Before setting up Einstein Automated Contacts, consider these requirements, limitations, and nuances.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Cloud Einstein, which is available in Performance and Unlimited Editions, and for an extra cost in Enterprise Edition |
Important Feature is scheduled for retirement on February 15,
2025. See Einstein Automated Contacts
Retirement.
- You must have at least 30 business accounts.
- If you use person accounts, at least 50 percent of accounts must be business accounts.
- Einstein Automated Contacts isn’t supported in sandbox environments.
- Suggestions are based on data from manually and automatically logged activities.
- Contact suggestions and opportunity contact role suggestions aren’t available in standard reporting, but you can use them in custom report types.
- To add or decline contact suggestions, users need edit access on accounts.
- To add or decline opportunity contact role suggestions, users need edit access on opportunities, and read or edit access on contacts.
- When an opportunity contact role suggestion refers to a contact that a user doesn’t have access to, the following happens. The user doesn’t see the suggestion on the opportunity record. When the user views the complete list of suggestions (using the Einstein Opportunity Contact Role Suggestions item from the App Launcher), we show all suggestions but hide contact fields that the user doesn’t have access to.
- Make sure that sales reps have access to contact fields, such as Email, Title, or Phone, so that they can see those fields with opportunity contact role suggestions.
- If required contact fields don’t have a default value, errors can occur when contacts are automatically created. If an error occurs, the contact is shown to users as a suggestion.
- If the New Contact action for the Contact object is overridden through a custom Visualforce page or Lightning component, then the Add button on the contact suggestion doesn’t always populate the contact record.