How To Build an AI Enterprise in 5 Steps | Salesforce Explained

Summary

In this episode of 'Salesforce Explained,' Brian Tong outlines the steps for businesses to become AI enterprises, emphasizing the importance of integrating AI across all operations. He introduces 'Einstein 1,' a comprehensive Salesforce platform that unifies customer data, integrates apps, and scales trusted AI. By creating a Customer 360, unlocking data, and fostering a data-driven culture, companies can leverage AI to enhance productivity, improve customer relationships, and make informed decisions. Ultimately, the goal is to collaborate with AI, turning it into a valuable team member that transforms business operations.

Takeaways

• 🚀 The AI revolution is transforming businesses into AI Enterprises, enhancing customer relationships, productivity, and profitability.
• 💼 Becoming an AI enterprise isn't dependent on company size; it means prioritizing AI-assisted operations across the entire business.
• 🔗 The first step to becoming an AI enterprise is creating a customer 360 with 'Einstein 1,' enabling a unified view of customers across all departments.
• 📊 Integrating apps and unlocking data are crucial for avoiding data silos and making customer 360 more effective.
• 🛡️ Scaling trusted AI across the business is essential, ensuring that sensitive data remains secure and under control.
• 🤖 'Einstein' co-pilot is a powerful assistant embedded in Salesforce products, offering AI-driven task automation across departments.
• 👥 To be successful, an AI enterprise must cultivate a data-driven culture, enabling all employees to make informed decisions using AI analytics.
• 💡 'Einstein' AI empowers non-experts to become data-savvy by providing accessible insights and analytics.
• 🔍 Collaboration with AI through conversational interfaces like Slack is the final step in becoming an AI enterprise, making AI a valuable team member.
• 🎯 'Einstein' AI turns into an indispensable part of the team, driving collaboration, action, and decision-making across the entire business.

Q & A

What is the significance of transforming into an AI enterprise?

Transforming into an AI enterprise is key to improving customer relationships, productivity, and margins by integrating AI-assisted ways of working across the entire business.

Does becoming an AI enterprise mean you are in the business of artificial intelligence?

No, becoming an AI enterprise does not mean you're in the business of artificial intelligence. It means prioritizing AI-assisted ways of working and integrating trusted AI across the entire business.

What is the first step in becoming an AI enterprise according to the script?

The first step is to create a customer 360 with ‘Einstein 1,’ which ensures that everyone in every department has a shared view of the customer.

Why is it important to have a shared view of the customer across all departments?

A shared view of the customer allows all departments to access the same data, leading to better personalization and improved customer relationships.

What problem does ‘Einstein 1’ solve in terms of data management?

‘Einstein 1’ solves the problem of disconnected data by sharing data between all its apps and using connectors to bring in data from any external source, making the customer 360 more powerful.

How does Salesforce ensure that AI remains trusted and safe for businesses?

Salesforce ensures that AI remains trusted and safe by keeping data under the company's control, avoiding the risk of sensitive customer data being accessed by third parties.

What is the role of ‘Einstein’ co-pilot in an AI enterprise?

‘Einstein’ co-pilot acts as a powerful assistant built into Salesforce products, helping employees across all departments by generating tasks like custom marketing campaigns or writing product descriptions.

How does ‘Einstein’ co-pilot improve productivity and customer relationships?

‘Einstein’ co-pilot improves productivity by handling tasks and freeing up employees to focus on other important work, while also enabling personalized customer interactions, leading to better relationships.

What does creating a data-driven culture with AI analytics involve?

Creating a data-driven culture with AI analytics involves visualizing data, gaining insights, and making decisions based on those insights, all of which can be done by any employee with the help of ‘Einstein’ AI.

What is the final step in becoming an AI enterprise, according to the script?

The final step is to start collaborating with AI by using ‘Einstein’ co-pilot in conversational language within Slack, allowing it to take actions like updating CRM records or summarizing information.