Einstein's predictive analytics transform raw CRM data into actionable insights that help sales and service teams prioritize their efforts.

Einstein Lead Scoring

Automatically scores every lead based on likelihood to convert:

How It Works

1. Einstein analyzes all converted and non-converted leads
2. Identifies patterns: industry, company size, source, behavior
3. Assigns scores (1-99) to new leads
4. Provides key factors driving each score

Using Lead Scores

• Add Einstein Lead Score to list views and reports
• Create assignment rules based on score ranges
• Build dashboards showing score distribution
• Track how scores correlate with actual conversions

Einstein Opportunity Scoring

Predicts the likelihood of closing each deal:

• Score: 1-99 probability of closing
• Trend: Improving, steady, or declining
• Key factors: What's driving the score up or down
• Recommended actions: Next steps to improve the deal

Insights for Managers

• Identify coaching opportunities based on declining scores
• Forecast pipeline more accurately using AI predictions
• Spot deals that need immediate attention

Einstein Forecasting

• Uses AI to predict quarterly revenue
• Adjusts predictions as deals progress
• Identifies gaps between forecast and target
• Provides confidence intervals for predictions

Custom Predictions with Prediction Builder

1. Choose the object (e.g., Case, Account)
2. Define what you want to predict (e.g., "Will this account churn?")
3. Select the outcome field
4. Choose the prediction timeframe
5. Einstein builds and validates the model automatically

Examples:

• Predict case escalation before it happens
• Identify accounts likely to expand
• Forecast product returns
• Predict customer satisfaction scores