1. Access the Sales Cloud Einstein Setup Assistant.The Setup Assistant is your guide to selecting Sales Cloud Einstein users and setting up features.
2. Select Who Can Use Sales Cloud Einstein.The Sales Cloud Einstein permission set is already created for you and includes all the permissions for Sales Cloud Einstein features, including Inbox. The permission set also includes analytics dashboards, which are built on Einstein Analytics, and access to the Sales Analytics app. All you need to do is assign the permission set to users.
3. Set Up Einstein Activity Capture for Sales Cloud Einstein Set up Einstein Activity Capture so that emails and events are automatically associated with related Salesforce records. Sales reps need to connect their email and calendar to Salesforce.
4. Enable Einstein Lead Scoring Access Einstein Lead Scoring Settings from the Sales Cloud Einstein Setup Assistant. From the Settings page, enable and configure Einstein Lead Scoring.
5. Enable Einstein Opportunity Insights Access Einstein Opportunity Insights Settings from the Sales Cloud Einstein Setup Assistant. From the Settings page, enable and configure Einstein Opportunity Insights.
6. Enable Einstein Account Insights Access Einstein Account Insights Settings from the Sales Cloud Einstein Setup Assistant. From the Settings page, enable and configure Einstein Account Insights.
7. Enable Einstein Automated Contacts Help reps spend even less time on data entry. Einstein Automated Contacts uses email and event activity to find new contacts and opportunity contact roles to add to Salesforce. Choose whether Einstein suggests the new data, which reps can add with just a couple of clicks, or adds it automatically.
8. Enable Einstein Opportunity Scoring.Give your sales team access to scores that help them prioritize opportunities and close more deals. Opportunity scores are available on opportunity records and list views. If you use Collaborative Forecasts, scores are also available on the forecasts page.
9. Enable Einstein Forecasting Provide your forecast managers with AI-powered intelligence that improves forecasting accuracy, predicts results, and tracks how sales teams are doing. To use Einstein Forecasting,create a permission set with the Sales Cloud Einstein permission set license, enable permissions for Einstein Forecasting, and assign the permission set to users.