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            Set Up Einstein Account Management

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            Set Up Einstein Account Management

            Set up Einstein Account Management dashboards from the Setup menu.

            Required Editions

            Available in: Lightning Experience
            Available with Sales and Government Cloud Plus for an additional cost in: Enterprise, Performance, and Unlimited Editions
            User Permissions Needed
            To turn on Einstein Account Management: Revenue Intelligence Admin permission set
            To use Einstein Account Management: Assign Revenue Intelligence User Permission Sets
            Note
            Note You must have CRM Analytics enabled and you must have Customer Insights version 1.5 or higher to use Einstein Account Management. If you have existing versions of Customer Insights, ensure that you have the latest version.

            To set up Einstein Account Management, use the following steps.

            1. From Setup, in the Quick Find box, enter Einstein Account Management, and then select Einstein Account Management Setup.
            2. Verify that the Revenue Intelligence Admin permission set is assigned to you.
            3. To make Einstein Account Management dashboards and analytics available, enable CRM Analytics. Enabling CRM Analytics automatically installs the Customer Insights app.
            4. Customer Insights version 1.5 or higher is required to run Einstein Account Management. If multiple versions of Customer Insights have been created, Einstein Account Management uses the most recently installed compatible version.
              If you need to modify Customer Insights, go to the Auto-Installed Apps page in Setup. Otherwise, manage Customer Insights directly in Analytics Studio.
            5. Turn on Einstein Account Management. The app installation process can take up to 24 hours. The installation status shows on the Einstein Account Management Setup page.
              You must have 400 rows on your account objects to create the Einstein Discovery models. If you don’t yet have enough data, the Einstein Discovery models can’t be created initially. If you have enough data later, you can go back later and recreate the app.
            6. Assign user permissions. For users who manage the Revenue Insights dashboards, assign the Revenue Intelligence Admin permission set. For users who need read-only access to the dashboards, assign the Revenue Intelligence User permission set.
            7. Schedule the Einstein Account Management Accounts recipe.
              1. In CRM Analytics Studio, click the wheel icon at upper right and select Data Manager. Or, click the Data Manager link in the left-hand column.
              2. Select the Recipes tab on the left.
              3. Select the Einstein Account Management Accounts recipe, and click the triangle to the far right.
              4. Select Schedule, then select an event-based or time-based schedule. Salesforce recommends that you schedule the recipe to run on a regular cadence that is scheduled within 24 hours of your Customer Insights recipes.
              5. Save your settings.
            8. Schedule the data sync.
              1. In Analytics Studio, click the wheel icon at upper right and select Data Manager. Or, click the Data Manager link in the left-hand column.
              2. Select the Connect tab on the left.
              3. Click the arrow to the far right of SFDC_LOCAL, which is the name of the connection your app uses. From the menu that appears, select Schedule.
              4. Set a time for running the data sync. It’s best to select a time outside normal working hours so the sync and recipe don’t interrupt business activities. Save your changes
             
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