The idea behind the unification of AI + Data + CRM is to develop a well-integrated and polymorphic platform where the data created once in any app could flow freely across other other Salesforce applications and third-party systems. With Salesforce Data Cloud embedded to the Einstein AI platform (now called the Einstein 1 Data Cloud) across Salesforce’s metadata framework will result in automation with dynamic data from Data Cloud – real-time data, and data from various different systems to build AI applications, automate data flows, and analyze data at scale.
Formerly known as Salesforce Genie, the Einstein 1 Data Cloud is an underlying metadata management framework that connects data across sources, makes it usable for AI and analysis through its integrations with Einstein 1, Tableau and Salesforce's CRM applications.
Moreover, Salesforce also announced the integration of Data Cloud with Databricks Lakehouse platform for seamless and efficient data sharing. Earlier, Salesforce also announced integration with Snowflake.
#6: Data Graphs in Einstein 1 Data Cloud
When you're setting up prompts or assigning skills using Prompt Builder or Skills Builder, you may need to make sure that Einstein AI platform can access all the necessary data to answer a user's question. This data might come from various integrated sources and involve multiple layers of data that go several objects deep.
To check if your data is set up correctly and is available for the Salesforce Einstein 1 platform, you can now use Data Graphs in Data Cloud. They help visualize the relationships between data model objects (DMOs), evaluate how different data pieces are connected, even if they go several layers deep. Just like Schema Builder, Data Graphs allow you to trace related fields, rearrange relationships of data points via drag-and-drop functionality, and ensure that correct data is being made available for Einstein AI.
#7: Data Cloud triggered flow
Think of Flows as automated sequences of actions in a system. They kick off when something specific occurs, like when data is updated. With Data Cloud integrated into the Einstein 1 platform, we can make these automated processes even more powerful.
Now, a Flow can start based on conditions related to Data Cloud, which is a source of real-time data and insights from various systems. For example, let's say you have a Flow that updates customer information when a new order is placed. With Data Cloud, this Flow can start running when conditions related to specific data or insights in Data Cloud are met. This ensures that your automated processes are driven by the most up-to-date and relevant information.
#8: The power of generative AI in Slack
Salesforce Dreamforce 2023 also came bearing some powerful innovations with Slack and the announcement of Slack AI, to help with three use cases - summarize threads, planned channel recap, and to search for answers within messages.
- As Ali Rayl, Senior Vice President - Product Management at Slack said, “People end up having these super long conversations in threads; hundreds of messages.” While they might not have the time to go through these, Slack AI will now empower them to have artificial intelligence summarize conversations for them.
- The planned channel “recap” will provide users a quick summary of conversations within a particular team channel. For example, if you have been away for days, weeks or months and don’t want to be bombarded with tons of messages to read, the AI tool will provide you with a summary of it.
- Slack will also use generative AI to provide better answers when users search for details in the app and provide an exact answer.
#9: Einstein GPT for developers
Salesforce Dreamforce 2023 also included major announcements for developers, including the launch of open beta for Einstein GPT. Developers can now download the VS Studio extension and explore the potential of this tool to take the next step of development evolution.
#10: The introduction of another industry cloud, Salesforce Life Sciences Cloud
Dreamforce 2023 also covered the introduction of Salesforce Life Sciences Cloud to transform patient care for pharmaceutical and medical device companies. This will come with a specific architecture to help get such enterprises up-and-running faster with the Salesforce platform.
Moving forward with insights from Salesforce Dreamforce 2023
Undeniably, Salesforce Dreamforce 2023 was a treasure trove of unbelievable insights and announcements all centered towards AI + Data + CRM + Customer Trust. There is a massive shift of focus and insights into how Salesforce plans on incorporating GenAI to its ecosystem to achieve more predictive, prescriptive and informative outcomes. As a Salesforce Crest (Gold) Partner, we’ve been assisting global enterprises in adopting Salesforce for innovation and making their most out of their investments. With expertise across all Salesforce Clouds, industry solutions, and other integrated systems such as MuleSoft, Slack, Tableau we can help streamline your business operations, refine digital experiences, and enhance intra-organizational collaboration. Connect with our Salesforce consultants to discuss how we can implement or transform your existing Salesforce solutions.