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Sameerx
how to enable Einstein in Salesforce? How do I get a engagement team members name in Sf report (Not line owner or Manager)
Hi all -
1. I need to create a report to find opportunities based on team member names (Not line owner or manager)/ opportunities in pursuit. Is this something to be done in Einstein?
2. How do I start using Einstein in Salesforce?
1. I need to create a report to find opportunities based on team member names (Not line owner or manager)/ opportunities in pursuit. Is this something to be done in Einstein?
2. How do I start using Einstein in Salesforce?
1. After a little search on the web I could find this for you : https://success.salesforce.com/answers?id=9063A000000DtHpQAK
I think you could do it this way.
2. To start using Einstein for Salesforce, you can follow the trailhead tutorial explaining all steps : https://trailhead.salesforce.com/en/content/learn/modules/get_smart_einstein_feat/get_smart_einstein_feat_basics
Have a good day
Valentin