Lear Moar Blog 5: Einstein Enhancements

Learn MOAR in Summer ’21 with Einstein Enhancements ?

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Follow and complete a Learn MOAR Summer ’21 trailmix for admins or developers by July 31 to earn a special community badge and enter for a chance to win one of five $200 USD Salesforce Certification vouchers. Learn how to participate and review the Official Rules by visiting the Trailhead Quests page.

Einstein Search is now GA!

Admins can now empower users to find what they need easier and quicker with Einstein Search. With Einstein Search, you can personalize results for every user. Along with relevant results from natural language queries, you can also leverage an actionable search bar for quicker time to value. This includes accomplishing tasks like logging a case or creating a contact.

All features of Einstein Search are now generally available (GA) at no extra cost.

Screenshot of the setup screen for Einstein Search which will help users find what they need easier and quicker.

New enhancement is available to score leads separately

Now, you can set up Einstein Lead Scoring with segments. When you tell Einstein to evaluate your leads and conversion history separately for different groups of leads, scores are more useful. For example, you can score leads from trade shows and advertising campaigns separately to let Einstein determine their unique conversion patterns and provide better scores for each.

Lead segments are easy to set up. The guided setup flow walks you through the setup choices you make to optimize Einstein Lead Scoring for your business.

Image showcasing how you can enable Einstein Lead Scoring easily with a guided setup.

Image showcasing how you can arrange your segments in priority order.

Einstein Conversation Insights is now a stand-alone product

High Velocity Sales is no longer required for users to take advantage of Einstein Conversation Insights features. Einstein Conversation Insights is now available as a stand-alone product that can be added onto Sales Cloud.

Einstein Conversation Insights gives sales managers insights about their teams’ sales calls and surfaces coachable moments. Managers can play recordings of conversations to gain visibility into mentions of competitors, products, custom keywords, pricing discussions, and next steps. Users can leave Chatter comments on call and video segments, create conversation libraries, and match call participants with their records.

Image of a recorded team conversation on Sales Cloud.

AI templates with Einstein Recommendation Builder is coming soon

In Summer ’21, we’re launching an AI template for Einstein Recommendation Builder! This is an out-of-the-box solution to help admins configure and deploy a field service work order recommendation in minutes.

It’s simple: Select the field service work order template, build the recommendation, and deploy! With this recommendation, Einstein will recommend the relevant parts for technicians to carry for service visits. More templates are coming soon!

Admins, we hope these templates will make it easier for your organization to leverage the AI-powered capabilities in the Salesforce Platform and build recommendations much faster.

Screen shot showcasing how you can select the field service work order template.

Be sure to check out the Learn MOAR Summer ’21 for Admins Trailmix and follow along on the blog this week for more Learn MOAR! Don’t forget to watch the Summer ’21 Admin Preview during Release Readiness Live to see demos of these new exciting features.

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