Einstein’s AI helps you identify candidates for your account-based marketing efforts. It
creates a scoring model based on your previous opportunity creation data and provides a tier
ranking for individual accounts. You can use the account tier to target ideal prospects in
engagement programs, automation rules, and dynamic lists. In addition, account attributes and
engagement metrics are included as insights to help you focus your plans.
Required Editions
| Available in: Account Engagement Advanced and Premium
Editions with Salesforce Enterprise, Performance, or Unlimited
Edition |
- Considerations for Einstein Key Accounts Identification
Before you work with Einstein Key Accounts Identification, review these considerations.
- How It Works
Einstein Key Accounts Identification handles the selection phase of your account-based marketing efforts by offering two values: a tier ranking and key factors.
- Set Up Einstein Key Accounts Identification
Turn on Einstein Key Accounts Identification in Marketing Setup, and tell users that they can add the Einstein Account Tier field to their list views or custom reports.
- Create an Account Tier Field in Account Engagement
Users can filter automation rules by Einstein Key Accounts Identification account tier. To show the account tier field when users are creating rules, an admin must first map the field in Account Engagement as a custom field.
- Use the Account Tier Field in Automations
After an admin sets up the account tier field to work with Account Engagement automations, you can use it as a filter for automation rules, dynamic lists, and in Engagement Studio.
