---
schema_version: "1"
id: 159a71082cc888fe48f4698c62c6dafd4ae7a67bb891351a534135ceb6dd89d2
title: Set Up Einstein Key Accounts Identification
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/pardot_einstein_key_accounts_set_up.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.pardot_einstein_key_accounts_set_up.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 314fa8e7a0a816d42ccd25c20f04aaf5785d2cd098d510c502b9b627697b20ae
description: 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.
products:
  - Marketing
  - Marketing Cloud Account Engagement
release: "264"
---
# 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

<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: <span>Account Engagement <strong>Advanced</strong> and <strong>Premium</strong> Editions</span> with Salesforce <strong>Enterprise</strong>, <strong>Performance</strong>, or <strong>Unlimited</strong> Edition</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="d58420e72">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d58420e72 ">To turn on and show Einstein for <span>Account Engagement</span> features in Salesforce:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d58420e72 "><span>Account Engagement Administrator role</span> with
              Sales Cloud User, Service Cloud User, or CRM User permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d58420e72 ">To view Einstein Key Accounts component:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d58420e72 ">
              <p>Salesforce Administrator </p>
              <p>OR</p>
              <p>View AI Insight Objects system permission
                *</p>
              <p>and</p>
              <p>ViewMLModels system permission *</p>
              <p>and</p>
              <p> Read on Accounts object setting
                *</p>
              <p>and</p>
              <p> Read on AI Record Insights object setting
                *</p>
              <p style="margin-bottom:0;">and</p>
              <p style="margin-bottom:0;"> Read on
                AI Record Insight Reasons object setting *</p>
            </td>

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

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.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-pardot-264-0-0-production-enus/5fef4d4f-9a34-45c6-8cd3-e3200b9eeba8/pardot/images/pardot_ekai_waiting.png)

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

#### See Also

- [Create an Account Tier Field in Account Engagement](https://help.salesforce.com/s/articleView?id=mktg.pardot_einstein_key_accounts_create_tier_field.htm&release=264.0.0&type=5 "Users can filter automation rules by Einstein Key Accounts Identification account tier. To show the account tier field when users are creating rules, an admin must first map the field in Account Engagement as a custom field.")