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Einstein AI Website Full Guide (2026)

AI features for Salesforce.

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Updated May 26, 2026

screenshot of Einstein AI

Introduction

Einstein AI provides embedded artificial intelligence capabilities directly within the Salesforce Lightning Experience web interface, enabling CRM users to leverage predictive analytics, generative AI, and automation for core business processes. Users interact with Einstein features through dedicated components, setup flows, and dashboards accessible via their standard browser, enhancing sales forecasting, service automation, and marketing personalization without leaving the Salesforce platform.

Key Features

Core Capabilities

1

Predictive Lead Scoring component

2

Next Best Action recommendation panel

3

Service Bot builder interface

4

Einstein Search Insights dashboard

5

Case Classification setup flow

Additional Details

1

Einstein Discovery Story creation wizard

2

Marketing Content Selection configuration

3

Sales Forecasting prediction view

4

Field Service scheduling optimization panel

5

Commerce Product Recommendations editor

Use Cases

For Developers

Custom AI Component Development

Salesforce developers utilize Einstein Platform Services APIs and Apex to build bespoke AI-powered components and integrations within Lightning Experience, extending standard Einstein capabilities for unique business logic or external data source

How to Use Einstein AI

Configure Einstein Lead Scoring

Log into your Salesforce org, navigate to Setup, then search for "Einstein Lead Scoring." Follow the guided setup wizard to define your scoring criteria and activate the model, which will then appear on Lead record page

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