To make Einstein Campaign Insights visible in Salesforce, first enable the feature in Marketing Setup.
Required Editions
| Available in: Account Engagement Advanced and Premium Editions with Salesforce Enterprise, Performance, or Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To turn on and expose Einstein for Account Engagement features in a Salesforce org: | Account Engagement Administrator role with Sales Cloud User, Service Cloud User, or CRM User permission set |
| To view Einstein for Account Engagement features on Salesforce Lightning pages: | Sales Cloud User, Service Cloud User, or CRM User permission set |
- From Marketing Setup, in the Quick Find box, enter Einstein, and then select Einstein Campaign Insights.
- On the setup page, turn on the feature.
- Decide where to place Einstein features, and update your layouts in the Lightning App Builder.