Loading
Sales Productivity
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set Up Automatic Contact Enhancements

            You are here:

            1. Salesforce Help
            2. Docs
            3. Seller Productivity

            Set Up Automatic Contact Enhancements

            Turn on Automatic Contact Enhancements, add fields to the contact record layout and list views, and recognize when the feature is on.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with Sales, and Agentforce 1 Sales Edition
            User Permissions Needed
            To enable or disable Automatic Contact Enhancements: View Setup and Configurations AND Customize Application
            To view the Automatic Contact Enhancements setup page: View Setup and Configurations
            Tip
            Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See Discover and Set Up Features With Salesforce Go.

            Before you start, check that you’ve met the requirements in Considerations for Automatic Contact Enhancements.

            1. Enable Einstein Generative AI in Setup.
            2. If you haven’t already, enable Einstein Activity Capture.
            3. From Setup, enter Contact Creation Automation in the Quick Find box, and select it.
            4. Turn on Automatic Contact Enhancements.
            5. To see the Buyer Attributes, Department Group, and Seniority Level fields on the contact record, add the fields to the Contact record layout. You can also add them to list views. Buyer Attributes, Department Group, and Seniority Level fields are available with all profiles except custom and minimum-access. To provide access, use field-level security in Object Manager.
              List view of contacts for Ursa Major Solar account, with Seniority Level, Department Group, and Buyer Attributes columns highlighted

            Automatic Contact Enhancements starts updating your contact records from your new email interactions and up to 4 historical email interactions. For a list of fields that are updated, see Considerations for Automatic Contact Enhancements.

            An indicator on contact records shows that the feature is on.

            Contact record details with Data Enhanced by Einstein text highlighted
            Note
            Note If your org uses custom Contact record pages, the indicator may not appear automatically. To display it, add the Sales Einstein GPT for Contacts component to the page using Lightning App Builder.

            See Also

             
            Loading
            Salesforce Help | Article