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