Prompt Builder Archives - gettectonic.com

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

July 22, 2024in Generative AI, Salesforce Einstein

20Jun

DPD Salesforce AI Enhancements

DPD’s AI Integration: Enhancing Customer and Employee Experience DPD has ambitious plans to integrate AI throughout its Salesforce platform, aiming to automate tasks and significantly enhance the experiences of both customers and employees. DPD Salesforce AI Enhancements. Adam Hooper, Head of Central Platforms at DPD, explains that with over 400 million parcels delivered annually, maintaining robust customer relationships is crucial. To this end, DPD leverages a range of Salesforce technologies, including Service Cloud, Sales Cloud, Marketing Cloud, and Mulesoft. AI-Powered Customer Service In Salesforce’s latest update on DPD: Financial and Operational Efficiency Targeted Marketing Spreadsheets to Salesforce At the Salesforce World Tour event in London, Ben Pyne, Salesforce Platform Manager at DPD, elaborated on their current usage and future AI plans. Pyne’s team acts as internal consultants to optimize organizational workflows. As he explains: “My role is essentially to get people off spreadsheets and onto Salesforce!” He noted that about 40 departments and teams within DPD use Salesforce, far beyond the typical Sales and CRM applications. Custom applications within Salesforce personalize and enhance user experiences by focusing on relevant information. Using tools like Prompt Builder, Pyne’s team recently developed a project management app within Salesforce, streamlining tasks like writing acceptance criteria and user stories. Pyne emphasized: “I want our guys to focus on designing and building, less on the admin.” AI Use Cases When considering AI and generative AI, DPD sees significant potential to reduce operational tasks. Pyne highlighted case summarization as an obvious application, given the millions of customer service cases created each year. Rolling Out Generative AI DPD adopts a cautious approach to rolling out new technologies like generative AI. Pyne explained: “It’s starting small, finding the right teams to be able to do it. But fundamentally, starting somewhere and making slow progressions into it to ensure we don’t scare everybody away.” Ensuring Security and Trust Security and trust are paramount for DPD. Pyne noted their robust IT security team scrutinizes every implementation. Fortunately, Salesforce’s security measures, such as data anonymization and preventing LLMs (Large Language Models) from learning from their data, provide peace of mind. Pyne concluded: “We can focus on what we’re good at and not worry about the rest because Salesforce has thought of everything for us.” 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

June 20, 2024in Generative AI, Mulesoft, Salesforce, Salesforce Einstein

11Jun

Adopt a Large Language Model

In 2023, Algo Communications, a Canadian company, faced a significant challenge. With rapid growth on the horizon, the company struggled to train customer service representatives (CSRs) quickly enough to keep pace. To address this, Algo turned to an innovative solution: generative AI. They needed to Adopt a Large Language Model. Algo adopted a large language model (LLM) to accelerate the onboarding of new CSRs. However, to ensure CSRs could accurately and fluently respond to complex customer queries, Algo needed more than a generic, off-the-shelf LLM. These models, typically trained on public internet data, lack the specific business context required for accurate answers. This led Algo to use retrieval-augmented generation, or RAG. Many people have already used generative AI models like OpenAI’s ChatGPT or Google’s Gemini (formerly Bard) for tasks like writing emails or crafting social media posts. However, achieving the best results can be challenging without mastering the art of crafting precise prompts. An AI model is only as effective as the data it’s trained on. For optimal performance, it needs accurate, contextual information rather than generic data. Off-the-shelf LLMs often lack up-to-date, reliable access to your specific data and customer relationships. RAG addresses this by embedding the most current and relevant proprietary data directly into LLM prompts. RAG isn’t limited to structured data like spreadsheets or relational databases. It can retrieve all types of data, including unstructured data such as emails, PDFs, chat logs, and social media posts, enhancing the AI’s output quality. How RAG Works RAG enables companies to retrieve and utilize data from various internal sources for improved AI results. By using your own trusted data, RAG reduces or eliminates hallucinations and incorrect outputs, ensuring responses are relevant and accurate. This process involves a specialized database called a vector database, which stores data in a numerical format suitable for AI and retrieves it when prompted. “RAG can’t do its job without the vector database doing its job,” said Ryan Schellack, Director of AI Product Marketing at Salesforce. “The two go hand in hand. Supporting retrieval-augmented generation means supporting a vector store and a machine-learning search mechanism designed for that data.” RAG, combined with a vector database, significantly enhances LLM outputs. However, users still need to understand the basics of crafting clear prompts. Faster Responses to Complex Questions In December 2023, Algo Communications began testing RAG with a few CSRs using a small sample of about 10% of its product base. They incorporated vast amounts of unstructured data, including chat logs and two years of email history, into their vector database. After about two months, CSRs became comfortable with the tool, leading to a wider rollout. In just two months, Algo’s customer service team improved case resolution times by 67%, allowing them to handle new inquiries more efficiently. “Exploring RAG helped us understand we could integrate much more data,” said Ryan Zoehner, Vice President of Commercial Operations at Algo Communications. “It enabled us to provide detailed, technically savvy responses, enhancing customer confidence.” RAG now touches 60% of Algo’s products and continues to expand. The company is continually adding new chat logs and conversations to the database, further enriching the AI’s contextual understanding. This approach has halved onboarding time, supporting Algo’s rapid growth. “RAG is making us more efficient,” Zoehner said. “It enhances job satisfaction and speeds up onboarding. Unlike other LLM efforts, RAG lets us maintain our brand identity and company ethos.” RAG has also allowed Algo’s CSRs to focus more on personalizing customer interactions. “It allows our team to ensure responses resonate well,” Zoehner said. “This human touch aligns with our brand and ensures quality across all interactions.” Write Better Prompts – Adopt a Large Language Model If you want to learn how to craft effective generative AI prompts or use Salesforce’s Prompt Builder, check out Trailhead, Salesforce’s free online learning platform. Start learning Trail: Get Started with Prompts and Prompt Builder 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

June 11, 2024in Generative AI, Salesforce Einstein

09May

Salesforce AI

Salesforce AI is the cornerstone of our Einstein 1 Platform, offering reliable and adaptable AI solutions seamlessly integrated into your customer data. With Einstein, you can craft tailored, predictive, and generative AI experiences to address all your business requirements securely. Einstein brings conversational AI to every facet of your operations, from workflows and users to departments and industries. Here’s what Einstein can do for you: Sales AI: Accelerate sales cycles with trusted AI capabilities. Einstein can compose emails enriched with customer insights, summarize sales calls, and provide real-time predictions to guide sellers towards successful deals. Customer Service AI: Enhance customer service experiences while boosting agent efficiency. Einstein surfaces relevant information during support interactions, automates case resolutions, and empowers agents with a knowledge base. Marketing AI: Drive personalized and efficient marketing campaigns at scale. Einstein provides insights to enhance engagement, create personalized customer journeys, and automate outreach efforts. Commerce AI: Personalize every buyer and merchant interaction with flexible ecommerce AI tools. Einstein generates product descriptions, recommends relevant products, and optimizes buying experiences. Einstein 1 Studio: Customize and extend AI for CRM with ease. Configure actions, prompts, and models to tailor Einstein Copilot to your specific business needs. Copilot Builder: Extend Einstein Copilot with familiar platform features to streamline workflows and monitor interactions seamlessly. Prompt Builder: Create prompt templates to expedite tasks and generate content grounded in your business data, ensuring relevance across Einstein Copilot, Lightning pages, and flows. Model Builder: Build or import predictive AI models into Salesforce and the Einstein Trust Layer, seamlessly managing AI models in a unified control plane. Deploy AI you can trust with the Einstein Trust Layer, ensuring privacy, security, and responsible use across your organization. Features like Dynamic Grounding, Sensitive Data Masking, and Ethics and Inclusivity policies uphold ethical AI principles while optimizing accuracy and relevance. Join companies like General Mills and Riley Children’s Health in leveraging the power of Salesforce AI to drive personalized experiences and optimize operations for greater impact and 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

May 9, 2024in Einstein 1 Platform, Generative AI, Salesforce, Salesforce Einstein

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

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

13Apr

Salesforce Einstein Features

Salesforce Einstein Discover the power of the #1 AI for CRM with Einstein. Built into the Salesforce Platform, Einstein uses powerful machine learning and large language models to personalize customer interactions and make employees more productive. With Einstein powering the Customer 360, teams can accelerate time to value, predict outcomes, and automatically generate content within the flow of work. Einstein is for everyone, empowering business users, Salesforce Admins and Developers to embed AI into every experience with low code. Salesforce Einstein Features. Einstein Copilot Sales Actions: Sell faster with an AI assistant in the flow of work.Call Exploration: Ask Einstein to synthesize important call information in seconds. Ask Einstein to identify important takeaways and customer sentiment, so you have the context you need to move deals forward.   Sales Summaries: Summarize records to identify likelihood the deal will close, the competitors involved, key activities, and more. Forecast Guidance: Ask Einstein to inform your forecast and help you identify which deals need your attention. Close Plan: Generate a customized action plan personalized to your customer and sales process. Increase conversion rates with step-by-step guidance and milestones grounded in CRM data. Salesforce Einstein Features Sales Generative AI features: ° Knowledge Creation: ° Search Answers for Agents and Customers: Einstein Copilot Service Actions: Streamline service operations by drafting Knowledge articles and surfacing answers, grounded in knowledge, to the most commonly asked questions. Summarize support interactions to save agent time and formalize institutional knowledge. Surface generated answers to agents’ & customers’ questions that are grounded in your trusted Knowledge base directly into your search page. Search Answers for Agents is included in the Einstein for Service Add-on SKU and Search Answers for Customers is included in the Einstein 1 Service Edition. Empower agents to deliver more personalized service and reach resolutions faster with an AI assistant built into the flow of work. You can leverage out-of-the-box actions like summarize conversations or answer questions with Knowledge or you can build custom actions to fit your unique business needs. Service Salesforce Einstein Features This Release Einstein CopilotSell faster with an AI assistant. No data requirements Included in Einstein 1 Sales Edition.hEinstein Copilot: Sales ActionsSell faster with an AI assistant.No data requirements.   Call explorer and meeting follow-up requires Einstein Conversation Insights. Included in Einstein 1 Sales Edition. Generative AIBoost productivity by automating time-consuming tasks.No data requirements.   Call summaries and call explorer requires Einstein Conversation Insights. Included in Einstein 1 Sales Edition. Einstein will use a global model until enough data is available for a local model. For a local model: ≥1,000 lead records created and ≥120 of those converted in the last 6 monthsEinstein Automated Contacts Automatically add new contacts & events to your CRM≥ 30 business accounts. If you use Person Accounts, >= 50 percent of accounts must be business accounts Einstein Recommended ConnectionsGet insights about your teams network to see who knows your customers and can help out ona deal ≥ 2 users to be connected to Einstein Activity Capture and Inbox (5 preferred) Einstein Forecasting Easily predict sales forecasts inside of Salesforce Collaborative Forecasting enabled; use a standard fiscal year; measure forecasts by opportunity revenue; forecast hierarchy must include at least one forecasting enabled user who reports to a forecast manager; opportunities must be in Salesforce ≥ 24 months;Einstein Email Insights Prioritize your inbox with actionable intelligence Einstein Activity Capture enabledEinstein Activity Metiics (Activity 360) Get insight into the activities you enter manually and automatically from Einstein Activity Capture Einstein Activity Capture enabled Sales Analytics Get insights into the most common sales KPIs No data requirements. User specific requirements like browser and device apply Einstein Conveisation Insights Gain actionable insights from your sales calls with conversational intelligenceCall or video recordings from Lightning Dialer, Service Cloud Voice, Zoom and other supported CTI audio and video partners.Buyer Assistant Replace web-to-lead forms with real-time conversations. No data requirements – Sales Cloud UE or Sales Engagement. Einstein Opportunity ScoringEinstein Activity CaptuiePrioritize the opportunities most likely to convertAutomatically capture data & add to your CRMEinstein will use a global model until enough data is available for a local model. For a local model: ≥ 200 closed won and ≥ 200 closed lost opportunities in the last 2 years, each with a lifespan of at least 2 days≥ 30 accounts, contacts, or leads; Requires Gmail, Microsoft Exchange 2019, 2016, or 2013 Einstein Relationship Insights Speed prospecting with AI that researches for you. No data requirements. Einstein Next Best Action Deliver optimal recommendations at the point of maximumimpactNo data requirements. User specific requirements like browser and device apply Sales AIGenerate emails, prioritize leads & opportunities most likely to convert, uncover pipeline trends, predict sales forecasts, automate data capture, and more with Einstein for Sales. Generative AIPrompt BuilderEinstein Lead ScoringEinstein Opportunity ScoringEinstein Activity CaptureEinstein Automated ContactsEinstein Recommended ConnectionsEinstein ForecastingEinstein Email InsightsEinstein Activity Metrics (Activity 360)Sales AnalyticsEinstein Conversation InsightsBuyer Assistant Sales AIGenerative AI:  Feature Why is it so Great? What do I need? Automate common questions and business processes to solve customer requests fasterBoost productivity by auto-generating service replies, summarizing conversations during escalations andtransfers or closed interactions, drafting knowledge articles, and surfacing relevant answers grounded inknowledge for agents’ and customers’ commonly asked questions. Deliver optimal recommendations at the point of maximum impactEliminate the guesswork with AI-powered recommendations for everyoneDecrease time spent on manual data entry for incoming cases and improve case field accuracy and completionAutomate case triage and solve customer requests fasterDecrease time spent selecting field values needed to close a case with chat conversations and improved field accuracySurface the best articles in real time to solve any customer’s questionEliminate time spent typing responses to the most common customer questionsGet insights into contact center operations, understand customers, and deliver enhanced customerexperiencesChat or Messaging channels, minimum of 20 examples for most languagesNo data requirements. User specific requirements like browser and device apply Make sure that your dataset has the minimum records to build a successful recommendation. Recipient Records need a minimum of 100 records,Recommended Item Records need a minimum of 10 records, andPositive Interaction Examples need a minimum of 400 records

April 13, 2024in Generative AI, Salesforce Einstein, Snowflake

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

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 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

March 27, 2024in Einstein 1 Platform, Salesforce

11Mar

Customized Conversational AI Assistant

Create and Customize a Conversational AI Assistant for CRM Einstein Copilot is your all-in-one CRM AI assistant, seamlessly integrated into every Salesforce application. It empowers teams to accelerate tasks with intelligent actions, deploy conversational AI with built-in trust, and easily scale a unified copilot across your organization. Customized Conversational AI Assistant. Einstein 1 Studio Customize and Enhance AI for CRM:Einstein 1 Studio allows you to tailor Einstein Copilot to your specific business needs. Configure actions, prompts, and models to create a personalized AI experience. Users can interact with the AI using natural language, making task execution more intuitive and efficient. Copilot Builder Expand Einstein Copilot with Advanced Features:Enhance Einstein Copilot by integrating actions with familiar Salesforce platform features like Flows, Apex code, and Mulesoft APIs. Convert workflows into copilot actions and test these interactions within a user-friendly interface, enabling you to monitor and refine your copilot’s performance. Prompt Builder Accelerate Employee Task Completion:Design prompt templates that quickly summarize and generate content, helping employees complete tasks faster. Create prompts that draw from CRM data, Data Cloud, and external sources to make every business task more relevant. Develop prompts once and deploy them across Einstein Copilot, Lightning pages, and flows. Model Builder Integrate and Manage AI Models:Incorporate your predictive AI models and large language models (LLMs) within Salesforce through the Einstein Trust Layer. Utilize no-code ML models in Data Cloud, and manage all your AI models from a centralized control platform, ensuring seamless operation and integration. Deploy Trustworthy AI Leverage Generative AI with Built-In Safeguards:Einstein Copilot is designed to ensure the privacy and security of your data, while improving result accuracy and promoting responsible AI use across your organization. Built directly into the Salesforce Platform, the Einstein Trust Layer offers top-tier features and safeguards to ensure your AI deployments are trustworthy. “The combination of AI, data, and CRM allows us to help busy parents solve the ‘what’s for dinner’ dilemma with personalized recipe recommendations their family will love.”— Heather Conneran, Director, Brand Experience Platforms, General Mills 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

March 11, 2024in Data, Generative AI, Mulesoft, Salesforce

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 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

March 2, 2024in Einstein 1 Platform

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 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

February 18, 2024in Einstein 1 Platform, Marketing Automation

10Feb

Create Test and Refine Prompt Templates With Prompt Builder

Salesforce has introduced Prompt Builder, a revolutionary tool powered by generative AI, designed to enhance business tasks by seamlessly integrating prompts into workflows. This article delves into the core AI concepts underlying Prompt Builder, offering insights into creating, managing, testing, and refining prompt templates for optimal performance. Before digging into the intricacies of this new innovation, let’s first explore what generative AI means for administrators. Create Test and Refine Prompt Templates With Prompt Builder. Understanding Key Terms: Key Features of Prompt Builder: Utilizing Prompt Templates: Testing and Refining Prompt Templates: Deploying Prompts: Designing Effective Prompt Templates: Embracing Generative AI with Prompt Builder: As Prompt Builder prepares for its general availability in Spring ’24, businesses can anticipate a paradigm shift in how they harness AI to propel their operations forward. Whether seasoned Salesforce Admins or newcomers to AI integration, Prompt Builder offers a gateway to unlocking the myriad possibilities of generative AI within Salesforce. Create Test and Refine Prompt Templates With Prompt Builder. 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

February 10, 2024in Data, Generative AI, Mulesoft, Salesforce, Salesforce Einstein

28Dec

What’s Included in Einstein Copilot Studio?

Christmas came early this year with Salesforce’s announcement of Einstein Copilot Studio. Einstein Copilot Studio will encompass the following features: By Tectonic’s Salesforce Marketing Consultant, Shannan Hearne 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

December 28, 2023in Einstein 1 Platform, Salesforce Einstein

Salesforce Einstein and Einstein Automate

09Aug

Einstein Trust

Generative AI, Salesforce, and the Commitment to Trust The excitement surrounding generative AI is palpable as it unlocks new dimensions of creativity for individuals and promises significant productivity gains for businesses. Engaging with generative AI can be a great experience, whether creating superhero versions of your pets with Midjourney or crafting pirate-themed poems using ChatGPT. According to Salesforce research, employees anticipate saving an average of 5 hours per week through the adoption of generative AI, translating to a substantial monthly time gain for full-time workers. Whether designing content for sales and marketing or creating a cute version of a beloved story, generative AI is a tool that helps users create content faster. However, amidst the enthusiasm, questions arise, including concerns about the security and privacy of data. Users ponder how to leverage generative AI tools while safeguarding their own and their customers’ data. Questions also revolve around the transparency of data collection practices by different generative AI providers and ensuring that personal or company data is not inadvertently used to train AI models. Additionally, there’s a need for assurance regarding the accuracy, impartiality, and reliability of AI-generated responses. Salesforce has been at the forefront of addressing these concerns, having embraced artificial intelligence for nearly a decade. The Einstein platform, introduced in 2016, marked Salesforce’s foray into predictive AI, followed by investments in large language models (LLMs) in 2018. The company has diligently worked on generative AI solutions to enhance data utilization and productivity for their customers. The Einstein Trust Layer is designed with private, zero-retention architecture. Emphasizing the value of Trust, Salesforce aims to deliver not just technological capabilities but also a responsible, accountable, transparent, empowering, and inclusive approach. The Einstein Trust Layer represents a pivotal development in ensuring the security of generative AI within Salesforce’s offerings. The Einstein Trust Layer is designed to enhance the security of generative AI by seamlessly integrating data and privacy controls into the end-user experience. These controls, forming gateways and retrieval mechanisms, enable the delivery of AI securely grounded in customer and company data, mitigating potential security risks. The Trust Layer incorporates features such as secure data retrieval, dynamic grounding, data masking, zero data retention, toxic language detection, and an audit trail, all aimed at protecting data and ensuring the appropriateness and accuracy of AI-generated content. Salesforce proactively provided the ability for any admin to control how prompt inputs and outputs are generated, including reassurance over data privacy and reducing toxicity. This innovative approach allows customers to leverage the benefits of generative AI without compromising data security and privacy controls. The Trust Layer acts as a safeguard, facilitating secure access to various LLMs, both within and outside Salesforce, for diverse business use cases, including sales emails, work summaries, and service replies in contact centers. Through these measures, Salesforce underscores its commitment to building the most secure generative AI in the industry. Generating content within Salesforce can be achieved through three methods: CRM Solutions: Einstein Copilot Studio: Einstein LLM Generations API: An overarching feature of these AI capabilities is that every Language Model (LLM) generation is meticulously crafted through the Trust Layer, ensuring reliability and security. At Tectonic, we look forward to helping you embrace and utilize generative AI with Einstein save time. 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

August 9, 2023in Artificial Intelligence, Data, Generative AI, Salesforce, Salesforce Einstein

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