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.

1. From Setup, in the Quick Find box, enter Einstein, and then select Einstein Relationship Intelligence.
2. Turn on Einstein Relationship Insights.
3. Select a person record object.
   Most customers select the contact object.
4. Select the values for Display Field 1, Display Field 2, and Display Field 3.
   The display fields let your user select the correct matching record. Multiple matching records exist for a contact or person object.
5. To add more person records, click Add Person Record Object.
   You can add up to five person record objects. You can also select the record type and the display fields.
6. Select a company record object and the display fields.
   You can add up to five company record objects. Most users select the account object.
7. To add more company records, click Add Company Record Object.
   You can also select their display fields.
8. Save your changes.
9. Under Content Sources, move the content sources that you want to enable for your users to the selected list, and then save your changes.
   

   Note When you disconnect Slack as a content source, request the Salesforce support team to delete the workspace content. To reconnect with Slack, add Slack as a content source and notify your users to connect with the Slack workspace.
10. Ensure that you provide your users with access to Einstein Relationship Insights Canvas App.