Top 69 Salesforce Einstein Things You Should Know

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 69 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:

Conceptualize Salesforce Einstein results and remodel and develop an effective Salesforce Einstein strategy.

– Is there any existing Salesforce Einstein governance structure?

– What are the Essentials of Internal Salesforce Einstein Management?

– What is Effective Salesforce Einstein?

Samanage Critical Criteria:

Confer re Samanage tasks and integrate design thinking in Samanage innovation.

– Think about the functions involved in your Salesforce Einstein project. what processes flow from these functions?

– What are the record-keeping requirements of Salesforce Einstein activities?

– Does Salesforce Einstein appropriately measure and monitor risk?

Asset management Critical Criteria:

Track Asset management tactics and frame using storytelling to create more compelling Asset management projects.

– 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?

– Does Salesforce Einstein analysis show the relationships among important Salesforce Einstein factors?

– What are the key differences for us between asset management and Service Management?

– What processes do we have in place to harvest licenses from disposed hardware?

– What is our policy around the distribution of software?

– How do we determine who is entitled to what software?

– What assets benefit from the discipline of itam?

– Can we quantify our compliance risk exposure?

– Game of hide and seek at your organization?

– What is currently being used/done?

– What are our Salesforce Einstein Processes?

– Do we know ho owns every asset?

– Where in its life cycle is it?

– Why investigate other systems?

– How about your mobile assets?

– Who can initiate changes?

– What is an itam program?

– What are it assets?

– Who is using it?

IT service management Critical Criteria:

Have a session on IT service management engagements and define what do we need to start doing with 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 we could not clearly quantify where the benefits were, we would then start getting lots of questions: why are you doing it because we could be spending the money elsewhere?

– Are we getting a handle on project initiation-related risks, which is all about are we doing the right things?

– How would you describe the impact of cloud vis-a -vis your ITSM initiative/capabilities in your organization?

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

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

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

– Is Service Delivery (hardware/software/people) capable of supporting requirements?

– What level of service resilience and backup is provided within the service?

– If your itsm team is slated for growth, what are the relevant reasons?

– Are you running your service desk or is your service desk running you?

– What metrics will be provided and are they relevant?

– How does this service support business activities?

– Does anyone know the value of enterprise it?

– Why is cloud computing important?

– What is it Service Management?

– Does IT get our business?

– How is it integrated?

– Fit for purpose?

– what is next?

Information technology Critical Criteria:

Be responsible for Information technology tactics and point out Information technology tensions in leadership.

– Think about the kind of project structure that would be appropriate for your Salesforce Einstein project. should it be formal and complex, or can it be less formal and relatively simple?

– What are the key elements of your Salesforce Einstein performance improvement system, including your evaluation, organizational learning, and innovation processes?

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

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

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

– What will be the consequences to the business (financial, reputation etc) if Salesforce Einstein does not go ahead or fails to deliver the objectives?

– 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)?

OCS Inventory Critical Criteria:

Match OCS Inventory planning and know what your objective is.

– For your Salesforce Einstein project, identify and describe the business environment. is there more than one layer to the business environment?

– Among the Salesforce Einstein product and service cost to be estimated, which is considered hardest to estimate?

Service desk Critical Criteria:

Examine Service desk visions and balance specific methods for improving Service desk results.

– Will we be eligible for ISOIEC 20000 certification, even if our Service Desk, infrastructure management and applications management functions are located in different countries?

– 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?

– Do Salesforce Einstein rules make a reasonable demand on a users capabilities?

– 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?

– What are valid performance indicators for the service desk?

– How do we maintain Salesforce Einsteins Integrity?


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 |

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 Features | Salesforce Trailhead

Samanage External links:

Welcome | Samanage Community

Samanage IT Service Support Management (ITSSM) …

See what employees say it’s like to work at Samanage. Salaries, reviews, and more – all posted by employees working at Samanage.

Asset management External links:

AQR – Alternative Investments | Asset Management | AQR

BOK Financial Asset Management

Fidelity Institutional Asset Management

IT service management External links:

Remedy 9 – IT Service Management Suite – BMC Software

IT Service Management | Availability Management | Optanix

ITIL | IT Service Management | ITSM | AXELOS

Information technology External links:

SOLAR | Division of Information Technology

Umail | University Information Technology Services

OHIO: Office of Information Technology |About Email

OCS Inventory External links:

OCS Inventory – Oklahoma State University–Stillwater

OCS Inventory (@OcsInventory) | Twitter

OCS Inventory NG Agent

Service desk External links:

IT Service Desk Live Chat

Five Points Service Desk

CUNA Service Desk