Salesforce Einstein
How Does This Actually Work?
Maybe none of your users will ask you for technical details. But if they do, you’ll be ready. Just remember the CLC of data: Capture, Learn, and Connect.
Capture Data
- AI projects have to have a data source with a lot of data-so much data we call it a data lake.
- Salesforce is a veritable land o ‘lakes: we’ve got lots of data.
- Salesforce Einstein uses this data to build models that provide customers with predictions, recommendations, and automated processes.
Learn from Data
- Consumer companies like Facebook or Amazon have one app that all their customers use, so they only need one data schema. Salesforce Einstein, on the other hand, generates hundreds of thousands of models by applying machine learning at the individual customer data level.
- Your salesforce org is unique. You’ve probably created custom objects, fields, and workflows specific to your company’s business. Salesforce Einstein is smart enough to handle your org’s customizations- and the customizations of every other Salesforce org, because we are metadata driven.
- Your users bring their expertise to frame business questions, and Salesforce Einstein builds the best machine learning model to find answers. It’s smart like that.
Connect with Customers
- With the help of machine learning, including deep learning and natural language processing, your users can deliver better experiences to your company’s customers.
- Salesforce Einstein is built from these previously mentioned technologies. It’s embedded in Salesforce features, and it runs in the background, accessing new data inputs, building insights and predictions, and displaying the most important discoveries to your users.
- None of this learning is an add-on that requires developer work. It’s a core part of the Salesforce product.
Do I Have to Be a Genius to Use This? I’m Pretty Sure Einstein Was a Genius.
True, Einstein was smart, but don’t underestimate how smart you are, too. Besides, Salesforce Einstein is easy to use. We designed it around four principles that help you get the most out of your company’s data.
- Discover: Insights that bring new clarity about your company’s customers
- Predict: Outcomes so your users can make decisions with confidence
- Recommend: The best actions to make the most out of every engagement
- Automate: Streamlined tasks that let your users focus on customer success
Ultimately, the Salesforce Einstein user experience makes users better at their jobs by:
- Guiding them through each insight so they know why it it sharing insights.
- Constantly learning, evolving, and building rapport to provide the best recommendations by understanding user preferences.
- Knowing when to share the best and most-timely insights based on your users’ personal context.
- Augmenting their ability to see, think, and act in areas that they or would not have had context on.
As they interact with Salesforce Einstein, your users teach it to be even smarter. At the same time, they become more engaged and can make better decisions.
