Unraveling the Genius of Salesforce Einstein Copilot

A Quadrant of Sales, Service, Marketing, Commerce, Developers, and Tableau Excellence.

Sales: Research accounts, prep for #meetings, and automatically update account information in Salesforce. Automatically summarize highlights, surface customer sentiment, and extract the next steps from video calls. Explore and search for specific details in customer calls rather than reading through transcripts. Auto-generate sales emails to fit tone and style and align to customer context. Automatically draft clauses and embed them directly within customer contracts.

Service: Automatically #respond to customers with #personalized, relevant answers grounded in trusted company knowledge, across any preferred channel including email, SMS, live chat, or social media. Empower service teams to resolve customer issues faster using generative answers, seamlessly integrated into their flow of work, and autonomously complete tasks like auto-summarizing intricate support cases and field work orders.

Marketing: Automatically generate email copy for marketing campaigns. Create smarter campaign segmentation with Data Cloud. Create website landing pages based on personalized consumer browsing and buying preferences. Create contact forms that automatically populate each customer’s unified profile in Salesforce. And automatically generate surveys following online actions to increase long-term engagement and purchasing.

Commerce: Provide step-by-step assistance to build high-converting digital storefronts. Automate complex tasks like managing multi-product catalog data. Create product descriptions in multiple languages, personalized product promotions, and SEO metadata generation that drive conversions. Customize and design storefront components with natural language prompts.

Developers: Turn natural language prompts into Apex code, suggest more effective and accurate code, and proactively scan for code vulnerabilities – all from within the developer environment.

Tableau: Quickly go from raw data to actionable insights in a conversational interface. Increase data analyst productivity with a natural language assistant to perform faster data exploration, build relevant visualizations based on best practices, automate repetitive tasks, and promote efficient data curation.