A Simplified Guide to Salesforce Einstein Features

I love nothing more than pure simplicity. Although I appreciate visual design and information presentation, sometimes I just crave a really simply formatted document. In my quest to learn about all things Salesforce Einstein, I felt overwhelmed with all the glossy marketing material, and wanted to create a simple list of Einstein features, including what the business use of the capability is, so I’ve created the list below – sharing here so others can take advantage!

These Einstein products are from across the multiple Salesforce clouds (Sales, Service, Marketing, etc.) and provide a range of functions aimed at enhancing productivity, insights, and customer engagement.

1. Einstein Lead Scoring

• Capability: Analyzes historical data to score leads based on their likelihood to convert.
• Business Use: Helps sales teams prioritize leads, focusing on those most likely to turn into opportunities.

2. Einstein Opportunity Scoring

• Capability: Provides scores for opportunities by predicting the likelihood of closing.
• Business Use: Assists sales reps in focusing on high-potential deals, optimizing the sales pipeline.

3. Einstein Activity Capture

• Capability: Syncs emails and calendar events to Salesforce automatically.
• Business Use: Reduces manual data entry, improves data consistency, and provides insights into client engagement.

4. Einstein Account Insights

• Capability: Analyzes news and trends to provide insights into accounts.
• Business Use: Enables sales reps to stay informed about client activities, enhancing relationship-building.

5. Einstein Email Insights

• Capability: Suggests follow-up actions based on email content.
• Business Use: Boosts sales efficiency by surfacing key tasks and recommendations for engaging clients.

6. Einstein Forecasting

• Capability: Utilizes AI to forecast sales numbers with high accuracy.
• Business Use: Helps sales teams plan and allocate resources effectively, improving revenue predictability.

7. Einstein for Service Cloud (Einstein Case Classification & Routing)

• Capability: Auto-classifies and routes cases based on historical patterns.
• Business Use: Enhances service response times and case resolution by sending cases to the best-fit agents.

8. Einstein Bots

• Capability: AI-powered chatbots that handle routine customer service inquiries.
• Business Use: Frees up agents by automating simple requests, improving response times, and enhancing customer satisfaction.

9. Einstein Vision and Language

• Capability: Recognizes objects, scans images, and processes language inputs for advanced analytics.
• Business Use: Helps companies add visual search, brand detection, and sentiment analysis capabilities to their products.

10. Einstein Next Best Action

• Capability: Provides real-time recommendations based on historical data and current context.
• Business Use: Improves customer experience by suggesting optimal actions to service agents and sales reps.

11. Einstein Analytics (Tableau CRM)

• Capability: Delivers advanced analytics, customizable dashboards, and data visualization.
• Business Use: Enables data-driven decision-making across various departments with insights from customer and business data.

12. Einstein Prediction Builder

• Capability: Allows users to create custom AI models for predicting business outcomes without needing programming skills.
• Business Use: Provides tailored predictions (e.g., churn likelihood, purchase behavior) specific to an organization’s needs.

13. Einstein Discovery

• Capability: Analyzes data to uncover insights, trends, and correlations automatically.
• Business Use: Helps business leaders make informed decisions, identify risk factors, and find new growth opportunities.

14. Einstein Automated Case Wrap-Up

• Capability: Suggests case summaries and automatically fills wrap-up details.
• Business Use: Reduces agent workload, speeds up case closure, and maintains data consistency.

15. Einstein Article Recommendations

• Capability: Recommends relevant knowledge base articles for cases.
• Business Use: Improves customer service response times by quickly providing agents with helpful resources.

16. Einstein Object Detection

• Capability: Detects and classifies objects within images.
• Business Use: Useful for retail and manufacturing, where identifying and categorizing products visually can improve inventory and sales processes.

17. Einstein Recommendation Builder

• Capability: Custom AI-based recommendations tailored to each user or customer.
• Business Use: Drives personalization in sales, e-commerce, and service, offering relevant product or service recommendations.

18. Einstein Email and Social Media Sentiment Analysis

• Capability: Analyzes email and social content to assess customer sentiment.
• Business Use: Provides valuable insights into customer feelings, enabling brands to adapt messaging for better engagement.

19. Salesforce Data Cloud (previously known as Customer 360 Audiences)

• Capability: Unified customer profile based on data from various channels.
• Business Use: Offers a single view of the customer, facilitating more personalized interactions across touchpoints.

20. Einstein GPT (Newer Addition)

• Capability: Combines generative AI with Salesforce’s Einstein to produce text, code, or other responses on-demand.
• Business Use: Enhances productivity across customer service, sales, and marketing, automating tasks like content creation, responses, and sales outreach.