![Coming Soon: Einstein Opportunity Scoring for Salesforce]()
by Mike Walsh | Jan 3, 2020 | Blog, Salesforce Tips
Announced as a part of the Spring release of Salesforce for 2020, a previously paid feature of Einstein is going widespread. Einstein Opportunity Scoring will be fully available to all Salesforce Sales Cloud users who have Enterprise, Performance, or Unlimited Editions.
What does Einstein Opportunity Scoring give you? The Einstein AI essentially gives sales reps and managers an intuitive, real time rating of each opportunity based on current and previous data. Scores are on a scale of 1 – 99, with some key positives and negatives highlights.
So if your org qualifies, keep a look out for this feature once Spring ‘20 rolls out, as admins will need to activate the Einstein Scoring feature.
Click to read the release notes!
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need custom development or consulting to enhance the Salesforce you already have?
Contact us
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
![What Can You Do with Einstein Voice for Salesforce?]()
by Mike Walsh | Dec 20, 2019 | Blog, Salesforce Tips
Announced at Dreamforce, Salesforce is improving their Einstein Voice product with the intention to make it a central, and heavily utilized features across their entire platform. Einstein Voice was announced over a year ago, and the newest set of updates and features are known as Einstein Voice Skills – enabling admins and developers to build custom, voice-powered Salesforce apps tailored to any role or industry, giving every employee a personalized CRM guide.
Einstein Voice, similar to Google’s Alexa or Apple’s Siri, is a voice powered AI that can help users with all things Salesforce. However, with the new updates, Einstein will be more than just a voice activated search feature.
Users can update Salesforce records and create tasks using natural language requests, or tap Einstein Vice Assistant to navigate through Einstein Analytics dashboards and surface metrics like open service cases and performance guidance. You can also set it up to deliver a daily brief of “key priorities” like upcoming calendar appointments and teams pipeline updates.Finally, because Einstein is siloed and restricts data pulls to individual users’ accounts, it can be “taught” to recognize jargon, acronyms, and slang in an organization’s lexicon.
What voice activated AI would be complete without its own designated speaker device? Salesforce also unveiled its Einstein Smart Speaker, which offers tantalizing possibilities. Imagine being in a meeting room, and being able to ask, “Einstein, what is our closing ratio for this year? And how much did that improve over last year?” and rapidly getting the answer from your AI assistant!
Einstein Voice is currently in Beta, and expected to be fully released in 2021
Click to learn more!
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need custom development or consulting to enhance the Salesforce you already have?
Contact us
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Sep 27, 2019 | Blog, Salesforce Tips
If you are a reader of this blog, or just generally keep up with the goings on in and around Salesforce, you have probably heard about Salesforce Einstein once or twice. Einstein, which came out a couple of years ago, is Salesforce’s highly touted AI and data analytics platform. However, unless you have really done a bit of digging, you probably don’t have a very concrete idea of just what that means exactly!
Well we came across this great article, posted on the Salesforceben.com website, and written by one of Salesforce’s own Einstein gurus. He gives a great overview of all the essential questions you may have regarding Einstein, including:
- Why do you need Einstein?
- How does Einstein get its data?
- What are the main components of Einstein?
Read to full article with the link below
Guide to Salesforce Einstein
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need custom development or consulting to enhance the Salesforce you already have?
Contact us
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jul 18, 2019 | Blog, Salesforce Tips
One of the biggest values within the Salesforce CRM to date has been the data analysis and reporting tools. Companies with large volumes of high-quality data in their Salesforce CRM have been reaping the benefits for years, as the various reports have let them drill down into some extremely granular, but important details of their business.
The addition of the new Lightning UI has yielded a bevy of new visual upgrades to the reports, so now all that powerful data is super easy on the eyes, and allows companies to get that impactful, visual understanding of what is going on.
If all of that wasn’t enough, last month Salesforce announced that they will be purchasing Tableau for $15.7B. Tableau is one of the leading data analytics and visualization platforms on the market, and such a large purchase is sure to yield significant results to the Salesforce platform.
Speculation is high on just exactly how Salesforce and Tableau will work together, especially considering that Salesforce already has its Einstein AI and Analytics platform up and running.
The takeover is sure to be slow, as the two large companies find a way to mesh, and the technologies slowly integrate.
However, down the road, we are sure to see all of that Tableau technology popping up here and there in Salesforce. And those already awesome looking Lightning Reports? Who knows, but there’s a decent chance we will start seeing even more improvements and upgrades.
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need some custom consulting or development to enhance the Salesforce you already have?
Contact us
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jan 18, 2019 | Blog, Salesforce-Apps-AppExchange
Want to get started with AI and machine learning but don’t know how? Well the Coveo AI search is a great entry point. You are your team run dozens or hundreds of searches a day. Keywords, phrases or just plain old questions. But the results you get aren’t always helpful. The Coveo AI goes beyond federated search to automatically recommend the most relevant content, in one unified results list, wherever it resides. And the best part, you can get started at no cost with the Free Edition.
Coveo AI search and Machine-Learning analyzes what helps your users self-serve, then optimizes the search experience based on successful outcomes so future users find what they need faster.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
