Economic success with Generative AI in Salesforce

Discover new products and tools to integrate generative AI into existing Salesforce clouds or to extend them.

Artificial intelligence can do so much and generative AI can do even more: Salesforce is constantly releasing new products and tools to integrate generative AI into existing Salesforce clouds or extend them. This means that all company departments can benefit from this automate their work processes and let artificial intelligence take over. With the AI Cloud and all its functions, Salesforce enables its users to take a giant step towards success. In this article, we present the possibilities of the various generative AI tools and how you can use them for your business.

At comselect GmbH - a company of Assist Digital, we specialise in finding the right solution for your business and help you implement it.

What is the AI Cloud?

Designed specifically for CRM, the AI Cloud improves customer experience and business productivity by bringing together AI, data, analytics, and automation to deliver trusted, open, real-time generative AI that's right for business.

The AI Cloud includes the new ‘Einstein Trust Layer’ feature, which sets a new industry standard for trusted AI in the enterprise, delivering the benefits of generative AI while ensuring data privacy and security. This addresses common concerns about the data security of generative AI and allows organisations to reap the benefits of generative AI while complying with all regulations.

The AI Cloud works based on Salesforce's own AI: Einstein. With generative AI, Einstein can help make companies and their employees more productive and efficient, whether in sales, service, marketing, or commerce. Other existing Salesforce technologies such as the Data Cloud, Tableau, Flow, and MuleSoft support the flawless functionality of the AI Cloud.

What features does the AI Cloud have?

  • Sales GPT
  • Service GPT
  • Marketing GPT
  • Commerce GPT
  • Slack GPT
  • Tableau GPT
  • Flow GPT
  • Apex GPT

The AI Cloud can be purchased as a starter pack including the required building blocks such as Data Cloud, MuleSoft Automation, Einstein, Tableau Analytics, Slack, CRM and an analysis of the company's AI readiness.

Salesforce sees these new tools as a significant development, as generative AI can increase productivity and efficiency within companies enormously. The potential is clear: 60% of marketers say generative AI will transform their role and 71% say it will allow them to focus more on strategic work. Only in terms of accuracy and quality do most marketers still have concerns and are also convinced that trustworthy customer data is needed for generative AI to work.

What is Marketing GPT and what can it do?

Marketing GPT empowers marketers to deliver personalised, relevant and engaging experiences across all touchpoints with generative AI, backed by reliable data from the Salesforce Data Cloud. Marketing GPT and Data Cloud have the following features and capabilities:

  • Segment Creation: automated segment creation gives marketers the ability to quickly create audience segments and improve targeting with natural-sounding prompts and AI-driven recommendations based on reliable data from the Data Cloud.
  • Email Content Creation: email content creation reduces writing effort as it can automatically generate personalised emails for improved testing and increased engagement.
  • Segment Intelligence for Data Cloud: this can improve marketing ROI as the intelligence automatically links first-party data, revenue data and third-party paid media data to provide a more comprehensive view of audience engagement.
  • Rapid Identity Resolution, Segmentation and Engagement: this feature enables the right messages to be delivered at the right time and customer identities to be quickly mapped. Segments in the Data Cloud are automatically updated to ensure data accuracy is always up to date.
  • Typeface: the generative AI content platform Typeface can create contextual visual assets for multi-channel campaigns within Marketing GPT, taking into account a brand's specific characteristics, style guides and messaging style.

What is Commerce GPT and what can it do?

Commerce GPT will enable companies to deliver personalised commerce experiences at every step of the customer journey with automatically generated insights and recommendations based on linked real-time data from the Data Cloud. Commerce GPT and Data Cloud offer the following functions and capabilities:

  • Goals-Based Commerce: this can be used to automate growth and conversion strategies and maximise retailer productivity. The state-of-the-art tool enables companies to set goals and then provides actionable insights and proactive recommendations on how to achieve them. Powered by the Data Cloud, Einstein AI and Flow, Goals-Based Commerce provides recommendations to achieve desired outcomes, from improving margins to increasing average order value.
  • Dynamic Product Descriptions: retailer productivity can be increased by creating dynamic product descriptions that automatically fill in missing catalog data. In addition, the customer experience can be revolutionised through the use of automatically generated product descriptions that are individually tailored to each shopper.
  • Commerce Concierge: Redefining shopping and loyalty with the Commerce Concierge. It helps enable personalised, engaging conversations and helps shoppers effortlessly discover products through authentic interactions across multiple channels - from digital storefronts to messaging apps.

To make Marketing GPT and Commerce GPT easy, low cost and low complexity for organisations to implement, Salesforce is working closely with partners who are building an ecosystem of generative AI with new accelerators, rich language and data models, and integrations.

What is Einstein GPT and what can it do?

Einstein GPT is an innovative and advanced artificial intelligence technology developed by Salesforce. With Einstein GPT, Salesforce has created a powerful tool that helps companies improve their customer service, automate processes and create human-like interactions.

The application is based on GPT-3 technology, a powerful artificial intelligence engine that provides natural language processing capabilities. GPT-3 stands for ‘Generative Pretrained Transformer 3’ and is the third generation of OpenAI's GPT models. The model has 175 billion parameters, making it currently the largest artificial neural network developed for natural language processing.

Einstein GPT is a proprietary AI model developed by Salesforce specifically for natural language processing (NLP), such as language translation, chatbots, and text analytics. It was trained on a large corpus of text data, including social media posts, emails, and customer service interactions. Salesforce has also integrated Einstein GPT into its Customer 360 platform. 

This is a range of tools and services designed to help companies better understand their customers and offer personalised customer experiences. With Einstein GPT, companies can analyse customer interactions in real-time and gain insights to improve customer loyalty and satisfaction.

Einstein GPT answers customer queries in real time and can learn continuously at the same time. The system is able to understand natural language, analyse context and provide the best answers to complex questions. By integrating Einstein GPT into the customer service platform, companies can create a seamless and personalised experience for their customers.

The goal of GPT-3, and therefore Einstein GPT, is to simulate human-like conversations and answer complex questions. The model uses deep learning technologies and advanced algorithms to generate contextualised answers. It is able to understand texts, recognise connections and provide answers that appear human-like.

For example, Einstein GPT can create personalised emails for sales reps to send to customers, and generate specific responses for customer service reps to answer customer questions faster. It can also create targeted content for marketers to increase campaign response rates and automatically generate code for developers.

However, Einstein GPT is more than just a chatbot or automation solution. The system can also be used to analyse customer feedback and identify trends and patterns. 

By processing millions of customer enquiries and responses, the system can gain valuable insights into customers' needs and wishes. These insights can be used to improve products and services and optimise customer service overall.

What is Slack GPT and what can it do?

Salesforce, the global leader in CRM solutions, announced the launch of Slack GPT at World Tour NYC. This is a new AI-powered conversation tool that integrates seamlessly with Slack and will revolutionise the way work gets done. With Slack GPT, users can utilise generative AI app integrations, implement different language models and access secure customer data from Customer 360 and Data Cloud. Slack GPT will also work with Einstein GPT to harness the power of CRM and conversational data to increase the productivity of any organisation.

Slack GPT will provide intelligence in automations, shared knowledge and conversations in Slack. Most importantly, AI can be customised to an organisation's unique needs - whether that's by integrating a language model of choice, creating custom AI-powered workflows without code, or seamlessly integrating AI into the Slack experience.

Native functions are specially developed AI functions that are seamlessly integrated into the Slack user interface to make the use of contextual AI support more convenient and easier. In the future, customers could:

  • Create Summaries of conversations and meetings: get a one-click update on unread Slack messages or ask Slack GPT to join a meeting and then provide a summary and next steps.
  • Communicate more effectively: With contextual AI support built right into the Slack message editor and the newly launched Slack Canvas, customers can easily capture content, adjust tone and more.

Integrations in Slack's App Directory offer customers a quick and secure way to extend the functionality of third-party or proprietary LLMs they already use in Slack. With Slack GPT, customers can:

  • Create workflows without code, automating work in Slack, LLMs and their software ecosystem. In Workflow Builder, customers can instantly connect a generative AI app to a workflow.
  • Integrate generative AI apps from leading platforms like OpenAI's ChatGPT and Anthropic's Claude, built on Slack's trusted platform. These applications are not used to train their rich language models.
  • Create custom integrations. With an active Slack developer community, customers can create their own custom integrations that build on the intelligence of leading LLMs.

What is Sales GPT and what can it do?

Sales GPT is a generative AI tool developed by Salesforce as part of its Sales Cloud offering. It is designed to change the way sales teams work and interact with customers. Sales GPT uses generative AI capabilities to automate various tasks and generate personalised content for sales reps. It is part of Salesforce's broader efforts to use AI and data-driven insights to improve the customer experience and increase organisational productivity. In addition to generative AI tools for marketing, service and many other Salesforce clouds, there is also the GPT for the sales department, which helps to automate processes and make work easier for sales teams:

  • Sales emails: Personalised and data-driven emails can be generated in seconds for every sales call, completely automatically.
  • Call summaries: During sales calls, summaries and action points are continuously generated so that sales staff no longer have to take notes and spend time planning the next steps after the call. As a result, business is driven forward quickly.
  • Sales Assistant: At every step of the sales cycle, work can be delegated, from customer research and meeting preparation to updating your CRM.
  • Einstein GPT Trust Layer: Everyone knows that a company's customer data is sensitive and should not come into contact with an untrustworthy AI model. With the Einstein GPT Trust Layer, the company's customer data is protected and employees can keep the data under lock and key while using any AI model.

Einstein Conversation Insights 

  • Customer Signals: This tool provides key insights into sales conversations to drive deals quickly
  • Call Transcription and Next-Step Guidance: Calls are automatically captured and transcribed, improving agent handling.
  • Self-Serve Seller Onboarding: Shorten ramp-up time by sharing successful sales conversations with new employees.

Buyer Assistant and Einstein relationship insights

  • Buyer Assistant: Leads are qualified faster
  • Relationship Mapping: Strong relationships can be built through friendly intros and clear communication with decision-makers, improving sales
  • Data collection and matching: Important information from relevant sources on the Internet can be fed directly into the CRM system and existing data records automatically be updated with the new information

Sales Cloud Einstein

  • AI-Driven Deal Insights: AI-powered insights give you the information you need to focus on the right deal at the right time.
  • Activity Data Syncing and Contact Creation: The CRM is kept up to date by automatically capturing and synchronizing sales data.
  • Predictive Forecasting: Reliable forecasts with data-based AI predictions and explanations.

The Salesforce world can be confusing, with so many new terms, features and AI-driven tools, you first need to be able to keep track of everything and then understand how it all works and can be used. At comselect GmbH - a company of Assist Digital, we keep track of all things Salesforce and help you make informed decisions about what is right for you and your business.