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AI-Powered CRM Solutions Guide | PDF | Sales | Cloud Computing
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AI-Powered CRM Solutions Guide

This document provides information on new Einstein features being released for Salesforce Sales and Service clouds. Key features include Einstein GPT for generating personalized emails and service replies, a Buyer Assistant to replace web forms with conversations, and insights for pipeline management, lead scoring, opportunity scoring, and analyzing sales calls. Most features require no data, while models for insights need varying levels of local data ranging from 1000 leads to 200 won/lost opportunities over 2 years.
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
632 views18 pages

AI-Powered CRM Solutions Guide

This document provides information on new Einstein features being released for Salesforce Sales and Service clouds. Key features include Einstein GPT for generating personalized emails and service replies, a Buyer Assistant to replace web forms with conversations, and insights for pipeline management, lead scoring, opportunity scoring, and analyzing sales calls. Most features require no data, while models for insights need varying levels of local data ranging from 1000 leads to 200 won/lost opportunities over 2 years.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Salesforce Einstein

Pricing & Readiness Guide

Slack GPT
Slack GPT

Sales GPT

@Einstein create ____xx____

Service GPT

215B+
predictions

per day

Unlock Efficiency Discover the power of the #1 AI for CRM with


Einstein. Built into the Salesforce Platform,
and Personalized Einstein uses powerful machine learning and large
language models to personalize customer
Experiences
 interactions and make employees more
productive. With Einstein powering the Customer
with AI 360, teams can accelerate time to value, predict
outcomes, and automatically generate content
within the flow of work. Einstein is for everyone,
empowering business users, Salesforce Admins
and Developers to embed AI into every
experience with low code.
New Einstein Features in This Release

Sales Service
New Einstein GPT for Sales (Sales Emails):
New Einstein GPT for Service (Service Replies and Work
Boost seller productivity by auto-generating Summaries):

personalized emails to help prospect, follow-up on Maximize service team efficiency and improve
meetings, send proposals and more.

customer experiences by auto-generating personalize


replies and summarizing customer interactions, using
New Buyer Assistant:
your trusted data.
Replace static web-to-lead forms with real-time
conversations so your reps can focus on qualified leads.
Einstein for Sales

Sell faster - magnify every seller s ’ Generate emails , prioritize leads

,
& opportunities most likely to convert

,
,
,
impact with trusted ,b -
uilt in AI . uncover pipeline trends

and more with E


predict sales forecasts

instein for Sales .

automate data capture

Feature Why is it so Great? What do I need?

Einstein GPT for Sales 
 Boost sales team productivity by automating time N o data re q uirements - Sales C loud UE .

Sales Emails consuming tasks like writing emails.

Buyer Assistant Replace web-to-lead forms with real-time N o data re q uirements - Sales C loud UE
conversations. or Sales E
ngagement.

Einstein Deal Insights for Determine which opportunities with a close data E instein will attempt to build a global model until enough

set to the current month are unlikely to close in data is available for a local model. F or a local model : ≥1,000
Pipeline Inspection
the month. lead records created and ≥120 of those converted in th e

last 6 months

Einstein Lead Scoring Prioritize the leads most likely to convert E instein will attempt to build a global model until enough

data is available for a local model. F or a local model : ≥1,000


lead records created and ≥120 of those converted in th e

last 6 months

Einstein Opportunity Prioritize the opportunities most likely to convert E instein will attempt to build a global model until enough

Scoring
data is available for a local model. F or a local model : ≥ 200
closed won and ≥ 200 closed lost opportunities in the last 2
years , each with a lifespan of at least 2 days

Einstein Conversation Insights Gain actionable insights from your sales calls C all or video recordings from L ightning Dialer Service , Cloud

with conversational intelligence V oice ,Zoom and other supported CT I audio and video partners.

Einstein Relationship Insights Speed prospecting with AI that researches for you. N o data re q uirements.

Einstein Next Best Action Deliver optimal recommendations at the point of N o data re q uirements. U ser speci fi c req uirements like

ma ximum impact browser and device apply

Einstein Activity Capture Automatically capture data & add to your C M


R ≥ 30 accounts , contacts , or leads ; q
re uires Gmail ,M icrosoft

365, Ex change 2013 or 2016

Automatically add ne w
 ≥ 30 business accounts. If you use Person Accounts , >= 50


Einstein Automated Contacts

contacts & events to your C M


R
percent of accounts must be business accounts

C ollaborative F orecasting enabled ; use a standard fiscal year ;


Einstein F orecasting Easily predict sales forecasts insid e
 measure forecasts by opportunity revenue ; forecast hierarchy must

of Salesforce
include at least one forecasting enabled user who reports to a

forecast manager ; opportunities must be in Salesforce ≥ 24 months ;

Einstein Email Insights Prioritize your inbo x wit h
 E instein Activity Capture enabled

actionable intelligence

Einstein Recommended
Get insights about your team s network to se’ e
≥2 users to be connected to Einstein Activity C aptur e

Connections
who knows your customers and can help out on a deal and Inbo x (5 preferred )

r
 E C
M
Get insight into the activities you ente
instein Activity apture enabled
Einstein Activity etrics
manually and automatically from E instei n

Activity Capture

Sales Analytics Get insights into the most common sales KPIs N o data re q uirements. U ser speci fi c req uirements

like browser and device apply


Einstein for Sales

Add-On

Add-On

Essentials

Add-On
Add-On
Add-On
Add-On
Add-On

Professional
Enterprise
Unlimited
Sales Sales Cloud Einstein GPT
Einstein
Revenue
Feature Edition: $25 PUPM Edition: $75 PUPM Edition: $150 Edition: $300 Engagement
Conversation Enablement
Einstein
PUPM Einstein
for Sales
Insights
Intelligence
$100PUPM
relantionship
PUPM $50 PUPM*
$50 PUPM* ($0 SKU - 1 per org $200 PUPM
Included in UE per year)

$50 PUPM*

Included in UE
insights

Available with UE Basic - included in UE

* Starter - $50 PUPM

Limited number of Growth - $150 PUPM

Einstein GPT for Sales 
 credits included.


Additional Credits

Sales Emails (included in UE)


purchased in 100

credit bundles, based

on business need.

Buyer Assistant

Einstein Deal Insights


for Pipeline Inspection

Einstein Lead Scoring

Einstein Opportunity
Scoring

Einstein Conversation
Insights

Einstein Relationship
Insights Basic

Einstein Next Best Action 5K Requests 5K Requests 5K Requests 5K Requests

POPM POPM POPM POPM

Einstein Activity Capture Up to 100 Up to 100 Up to 100

users users users

Einstein Automated
Contacts

Einstein Forecasting

Einstein Email Insights

≥ ≥ ≥
Einstein Activity Metrics
one paid EAC one paid EAC one paid EAC

user in the or g user in the or g user in the or g

Sales Analytics

* I y
nitiall , only customers w v
ho ha e purchased Unlimited Edition, which includes the Einstein SKU, w g
ill be eli ible to use Einstein G T-
P po wered capabilities.
Einstein for Service

Turn your customer Scale support with custom chatbots, automatically predict case fields and
service organization route cases, receive intelligent conversation suggestions and in-context
into a growth engine. recommendations, and more with Einstein for Service.

Feature Why is it so Great? What do I need?

Einstein GPT for Service: 
 Boost service team productivity by automating time Service Cloud Unlimited Edition

Service Replies
 consuming tasks like writing personalized replies to Service Cloud Einstein Unlimited Edition
Work Summaries customer inquiries and summarizing interactions.

Einstein Bots Automate common questions and business processes Chat or Messaging channels, minimum of 20
to solve customer requests faster examples for most languages

Einstein Next Best Action Deliver optimal recommendations at the point of No data requirements. User specific requirements like
maximum impact browser and device apply

Make sure that your dataset has the minimum records to build a
Eliminate the guesswork with AI-powered successful recommendation.

Einstein Recommendation Recipient Records need a minimum of 100 records,


recommendations for everyone
Builder Recommended Item Records need a minimum of 10 records, and
Positive Interaction Examples need a minimum of 400 records

Einstein Case Classification Decrease time spent on manual data entry for incoming ≥400 closed cases in the last 6 months with description and
cases and improve case field accuracy and completion subject fields populated

Einstein Case Routing Automate case triage and solve customer requests faster ≥400 closed cases in the last 6 months with routing fields populated

Einstein Case Wrap-Up Decrease time spent selecting field values needed to Chat, ≥400 closed cases in the last 6 months with subject and
close a case with chat conversations and improved description populated and use of Lightning Console
field accuracy

Einstein Article Surface the best articles in real time to solve any ≥3 Knowledge articles in English and use of Lightning Console.

Recommendations customer's question For org specific model training: 500 article attaches

Einstein Reply Eliminate time spent typing responses to the Chat or Messaging channels, ≥1,000 chat transcripts and use of
Recommendations most common customer questions Lightning Console

Service Analytics Get insights into contact center operations, No data requirements. User specific requirements like browser
understand customers, and deliver enhanced and device apply
customer experiences
Einstein for Service

Add-On
Add-On
Add-On
Add-On

Essentials
Professional
Enterprise
Unlimited
Sales Cloud EE, Service Cloud Einstein GPT Einstein Next Best Einstein Bot
Feature Edition: $25 PUPM Edition: $75 PUPM Edition: $150 PUPM Edition: $300 PUPM Sales Cloud UE
Einstein
for service
Action Additional Conversations

$150, $300 PUPM* $50 PUPM*, available with $0 SKU*, 1 per org per Requests
100 conversations for $50
EE & UE year, with Service Cloud $50 POPM*, available with PE, per month
UE and Service Cloud EE & UE
* Einstein UE

Einstein GPT for Service: 
 Limited number of

Service Replies

credits included.


Additional Credits

Work Summaries
purchased in 100 credit

bundles, based on

business need.

Service Cloud EE Service Cloud UE licenses

Einstein Bots licenses DO NOT

come with Einstein


come 25 Einstein Bot

conversations pupm.


Customers with Sales

Cloud EE/UE licenses

Bot conversations.

 who also purchase the


Customers who also

purchase the Digital Digital Engagement


Customers must Engagement Add-On are
Add-On SKU are
entitled to 25 Einstein
purchase the Digital
Bot conversations pupm.

 entitled to 25 Einstein
Engagement Add-On
Bot conversations
SKU for 25 Einstein Ex: Total = 50 Einstein
pupm.


Bot conversations Bot conversations pupm

(25 convos w/ DE AND


pupm


25 convos w/ Service
(Digital Engagement
Cloud UE licenses)



Digital Engagement Add-On SKU: $75

Add-On SKU
(Digital Engagement PUPM)
Add-On SKU: $75 PUPM)

($75 PUPM)

Einstein Next Best Action 5K requests

POPM
5K requests

POPM
5K requests

POPM
5K requests

POPM
Unlimited

requests PUPM
10K requests

POPM

Einstein Recommendation
Builder
$50 per user/month for
$50 per user/month for
unlimited access for
unlimited access for
agent users
agent users

Einstein Case
Classification Single data segment Single data segment 5 data segments.

Access to Einstein Case

Classification in Flow.

Einstein Case Routing 2K case routing

predictions PUPM

Einstein Case Wrap-Up Single data segment Single data segment

Up to five data segments

Einstein Article
Recommendations Unlimited for agent user

Einstein Article

Recommendations in Flow
s
 Unlimited for agent user

Einstein Article

Recommendations in Flow
s


Einstein Reply
Recommendations
$50 per user/month for

unlimited access for

agent users

Service Analytics
$50 per user/month for

20 + pre-built dashboards

*I y
nitiall , only customers who have purchased Unlimited Edition, which includes the Einstein SKU, will be eligible to use Einstein GPT-powered capabilities.
Einstein for Marketing
Tools to make every customer Understand customers better with predictive insights, personalized

journey and interaction effective. messages & content, suggestions on when & how to engage with

customers, and more with Einstein for Marketing.

Feature Why is it so Great? What do I need?

Einstein Overview See an aggregated view of all activated Einstein for Any Einstein for Marketing feature

Marketing features' respective performance metrics

Score every customer’s likelihood to engage with your Web conversion predictions require use of the collect tag.
Einstein Engagement Scoring
emails, push notifications, or convert on the web Other technical restrictions may apply

Einstein Engagement Prevent unsubscribes by knowing exactly how Included with Einstein Engagement Scoring

many emails to send to customers


Frequency

Easily monitor journey and batch email performance Please refer to product documentation for this requirement
Einstein Messaging Insights
and optimize areas that may be under performing

Einstein Copy Insights Identify the language that drives subject line engagement Please refer to product documentation for this requirement

Send customers on the right journey path in Journey Included with Einstein Engagement Scoring, must have

Einstein Splits Builder based on their Einstein Engagement Score


Journey Builder

or persona

Keep every subscriber engaged by sending emails and Please refer to product documentation for this requirement
Einstein Send-Time Optimization
push notifications at the optimal time of engagement

Automated, intelligent, and real-time message Image based content for ECS to select from. Please refer to
Einstein Content Selection
personalization at scale product documentation for further information

Automatically & accurately tag thousands of images Please refer to product documentation for this requirement
Einstein Content Tagging
within a content library

Encouraged to have 25k+ monthly website visitors, 1,000+


Einstein Recommendations Deliver the next best product, content, or offer
products in catalog or 100+ pieces of content

Complete the picture of total marketing performance Please refer to product documentation for this requirement
Einstein Marketing Insights
management by making your most crucial insights rise
(Datorama)
to the top

Account Know how interested a prospect is from their buying ≥ 6 months of prospect engagement data and ≥ 20 prospects
Engagement Einstein Behavior Scoring
signals and engagement patterns linked to opportunities

Account Maximize campaign effectiveness in real time Connected Campaigns enabled with ≥ 50 campaigns connected
Engagement Einstein Campaign Insights

Account Prevent unsubscribes by knowing exactly how many Account Engagement Advanced or Premium Editions
Engagement Einstein Engagement Frequency
emails to send to customers

Account Keep every prospect engaged by sending emails at the Account Engagement Advanced or Premium Editions
Engagement Einstein Send Time Optimization
optimal time of engagement

ata cloud
D
Lookalikes
Find lookalike audiences (segments ) automatically to

expand the reach and impact of your most successful


Data Cloud for Marketing

marketing campaigns and journeys.


Einstein for Marketing

Social Media Marketing Editions Salesforce DMP


Intelligence
Account
data

Pro
Corporate
Enterprise
Basic
Pro
Corporate
Enterprise
All Editions Engagement
Cloud

Basic
Professional
Multichannel
Feature Advanced (Add-on:
All Editions

Edition: Edition:
Edition: Request Edition: $1,000 Edition: $4,000 Edition: $12,000 $40,000 POPM
$4000/month,
Edition: $18,000 Edition: $36,000 POPM
Audiences

POPM POPM POPM POPM


$1,250 POPM $3,750 POPM Quote available with PE, EE, Edition: Request Quote
& UE)

Einstein Overview

Einstein Engagement $15K ($1250/


month, Price per
contact increase

Scoring of $0.05)

Einstein Engagement
$15K ($1250/
month, Price per
contact increase
Frequency of $0.05)

Einstein Messaging Insights

Einstein Copy Insights


$15K ($1250/
Einstein Splits month, Price per
contact increase
of $0.05)

Einstein Send-Time $0 add-on for

Optimization
Journey Builder

Einstein Content Selection

Einstein Content Tagging

Einstein Recommendations Email


recommendations
Yes, Email and Web
recommendations
Yes, Email and Web
recommendations
only

Einstein Social Insights

$15K ($1250/ $15K ($1250/ $15K ($1250/ $15K ($1250/

Einstein Vision for Social Studio


month) for 3 million month) for 3 million month) for 3 million month) for 3 million
image classifications image classifications image classifications image classifications
(additional images (additional images (additional images (additional images
are $5 per 1K) are $5 per 1K) are $5 per 1K) are $5 per 1K)

$ Add-on. 20% $ Add-on. 20%


Einstein Segmentation (DMP) of data collection of data collection
events events

$ Add-on. 20% $ Add-on. 20% $ Add-on. 20%


Einstein Journey Insights (DMP) of data collection of data collection of data collection
events events events

Einstien Lookalikes (DMP)

Einstein CDIM (DMP)

Einstein Marketing Insights


(Datorama)

Einstein Behavior Scoring

Einstein Campaign Insights

Einstein Engagement
Frequency

Einstein Send Time


Optimization

Lookalikes (Data Cloud)

Learn how to decrease customer acquisition


costs by 27% with Einstein for Marketing**

Get the report

**Source: 2022 Salesforce Success Metrics Global Highlights. A 2022 study based on 3,706 customer interviews in the US, Canada, UK, Germany, France, Australia, India, Singapore, Japan, and Brazil.
Einstein for Marketing

Feature Why is it so Great? What do I need? What d OES IT COST?

ust have ≥90 days of web conversion and email K ($1,250/mo.) Add-on to Pro Edition

Einstein Engagement Score every customer’s likelihood to engage with your M $15

Scoring emails, push notifications, or convert on the web conversion data (before scores will be calculated), Included with Enterprise and Corporate
and collect tracking must use email address Editions

Einstein Engagement Know exactly how many emails to send to Included as part of Einstein Included as part of Einstein
Frequency customers in order to prevent unsubscribes Engagement Scoring Engagement Scoring

Send customers on the right journey path in Included as part of Einstein Included as part of Einstein
Einstein Splits Journey Builder based on their Einstein Engagement Scoring; must also have Engagement Scoring; must also have
Engagement Score or persona Journey Builder to use Journey Builder to use

Einstein Send-Time Send emails at the optimal time of engagement to Included in Pro Editions with Journey Builder

keep every subscriber engaged Included with Corporate and Enterprise Editions
Optimization
se image recognition to automatically and accurately
Einstein Content Tagging
U
Included with Pro. Corporate, and
tag thousands of images within a content library
Enterprise Editions

Einstein Deliver the next best product, content, or offer Encouraged to have 25k+ monthly website $1250/ mo. Add-on to Pro Editions (email recommendations)


Recommendations visitors, 1,000+ products in catalog or 100+ $3750/ mo. Add-on to Corporate Editions (email & web
recommendations)

pieces of content Included in Enterprise Editions (email & web recommendations)

ain deeper insight into your No minimum requirement Included with Marketing Cloud
Einstein Social Insights
G

customers by analyzing social Social Studio


conversations

Einstein Vision for iscover rich insights from your customers' $15 K ($1,250/mo.) Add-on to any
D
No minimum requirement
images on the social web Social Studio Edition

Social Studio Additional classifications ($5 per 1K)

Einstein Segmentation DM P infrastructure successfully deployed to capture dd-on to Professional Edition for
Understand your entire customer base A

(DMP) across clusters of personas and devices


user data. ≥1M devices captured by Salesforce DMP Audience Studio

pixel infrastructure ≥ one approved 3p data Included with DMP Multichannel
Audiences
provider is enabled

ncover the optimal sequence of events No minimum requirement Included with DMP Multichannel
Einstein Journey Insights
U

to optimize every journey Audiences

(DMP)
Included with Marketer/Publisher
Einstien Lookalikes (DMP) Expand an audience by finding other users in the DMP
Basic, Professional, and
universe who are similar to your best users
Multichannel Audiences

Einstein CDIM (DMP) Expand an audience by including devices probabilistically $ Add-on in Marketer/Publisher Basic

associated with those from the original segment Included in Marketer/Publisher Professional
and Multichannel Audiences

Einstein Marketing Insights Complete the picture of total marketing


(Datorama) performance management by making your most Included with Datorama
crucial insights rise to the top
Einstein for Commerce

Grow your business faster with Einstein AI for Commerce.


Anticipate shopper search intent while you deliver spot-on recommendations, tailored product sorting,
meaningful search experiences, and more with Einstein for Commerce.

Feature Why is it so Great? What do I need? What do I need?

Einstein Search Drive conversion by quickly and easily All Salesfore languages Active product catalog and order
Recommendations guiding buyers to the most relevant feed of any size and activity
search terms and products tracking enabled

Drive conversion by quickly and All Salesfore languages Active product catalog and activity
Einstein Search Suggestions easily guiding buyers to the tracking enabled
most relevant search terms.

Einstein Commerce Insights Transform customer data into not apllicable Active product catalog and order feed
actionable merchandising insights of any size and activity tracking
enabled

Einstein Predictive Sort Use customer data to deliver more not apllicable Active product catalog and order feed of
tailored product sorts any size and activity tracking enabled

Einstein Complete The Set Automatically uplevel product not apllicable Active product catalog and order
recommendations and empower feed of any size and activity
merchandisers with curated looks and tracking enabled
sets of complementary products in
minutes, not months

Einstein Search Drive conversion with better search All Salesfore languages Active product catalog and order
Dictionaries experiences for shoppers feed of any size and activity
tracking enabled

Einstein Profile Data Add flexibility for customers to All Salesfore languages Set up Einstein APIs access and
Connector bring their own shopper attribute API calls to upload shopper
data to Einstein through APIs to profile data
boost personalized
recommendations results

AI-powered search uses natural


Semantic Search language processing to interpret
All Salesfore languages Active product catalog and
activity tracking enabled
queries and return relevant results
that account for synonyms,
alternative spellings, abbreviations,
typos, and more.

Einstein C reate consistent and personalized not apllicable Active product catalog and order feed
Recommendations API experiences across ecommerce of any size and activity tracking (API)
sites, mobile, and clienteling apps enabled. Set up Einstein APIs access.

Personalize shopper experiences not apllicable Active product catalog and order
Einstein Product with one-to-one product feed of any size and activity
Recommendations recommendations tracking enabled
Einstein for Commerce

B2b Commerce
B2b Commerce
B2b Commerce
B2b2C Commerce
D2C Commerce
B2b2C Commerce

Starter
Growth
Plus
Starter Growth plus Enterprise
Starter Developer

Feature Edition Edition


Edition: Price based on Edition: Price based on Edition: Price based on
gross merchandise value gross merchandise value gross merchandise value

Einstein Search
Recommendations

Einstein Search
244 Release 244 Release 244 Release
Suggestions

Einstein Predictive Sort

Einstein Commerce
Insights

Einstein Predictive Sort

Einstein Complete
The Set

Einstein Search Dictionaries

Einstein Profile Data


Connector

Semantic Search

Einstein Recommendations
API

Einstein Product
Recommendations

Learn how to increase online


revenue by 30% with Einstein
for Commerce**

Get the report

**Source: 2022 Salesforce Success Metrics Global Highlights. A 2022 study based on 3,706 customer interviews in the US, Canada, UK, Germany, France, Australia, India, Singapore, Japan, and Brazil.
CRM Analytics
Analytics

Make the right decision every time using analytics


that go beyond business intelligence software.
Spot opportunities, predictive outcomes, custom recommendations,
and more with CRM Analytics.

Feature Why is it so Great? What do I need?

Analytics Studio Build AI-powered apps from scratch, or with Any data for custom dashboards, while data from related
pre-built templates Salesforce objects for pre-built templated apps.

Sales and Service Analytics Analytics applications for sales & service with Sales Cloud and Service Cloud Data. Talk to a representative for
pre-built KPIs a more granular view

Einstein Discovery Create and deploy custom machine learning predictions ≥ 500 rows of data for prescriptive and ≥ 400 rows of data for
using Salesforce and non-Salesforce data with descriptive per dataset from any source
explanations of business outcomes, recommendations
on how to improve, and transparent model metrics

Text Clustering Make the most of your unstructured text 



data by leveraging ML to extract key words 

from large text fields. Input these key words into
predictive ML models

Live Prediction with Predictions in Salesforce powered 



Snowflake directly by Snowflake datasets

Model Inspector Discover more about a model than just its


predcitions

Model Queuing Easily create multiple models at a time


without having to deal with concurrency
errors

Einstein Prediction Builder With automated machine learning (feature selection, Data is located on one object in Salesforce. For binary predictions:
model management, model metrics), create and ≥ 400 example records with ≥ 100 yes examples & ≥ 100 no
deploy custom predictions on any Salesforce object — examples. For numeric predictions: ≥ 400 example records
standard or custom — using clicks, not code

Data Platform Get data management tools that prep, connect, and Data Sources (ex. CSVs, Salesforce Data, Third Party Data)
sync data from anywhere

Einstein Discovery for Reports Analyze your report data and summarize key Lightning Report with >= 500 rows of data
takeaways, comparisons, and trends with insightful
charts and metrics
CRM Analytics
Analytics

Add-on:
Add-On:
Add-On:

Einstein CRM Analytics CRM Analytics Crm Analytics Crm Analytics


Salesforce Salesforce
Predictions
Growth
Plus
for Industries
for Experience Cloud
Enterprise
Unlimited

$75 PUPM, available Edition: $125 PUPM Edition: $150 PUPM $150 PUPM, available $150 PUPM, available with
Edition: $150 PUPM Edition: $300 PUPM

with EE & UE with EE & UE EE & UE

Analytics Studio

Dashboard Designer

Insights Explorer

Fast-Start Analytics Templates

Unlimited Analytics Apps and Dashboards

Embedded Insights in Apps and Workflows

Conversational Queries

Action Framework

Collaboration, Alerts, Notifications

Mobile Ready — iOS, Android

Einstein Discovery Templates

Out-of-the-Box Templates & KPIs for Industries*

Out-of-the-Box Templates & KPIs for Communities* Read-only access

Direct data
Add-on:
Add-On:
Add-On:

Einstein CRM Analytics CRM Analytics Crm Analytics Crm Analytics


Salesforce Salesforce

Predictions
Growth
Plus
for Industries
for Experience Cloud
Enterprise
Unlimited

$75 PUPM, available Edition: $125 PUPM Edition: $150 PUPM $150 PUPM, available $150 PUPM, available with
Edition: $150 PUPM Edition: $300 PUPM

with EE & UE with EE & UE EE & UE

Read-only access
Sales and Service Analytics

Read-only access
Einstein Discovery

Automated Data Discovery

Narrative Stories and Explanations

E mbed Real-Time Scoring in Apps & Workflow

One-Click Model Deployment

E xport Model in R Code

Model Feedback Loop

r c
P edi tion Monito in r g

r
P ote ted c Fields for Bias Protection

Ein teins Discovery for Reports

Bring Your Own Model

s
Ein tein P edi tion r c Service

Ein teins Discovery in Salesforce Flows

M uliclass Classification

Text Clustering

Live Prediction with Snowflake

Model Inspector

Model Queuing

Live Prediction with BigQuery

Einstein Prediction Builder Read-only access 1 free prediction 1 free prediction

Create Predictions on Salesforce Objects 1 free prediction 1 free prediction

Automated Model Retraining 1 free prediction 1 free prediction

Automated Model Scoring 1 free prediction 1 free prediction

Model Pe rformance Reports 1 free prediction 1 free prediction

Segmented Models 1 free prediction 1 free prediction

Data Plat form


Out-of-the-Box Data Connectors

Visual Data Prep


Data Pipeline Orchestration/Manager

Built-In High Volume Data Mart

Ein teins Analy tics SDK

Data API

Query API
Storage Rows of Data Included
25 million 100 million 10 billion 1 0 billion
(additional available for purchase)

Einstein Discovery or f Reports Read-only access

Ex plore the power of CRM Analytics


with a 30-day free trial.

Try for free

*Industry SKUs include: Healthcare, Financial Services, Consumer Goods, Manufacturing, Net Zero Cloud, Energy & Utilities, Loyalty, Customer Lifecycle
Analytics, Emergency Response Management (for Public Health and Public Sector), Communications, and Corporate & Investment Banking
Einstein for Admins & Developers

Build customized, AI- Build AI-powered experiences, embed them directly into your employee

powered solutions — and customer-facing apps, operationalize AI with intelligent work flows

using clicks or code. and business processes, and more with the Salesforce Platform.

Feature Why is it so Great? What do I need?

Einstein Prediction Builder Build and deploy custom predictions on any Salesforce Data is located on one object in Salesforce . For binary (yes/no)
object — standard or custom — using clicks, not code predictions : ≥ 400 example records with ≥ 100 yes examples & ≥
100 no examples. For numeric predictions: ≥ 400 example records

Einstein Next Best Action Deliver personalized recommendations that No data requirements. User specific requirements like
automate actions browser and device apply

Einstein Recommendation Eliminate the guesswork with AI-powered Make sure that your dataset has the minimum records to build a
Builder
recommendations for everyone successful recommendation .Recipient Records need a minimum
of 100 records, Recommended Item Records need a minimum of
10 records, and Positive Interaction Examples need a minimum
of 400 records

Einstein Search Applies AI to every search, allowing users to work faster A core C RM license
and smarter in Salesforce

Einstein Vision Harness the power of computer vision with little-to- An Einstein Platform Services account; labeled training dataset
no code with at least 50 examples per label

Einstein OCR Extract text from images An Einstein Platform Services account

Einstein Language Harness the power of natural language processing with An Einstein Platform Services account; name categories and
little-to-no code provide a min . of 20 examples for most languages.

Einstein Sentiment Classify the sentiment of unstructured text into positive, An Einstein Platform Services account; name categories and
negative, and neutral classes provide a min . of 20 examples for most languages

Einstein Intent Categorize the intended meaning of any text into user- An Einstein Platform Services account; name categories and
defined labels provide a min . of 20 examples for most languages

Einstein NER Identify the entities (ie. people, places) in a body of text An Einstein Platform Services account; name categories and
provide a min . of 20 examples for most languages
Ei stei or A mi s
n n f d n & D evelopers

Feature Essentials
Professional
Enterprise
Unlimited
Platform plus

Edition: $25 PUPM Edition: $75 PUPM Edition: $150 PUPM Edition: $300 PUPM Edition: $100 PUPM

Einstein P edi tion ui de


r c B l r 1 Prediction Per Org 1 Prediction Per Org 10 Predictions PUPM

Einstein e t est A tion


N x B c 5K Requests POPM 5K Requests POPM 5K Requests POPM 5K Requests POPM
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Einstein e o R c mm endation
ui de
5K Requests POPM 5K Requests POPM 5K Requests POPM 5K Requests POPM Unlimited

B l r

Einstein ea S rch Unlimited searches Unlimited searches Unlimited searches Unlimited searches Unlimited searches

Einstein ision V
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Free: 2K Predictions POPM

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Einstein C
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Free: 2K Predictions POPM

$4000 Add-On
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O R (1M Prediction POPM) (1M Prediction POPM) (1M Prediction POPM) (1M Prediction POPM)

Einstein an ua e
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L g g (1M Prediction POPM) (1M Prediction POPM) (1M Prediction POPM) (1M Prediction POPM)

Einstein enti ent


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S m (1M Prediction POPM) (1M Prediction POPM) (1M Prediction POPM) (1M Prediction POPM)

Einstein Intent Free: 2K Predictions POPM

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Einstein E
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N R (1M Prediction POPM) (1M Prediction POPM) (1M Prediction POPM) (1M Prediction POPM)

Explore AI use cases that


Einstein’s
Guide to AI will help you improve

Use Cases your most critical KPIs.
Find your use case

*included in UE
**Source: 2022 Salesforce Success Metrics Global Highlights. A 2022 study based on 3,706 customer interviews in the US, Canada, UK, Germany, France, Australia, India, Singapore, Japan, and Brazil.
Say hello to

Einstein GPT.

Introducing Einstein GPT, the world's first

generative AI for CRM. It’s here to make your

CRM (and your job) even better.

Supercharge Trusted content from your CRM Data.

productivity with AI-


Ecosystem of language models.

generated content
and personalization. Better experiences across your Customer 360.

Learn more
For more information, visit salesforce.com/einstein or take one
of our Einstein trails at trailhead.einstein.com.

Created March 6, 2023. Provided for informational purposes only. Pricing and features subject to change, and certain features may be
unavailable depending on your country. Please see Salesforce Documentation, including applicable Trust and Compliance
Documentation for specific features and limitations. Consult your Salesforce representative for assistance.

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