# Before You Start

## Set Up Your Salesforce Org

To use Document AI capabilities in your Salesforce org, first enable Einstein and Data 360.

- To enable Einstein, follow the instructions under Step 2 in [Set Up Einstein Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_enable.htm\&type=5).
- To enable Data 360, follow the instructions in [Turn On Data 360](https://help.salesforce.com/s/articleView?id=data.c360\_a_setup_provision.htm\&type=5).

## Gather Credentials

Before you start the loan prequalification agent workflow, complete these prerequisites to gather the necessary credentials.

- [Prerequisite 1 - Create an External Client App](/docs/ai/loan-agent/guide/aes-create-external-client-app.md)
  - Client_Id (Customer Key): `3MVGBlahBlahBlahBlah`
  - Client_Secret (Customer Secret): `E3CFBlahBlah`
- [Prerequisite 2 - Retrieve Your Salesforce Domain URL](/docs/ai/loan-agent/guide/aes-retrieve-sf-domain-url.md)
  - Org_Domain: `https://your-domain.my.salesforce.com`