Salesforce Einstein

13Jan

What is Einstein Copilot for Salesforce?

What Is Einstein Copilot for Salesforce? Salesforce Copilot service operates similarly to other generative AI tools in the customer experience landscape. Users can instruct the tool to automatically respond to customer queries with pertinent, personalized answers based on company data. Is Copilot Safe to Use? Concerned about the safety of using Copilot? Rest assured, you have the ultimate control over your data. Your data remains private and is not shared with a third party unless you have expressly granted permission to do so. Moreover, Microsoft does not utilize your data to train or enhance Copilot or its AI features unless you have provided explicit consent for such purposes. Einstein Copilot represents a cutting-edge generative AI-powered conversational assistant integrated seamlessly into every Salesforce application. It enhances workflow efficiency, driving substantial gains in productivity. Einstein Copilot Studio empowers organizations to tailor their Einstein Copilot for specific business needs, offering a customizable solution. Both Einstein Copilot and Einstein Copilot Studio incorporate the Einstein Trust Layer, ensuring the protection of sensitive data while enabling companies to use their trusted data to enhance generative AI responses. Prominent businesses like AAA, Heathrow Airport, and KPMG US leverage Einstein to enhance productivity, boost revenue, and create personalized experiences. Shouldn’t you? Like1 Related Posts 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 Public Sector Salesforce Solutions Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing Read more

January 13, 2024in Einstein 1 Platform, Salesforce Einstein

08Jan

Einstein AI Trust Layer Explained

The Einstein Trust Layer is a secure AI architecture. It is natively built into the Salesforce Platform. Designed for enterprise security standards the Einstein Trust Layer continues to allow teams to benefit from generative AI. Without compromising their customer data, while at the same time letting companies use their trusted data to improve generative AI responses: Trusted AI starts with securely grounded prompts. A prompt is a canvas to provide detailed context and instructions to Large Language Models. The Einstein Trust layer allows you to responsibly ground all of your prompts in customer data and mask that data when the prompt is shared with Large Language Models*. With our Zero Retention architecture, none of your data is stored outside of Salesforce. Salesforce gives customers control over the use of their data for AI. Whether using our own Salesforce-hosted models or external models that are part of our Shared Trust Boundary, like OpenAI, no context is stored. The large language model forgets both the prompt and the output as soon as the output is processed. Like Related Posts 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 Public Sector Salesforce Solutions Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing Read more

January 8, 2024in Salesforce Einstein

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

January 3, 2024in Generative AI, Salesforce, Salesforce Einstein

30Dec

January ’24 Einstein Data Cloud Updates

Utilize Generative AI to Target Audiences Effectively Harness the power of generative AI with Einstein Segment Creation in Data Cloud to create precise audience segments. Describe your target audience, and Einstein Segment Creation swiftly produces a segment using trusted customer data available in Data Cloud. This segment can be easily edited and fine-tuned as necessary. Jan ’24 Einstein Data Cloud Updates. Where: This enhancement is applicable to Data Cloud in Developer, Enterprise, Performance, and Unlimited editions. Einstein generative AI is accessible in Lightning Experience. When: This functionality is rolling out gradually, starting in Spring ’24. How: In Data Cloud, create a new segment and choose Einstein Segment Creation. In the Einstein panel, input a description of your segment using simple text, review the draft, and make adjustments as needed. Gain Insights into Segment Performance with Segment Intelligence Analyze segment data efficiently with Segment Intelligence, an in-platform intelligence tool for Data Cloud for Marketing. Offering a straightforward setup process, out-of-the-box data connectors, and pre-built visualizations, Segment Intelligence aids in optimizing segments and activations across various channels, including Marketing Cloud Engagement, Google Ads, Meta Ads, and Commerce Cloud. Where: This update applies to Data Cloud in Developer, Enterprise, Performance, and Unlimited editions. Utilizing Segment Intelligence requires a Data Cloud Starter license. When: For details regarding timing and eligibility, contact your Salesforce account executive. How: To configure Segment Intelligence, navigate to Salesforce Setup. To view Segment Intelligence dashboards, go to Data Cloud and select the Segment Intelligence tab. Activate Audiences on Google DV360 and LinkedIn Effortlessly activate audiences on Google DV360 and LinkedIn as native activation destinations in Data Cloud. Directly use segments for targeted advertising campaigns and insights reporting. Where: This change is applicable to Data Cloud in Developer, Enterprise, Performance, and Unlimited editions. Requires an Ad Audiences license. When: This functionality is available starting in March 2024. Enhance Identity Resolution with More Frequent Ruleset Processing Experience more timely ruleset processing as rulesets now run automatically whenever your data changes. This improvement eliminates the need to wait for a daily ruleset run, ensuring efficient and cost-effective processing. Where: This update applies to Data Cloud in Developer, Enterprise, Performance, and Unlimited editions. Refine Identity Resolution Match Rules with Fuzzy Matching Extend the use of fuzzy matching to more fields, allowing fuzzy matching on any text field in your identity resolution match rules. Up to two fuzzy match fields, other than first name, can be used in a match rule, with a total of six fuzzy match fields in any ruleset. Enhance match rules by updating to the “Fuzzy Precision – High” method for fields like last name, city, and account. Where: This enhancement applies to Data Cloud in Developer, Enterprise, Performance, and Unlimited editions. Salesforce Einstein’s AI Capabilities Salesforce Einstein stands out as a comprehensive AI solution for CRM. Notable features include being data-ready, eliminating the need for data preparation or model management. Simply input data into Salesforce, and Einstein seamlessly operates. Additionally, Salesforce introduces the Data Cloud, formerly known as Genie, as a significant AI-powered product. This platform, combining Data Cloud and AI in Einstein 1, empowers users to manage unstructured data efficiently. The introduction of the Data Cloud Vector Database allows for the storage and retrieval of unstructured data, enabling Einstein Copilot to search and interpret vast amounts of information. Salesforce also unveils Einstein Copilot Search, currently in closed beta, enhancing AI search capabilities to respond to complex queries from users. Jan ’24 Einstein Data Cloud Updates This groundbreaking offering addresses the challenge of managing unstructured data, a substantial portion of business data, and complements it with the capability to use familiar automation tools such as Flow and Apex to monitor and trigger workflows based on changes in this data. Overall, Salesforce aims to revolutionize how organizations handle unstructured data with these innovative additions to the Data Cloud. Like2 Related Posts 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 CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to 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

December 30, 2023in Einstein 1 Platform, Einstein Insights, Salesforce Data Cloud, Salesforce Einstein

20Dec

Copilot Capabilities

Einstein Copilot stands out from other AI assistants and copilots by leveraging Salesforce customers’ proprietary and trusted data to generate valuable responses. Unlike alternatives that lack access to relevant company data or require costly AI model training, Einstein Copilot capabilities provide answers, content summaries, task automation, and complex conversation interpretation—all while maintaining strict data governance. This innovation is achieved through a combination of conversational user interface, a robust large language model, and trusted company data integrated directly into Salesforce’s leading AI CRM applications. Einstein Copilot revolutionizes how users interact with Salesforce applications, offering seamless integration into their workflow to drive significant productivity improvements. With Einstein Copilot Studio, organizations can tailor their assistant to meet specific business requirements, further enhancing its effectiveness. Additionally, Einstein Copilot and Einstein Copilot Studio feature the Einstein Trust Layer, safeguarding sensitive data while leveraging trusted information to enhance generative AI responses. Copilot Capabilities The significance of these advancements is underscored by the increasing investment in AI, with 45% of executives boosting their AI initiatives. Early adopters are already experiencing benefits such as freeing up over 30% of employee time to focus on revenue growth, cost reduction, and delivering superior customer experiences. Einstein Copilot delivers accurate recommendations and content for various tasks, from building digital storefronts to drafting custom code and providing sales guidance. It securely integrates customer data from Salesforce Data Cloud, including enterprise content, Slack conversations, telemetry data, and structured/unstructured data, ensuring informed and precise decision-making. 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

December 20, 2023in Einstein 1 Platform, Generative AI, Salesforce, Salesforce Slack

18Dec

Introducing Salesforce Einstein Copilot

Einstein Copilot introduces a cutting-edge generative A. Powered by a conversational assistant seamlessly embedded within every Salesforce application. Its strategically enhancing workflow and yielding substantial gains in productivity. Announced at Dreamforce 2023, in case you missed it, read on. The newly integrated Einstein 1 Data Cloud, part of the Einstein 1 Platform, allows customers to establish a unified customer profile. By connecting any data source. This integration infuses AI, automation, and analytics into every customer experience, fostering a comprehensive approach. Salesforce Einstein Copilot Studio Einstein Copilot Studio provides organizations with the flexibility to tailor Einstein Copilot. A Salesforce tool used according to specific business requirements. It incorporates the Einstein Trust Layer, ensuring the protection of sensitive data while leveraging trusted information to enhance generative AI responses. Unlike other generative AI copilot solutions, Einstein Copilot is natively integrated into the world’s leading AI CRM – Salesforce. Seamlessly tapping into data from various Salesforce applications. This integration ensures more accurate AI-powered recommendations and content generation. Data Cloud The Data Cloud serves as the foundation for Einstein Copilot. Data Cloud offers real-time, consolidated views of customers or entities. With Data Cloud, creating a data graph is simplified, enabling the generation of AI-powered apps with a single click, eliminating the need for manual data queries or joins. Einstein Trust Layer The Einstein Trust Layer, an integral part of the Einstein 1 Platform, ensures the secure retrieval of relevant data from Data Cloud. Before sending it to the Language Model (LLM), proprietary, sensitive, or confidential information is masked, maintaining a high level of data security and compliance. Copilot for Sales aligns with existing CRM access controls and user permissions. Salesforce requires ensuring administrators and users have the necessary permissions for customization and data management within Copilot for Sales. Salesforce Copilot service functions similarly to other generative AI tools in the customer experience landscape, responding to customer queries automatically with personalized answers grounded in company data. Einstein Copilot & Search, anticipated for availability from February 2024, is set to leverage Data Cloud unstructured support. It will be ushering in a new era where Generative AI-based apps redefine the user interface. Thereby allowing seamless interactions and conversations with applications. This transformative shift signifies a significant milestone in Enterprise Software, with Salesforce actively participating in this evolving landscape. Copilot for Sales How is Copilot for Sales different from Copilot for Microsoft 365? Microsoft Copilot for Sales is an AI assistant designed for sellers that brings together the capabilities of Copilot for Microsoft 365 with seller-specific insights and workflows. What Salesforce just did is drop the GPT name and go with Copilot, By endorsing the Microsoft branding it announced earlier this year with Microsoft Copilot for Microsoft 365 and CoPilot for Dynamics 365. Like Related Posts 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 CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to 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

December 18, 2023in Einstein 1 Platform, Salesforce Data Cloud

22Nov

Salesforce Einstein 1 Platform

Salesforce unveils the groundbreaking Einstein 1 Platform, a transformative force in enterprise AI designed to enhance productivity and cultivate trusted customer experiences by seamlessly integrating data, AI, and CRM. This advanced platform meets the demands of a new AI era, adeptly managing extensive disconnected data, offering flexibility in AI model selection, and seamlessly integrating with workflow processes while prioritizing customer trust. Salesforce Einstein 1 Platform is a game changer from Salesforce. What is the Salesforce Einstein 1 platform? 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. The Einstein 1 Platform consolidates data, AI, CRM, development, and security into a unified, comprehensive platform, empowering IT professionals, administrators, and developers with an extensible AI platform for rapid app development and automation. Streamlining change and release management, the DevOps Center allows centralized oversight of project work at every stage of the application lifecycle management process, ensuring secure data testing and AI app deployment. Salesforce customizes security and privacy add-on solutions, including data monitoring and masking, backup implementation, and compliance with evolving privacy and encryption regulations. Grounded in the Einstein 1 Platform, Salesforce AI delivers trusted and customizable experiences by leveraging customer data to create predictive and generative interactions tailored to diverse business needs. What are the Einstein platform products? Commerce Cloud Einstein is a generative AI tool that can be used to provide personalized commerce experiences throughout the entire buyer’s journey. It can be used to generate auto-generated recommendations, content, and communications that are based on real-time data from the Data Cloud. Einstein 1 serves as a comprehensive solution for organizations seeking a unified 360-degree view of their customers, integrating Silverline expertise to maximize AI potential and scalability. The introduction of Einstein 1 Data Cloud addresses data integration challenges, enabling users to connect any data source for a unified customer profile enriched with AI, automation, and analytics. Salesforce Data Cloud unifies and harmonizes customer data, enterprise content, telemetry data, Slack conversations, and other structured and unstructured data to create a single view of the customer. Einstein 1 Data Cloud is natively integrated with the Einstein 1 Platform and allows companies to unlock siloed data and scale in entirely new ways, including: Supporting thousands of metadata-enabled objects per customer, the platform ensures scalability, while re-engineering Marketing Cloud and Commerce Cloud onto the Einstein 1 Platform enables seamless incorporation of massive data volumes. Salesforce offers Data Cloud at no cost for Enterprise Edition or above customers, underscoring its commitment to supporting businesses at various stages of maturity. Einstein Copilot Search and the Data Cloud Vector Database further enhance Einstein 1 capabilities, providing improved AI search and unifying structured and unstructured data for informed workflows and automation. Einstein 1 introduces generative AI-powered conversational assistants, operating within the secure Einstein Trust Layer to enhance productivity while ensuring data privacy. Businesses are encouraged to embrace Einstein 1 as a strategic move toward becoming AI-centric, leveraging its unified data approach to effectively train AI models for informed decision-making. Salesforce’s Einstein 1 Platform introduces the Data Cloud Vector Database, seamlessly unifying structured and unstructured business data to enhance AI prompts and streamline workflows. Generative AI impacts businesses differently, augmenting processes to improve efficiency and productivity across sales, service, and field service teams. Einstein 1 Platform addresses challenges of fragmented customer data, offering a unified view for effective AI model training and decision-making. Salesforce’s continuous evolution ensures businesses have access to cutting-edge AI technologies, positioning Einstein 1 as a crucial tool for staying ahead in the AI-centric landscape. Ready to explore Data Cloud for Einstein 1? Limited access is available for $0, offering businesses an exclusive opportunity to leverage this transformative solution. Salesforce’s Einstein 1 Platform introduces advancements in AI search capabilities and unification of structured and unstructured business data, empowering informed workflows and automation. Einstein GPT expands conversational AI across Marketing and Commerce clouds, with the Data Cloud Vector Database playing a pivotal role in unifying data for Einstein 1 users. Einstein now has a generative AI-powered conversational AI assistant that includes Einstein Copilot and Einstein Copilot Studio. These two capabilities operate within the Einstein Trust Layer – a secure AI architecture built natively into the Einstein 1 Platform that allows you to leverage generative AI while preserving data privacy and security standards. Einstein Copilot is an out-of-the-box conversational AI assistant built into the user experience of every Salesforce application. Einstein Copilot drives productivity by assisting users within their flow of work, enabling them to ask questions in natural language and receive relevant and trustworthy answers grounded in secure proprietary company data from Data Cloud. Data Cloud Vector Database simplifies data integration, enhancing AI prompts without costly updates to specific business models. Data Cloud, integrated with the Einstein Trust Layer, provides secure data access and visualization, enabling businesses to fully harness generative AI. Einstein 1, with Data Cloud, offers a solution for organizations seeking comprehensive customer insights, guided by Silverline expertise for AI maximization. Salesforce’s Einstein 1 Platform securely integrates data, connecting various products to empower customer-centric businesses with AI-driven applications. Data Cloud for Einstein 1 supports AI assistants and enhances customer experiences, driving productivity and reducing operational costs. Einstein 1’s impact is evident in increased productivity and enhanced customer experiences, with ongoing evolution ensuring businesses stay at the forefront of AI technology. Generative AI augments existing processes, particularly in sales, service, and customer support, with Einstein 1 providing tools for streamlined operations. Salesforce’s Einstein 1 Platform introduces AI search enhancements and unified data capabilities, empowering businesses with informed decision-making and automation. Ready to embrace AI-driven productivity? Explore Data Cloud for Einstein 1 and revolutionize your business operations today. 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

November 22, 2023in Einstein 1 Platform, Salesforce, Salesforce Einstein

19Nov

Spring ’24 Release in Salesforce Einstein and Data Cloud

Revolutionizing Data Management with Salesforce’s Einstein and Data Cloud While Artificial Intelligence (AI) has taken the spotlight, there’s an unsung hero eagerly waiting for its moment – Salesforce’s Data Cloud, formerly known as Genie. This product, a source of pride for Salesforce, is set to play a crucial role in powering AI on the Einstein 1 platform, offering a glimpse into the future at World Tour New York, accompanied by some exciting updates. Salesforce Einstein and Data Cloud appear to be in for a makeover. Spring ‘24 Release Highlights: The anticipation for Einstein Copilot & Search, part of the Einstein GPT products, is set to end in February 2024. Additionally, Data Cloud’s unstructured support will enter its pilot phase in the same month. While there are no indications of new AI products in the upcoming Salesforce Spring ‘24 release, the main release dates in February raise expectations for potential surprises when the Spring ‘24 Release Notes are unveiled. Salesforce may have Salesforce Einstein and Data Cloud enhancements up their sleeves. Elevating Einstein 1 Platform: Salesforce unveiled a major update to the Einstein 1 platform at World Tour New York, combining the prowess of Data Cloud and AI. This alliance empowers users to manage unstructured data efficiently through Data Cloud. While enabling Einstein Copilot to search, retrieve, and comprehend vast amounts of information seamlessly. According to IDC, 90% of business data is unstructured, including PDFs, emails, social media posts, and audio files. Forrester predicts that the volume of unstructured data managed by enterprises will double by 2024. Which is just around the corner, folks. The GenAI solution addresses the need to sift through this unstructured data. GenAI is offering a comprehensive platform for organizations. Key Benefits for Organizations of Salesforce Einstein and Data Cloud: This innovative offering by Salesforce, integrated into Data Cloud, requires the use of a Vector Database provided by Salesforce. Familiar automation tools like Flow and Apex can be employed to monitor changes in this data. Additionally it can trigger workflows. Data Cloud Vector Databases – A Closer Look: Salesforce’s Data Cloud, in conjunction with AI capabilities, largely will transform how organizations manage and leverage unstructured data. Thereby opening new possibilities for innovation and customer satisfaction. The age of Salesforce Einstein and Data Cloud are upon us! Contact Tectonic today to learn more about Data Cloud. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

November 19, 2023in Salesforce Einstein

06Nov

Configure Einstein Wait Before Recommending an Already Purchased Product

Customize the Duration for Einstein’s Recommendation of Past Purchases. If you Configure Einstein Wait proactively you can effectively send recommendations to customer. And send them right as they are about to run out of your product. What is Einstein product recommendations? Einstein Recommendations deliver the next-best product, content, or offer to every individual through product and content recommendations for email and web. Enable every customer interaction to be an insight. With every click, download, view, and purchase, customers are giving data about their preferences. Data that you can use. Data that teaches Einstein. Einstein Web Recommendations use Einstein’s capabilities to observe behavior, build preference profiles, and deliver the next-best personalized content to each website visitor. Configure Einstein Wait allows you to deliver the next best content. Provide the right content at the right time. Use scenarios within the application to refine recommendations to match your specific business scenarios. The Einstein Configurator: The Einstein Configurator now enables you to specify the number of days a recommender should wait before suggesting products that were previously purchased. You have the flexibility to choose between 7, 30, 60, or 90 days, with the default option set at 30 days. Previously, the Einstein Configurator had a fixed 30-day waiting period for recommending previously purchased products, which was not always suitable for all customers in terms of wait time. How do you Configure Einstein Wait: Adjust the wait time for product recommendations on an individual recommender basis using the Einstein Configurator. Utilize the “Don’t recommend products purchased” option in the General tab of any recommender to make your preferred selection. Like Related Posts 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 Sales Cloud Einstein Forecasting Salesforce, the global leader in CRM, recently unveiled the next generation of Sales Cloud Einstein, Sales Cloud Einstein Forecasting, incorporating Read more

November 6, 2023in Salesforce Einstein

18Oct

Einstein Email Insights Explained

In 2016, Salesforce ventured into the realm of artificial intelligence (AI) with the introduction of Salesforce Einstein. Far from a standalone product, Salesforce Einstein represents a technological layer seamlessly integrated into the Salesforce Lightning platform and various other Salesforce cloud products. Insights for Sales Specifically designed for sales professionals, Einstein Email Insights proves to be a valuable tool. It provides crucial information within the email interface, empowering salespeople to respond to customers more effectively and at the opportune moment. Einstein Email Insights offers sales representatives essential context related to sales alongside pertinent inbound emails. By specifying criteria for email content analysis, users can extract the most relevant insights. Einstein ensures that contextual sales information is surfaced while composing emails, facilitating the delivery of optimal responses at the right time. This feature is available with Sales Cloud Einstein, Inbox, High Velocity Sales, or Revenue Intelligence, albeit with an additional cost. It is accessible for Salesforce Enterprise, Performance, and Unlimited editions, subject to an extra charge. The Einstein Family If you are using Einstein Activity Capture with a Sales Cloud Einstein or Inbox license, Email Insights is automatically activated upon enabling Einstein Activity Capture. However, users without these licenses must read and agree to the Email Insights terms of service before utilizing the feature. The insights derived from Einstein Conversation Insights go beyond mere data points; they offer actionable intelligence. Businesses can leverage these insights to refine products, optimize customer service processes, and make informed decisions that positively impact the overall customer experience. Salesforce Einstein Insights ensures that every action taken by your sales representatives is calculated and meaningful, aiming to convert prospects into customers. Statistics show that Salesforce Einstein Insights can boost conversion rates by 43%. This AI-powered platform compiles data from accounts, opportunities, call histories, and even news sources to predict business outcomes, empowering your team to strategize with confidence at every stage of customer engagement. Salesforce has recently introduced new email features in its Marketing Cloud to enhance the efficiency of email capabilities. The new Einstein Email capabilities enable modern marketers to increase productivity, send more personalized emails, and drive greater customer engagement. Additionally, Salesforce’s acquisition of Rebel, an interactive email provider, brings forth the ability to create interactive emails, allowing recipients to take action directly within the email. This functionality, akin to AMP for Gmail, enables users to browse image carousels, fill out forms, register for events, and more, directly from their inbox. Salesforce plans to launch this pilot early in 2020, integrating it with Email Studio and Journey Builder. Like2 Related Posts 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 Public Sector Salesforce Solutions Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing Read more

October 18, 2023in Einstein Insights, Salesforce Einstein

09Oct

Einstein 1 is Coming

What Does the New Einstein 1 Data Cloud Mean for Your Organization? Einstein 1 is Coming One of the major announcements at Dreamforce was the exciting intro that Einstein 1 is Coming. The Einstein 1 Data Cloud is now natively integrated with the Einstein 1 Platform. This integration allows users to connect any data, create unified customer profiles, and enhance every customer experience with AI, automation, and analytics. This is a giant step for Salesforce-kind. It can revolutionize the ways businesses engage with their customers. While this announcement is exciting, what does it mean for organizations at different stages of their Salesforce journey? In this insight, we explore the announcement details, considerations for using the Einstein 1 Data Cloud in your company, and how Tectonic can assist in navigating this new offering. What’s New with the Platform? The integration of Salesforce Data Cloud and Einstein AI into the Einstein 1 Platform marks a significant enhancement. The platform integration enables companies to securely connect any data, build AI-powered apps with low code, and deliver superior CRM experiences. It unifies data across the enterprise by mapping it to Salesforce’s underlying metadata framework, regardless of how the data is structured in disparate systems. Regardless of how complex it is. What is Einstein 1 Data Cloud? The Key to Unified Data Salesforce Einstein 1 Data Cloud unifies customer data, enterprise content, telemetry data, Slack conversations, and other structured and unstructured data to create a single view of the customer. This integration unlocks otherwise siloed data and scales operations in new ways: Salesforce has announced that Enterprise Edition and above customers can use Data Cloud at no additional cost. However, organizations should consider their position on the Salesforce maturity curve before implementation. Data Cloud’s capabilities, while extensive, might not fully optimize data for organizations further along in their Salesforce journey without a thorough trial. What is the Einstein Conversational Assistant? An AI-Powered Shift Einstein now includes a generative AI-powered conversational assistant featuring Einstein Copilot and Einstein Copilot Studio. These tools operate within the Einstein Trust Layer, a secure AI architecture native to the Einstein 1 Platform that ensures data privacy and security. Why Should Organizations Consider Einstein 1? Customer data is often fragmented and siloed across disparate systems, preventing a unified view necessary for informed business decision-making. Data unification is essential for data-driven decision making and fully getting the full ROI of AI. AI is a major trend in technology, but effective AI requires comprehensive, aligned data. Without a unified data foundation, AI’s potential is limited. Einstein 1 with Data Cloud provides the solution by consolidating data, enabling the training of AI models to make optimal decisions and recommendations. How Can Tectonic Help You Transition? Tectonic brings extensive Salesforce expertise and industry-specific experience in sectors heavily reliant on data, such as healthcare, financial services, and travel and tourism. These industries face strict data regulations and often have siloed data in legacy systems. Einstein 1 helps organizations achieve a 360-degree view of their customers by unifying data. Tectonic can assist in maximizing AI on the Salesforce platform by building a robust data foundation and providing a roadmap for future scalability. While both Einstein 1 and AI Cloud are Salesforce terms that promise AI-driven capabilities, there are differences to consider. Einstein 1 Platform is a comprehensive suite that includes Data Cloud, AI tools, and automation capabilities. In contrast, AI Cloud is more of an overarching term that might encompass Einstein 1 as part of its suite, focusing on the broader application of AI across Salesforce’s entire range of products and services. Understanding these distinctions is critical in identifying which solution aligns with your organizational needs. 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

October 9, 2023in Einstein 1 Platform, Mulesoft, Salesforce, Salesforce Data Cloud, Salesforce Einstein

03Oct

Einstein 1 Unveiled

Salesforce Unveils Einstein 1: Enhancing Productivity and Fostering Customer Trust through Data, AI, and CRM-Einstein 1 Unveiled In September, Salesforce introduced the Einstein 1 Platform, a groundbreaking advancement that merges the capabilities of Salesforce Data Cloud with Einstein AI. This innovative platform harnesses a trusted metadata framework, enabling companies to effortlessly connect data and build AI-driven applications with minimal coding, thereby revolutionizing CRM experiences. Why it Matters: With customer data scattered across an average of 1,061 applications and limited integration, Salesforce addresses the challenge of fragmented customer data stacks. The metadata framework bridges this gap by offering a unified view of enterprise data, allowing organizations to customize user experiences across low-code platform services like Einstein for AI predictions, Flow for automation, and Lightning for user interfaces. Data Cloud Integration: The Einstein 1 Platform now seamlessly integrates with Data Cloud, a real-time hyperscale data engine processing 30 trillion transactions per month and harmonizing various data sources to create unified customer profiles. This integration unlocks siloed data, facilitating rich customer profiles and enabling new CRM experiences. Scalability and Automation: The platform supports thousands of metadata-enabled objects per customer and can handle up to 20,000 events per second. It enables the integration of massive data volumes from various sources, triggering flows and interactions with enterprise systems, including legacy ones. Analytics Offerings: Salesforce provides a suite of analytics solutions, including Reports and Dashboards, Tableau, CRM Analytics, and Marketing Cloud Reports. The common metadata schema and access model of the Einstein 1 Platform allow these solutions to operate on the same data, delivering comprehensive insights. Free Access to Data Cloud: Customers with Enterprise Edition or above can now access Data Cloud at no cost, empowering them to ingest, harmonize, and explore their data, thereby accelerating their AI journey. Einstein’s Conversational AI Assistant: The next generation of Einstein introduces Einstein Copilot, an out-of-the-box conversational AI assistant embedded in every Salesforce application. Copilot enhances productivity by responding to natural language queries with secure, proprietary company data from Data Cloud. It also proactively suggests actions and options to users. Einstein Copilot Studio: Companies can develop custom AI-powered apps with Einstein Copilot Studio, which facilitates the creation of AI models for various business tasks, making it adaptable for consumer-facing channels and messaging platforms. Einstein Copilot and Einstein Copilot Studio operate within the secure Einstein Trust Layer, ensuring data privacy and security. Salesforce’s Einstein 1 Platform represents a significant milestone in AI-powered CRM, providing companies with a seamless way to leverage AI, streamline processes, and deliver exceptional customer experiences. By Tectonic Salesforce Marketing Architect, Shannan Hearne 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

October 3, 2023in Einstein 1 Platform, Einstein Insights, Salesforce

08Sep

Salesforce Data Cloud Evolution

Data Cloud stands as the fastest-growing organically built product in Salesforce’s history, signifying a significant milestone in solving the enduring data problem within Customer Relationship Management (CRM). Salesforce Data Cloud Evolution since its beginnings is an interesting story. With an average of 928 systems per company, identity resolution becomes challenging, especially when managing more than one system. Salesforce’s expansion into AI-powered CRM emphasizes the synergy between AI and data, recognizing that AI’s optimal functionality requires robust data support. Data Cloud acts as the foundation accelerating connectivity across different ‘clouds’ within the Salesforce platform. While it’s available for purchase, even Salesforce customers without licensed Data Cloud still benefit from its foundational advantages, with increased strength when utilized as a personalization and data unification platform. The history of Data Cloud reflects its evolution through various iterations, from Customer 360 Audiences to Salesforce Genie, ultimately settling as Data Cloud in 2023. This journey marked significant developments, expanding from a marketer’s tool to catering for sales, service, and diverse use cases across the Salesforce platform. Data harmonization with Data Cloud simplifies the complex process, requiring fewer efforts compared to traditional methods. It comes pre-wired to Salesforce objects, reducing the need for extensive data modeling and integration steps. The technical capability map showcases a comprehensive integration of various technologies, making Data Cloud versatile and adaptable. Data Cloud’s differentiators include being pre-wired to Salesforce objects, industry-specific data models, prompt engineering capabilities, and the inclusion of the Einstein Trust Layer, addressing concerns related to generative AI adoption. Looking ahead, Data Cloud continues to evolve with constant innovation and features in Salesforce’s major releases. The introduction of Data Cloud for Industries, starting with Health Cloud, signifies ongoing enhancements to cater to industry-specific needs. Closing the skills gap is crucial for effective Data Cloud implementation, requiring a blend of developer skills, data management expertise, business analyst skills, and proficiency in prompt engineering. Salesforce envisions Data Cloud, combined with CRM and AI, as the next generation of customer relationship management, emphasizing the importance of sound data and skillful implementation. Data Cloud represents the ‘Holy Grail of CRM,’ offering a solution to the long-standing data challenges in CRM. However, its success as an investment depends on the organization’s readiness to demonstrate return on investment (ROI) through solid use cases, ensuring unified customer profiles and reaping the rewards of this transformative technology. FAQ When did Salesforce introduce data cloud? Customer 360 Audiences: Salesforce’s initial CDP offering, launched in 2020. Salesforce CDP: The name changed in 2021 to align with how the blooming CDP market was referring to this technology. Does Salesforce data cloud compete with Snowflake? They offer distinct capabilities and cater to diverse business needs. Salesforce Data Cloud specializes in data enrichment, personalization, and real-time updates, while Snowflake boasts scalable data warehousing and powerful analytics capabilities. What is the data cloud in Salesforce? Deeply integrated into the Einstein 1 Platform, Data Cloud makes all your data natively available across all Salesforce applications — Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Tableau, and MuleSoft — to power automation and business processes and inform AI. Is Salesforce Genie now data cloud? Announced at Dreamforce ’22, Salesforce Genie was declared the greatest Salesforce innovation in the company’s history. Now known as Data Cloud, it ingests and stores real-time data streams at massive scale, and combines it with Salesforce data. This paves the way for highly personalized customer experiences Like1 Related Posts 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 CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to 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 Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more

September 8, 2023in Salesforce Data Cloud, Salesforce Einstein

07Sep

Reporting With Own

In any Salesforce organization, vast amounts of data are generated constantly from sales activities, customer interactions, marketing campaigns, and more. Summarizing and digesting this information quickly is crucial, especially when presenting the big picture to leadership. This is where Salesforce reports come into play. The Salesforce Reports feature enables organizations to analyze, visualize, and summarize data in real time. By pulling data from across your Salesforce environment, reports help consolidate information into easily digestible formats, such as charts, tables, and graphs. Salesforce reports are essential for: How Historical Data Can Improve Reporting in Salesforce While real-time reports are valuable, incorporating historical data can significantly enhance reporting by offering deeper insights into your organization’s long-term performance. Here’s how: Challenges of Reporting with Historical Data in Salesforce While incorporating historical data is smart, Salesforce’s native reporting capabilities impose certain limitations: Don’t Let Salesforce Reporting Limitations Hold You Back With Own Discover, customers can effortlessly generate time-series datasets from any objects and fields over any time period in just a few clicks. These datasets can be accessed using standard query and reporting tools without requiring a data warehouse or the need to enrich existing data warehouses, overcoming Salesforce’s native limitations. 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

September 7, 2023in Enterprise

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

August 26, 2023in Einstein 1 Platform, Generative AI, Salesforce Data Cloud, Salesforce Einstein

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