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Salesforce Einstein AI Integration & Customization Services

See the Value of Salesforce AI, Sooner

Rolustech ensures your business is future-ready by seamlessly integrating Einstein AI and CRM Analytics into your Salesforce platform. Whether you’re in Sales, Service, or Marketing, our AI-powered enhancements bring actionable intelligence to your workflows, without disrupting your existing processes.

Our certified Salesforce experts bring years of experience in Salesforce Cloud platforms and tailor every Einstein AI integration to fit your organization’s structure, goals, and industry. This means you get intelligent automation and deep analytics where it matters most, while preserving the way your teams already work.

Having served the CRM industry for over 15 years and completed 900+ projects globally, Rolustech brings both the technical mastery and domain knowledge needed to maximize your Salesforce investment through innovative AI solutions.

Salesforce Einstein AI

Salesforce Einstein AI Configuration

Salesforce Einstein offers powerful out-of-the-box tools for analytics, forecasting, automation, and recommendations. Our certified experts help you configure these features for optimal performance and usability. We assess your Salesforce instance to determine where Einstein AI can have the most business impact, then configure it to surface the right insights at the right time.

Our Einstein Configurations include:

  • Setting up Einstein Lead & Opportunity Scoring
  • Configuring Einstein Prediction Builder
  • Customizing Einstein Bots for Customer Service
  • Creating AI-powered dashboards in CRM Analytics
  • Forecast tuning using Einstein Forecasting
  • Training internal users on interpreting AI insights

Salesforce Einstein Customization

Our team goes beyond configuration by customizing Einstein AI to meet your specific business logic and data model. Whether it’s designing custom scoring models or embedding AI-powered insights into Lightning Components, we help you get the most out of Salesforce AI.

Our Salesforce Einstein Customizations include:

  • Custom AI Models using Einstein Discovery
  • Einstein Next Best Action Flows
  • Custom Apex + AI-powered automation
  • Integrating Einstein with third-party data sources
  • Creating industry-specific prediction templates
  • Personalizing AI interfaces with Lightning Web Components

Our Salesforce Customizations include:

  • Apex Classes
  • Apex Triggers
  • 3rd Party Integrations
  • Visualforce Components/Pages
  • Visualforce Emails
  • Creating Lightning Components
  • Building Sites.com/Force.com Sites
  • Using CSS to alter the page layout
  • Adding capabilities with JavaScript
Salesforce Einstein Customization

How We Configure and Customize Einstein AI

Define Your AI Use Cases

We begin by identifying the most impactful use cases, such as lead prioritization, sales forecasting, customer service automation, or marketing recommendations.

Build Custom Reports and Dashboards

CRM Analytics and standard Salesforce reporting tools are used to present AI-driven trends and actionable insights across departments.

Configure and Extend AI Capabilities

We activate relevant Einstein features, fine-tune their performance, and if required, create custom logic using Apex, Flow, or external APIs.

Train and Enable Your Team

We ensure your team understands how to use and interpret Einstein features to make faster, smarter decisions.

Automate AI-Driven Workflows

With Process Builder and Flows, we connect Einstein insights to automated actions. For instance, notifying reps of hot leads or creating tasks based on AI predictions.

Salesforce Products Enhanced with Einstein AI

Rolustech brings Einstein capabilities to a wide range of Salesforce products to deliver personalized, predictive, and intelligent experiences:

  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Salesforce Marketing Cloud
  • Salesforce Commerce Cloud
  • Salesforce Financial Services Cloud
  • Salesforce Health Cloud
  • Salesforce Nonprofit Cloud
  • Salesforce Experience Cloud (Community)
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Salesforce Einstein UX Optimization

An innovative interface is just as crucial as intelligent analytics. Our UI/UX specialists enhance Einstein interfaces using custom Lightning Components and Visualforce, ensuring end users understand and trust AI-powered recommendations. We also implement role-specific dashboards and guided flows that surface the right insights for the right users.

Einstein-Powered App Development

Want to take Einstein mobile?
We build smart Salesforce apps that embed predictive insights and AI-driven automation into mobile workflows. Using
Lightning App Builder, Apex, and Einstein APIs, we design apps that empower teams on the go with the full power of AI.

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Salesforce AI Personalization

We help you reflect your brand identity while leveraging Salesforce AI. Our team creates custom themes and layouts with embedded Einstein analytics to drive user engagement. Personalization ensures that AI-powered features are not only functional, but they also feel intuitive and aligned with your processes.

Benefits of Salesforce Einstein AI Services

Smarter Decision Making

Access predictive insights, trend forecasts, and recommendations in real time

Increased ROI

Optimize campaign targeting, reduce churn, and drive revenue growth with data-driven actions.

Faster Sales Cycles

AI scoring and automation enable sales teams to focus on the most promising opportunities, allowing them to concentrate on the most lucrative prospects.

Increase Productivity

Streamline repetitive tasks and minimize manual workloads with an intelligent workflow solution.

Higher Customer Satisfaction

Einstein Bots and intelligent service recommendations improve customer experience.

Stronger User Adoption

Enhance CRM to be more intelligent and intuitive, promoting daily use among teams.
FAQs

Freequently Asked Question

Salesforce Einstein is an AI-powered layer within Salesforce that utilizes machine learning, predictive analytics, and natural language processing to deliver intelligent insights and automate tasks across the Sales, Service, Marketing, and Commerce Clouds.
Yes. Rolustech offers complete customization of Einstein AI, including tailored dashboards, predictive models, and automation rules that align with your specific business processes and goals.
Einstein features are available in various Salesforce editions; however, some advanced capabilities are only available in Enterprise or Unlimited editions. We help you assess your current setup and recommend the best licensing strategy.
Einstein AI operates within the secure Salesforce platform, ensuring enterprise-grade data protection and compliance with GDPR, HIPAA, and other standards. Rolustech further enhances integration security with role-based access and audit trails.
Implementation timelines depend on the complexity and scope of your use case. Basic setups may take 2–4 weeks, while advanced predictive models and automation can take longer. We provide an accurate timeline after a free consultation.