Salesforce AI Overview

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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