Bookmarking an insight allows you to export it to a Quip document. It also makes it easier to quickly find it in the Insights List when the Bookmark filter on the toolbar is disabled.
Required Editions
Note Einstein Discovery stories are now models. We wish we could snap our fingers to update
the name everywhere, but you can expect to see the previous name in a few places until we
replace it.
| Available in Salesforce Classic and Lightning Experience. |
| Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition. |
| User Permissions Needed | |
|---|---|
| To bookmark an insight: | Use Einstein Discovery |
If you click the Bookmark Filter (
) icon on the Model toolbar to enable it, the Insights list displays only those insights
that have been bookmarked.
- To bookmark an insight, click its Bookmark (
)
icon to enable it. The color changes to blue. - To undo the bookmark for an insight, click its Bookmark (
) icon again to disable it. The color changes to white.