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Turn On Einstein Conversation Insights
Enable Einstein Conversation Insights from the General Settings page in Setup. You can also use the new Salesforce Go experience to access more settings from a single location.
Required Editions
| Available in: Lightning Experience |
| Available in Einstein Conversation Insights, which is available in Starter, Pro, Enterprise, Performance, Unlimited, and Agentforce 1 Sales Editions |
| User Permissions Needed | |
|---|---|
| To enable Einstein Conversation Insights: | Customize Application |
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From Setup, enter Einstein Conversation Insights in the
Quick Find box, then select General
Settings.
To use the new Salesforce Go experience, select Salesforce Go from the Setup dropdown and navigate to the Einstein Conversation Insights feature.
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Turn on Conversation Insights.
The Conversation Insights Readiness indicator displays when the related dashboards are available. This process can take some time, so continue with the next steps until they’re available. Do not turn the toggle off and on again during this time.Troubleshooting Dashboard Creation Issues
You can resolve some dashboard creation problems from the Analytics Setup page. For more persistent issues, reach out to Salesforce Customer Support.
From Setup, enter Analytics in the Quick Find box, then select Auto-Installed Apps under the Apps section.
If the Conversation Intelligence app isn’t successfully installed, click the Requests tab. Select the drop-down menu for the Conversation Intelligence request and click View Log.
The log describes what caused the Analytics app installation to fail. Resolve the issue then retry the installation from the drop-down menu.
Error Message Related Issue and Solution Something went wrong while executing the Sync_Lead node: Field [ScoreIntelligenceId] is not available. Verify that the field exists and that the Analytics Cloud Integration User profile has Read level access on the field. Some fields aren’t accessible for reporting. Make sure Data Sync is enabled and have your Analytics admin (with a CRM Analytics Growth Admin or CRM Analytics Plus Admin license) open up field visibility from Analytics Data Manager.
Data Sync is enabled by default in most orgs, but you may need to turn it on. From Setup, enter Analytics in the Quick Find box, then select Settings. Select Enable Data Sync and Connections if it’s not enabled and save your changes.
If you’re an Analytics admin, navigate to the Connect node in the Analytics Data Manager and open the related object in the SFDC_LOCAL connection. Address problems of field visibility based on the errors reported, and retry the installation from the Auto-Installed Apps page.
Something went wrong while executing the Sync_Lead node: Field [ScoreIntelligenceId] is not available. Verify that the field exists and that the Analytics Cloud Integration User profile has Read level access on the field. This error can occur if Lead Scoring was turned on-and-off in sandbox, and this sandbox environment was copied to production prior to enabling Einstein Conversation Insights.
Turn Lead Scoring back on in your production environment to fix this issue.
Something went wrong while executing the Sync_Lead node: Fields [FirstEmailDateTime, FirstCallDateTime] are not available. Verify that the fields exists and that the Analytics Cloud Integration User profile has Read level access on the fields. This error can occur if Sales Engagement was turned on-and-off in sandbox, and this sandbox environment was copied to production prior to enabling Einstein Conversation Insights.
Turn Sales Engagement back on in your production environment to fix this issue.
Enabling ECI creates a dataflow available in Analytics Studio. The dataflow for the dashboards is set to run every eight hours by default. To modify the dataflow settings, go to Analytics Studio from the App Launcher. Click Data Manager from the menu on the left, and then Manage Dataflows at the bottom of the menu. Select the Dataflows tab. You can update the schedule by selecting Schedule in the dropdown for the Conversation Intelligence Call Insights Dataflow.
Turning off Einstein Conversation Insights deletes the Conversation Insights dashboard and related datasets from Analytics. If you decide to turn on Conversation Insights later, it takes time to create the dashboard again.
