Check Your Sales Cloud Einstein Readiness
*Updated May 3rd, 2023, from a previously posted blog.
First released in the Summer ‘17 release, Salesforce released the Sales Cloud Einstein Readiness Report to help you prepare to activate Sales Cloud Einstein. Within a few clicks, you’ll receive an email with findings report to inform you which Sales Cloud Einstein features you can immediately begin using, as well as those requiring just a few more steps to set up. These checks can include but are not limited to:
Einstein Opportunity Scoring
Einstein Activity Capture
Einstein Lead Scoring
Einstein Opportunity Insights
Einstein Account Insights
Einstein Automated Contacts
Einstein Forecasting
To access the readiness check:
1. Navigate to the Setup Menu, and within the “Quick Find Box,” search for 'Assessor' and select 'Sales Cloud Einstein Assessor' or navigate to the browser version here.
2. Select the ‘Generate Report’ button for your production environment.
3. At this point, you may be prompted to allow the Einstein Readiness Check access to your org. Click on the blue “Allow” button.
4. You’ll receive confirmation that your scan has begun. Once completed, you will receive an email with the results.
5. The contents of this email will look similar to that below.
6. Navigate to the 'Files' tab in your Salesforce org. 7. Open the PDF and scroll down until you find the ‘Summary’ section of various features and their readiness statuses.
8. Within the results, you will notice items that are ready and others that need attention. Navigate around the document to see any outstanding issues. Below are some examples
Additional Resources
General Knowledge: Sales Cloud Einstein
