Configure the Einstein Quick Insights for Account and Warehouse Objects in Consumer Goods
Cloud
Add Quick Insights to the Account and Warehouse object record pages so that your users
can generate summaries and provide information to customers. You can determine which prompts
appear in the summary component for users to choose.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Consider
Goods Cloud, Agentforce for Consumer Goods and the required add-ons. |
| User Permissions
Needed |
| To edit the layout of the account and warehouse object: |
System Administrator |
Turn on Einstein generative AI in Setup. See Set Up Einstein Generative AI.
Turn on Einstein generative AI in Retail Execution Settings from Setup. See Enable Einstein Generative AI in Consumer Goods
Cloud.
To configure the Quick Insights component:
-
On the Account record page, select Edit Page from the Setup
menu.
The Lightning App Builder appears.
-
Place the Einstein Quick Insights component on your record page layout.
-
Select the component you placed on your record page layout to bring up its
properties.
-
In the Prompt Template Type field, select Record Summary.
-
For Prompt Template Name, choose the required prompts for the object.
-
Save your configuration and activate your page.
-
Click Activation.
-
Click App Default.
-
Click Assign as App Default, select the required app, and
click Next.
We recommend using the Consumer Goods Cloud app for health assessment and the
Consumer Goods Cloud Visit Execution app for inventory deviations.
-
Save your changes.
Your users can start using the prompts to generate summaries.
