Salesforce Einstein: Case Classification, Reports for Insights and Contacts, and Pardot Behavior Scoring (Generally Available)
Here’s how Einstein helps you work smarter.
Sync contacts and events. Share activities with colleagues who don’t use Einstein Activity Capture. Get a better understanding of activities with activity metrics and an improved Activities dashboard. Plus, do more with Einstein Email Insights and Recommended Connections.
You can now create reports and dashboards related to account and opportunity insights. Get a better understanding of your customers by, for example, running reports that show all insights for specific accounts or opportunities.
You can create reports and dashboards related to contact suggestions and opportunity contact role suggestions. For example, use reports to get a quick view of which suggestions Einstein added to Salesforce and for which accounts.
Now everyone can prioritize opportunities and close more deals. If you have at least one Sales Cloud Einstein license, we’ll turn on Einstein Opportunity Scoring for all Salesforce users at your company. Users who are assigned a Sales Cloud Einstein license see scores on all opportunities, while all other users see scores on a limited number of opportunities.
Opportunity scores are now in the opportunity Recently Viewed list view when it’s displayed as a table. So sales reps can work from a prioritized list of opportunities with fewer clicks.
Your prospects generate a lot of data, but it’s hard to know what to do with it. Einstein analyzes your Pardot prospects’ activities to aggregate and grade their engagement, so you can focus on the people who mean the most to your business. Place the Einstein Scoring component on your prospect records to see granular, meaningful insights.
Guessing what makes prospects engage with your campaigns isn’t effective. Campaign Insights uses artificial intelligence uncover similarities among prospects who engage with your campaigns. Use the Einstein Campaign Insights component to optimize your marketing assets and find new audiences.
Use Einstein Case Classification to recommend or populate picklist and checkbox field values for new cases based on past data. Display those recommendations to your agents in the Service Console.
The Model Management page provides metrics on the quality of your bot’s intent model and a detailed look at individual intents. Use the information to fine-tune intents and improve how well your bot understands your customers.
Review how a bot classifies what your customers type in chat and then approve, ignore, or reclassify each input to the proper intent. This feedback process helps your bot learn and become smarter over time.
Build your bot once, and deploy it to the LiveMessage SMS text messaging channel in addition to the Live Agent chat channel.
Are you confused when setting up your bot to work with LiveAgent? You’re not alone! We streamlined channel setup by moving it into the Bot Builder.
Do you plan to put your bot to work on both Live Agent and SMS Text Messaging channels? If so, check out the new context variables and system variable that let your bot gather customer information regardless of channel. No need for pre-chat form rule actions or custom code.
You can now filter by date and channel (chat, messaging) on the Performance Dashboard. And you have more ways to understand your bot’s performance: Top Last Dialogs, Escalation Success, Einstein Intent Usage, and Interactions.
To support natural-language processing, we’re introducing the term utterance and distinguishing it from customer input.
Einstein Data Insights extends your reports with AI to help you discover new and useful insights about your data.
Einstein Discovery can create stories from Einstein Analytics datasets with up to 20 million rows.
Export your story to R so your data scientists can analyze and customize the model in their own language. Export your story to Quip to share with business users on your team.
Map fields between a model and a Salesforce object, so you can get the recommendations and predictions you want without writing code.
Einstein Discovery users who have the Shield Platform encryption license can now opt-in to encrypt Einstein Discovery data.
Display the right recommendations, at the right moment, to the right people with Einstein Next Best Action. Integrate business rules, predictive models, and data—both inside and outside of Salesforce—to create unique strategies for all your use cases. Maybe you have offers, like discounts and upgrades, that are only relevant under specific conditions. Perhaps service agents have multiple ways to assist customers, and you want to guide the agent to the best action. Consider using Einstein Next Best Action.
Use Strategy Builder to create a stream of actions and offers that you can display on Lightning record pages and Community pages. Strategy Builder is a point-and-click automation tool for creating strategies for Einstein Next Best Action. With Strategy Builder, you can sort, filter, and prioritize your recommendations.
Predictors are field values that might influence your prediction. Are you overwhelmed by the number of predictors in your model scorecard? Unsure which ones to pay attention to? Now Einstein gives you an impact score for each predictor.
Predictions can take a little while to build. Now Einstein notifies you when your prediction is built, and if it runs into any problems. No need to keep checking the prediction status. You can go about your work, and you'll know when the prediction is ready.
When you build a prediction, you’ll notice that some pages in the setup flow have been reordered and consolidated. For example, you select an object and set up segmentation on the same page.