Einstein Setup is at its best in the first few weeks of an Einstein rollout and during quarterly discovery walks. Treat it as a discovery surface and an activation wizard, not as a long-term configuration interface. The advanced work happens in Einstein Platform; the introduction happens in Einstein Setup.
- Open Einstein Setup and review the recommendations
Setup, Einstein, Einstein Setup. Skim the recommendations and the dashboard. Note which features are enabled, not enabled, or have outstanding setup.
- Sketch the activation order on paper
Dependencies matter. Activity Capture before scoring features. Knowledge before article recommendations. Trust Layer before LLM features. Sketch the order before clicking any wizards.
- Activate one feature at a time through the wizards
Pick one feature. Run the wizard end to end. Let it complete and validate. Resist the urge to activate three features in parallel; per-feature focus avoids confused debugging when one wizard's choices affect another.
- Validate each activation before moving on
After each wizard, open the feature's configuration in Einstein Platform. Confirm the settings look right. Check that the feature is producing output (predictions, suggestions, signals).
- Graduate to Einstein Platform once familiar
For ongoing tuning, the Platform per-feature pages expose more options than the Setup wizards. Move to Platform once you know the feature well enough to want the extra knobs.
- Re-visit Einstein Setup quarterly
Salesforce ships new Einstein features per release, often without big announcements. The quarterly walk through Einstein Setup catches new capability you would otherwise miss.
- Document activations in your Einstein feature inventory
Each activated feature should have an owner and a review date in your inventory document. Activation through a wizard does not absolve you of operational ownership.
Drives by edition and license. Features the edition does not include are hidden or grayed out.
Heuristics based on data shape and usage. Useful as a discovery aid; not a substitute for judgment.
Curated subset of the underlying configuration. More limited than Einstein Platform, intentionally.
The activation wizards respect existing Trust Layer settings. Configure Trust Layer first.
Surfaced in some wizards but not all. Sketch dependencies on paper rather than relying on the UI to enforce them.
- Einstein Setup does not enforce activation order. Activating Opportunity Scoring before Activity Capture produces scoring on thin activity data and predictable disappointment.
- Wizards expose fewer options than the Platform pages. Some advanced tuning is not accessible from Setup at all.
- Recommendations are heuristics, not personalized strategy. Use them as a discovery aid and apply judgment before activating.
- Activation does not transfer ownership. Every activated feature needs an owner and a review cadence; the wizard does not enforce that discipline.
- Einstein Setup and Einstein Platform write to the same records. Changes made in either place are visible in the other; do not assume changes are isolated.