Users can get a performance analysis of an account in the Quick Insights section.
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 view health assessment for an account: |
CGCloud Sales User OR CGCloud Retail Sales User AND CGCloud Retail User |
Make sure you complete these prerequisites for your users before they generate a summary.
- Turn on Einstein generative AI in Retail Execution Settings from Setup. See Enable Einstein Generative AI in Consumer Goods Cloud.
- Add Quick Insights as a component in the page layout. See Configure the Einstein Quick Insights for Account and Warehouse Objects.
- Assign required permission sets to the user. See Assign Permission Sets to Consumer Goods Cloud’s Einstein Generative AI Users.
Here are the steps for users to generate a performance summary:
- From the App Launcher, find and select Accounts.
- Search for and select an account.
- In the Quick Insights section, select the prompt for health assessment and select Summarize.
- Provide feedback on the response.