Do you know about the Einstein Copilot in Salesforce?
Einstein Copilot in Salesforce is part of the broader Einstein 1 Platform, which combines the user interface, several AI models, and data into a unified metadata-driven platform.
Einstein 1 Platform, a trusted AI platform for customer enterprises, enables businesses to securely link any data to build AI-powered apps with minimum code and provide new CRM experiences.
Who is Einstein Copilot?
- Personal AI Assistant in Salesforce supports Mobile too.
- Uses LLM(Large Language Model) to communicate with humans.
- Accepts Questions in Natural Language.
- Provide Trustworthy reply from Salesforce Data Cloud
- Integrated with Einstein Trust Layer(Secure AI Architecture natively built in Salesforce)
- Data Grounding
- Zero Data retention
- Data protection
- AI monitoring
Prerequisites for Using Einstein Copilot(Beta)?
What will Einstein Copilot do?
- Summarize records
- Draft or revise Sales Emails
- Identify Object by Name
- Query records/ Query record with Aggregate Data
- Provide information from the Knowledge Base
- Custom Actions(Configured by Business)
- Apex
- Flow
- Prompt Template
Einstein Copilot which is Benefits for?
Einstein Copilot, which is integrated into all Salesforce CRM apps, will significantly raise productivity, improve customer experiences, and increase margins.
- Sales professionals
- Service teams
- Financial service companies
- Marketing pros
- E-commerce retailers
- Developers
- Data Analyst
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