Salesforce Sales Cloud Einstein Overview

Salesforce-Sales-Cloud-Einstein leverages AI to help sales teams exceed quotas and build stronger relationships. AI for Sales enhances productivity and decision-making.

Use Cases

Customers recommend Engagement Management, Forecasting, Communication Management, as the business use cases that they have been most satisfied with while using Salesforce Sales Cloud Einstein.

Other use cases:

  • Customer Feedback Management
  • Social Media Marketing
  • Cross Selling
  • Generation Of New Leads
  • Social Media Management
  • Products & Pricelist Management
  • Lead Engagement
See all use cases See less use cases

Business Priorities

Acquire Customers and Scale Best Practices are the most popular business priorities that customers and associates have achieved using Salesforce Sales Cloud Einstein.

Other priorities:

  • Enhance Customer Relationships
  • Grow Market Share
  • Increase Sales & Revenue
  • Improve Digital And Social Presence
  • Improve ROI
  • Improve Internal Communications
  • Enter New Markets Internationally Or Locally
See all business priorities See less business priorities

Salesforce Sales Cloud Einstein Use-Cases and Business Priorities: Customer Satisfaction Data

Salesforce Sales Cloud Einstein works with different mediums / channels such as Chat. Social Media. E-Mail etc.

Salesforce Sales Cloud Einstein's features include Personalization, Capture Activity, and Recording. and Salesforce Sales Cloud Einstein support capabilities include AI Powered, 24/7 Support, Chat Support, etc. also Salesforce Sales Cloud Einstein analytics capabilities include Analytics, and Custom Reports.

Reviews

"One of the ways Deloitte was able to respond to COVID-19 was with EngageNow, an employee communications and engagement hub powered by Salesforce technology. As our needs evolve, the platform easily adapts, which is critical as we adjust to this new ...normal." - DAN HELFRICH

Salesforce Sales Cloud Einstein, belong to a category of solutions that help Sales Engagement. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Salesforce Sales Cloud Einstein

Top Industries

  • Marketing and Advertising

Popular in

  • Small Business
  • Mid Market

Salesforce Sales Cloud Einstein is popular in Marketing And Advertising, and is widely used by Small Business, and Mid Market,

Comprehensive Insights on Salesforce Sales Cloud Einstein Use Cases

What solutions does Salesforce Sales Cloud Einstein provide for Engagement Management?

Why is Salesforce Sales Cloud Einstein the best choice for Forecasting?

What makes Salesforce Sales Cloud Einstein ideal for Communication Management?

Why is Salesforce Sales Cloud Einstein the best choice for Customer Feedback Management?

27+ more Business Use Cases

146 buyers and buying teams have used Cuspera to assess how well Salesforce Sales Cloud Einstein solved their Sales Engagement needs. Cuspera uses 334 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Engagement needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Salesforce Sales Cloud Einstein testimonial

DAN HELFRICH

CHAIRMAN & CEO

DELOITTE CONSULTING LLP

One of the ways Deloitte was able to respond to COVID-19 was with EngageNow, an employee communications and engagement hub powered by Salesforce technology. As our needs evolve, the platform easily adapts, which is critical as we adjust to this new normal. Testimonial By DAN HELFRICH
Salesforce Sales Cloud Einstein testimonial

DR. ELI CAPILUOTO

PRESIDENT

UNIVERSITY OF KENTUCKY

We are using Salesforce's Work.com solutions as a springboard for a healthier community, supporting student mental health and well-being, reviewing and reworking social issues around diversity and inclusion, and preparing our university to handle any number of different future scenarios. Testimonial By DR. ELI CAPILUOTO
Salesforce Sales Cloud Einstein testimonial

Tami Lau

Senior Salesforce Engineer

Presence

Trailhead has made learning Salesforce so much more accessible for me and my colleagues. Testimonial By Tami Lau
CUSTOMERS TESTIMONIALS
Salesforce Sales Cloud Einstein testimonial

DAN HELFRICH

CHAIRMAN & CEO

DELOITTE CONSULTING LLP

One of the ways Deloitte was able to respond to COVID-19 was with EngageNow, an employee communications and engagement hub powered by Salesforce technology. As our needs evolve, the platform easily adapts, which is critical as we adjust to this new normal. Testimonial By DAN HELFRICH
Salesforce Sales Cloud Einstein testimonial

DR. ELI CAPILUOTO

PRESIDENT

UNIVERSITY OF KENTUCKY

We are using Salesforce's Work.com solutions as a springboard for a healthier community, supporting student mental health and well-being, reviewing and reworking social issues around diversity and inclusion, and preparing our university to handle any number of different future scenarios. Testimonial By DR. ELI CAPILUOTO
Salesforce Sales Cloud Einstein testimonial

Tami Lau

Senior Salesforce Engineer

Presence

Trailhead has made learning Salesforce so much more accessible for me and my colleagues. Testimonial By Tami Lau

Case Studies

CASE STUDY Zota

Zota invested in digital labor. This led to 30% year-over-year growth. The company used digital tools to improve results. The focus was on using technology to drive business success. The investment p...aid off with strong growth numbers.

Consumer Electronics

CASE STUDY Panasonic

Panasonic used Salesforce AI to improve its service operations. The company wanted to make service faster and more efficient. They used assistive and autonomous AI tools from Salesforce. This helped ...Panasonic transform how they deliver service. The result was better support for their customers.

Financial Services

CASE STUDY Prudential

Agentforce helps Prudential's retirement sales team connect better with customers and advisors. The team uses Agentforce to focus on building relationships. This leads to improved customer engagement.... The solution supports sales efforts in the financial services industry. Prudential benefits from streamlined sales processes.

Financial Services

CASE STUDY RBC Wealth Management

Salesforce helped RBC Wealth Management bring 26 systems into one CRM platform. Advisors now have a single view of each client. Onboarding time dropped from weeks to just 24 minutes. The new digital ...experience gives clients full account visibility. Maintenance costs fell by 50%. The platform uses low-code automation and APIs to speed up innovation.

Financial Services

CASE STUDY Nexo

Agentforce helped Nexo improve crypto customer support. Nexo needed to keep up with fast changes in the crypto industry. Agentforce provided tools for better support. Nexo redefined how they help cus...tomers. The solution made support faster and more reliable.

Food & Beverages

CASE STUDY Uber Eats

Uber Eats used Service Cloud, MuleSoft, Tableau, and Sales Cloud to automate workflows and unify data from 30+ global systems. Agents now see all customer and merchant data in one place, saving time ...and reducing manual steps. This automation helps resolve merchant disputes and refund cases much faster. Einstein predicts case priorities, cutting triage times. Uber Eats improved agent efficiency and can now support 25 million restaurateurs and their customers worldwide.

Video

Sales Cloud Einstein Demo | Sales Cloud | Salesforce

Video Thumbnail
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Peers used Salesforce Sales Cloud Einstein for engagement management and forecasting

Salesforce Sales Cloud Einstein Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.49/5 ★

Read Reviews (22)
Analytics

4.60/5 ★

Read Reviews (40)
Custom Reports

4.33/5 ★

Read Reviews (35)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.49/5 ★

Read Reviews (22)
Analytics

4.60/5 ★

Read Reviews (40)
Custom Reports

4.33/5 ★

Read Reviews (35)

Software Failure Risk Guidance

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for Salesforce Sales Cloud Einstein

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Sales Cloud Einstein

Salesforce, Inc. News

Product

Salesforce Announces Agentforce for Manufacturing - Salesforce

Salesforce has launched Agentforce for Manufacturing, offering AI agents with prebuilt templates to optimize operations, enhance sales, and improve service in the manufacturing sector. This solution leverages industry-specific data to automate tasks, reduce administrative burdens, and improve efficiency. Companies like JPW Industries have already seen significant improvements in processing and case resolution times.

Product

Salesforce Introduces New Agentforce Payment Options - Salesforce

Salesforce has introduced new payment options for its Agentforce platform, offering three distinct billing models: pay-as-you-go, pre-commit, and pre-purchase. These options provide flexibility for businesses to choose a payment method that aligns with their needs, enhancing the adoption of agentic AI. The pay-as-you-go model is available immediately, while the pre-commit option is in limited release.

Product

Salesforce Announces Agentforce for Public Sector

Salesforce has launched Agentforce for Public Sector, an AI-driven solution enabling government agencies to deploy intelligent agents for tasks like benefits applications and code compliance. This tool aims to enhance efficiency and citizen engagement, as demonstrated by early adopters like the City of Kyle, Texas. Agentforce is available now, with additional features rolling out in October 2025.

M&A

Salesforce has signed an agreement to acquire Waii, an enterprise-grade natural language ...

Salesforce has signed an agreement to acquire Waii, a natural language-to-SQL platform, expected to close in Q3 FY26. Waii will be integrated into Salesforce's Data Cloud, enhancing Tableau's capabilities for AI-powered data exploration. This acquisition aligns with Salesforce's strategy to deliver advanced analytics and agentic workflows across its products.

Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Year Founded

1999

HQ Location

415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Employees

10001+

Social

Financials

IPO