AI-Powered CRM Solutions Guide
AI-Powered CRM Solutions Guide
Slack GPT
Slack GPT
Sales GPT
Service GPT
215B+
predictions
per day
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.
,
& opportunities most likely to convert
,
,
,
impact with trusted ,b -
uilt in AI . uncover pipeline trends
Einstein GPT for Sales Boost sales team productivity by automating time N o data re q uirements - Sales C loud UE .
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
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
of Salesforce
include at least one forecasting enabled user who reports to a
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
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
Additional Credits
on business need.
Buyer Assistant
Einstein Opportunity
Scoring
Einstein Conversation
Insights
Einstein Relationship
Insights Basic
Einstein Automated
Contacts
Einstein Forecasting
≥ ≥ ≥
Einstein Activity Metrics
one paid EAC one paid EAC one paid EAC
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.
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 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
Service Replies
credits included.
Additional Credits
Work Summaries
purchased in 100 credit
bundles, based on
business need.
conversations pupm.
Customers with Sales
Add-On SKU
(Digital Engagement PUPM)
Add-On SKU: $75 PUPM)
($75 PUPM)
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.
Classification in Flow.
predictions PUPM
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
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
Einstein Overview See an aggregated view of all activated Einstein for Any Einstein for Marketing feature
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
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
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
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
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
Einstein Overview
Scoring of $0.05)
Einstein Engagement
$15K ($1250/
month, Price per
contact increase
Frequency of $0.05)
Optimization
Journey Builder
Einstein Engagement
Frequency
**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
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
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
ncover the optimal sequence of events No minimum requirement Included with DMP Multichannel
Einstein Journey Insights
U
(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 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
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
Einstein Search
Recommendations
Einstein Search
244 Release 244 Release 244 Release
Suggestions
Einstein Commerce
Insights
Einstein Complete
The Set
Semantic Search
Einstein Recommendations
API
Einstein Product
Recommendations
**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
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
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:
$75 PUPM, available Edition: $125 PUPM Edition: $150 PUPM $150 PUPM, available $150 PUPM, available with
Edition: $150 PUPM Edition: $300 PUPM
Analytics Studio
Dashboard Designer
Insights Explorer
Conversational Queries
Action Framework
Direct data
Add-on:
Add-On:
Add-On:
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
Read-only access
Sales and Service Analytics
Read-only access
Einstein Discovery
r c
P edi tion Monito in r g
r
P ote ted c Fields for Bias Protection
s
Ein tein P edi tion r c Service
M uliclass Classification
Text Clustering
Model Inspector
Model Queuing
Data API
Query API
Storage Rows of Data Included
25 million 100 million 10 billion 1 0 billion
(additional available for purchase)
*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.
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
Per Month
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
Free: 2K Predictions POPM
$4000 Add-On
$4000 Add-On
$4000 Add-On
$4000 Add-On
Einstein C
Free: 2K Predictions POPM
Free: 2K Predictions POPM
Free: 2K Predictions POPM
Free: 2K Predictions POPM
$4000 Add-On
$4000 Add-On
$4000 Add-On
$4000 Add-On
O R (1M Prediction POPM) (1M Prediction POPM) (1M Prediction POPM) (1M Prediction POPM)
Einstein an ua e
Free: 2K Predictions POPM
Free: 2K Predictions POPM
Free: 2K Predictions POPM
Free: 2K Predictions POPM
$4000 Add-On
$4000 Add-On
$4000 Add-On
$4000 Add-On
L g g (1M Prediction POPM) (1M Prediction POPM) (1M Prediction POPM) (1M Prediction POPM)
$4000 Add-On
$4000 Add-On
$4000 Add-On
$4000 Add-On
S m (1M Prediction POPM) (1M Prediction POPM) (1M Prediction POPM) (1M Prediction POPM)
$4000 Add-On
$4000 Add-On
$4000 Add-On
$4000 Add-On
Einstein E
Free: 2K Predictions POPM
Free: 2K Predictions POPM
Free: 2K Predictions POPM
Free: 2K Predictions POPM
$4000 Add-On
$4000 Add-On
$4000 Add-On
$4000 Add-On
N R (1M Prediction POPM) (1M Prediction POPM) (1M Prediction POPM) (1M Prediction POPM)
*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.
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.