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

Generating insights with Einstein Discovery stories

Einstein Discovery is a part of the Tableau CRM suite that Salesforce provides for advanced analytics. Tableau CRM is a topic that deserves several book-length treatments in its own right, so we will only be able to scratch the surface here. However, because of the brilliant machine learning capabilities inherent in Einstein Discovery stories both from an analytical and predictive standpoint, we will cover as much as we can in the next section and then follow with a small configuration example.

Overview of Einstein Discovery

Einstein Discovery is an add-on to Tableau CRM that adds statistical modeling and machine learning to the analytical capabilities of the core product. It shares the ability with Einstein Prediction Builder to generate automated machine learning models on the basis of datasets, but because it is embedded in Tableau CRM, it can make use of the data wrangling tools found in that product, which overcomes many...