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

"Our customers have rated automation resolved cases at the same level as agent resolved cases: in the low 90% range. We see this as a huge win." - Samantha Philip

Peer review evidence (same sources as the product rating summary)

"...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...." Testimonial by DAN HELFRICH, CHAIRMAN & CEO, DELOITTE CONSULTING LLP
"...Sales Cloud Einstein - Features include: Einstein Lead & Opportunity scoring (to prioritize the most likely ones to convert), Einstein Account & Opportunity insights (to observe key developments on the accounts & opportunities), Einstein Forecasting, Einstein Activity capture & Einstein Automated contacts (to capture data and add new contacts automatically), Einstein Recommended connections (to retrieve insights about team s network to identify who knows the customers and can help out on a deal)...." Einstein 101 - Salesforce AI Demystified
"...Employees across departments now collaborate internally to find fixes to issues posted on social media Activision calls this swarming...." Case Study ACTIVISION

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,

Salesforce Sales Cloud Einstein Customer wins, Customer success stories, Case studies

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

How does Salesforce Sales Cloud Einstein facilitate Forecasting?

What Are the key features of Salesforce Sales Cloud Einstein for Communication Management?

What solutions does Salesforce Sales Cloud Einstein provide for Customer Feedback Management?

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.

CUSTOMERS TESTIMONIALS
Salesforce Sales Cloud Einstein testimonial

Samantha Philip

CS Systems Developer

Sun Basket
Our customers have rated automation resolved cases at the same level as agent resolved cases: in the low 90% range. We see this as a huge win. Testimonial By Samantha Philip
Salesforce Sales Cloud Einstein testimonial

Kat Frederick

CMO

Ticketmaster
Ticketmaster is the gateway to amazing experiences that create memories. And Salesforce helps us deliver the right event to the right fan at the right moment. Testimonial By Kat Frederick
Salesforce Sales Cloud Einstein testimonial

Arto Altincatal

Senior Manager, Marketing Operations and Technology

Hornblower Cruises & Events
Our internal HR bot has handled 83% of our total employee chat engagements. This has allowed our HR teams to focus their time on issues that require human interaction. Testimonial By Arto Altincatal
CUSTOMERS TESTIMONIALS
Salesforce Sales Cloud Einstein testimonial

Samantha Philip

CS Systems Developer

Sun Basket
Our customers have rated automation resolved cases at the same level as agent resolved cases: in the low 90% range. We see this as a huge win. Testimonial By Samantha Philip
Salesforce Sales Cloud Einstein testimonial

Kat Frederick

CMO

Ticketmaster
Ticketmaster is the gateway to amazing experiences that create memories. And Salesforce helps us deliver the right event to the right fan at the right moment. Testimonial By Kat Frederick
Salesforce Sales Cloud Einstein testimonial

Arto Altincatal

Senior Manager, Marketing Operations and Technology

Hornblower Cruises & Events
Our internal HR bot has handled 83% of our total employee chat engagements. This has allowed our HR teams to focus their time on issues that require human interaction. Testimonial By Arto Altincatal
 

Curative - Healthcare - Medium

Salesforce (CRM) Lost A $600, 000 Contract To An In House AI CRM

USA

Curative has replaced its Salesforce CRM system with an in-house AI-powered CRM platform, terminating a $600,000 annual contract. This move highlights a shift towards custom AI solutions as a cost-ef...fective alternative to traditional SaaS CRM offerings. Salesforce cites security and compliance challenges for in-house systems in regulated sectors as potential hurdles.

Read on →
 

Curative - Healthcare - Medium

Curative Ditches $600, 000 Salesforce Contract Says 'AI Changes the Economics of Building ...

Austin, USA

Curative has terminated its $600,000 contract with Salesforce, opting to develop an AI-powered CRM system internally. This move underscores the potential of AI tools to enable faster, cost-effective ...software development tailored to specific business needs. Salesforce warns of the security and compliance challenges associated with internally developed systems, especially in regulated industries like healthcare.

Read on →
 

Siemens - Manufacturing - Very Large

Businesses nearly triple AI agent deployments — Salesforce

Munich, Germany

Salesforce reports a significant increase in AI agent deployments, with businesses nearly tripling their use over the past year. Siemens, a key customer, uses Salesforce's Agentforce platform to auto...mate lead qualification and routing, enhancing efficiency and sales growth. AI agents are increasingly handling complex tasks across industries, driving execution efficiency and improving customer interactions.

Read on →
 

Thames Valley Police and Hampshire & Isle of Wight Constabulary - Government Administration - Large

UK

Salesforce helped Thames Valley Police and Hampshire & Isle of Wight Constabulary launch a self-service portal for victims. Citizens can check case status and message officers directly. The portal le...d to a 15% improvement in CSAT score and £1.4M in cost avoidance. Contact center call volumes dropped by 10%. The solution was built and deployed in just 15 weeks.

Read more →
 

MIMIT Health - Hospital & Health Care - Small

Chicago, USA

MIMIT Health used Salesforce’s Agentic Enterprise Architecture to unify patient data and automate workflows. They replaced fragmented EHR systems with Agentforce Health, giving care teams a real-time..., complete view of each patient. This led to $1.5 million in annual operational savings, a 15% reduction in inventory costs, and $500,000 less in system maintenance. Providers now spend less time on paperwork and see 40% more patients. Physician burnout dropped to low single digits, and employees save three hours daily.

Read more →
 

Rare - Non Profit Organization Management - Medium

Arlington, USA

Rare used Salesforce’s unified platform to connect farmer data, fundraising, and grant workflows. The nonprofit replaced manual, disconnected tools with a single CRM, improving data access and automa...ting routine tasks. Teams now anticipate 40% more time for high-impact field work. Centralized data helps Rare expand regenerative farming from 17,500 to 300,000 hectares. Salesforce’s automation and AI features support Rare’s global mission and growth.

Read more →

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)

Salesforce Sales Cloud Einstein Integrations

Salesforce Sales Cloud Einstein integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export

4.37/5 ★

Read Reviews (11)
Data Import

4.04/5 ★

Read Reviews (17)

Slack

4.65 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Zapier

4.65 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Few API Integrations for Salesforce Sales Cloud Einstein

Lucidchart

4.52 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Tremendous

4.32 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Viber

4.33 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

KONNEKTIVE CRM

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Copper

4.5 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for Salesforce Sales Cloud Einstein

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Sales Cloud Einstein

Salesforce, Inc. News

Product

Salesforce aims to be your enterprise AI harness, touts AIforce

Salesforce introduces AIforce, an enterprise AI harness designed to integrate data and workflows with AI agents without additional integrations. AIforce aims to unify Salesforce's platform layers, including data, applications, and semantics, enhancing enterprise transformation. The platform features zero data retention and packaged agents for industry-specific tasks.

Read more →
Partnership

Salesforce and Anthropic Announce Claudeforce: The #1 AI Meets the #1 AI CRM

Salesforce and Anthropic have launched Claudeforce, a strategic partnership that integrates Claude's AI reasoning with Salesforce's enterprise platform. This collaboration introduces Salesforce in Claude, a plugin with 37 prebuilt sales skills, enhancing sales automation and enterprise data integration. The partnership also embeds Claude into Salesforce and Slack, aiming to transform enterprise AI applications and productivity.

Read more →
Product

Salesforce Quarterly Highlights: FY27 Q2 Product Releases and Corporate Announcements

Salesforce announced several product releases and enhancements in its FY27 Q2 update. Key updates include the launch of Agentic Advisor, Agentforce Commerce, and Agentforce Help Agent, which leverage AI to enhance customer service and commerce capabilities. Additionally, Salesforce introduced new MCP servers for better integration with Slackbot, enhancing CRM functionalities within Slack. These innovations aim to improve customer engagement and operational efficiency across various platforms.

Read more →
Awards

Salesforce Named a Leader in IDC MarketScape: Worldwide Software Platforms for National Civilian Government AI-Enabled Case Management

Salesforce has been named a Leader in the 2026 IDC MarketScape for Worldwide Software Platforms for National Civilian Government AI-Enabled Case Management. The recognition highlights Salesforce's strengths in mission-specific case management templates, AI investments, and global compliance. This accolade underscores Salesforce's role in enhancing government agencies' efficiency and responsiveness through AI-driven solutions.

Read more →

Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Company Website

https://www.salesforce.com/in/

Year Founded

1999

HQ Location

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

Employees

10001+

Social

Facebook Linkedin Twitter

Financials

IPO