Dreamforce Demystified
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Your trusted AI Assistant is here.
Salesforce AI uses your organization’s unique data and metadata to deliver high quality responses to help improve productivity, build deeper customer relationships, and deliver higher margins.
Automate routine tasks
Free up your team to focus on high-value work.
Get instant answers
Access real-time insights and information using natural language prompts.
Make data-driven decisions
Leverage AI-powered analytics to optimize your strategy.
Transform the way your team works.
AI for Sales
Auto-generate personalized emails grounded in CRM and external data.
Quickly generate concise, actionable summaries from your sales calls.
Automate prospect and account research.
Generate customized action plans personalized to your customer and sales process.
AI for Service
Ask questions & make requests to get trusted and useful answers.
AI-generated summaries for any work, order, or interaction.
Improve customer satisfaction & agent time with AI-generated replies.
Einstein Next Best Action: Suggested offers and actions crafted from your trusted data.
AI for Energy & Utilities
AI-driven scheduling: Efficient routes, reduced costs, faster service.
Predictive maintenance: Prevent breakdowns, extend equipment life.
Intelligent work orders: Optimize assignments, balance workloads.
Speed up service delivery, streamline administrative tasks, focus on customer issues.
AI for Field Service
Self-schedule appointments & message technicians for customers.
Improved first-time fix rates through technician collaboration.
Visual remote assistance without in-person visits.
AI-generated end of visit job summaries for technicians & customers.
AI for Marketing
Generate email and subject line content in your brand voice.
Optimize email send time and audience segmentation.
Determine the right engagement frequency on a 1to1 basis.
Get smarter about lead scoring and attribution to specific campaign efforts.
AI for health
Streamline workflows for healthcare providers and care teams.
Use AI to trigger actions like referrals, appointments, and care plan revisions.
Easily capture and summarize patient details from various sources.
Improve communication: Generate interaction summaries for care coordinators and patients.
Unify Your Data with Data Cloud
Your AI strategy is only as good as your data strategy. Unlock enterprise data for unmatched customer experiences.
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Seamlessly Integrate AI.
Use AI to power your salesforce development. personalize your copilot experience for your business.
Prompt Builder
A low-code prompt management tool that helps users create custom, reusable AI prompts in the flow of work, broadening the use of generative AI beyond conversational interfaces.
Copilot Builder
A library of actions, or capabilities, that users can choose from to customize their AI assistant. For example, users can use it to configure their AI assistant to perform tasks like updating an account record or getting a shipping update.
Model Builder
A capability that allows users to ‘bring your own LLM’ — including those from Anthropic, Hugging Face, Google, and OpenAI — to power custom Einstein Copilot functionality.
Your AI Assistant Awaits.
Our seasoned Salesforce consultants will partner with you to create custom AI solutions that perfectly align with your business goals.
We’ll guide you through every step of the process:
- Discovery: Together, we’ll explore the possibilities of Salesforce AI and identify the best use cases for your specific needs.
- Prioritization: We’ll carefully evaluate potential use cases to determine which will deliver the most value and can be implemented efficiently.
- Planning: We’ll identify any necessary resources, data, or processes to ensure a smooth implementation.
- Implementation: Our team will configure Salesforce with tailored prompts and actions to support your selected use cases.
- Testing: We’ll work closely with your team to test the solution and ensure it meets your expectations.
Contact Us About Salesforce AI
