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Salesforce Einstein

Sales & CRM

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About Salesforce Einstein

AI capabilities built into the Salesforce CRM platform that deliver predictions, recommendations, and generative content (including conversational assistants) natively in Salesforce to help automate tasks and surface insights for sales, service, and marketing teams.

Key Features

  • Predictive analytics & scoring — surface likelihoods such as deal close probability and lead scoring.
  • Generative AI content — generate emails, replies, and CRM content within workflows (Einstein Copilot/Generative features).
  • Embedded conversational assistants & agents — configure AI assistants (Copilot/Agentforce) inside Salesforce apps.
  • CRM + Data Cloud integration — uses CRM and Data Cloud signals to contextualize AI outputs.

Use Cases & Best For

Enterprises using Salesforce CRM that want AI embedded directly in CRM workflows
Sales, service, and marketing teams seeking predictions, automated content, and conversational assistants tied to CRM data

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