Einstein Setup is the umbrella Setup page for enabling and configuring all the Einstein features in your org — Einstein Activity Capture, Einstein Bots, Einstein Discovery, Einstein Search, Einstein Prediction Builder. It's the entry point; each feature has its own deeper setup page.
- Open Setup → Einstein Setup
Setup gear → Quick Find: Einstein → Einstein Setup.
- Review the licensed Einstein features
The page lists all Einstein products in your org with their license status (Enabled / Available / Not Licensed).
- Click into each feature for individual setup
Most features have their own deeper Setup page reached via this dashboard. Click "Set Up" on each.
- Configure permissions
Most Einstein features require a specific Permission Set License (PSL) plus a Permission Set granting access. Setup → Permission Set Licenses to verify availability.
- Save / activate per-feature
Each Einstein feature has its own activation toggle. Einstein Setup is a dashboard, not a global on/off.
Email/calendar sync.
AI chatbots.
Predictive analytics in Tableau CRM.
AI-powered global search.
No-code predictions on Salesforce data.
- Einstein Setup is a dashboard, not a switch. The page lists features; each feature has its own Setup page where the actual config happens.
- Einstein licenses are often add-ons. The dashboard shows what's licensed — features grayed out require purchase.
- Some Einstein features have Permission Set License (PSL) limits — "100 users with Einstein Search PSL." Hitting the limit blocks new assignments.