Einstein Application and Licenses in Salesforce Sales Cloud in 2024

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 does it Appear?

Lightning ExperienceSalesforce ClassicSalesforce 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 does it Appear?

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 does it Appear?

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 does it Appear?

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 does it Appear?

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 does it Appear?

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 does it Appear?

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.

Where does it Appear?

Lightning ExperienceInbox 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.