Set Up Einstein Relationship Insights

Configure the connected app for Einstein Relationship Insights, and then assign licenses to users. From Setup, in the Quick Find box, enter Einstein, and then select Einstein Relationship Intelligence. Enable Einstein Relationship Insights, and then select the object connections to enable your users to explore the objects. Choose the location at which the Einstein Relationship Insights component appears on the page layout, and then add the component to the page.

Use a new and dedicated database to save your relationship object mappings. For the mandatory database migration to take effect, turn off and then turn on Einstein Relationship Insights, and then save the object configurations. This is a mandatory task.

Note To configure session security for government cloud organizations, deselect Lock sessions to the IP address from which they originated in Session Settings. For more information about how to configure Session Security Settings, see Salesforce Help.

1. Assign Licenses to Users
   For your users to access Einstein Relationship Insights, assign a license.
2. Enable and Configure Einstein Relationship Insights
   Enable Einstein Relationship Insights to configure the person record and company record objects. Use the record of interest to see recommended relationships. Enable content sources so that your users can explore relationships. For example, connect with Twitter as a content source and enable your users to search for content on Twitter and view recommended relationships based on the attachments.
3. Manage Access to the Einstein Relationship Insights App
   Enable access to the connected app for your users to access Einstein Relationship Insights.
4. Add the Einstein Relationship Insights Component to Page Layouts
   To ensure the Einstein Relationship Insights component is displayed to your users, add the component to page layouts. Add the component to the pages that correspond to the selected people object and company object.
5. Add the Einstein Relationship Insights Digest Component to the Home Page
   Add the Einstein Relationship Digest Component to the home page so that your sales reps can see relationship updates from the records they follow, on their home page.