Salesforce Sales Account Research Deep Dive: Set-Up ...

Quoted on this wiki

Every place a page here uses this source, in the order the words come in it.

1. Before turning anything on, make sure Einstein Generative AI is enabled in your org. “If you plan to use Account Plans, those should be enabled as well to get the most value.” From Setup, search for Account Research and open the settings page.

   In Joint account planning

2. Sales Account Research is a generative AI-powered feature designed to help sales teams gather external company insights, initiating the research directly from an account or account plan record within Salesforce. Instead of hunting for information elsewhere, Salesforce brings relevant research to you and presents it in a structured, usable way. “Out of the box, it can generate insights such as an overview of the company, competitive strengths and weaknesses, industry trends, key performance indicators, strategic priorities, and main competitors.” The research is sourced from the web, expanded into readable summaries, and includes citations so users can see where the information came from. Once generated, the content can be reviewed, edited, rewritten to match your tone, and selectively saved back to fields on the account or account plan.

   In AI account research

Quotes are verbatim and belong to their publishers. Where a quote has been translated, the original wording is kept below it.