Salesforce Einstein

AI in Salesforce: deal forecasts, summaries, emails and Agentforce agents

Einstein and Agentforce agents work inside Salesforce: they summarize deals and calls, write emails, forecast the probability of closing a deal, suggest the next step and answer customers in support. They are built for mid-size and large companies that already run sales in Salesforce.

Free plan

A trial

Paid plans

Salesforce Einstein pricing

Tasks it handles well

• Log a call summary in the CRM
• Write a first email to a B2B prospect
• Design a KPI dashboard for the business owner

Most useful for

• Finance manager
• Manager
• Marketer
• Sales manager
• Data analyst
• Teacher
• Executive assistant
• Logistics manager
• Procurement manager
• Secretary
• Economist
• Project manager

Pitfalls to watch at work

• The close forecast learns from your CRM history: without complete and honest data it paints an optimistic picture
• Launch agents that answer customers on part of the tickets first, with a person in control
• Agents are billed per action or conversation: plan the budget before launch

Billing

Small plans are paid by card on the website, enterprise ones under contract with Salesforce or a partner.

Common problems and fixes

• Salesforce Einstein and Agentforce for your company: how to buy and where to start

Compare Salesforce Einstein with

• Salesforce Einstein vs Pipedrive AI
• Salesforce Einstein vs HubSpot Breeze
• Salesforce Einstein vs ChatGPT
• Salesforce Einstein vs monday AI
• Salesforce Einstein vs n8n
• Salesforce Einstein vs ClickUp Brain
• Salesforce Einstein vs Make
• Salesforce Einstein vs Motion

Alternatives to Salesforce Einstein