Salesforce Einstein Basics

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Smart Assistants

A form of AI that can perform and automate tasks for any individual or group i.e. Siri, Alexa, Google's Assistant

Service Cloud Einstein

Accelerate case resolution by automatically predicting and populating fields on incoming cases Increase call deflection by resolving routine requests Reduce handle time by collecting and qualifying info for seamless handoff Solve issues faster by giving agents intelligent, in-context suggestions

Einstein Bots

Allow you to build smart assistants into your "customers" favorite channels like chat, messaging or voice

Einstein Next Bot Action (NBA)

Allows you to use rules-based and predictive models to provide anyone in your business with intelligent, contextual recommendations and offers

Determine How to Apply Prediction Builder to Your Business

Ask which objects and fields you want to predict

AutoML

Auto Machine Learning - data cleansing, feature engineering, and automated model selection are automated

Sales Cloud Einstein

Boost win rates by prioritizing leads/opportunities Discover pipeline trends and take actions Maximize time spent selling by automating data capture

Einstein Allows User to...

Discover Predict Recommend Automate

Einstein Sentiment and Intent

Harness and make sense out of unstructured data from text to help better understand customers

Einstein Platform

Includes powerful tools that allow admins and developers to build a customized smart assistant for their business

Commerce Cloud Einstein

Increase revenue by showing shoppers best product for them Create highly visual dashboards to get a snapshot of buying patterns Personalize the explicit search (search via search box), implicit search (browsing in storefront catalog) and category pages for every shopper

Out-of-the-Box Applications

Infuses AI into all SF apps so that every business user in every role, function, and industry can be assisted right inside of the SF product

Marketing Cloud Einstein

Know audience more deeply by uncovering insights and making predictions Engage more effectively by suggesting when and on which channels to reach out Create personalized 1:1 messages and content Streamlining marketing operations

AI

Makes life easier with personalized recommendations, intelligent search results, and automation of tasks Convergence of data, computing power, and algorithms Embedded in the applications that we already use in our consumer lives

Einstein Prediction Builder

Simple point-click wizard that allows you to make custom predictions on your non-encrypted SF data

Einstein

Smart CRM Assistant

What Makes a Smart Assistant?

Voice input Natural language understanding (subset of natural language processing) Voice output (natural language generation) Intelligent interpretation (anticipating needs) Agency (action on things you didn't necessarily request)


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