Course Overview

Enable CRM users to enhance customer engagement with predictive insights and automation via Salesforce Einstein.

Course Methodology

1. Explore Einstein’s lead scoring, forecasting, and email insights
2. Customize dashboards and prediction models
3. Run a simulated sales or service journey with AI predictions
4. Use Einstein GPT for content generation
5. Analyze impact with AI metrics and attribution

Audience

Sales, marketing, and customer success teams using Salesforce CRM.

Competencies

1. Predictive scoring
2. Sales AI forecasting
3. Einstein GPT usage
4. CRM AI automation

Tool Features

1. Lead and opportunity scoring
2. Einstein GPT for CRM
3. Sales forecasts and insights
4. AI email and case response suggestions