---
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title: Considerations for Setting Up Einstein Automated Contacts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/einstein_sales_setup_adc_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.einstein_sales_setup_adc_considerations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5ce510b1e8a5d6b225b1eefc282d9852e8a7e91cf81e43e3a2afb947c2329ae0
description: Before setting up Einstein Automated Contacts, consider these requirements, limitations, and nuances.
products:
  - Sales
  - Cross Cloud
release: "264"
---
# Considerations for Setting Up Einstein Automated Contacts

Before setting up Einstein Automated Contacts, consider these requirements, limitations, and nuances.

### 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</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>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-einstein_sales-264-0-0-production-enus/13c193d3-11a5-49f2-8dbf-542c62890274/images/icon_important.png)

Important Feature is scheduled for retirement on February 15, 2025. See [Einstein Automated Contacts Retirement](https://help.salesforce.com/s/articleView?id=001790617&type=1&language=en_US).

- 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.

## Access Requirements

Users need access to specific opportunity and account fields to see insights everywhere.

- On the Opportunity object, you need the Name and Type fields.
- On the Account object, you need the Activity, Name, Title, and Type fields.

#### See Also

- [Enable Einstein Automated Contacts](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_setup_enable_adc.htm&release=264.0.0&type=5 "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.")
- [Einstein Automated Contacts](https://help.salesforce.com/s/articleView?id=ai.einstein_sales_adc.htm&release=264.0.0&type=5 "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. Depending on how your Salesforce admin set up the feature, Einstein suggests the new data or adds it for you.")