To use the Einstein generative Artificial Intelligence (AI) features to generate a
summary from records, turn on Einstein for Wealth Management in Setup.
Required Editions
Available in: Lightning Experience
Available in: Starter,
Professional, Enterprise, and Unlimited Editions
User Permissions Needed
To create and manage prompt templates in Prompt Builder:
Prompt Template Manager permission set
To use the Einstein Summary component:
Einstein for Service Innovations permission set
Note To use Einstein Generative AI features, you must install the
required add-ons.
From Setup, in the Quick Find box, enter Einstein Generative AI, and
then select Einstein Setup.
Select Turn on Einstein.
From Setup, in the Quick Find box, enter Financial Services AI
Settings, and then select Financial Services AI
Settings.
Generate a Summary Generate a financial summary for the account record that includes key financial details, such as plans, goals, accounts, holdings, and open cases.
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