How to set-up Salesforce Einstein Activity Capture?
Salesforce Einstein is a set of best platform services that includes advanced Artificial Intelligence features. It supports the Customer Success Platform that makes Salesforce the world’s best CRM. Salesforce Einstein is supported by Machine Learning and smart data discovery. Einstein Activity Capture enables us to keep the emails and events that we send and receive them automatically that will be added to our calendar or timeline of the related account. It also syncs the events and contacts between Google account and Salesforce cpq training.
Each customer gets a customized model of Einstein. Its intelligence component has been implanted into business affairs by predicting future affairs, automation tasks, etc. It also includes cloud-based technology.
To get more idea regarding Salesforce Einstein and its different components, anyone can have Salesforce Einstein Analytics Online Training from any online resource. Analytics is a part of Salesforce that allows us to explore all related data quickly and easily with advanced AI-powered analytics.
The below picture shows the Salesforce Einstein capture.
Salesforce Einstein implementation
Salesforce Einstein can be implemented in different areas. The following has been discussed;-
Einstein for Sales: Implementation of Sales Cloud Einstein helps to sell the products of any business smartly. Some companies follow traditional marketing methods. Here, the sales team interacts with the customers to get them updated with the trending products. These make personalized marketing efforts. Very few of these companies focus on predicting the future business. They can forecast the customer’s behavior and can turn them into leads.
Salesforce is best suitable for all these companies. Salesforce Einstein Artificial Intelligence provides the guaranteed engagement of customers to these companies.
AI gives more intelligence to the sales team that they can hold customers in the long run. Prediction helps to know the trending opportunities and to forecast the closing of deals.
Einstein for Service: Using Service Cloud Einstein, contact centers come to know customer insights that help in the better customer service experience. It has three different components that help in this regard such as, Supervisor, Mobile service and case management. Salesforce Einstein's supervisor empowers the managers to check real-time data. They can be able to predict customer satisfaction and recommend products for enhancement. Case management gives knowledge to the agents to react according to the situation or case through AI-based platforms. Under mobile services, android mobile apps help the employees to provide personalized service to their customers. It uses CRM data that eases to assess customer requirements.
Einstein for Marketing: Marketing cloud Einstein enables marketers to predict the customer metrics of buying and the return on their investment. Email marketing helps in this regard to assess customer engagement.
Einstein for Analytics: The Analytics Cloud Einstein helps to find hidden data. The activities related to marketing, sales and service can be predicted using patterns in data. The insights can be derived by analyzing different components from data sources.
Einstein for Commerce: The Commerce Cloud Einstein feature helps to make the customer shopping more personnel and predictive. Email marketing recommends a personalized product to the customers. Automation of tasks makes time-consuming for all the related activities.
Einstein activity capture reporting
Einstein activity capture is a boosting tool that keeps our email and calendar insights with Salesforce online training. At first, it captures the email and calendar from the Google account and adds these activities to the timeline of the respective account.
Einstein activity capture setup
To increase the sales activities by using Einstein activity capture, we need to configure the controls that capture and sync the related things. Here the setting needs to be well-defined that what data should be captured and how it will be shared. It is necessary to set up access control regarding the use of Einstein activity capture.
Reviewing the sales activities through dashboards includes the Einstein activity capture.
Thus, the above article focuses on how to set-up Salesforce Einstein online training India Activity capture and its different components. It boosts productivity by connecting email and activity calendar to Salesforce. Salesforce has introduced the latest AI tools that include Salesforce Einstein Intelligence that helps to build applications of the Salesforce platform. The latest technology dominates the AI cloud computing. Learning Salesforce helps to enhance anyone’s career.
As Einstein technology grows, it will enhance the skills to grow in the career. If anyone wants to develop their career in Salesforce and its related components, then they have options to go through various online platforms.