Salesforce AI & Analytics

Salesforce Einstein AI & Analytics Implementation

Bring the power of AI directly into your Salesforce workflows. RASPSYS LLP configures Einstein Prediction Builder, Next Best Action, Einstein GPT, and CRM Analytics so your teams make smarter decisions, faster — without leaving their CRM.

Einstein AI Capabilities We Implement

From predictive scoring to generative AI, we configure the right Einstein features for your specific business outcomes and data maturity level.

Einstein Prediction Builder

Build custom AI models that predict outcomes unique to your business — churn risk, deal close probability, support ticket escalation — all trained on your own Salesforce data without writing a single line of ML code.

  • Custom prediction model design & training
  • Field-level prediction scores on records
  • Model refresh schedules & performance monitoring
  • Integration with Flow for automated actions on predictions

Einstein Next Best Action

Surface context-aware recommendations directly on Salesforce records, empowering sales reps and service agents to take the most impactful next step at exactly the right moment.

  • Strategy definition & recommendation design
  • Integration with Einstein Prediction scores
  • Contextual display on Opportunity, Case & Lead pages
  • Offer & action tracking for continuous improvement

Einstein GPT & Generative AI

Accelerate productivity by embedding generative AI into Sales, Service, and Marketing Cloud workflows — auto-generating email drafts, call summaries, knowledge articles, and service replies grounded in your CRM data.

  • Sales GPT — email drafts & meeting prep
  • Service GPT — case summaries & reply suggestions
  • Marketing GPT — content & segment generation
  • Einstein Trust Layer configuration for data governance

CRM Analytics (Tableau CRM)

Build interactive dashboards and AI-driven analytical apps natively within Salesforce, giving leadership real-time visibility into pipeline health, service performance, and customer trends.

  • Analytics Studio dashboard design
  • Dataflow & recipe configuration
  • Sales, Service & Marketing analytics templates
  • Role-based sharing & embedded analytics in record pages

Einstein Lead & Opportunity Scoring

Prioritise your sales team's effort using AI-generated scores that predict which leads are most likely to convert and which opportunities are most likely to close — natively embedded in Sales Cloud.

  • Einstein Lead Scoring setup & field mapping
  • Opportunity Scoring enablement & list views
  • Score-based assignment rules & alerts
  • Sales rep training on AI-assisted prioritisation

Einstein Analytics Governance & Adoption

Ensure your Einstein investment delivers sustained value through data quality foundations, change management, and an adoption framework that keeps models accurate and users engaged.

  • Data quality audit prior to AI enablement
  • Einstein readiness assessment
  • Licence optimisation & feature mapping
  • Ongoing model accuracy reviews & retraining

AI That Works in Your Salesforce Org, Not Just in Theory

Einstein features are only as good as the data and configuration behind them. RASPSYS LLP combines Salesforce expertise with a data-first approach to ensure your AI investments produce measurable outcomes from day one.

  • Hands-on experience across Einstein Prediction Builder, NBA, GPT, and CRM Analytics
  • Data quality assessment before any AI configuration begins
  • End-to-end delivery from enablement to user adoption
  • Serving clients across EMEA, APAC, and Latin America
  • Post-launch model monitoring and continuous optimisation

Frequently Asked Questions

It depends on which Einstein features you want to use. Some capabilities — such as basic Einstein Lead Scoring and Activity Capture — are included in Sales Cloud Enterprise and above licences. Advanced features like Einstein Prediction Builder, CRM Analytics, and Einstein GPT require additional licence add-ons.

RASPSYS LLP will conduct a licence audit at the start of your engagement to map desired capabilities to your existing licences, identify any gaps, and recommend the most cost-effective path to activation.

Salesforce generally recommends a minimum of 400 records for the outcome you are predicting (for example, 400 closed opportunities) and ideally at least two years of historical data to capture seasonal patterns. However, a well-structured dataset with clear field definitions can outperform a large but messy one.

We start with a data readiness assessment to evaluate your current data quality, volume, and field completeness before committing to any prediction build — so you know upfront what accuracy level to expect.

Salesforce built the Einstein Trust Layer specifically to address this concern. It acts as a secure gateway between Salesforce data and the underlying large language models (LLMs), providing data masking, zero data retention outside Salesforce, toxicity detection, and audit logs of all AI interactions.

RASPSYS LLP configures the Einstein Trust Layer as a mandatory step in any Einstein GPT deployment, ensuring your organisation's data governance and regulatory requirements are met before any generative AI feature goes live.

Timelines vary based on scope. A focused Einstein Lead Scoring or Next Best Action implementation can be completed in 3–5 weeks. A broader CRM Analytics project with multiple custom dashboards typically takes 6–10 weeks. Full Einstein GPT enablement across multiple clouds runs 4–8 weeks depending on configuration complexity.

All engagements begin with a 1-week discovery and data readiness phase so we can give you an accurate delivery timeline before work begins.

Ready to Put AI to Work in Your Salesforce Org?

Book a free Einstein readiness consultation with a RASPSYS expert. We will assess your data, map your goals, and show you exactly what AI can do for your team.