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Einstein Relationship Insights
Connect or Disconnect a Content Source

Connect or Disconnect a Content Source

Einstein searches the content in web and news to recommend relationships. If admin has enabled Slack, Gmail, or Salesforce Files content sources, Einstein Relationship Insights Growth users can add these content sources and get relationship recommendations from these sources.

Required Editions

Available in: Unlimited Edition with Einstein Relationship Insights Basic
Available for an additional cost in: EnterprisePerformance, and Unlimited Editions

Before you connect Slack, Gmail, or Salesforce Files with Einstein, ensure that your admin enables the application as a content source.

  1. From the Einstein Relationship Insights component, click Setup icon, and then select Settings.
  2. Under Content Sources, select a content source.
  3. If you’re connecting with Slack or Gmail, complete the authentication process.
  4. To disconnect the content source, click Dropdown icon, and then select Disconnect.
  • Outcomes of Connecting Slack as a Content Source
    Identify prospective customers and business opportunities, and build a network of people and companies by using various types of Slack content. After you connect Einstein with Slack as a content source, Einstein explores Slack attachments to discover relationships between people and companies.
  • Outcomes of Connecting Salesforce Files as a Content Source
    Discover people and company relationships by exploring documents in Salesforce Files. Salesforce Files includes the files that are in Chatter feeds and comments, records, and libraries.
 
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