Complete a Feedback Request Exercise with Einstein Coach
Practice and perfect your sales pitch by submitting a video call for feedback from
Einstein Coach. Einstein Coach analyzes your call’s transcription and provides personal and
actionable feedback, highlighting your key strengths and growth opportunities.
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 complete Feedback Request exercises with Einstein Coach in Enablement
programs:
Take Enablement Programs
AND
Use Einstein Coach
If you’re enrolled in an Enablement program with a Feedback Request exercise that
provides feedback from Einstein, complete these steps to get the most out of your AI-generated
feedback.
Open the Feedback Request exercise with Einstein Coach.
Record a sales pitch for a product or solution. The pitch must include only one speaker and
be 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 some time to appear in the dropdown menu. If you recorded a
single-user video call using a supported recording provider and don’t see your recording,
verify the recording has a finished transcript available in the video call’s record.
Verify you selected the correct recording. You can submit only one video call per exercise.
Submitting the wrong video call can result in an error or in inaccurate feedback.
Click Request Feedback from Einstein.
Review the AI-generated feedback provided by Einstein.
Click Mark as Complete.
The feedback you received stays saved in the exercise. Return to it to view it again,
go over it with your manager, or compare it to feedback from other Feedback Request exercises
with Einstein Coach. You can also rate how helpful the feedback you received was. To share
details about the feedback you received, click Dislike and then
Other. Write out the feedback you want to share and click
Submit. Your feedback is shared with Salesforce to continue improving
the use of Einstein Coach.
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