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Considerations for Setting Up Sales Cloud Einstein
Before setting up Sales Cloud Einstein, consider these requirements, limitations, and nuances for each feature.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available with Sales Cloud Einstein, which is available in Performance and Unlimited Editions, and for an extra cost in Enterprise Edition |
General Considerations
- Sales Cloud Einstein is available only to users with standard Salesforce licenses.
- Sales Cloud Einstein isn’t supported in Government Cloud and Government Cloud Plus organizations. Turning on Sales Cloud Einstein can send data outside the authorization boundary. Contact your Salesforce account executive for more details.
- When you set up Sales Cloud Einstein, Salesforce installs two packages in your org, SalesforceIQ Cloud and Sales Insights. Each package adds an associated integration user and profile. Salesforce uses these entities to provide insights to your org. If you update these entities, it can affect your org’s ability to get insights. Depending on the Einstein features you turn on, these integration users can have full access to Accounts, Campaigns, Contacts, Leads, and Opportunities. These users don’t modify your org’s data and don’t affect your Salesforce license usage.
- Platform encryption isn’t currently supported with Sales Cloud Einstein.
- Some Sales Cloud Einstein features require users to connect a Microsoft® Exchange or Gmail™ account to Salesforce.
- Sales Cloud Einstein included in Sales Cloud Unlimited Edition provides analytics
reporting using the CRM Analytics platform. When using this functionality, your license
doesn't allow you to:
- Build custom analytics apps or dashboards
- Upload, access, or connect external data using the API with the exception of datasets provided with Sales Cloud Einstein
- Import data from Salesforce standard or custom objects that aren’t included in this feature
Feature Considerations
- Considerations for Einstein Generative AI Sales Emails
Sales Emails lets your team use Einstein generative AI to create personalized and contextualized emails to send to your contacts and leads. But whether you’re an admin setting things or a sales rep powering through your day, keep these considerations in mind.
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