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Get Smart with Salesforce Einstein

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  1. Salesforce Einstein Basics

    Get Started with Einstein
  2. Get Started with Einstein
    7 Topics
  3. Learn About Einstein Out-Of-The-Box Applications
    7 Topics
  4. Responsible Creation of Artificial Intelligence
    Use the Einstein Platform
    9 Topics
  5. Understand the Ethical Use of Technology
    8 Topics
  6. Learn the Basics of Artificial Intelligence
    5 Topics
  7. Recognize Bias in Artificial Intelligence
    6 Topics
  8. Einstein Bots Basics
    Remove Bias from Your Data and Algorithms
    6 Topics
  9. Learn About Einstein Bots
    6 Topics
  10. Plan Your Bot Content
    4 Topics
  11. Einstein Next Best Action
    Learn the Prerequisites and Enable Einstein Bots
    3 Topics
  12. Get Started with Einstein Next Best Action
    9 Topics
  13. Sales Cloud Einstein
    Understand How Einstein Next Best Action Works
    7 Topics
  14. Increase Sales Productivity
    5 Topics
  15. Automate Sales Activities
    5 Topics
  16. Target the Best Leads
    3 Topics
  17. Close More Deals
    6 Topics
  18. Connect with Your Customers and Create New Business
    4 Topics
  19. Sales Cloud Einstein Rollout Strategies
    Improve Sales Predictions
    4 Topics
  20. Use AI to Improve Sales
  21. Start with a Plan
  22. Set Goals and Priorities
  23. Get Ready for Einstein
  24. Quick Start: Einstein Prediction Builder
    Start Using Sales Cloud Einstein
  25. Sign Up for an Einstein Prediction Builder Trailhead Playground
  26. Create a Formula Field to Predict
  27. Enrich Your Prediction
  28. Build a Prediction
  29. Quick Start: Einstein Image Classification
    Create a List View for Your Predictions
  30. Get an Einstein Platform Services Account
  31. Get the Code
  32. Create a Remote Site
  33. Create the Apex Classes
  34. Einstein Intent API Basics
    Create the Visualforce Page
  35. Get Started with Einstein Language
  36. Set Up Your Environment
  37. Create the Dataset
  38. Train the Dataset and Create a Model
  39. Put Predictions into Action with Next Best Action
    Use the Model to Make a Prediction
  40. Learn the Basics and Set Up a Custom Playground
  41. Define and Build a Prediction
  42. Customize Your Contact and List Displays
  43. Create Recommendations for Einstein Next Best Action
  44. Create a Next Best Action Strategy
  45. 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.

Table 1. Inventory of Sales Activities
Sales Activity Example of Data Source
Email 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?