Artificial Intelligence and Sales Cloud

AI enhances the sales process at every stage, making it more efficient and effective. Salesforce’s AI technology—Einstein—streamlines data entry and offers predictive analysis, empowering sales teams to maximize every opportunity. Artificial Intelligence and Sales Cloud explained.

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Artificial Intelligence and Sales Cloud

Sales Cloud integrates several AI-driven features powered by Einstein and machine learning. To get the most out of these tools, review which features align with your needs and check the licensing requirements for each one.

Einstein and Data Usage in Sales Cloud

Einstein thrives on data. To fully leverage its capabilities within Sales Cloud, consult the data usage table to understand which types of data Einstein features rely on.

Setting Up Einstein Opportunity Scoring in Sales Cloud

Einstein Opportunity Scoring, part of the Sales Cloud Einstein suite, is available to eligible customers at no additional cost. Simply activate Einstein, and the system will handle the rest, offering predictive insights to improve your sales pipeline.

Managing Access to Einstein Features in Sales Cloud

Sales Cloud users can access Einstein Opportunity Scoring through the Sales Cloud Einstein For Everyone permission set. Ensure the right team members have access by reviewing the permissions, features included, and how to manage assignments.

Einstein Copilot Setup for Sales

Einstein Copilot helps sales teams stay organized by guiding them through deal management, closing strategies, customer communications, and sales forecasting. Each Copilot action corresponds to specific topics designed to optimize the sales process.