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

Learning about Einstein Forecasting

In the following sections, we will look at the Einstein platform's answer to one of the most vexing business problems around: How do I generate accurate sales forecasts? We will look in detail at the feature, its configuration, and the concerns you need to have as an architect when considering using it for a real-world scenario.

The basics of Einstein Forecasting

Forecasting is a central business problem affecting all companies that rely on predictable sales to make money. Turns out, most businesses do the same. The forecasting problem, however, is hard because shifts in demand rarely signal themselves in an easily discoverable way. Not surprisingly, many organizations struggle with producing consistently accurate forecasts.

Einstein Forecasting is Sales Cloud Einstein's contribution toward solving or at least ameliorating this problem. It sits on top of normal Salesforce collaborative, manually updated forecasts, using automated...