Essential Salesforce AI Features to Know

05.21.24 By

Salesforce, a global leader in CRM, offers a suite of AI features that empower businesses to enhance customer experiences, streamline processes, and drive growth. Let’s explore some of these features:

  1. Einstein GPT (Generative AI for CRM):

    • What It Does: Einstein GPT creates personalized content across every Salesforce cloud (sales, service, marketing, commerce, and IT interactions) using generative AI.
    • Key Benefits:
      • Enhanced customer experiences: Personalized emails, quick customer service responses, targeted marketing content, and auto-generated code.
      • Productivity boost: Automates content creation, freeing up time for employees.
      • Future-proofing CRM: Integrates AI for intelligent, automated, and personalized engagement.
    • Integration with OpenAI: Connects to OpenAI’s advanced AI models for out-of-the-box generative AI capabilities.1
      Integration with OpenAI
  2. Einstein Prediction Builder:

    • What It Does: Allows businesses to forecast outcomes for any field in Salesforce, enabling data-driven decisions.
    • Benefits: Anticipate trends, optimize processes, and enhance decision-making.
  3. Custom AI Models:

    • What It Does: Users can build AI models tailored to their business needs without coding.
    • Benefits: Democratizes AI, making it accessible to a broader range of users.
  4. Einstein CRM Analytics:

    • What It Does: Provides powerful analytics and insights across all Salesforce clouds.
    • Benefits: Real-time access to customer data for informed decision-making.
  5. AI Cloud (Einstein):

    • What It Does: Offers end-to-end AI solutions for businesses.
    • Benefits: Seamlessly integrates AI across Salesforce products, including Tableau, MuleSoft, and Slack2 3

In summary, Salesforce’s AI features empower organizations to connect intelligently with customers, optimize processes, and stay ahead in the ever-evolving business landscape.

Want to learn how you can incorporate Salesforce AI functionality into your business processes? Connect with us.






Screenshots courtesy of Salesforce*


SVP, Experience – Bridgenext Salesforce Team (Formerly Wave6)

Molly Redenbaugh is a customer experience (CX) strategist with over 25 years of experience in all aspects of marketing and experience design. She is a certified ACX Mentor and CPP Coach, bringing a proven track record of creating user-centric experiences that drive business growth.

Before joining Wave6, Molly spent two decades in manufacturing, most recently leading the global CX team for Danfoss’ Power Solutions segment. She is also a Salesforce veteran with a decade of experience leading digital initiatives on the platform. Molly is a sought-after speaker and has presented at several Dreamforce user conferences. She is passionate about sharing insights and strategies to help businesses elevate their customer experience and increase brand loyalty.

LinkedIn: Molly Redenbaugh

Topics: AI and ML, CRM, Customer Experience (CX), Gen AI, Salesforce, Salesforce Analytics Cloud, Salesforce Einstein, Salesforce Experience Cloud, Salesforce Manufacturing Cloud, Salesforce Marketing Cloud, Salesforce Sales Cloud, Salesforce Service Cloud

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