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            Einstein Relationship Insights for Admins

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            Einstein Relationship Insights for Admins

            Einstein Relationship Insights, built on the Salesforce platform, offers an AI-powered search and discovery tool that accelerates your research and discovery. Einstein Relationship Insights learns about your interests and uses that information to find relevant content by exploring the web and your internal data repositories.

            Required Editions

            Available in: Unlimited Edition with Einstein Relationship Insights Basic
            Available for an additional cost in: Enterprise, Performance, and Unlimited Editions
            Note
            Note Einstein Relationship Insights is available only in English.
            • Get Started With Einstein Relationship Insights
              Discover critical relationships between people and companies. Identify prospective customers and business opportunities by exploring disparate data sources. Learn about what’s included with Einstein Relationship Insights, what setup we recommend, and how to get ready for your implementation.
            • Users Licenses for Einstein Relationship Insights
              To enable access to data sources for your users, you must choose one user license for each user.
            • Location of Hyperforce Instance
              Einstein Relationship Insights is supported by a single USA1-DF1 instance that’s hosted on Salesforce-managed Hyperforce Infrastructure in the AWS US East region.
            • Set Up Einstein Relationship Insights
              To enable your sales team to use Einstein Relationship Insights, configure the objects and records that track relationships between people, companies, or people and companies.
            • Connect with Salesforce Files
              Connect with Salesforce Files so that your sales reps can explore the documents in Salesforce Files, including the files in Chatter feeds and comments, records, and libraries. Discover more connections and build a network of people and companies by exploring documents in Salesforce Files. View the notes captured by interaction summaries and expand the scope of your relationship recommendations.
            • Create AWS Key to Encrypt Your Data
              If you have enabled Salesforce Files, add another layer of data protection and encrypt your data by using Amazon Web Services (AWS). Encrypt data by using your own keys.
            • Set Up Actionable Relationship Center with Einstein Relationship Insights
              You can integrate Einstein Relationship Insights with Actionable Relationship Center (ARC) for your users to see potentially related existing and new records within ARC. Your users can also create account and person records and Account-Contact and Contact-Contact relationships in ARC for the new records.
            • How Changed Data Is Captured in Einstein Relationship Insights
              Let’s understand how any change in the data is captured in Einstein Relationship Insights.
             
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