Getting Started

Step by Step Guide to getting started with Service Einstein

If you are brand new to Service Einstein as a Salesforce Partner, follow the steps below to get started on your journey.


Partner Pocket Guide

Partner
Pocket Guide

This Partner Pocket Guide is your one-stop shop for all the content and tools you need to successfully learn and implement Service Einstein as a Salesforce Partner.

Overview  Use Cases Enablement Collaboration
Org Access Resources
Overview  Use Cases Enablement
Collaboration Org Access
Resources

Overview

Enablement

Get started with these Service Einstein Partner enablement tools.

Enablement

Events

Grow your skills and knowledge through content customized for you. Join us for virtual and in-person events to expand your expertise as an implementation expert!

Visit Events Site

Collaboration

Get involved with these Service Einstein Partner enablement collaboration channels.

Collaboration

Partner Community

Join the offical Service Cloud Experts group on Partner Community!

Visit Partner Community

Demo Org Access

Where do I get access to a Service Einstein Demo / Developer org?


Resources

Resource Description Added/Updated
Einstein for Service First Call DeckFirst call deck for Einstein for Service, includes Service Agent informationFebruary 2025
Salesforce Einstein Pricing and Readiness GuideCheat Sheet for Einstein FeaturesApril 2025
Salesforce Einstein BotsReview the learning path for the Einstein Bots product. Includes blogs, trailheads and developer articles.April 2025
Einstein Case ClassificationImprove case data with predictive intelligence and save your support agents time.April 2025
Einstein Classification AppsCase Classification Apps information including: Preparation, Planning, Setup, Implementation and TrackingApril 2025
Einstein Next Best ActionRecommend offers and actions at the point of maximum impact.April 2025
Knowledge Grounding for AI: Quick LookPrepare your knowledge base to optimize AI-generated content.April 2025
Build AI Solutions with Einstein for ServiceUse the help system to walk through the recommendations, limitations and current capabilities of Einstein for Service - Generative AI solutionsApril 2025
Einstein Agents and Copilot BasicsLearn how to set up and use the new conversational AI assistant for CRM.April 2025
Einstein Conversation Mining and DemoLearn about the ECM report for analysts, the ECM capability within Service Intelligence and then how ECM works within current and future channelsApril 2024
Service Intelligence Overview and DemoService Intelligence Overview for partners. Partners are led through the capabilities, cloud dependencies, resources and demo org access for Service Intelligence.April 2024


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