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Create Custom Einstein Email Insights
Einstein Email Insights give sales reps critical sales context alongside relevant inbound emails. You can get the most relevant email insights by specifying what to look for in email content.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Cloud Einstein, which is available in Performance and Unlimited Editions, and for an extra cost in Enterprise Edition |
| Available with Inbox, which is available in Professional, Enterprise, Performance, and Unlimited Editions |
| Available with Sales Engagement, which is available for an extra cost in: Enterprise, Performance, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To create custom Einstein Email Insights: | Customize Application |
| To view custom Einstein Email Insights: | Sales Cloud or Einstein Activity Capture |
- From Setup, in the Quick Find box, enter Einstein Activity Capture, and then select Einstein Email Insights.
- Click New.
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Enter an insight label and description.
The description appears when users hover over the label in the activity timeline.
If you update an insight name or description for active and inactive email insights, existing labels and descriptions are updated.
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Enter up to 10 sets of keywords and choose whether the search is case-sensitive.
Confirm that the insight is enabled.
You can have up to 10 active insights.
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Select any standard insights that you want to combine with your custom insight.
There’s an “and” condition between the custom insight and standard insights that you select to combine with your custom insight. For the insight to be generated, the email must contain at least one defined keyword and a selected standard insight. For example, if you’re in the automotive industry, you could customize an email insight to look for words like car, auto, drive, and race in emails.
- Enable the insight, if you want it to be active.
- Click Save Draft or Save & Apply.
Sales reps see custom email insights, when available, in the activity timeline and the email detail page. Custom insights are visible on reports to all users. Not all users can view custom email insights on email records. To see both standard and custom insights on records, users need to be assigned Einstein Activity Capture Included and Sales Cloud Unlimited licenses.
