Salesforce Einstein could be the perfect match for businesses looking to use smart recommendations to best equip their employees. To ensure that these intelligent tools are being powered with the most comprehensive data, consider adding intelligent market monitors to the Salesforce experience.
What's inside this article:
- Artificial Intelligence in Salesforce Einstein
- Common Examples of AI in CRM
- Main Features of Salesforce Einstein
- AI Solutions for Every Business Challenge
- What Can You Do With Salesforce Einstein?
- How to Get Started With Salesforce Einstein
- Is Salesforce Einstein Any Good?
- Make Sure Salesforce Einstein Is Complete
Salesforce Einstein Incorporates Intelligent Tools
Einstein is the AI-powered Salesforce product for businesses wanting to incorporate intelligent tools into their workflows. It presents intuitive features that offer predictive scoring, forecasting, and recommendations at just the right moment. As a Salesforce solution, Einstein has the backing of a tech king and is ranked highly among other AI tools. Users of Sales Cloud, Marketing Cloud, and other Salesforce products can seamlessly integrate this intelligent technology into their CRM experience.
The Popular CRM Lives up to Hype
As a CRM, Salesforce has built a reputation for its array of products and services—there are even whole blogs dedicated to the company and its users. Dreamforce is the annual four-day event where the Salesforce community shares and celebrates success stories. What does this clue us in on? It's easy to get excited about technology that transforms how we do business.
Salesforce Einstein Terms to Know
Before fully diving into this Salesforce Einstein exploration, we should take a moment to define some keywords. These six terms are found in the Einstein Analytics Glossary along with other relevant definitions. With a better understanding of the terminology, it becomes easier to work with the intelligent features from Salesforce and other intelligent automation software tools.
- App – Like folders, apps contain dashboards, lenses, and datasets to organize data projects and share data analyses with others.
- Dashboard – A curated collection of charts, metrics, and tables derived from data in one or more lenses.
- Lens – A view into a data set to explore or reveal insights into business questions that can be saved, shared, or added to a dashboard.
- Dataflow – A set of instructions specifying what data to extract from objects or datasets from Salesforce, in addition to instructions on transforming datasets and which datasets to make available for querying.
- Visualization – Either a chart or graph with an underlying query.
- Query – Retrieving data from at least one data source (either datasets, Salesforce objects, user-defined data, or external data) and can be displayed in different formats or used as input to another query.
Data Is Important
As we learn more about AI, it becomes clear that data is the driving factor in making it all work. From machine learning to computer vision, all of this technology is dependent on reliable data. That's what makes Salesforce such an attractive choice for implementing AI into our workflows—the data we want to use is already there. And for where there are gaps, Salesforce allows for seamless integrations of other digital tools that process the billions of external data points that aren't otherwise found on the platform.
External Data Is Valuable
Before jumping into the technology that makes Salesforce Einstein possible, let's acknowledge the value of external data. As mentioned, data is a critical component of AI technology and external data is usually the missing component. Information like industry trends, M&A rumors, or court records is the kind of alternate data research that may be missing from your Salesforce analyses.
Artificial Intelligence in Salesforce Einstein
Einstein brings the Salesforce line, "AI for everyone" to life—its intelligent tools use advanced technology like machine learning, natural language processing, and computer vision. Salesforce users still get an experience that is easy to understand and quick to implement. The best AI products are those that masterfully use the technology but are still user-friendly. Simple dynamic tools that maximize CRM investment may ultimately be the best use for AI.
Where Is AI Being Used Now?
In each of the AI technologies below, we include everyday examples of instances when we encounter it. By familiarizing ourselves with these common applications, we realize that connotations of AI as a futuristic ideal are misplaced ideas. AI is here and already a regular part of daily life. That doesn't mean there aren't new advancements—in fact, there are new fields of software, like sales process mining, that continue to push how we think of business.
Salesforce Einstein Is Backed By Research
Back to the idea of AI being nothing new, it should be acknowledged that it has been a field of study for decades. It continues to be explored in academics and Salesforce has become a leader in its corporate research. After all of this work, it's now possible to process billions of data signals to present the most accurate insights to businesses interested in improving workflows through AI.
Machine Learning Requires Minimal Programming
With AI as the topic of conversation, machine learning is usually included in the discussion. Salesforce describes it as, "the concept of having computers learn from data with minimal programming." A familiar example is all of the times we shop online and are recommended new products based on our shopping habits. For a more in-depth exploration of this AI technology in CRM, read our article on How Salesforce Einstein Uses Machine Learning.
Natural Language Processing for You and Your Clients
After machine learning, natural language processing is another familiar AI technology. This is where language, common usage, and grammar rules are recognized to find patterns within large data sets. Every time we use an online translator, we use natural language processing. Salesforce applies this power to the features we use to better understand our clients as well as within its platform so that searching through Salesforce is made easy.