Explore how to generate a sales pitch with Salesforce AI and see the use cases, benefits and step by step instructions.
Product or Order Recommendation
Explore how to create a product or order recommendation with Salesforce AI and see the use cases, benefits and step by step instructions.
Find and Summarize Similar Cases
Explore how to find and summarize similar use cases with Salesforce AI and see the use cases, benefits and step by step instructions.
Answer Customer Inquiry
Explore how to answer customer inquiries with Salesforce AI and see the use cases, benefits and step by step instructions.
Client Meeting Prep
Explore how to optimize client meeting prep with Salesforce AI and see the use cases, benefits and step by step instructions.
Patient Data Management
Explore how to fast track patient data management with Salesforce AI and see the use cases, benefits and step by step instructions.
Sales Meeting Support
Explore how to provide sales meeting support with Salesforce AI and see the use cases, benefits and step by step instructions.
Create a Close Plan
Explore how to create a close plan with Salesforce AI and see the use cases, benefits and step by step instructions.
Optimize Sales Opportunities
Explore how to optimize sales opportunities with Salesforce AI and see the use cases, benefits and step by step instructions.
Analyze Survey Feedback
Explore how to analyze survey feedback with Salesforce AI and see the use cases, benefits and step by step instructions.
Resolve Customer Issue
Explore how to resolve customer issues with Salesforce AI and see the use cases, benefits and step by step instructions.
Client Support Summaries
Explore how to create client support summaries with Salesforce AI and see the use cases, benefits and step by step instructions.
Transaction Disputes
Explore how to handle transaction disputes with Salesforce AI and see the use cases, benefits and step by step instructions.
Donor Engagement
Explore how to handle nonprofit donor engagement with Salesforce AI and see the use cases, benefits and step by step instructions.
Manage Marketing Campaigns
Explore how to manage marketing campaigns with Salesforce AI and see the use cases, benefits and step by step instructions.
Generate Promotional Content
Explore how to generate promotional content with Salesforce AI and see the use cases, benefits and step by step instructions.
Create a Promotion
Explore how to create a promotion with Salesforce AI and see the use cases, benefits and step by step instructions.
Patient Program Outcome Management
Improve patient engagement and adherence to care programs with AI-powered outcome summaries.
Benefits Verification
Leverage the power of AI to simplify and enhance benefits verification process.
Patient Services
Quickly summarize a patient’s medical history including prescription dosages, clinical encounters, and social determinants to inform care decisions.
Vehicle Insights
Stay on top of vehicle and fleet performance with AI
Vehicle Insights
Stay on top of vehicle and fleet performance with AI
Driver Insights
Stay on top of vehicle and fleet performance with Artificial Intelligence
Billing Inquiry Management
Augment your customer service agents with generative AI to provide personalized, proactive customer support and resolve billing inquiries faster.
Offer Matching
Improve customer satisfaction and retention by always offering the best pricing and offers compared to competition.
Quick Quote
With Quote Generation, sellers can create quotes faster and more accurately.
Personalized Upselling
Utilize Service Level Objective (SLO) monitoring to proactively service customers experiencing degradation and identify upsell opportunities.
Efficient Inventory Management
DSD Supervisors manage field teams with many complex routes and constantly changing inventory. Save time by providing comprehensive summaries of their inventory status so they can resolve issues quickly.
Intelligent Account Planning
Sales managers waste time navigating disparate systems to understand the needs of their business. {{product.einstein-ai}} does the work for them by providing a clear picture of their accounts' health so they can sell more, faster.
Personalized Customer Services
Increase promotion profitability, streamline execution, and maximize customer satisfaction, with Salesforce's trusted AI for {{product.consumer-goods}}.
Academic Operations
Define course and program details and use trusted AI to generate relevant skills.
Advancement & Alumni Relations
Enhance relationships through personalization, comprehensive data, and intelligent reporting.
Recruitment & Admissions
Learn how to drive prospective student engagement and exceed enrollment goals with AI
Student Success
Visualize data quickly and access AI-powered insights on a single student success platform
Clean Energy Program Advisor
Assist your agents in guiding customers towards optimized energy usage with personalized, informed recommendations on clean energy programs & services.
{{product.field-service}} Summary
Help your field technicians reduce visit durations & administrative tasks with intelligent summary generation for accurate, comprehensive reports that incorporate real-time customer data, word order summary, steps completed, job images, and more.
Account and Customer Service Summaries
Enhance agent efficiency with deep insights into past customer interactions, account history, and service cases, coupled with the capability to summarize chats into clear, concise summaries that capture essential information for improved understanding and follow-up actions.
Insurance Claims Management
Enhance insurance claims management with AI-generated summaries and automated workflows for financial services.
Client Meeting Preparation
Ease the process of preparing for meetings by using AI to create brief summaries of recent communications and interactions into one overview.
Complaints Management
Simplify financial services complaints management with AI-powered tools and AI-generated summaries that expedite the process.
Personalized Engagement
Use data and AI to create personalized interactions and summaries for clients in the banking, wealth management, and insurance industries.
Transaction Dispute Management
Skip the manual dispute process with AI-powered tools that streamline transaction dispute management in financial services.
Benefit Application Review
Access comprehensive application histories and easily compare versions, enhancing decision-making and streamlining management.
Digital Assessment Generation
Convert paper assessments to digital easily using Salesforce built for public sector.
Inspection Preparation
Get detailed summaries of prior violations and license compliance, ensuring efficient inspections and timely renewals.
Participant Recruitment and Enrollment
Find and enroll the right candidates for each study with AI-powered candidate auto-matching capabilities.
Provider Network Management
Gain a 360 degree view of the network and quickly review provider information and past performance to optimize network adequacy and lower patient wait times.
Forecast Summary
See how AI can summarize forecast data to provide real-time insights, detect anomalies, and identify trends to improve performance and forecast accuracy.
Asset Telemetry Summary
See how AI can summarize asset telemetry data to provide an overall asset condition and recommend actions for predictive maintenance.
Interaction Summary
Use AI to summarize past customer interactions and empower service agents with a comprehensive view of the interaction timeline.
Sales Agreement Summary
See how AI can help manufacturers generate & summarize sales agreements. Simplify deviation reporting, analyze revenue and margin impacts, and more.
Asset Service Summary
See how AI can help manufacturers summarize asset data. Get a quick overview of record alerts, open cases, work orders, warranty status, and more.
Advertising Sales
Deploy trusted AI solutions that will empower you to sell smarter and personalize experiences for subscribers, viewers, fans, and advertisers.
Carbon Accounting
Use {{product.einstein-ai}} to identify which greenhouse gas categories are associated with different emissions factors and categorize them rather than manually matching factors to categorizes.
ESG Report Generation
AI speeds up ESG report generation by creating disclosures, verifying key details, and refining responses.
Fundraising
Salesforce for Nonprofits and Grantmakers delivers trusted, extensible AI built into the fabric of our platform.
Grantmaking
Salesforce for Nonprofits and Grantmakers delivers trusted, extensible AI built into the fabric of our platform. Use our AI to create customizable, predictive, and generative AI experiences to fit all your organizational needs, safely. Bring conversational AI to any workflow, user, and department with Einstein.
Program Management
Salesforce for Nonprofits and Grantmakers delivers trusted, extensible AI built into the fabric of our platform.
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