Summer ’17 Deep Dive: Salesforce Einstein

Since being announced, Salesforce Einstein is something I really want to get more involved with.  The initial fanfare from Dreamforce last year hasn’t disappeared.  If you are like me, you probably waiting to see how it can benefit your users before taking the next step.  But with Summer ’17 release, Salesforce Einstein gets some very welcome additions.

Salesforce Einstein, a brief history…

Salesforce Einstein Insights
Salesforce Einstein Insights

Firstly if you haven’t heard of Salesforce Einstein, welcome back to Planet Salesforce 🙂   Being launched at Dreamforce last year and is the name of the new AI platform which Salesforce is baking right into its core.  For a quick intro video, here is a Salesforce promo video (~1min) for Sales Cloud Einstein.

The last two releases have seen it slowly starting to appear across the various clouds (ie Sales/Service/Marketing/Platform/IoT/etc).  Initially it was launched in Winter ’17 with some features regarding Lead Scoring, Activity Insights in Sales Cloud and Predictive Scoring in the Marketing Cloud (click here to watch the video).

Spring ’17 release further expanded this with predictions and additional insights for Accounts and Opportunities within Sales Cloud.  App Platform and Communities also received some additional features…

The first two releases really seemed a little bit light.   I am not saying the Product team have an easy job but I want to see more! 😉  And that we were yet to see the full power of Salesforce Einstein.  Is it ready for take-off?

Roll-on Summer ’17

As per my recent post, Summer ’17 pre-release notes are now published.  So what does the next release bring us in terms of Salesforce Einstein?

1. Sales Cloud Einstein Readiness Report

Well first off the bat, you will now be able to run a report on your Sales Cloud Einstein Readiness.  This is a smart move by Salesforce.  It follows a pattern of ‘readiness reports’ being made available for Lightning Experience and Optimizer (see my last post here).

I am looking forward to being able to run this in my org and see what the results are!  No doubt there will be a dependency on Lightning Experience being enabled in your org.  So there might be similar dependencies on enabling both.

Salesforce Summer '17 Release logo
Are you ready for the Summer ’17 release?

2. Automated Contacts & Email Matching

Einstein can now automatically suggest potential contacts to be created into Salesforce based on emails and events.  It can also suggest setting the contact role against opportunities based on those activities.

This will be a simple but amazing feature for users.  My sales teams hate having to log their emails using Salesforce for Outlook.

Anything that helps minimise sales admin time, can be added into the business case for getting Salesforce Einstein. 🙂

3. High Velocity Sales

This one is quite intriguing.  It does seem to be Salesforce bundling together a number of features available to orgs with Lightning Experience and Einstein enabled.

By combining the features of Sales Console, Lead Scoring, Lightning Dialer (formerly Lightning Voice) and Activity Capture.  Salesforce is helping sales people streamline their work.

Lightning Dialer…  Looks like quite a useful add-on and now allows you to setup a call lists.  If only it was available outside of US/Canada!!

4. Improvements to Lead Scoring & build processes around it

You can now access the ‘ScoreInsight’ object, which is where Salesforce Einstein stores its insight based scoring.  You can now use this via custom formula fields, Process Builder, triggers or Apex.  This might not sound immediately useful…

But imagine being able to update the lead status, assign it to a campaign and potentially prioritise the lead.  All through automation based on the insights provided by Einstein.

Salesforce Einstein, ready for takeoff?

Einstein ready for take-off?

For me this is the first release that Einstein actually begins to add value to end-users.

I am waiting with bated breath for the readiness report which becomes available with Summer ’17 release.  I am very eager to test it out on a legacy org and see the recommendations.  To be fair, I am not expecting a silver bullet with Einstein.  You know the old saying about data – crap in, crap out! 🙂  Though Einstein won’t solve data issues within your data, at least not at this stage…

But this will no doubt serve as a fork in the road where the business case for buying Einstein might actually become viable.  And it will rapidly continue to expand across the Salesforce platform in the coming releases.

Final word

While researching this post, I found an interesting video series on Youtube.  Salesforce has created a new playlist, ‘FY18 The Year of Einstein‘.  The videos show how Einstein can be used to empower a business.  How?  In typical Salesforce fashion by highlighting use cases from the usual suspects (Coca-cola, Amazon AWS, etc).  I am intrigued about what Einstein Vision has the potential for, but in my current role I can’t see much use of it at this point in time though…


What about you?  Use the comments below to share your thoughts.  What are you excited about with Salesforce Einstein.  Is there a specific use case you are looking at Einstein to help you with?

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