Chapter 2: Salesforce AI for Sales
This chapter will cover the core sales-related artificial intelligence (AI) options in Salesforce. We will systematically go through scoring leads and opportunities, forecasting the value of sales, capturing activities from email, and analyzing conversations between staff and customers using the out-of-the-box Einstein features. For each topic, we will also discuss the pros and cons and what options an architect has if the limits of the feature are reached.
As part of each feature discussion, we will reference the Pickled Plastics Ltd. scenario that is used throughout the book to give a real-world grounding. In addition, we will do a hands-on configuration of the Lead Scoring feature in line with our scenario requirements.
In this chapter, we're going to cover the following main topics:
- Introducing Sales Cloud Einstein
- Setting up Einstein Lead Scoring and Opportunity Scoring
- Learning about Einstein Forecasting
- Diving...
