Supercharge your team’s sales productivity at every step of the sales
process with key predictions, intelligent recommendations, and timely automation. Sales Cloud
Einstein is your own data science department that learns from your team’s sales activities and
CRM data. Einstein helps you identify the best leads, convert opportunities more efficiently, and
retain customers with ease. Sales Cloud Einstein also includes the Sales Analytics app and
Inbox.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available with Sales Cloud Einstein, which is available Performance and
Unlimited Editions, and for an extra cost in Enterprise Edition
|
- Increase Productivity with Sales Cloud Einstein
Free up sales reps’ valuable time and increase productivity. When reps connect their email and calendar to Salesforce, Einstein Activity Capture adds email and events to related Salesforce records. This busy work is done automatically, so reps don’t have to.
- Bring Intelligence to Your Daily Workflow with Sales Cloud Einstein
Take Einstein to the next level with intelligence that impacts daily decisions. Einstein Insights gives sales reps relevant updates and follow-up reminders to help them win more deals and nurture relationships with accounts. Einstein Scoring helps reps prioritize leads and opportunities so they can focus on what’s most likely to convert and close.
- Build a Smarter Pipeline with Einstein Forecasting
Take the guesswork out of forecasting. Einstein Forecasting uses AI technology to bring more certainty and visibility to your forecasts. Improve forecasting accuracy, get forecast predictions, and track how sales teams are doing.
- Understand How Sales Cloud Einstein Works
Sales Cloud Einstein might seem like magic, but it’s not. It’s built with science. Data science. Learn more about how Sales Cloud Einstein features use your data to bring intelligence to Salesforce.
- Prepare for Sales Cloud Einstein
Before you set up Sales Cloud Einstein feature, review information about data requirements and other considerations. Learn about sandbox support and how to run the readiness assessor.
- Set Up Sales Cloud Einstein
Use the Sales Cloud Einstein Setup Assistant to get the targeted guidance you need for setting up the Sales Cloud Einstein features you want.
- Analyze Sales Cloud Einstein Data with Reporting
Use reports and dashboards to gain insight into how Sales Cloud Einstein features are working in your org.
