Einstein Opportunity Insights

What is Salesforce Einstein Opportunity Insights?

Opportunity Insights provides predictions on potential deal success, reminders for follow-ups, and notifications for key milestones in a deal. Each insight is accompanied by relevant metrics that explain why it is being displayed.

Where do Opportunity insights appear?

Opportunity insights are visible in the Einstein Insights component on both the Home page and opportunity records.

Important Changes:

Einstein Account Insights and Opportunity Insights will be retired in all Salesforce orgs as of Summer ’23, effective August 16, 2023. Salesforce is directing its development efforts towards features like Pipeline Inspection and Einstein Relationship Insights.

Affected Editions and Availability:

This change impacts Lightning Experience in Enterprise, Unlimited, and Performance editions with the Sales Cloud Einstein add-on. After August 16, 2023, Opportunity Insights and Account Insights will no longer be accessible.

Specific Retirement Date:

Opportunity Insights will be officially retired on November 14, 2023. It is recommended to transition to Einstein Deal Insights for Pipeline Inspection.

Reason for Retirement:

Salesforce is retiring Einstein Opportunity Insights to concentrate on the development of Einstein Deal Insights for the future.

Implications for Users:

After November 14, 2023, Einstein Insights will be discontinued.

Recommended Action:

It is advisable to enable Einstein Deal Insights for Pipeline Inspection to leverage new features and enhancements. Detailed information can be found in the provided article.

Consequences of Inaction:

If no action is taken, Opportunity Insights will cease to appear in the component after November 14, 2023.

Identifying Affected Users:

Users assigned with the Sales Cloud Einstein user permission set are likely to be affected.

Content updated August 2023.