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

Implementing Financial Services Cloud Einstein

Financial Services Cloud is Salesforce's offering for the wider financial services market, including retail and consumer banking, insurance, and wealth management. Given the great disparity between the operating procedures of these fields, it is a wide and comprehensive industry offering. This applies to the Einstein offering as well. While there are some common features across the industry segments, there are also specific templates for each segment in its own right. We will go through the main analytical offerings in the next section and then look at the other non-analytical features included in Financial Services Cloud Einstein.

Tableau CRM for Financial Services

Tableau CRM, which contains a range of pre-built dashboards, and Einstein Discovery Stories are the mainstays of the Financial Services Einstein suite. As we saw with Health Cloud Einstein, enabling and configuring these features is anything but trivial. In general...