As AI advances continue to grow, Salesforce needs to meet customer expectations and deliver cutting-edge AI capabilities. ChatGPT is a useful tool, but it poses risks to the security of CRM data and does not integrate seamlessly with Salesforce. External AI solutions are not integrated with CRMs, which limits the user benefits.
Salesforce Einstein revolutionizes ROI for Salesforce implementations by being built directly on the Salesforce Platform. It automates tasks by leveraging unique setups and business data.
What Is Salesforce Einstein?
Einstein is an AI conversational tool family that uses Low-Code to increase efficiency, improve customer service, and help businesses make better decisions.
The Salesforce Einstein is distinguished by three features:
- Einstein enables businesses to customize prompts and actions that are available to users.
- Data is the foundation of Einstein. The Large Language Model can access information specific to the use cases that are not part of its training data.
- Einstein is metadata-aware, which means it is aware not only of your data but also of any configuration changes or unique business setup.
Salesforce Einstein respects and is aware of your security settings. It can determine the level of access that a user has and only return information they are allowed to see.
The Salesforce Einstein consists of three main features:
Prompt Builder: This tool allows you to create reusable templates that can be used across the entire organization using features such as Custom Buttons, and Flow.
Copilot Builder: Customize the chatbot that users interact with. Using a set tool, you can combine Apex, Flow and MuleSoft APIs as well as generative AI to create custom functionality.
Model Builder: As opposed to ChatGPT, allows you to select a Large Language Model for a particular use case. Salesforce believes this will be extremely important for the future, especially as AI models are developed and businesses start to develop their own LLMs.
Salesforce Einstein Use Cases
Einstein is compatible with all Salesforce products, and it has many uses.
Sales Cloud Einstein
- Research Accounts
- Automatically summarize highlights.
- Surface Customer Sentiment
- Emails that are automatically generated to match your style and tone.
- Automate the creation of clauses in contracts and embed them automatically.
Service Cloud Einstein
- Automated responses to customers based on company knowledge.
- Quickly generate answers to customer questions
- Summarize automatically support cases and work orders in the field.
Marketing Cloud Einstein
- Automate the creation of email copy for marketing campaigns.
- Create landing pages for websites based on your browsing and purchasing preferences.
- Create contact forms that automatically populate the customer’s profile in Salesforce.
- Automated surveys to follow online actions and increase engagement.
Commerce Cloud Einstein
- Provide step-by-step guidance to create a high-converting digital storefront.
- Automate complex tasks such as managing multiple product catalog data.
- Create product descriptions in multiple languages.
- Personalized product promotions.
- Metadata generation for SEO that leads to conversions.
Einstein for Developers
- Natural language prompts can be converted into Apex code.
- suggests a more accurate and effective code.
- Code vulnerabilities can be found by scanning for them.
Let’s find how John Lewis Partnership benefitted from Salesforce Einstein
As a trusted Salesforce partner, Bradsol offers Salesforce implementation services, leveraging the latest advancements in Salesforce technology. Bradsol integrates Salesforce’s Einstein, featuring conversational AI Low-Code tools, enabling clients to optimize business processes with cutting-edge solutions.
Bradsol stands out as the optimal Salesforce developer for crafting customized CRM solutions tailored to your organization’s needs. Ready to elevate your CRM experience? Contact us today to get started!
