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)
Section 1: Salesforce and AI
Section 2: Out-of-the-Box AI Features for Salesforce
Section 3: Extending and Building AI Features
Section 4: Making the Right Decision

Analyzing with Non-profit Cloud Einstein

Salesforce provides strong cloud offerings for both non-profit and education organizations. However, from an Einstein Platform perspective, there is currently not much to dig into. For the Education cloud, no unique features are provided at all, whereas the Non-profit Cloud includes two analytical templates both focused on fundraising, but with little to no AI or machine learning capabilities included. We will consider these next.

Fundraising Analytics and Performance Analytics

Fundraising is one of the central activities of non-profit organizations. Most non-profits that adopt Salesforce do so at least partially to better manage the fundraising process. Therefore, it is not surprising that an analytics offering in this space would make a good complement to the offerings in the industry cloud. It is somewhat more surprising to find that there are two such templates.

The reason for this is similar to what we saw for several offerings...