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
Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited
Editions with Sales
Available with Revenue Intelligence, which is available for an additional cost
in: Enterprise and Unlimited Editions
Depending on which Einstein features you’ve enabled, some insights are selected for you. To turn off these insights, disable the corresponding Einstein features.
From Setup, in the Quick Find box, enter Pipeline Inspection, and
then select Pipeline Inspection Setup.
In the Turn on Einstein Deal Insights section, review any preselected insights.
Opportunity Closing Likelihood
Insights about deal progression and sales activities. If Einstein Opportunity Scoring is enabled, this checkbox is selected.
Call Recordings
Trends surfaced from voice and video calls. If Einstein Conversation Insights is enabled, this checkbox is selected.
Emails
Insights and context from relevant emails. If Einstein Activity Capture and Email Insights are enabled, or if Activity Sharing with Non-Einstein Activity Capture Users is enabled, this checkbox is selected.
Select additional insights you want to see.
Service Cases
Insights from service cases related to opportunities. To get insights about service cases, use cases.
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