---
schema_version: "1"
id: 34b5a1177948847b26d8b3e8d59cb870cbfec7f6fdbe03fcd539ee3bf7c9a0d2
title: Enable Einstein for Loyalty Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/loyalty_gen_ai_settings_enable.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.loyalty_gen_ai_settings_enable.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c7176e9a104b44751f1a9b0b8b6c48bb358f096fbc0662001c389a5598b06dd7
description: The Einstein Summary component uses the power of Einstein generative AI to summarize loyalty programs and loyalty promotions from data that reside across multiple objects.
products:
  - Loyalty Management
release: "264"
---
# Enable Einstein for Loyalty Management

The Einstein Summary component uses the power of Einstein generative AI to summarize loyalty programs and loyalty promotions from data that reside across multiple objects.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></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;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, <strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Loyalty Management, Data Cloud, and Einstein for Service or Einstein for Sales</td></tr></tbody></table>

The Einstein Summary component uses a set of related Salesforce features to generate loyalty program and loyalty promotion summaries. Before you set up Einstein Summary, get acquainted with the features that work behind the scenes to generate summaries:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:25%">
          <col style="width:25%">
          <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="d45027e70">Sequence</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d45027e72">Feature</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d45027e74">Use</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Sequence" class="slds-cell-wrap" style="vertical-align:top;" headers="d45027e70 ">1</td>
            <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d45027e72 "><a href="https://help.salesforce.com/s/articleView?id=ai.generative_ai_trust_layer.htm&amp;type=5&amp;language=en_US" target="_blank">Einstein Trust Layer</a></td>
            <td data-label="Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d45027e74 ">
              <p>Einstein Trust Layer is a collection of features, processes, and policies
                designed to safeguard data privacy, enhance AI accuracy, and promote responsible use
                of AI across the Salesforce ecosystem.</p>
              <p style="margin-bottom:0;">Einstein Trust Layer is a part of Data
                Cloud.</p>
            </td>
          </tr>
          <tr class="">
            <td data-label="Sequence" class="slds-cell-wrap" style="vertical-align:top;" headers="d45027e70 ">2</td>
            <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d45027e72 "><a href="https://help.salesforce.com/s/articleView?id=ai.prompt_builder_about.htm&amp;type=5&amp;language=en_US" target="_blank">Prompt Builder</a></td>
            <td data-label="Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d45027e74 ">Prompt Builder enables admins to create, test, revise, customize, and manage
              prompt templates that incorporate your CRM data from merge fields that reference
              record fields, flows, related lists, and Apex. Prompt Builder helps you to make
              effective prompts that safely connect you and your data with LLMs.</td>
          </tr>
          <tr class="">
            <td data-label="Sequence" class="slds-cell-wrap" style="vertical-align:top;" headers="d45027e70 ">3</td>
            <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d45027e72 "><a href="https://help.salesforce.com/s/articleView?id=ind.context_service.htm&amp;type=5&amp;language=en_US" target="_blank">Context Service</a></td>
            <td data-label="Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d45027e74 ">Context Service is a layer between applications and procedures, enabling easy
              retrieval and use of data during both configuration and execution of business
              processes.</td>
          </tr>
          <tr class="">
            <td data-label="Sequence" class="slds-cell-wrap" style="vertical-align:top;" headers="d45027e70 ">4</td>
            <td data-label="Feature" class="slds-cell-wrap" style="vertical-align:top;" headers="d45027e72 "><a href="https://help.salesforce.com/s/articleView?id=ind.einstein_summary.htm&amp;type=5&amp;language=en_US" target="_blank">Einstein Summary</a></td>
            <td data-label="Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d45027e74 ">The Einstein Summary component leverages prompt templates to generate a summary
              of information that's stored across various objects in Salesforce.</td>
          </tr>
        </tbody>
      </table>

1. Set up Einstein generative AI.
    
    See [Set Up Einstein Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_enable.htm&type=5&language=en_US)
2. Turn on Einstein for Loyalty Management.
    
    1. From Setup, in the Quick Find box, enter Loyalty Management Settings, and select it.
    2. Turn on Einstein for Loyalty Management.
    
    After you turn on Einstein for Loyalty Management, here are the changes that reflect in your org:
    
    <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>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" style="vertical-align:top;">Change</td>

                <td class="slds-cell-wrap" style="vertical-align:top;">Purpose</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" style="vertical-align:top;">The Einstein Summary component is added to the Loyalty Program record page
                  and the Promotion record page.</td>

                <td class="slds-cell-wrap" style="vertical-align:top;">
                  <p>The component enables users of the Loyalty Management app to generate
                    summaries for loyalty programs and loyalty promotions.</p>
                  <p style="margin-bottom:0;">If you can't see the
                    Einstein Summary component on the record pages, log out and log back in to see
                    the latest changes.</p>
                </td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" style="vertical-align:top;">The Summarize Loyalty Program and the Summarize Loyalty Promotion prompt
                  templates are added.</td>

                <td class="slds-cell-wrap" style="vertical-align:top;">The prompt templates work behind the scenes to generate the summaries that
                  are displayed on the Einstein Summary component. </td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" style="vertical-align:top;">The Loyalty Program Summary and the Loyalty Promotion Summary context
                  definitions are added.</td>

                <td class="slds-cell-wrap" style="vertical-align:top;">The context definitions act as a bridge that securely provides the data
                  required by the prompt templates to generate summaries.</td>

              </tr>
            </tbody>
          </table>
    
    See [Enable Prompt Builder](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_enable.htm&type=5&language=en_US), [Einstein Summary](https://help.salesforce.com/s/articleView?id=ind.einstein_summary.htm&language=en_US), and [Context Definition](https://help.salesforce.com/s/articleView?id=ind.context_service_context_definitions.htm&type=5&language=en_US).
3. Set up Context Service.
    
    See [Turn On Context Service](https://help.salesforce.com/s/articleView?id=ind.context_service_turn_on_context_service.htm&type=5&language=en_US) and [Permissions for Context Service](https://help.salesforce.com/s/articleView?id=ind.context_service_permissions.htm&type=5&language=en_US).
4. Assign the permission sets that users who must access the Loyalty Management app to generate summaries for the company's loyalty programs and loyalty promotions require:
    
    - Loyalty Management
    - Manage Loyalty Programs
    - Context Service Runtime
    - Einstein for Service Innovations or Sales Cloud Einstein For Everyone
    
    See [Assign Permission Set to Users](https://help.salesforce.com/s/articleView?id=xcloud.assign_permission_set_to_user.htm&type=5&language=en_US)