Salesforce Docs Portal

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.

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
User Permissions Needed
To enable Einstein Automated Contacts: Customize Application AND Modify All Data
Important
Important Feature is scheduled for retirement on February 15, 2025. See Einstein Automated Contacts Retirement.
  1. From Setup, enter Assisted Setup in the Quick Find box, and then select Assisted Setup under Einstein Sales.
    The Sales Cloud Einstein setup page shows all the steps you need for Sales Cloud Einstein deployment, including how to assign Einstein to users.
  2. Click Set Up next to Einstein Automated Contacts.
  3. On the Setup page, enable the types of data you want to suggest to users.
  4. Select whether you want Einstein to automatically add new data or suggest it to users.
    Suggestions appear in the Einstein Insights component, so make sure that the Assistant component was added to the Home page and the Einstein Insights component was added to account and opportunity Lightning pages.
  5. Make sure users have proper access to accounts, contacts, and opportunities.
    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.
  6. Make sure users have proper field-level security for the Lead Source field on contacts. The Lead Source field is used to create the Added By Einstein list view.
  7. To avoid errors when contacts are created, make sure that:
    • All required contact fields have a default value.
    • Einstein users have proper field-level security on all standard contact fields.

See Also