In-Depth Data Insights: Exploring Salesforce Einstein Discovery
Masterful Salesforce Scribe with an eye for detail
What is Einstein Discovery?
In 2023 Salesforce introduced Salesforce Einstein AI, a comprehensive suite of artificial intelligence (AI) capabilities embedded in the Salesforce platform.
Einstein AI is included in the Salesforce AI Cloud and is designed for business users, analysts, and data scientists alike. AI Cloud also includes the Einstein Trust Layer, which ensures data privacy and security and allows you to use any large language model (LLM) of your choice.
Salesforce Einstein GPT (Generative Pre-trained Transformer), also part of the Salesforce AI Cloud, is a powerful generative AI model that has been trained on massive datasets of text and code relevant to CRM activities. Einstein GPT can automate repetitive tasks, understand and generate human-like text, translate languages, and even generate code. You just need to use natural-language prompts directly within Salesforce to trigger powerful, time-saving automation and create personalized, AI-generated content across any Salesforce cloud.
Salesforce Einstein Discovery uses automated machine learning to bring advanced analytics and predictive statistical modeling capabilities to Salesforce users without them needing to be data science experts. It can be used to analyze data, discover insights, and make predictions.
Salesforce Einstein Discovery Salesforce Features
Salesforce AI Cloud includes Einstein Activity Capture to sync your emails, events, and contacts from your Microsoft or Google accounts to Salesforce. You can also use Einstein Discovery to generate predictions and recommendations on how to improve your sales, service, marketing, or commerce outcomes and then use Einstein Activity Capture to add them to the activity timeline of related Salesforce records.
But let’s look at some of the main Einstein Discovery Features:
User-friendly Interface
Salesforce Einstein Discovery has an intuitive interface, and you can interact with the data and get insights without advanced technical or coding skills.
Einstein Data Detect and Analytics
Einstein Data Detect proactively identifies sensitive data within your Salesforce org based on predefined policies and ensures data privacy and compliance with regulations by preventing accidental exposure of sensitive information (like personally identifiable information). Einstein Data Analytics then analyzes the results of Data Detect scans to provide insights and context. Data used for analysis in Salesforce CRM Analytics can potentially feed into Einstein Discovery models to generate further predictions.
Interactive Visualizations
Salesforce Einstein Discovery offers interactive visualization to help you identify and visualize insights into their business data. These insights are presented as rich visualizations with natural language explanations that are easy to understand, thus providing a starting point to investigate trends, patterns, and correlations in the data. You can harness the power of AI-driven data analysis to generate interactive visualizations using Salesforce Einstein GPT, making it easier for you to understand and analyze data. For example, you can use Einstein GPT to generate a dashboard that shows the sales performance of different regions or a map that shows the customer satisfaction in different countries.
Einstein Prediction Builder
Salesforce Einstein Prediction Builder is a powerful and user-friendly tool within the Salesforce Einstein platform with which you can create custom predictions about what happens next in your business, even without any coding experience.
Integration with Other Salesforce Products
Einstein Discovery integrates seamlessly with various business intelligence, data integration analytics and custom applications to provide you with more insights and recommendations based on your data. One of the products that Einstein Discovery can integrate with is the Titan no-code Salesforce platform.
What is the Difference Between Salesforce Einstein Analytics and Einstein Discovery?
Salesforce Einstein Analytics and Salesforce Einstein Discovery are both part of the Salesforce Einstein platform using Einstein AI, however, they have different applications and approaches.
Salesforce Einstein Analytics is used for data exploration, visualization, and Salesforce predictive analytics, whereas Salesforce Einstein Discovery uses machine learning to find hidden patterns in your data and predict future outcomes. Einstein Activity Capture can be used as a data source for Einstein Discovery, using emails and calendar activities to build models.
We can summarize it as follows: Einstein Activity Capture gives descriptive insights by capturing actions and interactions, while Einstein Discovery offers predictive insights by identifying patterns and trends.
The Einstein Copilot in Salesforce is the new conversational AI assistant available in all Salesforce applications that can answer natural-language prompts to provide relevant and trustworthy answers.
Einstein Discovery Benefits
Salesforce Einstein Discovery provides ultimate Salesforce AI solutions and offers benefits across different aspects of business operations. Let’s explore how it can provide advantages in terms of the following:
Increase Usage Across Business Teams
The user-friendly interface and the fact that no coding experience is required empower everyone in a company, from the CEO to sales managers and customer service agents, regardless of their technical skills. Different teams can access and analyze data from various sources, and they can share their insights and recommendations with others through interactive dashboards, reports, or stories.
Enhance Management Information
Management and executive teams that use Einstein Discovery can generate actionable Salesforce insight and recommendations based on historical data, empowering them to make informed decisions that incorporate a comprehensive and accurate view of the business’s performance as well as customer behavior. They can visualize trends, patterns, and predictions in real time to identify growth opportunities or new sales and marketing channels.
Streamline Customer Research
The automated analysis provided by Salesforce Einstein AI saves time and effort (while at the same time avoiding human error) as the data analysis doesn’t have to be done manually. It also helps you to segment their customers based on various criteria, such as demographics, behavior, or value.
Efficient Reporting in Sales, Service, and Marketing
Salesforce Einstein Discovery can be used to generate pre-built or custom reports automatically, saving time and improving accuracy. Impactful and engaging reports let you visualize your data and insights in various formats, such as charts, graphs, tables, or maps.
What Types of Insights Does Einstein Discovery Produce?
Make sure that you have enabled Einstein Forecasting in your Salesforce org and configured your forecasting settings and permissions. You should gather historical data from Salesforce and other relevant sources, preferably at least two years’ worth of data, and then clean and prepare it for analysis – making sure that it is accurate, complete and formatted correctly for input into Einstein Discovery.
Sales Forecasting
By leveraging its advanced analytics and predictive modeling capabilities to analyze historical sales data and generate accurate predictions about future sales performance, Salesforce Einstein Discovery can be a powerful tool for sales forecasting.
Use Einstein Discovery to build predictive models based on the historical sales data. Once the predictive models are trained, Einstein Discovery analyzes the data to generate insights and predictions about future sales performance. You can validate the accuracy and reliability of these sales forecasts by comparing them to actual sales data over time. Integrate the predictive insights directly into Salesforce Sales Cloud, providing your sales teams with real-time visibility into the predicted sales trends.
Marketing Analysis and Customer Segmentation
As with sales forecasting, you need to gather and prepare data from various sources, such as, in this case, Salesforce Marketing Cloud, digital advertising platforms, social media analytics, website analytics, and customer relationship management (CRM) systems. With Einstein Discovery, you can predict a campaign’s performance before a launch and create personalized recommendations for products and content based on individual customer profiles and predicted behavior.
You can maximize the outreach impact of your marketing by leveraging the AI-powered analytics abilities of Salesforce Einstein Discovery to identify the most receptive audiences for your campaign based on their behavior, preferences, and demographics.
After a campaign, you can do automated analysis and create real-time alerts based on customer engagements, allowing for proactive and data-driven marketing analysis.
Merchandise Suggestions
Because of Einstein Discovery’s ability to analyze customer data, such as purchase history, browsing behavior, and demographic information, it can identify patterns and dependencies and predict future purchases. This analysis enables organizations to make personalized merchandise suggestions to customers in real time, thereby increasing sales.
Streamline Business Processes
Streamline your business processes with Salesforce Einstein Discovery by harnessing its ability to automate data analysis, provide actionable insights and identify inefficiencies in a business’s operations. Make data-driven decisions, rather than relying on gut feelings or intuition, to optimize resource allocation and reduce potential risks.
Frequently Asked Questions
What is Einstein Analytics?
Salesforce Einstein Analytics is a set of intelligent tools that provide data exploration, visualization, and predictive analytics capabilities for businesses. It takes two-dimensional data and turns it into three-dimensional insight.
How do you provide Einstein Discovery with the data to analyze Salesforce?
- Firstly, collect a minimum of two years’ worth of data from various sources within your organization.
- Secondly, import the clean data to Salesforce Einstein Discovery in CSV, Excel or text format.
- Thirdly, use Salesforce Einstein Analytics or other data visualization tools to create dashboards and reports for data exploration and visualization.
- Then, create predictive models based on the data, after which you can analyze the data to generate insights and predictions.
- Lastly, integrate the insights and predictions generated by Einstein Discovery into Salesforce applications.
How do you enable Einstein conversation insights in Salesforce?
You need to have Salesforce Enterprise, Performance, Unlimited, or Developer Edition with appropriate add-on licenses for either Call Coaching or Full Enablement, together with a supported voice or video recording solution integrated with Salesforce. Navigate to the Setup menu in Salesforce and search for “Einstein Conversation Insights”. Enable ECI: Depending on your license, you might see different options:
- With Call Coaching license: Turn on “Enable PhoneIQ Integration” and connect your PhoneIQ account to Salesforce.
- With Full Enablement license: Choose the relevant option based on your use case (e.g., Enablement for Sales or Service Cloud) and follow the on-screen instructions for configuration.
You may need to configure additional settings such as custom call outcome categories, conversation-related measures and conversation Insights permissions.
How can you get Einstein Discovery predictions in a CRM Analytics dataset?
- Ensure that you have the necessary data in your CRM Analytics dataset.
- Use Salesforce Einstein Discovery to build and train a predictive model based on your CRM Analytics dataset.
- Once your model is trained, generate predictions for your CRM Analytics dataset using Einstein Discovery.
- Integrate the insights and predictions generated by Einstein Discovery into Salesforce applications.
Wrapping Up Salesforce Einstein Discovery
In this article, we have looked at the AI-powered features of Salesforce Einstein Analytics and Einstein Discovery. Are you ready to embrace Einstein models and analytics to revolutionize your business?
We hope to see you soon!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
