If we recall from Chapter 2, Role of AI in CRM and Cloud Applications, Sales Cloud Einstein currently provides the features listed in the following table:
Feature | Description |
Einstein Lead Scoring | This is the Automated Lead Scoring for leads to help drive the Smart Lead Conversion Plan |
Einstein Account Insights | This helps the sales representatives and the Sales team by providing key business development information about the account and showing the key moments |
Einstein Opportunity Insights | The sales representatives get recommendations and predictions about which opportunities are likely to be won, and get notifications when the key stage in a deal is reached |
Einstein Automated Activity Capture | This allows the Sales representatives to connect Salesforce to their Gmail or Outlook email and calendar, and Einstein automatically... |