Salesforce Einstein Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Salesforce Einstein Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Salesforce Einstein related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Salesforce Einstein specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Salesforce Einstein Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Salesforce Einstein improvements can be made.

Examples; 10 of the 991 standard requirements:


1. What is an appropriate response when a client is disappointed that Einstein Discovery only detected patterns that were already known?
   
   

2. Which approach is considered best practice to assess the top predictors in order to get to a meaningful and robust model?
   
   

3. Have you been using Einstein Analytics and feel that your data integration is starting to get a little out of hand?
   
   

4. What data flow transformation would you use to combine rows from multiple datasets together into a single dataset?
   
   

5. How can the What Could Happen Insights feature help an Einstein Analytics consultant with analysis and discovery?
   
   

6. Which of standard deviations is for a curve that has values that are the most spread out away from the average?
   
   

7. Do you currently have authority in practice to review and manage the IT portfolio for the entire organization?
   
   

8. Does your organization have a human capital plan for address supporting timely and effective IT acquisition?
   
   

9. How do you enable a new generation of developers and non developers to build more intelligent apps, faster?
   
   

10. How can analytics identify highest risk properties and inform policy decisions and mitigation investments?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Salesforce Einstein book in PDF containing 991 requirements, which criteria correspond to the criteria in...


Your Salesforce Einstein self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Salesforce Einstein Self-Assessment and Scorecard you will develop a clear picture of which Salesforce Einstein areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Salesforce Einstein Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Salesforce Einstein projects with the 62 implementation resources:


• 62 step-by-step Salesforce Einstein Project Management Form Templates covering over 1500 Salesforce Einstein project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Project Management Plan: Are there any windfall benefits that would accrue to the Salesforce Einstein project sponsor or other parties?
   
   

2. Activity Duration Estimates: Is training acquired to enhance the skills, knowledge and capabilities of the Salesforce Einstein project team?
   
   

3. Planning Process Group: In what way has the Salesforce Einstein project come up with innovative measures for problem-solving?
   
   

4. Schedule Management Plan: Are the appropriate IT resources adequate to meet planned commitments?
   
   

5. Activity Cost Estimates: How and when do you enter into Salesforce Einstein project Procurement Management?
   
   

6. Initiating Process Group: Do you understand all business (operational), technical, resource and vendor risks associated with the Salesforce Einstein project?
   
   

7. Procurement Audit: Does procurement staff have skills to procure complex or special items (i.e. IT)?
   
   

8. Scope Management Plan: Has a structured approach been used to break work effort into manageable components (WBS)?
   
   

9. Procurement Audit: Were the tender documents comprehensive, transparent and non-discriminating?
   
   

10. Stakeholder Management Plan: Are there processes in place to ensure internal consistency between the source code components?


 
Step-by-step and complete Salesforce Einstein Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Salesforce Einstein project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Salesforce Einstein project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Salesforce Einstein project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Salesforce Einstein project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Salesforce Einstein project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Salesforce Einstein project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Salesforce Einstein project with this in-depth Salesforce Einstein Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Salesforce Einstein projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Salesforce Einstein and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Salesforce Einstein investments work better.

This Salesforce Einstein All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.