Set Up Einstein Generative AI Audit and Feedback
To collect Einstein generative AI audit and feedback data, turn it on in Einstein Setup.
Required Editions
| Available in: Enterprise, Performance, and Unlimited Editions with an Einstein for Sales, Einstein for Platform, Einstein for Service, Einstein 1 Service, or Einstein GPT Service add-on. To purchase add-ons, contact your Salesforce account executive. |
| User Permissions Needed | |
|---|---|
| To turn on data collection: | View Setup |
| AND | |
| Customize Application | |
Note
- To turn on Einstein generative AI data collection and storage, make sure that Data 360 is provisioned in your Salesforce org and that you’ve turned on Einstein.
- To access pre-built reports and dashboards, make sure that you have Data Cloud User permissions. See Create Data Cloud Users and Assign Permissions.
- If you use a data space that's shared with your companion org, make sure that the initialization status for the shared data space is Active. See Monitor Data Cloud Companion Connections and Data Cloud One Companion Connection Statuses.
- Verify that you have the latest version of the Salesforce Standard Data Model (version 1.130 or higher) in your org (sandbox or production). From Setup, go to Apps -> Packaging -> Installed Packages -> Salesforce Standard Data Model. To get the required version, click here and follow the instructions.
- From Setup, in the Quick Find box, enter Einstein Audit, and then select Einstein Audit, Analytics, and Monitoring Setup.
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On the Einstein Audit, Analytics, and Monitoring Setup page, turn
Audit and Feedback on or off.
- Turn on Audit and Feedback to start collecting data in Data 360. The system provisions your data model, which can take a few minutes, and then starts collecting data.
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Turn off Audit and Feedback to stop collecting
data and automatically turn off any dependent features.
Suspending data collection keeps your existing data so that you can resume later. Dashboards, queries, and reports show a gap during which data collection is turned off.
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For Dataspace, accept default or
select a different target data space in which to store the audit
and feedback data.
If you use a Data Cloud One companion connection to connect your orgs to Data Cloud, you see only the data spaces that are shared with your companion org.
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Verify that the pre-built reports and dashboards are installed and
available. It can take a few minutes for the installation to complete.
Data collection for Einstein generative AI audit and feedback begins after you turn on data collection and storage. Collected data appears in Data Cloud within 24 hours and refreshes hourly thereafter.
Note Turning on Audit and Feedback also activates some Calculated Insights used to measure Prompt Builder usage and feedback. If you don’t plan to use Prompt Builder, you can safely deactivate them. See Enable Prompt Performance Metrics in Prompt Builder (Beta) for more information. - To protect access to collected data that is sensitive, apply permissions at the dataspace level. That way, only authorized users can view or query this data. See Implement Data Governance Permissions for Agentforce Session Tracing Objects.
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