Who this is for
Designed for people doing the work.
Revenue operations, sales leaders, Salesforce admins, and enablement teams improving pipeline visibility and seller productivity.
Sales CloudAdvancedPrivate team format
Sales Productivity with Einstein
Build capability your team can use in the work.
Put Einstein and intelligent automation behind the moments that slow sellers down, with measurable gains in preparation, follow-up, and pipeline hygiene.
Tell us which capability matters most and we’ll shape the right format for your team.
What your team will work through
A curriculum built around decisions, practice, and results.
Each session connects a practical business objective to a Salesforce scenario. Your team sees the pattern, builds it in a guided org, and leaves with a way to apply it together.
- 01
Seller friction and use-case selection
Translate seller friction and use-case selection into a practical operating change for your team’s sales productivity with einstein work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply seller friction and use-case selection to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 02
Activity capture and next-best actions
Translate activity capture and next-best actions into a practical operating change for your team’s sales productivity with einstein work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply activity capture and next-best actions to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 03
Einstein signals and grounded context
Translate einstein signals and grounded context into a practical operating change for your team’s sales productivity with einstein work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply einstein signals and grounded context to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 04
Prompt, privacy, and human review
Translate prompt, privacy, and human review into a practical operating change for your team’s sales productivity with einstein work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply prompt, privacy, and human review to a live team scenario, identify the efficiency gain, and document the next adoption step.
- 05
Enablement, measurement, and iteration
Translate enablement, measurement, and iteration into a practical operating change for your team’s sales productivity with einstein work, with clear ownership and a maintainable Salesforce pattern.
Hands-on practice: Apply enablement, measurement, and iteration to a live team scenario, identify the efficiency gain, and document the next adoption step.
Before you join
Prerequisites
Participants should understand their current sales process and have basic familiarity with Salesforce leads, accounts, contacts, or opportunities.
Next team cohort
Ready to make this your team’s next capability?
Join the waiting list for Sales Productivity with Einstein, or tell us how you want to adapt the workshop to your goals.
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