---
schema_version: "1"
id: edd78c4535e2b0d35d14d26a9df3a9849f136717519e2da80fc3fe8927683e72
title: Sales Account Research
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/account_research.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.account_research.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3465ad9fcd5fc5d68168e80d9ce3c5e05df28d01983f47705f1e087cabafae28
description: Perform your external company research without leaving Salesforce. Use generative AI to gather valuable company insights such as competitive strengths and weaknesses, strategic initiatives, and key performance indicators. Then, to reduce research time and boost your ability to grow key accounts strategically, populate account and account plan fields with the results. For a personalized experience, create custom prompt templates with your own research topics.
products:
  - Sales Cloud
release: "264"
---
# Sales Account Research

Perform your external company research without leaving Salesforce. Use generative AI to gather valuable company insights such as competitive strengths and weaknesses, strategic initiatives, and key performance indicators. Then, to reduce research time and boost your ability to grow key accounts strategically, populate account and account plan fields with the results. For a personalized experience, create custom prompt templates with your own research topics.

### 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>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with the Agentforce for Sales or Industry add-on license or included in <strong>Agentforce 1 Sales Edition</strong>.</td></tr></tbody></table>

- **[Turn On Sales Account Research](https://help.salesforce.com/s/articleView?id=sales.account_research_setup.htm&release=264.0.0&type=5)**  
    To use generative AI for external company research directly within Salesforce, turn on and configure Account Research.
- **[Sales Account Research Overview](https://help.salesforce.com/s/articleView?id=sales.account_research_overview.htm&release=264.0.0&type=5)**  
    Gain a deep understanding of your customers’ needs with generative AI-driven account research. Research and compile answers to key strategic questions with one click. Then, update account and account plan fields with the results. That way you save time and boost your ability to grow and retain customer relationships.
- **[Customize Sales Account Research for Your Business Needs](https://help.salesforce.com/s/articleView?id=sales.account_research_customize.htm&release=264.0.0&type=5)**  
    The Account Research Lightning component comes with seven pre-configured research topics. To create custom research topics that fit your unique business requirements, use Prompt Builder.
- **[Considerations for Using Sales Account Research](https://help.salesforce.com/s/articleView?id=sales.account_research_considerations.htm&release=264.0.0&type=5)**  
    Before you research accounts with generative AI, consider supported functionality, usage, limitations and allowances, limits, and other issues.

#### See Also

- [About Einstein Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_about.htm&language=en_US)