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
    Enablement

    Service Cloud Consultant

    This certification is essential for all partners who want to go into the Service Cloud Consulant path. We highly recommend that you have this certification before starting on the Implemenation Expertise learning efforts.

    Learn About Exam
    Enablement

    Implementation Expert

    Service Einstein & AI Implementation Expert Workshop prepares partners for Service Einstein & AI Implementations. This virtual workshop along with the quiz will count towards a Consulting Partner's Navigator Implementation Expert distinction.

    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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