[SalesForce] How to enable Einstein and configure it

How to enable and setup Einstein?

I checked Salesforce Einstein Features trailhead, I watched a few videos and searched articles/topics about Einstein. I found what Einstein can do but not how to enable it and configure.
Assuming that Lightning is enabled.

Best Answer

Einstein is an AI on top of various cloud offerings like sales, service, marketing ,community and so on .

Some of the features are baked into platform and freely available while rest you will need to contact your AE as there are additional feature cost to it .

Example for Sales Cloud Lead Scoring and Opportunity Prediction you will need contact salesforce to enable for additional cost while if you are using community cloud most of the features like Recommending articles and topics are freely available .

Just enabling lightning wont get you access to Einstein .

Related Solutions

[SalesForce] Salesforce Einstein – What are the new features and what is their impact

I have searched a while. Just like lightning experience a few releases ago, Salesforce Einstein has a bright future and will keep on releasing new stuffs in the future releases.

The features which are Generally Available now are on this trailhead: https://trailhead.salesforce.com/en/get_smart_einstein_feat/get_smart_einstein_feat_tour

Personally, I wouldn't consider PredictionIO to be part of Salesforce Einstein unless Salesforce is determined to say so.

To summarize:

Sales Cloud Einstein

Recommended Follow-Ups

Get an automatic reminder task to follow back up with customers who haven’t responded to emails.
Review the reminder tasks, and accept or reject tasks on demand.

Marketing Cloud Einstein

Predictive Scoring

Score every customer’s likelihood to engage with an email, unsubscribe from an email list, or make a web purchase.
Help marketers better anticipate the needs of every customer so they deliver the perfect one-to-one journey.

Predictive Audiences

Show multiple predicted behaviours in common to marketers when they’re building new audience segments.
Create the perfect audience segment to drive customers to the next level of engagement or conversion.

Predictive Content

Recommend the best product, content, or offer for each individual.
Increase average order values, convert more anonymous web visitors,
and surface relevant content faster.

Sentiment Insights

Automatically analyse the tone and sentiment of conversations in 10+ languages.
Make smarter decisions around campaigns and truly understand the voice of your customer.

Language Insights

Detect and classify what language a post was authored in, giving marketers the ability to harness all conversations about a particular topic.
Slice and dice data into language segments.

Spam Detection Insights

Identify known spam sites across the social universe.

Community Cloud Einstein

Recommended Experts, Articles, and Topics

Suggested posts, articles, experts, and topic pages.
Optimized community experience for each community member, tailored to their interests.

Automated Service Escalation

Automatic case creation for customer posts that don’t receive a timely response.
Automatic case creation for customer posts that contain specific words (for example, “broken”).

Newsfeed Insights

Analytics Cloud Einstein

Smart Data Discovery

Discover insights from millions of data combinations in minutes by automatically examining all possible variable combinations in a data set.
Eliminate the manual trial-and-error process of traditional hypothesis-driven analysis.

Commerce Cloud Einstein

Product Recommendations

Unique, personalised recommendations throughout the shopper journey, including mobile and desktop e-commerce transactions and in-store interactions with store associates.

Predictive Email

Provide tailored content for individual emails.
Use relevant content, products, and offers without replacing email service providers.

Commerce Insights

Transform vast amounts of product, order, and customer data into actionable insights.
Understand product purchase correlation and power smarter merchandising and store planning.

[SalesForce] Do Einstein Opportunity Insights and Activity Capture use Call Data

Einstein Activity Capture - 2017

Einstein Activity Capture uses a different database so it appears standard objects may not be covered.

After several calls with Salesforce's support, we were told it's just not possible to have Einstein Activity Capture log the emails as Task or EmailMessage objects, and that all emails go to a different database once Einstein Activity Capture is enabled.

Ref: https://developer.salesforce.com/forums/?id=9060G0000005MgjQAE

Einstein Call Coaching - Update 2020

As of 2020, Salesforce High Velocity Sales (HVS) has a feature called Einstein Call Coaching that does take call recordings.

Einstein Call Coaching is a new feature available for sales managers that offers the ability to see insights and trends surfaced from sales calls. Calls are recorded and analyzed for mentions of specific keywords and phrases. From voice call records, managers can play call recordings and see call details, including the talk-to-listen ratio.