AccountIntelligenceSettings Metadata Type in SFDX

Architectural Overview#

The AccountIntelligenceSettings metadata type configures Salesforce’s Account Intelligence suite, including Automated Account Logos, Einstein Account News/Insights, and AI-assisted account research. When enabled, Salesforce enriches Account headers and intelligence panels with visual branding and contextual market signals without requiring third-party AppExchange enrichment packages.

Architects include AccountIntelligenceSettings in baseline org configurations so that all sandboxes, scratch orgs, and production environments maintain consistent UI enrichment and data-sharing postures.

Directory and File Conventions#

In SFDX source format, AccountIntelligenceSettings is stored in the settings/ directory and referenced as Settings:AccountIntelligence.

Key Metadata Fields#

The AccountIntelligenceSettings XML schema supports the following flags in API version 68.0:

Declarative XML and Package Manifest Examples#

Below is a standard AccountIntelligence.settings-meta.xml configuration enabling automated logos and account intelligence:

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

Scratch Org Configuration (config/project-scratch-def.json)#

{
  "orgName": "Sales Cloud Architecture Scratch Org",
  "edition": "Enterprise",
  "settings": {
    "accountIntelligenceSettings": {
      "enableAccountInsights": true,
      "enableAutomatedAccountLogos": true,
      "enableNews": true
    }
  }
}

Package Manifest (package.xml)#

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

CLI Retrieval and Deployment Commands#

Use Salesforce CLI (sf) to synchronize AccountIntelligenceSettings across environments:

# Retrieve AccountIntelligenceSettings from the org
sf project retrieve start --metadata Settings:AccountIntelligence

# Deploy AccountIntelligenceSettings to the target org
sf project deploy start --metadata Settings:AccountIntelligence

Architect Best Practices and Gotchas#

• Firewall and CSP Considerations: Automated Account Logos are served from Salesforce-hosted CDN endpoints after domain resolution against Account.Website. Ensure corporate network proxies do not block standard Salesforce static content domains.
• Person Accounts: Automated Account Logos apply only to business CustomObject Account records (IsPersonAccount = false); Person Accounts display social/contact avatars instead.

Frequently asked questions

What features are controlled by AccountIntelligenceSettings?

AccountIntelligenceSettings controls automated Account logos, Einstein news and account insights, and AI-driven account intelligence features across Sales Cloud.

How do I retrieve AccountIntelligenceSettings using Salesforce CLI?

Run sf project retrieve start with the metadata parameter set to Settings:AccountIntelligence to download AccountIntelligence.settings-meta.xml.

Where does AccountIntelligenceSettings live in an SFDX repository?

It resides in force-app/main/default/settings/AccountIntelligence.settings-meta.xml.

Does enabling Automated Account Logos require website data on Account records?

Yes. Salesforce matches the domain in the standard Website field on the Account record to fetch and display the official company logo.