Einstein Generative AI Features Across Salesforce Clouds – The Ultimate Guide
Salesforce’s Einstein Generative AI is revolutionizing how businesses interact with their data and customers across various clouds. By leveraging advanced AI capabilities, Salesforce offers tools that enhance productivity, improve customer engagement, and streamline complex processes.
This guide explores the diverse features of Einstein Generative AI across Salesforce clouds, showcasing how these innovations can benefit your organization.
Analytics Cloud
Report Formula Generation
Einstein Generative AI simplifies the creation of Data Cloud reports by generating row-level and summary formulas based on simple descriptions. This feature makes it easier for users to build comprehensive reports without deep technical expertise, allowing for more efficient data analysis and decision-making.
Commerce Cloud
Return Insights
AI-driven analysis of multiple data streams identifies the reasons behind frequently returned products. By understanding these patterns, businesses can take proactive measures to reduce return rates, enhancing customer satisfaction and operational efficiency.
Product Fields
Einstein Generative AI enhances product descriptions across multiple products simultaneously. By following provided instructions and reference fields, the AI ensures consistency and quality in product listings, which can significantly boost online sales and customer experience.
Smart Promotions
Creating promotions can be a time-consuming task. With AI, businesses can quickly generate both basic and advanced promotions using existing Commerce Cloud data. This streamlines the promotion creation process, allowing for timely and relevant marketing campaigns.
Commerce Concierge
Empowering shoppers through their journey, the AI-driven Commerce Concierge provides assistance during product discovery, purchase, and support interactions. This feature enhances the overall shopping experience, driving customer loyalty and satisfaction.
Also Read – Salesforce Proposals Cheat Sheet
Data Cloud
Einstein Segments
This feature enables the rapid creation of targeted audience segments using comprehensive customer data. By leveraging the wealth of information available in Data Cloud, businesses can deliver personalized marketing campaigns and experiences, leading to higher engagement and conversion rates.
Education Cloud
Intelligent Question Generation
Einstein Generative AI drafts assessment questions for program intake assessments, improving the relevance and quality of these questions. This leads to more accurate evaluations of student needs and program effectiveness.
Einstein Skills Generator
The AI suggests relevant skills for learning courses and programs based on data from public domains and your Education Cloud organization. This helps in designing curricula that meet current industry standards and learner needs.
Field Service
Pre-Work Brief
Field service workers receive AI-generated briefs containing essential information about their upcoming work orders. This feature ensures that mobile workers are well-prepared and informed, leading to higher efficiency and customer satisfaction.
Industry Solutions
Contracts AI
Managing complex legal agreements can be streamlined with AI. Contracts AI drafts and manages contract clauses and documents, simplifying the process and reducing the risk of errors or omissions.
Marketing Cloud
Account Engagement: Einstein Assistant
Marketers can quickly generate content for forms, landing pages, and emails using Einstein Assistant. This feature helps in creating effective engagement materials that resonate with the audience.
Engagement: Subject Line & Body Copy Generation
AI generates compelling email subject lines and body copy, which can be tested, copied, or directly used in Content Builder. This ensures that marketing communications are impactful and drive higher open and click-through rates.
Also Read – Salesforce Project Cost Estimation Cheat Sheet
Growth: Co-Create Campaigns
From campaign descriptions, AI generates actionable campaign briefs and content, including subject lines, preheaders, and body copy. This accelerates the campaign creation process, allowing marketers to focus on strategy and execution.
Net Zero Cloud
ESG Report Generation
AI provides recommended answers for ESG reports by comparing proposed answers to uploaded disclosure reports. This feature helps organizations maintain compliance and transparency in their environmental, social, and governance reporting.
Nonprofit and Education Clouds
Fundraising Gift Proposals
Creating personalized and compelling gift proposals is made easier with AI. By using existing Salesforce data, nonprofits and educational institutions can streamline their fundraising efforts, improving donor engagement and success rates.
Platform Cloud
Einstein for Developers
Generates Apex code suggestions based on natural language instructions. This feature significantly enhances developer productivity by simplifying the coding process, allowing developers to focus on more complex tasks.
Einstein for Formulas
Assists administrators in explaining and fixing syntax errors in Salesforce formulas used across different fields and validation rules. This tool ensures that formulas are accurate and functional, reducing downtime and increasing efficiency.
Sales Cloud
Automatic Contact Enhancements
Enriches contact profiles with additional information such as phone numbers and job titles derived from email interactions. This helps sales teams maintain up-to-date and comprehensive contact information.
Call Summaries
Generates and allows editing of AI-driven summaries for voice and video calls. These summaries include next steps and customer feedback, ensuring that follow-ups are timely and relevant.
Call Explorer
Answers questions about calls, such as competitor mentions or coaching opportunities, using AI analysis of call records. This feature provides valuable insights that can inform sales strategies and training programs.
Sales Signals
Displays the most discussed topics in sales calls, filtered by category and keyword. By identifying key customer concerns, sales teams can tailor their approaches to better meet client needs.
Generative Conversation Insights
Provides insights from call transcripts by querying a large language model (LLM) for relevant information. This feature helps sales teams understand customer sentiments and trends.
Einstein Sales Emails
Generates personalized emails for contacts and leads using AI. This saves sales representatives time and ensures that communications are relevant and engaging.
Sales Summaries
Creates AI-generated summaries of accounts, contacts, leads, and opportunities. This helps sales users quickly understand key details and make informed decisions.
Sales Emails for Partners
Assists partner users in drafting emails to contacts and leads using AI on Experience Cloud Aura sites. This feature enhances communication and collaboration with partners.
Also Read – Salesforce Sales Cloud Features Cheat Sheet
Service Cloud
AI-Generated Search Answers
Creates tailored search answers from knowledge articles and other sources, helping resolve and deflect customer issues efficiently. This improves customer satisfaction by providing quick and accurate solutions.
Generative AI Surveys
Generates and translates surveys to meet diverse needs. This makes survey creation and translation faster and more efficient, ensuring that feedback collection is streamlined.
Service AI Grounding
Drafts personalized responses using indexed data sources, incorporating relevant knowledge articles and case history. This feature enhances the quality and relevance of customer service responses.
Knowledge Creation
Drafts relevant knowledge articles from customer conversations. This helps agents expand and maintain the knowledge base, ensuring that it remains comprehensive and up-to-date.
Service Replies
Generates and recommends fluent, courteous replies based on customer conversations. This enhances agent productivity and response quality, leading to better customer experiences.
Work Summaries
Creates AI-generated summaries of customer interactions, including issues and resolutions. This helps agents save time and ensures that all relevant information is documented.
Conclusion
Salesforce’s Einstein Generative AI features are transforming business operations across various clouds by introducing advanced AI capabilities that enhance productivity, improve customer engagement, and streamline complex processes. From generating Apex code and simplifying report creation to drafting personalized emails and providing AI-driven insights, these tools empower organizations to leverage their data more effectively.
Sign up with GetGenerative.ai now to create stunning proposals in minutes. Save countless hours and focus on what truly matters. Perfect for Salesforce consultants aiming to elevate their game.
Don’t wait—experience the future of Salesforce consulting with GetGenerative.ai today!
