Get Smart with Salesforce Einstein
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Salesforce Einstein Basics
Get Started with Einstein -
Get Started with Einstein7 Topics
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Learning Objectives - Einstein
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AI Basics and Smart Assistants
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I Have AI and Smart Assistants Down. How Does Salesforce Einstein Fit In?
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But How Can Einstein Specifically Benefit My Business?
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So What Makes Einstein Different?
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Do I Have to Be a Genius to Use This? I’m Pretty Sure Einstein Was a Genius
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The Time Is Now for Salesforce Einstein
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Learning Objectives - Einstein
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Learn About Einstein Out-Of-The-Box Applications7 Topics
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Responsible Creation of Artificial IntelligenceUse the Einstein Platform9 Topics
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Understand the Ethical Use of Technology8 Topics
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Learn the Basics of Artificial Intelligence5 Topics
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Recognize Bias in Artificial Intelligence6 Topics
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Einstein Bots BasicsRemove Bias from Your Data and Algorithms6 Topics
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Learn About Einstein Bots6 Topics
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Plan Your Bot Content4 Topics
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Einstein Next Best ActionLearn the Prerequisites and Enable Einstein Bots3 Topics
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Get Started with Einstein Next Best Action9 Topics
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Learning Objectives - Einstein Next Best Action
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Rise of Business Intelligence
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A Wealth of Insights Brings a New Set of Challenges
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Better Recommendations with Einstein Next Best Action
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Unify Sources of Insight
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Connect Recommendations to Automation
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Surface Actionable Intelligence
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Applications for Different Lines of Business
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How Can I Get Einstein Next Best Action?
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Learning Objectives - Einstein Next Best Action
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Sales Cloud EinsteinUnderstand How Einstein Next Best Action Works7 Topics
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Increase Sales Productivity5 Topics
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Automate Sales Activities5 Topics
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Target the Best Leads3 Topics
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Close More Deals6 Topics
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Connect with Your Customers and Create New Business4 Topics
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Sales Cloud Einstein Rollout StrategiesImprove Sales Predictions4 Topics
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Use AI to Improve Sales
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Start with a Plan
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Set Goals and Priorities
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Get Ready for Einstein
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Quick Start: Einstein Prediction BuilderStart Using Sales Cloud Einstein
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Sign Up for an Einstein Prediction Builder Trailhead Playground
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Create a Formula Field to Predict
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Enrich Your Prediction
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Build a Prediction
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Quick Start: Einstein Image ClassificationCreate a List View for Your Predictions
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Get an Einstein Platform Services Account
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Get the Code
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Create a Remote Site
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Create the Apex Classes
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Einstein Intent API BasicsCreate the Visualforce Page
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Get Started with Einstein Language
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Set Up Your Environment
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Create the Dataset
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Train the Dataset and Create a Model
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Put Predictions into Action with Next Best ActionUse the Model to Make a Prediction
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Learn the Basics and Set Up a Custom Playground
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Define and Build a Prediction
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Customize Your Contact and List Displays
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Create Recommendations for Einstein Next Best Action
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Create a Next Best Action Strategy
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Add Next Best Action to Your Contacts
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To improve your sales reps’ productivity, Sales Cloud Einstein reviews their activities and provides recommendations and insights that steer them in the right direction. But, the key to great recommendations and insights is great data.
Just how important is data to an AI solution? Peter Norvig, an AI expert, said that mediocre algorithms with more data get better results than great algorithms with less data. According to Computerworld, the rise in AI is largely due to the availability of big data sets, which lead to better AI.
In the past, an AI solution required an entire test kitchen of data chefs who picked, cleaned, and combined your data before mixing it all up in recipes. Then, months or years later, out of the oven popped actionable insights for sales reps. Nowadays, everything—email, calendar, CRM, phone—creates trillions of data points. This deluge of information includes data on all your sales reps’ activities: their phone calls with leads, their emails to contacts, their CRM data on accounts, and much more! Sales Cloud Einstein harnesses all that data and feeds it to a flexible algorithm. Almost immediately, you get results. With Sales Cloud Einstein, you replace that test kitchen with an Easy-Bake AI Oven.
(To learn more about the importance of data quality and how to assess and improve your organization’s data quality, check out the Data Quality module.)
At Honeydew, your sales reps are constantly creating and updating data every second of the work day. You do a quick inventory of all that data.
| Sales Activity | Example of Data | Source |
|---|---|---|
| Emails exchanged with Pomegranate, a potential customer | Gmail | |
| Event | Lunch meeting with Chet R. Cheez, Pomegranate’s CTO | Google Calendar |
| Call | Follow up phone call with Chet | Skype |
| Note | Notes from meeting with Chet | Salesforce |
| Task | Reminder to schedule next meeting with Chet at a vegetarian restaurant | Salesforce |
| Lead | Lead record for Chet | Salesforce |
Your sales team is already creating all the data necessary for an AI solution like Sales Cloud Einstein. So now what?