Salesforce AI + Data Community Tour Slides - Canarias

AI + Data
Community Tour
Canarias Admin Group
19 June 2024
Learn about Einstein Copilot,
Prompt Builder, and Data Cloud

Forward Looking Statements
This presentation contains forward-looking statements about, among other things, trend analyses and statements regarding future events, future financial performance, anticipated growth, industry prospects,
environmental, social and governance goals, our strategies, expectation or plans regarding our investments, including strategic investments or acquisitions, our beliefs or expectations regarding our competition, our
intentions regarding use of future earnings or dividends, and the expected timing of product releases and enhancements. The achievement or success of the matters covered by such forward-looking statements
involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, Salesforce’s results could differ materially from the results expressed or implied by
these forward-looking statements. The risks and uncertainties referred to above include those factors discussed in Salesforce’s reports filed from time to time with the Securities and Exchange Commission, including,
but not limited to: our ability to maintain security levels and service performance that meet the expectations of our customers, and the resources and costs required to avoid unanticipated downtime and prevent,
detect and remediate performance degradation and security breaches; the expenses associated with our data centers and third-party infrastructure providers; our ability to secure additional data center capacity; our
reliance on third-party hardware, software and platform providers; uncertainties regarding AI technologies and its integration into our product offerings; the effect of evolving domestic and foreign government
regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls;
current and potential litigation involving us or our industry, including litigation involving acquired entities, and the resolution or settlement thereof; regulatory developments and regulatory investigations involving us or
affecting our industry; our ability to successfully introduce new services and product features, including any efforts to expand our services; the success of our strategy of acquiring or making investments in
complementary businesses, joint ventures, services, technologies and intellectual property rights; our ability to complete, on a timely basis or at all, announced transactions; our ability to realize the benefits from
acquisitions, strategic partnerships, joint ventures and investments, and successfully integrate acquired businesses and technologies; our ability to compete in the markets in which we participate; the success of our
business strategy and our plan to build our business, including our strategy to be a leading provider of enterprise cloud computing applications and platforms; our ability to execute our business plans; our ability to
continue to grow unearned revenue and remaining performance obligation; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; our ability to limit
customer attrition and costs related to those efforts; the success of our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and
operations, including as a result of acquisitions; our ability to preserve our workplace culture, including as a result of our decisions regarding our current and future office environments or remote work policies; our
dependency on the development and maintenance of the infrastructure of the Internet; our real estate and office facilities strategy and related costs and uncertainties; fluctuations in, and our ability to predict, our
operating results and cash flows; the variability in our results arising from the accounting for term license revenue products; the performance and fair value of our investments in complementary businesses through our
strategic investment portfolio; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within
our strategic investment portfolio; our ability to protect our intellectual property rights; our ability to maintain and enhance our brands; the impact of foreign currency exchange rate and interest rate fluctuations on our
results; the valuation of our deferred tax assets and the release of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax
laws; uncertainties affecting our ability to estimate our tax rate; uncertainties regarding our tax obligations in connection with potential jurisdictional transfers of intellectual property, including the tax rate, the timing of
transfers and the value of such transferred intellectual property; uncertainties regarding the effect of general economic, business and market conditions, including inflationary pressures, general economic downturn or
recession, market volatility, increasing interest rates, changes in monetary policy and the prospect of a shutdown of the U.S. federal government; the potential impact of financial institution instability; the impact of
geopolitical events, including the ongoing armed conflict in Europe; uncertainties regarding the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; our ability to execute
our share repurchase program; our ability to comply with our debt covenants and lease obligations; the impact of climate change, natural disasters and actual or threatened public health emergencies; expected
benefits of and timing of completion of the restructuring plan and the expected costs and charges of the restructuring plan, including, among other things, the risk that the restructuring costs and charges may be
greater than we anticipate, our restructuring efforts may adversely affect our internal programs and ability to recruit and retain skilled and motivated personnel, our restructuring efforts may be distracting to employees
and management, our restructuring efforts may negatively impact our business operations and reputation with or ability to serve customers, and our restructuring efforts may not generate their intended benefits to the
extent or as quickly as anticipated; and our ability to achieve our aspirations, goals and projections related to our environmental, social and governance initiatives, including our ability to comply with emerging
corporate responsibility regulations.
September 8, 2023

Alba Rivas
Principal Developer Advocate
salesforce.com/trailblazer/arivas
arivas@salesforce.com
/in/alba-rivas
@AlbaSFDC

Einstein 1 Studio
Prompt Builder + demo
Einstein Copilot + demo
Data Cloud + AI
Agenda

We’re in an AI revolution
Wave 2
Generative
Predictive
Wave 1
Autonomous
Agents
Artiﬁcial General
Intelligence
Wave 4
Wave 3

Einstein 1
Platform
Hyperforce
Einstein
Trust Layer
Einstein 1
Studio
Your Models
or LLMs
Salesforce
Provided
Models
Apps &
Workflows Sales Service
Model Agility
Data Cloud
Trusted AI + Data Architecture
Marketing Commerce Tableau Industries
Prompt
Builder
Copilot
Builder
Model
Builder
RAG,
Semantic Search
Monitoring,
Governance
Data Residency Compliance End to End Encryption Net Zero
Real-Time
Lakehouse
Structured &
Unstructured
Unified
Profiles
Data
Actions
Vector
Database
Your
Lake
Unified Metadata Framework
Einstein Copilot
Secure Data
Retrieval
Dynamic
Grounding
Data
Masking
Toxicity
Detection
Audit Trail,
Feedback
Zero Data
Retention

How can YOU
build with AI + Data on
Salesforce?

Copilot Builder
Extend your Einstein Copilot
through custom actions
Prompt Builder
Activate prompts in the
ﬂow of work
Model Builder
Build or bring your own
AI models to Salesforce
Einstein 1 Studio
New

Generative AI
How does it work
Trained with
public data
Response
Prompt
LLM
User

Generative AI in CRM
Challenges
Response
Prompt
LLM
User
May include
hallucinations,
toxicity …
Will contain
private customer
data!!
How do we
connect
prompts to the
CRM?

Generative AI in Salesforce
Processed
securely
Generation
Prompt
Template
Easily grounded in
customer data
Sent securely
Fully integrated with
the CRM
Response
Prompt
External
System
LLM
Einstein Trust Layer
…
…
Zero retention
agreements

Prompt Builder
Activate prompts in the flow of work
Build trusted generative AI with ease
Help employees finish tasks faster by creating prompt
templates that summarize and generate content with
clicks
Enrich prompts with your data
Create more relevant prompts grounded in your business
data from CRM, Data Cloud, and external sources
Augment every business task
Build prompts once and reuse them everywhere in
Einstein Copilot, Lightning pages, and flows
Field Generation Templates GA | Now
Flex Templates GA | Now
Record Summary Templates GA | Now
Sales Email Templates GA | Now
GA

Prompt template
type
Description Inputs Entry points
Sales Email
Draft personalized emails through Email
Composer.
Contact or lead, and
optionally another object of
your choice
Email Composer
Flow
Apex
REST API
Copilot action
Field Generation
Generate text to be stored in a custom ﬁeld
within a record page.
An object of your choice
Record page
Flow
Apex
REST API
Copilot action
Record Summary
Generate a summary for a record to be used in
Einstein Copilot.
An object of your choice Copilot action
Flex Generate text to be used anywhere.
Up to ﬁve objects of your
choice
Flow
Apex
REST API
Copilot action
Prompt Builder Template Types

Prompt Builder
Summer ‘24 Updates
Improved Prompt Error Messages
Surface relevant context to users for more efficient
debugging.
String Inputs in Prompt Builder
Text input can be used to ground a prompt template,
enabling grounding use cases beyond field data.
Record Snapshot Grounding
Automatically ground your prompts in relevant fields from
the page layout.
Large Text Inputs
Eliminate input errors related to the length of prompts.
Structured Outputs
Generate LLM Output in JSON.
June
GA
June
June
June

Audit Trail
Generations
Feedback
Framework
Toxicity
Detection
Data
Demasking
Einstein
Generative
Gateway
Secure Data
Retrieval
Grounding
Prompt
Defense
Data
Masking
Prompt
Inputs
Data Providers
LLM
External
System
Completion
Prompt
Template
Zero retention
agreements

Einstein 1 Studio
Prompt Builder + demo
Einstein Copilot + demo
Data Cloud + AI
Get Hands-on
Agenda

Reason through asks, then securely
take action to get work done
Einstein Copilot
One conversational
AI assistant across every app
GA
New

How Einstein Copilot works for you
Conversation Outcome
Plan Execution
Can you create
an email for my
top open
opportunity this
week?
Hi, I’m Einstein,
your trusted AI
assistant.
Einstein generates a plan of action
Engage Einstein with any task
Identify Record
Revise Email
Dra Email
Identify Record
Einstein invokes actions grounding
AI in your data
CRM
Data Cloud
External
User Input
Einstein generates a response
Einstein Trust Layer (LLM Gateway)
Custom Action
C

Apex
Standard
Actions
Platform Actions
Cloud Actions
Salesforce
Customers
Prompt Template Flow
External Service
Forward looking
Actions Overview
Custom
Actions
Invoke

Conversational AI, grounded in your
data and metadata
Opportunities
Cases
Engagement events
Knowledge articles
Customizations
Page context
Permissions
Automations
Data Metadata

Einstein Copilot
Summer ‘24 Updates
Scratch Org Support
Build and test new Copilot features in scratch orgs
Metadata API
Deploy custom actions and copilot customization across
environments
Page Context
Automatically pass page context to planner service for
actions
Standard and Custom Topic Support
Eliminate input errors related to the length of prompts
GA
GA
GA
Beta

Data Systems Connect at Hyperscale
How Data Cloud works
Out-of-the-Box
Connectors
MuleSoft Anypoint
Platform
Data Bundles
Streaming & Batch
Data Ingestion
Streaming & Batch
Data Transforms
Harmonize
Data Spaces
Data Models
Data Graphs
Data Mapping
Identity Resolution
Segmentation
Calculated Insights
Analytics
Activate
Automations
Open Access
Bring Your Own Lake
First-Party Advertising
AppExchange
MuleSoft
Segment Generation
Segment Generation
Einstein Studio
Google Vertex AI
Amazon SageMaker
Einstein Copilot Studio
Google Vertex AI
Amazon SageMaker
Grounded AI
Bring Your Own
Lake
CRM
Cloud Storage
Amazon S3
Google Cloud
Microsoft Azure
Data Lakes & Warehouses
Snowﬂake
Google BigQuery
Mobile & Web
APIs & SDKs
Legacy Systems

Data Cloud grounds prompts
in your trusted data
Augmented
Prompt
Grounding
Enrichments
DMOs
Data Graphs
Copilot search (RAG)
Button
Copilot
Flow
Prompt
Generated Response
Secure
Gateway
Any
Model
Einstein
Trust
Layer Pilot

Resources
sforce.co/th-copilot sforce.co/th-data-cloud
sforce.co/th-prompt-builder

sforce.co/BuiltWithEinstein
Get hands on with Prompt Builder and Copilot
Builder for a chance to win a Dreamforce pass
or #BuiltWithEinstein T-shirt.
Take the
#BuiltWithEinstein Quest

Salesforce AI + Data Community Tour Slides - Canarias

Recommended

Recommended

More Related Content

Similar to Salesforce AI + Data Community Tour Slides - Canarias

Similar to Salesforce AI + Data Community Tour Slides - Canarias (20)

Recently uploaded

Recently uploaded (20)

Salesforce AI + Data Community Tour Slides - Canarias