How to leverage your Forecasting with SalesCloud Einstein

Join us and learn How to leverage your forecasting capabilities in Salesforce using SalesCloud Einstein and Einstein Forecasting Data Science. We also talk about Maximizing the value of forecasting with AI and what all AI assets available for admins.

Einstein Forecasting

  1. Empower sales leaders with predictive forecasts
  2. Increase Forecast Accuracy :Track every opportunity change and characteristic to calculate accurate forecast numbers
  3. Gain Insight to Forecast Factors : Surface information from opportunities to understand sales predictions
  4. Forecast from Anywhere : Mobile analytics enables sales managers to stay on top of individual and team performance


Here is agenda of session

  1. Introduction to SalesCloud Einstein
  2. SalesCloud Einstein demo
  3. Einstein Forecasting Data Science
  4. Maximizing the value of forecasting with AI
  5. AI assets for admins
  6. Q&A


Speaker : Sharon Gorlovesky, Product Manager, Salesforce 

Dave Dixon, Director of analytics, Atrium

Date     : Saturday, JAN 25, 2020 10:00 AM EST ( 8:30 PM IST )

Where : Online

RSVP   :

here is keynote of session

How Einstein Forecasting Works

How is Sales Cloud Einstein different than Einstein Discovery and Einstein Prediction Builder?

Sales Cloud Einstein

  1. Predictions on specific Sales Cloud objects
  2. Designed for sales use cases Automated modeling
  3. Includes descriptive analytics and salesproductivity tools

Einstein Discovery

  1. Predictions on any data
  2. Smart data discovery and recommendations
  3. Optimized for analysts to iterate and explore

Einstein Prediction Builder

  1. Predictions on any Salesforce object
  2. Embedded in Salesforce apps & workflows
  3. Point-click builder for admins

See if Sales Cloud Einstein is right for you

  1. GO TO THE ASSESSOR or Setup
    “Assess Your Sales Cloud Einstein Readiness”
    A link to the report will be sent to your Admin’s email

Einstein Opportunity Insights Key Benefits

  • Keep the pulse on every deal and know which are likely to close or not
  • Get reminders to follow-up when there’s a lack of communication with your customers or when a task is overdue
  • See insights everywhere: home page, record pages, list views and reports

Einstein Account Insights key Benefits

  • Continually monitors for key business updates with your accounts over news around the web
  • 100K+ global news sources
  • See the insights everywhere: homepage, record pages, list views and reports

Einstein Forecasting key Benefits

  • Better forecast accuracy – track how your team is performing
  • Learn about your prediction’s breakdown and how team’s past performance influences current performance.
  • Forecast from anywhere – Mobile analytics enables sales managers to stay on top of individual and team performance


Here is recording of session

YouTube video


Please note that we have limit of 300 attendees that can join the online sessions. However, recording will be posted on our YouTube channel. Make sure to subscribe our YouTube channel to get notification for video upload.

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Amit Chaudhary
Amit Chaudhary

Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates.

He is a active blogger and founder of Apex Hours.

Articles: 460

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