SlideShare a Scribd company logo
AI + Data
Community Tour
Frederick Architect Group
May 29, 2024
Get hands-on with Einstein Copilot,
Prompt Builder, and Data Cloud
Nadina D. Lisbon
CRM Enterprise Architect at NetApp
Justin W. Lisbon
Salesforce Technical Architect at Vacasa
https://www.linkedin.com/in/nadinalisbon
https://www.linkedin.com/in/jwlisbon
Frederick MD Architect Group Leaders
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
Thank you
Einstein 1 Studio
Prompt Builder + demo
Einstein Copilot + demo
Data Cloud + AI
Agenda
Terminology
Large Language Model (LLM)
Prompt
Retrieval-Augmented Generation (RAG)
Grounding
Reasoning
Generative AI
How can YOU
build with AI + Data?
Einstein 1 Studio
Prompt Builder + demo
Einstein Copilot + demo
Data Cloud + AI
Agenda
Every app is being reimagined
with consumer AI
Data
Models
UI
“Public Data”
Einstein 1
Platform
Hyperforce
Einstein
Trust Layer
Einstein 1
Studio
Your Models
or LLMs
Salesforce
Provided
Models
Apps &
Workflows Sales Service
Model Agility
Data Cloud
Trusted AI + Data Architecture
Marketing Commerce Tableau Industries
Prompt
Builder
Copilot
Builder
Model
Builder
RAG,
Semantic Search
Monitoring,
Governance
Data Residency Compliance End to End Encryption Net Zero
Real-Time
Lakehouse
Structured &
Unstructured
Unified
Profiles
Data
Actions
Vector
Database
Your
Lake
Unified Metadata Framework
Einstein Copilot
Secure Data
Retrieval
Dynamic
Grounding
Data
Masking
Toxicity
Detection
Audit Trail,
Feedback
Zero Data
Retention
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
New
Einstein 1 Studio
Prompt Builder + demo
Einstein Copilot + demo
Data Cloud + AI
Agenda
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 Now
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
Prompt Builder Demo
Watch The Prompt Builder Demo
Begin at 09:45
Quick Start: Prompt Builder
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
Aer Generation
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
Hi Stephan. My name's Samantha Jones from 123 Elm Street, Springfield, IL 62704.
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
Hi Person_0. My name's Person_1 from Address_0.
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
You must not address any content or generate answers that you don’t have data or basis on:
… Hi Person_0. My name's Person_1 from Address_0. …
If you experience an error or are unsure of the validity of your response, say you don't know.
Hosted Models
in Salesforce
trust boundary
External Models
with shared
trust boundary
Models
CRM
Apps
Secure
Gateway
Einstein Trust Layer
Response
Zero
Retention
Toxicity
Detection
Feedback
Framework
Data
Demasking
Audit
Trail
Bring Your Own
Models, on Your
Infrastructure
Secure Data
Retrieval
Dynamic
Grounding
Data
Masking
Prompt
Defense
Prompt
Before Generation
CRM
Apps
Einstein Trust Layer
Toxicity
Detection
Feedback
Framework
Response
Data
Demasking
Audit
Trail
Secure Data
Retrieval
Dynamic
Grounding
Data
Masking
Prompt
Prompt
Defense
Hosted Models
in Salesforce
trust boundary
External Models
with shared
trust boundary
Models
Secure
Gateway
Zero
Retention
Bring Your Own
Models, on Your
Infrastructure
Hosted Models
in Salesforce
trust boundary
External Models
with shared
trust boundary
CRM
Apps
Models
Secure
gateway
Einstein Trust Layer
Zero
Retention
Secure Data
Retrieval
Dynamic
Grounding
Data
Masking
Prompt
Prompt
Defense
Bring Your Own
Models, on Your
Infrastructure
Aer Generation
Toxicity
Detection
Feedback
Framework
Response
Data
Demasking
Audit
Trail
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
Data
Masking
Prompt
Prompt
Defense
Response
Data
Demasking
Audit
Trail
Bring Your Own
Models, on Your
Infrastructure
Secure Data
Retrieval
Dynamic
Grounding
Prompt Builder
Einstein 1 Studio
Prompt Builder + demo
Einstein Copilot + demo
Data Cloud + AI
Get Hands-on
Agenda
Reason through asks, then securely
take action to get work done
Einstein Copilot
One conversational
AI assistant across every app
GA | April 2024
New
Conversational AI, grounded in your
data and metadata
Opportunities
Cases
Engagement events
Knowledge articles
Customizations
Page context
Permissions
Automations
Data Metadata
Custom
Actions
Apex
Standard
Actions
(Out of the box)
Platform Actions
Cloud Actions
Built by
Salesforce
Built by
Trailblazers
Prompt Template
Flow
External Services
Customize your Einstein Copilot with
familiar building blocks
MuleSo APIs
Your
trusted
data and
metadata
How Einstein Copilot works for you
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)
Copilot Builder Demo
Watch The Copilot Builder Demo
Begin at 31:22
Quick Start: Einstein Copilot
Einstein 1 Studio
Prompt Builder + demo
Einstein Copilot + demo
Data Cloud + AI
Agenda
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 Today
Retrieval Augmented Generation (RAG)
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
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
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
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
Thank you

More Related Content

Similar to May 2024 - Frederick Architect Group AI + Data Community Tour.pdf

RTC2023_Boost-App-Integration-with-AI_Kim.pdf
RTC2023_Boost-App-Integration-with-AI_Kim.pdfRTC2023_Boost-App-Integration-with-AI_Kim.pdf
RTC2023_Boost-App-Integration-with-AI_Kim.pdf
hossenkamal2
 
Elevate productivity_ Unveiling the power of new Slack innovations.pdf
Elevate productivity_ Unveiling the power of new Slack innovations.pdfElevate productivity_ Unveiling the power of new Slack innovations.pdf
Elevate productivity_ Unveiling the power of new Slack innovations.pdf
TCS
 
MuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotes
MuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotesMuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotes
MuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotes
Manik S Magar
 
Denver MuleSoft Meetup: TDX Talk - Automatically Secure and Manage any API at...
Denver MuleSoft Meetup: TDX Talk - Automatically Secure and Manage any API at...Denver MuleSoft Meetup: TDX Talk - Automatically Secure and Manage any API at...
Denver MuleSoft Meetup: TDX Talk - Automatically Secure and Manage any API at...
Big Compass
 
DC MuleSoft Meetup: TDX Talk: API Security The 3 Keys To Protect Your Digital...
DC MuleSoft Meetup: TDX Talk: API Security The 3 Keys To Protect Your Digital...DC MuleSoft Meetup: TDX Talk: API Security The 3 Keys To Protect Your Digital...
DC MuleSoft Meetup: TDX Talk: API Security The 3 Keys To Protect Your Digital...
Big Compass
 
Ameliorez vos parcours omnicanaux avec Marketing Cloud
Ameliorez vos parcours omnicanaux avec Marketing CloudAmeliorez vos parcours omnicanaux avec Marketing Cloud
Ameliorez vos parcours omnicanaux avec Marketing Cloud
Thierry TROUIN ☁
 
Salesforce Architect Group, Frederick, United States February 2023 - Inaugura...
Salesforce Architect Group, Frederick, United States February 2023 - Inaugura...Salesforce Architect Group, Frederick, United States February 2023 - Inaugura...
Salesforce Architect Group, Frederick, United States February 2023 - Inaugura...
NadinaLisbon1
 
tdx20cosenhancingyourcrmwitheinsteinai1592951856546.pdf
tdx20cosenhancingyourcrmwitheinsteinai1592951856546.pdftdx20cosenhancingyourcrmwitheinsteinai1592951856546.pdf
tdx20cosenhancingyourcrmwitheinsteinai1592951856546.pdf
MubeenQawi1
 
Admin Best Practices: 3 Steps to Seamless Deployments
Admin Best Practices: 3 Steps to Seamless DeploymentsAdmin Best Practices: 3 Steps to Seamless Deployments
Admin Best Practices: 3 Steps to Seamless Deployments
Salesforce Admins
 
Frisco Automating Purchase Orders with MuleSoft IDP- May 10th, 2024.pptx.pdf
Frisco Automating Purchase Orders with MuleSoft IDP- May 10th, 2024.pptx.pdfFrisco Automating Purchase Orders with MuleSoft IDP- May 10th, 2024.pptx.pdf
Frisco Automating Purchase Orders with MuleSoft IDP- May 10th, 2024.pptx.pdf
lavinaambani
 
Salesforce Learning Journey - Partner Guide to Credentials.pdf
Salesforce Learning Journey - Partner Guide to Credentials.pdfSalesforce Learning Journey - Partner Guide to Credentials.pdf
Salesforce Learning Journey - Partner Guide to Credentials.pdf
ssuser72de80
 
Women in Tech - Salesforce Debug Logs Deep Dive with Jess Lopez - March 2021
Women in Tech - Salesforce Debug Logs Deep Dive with Jess Lopez - March 2021Women in Tech - Salesforce Debug Logs Deep Dive with Jess Lopez - March 2021
Women in Tech - Salesforce Debug Logs Deep Dive with Jess Lopez - March 2021
Alesia Dvorkina
 
Wellington Salesforce User Group - Summer 22 Release
Wellington Salesforce User Group - Summer 22 ReleaseWellington Salesforce User Group - Summer 22 Release
Wellington Salesforce User Group - Summer 22 Release
Anna Loughnan Colquhoun
 
Frisco Automating Purchase Orders with MuleSoft IDP- May 10th, 2024.pptx.pdf
Frisco Automating Purchase Orders with MuleSoft IDP- May 10th, 2024.pptx.pdfFrisco Automating Purchase Orders with MuleSoft IDP- May 10th, 2024.pptx.pdf
Frisco Automating Purchase Orders with MuleSoft IDP- May 10th, 2024.pptx.pdf
AnubhavMangla3
 
Intro to Tableau - SL Dev Group.pdf
Intro to Tableau - SL Dev Group.pdfIntro to Tableau - SL Dev Group.pdf
Intro to Tableau - SL Dev Group.pdf
Salesforce.com Developer Community
 
TDX Global Gathering - Wellington UG
TDX Global Gathering - Wellington UGTDX Global Gathering - Wellington UG
TDX Global Gathering - Wellington UG
Stephan Chandler-Garcia
 
#DF19 - Panel: Design Justification & Objection Handling for Architects
#DF19 - Panel: Design Justification & Objection Handling for Architects#DF19 - Panel: Design Justification & Objection Handling for Architects
#DF19 - Panel: Design Justification & Objection Handling for Architects
Kerry Townsend
 
Jax, FL Admin Group Presents: Winter '22 Release Highlights
Jax, FL Admin Group Presents: Winter '22 Release HighlightsJax, FL Admin Group Presents: Winter '22 Release Highlights
Jax, FL Admin Group Presents: Winter '22 Release Highlights
Marc Lester
 
Jax, FL Admin Group Presents: Spring '22 Release Highlights
Jax, FL Admin Group Presents: Spring '22 Release HighlightsJax, FL Admin Group Presents: Spring '22 Release Highlights
Jax, FL Admin Group Presents: Spring '22 Release Highlights
Marc Lester
 
Mulesoft RPA & The Last Mile Problem (Dreamforce 22 ) | MuleSoft Mysore Meetu...
Mulesoft RPA & The Last Mile Problem (Dreamforce 22 ) | MuleSoft Mysore Meetu...Mulesoft RPA & The Last Mile Problem (Dreamforce 22 ) | MuleSoft Mysore Meetu...
Mulesoft RPA & The Last Mile Problem (Dreamforce 22 ) | MuleSoft Mysore Meetu...
MysoreMuleSoftMeetup
 

Similar to May 2024 - Frederick Architect Group AI + Data Community Tour.pdf (20)

RTC2023_Boost-App-Integration-with-AI_Kim.pdf
RTC2023_Boost-App-Integration-with-AI_Kim.pdfRTC2023_Boost-App-Integration-with-AI_Kim.pdf
RTC2023_Boost-App-Integration-with-AI_Kim.pdf
 
Elevate productivity_ Unveiling the power of new Slack innovations.pdf
Elevate productivity_ Unveiling the power of new Slack innovations.pdfElevate productivity_ Unveiling the power of new Slack innovations.pdf
Elevate productivity_ Unveiling the power of new Slack innovations.pdf
 
MuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotes
MuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotesMuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotes
MuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotes
 
Denver MuleSoft Meetup: TDX Talk - Automatically Secure and Manage any API at...
Denver MuleSoft Meetup: TDX Talk - Automatically Secure and Manage any API at...Denver MuleSoft Meetup: TDX Talk - Automatically Secure and Manage any API at...
Denver MuleSoft Meetup: TDX Talk - Automatically Secure and Manage any API at...
 
DC MuleSoft Meetup: TDX Talk: API Security The 3 Keys To Protect Your Digital...
DC MuleSoft Meetup: TDX Talk: API Security The 3 Keys To Protect Your Digital...DC MuleSoft Meetup: TDX Talk: API Security The 3 Keys To Protect Your Digital...
DC MuleSoft Meetup: TDX Talk: API Security The 3 Keys To Protect Your Digital...
 
Ameliorez vos parcours omnicanaux avec Marketing Cloud
Ameliorez vos parcours omnicanaux avec Marketing CloudAmeliorez vos parcours omnicanaux avec Marketing Cloud
Ameliorez vos parcours omnicanaux avec Marketing Cloud
 
Salesforce Architect Group, Frederick, United States February 2023 - Inaugura...
Salesforce Architect Group, Frederick, United States February 2023 - Inaugura...Salesforce Architect Group, Frederick, United States February 2023 - Inaugura...
Salesforce Architect Group, Frederick, United States February 2023 - Inaugura...
 
tdx20cosenhancingyourcrmwitheinsteinai1592951856546.pdf
tdx20cosenhancingyourcrmwitheinsteinai1592951856546.pdftdx20cosenhancingyourcrmwitheinsteinai1592951856546.pdf
tdx20cosenhancingyourcrmwitheinsteinai1592951856546.pdf
 
Admin Best Practices: 3 Steps to Seamless Deployments
Admin Best Practices: 3 Steps to Seamless DeploymentsAdmin Best Practices: 3 Steps to Seamless Deployments
Admin Best Practices: 3 Steps to Seamless Deployments
 
Frisco Automating Purchase Orders with MuleSoft IDP- May 10th, 2024.pptx.pdf
Frisco Automating Purchase Orders with MuleSoft IDP- May 10th, 2024.pptx.pdfFrisco Automating Purchase Orders with MuleSoft IDP- May 10th, 2024.pptx.pdf
Frisco Automating Purchase Orders with MuleSoft IDP- May 10th, 2024.pptx.pdf
 
Salesforce Learning Journey - Partner Guide to Credentials.pdf
Salesforce Learning Journey - Partner Guide to Credentials.pdfSalesforce Learning Journey - Partner Guide to Credentials.pdf
Salesforce Learning Journey - Partner Guide to Credentials.pdf
 
Women in Tech - Salesforce Debug Logs Deep Dive with Jess Lopez - March 2021
Women in Tech - Salesforce Debug Logs Deep Dive with Jess Lopez - March 2021Women in Tech - Salesforce Debug Logs Deep Dive with Jess Lopez - March 2021
Women in Tech - Salesforce Debug Logs Deep Dive with Jess Lopez - March 2021
 
Wellington Salesforce User Group - Summer 22 Release
Wellington Salesforce User Group - Summer 22 ReleaseWellington Salesforce User Group - Summer 22 Release
Wellington Salesforce User Group - Summer 22 Release
 
Frisco Automating Purchase Orders with MuleSoft IDP- May 10th, 2024.pptx.pdf
Frisco Automating Purchase Orders with MuleSoft IDP- May 10th, 2024.pptx.pdfFrisco Automating Purchase Orders with MuleSoft IDP- May 10th, 2024.pptx.pdf
Frisco Automating Purchase Orders with MuleSoft IDP- May 10th, 2024.pptx.pdf
 
Intro to Tableau - SL Dev Group.pdf
Intro to Tableau - SL Dev Group.pdfIntro to Tableau - SL Dev Group.pdf
Intro to Tableau - SL Dev Group.pdf
 
TDX Global Gathering - Wellington UG
TDX Global Gathering - Wellington UGTDX Global Gathering - Wellington UG
TDX Global Gathering - Wellington UG
 
#DF19 - Panel: Design Justification & Objection Handling for Architects
#DF19 - Panel: Design Justification & Objection Handling for Architects#DF19 - Panel: Design Justification & Objection Handling for Architects
#DF19 - Panel: Design Justification & Objection Handling for Architects
 
Jax, FL Admin Group Presents: Winter '22 Release Highlights
Jax, FL Admin Group Presents: Winter '22 Release HighlightsJax, FL Admin Group Presents: Winter '22 Release Highlights
Jax, FL Admin Group Presents: Winter '22 Release Highlights
 
Jax, FL Admin Group Presents: Spring '22 Release Highlights
Jax, FL Admin Group Presents: Spring '22 Release HighlightsJax, FL Admin Group Presents: Spring '22 Release Highlights
Jax, FL Admin Group Presents: Spring '22 Release Highlights
 
Mulesoft RPA & The Last Mile Problem (Dreamforce 22 ) | MuleSoft Mysore Meetu...
Mulesoft RPA & The Last Mile Problem (Dreamforce 22 ) | MuleSoft Mysore Meetu...Mulesoft RPA & The Last Mile Problem (Dreamforce 22 ) | MuleSoft Mysore Meetu...
Mulesoft RPA & The Last Mile Problem (Dreamforce 22 ) | MuleSoft Mysore Meetu...
 

Recently uploaded

Connector Corner: Seamlessly power UiPath Apps, GenAI with prebuilt connectors
Connector Corner: Seamlessly power UiPath Apps, GenAI with prebuilt connectorsConnector Corner: Seamlessly power UiPath Apps, GenAI with prebuilt connectors
Connector Corner: Seamlessly power UiPath Apps, GenAI with prebuilt connectors
DianaGray10
 
The Microsoft 365 Migration Tutorial For Beginner.pptx
The Microsoft 365 Migration Tutorial For Beginner.pptxThe Microsoft 365 Migration Tutorial For Beginner.pptx
The Microsoft 365 Migration Tutorial For Beginner.pptx
operationspcvita
 
Apps Break Data
Apps Break DataApps Break Data
Apps Break Data
Ivo Velitchkov
 
Dandelion Hashtable: beyond billion requests per second on a commodity server
Dandelion Hashtable: beyond billion requests per second on a commodity serverDandelion Hashtable: beyond billion requests per second on a commodity server
Dandelion Hashtable: beyond billion requests per second on a commodity server
Antonios Katsarakis
 
PRODUCT LISTING OPTIMIZATION PRESENTATION.pptx
PRODUCT LISTING OPTIMIZATION PRESENTATION.pptxPRODUCT LISTING OPTIMIZATION PRESENTATION.pptx
PRODUCT LISTING OPTIMIZATION PRESENTATION.pptx
christinelarrosa
 
Principle of conventional tomography-Bibash Shahi ppt..pptx
Principle of conventional tomography-Bibash Shahi ppt..pptxPrinciple of conventional tomography-Bibash Shahi ppt..pptx
Principle of conventional tomography-Bibash Shahi ppt..pptx
BibashShahi
 
LF Energy Webinar: Carbon Data Specifications: Mechanisms to Improve Data Acc...
LF Energy Webinar: Carbon Data Specifications: Mechanisms to Improve Data Acc...LF Energy Webinar: Carbon Data Specifications: Mechanisms to Improve Data Acc...
LF Energy Webinar: Carbon Data Specifications: Mechanisms to Improve Data Acc...
DanBrown980551
 
Leveraging the Graph for Clinical Trials and Standards
Leveraging the Graph for Clinical Trials and StandardsLeveraging the Graph for Clinical Trials and Standards
Leveraging the Graph for Clinical Trials and Standards
Neo4j
 
AWS Certified Solutions Architect Associate (SAA-C03)
AWS Certified Solutions Architect Associate (SAA-C03)AWS Certified Solutions Architect Associate (SAA-C03)
AWS Certified Solutions Architect Associate (SAA-C03)
HarpalGohil4
 
What is an RPA CoE? Session 2 – CoE Roles
What is an RPA CoE?  Session 2 – CoE RolesWhat is an RPA CoE?  Session 2 – CoE Roles
What is an RPA CoE? Session 2 – CoE Roles
DianaGray10
 
Demystifying Knowledge Management through Storytelling
Demystifying Knowledge Management through StorytellingDemystifying Knowledge Management through Storytelling
Demystifying Knowledge Management through Storytelling
Enterprise Knowledge
 
Christine's Supplier Sourcing Presentaion.pptx
Christine's Supplier Sourcing Presentaion.pptxChristine's Supplier Sourcing Presentaion.pptx
Christine's Supplier Sourcing Presentaion.pptx
christinelarrosa
 
Harnessing the Power of NLP and Knowledge Graphs for Opioid Research
Harnessing the Power of NLP and Knowledge Graphs for Opioid ResearchHarnessing the Power of NLP and Knowledge Graphs for Opioid Research
Harnessing the Power of NLP and Knowledge Graphs for Opioid Research
Neo4j
 
Must Know Postgres Extension for DBA and Developer during Migration
Must Know Postgres Extension for DBA and Developer during MigrationMust Know Postgres Extension for DBA and Developer during Migration
Must Know Postgres Extension for DBA and Developer during Migration
Mydbops
 
Containers & AI - Beauty and the Beast!?!
Containers & AI - Beauty and the Beast!?!Containers & AI - Beauty and the Beast!?!
Containers & AI - Beauty and the Beast!?!
Tobias Schneck
 
Astute Business Solutions | Oracle Cloud Partner |
Astute Business Solutions | Oracle Cloud Partner |Astute Business Solutions | Oracle Cloud Partner |
Astute Business Solutions | Oracle Cloud Partner |
AstuteBusiness
 
JavaLand 2024: Application Development Green Masterplan
JavaLand 2024: Application Development Green MasterplanJavaLand 2024: Application Development Green Masterplan
JavaLand 2024: Application Development Green Masterplan
Miro Wengner
 
Discover the Unseen: Tailored Recommendation of Unwatched Content
Discover the Unseen: Tailored Recommendation of Unwatched ContentDiscover the Unseen: Tailored Recommendation of Unwatched Content
Discover the Unseen: Tailored Recommendation of Unwatched Content
ScyllaDB
 
Mutation Testing for Task-Oriented Chatbots
Mutation Testing for Task-Oriented ChatbotsMutation Testing for Task-Oriented Chatbots
Mutation Testing for Task-Oriented Chatbots
Pablo Gómez Abajo
 
[OReilly Superstream] Occupy the Space: A grassroots guide to engineering (an...
[OReilly Superstream] Occupy the Space: A grassroots guide to engineering (an...[OReilly Superstream] Occupy the Space: A grassroots guide to engineering (an...
[OReilly Superstream] Occupy the Space: A grassroots guide to engineering (an...
Jason Yip
 

Recently uploaded (20)

Connector Corner: Seamlessly power UiPath Apps, GenAI with prebuilt connectors
Connector Corner: Seamlessly power UiPath Apps, GenAI with prebuilt connectorsConnector Corner: Seamlessly power UiPath Apps, GenAI with prebuilt connectors
Connector Corner: Seamlessly power UiPath Apps, GenAI with prebuilt connectors
 
The Microsoft 365 Migration Tutorial For Beginner.pptx
The Microsoft 365 Migration Tutorial For Beginner.pptxThe Microsoft 365 Migration Tutorial For Beginner.pptx
The Microsoft 365 Migration Tutorial For Beginner.pptx
 
Apps Break Data
Apps Break DataApps Break Data
Apps Break Data
 
Dandelion Hashtable: beyond billion requests per second on a commodity server
Dandelion Hashtable: beyond billion requests per second on a commodity serverDandelion Hashtable: beyond billion requests per second on a commodity server
Dandelion Hashtable: beyond billion requests per second on a commodity server
 
PRODUCT LISTING OPTIMIZATION PRESENTATION.pptx
PRODUCT LISTING OPTIMIZATION PRESENTATION.pptxPRODUCT LISTING OPTIMIZATION PRESENTATION.pptx
PRODUCT LISTING OPTIMIZATION PRESENTATION.pptx
 
Principle of conventional tomography-Bibash Shahi ppt..pptx
Principle of conventional tomography-Bibash Shahi ppt..pptxPrinciple of conventional tomography-Bibash Shahi ppt..pptx
Principle of conventional tomography-Bibash Shahi ppt..pptx
 
LF Energy Webinar: Carbon Data Specifications: Mechanisms to Improve Data Acc...
LF Energy Webinar: Carbon Data Specifications: Mechanisms to Improve Data Acc...LF Energy Webinar: Carbon Data Specifications: Mechanisms to Improve Data Acc...
LF Energy Webinar: Carbon Data Specifications: Mechanisms to Improve Data Acc...
 
Leveraging the Graph for Clinical Trials and Standards
Leveraging the Graph for Clinical Trials and StandardsLeveraging the Graph for Clinical Trials and Standards
Leveraging the Graph for Clinical Trials and Standards
 
AWS Certified Solutions Architect Associate (SAA-C03)
AWS Certified Solutions Architect Associate (SAA-C03)AWS Certified Solutions Architect Associate (SAA-C03)
AWS Certified Solutions Architect Associate (SAA-C03)
 
What is an RPA CoE? Session 2 – CoE Roles
What is an RPA CoE?  Session 2 – CoE RolesWhat is an RPA CoE?  Session 2 – CoE Roles
What is an RPA CoE? Session 2 – CoE Roles
 
Demystifying Knowledge Management through Storytelling
Demystifying Knowledge Management through StorytellingDemystifying Knowledge Management through Storytelling
Demystifying Knowledge Management through Storytelling
 
Christine's Supplier Sourcing Presentaion.pptx
Christine's Supplier Sourcing Presentaion.pptxChristine's Supplier Sourcing Presentaion.pptx
Christine's Supplier Sourcing Presentaion.pptx
 
Harnessing the Power of NLP and Knowledge Graphs for Opioid Research
Harnessing the Power of NLP and Knowledge Graphs for Opioid ResearchHarnessing the Power of NLP and Knowledge Graphs for Opioid Research
Harnessing the Power of NLP and Knowledge Graphs for Opioid Research
 
Must Know Postgres Extension for DBA and Developer during Migration
Must Know Postgres Extension for DBA and Developer during MigrationMust Know Postgres Extension for DBA and Developer during Migration
Must Know Postgres Extension for DBA and Developer during Migration
 
Containers & AI - Beauty and the Beast!?!
Containers & AI - Beauty and the Beast!?!Containers & AI - Beauty and the Beast!?!
Containers & AI - Beauty and the Beast!?!
 
Astute Business Solutions | Oracle Cloud Partner |
Astute Business Solutions | Oracle Cloud Partner |Astute Business Solutions | Oracle Cloud Partner |
Astute Business Solutions | Oracle Cloud Partner |
 
JavaLand 2024: Application Development Green Masterplan
JavaLand 2024: Application Development Green MasterplanJavaLand 2024: Application Development Green Masterplan
JavaLand 2024: Application Development Green Masterplan
 
Discover the Unseen: Tailored Recommendation of Unwatched Content
Discover the Unseen: Tailored Recommendation of Unwatched ContentDiscover the Unseen: Tailored Recommendation of Unwatched Content
Discover the Unseen: Tailored Recommendation of Unwatched Content
 
Mutation Testing for Task-Oriented Chatbots
Mutation Testing for Task-Oriented ChatbotsMutation Testing for Task-Oriented Chatbots
Mutation Testing for Task-Oriented Chatbots
 
[OReilly Superstream] Occupy the Space: A grassroots guide to engineering (an...
[OReilly Superstream] Occupy the Space: A grassroots guide to engineering (an...[OReilly Superstream] Occupy the Space: A grassroots guide to engineering (an...
[OReilly Superstream] Occupy the Space: A grassroots guide to engineering (an...
 

May 2024 - Frederick Architect Group AI + Data Community Tour.pdf

  • 1. AI + Data Community Tour Frederick Architect Group May 29, 2024 Get hands-on with Einstein Copilot, Prompt Builder, and Data Cloud
  • 2. Nadina D. Lisbon CRM Enterprise Architect at NetApp Justin W. Lisbon Salesforce Technical Architect at Vacasa https://www.linkedin.com/in/nadinalisbon https://www.linkedin.com/in/jwlisbon Frederick MD Architect Group Leaders
  • 3. 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
  • 5. Einstein 1 Studio Prompt Builder + demo Einstein Copilot + demo Data Cloud + AI Agenda
  • 6. Terminology Large Language Model (LLM) Prompt Retrieval-Augmented Generation (RAG) Grounding Reasoning Generative AI
  • 7. How can YOU build with AI + Data?
  • 8. Einstein 1 Studio Prompt Builder + demo Einstein Copilot + demo Data Cloud + AI Agenda
  • 9. Every app is being reimagined with consumer AI Data Models UI “Public Data”
  • 10. Einstein 1 Platform Hyperforce Einstein Trust Layer Einstein 1 Studio Your Models or LLMs Salesforce Provided Models Apps & Workflows Sales Service Model Agility Data Cloud Trusted AI + Data Architecture Marketing Commerce Tableau Industries Prompt Builder Copilot Builder Model Builder RAG, Semantic Search Monitoring, Governance Data Residency Compliance End to End Encryption Net Zero Real-Time Lakehouse Structured & Unstructured Unified Profiles Data Actions Vector Database Your Lake Unified Metadata Framework Einstein Copilot Secure Data Retrieval Dynamic Grounding Data Masking Toxicity Detection Audit Trail, Feedback Zero Data Retention
  • 11. 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 New
  • 12. Einstein 1 Studio Prompt Builder + demo Einstein Copilot + demo Data Cloud + AI Agenda
  • 13. 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 Now
  • 14. 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
  • 16. Watch The Prompt Builder Demo Begin at 09:45 Quick Start: Prompt Builder
  • 17. 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 Aer Generation
  • 18. 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 Hi Stephan. My name's Samantha Jones from 123 Elm Street, Springfield, IL 62704.
  • 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 Hi Person_0. My name's Person_1 from Address_0.
  • 20. 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 You must not address any content or generate answers that you don’t have data or basis on: … Hi Person_0. My name's Person_1 from Address_0. … If you experience an error or are unsure of the validity of your response, say you don't know.
  • 21. Hosted Models in Salesforce trust boundary External Models with shared trust boundary Models CRM Apps Secure Gateway Einstein Trust Layer Response Zero Retention Toxicity Detection Feedback Framework Data Demasking Audit Trail Bring Your Own Models, on Your Infrastructure Secure Data Retrieval Dynamic Grounding Data Masking Prompt Defense Prompt Before Generation
  • 22. CRM Apps Einstein Trust Layer Toxicity Detection Feedback Framework Response Data Demasking Audit Trail Secure Data Retrieval Dynamic Grounding Data Masking Prompt Prompt Defense Hosted Models in Salesforce trust boundary External Models with shared trust boundary Models Secure Gateway Zero Retention Bring Your Own Models, on Your Infrastructure
  • 23. Hosted Models in Salesforce trust boundary External Models with shared trust boundary CRM Apps Models Secure gateway Einstein Trust Layer Zero Retention Secure Data Retrieval Dynamic Grounding Data Masking Prompt Prompt Defense Bring Your Own Models, on Your Infrastructure Aer Generation Toxicity Detection Feedback Framework Response Data Demasking Audit Trail
  • 24. 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 Data Masking Prompt Prompt Defense Response Data Demasking Audit Trail Bring Your Own Models, on Your Infrastructure Secure Data Retrieval Dynamic Grounding Prompt Builder
  • 25. Einstein 1 Studio Prompt Builder + demo Einstein Copilot + demo Data Cloud + AI Get Hands-on Agenda
  • 26. Reason through asks, then securely take action to get work done Einstein Copilot One conversational AI assistant across every app GA | April 2024 New
  • 27. Conversational AI, grounded in your data and metadata Opportunities Cases Engagement events Knowledge articles Customizations Page context Permissions Automations Data Metadata
  • 28. Custom Actions Apex Standard Actions (Out of the box) Platform Actions Cloud Actions Built by Salesforce Built by Trailblazers Prompt Template Flow External Services Customize your Einstein Copilot with familiar building blocks MuleSo APIs Your trusted data and metadata
  • 29. How Einstein Copilot works for you 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)
  • 31. Watch The Copilot Builder Demo Begin at 31:22 Quick Start: Einstein Copilot
  • 32. Einstein 1 Studio Prompt Builder + demo Einstein Copilot + demo Data Cloud + AI Agenda
  • 33. 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 Today Retrieval Augmented Generation (RAG)
  • 34.
  • 35. 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
  • 36. 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
  • 37. 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
  • 38. 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