Lead Assignment through Salesforce Einstein

Are you still assigning Leads to owners manually? Have you been investing a lot of time analysing whom should I assign this Lead to? If so, here’s a solution to all such problems. With Salesforce Einstein all of this process can be made much simpler.

Einstein analyses the description of the Lead and accordingly assigns it to the owner. Once the owner is assigned through Einstein he/she can be notified through EMail using simple Apex code.

Process Flow:

The process for carrying out this task involves training of a model by providing it with training data. This process of training a model using Salesforce Einstein API has been broadly discussed in the “Automatic Email Classification Using Salesforce Einstein” blog.
Basically in order to train a model, previous Lead data is collected and stored in an excel sheet/csv format. The more the amount of data, the better is our model trained. This data is passed to Einstein for the training of model. Once the model is trained, a trigger on Lead object is created that is fired whenever a new entry is created in this Lead object. Description of the newly created lead is passed using the model ID of the model trained in the previous step. This model analyses the description of the Lead and assigns it an owner. The owner is then notified through email too that he/she has been assigned to a Lead.

The following are the steps that show the automatic assignment of Lead Category and Lead Owner on creation of a Lead.
  • Creating a new record in Lead Object.

    Enter values in the fields shown on lead creation page to create a new lead. Make sure to fill all the required fields.

  • Give a description of the Lead, this would be sent eventually to the model to assign a Category and Owner to this lead record.

    Make sure to fill the description field so that the Lead can be analysed to be assigned to an owner and also to categorise this Lead.

  • Once saved the Lead Record is added to our list of Leads.

    As soon as you click Save button on the Lead creation page, a new lead is created and the record can be seen by clicking the Leads tab.

  • Lead Category automatically assigned as soon as the record is saved.

    On saving the lead record, the text mentioned in the ‘Description’ field is analysed by Einstein to give a category to Lead. This category can be seen once the record is saved.

  • Lead Owner automatically is assigned on the basis of Lead category.

    Based on the category assigned to the newly created Lead in previous step, an owner to this lead is assigned.

Thus it can be seen that Salesforce Einstein can be highly beneficial for solving or providing efficient solutions to common problems. It is reducing the complexity of AI thus enabling any company to deliver smart, personalized and predictive customer experiences. Similar to Lead classification, there can be many other applications for which Einstein can be used and help you to truly benefit your customers.