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
I Have AI and Smart Assistants Down. How Does Salesforce Einstein Fit In?
Abhishek October 12, 2021
Einstein is Your Smart CRM Assistant, and it can be viewed as two categories.
- Einstein Out-of-the-Box Applications
- Einstein Platform
Einstein Out-of-the-Box Applications
Like we mentioned in the previous section, AI is being embedded into applications we already use, and thus it is inherently surfaced throughout the Salesforce UI. Einstein works in much the same way. Just like with consumer apps, Einstein infuses AI into all of the Salesforce apps (Sales Cloud, Service Cloud, and so on)—a built-in smart assistant—so that every business user in every role, function, and industry can be assisted right inside of the Salesforce product that they use every day.
Einstein Platform
Each business operates differently, and therefore, uses Salesforce differently. The Einstein Platform includes powerful tools that allow admins and developers to build a customized smart assistant for their business. You can build an assistant that uses voice input, natural language understanding, voice output, intelligent interpretation, and agency components to better help your business interact with and understand its customers. You can also build capabilities that allow your customers to interact with smart assistants, giving quick answers to questions they have, and solving routine cases for them.
With as little friction as possible, Einstein allows all Salesforce users to:
- Discover insights that bring new clarity about your company’s customers.
- Predict outcomes so your users can make decisions with confidence.
- Recommend the best actions to make the most out of every engagement.
- Automate routine tasks so your users can focus on customer success.