1. From Setup, enter Assisted Setup in the Quick Find box, and then select Assisted Setup under Einstein Sales.
2. If it’s your first time visiting the setup page, click GetStarted.The Sales Cloud Einstein setup page shows all the steps you need for Sales Cloud Einstein deployment, including how to assign Einstein to users.
3. Click Set Up next to Einstein Automated Contacts.
4. On the Setup page, enable the types of data you want to suggest to users.If you enable Opportunity Contact Role suggestions, you can improve suggestions with Smart Email Matching.
5. Select whether you want Einstein to automatically add new data (beta) or suggest it to users.Suggestions appear in the Einstein Insights component, so make sure that the Assistant component was added to the Home page and the Einstein Insights component was added to account and opportunity Lightning pages.
6. Make sure users have proper field-level security for the Lead Source field on contacts. The Lead Source field is used to create the Added By Einstein list view.
7. To avoid errors when contacts are created, make sure that: All required contact fields have a default value.Einstein users have proper field-level security on all standard contact fields.
8. All required contact fields have a default value.
9. Einstein users have proper field-level security on all standard contact fields.