Einstein Analytics

Einstein Analytics

Integrating Salesforce Einstein Analytics With Tableau

Tableau has been among the foremost tools that people use to understand and analyze data. A step forward on the way towards progress is the collaboration of Salesforce and Tableau. What the blending of these two technical platforms has done is given more scope to businesses to make decisions that are in favor of their development and which empower everyone within the system. As we have already pointed out, an unprecedented milestone is the integration of Salesforce Einstein with Tableau.


What does this collaboration mean for users?


  1. Connecting Data: This integration will make sure that you connect data seamlessly across sources, be it Salesforce or external data, or any other source.


  1. Outstanding Analytics: It offers outstanding visual analytics of Tableau blended with incredible AI capabilities of Salesforce Einstein Analytics.


  1. Actionable Outcomes: This experience will yield actionable outcomes for users, enabling them to make decisions with more clarity.


Bringing Tableau and Einstein Analytics Together

Be it Salesforce Einstein or Tableau, both are designed with different visions and they offer different functionalities.


As we know, the Tableau platform provides limitless data visualization and exploration. It enables smooth connectivity to data across sources and has optimum potential for integration. The foundation technology of Tableau is VizQL, whose job is to convert user actions into interactive visualizations. This helps you to explore the data better and have a more coherent understanding of the same. The best part about this tool is its compatibility with a variety of data sources, offering remarkable data access to users.





On the other hand, Salesforce Einstein Analytics was created for the hassle-free integration of tools throughout the Salesforce platform. It was designed with the objective of syncing with Salesforce CRM applications. Salesforce Einstein Analytics provides intelligent experiences to users as it seamlessly combines both internal and external data. This offers unmatched insights to users and they feel technically elated upon using the Salesforce domain. It also has Enterprise AI/machine learning capabilities, so that businesses can build meaningful predictive models that help in the productivity aspect of the CRM workflow.


The first singular motive of this integration is to offer predictive modeling capabilities of Einstein Analytics in Tableau. It is a great innovation in the execution of technical insights, machine learning-powered predictions, and recommendations to the Tableau platform.


Whether you are looking for predictions, suggestions, or explanations, The Einstein Discovery dashboard extension will enable these in the Tableau dashboard. Built within the Salesforce ecosystem, Einstein Discovery is an AI-driven technology, which identifies statistical patterns in the data that is being registered and thus gives you adequate insights. You can thus leverage this data to create amazing predictive models. By using these models, companies can presume user behavior and preferences vis-a-vis products and services.


Below are some remarkable features of this powerful integration:


  • Salesforce Einstein Dashboard Extension: It is a fresh dashboard extension, which will offer explanations, predictions, and suggestions in Tableau to enhance the assumed outcomes. People who have access to the viz can get a clear picture of the future endeavors, and thus offer suggestions for relevant actions without any coding.


  • Einstein Calc: Integrating Salesforce Einstein Discovery with Tableau’s calculation engine is yet another achievement. When you drag and drop the assumed calculation in the viz, it will offer you real-time predictions.


  • Tableau Prep Builder: Tableau Prep Builder makes data visually stimulating and easy to comprehend. Integrating this with Salesforce Analytics will allow people to access complex data as it is automatically converted into interesting representations by the integration. It basically gives Salesforce Analytics an edge.


How can we make the accessibility to data easier and convenient? Well, let us understand this dynamics for data managed in Salesforce and Tableau:


  • Tableau enables the analysis of Einstein Analytics data: Tableau has the ability to question and delve deep into the data sets in Salesforce, hence, offering outstanding data exploration of Tableau queries for CRM data. What it essentially does is that it blends together the performance, data intensity, and security of Einstein Analytics with the Tableau platform.


  • Writing data to Tableau: Einstein Analytics has the ability to write data to Tableau.


  • Tableau Prep writing data: On the other hand, Tableau Prep can write data both to Tableau and Einstein Analytics, offering convenient usage of platforms to users as per needs.


With the integration of Salesforce Einstein Analytics with Tableau, people need to create analytics content just once. They can thereby access this content from anywhere and everywhere. This integration offers an uninterrupted user experience. You can now indulge in visual exploration, create predictive models for your business; publish content in Tableau and Salesforce, etc.




How can you connect Salesforce and load data into Tableau?

Well, this process is rather simple. With the native Salesforce connector that Tableau has, you can easily connect with your credentials and thereby authenticate it. When you drag the opportunities object onto the canvas, it will offer you the sources and structure as the original dashboard. You will be able to view some important metrics for all managers in this dashboard. The aim here is to have different views for each of these managers.

With the advancement in the domain, it is no news that data is the king today. However, the ease with which this data can be accessed and managed is what decides the future. And on this note, we are sure that the integration of Salesforce Einstein Analytics and Tableau comes at the right time. It is an opportune moment for people using the Salesforce platform and ones who are thorough with Tableau. It would not be wrong to say that this is among the most sought-after platforms for data analytics. 

To learn more about Tableau and its integration with Salesforce, get in touch with our team at CEPTES. When you want to make the most of your data and create sustainable businesses for the industry, what we wish is to simply elevate the process and make it happen!

Einstein, Einstein Analytics

Salesforce Einstein Analytics: How It is Beneficial For E-Commerce Transformation

In the past few years, automation has turned out to be one of the major aspects of business transformation.

Whether it’s a business or its customers, everyone is able to derive insights and value out of automation and other analysis tools.

When it comes to automation for e-commerce businesses, Salesforce’s Einstein Analytics has changed the way businesses have been looking at data. Its AI-based program allows adapting to newer data easier, accurate & faster than ever.

So, let’s find out what Einstein Analytics is, its features, and how it can help your e-commerce business transform into an efficient operation.

First, Let’s Understand Salesforce Einstein

Salesforce Einstein is an artificial intelligence engine that is built and integrated into the Salesforce CRM platform. With Salesforce’s Einstein tool a business can improve its customer experience manifolds by deploying AI-based technologies at the places it is required at.

From closing leads faster to showcasing product options that your consumer might like, and even following up on time, Einstein can handle it all.



What Does Salesforce Einstein Analytics Offer?

In order for us to help you understand why you should go for Einstein Analytics, let us tell you what it actually does. The features we’ve mentioned below are the ones that align with your business goals, to give you a better context.

  • Empowering employees for decision making

Salesforce Einstein Analytics is the perfect tool to ensure your employees have a sense of accountability.
While the easy-to-use interface of Salesforce Einstein makes it a quite universal tool, the fully-accessible dashboard allows your team to take actions from one place.
This sense of accountability can certainly ensure streamlining of your internal operations and making dynamic decision-makers.

  • Combining data for powerful results

The tool can help you in data contribution from all the sources.

In order to ensure that there are actionable steps to be taken, you need insightful data. Salesforce Einstein allows you to connect different data sources to boost your business operations.

It allows you to connect sources such as SAP, AWS, Google BigQuery, and more. This doesn’t only make it a versatile tool, but very convenient as well.

  • Insights Discovery

While Einstein Analytics helps you understand what has already happened, it also helps you understand what might happen as well.
Based on the data that is served to Einstein Analytics, the Discovery tool can produce results that are predictive of the future and provide the best insights to you.

  • Predictive Customer Insights

Adding on to what’s mentioned above, Einstein Analytics can help you deliver insights based on your consumer’s behavior.
Say, a consumer’s usual behavior requires them to be reminded of checking out after adding items to their carts. The Einstein Analytics tool, along with Salesforce’s add-ons can help you identify these customers, and tweak your website to make the payment page easy to spot & access.

  • Personalized Experience

This might just turn out to be one of the most prioritized & best features of Salesforce Einstein Analytics.
The entire personalization experience relies heavily on Einstein Analytics, which then provides that very data to its other siblings to take action.

How It Can Help With Sales?

Einstein Analytics can actually help you in figuring out how to increase your sales. From ensuring an invested performance to figuring out what’s not working out in your customer’s journey, this Analytics tool can help you with all of that and more. Let’s find out how.

  • Performance

Your company’s sales team can look into how each and every aspect of the performance of your entire sales process.

From the first point of contact till making the final sale, every data point is accessible on one dashboard that makes the entire process transparent and easy to use. Due to this very feature of Einstein Analytics, it helps you assess the performance of your sales.

  • Forecast & Prediction

Einstein Analytics can help your sales managers estimate sales & revenue precisely.

With the help of forecasting tools, based on data provided by Einstein Analytics, a precise plan of action can come in place for you to generate sales. This includes when your data says the chances of closing a lead is higher when it is not and more.




  • Whitespace Analysis

In simplest of words, a whitespace analysis is figuring the gaps out in a company’s current business operations and figuring ways out to fill that gap with newer strategies.

With the correct analytics, you can get that done. Einstein Analytics helps you figure out ways in which your data points might help your business conduct sales, and improve its numbers over time.

  • Pipeline Management

With the help of Einstein Analytics’ real-time data updates, your sales team can look into the areas that are working, and areas that simply aren’t.

The various areas of data allow your sales team to look into the different stages of the sales process and how they’re making things work. Moreover, adding to this dynamic nature of the Salesforce Einstein platform, allows your team to take important decisions for better results, at a faster speed.

  • Automation

When you automate a process, you don’t just make it faster, but you get more time to look into other aspects of your business.

While manual data entry might be the way to go for many firms, automating the entire data entry process allows you to make it free from human errors. So, while Salesforce makes sure your data is safe, secure & accessible, your team can work on more important areas of operations.


Einstein Analytics might not just help you with what worked for you in the past, but what’s going to come for you in the future.At Ceptes, our expertise in Salesforce expertise allows us to ensure that when you implement Salesforce, you do it effectively. Want to know how Salesforce Einstein Analytics might be a game-changer for your company?

Request a consultation today and our team will answer all your queries.

Einstein, Einstein Analytics, Marketing Cloud

Best Practices to Boost Email Marketing with Salesforce Marketing Cloud & Einstein AI

In today’s world AI is being used through the marketing lifecycle to meet the customer’s expectations, get a competitive edge, and in the long run to improve the business margins.

Marketers worldwide reported that AI alleviates their overall marketing efficiency by helping them in creating 1-to-1 marketing campaigns across every touchpoint.

Generally, AI lends a helping hand to marketers in personalizing customer journeys & enhancing channel experiences, improving customer segmentation, and crafting dynamic & hyper-personalized email campaigns.

And one of the leading examples of AI in Marketing is Salesforce Marketing Cloud (SFMC) and Einstein AI!

One of the world’s most popular Marketing CRM solutions, Salesforce Marketing Cloud automates and streamlines marketing activities across multiple touchpoints. Email Studio, a significant part of it, is used to send personalized emails, track & optimize email performance.

And what is Einstein?

Einstein is a complete AI platform built into Salesforce Marketing Cloud (and many other Salesforce offerings) whose comprehensive AI capabilities helps marketers in:

  • Build audience groups & segments
  • Discover relevant insights about a particular Email Marketing campaign
  • Create personalized cross-channel experiences

Here, we have collated some practices for the marketers to harness Salesforce Marketing Cloud and Einstein in the best way to plan, execute and boost their Email Marketing campaigns:


1. Identify and segment your audience

Today the marketing landscape is customer-focused. It is irrational to think that your target audience is one identical group who can be delighted with a generic campaign.

Audience Segmentation is necessary, to make sure that “The right message is delivered to the right person at the right time.”

AI enables email marketing specialists to predict and pre-analyze the most likely actions their subscribers can take on receiving their emails.

Salesforce Marketing Cloud has AI & predictive analytics, which helps marketers in segmenting their audience quickly and precisely by finding new and relevant audience segments.

Best practice: 

  • Perform a deeper audience analysis and find new personas
  • Collect high-level information about the main audience, like their interests and disinterests
  • Treat the new personas as sub-segments and make their journey more personalized


2. Create personalized messages that delight your audience

Today’s world has turned into a noisy place for customers who are constantly bombarded with marketing messages from all around. The only way to stand out is by personalizing your messages that tell them “What’s in it for them”?



Einstein AI helps you to learn more about the audience preferences, interests, and past behaviors. “A boon for Email Marketing Campaigns” -Einstein AI aids in generating the right offer for each customer dynamically.

Best practice: 

  • Generate multiple offers for the target audience
  • Establish which segment would receive which offer through metadata/rich tags
  • Integrate dynamic fields into the content linking them to the tags and metadata
  • Automate the campaign with Einstein’s recommendation engines and built-in ML capability


3. Engage with customers on their terms

Customers can be capricious. If they dislike your message or find it not aligned to their goals /needs/challenges, they will not hesitate before unsubscribing from, or opting out from, or blocking your email message.



After the audience segmentation, AI capabilities like predictive attribution & sequencing help marketers establish the perfect messages, their frequency & volume, and relevant channels to keep customers engaged.

Best practice:

  • Perform a regular audit of the messages along with send frequency and channels
  • Leverage AI to find customer preferences and optimize and improve your Email campaigns
  • Run A/B or multivariate testing and regularly assess the impact of the AI-optimized campaigns


4. Analyze your campaigns and improve the future campaigns

With capabilities like probabilistic attribute, data normalization & harmonization, marketing teams can get a comprehensive view of their email campaign cost and performance.



With predictive campaign insights & recommendations, discover ad spend optimization ways and thus bring out the best possible ROI from the campaigns.

Best practice:

  • Utilize Einstein’s predictive attribution & sequencing feature and optimize channel and journey engagement following your marketing and branding goals
  • Einstein Engagement Scoring helps target Email Studio customers so that you can maximize engagement and conversions


Summing Up:

Manually designing, executing, and analyzing email marketing campaigns is tedious and has become old-fashioned. And why continue to use those inconvenient, uncertain methods? Leverage the AI-powered Salesforce Marketing Cloud and make the most out of every engagement a customer has with your email.

CEPTES’ provided customized Marketing Cloud Solutions helps you fuel your customer journey through personalized interactions.

Connect with us today.

Einstein, Einstein Analytics

How to boost Sales through the Salesforce Einstein Opportunity Scoring?

Your business needs to focus on the right opportunities to make more deals. Knowing the right sales opportunities would help in prioritizing and acting on those prospects to finally clench them. 

This is where Salesforce comes into the picture as it offers a system called Einstein Opportunity Scoring that tells you the possibility of an opportunity to be won. 

This system gives every opportunity a score from 1 to 99 using the analysis based on artificial intelligence. The likelihood of an opportunity to be won is easily demonstrated with these scores. You can prioritize opportunities with these scores and convert more deals in your business!!

Now, let’s explore how this system works out, and how you can provide your business an edge over other competitors with this feature!

How does the Salesforce Einstein Opportunity Scoring work?

In the age of digitalization, an analysis of past opportunities is done by the artificial intelligence system for calculating scores in Einstein Opportunity Scoring. The system studies your closed opportunities (closed-won and closed-lost) and makes the list of factors that impact your scores.

These factors include important details of every opportunity, its history, and information about the related products, and prices. Your scores are then calculated in light of this scoring model, and get updated after every few hours to ensure their accuracy!! 


Moreover, you can also customize your scoring model as per your business requirements by removing some records or custom fields from the scoring criteria. Another best part of this system is the refreshment of the scoring model after every 10 days due to the dynamic nature of the business world.

How can you avail this feature?

You will get to avail Einstein Opportunity Scoring with a Sales Cloud Einstein license. Don’t worry if you do not have this license or Sales Cloud Einstein product suite as this feature would be available on a rolling basis to all customers without this license.

This feature is available in both Salesforce Classic and Lightning Experience. However, if you are using Lightning experience, you need to turn on Einstein for using it. Salesforce Government Cloud customers would not have access to this feature without the Sales Cloud Einstein licenses.

What are the advantages of Opportunity Scoring for your business?

The score sheet in the opportunity scores provides you with the set of positive and negative factors affecting your sales opportunity. This gives you a holistic view of every opportunity and helps you in ascertaining the focus area of every deal. Further, you are also provided with suggestions for improving your scores.

The system also helps you in reminding the opportunities if you lose track. This potentially avoids the loss of deals and impediments in decision-making. Looking at the low opportunity score, sales representatives can take the assistance of the sales manager in improving the count of that opportunity.

All these advantages provide a higher success rate to your business when you end up getting more closed deals with this system!!

How can you improve your Einstein Opportunity Score?

In order to ensure more closed deals, you have to constantly improve your opportunity score. 

  • Make sure you don’t lump all your opportunities in one account. Distribute all your opportunities in relevant accounts to ensure the correct scores. 
  • Never forget to enter lost opportunities as your scores are generated after examining past wins and losses. So, you won’t get reliable scores if you enter only selected opportunities.
  • Always enter opportunities into Salesforce at the earliest, i.e the first stage of the sales process. You have to make sure your opportunities do not stay in the same stage for so long as it would make the scores redundant. You will have a good track record of success if your opportunities move to a higher stage.
  • Further, enter the correct close date of the opportunities as you might have an adverse impact on your scores if you enter an overdue close date. The standard fields, such as amount, probability, close dates, should be updated regularly for a higher score. And don’t forget to complete all fields on your opportunity record to get the most accurate scores.

Make a note of all these suggestions, and improve your opportunity score on Salesforce!!

When will your scores not appear?

It may happen that your score for a particular opportunity is not visible. It could be because of the following reasons:

  1. When you would first-time use this feature, it may take around 48 hours before your scores become available.
  2. The score would be removed if there is a closure of the previously scored opportunity.
  3. The score would also not appear if the opportunity is excluded from Einstein’s scoring process by the admin.
  4. Addition of the opportunity in less than 6 hours.
  5. When there is not enough opportunity data, your scores won’t be calculated by Einstein.
  6. Scores for the opportunities related to a person account would not be available if opportunity scoring has been turned on by default. Turn it off and then switch it on again if you need the scores for these opportunities.

What are the data requirements for this feature?

  1. There must be a minimum of 200 closed-won and 200 closed-lost opportunities in the last 2 years. Each of these opportunities should have a lifespan of minimum of 2 days.
  2. An average of one update to every closed opportunity is shown in the opportunity history.
  3. Make use of the standard opportunity Stage field.
  4. Avoid skewed scores if you have an extremely high or low win rate. Always set the opportunities to the correct closed stage to keep away from this issue.
  5. Collect enough opportunity data to build your own scoring model, and get customized results as per your business needs.


Now you can maximize your sales with valuable insights and predictions of opportunity scoring. We hope you found this piece helpful. If you wish to know more about Einstein Opportunity Scoring, do go through our blogs section

At CEPTES, we are a Salesforce consulting partner offering end-to-end Salesforce solutions. Reach out to us, we’ll be happy to assist you. 

Thanks for reading!

CRM, Einstein Analytics, Sales Cloud

Enhancing your Salesforce CRM performance with Einstein AI

We all agree Artificial Intelligence (AI) is a disruptive technology in today’s data-driven business world. There are vast amounts of data generating from multiple sources, and it is nearly impossible to collect, store, use, maintain, and access all the data.

Data is the new oil and it is extremely essential for businesses to unlock data secrets in order to achieve better business results. Salesforce as the #1 CRM provider in the world has been transforming businesses of various sizes & types by optimizing critical business processes. And data is playing a significant role in this. Data that is not being used properly is of no use. Even storing & maintaining the data comes with a huge cost. 

Here analytics plays a key role in helping enterprises leverage the power of their CRM data in order to give customer insights so that every customer interaction can be personalized with higher engagement. Salesforce is no different. With the help of next-gen analytics, enterprises can extend the power of the platform and accelerate their journey to success. 

  • An efficient method of data management
  • Optimized way of sales strategy
  • A more accurate way of sales forecasting
  • Increased customer satisfaction
  • Reduces the cost
  • From purchase history, it can determine the buying trends
  • Better sentiment and intent analysis recommends products and up-selling
  • Increases productivity

Einstein Analytics which is the only business analytics solution native to Salesforce, allows users to accelerate sales, enhance customer service, optimize business processes, and maximize ROI from their marketing campaigns. 

Now the main topic arises, How Einstein AI enhances CRM performance?

  • Einstein AI mainly works on Sales, Marketing, and Services.
  • The AI spends time with customers, knows the customer needs, and then predicts the best next step. It understands the points where business lags, and it indicates to expand your business better.
  • Einstein AI keeps a check on the social media platform and decides what people like the most. By this, it predicts the best customers at every campaign, reaches them at the right time to deliver the right services and products.
  • Knowing the customer’s needs can cross-sell and upsell the product at the right time, and it can predict the product break before using that product.
  • Einstein AI has shown significant change and development patterns in the business, shifting the domain from business-oriented to customer-oriented.
  • Einstein AI takes care of the past reviews for guiding light to the future strategies. If that service or product is highly appreciated, it works to make it better, and if the service or product is criticized, it works to reflect better results.

You will be astonished to know that,

  • Einstein AI can work very smoothly without hiring a data scientist.
  • It can automatically simplify and predict the routine tasks. 
  • It can manage the customer responses and creates more enthusiasm within the customers to buy the products.

To summarize,

  • Einstein AI works very smoothly; it manages every customer’s responses and deals with every customer properly to enhance the business and increases productivity.
  • It checks every customer’s interest from their social media and deals with that type of product.
  • The Einstein AI checks the past responses and makes the service or product the better way for the future, and it also checks the customers’ criticism, and it reflects to give the best results. 
  • Einstein AI works without any data scientist, and it manages customer responses to create satisfaction within the customers.

CEPTES, as a Certified Salesforce Silver consulting partner with over a decade of technical expertise, provides the service starting from the initial build to test and deploy with an accelerated development cycle. 

To give your employees and partners a consistent view of data and access to new insights using Einstein Analytics, get in touch with our team.

Einstein Analytics

Salesforce Brings Voice to Every Customer Experience – Einstein Voice Capabilities

Dreamforce 2019 is in full swing & Salesforce has already introduced some groundbreaking features. The day one of the Dreamforce witnessed a major push for Einstein AI. Einstein has been Salesforce’s go-to product since its launch in 2016. The majority of Salesforce customers are using Einstein analytics to get business insights. With the introduction of Einstein voice capabilities, Salesforce is bringing a voice to every customer experience spanning across the Salesforce Customer 360 Platform. 

Einstein Voice Assistant will guide at every action, insight, and prediction which will make Salesforce users more productive on the go. Einstein Voice capabilities will help developers and admins develop custom voice-powered applications with a few clicks. With this, new solutions for service and sales teams will apply natural language processing to voice conversations and deliver insights that drive intelligent & personalized customer engagement. 

Voice has become the most adopted way of communication in day to day life. A big majority of the people are already using a voice-activated device to perform multiple tasks without tapping a keyboard. Salesforce is helping companies bring voice’s potential to CRM to transform the way we work. 

Einstein Voice Assistant was introduced for the first time during Dreamforce 2018. It was meant to help sales reps to talk to Salesforce in order to perform regular CRM tasks. This helped sales reps focus more time on their core work. This Dreamforece, Salesforce announced that it is going to expand the Einstein Voice Assitant capabilities powered by Einstein Voice Skills that will help admins & developers to create custom voice apps across the Customer 360 Platform in just a few clicks. 

With Einstein Voice, manual data entry and navigation can be eliminated and developers/admins will be able to build custom skills for CRM action like updating a field, creating a task or reading out a prediction. Apart from this, powered by Einstein, new voice intelligence uses natural language processing to call transactions helping sales reps and service agents with insights and trends that will drive personalized & intelligent engagement.  

Service Cloud Voice

The new Service Cloud Voice enables integration between telephony inside Service Cloud that includes integrating phone, digital channels, and CRM data in real-time in one centralized console. Service Cloud Voice can also integrate with transcription services that convert voice to text in real-time. One of the other advantages of this new Service Cloud feature is, it can enable Einstein to show relevant AI-powered recommended responses, knowledge articles and the next best actions for service agents on voice calls. 

New Einstein Call Coaching for Sales Cloud

With this new feature of Sales Cloud, sales managers can see insights and trends within conversational data. NLP identifies keywords in sales call transcripts, sending alerts of trends like a spike in competitor mentions. These insights can be used to provide sales reps with personalized inputs to improve the customer buying experience. 

Voice Interoperability: Einstein Voice for Any Device 

As part of Salesforce’s voice interoperability initiative, Einstein Voice Skills will be compatible with a wide range of devices from smart speakers to smart devices.

*source: salesforce 

Einstein, Einstein Analytics, Marketing Cloud

Salesforce has Introduced New Einstein Email Capabilities for its Marketing Cloud

Salesforce has recently introduced new email features in its Marketing Cloud in order to make email capabilities more efficient. The new Einstein Email capabilities will help new-age marketers enhance their productivity, send more personalized emails and drive more customer engagement. 

Salesforce’s intelligence platform Einstein Analytics is currently helping marketers get valuable insights in order to run more efficient campaigns as well as drive high-level personalization. Salesforce has now introduced enhancements on its email content selection, copying and messaging front. Einstein Content Selection, a powerful feature automatically recommends assets to use throughout messages that are customized to customer’s specific interests. 

Einstein Copy Insights uses natural language processing (NLP) to identify most engaging words and phrases for email subject lines, text messages and social media copy to improve engagement. With the new Einstein Messaging Insights, marketers will be now notified which email journeys or messages are underperforming or overperforming. This will help them to take future actions. 

Apart from these, Salesforce’s acquired Rebel (Interactive email provider) team will now enable creating interactive emails that will allow recipients to take action directly within an email. This is similar to AMP for Gmail where users browse image carousels, fill forms, register events, etc. directly from their inbox. Salesforce is planning to launch this pilot early in 2020 with its Email Studio & Journey Builder. 

Salesforce has also introduced two features to boost email marketing journey template creation. Journey Templates supports the sharing of templates across organizations. Einstein helps it to be more effective by recommending better performing content, text, or journey paths. These new features will automatically identify errors prior to springing a campaign and also identify items that require improvements. 

Email marketing has been one of the top drivers for marketers. A majority of the SMBs rely on email marketing for customer acquisition. Personalization is the key when it comes to improving email marketing for engagement and sales. These new Einstein capabilities in the email powered by AI & interactive email components will surely help marketers improve customer engagement. 

To get the best of your Salesforce Marketing Cloud investments and to make your email marketing more efficient, please get in touch with our Certified Marketing Cloud experts. 

Also Read: Decoding Einstein Analytics & how it is integrating data to accelerate business success


Einstein Analytics

Decoding Einstein Analytics & how it is integrating data to accelerate business success

In today’s connected world, data is at the center of every business decision. Research shows that every day 2.5 exabytes of new data is being generated. Isn’t that huge? As a business grows, it adds new users and generates even more data. Data volume is growing at a radical pace and we just can’t stop it. However, data is the greatest source for businesses to understand their customers and themselves. According to McKinsey & Co, businesses that embrace data-driven strategies witness 5% higher productivity and 6% higher profits than their competitors. 

The dependency on data for business growth is only going to increase as more and more digital data becomes available. But, to remain competitive, a business needs to do more than just collecting data. In order to achieve a higher competitive edge, business needs to be proficient of capturing, analyzing and deriving valuable insights from every piece of data available from all source, and most importantly in real-time. And believe it, Einstein Analytics is the solution your business need. 

How Einstein Analytics is connecting data?

If you are using any of the Salesforce Cloud solutions (Sales Cloud, Service Cloud, Marketing Cloud, Financial Cloud, etc.), you can use Einstein Analytics to discover insights, predict outcomes, find recommendations, and act smartly on a comprehensive AI-powered analytics platform. Einstein Analytics helps you make the right business decision every time using analytics that go beyond any other BI software. 

With Einstein Analytics in place, data can be brought in together from multiple sources by enabling the ‘Data Sync’ feature. When we say from multiple sources, it doesn’t only refer to your Salesforce system. You can connect objects from all your external sources including AWS, Google, SAP HANA, Heroku, NetSuite and also On-premise systems in order to visualize your entire business in one screen. 

External data ConnectOne of the best capability of Einstein Analytics is data manipulation. A high volume of data collected from multiple sources can be manipulated within Einstein Analytics to get prediction reports. Einstein Discovery enables users to identify relevant facts and themes using data in their Einstein Analytics datasets. Let’s talk a little more about Einstein Discovery.

dataflow for data manipulationOnce you are done analyzing Einstein Analytics dataset, Einstein Discovery quickly sifts through a huge volume of data to find important correlations and make accurate predictions. Einstein Discovery answers key business questions including what happened (outcome), why did it happen (factors), what are some possible actions that could improve the outcome (improvements), etc. 


Einstein Analytics offers an intuitive dashboard that can be customized. You can create your own dashboard embedding multiple data. Different pie-charts, tables, images can be used in the dashboard for better user experience and understanding. Einstein Templated Apps make it easy for you to get started. These pre-built templates help you quickly create best-practice dashboards and KPIs that you can use to drive business success. You can get the exact information you need by tailoring analytics to your business, all in a real-time. Whereas the Faceting feature enables the fastest and easiest way to connect widgets on a dashboard. All faceted components on the dashboard can interact with each other. Einstein Analytics has a lot of customized filters that help users have a view of the information they want to see. 

templated apps

Businesses using a Salesforce system and dealing with a lot of data must leverage Einstein Analytics to get the best out of their data. Einstein Analytics is a thriving success enabling Sales Analytics, Service Analytics, Field Service Analytics, Marketing Analytics and much more all within the world’s #1 CRM platform. 

Top 5 Benefits

  • See trends by connecting data from any source, right into Salesforce.
  • Customize and extend your analytics to match your needs.
  • Make smarter decisions with AI-augmented data discovery and explanations.
  • Get predictions and recommended actions.
  • Deliver augmented analytics on the world’s most trusted cloud platform.

To give your employees and partners a consistent view of data and access to new insights using Einstein Analytics, get in touch with our team.

Einstein Analytics, Salesforce

Salesforce Einstein Analytics Spring ‘18 Release : All the Highlights

Since years, Salesforce users were using operational reports and dashboards to access their business data, analyze business performance and deliver results. It was a tough task for them to manually manage data, as over the year the amount of data has grown exponentially. As analytics became more vital for businesses than ever before, Salesforce has launched their own analytical platform called Einstein Analytics. The core intention was to allow Salesforce users identify critical business trends, understand every correlation and test every hypothesis by using advanced analytics powered by artificial intelligence (AI). Einstein Analytics became a huge success immediately as companies used it in order to facilitate their sales process, service agents, marketers and business analysts to make customer interaction smarter and data-oriented.

In the first phase of its release, Einstein Analytics delivered a huge portfolio of contextually relevant and powerful apps that empower every Salesforce users to explore data and unfold insights. Built on world’s #1 CRM platform and powered by AI, Einstein Analytics can automatically process and analyze billions of data to discover new opportunities for Salesforce users. Since it’s introduction, Salesforce used to add new features and upgrade Einstein Analytics for better business visibility and results. In their latest Spring’18 Release, Salesforce amazed the entire world of analytics with it’s latest Einstein Analytics features and the ability to work faster and smarter with Einstein intelligence and Lightning benefits.

Summary of Spring 18 Release Note: Einstein Analytics & Reports and Dashboards

Salesforce has launched the second beta version of their Lightning report builder with powerful features in their Spring ’18 release. With bucket columns, cross filters, and summary formulas, it has become more user-friendly. One can avail all the advantages of Lightning report builder once they upgrade to the Lightning platform. Salesforce has scored few integrated and fun learning features to their Einstein Analytics platform. Now you can quickly query and add visualize data in a guided, natural language conversation(beta). You can save views of dashboards with your preferred set of selections and filters. Users can now analyze their report data with Einstein Data Insights (pilot).

In this blog post, we are going to highlight all the important Einstein Analytics Spring’18 release notes. We can categorize all the new features into 5 segments and discuss each of them individually.

Analytics Onboarding
This came with expanded help menus, learning map and adventure app. To add more value to their customer service, Salesforce has included in-app Help, walkthroughs, resource maps, and samples of chats and app building. A user can find the best approach that works for him.

The Einstein Analytics Help menu has a new design. Now a user can access resources, from documentation to videos whenever required and wherever you are in the Einstein Analytics. Now you can preview help articles in the menu without signing out from the app. In the new Help menu, one can access the walkthrough option which will guide in the explorer by pointing out major features. The new Learning Map offers a set of key resources for each action in every stage of the Einstein Analytics journey. This map is highly engaging and helps users access smoothly inside the analytics platform. For the first time, Salesforce has introduced Einstein Analytics Learning Adventure app that educates on best practices for designing right visualizations and for developing robust and dynamic apps. This app was built and runs in Einstein Analytics.

Analytics App Building
This allowed conversational exploration, context-sensitive chart builder, and images in tables. App building creates charts more quickly by specifying which fields to use for chat features like axes, bubble size, and bubble color. Make tables visually pleasing by displaying photos, icons, and other related images. A user can create his/her own view of a dashboard by selecting preferred sections and filters. You can now see results over time with the new time bar and time combo charts and can even share information about each data point in a chat with customized tooltips and markers. The Analytics platform continues to develop with more REST APIs and personal view support in embedded dashboards. Even you can write your own queries by using the new SAQL documentation.

Analytics Data Integration
Salesforce added new connectors and improvements including Windows Azure and Snowflake to the Dataflow Editor and Dataset Recipes. With the new connectors, more data can be connected and it will spend less time in the data flow editor due to productivity tweaks. Each connection now counts toward the maximum of 50 objects (before it was 20) that you can replicate in Analytics. The dataflow editor now allows you rename nodes, override field attributes for Salesforce data, and produce field modifications to downstream nodes. You can run dataflow even without leaving dataflow editor. Export transformation generates the data file in a specified source node in the dataflow and once the dataflow runs, Einstein Discovery users can access these files in the Datasets tab. A user can now run and schedule recipes from the recipes list and quickly check what dataset the recipe is based on. Overall this will allow a user to take more control of data preparation with recipe enhancement and a better view of datasets.

Analytics Prebuilt Apps
The latest enrichment of Einstein Analytics witnessed some interesting add-on features in Analytics Prebuilt Apps. Now it is easier to get valuable customization features to dig deep into your business data to analyze your sales, marketing, or service related insights.

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Prebuilt apps are now easier to customize, and can perform faster. You can now point and click to enhance Sales Analytics and Service Analytics dashboards as per your requirement without the help of any code. With global filters, dynamic time period selectors, and other additional enhancements both apps are faster and more robust than before. Two separate dashboards for service team and technical team help them understand the flow & deliver great customer service. Blended with the Service Analytics app, Field Service Analytics allows service managers and technical managers just-in-time analytics to optimize the result of field service appointments. You can get a clear idea of your data and service interactions with the help of intuitive visualization. Einstein Analytics is now coming with a new wizard which let you pick between creating a basic and custom version of the app. This makes app creation easy and predictable. Service Analytics helps you identify actionable insights to improve customer conversation.

Einstein Discovery
Salesforce has introduced Einstein data insights (pilot) to produce smarter reports. Einstein intelligence will analyze your report data to help you understand it better by revealing the insight bits that you can work on. Einstein summarizes key takeaways, comparisons, and trends with engaging charts and metrics. You can also easily access more data in less time. With the use of Einstein Analytics dataflow, Einstein Discovery dataset has been created based on data from Salesforce objects, replicated objects, or existing datasets. Einstein Discovery supports data that contains UTF-8 character encoding. A user can now upload and analyze data in any language which uses the UTF-8 encoding such as Arabic, Russian, or Hebrew. Salesforce is now piloting native support for importing Einstein Discovery recommendations into a Salesforce object.

Final Thoughts
There has been a lot of buzz about the much awaited Salesforce Spring ’18 Release and what is going to be next in Einstein? Though some of the features were predicted by many, Salesforce has introduced some highly exciting new features and stunned most of the Salesforce users. Now, few of the features will affect immediately, and few need an expert consultation before the users can leverage the new functionalities. But as spring often considered as the beginning, Einstein Analytics finally comes off age. New features and enhancements have intensified Einstein’s potential to help businesses close deals, increase customer relationships, and more. To learn more, how you can use the immense potential of Salesforce Einstein Analytics to optimize your business profitability, get in touch with our Salesforce experts today.