Einstein in Salesforce - gettectonic.com
Einstein Code Generation and Amazon SageMaker
22Jul

Einstein Code Generation and Amazon SageMaker

Salesforce and the Evolution of AI-Driven CRM Solutions Salesforce, Inc., headquartered in San Francisco, California, is a leading American cloud-based software company specializing in customer relationship management (CRM) software and applications. Their offerings include sales, customer service, marketing automation, e-commerce, analytics, and application development. Salesforce is at the forefront of integrating artificial general intelligence (AGI) into its services, enhancing its flagship SaaS CRM platform with predictive and generative AI capabilities and advanced automation features. Einstein Code Generation and Amazon SageMaker. Salesforce Einstein: Pioneering AI in Business Applications Salesforce Einstein represents a suite of AI technologies embedded within Salesforce’s Customer Success Platform, designed to enhance productivity and client engagement. With over 60 features available across different pricing tiers, Einstein’s capabilities are categorized into machine learning (ML), natural language processing (NLP), computer vision, and automatic speech recognition. These tools empower businesses to deliver personalized and predictive customer experiences across various functions, such as sales and customer service. Key components include out-of-the-box AI features like sales email generation in Sales Cloud and service replies in Service Cloud, along with tools like Copilot, Prompt, and Model Builder within Einstein 1 Studio for custom AI development. The Salesforce Einstein AI Platform Team: Enhancing AI Capabilities The Salesforce Einstein AI Platform team is responsible for the ongoing development and enhancement of Einstein’s AI applications. They focus on advancing large language models (LLMs) to support a wide range of business applications, aiming to provide cutting-edge NLP capabilities. By partnering with leading technology providers and leveraging open-source communities and cloud services like AWS, the team ensures Salesforce customers have access to the latest AI technologies. Optimizing LLM Performance with Amazon SageMaker In early 2023, the Einstein team sought a solution to host CodeGen, Salesforce’s in-house open-source LLM for code understanding and generation. CodeGen enables translation from natural language to programming languages like Python and is particularly tuned for the Apex programming language, integral to Salesforce’s CRM functionality. The team required a hosting solution that could handle a high volume of inference requests and multiple concurrent sessions while meeting strict throughput and latency requirements for their EinsteinGPT for Developers tool, which aids in code generation and review. After evaluating various hosting solutions, the team selected Amazon SageMaker for its robust GPU access, scalability, flexibility, and performance optimization features. SageMaker’s specialized deep learning containers (DLCs), including the Large Model Inference (LMI) containers, provided a comprehensive solution for efficient LLM hosting and deployment. Key features included advanced batching strategies, efficient request routing, and access to high-end GPUs, which significantly enhanced the model’s performance. Key Achievements and Learnings Einstein Code Generation and Amazon SageMaker The integration of SageMaker resulted in a dramatic improvement in the performance of the CodeGen model, boosting throughput by over 6,500% and reducing latency significantly. The use of SageMaker’s tools and resources enabled the team to optimize their models, streamline deployment, and effectively manage resource use, setting a benchmark for future projects. Conclusion and Future Directions Salesforce’s experience with SageMaker highlights the critical importance of leveraging advanced tools and strategies in AI model optimization. The successful collaboration underscores the need for continuous innovation and adaptation in AI technologies, ensuring that Salesforce remains at the cutting edge of CRM solutions. For those interested in deploying their LLMs on SageMaker, Salesforce’s experience serves as a valuable case study, demonstrating the platform’s capabilities in enhancing AI performance and scalability. To begin hosting your own LLMs on SageMaker, consider exploring their detailed guides and resources. 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 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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July 22, 2024in Generative AI, Salesforce Einstein
Salesforce AI Journey
02Jul

Salesforce AI Journey

“We’re on an Incredible Journey”: Why Salesforce’s AI Push is Just Beginning This article originally appeared in TechRadar by Mike Moore. Salesforce AI Journey. When it comes to leveraging AI to enhance global workforces, some companies are leading the charge, particularly when their technology is at the forefront. Salesforce, known for its robust AI tools, is one such company pushing the boundaries. At its recent World Tour London event, Salesforce emphasized its commitment to AI, showcasing how its Einstein tools are already benefiting customers worldwide. TechRadar Pro spoke with Paul O’Sullivan, SVP, Solution Engineering & UKI, CTO, Salesforce, about the company’s vision for enhancing efficiency and productivity across all markets, particularly in the UK. A Wave of Innovation “We’re on an incredible journey,” O’Sullivan stated, referencing Salesforce’s $4 billion investment in the UK and Ireland in 2023. “We’re well-positioned in the UK to maximize AI’s potential and help our customers achieve true value.” This ambition is epitomized by Salesforce’s new AI center in London. The 40,000 square foot facility is set to be a hub for AI collaboration and development, addressing the growing demand for AI technology. O’Sullivan hinted that this is just the beginning. “We’re an innovation-led company—always looking ahead,” he said, highlighting the UK’s history of driving innovation as a positive indicator for AI’s future in the capital. Growing Demand and Education As demand for AI tools and services increases among businesses of all sizes, O’Sullivan acknowledged the rapid pace of change in the AI landscape. “It starts with education—at all levels,” he noted, recognizing the varying degrees of AI knowledge among business leaders. O’Sullivan compared the current AI momentum to past technological revolutions like cloud computing, websites, and ecommerce. Companies had to adapt quickly to avoid falling behind, and he noted that the window for catching up with AI might be even smaller. He predicted a “steady wave of innovation” in AI before it becomes ubiquitous in the business world, with various models and platforms vying for dominance. “It feels like everyone is in a race for AI,” he added, “and there’s a collective agreement that AI will enhance productivity and efficiency, benefiting both the bottom and top lines of big enterprises.” Human Jobs and AI Looking forward, O’Sullivan dismissed concerns that AI would replace human jobs. He suggested that AI would instead create new opportunities for human workers. “I think human nature is inherently curious,” he said. “We will continue to explore new ways of doing things and offer different levels of connection and service.” Drawing parallels to the industrial revolution, O’Sullivan pointed out that machines didn’t eliminate jobs; they increased productivity and efficiency. He believes AI will have a similar impact. “We’re going to see a new level of productivity and efficiency with AI, just as we did with the industrial revolution,” he concluded. Salesforce’s AI journey is only just beginning, promising exciting advancements and opportunities for businesses and workers alike. 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 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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July 2, 2024in Salesforce, Salesforce Einstein
Salesforce Commerce Cloud and Einstein Copilot Capabilities
23May

Salesforce Commerce Cloud and Einstein Copilot Capabilities

Salesforce Enhances Commerce Cloud and Einstein Copilot Salesforce has announced a double whammy of upgrades to its Commerce Cloud and Einstein Copilot solutions, aiming to supercharge customer service and experience offerings for merchants. And yes, they’re pulling out all the stops – think of it as giving your online store a superhero cape and a sidekick with a PhD in customer satisfaction. Salesforce Commerce Cloud and Einstein Copilot Capabilities. Enhancements to Commerce Cloud Commerce Cloud is getting three major innovations designed to help businesses create more sophisticated commerce sites, boost personalization, and drive revenue growth. Salesforce promises to tackle rising customer expectations by providing a seamless, integrated experience across all channels. In other words, they’re turning your website into a mind-reading wizard, minus the beard and wand. But probably wearing a cool purple cape with stars. According to Michael Affronti, GM and SVP of Commerce Cloud, these new features will enable Salesforce’s customers to deliver superior shopping experiences: “Commerce companies are looking to architect high-caliber ecommerce sites that can swiftly adapt to changing customer expectations and continue to foster strong customer relationships. With the combined power of data, AI, and CRM, Commerce Cloud gives brands the choice of the right tool so they can build superior shopping experiences their way.” New Commerce Cloud Capabilities Einstein Copilot Advancements Salesforce is pulling out the big AI guns, leveraging generative AI (GenAI) to enhance Einstein Copilot with new marketing and merchandising capabilities alongside its traditional sales and service functions. It’s like your old assistant got a brain transplant and now has the IQ of Einstein, the charm of James Bond, and the work ethic of a coffee-fueled startup founder. Ariel Kelman, President and CMO of Salesforce, emphasized the importance of these advancements: “Marketing and commerce leaders need a trusted advisor to help them tap into the promise of generative AI. With the Einstein 1 Platform we’re giving organizations the power to unify all of their data on one trusted platform. This is the key to getting results from generative AI that are actually useful in driving your business forward.” Key Features of Einstein 1 for Marketing and Commerce Expanding Partnerships and Enhancing AI and Data Offerings In addition to these product enhancements, Salesforce has expanded its partnership with IBM to improve AI and data offerings. The collaboration aims to merge IBM’s watsonx.ai platform with Salesforce’s Einstein 1 software, providing customers with the ability to make data-driven decisions and access actions directly within their workflows. It’s like pairing up Batman and Superman to fight the evil forces of inefficiency and bad data. The partnership includes bidirectional data integration, flexible large language models (LLMs), prebuilt CRM solutions, and a focus on responsible AI development. IBM will also join Salesforce’s Zero Copy Partner Network, ensuring that data moves as smoothly as butter on hot toast. Salesforce Commerce Cloud and Einstein Copilot Capabilities These enhancements and partnerships underline Salesforce’s commitment to providing innovative solutions that enhance customer experiences and drive business growth, all while making sure your digital commerce experience is smoother than a jazz saxophone solo. 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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May 23, 2024in Einstein 1 Platform, Generative AI, Salesforce, Salesforce Commerce Cloud
Salesforce Einstein Summer 24 Release Notes
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 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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April 24, 2024in Einstein 1 Platform, Einstein Insights, Generative AI, Salesforce, Salesforce Data Cloud, Salesforce Einstein
What is Salesforce Einstein 1
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

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April 9, 2024in Einstein 1 Platform, Einstein Insights, Salesforce Data Cloud, Salesforce Sales Cloud
Einstein Predicted Email Engagement
31Jan

Salesforce Einstein Predicted Email Engagement

Access Einstein predicted email engagement data is on the email dashboard, categorizing contacts into personas based on engagement thresholds. Utilize detail pages to dig into prediction specifics and assess your audience health. Einstein Engagement Scoring is a feature that anticipates how a contact will engage with a brand and the likelihood of them making a purchase. This analysis relies on the contact’s email engagement data from the past 90 days, encompassing metrics like the number of emails sent, clicks, opens, etc. Einstein Predictive Email Engagement Scoring Einstein Predictive Email, specifically the Engagement Scoring aspect, foresees consumer engagement with email and MobilePush messaging. Leveraging customer data and machine learning, it creates predictive model. By assigning scores to contacts it indicates their likelihood to engage with emails and interact with push notifications. Salesforce Marketing Cloud introduces the Einstein Split activity in Journey Builder. Thus enabling marketers to target segments based on predicted email engagement scores. Different decision splits, such as Persona Split, Web Conversion Likelihood Split, Click Likelihood Split, Subscription Likelihood Split, and Open Likelihood Split, allow precise targeting based on various engagement factors. Email Engagement The email engagement heat map classifies subscribers into personas based on predicted email engagement: The clickTime Comparison feature illustrates changes in subscriber personas over time, providing insights into messaging resonance. For instance, an increase of 10,000 subscribers may show a 5,000 increase in the Loyalist bucket, with 70% transitioning from the Selective Subscriber persona. To utilize Einstein Engagement Scoring for Persona changes over time, a minimum of 14 days of active subscriber evaluation in each business unit is required. Einstein Engagement Scoring Einstein Engagement Scoring utilizes existing customer data and machine learning capabilities in Marketing Cloud to predict the probability of a contact engaging with marketing content. This is including emails and push messages. The generated scores indicate the likelihood of the contact opening or clicking emails and engaging with push notifications. 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

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January 31, 2024in Einstein Insights, Salesforce Einstein, Salesforce Sales Cloud
Salesforce Einstein Commerce
03Jan

Salesforce Einstein Commerce

Elevate Your Commerce Store Experience with Commerce Einstein Transform your commerce store with the advanced capabilities of Commerce Einstein, which includes features like Goals and Recommendations, the Commerce Concierge bot, Smart Promotions, and SEO-optimized meta tags. Salesforce Einstein Commerce, Enhance Store Performance with Goals and Recommendations Achieve key performance objectives for your store such as increased site conversion, higher site traffic, and greater average order value. Utilize an intuitive framework powered by AI recommendations to implement intelligent actions quickly and efficiently, facilitating the setup and growth of your store. Track progress with insights from Data Cloud. This feature is available for B2B Commerce and D2C Commerce in the Enterprise, Unlimited, and Developer editions. Access it through the Goals and Recommendations option in the Commerce App Navigation menu. Optimize Shopping Experience with the Commerce Concierge Bot Enhance the shopping experience by providing conversational product recommendations and reordering capabilities with the Commerce Concierge bot. Build a new bot using the Commerce Concierge template to connect your store to a new Einstein bot, or upgrade an existing bot with new Commerce Concierge bot blocks. This allows customers to authenticate, manage multiple accounts, reorder, and utilize Einstein’s generative AI features. Craft Intelligent Promotions with Einstein Create promotions effortlessly using Einstein and reliable data from Commerce Cloud. Employ natural language instructions and generative AI to quickly generate both simple and advanced promotions, making your promotional efforts smarter and more effective. Enhance SEO with Einstein Meta Tags Boost your SEO performance by using Einstein’s generative AI to create Page Title Tags and Page Meta Descriptions for products. This enriches search engines with relevant information, improving your store’s visibility. Alternatively, you can manually create and manage page meta tags through the SEO tab on a product record. Reduce Return Rates with Einstein Return Insights Analyze return reasons to refine product listings and minimize return rates. Einstein helps you identify up to 20 high return-rate products and provides analyzed and categorized return reasons, enabling you to make strategic improvements. Facilitate Product Discovery with AI-Powered Search (Generally Available) Improve your customers’ product discovery experience with Einstein semantic search. Using natural language processing, this feature interprets queries to deliver relevant results, accommodating synonyms, alternative spellings, typos, and more. For example, it matches terms like “couch” and “sofa” or “jumper” and “sweater,” aligning with the searcher’s intent. Enhance your commerce store with these innovative features from Commerce Einstein to drive growth, improve customer experience, and optimize operational efficiency. 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 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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January 3, 2024in Generative AI, Salesforce, Salesforce Einstein
Einstein in Salesforce
26Aug

Einstein in Salesforce

Salesforce AI and CRM Evolution Salesforce has long been a leader in customer relationship management (CRM) by pioneering cloud technologies. Recently, the platform has significantly advanced with the integration of generative artificial intelligence (AI) and AI-powered features, thanks to its Einstein technology. Einstein in Salesforce is like a super smart computer overseeing and analyzing the data in your CRM. This guide explores Salesforce’s AI strategy, exploring its specific products and features to help business teams understand and benefit from this technology. Exploring Salesforce’s Advanced AI Features Einstein, Salesforce’s AI technology, powers various advanced features within the platform. This guide will cover these capabilities, provide real-life adoption examples, and discuss their benefits. Additionally, it offers best practices, solutions, and services to facilitate your Einstein implementation. Salesforce’s Comprehensive CRM Solution Salesforce remains a number one in the CRM software world, offering robust solutions for managing relationships across various departments. Specific clouds within Salesforce enable teams to handle marketing, sales, customer service, e-commerce, and more. The platform focuses on customer experience and provides robust data analytics to support decision-making. Enhancements Through Generative AI Salesforce’s generative AI has rapidly enhanced the platform’s automation, workflow management, data analytics, and assistive capabilities for customer management. A prime example is Salesforce Copilot, which aids internal users with outreach and analysis tasks while improving the external user experience. What is Salesforce Einstein? Salesforce Einstein is the first comprehensive AI for CRM, integrating AI technologies to enhance the Customer Success Platform and bring AI to users everywhere. It is seamlessly integrated into many Salesforce products, offering generative AI built specifically for CRM. Key Features of Salesforce Einstein Comprehensive AI Capabilities of Salesforce Einstein Einstein extends its capabilities across the Salesforce CRM platform under the Customer 360 umbrella, enhancing intelligence and providing personalized customer experiences. Key Benefits of Salesforce Einstein Salesforce Einstein helps close deals faster, personalize customer service, understand customer behaviors, target audience segments better, and create personalized shopping experiences. It ensures data protection and privacy through the Einstein Trust Layer, maintaining strong data governance controls. Responsible AI Principles Salesforce is committed to responsible AI principles, ensuring Einstein is trustworthy and safe for every organization. Organizations can select from various principles to ensure ethical AI use in their operations. Implementation of Salesforce Einstein Salesforce Einstein is a powerful AI solution transforming how businesses interact with customers. By leveraging machine learning and data analysis, it personalizes experiences, predicts customer behavior, and automates tasks, boosting sales, enhancing service, and driving growth. As AI evolves, its impact on CRM will continue to grow, making it an indispensable tool for businesses aiming to stay competitive in today’s data-driven landscape. Top 4 Benefits of Salesforce Einstein in an Organization Einstein Essentials Salesforce Einstein and GPT (Generative Pretrained Transformer) technologies represent significant advancements in AI, particularly in CRM and natural language processing. Here’s a brief overview of their relevance and potential intersection: Data Handling and Ethics in Salesforce Salesforce manages a vast amount of customer data, and the ethical handling of this data is crucial. Key considerations include data privacy, secure storage, access controls, compliance with regulations like GDPR and CCPA, and the ethical use of AI and machine learning. It’s important to maintain transparency, avoid biases, and ensure AI models are making ethical decisions. Newest Einstein Features for 2024 In the rapidly evolving ecosystem of Salesforce, AI offers a suite of tools to spark innovation, streamline operations, and provide richer business insights. Explore these potentials and let Einstein AI reshape your work in 2024. Content updated June 2024. 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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August 26, 2023in Einstein 1 Platform, Generative AI, Salesforce Data Cloud, Salesforce Einstein
Sales Cloud Einstein
17Apr

Salesforce Einstein Explained

Einstein serves as Salesforce’s integrated AI layer, intricately woven into nearly every Salesforce Cloud. Salesforce Einstein Explained. While certain features, like Opportunity Scoring in Salesforce, are now offered at no cost, many Einstein functionalities are premium add-ons for essential Salesforce products like Sales, Service, Commerce, and Marketing Cloud. A notable development came in March 2023 when Salesforce introduced Einstein GPT, an extension of the Einstein product. This groundbreaking application leverages the ChatGPT platform from OpenAI, renowned for its widespread popularity, and is anticipated to be released later this year. Thereby incorporating generative AI into many Salesforce cloud features. Salesforce AI delivers trusted, extensible AI grounded in the fabric of our Platform. Utilize our AI in your customer data to create customizable, predictive, and generative AI experiences to fit all your business needs safely. Bring conversational AI to any workflow, user, department, and industry with Einstein. Salesforce Einstein is the only comprehensive Artificial Intelligence for CRM. It is data ready to work in your Salesforce org and clouds. Einstein is an integrated set of AI technologies that make the Customer Success Platform smarter. Einstein is the only comprehensive AI for CRM. It is: Einstein enables you to become an AI-first company so you can get smarter and more predictive about your customers. What can you do with Einstein? Drive productivity and personalization with predictive and generative AI across the Customer 360 with Salesforce Einstein. Create and deploy assistive AI experiences natively in Salesforce, allowing your customers and employees to converse directly with Einstein to solve issues faster and work smarter. Empower sellers, agents, marketers, and more with AI tools safely grounded in your customer data to make every customer experience more impactful. Build and customize a conversational AI assistant for CRM. Einstein Copilot is a trusted, generative-AI powered assistant built into the user experience of every Salesforce application. Whether employee-facing or customer-facing, Einstein Copilot can automatically reason through tasks based on pre-built skills. Use prompts, APIs, apex, and more to customize your own AI assistant. 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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April 17, 2023in Einstein Insights, Salesforce Einstein
Einstein Chatbot Salesforce
23Nov

Einstein Chatbot Salesforce

Salesforce users have two options for creating a chatbot: either using an external platform and integrating the final product through Salesforce Lightning, or directly developing it within Salesforce Einstein Bot. Salesforce prioritizes empowering customers to create applications without the need for coding. Einstein Chatbot Salesforce. Einstein Bots utilize Artificial Intelligence (AI) to enhance the customer service experience across various channels such as SMS, Chat, Slack, Facebook Messenger, and WhatsApp, supporting conversations in multiple languages. They offer personalized and intelligent service by leveraging AI-powered chatbots integrated directly into the CRM. With just a few clicks, users can expedite issue resolution and boost productivity by utilizing AI-generated responses or automating routine tasks with bots integrated into Salesforce data. These secure, multilingual bots can be deployed on enhanced messaging channels, including in-app, web, and third-party platforms, as well as Slack and the Einstein Bots API. Creating an Einstein Bot: Enhanced Features for Einstein Bots: Einstein Bots offer various benefits: Salesforce Einstein Chatbots provide a valuable solution for organizations aiming to streamline customer service, reduce case volume, and enhance overall customer experience across diverse channels and languages. 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 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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November 23, 2022in Salesforce Einstein
Salesforce Einstein and Einstein Automate
01Jul

Einstein Automated Contacts in Salesforce

In September 2016, Salesforce announced the integration of artificial intelligence (AI) into its products – the launch of Einstein, the set of AI technologies that was supposed to add an intelligent layer wherever possible in the entire Salesforce platform.  Streamline your data entry process even further with Einstein Automated Contacts. Leveraging email and event activity, it identifies new contacts and opportunity contact roles for addition to Sales Cloud. Users can decide whether Einstein suggests the new data, allowing quick manual addition with a few clicks, or if it should be added automatically. Opportunity Contact roles play a crucial role in documenting individuals involved on the prospect’s side of a deal. Historically, adding Opportunity Contact roles to Opportunities has been a source of frustration, particularly for marketers aiming to showcase Campaign Influence. It automatically adds the contacts to the salesforce by reviewing the appointments and emails for picking up new contacts. Admins have the flexibility to retain control over automatic contact capture or delegate decision-making to users, typically the sales team. If the admin opts for user involvement, the sales team member can choose to accept Einstein’s suggestion for adding a new contact. Alternatively, the Salesforce Admin can entrust Einstein to autonomously associate Opportunity Contact roles in the background. While this may seem like a huge trust to place in AI and automation, especially if you’re not convinced, exploring Einstein Attribution provides insight into the complexities of uniting Contacts and Opportunities. The functionality offered by Einstein Automated Contacts is a valuable resource for marketers, whether or not they use Einstein Attribution. This feature is part of Sales Cloud Einstein, available at an additional cost. It is available for Salesforce Enterprise, Performance, and Unlimited editions. Einstein Automated Contacts scans activities to find new data; for instance, the title on suggested contacts is derived from email signatures. Admins can determine whether suggestions appear in the Einstein Insights component or if data is added automatically, with notifications alerting users to new additions in Salesforce based on the type of data. You can create reports and dashboards related to contact suggestions and opportunity contact role suggestions. Sales reps spend most of their time creating contact data. Einstein Automated Contact takes away this problem from the Sales reps and identifies contacts based on the activities. Thanks to Einstein Activity Capture! Depending on the settings configured by the admin, Einstein can either create the data or suggest new data. Eventually, all the data goes to Salesforce, which saves a considerable amount of time to focus on the deals rather than spending time on these kinds of elementary tasks. After integrating Artificial Intelligence in the form of Einstein, the world №1 CRM Salesforce became the most intelligent one and has taken technologies to another level. Salesforce Einstein AI in Sales Cloud helps the sales team to understand their current and potential customers, close more deals, provide better service, and increase productivity. Like 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

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July 1, 2022in Salesforce Sales Cloud
Salesforce Einstein Vision
16Jul

Salesforce Einstein Vision

Einstein Vision: Enhancing Document Personalization with AI Introduction to Einstein Vision Harness the power of artificial intelligence (AI) to personalize documents with Salesforce Einstein Vision. The latest updates allow you to extract structured data from custom forms and invoices using Einstein OCR (beta), revolutionizing how you handle and process documents. Extract Data from Custom Forms with Einstein OCR (Beta) Einstein OCR (Optical Character Recognition) now enables rapid data extraction from custom forms such as insurance, mortgage, and healthcare documents into Salesforce records. The OCR model analyzes the layout and content of your custom forms, extracting values based on user-defined fields. Extract Data from Invoices with Einstein OCR (Beta) Similarly, Einstein OCR can quickly extract structured data from invoices, converting it into Salesforce records. The OCR model identifies and extracts values from predefined fields such as invoice number, date, due date, purchase order, total amount, total tax amount, and amount due. New Capabilities in Einstein OCR What is Einstein Vision? Einstein Vision, part of the Einstein Platform, is more than just a tool for recognizing images. It combines ease of use with powerful technology to enable innovative use cases in various Salesforce Clouds. Einstein Vision includes functionalities like Image Classification, Object Detection, and OCR, each with distinct capabilities. Setting Up Einstein Vision Applications of Einstein Vision Einstein Vision is applicable across various Salesforce Clouds: Conclusion Einstein Vision simplifies and enhances document processing and image analysis. By focusing on defining clear use cases and maintaining high data quality, you can unlock the full potential of Einstein Vision. Embrace AI to streamline your workflows and drive creative solutions in your Salesforce environment. Content updated February 2024. 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 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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July 16, 2020in Salesforce Einstein
Salesforce AI Einstein Next Best Action
22Aug

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 customers in real-time. Operating as a recommendation engine powered by extensive data analysis, it facilitates a dynamic workflow aimed at optimizing the customer pipeline. Tailoring recommendations to specific individuals at opportune moments is made effortless with Einstein Next Best Action. This Salesforce Platform feature enables the configuration of business rules and filters to present the most suitable course of action for any user. It offers a diverse range of recommended actions directly accessible within Salesforce, enhancing decision-making processes. Salesforce AI Einstein Next Best Action for Personalization Personalizing the customer experience: Next Best Action (NBA) empowers organizations to customize their interactions with customers based on individual preferences, behaviors, and historical data. This fosters a more personalized and pertinent experience, ultimately boosting customer satisfaction and fostering loyalty. What is Einstein’s Next Best Action for upselling? NBA continuously evaluates real-time customer data to deliver personalized recommendations for the most effective actions to take, whether it involves cross-selling, upselling, or addressing a customer concern. These recommendations consider various factors such as customer history, product usage, and behavioral patterns. Salesforce AI Einstein Next Best Action Cost Is Einstein Next Best Action free? Einstein Next Best Action operates on a usage-based entitlement model. Every organization receives a monthly allotment of free Next Best Action requests. If usage exceeds this free allowance or any purchased entitlements, Salesforce communicates with the organization to discuss additional options for their contract. Next Best Action is a paid Salesforce product but also offers free usage for up to 5000 requests each month. What is the Next Best Action strategy? Next-best-action marketing, also known as best next action or recommended action, is a customer-centric marketing approach that assesses various actions applicable to a specific customer and determines the most favorable course of action. It’s a subset of next-best-action decision-making focused on optimizing customer interactions. 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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August 22, 2019in Einstein Insights, Salesforce

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