Salesforce: Einstein Analytics
53mIntermediate2018-06-22
Authors

Christine Volden
Founder of SoulfulSelling.com
Course details
Salesforce Einstein is a set of AI technologies that allow Salesforce users to use algorithms to analyze data inside Salesforce. Einstein can be used to automate reports, pinpoint workflow needs, and even analyze the effectiveness of teams. In this course, learn how to work with Einstein in Salesforce. Discover precisely what this powerful solution has to offer, so that you can determine if it meshes with your organization's needs. Discover how Einstein can help you work smarter in Sales Cloud, the Marketing Cloud, communities, and more.
Learning objectives
What is Salesforce Einstein?
Requirements for AI success
Einstein Account Insights
Einstein Activity Capture and Automated Contacts
Einstein recommendations in the Marketing Cloud
Social Insights
Einstein recommendations in communities
Learning objectives
What is Salesforce Einstein?
Requirements for AI success
Einstein Account Insights
Einstein Activity Capture and Automated Contacts
Einstein recommendations in the Marketing Cloud
Social Insights
Einstein recommendations in communities
Skills covered
Salesforce.comSalesforceCRM SoftwareCustomer ServiceSalesBusiness Software and ToolsDeep Dive (X:Y)
Concepts
0. Introduction
- 01 - Welcome
- 02 - What is Salesforce Einstein
- 03 - What you should know
1. What and Where Is Einstein
- 04 - How Einstein works
- 05 - Requirements for AI success
- 06 - Setting up Einstein
- 07 - Einstein features
2. Einstein in Sales Cloud
- 08 - Einstein Lead Scoring
- 09 - Einstein Opportunity Insights
- 10 - Einstein Account Insights
- 11 - Einstein Activity Capture and Automated Contacts
3. Einstein in Marketing
- 12 - Einstein recommendations in the Marketing Cloud
- 13 - Social Insights
- 14 - Einstein Segmentation and DMP
4. Einstein in Communities
- 15 - Einstein recommendations in communities
- 16 - Einstein Trending Posts
Conclusion
- 17 - Next steps
Related courses
- Salesforce AI Fundamentals
- Generative AI for Marketing Professionals
- Salesforce: Sales Automation for Salespeople
- Salesforce for Marketers
- Salesforce Administrator Cert Prep: 2 Security and Data Model
- Salesforce for Sales Managers
- Learning Salesforce CPQ
- Salesforce Administrator Cert Prep: 1 Introduction to Administrator Certification and Setup