"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 (or is it?), 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

• Note the Australian Add Ons Document does not even mention Einstein for Sales, it only mentions Sales Cloud Einstein

Australian Sales Page

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

In really really tiny print “Einstein for Sales: Limited credits included. Additional credits available for purchase”

• But then that page also says that “Data Synchronisation and Harmonisation” is included in EE without mentioning any limits etc, and they have an out because it is actually Data Synchronization and Data Harmonization that is the features of Data Cloud. But then the US Page also says it’s included.

Einstein Cheat Sheet

Wow, finally some answers, bu are they?

• Einstein Copilot

• Einstein Copilot Sales Actions

• Generative AI

• Prompt Builder

• Einstein Automated Contacts

• Oh wow, some Sales Cloud Einstein Features

  • Einstein Lead Scoring

  • Einstein Opportunity Scoring

  • Einstein Forecasting

  • Einstein Activity Metrics (Activity 360)

  • Sales Analytics

• And Premium EAC, which I don’t know what that is

This document completely contradicts Help Document: Einstein Features in Sales Cloud

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” however, Another page says “The summary doesn’t include news related to the account or company.”

• 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

Help Docs: Einstein Generative AI for Sales

This is under the heading Increase Productivity with Sales Cloud Einstein. Sales Cloud Einstein seems to consist of EAC, Einstein Automated Contacts, which is not EAC, and Einstein Generative AI for Sales.

• All the other Sales Cloud Einstein features like forecasting, Opportunity Scoring etc are not under that heading, which is weird.

• More credence to “Einstein for Sales” is NOT “Sales Cloud Einstein” Sales Cloud Einstein “Available with Sales Cloud Einstein, which is available in Performance and Unlimited Editions, and for an extra cost in Enterprise Edition.”

• More credence to Automated Contacts not being in “Einstein for Sales” Einstein Automated Contacts says “Available with Sales Cloud Einstein, which is available in Performance and Unlimited Editions, and for an extra cost in Enterprise Edition”. But why oh why would you want Contacts automatically added to Salesforce?

“Einstein Generative AI for Sales connects your sales data with the generative capabilities of artificial intelligence (AI) and large language models (LLMs). With Sales Emails, your sales team can generate personalized emails to send to contacts and leads. Your team gets precious time back in their day by getting nearly-there drafts, already contextualized and grounded in your Salesforce data. And because trust is our #1 value, you can rest easy knowing that your data is secure.”

“Available with the Einstein for Sales add-on, which is available for an extra cost in Performance and Unlimited Editions”

• So not Einstein for Sales is NOT available for an add on in EE? First time we have seen this.

Einstein Usage

“The use of generative AI capabilities, in either a production or sandbox environment, consumes Einstein Requests and possibly Data Cloud credits.”

“Einstein Requests are available in: Enterprise, Performance, and Unlimited editions with an Einstein for Sales, Einstein for Platform, or Einstein for Service add-on”

“the specific entitlement indicated in the Usage Details table on the Order Form for such Services”

“Use of generative AI features may also consume Data Cloud credits.”

“The API call size factor is calculated by: ● adding the size of the prompt request plus the size of the LLM-generated response, in words ● dividing by 1,500 words, and ● rounding up to the next highest integer”

• Then times that by 10 for the LLM Factor.

• With Einstein generated emails, you have no idea the word count in the prompt if you can’t access Prompt Builder or the logs.

“An API call of the Standard usage type with 3,250 words will consume 30 Einstein Requests.”

Considerations for Einstein Generative AI

“Your prompts are sent to large language model (LLM) servers in the United States, and some latency can occur.”

• Wait, I thought that was the whole point of Hyperforce so it can be done in your own country, but of course Salesforce is just shifting this off to one of the other LLMs so that’s cool it’s their water that we are using and their dinosaurs that we are burning, so it doesn’t matter to us, hey?

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.

Use Einstein Generative AI and Personal Email Instructions to Draft a Sales Email

“To use this feature, ensure that Add Email Prompt Instructions is enabled”

• Nothing about admin modifying the email still, this is just make it more formal or less formal

Control If Users Can Enter Their Own Sales Email Prompt Instructions

“Available with the Einstein for Sales add-on”

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.

Help Docs: Call Summaries Powered by Einstein Generative AI

“Available in Enterprise, Performance, and Unlimited Editions with the Einstein for Sales add-on and Einstein Conversation Insights.”

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

“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?

• Maybe not, it says “Available in: Enterprise, Performance, and Unlimited editions with an Einstein for Sales”

“Data Masking isn’t always available in all features. Ask your Salesforce account executive for more details.”

Predictive AI

• Well I can’t link to it because I can’t see anything in the help docs to explain what “Predictive AI” that the Sales page tells me I’m getting, is.

• The only mention of Predictive AI is Einstein Prediction Builder, which you can apparently have one active at any time… is that what they mean on the sales document?

Einstein Copilot

“Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons”

• OK, so yes, we do get it?

“Setting up a copilot doesn’t require any special expertise or coding skills. Just enable Einstein Copilot, and your copilot can assist your users with common tasks in Salesforce, such as summarizing records, drafting emails, and finding records.”

“It’s also easy to extend your copilot by using preexisting Salesforce platform functionality. For example, if you have a flow in Salesforce that can make product recommendations, you can add that capability to your copilot as a custom action with a few clicks.”

• Oh so we get the Flow bits too?

• That must mean we get Prompt Builder

• But of course, then the consumption cost of the Copilot Actions must be taken into account.

• Aha, but many of the copiliot Standard Actions don’t cost any money.

“Apex classes, flows, and standard invocable actions don’t require an LLM call to execute, but prompt templates do”

“Some actions are more complex. For example, the Summarize Record copilot action references the Summarize Record standard invocable action. The standard invocable action then calls or dynamically generates one of several prompt templates to create a summary, depending on the type of record to summarize and user access.”

“The number of LLM calls can also depend on user behavior. For example, the Draft or Revise Sales Email copilot action calls different prompt templates to create and revise an email draft. The number of LLM calls depends on the number of revisions the user makes to the email.”

• Look through every page in the Standard Action Reference to see if it will cost any money

• You don’t get Create a Close Plan Copilot Action because that required Activity 360 which is only part of Sales Engagement or Sales Cloud Einstein.

Release Notes: Draft Meeting Requests

“When a seller asks Einstein to schedule a meeting with a customer, the Send Meeting Request copilot action drafts an email to request for a meeting. The draft contains three possible meeting time slots and a link to the sender’s calendar.”

“Einstein generative AI is available in Lightning Experience. This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions with the Einstein for Sales add-on.”

Help Docs: Send Meeting Requests Actions

Other things you can do:

Meeting Follow-Up Email

• Requires Einstein Conversation Insights or “If the ECI feature isn’t enabled, this action creates a sales email using a template, without having any information related to the last call.”