Salesforce Einstein Analytics – Basic on Data Insights

Salesforce Einstein Analytics – Basic on Data Insights

Salesforce, one of the best CRMs in the world, has always stayed at the forefront in terms of innovation, data insights, and the growth of businesses.

It recently introduced a nice and exciting feature to perform analytics operations i.e. Einstein Analytics enables Salesforce users with intelligent and smarter data insights to improve decision making. Einstein, riding high on its superior features and functionalities, helps everyone become a data scientist in the world of technology.

Salesforce Einstein Analytics

You might be somewhat clueless of what exactly is being said here, let me make things clear in simple words.

Salesforce Einstein is an artificial intelligence platform that enables users to increase sales, improve customer service, and predict business outcomes. In the glowing times of Salesforce, AI makes things easier for the sales and marketing departments so that they remain relevant and aware of the latest trends and the demands of customers.

It has become a huge success for organizations as Salesforce Einstein is used in order to make customer interaction more smarter, stronger, and data-oriented.

Some of the top features of Einstein Analytics are:

Sales Cloud Einstein

Advanced and Better Workflows Einstein Analytics provides a fantastic way for its customers to streamline and automate business workflows. CRM related data insights are used to provide more precise suggestions or recommendations to improve sales, marketing, and services processes.  

Account Insights The tool helps the sales team collect the latest news on financial results and successful mergers and acquisitions. These insights can be used to produce customized marketing messages and get in contact with the leads from existing accounts.

Opportunity Insights – Collaborate with the customers to identify new and different patterns of the sales cycle. Recommend the right decision to businesses for accelerating more sales.

Lead Scoring – Prioritize the leads that need to be converted based on customers’ history and records. It uses Salesforce Einstein AI to analyze and discover the best factors that regulate the lead conversion rates.

Service Cloud Einstein

Smarter Mobile Service – Through the service mobile app, employees of a business can interact and provide personalized services and solutions to their clients anywhere, anytime. The app uses revolutionary algorithms to provide real-time access to CRM data and offers access to offline activities to help employees become more productive.

Case Management – Knowledge articles or relevant informative videos that are required to resolve cases are made available to agents that help deliver the best customer experiences.

Einstein Supervisor –   Salesforce Einstein Supervisor predicts the satisfaction of the customers and provides suggestions to enhance their experience in the service cloud.

Marketing Cloud Einstein

Predictive Score – This process allows the consumers to decide whether or not to engage with an email, unsubscribe it, or make a purchase. It determines the factors of driving true customer engagement and fulfills the customers’ requirements.

Predictive Audience –  Marketers can take better and smart decisions based on the predictive scores to develop the perfect audience segment for directing customers to the next level of engagement.

Einstein Social Insights –  Manages social interactions globally with the Salesforce Einstein insights by analyzing the tones and sentiments.

App Cloud Einstein

Drag-and-Drop AI in Lightning and Force.com Apps – It enables business users to take AI-generated results from basic Salesforce apps and embed them into Salesforce Lightning apps.

PredictionIO in Heroku Integration –  It is compatible with Heroku enterprise that allows developers to create smart and intelligent custom applications using a Machine Learning framework.

Predictive Vision services – Set of Application Programming Interfaces (APIs) provide a deep understanding to developers that help them classify unstructured images against a library of predefined classifiers. Custom classifiers need to be trained for solving specific image recommendations.

Best business reasons to implement Salesforce Einstein Analytics

  • Provide a complete view of your customers to find out their product and service requirements.
  • It enables you to take fast and interactive actions in Salesforce to create tasks and view customer records.
  • It gives users the ability to analyze Salesforce data as well as external data through interactive and customized dashboards.
  • Provide a beautiful and functional mobile app for Einstein Analytics.
  • Combine, connect, and analyze the objects and fields in the dataset builder as per your preference.
  • External data can be processed, manipulated, and visualized without storing it in your org with the help of Salesforce Einstein Analytics.


Einstein Analytics offers better, seamless, and actionable data insights to improve your sales team’s performance. Empower your business by making smarter decisions on classified analytics. Implement Salesforce Einstein AI to predict the requirements and needs of your customers that result in delivering personalized customer experience. Definitely, this technology will help you with your business’s sales and marketing services, work more effectively, and make smart decisions to engage more customers.


Sachin Arora

Scrum Master and Principal Solutions Architect

“Sachin, a renowned Scrum Master and Principal Solutions Architect at Cloud Analogy, has rich experience when it comes to working on process improvement in a fast-paced environment maintaining high level of quality in all deliverables. Well known in the industry circles for his systematic approach to work and humbleness, Sachin has the ability to oversee, manage multiple projects simultaneously besides documenting and analyzing client requirement and defining a clear scope with appropriate timelines. He has a knack of handling critical escalations and possesses excellent interpersonal skills with demonstrated ability to work in a multicultural, multi-ethnic environment and to maintain effective working relations. Sachin’s expertise lies in varied hardware and software environments including Cloud technologies such as Salesforce, AWS, Cloud Foundry & Google App Engine and Mobile. Sachin is always proactively dedicated to his craft and very hard working for his clients. A true professional in every sense of the word! A very grounded personality enables him to lead teams effectively and be of value to all in his network. Sachin has an eye for detail and know how to get things done with the big picture always in his mind.”

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