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Einstein Generative AI Add-Ons and Permissions

Einstein Generative AI Add-Ons and Permissions

Users leverage Einstein generative AI in their Salesforce org through supported editions, add-ons, and permissions.

REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions.

Required Add-Ons

The products and add-on licenses in your Salesforce org determine whether you have the necessary flows and prompts to use Einstein generative AI. To use Einstein generative AI, you need these add-ons:

  • Einstein GPT Platform

  • Einstein for Service Innovations

  • FSCServiceEinstein or FSCServiceAI

Required Permissions

Einstein Summary works with Einstein GPT and Prompt Builder. So, you must assign these permission sets to your users:

  • Summarize Record Details: Assign this permission to the users who use Einstein Summary.

  • Einstein GPT Prompt Template User: Assign this permission to the users who use Prompt Builder.

  • Industry Service Excellence: Assign this permission set to the users who use the Service Innovations Einstein: Get Engagement Interaction Details flow, Generate Engagement Interaction Summary prompt template, and Get Record Details invocable action.

To see what's included in a permission set, click View Summary on the permission set's detail page in Setup.

 
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