Einstein generative AI setup and add-on licenses
Key Takeaway
Before users see generative AI summaries in Agentforce Consumer Goods, the org needs two groups of add-on licenses, two settings turned on, the right permission sets, and the Einstein Quick Insights component on the record page.
Agentforce Consumer Goods can use Einstein generative AI to summarize how a managed account is performing and why warehouse inventory doesn't match. Users read these summaries on the Account and Warehouse record pages. Setup has four parts: add-on licenses, two settings, permission sets and the Einstein Quick Insights component. Users don't see the summaries until all four are in place.
The two use cases
Einstein generative AI in Agentforce Consumer Goods covers two use cases: account performance (health assessment) and inventory deviations. In both, users view the summary, insights or recommendations in the Einstein Quick Insights component on the record page.
On the Account object, health assessment shows:
- The highest- or lowest-performing products, brands or categories
- Total order revenue for a time period
- The challenges of underperforming accounts, based on visit feedback, customer reported tasks and customer asset audits
On the Warehouse object, inventory deviations show discrepancies found during inventory reconciliation. Examples include expected versus actual product checkout quantity, and products on a truck that aren't part of the check-in document.
Priya is a key account manager for a supermarket chain. She opens the chain's Account record and chooses the health assessment prompt in Einstein Quick Insights. The summary names the brands that perform worst at that account. It also lists challenges drawn from recent visit feedback and customer asset audits. Later that day, a warehouse supervisor opens a Warehouse record after inventory reconciliation. The inventory deviation summary shows that the actual checkout quantity of a juice product is lower than expected. The summary also flags two products on a truck that aren't part of the check-in document.