AccountInsightsSettings Metadata Type in SFDX

Architectural Overview#

The AccountInsightsSettings metadata type controls the org-wide enablement of Einstein Account Insights. When enabled, Salesforce evaluates Account names, websites, and ticker symbols against trusted external news providers to surface key business events—such as mergers and acquisitions, executive leadership changes, cost-cutting initiatives, and company expansion—directly to sales teams.

From a release engineering perspective, managing AccountInsightsSettings in version control prevents FlexiPage deployment failures. If an Account Lightning Record Page (FlexiPage) includes the standard Account Insights component, deploying that page to a target org where enableAccountInsights is false can trigger component validation errors.

Directory and File Conventions#

In SFDX source format, AccountInsightsSettings is stored in the settings/ directory and retrieved via Settings:AccountInsights.

Key Metadata Fields#

The AccountInsightsSettings XML schema defines the following field in API version 68.0:

Declarative XML and Package Manifest Examples#

Here is the standard AccountInsights.settings-meta.xml file:

<?xml version="1.0" encoding="UTF-8"?>
<AccountInsightsSettings xmlns="http://soap.sforce.com/2006/04/metadata">
    <enableAccountInsights>true</enableAccountInsights>
</AccountInsightsSettings>

Package Manifest (package.xml)#

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>AccountInsights</members>
        <name>Settings</name>
    </types>
    <version>68.0</version>
</Package>

CLI Retrieval and Deployment Commands#

Retrieve and deploy AccountInsightsSettings using the sf CLI:

# Retrieve AccountInsightsSettings into force-app/main/default/settings/
sf project retrieve start --metadata Settings:AccountInsights

# Deploy AccountInsightsSettings to the target org
sf project deploy start --metadata Settings:AccountInsights

Architect Best Practices and Gotchas#

• Data Privacy and External Processing: Enabling enableAccountInsights shares Account name and website metadata with Salesforce’s news aggregation service to match relevant articles. Verify compliance with your enterprise data governance policies in regulated industries (such as healthcare or defense) before enabling in production.
• FlexiPage Dependency: Always deploy Settings:AccountInsights before or alongside any FlexiPage that embeds the Einstein Account Insights standard component.

Frequently asked questions

What does the AccountInsightsSettings metadata type enable?

It enables or disables Einstein Account Insights, which curates business news articles, expansion signals, and leadership changes related to customer Accounts.

How is AccountInsightsSettings referenced in package.xml?

Use the Settings metadata type and specify AccountInsights as the member name inside your package.xml manifest.

Where is the AccountInsightsSettings file located in SFDX format?

It is stored at force-app/main/default/settings/AccountInsights.settings-meta.xml in your SFDX repository.

Does enabling AccountInsightsSettings automatically place the component on Lightning pages?

No. Enabling AccountInsightsSettings turns on the backend service, but you must still add the Einstein Insights component to your Account FlexiPage layouts.