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

Introducing Sales Cloud Einstein

The whole point of Sales Cloud Einstein is to make your sales team more effective. That means spending less time on routine chores and more time on selling and also enhancing that time by focusing it on the right leads and opportunities. Thereby, your organization will be able to close more sales and gain more revenue.

The following three key components make up this ensemble of sales productivity:

  • Einstein Lead Scoring and Opportunity Scoring: This gives a numeric score to leads or opportunities that indicates its likelihood to convert a lead into an opportunity and an opportunity into a sale, based on the historical data you have available.
  • Einstein Forecasting: This is an AI-enabled sales forecast to enhance the accuracy of your forecasts and give you insights into which direction your current pipeline might evolve.
  • Einstein Activity Capture: This automates the process of linking activities from your mailbox to the right leads and...