Einstein for Sales with an Enablement add-on license enables sales reps to close deals
better by providing them with the opportunity to practice and perfect their sales pitch before
that initial interaction with a prospect. Einstein Coach provides reps with personalized and
actionable feedback on how to improve their sales pitch.
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
Set Up Einstein Coach To allow the use of AI-generated coaching in Enablement programs, Salesforce admins must enable Einstein Coach and assign the appropriate permissions.
Add a Feedback Request Exercise with Einstein Coach Enablement admins add a Feedback Request exercise to a program and specify that users receive feedback from Einstein. When a user is assigned a program with Einstein Coach, they submit a recording for feedback based on the scenario selected.
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.
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.
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