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How Salesforce is Approaching AI

How Salesforce is Approaching AI

It was a big part of Dreamforce 2019. It was the subject of a handful of keynotes. And it is slowly creeping into everyday aspects of our lives. The “It” is AI.

AI, in the form of Einstein, is quickly growing in role and importance inside the Salesforce platform. However, the AI of Salesforce isn’t exactly the AI that is more commonly thought of by most people. In general, AI simply refers to a machine that is able to have experiences, process them, learn from them, and change its future behavior based upon that growing body of knowledge.

In regard to Salesforce, the company isn’t looking to build a walking, talking robot that can pass for a human (or at least they haven’t told us about it yet). Instead, they have set their sights on something simpler and with directly tangible benefits, namely, getting better insights and results from your CRM data and leaving the creation of Skynet to Google or Amazon.

Practically speaking, this means that the Salesforce AI will begin influencing many many aspects of the platform, delivering analysis recommendations, helping you find data or results faster and generally doing complex data crunching tasks with ease. The idea isn’t to replace workers, but to enable them to do their jobs better and faster.

For a bit more on Salesforce and AI, see the link below and hear from the Salesforce’s Chief Scientist

 

Click to learn more!

-Ryan and the CloudMyBiz Team

 


 

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Coming Soon: Einstein Opportunity Scoring for Salesforce

Coming Soon: Einstein Opportunity Scoring for Salesforce

Announced as a part of the Spring release of Salesforce for 2020, a previously paid feature of Einstein is going widespread. Einstein Opportunity Scoring will be fully available to all Salesforce Sales Cloud users who have Enterprise, Performance, or Unlimited Editions.

What does Einstein Opportunity Scoring give you? The Einstein AI essentially gives sales reps and managers an intuitive, real time rating of each opportunity based on current and previous data. Scores are on a scale of 1 – 99, with some key positives and negatives highlights.

So if your org qualifies, keep a look out for this feature once Spring ‘20 rolls out, as admins will need to activate the Einstein Scoring feature.

Click to read the release notes!

 

-Ryan and the CloudMyBiz Team


 

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What Can You Do with Einstein Voice for Salesforce?

What Can You Do with Einstein Voice for Salesforce?

Announced at Dreamforce, Salesforce is improving their Einstein Voice product with the intention to make it a central, and heavily utilized features across their entire platform. Einstein Voice was announced over a year ago, and the newest set of updates and features are known as Einstein Voice Skills – enabling admins and developers to build custom, voice-powered Salesforce apps tailored to any role or industry, giving every employee a personalized CRM guide.

Einstein Voice, similar to Google’s Alexa or Apple’s Siri, is a voice powered AI that can help users with all things Salesforce. However, with the new updates, Einstein will be more than just a voice activated search feature.

Users can update Salesforce records and create tasks using natural language requests, or tap Einstein Vice Assistant to navigate through Einstein Analytics dashboards and surface metrics like open service cases and performance guidance. You can also set it up to deliver a daily brief of “key priorities” like upcoming calendar appointments and teams pipeline updates.Finally, because Einstein is siloed and restricts data pulls to individual users’ accounts, it can be “taught” to recognize jargon, acronyms, and slang in an organization’s lexicon.

What voice activated AI would be complete without its own designated speaker device? Salesforce also unveiled its Einstein Smart Speaker, which offers tantalizing possibilities. Imagine being in a meeting room, and being able to ask, “Einstein, what is our closing ratio for this year? And how much did that improve over last year?” and rapidly getting the answer from your AI assistant!

Einstein Voice is currently in Beta, and expected to be fully released in 2021

 

Click to learn more!

 

-Ryan and the CloudMyBiz Team

 


 

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Salesforce to Enhance Data by Purchasing Tableau

Salesforce to Enhance Data by Purchasing Tableau

One of the biggest values within the Salesforce CRM to date has been the data analysis and reporting tools. Companies with large volumes of high-quality data in their Salesforce CRM have been reaping the benefits for years, as the various reports have let them drill down into some extremely granular, but important details of their business.

The addition of the new Lightning UI has yielded a bevy of new visual upgrades to the reports, so now all that powerful data is super easy on the eyes, and allows companies to get that impactful, visual understanding of what is going on. 

If all of that wasn’t enough, last month Salesforce announced that they will be purchasing Tableau for $15.7B. Tableau is one of the leading data analytics and visualization platforms on the market, and such a large purchase is sure to yield significant results to the Salesforce platform.

 

 

Speculation is high on just exactly how Salesforce and Tableau will work together, especially considering that Salesforce already has its Einstein AI and Analytics platform up and running.

The takeover is sure to be slow, as the two large companies find a way to mesh, and the technologies slowly integrate. 

However, down the road, we are sure to see all of that Tableau technology popping up here and there in Salesforce. And those already awesome looking Lightning Reports? Who knows, but there’s a decent chance we will start seeing even more improvements and upgrades. 

-Ryan and the CloudMyBiz Team

 


 

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Things to know about Einstein Activity Capture

Things to know about Einstein Activity Capture

Salesforce has put a lot of energy into promoting Einstein Analytics in 2019. And for good reason, the predictive AI software is pretty powerful and integrated with Salesforce, it can give a big boost to your company. Einstein can be applied to many areas of CRM, from analyzing your pipeline to automating workflows. A less glamorous, but certainly valuable feature, is Einstein Activity Capture.

What is Einstein Activity Capture?

Einstein Activity Capture is a tool that lets you easily sync up your email, calendar, and Salesforce. It works in two ways, 1) capturing email and events from either your Microsoft or Google account, and then adds them to the activity timeline of any related records in Salesforce, thus saving you the step of manually entering activities into Salesforce. And 2) syncing events and contacts between Salesforce and your Microsoft or Google account.

These two features work hand in hand. Capture grabs the data and holds it for a brief period of time so you can see and use it, sync, when setup, then saves and stores the data in the system.

Sounds pretty great right? And it is, however, it isn’t as easy as snapping your fingers. Activity capture requires some setup and a bit of admin work to make sure it works the way you want it to.

Considerations for Activity Capture

There are a number of technical considerations and restrictions you need to be aware of before diving into Activity Capture. We highlight some of the key elements below, however, for a complete list, click here.

General

  • By default, Einstein Activity Capture configurations capture emails and events. But you decide whether to sync contacts and events and in what direction.
  • The capture functionality of Einstein Activity Capture is supported in sandbox environments but sync is not. After you set up Einstein Activity Capture in sandbox, any sandbox refresh turns off Einstein Activity Capture and removes all connected accounts from the sandbox.

Capture

  • Custom objects aren’t supported. When emails are sent from a custom object, the email is logged on the activity timeline of the associated contact.
  • Activities added to Salesforce with Einstein Activity Capture are stored outside of Salesforce and don’t affect your Salesforce data allocations. There’s no additional costs for this storage.
  • The Last Activity field on accounts, contacts, leads, opportunities, and person accounts doesn’t reflect emails and events added to Salesforce with Einstein Activity Capture.

Sync

  • Recurring events aren’t synced.
  • You can sync contacts and events with Einstein Activity Capture or Lightning sync, but not both.
  • If you turn off Einstein Activity Capture, we stop syncing events. If you turn on Einstein Activity Capture later, events that you created while Einstein Activity Capture was off don’t appear on Salesforce calendar. This condition is true even if the events occur in the future.

Analytics

  • Because activities added to Salesforce with Einstein Activity Capture aren’t stored in Salesforce, they don’t show up in standard Salesforce reports. However, Einstein Activity Capture provides access to the Activities dashboard, which summarizes sales activities added to Salesforce manually and by Einstein Activity Capture.
  • To access the Activities dashboard, API access is required. If you use Professional Edition, you must purchase API access. If you use Salesforce Essentials, you can’t access the Activities dashboard because API access isn’t available.

Click here to see the Activty Capture setup guide

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-Ryan and the CloudMyBiz Team

 


 

Want to get started with Salesforce?

Need some custom consulting or development to enhance the Salesforce you already have?

 

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