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Set Up and Maintain Retail Execution
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            Configure the Einstein Quick Insights for Account and Warehouse Objects in Consumer Goods Cloud

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            Configure the Einstein Quick Insights for Account and Warehouse Objects in Consumer Goods Cloud

            Add Quick Insights to the Account and Warehouse object record pages so that your users can generate summaries and provide information to customers. You can determine which prompts appear in the summary component for users to choose.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Consider Goods Cloud, Agentforce for Consumer Goods and the required add-ons.
            User Permissions Needed
            To edit the layout of the account and warehouse object: System Administrator

            Turn on Einstein generative AI in Setup. See Set Up Einstein Generative AI.

            Turn on Einstein generative AI in Retail Execution Settings from Setup. See Enable Einstein Generative AI in Consumer Goods Cloud.

            To configure the Quick Insights component:

            1. On the Account record page, select Edit Page from the Setup menu.
              The Lightning App Builder appears.
            2. Place the Einstein Quick Insights component on your record page layout.
            3. Select the component you placed on your record page layout to bring up its properties.
            4. In the Prompt Template Type field, select Record Summary.
            5. For Prompt Template Name, choose the required prompts for the object.
            6. Save your configuration and activate your page.
              1. Click Activation.
              2. Click App Default.
              3. Click Assign as App Default, select the required app, and click Next.
                We recommend using the Consumer Goods Cloud app for health assessment and the Consumer Goods Cloud Visit Execution app for inventory deviations.
              4. Save your changes.

            Your users can start using the prompts to generate summaries.

             
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