Einstein AI for Salesforce Admins and Developers
Author: Shankar Nadar
Date: September 03, 2024
Einstein AI for Salesforce Admins and Developers offers a range of tools and features that allow both admins and developers to bring artificial intelligence (AI) into their Salesforce environments. While admins can leverage these tools to configure and optimize Salesforce with minimal coding, developers can dive deeper into customization, extending AI capabilities across various business processes. Below is a breakdown of how Einstein AI serves both Salesforce Admins and Developers.
For Salesforce Admins
1. Einstein Prediction Builder
- Custom Predictions: Admins can use Einstein Prediction Builder to create custom AI models that predict business outcomes based on Salesforce data. Examples include predicting lead conversion, customer churn, or case resolution times.
- Point-and-Click Setup: Admins can build models using a simple, no-code interface, making it accessible even without data science expertise.
- Integration with Flows: Predictions can trigger automated actions in Salesforce Flow, allowing admins to streamline processes based on AI-driven insights.
2. Einstein Next Best Action
- Contextual Recommendations: Admins can configure Einstein Next Best Action to provide users with AI-driven recommendations at the right moment. This could involve suggesting the next best product to offer, actions to take in a service case, or content to share with customers.
- Strategy Builder: Admins can create decision strategies using a drag-and-drop interface, making it easy to define when and how recommendations should be presented.
- Integration with Salesforce: Recommendations can be embedded into standard or custom Salesforce pages, ensuring users see them where they are most needed.
3. Einstein Bots
- AI-Powered Chatbots: Admins can set up Einstein Bots to automate customer interactions. These bots can handle common inquiries, route cases, or even qualify leads before passing them to a human agent.
- Declarative Bot Building: With a point-and-click interface, admins can design and deploy chatbots without writing code, although they can collaborate with developers to extend functionality as needed.
4. Einstein Discovery
- Automated Insights: Admins can leverage Einstein Discovery to uncover patterns and trends in their Salesforce data. The tool provides actionable insights and recommendations that can be directly integrated into Salesforce reports and dashboards.
- No-Code Deployment: Admins can deploy predictive models and insights without coding, making it easy to enhance decision-making processes across the organization.
5. Einstein Analytics (Tableau CRM)
- AI-Enhanced Dashboards: Admins can create and configure dashboards that incorporate AI-driven insights, helping users visualize key metrics and trends.
- Pre-Built Templates: Use pre-built templates to quickly set up dashboards and reports that leverage AI insights.
6. Einstein Activity Capture
- Automated Data Logging: Admins can set up Einstein Activity Capture to automatically log emails, meetings, and calls from user email accounts into Salesforce, ensuring that all interactions are recorded without manual effort.
- Data Enrichment: The tool also enriches Salesforce data by capturing and associating activities with the relevant contacts, leads, or opportunities.
For Salesforce Developers
1. Einstein Vision and Language
- Image and Text Analysis: Developers can integrate Einstein Vision (for image recognition) and Einstein Language (for natural language processing) into custom applications. This includes building models to classify images, detect objects, or analyze sentiment and intent in text.
- APIs for Customization: Developers can use REST APIs to train custom models, make predictions, and integrate these capabilities into Salesforce or external apps.
2. Einstein Prediction Builder
- Advanced Customization: While admins can use Prediction Builder with a no-code interface, developers can further customize and optimize predictions using Apex and Salesforce Flow. This allows for more complex scenarios where custom logic is needed.
- API Integration: Developers can access and use predictions in custom Lightning Components, Visualforce pages, or external applications via API calls.
3. Einstein Bots
- Extend Functionality: Developers can extend Einstein Bots beyond what’s possible with the declarative interface. Using Apex, they can create custom bot logic, integrate with external systems, and handle complex interactions.
- Custom Integrations: Developers can also integrate bots with other Salesforce services or third-party APIs to provide a seamless customer experience.
4. Einstein Next Best Action
- Custom Decision Strategies: Developers can create sophisticated decision strategies using Apex to define complex criteria for recommendations. They can also extend Next Best Action to integrate with external data sources or custom objects.
- API and Component Integration: Developers can embed recommendations in custom Lightning Components, Visualforce pages, or even external applications using Salesforce APIs.
5. Einstein Discovery
- Embedding AI Insights: Developers can embed Einstein Discovery insights into custom applications, dashboards, or workflows. They can also use the REST API to integrate insights into external systems.
- Advanced Data Manipulation: Developers can use Apex and other tools to manipulate data before feeding it into Einstein Discovery models, allowing for more refined and accurate predictions.
6. Einstein Automate
- AI-Driven Automation: Developers can combine Einstein’s predictive power with Salesforce automation tools like Flow and Process Builder to create intelligent, automated workflows that adapt to changing business conditions.
- Custom Flows and Processes: Developers can create custom flows that incorporate AI-driven decisions, optimizing business processes and reducing manual intervention.
7. Einstein Platform Services
- Custom AI Models: Developers can use Einstein Platform Services to build and deploy custom AI models that are specific to their business needs. These models can be trained on unique datasets and integrated into Salesforce apps.
- API Access: The Einstein Platform Services APIs allow developers to create, manage, and deploy AI models programmatically, providing flexibility and control over AI implementation.
Collaboration Between Admins and Developers
- Shared Responsibility: While admins can handle much of the configuration and deployment of Einstein AI features, developers can step in for advanced customizations, integrations, and extending functionality.
- Team Collaboration: Admins and developers often work together to ensure that AI solutions are both user-friendly and technically robust. For instance, an admin might set up a chatbot using Einstein Bots, while a developer adds custom logic and integrations to enhance its capabilities.
Summary
- For Admins: Einstein AI offers a suite of no-code and low-code tools that allow admins to integrate AI into Salesforce processes easily, improving decision-making, automating routine tasks, and enhancing user experience.
- For Developers: Developers have access to powerful APIs, SDKs, and advanced customization options, enabling them to build sophisticated AI-powered applications and extend the capabilities of Salesforce to meet specific business needs.
Together, Salesforce Admins and Developers can leverage Einstein AI to create intelligent, automated, and data-driven solutions that enhance business operations and deliver better outcomes for users.