Salesforce’s Einstein GPT for 100% Generative AI Technology

5 min read

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: May 2nd, 2024

Artificial intelligence (AI) has been around for a few years now, and ignoring how these tools can improve our daily work tasks is not a good idea.

We need to embrace the changes and see that these AI tools are essential for solving complex problems like responding to customers naturally in real time or automating manual and repetitive tasks. As Salesforce is a giant in customer relationship management (CRM), you know they will deliver some solid AI options.

These innovative tools were presented at Dreamforce 2023, which was noted as the biggest AI event of the year. If you missed it, you can watch it for free on the official Salesforce website to find out more about Salesforce Einstein Analytics. A good one to catch up on is the Top Insights from the AI and Data Keynote presented by Rhul Auradkar, John Kucera, and Claudia Robinson.

However, today, we are going to dive into one of Salesforce’s more popular AI tools, Einstein GPT. Essentially, it works with all your Salesforce clouds using generative AI to create tailor-made content that boosts your customer experiences.

Although Salesforce gives us many AI tools, like Einstein Activity Capture, join us in the article below as we focus on Einstein GPT (Generative Pre-trained Transformer) and the many ways you can use it to elevate the overall work productivity in your teams.

How Valuable is Einstein GPT from Salesforce?

AI and Salesforce have become more prevalent in businesses across all industries as they make solving problems easy. AI transforms the way business teams work by eliminating any repetitive work tasks. But how does it achieve this? Through Salesforce automation tools that are reliable and trusted!

These AI solutions have assisted many businesses in gaining a competitive edge in their specific industry. As previous manual tasks are handled with AI tools, employees can turn their attention to higher-level or more creative assignments, which are needed to attract customers. In this way, AI is a great solution to increase team productivity by streamlining workflow tasks and processes.

For these reasons and more, Salesforce has given us Einstein GPT for customer relationship management. It is an open app that works well with private or public AI models. We consider it to be a valuable AI tool to have in your ecosystem since it learns and reacts to real-time Salesforce data.

Key Business Results from Einstein GPT

From integrating with OpenAI to Slack, Einstein GPT can give your business new Salesforce solutions thanks to its generative AI capabilities.

For instance, by combining Einstein GPT with your Slack account, you can access research tools and writing aids immediately to communicate effectively with customers or partners.

You would also be excited to hear that Salesforce has a $250 million Generative AI Fund dedicated to developing responsible generative AI for the safety and reliability of your content.

Why use Salesforce Einstein GPT?

Salesforce is the number one CRM platform of choice at the moment. Chances are, you are already working with this giant in the industry to handle your customer data. So, taking advantage of Einstein GPT to create content for your sales, marketing, customer service, commerce, or IT experiences is a no-brainer.

Besides being a premium and trusted product, the best part about using Salesforce’s generative AI technology is that it can scale to the levels you need to elevate your customer experiences.

For instance, Einstein GPT combines its generative AI technology with your existing Salesforce AI examples, models and data from Salesforce Data Cloud. This beneficial combination ensures that all your customer data is unified and consolidated in a single ecosystem for your convenience:

Employees across different departments can contribute to customer data.

Different teams can access the same reliable data in real-time.

Get more data for your research analysts to generate better reports.

Employees can respond to customers faster and more professionally as they have a full story of all interactions without the need to hunt down data across multiple platforms.

Your teams can create engaging content from customer data that is personalized and relates directly to an individual’s preferences or needs.

And Einstein GPT functionality does not stop there. You can sync your customer data to OpenAI’s advanced AI models or create an external model. The tool is really quite versatile and lets you work directly in your Salesforce account when using natural-language prompts.

This advantage will let you generate new content in real-time that is constantly modified based on your ongoing customer interactions.

Salesforce and AI Technology: A Perfect Fit for CRM Tasks!

So, what real-life CRM examples can you get from using Salesforce and AI cloud technology like Einstein GPT. Why not use this durable integration to perform some of these tasks in your business?

Let your sales professionals use Einstein GPT and Salesforce to deliver customized emails to leads, prospects, and customers to close those deals.

Slash the amount of time it takes your service agents to respond to customers by giving them Einstein GPT. It can generate responses for customers who have common questions and elevate your customer services.

When it comes to your marketing teams, let them use Einstein GPT and Salesforce to create custom content for their campaigns. Customer-focused campaigns are known to achieve higher response rates, so take advantage of this feature.

And if you have custom CRM apps, we know you have developers in your team. They can also enjoy the benefits of Einstein GPT to auto-generate code so that they can develop and deploy solutions faster.

And that’s a wrap for now on Einstein GPT, but we are not done yet. If you have any questions about Einstein GPT or need more information, please feel free to reach out to us. Our Titan experts can help you with any custom Salesforce solution.

Connect Salesforce and ChatGPT: How to Enable Einstein GPT in Salesforce?

Many of our readers ask us for information on Salesforce and ChatGPT as well, and since this is a generative AI-focused article, we thought we could briefly discuss it now.

Einstein GPT is a great tool, but it is not your only generative AI option for creating content quickly.

ChatGPT is a super-popular AI technology that can generate text, code, and images almost instantly, thanks to its natural language processing model.

Salesforce ChatGPT: One Integration with Many Advantages

By combining Salesforce with ChatGPT, you get a few benefits. Let’s take a look at them now to see what is possible for the Salesforce GPT dynamic duo.

ChatGPT can give your business instant answers to incoming customer questions. This is a useful feature when your business is growing rapidly, and your employees are busy with other work tasks. By providing faster responses that are natural to customers, you ensure that they are not kept waiting for answers. This is a move in the right direction if you want to start improving your customer experiences.

Customer support teams will also find a ChatGPT and Salesforce integration helpful. When these two platforms are connected, they can automate manual and common tasks like responding to frequently asked questions or assisting with guides to troubleshoot known problems. The advantage here is that your customer service agents can spend their time on more important or higher-priority tasks.

Your lead qualification tasks can get easier, too. For example, when ChatGPT interacts with prospects, it can collect data and assign a score to their interest levels. Your sales teams can use this feature to their advantage by spending their time on only the leads already prioritized by ChatGPT and Salesforce as high value.

Although there are many other benefits, the last advantage of ChatGPT integration is that your employees can access Salesforce data from a chat window. As you can imagine, this capability allows employees to find customer information lightning-fast without having to jump between different platforms.

Frequently Asked Questions

What is Salesforce Einstein GPT?

It’s a Salesforce generative AI tool found in the Einstein platform. It is designed to work seamlessly with your sales, marketing, and customer service teams to generate customized content fast.

What is Einstein in Salesforce?

Einstein is an AI platform created by Salesforce for all your customer relationship management tasks. It adds value to your Salesforce data and business by providing a host of AI technologies to automate mundane sales, marketing, or customer service-related tasks.

How to use Einstein GPT in Salesforce?

You will first need to enable Einstein GPT in Salesforce. Simply navigate to the Quick Find box in Setup and search for Einstein Generative AI Setup. Once you find it, make sure to enable your Einstein Generative AI features. Now, you should have access to using Einstein GPT.

More Time for Customer Interactions

Thanks to Salesforce Einstein and AI technology, you can spend your hours wisely. Salesforce Einstein AI can help you automate tasks for your teams so that they can focus their attention on innovative ideas for attracting new customers, closing deals, and nurturing existing relationships. Take a look at our Salesforce CRM Analytics article if you want more Einstein reading material.

If you are looking for further ways to automate your Salesforce forms or workflows, make sure to check out Titan. Our platform integrates directly with Salesforce to generate custom documents and create web forms, apps, or surveys. We also have a comprehensive list of elements to complete your approval and workflow processes from end to end.

All of Titan’s apps are code-free, which means you get to reduce development costs and increase revenue streams, all while improving user experiences.

For more information, contact us through one of our social media channels below.

We hope to see you soon!

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.