Salesforce Einstein Howto
Salesforce Einstein is an integrated artificial intelligence platform that brings AI capabilities to Salesforce's CRM products, offering predictive analytics, natural language processing, and machine learning to enhance customer experiences and business processes.
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Enable Einstein features: Contact your Salesforce account executive to enable Einstein features for your org. Some features may require additional licenses.
Set up data sources: Ensure your Salesforce org has sufficient high-quality data for Einstein to analyze. Connect any external data sources as needed.
Configure Einstein settings: In Salesforce Setup, go to the Einstein settings and configure options like data sharing, model metrics, and prediction fields.
Train Einstein models: For custom predictions, use Einstein Prediction Builder to select fields and train machine learning models on your data.
Add Einstein components: Drag and drop Einstein components like prediction fields or recommendation cards onto your Salesforce page layouts.
Use Einstein insights: View AI-powered insights, predictions and recommendations directly in your Salesforce workflows and records.
Monitor performance: Check Einstein dashboards and reports to monitor model accuracy and business impact over time.
Refine and expand: Continuously refine Einstein models and expand to new use cases as you gather more data and feedback.
Salesforce Einstein FAQs
Salesforce Einstein is an integrated set of artificial intelligence (AI) technologies developed for the Salesforce Customer Relationship Management (CRM) platform. It is designed to make the Salesforce Customer 360 platform smarter by infusing AI capabilities across sales, service, marketing, and IT functions.
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