See What’s New with Einstein, Data, Sales, and Service

Learning Objectives

After completing this unit, you’ll be able to:

• Describe how to search for relevant information in unstructured data using Search Retrievers.
  
• Explain how to pass text into Flex Prompt templates.
  
• Describe how to share data between Data Cloud and Databricks with zero-ETL.
  
• Explain how to use generative AI to surface concise and relevant answers to customer questions.
  

Bring Your Own LLM Expansion

Einstein

Easily connect instances of OpenAI and Azure OpenAI large language models (LLMs) to Salesforce. Options will expand to include Google Gemini and AWS Bedrock models (Mistral, Titan, Llama 2, and so on).

Learn more about Bring Your Own LLM Expansion.

Text Inputs for Prompt Templates

Einstein

Pass text into Flex Prompt templates for things like prompt segments, chained prompts, or passing in end-user input. Any piece of text, even if it’s not stored in an object, can be input to the prompt template.

Einstein Prompt Builder: Search Retrievers

Einstein

Search for relevant information in unstructured data using Search Retrievers to ground prompts through retrieval augmented generation, flows, or any platform use case. Use Search Retrievers from Einstein Studio to connect the Data Cloud vector database.

Recommended Actions

Einstein

Empower teams to quickly complete any task with recommended actions in the flow of work. Einstein Copilot surfaces single-click standard actions specific to the page your user is on before they engage their AI assistant.

Digital Wallet

Data Cloud

Easily see usage of consumption-based products so you can optimize spend and detect trends over time to make better purchasing decisions.

Zero Copy Integration with Amazon Redshift

Data Cloud

Share data between Data Cloud and Amazon Redshift with zero copy integration. With data federation and data sharing, you can now exchange your data bi-directionally and access Amazon Redshift datasets in Salesforce to enrich your unified customer profiles and unlock new insights.

Zero Copy Integration with Databricks

Data Cloud

Share data between Data Cloud and Databricks with zero copy integration. With data federation and data sharing, you can now exchange your data bidirectionally and access Databricks datasets in Salesforce to enrich your unified customer profiles and unlock new insights.

Vector Database

Data Cloud

Ingest, unify, and index structured and unstructured data in Data Cloud vector database to power automation, analytics, search, and AI.

Einstein Copilot: Sales Actions Enhancements

Sales Cloud

Your conversational AI assistant helps you get more proactive as you plan your day, find lookalike deals, summarize email threads, schedule meetings, and quickly find product pricing.

Conversation Signals

Sales Cloud

Know exactly what customers are saying about your competitors and products. Get a bird’s-eye view of what’s happening across your team’s sales calls. Uncover trends that are stalling deals so you can know how to redefine your sales programs, competitive plays, and enablement.

Learn more about Conversation Signals.

Prospecting Center

Sales Cloud

Powered by Data Cloud, which unifies internal Salesforce and external data within a single source of truth, sellers can now identify and prioritize potential customers using insights from segmentation, customer fit, and buyer engagement scores.

Learn more about Prospecting Center.

Automated Contacts Enhancements

Sales Cloud

Eliminate manual data entry for sales teams. Automatically create new contacts from your sales activities like emails and calendar events. View your new automated contacts in Seller Home, where all your important customer data is kept, so that teams are informed of their real-time contributions to the business.

Learn more about Automated Contacts Enhancements.

Einstein Sales Coach

Sales Cloud

Augment manager and peer feedback with AI-generated scores for key elements of a rep’s pitch. Make sure your reps are ready to go before they meet with customers.

Learn more about Einstein Sales Coach.

Einstein Account Management: Lead Inspection

Sales Cloud

Grow your revenue by identifying new opportunities and key stakeholders in your unified Account Management Dashboard. Sales leaders and reps gain the insight they need into engagement, pipeline, and service cases so they can identify and prioritize at-risk and high-potential accounts. You can now monitor lead metrics to help you identify expansionary opportunities and nurture relationships with stakeholders.

Einstein Copilot: Field Service Actions

Service Cloud

Drive mobile worker productivity with a customizable, conversational, and generative AI assistant embedded in the Field Service Mobile App. Easily create customer actions with Prompt Builder. Or use out-of-the-box actions like post-work summarization to quickly access insights into service appointments, surface key customer data, and automate tasks while onsite.

My Service Journey

Service Cloud

Realize the full value of Service Cloud by viewing information about Service Cloud capabilities and best practices based on your business objectives.

Learn more about My Service Journey.

Generative Knowledge Answers in Bots

Service Cloud

Easily deploy generative AI in your bots. Use generative AI to surface concise and relevant answers to customers’ questions that are grounded in your trusted knowledge base. Build and deploy intelligent bots faster so you can accelerate time to value.

Learn more about Generative Knowledge Answers in Bots.

Field Service: Proactive Asset Service

Service Cloud

Improve asset uptime and availability and delight customers with proactive service. Monitor asset health and trigger alerts based on insights and predictions from asset signals through Data Cloud. Notify customers to take action to avoid critical issues.