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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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Rapid Success for 3 Financing Businesses – CloudMyBiz at Dreamforce 2018

Rapid Success for 3 Financing Businesses – CloudMyBiz at Dreamforce 2018

Every year, Dreamforce brings together thousands of professionals from all different realms of business, the one connecting thread: Salesforce. Salesforce, as it has been well documented, is the world’s #1 CRM and is what we at CloudMyBiz build or custom solutions on to provide clients better business processes that lead to improved ROI, growth and a foundation for success.

This year at Dreamforce, we were honored to be selected as a Consulting Partner Speaker. The topic of our presentation session:

Rapid Success for 3 Small Financing Businesses Through Salesforce

Watch the recording here!

Presentation Overview:

 The 40 minute presentation was a dive into 3 different consulting and implementation projects from our recent history. All 3 clients are in the Alternative Lending Industry, but they all had unique businesses processes and challenges. Our custom Salesforce development, combined with the implementation of our FUNDINGO Loan Management Frameworks  was able to meet all of thier individual needs, and set them on the road to success.

Henry Abenaim – CloudMyBiz Founder and Principal Consultant

Not only did we enjoy putting together and giving this presentation, but it was also great to meet and connect with so many interested individuals at the session! We hope you find the recording helpful, and if you are interested, we have made the powerpoint slides available to download below.

Download the Presentation Slides Here!

Ready to join these 3 clients and implement the new foundation to your business success?

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The CloudMyBiz – Dreamforce 2018 Guide and Essential Tips

The CloudMyBiz – Dreamforce 2018 Guide and Essential Tips


There has been much written about Dreamforce. From eager anticipation to all-out comprehensive guides, the Salesforce sphere of influence gets a little Dreamforce crazy this time of year. With Dreamforce just one week away, people are now beginning to plan their events and figure out the best way to spend their time. If you are attending this year, there are two events that you might not know about but you definitely don’t want to miss:

CloudMyBiz will be presenting twice at Dreamforce 2018

Session One:  Rapid Success for 3 Small Financing Businesses through Salesforce – Partner Session

Session Two: Circles of Success for Partners: Tips & Tricks From the Ecosystem

We are very excited to have been chosen to speak not once but twice, so mark these sessions on your calendar! You definitely want to be there! Feel free to contact us if you would like to schedule a meeting.

What’s that? You don’t have a calendar and you don’t know where the Park Central Hotel is? Well, we have you covered! Below are a number of links to some of the best Dreamforce 2018 articles and guides to give you all the essential information you need to have an amazing time at Dreamforce 2018!


Essential Dreamforce Links

Dreamforce Campus Map – https://apttus.com/dreamforce/campus-map/

Prepping for Dreamforce – https://www.cio.com/article/3296759/customer-relationship-management/prepping-for-dreamforce-2018.html

Everything You Need to Know About Dreamforce – https://www.entrepreneur.com/article/318358

Guide to Dreamforce – https://www.salesforceben.com/your-guide-to-2700-salesforce-sessions-at-dreamforce/

Ultimate Dreamforce Parties – https://www.salesforceben.com/ultimate-dreamforce-parties-2018/