Essential Salesforce AI Features to Know

05.21.24 By

Salesforce, a global leader in CRM, offers a suite of AI features that empower businesses to enhance customer experiences, streamline processes, and drive growth. Let’s explore some of these features:

  1. Einstein GPT (Generative AI for CRM):

    • What It Does: Einstein GPT creates personalized content across every Salesforce cloud (sales, service, marketing, commerce, and IT interactions) using generative AI.
    • Key Benefits:
      • Enhanced customer experiences: Personalized emails, quick customer service responses, targeted marketing content, and auto-generated code.
      • Productivity boost: Automates content creation, freeing up time for employees.
      • Future-proofing CRM: Integrates AI for intelligent, automated, and personalized engagement.
    • Integration with OpenAI: Connects to OpenAI’s advanced AI models for out-of-the-box generative AI capabilities.1
      Integration with OpenAI

  2. Einstein Prediction Builder:

    • What It Does: Allows businesses to forecast outcomes for any field in Salesforce, enabling data-driven decisions.
    • Benefits: Anticipate trends, optimize processes, and enhance decision-making.

  3. Custom AI Models:

    • What It Does: Users can build AI models tailored to their business needs without coding.
    • Benefits: Democratizes AI, making it accessible to a broader range of users.

  4. Einstein CRM Analytics:

    • What It Does: Provides powerful analytics and insights across all Salesforce clouds.
    • Benefits: Real-time access to customer data for informed decision-making.

  5. AI Cloud (Einstein):

    • What It Does: Offers end-to-end AI solutions for businesses.
    • Benefits: Seamlessly integrates AI across Salesforce products, including Tableau, MuleSoft, and Slack2 3

In summary, Salesforce’s AI features empower organizations to connect intelligently with customers, optimize processes, and stay ahead in the ever-evolving business landscape.

Want to learn how you can incorporate Salesforce AI functionality into your business processes? Connect with us.

References

1 www.salesforce.com/news/press-releases/2023/03/07/einstein-generative-ai/

2 bing.com/search?q=AI+features+in+Salesforce

3 help.salesforce.com/s/articleView?id=sf.generative_ai_solutions.htm&language=en_US&type=5

4 www.salesforce.com/products/artificial-intelligence/

Screenshots courtesy of Salesforce*

By

SVP, Experience – Bridgenext Salesforce Team (Formerly Wave6)

Molly Redenbaugh is a customer experience (CX) strategist with over 25 years of experience in all aspects of marketing and experience design. She is a certified ACX Mentor and CPP Coach, bringing a proven track record of creating user-centric experiences that drive business growth.

Before joining Wave6, Molly spent two decades in manufacturing, most recently leading the global CX team for Danfoss’ Power Solutions segment. She is also a Salesforce veteran with a decade of experience leading digital initiatives on the platform. Molly is a sought-after speaker and has presented at several Dreamforce user conferences. She is passionate about sharing insights and strategies to help businesses elevate their customer experience and increase brand loyalty.

LinkedIn: Molly Redenbaugh
Email: Molly.Redenbaugh@bridgenext.com


Topics: AI and ML, CRM, Customer Experience (CX), Gen AI, Salesforce, Salesforce Analytics Cloud, Salesforce Einstein, Salesforce Experience Cloud, Salesforce Manufacturing Cloud, Salesforce Marketing Cloud, Salesforce Sales Cloud, Salesforce Service Cloud

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About Bridgenext

Bridgenext is a global digital consultancy that helps clients innovate with intention and realize their digital aspirations by creating digital products, experiences, and solutions around what real people need. Our global consulting and delivery teams across the U.S., Canada and India facilitate highly strategic digital initiatives through digital product engineering, automation, data engineering, and infrastructure modernization services, while elevating brands through digital experience, creative content, and customer data analytics services. Connect with us at bridgenext.com.

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