Tag: Einstein

Sales Cloud

Salesforce upgrades Sales Cloud with new AI-based productivity tools

Salesforce has unveiled new productivity features in its Sales Cloud which will help sales reps perform their administrative tasks in an organized way and save a lot of time. As per a Salesforce report, sales reps spend around 36 hours a month searching for information which can help them in closing deals rather than investing more time in working towards selling and their customer success.

To make sales reps more productive, Salesforce upgraded their Sales Cloud by adding features that can make information accessibility and collaboration more efficient. The new ‘Inbox Now app’ has been introduced which is powered by Salesforce’s AI system Einstein. This app will help sales reps integrate their account, contact and meeting information directly into their calendar. Another AI-powered tool will help sales reps surface similarities among prospects to discover new audiences to run campaigns. The new Social Intelligence Module will help sales reps access relevant social media feeds in order to generate more leads.

Einstein Campaign Insights feature will help sales reps target & group prospects with similar interests to run campaigns and also can be retargeted with similar campaigns in the future. Both sales and marketing teams can access these insights and put unified efforts for a successful conversion.

Apart from these, Salesforce also added sales cadences and work queues to help sales reps identify new prospects. Linked sales cadences can help streamline complex sales funnels and customized work queues to display the most valued prospect details in a single place.

Salesforce also introduced a feature in the Sales Cloud which will allow the sales reps to have a 360-degree view of any customer and related information from their mobile or desktop email inbox. This includes account details, contacts, and opportunities. Additionally, Salesforce announced that sales reps can now embed live documents and spreadsheets within Quip for Sales.

Robin Grochol, SVP of product management for Sales Cloud at Salesforce said in a blog post, “With these new productivity features, we’re managing the flow of information so that what you need is surfaced when you need it, all within Sales Cloud”. He also added, “It’s about making every rep more efficient, guiding their focus to the most impactful accounts and tasks, and elevating and upskilling every individual performance.”

These new features will be generally available on June 17.

Cloud, Einstein

Salesforce Releases the Next Generation of Service Cloud Einstein

Global CRM leader Salesforce has announced the next generation of their service cloud Einstein, which will combine its CRM solution with Artificial Intelligence (AI) and will offer a pack of other new features to its agents and customers. This will help companies improve their customer service through automation.

Companies can now use Einstein Bots to automate their service requests. Bots can respond to customer requests immediately and engage them in order to gather basic information. This will free up a lot of agent’s time and enable them to address customer queries in a more prominent manner. In order to enhance their customer interaction, bots will use machine learning and natural language processing.

As per the press release, Lightning Flow for service is also now generally available which will help businesses offer guided service processes. This will take customers through self-service interactions. This service will also assist agents to fulfill customer requests and resolve issues. Lightning Flow will remove the guesswork from customer interactions and will deliver connected service experiences with an integrated customer view.

Einstein Next Best Action will then examine the customer interaction history and will provide agents intelligent and contextual recommendations including offers for specific customers. This will make the service more personalized. Einstein Next Best Actions will surface insights directly within the service cloud console which will enable faster case resolution, boost customer satisfaction and power upsell opportunities.

Salesforce launched its Einstein AI platform back in 2016. The goal was to integrate AI throughout its clouds. If they keep on including AI in their suite of products, this will help Salesforce significantly continue their leadership in the global CRM market space.

“Artificial intelligence alone will not drive your business forward—AI must be connected to CRM data and guided processes so companies can create seamless experiences that put customers at the center,” said Bill Patterson, SVP, and GM, Service Cloud, Salesforce. “Today is a big step forward in empowering our customers with an easy way to provide guided, intelligent service at scale.”

Source: Salesforce

Cloud, Salesforce

Salesforce Launched Integration Cloud at TrailheaDX 2018 to Help Trailblazers Create Connected Customer Experience

Salesforce, the global CRM leader invited Trailblazers from over 43 countries and 265 global viewing gatherings to their 3rd annual developer conference “TrailheaDX”. In the sold-out event, Salesforce showcased their latest innovations Lightning, Einstein, Trailhead and the newest Salesforce Integration Cloud and highlighted how they can empower enterprises in order to create connected customer experiences.

Salesforce Integration Cloud – First look

One of the toughest developer challenges was to connect systems and different data sources to build customer experiences. By addressing this issue Salesforce in their newest Salesforce Integration Cloud included a set of services and tools to make it easy for the customers to surface their data irrespective of where it resides. This will deliver an intelligent, and connected customer experience across all channels and touch-points. Integration Cloud will typically have three layers;

Integration Platform

Salesforce has finalized to acquire MuleSoft, which is one of the leading platforms to develop application networks connecting enterprise apps, data, and devices. MuleSoft will keep on focusing to build application networks with its Anypoint Platform and will also power the new Salesforce Integration Cloud.

Integration Builder

Admins can have a central view of the customer across their Salesforce deployments as well as their entire network of business systems just with few clicks. Admins can also manage the entire connection through a consolidated admin console.

Integration Experiences

Salesforce Integration Cloud allows admins to offer a seamless and personalized customer experience across sales, marketing, service, and commerce cloud by automatically bringing all the customer data together in an entirely new approach. An admin can use the Lightning App Builder to get commerce order history data into the Lightning service console, which enable service agents to transform service interactions into a cross-sell or up-sell opportunity without leaving their console.

Lightning Flow – CRM Process Automation

As we know, Lightning allows developers to build apps faster and better with hands-on access to a wide range of tools like App Builder to Heroku. Developers are open to choose the most convenient tool for their app development process on Salesforce. Salesforce has introduced the latest platform service “Lightning Flow” that offers tools to bring the power of process automation into CRM. As most of the enterprises are still managing customer processes with legacy tools disconnected from customer data, it results in delays. With the help of Lightning Flow Components, Trailblazers can now build processes with guided, visual tools integrated with customer data and embedded into a touchpoint, helps in reducing wait times for customers and enhancing productivity. For example, now a pharmaceutical company can increase prescription fulfillment by using Lightning Flow to develop automated processes which enhance data entry quality and accuracy for the patients filling insurance forms.

Einstein Analytics & Quip Live Apps for a Smarter App

With the advancement of AI & app integration, you can now set intelligence directly into the apps and get instant access to additional capabilities that keep a business moving forward with just a few clicks. Now developers can use Lightning components to embed Einstein Analytics and live updates within custom apps. These apps can be used inside Quip and are available in the Salesforce AppExchange by various partners. By using a single Quip document, a user can now quickly navigate deals, design infographics, videos and more.

Trailhead drives the next-gen of Developer Learning

Trailhead, Salesforce’s gamified online learning platform which guides users to gain skills, is driving the next-gen developer learning. Since it’s launching in 2014, Trailblazers have earned over 6.5 million badges which directly relate to latest in-demand job skills. Salesforce has expanded Trailhead to include:

Google Trailhead Content

Google Cloud trail helps Trailblazers understand how to get key insights into their website, with robust Google Analytics Reports & Dashboards. Google Cloud trail educates new users on how to operate powerful data queries with BigQuery, a completely managed enterprise data warehouse for analytics at scale.

Trail Guides

Personalized learning always helps to acquire new skills. Trail Guides outline the right way for any role of any level of experience with recommended content, and notifications. This helps everyone to walk on the right path in order to get their dream job.

Take Aways

  • New Salesforce Integration Cloud will surface data irrespective of where it resides to connect every system, customer, and device in a new approach.
  • Lightning Flow enables Trailblazers to design business processes with visual tools, combining the power of process automation with customer experience.
  • New Einstein Analytics Developer Experience and 3rd Party Quip Live Apps will make any application smarter and collaborative within few clicks, without code.
  • Trailhead empowers anyone to develop new skills with new learning trails from Google Analytics and personalized learning systems.


Image Recognition – Salesforce AI Track Images on Social Media
AI, Einstein, Salesforce

Image Recognition – Salesforce AI Track Images on Social Media

The world of digitalization has made progress in various ways. Brands from quite long time could search for company mentions on social media, but they have lacked the ability to search for pictures of their logos or even products for that case in an easy way. This is where Salesforce’s latest Einstein artificial intelligence feature comes in action.

Today most of the company introduced their Einstein Vision for Social Studio, which ultimately provides a way for marketers to search for the pictures related to their brands, over the social media platform. In the similar manner, they search for various other mentions. The product is said to take advantage of a couple of Einstein artificial intelligence algorithms, including the Einstein Image Classification for image recognition process. It uses brand detection, product identification and visual search. It as well makes use of Einstein Object Detection to recognize the objects within images including the type and quantity of the desired object.

AI has grown quite good at perception and even cognition tasks in the recent past. One result of this has been the capability to train an algorithm so that it can identify a picture. With compute power widely available and lots of pictures being uploaded online, it definitely provides a perfect technology combination for even better image recognition.

Rob Begg, Vice President of product marketing for social and advertising products at Salesforce, says it is all about letting the machine loose on tasks for which the purpose is better suited. “If you think of it from a company’s point of view, there is huge volume of tweets and posts. What AI does best is help surface and source the ones that are relevant,” for an instance, he also says there could be some thousands of posts about cars, but only a handful of those would be relevant to your campaign. AI can assist you find those in an easier manner.

Begg has seen three possible use cases for this tool:

  • First, it could somewhat provide better insight into how people are using the products.
  • Secondly, it could also provide a way to track brand displays online hidden within the pictures.
  • Finally, it could let you find out when the influencers such as actors or athletes are practically using the products.

The product comes trained to identify two million logos, some 60 scenes, and more than 200 foods and 1000 objects. Customizing is not available in the first release, so if there is no logo or object included out of the box, you will have to wait for a later version to be able to customize the content.

It has been clearly stated that, it should be easy for marketers to use Social Studio to figure out the process of incorporating the visual recognition tools into their repertoire. The new functionality should be accessible instantly to Salesforce Social Studio users.

einstein ai
AI, Einstein Analytics, Salesforce

Salesforce latest Einstein’s AI tool can detect feelings !!

It’s time to be alert!! Now even Robots can identify anger as well as fear, or any other sentiment, that you might share with a corporation over the Social Media.

At a TrailheaDx developer conference held in San Francisco, Salesforce announced the launch of it’s three new tools, to make it easier for developers to incorporate artificial intelligence into a custom application. To be precise, Salesforce is expanding its Einstein artificial intelligence service for marketers to measure brand sentiment and as well recognize the picture of the subject. It is hence, great news for companies looking to boost the efficiency of their inventory management and customer service.

An Insight
The vast number of 4 million developers being present in the developing community of Salesforce, creates apps that run on top of their primary customer relationship management product. These are in turn utilized by their users to customize the tools. Last year the Salesforce Einstein, which is known to provide artificial intelligence capabilities to developers have been adding different types of AI-related features. These included certain features like, Guidance that predicts the financial performance based on performance data, and even Discovery, which helps users to find the insightful needle in the haystack of data.

However, the new services that appeal to marketers more are the sort of tone of any given text. Yes!! It’s true that now a developer can consider a text as positive, negative or neutral. Let us have a look at the three new services:

Einstein Sentiment – This is the one that analyzes a text over the social media platform or even the reviews, to clarify the reaction over it. Now one will be able to judge whether one loves, hates, or is completely indifferent towards their product. An added feature to this is that it lets you reach out to the haters with support answers, without having to read the tweets.

Einstein Intent – This is said to be more focused on the inbound communication to a business through some support channels. It is again said to analyze texts in hopes of correctly routing and even responding accurately to a customer request.

Einstein Object Discovery – This is nothing but an image recognition model, which can diligently be trained to recognize your product even in the wild. Salesforce is said to think that product companies shall utilize this to identify inventory levels at retails stores. However, this has been designed to detect when someone is slamming your product over the social media platform with just a picture, without even mentioning the product name.

Hence, this is another example of a major cloud service provider, for organizations to maintain a more detailed customer management system!


  1. www.geekwire.com/2017/salesforces-new-einstein-ai-services-can-detect-social-media-hates-product/
  2. blogmag.in/salesforce-introduces-several-einstein-ai-tools-for-third-party-developers/
  3. www.businessinsider.in/Salesforces-newest-Einstein-AI-tools-can-tell-when-people-are-mad-in-texts-and-emails/articleshow/59365098.cms