All things Salesforce Einstein

What is Salesforce Einstein ?

Salesforce Einstein is Artificial Intelligence (AI) for CRM - personalized recommendations, intelligent search results and automated assistants, embedded in the Salesforce applications that users already use, bringing AI to everyone.

History:

Originally developed by BeyondCore, later became part of Analytics Cloud after salesforce acquisition.

Provides answers to key business questions:

what happened ? why did it happen ? what will happen ?

what are some effective options for dealing with the situation ?

Data to Einstein Discovery: Data has to be physically imported into ED.

Data sources ED can connect: Salesforce, CSV, HADOOP, MYSQL, NETEZZA, ORACLE, POSTGRES, SAP, SQL Server

What ED can do ?

Quickly analyze huge amounts of data to explain causes, suggest fixes and predicts what happens if we don’t change anything.

Einstein Discovery Story:

Importing data - ED identifies Data Quality issues
ED provides Dataset improvement options
ED clusters values in columns
ED performs statistical tests and detects patterns in the datasets

Story:

Executive summary created by ED:

Executive summary
ED allows to export data directly to Einstein Analytics

Docx PPT

Some Einstein Discovery Features:

Activity Capture: Connects emails and calendar to Saleforce, tracks sales related activities and generate insights.

Lead Scoring: Prioritizing highest value leads, identifying the top factors that determine predictive lead scores.

Opportunity Insights:Surface key opportunity insights including customer sentiment, competitor involvement, and overall prospect engagement.

Sentiment Insights: Automatically analyze the tone and sentiment of conversations in over 10 languages.

to be continued…..

Learner, thinker and Doer.

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