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Sales Programs and Partner Tracks with Enablement
Access Einstein Coach Outside of a Sales Program

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Access Einstein Coach Outside of a Sales Program

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
  1. Open the Guidance Center by clicking the Trailhead icon in the global navigation bar.
  2. Scroll down and find the Einstein Coach tile.
  3. Click Get Feedback.
  4. 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.
    Tip
    Tip Selecting a product allows Einstein Coach to provide you with better and more specific feedback. Einstein Coach receives access to that product's data and uses it to better analyze your product pitch.
  5. 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.
  6. 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.
  7. Click Request Feedback from Einstein.
  8. 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.

 
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