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Architecting AI Solutions on Salesforce

Architecting AI Solutions on Salesforce

By : Lars Malmqvist
4.8 (13)
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Architecting AI Solutions on Salesforce

Architecting AI Solutions on Salesforce

4.8 (13)
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)
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1
Section 1: Salesforce and AI
3
Section 2: Out-of-the-Box AI Features for Salesforce
8
Section 3: Extending and Building AI Features
12
Section 4: Making the Right Decision

Giving timely advice with Einstein Next Best Action

In this section, we will cover Einstein Next Best Action, which, technically speaking, is a framework for making in-context recommendations for record-related actions in Salesforce. That means based on a strategy and the properties of a record, you can give customized recommendations.

In the next two sections, we will first give an overview of the feature and then move on to a simple hands-on example.

Overview of Einstein Next Best Action

Einstein Next Best Action is best thought of as a framework for providing in-context action recommendations on Salesforce record pages using a highly configurable recommendation engine. Typical use cases include the ability for customer service agents to give special offers, upsell, or cross-sell options to customer's when they have them on the phone, but it can also be used, for instance, to ensure data quality by prompting field inspection or to suggest actions that may lead to the...

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