Einstein 1 Platform Archives - gettectonic.com

24Apr

Salesforce Einstein Summer 24 Release Notes

Supercharge your workforce efficiency with predictive and generative AI. Salesforce Einstein Summer 24 Release Notes. Rights of ALBERT EINSTEIN are used with permission of The Hebrew University of Jerusalem. Represented exclusively by Greenlight. CLOUD FEATURES RELEASE NOTE June ’24 Analytics Report Formula Generation Add Calculated Fields to Your Data Cloud Reports with Einstein Generative AI Field Service Pre-Work Brief Customize the Pre-Work Brief with Prompt Builder Flow Builder Einstein for Flow Let Einstein Build a Draft Flow for You Industries: Contracts Contracts AI Tailor Your Default and New Field Prompts for Effective Data Extraction Industries: Health Cloud Assessment Generation Automate Assessment Generation With Einstein Generative AI Industries: Net Zero Cloud ESG Reports Einstein for Net Zero Cloud Overall Salesforce Scheduler Generate Personalized Appointment Invitation Emails with Prompt Builder Sales Enablement, Relationship Selling, Sales Emails Einstein for Sales Sales Einstein Conversation Insights Einstein Conversation Insights Service Article Recommendations, Feedback Management, Work Summaries Einstein for Service Service Service Catalog Einstein for Service Catalog Einstein Features Salesforce Einstein Summer 24 Release Notes Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

April 24, 2024in Einstein 1 Platform, Einstein Insights, Generative AI, Salesforce, Salesforce Data Cloud, Salesforce Einstein

24Apr

Summer 24 Salesforce Data Cloud Release Notes

Ingest, harmonize, unify, and analyze streaming and batch data with Data Cloud. Then use that data to unlock meaningful and intelligent experiences across Customer 360 applications and beyond. Summer 24 Salesforce Data Cloud Release Notes. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

April 24, 2024in Einstein 1 Platform, Salesforce, Salesforce Data Cloud

09Apr

What is Salesforce Einstein 1?

The bold new future of enterprise AI requires a new type of platform. What is Salesforce Einstein 1? One platform that can handle terabytes of disconnected data, gives you the freedom to choose your AI models, and connects directly into the flow of work, all while maintaining customer trust. The Einstein 1 Platform unifies your data, AI, CRM, development, and security into a single, comprehensive platform. It empowers IT, admins, and developers with an extensible AI platform, facilitating fast development of generative apps and automation. What is Salesforce Einstein 1 Einstein 1 has a mixture of artificial intelligence tools on the platform, and it kind of mirrors the way the core Salesforce platform is built, standardized and custom. We have out of the box AI features such as sales email generation in Sales Cloud, and service replies in Service Cloud. What is Einstein One? Einstein One seamlessly integrates our robust data platform with Data Cloud, offering a comprehensive AI and data-driven solution within our CRM service. As the leading comprehensive AI for CRM, Salesforce Einstein transforms the Customer Success Platform by incorporating a suite of integrated AI technologies, making it more intelligent and accessible to innovators worldwide. Introducing the Einstein One Platform The future of enterprise AI demands a groundbreaking platform capable of managing terabytes of diverse data, providing the flexibility to select AI models, and seamlessly integrating into daily workflows while maintaining customer trust. The Einstein One Platform consolidates data, AI, CRM, development, and security into a singular, comprehensive platform. It empowers IT, administrators, and developers with an extensible AI platform, facilitating rapid development of generative apps and automation. Salesforce has made significant investments in enhancing the Einstein One platform by introducing two prompt engineering features – a testing center and prompt engineering suggestions, demonstrating the company’s commitment to advancing AI capabilities. Data-driven and AI-driven customer experiences are vital in constructing Data Cloud. Salesforce’s predictive AI, Einstein, has been operational since 2016, conducting over a trillion predictions per week. The company continuously evolves its capabilities, introducing generative AI products like Einstein GPT, discussed at Dreamforce [2023]. ‘Customer 360′ now represents Salesforce customers’ ability to transform into customer-centric entities, delivering integrated and cohesive experiences across sales, marketing, service, and commerce. Leveraging Data Cloud, structured and unstructured engagement data comes alive, offering a personalized perspective of customer interactions. Einstein is accessible through various Salesforce products, including Sales Cloud, Service Cloud, Marketing Cloud, Salesforce Platform, Analytics Cloud, and Community Cloud. What is the Einstein One platform? Salesforce’s Einstein One is a transformative platform that securely integrates data, connects multiple Salesforce products, and empowers customer-centric businesses to create AI-driven apps, revolutionizing CRM interactions. What applications are connected with the Einstein One platform? Einstein Trust Layer: Ensuring the security of generative AI applications within Salesforce, this application acts as a safeguard for data, preventing unauthorized access. Data Cloud: Unifying structured and unstructured data, Data Cloud completes the customer 360 profile, integrating seamlessly with the Einstein One platform and making data actionable. Einstein Copilot: A built-in conversational assistant, Einstein Copilot enables users to ask questions in Natural Language and receive intelligent answers, actions, and more. Copilot Studio: An essential component of Einstein One, Copilot Studio manages Einstein One and Einstein Copilot, allowing businesses to control user access and use generative AI in their workspace. Prompt Builder, Skill Builder, Model Builder: Tools within Copilot Studio, these components empower businesses to create trusted AI prompts, add skills to user access, and choose AI models. What is Data Cloud for Einstein One? Data Cloud, combined with the Einstein Trust Layer, provides secure access to a unified data repository, forming a reliable resource for complete customer profiles and supporting AI assistants. Data Cloud facilitates valuable visualizations through reports, dashboards, and tools like Tableau, offering insights to enhance understanding of customers and business operations. What will Einstein One do for businesses? Einstein One aims to: Increase productivity Reduce operational costs Enhance the delivery of exceptional customer experiences The debut of Einstein One marks a significant stride for Salesforce and businesses, offering a secure path to boost productivity through AI technologies, ensuring continuous access to cutting-edge technologies for businesses. Where can generative AI impact businesses today? Generative AI has the potential to impact businesses by enhancing repetitive processes, making them faster. Exploring text-based processes, such as repetitive emails or form filling, is a great starting point for businesses looking to enhance capabilities. What can generative AI do for sales, service, field service teams? Generative AI can positively impact teams by automating processes, offering intelligent insights, and improving overall efficiency. Specific use cases for generative AI in sales, service, and field service teams can be explored through Salesforce’s 101 video series. What does Einstein One Tableau do? Einstein One Data Cloud, formerly known as Genie, serves as a metadata management tool connecting data from various sources. It makes data usable for AI and analysis, integrating with Einstein One, Tableau, and Salesforce’s CRM applications. Is Salesforce Einstein the same as Tableau? Formerly known as Einstein Analytics, Tableau CRM is Salesforce’s premium analytic platform, offering a powerful way to explore data, especially for current Salesforce users. Salesforce has renamed Einstein Analytics to Tableau CRM, reflecting its commitment to empowering users to make better decisions faster. In essence, the Einstein One platform combines Salesforce Data Cloud, Einstein Copilot, and the Einstein Trust Layer, providing a comprehensive solution for secure and connected data, facilitating generative AI on a comprehensive platform. Salesforce’s Einstein One Platform & the Data-Driven Revolution This innovation has the potential to revolutionize the way businesses interact with their customers. In this insight, we delve deeper into this transformative development, offering valuable insights, considerations for implementation, and the indispensable expertise of Tectonic as a data-oriented technology partner. Salesforce Data Cloud and Einstein AI are now seamlessly integrated into the Einstein One Platform. This integration empowers companies to effortlessly connect their diverse data sources, enabling the creation of AI-driven applications with minimal coding effort. Moreover, it forges a cohesive view of your data across

April 9, 2024in Artificial Intelligence, Data, Einstein 1 Platform, Einstein Insights, Enterprise, Generative AI, Google, Mulesoft, Salesforce, Salesforce Data Cloud, Salesforce Einstein, Salesforce Sales Cloud, Technology

06Apr

Einstein Copilot for Tableau in Public Beta

Salesforce Introduces Einstein Copilot for Tableau in Public Beta In early April, Salesforce unveiled the public beta availability of Einstein Copilot for Tableau, an innovative AI-powered assistant aimed at assisting users across various roles and functions in exploring and interacting with data within Tableau. This groundbreaking tool enables deep dives into data by leveraging Tableau’s analytical engine through natural language queries, accessing data from spreadsheets, cloud and on-premises data warehouses, and Salesforce Data Cloud. The public release of Copilot for Tableau is anticipated to be widely available to customers by summer 2024. Key Features of Einstein Copilot for Tableau Einstein Copilot for Tableau offers several features tailored to enhance user experience and streamline data exploration: Recommended Questions: The assistant automatically analyzes data and suggests relevant questions, allowing users to interact with data effortlessly without the need for specialized data analysis skills. Conversational Data Exploration: Users can iterate and refine their data exploration process seamlessly while maintaining context, enabling them to ask follow-up questions and delve deeper into insights as if they were engaging in a conversation with their data. Guided Calculation Creation: Copilot guides users through the process of creating calculations and parsing information, simplifying complex tasks such as extracting specific data elements from text fields. Enhancing Accuracy and Trust To ensure accuracy and contextual relevance, Einstein Copilot for Tableau leverages trusted company data from Data Cloud, fostering trust among users by delivering precise and relevant outputs based on internal data sources. Future Outlook Salesforce’s approach to introducing generative AI assistants for specific product types and use cases underscores the importance of function-specific training to meet users’ specific needs. As the technology matures, vendors may transition from premium license fees to consumption-based models, reflecting the evolving landscape of AI assistant technology adoption. The rollout of Einstein Copilot for Tableau represents a significant step forward in making data analysis accessible to a broader audience, reinforcing Salesforce’s commitment to innovation and customer-centric solutions in the realm of AI-powered analytics. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

April 6, 2024in Einstein 1 Platform, Salesforce, Salesforce Data Cloud, Salesforce Tableau

04Apr

Build a Culture of Data

What is a Data Culture? A Data Culture is the collective behaviors and beliefs of people who value, practice, and encourage the use of data to improve decision-making. As a result, data is woven into the operations, mindset, and identity of an organization. Why is a data culture important? It enables more informed decision-making. With a data culture in place, decisions at all levels of the organization are based on data-driven insights rather than intuition or guesswork. This leads to more effective strategies and better outcomes. What is the difference in data culture and data strategy? Gartner defines data strategy as “a highly dynamic process employed to support the acquisition, organization, analysis, and delivery of data in support of business objectives.” In contrast, the culture around data comes together with data talent, data literacy, and data tools. Build a Culture of Data Building a data culture is crucial for companies to unlock valuable insights and make smarter, more strategic decisions. Here’s what leaders need to know to foster a data-driven environment: By following these steps and prioritizing the development of a data culture, leaders can empower their organizations to make informed decisions, drive growth, and stay ahead of the competition in today’s data-driven world. Data Maturity Understanding data maturity is crucial for organizations as it provides a framework for assessing their current state of data management and analytics capabilities. It serves as a tool to guide decision-making and prioritize initiatives aimed at advancing the organization’s data capabilities. By evaluating data maturity, organizations can identify gaps, set goals, and determine the necessary steps to progress along their data journey. Data maturity assessment typically involves evaluating various aspects of data management, including data governance, data quality, data infrastructure, analytics capabilities, and organizational culture around data. Based on the assessment, organizations can identify areas of strength and weakness and develop a roadmap for improvement. Furthermore, understanding data maturity enables organizations to track their progress over time. By periodically reassessing data maturity, organizations can measure how much they have advanced and identify areas that still require attention. This iterative process allows organizations to continuously improve their data capabilities and adapt to evolving business needs and technological advancements. In summary, understanding data maturity allows organizations to: Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

April 4, 2024in Einstein 1 Platform, Salesforce

27Mar

Einstein Copilot – A Valued Team Member

What Can Salesforce Einstein Copilot AI Really Do? Einstein Copilot – A Valued Team Member To find out, let’s virtually attend a live demo of the service March 2024. The short answer to the question is “whatever your business needs,” but with a common caveat in AI demos: beware of hallucinations. Keeping Data SafeLet’s rewind a bit. Back in September, Salesforce unveiled Einstein Copilot at Dreamforce, emphasizing customer data safety as a key selling point. Salesforce CEO Marc Benioff stated, “Your data isn’t our product.” Then, in February, the product entered public beta. Salesforce re-emphasized that the Einstein Trust Layer, designed to protect customer data, was a critical reason why customers could trust the responses and actions of Salesforce Einstein Copilot. At the demo safety was again a primary focus. Salesforce Product Management leads Gary Brandeleer and Jaswinder Rattanpal highlighted that Einstein is designed to differentiate between sensitive and non-sensitive data and to verify if the end-user has appropriate access rights for their query. These measures prevent leaks of confidential information and also minimize the impact of any potential “hallucinations” by compartmentalizing data. Rattanpal offered a word of caution: “While we have these amazing tools, be careful because we are not at a stage when they can be 100% trusted. Always have a human in the loop, especially when dealing with information that may become public.” Maximizing EfficiencySalesforce’s emphasis on data safety is wise, and its more than 150,000 customers worldwide will appreciate it. However, the real appeal of Einstein Copilot lies in the efficiency it offers. This efficiency stems from two key principles that drive Salesforce’s approach to AI. The first principle is that AI copilots fundamentally change how humans interact with software. Instead of navigating through clicks and menus, users can ask questions and receive answers directly, making software interaction more conversational. This shift can potentially transform software development and reduce the time required to complete tasks, particularly in sales, marketing, and customer service. Users can access Einstein across Salesforce’s interface. One click launches the assistant, which can execute tasks while the user attends to other duties. This reduces the time spent sifting through information to find answers. During the demo, Rattanpal showcased how Einstein could summarize an account’s financial history and populate different fields with data from a single prompt. Customization and AvailabilityThe second principle is the mix of customization and availability. Salesforce aims to allow users to deploy Einstein Copilot across any desired modules and to customize these deployments to suit each customer’s specific needs. Recognizing that its vast customer base has diverse requirements, Salesforce makes Einstein flexible yet grounded in a safety-first approach. Admins can customize Einstein using Copilot Builder, Prompt Builder, and Model Builder, each offering different levels of customization. Standard actions, like “write an email,” require minimal development, while custom actions typically involve more intricate setups. More Than a Copilot: A CoworkerThese capabilities often make Einstein feel more like a valued team member than a mere copilot. During the demo, Brandeleer showed how Einstein could determine whether a sales opportunity was worth pursuing—a subjective query that Einstein backed with a dozen data-driven reasons. This level of analysis, which would take a human hours or days to compile, underscores Einstein’s potential to exceed human efficiency and objectivity. When an AI can provide better answers to subjective questions than a human, it transcends being a simple tool. If it can effectively manage hallucinations, the question becomes: what can’t Einstein do? Salesforce Einstein Copilot stands out not only for its robust data safety measures but also for the significant efficiency and customization it offers. With its advanced capabilities, Einstein has the potential to revolutionize how businesses handle routine and complex tasks, making it an invaluable asset for any organization. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 27, 2024in Einstein 1 Platform, Salesforce

21Mar

The New Age of Compliance with AI

How can small businesses ensure compliance? Business in the New Age of Compliance with AI can be challenging. While larger corporations often allocate resources for extensive research and development to maintain compliance, smaller businesses may lack the means to conduct thorough due diligence. In such cases, it becomes crucial for them to pose the right questions to vendors and technology partners within their ecosystem. Even as Salesforce takes strides in creating trustworthy generative AI solutions for its customers, these customers also engage with other vendors and processors. It is imperative for them to remain vigilant about potential risks and not rely solely on trust. Salesforce and Tectonic suggest that smaller companies should inquire about: For smaller companies, depending on the due diligence of third-party service providers becomes essential. Evaluating privacy protocols, security procedures, identification of potential harms, and safeguarding measures are critical aspects that demand close attention. In this New Age of Compliance with AI everyone is responsible. Choosing an AI savvy Salesforce partner like Tectonic protects you and your company. The Einstein Trust Layer is your insurance that you are doing artificial intelligence right. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 21, 2024in Einstein 1 Platform, Generative AI, Salesforce, Salesforce Einstein

12Mar

Use Salesforce Einstein Copilot

In tandem with Microsoft introducing its Copilot solution and fueled by generative AI. Salesforce is leveraging the capabilities of Large Language Models (LLMs) to empower professionals in sales, marketing, and customer service. Use Salesforce Einstein Copilot. As an extension of Salesforce’s existing suite of Einstein AI features, the company unveiled “Einstein 1” this year—an advanced iteration of the Salesforce platform, equipped with a range of tools facilitating the integration of AI into everyday workflows. Use Salesforce Einstein Copilot At the core of this advancement is the Einstein Copilot solution, complemented by the new Copilot studio and the Einstein Trust Layer. Positioned as Salesforce’s version of generative AI chatbot tools, Einstein Copilot aims to enhance the efficiency of CX staff by enabling them to accomplish specific tasks seamlessly. This tool taps into customer data from the Salesforce Data Cloud to enhance accuracy, incorporating telemetry data, enterprise content, customer insights, and Slack conversations. Through its conversational interface, Einstein Copilot facilitates auto-generation of customer replies, creation of sales emails, and development of unique consumer experiences. Einstein Copilot boasts versatile use cases across different departments, offering personalized recommendations and content generation for all customer-facing team members. Natively integrated into the Salesforce ecosystem, it can access data from any application, ensuring greater personalization through natural language prompts. Specific applications of Einstein Copilot include: Einstein Copilot Key Features: Customers can access Einstein Copilot through the purchase of Einstein 1 editions or by adding it to Enterprise or Unlimited Editions. Currently available for Sales Cloud and Service Cloud, Einstein Copilot will expand to Tableau, Commerce Cloud, and Marketing Cloud later in 2024. The solution supports data residency in the United States and the English language, aiming to alleviate burdens across various user types. Further insights about Copilot were unveiled at this year’s TrailblazerDX event. Like2 Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more

March 12, 2024in Einstein 1 Platform, Salesforce Einstein

07Mar

Embed Einstein Copilot

We’ve all been hearing about Einstein, Salesforce’s AI, for some time now. At Trailblazer DX yesterday we learned a whole lot more. Read on to know why you should embed Einstein Copilot in your Salesforce org. Salesforce has introduced Einstein 1 Studio, a suite of low-code tools that empowers Salesforce admins and developers to tailor Einstein Copilot, the CRM’s conversational AI assistant, and seamlessly integrate AI into any application for a personalized customer and employee experience. Einstein 1 Studio includes Copilot Builder for crafting custom AI actions, Prompt Builder for creating and activating custom prompts, and Model Builder for building or importing various AI models. These tools enable businesses to deliver tailored AI experiences across the Einstein 1 Platform, enhancing productivity and customer satisfaction. Embed Einstein Copilot Key Highlights: Salesforce aims to address challenges enterprises face in unlocking the power of AI across their business by providing intuitive user interfaces, adaptable AI models, and access to trusted customer data. The Einstein 1 Studio tools are designed to boost productivity, enhance customer experiences, and increase operational efficiency. Contact Tectonic today to learn more about putting Einstein to work at your company. Like2 Related Posts Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more

March 7, 2024in Einstein 1 Platform, Mulesoft, Salesforce Einstein

07Mar

Einstein Trust Layer Explained

The Einstein Trust Layer, seamlessly integrated into the Salesforce Platform, serves as a secure AI architecture designed to meet enterprise security standards. This foundational layer prioritizes stringent security measures, allowing teams to harness the power of generative AI without compromising customer data. Simultaneously, it empowers companies to make the most of their trusted data, thereby enhancing the precision of generative AI responses. Key features of the Einstein Trust Layer include: Integrated and Grounded: An inherent component of every Einstein Copilot, the Trust Layer ensures that generative prompts are firmly rooted and enriched in trusted company data. Its integration with Salesforce Data Cloud establishes a seamless connection, reinforcing the reliability and relevance of generative responses. Zero-Data Retention and PII Protection: Companies can trust that their data will never be retained by third-party Large Language Model (LLM) providers. The Trust Layer incorporates masking techniques for personally identifiable information (PII), ensuring an added layer of data privacy. Toxicity Awareness and Compliance-Ready AI Monitoring: A dedicated safety-detector LLM within the Trust Layer acts as a guard against toxicity, assessing risks to brand reputation by scoring AI generations. This scoring mechanism instills confidence in the safety of responses. Moreover, each AI interaction is meticulously recorded in a secure, monitored audit trail, providing companies with visibility and control over how their data is utilized and ensuring compliance readiness. In alignment with Microsoft’s introduction of Copilot solutions powered by generative AI, Salesforce is leveraging the capabilities of Large Language Models (LLMs) to empower professionals in sales, marketing, and customer service. Building on Salesforce’s existing suite of Einstein AI features, the company unveiled “Einstein 1” this year—a next-generation suite of tools empowering users to seamlessly integrate AI into their everyday workflows. At the core of this advancement is the Einstein Copilot solution, complemented by the new Copilot studio and the Einstein Trust Layer. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 7, 2024in Einstein 1 Platform

02Mar

Einstein Copilot Studio Explained

Einstein Copilot Studio Explained: Crafting and Personalizing a Reliable AI Assistant Enterprises aiming to personalize Einstein Copilot can leverage the newly introduced Einstein Copilot Studio. This platform enables the construction and customization of AI assistants, incorporating pertinent prompts, skills, and AI models tailored for specific sales, service, marketing, commerce, and IT tasks. Beyond the confines of Salesforce applications, companies can seamlessly integrate Einstein Copilot into consumer-facing channels. This extension enhances customer interactions by embedding AI assistants into websites for real-time chat capabilities or integrating with popular messaging platforms such as Slack, WhatsApp, or SMS. Einstein Copilot Studio comprises the following key components: Just as Microsoft has introduced its own Copilot solutions, powered by generative AI, Salesforce is tapping into the power of LLMs to empower sales, marketing, and customer service professionals. Building on Salesforce’s existing range of Einstein AI features, the company announced “Einstein 1” this year – the next generation of the Salesforce platform. Einstein 1 is a comprehensive suite of tools that empowers users to bring AI into their everyday workflows. The Einstein Copilot (Salesforce Copilot) solution is at the core of this solution, alongside the new Copilot studio and the Einstein Trust Layer. Contact Tectonic today to explore the value of Einstein Copilot Studio for your company., Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 2, 2024in Einstein 1 Platform

21Feb

How Does Copilot Work?

How Does Copilot Operate? At the core of Copilot’s functionality lies the Einstein Trust Layer, serving as a foundational element that upholds the highest standards of privacy, security, and ethical AI use. How Does Copilot Work? Salesforce emphasizes that this layer acts as a safeguard against bias, preserves data confidentiality, and ensures that all interactions align with the company’s dedication to user trust and safety. Leveraging its innovative features and trust-centric approach, Einstein Copilot is positioned to revolutionize how businesses engage with their data, simplifying intricate tasks and driving unprecedented efficiencies. How Does Copilot Work? Einstein Copilot sets itself apart from competitors by providing users with the flexibility to customize its functionality and responses. Fueled by the Prompt Builder, a tool designed to facilitate the creation and management of natural language prompts, users can seamlessly interact with Copilot on the front-end. To initiate the process, follow these steps: Einstein Copilot has gained significant attention recently, coinciding with the global surge of generative AI impact across major industries. Notably, 86% of IT executives anticipate a substantial impact from generative AI on their companies, and recent research from Slack reveals a 24% acceleration in AI adoption within the workplace during the past quarter. Like1 Related Posts Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more Types of Objects and Fields in Salesforce Salesforce relies heavily on objects, which serve as a fundamental component by offering a framework for data storage and integration Read more Fully Leveraging Salesforce Salesforce, a dominant force in customer relationship management (CRM) systems, revealed a study that suggests that 83% of sales professionals Read more Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more

February 21, 2024in Einstein 1 Platform, Salesforce Slack

18Feb

Salesforce Prompt Builder Spring ’24

Salesforce and Salesforce Admins have long been familiar with the concept of Artificial Intelligence (AI). Salesforce Prompt Builder Spring ’24 release brings it closer than ever. Over time, Salesforce has provided admins with a user-friendly interface to implement predictive AI features like Opportunity Scoring, Lead Scoring, and Einstein Bots. Now, with the introduction of generative AI in Salesforce, admins have even more tools to enhance productivity and empower users with AI-driven solutions. One such tool is Prompt Builder, a groundbreaking generative AI tool that enables admins to integrate prompts seamlessly into workflows, enhancing business tasks. This post delves into the essential AI concepts underlying Prompt Builder and offers best practices for creating, managing, testing, and refining prompt templates. But before we explore Prompt Builder, let’s understand what generative AI means for admins and the opportunities it presents: Generative AI opens up new possibilities for admins in the evolving world of Salesforce Administration. However, utilizing such technologies comes with its own set of challenges. Admins need to consider various factors, including grounding large language models (LLMs) with context and business data, ensuring data security, refining prompts to avoid inaccuracies, and deploying AI seamlessly to users. With the Spring ’24 release, Salesforce introduces Prompt Builder, a revolutionary tool designed to address these challenges and drive efficiency and innovation for admins. Prompt Builder empowers admins to: These templates streamline user workflows and make businesses smarter while ensuring data security within Salesforce trust boundaries. To effectively leverage Prompt Builder, admins need to understand key components such as grounding data, creating and managing prompt templates, testing and refining prompts, and deploying them to users. Overall, Prompt Builder revolutionizes how businesses leverage AI within the Salesforce Platform, offering admins a comprehensive solution to harness the full potential of generative AI. Whether you’re a seasoned Salesforce Admin or new to AI integration, Prompt Builder opens up a world of opportunities for innovation and transformation. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

February 18, 2024in Einstein 1 Platform, Marketing Automation

17Feb

Uses for Einstein Copilot

Capabilities of Einstein Copilot Utilizing Data Cloud for Grounded Prompts: Einstein Copilot enhances its responses by grounding them in trusted business data from Data Cloud, providing essential context for high-quality outputs. This approach enables Einstein Copilot to generate more precise and tailored, personalized responses based on reliable company data. Pre-Programmed “Actions” Out of the Box: Einstein Copilot comes equipped with a library of out-of-the-box actions, comprising pre-programmed capabilities, automated responses, or business tasks that the AI can execute when prompted. These actions are versatile and can be combined to execute dynamic multi-step plans. For instance, a customer service agent can instruct Einstein Copilot to close a case, open a sales opportunity, or sell an add-on, and the AI will comprehend the user’s intent, seamlessly executing the specified tasks within the service experience. Einstein Copilot ensures a seamless flow of operations without silos between applications or data. Uses for Einstein Copilot Getting Started with Custom Actions in Einstein Copilot 5 Business Applications for an AI Copilot Customization for Specific Business Needs: Einstein Copilot is adaptable to specific sales, service, marketing, commerce, and IT tasks, ensuring the application of company and industry policies. Copilot Builder facilitates the creation of custom actions, Prompt Builder activates custom prompts within the workflow, and Model Builder utilizes proprietary AI models to empower custom functionality in Einstein Copilot. Reasoning Engine for Intent Interpretation: Einstein Copilot’s reasoning engine, which interprets and processes information to make informed decisions or generate insights, interacts with a Large Language Model (LLM) by analyzing the complete context of the user’s prompt. It determines the actions or series of actions to take and generates the output accordingly. For instance, if a sales representative asks Einstein Copilot to recommend a new product tier, the AI can assess the customer’s current products, understand upgrade options, and transition the customer into a new high-value marketing segment. Einstein Copilot can also update information across multiple systems using MuleSoft and Salesforce Flow. Trusted Responses and Actions: Einstein Copilot provides reliable AI interactions with privacy and security measures, facilitated by the Einstein Trust Layer. As part of the Einstein 1 Platform, the Trust Layer ensures the masking of personally identifiable information (PII), scores outputs for toxicity, and safeguards information from unauthorized access and data breaches through zero-data retention from Salesforce’s LLM partners. Uses for Einstein Copilot Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

February 17, 2024in Einstein 1 Platform

16Feb

Industry Specific Einstein Copilot

Tailored Solutions for Various Industries: Industry Specific Einstein Copilot serves professionals across different sectors with tailored functionalities. Financial advisors benefit from its ability to analyze client spending and savings history, enabling personalized coaching and the creation of customized plans and goals. In healthcare, administrators can automate patient scheduling to minimize no-shows and generate appointment summaries for smoother operations. Automotive service providers leverage predictive insights from vehicle data to proactively schedule services. In education, college administrators enhance the student experience by efficiently mapping individual skills and interests to specific courses, improving workforce readiness. Einstein: The Comprehensive AI for CRM Einstein stands as the only comprehensive AI for CRM, offering readiness in data, modeling, and production. It requires no data preparation or model management, automatically fitting the right model to the organization and integrating seamlessly with the trusted Salesforce platform. Unlocking the Potential of AI with Industry Specific Einstein Copilot Einstein empowers companies to become AI-first, enabling sales to anticipate opportunities, service to be proactive in issue resolution, marketing to create predictive journeys, and IT to embed intelligence into apps for employees and customers. Integration and Accessibility Einstein seamlessly integrates into various Salesforce products, utilizing organization data to enhance customer insights and predictions. It operates within Salesforce’s robust security architecture, ensuring privacy and data governance. Utilizing Company Data for Insights with Industry Specific Einstein Copilot Unlike other AI assistants, Einstein Copilot leverages an organization’s unique data and metadata to produce powerful customer insights and recommendations. It answers questions, summarizes content, interprets conversations, and automates tasks, all while maintaining privacy and data governance. Integration with Data Cloud and Einstein 1 Platform Einstein Copilot is part of Salesforce’s Einstein 1 Platform, integrating AI models and data within a single metadata-driven platform. Grounded in Data Cloud, it connects and harmonizes data types from various sources to deliver a comprehensive view of customers. Enhanced AI Capabilities Data Cloud’s semantic search and vector embeddings unlock new ways to interact with unstructured data, enhancing Einstein Copilot’s capabilities. Users can customize Einstein Copilot and embed AI prompts and actions across CRM apps with low-code tools like Prompt Builder, Copilot Builder, and Model Builder. Maximizing Business Impact with Industry Specific Einstein Copilot Einstein Copilot streamlines manual work, improves sales processes, and enhances customer experiences. Generative AI, powered by Einstein, brings benefits to sales, marketing, service, and more, offering endless opportunities for business enhancement. By Tectonic’s Marketing Salesforce Consultant, Shannan Hearne Like1 Related Posts Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more Fully Leveraging Salesforce Salesforce, a dominant force in customer relationship management (CRM) systems, revealed a study that suggests that 83% of sales professionals Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more Salesforce AI Einstein Next Best Action Salesforce AI Einstein Next Best Action is a feature designed to identify the most effective actions available to agents and Read more

February 16, 2024in Einstein 1 Platform, Einstein Insights

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