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Turn On Sales Signals

Enable Sales Signals from the Einstein for Sales page in Setup.

Required Editions

Note
Note Sales Signals is not available for testing in sandbox orgs because the Data 360 connectors for Einstein Conversation Insights features are not currently supported in sandbox environments.

Prior to enabling Sales Signals, the following features must be enabled:

  • Einstein Conversation Insights (ECI): This can be enabled in Setup, from the General Settings page under Einstein Conversation Insights.
  • Einstein Generative AI: This can be enabled in Setup, from the Einstein Generative AI Setup page.
Tip
Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See Discover and Set Up Features With Salesforce Go.
Available in: Lightning Experience
Available in Starter, Pro, Enterprise, Performance, Unlimited, and Agentforce 1 Sales Editions with the Einstein for Sales add-on and Einstein Conversation Insights.
User Permissions Needed
To enable Einstein Conversation Insights: Customize Application
  1. Navigate to the Einstein for Sales page in Setup.
  2. Make sure Data 360 is set up.

    Follow the steps in the wizard to enable Data 360.

  3. Connect Sales Signals to Data 360.
    Connecting Sales Signals starts a Data 360 sync process of transcript and insight data from up to six months back, and ensures this data is captured moving forward.
  4. Turn on Sales Signals.
  5. Assign permission sets to users. To grant access to view and refresh Sales Signals, assign users the Einstein Sales Signals permission set.
  6. Grant access to Data 360 objects.

There are a few requirements to see conversation data in Sales Signals:

  • At least 100 instances of a specific keyword insight from calls made in the last 6 months are needed to begin using Sales Signals. This does not include automatic insights such as Longest Monologue or Question.
  • Competitor and Product insights should be configured beforehand. You can configure keyword insights from the Call Insights page in Setup.
  • Only keywords and transcripts in English are supported at this time.
  • Calls must be at least two minutes long and include a transcript.
  • 100 segments with a particular competitor or product are needed for a given insight to appear.
    Note
    Note If you want to determine the number of insights in your org, you can use Query Editor in Data 360. In Data 360, go to the Query Editor tab and enter a query like the sample listed below.
    SELECT Subject__c, COUNT(*) FROM "ActivityInsightSubject_00DSG00000ORnRp_dll" GROUP BY Subject_c
    Note
    Note If your ECI data has been migrated to the Salesforce Platform, use a query like the sample listed below instead.
    SELECT InsightSubject__c, COUNT(*) FROM "VideoCallInsight_Home__dll" WHERE InsightModel__c = 'KEYWORD' GROUP BY InsightSubject__c ORDER BY COUNT(*) DESC

See Also