Intelligent Sales Settings configure the Einstein-powered sales features — High Velocity Sales, Sales Cadences, Einstein Conversation Insights, lead / opportunity scoring. Each is a separate paid feature; Intelligent Sales Settings is the umbrella enablement page.
- Confirm Einstein for Sales licensing
Setup → Intelligent Sales Settings — page shows licensed features.
- Open Setup → Intelligent Sales Settings
Setup gear → Quick Find: Intelligent Sales → Intelligent Sales Settings.
- Tick the features to enable
Each Einstein feature has its own toggle. Some require additional setup pages (Sales Cadences need cadence definitions; Lead Scoring needs training data).
- For each enabled feature: complete its setup page
Sales Cadences: build cadence templates. Lead Scoring: pick fields, train model. Einstein Conversation Insights: connect to call recording source.
- Configure user assignments via Permission Sets
Each Einstein feature needs a Permission Set License (PSL) and a Permission Set granted to users.
- Save
Features are enabled. Users with the right permissions see Einstein-powered cards on records.
Sales Cadences for SDR / inside-sales workflows.
ML-driven Lead score predicting conversion.
ML-driven Opp score predicting close.
AI analysis of sales call recordings.
Email / calendar sync (covered separately).
- Intelligent Sales features are paid add-ons. Confirm licensing before scoping — most features bundle into specific Sales Cloud editions.
- Lead / Opportunity Scoring need training data. Models trained on too-small datasets produce unreliable scores. Salesforce flags this in the model status.
- Einstein Conversation Insights requires a call recording source (Sales Cloud Voice, Gong, Chorus). Without one, the feature has nothing to analyze.