Prepare for the future of CRM with the first exclusive guide to optimizing Salesforce automations with Einstein Copilots
Key Features
Gain essential insights to seamlessly transition from traditional model to AI-driven models and optimize CRM workflows
Configure and integrate AI tools with various Salesforce components to achieve enhanced functionality
Learn from seasoned Salesforce experts to drive business growth and improve customer experiences
Purchase of the print or Kindle book includes a free PDF eBook
Book 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 harness 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 learn
Use Prompt Builder, Model Builder, and Copilot Actions to drive enhanced productivity for sales and service teams
Create and manage effective user prompts to streamline interactions
Implement and customize Copilot Actions to automate complex workflows and improve efficiency
Develop, train, and deploy custom AI models with Model Builder to address specific business needs
Centralize and harmonize customer data using Data Cloud to gain unified insights
Tailor Copilot's features to meet unique business requirements, ensuring maximum relevance and effectiveness
Who 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 Contents
Introduction to Salesforce Einstein Copilot
Setting Up Einstein Studio
Utilizing Prompt Builder
Working with Copilot Builder
How Data Cloud Works with Einstein Studio
Exploring Functionalities of Model Builder
Leveraging Copilot Actions with Flows and More
Synergy between Einstein Copilot and Sales Cloud
Integrating Einstein Copilot and Service Cloud
Integrating Einstein Copilot and Marketing Cloud
Working with Einstein Copilot and Commerce Cloud
What's Next With Einstein Copilot
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