Set Up Einstein Automated Contacts

Set up Einstein Automated Contacts so that reps can spend less time on data entry and more time on sales. This change applies to Lightning Experience only.

User Permissions Needed
To enable Automated Data Capture: Customize Application AND Modify All Data

Einstein Activity Capture must be enabled.

  1. From Setup, enter Sales Cloud Einstein in the Quick Find box, then select Setup Assistant under Sales Cloud Einstein.
  2. Click Set Up next to Einstein Automated Contacts.
  3. On the Setup page, enable the types of data you want to suggest to reps.
    • If you enable Contact suggestions, make sure that all required contact fields have a default value to help avoid errors when reps create contacts.
    • If you enable Opportunity Contact Role suggestions, you can improve suggestions with Smart Email Matching.
  4. Suggestions appear in the Einstein component, so make sure that the component was added to the relevant Lightning pages.