Einstein Automated Contacts: Contact and Contact Role Suggestions, and
Smart Email Matching
We expanded the Sales Cloud Einstein product suite with Einstein
Automated Contacts. It’s the beginning of the end for data entry.
Make Data Entry a Breeze with Einstein Automated Contacts
Reps can spend less time on data entry and more time on sales. Einstein now uses email and event activity to suggest new record data that reps can add to Salesforce with just a couple of clicks. Suggested record data includes new contacts and opportunity contact roles. This change applies to Lightning Experience only.
See More Relevant Activities with Smart Email Matching (Beta)
When you use Einstein Automated Contacts, Smart Email Matching helps improve the relevancy of emails and events in the activity timeline of opportunity records. A more relevant activity timeline on opportunity records means better opportunity contact role suggestions. This change applies to Lightning Experience only.
Set Up Einstein Automated Contacts
Set up Einstein Automated Contacts so that reps can spend less time on data entry and more time on sales. This change applies to Lightning Experience only.