Hands-On Salesforce Einstein Studio and GPT Intelligence: Transform your CRM with AI for enhanced productivity with value-driven implementation

by: Joseph Kubon (Author),Luke Pond(Author),Andy Forbes(Author),Melissa Shepard(Author),Philip Safir(Author)&1more

Publisher: Packt Publishing

Publication Date: 2024/9/27

Language: English

Print Length: 340 pages

ISBN-10: 1836203772

ISBN-13: 9781836203773

Book Description

Prepare for the future of CRM with the first exclusive guide to optimizing Salesforce automations with Einstein CopilotsKey FeaturesGain essential insights to seamlessly transition from traditional model to AI-driven models and optimize CRM workflowsConfigure and integrate AI tools with various Salesforce components to achieve enhanced functionalityLea from seasoned Salesforce experts to drive business growth and improve customer experiencesPurchase of the print or Kindle book includes a free PDF eBookBook DescriptionSalesforce continues to expand the capabilities of Einstein Copilot, ensuring its ability to meet evolving critical business needs. This definitive guide to implementing Salesforce Einstein Copilot is written by a team of highly experienced Salesforce professionals with decades of experience in AI, data engineering, and Salesforce solutions. The book showcases practical use cases and offers strategic insights into AI integration within CRM systems, providing you with a comprehensive understanding of how to leverage this powerful tool. You’ll develop a thorough understanding of various use cases and practical applications of Einstein Copilot across different Salesforce clouds, including Sales, Service, Marketing, and Commerce. Equipped with strategic insights from seasoned Salesforce experts, you’ll be prepared to navigate the future of AI-driven CRM, enhancing your ability to drive productivity and innovation within your organization. Ultimately, you’ll become well versed in the transformative potential of AI, ready to haess its power to achieve superior business outcomes. By the end of this book, you’ll be able to effectively implement Salesforce Einstein Copilot within your CRM systems, leveraging AI to optimize information and streamline business processes.What you will leaUse Prompt Builder, Model Builder, and Copilot Actions to drive enhanced productivity for sales and service teamsCreate and manage effective user prompts to streamline interactionsImplement and customize Copilot Actions to automate complex workflows and improve efficiencyDevelop, train, and deploy custom AI models with Model Builder to address specific business needsCentralize and harmonize customer data using Data Cloud to gain unified insightsTailor Copilot’s features to meet unique business requirements, ensuring maximum relevance and effectivenessWho this book is forThis book is for Salesforce professionals, including administrators, developers, and consultants, who want to leverage their Salesforce skills using AI to optimize business processes, enhance customer experiences, and drive growth.Table of ContentsIntroduction to Salesforce Einstein CopilotSetting Up Einstein StudioUtilizing Prompt BuilderWorking with Copilot BuilderHow Data Cloud Works with Einstein StudioExploring Functionalities of Model BuilderLeveraging Copilot Actions with Flows and MoreSynergy between Einstein Copilot and Sales CloudIntegrating Einstein Copilot and Service CloudIntegrating Einstein Copilot and Marketing CloudWorking with Einstein Copilot and Commerce CloudWhat’s Next With Einstein Copilot

About the Author

Prepare for the future of CRM with the first exclusive guide to optimizing Salesforce automations with Einstein CopilotsKey FeaturesGain essential insights to seamlessly transition from traditional model to AI-driven models and optimize CRM workflowsConfigure and integrate AI tools with various Salesforce components to achieve enhanced functionalityLea from seasoned Salesforce experts to drive business growth and improve customer experiencesPurchase of the print or Kindle book includes a free PDF eBookBook DescriptionSalesforce continues to expand the capabilities of Einstein Copilot, ensuring its ability to meet evolving critical business needs. This definitive guide to implementing Salesforce Einstein Copilot is written by a team of highly experienced Salesforce professionals with decades of experience in AI, data engineering, and Salesforce solutions. The book showcases practical use cases and offers strategic insights into AI integration within CRM systems, providing you with a comprehensive understanding of how to leverage this powerful tool. You’ll develop a thorough understanding of various use cases and practical applications of Einstein Copilot across different Salesforce clouds, including Sales, Service, Marketing, and Commerce. Equipped with strategic insights from seasoned Salesforce experts, you’ll be prepared to navigate the future of AI-driven CRM, enhancing your ability to drive productivity and innovation within your organization. Ultimately, you’ll become well versed in the transformative potential of AI, ready to haess its power to achieve superior business outcomes. By the end of this book, you’ll be able to effectively implement Salesforce Einstein Copilot within your CRM systems, leveraging AI to optimize information and streamline business processes.What you will leaUse Prompt Builder, Model Builder, and Copilot Actions to drive enhanced productivity for sales and service teamsCreate and manage effective user prompts to streamline interactionsImplement and customize Copilot Actions to automate complex workflows and improve efficiencyDevelop, train, and deploy custom AI models with Model Builder to address specific business needsCentralize and harmonize customer data using Data Cloud to gain unified insightsTailor Copilot’s features to meet unique business requirements, ensuring maximum relevance and effectivenessWho this book is forThis book is for Salesforce professionals, including administrators, developers, and consultants, who want to leverage their Salesforce skills using AI to optimize business processes, enhance customer experiences, and drive growth.Table of ContentsIntroduction to Salesforce Einstein CopilotSetting Up Einstein StudioUtilizing Prompt BuilderWorking with Copilot BuilderHow Data Cloud Works with Einstein StudioExploring Functionalities of Model BuilderLeveraging Copilot Actions with Flows and MoreSynergy between Einstein Copilot and Sales CloudIntegrating Einstein Copilot and Service CloudIntegrating Einstein Copilot and Marketing CloudWorking with Einstein Copilot and Commerce CloudWhat’s Next With Einstein Copilot