Top Salesforce AI Tools – Update 2024

Salesforce’s AI Advancements

Salesforce has taken a bold step forward in integrating AI tools for Salesforce into its platform, which will revolutionize businesses’ engagement with their customers. 

The Salesforce AI tools, all put together under Einstein, help an organization effectively use AI throughout the sales, marketing, service, and commerce departments. These tools are powered by machine learning and natural language processing to deliver predictive insights, automate tasks, and improve customer experiences. 

From generating individual email campaigns to real-time recommendations in the sales process, Salesforce AI tools are disrupting industries in process optimization, decision-making, and, eventually, business growth. You can also integrate Salesforce AI by the help of trusted Salesforce consulting partner.

Einstein GPT: Pioneering Generative AI for CRM

To create a generative AI-powered CRM system, Salesforce Einstein GPT combines Salesforce AI models with generative AI technologies from top language models and real-time customer data from the Salesforce Data Cloud.

Salesforce introduced Einstein GPT in March 2023 as the next development of Salesforce Einstein AI. Natural language processing (NLP) increases productivity by understanding the goals of the user or organization and helping to carry out those tasks.

Key Features

CRM Integration: Einstein for Sales analyzes CRM data to determine what makes a deal successful or unsuccessful. Highlighting the subsequent actions to be taken with top leads expedites the process from prospect to closed deal.

Customer Support: Teams can reduce call handling and hold time by using bots, which Einstein for support uses to increase customer support capacity and productivity.

Marketing Analysis includes a deep understanding of customer sentiment. This valuable insight into customer feedback enables Einstein GPT to take the right actions to tailor business responses effectively.

Data Insights: Using real-time data, Einstein GPT for Slack Customer 360 apps offers AI-driven customer insights in Slack that improve team comprehension of their clientele.

LLM Support: Einstein GPT for Salesforce Developers uses the Salesforce Large Language Model (LLM) to assist developers with code creation and analysis. 

Einstein for Service

1. Bots

Einstein Bot, a Salesforce AI tool, takes care of more routine customer inquiries, freeing up human agents to handle more complex issues. Moreover, by understanding and responding to questions using natural language processing techniques, Einstein Bots provide instant customer support, thereby enhancing the response time.

2. Case Classification

This Salesforce AI tool automatically routes incoming cases to the correct set of agents or departments who would need to handle these cases based on the case details and historical data. Intelligent case assignment implies keeping the case effectively in place and spending the least possible time handling it until resolution.

3. Case Closing & Wrap-Up

This Salesforce AI tool allows agents to close cases effectively with suggested relevant actions, summarizing case details and recommending possible next steps. This feature improves the quality of the case and agent efficiency.

4.  Article Recommendations

This tool provides relevant knowledge articles to agents based on the case at hand, which helps them resolve issues efficiently and effectively. With relevant information and suggestions, this tool will aid the delivery of customer service with the highest quality orders by agents.

5. Reply Recommendations

Providing feedback on customer questions saves a little time and effort on the agent’s part while ensuring consistent and complete interactions with customers. This feature improves agent productivity and enhances customer satisfaction.

6. Service AI Grounding & Work Summaries

Service AI Grounding & Work Summaries give agents an overall view of a case, including relevant customer information, the case’s history, and related knowledge articles. Since this feature grounds AI responses in specific case details, this ensures accurate and contextually relevant interactions.

Einstein for Sales

1. Lead Scoring

Einstein Lead Scoring uses artificial intelligence to determine whether a lead is likely to turn into a customer. Using a myriad of lead attributes prioritizes sales efforts, so reps focus first on those leads with the most potential.

2. Opportunity Scoring

Einstein Opportunity Scoring assigns a score to an opportunity based on the likelihood of each opportunity closing. Sales teams can then organize deals by ranking and distributing proper resources to each deal. This feature gives insight into the health of deals and possible risks.

3.  Activity Capture & Metrics

Einstein Activity Capture & Metrics automates the tracking of emails, calls, and meetings—basically, all sales activities. Capturing this data provides insights into sales reps’ performance and highlights improvement areas.

4. Forecasting

Backed by predictive analytics, Einstein Forecasting is the second feature, meant to increase the accuracy of sales forecasts. The tool analyzes historical data and current trends, aiding sales leaders in making data-driven decisions and optimizing sales strategy.

5.  Conversation Insights

This Salesforce AI tool enables real-time analysis of sales calls based on their content and sentiment. This feature allows reps to identify these key moments to better understand the customer’s needs and modulate the pitch accordingly.

6.  Email Insights & Relationship Insights

Einstein Email Insights & Relationship Insights offer insights into the performance of email and customer relationships. Measuring email open rates, reply rates, and other engagement metrics allows sales reps to get the most from outreach and forge closer ties with their customers.

7. Buyer Assistant & Recommended Connections

Get next-best-action recommendations to Sales Reps on recommended contacts they need to connect with or relevant content to share. This AI-assisted guidance can improve the productivity and sales-related outcomes for reps.

Einstein for Marketing

1.  Engagement Scoring

Einstein Engagement Scoring predicts customer engagement levels so that marketers can have high-value lead filtering and focus on campaigns accordingly. The more marketers understand customer behavior and preferences, the more they can deliver effective, personalized messaging.

2. Messaging Insights & Send Time Optimization

Einstein Messaging Insights & Send Time Optimization analyzes customers’ behaviors to identify when and on which channel it is best to send a message. This feature ensures optimum reach and engagement of campaigns by delivering content at times when customers are most receptive.

3.  Content Selection, Testing, & Tagging

This Salesforce AI tool will pick the best content to serve the individual customer for optimum performance. In this context, testing multiple renditions and allowing automatic tagging empowers marketers to go granular in the messaging strategy.

4.  Social Insights & Vision for Social Studio

Einstein Social Insights & Vision for Social Studio provides crucial insights into social media performance, enabling marketers to track sentiment, identify trends, and measure campaign impact. This enables marketers to drive data-inspired decisions and optimize social media strategies.

5.  Journey Insights & Segmentation

Einstein Journey Insights & Segmentation analyzes customers’ behavior to establish the most optimum journeys and create focused segmentation. This helps marketers know exactly how customers engage with the marketing campaigns, thereby personalizing experiences to enhance conversions.

Einstein for Commerce

1. Smart Promotions & SEO Metadata

Bright Promotions & SEO Metadata uses real-time AI to dynamically generate and optimize promotions and compelling SEO metadata for product listings. This works to increase product visibility, improve search rankings, and drive conversions.

2. Copilot for Shoppers & Returns Insights

Copilot for Shoppers & Returns Insights provides AI-powered shopper assistance via chatbots and virtual assistants and analyzes return data for pattern identification to improve product quality. This feature enhances customer experience and reduces return rates.

3. Einstein GPT for Commerce

Einstein GPT for Commerce generates engaging product descriptions, personalizes product recommendations, and provides real-time customer support with generative AI. It enhances product discoverability and improves customer satisfaction.

4. Einstein Search Recommendations & Commerce Insights

This Salesforce AI tool analyzes search behavior for relevant product recommendations and gets actionable insight into customer preferences. It helps improve search results and assists in optimizing product assortment.

5. Einstein Product Recommendations & Predictive Sort

It suggests products based on customer behavior and preference but also optimizes the display order of products for maximum impact. Increases the discoverability of products and increases sales.

Einstein for Health

1. Copilot: Health Actions

Health Actions is an assistant to clinicians that uses conversational AI to streamline clinical workflows. It allows health professionals to use natural language to create patient summaries, update records, and generate care plans. In doing so, Einstein Copilot automates routine tasks to give clinic personnel more time to focus on complex patient care.

2. Health Data Management

Einstein for Health Data Management is a robust platform regarding healthcare data management and analytics. It aggregates, correlates, and connects every kind of healthcare system to give a single view, which would provide the best information about a patient, guiding further insights for information.

3.  Health Predictive Modeling

In the Einstein for Health Predictive Modeling, the goal is to harness the much-talked-about potentials of the AI algorithms to predict the patterns from healthcare data that predict patient outcomes. The idea is that a clinician can use this approach by forecasting patient needs and taking preventive measures on issues such as medical history, treatment plans, and demographics.

4. Health Clinical Decision Support

Clinical decision support is one such feature through which Einstein for Health will provide intelligent recommendations for clinical decisions. By combining patient data with reference treatment guidelines, the system will provide evidence-based insights to clinicians in making better treatment plans, resulting in improved patient outcomes.

5. Health Patient Engagement

The Einstein for Health Patient Engagement solution delivers dynamic, personalized communication and self-management tools. With AI-powered, conversational interactions, patients can access their health information, schedule appointments, and receive reminders. This results in an increase in patient satisfaction and adherence to the treatment plan.

Einstein for Finance

1. Financial Insights

Einstein Financial Insights derives actionable intelligence from vast volumes of financial data. It allows financial institutions to make informed decisions, optimize operations, and identify new revenue opportunities by discovering hidden patterns and trends.

2. Predictive Modeling for Finance

This Salesforce AI tool helps companies predict future trends, assess potential risks better, and allocate resources more efficiently. By analyzing historical data and external factors, financial institutions can then make much-informed predictions on market behavior, customer preferences, and financial performance.

3. Fraud Detection and Prevention

Einstein Fraud Detection and Prevention identifies the activity, hence preventing losses. Online anomalies in the transaction pattern are detected so that financial institutions may best protect their customer base and mitigate the associated risks.

4. Customer Journey Analytics for Finance

Einstein Customer Journey Analytics for Finance provides a complete view of all customer interactions. Hence, financial enterprises can better understand the behavior and preferences of their customers. Customer data analysis will help personalize offers and increase customer satisfaction and deeper relationships.

5. Einstein Financial Advisor Assistant

Einstein Financial Advisor Assistant empowers financial advisors with intelligent recommendations and automates routine tasks. Using AI, financial advisors can now focus on high-value activities, foster closer relationships with clients, and be more productive across the board.

Einstein CRM Analytics

1. Analytics Studio & Einstein Discovery

At the core of Einstein CRM Analytics lies Analytics Studio and Einstein Discovery – an AI tool for Salesforce. Analytics Studio empowers users to construct custom visualizations, dashboards, and reports that provide a complete view of performance. Then there is Einstein Discovery, which applies sophisticated AI to automatically uncover hidden patterns and insights in data and generate predictive models with recommendations.

2. Text Clustering & Live Prediction with Snowflake

To enhance this capability, Einstein CRM Analytics is now powered by Text Clustering and Live Prediction—with Snowflake integration for greater depth in advanced analysis. Text Clustering allows similar text data to cluster together for the fast and efficient analysis and categorization of vast volumes of text-based information. Live Prediction with Snowflake empowers you to do real-time predictive modeling on massive datasets so you can be proactive.

3. Model Inspector & Model Queuing

This Salesforce AI tool ensures the reliability and efficiency of the models within Einstein CRM Analytics. Model Inspector provides information regarding the performance and characteristics of predictive models, making it easier for them to know the strengths and weaknesses of predictive models. Model Queuing manages the models deployed in a queue for effective scheduling and execution.

Einstein Copilot Actions

1. Answer Questions with Knowledge

This action enables users to ask questions in natural language and get related information from Salesforce data, knowledge articles, and many more.

2. Draft & Revise Sales Emails

Based on email context and customer data analysis, Einstein Copilot drafts emails, suggests how to improve them, and optimizes the content of emails for better engagement.

3. Explore Conversation & Get Forecast Guidance

This action gives users insights into sales conversations, including key points, extraction of information, and insights into deal progression and forecasting.

4. Identify Object & Record by Name

Using the names, the user can refer to the objects and records; Einstein Copilot will identify and look for the related data within Salesforce.

5. Summarize the Record & Create a Close Plan

This action allows for a brief summarization of any record, whether it be an opportunity or an account, with the ability to create the next steps or close plans off of that information.

Platform AI Tools

Prediction Builder: Build unique AI models to forecast business results based on certain requirements.

Recommendation Builder: Create customized recommendations for customers to improve their experience and increase engagement.

Einstein for Developers: Incorporate AI into unique apps so that programmers can use AI features in their own creations.

Einstein for Flows: Use AI to automate business procedures, optimize workflows, and raise productivity.

Einstein Next Best Step: Make the best recommendations for the next course of action in customer encounters to improve satisfaction and decision-making.

Einstein Search: Improve the platform’s search features to help users locate pertinent content more quickly.

Einstein for Formulas: Incorporate intelligence into data processing using AI in formula fields to do complex calculations.

Einstein 1 Studio: An all-inclusive studio that offers materials and tools for creating, honing, and implementing AI models. 

Copilot Builder & Prompt Builder: Improve user interactions and productivity by creating personalized AI copilots and prompts for particular requirements.

Model Builder: Create and improve predictive models to keep them precise and useful.

Conclusion

The strategic infusing of AI within central products has historically turned Salesforce into a great and important solution for CRM development. At the core of the sales, service, marketing, commerce, and analytics platforms lies intelligence, thus empowering businesses to fully use data-driven insights.

The results drive personalized customer experiences, changes in operational efficiency, and faster growth. With the continuous progress that AI is making, innovation at Salesforce places it at the forefront of driving digital transformation across industries.