What Salesforce Einstein AI Is And Why You Need It by OMI

What Salesforce Einstein AI Is And Why You Need It

AI is slowly playing a greater role in the way business is done today. If you’re not considering how you can level up your productivity by taking advantage of what is becoming an increasingly efficient and potent tool, you risk being left behind. 


In this post, we’ll look more closely at Salesforce Einstein AI, a state-of-the-art artificial intelligence (AI) platform that offers companies a tool for enhancing their business processes and improving consumer experiences. We look at its advantages and capabilities, and why you need it to be competitive in today’s quickly changing business climate.

What is Salesforce Einstein AI?

This is a collection of AI technologies and services built into the Salesforce platform. The solution was created to give organizations the ability to automate and streamline the business operations. In the end companies are able to improve their productivity, get better client engagement, because the platform gives them tools to make predictions, spot trends in their data, and gain insights that would be otherwise impossible to obtain using conventional techniques.

Einstein AI Benefits

Arguably the best benefits that AI offers in general are the time and efficiency gains that it brings to business processes. By automating and streamlining processes, it enables your staff to repurpose their time and resources for more strategic tasks. In addition, the automation of repetitive tasks – which are typically fatiguing – means you eliminate errors and improve efficiency in your operations. 


The platform also provides enhanced reporting capabilities that produce valuable insights to support decision making, help you understand customer needs and preferences better, and put you in a position to easily identify opportunities.


From the customer perspective, this solution provides for a more meaningful, personalized experience with your brand. The platform’s superior NLP capabilities enable businesses to communicate with customers in natural, conversational ways. It also has machine learning features that help businesses make sense of customer behavior and preferences and ultimately deliver better experiences.

Salesforce Einstein AI Features

This platform is a feature-rich solution, with functionality that takes advantage of AI’s capabilities in Natural Language Processing, Machine Learning, and image processing. The list would have included speech recognition, but Einstein Voice – analogous to Siri or Alexa – is being retired.


Let’s take a look at some of the most powerful features.

Natural Language Processing Features

By using the platform’s NLP capabilities, businesses can craft interactions with their customers that occur in natural conversational ways, rather than the robotic responses one would expect from computer generated responses. Einstein Bots uses NLP algorithms to respond to customers and Einstein Reply Recommendations, which make real-time suggestions for the best way to respond to customer inquiries.

Lead & Opportunity Scoring

This tool assigns a score between 1 and 99 to each opportunity, reflecting the chances of success with that particular lead. This helps your sales teams focus on the best tasks by quickly being able to identify a likely win or escalate or pay more attention to those leads that are identified as being at risk of being lost. Users also get useful data on the aspects that contributed to each rating.

Image-based Features

Einstein Vision is a collection of powerful new APIs that gives developers the ability to quickly add picture recognition to CRMs and build AI-powered apps. This means companies can extend the functionality of the CRM by building deep learning models to analyze and classify photos in bulk. This might find applications in reading scanned documents to ensure regulatory compliance, or conformity to company requirements. 

Einstein for Service

Service Cloud Einstein on multiple devices

Source: Salesforce.com


The goal of a CRM is to improve the business’s relationship with its customers. With this mission in mind, the business’ front line workers are arguably the service staff. Einstein for Service comes with features – Einstein Bots, and Einstein Reply Recommendations – that are meant to support your customer service teams by reducing the amount of time it takes to respond to customer inquiries and ensuring that the quality of the responses is good. This enhances the entire customer experience while lowering support-related costs.

Einstein Bots

These are virtual assistants designed to assist businesses scale up their ability to efficiently and effectively respond to customer inquiries. They are able to recognize specific customer questions and respond appropriately by leveraging AI capabilities. The Bots respond to client queries with personalized responses based on CRM data. Using this capability shortens the time it takes to respond to customer questions, improves the customer experience, and lightens the load on your service and customer support personnel.

Einstein Reply Recommendations

In real-time, this feature employs NLP algorithms to recommend the best responses to customer inquiries. Businesses can improve the customer experience in general and reduce response times by providing quick and accurate responses, which is critical for keeping customers happy and engaged.

Einstein for Sales

Sales Cloud Einstein

Source: Salesforce.com


Einstein for Sales comes with a number of features designed specifically to assist sales teams in increasing productivity and closing more deals. Einstein Lead & Opportunity Scoring rates leads and opportunities using ML algorithms, and Einstein Account & Opportunity Insights provides useful information about specific account and opportunity trends and behaviors.

Einstein Lead & Opportunity Scoring

This is a machine learning-based feature that scores leads and opportunities based on their likelihood to convert. With this data available, sales teams can identify which opportunities to focus their efforts on, and thus work more efficiently. 

Einstein Account & Opportunity Insights

This tool provides insights into account and opportunity trends and behaviors, allowing sales teams to make more informed decisions and close more deals. Sales teams can use this data to identify new opportunities, improve their win rate, and boost overall productivity.

Einstein for Commerce

The platform also offers Einstein Recommendations and Einstein Search Dictionaries, features designed to assist commerce teams provide more personalized shopping experiences and increase sales.

Einstein Recommendations

This solution is an ML-based feature that uses algorithms to recommend products and services to customers based on their shopping behavior and preferences. This not only improves the shopping experience for customers, but it also helps commerce teams increase sales and boost revenue.

Einstein Search Dictionaries

Businesses can take advantage of this feature to automatically identify connections between search terms and prescribe which synonym list to attach them to. It can also analyze data across the Commerce Cloud platform to identify relationships between search terms. This functionality provides more accurate search results for customers, improving the overall shopping experience and making it easier for customers to find what they’re looking for. 

Einstein for Marketing

Marketing Cloud Einstein

Source: Salesforce.com


Marketing teams can also use a range of features for better customer engagement and more personalized experiences – Einstein Engagement Scoring, and Einstein Messaging Insights.

Einstein Engagement Scoring

This is another ML-based scoring tool that helps marketing teams to identify which campaigns most effectively create customer engagement. The doctor produced by Einstein engagement scoring then feeds future marketing drives in order to get better results. 

Einstein Messaging Insights

This functionality provides marketers with critical messaging statistics such as open and click-through rates, delivery times, and more. Marketers may use this data to improve their messaging strategy, increase customer engagement, and achieve improved outcomes.

Einstein for Analytics

Einstein Analytics Features

Source: Salesforce.com


Einstein Analytics enhances one of the most important features of CRMs: reporting. It gives marketers powerful reporting tools which feature capabilities for forecasting and tools for data visualization for a better understanding of customer behavior and preferences, and in turn, enhance targeting tactics.

Einstein Discovery

This is a feature that uses NLP algorithms to assist marketers in analyzing consumer behavior and preferences. This application can analyze massive amounts of consumer data, customer chats and interactions to reveal useful insights that marketing teams can use as inputs for their marketing strategies, finding new ways to improve customer engagement.

Salesforce Einstein AI Pricing

Costs vary depending on the features and capabilities required. Pricing starts at $25 per user per month, but the cost may rise based on the features and capabilities you require, as well as the size of your firm.

Salesforce Einstein AI Challenges

While Salesforce Einstein AI provides numerous significant benefits and tools, there are some issues that enterprises should be aware of when utilizing the platform. For example, properly integrating Einstein AI into your existing Salesforce infrastructure may need time and money. You may also need to invest in specialist training for your personnel in order for them to get the most out of the platform.

How to Prepare for Salesforce Einstein AI Integration

Using an implementation partner like OMI is a dependable way to ensure that your integration is flawless and that you receive the necessary support throughout the process. 


Your implementation partner will have the experience to help you properly and thoroughly assess your current Salesforce setup and determine which precise capabilities you require in preparation for the Salesforce Einstein AI integration.


They will also provide you with valuable insight and advice on the best implementation plan based on their experience. This will assist you in allocating appropriate resources, such as staff and funds, as well as in setting realistic objectives and timetables.


Salesforce Einstein AI is a cutting-edge Artificial Intelligence platform with a proven ability to transform the way businesses operate. It harnesses the power of AI in Natural Language Processing, Machine Learning, speech, and image recognition, to help businesses improve processes in different departments. NLP-based, ML-based, speech recognition-based, and image-based capabilities that serve many commercial areas such as service, sales, commerce, and marketing. When correctly implemented, it guarantees higher efficiency, a better client experience, and superior decision-making ability. With the right partner, the integration and implementation process is seamless. Salesforce Einstein AI is certainly a worthwhile investment for companies wanting to stay competitive.