72 Salesforce Einstein Success Criteria

What is involved in Salesforce Einstein

Find out what the related areas are that Salesforce Einstein connects with, associates with, correlates with or affects, and which require thought, deliberation, analysis, review and discussion. This unique checklist stands out in a sense that it is not per-se designed to give answers, but to engage the reader and lay out a Salesforce Einstein thinking-frame.

How far is your company on its Salesforce Einstein journey?

Take this short survey to gauge your organization’s progress toward Salesforce Einstein leadership. Learn your strongest and weakest areas, and what you can do now to create a strategy that delivers results.

To address the criteria in this checklist for your organization, extensive selected resources are provided for sources of further research and information.

Start the Checklist

Below you will find a quick checklist designed to help you think about which Salesforce Einstein related domains to cover and 72 essential critical questions to check off in that domain.

The following domains are covered:

Salesforce Einstein, Samanage, Asset management, IT service management, Information technology, OCS Inventory, Service desk:

Salesforce Einstein Critical Criteria:

Administer Salesforce Einstein governance and frame using storytelling to create more compelling Salesforce Einstein projects.

– In the case of a Salesforce Einstein project, the criteria for the audit derive from implementation objectives. an audit of a Salesforce Einstein project involves assessing whether the recommendations outlined for implementation have been met. in other words, can we track that any Salesforce Einstein project is implemented as planned, and is it working?

– Will Salesforce Einstein deliverables need to be tested and, if so, by whom?

– Are accountability and ownership for Salesforce Einstein clearly defined?

Samanage Critical Criteria:

Accommodate Samanage management and get out your magnifying glass.

– What tools do you use once you have decided on a Salesforce Einstein strategy and more importantly how do you choose?

– Why should we adopt a Salesforce Einstein framework?

– Are there recognized Salesforce Einstein problems?

Asset management Critical Criteria:

Be clear about Asset management decisions and diversify by understanding risks and leveraging Asset management.

– Is an asset management process(es) in place to inventory and manage this new asset (investment) from a property management perspective, to provide Configuration Management support, and to monitor system performance?

– Deciding what level of hardware in the system is a decision process such as: is the cost or risk of loss with a usb cable, a tablet or a mouse sufficient to require tracking? Have we decided on the detail level?

– What are your key performance measures or indicators and in-process measures for the control and improvement of your Salesforce Einstein processes?

– Are you managing the business side of asset management to maximize the assets you own?

– What assets are being used with it (software, components)?

– What assets benefit from the discipline of itam?

– Are we prepared to respond to a software audit?

– Game of hide and seek at your organization?

– Have your assets gone into hiding?

– What, though, is asset management?

– Where in its life cycle is it?

– Why investigate other systems?

– How about your mobile assets?

– Which assets need managing ?

– What is the configuration?

– Why create a it am system?

– It assets -what are they?

– What is an itam program?

– What do it staff need?

– What are it assets?

IT service management Critical Criteria:

Co-operate on IT service management visions and probe the present value of growth of IT service management.

– So you have designed a great process, have invested in a slick itsm tool and paid your consultants for the best advice you could purchase. What makes you think anyone is actually going to follow the new processes after you close up the project and take down the posters?

– If the service provider is eligible for certification, then what is the scope of the processes being audited?

– What are the key differences between ITAM IT asset management and ITSM IT service management?

– What are our key differences between ITAM IT asset management and ITSM IT service management?

– Its worth asking the question: why are business sponsors for it projects so important?

– What does each software asset cost now and throughout the upgrade or refresh cycles?

– What challenges and opportunities does cloud computing present for IT Service Management ?

– Do you monitor the effectiveness of your Salesforce Einstein activities?

– Is the cloud service providers service desk local, onshore or offshore?

– Is the service provider eligible for certification under the scheme?

– Why is IT service management important to cloud providers?

– What best practices are relevant to your itsm initiative?

– What questions should be asked of a cloud service provider?

– How will changes affect the customers services?

– Will we be eligible for ISO/IEC 20000 certification?

– What is A good cloud service provider?

– What is the scope of certification?

– Is ITIL becoming irrelevant?

– Are we doing things right?

– Required Metrics Defined?

Information technology Critical Criteria:

Confer over Information technology outcomes and probe the present value of growth of Information technology.

– Does your company have defined information technology risk performance metrics that are monitored and reported to management on a regular basis?

– Do the response plans address damage assessment, site restoration, payroll, Human Resources, information technology, and administrative support?

– If a survey was done with asking organizations; Is there a line between your information technology department and your information security department?

– How can you negotiate Salesforce Einstein successfully with a stubborn boss, an irate client, or a deceitful coworker?

– How does new information technology come to be applied and diffused among firms?

– The difference between data/information and information technology (it)?

– When do you ask for help from Information Technology (IT)?

– What is Effective Salesforce Einstein?

OCS Inventory Critical Criteria:

Model after OCS Inventory planning and define OCS Inventory competency-based leadership.

– Which customers cant participate in our Salesforce Einstein domain because they lack skills, wealth, or convenient access to existing solutions?

– Have you identified your Salesforce Einstein key performance indicators?

– What is our formula for success in Salesforce Einstein ?

Service desk Critical Criteria:

Merge Service desk risks and frame using storytelling to create more compelling Service desk projects.

– Does the service provider have a service desk function based on itil principles?

– How does mobility improve your organizations service desk effectiveness?

– Does the service provider have a service desk function based on ITIL principles?

– How does mobility improve your organizations service desk effectiveness?

– Is the cloud service providers service desk local, onshore or offshore?

– How does mobility improve our organizations service desk effectiveness?

– Are You Running Your Service Desk or is Your Service Desk Running You?

– How do we go about Comparing Salesforce Einstein approaches/solutions?

– Which incidents should be logged by the service desk?

– Why is Salesforce Einstein important for you now?


This quick readiness checklist is a selected resource to help you move forward. Learn more about how to achieve comprehensive insights with the Salesforce Einstein Self Assessment:


Author: Gerard Blokdijk

CEO at The Art of Service | http://theartofservice.com



Gerard is the CEO at The Art of Service. He has been providing information technology insights, talks, tools and products to organizations in a wide range of industries for over 25 years. Gerard is a widely recognized and respected information expert. Gerard founded The Art of Service consulting business in 2000. Gerard has authored numerous published books to date.

External links:

To address the criteria in this checklist, these selected resources are provided for sources of further research and information:

Salesforce Einstein External links:

Salesforce Einstein Analytics Developer Center

Get Smart with Salesforce Einstein | Salesforce Trailhead

Salesforce Einstein – Get a 360° View of Sales – cien.ai
http://Ad · www.cien.ai/sales/producitvityapp

Samanage External links:

Samanage – Official Site

Samanage – Home | Facebook

API | Samanage

Asset management External links:

AQR – Alternative Investments | Asset Management | AQR

Asset Management Definition | Investopedia

Home | Deutsche Asset Management

IT service management External links:

How to Improve Your IT Service Management Process: 9 …

IT Service Management | Availability Management | Optanix

Remedy 9 – IT Service Management Suite – BMC Software

Information technology External links:

Rebelmail | UNLV Office of Information Technology (OIT)

Umail | University Information Technology Services

SOLAR | Division of Information Technology

OCS Inventory External links:

OCS Inventory NG Agent

OCS Inventory (@OcsInventory) | Twitter

OCS Inventory Server Install – YouTube

Service desk External links:

Welcome to BMC Service Desk Express

WVU Facilities Service Desk

Login – Sykes Service Desk