Salesforce Einstein Features

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Salesforce Einstein

Discover the power of the #1 AI for CRM with Einstein. Built into the Salesforce Platform, Einstein uses powerful machine learning and large language models to personalize customer interactions and make employees more productive. With Einstein powering the Customer 360, teams can accelerate time to value, predict outcomes, and automatically generate content within the flow of work. Einstein is for everyone, empowering business users, Salesforce Admins and Developers to embed AI into every experience with low code. Salesforce Einstein Features.

Einstein Copilot Sales Actions: Sell faster with an AI assistant in the flow of work.
Call Exploration:

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Ask Einstein to synthesize important call information in seconds. Ask Einstein to identify important takeaways and customer sentiment, so you have the context you need to move deals forward.  

Sales Summaries:

Summarize records to identify likelihood the deal will close, the competitors involved, key activities, and more.

Forecast Guidance:

Ask Einstein to inform your forecast and help you identify which deals need your attention.

Close Plan:

Generate a customized action plan personalized to your customer and sales process. Increase conversion rates with step-by-step guidance and milestones grounded in CRM data.

Salesforce Einstein Features

Sales

Generative AI features:

° Knowledge Creation:

° Search Answers for Agents and Customers:

Einstein Copilot Service Actions:

Streamline service operations by drafting Knowledge articles and surfacing answers, grounded in knowledge, to the most commonly asked questions.

Summarize support interactions to save agent time and formalize institutional knowledge.

Surface generated answers to agents’ & customers’ questions that are grounded in your trusted Knowledge base directly into your search page. Search Answers for Agents is included in the Einstein for Service Add-on SKU and Search Answers for Customers is included in the Einstein 1 Service Edition.
 
Empower agents to deliver more personalized service and reach resolutions faster with an AI assistant built into the flow of work. You can leverage out-of-the-box actions like summarize conversations or answer questions with Knowledge or you can build custom actions to fit your unique business needs.

Service

Salesforce Einstein Features This Release

Einstein Copilot
Sell faster with an AI assistant. No data requirements 
Included in Einstein 1 Sales Edition.
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Einstein Copilot: Sales Actions
Sell faster with an AI assistant.
No data requirements.  

Call explorer and meeting follow-up requires Einstein Conversation Insights. 
Included in Einstein 1 Sales Edition.

Generative AI
Boost productivity by automating time-consuming tasks.
No data requirements.  

Call summaries and call explorer requires Einstein Conversation Insights. 
Included in Einstein 1 Sales Edition.

Einstein will use a global model until enough data is available for a local model. For a local model: ≥1,000 lead records created and ≥120 of those converted in the last 6 months
Einstein Automated Contacts Automatically add new contacts & events to your CRM
≥ 30 business accounts. If you use Person Accounts, >= 50 percent of accounts must be business accounts

Einstein Recommended Connections
Get insights about your teams network to see who knows your customers and can help out on
a deal ≥ 2 users to be connected to Einstein Activity Capture and Inbox (5 preferred)

Einstein Forecasting Easily predict sales forecasts inside of Salesforce

Collaborative Forecasting enabled; use a standard fiscal year; measure forecasts by opportunity revenue; forecast hierarchy must include at least one forecasting enabled user who reports to a forecast manager; opportunities must be in Salesforce ≥ 24 months;
Einstein Email Insights Prioritize your inbox with actionable intelligence Einstein Activity Capture enabled
Einstein Activity Metiics (Activity 360) Get insight into the activities you enter manually and automatically from Einstein Activity Capture

Einstein Activity Capture enabled

Sales Analytics Get insights into the most common sales KPIs No data requirements. User specific requirements like browser and device apply

Einstein Conveisation Insights Gain actionable insights from your sales calls with conversational intelligence
Call or video recordings from Lightning Dialer, Service Cloud Voice, Zoom and other supported CTI audio and video partners.
Buyer Assistant Replace web-to-lead forms with real-time conversations. No data requirements – Sales Cloud UE or Sales Engagement.

Einstein Opportunity Scoring
Einstein Activity Captuie
Prioritize the opportunities most likely to convert
Automatically capture data & add to your CRM
Einstein will use a global model until enough data is available for a local model. For a local model: ≥ 200 closed won and ≥ 200 closed lost opportunities in the last 2 years, each with a lifespan of at least 2 days
≥ 30 accounts, contacts, or leads; Requires Gmail, Microsoft Exchange 2019, 2016, or 2013

Einstein Relationship Insights Speed prospecting with AI that researches for you. No data requirements.

Einstein Next Best Action Deliver optimal recommendations at the point of maximum
impact
No data requirements. User specific requirements like browser and device apply

Sales AI
Generate emails, prioritize leads & opportunities most likely to convert, uncover pipeline trends, predict sales forecasts, automate data capture, and more with Einstein for Sales.

Generative AI
Prompt Builder
Einstein Lead Scoring
Einstein Opportunity Scoring
Einstein Activity Capture
Einstein Automated Contacts
Einstein Recommended Connections
Einstein Forecasting
Einstein Email Insights
Einstein Activity Metrics (Activity 360)
Sales Analytics
Einstein Conversation Insights
Buyer Assistant

Sales AI
Generative AI:  
Feature Why is it so Great? What do I need?

Automate common questions and business processes to solve customer requests faster
Boost productivity by auto-generating service replies, summarizing conversations during escalations and
transfers or closed interactions, drafting knowledge articles, and surfacing relevant answers grounded in
knowledge for agents’ and customers’ commonly asked questions.

Deliver optimal recommendations at the point of maximum impact
Eliminate the guesswork with AI-powered recommendations for everyone
Decrease time spent on manual data entry for incoming cases and improve case field accuracy and completion
Automate case triage and solve customer requests faster
Decrease time spent selecting field values needed to close a case with chat conversations and improved field accuracy
Surface the best articles in real time to solve any customer’s question
Eliminate time spent typing responses to the most common customer questions
Get insights into contact center operations, understand customers, and deliver enhanced customer
experiences
Chat or Messaging channels, minimum of 20 examples for most languages
No data requirements. User specific requirements like browser and device apply

Make sure that your dataset has the minimum records to build a successful recommendation.

Recipient Records need a minimum of 100 records,
Recommended Item Records need a minimum of 10 records, and
Positive Interaction Examples need a minimum of 400 records ≥400 closed cases in the last 6 months with description and subject fields populated ≥400 closed cases in the last 6 months with routing fields populated Chat, ≥400 closed cases in the last 6 months with subject and description populated and use of Lightning Console ≥3 Knowledge articles in English and use of Lightning Console.

For org specific model training: 500 article attaches
Chat or Messaging channels, ≥1,000 chat transcripts and use of Lightning Console
No data requirements. User specific requirements like browser and device apply

Service AI
Scale support with custom chatbots, automatically predict case fields and route cases, receive intelligent conversation suggestions and in-context recommendations, and more with Einstein for Service.
Turn your customer service organization into a growth engine.

Score every customer’s likelihood to engage with your emails, push notifications, or convert on the web
Prevent unsubscribes by knowing exactly how many emails to send to customers
Easily monitor journey and batch email performance and optimize areas that may be underperforming
Identify the language that drives subject line engagement
Send customers on the right journey path in Journey Builder based on their Einstein Engagement Score

Automatically & accurately tag thousands of images within a content library
Deliver the next best product, content, or offer
Web conversion predictions require use of the collect tag.
Other technical restrictions may apply

Know how interested a prospect is from their buying signals and engagement patterns
Maximize campaign effectiveness in real time
Complete the picture of total marketing performance management by making your most crucial insights rise to the top ≥ 6 months of prospect engagement data and ≥ 20 prospects linked to opportunities
Connected Campaigns enabled with ≥ 50 campaigns connected

Use Einstein’s generation capabilities as a brainstorming buddy, or to easily test different message versions.
Included with Engagement Corporate or Enterprise editions. Must activate feature in Set Up, then Einstein
Copy Insights.

Einstein Engagement Frequency Prevent unsubscribes by knowing exactly how many
emails to send to customers

Einstein for Marketing.
Tools to make every customer journey and interaction effective.
Find lookalike audiences (segments) automatically to expand the reach and impact of your most successful marketing campaigns and journeys.

Data Cloud for Marketing
Einstein Overview See an aggregated view of all activated Einstein for Marketing features respective performance metrics Any Einstein for Marketing feature

Einstein Content Tagging
Einstein Send Time Optimization
Einstein Behavior Scoring
Einstein Campaign Insights
Einstein Marketing Insights
Lookalikes
Einstein Engagement Frequency
Engagement Account

Engagement Intelligence Data Cloud for Marketing
Einstein Overview
Content Creation 
Marketing Cloud Engagement
Einstein Engagement
Scoring
Einstein Engagement
Frequency
Einstein Messaging Insights
Einstein Copy Insights
Einstein Splits
Einstein Content Selection
Einstein Recommendations

Einstein Journey Insights
(DMP)
Uncover the optimal sequence of events
to optimize every journey No minimum requirement
Einstein Lookalikes (DMP)
Einstein CDIM (DMP)
Einstein Marketing Insights (Datorama)

Expand an audience by finding other users in the DMP universe who are similar to your best users
Expand an audience by including devices probabilistically associated with those from the original segment
Complete the picture of total marketing performance management by making your most crucial insights rise to the top Included with Datorama Marketing AI

Einstein GPT for Commerce 
Generative Product Descriptions
Einstein Search
Recommendations
Boost merchant productivity and power dynamic experiences with AI-generated, personalized product descriptions

Active product catalog and order feed of any size and activity tracking enabled
Drive conversion by quickly and easily guiding buyers to the most relevant search terms and products

Commerce AI
Sell smarter and save time by anticipating shopper search intent, delivering personalized product recommendations, tailored product sorting, meaningful search experiences, and more with Einstein for Commerce.
Grow your business faster with Einstein AI for Commerce.
Smart Promotions
Copilot for Shoppers
Returns Insights
Boost sales with AI-generated promotions, across your site, buyer groups, and multiple languages.
SEO Metadata
All Salesfore languages
AI-powered personal shopping assistant, offering natural language interactions to simplify product
searches for a smooth experience across digital channels.

Use AI to uncover patterns in returns activity, and make product display changes that minimize future returns.
 
AI-generated SEO enhances search engine rank and visibility to improve your online presence.

Commerce AI
Sell smarter and save time by anticipating shopper search intent, delivering personalized product recommendations, tailored product sorting, meaningful search experiences, and more with Einstein for Commerce.
Grow your business faster with Einstein AI for Commerce.
Einstein Recommendations API
Einstein Product Recommendations
Create consistent and personalized experiences across ecommerce sites, mobile, and clienteling apps
Personalize shopper experiences with one-to-one product recommendations

Active product catalog and order feed of any size and activity tracking (API)
enabled. Set up Einstein APIs access. Active product catalog and order feed of any size and activity
tracking enabled.

Einstein Search Suggestions
Einstein Commerce Insights
Einstein Predictive Sort
Einstein Complete The Set
Einstein Search
Dictionaries
Einstein Profile Data
Connector
Semantic Search

Transform customer data into actionable merchandising insights
Use customer data to deliver more tailored product sorts
Automatically uplevel product recommendations and empower merchandisers with curated looks and
sets of complementary products in minutes, not months
Drive conversion with better search experiences for shoppers
Add flexibility for customers to bring their own shopper attribute data to Einstein through APIs to boost personalized recommendations results
AI-powered search uses natural language processing to interpret queries and return relevant results that account for synonyms, alternative spellings, abbreviations, typos, and more.

Build AI-powered apps from scratch, or with pre-built templates
Analytics applications for sales & service with pre-built KPIs
Create and deploy custom machine learning predictions using Salesforce and non-Salesforce data with explanations of business outcomes, recommendations on how to improve, and transparent model metrics
Make the most of your unstructured text data by leveraging ML to extract keywords from large text fields. Input these keywords into predictive ML models
Predictions in Salesforce powered directly by Snowflake datasets
Discover more about a model than just its predictions
Easily create multiple models at a time without having to deal with concurrency errors
Any data for custom dashboards, while data from related Salesforce objects for pre-built templated apps.
Sales Cloud and Service Cloud Data.

Einstein Discovery for Reports Analyze your report data and summarize key takeaways, comparisons, and trends with insightful charts and metrics

Einstein Prediction Builder With automated machine learning (feature selection, model management, model metrics), create and deploy custom predictions on any Salesforce object standard or custom using clicks, not code
Data is located on one object in Salesforce.

Spot opportunities, predictive outcomes, custom recommendations, and more with CRM Analytics.

Fast-Start Analytics Templates
Unlimited Analytics Apps and Dashboards
Embedded Insights in Apps and Workflows
Conversational Queries
Action Framework
Collaboration, Alerts, Notifications
Mobile Ready iOS, Android
Einstein Discovery Templates
Direct data

Say hello to Einstein.
Introducing Einstein, the world’s first generative AI for CRM. It’s here to make your CRM (and your
job) even better.

Trusted content from your CRM Data.
Ecosystem of language models.
Better experiences across your Customer 360.
Supercharge productivity with content and personalization.
AI generated