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 Description
Salesforce 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 for
This 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
Joseph Kubon, Salesforce MVP is an experienced Technical Architect for global enterprise-level Salesforce implementations, with 40+ Salesforce certifications, and an inventor (holding several patents), he navigates the realms of TTH and manufacturing industries with a results-driven approach. Skilled in Business Processes and Architecture Values, he carries a toolkit replete with Salesforce configuration and customization expertise for groundbreaking development. Joseph's deep methodical skills shine as he navigates data and analytics, business intelligence, and design best practices. Guided by the wisdom that ‘just because it can be built doesn't mean it should be', Joseph embraces the multiplicity of solutions to tomorrow's challenges measuring success with his “Time to Value” principles driving his customers to realize Strategic ROI with innovative solutions.
Luke Pond is a Senior Technical Director with thirty years of experience in software development and consulting. In the realm of Salesforce Commerce and Marketing, he holds 14 certifications and enjoys playing the role of technical lead on complex cross-cloud projects, where he translates business and integration requirements into detailed development specifications. With a long-term background in designing both transactional and analytical databases and a strong interest in Data Science, he has a keen understanding of how to use the capabilities of Salesforce Data Cloud and Model Builder to generate business insights and value in a world of data surplus.
Andy Forbes has an extensive career in technology, spanning over four decades, and is now channeling his IT experience towards investigating the impact of artificial intelligence, especially Generative AI, on Salesforce project delivery. His expertise in CRM and project management is complemented by his ITIL and Salesforce certifications. Having spent a decade at a Global Systems Integrator and driven by his entrepreneurial mindset, Andy has successfully led numerous Salesforce projects for Fortune 500 clients. His commitment to innovation and excellence is evident in his approach to enhancing IT service delivery and usage with the help of AI.
Melissa Shepard, Salesforce CTA is a distinguished Salesforce Certified Technical Architect (CTA) and Advisory Consulting Partner with over 20 years of experience in Information Technology and Software Development, focusing on Salesforce CRM for the past 18 years. She has a rich background in System Architecture, System Analysis, and Application Development, working with companies ranging from startups to global corporations across various commercial industries and professional services. An advocate for the Salesforce community, Melissa is also a MuleSoft Ambassador, Well-Architected Ambassador, and a prominent figure in several mentorship and nonprofit initiatives. As the Founder of ScaleUp Archs and Architect Ohana Slack, she is committed to empowering and upskilling Salesforce architects, guiding them towards achieving their CTA certification.
Philip Safir is a visionary digital strategist and technology executive renowned for driving profitable growth and enterprise transformation through technology and operational excellence. He leads at the forefront of applied Generative AI in customer experience and business operations, including in his role as Vice President of Strategy and Operations with a renowned Salesforce consulting partner. Philip's career spans Fortune 500, start-up, and international companies across various industries, including a commitment to community non-profits.
