Einstein Account Management provides dashboards and Einstein Discovery models to help you
see which of your accounts has potential for growth and which of your accounts need
attention.
Required Editions
| Available in: Revenue Intelligence, which is available for an additional cost in: Enterprise
and Unlimited editions. |
- Considerations for Einstein Account Management
When you set up Einstein Account Management, you must have certain settings configured in your org, and you must have certain objects to populate the dashboards correctly.
- Set Up Einstein Account Management
Set up Einstein Account Management dashboards from the Setup menu.
- Use Einstein Account Management
Einstein Account Management provides dashboards and Einstein Discovery models to help you see which of your accounts has potential and which accounts have product white space. You can also see which of your accounts need attention.