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Einstein Copilot For Sales

Category: Sales  ·  Sub-category: sales-misc  ·  Last updated:
Sales-specific AI features in Sales Cloud: Einstein Opportunity Scoring setup and optimization, Einstein Activity Capture configuration, AI email generation, Pipeline Inspection AI insights, and Einstein Relationship Insights. NOT for core Agentforce setup, agent topic design, or Einstein Trust Layer configuration.

About this skill (catalog notes)

Einstein Copilot For Sales is published as a SKILL.md file in this catalog. At roughly 2,372 words the SKILL.md is on the longer end of the catalog distribution.

Original author
Pranav Nagrecha
Indexed lastmod
Catalog position
Sales · sales-misc
Indexed related skills
10

How Einstein Copilot For Sales fits the catalog

Einstein Copilot For Sales sits in the Sales category under the sales-misc sub-topic in the ClaudSkills catalog. There are 10 related skills indexed alongside it; comparing a few before installing usually reveals which fits your workflow best.

These notes are auto-generated from features detected in the SKILL.md file and from this catalog's structure — they aren't part of the source repository.

From the source SKILL.md

This skill activates when a practitioner needs to enable, configure, review, or troubleshoot the sales-specific AI features in Sales Cloud: Opportunity Scoring, Einstein Activity Capture (EAC), AI email generation, Pipeline Inspection AI insights, and Einstein Relationship Insights. It does NOT cover core Agentforce agent creation, agent topic design, or Einstein Trust Layer setup — use the dedicated skills for those areas.

What this skill does

Einstein Copilot For Sales is a community-contributed Claude Code skill in the sales-misc sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/einstein-copilot-for-sales/ and loads when your prompt matches the skill's trigger.

Who uses this skill

The Einstein Copilot For Sales Claude Code skill is built for sales development reps, account executives, revenue operations teams, and customer success managers. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 116,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/einstein-copilot-for-sales
curl -L https://claudskills.com/skills/einstein-copilot-for-sales/SKILL.md \
  -o ~/.claude/skills/einstein-copilot-for-sales/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/einstein-copilot-for-sales/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/einstein-copilot-for-sales/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\einstein-copilot-for-sales\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Telegram

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

Frequently asked questions

How do I install the Einstein Copilot For Sales Claude Code skill?
Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/einstein-copilot-for-sales/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.
What does the Einstein Copilot For Sales skill do?
Sales-specific AI features in Sales Cloud: Einstein Opportunity Scoring setup and optimization, Einstein Activity Capture configuration, AI email generation, Pipeline Inspection AI insights, and Einstein Relationship Insights. NOT for core Agentforce setup, agent topic design, or Einstein Trust Layer configuration.
Is this skill free to install?
Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.
When should I use the Einstein Copilot For Sales skill?
Use Einstein Copilot For Sales when your Claude Code task falls under the Sales category — specifically in the sales misc area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Einstein Copilot For Sales" or describe the task and let Claude pick). Browse related skills at /category/sales/.
What is a Claude Code skill and how does the Einstein Copilot For Sales skill fit in?
A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Einstein Copilot For Sales is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Sales category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA
Pranav Nagrecha. (2026). Einstein Copilot For Sales [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/einstein-copilot-for-sales/
BibTeX
@misc{einstein-copilot-for-sales-2026,
  author    = {Pranav Nagrecha},
  title     = {Einstein Copilot For Sales [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/einstein-copilot-for-sales/}
}

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