To utilize Salesforce AI and Einstein GPT capabilities, specific licenses and permissions are required. These licenses enable access to various AI features and tools, depending on the Salesforce edition and the specific AI functionalities needed. For the most recent updated licenses refer to Salesforce website or contact us. Below is a breakdown of the required licenses for using Salesforce AI and Einstein GPT:
Salesforce Einstein License
- Required License: To use general Einstein AI capabilities (such as Einstein Prediction Builder, Einstein Discovery, and Einstein Analytics), an Einstein License is required. These licenses can be purchased as add-ons to your existing Salesforce environment.
- Availability: Available for different Salesforce editions (Enterprise, Unlimited, Performance, and Developer editions) and varies based on the specific Einstein product.
- Types of Einstein Features:
- Einstein Prediction Builder: Creates custom AI models for predictive analytics.
- Einstein Discovery: Offers advanced analytics and insights with AI-driven recommendations.
- Einstein Analytics Plus: Provides AI-powered analytics and visualizations for deeper insights.
Einstein GPT License
- Required License: Access to Einstein GPT requires a specific Einstein GPT license, which is also an add-on feature. This license allows users to leverage natural language processing (NLP) and generative AI capabilities for generating insights, automating responses, and more.
- Usage Areas: Einstein GPT is integrated into various Salesforce clouds such as Sales Cloud, Service Cloud, Marketing Cloud, and more, depending on the business use case.
- Key Applications:
- Sales GPT: For automated lead scoring, opportunity management, and personalized sales outreach.
- Service GPT: For automated case responses, customer support, and chatbot functionalities.
- Marketing GPT: For creating personalized marketing content and automating campaign responses.
Sales Cloud Einstein
- Required License: A Sales Cloud Einstein license is necessary for using Einstein features within the Sales Cloud. This includes AI-driven insights for lead scoring, opportunity insights, and activity capture.
- Features Included:
- Lead and Opportunity Scoring
- Automated Activity Capture
- Einstein Opportunity Insights
- Einstein Account Insights
Service Cloud Einstein
- Required License: To access AI features in Service Cloud, a Service Cloud Einstein license is needed. This enables the use of AI for case classification, next best actions, and predictive response recommendations.
- Features Included:
- Einstein Case Classification
- Einstein Reply Recommendations
- Einstein Next Best Action
Einstein Analytics Platform
- Required License: An Einstein Analytics Growth or Plus license is required for advanced analytics capabilities. This platform provides pre-built apps, dashboards, and data insights using AI.
- Features Included:
- Custom dashboards
- AI-driven analytics insights
- Predictive analytics with Einstein Discovery
Einstein Vision and Language
- Required License: Access to Einstein Vision and Language capabilities requires a specific Einstein Vision and Language license. This is particularly useful for image recognition, sentiment analysis, and language translation.
- Features Included:
- Image classification
- Object detection
- Sentiment analysis
- Language detection and translation
Einstein Bot
- Required License: Using Einstein Bots requires an Einstein Bot license, which is typically bundled with Service Cloud licenses. It enables the creation of AI-powered chatbots for customer service automation.
- Usage: Automating customer support interactions, handling routine queries, and providing personalized responses.
Marketing Cloud Einstein
- Required License: A Marketing Cloud Einstein license is required to access AI-driven personalization and predictive analytics features within the Marketing Cloud.
- Features Included:
- Predictive scoring
- Predictive audiences
- Engagement scoring
- Content personalization
The exact licenses required will depend on the specific Salesforce AI features you intend to use and the Salesforce cloud (Sales, Service, Marketing, etc.) where they are applied. Organizations can contact their Salesforce account executives or consult Salesforce’s licensing documentation to get precise details and pricing for these AI licenses.