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Set Up Einstein Key Accounts Identification

Turn on Einstein Key Accounts Identification in Marketing Setup, and tell users that they can add the Einstein Account Tier field to their list views or custom reports.

Required Editions

Available in: Account Engagement Advanced and Premium Editions with Salesforce Enterprise, Performance, or Unlimited Edition
User Permissions Needed
To turn on and show Einstein for Account Engagement features in Salesforce: Account Engagement Administrator role with Sales Cloud User, Service Cloud User, or CRM User permission set
To view Einstein Key Accounts component:

Salesforce Administrator

OR

View AI Insight Objects system permission *

and

ViewMLModels system permission *

and

Read on Accounts object setting *

and

Read on AI Record Insights object setting *

and

Read on AI Record Insight Reasons object setting *

User permissions with an asterisk must be enabled in the order listed.

  1. From Marketing Setup, enter Key in the Quick Find box, and then select Einstein Key Accounts Identification.
  2. Turn on the feature.
  3. From Object Manager, open the Account object, and add the Einstein Account Tier field to the page layouts.
  4. Use the Lightning App Builder to place the Einstein Key Accounts component on account records.
  5. To show Einstein tier rankings on list views, create a public list view that includes the Einstein Account Tier field.
    Field-level security for Einstein Account Tier defaults to Visible, so users can add the field to their own list views.

It can take up to 72 hours for an account tier to appear on the card.

Einstein Key Accounts card shows a No Account Tier Yet message.

The Einstein Account Tier field is available for use in custom reports.

See Also