Salesforce AI & Einstein Copilot Workshop

Salesforce AI & Einstein Copilot Workshop

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  CEPTES SOFTWARE A ProudSalesforce Partner Since 2010
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  ~14 Years 500,000+ Hours ProvenExpertise in the Salesforce Platform 1200+ Projects, 1000+ Engagements Globally delivered across industries 9 AppExchange Solutions 100+ 5-star rated solutions 1000+ Customers, 15+ Industries we helped them solve complex business challenges 200+ Consultants 90% Certified Blazing our trails 3 Global Offices Global footprint with a local focus 4.9+/ 5 C SAT we worked for customer success Pledge 1% we are proud member Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved. CEPTES Summary: Trailblazing a Legacy
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  Why are wehere today • Learn Basics of AI for CRM • Learn the fundamentals of Salesforce Einstein Copilot, including setup, activation, and core functionalities. • Understand key concepts like prompts, actions, data grounding, data masking, and trust • Learn and use CEPTES’s CRM AI Copilot – A comparable Native AI Copilot built for CRM • Learn Prompt Building By attending this workshop, you will be able to: • Confidently evaluate AI Copilot's potential to address your Salesforce CRM needs. • Understand the limitations and considerations for using AI Copilot effectively.
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  Introduction to EinsteinCopilot
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  ● Gen AIModels: General-purpose AI models trained on massive datasets for various tasks. ● LLM/SLM: Large Language Model/Small Language Model - AI models trained on text data to generate text, translate languages, write different kinds of creative content, and answer your questions in an informative way. LLMs are typically larger and more powerful than SLMs. ● RAG: Retrieval-Augmented Generation - AI technique combining retrieval of information from relevant sources with text generation for a more comprehensive response. ● Toxicity: The likelihood of text being harmful, unsafe, biased, or offensive. ● Hallucination: In AI, generating outputs that are not factually accurate or relevant to the prompt. ● Data Grounding: Anchoring AI model outputs to real-world data to improve accuracy and reliability. ● OpenAI vs. ChatGPT: OpenAI is the research organization that develops advanced artificial intelligence models and technologies, including language models like GPT (Generative Pre-trained Transformer). ChatGPT is one of the applications of these models, specifically designed for conversational interactions. Important Terms
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  A Salesforce NativeCRM AI Copilot Powered by 200 OK Elevate Salesforce CRM Efficiency with an intelligent AI assistant A CEPTES Product
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  A CEPTES PRODUCTCopyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved. 200 OK is a native, no-code integration, ETL, and Data Virtualization platform Connect Multi LLMs/AI’s Connect External Data Sources AI Actions (Internal & External) CRM AI Copilot & USP’s
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  A CEPTES PRODUCTCopyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved. Bridging Data and AI with Native CRM AI Copilot INDUSTRY • Healthcare • Financial Services • Retail & Commerce • Manufacturing • Telecommunication • Education • Other Sectors FUNCTION • Sales • Marketing • Customer Support • Human Resource • IT & Operations • Supply Chain & Logistics • Accounting & Finance Connect Any AI System Native ETL Advance Prompt Builder Prompt Bank Powerful Data Mapper No Code Integration Advanced Audit Powered by PII Data Masking
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  A CEPTES PRODUCTCopyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved. CRM AI Copilot Design AI Copilot Assistant AI Action Builder Prompt Builder Prompt Bank Multi LLM Support Multi Data Sources
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  Copyright © 2024CEPTES Software Pvt. Ltd. All Rights Reserved. A CEPTES PRODUCT Prioritizing Data And Trust Data Grounding Data Masking Response Generation Audit Trails Trusted Response Prompt Building Data Retrieval Hosted Models in Salesforce Trust Boundary i.e. Einstein GPT External Models i.e. ChatGPT, Gemini 1.5, AWS Bedrock, Vertex AI Toxicity Detection Company / Org Data External Applications / Data Sources
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  Contact Us We wouldbe happy to explain how your business can make maximum return on your Salesforce investment. Contact our expert to understand more about how CEPTES can help you drive more value with Salesforce implementation. United States CEPTES Software Inc. 13155 Noel Road Suite 900 Dallas, TX - 75240 Email: [email protected] Phone: +1 (607) 304-3229 India CEPTES Software Pvt. Ltd. 91springboard, 7th floor, Trifecta Adatto, Garudachar Palya, Bengaluru, Karnataka, 560048 Email: [email protected] Phone: +91 6360404821 Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved. Dubai CEPTES LLC Aspin Commercial Tower Sheikh Zayed Road Dubai, UAE Email: [email protected]
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  1 2 Thank You www.200ok.ai © 2024CEPTES Software Pvt. Ltd. All Rights Reserved.