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 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.
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.
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