---
schema_version: "1"
id: 7c9067d3fad5e6d67a21fcba2be6be25d477699c0e86b77a2d94e6e6e0394bcb
title: Configure the Einstein Quick Insights for Account and Warehouse Objects in Consumer Goods Cloud
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_configure_einstein_summary_component.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_configure_einstein_summary_component.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 64c3dc989af963dd26710ce8dc2b26bac57dfbe88082c87edbf69f2af1364a92
description: 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.
products:
  - Consumer Goods
release: "264"
---
# 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

<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 in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Consider Goods Cloud, Agentforce for Consumer Goods and the <a href="https://help.salesforce.com/s/articleView?id=ind.cg_licenses_embeddedai.htm&amp;release=264.0.0&amp;type=5" title="To prepare your Salesforce org for the generative AI capabilities available in Consumer Goods Cloud, make sure you have the required licenses for your Salesforce org.">required add-ons</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d103615e73">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d103615e73 ">To edit the layout of the account and warehouse object:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d103615e73 ">System Administrator</td>

          </tr>
        </tbody>
      </table>

Turn on Einstein generative AI in Setup. See [Set Up Einstein Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_enable.htm&type=5&language=en_US).

Turn on Einstein generative AI in Retail Execution Settings from Setup. See [Enable Einstein Generative AI in Consumer Goods Cloud](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_org_pref_embedded_ai.htm&release=264.0.0&type=5 "Before you get started with generative AI, enable Einstein in Consumer Goods Cloud from the Setup page.").

To configure the Quick Insights component:

1. On the Account record page, select **Edit Page** from the Setup menu.
    
    The Lightning App Builder appears.
2. Place the Einstein Quick Insights component on your record page layout.
3. Select the component you placed on your record page layout to bring up its properties.
4. In the Prompt Template Type field, select **Record Summary**.
5. For Prompt Template Name, choose the required prompts for the object.
6. Save your configuration and activate your page.
    1. Click **Activation**.
    2. Click **App Default**.
    3. 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.
    4. Save your changes.

Your users can start using the prompts to generate summaries.