Enable Einstein Mentoring Summaries

Configure your Education Cloud org to use Einstein Mentoring Summaries.

Required Editions

Available in: Lightning Experience

Available in: Performance, Unlimited, and Developer Editions with Education Cloud and the Agentforce for Education add-on license. Einstein generative AI is available in Lightning Experience. To purchase the Agentforce for Education add-on, contact your Salesforce account executive.

User Permissions Needed
To enable Mentoring Summaries:	Education Cloud Full Access

Note Einstein Mentoring Summaries uses Einstein Generative AI and consumes Einstein Requests. Einstein Generative AI Features are provided on a separate infrastructure with different security protections and physical hosting locations than the Services. See Salesforce Trust and Compliance Documentation for more information.

1. Turn on Mentoring. See Set Up Mentoring.
2. Enable Einstein Comparison View.
   1. From Setup, in the Quick Find box, enter Set Up, and then select Set Up Education Cloud.
   2. Under Set Up Einstein for Education Cloud, turn on Einstein AI.
   3. Turn on Enable Einstein Comparison View.
3. Provide the required permissions to users.
   1. In Setup, find and select Users.
   2. From the list, select the user that requires access to Einstein Mentoring Summaries.
   3. Under Permission Set Assignments, click Edit Assignments.
   4. Add the Einstein for Education Cloud Access permission set.
   5. Save your changes.