Einstein for Developers(beta) Setup

Einstein for Developers(beta) Setup

Set Up Overview

A Salesforce admin or user with the appropriate permissions can install Einstein for Developers.

Required Salesforce Editions and User Permissions

Available in: Developer, Enterprise, Partner Developer, Performance and Unlimited Editions.

Inoperable in: Group, Professional and Essentials Editions

User Permissions Needed

Configure Einstein for Developers(beta): CustomizeApplication and ModifyAllData

Enable Einstein for Developers(beta)

An Admin can enable (Einstein for Developers(beta) in a supported Salesforce org.

  1. From Setup, enter Einstein for Developers in the Quick Find box, then select Einstein for Developers. If you don’t see Einstein for Developers as an option under Setup in your Developer Edition org, it was likely created before Einstein for Developers was introduced and doesn’t have the correct permissions. To continue, create another Developer Edition org.
  2. Enable Einstein for Developers, and then review and accept the license agreement. Einstein for Developers(beta) is activated in the org and all the users in the org have access to the feature.

An admin can add additional users to the org as needed:

  1. From Setup, enter Users in the Quick Find box, then select Users.
  2. Click New User or Add Multiple Users.
  3. Select the appropriate license type and profile based on the user’s role.
  4. Select the Generate passwords and notify user via email checkbox.
  5. Click Save. This procedure generates an email inviting the new users into the org.

Visual Studio Code Version

VS Code releases a new version each month with new features and important bug fixes. You must be on VS Code Version 1.76 or higher to run the Einstein for Developers extension. You can manually check for updates from Help > Check for Updates on Linux and Windows or Code > Check for Updates on macOS.

Install Einstein for Developers Extensions

First install Salesforce Extensions and Salesforce CLI on your desktop to use Einstein for Developers(beta) locally.

Install the Salesforce Extensions

Then install Einstein for Developers(beta)from the VS Code marketplace.

Install Einstein for Developers(beta)

Open a Salesforce DX project in VS Code. A sidebar panel opens and the Einstein logo on the activity bar confirms that the extension is installed.

einstein installed

Connect to an Org

The Einstein for Developers(beta) tool is run in the context of a Salesforce org, in Salesforce DX project. To use this tool:

  1. Go to File > Open Folder in the menu and open an existing Salesforce DX project in VS Code, or create a new one.

  2. Run the SFDX: Authorize an Org command to connect to the Salesforce sandbox org or scratch org that has Einstein for Developers(beta) enabled.

Use Einstein for Developers(beta) in a Scratch Org

Einstein for Developers(beta)is only available in scratch org editions that can author Apex:

  • Developer Edition
  • Enterprise Edition

Activate Einstein for Developers(beta) by turning on an add-on scratch org feature.

Edit and save the config/project-scratch-def.json file in your DX project to add the “EinsteinGPTForDevelopers” feature to your existing feature list.

For example:

"orgName": "Acme Company",
"edition": "Developer",
"features":[“Communities”, “ServiceCloud, "EinsteinGPTForDevelopers"]

Show Einstein Feedback Console View

Run Einstein: Show Prompt History from the Command Palette to open the Feedback console. When opened, you can view a running history of your prompts and associated responses. Use 👍, 👎, and comments for each response to provide us feedback about the quality of the generated code. Your feedback during this beta is key to helping us improve AI model quality and overall product.

feedback panel

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