Assess Your Sales Cloud Einstein Readiness

Artificial intelligence (AI) for sales is here. With Sales Cloud Einstein, your team's sales productivity is supercharged at every step of the sales process with key predictions, intelligent recommendations, and timely automation.

The Sales Cloud Einstein Readiness Assessor analyzes your Salesforce organization. You'll receive a Readiness Report, which tells you which Einstein features you're ready to use now and which require additional steps.

To learn more about Sales Cloud Einstein, check out our website or blaze a trail with the Sales Cloud Einstein Trailmix.

Questions? Head over to the Customer Success Community.





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Requirements: To run the Sales Cloud Einstein Readiness Assessor, you must be a Salesforce administrator or have the Customize Application permission. The Sales Cloud Einstein Readiness Assessor cannot be run on a sandbox. By proceeding, you agree to receive follow-up communications about your Einstein Assessor Report.

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.