Provide your teams with curated paths through your data, plus powerful tools for
spontaneous, deep explorations. With an intelligent app, you have a purpose-built set of
analyses and insights about a specific area of your business. Answer pressing questions, predict
outcomes, and get recommendations on the next best actions with insights infused directly within
the flow of work in Salesforce.
Required Editions
| Intelligent Analytics apps are available in Lightning Experience. |
| CRM Analytics is available for an extra cost in Enterprise,
Performance, and Unlimited Editions. Also available in Developer Edition.
|
Revenue Intelligence—Close
deals with confidence, set accurate forecasts, and deliver predictable revenue growth. Revenue
Intelligence leverages CRM Analytics, Einstein Forecasting, Einstein Activity Capture, and
other AI to deliver intelligent, data-driven insights in the context where sales teams
work.
Service
Intelligence—Determine whether you're meeting your customer service goals with
easy-to-understand data visualizations. Service Intelligence includes Data 360, CRM
Analytics, and Einstein Conversation Mining. The combination of customer data, key performance
indicators (KPIs), and AI help your service team improve operations and reduce costs.
Segment
Intelligence—Combine Data 360 and CRM Analytics to surface insights on
segments across multiple channels, engagement types, and conversion sources, such as revenue
from Commerce Cloud. Build and enhance segments with actionable performance insights and
improve your marketing return on investment (ROI) with more relevant audiences and
campaigns.
Field Service Intelligence—Enhance
customer engagement with real-time personalization, optimize mobile workers with our
best-in-class scheduling engine and access to offline data, and improve field visits with the
help of trusted AI built on the Einstein 1 Platform.
Commerce
Intelligence—Natively connect your commerce experiences to the #1 sales,
service, and marketing apps, and activate data from any source with ease. From fast storefront
setup to boosting sales, enhance your ecommerce journey across every customer touchpoint.
- Manage Your Intelligent Apps
Use the App Management tab to manage Intelligent Apps, such as Revenue Intelligence, Commerce Intelligence, or Service Intelligence. You can monitor the status of Intelligent App installs, view logs to troubleshoot install issues, update and delete apps, and schedule app refreshes.
