Salesforce Embeds More AI Into Its Platform

Salesforce Building

Salesforce seems to have two things in mind lately: a need to streamline work across platforms and to add more AI capabilities to its products. Its August redesign of Slack simplified the use of multiple workspaces while its earlier launch of the native Slack GPT eased generative AI app integrations worked with the company’s Einstein GPT to help users “tap into” employee knowledge and secure customer data insights.

Now, in another move to streamline access to and implementation of AI and business data, Salesforce announced “significant” updates to its Einstein 1 Platform, adding copilot search functionality along with a Data Cloud Vector Database.

Built into Einstein 1, the Data Cloud Vector enables AI, automation and analytics across all of the companyy’s CRM applications. Data Cloud will also power Einstein Copilot Search, enhancing Salesforce’s generative AI assistant with new search capabilities.

Salesforce said the Data Cloud Vector Database eliminates the need to fine-tune large language models and allows customers to use a variety of data types across applications and workflows. The platform will unify unstructured data – including PDFs, emails, documents and transcripts – with structured data such purchase histories or inventory.

The Einstein Copilot, scheduled for launch in February, will include AI search capabilities that respond to complex queries by tapping into diverse data sources, Salesforce said. Einstein Copilot Search will be able to solve problems and generate content by accessing real-time unstructured and structured business data.

Simplifying Salesforce Implementations

Salesforce also launched Unlimited Edition+, a new technology package meant to simplify the implementation of AI, data and CRM solutions. The package helps Salesforce customers work with technology across Slack, Sales Cloud, Service Cloud, Einstein AI, Data Cloud, Tableau and Industries in a single offering.

Even as AI sweeps across the business landscape, Salesforce believes its implementation and use is complicated by siloed data and disjointed tech stacks. Some 60% of IT leaders say generative AI won’t integrate into their tech stack, Salesforce said.

“Our customers are consistently evaluating and working to simplify their complicated technology portfolio and are looking to us to help them be more productive and efficient,” said Bill Patterson, Salesforce’s EVP of Corporate Strategy. The new bundles will help customers “move faster, reduce complexity and better compete with the latest technology as they navigate this new AI era.”

New Partnerships

Separately, Salesforce and ADP said they’ll “reimagine” ADP’s client experience by driving increased collaboration and helping ADP’s service teams apply information retrieved from ADP’s platform to their work. Salesforce and Apple also announced new integrations to Salesforce solutions such as Service Cloud’s Apple Messages for Business. These features will give clients a greater ability to tie into Apple’s ecosystem and customer base.

Image: Salesforce

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