AI for Admins Series

Keep up with the AI for Admins blog series so you can drive productivity, focus on the right tasks, and enhance business processes with Salesforce Einstein. Each post in the series highlights a different product area, diving deep on some Artificial Intelligence features and giving you loads of example use cases.

Einstein Bots What You Need to Know to Make Einstein Bots a Success

Einstein Bots interact with your customers quickly and accurately with automation and artificial intelligence (AI) capability. In terms of AI initiatives, the biggest challenge is measuring business impact. Measuring value is part of an operational challenge when implementing a chatbot. So, let’s explore what you need to know to make Einstein Bots a success at your company. Read more.


Einstein standing next to text that says, "AI for Admins: Einstein Article Recommendations in Flow."How to Deflect Cases with Recommended Articles in Flow

Einstein Article Recommendations supercharge agent productivity by recommending relevant articles for a given case in the service console. Starting in Summer ’22, you can invoke your Einstein Article Recommendations model from Flow—unlocking the ability to recommend articles outside the service console for new automation use cases. Read more.

≈How to Choose the Right Einstein Builder for Your Business Needs

Certain Einstein products are better suited for particular use cases. Which Einstein product can best address your unique solution requirements? Let’s dive deeper into four key elements of the platform so you can choose which one to use. Read more.

AI for Admins blog series post on Einstein Case ClassificationWhat You Need to Know to Make Einstein Case Classification a Success

Many Salesforce Admins are looking for ways to help scale their organization’s customer service experience. This can include finding solutions to increased case volume and optimizing agents’ time so they can solve customer issues faster, instead of just triaging them. One way to accomplish all of this is with Einstein Case Classification. Read more.

AI for Admins blog series post on Einstein Bot Natural Language Processing.Increase Customer Understanding with Einstein Bots Natural Language Processing

By handling basic tasks [Einstein Bots] free up your employees to tackle the tougher questions. The number of digital shoppers increased by 40% in Q1 of 2020, and more customers are relying on digital systems to get information, process returns, and troubleshoot problems. And as a Salesforce Admin, you have everything you need to create a bot that can listen to your customers. Read more.

AI for Admins blog series post on Einstein Activity Capture.A Closer Look at Einstein Activity Capture

As a Salesforce Admin, you implement tools to reduce busywork for sales teams so that they can focus on the more important stuff. You know, like working on actual deals. One common busywork rabbit hole is the never-ending task of keeping data up to date between Salesforce and email and calendar applications. Einstein Activity Capture has evolved over the past few years to become the leading Salesforce solution for managing data flow between applications. Here’s a quick overview to help get you started with Einstein Activity Capture. Read more.

AI for Admins blog series post on Einstein Opportunity Scoring.What You Can Do with Einstein Opportunity Scoring

“We don’t really know.” “We will try it and then find out.” These are the typical answers I get when I ask customers how they will use Einstein Opportunity Scoring, a feature that uses artificial intelligence to tell you the likelihood that an opportunity will be won. Not having a clear sense of why to use a product is a recipe for low adoption, frustration, and, eventually, indifference. And as an #AwesomeAdmin, it’s your job to help your users understand the benefit and the WIIFY (what’s in it for you/them). Read more.

AI for Admins blog series post on Einstein freemium features.Freemium Einstein Features Included with Your Salesforce Edition

If you haven’t explored Einstein features in your Salesforce org yet, now is the time! There are a ton of free features available to help you and your users, no matter what your use case is. Einstein uses artificial intelligence to help you and your users focus on the right deals, make the right recommendations, send the right content at the right time, and more. Read more.

AI for Admins blog series post on Einstein Search. Improve Users’ Search Results with Einstein Search Personalization

Your users don’t have time to go on a scavenger hunt every time they need information. Getting to know how each user works is at the heart of how personalization delivers a unique experience. Save time and clicks by enabling Einstein Search Personalization, now Generally Available in Winter ’21! Read more.