Salesforce Einstein AI Cheat Sheet: Enhance Productivity and Insights

Salesforce Einstein AI is revolutionizing business operations by integrating artificial intelligence into various facets of operations. Whether enhancing customer service, boosting sales productivity, or optimizing marketing strategies, Salesforce Einstein provides a comprehensive suite of AI-powered tools to help businesses thrive.

Here’s a detailed breakdown of its key components and functionalities across different domains.

Einstein for Service: Revolutionizing Customer Support

Einstein for Service leverages intelligent automation and insights to transform customer support. Here are its primary features:

• Einstein Bots: Automates customer interactions, quickly and accurately responding to common inquiries.
• Einstein Case Classification: Automatically classifies cases to route them to the right agents.
• Einstein Case Routing: Directs cases to the most suitable agent based on their expertise and workload.
• Einstein Case Wrap-Up: Streamlines the case closure process with automated summaries and next steps.
• Einstein Article Recommendations: Suggest relevant articles to agents to resolve cases faster.
• Einstein Reply Recommendations: Provides agents with suggested responses to common customer questions.
• Einstein Work Summaries: Generates customer interactions and case summaries for better context and follow-up.
• Service AI Grounding: Enhances the accuracy and relevance of AI-driven recommendations and responses.
• Einstein Service Replies: Automates responses to routine customer service emails.
• Einstein Knowledge Creation: Automatically creates and updates knowledge base articles based on case resolutions.
• Einstein Next Best Action: Recommends the next best steps for agents to resolve customer issues.
• Einstein Recommendation Builder: Customizes and builds AI-driven recommendations tailored to service processes.
• Einstein Copilot Service Actions: This feature offers enhanced service efficiency through features like conversation summaries, knowledge answers, custom actions, and generative AI capabilities.

Einstein for Sales: Empowering Sales Teams with AI

Einstein for Sales equips sales teams with AI-driven insights and automation to enhance productivity and decision-making. Key features include:

• Einstein Lead Scoring: Scores leads based on their likelihood to convert.
• Einstein Opportunity Scoring: Prioritizes opportunities based on their potential to close.
• Einstein Activity Capture: Automatically logs sales activities to ensure accurate records.
• Einstein Automated Contacts: Auto-creates contact records from emails and calendar events.
• Einstein Forecasting: Predicts future sales performance with AI-driven forecasts.
• Einstein Conversation Insights: Provides insights from sales conversations to improve strategies.
• Einstein Activity Metrics: Tracks and measures sales activities for better performance management.
• Einstein Email Insights: Analyzes email interactions to optimize communication strategies.
• Einstein Relationship Insights: Helps manage relationships with key stakeholders.
• Einstein Next Best Action: Recommends the next best steps for sales reps to close deals.
• Buyer Assistant: Provides real-time assistance and recommendations to sales reps.
• Einstein Recommended Connections: Suggest new connections that could lead to potential sales opportunities.

Also Read – SOQL Cheatsheet: Aggregate Functions, Conditional Expressions, Date Literals

Einstein Copilot Sales Actions

• Find Similar Opportunities: Identifies opportunities similar to successful ones.
• Send Meeting Request: Automates the scheduling of sales meetings.
• Draft & Revise Sales Emails: Generates and refines sales email drafts.
• Call Explorer: Analyzes and optimizes sales call strategies.
• Sales Summaries: Summarize sales activities and interactions.
• Forecast Guidance: Guides sales forecasts.
• Meeting Follow-Up: Automates follow-up actions after sales meetings.
• Close Plan: Develop detailed plans for closing deals.
• Custom Actions: Creates custom automated sales actions.

Generative AI in Sales

• Automatic Contact Enhancements: Enriches contact information automatically.
• Call Summaries: Generates summaries of sales calls.
• Sales Signals: Detects and acts on key sales signals.
• Generative Conversation Insights: Generates insights from sales conversations.
• Einstein Sales Emails: Creates AI-generated sales emails.
• Sales Summaries: Summarize sales activities.
• Sales Emails for Partners: Generates sales emails tailored for partners.

Einstein for Marketing: Optimizing Campaigns with AI

Einstein for Marketing provides AI-driven insights to optimize campaigns, engage customers, and enhance marketing effectiveness. Key features include:

• Einstein Engagement Scoring: Scores customer engagement to prioritize efforts.
• Einstein Messaging Insights: Analyzes messaging performance and optimizes communications.
• Einstein Send Time Optimization: Determines the best time to send messages for maximum engagement.
• Einstein Engagement Frequency: Optimizes engagement frequency to avoid customer fatigue.
• Einstein Copy Insights: Provides insights into the effectiveness of marketing copy.
• Einstein Splits: Tests different marketing strategies to find the most effective approach.
• Einstein Behavior Scoring: Scores customer behaviors to predict future actions.
• Einstein Campaign Insights: Analyzes campaign performance to optimize strategies.
• Einstein Marketing Insights: Provides comprehensive insights into marketing performance.
• Einstein Content Selection: Automatically selects the best content for each customer.
• Einstein Content Testing: Tests content variations to determine effectiveness.
• Einstein Content Tagging: Automatically tags content for better organization and retrieval.
• Einstein Email Recommendations: Suggest the best emails to send based on customer behavior.
• Einstein Web Recommendations: Provides personalized web content recommendations.
• Einstein Scoring Splits: Analyzes different scoring models for customer segmentation.
• Einstein Lookalikes: Identifies and targets customers similar to your best ones.
• Content Creation Marketing Cloud Engagement: Enhances content creation within the Marketing Cloud.
• Einstein Social Insights: Provides insights from social media interactions.
• Einstein Vision for Social Studio: Uses AI to analyze social media images.
• Einstein Segmentation: Automatically segments customers for targeted marketing.
• Einstein Journey Insights: Analyzes customer journeys to improve engagement.
• Einstein CDIM: Centralizes customer data for more effective marketing.

Generative AI in Marketing

• Einstein Assistant: Enhances marketing tasks with an AI-powered assistant.
• Subject Line & Body Copy Generation: Generates compelling subject lines and body copy for emails.
• Co-Create Campaigns: Collaborates with AI to create effective marketing campaigns.

Einstein for Commerce: Enhancing the Shopping Experience

Einstein for Commerce uses AI to personalize recommendations and gain insights, enhancing the shopping experience. Key features include:

• Smart Promotions: Automates and optimizes promotional offers.
• SEO Metadata: Improves search engine optimization with AI-driven metadata.
• Copilot for Shoppers: Assists shoppers with AI-driven recommendations.
• Returns Insights: Analyzes return data to improve products and processes.
• Einstein GPT for Commerce: Leverages AI-generated content for commerce applications.
• Einstein Search Recommendations: Provides personalized search recommendations.
• Einstein Search Suggestions: Suggest relevant search terms to shoppers.
• Einstein Commerce Insights: Gains insights into shopping behaviors and trends.
• Einstein Predictive Sort: Sorts products based on predicted customer preferences.
• Einstein Complete The Set: Recommends complementary products to complete a set.
• Einstein Commerce Insights: Analyzes commerce data for better decision-making.
• Einstein Search Dictionaries: Enhances search accuracy with custom dictionaries.
• Einstein Profile Data Connector: Connects and analyzes profile data for personalized experiences.
• Semantic Search: Improves search results with semantic understanding.
• Einstein Recommendations API: Integrates personalized recommendations into your commerce platform.
• Einstein Product Recommendations: Provides personalized product recommendations to shoppers.

Generative AI in commerce

• Return Insights: Generates insights from return data.
• Product Fields: Enhances product information with AI.
• Smart Promotions: Optimizes promotions with AI-driven insights.
• Commerce Concierge: Provides personalized shopping assistance.

Einstein Copilot Actions: Enhancing Productivity

Einstein Copilot Actions offer a range of automated tasks to enhance productivity across various domains:

• Answer Questions with Knowledge: Provides accurate answers using knowledge base articles.
• Draft or Revise Sales Email: Generates and refines sales email drafts.
• Explore Conversation: Analyzes and gains insights from customer and sales conversations.
• Find Similar Opportunities: Identify sales opportunities that are similar to successful ones.
• Get Forecast Guidance: Provides AI-driven guidance on sales forecasts.
• Identify Object by Name: Quickly finds and identifies objects within Salesforce.
• Identify Record by Name: Locates specific records within Salesforce.
• Query Records (Beta): Queries records using AI-driven insights (currently in beta).
• Query Records with Aggregate (Beta): Performs aggregate queries on records (currently in beta).
• Summarize Record: Generates summaries of records for quick reference.
• Create Close Plan: Develop detailed plans for closing sales deals.
• Send Meeting Request: Automates the scheduling of sales and customer meetings.
• Custom Actions: Creates and automates custom actions tailored to specific needs.

Also Read – Einstein Copilot Actions (Beta)

Einstein CRM Analytics: Unlocking Data Insights

Einstein CRM Analytics provides tools for visualizing and analyzing data to uncover actionable insights:

• Analytics Studio: A comprehensive platform for visualizing and analyzing data.
• Einstein Discovery: Uses AI to uncover insights and predictive analytics.
• Text Clustering: Automatically clusters and categorizes text data.
• Live Prediction with Snowflake: Integrates live predictive analytics with the data warehouse.
• Model Inspector: Inspects and understands AI models used in predictions.
• Model Queuing: Manages and queues multiple AI models for efficient processing.
• Einstein Prediction Builder: Creates custom AI predictions without needing to code.
• Data Platform: Manages and analyzes large datasets.

Platform AI: Empowering Developers and Admins

Platform AI provides tools to integrate and utilize AI across the Salesforce platform, enhancing developer and admin capabilities:

• Einstein Prediction Builder: Creates custom AI predictions tailored to business needs without any coding.
• Einstein Recommendation Builder: Develops personalized recommendation systems to enhance customer experiences.
• Einstein for Developers: Provides tools and APIs to embed AI capabilities into applications.
• Einstein for Flows: Integrates AI predictions and recommendations into Salesforce Flows to automate business processes.
• Einstein Next Best Action: Offers intelligent, context-aware recommendations for the next best action in various scenarios.
• Einstein Search: Leverages AI-powered search capabilities for more accurate and relevant search results within Salesforce.
• Einstein for Formulas: Uses AI to enhance and optimize Salesforce formulas for better business logic and decision-making.
• Einstein 1 Studio: A development environment for building and deploying AI models and applications within Salesforce.
• Copilot Builder: Creates and customizes AI-driven copilot assistants to help users navigate and utilize Salesforce more efficiently.
• Prompt Builder: Develops and fine-tunes AI prompts to guide user interactions and improve AI responses.
• Model Builder: Builds, trains, and deploys custom AI models tailored to business requirements.

Conclusion

Salesforce Einstein AI offers an extensive range of tools to enhance your business, from customer service and sales to marketing and commerce. By leveraging these AI-driven features, businesses can improve efficiency, make data-driven decisions, and provide personalized customer experiences. This comprehensive suite of AI-powered tools positions Salesforce Einstein AI as essential for modern companies aiming to thrive in an increasingly competitive landscape.

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Frequently Asked Questions (FAQs)

1. What is Salesforce Einstein AI? 

Salesforce Einstein AI is a suite of AI-powered tools that enhance various business operations.

2. How does Einstein for Service help? 

It automates customer support, provides intelligent insights, and recommends actions to improve service efficiency.

3. What features does Einstein for Sales offer? 

It includes lead and opportunity scoring, activity capture, forecasting, and sales insights to boost productivity.

4. How can Einstein for Marketing optimize campaigns? 

It offers engagement scoring, messaging insights, and content recommendations to enhance marketing strategies.

5. What benefits does Einstein for Commerce provide? 

It personalizes shopping experiences with AI-driven recommendations and insights into shopping behaviors.