Lecture: Launch of Einstein Co-pilot

Introduction

• Speaker: Clara Shai, CEO of Salesforce AI
• Topic: Launch of Einstein Co-pilot, a new conversational AI assistant for CRM
• Purpose: Enhance employee productivity and improve customer interactions

Background

• Generative AI integrated into Salesforce applications last year:
  • Summarizing sales accounts and opportunities
  • Generating service replies
  • Creating product descriptions
  • Marketing segments
• Objective: A new way to connect with customers
• Current Status: Einstein Co-pilot in public beta

Features of Einstein Co-pilot

• Conversational AI assistant integrated into all Salesforce applications
• Increases user productivity
• Unique Aspects:
  1. Universal Co-pilot: Works across all Salesforce apps and data, CRM-focused
  2. Conversational: Interacts like a co-worker
  3. Data Grounded: Leverages existing customer data and workflows

Technical Foundation

• Built on the Einstein 1 platform
  • Unified by metadata
  • Connects and unlocks enterprise data
  • Can be activated across various business functions (sales, service, marketing, commerce, development)
• Trust and Security: Core value for Salesforce
  • Data privacy: Data isn’t the product
  • Einstein Trust Layer: Prevents data leakage, ensures data control

Productivity Enhancements

• Facilitates faster work completion
• Single co-pilot experience across multiple domains:
  • Sales
  • Service
  • Marketing
  • Commerce
• Out-of-the-box actions: Update, query, and summarize with simple prompts

Customization: Prompt Builder

• Availability: Generally available today
• Functionality:
  • Low code tool for creating, testing, deploying AI prompts
  • Grounds prompts in customer data
  • References any data in Salesforce (including custom objects and fields)
  • Includes data from Data Cloud
• Use Cases:
  • Service reply prompts
  • Sales prospecting lists
• Integration: Leverages trusted data for accurate responses
• Client Successes:
  • Turtle Bay Resort: Streamlined service replies, efficient service department
  • Baka Systems: Time-saving generative AI experiences, secure data handling

Getting Started

• Turnkey prompts available (e.g., service replies, sales prospecting emails)
• Prompt Builder for customization
• Einstein Co-pilot for conversational experience

Action Item

• Link provided to get started with the tools.