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title: Considerations for Setting Up Sales Cloud Einstein
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version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/einstein_sales_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.einstein_sales_considerations.htm&release=264.0.0&type=5
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content_type: documentation
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description: Before setting up Sales Cloud Einstein, consider these requirements, limitations, and nuances for each feature.
products:
  - Sales
  - Cross Cloud
release: "264"
---
# Considerations for Setting Up Sales Cloud Einstein

Before setting up Sales Cloud Einstein, consider these requirements, limitations, and nuances for each feature.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience and Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Cloud Einstein, which is available in <strong>Performance</strong> and <strong>Unlimited</strong> Editions, and for an extra cost in <strong>Enterprise</strong> Edition</td></tr></tbody></table>

## General Considerations

- Sales Cloud Einstein is available only to users with standard Salesforce licenses.
- Sales Cloud Einstein isn’t supported in Government Cloud and Government Cloud Plus organizations. Turning on Sales Cloud Einstein can send data outside the authorization boundary. Contact your Salesforce account executive for more details.
- When you set up Sales Cloud Einstein, Salesforce installs two packages in your org, SalesforceIQ Cloud and Sales Insights. Each package adds an associated integration user and profile. Salesforce uses these entities to provide insights to your org. If you update these entities, it can affect your org’s ability to get insights. Depending on the Einstein features you turn on, these integration users can have full access to Accounts, Campaigns, Contacts, Leads, and Opportunities. These users don’t modify your org’s data and don’t affect your Salesforce license usage.
- Platform encryption isn’t currently supported with Sales Cloud Einstein.
- Some Sales Cloud Einstein features require users to connect a Microsoft® Exchange or Gmail™ account to Salesforce.
- Sales Cloud Einstein included in Sales Cloud Unlimited Edition provides analytics reporting using the CRM Analytics platform. When using this functionality, your license doesn't allow you to:
    - Build custom analytics apps or dashboards
    - Upload, access, or connect external data using the API with the exception of datasets provided with Sales Cloud Einstein
    - Import data from Salesforce standard or custom objects that aren’t included in this feature

## Feature Considerations

- [Einstein Lead Scoring](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_els_setup_considerations.htm&release=264.0.0&type=5 "Before you set up Einstein Lead Scoring, consider these requirements and limitations.")
- [Einstein Opportunity Scoring](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_setup_opportunity_scoring_considerations.htm&release=264.0.0&type=5 "Before setting up Einstein Opportunity Scoring, consider these requirements, limitations, and nuances.")
- [Einstein Forecasting](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_forecasting_considerations.htm&release=264.0.0&type=5 "Before setting up Einstein Forecasting, review the requirements and considerations.")
- [Einstein Activity Capture](https://help.salesforce.com/articleView?id=aac_limitations.htm&language=en_US)
- [Salesforce Inbox](https://help.salesforce.com/articleView?id=inbox_considerations.htm&language=en_US)
- [Sales Analytics](https://help.salesforce.com/articleView?id=bi_app_sales_wave_limitations.htm&language=en_US)

- **[Considerations for Einstein Generative AI Sales Emails](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_emails_considerations.htm&release=264.0.0&type=5)**  
    Sales Emails lets your team use Einstein generative AI to create personalized and contextualized emails to send to your contacts and leads. But whether you’re an admin setting things or a sales rep powering through your day, keep these considerations in mind.

#### See Also

- [Set Up Sales Cloud Einstein](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_setup.htm&release=264.0.0&type=5 "Use the Sales Cloud Einstein Setup Assistant to get the targeted guidance you need for setting up the Sales Cloud Einstein features you want.")
- [Data Requirements for Sales Cloud Einstein](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_data_requirements.htm&release=264.0.0&type=5 "To generate the most reliable intelligence, you must meet the data requirements for each Sales Cloud Einstein feature.")
- [Sales Cloud Einstein and Sandbox](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_sandbox.htm&release=264.0.0&type=5 "Review which Sales Cloud Einstein features are available in sandbox.")