Unlock the Power of Salesforce Einstein: Your AI Journey Begins Now

Table of Contents

1. Introduction
2. The Power of Artificial Intelligence
3. Getting Started with Einstein
   1. Out-of-the-Box Capabilities
      • Einstein Activity Capture
      • Einstein Opportunity Scoring
      • Einstein Call Coaching
      • Einstein for Service
      • Einstein Prediction Builder
      • Einstein Next Best Action
   2. Customizable Capabilities
      • Einstein Vision
      • Einstein Sentiment and Intent Analysis
      • Einstein Translation
      • Einstein Recommendation Builder
4. Enhancing Sales with Einstein
   1. Einstein for Sales
      • Einstein Scoring
      • Einstein Forecasting
   2. Customer Success Stories
      • Stonehill Kitchen
      • One Call
      • Room and Board
      • Athenahealth
5. Revolutionizing Customer Service with Einstein
   1. Einstein for Service
      • Einstein Bots
      • Case Classification and Routing
      • Article Recommendations
   2. Customer Success Stories
      • Iron Mountain
      • College Forward
      • George Yoshita
6. Elevating Marketing Strategies with Einstein
   1. Einstein for Marketing
      • Einstein Engagement Scoring
      • Einstein Recommendations
      • Einstein Content Selection
   2. Customer Success Stories
      • Michelin
      • Austin Buckin
      • George Ashita
7. Excelling in E-commerce with Einstein
   1. Einstein for Commerce
      • Einstein Product Recommendations
      • Einstein Predictive Sort
      • Einstein Designer
   2. Customer Success Stories
      • Roots
8. Unleashing the Power of Einstein as an Admin or Developer
   1. Einstein as an Admin
      • Einstein Prediction Builder
      • Einstein Discovery
   2. Einstein as a Developer
      • Einstein Vision
      • Einstein OCR
      • Einstein Sentiment and Intent Analysis
      • Einstein Translation
      • Einstein Recommendation Builder
9. Conclusion
10. Frequently Asked Questions

Introduction

Welcome to this comprehensive guide on leveraging the power of Salesforce Einstein, the artificial intelligence platform. In this guide, we will explore the various features and capabilities of Einstein that can revolutionize your business. From out-of-the-box solutions to customizable options, Einstein offers a wide range of tools that can enhance sales, customer service, marketing, and e-commerce. Whether you are an admin or a developer, there are resources and tools available to help you make the most of Einstein. Let's dive in and discover the endless possibilities with Salesforce Einstein.

The Power of Artificial Intelligence

Artificial intelligence (AI) has become an integral part of our daily lives, from personalized recommendations on streaming platforms to voice-activated virtual assistants. In the business world, AI has the potential to transform how companies operate, making processes more efficient and unlocking new opportunities. Salesforce Einstein brings the benefits of AI to businesses by providing cutting-edge tools and capabilities that can drive success. By harnessing the power of Einstein, companies can gain valuable insights, automate tasks, make accurate predictions, and create exceptional customer experiences.

Getting Started with Einstein

Einstein offers a wide range of features and capabilities that can be tailored to meet the unique needs of your business. Whether you are just getting started with Einstein or looking to enhance your existing implementation, there are out-of-the-box and customizable options available. Let's explore some of the key features and capabilities of Einstein.

Out-of-the-Box Capabilities

Einstein Activity Capture

One of the first steps in leveraging the power of Einstein is to enable Einstein Activity Capture. This feature allows you to connect your email accounts, such as Gmail or Office 365, to Salesforce. By doing so, Einstein can automatically capture and associate email conversations with Relevant records in Salesforce, providing a more complete view of customer interactions.

Einstein Opportunity Scoring

Einstein Opportunity Scoring helps sales reps prioritize their leads and opportunities, increasing their chances of closing deals. By analyzing historical data and applying machine learning algorithms, Einstein assigns scores to each opportunity, indicating the probability of it converting into a sale. With this insight, sales reps can focus their efforts on the most promising opportunities, maximizing their productivity and success.

Einstein Call Coaching

Einstein Call Coaching leverages the power of AI to analyze phone call data and provide valuable insights to sales representatives. By transcribing, analyzing, and extracting key information from call recordings, Einstein can identify trends, detect mentions of competitors, and provide guidance to improve sales performance. Sales reps can gain valuable insights into customer interactions and enhance their approach, leading to more effective conversations and higher win rates.

Einstein for Service

Einstein for Service offers a range of features aimed at delivering exceptional customer service. Einstein Bots can automate common customer inquiries, providing Instant responses and freeing up service agents to focus on more complex issues. Case Classification and Routing use AI to categorize and assign incoming cases to the appropriate department and agent, ensuring efficient and accurate resolution. Article Recommendations suggest relevant knowledge articles to customers, helping them find answers to their queries and reducing case volume.

Einstein Prediction Builder

Einstein Prediction Builder allows you to create and deploy custom predictive models without writing any code. By leveraging historical data, you can build models that predict customer behavior, such as the likelihood of churn or Timely invoice payment. These predictions enable you to take proactive actions and make data-driven decisions to drive positive outcomes.

Einstein Next Best Action

Einstein Next Best Action combines predictions from Einstein with business rules to provide personalized recommendations to sales and service agents. By considering the customer's specific circumstances, Next Best Action suggests the most suitable Course of action to take, such as making a specific offer or providing tailored support. This helps agents deliver exceptional customer experiences and increase customer satisfaction.

Customizable Capabilities

Einstein Vision

Einstein Vision allows you to understand and classify images at Scale. With features like Einstein Image Classification and Einstein Object Detection, you can analyze images to categorize and detect specific objects or attributes. This opens up numerous possibilities, from analyzing customer sentiment based on images to improving inventory management through object detection.

Einstein Sentiment and Intent Analysis

Einstein Sentiment and Intent Analysis enable businesses to gain insights from text data, such as customer feedback, social media posts, and support cases. Sentiment analysis determines the emotional tone of the text, allowing you to gauge customer satisfaction and identify areas for improvement. Intent analysis classifies the intent behind customer interactions, helping you understand customer needs and provide targeted responses.

Einstein Translation

Einstein Translation removes language barriers by providing real-time translation between different languages. With support for multiple languages, businesses can communicate seamlessly with customers worldwide, ensuring effective collaboration and personalized experiences. Whether it's translating customer inquiries or tailoring content for global markets, Einstein Translation simplifies communication and expands your reach.

Einstein Recommendation Builder

Einstein Recommendation Builder allows admins to create personalized recommendation models without writing code. By analyzing user behavior and preferences, you can generate tailored recommendations for products, content, or services. Whether it's suggesting related products, personalized content, or cross-selling opportunities, Einstein Recommendation Builder helps businesses deliver targeted experiences that drive customer engagement and loyalty.

Enhancing Sales with Einstein

Salesforce Einstein offers a range of features designed to enhance sales processes and drive revenue growth. By leveraging AI-powered tools, sales teams can gain valuable insights, prioritize leads, and improve conversion rates. Let's explore some of the key features and success stories in sales.

Einstein for Sales

Einstein Scoring

Einstein Scoring helps sales reps prioritize their leads and opportunities by assigning scores based on predictive algorithms. By considering factors like historical data, customer interactions, and industry benchmarks, Einstein Scoring predicts the likelihood of a lead or opportunity converting into a sale. This enables sales reps to focus their efforts on high-priority prospects and close deals more effectively.

Einstein Forecasting

Einstein Forecasting provides sales managers with valuable insights into their team's pipeline and future revenue projections. By analyzing historical data and applying AI algorithms, Einstein Forecasting predicts future sales and helps sales managers make informed decisions, allocate resources effectively, and drive sales productivity.

Customer Success Stories

Stonehill Kitchen

Stonehill Kitchen, a leading kitchen product retailer, attributes 25% of their website revenue to Einstein. By leveraging Einstein's predictive capabilities, Stonehill Kitchen can target customers with personalized recommendations and increase conversion rates. The ability to offer tailored suggestions based on customers' browsing and purchasing history has resulted in significant revenue growth.

One Call

One Call, a telecommunications provider, uses Einstein Voice and Einstein Opportunity Scoring to enhance their sales performance. By using voice-to-text Transcription and advanced scoring models, One Call's sales reps can capture meeting notes, automate data entry, and prioritize their opportunities more effectively. This has led to a doubling of mobile adoption and improved sales efficiency.

Room and Board

Room and Board, a modern furniture retailer, leverages Einstein in their marketing campaigns to drive higher conversion rates. By utilizing Einstein Prediction Builder and Next Best Action, they can personalize their email communications to customers, resulting in a 150% increase in conversion rates. By delivering tailored content and recommendations, Room and Board has enhanced customer engagement and satisfaction.

Athenahealth

Athenahealth, a Healthcare technology company, uses Einstein Bots to deliver efficient and personalized customer service. By automating common inquiries and streamlining the support process, Athenahealth has doubled their case resolution rate. Customers receive immediate assistance, and service agents can focus on more complex issues, resulting in improved customer satisfaction.

Revolutionizing Customer Service with Einstein

Einstein provides a range of tools and capabilities that can revolutionize customer service operations. By automating tasks, categorizing cases, and providing actionable insights, businesses can deliver exceptional customer experiences. Let's explore some of the key features and success stories in customer service.

Einstein for Service

Einstein Bots

Einstein Bots offer automated self-service that can handle common customer inquiries and provide instant responses. By leveraging natural language processing, Einstein Bots can understand customer queries and provide relevant information, reducing the need for human intervention and speeding up issue resolution.

Case Classification and Routing

Einstein's AI capabilities enable automatic case classification and routing, ensuring that incoming cases are assigned to the appropriate department and agent. By analyzing case details and historical data, Einstein categorizes and routes cases accurately, reducing response times and improving customer satisfaction.

Article Recommendations

Einstein's article recommendations feature suggests relevant knowledge articles to customers, enabling them to find answers to their queries quickly. By analyzing case data and customer interactions, Einstein determines the most relevant articles, reducing case volume and driving self-service adoption.

Customer Success Stories

Iron Mountain

Iron Mountain, a global records management company, uses Einstein to enhance their service operations. By leveraging Einstein's case classification and routing capabilities, Iron Mountain can assign cases to the appropriate teams, resulting in more efficient and accurate case resolution. This has led to improved customer satisfaction and loyalty.

College Forward

College Forward, an education nonprofit, uses Einstein's predictive capabilities to identify at-risk students and prevent dropout. By analyzing student data and applying machine learning algorithms, Einstein predicts which students are likely to drop out and provides proactive interventions. This has resulted in improved student retention rates and increased success in achieving educational goals.

George Yoshita

George Yoshita, a marketing professional, leverages Einstein to optimize email campaigns and increase conversion rates. By utilizing Einstein Engagement Scoring and Recommendations, George can send targeted content to recipients based on their engagement likelihood. This has led to improved email open rates and higher customer engagement.

Elevating Marketing Strategies with Einstein

Einstein offers a range of features and capabilities that can transform marketing strategies. By personalizing content, improving customer engagement, and delivering targeted recommendations, businesses can drive marketing success. Let's explore some of the key features and success stories in marketing.

Einstein for Marketing

Einstein Engagement Scoring

Einstein Engagement Scoring predicts the likelihood of customer engagement with marketing content, such as emails and campaigns. By analyzing historical data and customer behavior, Einstein assigns scores to leads and contacts, enabling marketers to focus on high-engagement prospects and optimize their campaigns for better results.

Einstein Recommendations

Einstein Recommendations leverages AI to deliver personalized product and content recommendations to customers. By analyzing customer preferences, purchase history, and browsing behavior, Einstein suggests relevant products, upsells, and cross-sells, increasing customer engagement and conversion rates.

Einstein Content Selection

Einstein Content Selection enables marketers to create dynamic, personalized digital experiences for each customer. By tailoring content based on customer preferences, demographics, and behavior, marketers can deliver highly relevant and engaging experiences across channels. This improves customer satisfaction and drives conversion.

Customer Success Stories

Michelin

Michelin, a leading tire manufacturer, uses Einstein Engagement Scoring to improve their Email Marketing campaigns. By leveraging engagement scores, Michelin can identify high-value leads and deliver tailored content, resulting in improved open rates and customer engagement.

Austin Buckin

Austin Buckin, a customer service professional at College Forward, utilizes Einstein Engagement Scoring to reduce customer attrition. By analyzing engagement scores and predicting churn likelihood, Austin can proactively reach out to at-risk customers and provide personalized support, leading to higher customer retention rates.

George Ashita

George Ashita, a marketer at a research company, leverages Einstein Recommendations to increase conversion rates. By delivering product-specific email recommendations, George can target customers who are most likely to engage and make a purchase. This has resulted in improved conversion rates and revenue growth.

Excelling in E-commerce with Einstein

Einstein provides a wide range of features and capabilities that can enhance the e-commerce experience. By leveraging AI-powered tools, businesses can deliver personalized recommendations, optimize search results, and create dynamic shopping experiences. Let's explore some of the key features and success stories in e-commerce.

Einstein for Commerce

Einstein Product Recommendations

Einstein Product Recommendations enable businesses to deliver personalized recommendations to customers based on their preferences and browsing behavior. By recommending relevant products, upsells, and cross-sells, businesses can increase conversion rates and drive revenue growth.

Einstein Predictive Sort

Einstein Predictive Sort prioritizes search results based on individual preferences, ensuring that customers find what they are looking for quickly and easily. By leveraging AI algorithms and customer behavior data, Einstein can deliver search results that Align with customer preferences and improve the shopping experience.

Einstein Designer

Einstein Designer allows businesses to create dynamic and personalized digital experiences for each customer. By personalizing product recommendations, pricing details, and reviews, businesses can deliver tailored experiences that drive customer engagement and increase conversion rates.

Customer Success Stories

Roots

Roots, a leading Canadian retailer, leverages Einstein to deliver personalized experiences to their customers. By utilizing Einstein Product Recommendations, Roots can suggest relevant products to customers based on their preferences, resulting in increased conversion rates and revenue growth.

Unleashing the Power of Einstein as an Admin or Developer

Whether you are an admin or a developer, Salesforce Einstein offers a suite of resources and tools to help you unlock the full potential of AI. From building custom predictions to creating personalized experiences, there are capabilities available for you to leverage. Let's explore the tools and resources for admins and developers.

Einstein as an Admin

Einstein Prediction Builder

Einstein Prediction Builder allows admins to create and deploy custom predictive models without writing any code. By