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Sales Programs and Partner Tracks with Enablement
Set Up a Sandbox for Testing Enablement Measures Built on Einstein Conversation Insights

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Set Up a Sandbox for Testing Enablement Measures Built on Einstein Conversation Insights

Some additional steps are required if your Enablement admins want to test full Enablement programs that use Einstein Conversation Insights (ECI) measures in a sandbox. Enablement testing is supported in full sandboxes only.

Required Editions

Available in: Lightning Experience
Available with Sales, Service, or Salesforce Platform for an additional cost in: Enterprise, Performance, and Unlimited Editions
User Permissions Needed
To set up ECI and Enablement and to adjust sharing settings:

View Setup and Configuration

AND

Modify All Data OR Customize Application
To create, refresh, activate, and delete a Full sandbox: Manage Sandboxes

Before setting up a sandbox for testing ECI measures, set up ECI in production. See Set Up Einstein Conversation Insights for Enablement.

Important
Important ECI isn’t supported in Developer Edition, isn’t supported in Partner Enablement programs in Experience Cloud sites, and isn’t included with Enablement Lite. However, if you’re trying Enablement Lite and your company already uses ECI, you can still use ECI measures with Enablement Lite programs.
  1. Log in to a full sandbox copy of your production org.
  2. From Setup, in the Quick Find box, enter Einstein Conversation Insights General Settings, and then select it.
  3. Find Turn On Insight Reports and Conversation-related Measures for Enablement and set it to On.
    If this setting is already on, turn it off and back on.
  4. Verify that Turn On Insight Reports and Conversation-related Measures for Enablement is on.
 
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