Salesforce Architect Group, Frederick, United States July 2023 - Generative AI for Trailblazers_ Unlock the Future of AI + Special Guest Topic.pdf
- 1. Generative AI for Trailblazers: Unlock the Future of AI + Special Guest Topic
- 2. Nadina D. Lisbon CRM Enterprise Architect at NetApp Justin W. Lisbon Salesforce Technical Architect at Vacasa https://www.linkedin.com/in/jwlisbon Group Leaders Frederick MD Architect https://www.linkedin.com/in/nadinalisbon
- 3. Agenda ★ Welcome / Icebreaker ★ Announcements ★ Speaker Presentation ★ Networking Q & A
- 4. Icebreaker - Brought to you by ChatGPT
- 6. Group and Local Community Announcements Group Announcements ★ Call for Speakers! ○ https://forms.gle/Kbfjf7yEu8s2eqA86 Local Community Announcements ★ Salesforce Admin Group, Washington, D.C., United States & Salesforce Nonprofit User Group, Washington, D.C., United States ○ Topic : EinsteinGPT and the Latest Innovations from Salesforce with Charlie Isaacs ○ Date : Wed, Jul 26, 6:00 PM (EDT) ○ Location: In Person
- 7. Speaker Introductions Katy Rudd Senior Principal Business Architect Salesforce Nadina D. Lisbon CRM Enterprise Architect NetApp
- 8. Main Topic Generative AI for Trailblazers: Unlock the Future of AI
- 9. Generative AI for Trailblazers: Unlock the Future of AI Nadina D. Lisbon, CRM Enterprise Architect at NetApp
- 10. Salesforce Einstein Pioneered AI for CRM First AI for CRM Everyone’s data scientist Low code Every Cloud 1 Trillion predictions a week +
- 11. Messages Landing Pages Slack Workflows MuleSo Integrations Tableau Data Stories Apex Code Flows @Einstein create leads Say to Einstein GPT The world’s most trusted generative AI for enterprise
- 12. What is generative AI? Why is it important? Unlock the Future of AI Generative AI Fundamentals
- 13. What is Generative AI? Generative AI a family of deep learning algorithms that can automatically create new content such as text, imagery, code, voice, and even video.
- 14. What is Generative AI? Generative AI Deep Learning Machine Learning AI Uses complex algorithms (also known as neural networks) to learn and perform tasks without explicitly programmed step-by-step instructions. A family of deep learning algorithms that can automatically create new content such as text, imagery, code, voice, and even video. Leverages data to generate predictions. The more data we feed into a machine learning system, the better it can predict. The concept of having machines “think like humans” — in other words, perform tasks like reasoning, planning, learning, and decision-making.
- 15. LLMs or Foundational Models What is Generative AI? Traditional Deep Learning Methods Millions of parameters Large Language Models Billions of parameters vs
- 16. The Rise of Generative AI Three key contributing factors More Data Availability or large amounts of data Better Algorithms Better algorithms that are able to exploit/discover patterns in these large amounts of data Compute Power Large amounts of available compute power + +
- 17. What is generative AI? Why is it important? Unlock the future of AI Agenda
- 18. Generative AI Is Creating Opportunities Generative AI in IT Survey 67% of IT leaders are prioritizing generative AI in the next six months
- 19. 4 Principles to Use Generative AI Responsibly Trust Make it clear when content is AI-generated. Follow company guidelines around usage. Security Protect personally identifying information and proprietary company information. Accuracy Review and revise generated content to ensure accuracy. Empowerment Use AI as an assistant to supercharge your capabilities.
- 20. Common Concerns About Generative AI Hallucinations Data Security Plagiarism User Spoofing Sustainability Learn more on Trailhead: sforce.co/AISkillsQuest
- 21. What is generative AI? Why is it important? Unlock the future of AI Agenda
- 22. 3 Steps to Unlock the Future of AI Step 1 Stay up-to-date on Salesforce AI news and announcements Step 2 Learn generative AI fundamentals Step 3 Get ready to unlock the future of AI
- 23. Understand Prompt Engineering Sample prompts: ● Write a friendly email text when a contact gets converted to an opportunity. ● Write a SOQL statement that shows me users with API access. ● Give me five slogans for an onboarding campaign for new Salesforce users with my financial company. ● Write a poem about how Friday is the best day of the week. Always follow your company security policies when using generative AI tools. What are prompts? Prompts are how you interact with generative AI. Natural language prompts are the input used to “prompt” the generated response.
- 24. Three Tips for Expert Prompt Engineering Discover how generative AI can assist you with your daily work 1. Provide Context 2. Be Security-Minded 3. Review and Revise Always ground prompts in your own knowledge to provide important context. Do not put any confidential company information or data into public generative AI tools. Review and revise outputs to ensure accuracy. Do not deploy solutions directly into production without testing. Write an email. vs. Write an onboarding email for a new Salesforce user in a financial services company. Confidential information can include: source code, deal information, customer information. Always follow company security policies. Avoid copyright issues. Ensure content is relevant and up-to-date.
- 25. Complete the trailmix to learn the basics of artificial intelligence and unlock the future of AI. Complete the Trailmix to Learn More sforce.co/GenAITrailblazers
- 26. Special Topic: Through the AI Looking Glass + Cooking with Prompts
- 28. AI - The Great Accelerator What we want is a machine that can learn from experience. – Alan Turing Any sufficiently advanced technology is indistinguishable from magic. – Arthur C. Clarke It is science fiction until it is science fact – Mo Gawdat AI Seems Scary
- 29. AI may not replace you, but the person using AI will
- 30. Salesforce Admins solve business problems by configuring the Salesforce Platform Admin ● Formulas & Validation Rules ● Language Translations ● Release Notes ● Demystifying complex terms/ideas Business Analysts/Product Owners are responsible for maximizing the business value being delivered BA/PO ● Business Requirements ● Generating User Stories & Test Plans ● Business Use Cases ● Language Translations Sales includes multiple roles, including pre-sales, sales representative & operations Sales ● Sales Messaging/Emails ● Generating Sales Enablement ● Industry Trends, Metrics & Solutions ● Summarizing 10-K/10-Q Documents Using their expertise, problem-solving ability, and best practices knowledge, the consultant will design, build, deliver, and maintain Salesforce tools. Consultant ● Industry & Vertical Best Practices ● Platform Best Practices ● Process & Integration Mapping ● Documentation & Training They are responsible for overseeing projects from start to finish, with the primary objective of ensuring the project’s success by delivering it on time and within budget. Project Manager ● Project Methodologies/Milestones ● Create Implementation Plans ● Phases of a Salesforce Project ● Stakeholder Communication & Reporting How AI Supercharges Salesforce Roles There are many AI tools but these use cases are focused on ChatGPT & OpenAI Playground
- 31. Perfect Prompt Template Prompt Recipe (Structure) ● Context ● Specific Goal ● Specific Format ● Breaking Down Tasks ● Providing Examples Prompt Seasoning (Bonus Tips) ● Role Prompting - Act as a Persona ● Shot Prompting - 0, 1, Few ● Priming ● Chain of Thought Prompting ● In & Out Prompting - Accuracy = In, Bias = Out Prompt Garnish (Advanced Parameters) ● Model Version ● Temperature ● Stop Sequences ● Top P ● Frequency & Presence Penalty ● Philosophy, Storytelling, Creativity
- 32. Prompt Sample Recipes Marketing Discuss the elements of a successful marketing campaign, considering Aristotle's concepts of Ethos, Pathos, and Logos. Imagine you're a marketing executive at a startup launching a new fitness app that uses AI to create personalized workout plans. Write a blog post introducing Sarah, a busy working mom struggling to find time to exercise, and show how our app can help her overcome her challenge and achieve her fitness goals. Career I want you to act as an interviewer. I will be the candidate and you will ask me the interview questions for the position position. I want you to only reply as the interviewer. Do not write all the conversation at once. I want you to only do the interview with me. Ask me the questions and wait for my answers. Do not write explanations. Ask me the questions one by one as an interviewer does and wait for my answers. My first sentence is “Hi” Provide me a roadmap for learning and become a Salesforce Architect in the Salesforce ecosystem Technical Solutions I want you to act as a Salesforce Architect. I will provide some details about the functionality of an application or other digital product, and it will be your job to come up with ways to integrate it into the Salesforce landscape. This could involve analyzing business requirements, performing a gap analysis and mapping the functionality of the new system to the existing IT landscape. Next steps are to create a solution design, an ERD, definition of interfaces for system integration, and a blueprint for the deployment environment. My first request is "I need to integrate an ERP system."
- 33. AI, Jobs, and You Skills ● Prompt Engineering/Prompt Templates ● ChatGPT and other AI Tools ● AI Automation & Language Model Training ● Systems & Creative Thinking ● Outcome Based Problem Solving Roles ● GPT Specialist ● AI and Machine Learning Engineers ● Large Language Model Engineers ● AI Ops - IT Ops for Machine Learning/AI ● ML Ops - DevOps for Machine Learning http://bit.ly/AIResources2023 Emerging Roles/Skills ● AI UX ● AI Devtools ● AI Infrastructure ● AI Agents ● LLM Ops - MLOps for Operationalizing LLMs ● LLM Tools, including Langchain, and more ● Open Source Models (training, finetuning, inferencing, evaling)