With all the buzz surrounding AI lately, it’s easy to get lost in a sea of jargon and complex explanations. But not here. Let’s cut through the noise to understand Einstein GPT, the world’s first generative AI for CRM, with the straightforward insights you need. No buzzwords, no confusion.

 

What Exactly is Einstein GPT?

Think of Einstein GPT as that super-smart assistant we all wish we had in our corner, combining public and private AI models with your CRM data. Here’s the cool part: you can chat with it in everyday language inside your Salesforce CRM. Need to whip up a customer email? Ask Einstein GPT. Quick response to a tricky customer service question? It’s got your back.

 

What this means for you and your team is a big time-saver.

• No more hours spent crafting content. 
• It personalizes emails for your sales team.
• Speeds up responses for your customer service folks.
• It gets your marketing messages spot-on.
• It even helps your developers by auto-generating code.

Simple. Einstein GPT does the heavy lifting to make your business life easier.

 

 

So, What’s This Generative AI Buzz About?

Generative AI can do some pretty cool stuff like discovering new drugs, beefing up data, making videos, simulating real-world scenarios, and converting plain text into stunning images.

At the heart of Generative AI lies a ‘Large Language Model’ or LLM that gets how we humans talk. This is why they’re the stars behind chatbots, virtual assistants, and language translators, making our chats with computers feel more natural.

 

 

How Does Salesforce Einstein GPT Work Its Magic?

Alright, let’s break down how Salesforce Einstein GPT does its thing. It’s like a chef mixing two key ingredients: AI models and heaps of data to cook up that personalized content you love:

 

• Salesforce’s Own Secret Recipe: First, it has its own set of private and proprietary models. These are in-house creations, part of the Einstein tech layer, and they’re pretty slick at understanding what your customers need.
• Partnering Up with the Big Guns: Then, there’s the cool collab with OpenAI. Yep, Salesforce taps into advanced models from these AI wizards, bringing even more brainpower.
• BYOM – Bring Your Own Model: Got your own AI models? Great! Salesforce lets you integrate them too.

Either way, Einstein GPT will connect these models with real-time customer data, and they start to learn. They pick up on language patterns and get better at predicting what content will hit the mark. The result? You can whip up any personalized content on a large scale within your Salesforce CRM.

 

And the secret sauce? Data from Salesforce Cloud and the Salesforce Data Cloud is constantly fed into these models, keeping everything fresh and relevant. It’s like having a content genie that knows exactly what your customers want to hear, even before they do!

 

 

Einstein GPT Trust Layer: Keeping Your Data Safe and Sound

Let’s face it: trust is huge when it comes to generative AI. You want to be sure that the information you get is spot-on and free from any biases. And more importantly, that your sensitive data stays safe. That’s where the Einstein GPT Trust Layer steps in.

 

It is a new gold standard for trust in AI. What Salesforce did here is pretty clever. They created a Trust Layer so you can use those big-brained LLMs (Large Language Models) with all your customer data without sweating over privacy or security issues.

 

This Trust Layer ensures these LLMs don’t hold onto your sensitive customer info. It keeps your data separate, so you still call the shots on data governance while making the most of generative AI’s power.

 

For example, without this Trust Layer, data sent to and from OpenAI could be stored to monitor potential misuse. But with Einstein GPT’s Trust Layer, Salesforce keeps the data under its wing. OpenAI? They won’t store a thing. It’s all about keeping your data in your hands, secure, and used just the way you want. You can find more information here.

 

Image source: Trailhead.salesforce.com

 

Generative AI Across Every Salesforce Application

• Sales GPT: Dynamically generate sales tasks like composing personalized emails, scheduling meetings, and preparing for the next interaction.
• Service GPT:
  – Auto-generate personalized agent responses grounded in trusted CRM data (Service Replies).
  – Auto-generate case wrap-up summaries (Work Summaries).
  – Summarize support interactions to save agent time and create knowledge articles from past case notes (Knowledge Articles).
• Marketing GPT: Dynamically generate personalized content to engage customers and prospects across email, mobile, web, and advertising.
• Commerce GPT: Generate new or updated editable recommended product descriptions through tonal and demographic-targeted prompts.
• Slack GPT: Deliver AI-powered customer insights in Slack, like smart summaries of sales opportunities and surface end users’ actions like updating knowledge articles.
• Apex GPT: Improve developer productivity with Salesforce Research’s proprietary Large Language Model by using an AI chat assistant to generate code and ask questions for languages like Apex.
• Tableau GPT: Interact with data in a conversational interface. Generate conversational insights and visualizations from a natural language question. (check out this FAQ to learn more).

Image source: Salesforceben.com.

 

What’s Next?

Back in July 2023, Salesforce kicked things off with the first batch of products available to everyone. That was just the start. Since then, they ve been busy bees, constantly adding a sprinkle of generative AI magic across our entire product suite.

 

Image source: Partners.salesforce.com

 

What does this mean for you? Well, you get to experience AI like never before in all the Salesforce tools you use. We will keep you updated; stay tuned.

For more information or assistance leveraging these new features for your organization, don’t hesitate to contact us.