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

Examining Einstein Conversation Insights

Einstein Conversation Insights is a feature that enables better visibility of what's going on in the sales organization through an analysis of the content of captured sales calls. We will look at the details of this feature, why you would want to use it, and what you need to consider in the following sections.

Einstein Conversation Insights basics

Einstein Conversation Insights is a part of the High Velocity Sales license that also includes a range of other sales-related features and aims to improve sales coaching by allowing managers to zoom in on the parts of sales calls that provide the most impactful or coachable material without having to listen through the entire recording for every call. It does this by scanning transcriptions of recorded sales calls for keywords that are either predefined (for example, words related to price or pricing), related to products or competitors of your company, or that you have defined as custom...