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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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Here are some examples of the types of recommendations you can surface.

Sales Service Marketing Commerce
Send a notification to customer that contract is expiring Send CSAT survey to customer who just called in Put a campaign on hold based on poor predicted performance Send customer with low engagement an email detailing highest recommended products
Upsell product or service to customer who meets requirements Upsell product or service to customer who meets requirements Send custom offer to customer based on likelihood to engage Send different offers to different groups of customers based on average order value
Recommend how to allocate resources based on sales forecasts Send an offer to customer with high-attrition risk Send offers to customers who represent brand well on social media Package bundled product recommendations based on purchase data
Remind if there’s a new hot lead or a promise to follow-up with a customer Send customer an inspection notice if items have a high chance of needing repair Send discount to customer who abandoned cart on website Send proper engagement to customer based on likelihood of returning an item
Send custom proposal to prospect based on likelihood to engage Send custom engagement/message to customer with high chance of escalating case to social media Recommend to add a particular customer to a specific campaign Recommend to engage with customer based on length of time on website

Independent software vendors (ISVs), most of whom are part of our Appexchange ecosystem, can also build on top of Einstein Next Best Action to surface recommendations specific to their customers’ line of business. Here are some examples.

Salesforce ISV/Partner Einstein Next Best Action Use Case
nCino Built for financial services clients and recommends anything from term loans to reminders to play golf with an account based off of predictive models created from Einstein Discovery.
Cogito Voice-analysis during a customer service call to detect customer sentiment and provide real-time recommendations to the service rep on how to best engage with the customer.
Conga Sifts through customer contracts and provides key recommendations to contract managers to make sure that  language, dictation, and terms are conveyed properly.