Help reps spend even less time on data entry. Einstein Automated Contacts uses email
and event activity to find new contacts and opportunity contact roles to add to Salesforce.
Choose whether Einstein suggests the new data, which reps can add with just a couple of clicks,
or adds it automatically.
Required Editions
Available in: Lightning Experience
Available with Sales Cloud Einstein, which is available in Performance
and Unlimited Editions, and for an extra cost in Enterprise
Edition
From Setup, enter Assisted Setup in the Quick Find box, and then
select Assisted Setup under Einstein Sales.
The Sales Cloud Einstein setup page shows all the steps you need for Sales Cloud
Einstein deployment, including how to assign Einstein to users.
Click Set Up next to Einstein Automated Contacts.
On the Setup page, enable the types of data you want to suggest to users.
Select whether you want Einstein to automatically add new data or suggest it to
users.
Suggestions appear in the Einstein Insights component, so make sure that the Assistant
component was added to the Home page and the Einstein Insights component was added to
account and opportunity Lightning pages.
Make sure users have proper access to accounts, contacts, and opportunities.
To add or decline contact suggestions, users need edit access on accounts. To add or
decline opportunity contact role suggestions, users need edit access on opportunities, and
read or edit access on contacts.
Make sure users have proper field-level security for the Lead Source field on contacts.
The Lead Source field is used to create the Added By Einstein list view.
To avoid errors when contacts are created, make sure that:
All required contact fields have a default value.
Einstein users have proper field-level security on all standard contact fields.
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