This presentation provides guidance on rolling out Sales Cloud Einstein, Salesforce's artificial intelligence product. It begins with an overview of Einstein and how it uses automated machine learning to deliver predictive insights within the CRM. The presentation then discusses using the Einstein Readiness Assessor to determine an organization's preparedness. It demonstrates the simple setup process for enabling Einstein's features. Resources like Trailhead trails and the readiness assessor are provided to help with the rollout. The presentation aims to outline best practices for integrating Einstein's artificial intelligence capabilities.

1. Best Practices for Rolling Out
Einstein
May 11, 2018

2. Jason Selvidge
Director, Admin Evangelism
Salesforce
Mike Gerholdt
Director of Engineering
Salesforce
Today’s Speakers
Sr. Technical PMM
Salesforce
Mike Rogan

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of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
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or use of our services.
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interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible
mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our
employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com
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5. Watch the Recording
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page: bit.ly/rollouteinstein
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Stick around for live Q&A at the end!
• Speakers will tackle more questions at the end,
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7. Today’s Agenda
• Sales Cloud Einstein Overview
• Determine Org Readiness
• Roll Out Einstein
• Resources
• Q&A

8. Sales Cloud Einstein Overview

9. What is Einstein?
Artificial Intelligence for CRM

10. Classical
Approach
Data
Sampling
Feature
Selection
Model
Selection
Score
Calibration
Integrate to
Application
Artificial
Intelligence
Einstein
Auto-ML
Data already prepped
Models automatically built
Predictions delivered in context
AI for CRM
How Does Einstein Work?

11. Intelligent Automation Will Drive the Next Level of Productivity
The impact will be faster, more predictable sales cycles
Contact Data
Meeting Info
Call Notes
Email Business News
CRM Data
Structured & Unstructured Data Actionable Sales Insights
New Leads
Pipeline trends and projections
Leads with highest potential
Opportunity health indicators
Actions correlated to winning deals
Forecast predictions
AI-driven
Automation

12. Sales Cloud Einstein Key Features
Einstein Activity Capture
Eliminate hours of manual data entry
Einstein Lead & Opportunity Scoring
Prioritize leads & opportunities
Sales Analytics
Discover trends with prepackaged best
practices
increase in win rates
30%

13. Determine Org Readiness

14. DEMO: Sales Cloud Einstein
Readiness Assessor

15. Get Your Personalized Einstein Readiness Report
1
2
3
GO TO THE ASSESSOR
einsteinreadiness.salesforce.com or Setup
CLICK THE BUTTON
“Assess Your Sales Cloud Einstein Readiness”
WAIT A FEW MINUTES
The report will be sent to your email

16. Roll Out Einstein

17. Setting Up Sales Cloud Einstein is Simple
• Turn on Sales Cloud Einstein in Setup using the
Einstein Setup Assistant
• Enable each feature individually when you’re ready
• See Einstein features displayed on the home page,
record page, list views and where you need it

18. DEMO: Einstein Set Up

19. Powered by Einstein Sales Analytics
Dashboards surface important
metrics like:
● Lead score performance
summary
● Conversion rates by lead
score
● Average lead score by
each lead source
Take Advantage of Pre-Built Dashboards

20. See Which Attributes are Most Predictive
Company-Level Predictive Factors
● Top lead field values across company
● Percentage of leads with field
● Details of predictive field
1
2
3
Powered by Einstein Sales Analytics

21. Resources

22. Resources
Trailhead Trail: Sales Cloud Einstein
Readiness Assessor: einsteinreadiness.salesforce.com

23. Q&A
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Slides
bit.ly/rollouteinstein
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