Einstein Generative AI Features Across Salesforce Clouds – The Ultimate Guide

Einstein Generative AI Features Across Salesforce Clouds – The Ultimate Guide

Salesforce’s Einstein Generative AI is revolutionizing how businesses interact with their data and customers across various clouds. By leveraging advanced AI capabilities, Salesforce offers tools that enhance productivity, improve customer engagement, and streamline complex processes. 

This guide explores the diverse features of Einstein Generative AI across Salesforce clouds, showcasing how these innovations can benefit your organization.

Analytics Cloud

Report Formula Generation 

Einstein Generative AI simplifies the creation of Data Cloud reports by generating row-level and summary formulas based on simple descriptions. This feature makes it easier for users to build comprehensive reports without deep technical expertise, allowing for more efficient data analysis and decision-making.

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Commerce Cloud

Return Insights 

AI-driven analysis of multiple data streams identifies the reasons behind frequently returned products. By understanding these patterns, businesses can take proactive measures to reduce return rates, enhancing customer satisfaction and operational efficiency.

Product Fields

Einstein Generative AI enhances product descriptions across multiple products simultaneously. By following provided instructions and reference fields, the AI ensures consistency and quality in product listings, which can significantly boost online sales and customer experience.

Smart Promotions 

Creating promotions can be a time-consuming task. With AI, businesses can quickly generate both basic and advanced promotions using existing Commerce Cloud data. This streamlines the promotion creation process, allowing for timely and relevant marketing campaigns.

Commerce Concierge 

Empowering shoppers through their journey, the AI-driven Commerce Concierge provides assistance during product discovery, purchase, and support interactions. This feature enhances the overall shopping experience, driving customer loyalty and satisfaction.

Also Read – Salesforce Proposals Cheat Sheet

Data Cloud

Einstein Segments 

This feature enables the rapid creation of targeted audience segments using comprehensive customer data. By leveraging the wealth of information available in Data Cloud, businesses can deliver personalized marketing campaigns and experiences, leading to higher engagement and conversion rates.


Education Cloud

Intelligent Question Generation 

Einstein Generative AI drafts assessment questions for program intake assessments, improving the relevance and quality of these questions. This leads to more accurate evaluations of student needs and program effectiveness.

Einstein Skills Generator 

The AI suggests relevant skills for learning courses and programs based on data from public domains and your Education Cloud organization. This helps in designing curricula that meet current industry standards and learner needs.

Field Service

Pre-Work Brief 

Field service workers receive AI-generated briefs containing essential information about their upcoming work orders. This feature ensures that mobile workers are well-prepared and informed, leading to higher efficiency and customer satisfaction.

Industry Solutions

Contracts AI 

Managing complex legal agreements can be streamlined with AI. Contracts AI drafts and manages contract clauses and documents, simplifying the process and reducing the risk of errors or omissions.

Marketing Cloud

Account Engagement: Einstein Assistant 

Marketers can quickly generate content for forms, landing pages, and emails using Einstein Assistant. This feature helps in creating effective engagement materials that resonate with the audience.

Engagement: Subject Line & Body Copy Generation 

AI generates compelling email subject lines and body copy, which can be tested, copied, or directly used in Content Builder. This ensures that marketing communications are impactful and drive higher open and click-through rates.

Also Read – Salesforce Project Cost Estimation Cheat Sheet

Growth: Co-Create Campaigns 

From campaign descriptions, AI generates actionable campaign briefs and content, including subject lines, preheaders, and body copy. This accelerates the campaign creation process, allowing marketers to focus on strategy and execution.

Net Zero Cloud

ESG Report Generation 

AI provides recommended answers for ESG reports by comparing proposed answers to uploaded disclosure reports. This feature helps organizations maintain compliance and transparency in their environmental, social, and governance reporting.

Nonprofit and Education Clouds

Fundraising Gift Proposals 

Creating personalized and compelling gift proposals is made easier with AI. By using existing Salesforce data, nonprofits and educational institutions can streamline their fundraising efforts, improving donor engagement and success rates.

Platform Cloud

Einstein for Developers 

Generates Apex code suggestions based on natural language instructions. This feature significantly enhances developer productivity by simplifying the coding process, allowing developers to focus on more complex tasks.

Einstein for Formulas 

Assists administrators in explaining and fixing syntax errors in Salesforce formulas used across different fields and validation rules. This tool ensures that formulas are accurate and functional, reducing downtime and increasing efficiency.

Sales Cloud

Automatic Contact Enhancements 

Enriches contact profiles with additional information such as phone numbers and job titles derived from email interactions. This helps sales teams maintain up-to-date and comprehensive contact information.

Call Summaries 

Generates and allows editing of AI-driven summaries for voice and video calls. These summaries include next steps and customer feedback, ensuring that follow-ups are timely and relevant.

Call Explorer 

Answers questions about calls, such as competitor mentions or coaching opportunities, using AI analysis of call records. This feature provides valuable insights that can inform sales strategies and training programs.

Sales Signals 

Displays the most discussed topics in sales calls, filtered by category and keyword. By identifying key customer concerns, sales teams can tailor their approaches to better meet client needs.

Generative Conversation Insights 

Provides insights from call transcripts by querying a large language model (LLM) for relevant information. This feature helps sales teams understand customer sentiments and trends.

Einstein Sales Emails 

Generates personalized emails for contacts and leads using AI. This saves sales representatives time and ensures that communications are relevant and engaging.

Sales Summaries 

Creates AI-generated summaries of accounts, contacts, leads, and opportunities. This helps sales users quickly understand key details and make informed decisions.

Sales Emails for Partners 

Assists partner users in drafting emails to contacts and leads using AI on Experience Cloud Aura sites. This feature enhances communication and collaboration with partners.

Also Read – Salesforce Sales Cloud Features Cheat Sheet

Service Cloud

AI-Generated Search Answers 

Creates tailored search answers from knowledge articles and other sources, helping resolve and deflect customer issues efficiently. This improves customer satisfaction by providing quick and accurate solutions.

Generative AI Surveys 

Generates and translates surveys to meet diverse needs. This makes survey creation and translation faster and more efficient, ensuring that feedback collection is streamlined.

Service AI Grounding 

Drafts personalized responses using indexed data sources, incorporating relevant knowledge articles and case history. This feature enhances the quality and relevance of customer service responses.

Knowledge Creation 

Drafts relevant knowledge articles from customer conversations. This helps agents expand and maintain the knowledge base, ensuring that it remains comprehensive and up-to-date.

Service Replies 

Generates and recommends fluent, courteous replies based on customer conversations. This enhances agent productivity and response quality, leading to better customer experiences.

Work Summaries 

Creates AI-generated summaries of customer interactions, including issues and resolutions. This helps agents save time and ensures that all relevant information is documented.


Salesforce’s Einstein Generative AI features are transforming business operations across various clouds by introducing advanced AI capabilities that enhance productivity, improve customer engagement, and streamline complex processes. From generating Apex code and simplifying report creation to drafting personalized emails and providing AI-driven insights, these tools empower organizations to leverage their data more effectively.  

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