Kubon

Prepare for the future of CRM with the first exclusive guide to optimizing Salesforce automations with Einstein Copilots

Key Features:

- Gain essential insights to seamlessly transition from traditional model to AI-driven models and optimize CRM workflows

- Configure and integrate AI tools with various Salesforce components to achieve enhanced functionality

- Learn from seasoned Salesforce experts to drive business growth and improve customer experiences

- Purchase of the print or Kindle book includes a free PDF eBook

Book Description:

Salesforce continues to expand the capabilities of Einstein Copilot, ensuring its ability to meet evolving critical business needs. This definitive guide to implementing Salesforce Einstein Copilot is written by a team of highly experienced Salesforce professionals with decades of experience in AI, data engineering, and Salesforce solutions. The book showcases practical use cases and offers strategic insights into AI integration within CRM systems, providing you with a comprehensive understanding of how to leverage this powerful tool.

You’ll develop a thorough understanding of various use cases and practical applications of Einstein Copilot across different Salesforce clouds, including Sales, Service, Marketing, and Commerce. Equipped with strategic insights from seasoned Salesforce experts, you’ll be prepared to navigate the future of AI-driven CRM, enhancing your ability to drive productivity and innovation within your organization. Ultimately, you’ll become well versed in the transformative potential of AI, ready to harness its power to achieve superior business outcomes.

By the end of this book, you’ll be able to effectively implement Salesforce Einstein Copilot within your CRM systems, leveraging AI to optimize information and streamline business processes.

What You Will Learn:

- Use Prompt Builder, Model Builder, and Copilot Actions to drive enhanced productivity for sales and service teams

- Create and manage effective user prompts to streamline interactions

- Implement and customize Copilot Actions to automate complex workflows and improve efficiency

- Develop, train, and deploy custom AI models with Model Builder to address specific business needs

- Centralize and harmonize customer data using Data Cloud to gain unified insights

- Tailor Copilot’s features to meet unique business requirements, ensuring maximum relevance and effectiveness

Who this book is for:

This book is for Salesforce professionals, including administrators, developers, and consultants, who want to leverage their Salesforce skills using AI to optimize business processes, enhance customer experiences, and drive growth.

Table of Contents

- Introduction to Salesforce Einstein Copilot

- Setting Up Einstein Studio

- Utilizing Prompt Builder

- Working with Copilot Builder

- How Data Cloud Works with Einstein Studio

- Exploring Functionalities of Model Builder

- Leveraging Copilot Actions with Flows and More

- Synergy between Einstein Copilot and Sales Cloud

- Integrating Einstein Copilot and Service Cloud

- Integrating Einstein Copilot and Marketing Cloud

- Working with Einstein Copilot and Commerce Cloud

- What’s Next With Einstein Copilot