How Einstein Assistant for Account Engagement Works

February 28, 2024in Generative AI

Einstein Assistant brings cutting-edge AI functionality to Salesforce’s Account Engagement, enhancing the creation of marketing assets like landing pages, forms, and emails by providing intelligent content recommendations. With the Spring ’24 release, these advanced AI features are now available in the Account Engagement Advanced and Premium editions, leveraging generative AI to streamline asset creation.

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Key Features of Einstein Assistant:

Generative AI for Marketing Assets:

AI-Driven Content Creation: Einstein Assistant uses generative AI to draft forms, landing pages, email subject lines, headers, and body copy.
Content Recommendations: Users can describe their desired outcome, and Einstein Assistant will suggest content tailored to each asset.

Account Engagement Integration:

Seamless Integration: Einstein Assistant is integrated with Account Engagement, offering advanced AI capabilities directly within the platform.
Availability: These features are accessible in Lightning Experience for Account Engagement Advanced and Premium editions.

Retained Chat History:

Asset Editing History: Einstein retains chat history per account, record, and tab, allowing users to review previous edits of assets like emails. However, this history is not available when creating new assets.

Language Support:

English Language: Currently, Einstein Assistant supports content creation in English.

Drafting Marketing Assets with Einstein:

Landing Pages:

AI Suggestions: Einstein proposes a name, tags, title, and description based on the user’s input.
Customization: Users can accept or revise individual elements, with a diamond icon indicating AI-generated content.

Forms:

Form Drafting: Einstein suggests names and tags, and assists in drafting details for the Completion Actions tab.
Look and Feel Assistance: Provides suggestions for descriptions, headlines, and paragraphs.

Emails:

Email Drafting: Einstein Assistant is utilized in the Drafts section of the Account Engagement Email tab, helping draft subject lines, headers, and body paragraphs.

Configuring Einstein Generative AI:

Enablement:

Setup: Users can enable Einstein generative AI via Salesforce Setup under Einstein Generative AI, configuring it for Account Engagement Business Units.

Disabling or Removing:

Flexibility: Business Units or the Einstein Generative AI option can be disabled or removed at any time. The feature is not enabled by default.

Einstein Behavior Scoring for Account Engagement:

Data Utilization:

Comprehensive Analysis: Einstein Behavior Scoring leverages data from Account Engagement, including visitor activity, prospect lifecycle stage, and lifecycle history, as well as Salesforce data such as opportunity contact roles and linked lead and contact records.

Additional Einstein Account Engagement Features:

Scoring and Insights:

AI-Powered Prioritization: Einstein AI assists sales and marketing teams by prioritizing tasks and providing data-driven attribution.
Availability: These features are available in Account Engagement Advanced and Premium Editions, compatible with Salesforce Enterprise, Performance, and Unlimited Editions.

Comprehensive Features:

Einstein Enhancements: Includes Behavior Scoring, Campaign Insights, Attribution, Lead Scoring, Send Time Optimization, Engagement Frequency, and Key Account Identification.

Getting Started:

Enablement Steps:

Activation: Users can enable Einstein Assistant in Salesforce Setup by navigating to Einstein Generative AI and linking Account Engagement Business Units.

Connectivity:

Business Unit Connection: Even with a single Business Unit, users must connect it to Einstein Assistant to activate the features.

This update introduces powerful AI-driven capabilities to Salesforce’s Account Engagement, empowering users to create impactful marketing assets with the help of an intelligent assistant.