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To troubleshoot the issue of not being able to activate all Sales Cloud Einstein features, the consultant should confirm that users have the necessary feature licenses assigned. Without the appropriate licenses, users will not be able to access or activate certain Einstein functionalities. Ensuring that all required licenses are correctly assigned is a crucial step in enabling full functionality.

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Sales Cloud Einstein License Management

Assigning Feature Licenses

Path is a feature that helps users visualize and update key fields for each stage of a process, such as an opportunity sales process. By checking the Key Field Required checkbox, the consultant can make sure that users enter the data that managers expect at each stage before moving to the next stage. This can improve data quality and reporting accuracy.

Territory Management is the best solution for assigning sales Opportunities based on ZIP codes. Territory Management is a feature that allows sales organizations to structure their sales territories based on criteria such as geography, industry, product line, etc. A territory is a group of accounts and users that share common characteristics or business needs. By using Territory Management, sales teams can define territories based on ZIP codes and assign accounts and Opportunities to those territories automatically or manually.