---
schema_version: "1"
id: f62e783c79744252907fbec175e71dda2ea3c66caaa80ad19c661ebcc3a5e3d9
title: Turn On 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_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.account_research_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4edef16f4f11478113c57228adcc66f22930553a02f86b720505f7aad3501e4d
description: To use generative AI for external company research directly within Salesforce, turn on and configure Account Research.
products:
  - Sales Cloud
release: "264"
---
# Turn On Sales Account Research

To use generative AI for external company research directly within Salesforce, turn on and configure Account Research.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col>
          <col>
        </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="d40211e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d40211e70 "> To set up Sales Cloud Einstein:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d40211e70 ">
              <p>Customize Application</p>
              <p> AND </p>
              <p style="margin-bottom:0;">Modify All Data</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d40211e70 ">To turn on <span>Data 360</span></td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d40211e70 ">Data Cloud Architect Permission Set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d40211e70 ">To turn on Account Research:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d40211e70 ">
              <p>Customize Application</p>
              <p> OR </p>
              <p style="margin-bottom:0;">Modify All Data</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d40211e70 "> To edit prompt templates and manage research topics:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d40211e70 ">
              <p>Manage Prompt Template</p>
              <p>
                AND</p>
              <p style="margin-bottom:0;">Data Cloud Architect Permission Set</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d40211e70 ">To view, edit, and conduct account research:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d40211e70 ">Research Records</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d40211e70 ">To view research by other users:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d40211e70 ">Read on Account</td>

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

Before you can use Account Research, [Set up Einstein Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_enable.htm&language=en_US). To get the most out of Account Research, [Turn on Sales Account Plans](https://help.salesforce.com/s/articleView?id=sales.account_plans_setup.htm&language=en_US).

1. From Setup, in the Quick Find box, enter Account Research, and then select **Account Research**.
2. Turn on [Data Cloud](https://help.salesforce.com/s/articleView?id=data.c360_a_set_up.htm&type=5&language=en_US).
3. Turn on Account Research.
4. Add the Record Research standard component to the Lightning record pages of the Account object.
    1. From the Object Manager, select **Account** and then select **Lightning Record Pages**.
    2. Select the name of the record page you want to add the component to, and then click **Edit**.
    3. Drag the Record Research component from the list of components onto the canvas.
    4. Save and activate your page.
5. If you use account plans, repeat Step 4 for the Account Plan object.
6. To give sales team members the ability to research accounts and view the results, assign them the Research Records permission set.
    1. From the Account Research Settings page in Setup, select **Go to Permission Sets**.
    2. In the permission set toolbar, click **Manage Assignments** and then **Add Assignments**.
    3. Select the checkboxes next to the names of the users you want assigned to the permission set, and then click **Assign**.

For a personalized experience, customize your record research prompt templates.

#### See Also

- [About Einstein Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_about.htm&language=en_US)
- [Create and Configure Lightning Experience Record Pages](https://help.salesforce.com/s/articleView?id=platform.lightning_app_builder_customize_lex_pages.htm&language=en_US)
- [Manage Permission Set Assignments](https://help.salesforce.com/s/articleView?id=platform.perm_sets_manage_assignments.htm&language=en_US)
- [Unlock Actionable Company Insights with Sales Account Research](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.")