Einstein Automated Contacts: Create Reports Based on Suggestions

You can create reports and dashboards related to contact suggestions and opportunity contact role suggestions. For example, use reports to get a quick view of which suggestions Einstein added to Salesforce and for which accounts.

Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, and Unlimited editions.

How: To get started, create a custom report type. To report on contact suggestions, use Accounts as the primary object and Einstein Contact Suggestions as the secondary object. To report on opportunity contact role suggestions, use Opportunities as the primary object and Einstein Opportunity Contact Role Suggestions as the secondary object. Then add more criteria to focus on the data you need.