The Ultimate Salesforce Einstein AI Cheat Sheet

Salesforce Einstein AI is transforming the way businesses operate by infusing artificial intelligence into various facets of their operations. Whether it’s enhancing customer service, boosting sales productivity, or optimizing marketing strategies, Salesforce Einstein offers a comprehensive suite of AI-powered tools to help businesses thrive.

This cheat sheet delves into the key features, functionalities, and benefits of Salesforce Einstein AI, helping businesses unlock its full potential across service, sales, marketing, and commerce.

What is Salesforce Einstein AI?

Salesforce Einstein AI is an AI-powered extension of Salesforce CRM that enables businesses to automate routine tasks, derive actionable insights, and create highly personalized customer experiences. By leveraging advanced technologies such as machine learning, predictive analytics, and natural language processing, Einstein AI empowers businesses to make data-driven decisions and optimize customer interactions.

Whether you’re aiming to improve sales forecasting, streamline service processes, or enhance marketing campaigns, Einstein AI serves as a versatile toolkit to meet your goals.

Key Components of Salesforce Einstein AI

1. Einstein Prediction Builder: Create custom AI models to predict outcomes like lead conversions or case resolutions without writing code.
2. Einstein Bots: Provide automated responses to routine queries, freeing up agents for more complex issues.
3. Einstein Discovery: Analyze patterns in your data to uncover trends, predict outcomes, and suggest actionable insights.
4. Einstein Vision and Language: Use AI to recognize images and analyze text for a deeper understanding of customer interactions.

Einstein for Service

Customer service has become a key differentiator for businesses, and Einstein for Service equips support teams with the tools to deliver faster, more effective solutions.

Primary Features of Einstein for Service

• Einstein Bots: Automate customer interactions to provide quick and accurate responses to common inquiries.
• Einstein Case Classification: Automatically classify cases to route them to the right agents.
• Einstein Case Routing: Ensure that cases are directed to the most suitable agent based on their expertise and workload.
• Einstein Case Wrap-Up: Streamline 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: Provide agents with suggested responses to common customer questions.
• Einstein Work Summaries: Generate summaries of customer interactions and cases for better context and follow-up.
• Service AI Grounding: Enhance the accuracy and relevance of AI-driven recommendations and responses.
• Einstein Service Replies: Automate responses to routine customer service emails.
• Einstein Knowledge Creation: Create and update knowledge base articles automatically based on case resolutions.
• Einstein Next Best Action: Recommend the next best steps for agents to take in resolving customer issues.
• Einstein Recommendation Builder: Customize and build AI-driven recommendations tailored to your service processes.

Einstein Copilot Service Actions:

• Conversation Summaries: Summarize customer conversations for quick reference.
• Knowledge Answers: Provide accurate answers from your knowledge base.
• Custom Actions: Create custom automated actions to enhance service efficiency.

Generative AI:

• Service AI Grounding: Improve the grounding of AI responses for better accuracy.
• Search Answers for Agents and Customers: Facilitate quick search answers for both agents and customers.
• Knowledge Creation: Automate the creation of knowledge articles.
• Service Replies: Generate automated service replies to common queries.
• Work Summaries: Create detailed summaries of work and interactions.
• Generative AI Surveys: Design and distribute AI-generated surveys for customer feedback.

Benefits for Customer Service Teams

1. Faster Case Resolution: Automate repetitive tasks and reduce handling times.
2. Improved Accuracy: Ensure consistent, high-quality responses with AI recommendations.
3. Scalable Support: Handle a larger volume of inquiries without increasing headcount.
4. Enhanced Customer Satisfaction: Deliver personalized, timely solutions that exceed customer expectations.

Also Read – Einstein Generative AI Features Across Salesforce Clouds – The Ultimate Guide

Einstein for Sales

Sales teams often face challenges in prioritizing leads, managing relationships, and forecasting revenue. Einstein for Sales provides AI tools to simplify these processes, enabling sales professionals to focus on building connections and closing deals.

Key Features of Einstein for Sales

• Einstein Lead Scoring: Score leads based on their likelihood to convert.
• Einstein Opportunity Scoring: Prioritize opportunities based on their potential to close.
• Einstein Activity Capture: Automatically log sales activities to ensure accurate records.
• Einstein Automated Contacts: Auto-create contact records from emails and calendar events.
• Einstein Forecasting: Predict future sales performance with AI-driven forecasts.
• Einstein Conversation Insights: Gain insights from sales conversations to improve strategies.
• Einstein Activity Metrics: Track and measure sales activities for better performance management.
• Einstein Email Insights: Analyze email interactions to optimize communication strategies.
• Einstein Relationship Insights: Understand and manage relationships with key stakeholders.
• Einstein Next Best Action: Recommend the next best steps for sales reps to close deals.
• Buyer Assistant: Provide sales reps with real-time assistance and recommendations.
• Einstein Recommended Connections: Suggest new connections that could lead to potential sales opportunities.

Einstein Copilot Sales Actions:

• Find Similar Opportunities: Identify opportunities similar to successful ones.
• Send Meeting Request: Automate the scheduling of sales meetings.
• Draft & Revise Sales Emails: Generate and refine sales email drafts.
• Call Explorer: Analyze and optimize sales call strategies.
• Sales Summaries: Summarize sales activities and interactions.
• Forecast Guidance: Provide guidance on sales forecasts.
• Meeting Follow Up: Automate follow-up actions after sales meetings.
• Close Plan: Develop detailed plans for closing deals.
• Custom Actions: Create custom automated sales actions.

Also Read – Salesforce Proposals Cheat Sheet

Generative AI:

• Automatic Contact Enhancements: Automatically enrich contact information.
• Call Summaries: Generate summaries of sales calls.
• Call Explorer: Provide insights and recommendations for sales calls.
• Sales Signals: Detect and act on key sales signals.
• Generative Conversation Insights: Generate insights from sales conversations.
• Einstein Sales Emails: Create AI-generated sales emails.
• Sales Summaries: Summarize sales activities.
• Sales Emails for Partners: Generate sales emails tailored for partners.

Benefits for Sales Teams

1. Increased Productivity: Automate repetitive tasks to give reps more time to sell.
2. Enhanced Decision-Making: Use AI insights to prioritize leads and forecast sales outcomes.
3. Improved Collaboration: Share actionable insights across teams for cohesive strategies.
4. Higher Conversion Rates: Focus on opportunities with the highest likelihood of success.

Einstein for Marketing

Einstein for Marketing helps businesses design campaigns that resonate with customers. From audience segmentation to engagement scoring, this tool offers a range of features to refine marketing strategies.

Primary Features of Einstein for Marketing

• Einstein Engagement Scoring: Score customer engagement to prioritize efforts.
• Einstein Messaging Insights: Analyze messaging performance and optimize communications.
• Einstein Send Time Optimization: Determine the best time to send messages for maximum engagement.
• Einstein Engagement Frequency: Optimize how often to engage customers to avoid fatigue.
• Einstein Copy Insights: Gain insights into the effectiveness of marketing copy.
• Einstein Splits: Test different marketing strategies to find the most effective approach.
• Einstein Behavior Scoring: Score customer behaviors to predict future actions.
• Einstein Campaign Insights: Analyze campaign performance to optimize strategies.
• Einstein Marketing Insights: Gain comprehensive insights into marketing performance.
• Einstein Content Selection: Automatically select the best content for each customer.
• Einstein Content Testing: Test content variations to determine effectiveness.
• Einstein Content Tagging: Automatically tag content for better organization and retrieval.
• Einstein Email Recommendations: Suggest the best emails to send based on customer behavior.
• Einstein Web Recommendations: Provide personalized web content recommendations.
• Einstein Scoring Splits: Analyze different scoring models for customer segmentation.
• Einstein Lookalikes: Identify and target customers similar to your best ones.
• Content Creation Marketing Cloud Engagement: Enhance content creation within the Marketing Cloud.
• Einstein Social Insights: Gain insights from social media interactions.
• Einstein Vision for Social Studio: Use AI to analyze social media images.
• Einstein Segmentation: Automatically segment customers for targeted marketing.
• Einstein Journey Insights: Analyze customer journeys to improve engagement.
• Einstein CDIM: Centralize customer data for more effective marketing.

Generative AI Capabilities in Marketing

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

Benefits for Marketing Teams

1. Personalized Campaigns: Deliver content tailored to individual customer preferences.
2. Improved ROI: Optimize resources by targeting high-value audience segments.
3. Streamlined Workflows: Automate segmentation, scoring, and content testing to save time.
4. Deeper Insights: Use AI to uncover patterns in customer behavior and refine strategies.

Einstein for Commerce

E-commerce thrives on delivering personalized, seamless, and engaging shopping experiences. Einstein for Commerce equips businesses with AI tools to enhance customer interactions and drive sales through intelligent product recommendations and insights.

Key Features of Einstein for Commerce

• Smart Promotions: Automate and optimize promotional offers.
• SEO Metadata: Improve search engine optimization with AI-driven metadata.
• Copilot for Shoppers: Assist shoppers with AI-driven recommendations.
• Returns Insights: Analyze return data to improve products and processes.
• Einstein GPT for Commerce: Leverage AI-generated content for commerce applications.
• Einstein Search Recommendations: Provide personalized search recommendations.
• Einstein Search Suggestions: Suggest relevant search terms to shoppers.
• Einstein Commerce Insights: Gain insights into shopping behaviors and trends.
• Einstein Predictive Sort: Sort products based on predicted customer preferences.
• Einstein Complete The Set: Recommend complementary products to complete a set.
• Einstein Commerce Insights: Analyze commerce data for better decision-making.
• Einstein Search Dictionaries: Enhance search accuracy with custom dictionaries.
• Einstein Profile Data Connector: Connect and analyze profile data for personalized experiences.
• Semantic Search: Improve search results with semantic understanding.
• Einstein Recommendations API: Integrate personalized recommendations into your commerce platform.
• Einstein Product Recommendations: Provide personalized product recommendations to shoppers.

Generative AI in Commerce:

• Return Insights: Generate insights from return data.
• Product Fields: Enhance product information with AI.
• Smart Promotions: Optimize promotions with AI-driven insights.
• Commerce Concierge: Provide personalized shopping assistance.

Benefits for E-Commerce Businesses

1. Increased Conversion Rates: Deliver personalized shopping experiences that resonate with customers.
2. Optimized Inventory: Use insights to stock products that align with customer demands.
3. Enhanced Customer Retention: Provide value-added recommendations and assistance for repeat business.
4. Improved Search Experiences: Make product discovery intuitive and efficient.

Also Read – Salesforce Project Cost Estimation Cheat Sheet

Einstein Copilot Actions

Salesforce Einstein Copilot introduces a suite of AI-driven actions to automate and enhance everyday CRM tasks, ensuring efficiency and accuracy.

Copilot Features Across Domains

• Answer Questions with Knowledge: Automatically provide accurate answers using knowledge base articles.
• Draft or Revise Sales Email: Generate and refine sales email drafts to improve communication.
• Explore Conversation: Analyze and gain insights from customer and sales conversations.
• Find Similar Opportunities: Identify sales opportunities similar to successful ones.
• Get Forecast Guidance: Receive AI-driven guidance on sales forecasts.
• Identify Object by Name: Quickly find and identify objects within Salesforce by name.
• Identify Record by Name: Locate specific records within Salesforce by name.
• Query Records (Beta): Query records using AI-driven insights (currently in beta).
• Query Records with Aggregate (Beta): Perform aggregate queries on records (currently in beta).
• Summarize Record: Generate summaries of records for quick reference.
• Create Close Plan: Develop detailed plans for closing sales deals.
• Send Meeting Request: Automate the scheduling of sales and customer meetings.
• Custom Actions: Create and automate custom actions tailored to specific needs.

Generative AI-Enabled Copilot Actions

1. Explore Conversations: Use AI to extract insights from customer and sales interactions.
2. Close Plan Creation: Develop detailed action plans for closing deals efficiently.
3. Query Records: Perform advanced searches and aggregate queries within Salesforce.

These tools ensure teams can focus on strategic goals while repetitive tasks are handled seamlessly by AI.

Einstein CRM Analytics

• Analytics Studio: A comprehensive analytics platform for visualizing and analyzing data.
• Einstein Discovery: Use AI to uncover insights and predictive analytics.
• Text Clustering: Automatically cluster and categorize text data.
• Live Prediction with Snowflake: Integrate live predictive analytics with Snowflake data warehouse.
• Model Inspector: Inspect and understand AI models used in predictions.
• Model Queuing: Manage and queue multiple AI models for efficient processing.
• Einstein Prediction Builder: Create custom AI predictions without needing to code.
• Data Platform: A robust platform for managing and analyzing large datasets.

Benefits of Einstein CRM Analytics

1. Enhanced Reporting: Gain a clearer picture of performance metrics and KPIs.
2. Proactive Decision-Making: Use predictive insights to anticipate trends and challenges.
3. Simplified Data Analysis: Let AI handle complex data operations, delivering user-friendly results.
4. Integrated Solutions: Combine analytics with other Einstein tools for cohesive strategies.

Platform AI

Platform AI empowers developers and admins with tools to integrate and utilize AI across the Salesforce platform. Key features include:

• Einstein Prediction Builder: Create custom AI predictions tailored to your business needs without any coding required.
• Einstein Recommendation Builder: Develop personalized recommendation systems to enhance customer experiences.
• Einstein for Developers: Provide developers with tools and APIs to embed AI capabilities into applications.
• Einstein for Flows: Integrate AI predictions and recommendations into Salesforce Flows to automate business processes.
• Einstein Next Best Action: Offer intelligent, context-aware recommendations for the next best action in various scenarios.
• Einstein Search: Leverage AI-powered search capabilities for more accurate and relevant search results within Salesforce.
• Einstein for Formulas: Use 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: Create and customize AI-driven copilot assistants to help users navigate and utilize Salesforce more efficiently.
• Prompt Builder: Develop and fine-tune AI prompts to guide user interactions and improve AI responses.
• Model Builder: Build, train, and deploy custom AI models tailored to specific business requirements.

With these powerful tools, businesses can seamlessly integrate AI into their operations, enhancing efficiency, decision-making, and customer satisfaction.

Benefits for Developers and Admins

1. Customizable Solutions: Design AI tools specific to unique business requirements.
2. Simplified Integration: Seamlessly integrate AI into existing workflows.
3. User Empowerment: Provide users with AI-powered tools to enhance productivity

Conclusion

Salesforce Einstein AI offers an extensive range of tools designed to enhance various aspects of your business, from customer service and sales to marketing and commerce. By leveraging these AI-driven features, you can improve efficiency, make data-driven decisions, and provide personalized experiences for your customers.

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FAQs

1. What is Einstein AI in Salesforce?

Einstein AI is Salesforce’s AI-powered suite that automates tasks, provides predictive insights, and personalizes customer interactions across sales, service, marketing, and commerce.

2. Is Einstein GPT available in Salesforce?

Yes, Einstein GPT is available, combining generative AI with Salesforce tools to automate content creation and enhance personalization in customer interactions.

3. Can you use AI with Salesforce?

Yes, Salesforce integrates AI through Einstein AI, enabling automation, predictive analytics, and smarter workflows for enhanced CRM operations.

4. What is Einstein Bots in Salesforce?

Einstein Bots are AI-powered chatbots in Salesforce that automate customer interactions, providing instant, accurate responses to common queries.