The big news at this year’s Dreamforce (2023) was the prominence of AI across the Salesforce platform. Generative AI is not new to Salesforce, but soon it will be baked into almost every product through the Einstein 1 Platform.
The core of this is the new Einstein One Copilot, which will function as a personal assistant in nearly all Salesforce apps including Sales, Service, Marketing, Commerce, Tableau, MuleSoft, and Canvas. At Dreamforce, Salesforce indicated that most Einstein One features will be generally available (GA) in the first quarter of 2024. Check out this link for a Salesforce cheat sheet on pricing and readiness guide.
But you don’t need to wait for 2024 to start planning. The time to start preparing for successful AI implementation is now. Proper planning and preparation is crucial for integrating AI in a way that augments human capabilities. Think of it as a journey that will require adjustments along the way.
The time to start preparing and designing a successful AI implementation is now.
So, what can you do know to prepare for this journey?
Step 1 – Learn more about Generative AI
Even if you use ChatGPT all the time, you need to learn more about Generative AI and all what all tools and capabilities are available or soon to be available in Salesforce. The best place to start is with Trailhead and the module about Generative AI Basics.
You may also want to check out Artificial Intelligence for Business. I have already gone through many modules myself and will recommend other relevant ones as I continue my own learning journey.
Consider becoming a Salesforce certified AI Associate. This means you are knowledgeable of basic AI concepts and Salesforce’s Core AI capabilities. To help you pass this exam, there is a Trailmix and a certification prep module.
Step 2 – Start Experimenting
Dive into the AI tools already available like the Einstein for Developers VS Code extension. Enable Einstein for Developers in your Winter 24 sandbox orgs.
If you work with large datasets and have access to an enterprise or unlimited edition, you can access a free tier of Data Cloud. Your AI use cases may demand connecting all your data into a single view for customers. One that takes into account historical data to make better predictions.
It may be necessary to use Data Cloud to connect and harmonize your data. You may even have to build tools to easily embed historical data into prompts. Access to the free tier should help you to get started.
More is coming in Spring ’24. I’ll report my findings here, so stay tuned!
I’m excited by Salesforce’s consistent AI infusion across apps. With mainstream ChatGPT adoption, the timing is perfect. The Salesforce platform is ideal for delivering AI capabilities to business users. Start preparing now to ensure your AI implementation succeeds.
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