Artificial Intelligence and Salesforce Einstein — Part 2 (Products and Use Cases)

Jayant Joshi
Apr 17, 2019 · 7 min read

This article is the second part of the multi-part series on understanding the capabilities of Salesforce Einstein. This article explains the set of Salesforce Einstein products and the underlying use cases.

Note: You may refer to the first article here. This article explains the basics of Artificial Intelligence (AI) and gradually moves to Salesforce Einstein.

Okay, Let us get started. What do you think Einstein is?

Well, In very simple terms it is “AI for CRM”. Actually, behind the scenes, Salesforce Einstein is not a Single product but a set of products. Salesforce bought quite a lot (9+) of companies a few years back to create a presence in the ‘Artificial Intelligence space related to CRM’. The features are designed to discover insights, predict outcomes, recommend actions and automate tasks. Essentially, Einstein is Your Smart CRM Assistant.

Before we start with Einstein Use Cases and Products, let us try to understand how Machine Learning works. Why? Well, under the hood, Einstien products are using Machine Learning for almost all of its products.

Machine learning (ML) is the ability for computers to learn and act without being explicitly programmed”. The key idea behind ML is that it is possible to create algorithms that learn from and make predictions on data. Some of the examples of ML from real life are:

  • Amazon and Netflix Recommendations for products you buy and movie recommendations respectively.
  • Spam Filters of your favorite email account (e.g. Gmail) keep on learning as the new data (spam messages) comes on.

There are two types of ML: Supervised learning and Unsupervised learning…

Unsupervised Vs. Supervised Learning
  • Supervised learning is when you have knowledge of the input (X) and the output (Y), then you “supervise” the program in predicting the right outcome via trial and error. This means mapping input data to known labels, which humans have provided.
  • Unsupervised learning is when you have zero knowledge of the output and you want to try to find patterns or groupings within the data.

Examples? Yeah. sure.

Coming back to the spam example: The SMART Spam filter uses an algorithm based on statistical analysis to figure out how likely it is that the email is spam. This is an example of supervised learning


Let us look into an example of Unsupervised Learning

As said earlier, in Unsupervised Learning we try to identify the patterns. e.g. let us say a company has a large volume of a customer order (purchase) data and it wants to find ways to classify the customers into various groups. Using Unsupervised Learning algorithm, we can identify the patterns from the Customer data (in this case buying habits) and create Customer Groups.

How does machine learning work?

How Supervised Learning Works?

Essentially the typical ML Steps are :

  • As a first step, you define a problem.
  • Next, you build the model
  • The next step is to train and evaluate a model.
  • Deploy the model
  • Evaluate the performance of the model continuously and as required modify (optimize) the model.

Now, talking about Salesforce Einstein:

  • Einstein products are based on Machine Learning models.
  • Every machine learning model needs a lot of data to make better predictions. Of course, This is the same with Einstien.
  • Einstein Products (well, most of them including Einstein Discovery) identify patterns with the data and make predictions. e.g. Identify potential late payments)
  • Most of the time, as an admin or even a developer you will not create models in Salesforce but use the Salesforce Einstein features (which are based on models). e.g. When you create a Story in Einstein Discovery, the analytical model building takes place automatically.
  • With Einstein Products, many decisions can be made automatically (of course in many cases, human intervention is required).

What are the Einstein Products?

First of all, we need to understand that Salesforce has embedded a lot of Intelligence into the existing Clouds. e.g. there are at least 8–10 Einstein features in Sales Cloud itself (e.g. Intelligent Lead Scoring, Opportunity insights, Automated Contacts, etc.). Similarly, almost all the Salesforce Clouds have Einstein features (e.g. Service Cloud, Marketing Cloud, Commerce Cloud, etc.). Additionally, Salesforce provides a lot of other Einstein Products. Essentially, Einstein Out-of-the-Box Applications and Einstein Platform are the two categories of Einstien.

Here is the list of the Products. More on it later.

  • Einstein Analytics
  • Einstein Voice
  • Einstein Image Classification
  • Einstein Discovery
  • Einstein Prediction Builder
  • Einstein Next Best Action
  • Einstein Bots
Use Cases

And how about the Use Cases?

Well, what AI of today does? Yes, most of the use cases of AI are also covered by Einstein. These are:

  • Make Predictions based on data supplied (in most cases, the data is already available on the Salesforce platform). e.g. Identifying Customers with Late Payments.
  • Provide Recommendations based on the CRM data (e.g. in the Commerce Cloud Platform)
  • Provide deep insights around the Customers (Sales Cloud Einstien feature called Account Insights)
  • Resolve customer service cases faster (e.g. New recommended case classification — Service Cloud Einstien feature)
  • A service rep can classify the tone of inbound customer emails as either positive, negative or neutral. This could be achieved by Einstein Sentiment.
  • Identify prospects whose behavior suggests that they are ready to buy (Einstein feature — Pardot)
  • Immediately answer specific, routine questions for customers like updating passwords or order status updates (Einstein Bot). If you’ve ever used Siri or Alexa, you’ve used a bot already.
  • Identify Images (Einstein Vision and Language) of the subject
  • Recognize Voice and Take notes & Actions (Use Einstein Voice)
  • Take next best actions (Einstein Next Best Action)
  • Predict Attrition and Take the right set of Actions
  • Present customers with the right products at the right time? This is to encourage more purchases and maximize a brand’s revenue (this is a part of Commerce Cloud Einstien)
  • Engage more effectively by suggesting when and on which channels to reach out to customers (Marketing Cloud Einstein feature)
  • Create a personalized 1:1 message and content based on consumer preferences and intent (Marketing Cloud Einstein feature)

So you can see there are already a lot of use cases, Einstien is trying to solve.

What is Einstein Discovery?

Einstein Discovery exposes relevant facts and themes (more on this in a minute) in your data without you building sophisticated software and statistical models.

  • It generates unbiased answers, explanations, and recommendations.
  • Einstein Discovery in Analytics requires the Einstein Analytics Plus license, which is available for an extra cost.

Einstein Discovery provides answers to key business questions:

  • What happened? What was significant or unusual?
  • Why did it happen? What are the factors that possibly contributed to the observed outcome?
  • How do some factors compare with other factors?
  • What might happen in the future, based on a statistical analysis of the data? Is there a trend, or does this data represent an isolated incident?
  • What are some possible actions that could improve the outcome?

An Example:

Einstein Discovery can do analysis on Customer Purchase habits and identify key insights. e.g.

  • Which are your top customers?
  • Which are your top-selling products in a specified location or geography?
  • Why (probable reasons) certain products not selling as much in one location compared to others?
  • How much money (Average indicators) your customers spend in a certain time of the year (e.g. holiday season)
  • Which are the potential areas (based on some critical field values for example) of Service that could be enhanced for a better customer service experience?
  • Based on the data collected so far, what could potentially be the future trends

hmm…Someone told me Einstein Analytics is a bit Special?

Let us talk about Einstein Analytics in the next article. This is one of the biggest areas of Salesforce Einstien. In fact, the only Certification salesforce offers currently is in this area.

So What’s Next?

I will be covering some great features of Salesforce Einstein in the next blog. Additionally will be covering Einstein Analytics. Stay tuned.


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About Me:

I am a passionate lover of as a company and like most of the SFDC Products. I have 19 SFDC Certification and Accreditations including System & Application Architect Certifications and also some of the Product Certifications (e.g. Field Service Lightning, Marketing Cloud Email Specialist, Marketing Cloud Social Specialist, Sales Cloud, Service Cloud, Community Cloud, etc.). I love working as an Architect and Project Manager in SFDC Implementation Projects.

Jayant Joshi

Written by

SFDC Architect/Manager | ‘Passionate’ about ‘Tech’ | Speaker | 20X SFDC Certified | Einstein, IoT, Machine Learning

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