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Introduction
This week (19th July) the first of the Salesforce AI Cloud/Einstein GPT applications became generally available. You can read the full announcement on the Salesforce news site, but it's great to see something tangible in the hands of customers after the wave of marketing over the last few months. Its a relatively limited amount of functionality to start with, but I prefer that to waiting another 9 months for everything to be fully built out. GA is better than finished in this case!
What we know so far
We know that it's only available to Unlimited Edition, which already includes the existing Einstein AI features. This seems to be becoming the standard approach for Salesforce - Meetings, for example, was originally Performance and Unlimited Edition only, but is now available for all editions with Sales Cloud. It's a good way of keeping the numbers down without having to evaluate every application, and it's likely to include those customers that are running a lot of their business on Salesforce and thus will get the most value.
We know that it's (initially) a limited set of features that look to be mostly relying on external generative AI systems rather than LLMs trained on your data. The features called out in the announcement include:
- Service replies - personalised responses grounded in relevant, real time data sources. To be fair, this could be a model trained on your data, but the term grounded implies that it's an external request to something like Open AI GPT with additional context pulled from Salesforce.
- Work Summaries - wrap ups of service cases and customer engagements. The kind of thing that Claude from Anthropic is very good at. These can then be turned into Knowledge Articles, assuming there was anything that could be re-used or repurposed for future customer calls.
- Sales Emails - personalised and data-informed emails created for you, again sounding very much like a grounded response from something like OpenAI.
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