Salesforce Copilot
Reducing the manual labor time with Salesforce Copilot Solutions
Tectonic will help you better serve your clients with precision and elevate customer interactions with Salesforce Copilot.
The Role of Copilots: Collaboration First
When deploying Salesforce Einstein Copilot, best practices ensure a secure and efficient integration of artificial intelligence into your workflows. Tectonic is ready to assis you.
As more businesses embrace AI tools, the tech world is buzzing with a new kind of office assistant: the AI-powered copilot. These digital sidekicks are here to revolutionize how we interact with information—think of them as the high-tech, caffeine-free version of your office buddy who always knows where the stapler is. Copilots in the Workplace are here.
AI-powered copilots use large language models (LLMs) to help users wade through vast amounts of data, often with the grace of a caffeinated librarian. By facilitating conversations instead of requiring precise queries, these tools let you ask for help without needing to channel your inner tech wizard.
Salesforce employees, for instance, are getting a taste of this futuristic help with their Einstein copilot. Since the introduction of Einstein, Salesforce has seen an uptick in productivity and a drop in mundane tasks. Nathalie Scardino, Salesforce’s Chief People Officer, says the company has been working to seamlessly integrate AI tools into daily workflows—because nothing says “we care” like a virtual assistant who understands your workload better than you do.
After Salesforce acquired Slack in 2020, the Einstein-powered Slack app launched in February. This tool helps with scheduling, document summarization, and general inquiries, effectively turning your to-do list into a “done” list. Research showed that desk workers spend 41% of their time on tasks that aren’t exactly rocket science, and Einstein is here to tackle those chores.
Growing Family of Einstein Copilots Implementation
- Building a 360-degree view of the customer.
- Unlocking and activating data.
- Deploying trusted AI copilots.
- Delivering AI-powered analytics.
- Enhancing AI-powered collaboration.
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 Safe
Let’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.
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.
These 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?
Ready for an Einsteon Copilot Implementation?
Explore the possibilities of Einstein Copilot or other Salesforce solutions based on your company’s goals.
Extend your unified copilot with custom actions.
- Wrap familiar platform features such as Flows, Apex code, and Mulesoft APIs into actions for your copilot
- Simulate conversations with Einstein Copilot to understand how it reasons through requests
- Easily adjust the tone of Einstein Copilot, and dive into session records to understand usage
Tectonic is ready to partner with you, offering support at every stage of your Salesforce journey. Reach out online to request more information or schedule a call – we look forward to discussing your needs!
