---
schema_version: "1"
id: 4a193ac1b3f3b9f477045edc3f7f9940d1b5712370846d4658a6a338a2d009cf
title: Set Up Einstein Academic Insights
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_set_up_einstein_academic_insights.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_einstein_academic_insights.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f3eec12ab6cac19e14420b2abe7da3eac6024482b4079ecf0af9df993003b3ce
description: Enable the required org preferences and configure the components to use Einstein Academic Insights.
products:
  - Education
release: "264"
---
# Set Up Einstein Academic Insights

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Required Editions">
        <caption>Required Editions</caption>
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        </colgroup>
        <tbody>
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            <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;">
              <p>Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and
                <strong>Developer</strong> Editions with with these enabled licenses and add-ons:
              </p>
              <ul>
                <li>Education Cloud license</li>

                <li>Agentforce for Education add-on license</li>

                <li>Data 360 as part of an Agentforce add-on or as a standalone license</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
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        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d16343e89">USER PERMISSIONS NEEDED</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d16343e92">&nbsp;</th>
          </tr>
        </thead>
        <tbody>
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            <td data-label="USER PERMISSIONS NEEDED" class="slds-cell-wrap" style="vertical-align:top;" headers="d16343e89 ">To set up Einstein Academic Insights:</td>

            <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d16343e92 ">
              <p>Education Cloud Full Access</p>
              <p>AND</p>
              <p><samp class="parmname">Data 360</samp> Admin</p>
              <p>AND</p>
              <p>Data Pipelines Base User</p>
              <p>AND</p>
              <p>Einstein Copilot for Salesforce Admin</p>
              <p>AND</p>
              <p>Einstein for Education Cloud Access</p>
              <p>AND</p>
              <p>Einstein for Service Innovations</p>
              <p>AND</p>
              <p>Omnistudio Admin</p>
              <p>AND</p>
              <p>Omnistudio User</p>
              <p>AND</p>
              <p>Prompt Template Manager</p>
              <p>AND</p>
              <p>Prompt Template User</p>
              <p>AND</p>
              <p>View Setup &amp; Configuration </p>
              <p>AND </p>
              <p style="margin-bottom:0;">Customize Application</p>
            </td>

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

- [Student Success](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_the_student_success_app.htm&language=en_US) is enabled.
- [Data 360](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_data_cloud_for_education_cloud.htm&language=en_US) is set up for Education Cloud.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)

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](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_data_cloud_for_education_cloud.htm&release=264.0.0&type=5 "Get your Education Cloud org ready to use Data 360.") and populate the data.