Use the Sales Cloud Einstein Setup Assistant to get the targeted guidance you need for setting up the Sales Cloud Einstein features you want.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available for an extra cost in: Enterprise, Performance, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To set up Sales Cloud Einstein: | Customize Application AND Modify All Data |
Note The following information is for Salesforce orgs with at least one Sales Cloud Einstein
add-on license. If you’re using Sales Cloud Einstein features with only Salesforce user
licenses, see Set Up Einstein Opportunity Scoring for
Sales Cloud Users.
- Access the Sales Cloud Einstein Setup Assistant
The Setup Assistant is your guide to selecting Sales Cloud Einstein users and setting up features. - Select Who Can Use Sales Cloud Einstein
The Sales Cloud Einstein Included and Sales Cloud Included Bundle standard permission sets include the permissions for Sales Cloud Einstein features. The permission sets also include some CRM Analytics features, such as dashboards and the ability to analyze your report data using Einstein Discovery for Reports. Assign a permission set to users. - Set Up Einstein Activity Capture for Sales Cloud Einstein
Set up Einstein Activity Capture so that emails and events are automatically associated with related Salesforce records. Sales reps must connect their email and calendar to Salesforce. - Enable Einstein Lead Scoring
Give your sales team access to scores that help them prioritize leads. Turn on Einstein Lead Scoring, and then select a lead conversion milestone to use, which leads to score, and which lead fields to consider during scoring. - Enable Einstein Automated Contacts
Help reps spend even less time on data entry. Einstein Automated Contacts uses email and event activity to find new contacts and opportunity contact roles to add to Salesforce. Choose whether Einstein suggests the new data, which reps can add with just a couple of clicks, or adds it automatically. - Set Up Sales Emails
Get ready to add Einstein Sales Emails to your sales team’s toolbox. Turn on Sales Emails in Setup and then assign a permission set to your sales reps. If you use Gmail or Outlook email integrations, add the Einstein Sales Emails component to customized email application panes. Then your sales reps can use Einstein where they normally work. - Enable Einstein Opportunity Scoring
Give your sales team access to scores that help them focus on the right deals. When you set up Einstein Opportunity Scoring, you choose whether to have Einstein consider all opportunity records and opportunity fields or only a subset. If Einstein Opportunity Scoring is on by default, make sure that scores appear where you want, such as your customized opportunity page layouts and public list views. - Enable Einstein Forecasting
Provide your forecast managers with AI-powered intelligence that improves forecasting accuracy, predicts results, and tracks how sales teams are doing. - Troubleshoot Sales Cloud Einstein Setup Errors
When setting up Sales Cloud Einstein features, several important steps occur behind the scenes. If one of the steps isn’t successful, one or more features can’t be enabled. There are several ways to troubleshoot setup issues.