Einstein Features in Sales

Many Sales features use AI and machine learning. Review which features are best for you, and see the license requirements for each feature.

Feature Where It Appears Which Licenses Include It
Einstein Lead Scoring
  • Lightning Experience
  • Salesforce Classic
  • Salesforce app (list views only)
  • Sales Cloud Einstein
  • Sales Engagement
  • Account Engagement Advanced Edition
Einstein Opportunity Scoring
  • Lightning Experience
  • Salesforce Classic
  • Salesforce app (list views only)
  • Sales Cloud Einstein
  • Salesforce user license
Einstein Automated Contacts (Feature is scheduled for retirement on February 15, 2025. See Einstein Automated Contacts Retirement.) Lightning Experience Sales Cloud Einstein
Einstein Forecasting
  • Lightning Experience
  • Salesforce Classic
  • Salesforce app

Sales Cloud Einstein

Note
Note Salesforce Forecasting and the forecast hierarchy must be enabled.
Einstein Coach Lightning Experience Einstein for Sales with an Enablement add-on
Einstein Conversation Insights Lightning Experience Included in Performance and Unlimited editions and available as an add-on in Enterprise Edition
Einstein Activity Capture Lightning Experience
  • Sales Cloud Einstein
  • Sales Engagement
  • Revenue Intelligence
Einstein Email Insights Lightning Experience Included with Einstein Activity Capture
Einstein Recommended Connections Lightning Experience Included with Einstein Activity Capture
Einstein Campaign Insights Lightning Experience Account Engagement Advanced and Premium Editions
Einstein Behavior Scoring Lightning Experience Account Engagement Advanced and Premium Editions
Einstein Attribution Lightning Experience Account Engagement Advanced and Premium Editions
Einstein Send Time Optimization Lightning Experience Account Engagement Advanced and Premium Editions
Einstein for Sales: Sales and Emails Lightning Experience, Salesforce email integrations for Outlook and Gmail Einstein for Sales add-on
Einstein for Sales: Call Summaries Lightning Experience, Einstein Conversation Insights Einstein Conversation Insights (included in Enterprise, Performance, and Unlimited editions and available as an add-on in Enterprise Edition for more than 10 users) with the Einstein for Sales add-on
Einstein for Sales: Call Explorer Lightning Experience, Einstein Conversation Insights Einstein Conversation Insights (included in Enterprise, Performance, and Unlimited editions and available as an add-on in Enterprise Edition for more than 10 users) with the Einstein for Sales add-on
Einstein for Sales: Sales Signals Lightning Experience, Einstein Conversation Insights Einstein Conversation Insights (included in Enterprise, Performance, and Unlimited editions and available as an add-on in Enterprise Edition for more than 10 users) with Data 360 and the Einstein for Sales add-on
Einstein for Sales: Generative Conversation Insights Lightning Experience, Einstein Conversation Insights Einstein Conversation Insights (included in Enterprise, Performance, and Unlimited editions and available as an add-on in Enterprise Edition for more than 10 users) with the Einstein for Sales add-on
Einstein for Sales: Summarize Record
  • Lightning Experience
  • Salesforce app
Einstein for Sales add-on
Einstein for Sales: Create Close Plan
  • Lightning Experience
  • Mobile
Einstein for Sales add-on
Einstein for Sales: Find Similar Deals
  • Lightning Experience
  • Salesforce app
Einstein for Sales add-on
Einstein for Sales: Add Record to Cadence
  • Lightning Experience
  • Salesforce app
Einstein for Sales add-on
Einstein for Sales: Create a To-Do
  • Lightning Experience
  • Salesforce app
Einstein for Sales add-on
Einstein for Sales: Create a Label
  • Lightning Experience
  • Salesforce app
Einstein for Sales add-on
Einstein for Sales: Find Contact Interactions
  • Lightning Experience
  • Salesforce app
Einstein for Sales add-on
Einstein for Sales: Find Past Collaborators
  • Lightning Experience
  • Salesforce app
Einstein for Sales add-on
Einstein for Sales: Get Product Pricing
  • Lightning Experience
  • Salesforce app
Einstein for Sales add-on
Einstein for Sales: Identify Contact Role
  • Lightning Experience
  • Salesforce app
Einstein for Sales add-on
Einstein for Sales: Identify Key Contacts
  • Lightning Experience
  • Salesforce app
Einstein for Sales add-on
Einstein for Sales: Label a Record
  • Lightning Experience
  • Salesforce app
Einstein for Sales add-on
Einstein for Sales: Log a Call
  • Lightning Experience
  • Salesforce app
Einstein for Sales add-on
Einstein for Sales: Review My Day
  • Lightning Experience
  • Salesforce app
Einstein for Sales add-on
Einstein for Sales: Send Meeting Request
  • Lightning Experience
  • Salesforce app
  • Salesforce email integrations for Outlook, Exchange, and Gmail
Einstein for Sales add-on
Einstein for Sales: Get Product Pricing
  • Lightning Experience
  • Salesforce app
Einstein for Sales add-on
Einstein for Sales: Close Deals
  • Lightning Experience
  • Salesforce app
Einstein for Sales add-on
Einstein for Sales: Communicate with Customers
  • Lightning Experience
  • Salesforce app
  • Salesforce email integrations for Outlook, Exchange, and Gmail
Einstein for Sales add-on
Einstein for Sales: Conversation Explorer
  • Lightning Experience
  • Salesforce app
Einstein for Sales add-on
Einstein for Sales: Forecast Sales Revenue
  • Lightning Experience
  • Salesforce app
Einstein for Sales add-on
Einstein for Sales: Manage Deals
  • Lightning Experience
  • Salesforce app
Einstein for Sales add-on
Einstein for Sales: Prospect
  • Lightning Experience
  • Salesforce app
Einstein for Sales add-on