Salesforce Einstein GPT

The world's first generative AI for CRM, combining public and private AI with your data.

by Salesforce Einstein · CRM & Sales Automation

Executive Summary

Salesforce Einstein GPT is the world's first generative AI for CRM, designed to transform how businesses interact with their customers and operate internally. It integrates public and private AI models with a company's proprietary CRM data, enabling the creation of highly personalized and contextually relevant AI-generated content across sales, service, marketing, commerce, and IT. This service leverages Salesforce's Data Cloud to unify customer data, providing a comprehensive foundation for AI-driven insights and content generation. Einstein GPT empowers users to automate content creation for various business functions. For sales, it can generate personalized emails, meeting summaries, and sales pitches. In service, it can create knowledge articles and customer responses. For marketers, it can craft email campaigns and website copy. By combining the power of large language models with the secure Einstein Trust Layer and real-time CRM data, Einstein GPT aims to boost productivity, enhance customer experiences, and drive business growth.

Use Cases

  • Generate personalized sales emails, pitches, and meeting summaries.
  • Automate customer service responses and create knowledge articles.
  • Craft marketing campaign content, website copy, and social media posts.
  • Surface data insights conversationally by asking questions within Tableau.
  • Enhance account management with AI-generated content and insights.

Features

Visibility

  • Conversational Data Exploration: Interact with data and surface insights using natural language prompts within Tableau GPT.

Intelligence

  • Contextual Content Generation: Generates personalized content for sales, service, and marketing based on real-time CRM data.
  • CRM Data Integration: Unifies customer data from Salesforce Data Cloud to provide a comprehensive foundation for AI.

Technical Specifications

Architecture
Leverages a hybrid AI architecture, combining Salesforce's proprietary AI models and the Einstein Trust Layer with external large language models and unified CRM data from Salesforce Data Cloud.
Deployment
SaaS
Authentication
SSO/SAML, OAuth/OIDC, MFA
API Available
Yes

Infrastructure

  • AWS
  • GCP
  • Azure

AI/ML Stack

  • Generative AI
  • Large Language Models (LLMs)
  • Proprietary Salesforce AI

Integrations

  • Tableau
  • OpenAI
  • Zoom Meetings
  • Sales Dialer

Security & Compliance

Certifications: SOC 2, ISO 27001, GDPR Compliance

Encryption: Data encrypted at rest and in transit, protected by the Einstein Trust Layer.

Pricing

Model
Subscription-based
Starting Price
Contact sales
Target Customer
Mid-Market,Enterprise
Contract Type
Annual

About Salesforce Einstein

Salesforce is a leading American cloud-based software company headquartered in San Francisco, California. It provides a comprehensive platform, Customer 360, that connects companies with their customers through data, artificial intelligence (AI), and customer relationship management (CRM). Salesforce Einstein is the AI technology built into the Salesforce platform, offering predictive and generative AI capabilities across its suite of products for sales, service, marketing, and commerce.

Founded: 1999 · Headquarters: San Francisco, United States · Employees: 1000+ · Public