Book Image

Architecting AI Solutions on Salesforce

By : Lars Malmqvist
Book Image

Architecting AI Solutions on Salesforce

By: Lars Malmqvist

Overview of this book

Written for Salesforce architects who want quickly implementable AI solutions for their business challenges, Architecting AI Solutions on Salesforce is a shortcut to understanding Salesforce Einstein’s full capabilities – and using them. To illustrate the full technical benefits of Salesforce’s own AI solutions and components, this book will take you through a case study of a fictional company beginning to adopt AI in its Salesforce ecosystem. As you progress, you'll learn how to configure and extend the out-of-the-box features on various Salesforce clouds, their pros, cons, and limitations. You'll also discover how to extend these features using on- and off-platform choices and how to make the best architectural choices when designing custom solutions. Later, you'll advance to integrating third-party AI services such as the Google Translation API, Microsoft Cognitive Services, and Amazon SageMaker on top of your existing solutions. This isn’t a beginners’ Salesforce book, but a comprehensive overview with practical examples that will also take you through key architectural decisions and trade-offs that may impact the design choices you make. By the end of this book, you'll be able to use Salesforce to design powerful tailor-made solutions for your customers with confidence.
Table of Contents (17 chapters)
1
Section 1: Salesforce and AI
3
Section 2: Out-of-the-Box AI Features for Salesforce
8
Section 3: Extending and Building AI Features
12
Section 4: Making the Right Decision

Extending with declarative features

The three declarative features we covered in Chapter 6, Declarative Customization Options (Einstein Next Best Action, Einstein Prediction Builder, and Einstein Discovery) can be used along with the standard Salesforce platform features such as flows and Lightning pages to create advanced custom solutions for your AI business requirements.

Einstein Next Best Action provides a framework for providing in-context recommendations for what to do next. A combination of a declarative strategy builder and the ability to extend the built-in functionality with Apex at various points of the flow means that you can find ways of bending this feature to do far-flung things if you feel so inclined.

For instance, you could decide to create recommendations linked to different screen flows, each representing a different layout for filling out the core record and replacing the normal page layout mechanism. That would be a bad idea, as you already have Lightning...