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            Set Up Einstein Generative AI

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            1. Salesforce Help
            2. Docs
            3. Quickstart Your Einstein Generative AI Solution

            Set Up Einstein Generative AI

            Set up Einstein generative AI to get access to powerful generative AI features.

            Required Editions

            Available in: Enterprise, Performance, and Unlimited Editions with an Einstein for Sales, Einstein for Platform, Einstein for Service, Einstein 1 Service, or Einstein GPT Service add-on. To purchase add-ons, contact your Salesforce account executive.
            Note
            Note For Tableau users, refer to the instructions in Turn On Tableau AI for Your Site.

            Step 1: Verify Data Cloud in Your Org

            Before turning on Einstein generative AI features, make sure Data Cloud is provisioned and enabled in your org. Data Cloud is required for essential Einstein Generative AI functionality, such as the Trust Layer.

            System admin: Navigate to Data Cloud Setup. If you don’t see this option, refresh your page, or log out and log back in with your admin user credentials. If you still don't see this option, ensure that you're using a required edition. For more support, contact your Salesforce Account Executive (AE).

            For Data Cloud setup instructions, see Set Up and Maintain in Salesforce Help.

            Step 2: Turn On Einstein Generative AI

            Turn on Einstein to use generative AI features across Salesforce. After you turn on Einstein, we’ll need a few minutes while we sync Einstein and Data Cloud. This step isn’t needed for new orgs because the Einstein setting is automatically turned on.

            1. System admin: From Setup, in the Quick Find box, enter Einstein Setup, and then select Einstein Setup.
              Note
              Note If you can’t find Einstein Setup, ensure that your org meets the prerequisites for any generative AI features you plan to use. For more support, contact your Salesforce Account Executive (AE).
            2. Enable Turn on Einstein, if it's not already turned on.

            Step 3: Set Up Einstein Trust

            Build trust in your generative AI. Use the Einstein Trust Layer to personalize data privacy controls that are integrated into the end-user experience.

            Step 4: Turn On Data Collection for Agentforce and Generative AI Audit and Feedback

            Store run-time data in Data 360 for Agentforce Session Tracing Einstein generative AI audit and feedback data. You can use that data for monitoring, compliance, analytics, prompt adjustments, and LLM tuning to enhance your Agentforce applications.

            Note
            Note Turning on data collection increases your org’s credit consumption rate. Consent assumes that you’ve reviewed and accept any potential cost implications (see Data Cloud Billable Usage Types).

             

            1. System admin: Set Up Einstein Generative AI Audit and Feedback.
            2. System admin: Set Up Agentforce Session Tracing.
             
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