---
schema_version: "1"
id: e9b3fb719acb7f6356bd9cdf715d074811ce15ac1ec79bdf700b0e72e6675605
title: Get Health Assessment for a Managed Account 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_user_generate_health_assessment_account.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_user_generate_health_assessment_account.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 63b8f6b059ac0a6dfa337264a3f6effd9695bfe71b29bef5b3d6d83bb2d8a7c5
description: Users can get a performance analysis of an account in the Quick Insights section.
products:
  - Consumer Goods
release: "264"
---
# Get Health Assessment for a Managed Account in Consumer Goods Cloud

Users can get a performance analysis of an account in the Quick Insights section.

### 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="d78570e74">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d78570e74 ">To view health assessment for an account:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d78570e74 ">
              <p> CGCloud Sales User </p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;"> CGCloud Retail Sales User AND CGCloud Retail
                User</p>
            </td>

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

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](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.").
- Add Quick Insights as a component in the page layout. See [Configure the Einstein Quick Insights for Account and Warehouse Objects](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_configure_einstein_summary_component.htm&release=264.0.0&type=5 "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.").
- Assign required permission sets to the user. See [Assign Permission Sets to Consumer Goods Cloud’s Einstein Generative AI Users](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_assign_permsets_embedded_ai_users.htm&release=264.0.0&type=5 "Provide users with the required permission sets to access and use the Einstein generative AI features in Consumer Goods Cloud.").

Here are the steps for users to generate a performance summary:

1. From the App Launcher, find and select **Accounts**.
2. Search for and select an account.
3. In the Quick Insights section, select the prompt for health assessment and select **Summarize**.
4. Provide feedback on the response.