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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Like Einstein Prediction Builder, Einstein Discovery also predicts outcomes without requiring your own data scientist.
Let’s go back to the problem of customer attrition in the Prediction Builder example. Let’s say your consumer goods business has some analysts who work with different teams to optimize operations. And your business has troves of data housed in Salesforce with strict data requirements. There are important fields in your Salesforce instance that can help predict customer attrition. Your service reps, who are receiving predictions through the Lightning Service Console from Prediction Builder, start to realize that a few customers are at risk of attrition. Prediction Builder tells them some high-level reasons why, but the service reps want to get to the bottom of the problem.
With Einstein Discovery, anyone can get the full understanding of relevant patterns on all of the data in your company, whether encrypted or not, to make predictions on customer attrition. You can have full control of the data they’re putting into the predictive model and be able to dig deeper into the predictions and insights.
For example, Einstein Prediction Builder will show the service reps that a customer is likely to attrit because their last purchase was 3 months ago. Also, their store isn’t located in a region where your products are in high demand. With that insight, how does a service rep respond? Which insight is more important than the other? Einstein Discovery can answer that for you. What if it tells you that consumer demand in a certain retail location is more important? With that insight, your service teams can work with sales, marketing, and product teams to design products that meet the demand for that location, or boost marketing in those areas to increase awareness of the products.
