Salesforce ai use cases. Einstein Generative AI; Einstein Generative AI.
Salesforce ai use cases Users can take advantage of Data Cloud, using natural May 7, 2025 · Which AI use cases in Salesforce have the biggest impact? Yes, Salesforce AI is quite configurable. AI For Startups: 9 Use Cases For Growing Businesses Salesforce’s AI Research team is all about diving deep, thinking ahead, and making things happen fast. Jan 15, 2025 · Salesforce has earned its reputation as an agentic AI pioneer with the launch of Agentforce. This blog has shown how AI can make a difference in areas like sales, marketing, customer service, operations, security, finance, and HR. Now named a “Digital Labor Platform”, it sparks the beginnings of a human and AI hybrid workforce. Deflect routine customer service questions with chatbots. g. Choose your industry to see what Salesforce AI can do for you. 5 ways Salesforce is using AI [Case Study] [2025] 1. ”] Finally, gen AI can draft knowledge articles, converting details from one or more resolved cases into data-cleansed content appropriate for a general audience. Sep 9, 2024 · What is the Industries AI Use Case Library? The Industries AI Use Case Library represents a comprehensive and versatile set of pre-built, yet highly customizable AI capabilities. Mar 27, 2024 · It has a wide range of use cases across various industries, like retail and eCommerce, financial services, healthcare, hospitality, and manufacturing. Sep 9, 2024 · To help customers get started today, Salesforce created the AI Use Case Library, which features more than 100 Industries AI capabilities and dedicated use case libraries with resources on how to get started for every industry cloud. Marketing AI is a collection of AI features designed for Marketing Cloud. An AI agent is more than just intelligent software. An agent is a digital assistant, securely grounded in your Salesforce data, that can learn, adapt, and perform tasks without constant human intervention. Ready to unleash the power of your Salesforce platform? Connect with us. Step 2. AI-Driven Business Task Automation. Salesforce Einstein AI Platform Salesforce for Non-profits and Grantmakers delivers trusted, extensible AI built into the fabric of our platform. Let’s delve into its various use cases: AI-driven sales optimization Sep 2, 2024 · Announced at TrailblazerDX 2023, Salesforce launched Einstein GPT to deliver auto-generated AI content, right within the Salesforce platform. Related: Ways Airline Industry is using AI . AI agents can track orders, provide real-time updates, and resolve shipping issues without human intervention. Agentforce Use Case #1: Closing Deals While You Sleep. Best of all, setup is easy. Let’s look at how AI is transforming the industry, with real-world use cases and tips for deploying AI in telecom. Oct 3, 2019 · First, let’s discuss what a use case even is. Mar 2, 2024 · Create multiple communities for diverse use cases as required by your business. Salesforce for Non-profits and Grantmakers delivers trusted, extensible AI built into the fabric of our platform. Marketers can match corporate style to AI-generated content, sales personnel can customize lead scoring, and service directors can establish guidelines for case escalation and priority. First, let’s discuss what a use case even is. Use cases include content creation for marketing, software code generation, user interface design, and many others. See Salesforce use cases of the Experience Cloud in the next section. Salesforce. Whether you are in retail, healthcare, finance, technology, or public services, integrating Agentforce into your operations can enhance efficiency, improve customer May 21, 2024 · Generative AI for Salesforce Developers, what does this really mean for you? Generative AI has the potential to revolutionize your development workflow and how you work. Explore use cases for Salesforce Data Cloud across products and industries. Jun 28, 2024 · Find out which AI use cases are really possible in Salesforce in 2025, what the requirements are (e. Enjoy the flexibility to customize and integrate AI across your operations with the Salesforce Platform. For instance Nov 15, 2024 · Provided in partnership with Salesforce AI Research and dozens of customers, this free resource is based on real business data, real use cases, and real evaluations by subject matter experts (aka manual evaluations). The sheer volume of web pages that speak to AI’s capabilities, real-world applications, and separate hype from reality demonstrate two things: 3 days ago · Generative AI Use Cases. Your personal Agentforce Assistant boosts productivity, automates tasks, and optimizes every interaction. We’ll explore four ways we expect forward-thinking banks will use AI to improve both the employee and customer experience, as well as use cases, challenges, and future predictions. With the right communications CRM, you can start delivering these experiences and solutions to your customers immediately. If you’re using Agentforce, any of the use cases in the benchmark can be enabled with various LLMs. Agentforce automates repetitive tasks across departments such as customer service, finance, HR, and IT operations, reducing manual workload and improving accuracy. Then, using the correct prompt, request that the LLM provide similar cases — and the steps for resolution from a knowledge article. Recommend products to customers similar to ones they’ve already purchased or viewed An AI agent is more than just intelligent software. Feb 24, 2025 · Solution and features used. It also makes Feb 28, 2025 · Top 15 Salesforce Agentforce Use Cases 1. Bring AI to Your Business. This flexibility and continuous learning capability enable it to drive efficiencies while providing increasingly better support and solutions, making digital assistants an invaluable tool for improving customer experiences. Salesforce marketing cloud provides companies Dec 25, 2024 · Key Use Cases of Salesforce Agentforce. Companies that put AI to work reduce costs, are more efficient, and become more competitive. [AI-generated image using DreamStudio at stability. Below are some great examples: Predict the likelihood of a lead converting to a sale ; Deflect routine customer service questions with chatbots ; Recommend products to customers similar to ones they’ve already purchased or viewed An AI agent is more than just intelligent software. Southwest Airlines, a Dallas-based transportation company with over 120 airports around the world, used Sales Cloud to manage its corporate and cargo sales divisions. Here Einstein Generative AI; Einstein Generative AI. Use our AI to create customisable, predictive and generative AI experiences to fit all your organisational needs, safely. Build a prioritized AI backlog. And for all things Flow, check out the resources below. It's designed to learn and adapt to user interactions autonomously. Apr 9, 2024 · 7 Applications of Salesforce Einstein: Use Cases Marketing Cloud. One of the important Salesforce CRM use cases is email marketing campaigns. Since the launch of ChatGPT, its popularity has exploded. Aug 12, 2024 · Explore the Salesforce AI Use Case Library for inspiration! Discover practical use cases tailored for both out-of-the-box and custom AI solutions, applicable across any industry, and unlock more value from AI. There are many use cases for Einstein GPT, including Slack, sales, service, marketing, commerce, and app builders. May 19, 2025 · Use cases of Salesforce AI . Learn the best use cases for your team and see how Sales AI, grounded in CRM data, can increase seller efficiency and grow customer relationships. Unify data, simplify actions, and satisfy customers—all with Data Cloud. You can anticipate customer behavior, understand customer satisfaction, and create more personalized experiences. Create a search index on Case DMO The AI boom is here, which means it’s time to see how AI in government can make things run smoother for both organizations and constituents. How is AI Cloud protecting customer data used to fuel generative AI prompts? Leverage the Data Cloud vector database to index all cases and the knowledge base. As a [Technical Support Engineer] , I want to [provide customers with accurate and detailed product advice] so that I can [ensure a seamless experience and focus more on the technical cases that require my attention] . Examples: Automating data entry, document processing, and workflow approvals. Explore how to generate a sales pitch with Salesforce AI and see the use cases, benefits and step by step instructions. com Feb 6, 2025 · Salesforce Einstein AI is a combined set of various AI technologies that brings innovative capabilities to the Salesforce platform. Learn More Root Cause Analysis Jan 24, 2025 · It’s sometimes said that when it comes to AI agents like Salesforce’s flagship product Agentforce, the possibilities really are endless. The team used Salesforce’s versatile tools to design a comprehensive platform that empowers students and parents. Discover our 7 practical AI use cases your sales organization can implement right now to power productivity and grow revenue. AI has the potential to reshape every corner of your company, from sales to service, from marketing to commerce. For government and public sector organizations, a government CRM with AI capabilities can help make you more efficient and serve people in better ways, by streamlining data processing, automating processes, and communicating more effectively with If you aren’t sure, contact your Salesforce account executive to get started. Below are some great examples: Predict the likelihood of a lead converting to a sale. It includes machine learning, predictive analytics, and natural language processing, all designed to help businesses make smarter decisions. Data Cloud Live Demo Understand the power of Data Cloud by seeing it in action Salesforce for Nonprofits and Grantmakers delivers trusted, extensible AI built into the fabric of our platform. Enable Einstein Generative AI Nov 7, 2024 · We share strategic guidance on maximizing your Salesforce investments, in-depth insights on the latest Salesforce features and updates, cutting-edge solutions to integrate Salesforce with your broader tech stack, and expert analysis on trends shaping the future of CRM. Check out other Salesforce products to see how they can help you create more personalized customer journeys and make data-driven decisions. You can use conversational AI agents and integrate them with Salesforce to simplify processes, offer personalized interactions, or ensure efficient issue resolution. See full list on salesforceben. AI Cloud has infused trusted AI across every Salesforce product to help companies access generative AI and deliver trusted, AI-created content across every sales, service, marketing, commerce, and IT interaction, at a hyper-scale. Bringing Salesforce AI tools into your business can really help you out, making things run smoother and better in today’s competitive world. Browse practical use cases for out-of-the-box and custom AI solutions for any industry. These solutions are crafted to address industry-specific needs and challenges, reflecting Salesforce’s deep understanding of various sectors’ unique requirements. 4 days ago · Agentforce for Real Estate: Use Cases. What is Salesforce Agentforce? Salesforce Agentforce is a cloud-based platform designed to create and deploy AI agents to automate activities in customer service, sales, and operations. Nov 21, 2023 · We’re just getting started with Einstein for Flow. What you'll learn: AI in banking solutions; AI in banking: Safeguard data, privacy, security, and trust; Discover sales opportunities faster with AI. Some real-world examples are mentioned below: Email Marketing Campaigns. Sep 9, 2024 · Salesforce plans to release more tools as time goes on, but it kicked off the AI push with three use cases in its public-sector cloud: Benefit Application Review: Provides context to benefits An ai agent builder is a platform for building and customizing AI agents. Action Type Prompt Object Referenced Case Data Sources CRM, Flow How to Use the Action. This helps companies to understand client opinion and take the necessary steps to enhance customer experience. com: Salesforce Einstein Pricing and Readiness Guide. AI helps sellers at every stage of the sales cycle. Order and Shipping Management. Experience Cloud Use Case 1 – Carter Consultancy Services Define AI use cases with your customer at the center. Generative AI involves AI models generating output for tasks where there isn’t a single correct answer (e. . Here are some key benefits: Better Sales and Marketing: Einstein helps teams find the right potential customers more easily, which can mean more sales. Nov 8, 2024 · Similarly, you can use data and generative AI to author clinical business cases that you can use to support investment decisions. Simplifying order and shipping processes is one of the most popular use cases for Salesforce Agentforce. Explore how to optimize client meeting prep with Salesforce AI and see the use cases, benefits and step by step instructions. Einstein brings generative AI technology to your business at scale. The platform offers businesses a platform to build low-code autonomous AI agents that complete tasks within and beyond the Salesforce environment. , creative writing). Supercharge your workforce efficiency using generative AI and Einstein. Jun 13, 2019 · A recent Google search for the question, “What can AI do?” returned 2. 7 billion results. The World’s Largest Agentic AI Deployment? Salesforce Is Running It on Itself. May 5, 2025 · Here are some examples of how we determined a use case for Agentforce on Salesforce Help. There are many more use cases and capabilities we plan to address in the future. Choose your first AI project. Curious to know more about how Salesforce is embracing AI across our products? Dive into the 360 Blog. And here are some of the real-life Agentforce use cases for real estate. Nov 13, 2024 · Here are two illustrative Salesforce CRM use cases examples of how Southwest Airlines and T-Mobile leverage its features. Use AI in Salesforce to quickly understand your customers’ situations and moods, making your next call more efficient and positive. In this article, we provide a realistic picture of the possible uses of AI solutions from Salesforce. To get started with work summaries, turn on Einstein generative AI and Work Summaries. An AI use case is any particular way AI can be used to benefit you. It improves work, supports smarter decisions, and makes customers happier. Salesforce AI helps businesses in many ways. ai with the prompt, “A robot holds a shield in one hand, drawn in the style of a comic book. Feb 12, 2025 · Agentforce, the agentic layer of the Salesforce Platform, provides a mechanism for quickly developing and deploying customizable agents to handle a broad range of business use cases, from order status and tracking to scheduling and appointment management. Even more, companies that use this AI tool can stay ahead in a fast-changing market. Your Agentforce agent can automatically: qualify an overseas investor, provide detailed property analytics, prepare initial documentation, schedule a morning meeting. Salesforce AI, through its most prominent Einstein AI platform, is revolutionizing how businesses interact with their consumers, streamline operations, and boost profits. Feb 10, 2025 · Salesforce Agentforce is revolutionizing customer service across multiple industries by providing AI-driven automation, intelligent case management, and real-time insights. With a single intelligent AI agent, Edventure delivers tailored recommendations, real-time application updates, personalized course suggestions, and simplified scholarship guidance. Leveraging AI strategically places Salesforce as a leader in the CRM sector, establishing a standard for innovation and customer interaction in today’s digital era. The AI Use Case Library will be regularly updated with new capabilities, including those announced today for each Before you commit to implementing one or more personalization use cases, determine whether the use case aligns with your business goals, priorities, and other suitability criteria. See how. Some crucial applications for developers include: Rapid prototyping and innovation: Generative AI facilitates fast prototyping and refining of your ideas. May 30, 2025 · Key benefits of using Salesforce AI. Autonomous Agentforce Agents scale your team and drive growth. May 14, 2025 · It enables businesses to build and run AI agents directly in their core systems. Jul 9, 2024 · How does AI improve customer support in Salesforce? May 30, 2025 · Using artificial intelligence to drive growth is now essential in a business setting with narrow margins and intense competition. Explain what makes a good AI use case. Feb 14, 2023 · Salesforce Einstein Use Case in Building Community Sentiment Analysis: Einstein can analyze customer feedback and determine the sentiment behind it, whether it is positive, negative, or neutral. Let’s explore Agentforce use cases and understand its benefits. Retail Use Cases Drive conversions, build long-term customer loyalty, and remain competitive with personalization use cases that other customers have used for retail Jan 6, 2025 · By exploring AI use cases for startups and SMBs with tools like Salesforce’s Starter Suite, SMB Commerce storefront, and Agentforce, you’re setting up for a smarter, more connected future. Once you have secured funding to run a study, you can use predictive AI to pool scientific data, patient population data, market data, and prescribing data to design a clinical study. Turn on features. While that makes for a lovely – if a little cliché – soundbite, it may be more beneficial for businesses to find out actual use cases and real-world instances where the emerging technology has helped their bottom line. With Agentforce, our low-code Agent Builder that makes it easy to customize out-of-the-box agents or build new agents for any role, any industry, or any use case using existing tools like Flows, Prompts, Apex, and MuleSoft APIs to configure their agents. for data) and how you can benefit from using Einstein & Co. Use our AI to create customizable, predictive, and generative AI experiences to fit all your organizational needs, safely. AI has the power to transform all areas of the enterprise, including sales, service, marketing, legal, human resources, finance, information technology, product development, operations, and more. Our Einstein platform securely connects your Salesforce data with the power of large language models (LLMs) to create relevant, customized responses. With Salesforce, the world’s best-loved companies empower humans to do more with AI, acting on all their data to find deeper insights, drive automation, and create greater customer success. obvqv jiqzqb bfskvrk elivw uqmqt vihlc efpbr kewefqys okky vxxpho