Hands-On Salesforce Einstein Studio and GPT Intelligence: Transform your CRM with AI for enhanced productivity with value-driven implementation
Kubon, Joseph, Pond, Luke, Forbes, Andy
- 出版商: Packt Publishing
- 出版日期: 2024-09-27
- 售價: $1,670
- 貴賓價: 9.5 折 $1,587
- 語言: 英文
- 頁數: 340
- 裝訂: Quality Paper - also called trade paper
- ISBN: 1836203772
- ISBN-13: 9781836203773
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相關分類:
人工智慧
海外代購書籍(需單獨結帳)
相關主題
商品描述
Prepare for the future of CRM with the first exclusive guide to optimizing Salesforce automations with Einstein Copilots
Key Features:
- Gain essential insights to seamlessly transition from traditional model to AI-driven models and optimize CRM workflows
- Configure and integrate AI tools with various Salesforce components to achieve enhanced functionality
- Learn from seasoned Salesforce experts to drive business growth and improve customer experiences
- Purchase of the print or Kindle book includes a free PDF eBook
Book Description:
Salesforce continues to expand the capabilities of Einstein Copilot, ensuring its ability to meet evolving critical business needs. This definitive guide to implementing Salesforce Einstein Copilot is written by a team of highly experienced Salesforce professionals with decades of experience in AI, data engineering, and Salesforce solutions. The book showcases practical use cases and offers strategic insights into AI integration within CRM systems, providing you with a comprehensive understanding of how to leverage this powerful tool.
You'll develop a thorough understanding of various use cases and practical applications of Einstein Copilot across different Salesforce clouds, including Sales, Service, Marketing, and Commerce. Equipped with strategic insights from seasoned Salesforce experts, you'll be prepared to navigate the future of AI-driven CRM, enhancing your ability to drive productivity and innovation within your organization. Ultimately, you'll become well versed in the transformative potential of AI, ready to harness its power to achieve superior business outcomes.
By the end of this book, you'll be able to effectively implement Salesforce Einstein Copilot within your CRM systems, leveraging AI to optimize information and streamline business processes.
What You Will Learn:
- Use Prompt Builder, Model Builder, and Copilot Actions to drive enhanced productivity for sales and service teams
- Create and manage effective user prompts to streamline interactions
- Implement and customize Copilot Actions to automate complex workflows and improve efficiency
- Develop, train, and deploy custom AI models with Model Builder to address specific business needs
- Centralize and harmonize customer data using Data Cloud to gain unified insights
- Tailor Copilot's features to meet unique business requirements, ensuring maximum relevance and effectiveness
Who this book is for:
This book is for Salesforce professionals, including administrators, developers, and consultants, who want to leverage their Salesforce skills using AI to optimize business processes, enhance customer experiences, and drive growth.
Table of Contents
- Introduction to Salesforce Einstein Copilot
- Setting Up Einstein Studio
- Utilizing Prompt Builder
- Working with Copilot Builder
- How Data Cloud Works with Einstein Studio
- Exploring Functionalities of Model Builder
- Leveraging Copilot Actions with Flows and More
- Synergy between Einstein Copilot and Sales Cloud
- Integrating Einstein Copilot and Service Cloud
- Integrating Einstein Copilot and Marketing Cloud
- Working with Einstein Copilot and Commerce Cloud
- What's Next With Einstein Copilot
商品描述(中文翻譯)
準備迎接 CRM 的未來,掌握首部專屬指南,優化 Salesforce 自動化與 Einstein Copilots。
主要特色:
- 獲得關鍵見解,無縫過渡從傳統模型到 AI 驅動模型,並優化 CRM 工作流程。
- 配置並整合 AI 工具與各種 Salesforce 元件,以實現增強功能。
- 向資深 Salesforce 專家學習,推動業務增長並改善客戶體驗。
- 購買印刷版或 Kindle 書籍可獲得免費 PDF 電子書。
書籍描述:
Salesforce 持續擴展 Einstein Copilot 的功能,確保其能滿足不斷演變的關鍵商業需求。這本關於實施 Salesforce Einstein Copilot 的權威指南,由一支擁有數十年 AI、數據工程和 Salesforce 解決方案經驗的專業團隊撰寫。本書展示了實用的案例,並提供了關於 AI 整合於 CRM 系統的戰略見解,讓您全面了解如何利用這個強大的工具。
您將深入了解 Einstein Copilot 在不同 Salesforce 雲端(包括銷售、服務、行銷和商務)中的各種使用案例和實際應用。憑藉資深 Salesforce 專家的戰略見解,您將準備好駕馭 AI 驅動的 CRM 未來,提升您在組織內推動生產力和創新的能力。最終,您將熟悉 AI 的變革潛力,準備利用其力量實現卓越的商業成果。
在本書結束時,您將能夠有效地在您的 CRM 系統中實施 Salesforce Einstein Copilot,利用 AI 優化資訊並簡化業務流程。
您將學到的內容:
- 使用 Prompt Builder、Model Builder 和 Copilot Actions 來提升銷售和服務團隊的生產力。
- 創建和管理有效的用戶提示,以簡化互動。
- 實施和自訂 Copilot Actions,自動化複雜工作流程並提高效率。
- 使用 Model Builder 開發、訓練和部署自訂 AI 模型,以滿足特定商業需求。
- 使用 Data Cloud 集中和協調客戶數據,以獲得統一的見解。
- 根據獨特的商業需求調整 Copilot 的功能,確保最大相關性和有效性。
本書適合對象:
本書適合 Salesforce 專業人士,包括管理員、開發人員和顧問,旨在利用 AI 來優化業務流程、提升客戶體驗並推動增長。
目錄:
- Salesforce Einstein Copilot 介紹
- 設定 Einstein Studio
- 使用 Prompt Builder
- 使用 Copilot Builder
- Data Cloud 如何與 Einstein Studio 協作
- 探索 Model Builder 的功能
- 利用 Copilot Actions 與 Flows 等
- Einstein Copilot 與 Sales Cloud 的協同作用
- 整合 Einstein Copilot 與 Service Cloud
- 整合 Einstein Copilot 與 Marketing Cloud
- 使用 Einstein Copilot 與 Commerce Cloud
- Einstein Copilot 的未來展望