Salesforce Einstein features

Salesforce Einstein is the first comprehensive AI for CRM. Einstein enables you to become

an AI-first company so you can get smarter and more predictive about your customers. 

Before jumping into Salesforce Einstein, we will find out what is artificial intelligence?

• AI makes our lives easier with personalized recommendations, intelligent search results, and automated assistants (but not killer robots)

• AI is at an evolutionary tipping point with the convergence of data, computing power, and algorithms

• AI is embedded in the applications that we already use in our consumer lives and is surfaced inherently through the UI experience

How Salesforce Einstein works?

Sales Cloud Einstein 

Guide sales reps to the best leads and opportunities so they can focus on closing the right deals. Sales Reps get an automatic reminder task to follow up with customers who haven’t responded to emails. They can review the reminder tasks, and accept or reject tasks on demand. When you purchase Sales Cloud Einstein, Salesforce installs two packages in your org, SalesforceIQ Cloud and Sales Insights. Each package adds an associated integration user and profile. 

Set Up Sales Cloud Einstein

1.  From Setup, enter Setup Assistant in the Quick Find box, then select Setup Assistant under Sales Cloud Einstein.
2. Select who can use Einstein.

• Create a permission set.
• From the License drop-down list, select Sales Cloud Einstein.

• Click Save.
• Click App Permissions.
• Enable app permissions for Einstein features.
• Assign the permission set to users.


• From the Einstein Setup Assistant, enable these Einstein permissions.

4. Using the Lightning App Builder, add the Einstein component to the Home page and to Lightning pages for accounts, leads, and opportunities.

Einstein Features

Automated Activity Capture - After setting up Einstein, Salesforce asks Einstein users to connect their Google™ or Microsoft® Office 365® account to Salesforce. Then, on accounts, contacts, leads, opportunities, and person accounts, they see their related emails and events. They also see related emails and events from others on their team.

Prioritize Your Leads with Predictive Lead Scoring and Lead Insights -  This feature is new in both Lightning Experience and Salesforce Classic. Einstein Lead Insights uses a combination of data science and machine learning to discover the patterns of lead conversion in your business, and predict which leads to prioritize. By using machine learning, Lead Insights provides a simpler, faster, and more accurate solution than traditional rules-based lead-scoring approaches.

The lead score field is available in list views, reports, dashboards, and lead detail pages. On detail pages, the lead score appears in the Einstein component. The component also shows sales reps which lead fields have the greatest positive (1) or negative (2) influence on its score. 

Lead Insights - Lead Insights periodically reanalyzes your historical leads and updates the scores for your current leads accordingly.

The Lead Insights Dashboard includes reports that show key lead score metrics for your org.

• Average Lead Score by Lead Source
• Conversion Rate by Lead Score
• Lead Score Distribution: Converted and Lost Opportunities

Opportunity Insights - Einstein users get predictions about which deals are likely to be won, reminders to follow up, and notifications when key moments in a deal take place. Sales reps can see all the insights related to their deals on the Home page, Opportunity record and in list view. The Home page also features relevant actions related to different opportunities, such as the ability to edit an opportunity’s close date or email a contact who hasn’t responded to a request.

Opportunity record will look like as below

Different types of insights are available.

• Deal Predictions—See predictions based on recent activity and existing opportunity data, such as whether a deal is more or less likely to close, or if a deal seems unlikely to close in time.
• Follow-Up Reminders—Get reminders to follow up when a contact hasn’t responded in a while, or if there hasn’t been any communication related to an important opportunity for a significant period of time.
• Key Moments—Get notified when key moments related to a deal take place, such as when a contact mentions a competitor or is leaving their company.

Account Insights - Team stays informed about key business developments that affect their customers. Insights appear in the Einstein component on account records and the Home page.

On the Home page, Einstein users see insights based on the accounts they own and the accounts of which they’re an account team member. A user’s manager also has access to these insights. Each insight shows up to three of the most relevant articles. Users can email insights to others or share them with users and groups through Chatter.

Refer salesforce for more detail

https://www.salesforce.com/in/products/einstein/overview/

Trailhead link

https://trailhead.salesforce.com/modules/get_smart_einstein_feat

Please refer Spring 17 release notes from HERE

I will cover following topics in next post. Stay connected

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