Get access to more advanced analytics dashboards built on CRM Analytics. Salesforce
admins can evaluate the effectiveness of Einstein features such as Einstein Lead Scoring. Sales
leaders, managers, and reps can use Einstein Discovery for Reporting and Sales Analytics to get
deeper insights into their sales data. From the Analytics tab or Analytics Studio, see the apps
you have access to.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Cloud Einstein, which is available in Performance and
Unlimited Editions, and for an extra cost in Enterprise Edition
|
| Sales Cloud Einstein Feature or App |
Description |
| Einstein Activity Capture |
Summary of sales activities, including activities added with Einstein Activity Capture.
See Review the Activities Dashboard
|
| Einstein Discovery for Reporting |
Adds the Analyze button to reports, letting sales teams surface statistically
significant occurrences about their reporting data. See Analyze Report Data. |
| Einstein Lead Scoring |
Insights into company-level predictive factors, lead conversion rates, and top lead
sources. See Review the CRM Analytics Lead Scoring Dashboard. |
| Einstein Forecasting |
The prediction trend and summary graphs help you visualize your own predicted closing
within a forecast period. See Einstein Forecasting. |
| Sales Analytics |
With intuitive visualizations based on your Salesforce data, the Sales Analytics lets
you move from insight to action quickly and helps you turn data into smarter sales. You must
create the Sales Analytics app before you can
access its dashboards and datasets.
|
