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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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  1. Get Smart with Salesforce Einstein
  2. Automate Sales Activities
  3. Introducing Einstein Automated Contacts
Lesson 15, Topic 5
In Progress

Introducing Einstein Automated Contacts

Abhishek
Abhishek October 12, 2021
Lesson Progress
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Einstein Automated Contacts uses email and event activity to find new contacts and opportunity contact roles to add to Salesforce. Depending on how the admin sets up the feature, Einstein can suggest the new data or add it automatically. Either way, sales reps stay focused on selling.

When the new data is suggested to reps, they can easily add it to Salesforce with just a couple of clicks.

Automated Contacts

When the new data is added to Salesforce automatically, reps are notified when Einstein adds new data. And for new contacts, a list view shows them which contacts were added by Einstein.

salesforce Einstein

ou share what you’ve learned with Ava about Sales Cloud Einstein. Imagine the time saved if sales reps don’t have to log activities or manually enter data! Ava sees the benefit and is clearly impressed with your diligence, but she isn’t convinced yet. Eliminating busywork is great, but what about the main part of each sales rep’s job: working through their part of the sales process with customers. “How does Sales Cloud Einstein really make sales reps more productive at each step of the sales process?” she asks.

Sounds like yet another challenge. You know what to do.

Read on to see if AI really can transform productivity at each stage of the sales process.

Resources

Use these resources to learn more about the importance of data quality and how Einstein Activity Capture eliminates busywork for sales reps.

  • Trailhead: Data Quality
  • Help: Einstein Activity Capture
  • Help: Einstein Automated Contacts
  • Help: Inbox
  • Help: The Sales Analytics App