Artificial Intelligence (AI) at Salesforce | Salesforce
Salesforce Einstein AI helps business teams automate tasks and gain insights from customer data. It is designed for organizations that use the Salesforce CRM ecosystem.
At a glance
- Category
- Browse Sales tools
- Best for
- Sales teams, Customer support teams, Marketing teams, Small businesses, Mid-market companies
- Pricing
- A free CRM suite is available for small businesses with basic AI features. Other pricing is generally based on annual contracts or determined via the Flex Credit Calculator. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Sales Pipeline Management, Customer Support Automation, Marketing Campaign Personalization, E-commerce Storefront Support
- Integrations
- Slack, MuleSoft, Tableau, OpenAI, Anthropic
- Official website
- Visit Salesforce Einstein AI official website
Salesforce Einstein AI is a set of AI tools integrated into the Salesforce platform. It provides three types of AI: predictive AI for forecasting, generative AI for content creation, and agentic AI via Agentforce, which is designed to execute tasks autonomously.
The software supports users ranging from small business owners using a free CRM suite to enterprise teams. It supports functions such as lead scoring, email drafting, and automated customer service responses.
Buyers should confirm their existing commitment to the Salesforce platform, as the AI tools are natively integrated with Salesforce data. Organizations should also verify which AI capabilities are included in their specific plan, as some agentic features may require Enterprise Edition or higher.
Key Features
Predictive AI
Identifies patterns in historical data to support revenue forecasting and lead scoring.
Generative AI
Creates content, such as email drafts and record summaries, grounded in CRM data.
Agentforce
AI agents designed to plan and execute multi-step business tasks without constant human prompts.
Einstein Trust Layer
A security framework that uses sensitive data masking and a zero-retention policy for proprietary data.
Bring Your Own Model (BYOM)
Supports connection to third-party AI models from partners such as OpenAI, Anthropic, and Google.
Free CRM AI Features
Provides small businesses with AI capabilities including record summarization and email drafting.
Use Cases
Sales Pipeline Management
Using predictive AI to prioritize leads and support personalized outreach.
Customer Support Automation
Using AI agents to help resolve customer inquiries and summarize cases.
Marketing Campaign Personalization
Identifying target segments and generating content for various marketing channels.
E-commerce Storefront Support
Using AI to create product descriptions and provide automated shopping guidance.
Best For
- Sales teams
- Customer support teams
- Marketing teams
- Small businesses
- Mid-market companies
- Enterprise companies
Integrations
- Slack
- MuleSoft
- Tableau
- OpenAI
- Anthropic
Pricing
A free CRM suite is available for small businesses with basic AI features. Other pricing is generally based on annual contracts or determined via the Flex Credit Calculator. Buyers should confirm current pricing on the vendor website.
FAQ
Is Salesforce Einstein AI available for free?
- Yes, Salesforce offers a free CRM suite for small businesses that includes AI features such as email drafting and record summarization.
What is the difference between generative and agentic AI in Salesforce?
- Generative AI acts as an assistant to create content and summaries, while agentic AI (via Agentforce) is designed to autonomously plan and execute multi-step tasks.
How does Salesforce handle data security for AI?
- It uses the Einstein Trust Layer, which employs sensitive data masking and a zero-retention policy to prevent proprietary data from being used to train external models.
Source category: Sales
Source subcategory: AI Assistant
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Categories
Software Type
How AI is used
Salesforce Einstein AI is an AI CRM assistant providing predictive, generative, and agentic AI capabilities. It supports workflows in sales, service, and marketing by grounding responses in CRM data. Advanced features often require Enterprise-level plans or annual contracts.
Pros & Cons
Pros
- Natively embedded in the Salesforce CRM platform
- Available free CRM suite for small businesses with basic AI tools
- Includes security features like the Einstein Trust Layer
- Supports third-party AI model integrations
Cons
- Functionality depends on the use of the Salesforce ecosystem
- Pricing for advanced features may require a Flex Credit Calculator or annual contracts
- Certain autonomous agent capabilities are restricted to Enterprise Edition and higher
