Enabling Intelligent Sales means turning the feature on in Setup, connecting the image-recognition model, and granting reps and managers access. The org must already be provisioned for Consumer Goods Cloud retail execution before these steps work.
- Confirm Consumer Goods Cloud and licensing
Verify the org has Consumer Goods Cloud retail execution provisioned and that the matching permission set licenses are available. Intelligent Sales does not appear on plain Sales Cloud, so check this before touching any toggle.
- Enable Intelligent Sales in Setup
In Setup, open the Intelligent Sales settings and turn the feature on. This makes the image-recognition capability and the related mobile experience available to provision for users.
- Connect the object detection model
Point the feature at the Einstein Object Detection model trained on your product catalog. Confirm the model is active and has been trained on representative example images of the products reps will photograph.
- Assign permission sets
Assign the Intelligent Sales permission sets to field reps and to managers, following the Assign Permission Sets for Intelligent Sales guidance. Reps who capture shelfies and managers who read analytics get different grants.
- Tie planograms to store locations
Have managers upload planogram reference images and associate them with the correct in-store locations, so the comparison during a visit scores against the layout that store agreed to stock.
- Pilot, then expand
Run live store visits with a small pilot group, check detection accuracy against real shelves, refine the training images where the model misses, then widen the permission set assignment to the full team.
The industry-cloud base that Intelligent Sales runs on; required before the feature works.
The image-recognition model, trained on your product images, that reads shelfies and returns counts, facings, and share of shelf.
Per-user grants that make the mobile capture and analytics visible; separate grants for reps and managers.
The link between a reference layout and a physical store, which scopes each compliance comparison correctly.
- The Settings page can show the feature as on while reps see nothing, because the per-user permission sets were never assigned. Enabling and granting are two separate steps.
- Detection quality depends on the training images. Sparse or low-quality product images cause missed and misidentified items, which sinks early pilots.
- Intelligent Sales requires Consumer Goods Cloud. It is not the Einstein sales-AI bundle on core Sales Cloud and will not appear in a standard Sales Cloud org.
- Permission sets changed between the pre Summer 24 and current models, so an upgraded org should re-verify assignments rather than trust legacy grants.