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Salesforce: Einstein Analytics

via LinkedIn Learning

Overview

Get started with Salesforce Einstein, a set of AI technologies that allow you to use algorithms to analyze data inside Salesforce.

Salesforce Einstein is a set of AI technologies that allow Salesforce users to use algorithms to analyze data inside Salesforce. Einstein can be used to automate reports, pinpoint workflow needs, and even analyze the effectiveness of teams. In this course, learn how to work with Einstein in Salesforce. Discover precisely what this powerful solution has to offer, so that you can determine if it meshes with your organization's needs. Discover how Einstein can help you work smarter in Sales Cloud, the Marketing Cloud, communities, and more.

Syllabus

Introduction
  • Welcome
  • What is Salesforce Einstein?
  • What you should know
1. What and Where Is Einstein?
  • How Einstein works
  • Requirements for AI success
  • Setting up Einstein
  • Einstein features
2. Einstein in Sales Cloud
  • Einstein Lead Scoring
  • Einstein Opportunity Insights
  • Einstein Account Insights
  • Einstein Activity Capture and Automated Contacts
3. Einstein in Marketing
  • Einstein recommendations in the Marketing Cloud
  • Social Insights
  • Einstein Segmentation and DMP
4. Einstein in Communities
  • Einstein recommendations in communities
  • Einstein Trending Posts
Conclusion
  • Next steps

Taught by

Christine Volden

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