---
schema_version: "1"
id: a3495eb4582dcdb4c4370398334faa740b4f22f8066fa8cbe8520014d53a37c6
title: Set Up Einstein Advising Summary
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_advising_summary.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_einstein_advising_summary.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a676242cf7b32f9ad5314ae33d2800dc99b86a139f0226f88f845b1ddd007147
description: Enable Einstein and configure the Einstein Summary component to use Einstein Advising Summary.
products:
  - Education
release: "264"
---
# Set Up Einstein Advising Summary

Enable Einstein and configure the Einstein Summary component to use Einstein Advising Summary.

- Student Success is enabled. See [Set Up the Student Success App](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_the_student_success_app.htm&release=264.0.0&type=5 "Configure Student Success in Education Cloud to provide proactive and personalized support to learners across academics, financial aid, careers, and life goals.").
- Einstein is enabled. See [Set Up Common Features That Extend Education Cloud](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_common_features.htm&release=264.0.0&type=5 "Turn on features that support the capabilities your institution needs to streamline workflows, personalize engagement, and drive better outcomes.").
- Discovery Framework is enabled. See [Set Up Common Features That Extend Education Cloud](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_common_features.htm&release=264.0.0&type=5 "Turn on features that support the capabilities your institution needs to streamline workflows, personalize engagement, and drive better outcomes.").

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Required Editions">
        <caption>Required Editions</caption>
        <colgroup>
          <col style="width:100%">
        </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;">
              <p>Available in: <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions
                with Education Cloud and the Agentforce for Education add-on license. Einstein
                generative AI is available in Lightning Experience.</p>
              <p style="margin-bottom:0;">To purchase the Agentforce for
                Education add-on, contact your Salesforce account executive.</p>
            </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%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d77285e112">USER PERMISSIONS NEEDED</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d77285e115">&nbsp;</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="USER PERMISSIONS NEEDED" class="slds-cell-wrap" style="vertical-align:top;" headers="d77285e112 ">To set up Einstein Advising Summary:</td>

            <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d77285e115 ">
              <p>Education Cloud Full Access</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>

![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 Advising Summary 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 Einstein for Education Cloud.
    1. From Setup, in the Quick Find box, enter Set Up Education Cloud and select it.
    2. Under Set Up Einstein for Education Cloud, turn on Einstein AI.
    3. Turn on Einstein for Education Cloud.
    4. Turn on Einstein Advising Summary.
2. Provide the necessary permissions to users.
    1. From Setup, in the Quick Find box, enter Users and select it.
    2. Click 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
        - Prompt Template User
    5. Save your changes.
3. Add a tab for advising summaries to the case record page layout. See [Create and Configure Lightning Experience Record Pages](https://help.salesforce.com/s/articleview?id=platform.lightning_app_builder_customize_lex_pages.htm).
    1. From the App Launcher, find and select **Cases**.
    2. Click any case 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.
        
        Enter Advising Summaries.
    6. Click **Done**.
4. 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 **Summarize Advising Case** for the prompt template name.
    4. Save your changes.