Summary

In this chapter, we have looked at some of the key parts of the Salesforce Einstein platform, including elements from the Sales Cloud Einstein and High Velocity Sales offerings. We started by learning about Lead Scoring and Opportunity Scoring, which deliver an easy-to-deploy ML-based model for judging the quality of leads and opportunities. We saw in detail how to configure this feature, which is a good representation of the typical flow for configuring out-of-the-box Einstein features.

Then, we reviewed Einstein Forecasting, an automated ML-based forecasting model, which uses your historical opportunity data to generate a prediction of whether your current sales efforts are on track.

We then devoted considerable time to exploring Einstein Activity Capture, a nifty feature that can save sales reps a lot of time entering data into the CRM by automatically matching email, contact, and event data from users' emails and calendars to the relevant records in Salesforce...