From the course: Salesforce AI Fundamentals
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AI capabilities: Key terms - Salesforce Tutorial
From the course: Salesforce AI Fundamentals
AI capabilities: Key terms
Now let's jump into a few key terms from the section of AI capabilities within CRM. So first one is going to be chat bots. I'm sure that you are familiar with chat bots, but when it comes to Salesforce, these are going to be called agents that can help communicate with the customer. And these are going to be programmed on the back end to make sure that they're grabbing correct information and all the security things, et cetera, et cetera. Next is going to be call summaries. This as an AI tool that can help summarize calls. So let's say you had a call with a customer about negotiating a specific price, then AI can summarize that call and then you can share that out to whomever needs to. So then they can get a better understanding about what happened during that call. Next is going to be AI lead scoring. This is a tool and it is a predictive AI that it's going to take historical data on leads and how different leads have turned out in the…
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Contents
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Introduction to AI for customer relationship management (CRM)35s
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Einstein for multiple objects3m 38s
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Einstein for leads2m 28s
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Einstein for opportunities3m 38s
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Einstein for cases2m 46s
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What is Agentforce?3m 33s
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Einstein Trust Layer2m 51s
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AI capabilities: Key terms1m 58s
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Practice question walkthrough: AI capabilities in CRM1m 50s
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