Salesforce Einstein Platform

A Salesforce Einstein Platform is an AI/ML platform service that supports Salesforce.com.

• Context:
  • It can support a Salesforce Einstein API for developers to build AI-driven applications within the Salesforce ecosystem.
  • It can provide predictive analytics and insights across Salesforce Sales Cloud, Salesforce Service Cloud, and Salesforce Marketing Cloud.
  • It can automate tasks such as lead scoring, case classification, and customer segmentation.
  • It can include Einstein GPT.
  • It can feature the Einstein Copilot, launched in 2024, which acts as an AI assistant across Salesforce applications, streamlining operations like campaign creation and product recommendations.
  • It can be powered by the Salesforce Data Cloud (formerly Genie).
  • It can leverage Vector Databases.
  • …
• Example(s):
  • 2016, launch, debuts as an AI layer embedded across Salesforce products, providing AI-driven insights and automation.
  • 2018, acquisition of MuleSoft, which allowed the Einstein platform to integrate data from various sources, enhancing its ability to provide comprehensive AI insights.
  • 2019, acquisition of Tableau, which further strengthened Einstein’s data visualization and analytics capabilities, making it a more powerful tool for business intelligence.
  • 2023 introduction of Einstein GPT, to create content and automate processes.
  • 2024 release of Einstein Copilot, an AI assistant designed to streamline tasks and enhance productivity (e.g. to automate routine processes and providing AI-driven recommendations).
  • …
• Counter-Example(s):
  • Salesforce Classic, which does not include the AI-driven capabilities provided by the Einstein platform.
  • CommandBar Platform.
  • IBM Watson Assistant.
  • Zendesk Answer Bot.
• See: Einstein Next-Best-Action, Salesforce Genie Lakehouse, AI-Powered User Assistance Platform, Salesforce API, Salesforce Lightning, Salesforce Data Cloud, Artificial Intelligence in CRM.

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References

2022

• (Deliu, 2022b) ⇒ Endri Deliu. (2022). “EFlow — Racing towards millions of ML flows.” In: Medium
• (Deliu, 2022a) ⇒ Endri Deliu. (2022). “Einstein Evaluation Store — Beyond Metrics for ML / AI Quality.” In: Medium

2022

• https://help.salesforce.com/s/articleView?id=sf.nba_implementation_checklist.htm&type=5
  • QUOTE: Einstein Next Best Action is a solution that uses flows, strategies, and the Recommendation object to recommend actions to users. You can display these recommendations on many different types of pages, including Lightning pages in your Salesforce org, Experience Cloud sites, or external sites. ...

    All of this is made possible by connecting real-time streaming data into Salesforce Einstein, Auradkar said, the artificial intelligence that powers an analytical engine capable of context awareness and insight delivery. Einstein generates more than 175 billion predictions every day, and now with Genie, it can provide predictions and personalization based on real-time data.

    By partnering with data warehouse provider Snowflake Inc., Salesforce has secured real-time open data-sharing directly within Snowflake’s cloud to enable access between both platforms without having to move or duplicate data. Customers can also “bring their own AI” by coupling Amazon Web Services Inc.’s Sagemaker instead of using Salesforce Einstein. For marketing, first-party advertising is also available with Amazon Ads and Meta Platforms Inc. with new privacy-safe integrations for advertising activation and insights. ...

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• https://www.eweek.com/big-data-and-analytics/ai-chatbots/
  • QUOTE: ... One of these integrations is Salesforce’s own Einstein, an AI chatbot solution which can seamlessly work with the entirety of Salesforce’s product offerings. This chatbot can then leverage the data and knowledge base to become a top-flight solution for sales, marketing, commerce, human resources, and so much more.

    The main drawback of the bot is that using it requires the Salesforce Service Cloud, meaning it’s not practical for organizations that use any other cloud service provider. ...

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