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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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With Einstein Forecasting, Pepper can get predictions about her sales team’s opportunities. A prediction graph shows her team’s past opportunities and forecasts about future performance. She can also see the top key performance indicators, including:

  • Einstein Prediction: Einstein’s forecast prediction for your sales team’s deals this month
  • Einstein Prediction to Quota Gap: The difference between Einstein’s prediction and your current sales quota
  • Closed to Quota Gap: The difference between your closed deals and current sales quota

Einstein Forecasting

Pepper can see even more detail on the forecasts page. List views display the Einstein prediction amount broken down to show the median predicted amount for each of her sales reps and sales teams (1). Einstein bases the predictions on all open opportunities with close dates by the end of the month.

forecasts page

Pepper can check the Einstein Prediction Details panel (2) to see more details related to her teams’ deals. They include the range of prediction values, a breakdown of open deals in different stages, and the top contributing factors to the Einstein prediction.

And that’s not all! She can also access some Einstein Forecasting information on the go. Using the Analytics app, she can see key performance metrics and the prediction graph on her mobile device.

Pepper’s thrilled and does a little dance. You smile between sneezes in happy agreement.

Conclusion

So now you’ve seen how artificial intelligence can optimize a sales team. You’ve seen how Sales Cloud Einstein, in particular, takes busywork and guesswork out of the sales process and replaces them with productivity and insights. AI will never replace the sales teams, but it can make them smarter at every step of the process.

Resources

Use these resources to learn more about Einstein Forecasting.

  • Help: Einstein Forecasting
  • Help: Understand How Einstein Creates Your Forecasting Prediction