Salesforce Einstein Copilot is an AI assistant that all Salesforce CRM users can opt for. Like most AI assistants dedicated to or connected to a specific platform, its primary goal is to make the platform more accessible, easier to use, easier to navigate, and more productive for the users. However, that doesn’t fully encompass Einstein Copilot because it’s not inherently leaning toward the platform and its functionality.
Einstein Copilot, as the official tagline states, is “grounded in your company data,” which reflects its consumer and consumer-data leaning build, as well as a high relevance factor. This is also why it’s not comparable to a typical LLM; it doesn’t just assist you and help you find the right answers to your questions (whether they regard Salesforce or your data); it can also perform certain actions with your permissions. This may include analyzing customer purchase patterns to recommend products or analyzing behavior patterns from customer data. It leverages already mature LLMs to understand the intent but enhances it by grounding its responses in your company’s data, making them far more relevant. The Copilot itself has a small learning curve and you can even minimize that if you can hire Salesforce programmers/engineers for onboarding and integrations. Once you know how it works, you can significantly enhance your productivity and achieve much more with the platform.
Source: Originally published by Programmers.io
