From the course: Salesforce AI Fundamentals
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Einstein for opportunities - Salesforce Tutorial
From the course: Salesforce AI Fundamentals
Einstein for opportunities
- [Presenter] Now let's take a look at Einstein for opportunities. So one of the main things is going to be Einstein Forecasting. Forecasting is looking at what deals you have in the pipeline over a certain period of time. And this can help your company make decisions based upon how much revenue they expect to bring in over a certain time period. Now, this time period could be a week, this time period could be a year, it could be a quarter, a month, however your company likes to break it up, whatever makes sense for their business model. Einstein Forecasting creates a predictive model and uses that to build a forecast. So what it can do is it can take opportunities that you've had in the past, and it understands the different qualities of that opportunity, and then applies those outcomes to your current opportunities. So let's say if we had an opportunity that was with a particular account that went through the stages within a month, and it looks like we have another similar-sized…
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