This article is prepared by our Salesforce Administrator Dzmitry Pimenau.
Einstein Lead Scoring
Use AI to score your leads by how well they fit your company’s successful conversion patterns. Let your sales team prioritize their leads by lead score. See which fields influence each lead score most.
WHERE IT APPEARS
Lightning Experience
Salesforce Classic
Salesforce App (list views only)
WHICH LICENSES INCLUDE IT
Included in Sales Engagement[*]
Account Engagement Advanced Edition[*]
as add-on Sales Cloud Einstein[*] which is available for an extra cost in: Enterprise and Unlimited Editions
Lightning Experience
Salesforce Classic
Salesforce App (list views only)
WHICH LICENSES INCLUDE IT
Included in Sales Engagement[*]
Account Engagement Advanced Edition[*]
as add-on Sales Cloud Einstein[*] which is available for an extra cost in: Enterprise and Unlimited Editions
Einstein Opportunity Scoring
Let artificial intelligence help you and your team focus on the right opportunities so you can close more deals. Each opportunity is given a score, from 1 to 99, which is available on opportunity records and list views. If you use Collaborative Forecasts, opportunity scores are also available on the forecasts page. Plus, use scores with reports, Process Builder, and workflows. Einstein Opportunity Scoring is available to users with or without a Sales Cloud Einstein license.
WHERE IT APPEARS
Lightning Experience
Salesforce Classic
Salesforce App (list views only)
WHICH LICENSES INCLUDE IT
Unlimited Edition[*]
Sales Cloud Einstein[*] that is available for an extra cost in Enterprise Edition
Lightning Experience
Salesforce Classic
Salesforce App (list views only)
WHICH LICENSES INCLUDE IT
Unlimited Edition[*]
Sales Cloud Einstein[*] that is available for an extra cost in Enterprise Edition
Einstein Deal Insights
Einstein Deal Insights uses data science and machine learning to show insights and predictions about deal health. Sales teams also get recommended actions they can take to move deals forward.
WHERE IT APPEARS
Lightning Experience
WHICH LICENSES INCLUDE IT
Available with Revenue Intelligence[*] that is available at an additional cost for Enterprise and Unlimited editions[*]
Lightning Experience
WHICH LICENSES INCLUDE IT
Available with Revenue Intelligence[*] that is available at an additional cost for Enterprise and Unlimited editions[*]
Einstein Relationship Insights
Explore interconnected relationships between people and companies on the web. Einstein Relationship Insights helps discover critical relationships by exploring disparate data sources, from unstructured web pages, and structured information like Salesforce records. Use these insights to prioritize contacts and accounts, enrich leads, and accelerate productivity of your sales team. With evidence documents that explain the relationship, sales teams can target the right people and companies, source more opportunities, and close deals.
WHERE IT APPEARS
Lightning Experience
WHICH LICENSES INCLUDE IT
Available in Unlimited Edition[*] with Einstein Relationship Insights Basic[*]
Lightning Experience
WHICH LICENSES INCLUDE IT
Available in Unlimited Edition[*] with Einstein Relationship Insights Basic[*]
Einstein Automated Contacts
Spend even less time on data entry. Einstein Automated Contacts uses email and event activity to find new contacts and opportunity contact roles to add to Salesforce. Depending on how your Salesforce admin set up the feature, Einstein suggests the new data or adds it for you.
WHERE IT APPEARS
Lightning Experience
WHICH LICENSES INCLUDE IT
Unlimited edition[*]
Sales Cloud Einstein[*] that is available for an extra cost in Enterprise Edition
Lightning Experience
WHICH LICENSES INCLUDE IT
Unlimited edition[*]
Sales Cloud Einstein[*] that is available for an extra cost in Enterprise Edition
Einstein Forecasting
Take the guesswork out of forecasting. Einstein Forecasting uses AI technology to bring more certainty and visibility to your forecasts. Improve forecasting accuracy, get forecast predictions, and track how sales teams are doing.
WHERE IT APPEARS
Lightning Experience
Salesforce Classic
Salesforce App
WHICH LICENSES INCLUDE IT
Unlimited edition[*]
Sales Cloud Einstein[*] that is available for an extra cost in Enterprise Edition
NOTE Collaborative Forecasts and forecast hierarchy must be enabled.
Lightning Experience
Salesforce Classic
Salesforce App
WHICH LICENSES INCLUDE IT
Unlimited edition[*]
Sales Cloud Einstein[*] that is available for an extra cost in Enterprise Edition
NOTE Collaborative Forecasts and forecast hierarchy must be enabled.
Einstein Conversation Insights
Give sales and service teams insights about their customer calls and surface coachable moments. Managers and reps can play recordings of conversations to gain visibility into mentions of competitors, products, custom keywords, pricing discussions, and next steps. Sales and service leaders can extract conversation trends and visualize insights related to voice and video calls. Einstein Conversation Insights users can create generative call summaries on voice and video calls.
WHERE IT APPEARS
Lightning Experience
WHICH LICENSES INCLUDE IT
Included in Unlimited edition[*] and available with Einstein Conversation Insights[*] which is available for an extra cost in Enterprise Edition[*]
Lightning Experience
WHICH LICENSES INCLUDE IT
Included in Unlimited edition[*] and available with Einstein Conversation Insights[*] which is available for an extra cost in Enterprise Edition[*]
Einstein Activity Capture
Let Einstein help keep data between Salesforce and your email and calendar applications up to date. Then you can get back to more important things, like selling.
Included with Einstein Activity Capture:
Einstein Email Insights
Einstein Email Insights give sales reps critical sales context alongside relevant emails, making it easier for them to send the perfect response at the perfect time. If you use Einstein Activity Capture through Performance or Unlimited editions or a Sales Cloud Einstein, Inbox, Sales Engagement, or Revenue Intelligence license, Email Insights is on by default when you turn on Einstein Activity Capture. If you have only Standard Einstein Activity Capture users, you must turn on Einstein Email Insights.
Einstein Recommended Connections
Give sales reps access to the Recommended Connections component so they can see which colleagues have the strongest connections to a prospect. Reps can then get in touch with colleagues who can help get conversations going with prospects.
Included with Einstein Activity Capture:
Einstein Email Insights
Einstein Email Insights give sales reps critical sales context alongside relevant emails, making it easier for them to send the perfect response at the perfect time. If you use Einstein Activity Capture through Performance or Unlimited editions or a Sales Cloud Einstein, Inbox, Sales Engagement, or Revenue Intelligence license, Email Insights is on by default when you turn on Einstein Activity Capture. If you have only Standard Einstein Activity Capture users, you must turn on Einstein Email Insights.
Einstein Recommended Connections
Give sales reps access to the Recommended Connections component so they can see which colleagues have the strongest connections to a prospect. Reps can then get in touch with colleagues who can help get conversations going with prospects.
WHERE IT APPEARS
Lightning Experience
Inbox mobile
WHICH LICENSES INCLUDE IT
Available in Unlimited edition[*] or with
Sales Engagement[*]
Revenue Intelligence[*]
Sales Cloud Einstein[*] that is available for an extra cost in Enterprise Edition
NOTE Einstein Activity Capture Standard is available to up to 100 users who have only a Salesforce user license with Starter, Professional, Enterprise, and Unlimited Editions.
Lightning Experience
Inbox mobile
WHICH LICENSES INCLUDE IT
Available in Unlimited edition[*] or with
Sales Engagement[*]
Revenue Intelligence[*]
Sales Cloud Einstein[*] that is available for an extra cost in Enterprise Edition
NOTE Einstein Activity Capture Standard is available to up to 100 users who have only a Salesforce user license with Starter, Professional, Enterprise, and Unlimited Editions.
Einstein Campaign Insights
Add Einstein Campaign Insights to your Lightning pages to learn what factors drive campaign performance. Einstein’s intelligence can help you optimize campaign assets and find new audiences. Turn on the feature in Marketing Setup and add the Einstein Insights component to your Lightning pages.
WHERE IT APPEARS
Lightning Experience
WHICH LICENSES INCLUDE IT
Account Engagement Advanced and Premium Editions[*]
Lightning Experience
WHICH LICENSES INCLUDE IT
Account Engagement Advanced and Premium Editions[*]
Einstein Behavior Scoring
Einstein Behavior Scoring identifies prospects whose behavior suggests that they’re ready to buy, and scores them based on Einstein’s engagement model. After you turn on the feature in Marketing Setup, decide where to show scoring data. To get a picture of how Einstein creates your scoring model, set up B2B Marketing Analytics and include the optional Einstein Behavior Scoring dashboard.
WHERE IT APPEARS
Lightning Experience
WHICH LICENSES INCLUDE IT
Account Engagement Advanced and Premium Editions[*]
Lightning Experience
WHICH LICENSES INCLUDE IT
Account Engagement Advanced and Premium Editions[*]
Einstein Attribution
Einstein Attribution combines Campaign Influence with Einstein’s intelligent analysis to more accurately assign campaign attribution. Instead of choosing a model before you start reporting, you can use Einstein Attribution to analyze historical campaigns and find emerging patterns. Einstein allocates conversion credit to multiple campaigns, so you can see which campaigns are most effective at generating pipeline.
WHERE IT APPEARS
Lightning Experience
WHICH LICENSES INCLUDE IT
Account Engagement Advanced and Premium Editions[*]
Lightning Experience
WHICH LICENSES INCLUDE IT
Account Engagement Advanced and Premium Editions[*]
Einstein Send Time Optimization
When you’re ready to send a list email, boost prospect engagement with the power of AI. Einstein evaluates historical email engagement data in Account Engagement to recommend an optimal send time for the individual prospects on your lists.
WHERE IT APPEARS
Lightning Experience
WHICH LICENSES INCLUDE IT
Account Engagement Advanced and Premium Editions[*]
Lightning Experience
WHICH LICENSES INCLUDE IT
Account Engagement Advanced and Premium Editions[*]
Einstein for Sales: Sales Emails
Sales Emails lets busy sales reps to speed up and expand deals through personalized and informed content that buyers love. Einstein generative AI generates personalized emails for contacts and leads, and uses Einstein to personalize and contextualize the emails, a method known as grounding. Learn about email types, how your data is used, and how Salesforce tracks usage.
WHERE IT APPEARS
Lightning Experience, Salesforce email integrations for Outlook and Gmail
WHICH LICENSES INCLUDE IT
With Sales Cloud Einstein[*] add-on which is available for an extra cost in Unlimited Edition
Lightning Experience, Salesforce email integrations for Outlook and Gmail
WHICH LICENSES INCLUDE IT
With Sales Cloud Einstein[*] add-on which is available for an extra cost in Unlimited Edition
Einstein for Sales: Sales Summaries
Help your sales reps save time preparing for meetings and calls with AI-generated summaries of opportunities, accounts, contacts, and leads. Sales Summaries uses your customer data in Salesforce to summarize records with key data points that help reps see the current state of a deal, customer, or prospect.
WHERE IT APPEARS
Lightning Experience
WHICH LICENSES INCLUDE IT
With Sales Cloud Einstein[*] add-on which is available for an extra cost in Unlimited Edition
Lightning Experience
WHICH LICENSES INCLUDE IT
With Sales Cloud Einstein[*] add-on which is available for an extra cost in Unlimited Edition
Einstein Predictions
Use the power of AI to predict what happens next in your business. The Einstein Prediction Builder learning map provides curated resources to help you explore different aspects of building a prediction from exploration to troubleshooting.
WHERE IT APPEARS
Lightning Experience
WHICH LICENSES INCLUDE IT
Einstein Predictions[*]
CRM Analytics Plus[*] and
Revenue Intelligence[*] add-ons for an extra cost in Enterprise or Unlimited editions[*]
Lightning Experience
WHICH LICENSES INCLUDE IT
Einstein Predictions[*]
CRM Analytics Plus[*] and
Revenue Intelligence[*] add-ons for an extra cost in Enterprise or Unlimited editions[*]
Einstein Discovery
Use Einstein Discovery to augment your data analysis by exposing relevant facts, themes, and statistical correlations in your data. Einstein Discovery walks you through what has happened and why, what has changed, what is likely to happen, and what you can do about it. Now anyone can tap into the power of data science and conduct statistical analytics and predictive analytics.
WHERE IT APPEARS
Lightning Experience
Experience Cloud sites pages
Tableau
WHICH LICENSES INCLUDE IT
Einstein Predictions[*]
CRM Analytics Plus[*] and
Revenue Intelligence[*]add-ons for an extra cost in Enterprise or Unlimited editions[*]
Lightning Experience
Experience Cloud sites pages
Tableau
WHICH LICENSES INCLUDE IT
Einstein Predictions[*]
CRM Analytics Plus[*] and
Revenue Intelligence[*]add-ons for an extra cost in Enterprise or Unlimited editions[*]
