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    Salesforce Einstein

    AI for smarter customer relationships, built into Salesforce.

    Tool Introduction

    Salesforce Einstein is an AI-powered layer built into the Salesforce Customer 360 platform. It helps businesses unlock insights, automate tasks, and personalize customer experiences directly within CRM workflows. Launched in 2016, Einstein makes advanced capabilities like predictive analytics, natural language processing, machine learning, and generative AI accessible to users without technical backgrounds. It supports smarter sales, marketing, service, and commerce operations across industries. With features like Einstein GPT and Einstein Copilot, it continues to evolve as a central part of Salesforce’s innovation strategy.

    Demo Available?

    To request a demo or explore trial options for Salesforce Einstein, contact your Salesforce sales account executive directly.

    Tool's Accuracy

    User feedback describes Salesforce Einstein’s predictive tools as reasonably accurate for CRM and sales data. Reported accuracy varies by data quality, customization level, and industry context.

    Aggregate Rating

    4.2/5 stars (estimated from informal sources and limited reviews).

    Detailed Overview

    Salesforce Einstein enhances CRM workflows with native AI to automate processes and deliver predictive insights.

    What Salesforce Einstein Does

    Salesforce Einstein automates CRM tasks using embedded AI technologies. It scores leads and opportunities using machine learning. It captures data from emails or calendars automatically. Users receive personalized product or content recommendations based on behavior. Generative AI creates emails, proposals, and responses through Einstein GPT. Conversational AI from Einstein Copilot automates workflows and summarizes data. The tool also classifies support cases, optimizes marketing timing, forecasts trends with machine learning models, and enables no-code custom model building.

    Who Salesforce Einstein is for

    Salesforce Einstein supports a wide range of users working within the Salesforce ecosystem. Sales reps prioritize leads efficiently. Marketers deliver targeted campaigns. Service agents resolve cases faster with automation tools. Business analysts uncover insights using predictive models. Developers build custom apps powered by AI APIs. Leaders use its forecasts to guide decisions across industries like technology, finance, retail, healthcare, manufacturing, education, media, nonprofits—and more.

    Top Differentiators

    • Native Integration: Built directly into Salesforce for seamless access to CRM workflows.
    • Automated Machine Learning: Model creation requires no coding or data science expertise.
    • Customization Options: Tools like Prediction Builder allow tailored models; Copilot Studio builds assistants.
    • Generative AI Inside CRM: Combines proprietary data with large language models for content generation.
    • Enterprise Security: Operates within Salesforce’s trusted infrastructure with compliance controls.
    • Frequent Updates: Monthly feature releases reflect ongoing investment in new capabilities.
    Introductory Video
    Founding Year

    2016

    Target Industry

    B2B, B2C, SMB, Enterprise, Technology, Financial Services, Retail and E-commerce, Healthcare and Life Sciences, Manufacturing, Communications and Media, Education, Nonprofit organizations

    Available Integrations
    • Salesforce AppExchange: Hosts over 9,000 apps that integrate with Einstein for enhanced functionality across the Salesforce ecosystem.
    • Sales Cloud: Uses Einstein Activity Capture to sync emails and calendar events from Outlook and Google Workspace.
    • Service Cloud: Leverages Einstein for case classification, next best action suggestions, and chatbot support.
    • Marketing Cloud: Enables AI-driven segmentation, content personalization, and campaign optimization through Einstein.
    • Commerce Cloud: Integrates Einstein to support automation and predictive analytics in commerce workflows.
    • Salesforce Data Cloud: Feeds unified customer data into Einstein for better prediction accuracy.
    • Slack: Displays insights and recommendations from Einstein directly in Slack channels to improve collaboration.
    • Heroku Connect: Links Heroku Postgres databases with Salesforce so external app data can be used by Einstein.
    • MuleSoft Composer: Allows low-code integration of third-party systems like SAP, Oracle, and Workday with Einstein AI features.
    • NICE CXone: Supports contact center insights through configured integration with Salesforce Einstein.

    Salesforce Einstein is available as an add-on to a required Salesforce CRM license. Base Salesforce editions include:

    • Professional Edition: $80 per user/month
    • Enterprise Edition: $165 per user/month
    • Unlimited Edition: $330 per user/month
    • Performance Edition: $500 per user/month

    Einstein sales add-ons:

    • Sales Cloud Einstein: $50 per user/month
    • Einstein Conversation Insights: $50 per user/month
    • Einstein Relationship Insights (Starter): $50 per user/month
    • Einstein Relationship Insights (Growth): $150 per user/month
    • Agentforce for Sales: $125 per user/month
    • Revenue Intelligence: $220 per user/month

    Service-focused AI add-ons:

    • Service Intelligence: $220 per user/month
    • Agentforce for Service: $125 per user/month
    • Customer Lifecycle Analytics: $165 per user/month

    Marketing AI pricing:

    • Einstein Engagement: $1,250 per month organization-wide
    • B2B Marketing Analytics Plus: $3,000 per month

    Industry-specific options:

    • Agentforce Industry: $150 per user/month
    • Industry Intelligence: $220–$250 per user/month
    • Industry CRM Analytics: $165 per user/month

    API usage limits include 1,000 free predictions monthly. Additional actions start at $0.10 each or require flex credits ($500 for 100,000 credits). Marketing requests cost $2 for every 1,000.


    Pricing last verified: 09/14/2025
    Official Source: https://www.salesforce.com/eu/artificial-intelligence/
    Disclaimer: Pricing is subject to change. Please confirm current pricing on the vendor site.
    Features & Specs
    • Predictive Analytics: Scores leads and opportunities; predicts churn risk; suggests next best actions.
    • Generative AI (Einstein GPT): Produces email drafts, chat replies, proposals using hybrid language models.
    • Conversational AI (Einstein Copilot): Automates tasks and answers user queries via assistant interface.
    • Automated Data Capture: Pulls info from emails or events into records without manual input.
    • Personalized Recommendations: Delivers tailored product or action suggestions in real time.
    • Customer Service Automation: Uses bots for chat support; classifies cases; recommends replies or articles.
    • Business Intelligence (Einstein Discovery): Visualizes trends; performs forecasting using machine learning.
    • Custom Model Building: No-code tools let users create predictions; Vision/Language APIs analyze text/images.
    • Developer Tools: Offers code generation help inside development environments on the platform.
    • Integration & Extensibility: Public APIs/SDKs connect AI features to other apps or systems easily.
    • Supported Formats: Works with structured/unstructured data including images through connectors.
    • Performance Optimization: Designed for real-time insights across supported Salesforce clouds.
    Security & Compliance

    Salesforce Einstein runs within Salesforce’s enterprise-grade security framework. Data is encrypted in transit with TLS and at rest using AES-256 standards. SSO is supported via SAML, OAuth, and OpenID Connect protocols; SCIM is available for provisioning. Role-based access control lets organizations manage permissions precisely. Customer data used in model training stays within the customer's instance unless explicitly shared. Certifications include SOC 2, ISO 27001/27018, PCI DSS, and HIPAA (where applicable). Data retention policies are configurable to meet compliance needs such as GDPR or CCPA requirements.

    Industry Use-Cases

    Technology Industry

    Salesforce Einstein helps sales teams prioritize leads by scoring them based on historical data, improving conversions. Support teams use Einstein Bots and Article Recommendations to handle inquiries faster and lower costs.

    Retail and E-commerce

    Einstein Product Recommendations tailor suggestions using purchase history and behavior, boosting engagement. Send Time Optimization improves email timing, increasing open rates and campaign performance.

    Financial Services

    Einstein Prediction Builder identifies clients at risk of churn by analyzing interaction data, enabling proactive outreach. Case Classification speeds up compliance workflows by auto-routing sensitive cases.

    Healthcare and Life Sciences

    Einstein Bots streamline appointment scheduling through chat, easing admin workloads. Einstein Discovery predicts no-shows using patient data, supporting better outreach and attendance.

    Manufacturing

    Einstein Discovery forecasts equipment failures from IoT data, guiding preventive actions. Sales teams use Einstein Forecasting to anticipate demand changes for better planning.

    Tool's Alternatives

    HubSpot Sales Hub
    Offers predictive lead scoring, email automation, and AI-generated content. Easier to use but less customizable than Salesforce Einstein. Focuses on inbound marketing across teams.

    Microsoft Dynamics 365
    Includes Copilot AI for advanced analytics and sales insights. Strong Microsoft integration helps deliver AI features in tools like Outlook and Teams.

    Zoho CRM
    Uses Zia AI for sales predictions and automation. Offers broad business app coverage but has simpler language processing than Salesforce Einstein.

    Oliv.ai
    Built as an AI-native CRM with autonomous agents for forecasting and conversation intelligence. Quick to deploy but less customizable than established platforms.

    Pipedrive
    Provides visual pipeline tools with basic AI-driven

    Frequently Asked Questions

    What is Salesforce Einstein used for in CRM workflows?
    Salesforce Einstein automates tasks, scores leads, recommends content, forecasts trends, and generates communications directly inside Salesforce CRM.

    Which Salesforce editions support Einstein add-ons?
    Einstein requires a Salesforce CRM license. Supported editions include Professional ($80), Enterprise ($165), Unlimited ($330), and Performance ($500) per user per month.

    How much does Sales Cloud Einstein cost?
    Sales Cloud Einstein is priced at $50 per user per month as an add-on to a compatible Salesforce edition.

    What does Einstein GPT do inside Salesforce?
    Einstein GPT uses generative AI to draft emails, chat replies, and proposals using proprietary data and large language models.

    Can I build custom AI models without coding?
    Yes. Users can create predictions with no-code tools like Prediction Builder or use Vision/Language APIs for text and image analysis.

    Is customer data used in model training secure?
    Customer data stays within the customer’s instance unless shared explicitly. Data is encrypted in transit with TLS and at rest using AES-256.

    Does Einstein integrate with third-party platforms?
    Yes. MuleSoft Composer connects systems like SAP and Oracle. Heroku Connect links app databases. NICE CXone supports contact center insights.

    How does Einstein improve service operations?
    Einstein classifies cases, recommends replies or articles, uses bots for chat support, and predicts outcomes using machine learning models.

    Are API usage limits included in pricing?
    Yes. The platform includes 1,000 free predictions monthly; extra actions cost $0.10 each or require flex credits starting at $500 for 100,000 credits.

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