AI + Data Community Tour - Build the Next Generation of Apps with the Einstein 1 Platform.
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The document discusses the upcoming AI and data community tour focused on building next-generation apps with the Einstein 1 platform, highlighting forward-looking statements regarding Salesforce’s performance and strategy amidst various risks and uncertainties. It details the capabilities of Salesforce's Data Cloud and Einstein Copilot, which aim to enhance business operations and customer experiences through advanced data management and AI integration. Additionally, it mentions a specific case study involving Coral Cloud Resorts, which combines technology and luxury hospitality to personalize guest experiences.
AI + Data Community Tour - Build the Next Generation of Apps with the Einstein 1 Platform.
- 1. AI + Data Community Tour Build the Next Generation of Apps with the Einstein 1 Platform Paris, June 12, 2024 Philippe Ozil, Developer Advocate
- 2. 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
- 3. Data Cloud + Demo Einstein 1 Studio Prompt Builder + Hands on Einstein Copilot + Hands on Agenda
- 4. Data Cloud + Demo Einstein 1 Studio Prompt Builder + Hands on Einstein Copilot + Hands on Agenda
- 5. 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
- 6. 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
- 7. 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
- 8. Coral Cloud Resorts Coral Cloud Resorts is a small resort chain that combines technology with luxury hospitality to offer a personalized guest experience at a beachside location. The resort utilizes data and AI to customize every aspect of a guest's stay based on their preferences. Their goal is to create a seamless and memorable experience for each guest by integrating cutting-edge technology throughout their journey. Guest Management CRM Reservations Case Management Experiences
- 9. Coral Cloud System Landscape
- 10. Unify Data with Data Streams Data Lake Objects Data Model Objects Source Systems Data Streams External systems and platforms providing data to Salesforce Data Cloud. These include databases, CRMs, ERPs, and other cloud services. Ongoing, dynamic flow of data from various sources into Salesforce Data Cloud, ensuring real-time or near-real-time data updates for timely insights. Storage units within the lakehouse for vast amounts of unstructured and structured data, supporting scalable analytics and data processing. Structured entities in Data Cloud defining how data is organized, related, and managed, including both standard and custom objects for efficient data handling.
- 11. Unify Data with Data Streams Contacts Guests Reservations Data Lake Objects Contact Point Email Individual Reservations Data Model Objects Contacts Reservations Guests Source Systems Data Streams Data Streams
- 12. Data Cloud Demo
- 13. Data Cloud + Demo Einstein 1 Studio Prompt Builder + Hands on Einstein Copilot + Hands on Agenda
- 14. Terminology Large Language Model (LLM) Prompt Retrieval-Augmented Generation (RAG) Grounding Reasoning Generative AI
- 15. 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
- 16. Data Cloud + Demo Einstein 1 Studio Prompt Builder + Hands on Einstein Copilot + Hands on Agenda
- 17. 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 Salesforce Standard Templates GA | Now GA
- 18. 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
- 19. Hosted Models in Salesforce trust boundary External Models with shared trust boundary Models CRM Apps Secure Gateway Einstein Trust Layer Zero Retention Toxicity Detection Feedback Framework Response Data Demasking Audit Trail Bring Your Own Models, on Your Infrastructure Secure Data Retrieval Dynamic Grounding Data Masking Prompt Prompt Defense Before Generation Einstein Trust Layer 3 1 2
- 20. sforce.co/ ai-data-community-form Prompt Builder Hands On sforce.co/ ai-data-paris-docs Code: PZLYKU
- 21. Data Cloud + Demo Einstein 1 Studio Prompt Builder + Hands on Einstein Copilot + Hands on Agenda
- 22. Reason through asks, then securely take action to get work done Einstein Copilot One conversational AI assistant across every app GA | April 2024
- 23. Conversational AI, grounded in your data and metadata Opportunities Cases Engagement events Knowledge articles Customizations Page context Permissions Automations Data Metadata
- 24. Apex Standard Actions Platform Actions Cloud Actions Salesforce Customers Prompt Template Flow External Service Forward looking Actions Overview Custom Actions Invoke
- 25. How Einstein Copilot works Conversation Outcome Plan Execution Can you create an email for my top open opportunity this week? Hi, I’m Einstein, your trusted AI assistant. Flows Prompts Apex APIs Einstein generates a plan of action Engage Einstein with any task Identify Record Revise Email Dra Email Identify Record Einstein invokes services Einstein grounds AI in your data CRM Data Cloud External User Input Einstein generates a response Einstein Trust Layer (LLM Gateway)
- 26. Einstein Copilot Search Einstein Trust Layer Is this customer eligible for an upgrade? Generated Answer Based on this help article*, this customer is good to upgrade! *2024 Upgrade Eligibility Deliver trusted, relevant responses grounded in ALL your business data - citations included Pilot Retrieval Augmented Generation (RAG)
- 28. Copilot Builder Hands On
- 29. 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
- 30. Thank you