Sales Cloud Einstein

Supercharge your team’s sales productivity at every step of the sales process with key predictions, intelligent recommendations, and timely automation. Sales Cloud Einstein is your own data science department that learns from your team’s sales activities and CRM data. Einstein helps you identify the best leads, convert opportunities more efficiently, and retain customers with ease. Sales Cloud Einstein also includes the Sales Analytics app and Inbox.

Required Editions

Note

For pricing details, contact your Salesforce account executive.

Sales Cloud Einstein is not supported in Government Cloud. Do not turn on the feature in Government Cloud or Government Cloud Plus orgs. Contact your Salesforce account executive for more details.

Available in: Lightning Experience and Salesforce Classic

Available with Sales Cloud Einstein, which is available Performance and Unlimited Editions, and for an extra cost in Enterprise Edition

• Increase Productivity with Sales Cloud Einstein
  Free up sales reps’ valuable time and increase productivity. When reps connect their email and calendar to Salesforce, Einstein Activity Capture adds email and events to related Salesforce records. This busy work is done automatically, so reps don’t have to.
• Bring Intelligence to Your Daily Workflow with Sales Cloud Einstein
  Take Einstein to the next level with intelligence that impacts daily decisions. Einstein Insights gives sales reps relevant updates and follow-up reminders to help them win more deals and nurture relationships with accounts. Einstein Scoring helps reps prioritize leads and opportunities so they can focus on what’s most likely to convert and close.
• Build a Smarter Pipeline with Einstein Forecasting
  Take the guesswork out of forecasting. Einstein Forecasting uses AI technology to bring more certainty and visibility to your forecasts. Improve forecasting accuracy, get forecast predictions, and track how sales teams are doing.
• Understand How Sales Cloud Einstein Works
  Sales Cloud Einstein might seem like magic, but it’s not. It’s built with science. Data science. Learn more about how Sales Cloud Einstein features use your data to bring intelligence to Salesforce.
• Prepare for Sales Cloud Einstein
  Before you set up Sales Cloud Einstein feature, review information about data requirements and other considerations. Learn about sandbox support and how to run the readiness assessor.
• Set Up Sales Cloud Einstein
  Use the Sales Cloud Einstein Setup Assistant to get the targeted guidance you need for setting up the Sales Cloud Einstein features you want.
• Analyze Sales Cloud Einstein Data with Reporting
  Use reports and dashboards to gain insight into how Sales Cloud Einstein features are working in your org.

See Also

• Sales Analytics
• Salesforce Inbox
• Einstein Features in Sales Cloud