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
Participants 106154
We provide Einstein Voice to selected customers through a pilot program that requires agreement to specific terms and conditions. Einstein Voice is subject to change and isn’t generally available unless or until Salesforce announces its general availability in documentation or in press releases or public statements. We can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.
Einstein Voice enables all users to talk to Salesforce from any device. Einstein Voice is broken down into two buckets: enabling your organization (Einstein Voice Assistant), and enabling your customers (Einstein Voice Bots), with a smart assistant they can talk to.
Einstein Voice Assistant
Using Einstein Voice Assistant, you can enable anyone in your organization to talk to Salesforce.
Let’s say you have a killer sales organization. Your reps are busy showing off the product, shaking hands, and closing deals, but they’re still not hitting quotas. How can you give them an edge to close deals faster and hit those quotas?
Let’s look into the lens of Sandra—your senior account executive in the Southeast US Region. Every morning when she wakes up, she opens her email to prioritize the accounts, opportunities, and meetings most needing her attention for that day. What if she was told what to prioritize?
The Einstein Voice Assistant can tell Sandra every morning (in place of her lying in bed reading through email) what to prioritize and focus her attention on, so that instead of figuring it out herself, she can use that time to get out of the bed earlier, prepare for those meetings, and be ready for the day.
Fast-forward 3 hours. Her Einstein Voice Assistant tells her about a meeting with a prospective customer, Sharper Fish, LLC. The meeting went great. It seems like she’s about to close the deal, but she just needs to ask one of her product managers for clarification on product functionality. Normally, Sandra has to write or type notes and action items, which not only takes time but can get lost on her desk. With Einstein Voice Assistant, Sandra can talk to Salesforce using her smartphone while she’s driving back from the meeting and log notes. Einstein will understand action items, remind her to do them, and schedule follow-up meetings for her.
With the help of Einstein Voice Assistant, Sandra was able to close the deal with Sharper Fish, LLC from a quick turnaround on the product functionality question. The next week, Sandra has a meeting with her manager on how the past month has progressed with deals, and what’s left in the pipe. Since she’s so busy selling during the day, she usually spends time during these meetings finding records and navigating dashboards. This is yet another example of time Sandra and her manager can save. Luckily, with the Einstein Voice Assistant, Sandra can drive Salesforce with her voice—creating and navigating through dashboards, and pulling records, all in real-time.
Einstein Voice Bots
With Einstein Voice Bots, your customers can interact with your brand with their voice.
Say you’re an eCommerce business that sells wallets, and you get a ton of inquiries from customers asking about the last status of their orders. Now with Einstein Voice Bots, your company can declaratively build a branded experience to allow customers to speak into their smart speakers and get updates on their order status, without having to pick up the phone or log into a portal. The voice assistant is integrated with Salesforce, so the customer can ask a question (say about order status), Einstein Voice Bots will search through Salesforce and find the answer, and it will speak the answer back to the customer. This makes it even easier for your customers to get the responses they’re looking for, and it allows your service agents to solve cases faster, leaving the more complicated, nuanced cases for them to focus on.

