Einstein Deal Insights flags Opportunities trending negatively and surfaces the factors influencing predictions — "this deal hasn't had activity in 14 days," "customer competitor mention spiked." Pairs with Einstein Opportunity Scoring; Insights tells reps WHY a deal is at risk while Scoring tells them which deals to focus on.
- Confirm Einstein for Sales licensing
Setup → Einstein Setup. Deal Insights is part of Einstein for Sales bundles; usually paired with Opportunity Scoring.
- Open Setup → Einstein Deal Insights
Setup gear → Quick Find: Einstein Deal Insights → Einstein Deal Insights.
- Tick Enable Deal Insights
Activates analysis on Opportunities.
- Configure insight types to surface
Activity-based (last activity date), Stage-velocity (time in stage vs typical), Sentiment-based (if Conversation Insights data available), External signal (news / company changes).
- Wait for initial training
Model trains on historical Opportunity outcomes. Multi-hour first-time training.
- Add the Deal Insights component to Opportunity layouts
Lightning App Builder → Opportunity record page → drop Deal Insights component. Reps and managers see flagged risks inline.
- Save
Insights surface on existing Opportunities meeting threshold criteria.
Activity / Stage Velocity / Sentiment / External Signal.
Below this, no insight surfaces.
Lightning App Builder.
- Deal Insights and Opportunity Scoring are complementary. Without both, reps see scores without explanation (Opp Scoring alone) or signals without prioritization (Deal Insights alone). Most orgs deploy together.
- External signal insights require third-party data feeds (Einstein Relationship Insights or partner integration). Without those, insights are limited to Salesforce-internal data.
- Insight quality depends on activity data quality. If reps don't log activities, the model can't detect activity gaps — train rep behavior in parallel with the rollout.