Assess Your Sales Cloud Einstein Readiness

Supercharge your sales teams with artificial intelligence (AI).

Sales Cloud Einstein makes every step of the sales process smarter with key predictions, intelligent recommendations, and timely automation. Start the assessment to find out which Sales Cloud Einstein features you’re ready to use now and which ones require extra steps. We’ll send you a personalized report with all the details.

When you start the assessment, you agree to receive follow-up communications about your Einstein Assessor Report. You also agree to allow Salesforce to access certain data. See the the Transparency About Information Usage terms below for details.

I want to receive information about new Sales Cloud Einstein features.

Requirements: To run the Sales Cloud Einstein Readiness Assessor, you must be a Salesforce administrator or have the Customize Application permission.

Transparency in Information Usage: The Sales Cloud Einstein Readiness Assessor will access Salesforce data from your account, contact, lead, user, and opportunity records to determine if your Salesforce org meets eligibility requirements for each Sales Cloud Einstein feature (see examples). The data, your administrator email address, and an authentication credential is saved and/or processed by Salesforce technologies built on Amazon Web Services and Heroku that may offer different privacy and security standards. These third-party hosting providers do not store any personally identifiable information. This data is used to generate your personalized Sales Cloud Einstein Readiness Report. The authentication credential is deleted and access to your org's data is immediately revoked after the report is generated.

The world's #1 CRM is now the world's most intelligent CRM with Einstein AI.

SEE ALL FEATURES >

Dive deeper with the Sales Cloud Einstein Module

LEARN MORE >

Ask the Trailblazer Community

SEE HOW >

Sales Cloud Einstein Readiness Assessor - Examples of Data Access

NOTE: The following are examples of data accessed to determine if your org meets eligibility requirements for Sales Cloud Einstein features. This is not a complete list.

Einstein Activity Capture - The Assessor counts the number of Accounts, Contacts, Leads, and Opportunities but does not extract full customer records for these objects
Einstein Lead Scoring - The Assessor counts the number of Leads created in the last 6 months and converted to Accounts/Contacts or Accounts/Contacts/Opportunities but does not extract full customer Lead records
Einstein Opportunity Insights - The Assessor sends the CreatedDate and CloseDate for each Opportunity in order to calculate the average lifespan of an Opportunity, but the Assessor does not process or save the name of any Opportunity
Einstein Account Insights - The Assessor counts the number of Account records but does not extract full customer Account records
Einstein Automated Contacts - The Assessor counts the percentage of accounts with one or more related contacts but does not extract full customer Account and Contact records
Einstein Opportunity Scoring - The Assessor counts the number of Opportunities closed in the last 2 years but does not extract full customer Opportunity records
Einstein Forecasting - The Assessor determines if collaborative Forecasts are enabled
Sales Analytics - No data is processed (customer self-validates based on requirements in Readiness Report)
Salesforce Inbox - No data is processed (customer self-validates based on requirements in Readiness Report)