Salesforce has announced the availability of Einstein 1 Studio. The solution is a set of low-code tools that enables Salesforce admins and developers to customise Einstein Copilot. Einstein Copilot is the conversational AI assistant for CRM. Salesforce say it will seamlessly embed AI across any app for every customer and employee experience.
Einstein 1 Studio includes Copilot Builder for creating custom AI actions to accomplish specific business tasks. Prompt Builder is used for building and activating custom prompts in the flow of work. In addition, Model Builder is where users can build or import a variety of AI models. This enables businesses to deliver trusted AI experiences across Salesforce’s Einstein 1 Platform that are tailored to their customers’ needs.
Salesforce’s Einstein 1 Platform integrates the user interface, a variety of AI models, and data in a single metadata-driven platform. The solution supports Einstein 1 Studio’s tools, facilitating low-code and no-code customisation of Einstein Copilot. Additionally, building and modifying embedded prompts and actions that connect to AI models in the flow of work across every Salesforce app. Einstein 1 Studio is deeply integrated with Data Cloud. This unlocks and unifies trapped data and grounds AI models with a comprehensive understanding of customers’ data and metadata.
Building next-generation AI applications
Salesforce admins and developers can use new Einstein 1 Studio tools to build the next generation of AI applications by customising AI across every Salesforce app and workflow. Salesforce says this will help companies boost productivity, improve customer experiences, and increase margins.
The tools include:
Copilot Builder
Create AI actions to accomplish business tasks (beta). Copilot Builder helps every company configure and customise Einstein Copilot for their business. Salesforce admins and developers can use tools they already have, like Apex, Flow, and MuleSoft APIs. In addition to new generative AI components like prompts, enabling Einstein Copilot to complete tasks in the flow of work. Einstein Copilot can leverage these custom actions to complete tasks across any Salesforce application or external system.
Prompt Builder: Craft custom and trusted AI prompts with ease (GA). Prompt Builder enables admins and developers to create custom, reusable AI prompts without coding, simplifying complex processes and driving business innovation. This not only broadens the use of generative AI beyond conversational interfaces, but also allows customers to design and repurpose prompts for use across other experiences.
Model Builder
Choose an LLM or build an AI model based on the job to be done (GA). Many solutions limit businesses to a single Large Language Model (LLM). Einstein 1 Studio provides the flexibility to connect to a variety of AI models. Additionally, Model Builder is a no-code, low-code, and pro-code way for companies to build their own predictive AI models, trained on their Data Cloud data.
For generative AI, Model Builder allows customers to select from LLMs managed by Salesforce or bring their own models. Businesses can use predictive and generative AI models and services from Salesforce partners. These include Amazon Web Services via Amazon Bedrock and Amazon SageMaker, Anthropic, Azure OpenAI, Cohere, Databricks, Google Cloud’s Vertex AI, and OpenAI. Businesses can also train or fine-tune select models on Data Cloud data without moving or copying data.
Einstein Trust Layer
Designed for enterprise AI, the Einstein Trust Layer is a collection of features that help companies benefit from generative AI without compromising security or safety standards. New to the Einstein Trust Layer is customer-configured data masking. This enables admins to select the fields they want to mask, providing greater control. Additionally, the audit trail and feedback data collected from AI prompts and responses is now stored in Data Cloud. It can now be easily reported on or used for automated alerts through Flow and other Einstein 1 Platform tools.
Making it easier for admin and developers
According to Clara Shih, CEO of Salesforce AI, “Customers have always loved how easy it is to customise Salesforce. Our new Einstein 1 Studio makes it easy for admins and developers to build and customise Einstein Copilot. Additionally embed AI apps in the flow of work within Salesforce, tailored to the specific requirements of their company and industry.
“Built on our Einstein 1 Platform and unified by metadata that safely connects and unlocks data from across an enterprise. Einstein 1 Studio’s low-code tools democratise AI app development. Unleashing a new wave of innovation that will transform workflows and augment human capabilities across every team and function.”
Salesforce is launching new Trailhead courses on Einstein Copilot and Prompt Builder. The company says it will empower admins and developers to sharpen their skills with a focus on AI.
Enterprise Times: What the means for businesses
Salesforce’s own Digital Skills Now research shows that IT teams list a “lack of AI skills” as their top challenge when implementing AI. Furthermore, enterprises face critical challenges in unlocking the power of AI across their business. 9 in 10 IT professionals say generative AI has forced them to change the way new technology is implemented and used.
As a result, they need intuitive user interfaces that make it easy to interact with AI in the flow of work. AI models to fit their use cases. Additionally, access to trusted customer and business data to ground the AI models and ensure accurate, relevant outputs. Moreover, there is a global skills shortage. Hence, Salesforce’s strategic direction enables admins and developers to build, customise, and embed AI across Salesforce apps and workflow.
Enterprises are already using or planning to use generative AI in their work environment. However, many employees say they lack the skills to use these technologies accurately and safely. Again, this explains the launch of new Trailhead courses. Another sensible step from Salesforce.
