Discover AI that knows your business — and helps it grow. Generate trusted, relevant responses grounded in secure CRM data. Integrate actionable AI across your existing workflows, so you can focus on what matters most — driving revenue and building customer relationships.
Source: 2023 Salesforce Customer Success Metrics
Ditch those irrelevant outputs. With Salesforce, you can build and power AI with a complete CRM. That means every response is grounded in your business data, metadata, and proprietary models — streamlining sales pipeline, expediting service cases, and driving revenue.
Generate tailored responses with AI that's natively connected to your CRM and harmonised data from Data Cloud. Power AI-driven insights you can act on right in the flow of work — without expensive model training.
Work with AI easily. Chat with Einstein Copilot, your AI assistant for CRM, in dynamic, multi-turn conversations. Using the full context of your data, metadata, prompts, and workflows, Einstein can intelligently reason and execute actions to complete any task.
The Einstein Trust Layer ensures the safety and accuracy of AI across your business with monitoring, auditing, feedback, and more. Benefit from the scale of foundation LLMs, or safely bring your own model without compromising data privacy and security.
Learn how generative AI suggests replies and articles to help agents resolve more cases.
Learn how Crexi’s sales team focuses 80% of its time on customers when AI takes on admin tasks.
General Mills deepens consumer engagement using data on their recipe and philanthropic preferences.
Learn how the company powers business success using Einstein 1 Sales to boost efficiency.
Say hello to the Einstein 1 Platform. One comprehensive platform for your business to grow relationships, productivity, and revenue with trusted AI — powered by your CRM data and metadata.
Configure and manage a single AI assistant for every Salesforce app, employee, and department. Engage with natural language and receive a trusted plan of business actions, generated by the planner service with complete context.
Augment every business task with embedded generative experiences across your Salesforce apps and workflows. Build reusable prompt templates, grounded in unified data, and activate them across Einstein Copilot, Flows, and Apex.
Bring together all of your business data, both structured and unstructured, on a single platform. Harmonise it into relevant data points to effectively ground generative AI and create high-quality outputs.
Bring your own ML models. Connect your existing LLMs to the Einstein Trust Layer. Build custom predictive models with no-code on your Data Cloud data. It’s all managed from a unified control plane.
Build and extend AI for CRM. Bring tailored AI experiences into the flow of work, including Einstein Copilot, with low-code AI builders for actions, prompts, and models.
Deploy generative AI with foundation or proprietary LLMs while protecting your data. Use permissions and access controls, sensitive data masking, zero data retention, and more.
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Salesforce's AI offerings are grouped into packages and priced on a per-user, per-month model — much like many other Salesforce products. This gives you assurance that your employees always have access to predictive and generative AI to get their work done faster. For more information on pricing, chat with our sales experts.
Data Cloud puts all of your data to work for your customers. It is deeply embedded in the Einstein 1 Platform, which means any external data lake or warehouse can now drive actions and workflows inside of your CRM. Data Cloud is about more than just bringing data together. It’s about bringing entire organisations together around the customer to improve experiences and drive growth.
Salesforce Einstein Copilot is a conversational AI assistant integrated into the Salesforce Platform designed to enhance user productivity by providing AI-driven suggestions and automating routine tasks within the Salesforce ecosystem.
A reasoning engine is an AI system that mimics human grade decision-making and problem-solving capabilities based on certain rules, data, and logic. Einstein Copilot’s reasoning engine interacts with a large language model (LLM) by analysing the full context of the user’s prompt, determining the actions or series of actions to use, and generating the output.
AI prompt builders help users create and refine prompts to get quality output from an LLM. Some of the typical features include the ability to write instructions, provide grounding data, configure LLM parameters, and test the prompt against an LLM. Salesforce's Prompt Builder uniquely secures user data, allows customers to build trusted prompts using clicks, and grounds the prompts with relevant CRM data.
AI for CRM (Customer Relationship Management) refers to the integration of artificial intelligence technologies into CRM systems to enhance customer interactions, streamline processes, improve overall efficiency and drive revenue growth.
