Premise

In this project, I implemented Salesforce’s Einstein for Sales feature to streamline guest communication for a hospitality client. By configuring Sales Email Prompts and leveraging generative AI, I enabled their team to send customized, AI-assisted welcome emails to guests upon check-in—automatically populated with reservation details pulled from a custom lookup relationship.

Enable Einstein Setup

When creating a prompt, the first order of business is to enable Einstein setup.

Enable Einstein for Sales

We do the same enablement under Einstein for Sales.

Create a Connection Between a Guest Event and Reservation

Before drafting the Sales Email Prompt Template, I created a lookup field on a guest event that will look up a reservation.

Now that we can associate a reservation with a guest event, we create a new external reservation.

and then associate the External Reservation with a Guest Event.