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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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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

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.

Einstein Voice Bots