FlashKeepers

Salesforce · Salesforce AI

Salesforce Einstein and AI Features Basics

Core Einstein AI features across Sales, Service, and Marketing Cloud including predictive scoring and generative AI tools.

30 cards · basic cards · AI-written, checked twice. Edit anything.

Study this set free Look inside first Get FlashKeepers for iPhone
What is Salesforce Einstein?
Salesforce's artificial intelligence platform that provides predictive analytics, automated recommendations, and generative AI capabilities across Sales, Service, and Marketing Cloud.
What does Einstein Prediction Service (EPS) do?
It uses machine learning to predict outcomes for custom objects and standard objects in Salesforce, enabling data-driven decision making.
How does Einstein Lead Scoring work in Sales Cloud?
It analyzes historical lead data and conversion patterns to predict which leads are most likely to convert into opportunities.
What is Einstein Opportunity Scoring?
A Sales Cloud feature that uses machine learning to predict the probability of an opportunity closing won based on historical deal data.
What does Einstein Account Scoring measure?
The likelihood of an account to expand, renew, or churn based on engagement patterns, health metrics, and historical account behavior.
What is Einstein Analytics?
A Salesforce analytics platform that provides AI-powered insights, dashboards, and predictive analytics for business intelligence and decision making.
What does Einstein Next Best Action do?
It recommends the most impactful action a sales or service rep should take next with a customer based on machine learning analysis.
What is Einstein Activity Capture?
A feature that automatically logs emails and calendar events to Salesforce records without manual data entry, using machine learning to match them to accounts and opportunities.
What does Einstein Sentiment Analysis do?
It analyzes text in emails, cases, and messages to determine customer sentiment, helping identify at-risk customers or escalation needs.
What is Einstein Recommendation Service in Marketing Cloud?
It uses machine learning to recommend products, content, or next steps to customers based on their behavior and preferences.
What does Einstein Email Insights do?
It provides analytics on email engagement, delivery, and recipient interactions to help optimize email campaigns in Marketing Cloud.
What is Einstein Engagement Scoring?
A feature that scores leads and contacts based on their level of engagement with email, web, and content interactions.
What does Einstein for Service Cloud Chatbots do?
It automates customer service by using AI to understand customer intent, route cases intelligently, and provide recommended solutions.
What is Einstein Deal Guidance?
A Sales Cloud feature that provides real-time recommendations to sales reps on how to advance and close opportunities more effectively.
What does Einstein Account Guidance do?
It uses predictive analytics to recommend actions and strategies for account managers to grow, retain, or upsell their accounts.

15 more cards in the app