Einstein Deal Insights gives sales reps predictions and recommendations from
opportunities, calls, emails, and cases, right in the Pipeline Inspection view. Choose which
insights to show in Pipeline Inspection to help sales reps move deals forward.
Required Editions
Depending on which Einstein features you’ve turned on, some insights are selected for you. To turn off these insights, turn off the corresponding Einstein features.
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From Setup, in the Quick Find box, enter Pipeline Inspection, and
then select Pipeline Inspection Setup.
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In the Turn on Einstein Deal Insights section, select the insights to show.
| Opportunity Closing Likelihood |
Insights about deal progression and sales activities. If Einstein Opportunity Scoring is turned on, this checkbox is selected. |
| Call Recordings |
Trends surfaced from voice and video calls. If Einstein Conversation Insights is turned on, this checkbox is selected. |
| Emails |
Insights and context from relevant emails. If Einstein Activity Capture and Email Insights are turned on, or if Activity Sharing with Non-Einstein Activity Capture Users is turned on, this checkbox is selected. |
| Service Cases |
Insights from service cases related to opportunities. To get insights about service cases, use Cases. |
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Click Save.
