Salesforce has a number of tools ready to use with Salesforce. This article from Salesforce Ben gives a comprehensive list, be sure to check it out if you’re interested in a more granular look at the AI offerings with Salesforce. For those with less time, here is a high level overview (as of Feb 2023) of the categories and impact areas of Salesforce AI technology:
- Record Scoring/Sorting – assigns a score or adjusts position/prominence of a record
- Opportunity
- Lead
- Lead Engagement
- Account Behavior
- Commerce Predictive Sort
- Recommendations – Delivers insights to users to allow them a more justified/educated approach to a decision
- Article
- Reply (to emails/messages)
- Connections
- Email & Web for Marketing
- Content
- eCommerce/Products
- Search
- Customer Website Visit
- Engagement Frequency
- Custom (can be built and manipulated by admins)
- Next Best Action
- Categorization – Assigns attributes to records/files for more actionable results
- Key Account Identification
- Cases
- Content
- Images
- Automated Record/Data Manipulation – Taking a step away from users
- Contacts (create/edit)
- Tasks (create/edit)
- Opportunity Connections
- Case Routing
- GPT
- Intelligent Document Reader – extracts data from documents (PDF, JPG, PNG) into Salesforce records
- Only available with these Clouds: Automotive, Consumer Goods, Education, Financial Services, Health, Manufacturing, Media, Net Zero, and Public Sector
- Data Analysis/Detection – Identifies trends and commonalities between records within sets of data
- Forecasting
- Discovery (finds data patterns in data)
- Sensitive Data/PII
- For the Admins – Time savers, generation of functional automation
- Formula Creation
- Flow Building

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