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Set Up Einstein Academic Insights

Enable the required org preferences and configure the components to use Einstein Academic Insights.

Required Editions
Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with with these enabled licenses and add-ons:

  • Education Cloud license
  • Agentforce for Education add-on license
  • Data 360 as part of an Agentforce add-on or as a standalone license
USER PERMISSIONS NEEDED  
To set up Einstein Academic Insights:

Education Cloud Full Access

AND

Data 360 Admin

AND

Data Pipelines Base User

AND

Einstein Copilot for Salesforce Admin

AND

Einstein for Education Cloud Access

AND

Einstein for Service Innovations

AND

Omnistudio Admin

AND

Omnistudio User

AND

Prompt Template Manager

AND

Prompt Template User

AND

View Setup & Configuration

AND

Customize Application
Note
Note Einstein Academic Insights 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. Enable the required org preferences.
    1. In Setup, find and select Set Up Education Cloud.
    2. Under Set Up Einstein for Education Cloud, turn on Einstein AI.
    3. Turn on Einstein for Education Cloud.
    4. Turn on Einstein Academic Insights.
    5. Turn on Einstein Engagement Visualization.
  2. Provide the necessary permissions to users.
    1. In Setup, find and select Users.
    2. Select the user that you want to give access to.
    3. Under Permission Set Assignments, click Edit Assignments.
    4. Add these permission sets: Education Cloud Full Access, Einstein for Education Cloud Access, Einstein for Service Innovations, and Prompt Template User.
    5. Save your changes.
  3. Add a tab for student insights to the case record page layout.
    1. From the App Launcher, find and select Cases.
    2. Click any case record.
    3. Click Setup, and then click Edit Page.
    4. Click the Tabs component, and then click Add Tab.
    5. Select Custom for the tab label, and enter a name. For example, enter Insights.
    6. Click Done.
  4. Add and configure an Engagement Panel component for academic insights.
    1. Drag the Engagement Panel component to the new tab.
    2. Enter a title. For example, enter Academic Insights.
    3. Enable Use prompt response.
    4. Select Generate Academic Insights for the prompt template.
    5. Enable Show prompt response button.
    6. If needed, enter other relevant details.
    7. Save your changes.
  5. Similarly, add and configure an Engagement Panel component for current term insights by using the Generate Current Term Insights prompt template.
  6. Add a tab for student insights to the course offering participant record page layout.
    1. From the App Launcher, find and select Course Offering Participant.
    2. Click any course offering participant to view its record page.
    3. Click Setup, and then click Edit Page.
    4. Click the Tabs component, and then click Add Tab.
    5. Select Custom for the tab label, and enter a name. For example, enter Insights.
    6. Click Done.
  7. Add and configure the Einstein Summary component.
    1. Drag the Einstein Summary component to the new tab.
    2. Select Field Generation for the prompt template type.
    3. Select Generate Course Offering Participant Insights for the prompt template name.
    4. If needed, enter other relevant details.
    5. Save your changes.
  8. Set up Data 360 for Education Cloud and populate the data.