Assess Your Sales Cloud Einstein Readiness

Wondering whether you’re ready for Sales Cloud Einstein or whether it can help your users? Run the Sales Cloud Einstein Readiness Assessor, and we analyze your Salesforce implementation. Then, we send you a personalized report that tells you which Einstein features you’re ready to use now and which ones require extra steps. This feature is new in Lightning Experience.

User Permissions Needed
To run the Sales Cloud Einstein Readiness Assessor: Customize Application
  1. From Setup, enter Readiness Assessor in the Quick Find box, then select Readiness Assessor under Sales Cloud Einstein.
  2. Click Assess Your Sale Cloud Einstein Readiness.Einstein Readiness Check start
  3. Follow the instructions to let Salesforce access your data and determine your Sales Cloud Einstein readiness.
We email you a personalized Sales Cloud Einstein Readiness Report which is also available from the Files tab in Salesforce.