Einstein
Smarter business starts here
Einstein is the AI brain of Salesforce — bringing intelligence to your sales, service, marketing and operations. Automate tasks, predict outcomes, personalise experiences, and help your team work smarter than ever before.
“Einstein isn’t just automation — it’s acceleration. It frees your team from busywork so they can focus on what really matters.”
— Ben Coleman, CEO, Performa IT
How Performa IT Can Help
Einstein’s capabilities are vast — but real value comes from applying it strategically. We work with you to identify high-impact use cases, implement the right features, and provide training and support to unlock ROI.
Our services include:
- Einstein AI Readiness & Use Case Mapping
- Quick Start Packages by Role/Team
- Configuration & Prompt Engineering
- Custom Flows & Automations
- Team Training & Performance Review
- Einstein + Agentforce Integration
45% case deflection with Salesforce AI
“We want to ensure that our human agents are used in exactly the right places, as travel is a uniquely human experience”
Kate Donaghy, Head of Business, Secret Escapes
Einstein + Agentforce
Einstein powers Agentforce, Performa’s AI-driven workforce suite, giving each team their own intelligent assistant. From SDRs and support agents to marketers and internal teams — scale your operations without scaling headcount.
Einstein use cases
Einstein for Sales
Email & Call Coaching
Analyse rep behaviour and recommend improvements.
Lead & Opportunity Scoring
Prioritise deals most likely to close based on historical data.
Einstein Activity Capture
Auto-log emails and meetings to free up sales reps’ time.
Forecasting & Deal Insights
AI-driven forecasts and win-rate predictions with suggested next steps.
Spot and resolve bugs, errors, and bottlenecks.
Einstein for Service
Service Analytics & Conversation Mining
Understand patterns in customer queries and agent performance.
Case Classification & Assignment
Auto-triage and route cases based on past trends.
Next Best Action & Reply Suggestions
AI-driven answers and workflows for agents in real-time.
Knowledge Article & Summary Generation
Auto-suggest and summarise case resolutions with GenAI.
Einstein Analytics & Intelligence
Dashboards & Visualisation
Bring your data to life for real-time decision-making.
Predictive Insights
Anticipate trends in sales, marketing, or operations.
Customer Behaviour Analysis
See what your customers are doing — and what they’ll do next.
Dive into our Einstein resources
Frequently asked questions
Do I need to be using Data Cloud to get started with Einstein?
No — Einstein works with standard Salesforce data. But for real-time and advanced AI, Data Cloud unlocks its full power.
Is Einstein included in my Salesforce licence?
Some features are free, while others require additional licensing. We’ll help you understand what’s available and what you’ll need.
What’s the difference between Einstein and Agentforce?
Einstein provides the intelligence; Agentforce applies it through digital AI agents embedded in your workflows.
Can you help us with custom Einstein use cases?
Absolutely — from prompt engineering to building custom Apex flows, our team specialises in tailored AI.
Will our teams need training?
Yes — and we provide it. We ensure your teams understand how to use AI safely, effectively, and in alignment with your goals.
Is Einstein secure?
Einstein is built on Salesforce’s secure infrastructure. With our help, you’ll implement responsible AI use that meets enterprise standards.
What’s the typical implementation time?
Most Einstein features can be deployed in under 4 weeks with a clear use case and setup plan.
Quick-start Einstein packages
Supercharge your agents with Salesforce Einstein features:
Einstein for Sales – From £7,000
- Lead and opportunity scoring
- Forecasting & analytics
- Call coaching and activity capture
- Task prioritisation
Einstein for Service – From £7,500
- Case classification & auto-routing
- Article, reply & next best action recommendations
- Sentiment tracking and wrap-up automation
Why work with Performa?
We don’t just manage Salesforce, we make it work harder so you can grow smarter.
