AI Use Cases with Salesforce Einstein

A sales rep prompts Einstein Copilot: "Use sales data to quickly draft an email." The email's topic is "Introduce myself."

Generate a Sales Pitch

Explore how to generate a sales pitch with Salesforce AI and see the use cases, benefits and step by step instructions.

Product or Order Recommendation

Explore how to create a product or order recommendation with Salesforce AI and see the use cases, benefits and step by step instructions.

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A customer service agent reviews customer case history details within Salesforce.

Find and Summarize Similar Cases

Explore how to find and summarize similar use cases with Salesforce AI and see the use cases, benefits and step by step instructions.

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A customer service agent prompts Einstein Copilot for a customer summary. Einstein responds and provides options for next steps.

Answer Customer Inquiry

Explore how to answer customer inquiries with Salesforce AI and see the use cases, benefits and step by step instructions.

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A sales reps prompts Einstein Copilot with the question, "What should I know about Lauren before we meet?"

Client Meeting Prep

Explore how to optimize client meeting prep with Salesforce AI and see the use cases, benefits and step by step instructions.

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An employee prompts Einstein Copilot for a patient's medical history. The response includes condition and recommended action.

Patient Data Management

Explore how to fast track patient data management with Salesforce AI and see the use cases, benefits and step by step instructions.

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A seller on her laptop reviews their daily activity feed, including an upcoming task and a meeting follow-up email.

Sales Meeting Support

Explore how to provide sales meeting support with Salesforce AI and see the use cases, benefits and step by step instructions.

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Create a Close Plan

Explore how to create a close plan with Salesforce AI and see the use cases, benefits and step by step instructions.

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A sales rep next to a view of a screen showing new opportunities. There is a button to draft an intro email using Einstein.

Optimize Sales Opportunities

Explore how to optimize sales opportunities with Salesforce AI and see the use cases, benefits and step by step instructions.

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Image of a customer service sales representative utilizing the Salesforce Einstein assistant for customer inquiries.

Analyze Survey Feedback

Explore how to analyze survey feedback with Salesforce AI and see the use cases, benefits and step by step instructions.

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A customer service agent prompts Einstein Copilot by asking how likely an account is to churn and gets an answer.

Resolve Customer Issue

Explore how to resolve customer issues with Salesforce AI and see the use cases, benefits and step by step instructions.

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A user prompts Einstein Copilot to summarize a customer support interaction about a login problem.

Client Support Summaries

Explore how to create client support summaries with Salesforce AI and see the use cases, benefits and step by step instructions.

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A financial services customer interacts with Einstein Copilot, via chat window, to resolve an issue with a transaction fee.

Transaction Disputes

Explore how to handle transaction disputes with Salesforce AI and see the use cases, benefits and step by step instructions.

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A user fills out detail fields, such as Name and pPogram, in an Einstein AI template for donor gift proposals.

Donor Engagement

Explore how to handle nonprofit donor engagement with Salesforce AI and see the use cases, benefits and step by step instructions.

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A marketer uses Einstein Copilot to generate a personalized offer email for a customer.

Manage Marketing Campaigns

Explore how to manage marketing campaigns with Salesforce AI and see the use cases, benefits and step by step instructions.

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A commerce professional reviews a promotional offer that Einstein Copilot has generated and sent to a customer via chat window.

Generate Promotional Content

Explore how to generate promotional content with Salesforce AI and see the use cases, benefits and step by step instructions.

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Create a Promotion

Explore how to create a promotion with Salesforce AI and see the use cases, benefits and step by step instructions.

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Patient Program Outcome Management

Improve patient engagement and adherence to care programs with AI-powered outcome summaries.

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Benefits Verification

Leverage the power of AI to simplify and enhance benefits verification process.

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Patient Services

Quickly summarize a patient’s medical history including prescription dosages, clinical encounters, and social determinants to inform care decisions.

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Vehicle Insights

Stay on top of vehicle and fleet performance with AI

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Vehicle Insights

Stay on top of vehicle and fleet performance with AI

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Driver Insights

Stay on top of vehicle and fleet performance with Artificial Intelligence

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Billing Inquiry Management

Augment your customer service agents with generative AI to provide personalized, proactive customer support and resolve billing inquiries faster.

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Offer Matching

Improve customer satisfaction and retention by always offering the best pricing and offers compared to competition.

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Quick Quote

With Quote Generation, sellers can create quotes faster and more accurately.

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Personalized Upselling

Utilize Service Level Objective (SLO) monitoring to proactively service customers experiencing degradation and identify upsell opportunities.

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Efficient Inventory Management

DSD Supervisors manage field teams with many complex routes and constantly changing inventory. Save time by providing comprehensive summaries of their inventory status so they can resolve issues quickly.

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Intelligent Account Planning

Sales managers waste time navigating disparate systems to understand the needs of their business. Einstein AI does the work for them by providing a clear picture of their accounts' health so they can sell more, faster.

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Personalized Customer Services

Increase promotion profitability, streamline execution, and maximize customer satisfaction, with Salesforce's trusted AI for Consumer Goods Cloud.

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Academic Operations

Define course and program details and use trusted AI to generate relevant skills.

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Advancement & Alumni Relations

Enhance relationships through personalization, comprehensive data, and intelligent reporting.

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Recruitment & Admissions

Learn how to drive prospective student engagement and exceed enrollment goals with AI

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Student Success

Visualize data quickly and access AI-powered insights on a single student success platform

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Clean Energy Program Advisor

Assist your agents in guiding customers towards optimized energy usage with personalized, informed recommendations on clean energy programs & services.

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Field Service Summary

Help your field technicians reduce visit durations & administrative tasks with intelligent summary generation for accurate, comprehensive reports that incorporate real-time customer data, word order summary, steps completed, job images, and more.

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Account and Customer Service Summaries

Enhance agent efficiency with deep insights into past customer interactions, account history, and service cases, coupled with the capability to summarize chats into clear, concise summaries that capture essential information for improved understanding and follow-up actions.

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Insurance Claims Management

Enhance insurance claims management with AI-generated summaries and automated workflows for financial services.

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Client Meeting Preparation

Ease the process of preparing for meetings by using AI to create brief summaries of recent communications and interactions into one overview.

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Complaints Management

Simplify financial services complaints management with AI-powered tools and AI-generated summaries that expedite the process.

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Personalized Engagement

Use data and AI to create personalized interactions and summaries for clients in the banking, wealth management, and insurance industries.

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Transaction Dispute Management

Skip the manual dispute process with AI-powered tools that streamline transaction dispute management in financial services.

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Benefit Application Review

Access comprehensive application histories and easily compare versions, enhancing decision-making and streamlining management.

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Identify non-compliant issues and licenses

Digital Assessment Generation

Convert paper assessments to digital easily using Salesforce built for public sector.

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Inspection Preparation

Get detailed summaries of prior violations and license compliance, ensuring efficient inspections and timely renewals.

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Participant Recruitment and Enrollment

Find and enroll the right candidates for each study with AI-powered candidate auto-matching capabilities.

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Provider Network Management

Gain a 360 degree view of the network and quickly review provider information and past performance to optimize network adequacy and lower patient wait times.

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Forecast Summary

See how AI can summarize forecast data to provide real-time insights, detect anomalies, and identify trends to improve performance and forecast accuracy.

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Asset Telemetry Summary

See how AI can summarize asset telemetry data to provide an overall asset condition and recommend actions for predictive maintenance.

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Interaction Summary

Use AI to summarize past customer interactions and empower service agents with a comprehensive view of the interaction timeline.

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Sales Agreement Summary

See how AI can help manufacturers generate & summarize sales agreements. Simplify deviation reporting, analyze revenue and margin impacts, and more.

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Asset Service Summary

See how AI can help manufacturers summarize asset data. Get a quick overview of record alerts, open cases, work orders, warranty status, and more.

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Advertising Sales

Deploy trusted AI solutions that will empower you to sell smarter and personalize experiences for subscribers, viewers, fans, and advertisers.

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Carbon Accounting

Use Einstein AI to identify which greenhouse gas categories are associated with different emissions factors and categorize them rather than manually matching factors to categorizes.

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ESG Report Generation

AI speeds up ESG report generation by creating disclosures, verifying key details, and refining responses.

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Fundraising

Salesforce for Nonprofits and Grantmakers delivers trusted, extensible AI built into the fabric of our platform.

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Grantmaking

Salesforce for Nonprofits and Grantmakers delivers trusted, extensible AI built into the fabric of our platform. Use our AI to create customizable, predictive, and generative AI experiences to fit all your organizational needs, safely. Bring conversational AI to any workflow, user, and department with Einstein.

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Program Management

Salesforce for Nonprofits and Grantmakers delivers trusted, extensible AI built into the fabric of our platform.

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