"Einstein for Sales"

So, a client gets an email offering a great deal on “Einstein for Sales” in which they state “Your sales team can generate personalised emails to send to contacts and leads, easily summarise calls, and gain valuable insights”.

So, I try to find out what it is they are getting for this quoted pricing, so I can determine what I’d have to set up.

Note: this is not “Sales Cloud Einstein” which is different, it seems to be the previously known as “Einstein GPT for Sales”.

US Add-Ons Pricing Document

Einstein for Sales $75/user/month* Boost sales productivity with generative and predictive AI

Australian Sales Page

“Sell faster with generative and predictive AI, including Einstein Copilot.”

Older stuff

Salesforce Ben Einstein GPT for Sales

“Auto-generate composing emails, scheduling meetings, and preparing for the next interaction.

Surfacing external news for prospect research.

Adding contacts not already in Salesforce.

Generating additional collaboration channels.”

• Wait, News went the way of the dodo last year. Salesforce Ben says bring up the assistant and say “write me an overview of [company name] and include recent news”

• What is an additional collaboration channel?

Aha, maybe this is the key document.

Einstein Generative AI Features

Get Concise AI-Generated Sales Summaries with Einstein (Beta)

Personalize Sales Emails with Einstein Generative AI for Sales

Create Call Summaries Powered by Einstein

Include Product Info in Sales Emails with Einstein Generative AI

Summer 24 Release Notes: Einstein for Sales

“Let Einstein draft sales emails from a sales rep’s inbox and include related information with generative AI. Ramp up on accounts and opportunities by visualizing your contacts in a relationship map. Add buyer profile data to your contacts automatically to avoid manual data entry. Sales reps can draft meeting request emails, with possible meeting slots and a link to the sender’s calendar, using Einstein generative AI.”

Draft Personalized Emails with Einstein

Control Whether Users can Enter Their Own Sales Email Prompt Instructions

Improve the Convenience of Setting Up Meeting Requests

Relationship Selling

Draft Personalized Emails with Einstein

“To use Einstein Sales Emails, users need the Einstein Sales Emails permission set. To let reps access the feature in Gmail or Outlook, set up the Gmail or Outlook integration.”
”Choose between pre-made email instructions (1) or enter your own instructions (2) for Einstein and click Draft Email. The pre-made instructions can be default instructions or custom instructions created by your company’s admin.”

• So that would mean you need Prompt Builder, right?

Salesforce Help: Draft a Sales Email with Einstein Generative AI

• Good, consistent with Release Notes

Use Pre-Made Email Instructions to Draft a Sales Email

“You can choose from pre-made email types and custom email types created by an admin”

• This page links to Prompt Builder help page, but has no other information about an admin creating the emails.

Winter 24 Release Notes: Personalise Sales Emails with Prompt Builder (Pilot)

“To use Prompt Builder, you need the Einstein for Sales add-on”

“This feature is not generally available and is being piloted with certain Customers.”

“To use Prompt Builder, admins need the Einstein GPT Prompt Template User permission set. To use Sales Emails, users need the Einstein Sales Emails permission set.”

• Still unsure if this is the same as “Draft Personalized Sales Emails with Einstein” or a different product altogether? Or maybe they just added on a way of modifying basic email prompts without giving you Prompt Builder? I have no idea.

Winter 24 Release Notes: Create Call Summaries Powered By Einstein

• The only place I can see Call Summaries is part of Sales is in the Einstein section of the Release Notes, but that only says Sales, not Sales Cloud Einstein product. Aha, in Summer 24 Release Notes it says Cloud, Sales and Einstein for Sales is separate from Einstein Conversation Insights.

• Yet it was “sold” to my client as being included, so we will look into it.

“This feature requires Einstein Conversation Insights and Einstein for Sales” and “This feature is available to users with the Einstein Sales Call Summaries permission set and access to a voice or video call record”.
(NOTE: My client does not have any voice call recording capability, in Salesforce or anywhere else, but the demo shows video calls, so is that just Salesforce Meetings linked into Zoom, or do you have to have another licence to record video calls?).

Help Docs: Set up Einstein Generative AI

“Before turning on Einstein generative AI features, ensure that Data Cloud is provisioned and set up in your org”.

• Wait, we need Data Cloud too now?

“ensure that your org meets the prerequisites for any generative AI features you plan to use”

• Contact your AE, yeah, I think we will be going round in circles here.

“By turning on Einstein data collection and storage, you consent to store your Salesforce organization's generative AI activity log and feedback data in Data Cloud. Consent also assumes you’ve reviewed any potential cost implications and assume responsibility for any associated costs”.

• But no way of knowing what the cost is. And there is nothing on the Data Cloud pricing for mentioning AI Activity Log https://help.salesforce.com/s/articleView?id=sf.c360_a_data_usage_types.htm&type=5

• Somewhere else mentions data stream which says “Usage is calculated based on the number of records ingested by data streams with stream processing and the number of records processed by streaming data transforms. Data streams with stream processing include web, mobile, and streaming ingestion API.”

• Again, no way of knowing what that is before turning it on and committing to it. But you get 1 million x for “free”, but how long with that last me and that’s just for Einstein for Sales, what if I actually want to do anything remotely useful with Data Cloud as well?

Help Docs: Set up Einstein Trust Layer

“Available in: Enterprise, Performance, and Unlimited editions with an Einstein for Sales”

“Before you can set up the Einstein Trust Layer, you must enable Einstein Generative AI and configure Data Cloud in your org. Data Cloud is required to ensure that the Einstein Trust Layer functions correctly and protects your data.”

“Data masking is enabled by default. Enable data masking if it’s turned off to allow the Einstein Trust Layer to detect and mask sensitive data”.

• Does that mean we need to pay an extra 10% licence spend for Data Masking on top of the cost of Data Cloud and on top of the cost of Einstein for Sales?