Review which Sales Cloud Einstein features are available in sandbox.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available with Sales Cloud Einstein, which is available in Performance, and Unlimited editions, and for an extra cost in Enterprise Edition |
Tip
- A sandbox environment is best suited for testing how Sales Cloud Einstein features work with architecture, workflows, and Lightning components. Because the data in a sandbox environment is limited, we recommend that you don’t evaluate the performance of the Einstein model based on what you see in sandbox. Instead, evaluate the model in a production org that has the required amount of historical data.
| Feature | Sandbox Support | Notes |
|---|---|---|
| Einstein Lead Scoring |
|
Einstein Lead Scoring requires at least six months of data, so make sure that you refresh the full sandbox. Re-enable the feature in each new sandbox or when a sandbox is refreshed. |
| Einstein Opportunity Scoring |
|
Einstein Opportunity Scoring requires at least six months of data, so make sure that you refresh the full sandbox. If you use Opportunity Scoring without Performance or Unlimited editions or Sales Cloud Einstein licenses, sandbox isn’t supported. Re-enable the feature in each new sandbox or when a sandbox is refreshed. |
| Einstein Activity Capture |
|
Because sandbox is best for testing how Einstein Activity Capture works and how it looks, no data is copied from production to sandbox. After you set up Einstein Activity Capture in sandbox, any refresh of that sandbox turns off Einstein Activity Capture and removes all connected accounts from the sandbox. |
| Inbox |
|
|
| Recommended Connections |
|
Einstein Activity Capture is required. |
| Einstein Email Insights |
|
Einstein Activity Capture is required. |
| Sales Analytics |
|
|
| Einstein Forecasting | Einstein Forecasting requires two years of data, but sandbox environments support up to six months of data. |