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Generative AI for
Admins: Unlock the
Future of AI
Presenter name, title
Salesforce Einstein Pioneered AI for CRM
First AI for CRM
Everyone’s data
scientist
Low code
Every Cloud
1 Trillion
predictions a week
+
Salesforce Admins Innovate with AI
1.3T
Automations per month
215B
Predictions per day
Partners
Service
Platform
Sales
MuleSoft
Marketing
Industries
Tableau
Slack
Commerce
Net Zero
Tableau
MuleSoft
Platform
& Data
Slack
Net Zero
Industries
Partners
Success
Sales
Commerce
Marketing
Service
Coming soon
Messages
Landing Pages
Slack Workflows
MuleSoft
Integrations
Tableau Data Stories
Apex Code
Flows
@Einstein create leads
Say to
Einstein GPT
The world’s
most trusted
generative AI
for enterprise
What is generative AI?
Why is it important?
How to be an AI-minded admin
Generative AI Fundamentals
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.
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.
LLMs or Foundational Models
What is Generative AI?
Traditional Deep
Learning Methods
Millions of parameters
Large
Language
Models
Billions of parameters
vs
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
+ +
What is generative AI?
Why is it important?
How to be an AI-minded admin
Agenda
Generative AI Is Creating Opportunities
Generative AI in IT Survey
67%
of IT leaders are
prioritizing generative
AI in the next six
months
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.
Common Concerns About Generative AI
Hallucinations Data Security Plagiarism User Spoofing Sustainability
Learn more on Trailhead: sforce.co/AIForAdmins
What is generative AI?
Why is it important?
How to be an AI-minded admin
Agenda
Be an AI-Minded Admin
Step 1
Stay up-to-date on
Salesforce AI
Step 2
Learn generative AI
fundamentals
Step 3
Get ready for data-
centric AI
Get Ready for Data-Centric AI
Data management habits lay the groundwork for AI innovation
Improve data quality and ensure
data cleanliness
Increase business value and boost adoption
Create and maintain a backup
solution
Ensure business continuity
Maintain and improve your org
Delight users with improved performance
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.
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.
New Trailhead modules on fundamental
generative AI concepts
1
2 AI for Admins Resource page
3
Complete the Trailmix
to Become an AI-
Minded Admin
sforce.co/AIForAdmins
Blog posts and more resources on
generative AI
Thank you

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AI Event In a Box - Generative AI for Admins_ Unlock the Future of AI (6).pptx

  • 1. Generative AI for Admins: Unlock the Future of AI Presenter name, title
  • 2. Salesforce Einstein Pioneered AI for CRM First AI for CRM Everyone’s data scientist Low code Every Cloud 1 Trillion predictions a week +
  • 3. Salesforce Admins Innovate with AI 1.3T Automations per month 215B Predictions per day Partners Service Platform Sales MuleSoft Marketing Industries Tableau Slack Commerce Net Zero Tableau MuleSoft Platform & Data Slack Net Zero Industries Partners Success Sales Commerce Marketing Service Coming soon
  • 4. Messages Landing Pages Slack Workflows MuleSoft Integrations Tableau Data Stories Apex Code Flows @Einstein create leads Say to Einstein GPT The world’s most trusted generative AI for enterprise
  • 5. What is generative AI? Why is it important? How to be an AI-minded admin Generative AI Fundamentals
  • 6. 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.
  • 7. 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.
  • 8. LLMs or Foundational Models What is Generative AI? Traditional Deep Learning Methods Millions of parameters Large Language Models Billions of parameters vs
  • 9. 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 + +
  • 10. What is generative AI? Why is it important? How to be an AI-minded admin Agenda
  • 11. Generative AI Is Creating Opportunities Generative AI in IT Survey 67% of IT leaders are prioritizing generative AI in the next six months
  • 12. 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.
  • 13. Common Concerns About Generative AI Hallucinations Data Security Plagiarism User Spoofing Sustainability Learn more on Trailhead: sforce.co/AIForAdmins
  • 14. What is generative AI? Why is it important? How to be an AI-minded admin Agenda
  • 15. Be an AI-Minded Admin Step 1 Stay up-to-date on Salesforce AI Step 2 Learn generative AI fundamentals Step 3 Get ready for data- centric AI
  • 16. Get Ready for Data-Centric AI Data management habits lay the groundwork for AI innovation Improve data quality and ensure data cleanliness Increase business value and boost adoption Create and maintain a backup solution Ensure business continuity Maintain and improve your org Delight users with improved performance
  • 17. 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.
  • 18. 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.
  • 19. New Trailhead modules on fundamental generative AI concepts 1 2 AI for Admins Resource page 3 Complete the Trailmix to Become an AI- Minded Admin sforce.co/AIForAdmins Blog posts and more resources on generative AI

Editor's Notes

  1. Hello and welcome to Understanding Generative AI for Admins. [Introduce yourself] Generative AI is an exciting topic that has been all over the news. And while most of us have heard of generative AI and maybe have played around with it ourselves, the majority of people don’t understand the technology behind it! As we see generative AI becoming more and more a part of our lives, we want to enable everyone so you can be trailblazers in this incredible new world of generative AI.
  2. AI is not a new topic for trailblazers because the Salesforce platform has AI natively built in. When Salesforce launched Einstein in 2016, it brought a data scientist to every organization to harness predictive insights and recommendations to work smarter and faster. Today, Einstein runs 215 billion predictions a day - that’s a massive amount of AI-driven insights for companies.
  3. Salesforce Admins have been innovating with AI since the launch of Einstein in 2016. Using AI, data, and CRM, admins Salesforce Admins are delivering the future of business. There are so many ways AI is assisting Salesforce Admins today, helping you create intelligent apps and experiences, increase service rep productivity, create custom predictions fast, and so much more. And with generative AI, the opportunities for AI to continue to assist admins will grow! Generative AI will assist admins in driving more impact- more success for your companies than ever before. [Note: you can call out specific products and features or personal anecdotes here].
  4. At TrailblazerDX, Salesforce announced Einstein GPT, which brings the incredible power of generative AI to the Salesforce platform. This innovation works with the full power of the Salesforce platform, from your trusted customer data. Einstein GPT helps you generate trusted content from CRM data and improve every experience across Customer 360 – for your customers and for your employees. Email. Messages. Articles. Landing pages. Even Flows! Einstein is here to help and assist you in your role as an Admin. This is the summer of AI and there’s so much innovation coming soon on the roadmap. With this exciting announcement of Einstein GPT and all of the features coming soon, there’s no better time to learn about generative AI and how you will be able to use it. Let’s start with the fundamentals.
  5. Today, we’ll cover generative AI fundamentals for Salesforce Admins. We’ll start with What is generative AI Why is it important and finally discuss how everyone can be an AI-minded admin Let’s start with defining generative AI.
  6. Generative AI is a powerful technology that is taking the world by storm! Generative AI is a family of deep learning algorithms that can automatically create new content such as text, imagery, code, voice, and even video. In order to generate this content, generative ai algorithms learn patterns and features from massive amounts of training data.
  7. You may have heard the terms machine learning, deep learning, and generative AI before. But did you know deep learning is a type of machine learning? And generative AI is a type of deep learning? While these terms are sometimes used interchangeably, they are distinct types of AI. Machine learning leverages data to generate predictions. The more data we feed into a machine learning system, the better it can predict. Deep learning is a type of machine learning that uses complex algorithms (also known as neural networks) to learn and perform tasks without explicitly programmed step-by-step instructions. Generative AI fits in here- under deep learning. We’ve been interacting with these concepts in our daily lives, like autocomplete in search engines or on your mobile device! But generative AI takes deep learning a step further
  8. Traditional deep learning methods use “smaller” neural networks to solve AI problems such as making predictions or recognize patterns. Generative AI is built upon large language models (aka foundation models) which are essentially very large neural networks.These neural networks include billions of parameters—the tiny, interconnected decision-making elements that collectively give rise to their capabilities—representing a huge increase over traditional methods. While generative AI has been in the spotlight thanks to the release of popular products like ChatGPT, many of the roots and interactions of generative AI have been a part of our lives for quite some time. For instance, consider how a search engine knows how to complete searches for you.
  9. So why is generative AI having it’s inflection point now? There are 3 contributing factors: More data: There is a huge amount of data that is available today. Better algorithms: Better deep learning algorithms have been developed that discover patterns within these large amounts of data. Large amounts of compute power: Large amounts of available compute power make it possible process the sheer amount of data required for generative AI.
  10. We’ve covered what generative AI is, now let’s talk about why it’s important.
  11. Generative AI is creating opportunities for businesses! In an IT Survey, 67% of IT leaders noted they’re prioritizing generative AI in the next six months. Businesses are excited about the huge potential for generative AI. This makes it even more important that as admins, as Trailblazers - we understand the underlying technology and how it might transform the way businesses operate so we can bring the power of AI to our companies. Businesses are excited about the potential to drive efficiency and productivity with the help of generative AI. Interacting with generative AI for the first time can be a mind-blowing experience! It can help you generate everything from poems written in the style of a pirate, to creative email copywriting, to even generating lines of code. It’s critical to innovate responsibly with generative AI. [Note: you can call out specific products and features or personal anecdotes and use cases here].
  12. Start with these core principles: Trust, accuracy, security, and empowerment Trust: Make it clear when content is AI-generated, and follow your company’s guidelines around usage. Security: Protect personally identifying information and proprietary company information. Accuracy: Always review and revise generated content to ensure accuracy. Empowerment: Use generative IA as an assistant to supercharge your capabilities.
  13. With any new technology, comes new risk… so how can you approach generative AI understanding it’s limitations and common concerns? Here are a few of the main concerns with generative ai Hallucinations: Generative AI is a form of prediction and sometimes predictions are wrong. Generative AI incorrect responses are also known as hallucinations, with any AI generated text, it’s super important to review the content and ensure that it is accurate and correct. Data Security: Protect personally identifying information and proprietary company information. When using AI services, trust is critical. Plagiarism: LLMs and AI models for image generation are typically trained on publicly available data. There’s the possibility that the model will learn a style and replicate that style. User spoofing: It’s easier than ever to create a believable online profile, complete with an AI generated picture. Fake users like this can interact with real users (and other fake users), in a very realistic way. That makes it hard for businesses to identify bot networks that promote their own bot content. Sustainability: The computing power required to train AI models is immense, and the processors doing the math require a lot of actual power to run. As models get bigger, so do their carbon footprints. Fortunately, once a model is trained it takes relatively little power to process requests. And, renewable energy is expanding almost as fast as AI adoption! To learn more about generative AI, check out the trailmix linked here which includes valuable resources and content!
  14. Now that you know how to approach generative AI responsibly as well as some common concerns, let’s move on to how you can use your generative AI knowledge and these principles to be an AI-minded admin.
  15. There are three key steps to be an AI-minded admin. Step 1: Stay up-to-date on Salesforce AI. Step 2: Learn Generative AI fundamentals Step 3: Get ready for data-centric AI - we are here!
  16. After your first interaction with generative AI, you’ll see the potential! New innovations in generative AI, like those announced by Salesforce will significantly reshape how you manage your customer relationships, but they require data that is accurate, updated, accessible, and complete. Having the complete picture — knowing what, when, why, and how your customer does something – is the key to adding valuable context to AI. Focus on data management now to help you lay the groundwork for AI innovations.
  17. You do not have to wait for the Salesforce generative AI feature betas to get hands on with generative AI. You can start using free generative AI tools today! The first thing you can do is understand prompt engineering. Prompts are how you interact with generative AI. Natural language prompts are the input used to “prompt” the generated response. Experiment with tools such as Google’s Bard, and OpenAI’s ChatGPT to familiarize yourself with the technology and start to identify places where AI can assist you. If you’ve never interacted with these tools before, here are a few sample prompts you can try! 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. Experiment and familiarize yourself with generative AI tools! But do not forget, always follow your company security policies when using generative AI tools.
  18. If you’re already familiar with these tools and exploring more ways to use generative AI, here are some tips for prompts that will help you return the best responses from these tools! When coming up with your own prompts, follow these three tips: Number 1, provide context. Always ground generative AI prompts in your own knowledge and provide important context. Consider the difference in response between asking ChatGPT to “write an email” vs “Write an onboarding email for a new Salesforce user at a financial services company”. Which prompt do you think will provide the most valuable response? Two, be security-minded. Do not put any confidential company information or data into public generative AI tools. Confidential information can include source code, customer information, deal information. Always follow company security policies when working with generative AI tools. Three, always review and revise generative AI outputs to ensure accuracy. Never deploy solutions generated by AI directly into production without testing and validation. If you’re working with text, always ensure you review and revise to avoid copyright infringement. You do not want to unintentionally plagiarize through a public generative AI tool.
  19. We’ve learned about generative AI, why it’s important for admins, and how you can prepare for AI today. To learn more about these topics, check out the trailmix linked here. It includes key resources to help you dive deeper into these fundamental AI concepts. It even includes the link to this presentation so you can host a generative AI learning session with your company or community!
  20. Thank you for joining, have a great rest of your day.