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

Working with Manufacturing Cloud Einstein

Manufacturing Cloud is Salesforce's industry solution for manufacturing companies. It builds on top of its Sales and Service core clouds and extends them with capabilities such as account-based forecasting and sales agreement management, which provide specific capabilities for the industry. Compared to the other industry clouds we have seen so far in this chapter, the Einstein capabilities of Manufacturing Cloud are fairly limited, encompassing an analytical app with a set of preconfigured dashboards and Einstein Discovery Stories. We will explore these in the next section.

Tableau CRM for Manufacturing

The Tableau CRM for Manufacturing template is installed in a similar way to what we've seen so far. You need to enable Tableau CRM in your org and assign the right permissions and permission set licenses, field-level security, and data synchronization.

There are, however, several app-specific choices that are unique to manufacturing...