Christmas came early this year with Salesforce’s announcement of Einstein Copilot Studio. Einstein Copilot Studio will encompass the following features:

  1. Prompt Builder:
    • Users can build, test, and deploy generative AI prompts without the need for extensive technical expertise.
    • Enables the creation of personalized messages and discounts aligned with the company’s brand and communication style.
    • Example: A marketer can use Prompt Builder to generate a personalized message and discount for a new product based on customer purchase history and location.
    • Offers a low-code experience for prompt engineering, seamlessly integrating with any CRM app or workflow, and includes the Einstein Trust Layer.
  2. Skills Builder:
    • Allows companies to develop custom AI-driven actions for specific tasks.
    • Example: Creating a “Competitor Analysis” skill for meeting preparation that analyzes market data, sales figures, and retrieves information from external databases.
    • Sales reps can prompt Einstein Copilot to swiftly execute the “Competitor Analysis” skill, providing comprehensive insights and talking points as the meeting date approaches.
  3. Model Builder:
    • Provides flexibility for companies to select their own AI models (BYOM) based on specific business needs.
    • Customers can choose Salesforce’s proprietary LLMs or seamlessly integrate preferred predictive and generative partner AI models.
    • Enables training or fine-tuning of models on data in Data Cloud without the need for data movement.
    • Supports “bring your own model” integrations with Amazon Bedrock, Amazon SageMaker, Anthropic, Cohere, Databricks, Google Cloud’s Vertex AI, and OpenAI.
    • Equips Einstein Copilot with more accurate insights and content tailored to unique employee or customer dynamics.

By Tectonic’s Salesforce Marketing Consultant, Shannan Hearne

Related Posts
Salesforce Artificial Intelligence
Salesforce CRM for AI driven transformation

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
Roles in AI

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
Salesforce hospitality 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

Fully Leveraging Salesforce

Salesforce, a dominant force in customer relationship management (CRM) systems, revealed a study that suggests that 83% of sales professionals Read more