Joined our community-led event to dive into the world of Artificial Intelligence (AI)! Whether you were just starting your AI journey or already familiar with its concepts, one thing was certain: AI was reshaping the future of work. This enablement session was your chance to level up your skills and stay ahead in that rapidly evolving landscape. As AI news continues to dominate headlines, it's natural to have questions and concerns about its impact on our lives. Will AI take over human jobs? Will it render us obsolete? Rest assured, the outlook is far brighter than you may think. Rather than replacing humans, AI is designed to enhance our capabilities and work alongside us. It won't be replacing marketers, service representatives, or salespeople—it will be empowering them to achieve even greater results. Companies across industries recognize this potential and are embracing AI to unlock new levels of performance. During this enablement session, you'll have the opportunity to explore how AI advancements can positively influence your professional journey and daily life. We'll debunk common misconceptions, address fears, and showcase real-world examples of how successful AI implementation leads to workforce augmentation rather than replacement. Be prepared to gain valuable insights and practical knowledge that will help you navigate the AI landscape with confidence.

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

5. Announcements

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)