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Roles in AI

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 Elm furniture store on University Avenue in Palo Alto. A group of artificial intelligence enthusiasts within Salesforce, seeking to enhance the impact of machine learning models, embarked on this mission two years ago. While shoppers checked out furniture above, they developed a system to automate the creation of machine learning models. Thus Salesforce’s Quest for AI for the Masses started. Despite being initially named after the Transformers leader, the tie-in was abandoned, and Salesforce named its AI program Einstein. This move reflects the ambitious yet practical approach Salesforce takes in the AI domain. In March, a significant portion of Einstein became available to all Salesforce users, aligning with the company’s tradition of making advanced software accessible via the cloud. Salesforce, although now an industry giant, retains its scrappy upstart identity. When the AI trend gained momentum, the company aimed to create “AI for everyone,” focusing on making machine learning affordable and accessible to businesses. This populist mission emphasizes practical applications over revolutionary or apocalyptic visions. Einstein’s first widely available tool is the Einstein Intelligence module, designed to assist salespeople in managing leads effectively. It ranks opportunities based on factors like the likelihood to close, offering a practical application of artificial intelligence. While other tech giants boast significant research muscle, Salesforce focuses on providing immediate market advantages to its customers. Einstein Intelligence The Einstein Intelligence module employs machine learning to study historical data, identifying factors that predict future outcomes and adjusting its model over time. This dynamic approach allows for subtler and more powerful answers, making use of various data sources beyond basic Salesforce columns. Salesforce’s AI team strives to democratize AI by offering ready-made tools, ensuring businesses can benefit from machine learning without the need for extensive customization by data scientists. The company’s multi-tenant approach, serving 150,000 customers, keeps each company’s data separate and secure. Salesforce’s Quest for AI for the Masses To scale AI implementation across its vast customer base, Salesforce developed Optimus Prime. This system automates the creation of machine learning models for each customer, eliminating the need for extensive manual involvement. Optimus Prime, the AI that builds AIs, streamlines the process and accelerates model creation from weeks to just a couple of hours. Salesforce plans to expand Einstein’s capabilities, allowing users to apply it to more customized data and enabling non-programmers to build custom apps. The company’s long-term vision includes exposing more of its machine learning system to external developers, competing directly with AI heavyweights like Google and Microsoft in the business market. Originally published in WIRED magazine on August 2, 2017 and rewritten for this insight. 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 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

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Salesforce CRM for AI driven transformation

Salesforce Artificial Intelligence

Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust AI technologies directly into users’ workspaces. The Einstein Platform offers administrators and developers a comprehensive suite of platform services, empowering them to create smarter applications and tailor AI solutions for their enterprises. What is the designated name for Salesforce’s AI? Salesforce Einstein represents an integrated array of CRM AI technologies designed to facilitate personalized and predictive experiences, enhancing the professionalism and attractiveness of businesses. Since its introduction in 2016, it has consistently been a leading force in AI technology within the CRM realm. Is Salesforce Einstein a current feature? “Einstein is now every customer’s data scientist, simplifying the utilization of best-in-class AI capabilities within the context of their business.” Is Salesforce Einstein genuinely AI? Salesforce Einstein for Service functions as a generative AI tool, contributing to the enhancement of customer service and field service operations. Its capabilities extend to improving customer satisfaction, cost reduction, increased productivity, and informed decision-making. Salesforce Artificial Intelligence AI is just the starting point; real-time access to customer data, robust analytics, and business-wide automation are essential for AI effectiveness. Einstein serves as a comprehensive solution for businesses to initiate AI implementation with a trusted architecture that prioritizes data security. Einstein is constructed on an open platform, allowing the safe utilization of any large language model (LLM), whether developed by Salesforce Research or external sources. It offers flexibility in working with various models within a leading ecosystem of LLM platforms. Salesforce’s commitment to AI is evident through substantial investments in researching diverse AI areas, including Conversational AI, Natural Language Processing (NLP), Multimodal Data Intelligence and Generation, Time Series Intelligence, Software Intelligence, Fundamentals of Machine Learning, Science, Economics, and Environment. These endeavors aim to advance technology, improve productivity, and contribute to fields such as science, economics, and environmental sustainability. Content updated April 2023. 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 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

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cloud computing

Top Ten Reasons Why Tectonic Loves the Cloud

The Cloud is Good for Everyone – Why Tectonic loves the cloud Why tectonic loves the cloud 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 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

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Health Cloud Brings Healthcare Transformation

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 of industry clouds: Salesforce Health Cloud. This new cloud CRM offering aims to become a catalyst for positive change in the healthcare industry, shifting focus from traditional critical care to a more holistic patient-centric approach. Salesforce identifies a gap in existing systems, which are heavily centered around electronic medical record (EMR) systems designed primarily for billing rather than comprehensive patient care. Health Cloud Brings Healthcare Transformation by bringing a patient-focused tool kit to medical care. Industry Transformation The healthcare sector is reorienting itself around health outcomes rather than billing outcomes. Joshua Newman, a former primary care doctor and current Chief Medical Officer and General Manager of Salesforce Health Care and Life Sciences, elaborated on this transformation in a recent blog post: “Because of the Affordable Care Act and new outcome-based reimbursements, healthcare providers are treating patients like customers for the first time. This shift is beneficial for patients as it places patient relationships — not records or revenue-cycle management systems — at the center of care delivery.” This shift is echoed by industry leaders like Jeroen Tas, CEO of Philips Healthcare Informatics Solutions and Services, who described the transformation in healthcare as connecting previously unlinked data to make it actionable and improve patient outcomes. Key Components of Salesforce Health Cloud Set to be available from February 2016, Salesforce Health Cloud is built on the Salesforce Service Cloud platform and includes: How Health Cloud Brings Healthcare Transformation Building on Experience Health Cloud benefits from having a qualified physician at the helm, enhancing its industry relevance. Salesforce has leveraged the experience of long-term health customers such as Centura Health, DJO Global, Radboud University Medical Center, and the University of California, San Francisco, in designing the solution. Exploiting Scale Salesforce is targeting its industry cloud solutions at volume market opportunities, aiming for solutions that both clinicians and patients can interact with. This aligns with the broader strategy outlined in the Financial Services Cloud launch. Working with Partners Pre-built integrations into EMR and other data sources are key components of the Healthcare Cloud, facilitated by ecosystem integration partners Mulesoft and Persistent Systems. Philips provides connectivity to medical devices and applications leveraging its HealthSuite digital platform. Integration partners are delivering services for implementation, connectivity, and content management. Showcasing the Platform Salesforce is emphasizing the proactive approach to healthcare demanded by a new generation of ‘digital native’ consumers. Research indicates that 71% of millennials want doctors to provide a mobile app for health management, and 63% are interested in sharing data from wearables with their doctors. However, getting healthcare professionals to adopt new technologies like Chatter is a significant step forward, as noted by Newman. Health Cloud Brings Healthcare Transformation The rapid succession of industry cloud announcements from Salesforce suggests that the public sector and life sciences clouds might also debut before Dreamforce, which starts in two weeks. Both the Health Cloud and Financial Services Cloud signify Salesforce’s commitment to driving substantial transformations in their respective industries. These initiatives represent big bets on radical change rather than incremental improvements, positioning Salesforce as a key player in the ongoing evolution of industry-specific cloud solutions. Learning that your industry is targeted by a Salesforce industry cloud can be likened to the traditional Chinese curse of living in interesting times, signaling impending significant changes. 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 Alphabet Soup of Cloud Terminology As with any technology, the cloud brings its own alphabet soup of terms. This insight will hopefully help you navigate Read more

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Salesforce OEM AppExchange

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. This move allows on-demand service providers in various industries to leverage Salesforce’s powerful platform. The OEM edition extends the Salesforce.com platform to third-party SaaS providers, enabling them to tap into its core features, such as the operating system, customization tools, Web Service APIs, workflow, and business logic, according to Kendall Collins, Salesforce’s Vice President of Product Marketing. For example, a real estate management software vendor could utilize Salesforce’s dashboard, customizing it to track real estate data like foreclosures instead of sales opportunities. AppExchange OEM Edition will be available for per user per month, with users managing the pricing and availability of their specific solutions. This expansion highlights the growing adoption of the on-demand model in industries beyond CRM. ISV (Independent Software Vendor) companies commonly sell licenses for their apps via the Salesforce AppExchange, which is one of the most popular methods. For example, they might sell five licenses for a managed package app. With the new AppExchange checkout features powered by Stripe (previously Recurly), processing payments for these licenses is straightforward. Some companies choose to make revenue by selling CRM licenses in addition to their apps, often offering customers discounted CRM licenses. These ISV licenses are custom-built and contractually limited to specific objects and permissions. A significant level of trust is involved, as Salesforce can audit the end-customer at any time to ensure they are only using the objects specified in the agreement. When it comes to pricing, ISVs often charge in two parts: one fee for the app license and another for the CRM license. However, this is typically bundled as a single charge to the customer for simplicity. Customers can adopt these ISV apps as part of a broader Salesforce org, using several onboarding methods, including Trialforce, an AppExchange free trial, or an install with a trial period expiration date. These apps are often integrated into larger business processes, providing value beyond their standalone features. OEM Licensing: OEM (Original Equipment Manufacturer) and Embedded licensing are essentially the same. OEM licenses are designed for internal apps. For portals, ISV Portal licenses are used, though these do not include Chatter and must interact via a Force.com site. These licenses function similarly to Authenticated Website or Customer Portal licenses. OEM licensing allows companies to use Salesforce as a controlled environment to present their app. For instance, a developer might opt for the OEM model to prevent end-users from making any customizations. The app would have one admin user who sees that it is running on Salesforce, while other users interact with it through a custom interface built on a Force.com site. A common concern for OEM app developers is pricing. While Chatter Plus licenses cost $15 per month (for CRM only), developers often seek clarification on the cost of OEM licenses from Salesforce, hoping for a rate lower than $15 per user per month. They must also factor in their own fees on top of the Salesforce OEM license price. Key Differences Between ISV and OEM Licensing: In an OEM setup, at least one full Salesforce System Administrator is required in the customer’s org. However, this admin does not have the ability to add more licenses to the org or alter the customizations visible to end-users, so their influence over the app’s functionality is limited. ISV app licenses offer more flexibility and are commonly available on the AppExchange, OEM apps represent a complete solution that uses Salesforce as a platform but often hides the underlying Salesforce infrastructure from end-users. Like Related Posts 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 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 Alphabet Soup of Cloud Terminology As with any technology, the cloud brings its own alphabet soup of terms. This insight will hopefully help you navigate Read more

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