Salesforce AI
Use Case Library
Get inspired to get more value from AI. Browse practical use cases for out-of-the-box and custom AI solutions for any industry.
Salesforce AI
Choose your industry to see what Salesforce AI can do for you.
AI Use Cases
Filter by
57
Results
No items found
Insurance Claims Management
Enhance insurance claims management with AI-generated summaries and automated workflows for financial services.
Client Meeting Preparation
Ease the process of preparing for meetings by using AI to create brief summaries of recent communications and interactions into one overview.
Complaints Management
Simplify financial services complaints management with AI-powered tools and AI-generated summaries that expedite the process.
Personalized Engagement
Use data and AI to create personalized interactions and summaries for clients in the banking, wealth management, and insurance industries.
Transaction Dispute Management
Skip the manual dispute process with AI-powered tools that streamline transaction dispute management in financial services.
Benefit Application Review
Access comprehensive application histories and easily compare versions, enhancing decision-making and streamlining management.
Digital Assessment Generation
Convert paper assessments to digital easily using Salesforce built for public sector.
Inspection Preparation
Get detailed summaries of prior violations and license compliance, ensuring efficient inspections and timely renewals.
Participant Recruitment and Enrollment
Find and enroll the right candidates for each study with AI-powered candidate auto-matching capabilities.
Provider Network Management
Gain a 360 degree view of the network and quickly review provider information and past performance to optimize network adequacy and lower patient wait times.
Forecast Summary
See how AI can summarize forecast data to provide real-time insights, detect anomalies, and identify trends to improve performance and forecast accuracy.
Asset Telemetry Summary
See how AI can summarize asset telemetry data to provide an overall asset condition and recommend actions for predictive maintenance.
Ready to take the next step with the world’s #1 CRM for AI?
Talk to an expert.
Tell us a bit more so the right person can reach out faster.
Stay up to date.
Get the latest research, industry insights, and product news delivered straight to your inbox.
