Receive feedback from Einstein Coach on a sales pitch whenever and as often as you like by accessing Einstein Coach in the Guidance Center. Get help perfecting your sales pitch at your convenience, as many times as is necessary.
Required Editions
| Available in: Lightning Experience |
| Available with Einstein for Sales with an Enablement add-on in Performance and Unlimited Editions and for an extra cost in Enterprise Edition |
| User Permissions Needed | |
|---|---|
| To get feedback from Einstein Coach: |
Take Enablement Programs AND Use Einstein Coach |
- Open the Guidance Center by clicking the Trailhead icon in the global navigation bar.
- Scroll down and find the Einstein Coach tile.
- Click Get Feedback.
- Search for and select the product you want to practice a pitch for. Or to move forward without selecting a product, click Skip This Step.
- Record your sales pitch. Make sure the pitch includes only one speaker and is recorded using Zoom Meetings, Google Meet, or Microsoft Teams. Calls recorded outside of these supported video recording providers aren’t supported.
- Select your recording from the dropdown menu.
Recordings can take time to appear in the dropdown menu. If you recorded a single-user video call by using a supported recording provider and don’t see your recording, verify that the recording has a finished transcript available in the video call’s record.
- Click Request Feedback from Einstein.
- Review the feedback you received.
The feedback you receive from Einstein Coach isn't saved. To refer to it again, consider copying and pasting the feedback to another location or taking a screenshot. At the end of the exercise you can rate how helpful the feedback you received was and then try another pitch. The feedback you provide on this exercise is shared with Salesforce so we can continue improve the use of Einstein Coach.