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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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Today, companies have access to more customer insights than ever before. Managing and transforming this wealth of information into forward-thinking business decisions is crucial to not only survive, but thrive in any industry. Let’s take a brief look at how we got here—how businesses have been consuming insights over the past 40 years.

Business Intelligence

In the 1980s, when mainframes started becoming mainstream, they had hardly any capacity. In order for a business to analyze its crucial data, mainframes spit out a report that could be consumed by employees about once every month. These reports inspired the current term business intelligence, and they included important KPIs such as total revenue generated, number of closed deals this month, and more to help leaders understand what was happening in their business. From the 1990s to the early 2000s, reports started getting more robust. Businesses were able to digitally view reports, and dashboards for visualizing data were becoming popular.

Closer to 2010, businesses were combining business intelligence with predictive models to not only understand what was happening in their business, but why it was happening. With predictive models, businesses were also able to forecast how they would do in certain areas—for example, sales quotas per industry—so that managers could best staff resources.

Today, intelligence is ubiquitous. Lots of companies specialize in business intelligence or predictive models for every line of business, industry, or segment. Businesses also develop intelligence in-house with teams of data scientists or business analysts. We are surrounded by data, insights, and knowledge that can be consumed practically instantly. The chart provides some examples of the sources of insight we have at Salesforce and in our partner ecosystem.

Sources of insight can also include your business rules, tactics, and strategies for taking action for different scenarios. For example, as a business you might only engage customers with a particular discount if they reside on the East Coast or in California.