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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 |
|
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| Einstein Opportunity Scoring |
|
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| Einstein Automated Contacts (Feature is scheduled for retirement on February 15, 2025. See Einstein Automated Contacts Retirement.) | Lightning Experience | Sales Cloud Einstein |
| Einstein Forecasting |
|
Sales Cloud Einstein  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 |
|
| 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 |
|
Einstein for Sales add-on |
| Einstein for Sales: Create Close Plan |
|
Einstein for Sales add-on |
| Einstein for Sales: Find Similar Deals |
|
Einstein for Sales add-on |
| Einstein for Sales: Add Record to Cadence |
|
Einstein for Sales add-on |
| Einstein for Sales: Create a To-Do |
|
Einstein for Sales add-on |
| Einstein for Sales: Create a Label |
|
Einstein for Sales add-on |
| Einstein for Sales: Find Contact Interactions |
|
Einstein for Sales add-on |
| Einstein for Sales: Find Past Collaborators |
|
Einstein for Sales add-on |
| Einstein for Sales: Get Product Pricing |
|
Einstein for Sales add-on |
| Einstein for Sales: Identify Contact Role |
|
Einstein for Sales add-on |
| Einstein for Sales: Identify Key Contacts |
|
Einstein for Sales add-on |
| Einstein for Sales: Label a Record |
|
Einstein for Sales add-on |
| Einstein for Sales: Log a Call |
|
Einstein for Sales add-on |
| Einstein for Sales: Review My Day |
|
Einstein for Sales add-on |
| Einstein for Sales: Send Meeting Request |
|
Einstein for Sales add-on |
| Einstein for Sales: Get Product Pricing |
|
Einstein for Sales add-on |
| Einstein for Sales: Close Deals |
|
Einstein for Sales add-on |
| Einstein for Sales: Communicate with Customers |
|
Einstein for Sales add-on |
| Einstein for Sales: Conversation Explorer |
|
Einstein for Sales add-on |
| Einstein for Sales: Forecast Sales Revenue |
|
Einstein for Sales add-on |
| Einstein for Sales: Manage Deals |
|
Einstein for Sales add-on |
| Einstein for Sales: Prospect |
|
Einstein for Sales add-on |
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