Salesforce AI Solutions

Agent Action – Get Record Details

This feature of artificial intelligence in Salesforce creates concise overviews of specific records, with the results tailored to both the record type and the available prompt templates. For instance, asking to “Summarize the Acme account” will produce a succinct, bespoke summary of that particular account.

Agent Action – Explore Conversation

This aspect of Salesforce AI implementation responds to inquiries regarding voice or video calls by assessing call transcripts. For instance, if someone asks Einstein, “What was the customer sentiment during the call?” the system generates an answer in the language the customer used.

Agent Action – Answer Questions with Knowledge

This group of Salesforce AI tools provides accurate responses to questions by drawing on knowledge base articles. When a user submits a query (for example: “What’s our return policy for online purchases made during a promotional sale?”), it will search available documentation and deliver clear answers based on pertinent data.

Agent Action – Identify Object by Name

This assesses the user’s input to identify the relevant object being referenced, then returns a list of matching object names to enable further actions. Among other things, if you type “Acme,” the system searches and presents all objects with “Acme” in their name, allowing you to quickly select the intended record and continue.

Agent Action – Custom Actions

Custom actions are tailored operations that can be triggered during an AI-driven conversation to meet specific business goals. They allow AI to go beyond general responses and perform real-time tasks based on your input. A user could request, “Show me all open high-priority cases for this contact,” and AI would execute the appropriate logic.

Einstein Conversation Insights

Equip sales teams with conversational analytics and identify points for coaching and improvement. By reviewing voice and video call recordings, managers and representatives uncover references to competitors, products, keywords, pricing, and follow-ups. Leaders can also analyze broader conversation trends and access insights to refine strategy.

Buyer Assistant

In the context of Salesforce AI solutions, bots elevate the web-to-lead experience and support your sales team in closing more deals. Each buyer assistant uses CRM-driven dialogs and automation flows to engage clients, pitching products after hours, routing leads, notifying team members, and scheduling meetings. Once created, the bot can be customized to match your conversation style and corporate priorities.

Einstein Relationship Insights

Here, seamless AI Salesforce integration with Andersen will help you discover key connections by assessing a wide range of data—from unstructured content like web pages to structured Salesforce records. Each identified relationship is backed by contextual evidence, giving your team the clarity required to engage the right people, pursue high-potential leads, and close deals with confidence.

Agent Action – Summarize Record

AI creates a condensed and easy-to-read overview of a specific record, with the output tailored according to the record type and the specific prompt templates the user has access to.

Agent Action – Answer Questions with Knowledge

Smart assistants deliver accurate, well-supported answers to user questions by searching through and extracting information from the most relevant and up-to-date knowledge base articles.

Agent Action – Custom Actions

These are the trigger flows, Apex code, or prompt-based logic behind AI conversations for tailored tasks. For example, you can retrieve all open high-priority cases linked to a specific name, based on real-time input.

Einstein Conversation Insights

AI assists teams with learning from calls by highlighting key aspects and trends. Representatives and managers can review recordings to spot mentions of competitors, products, pricing, and the next steps.

Einstein Case Wrap-Up

This feature recommends field values by analyzing past cases and chat transcripts. Thus, agents gain insights during chats, and Einstein suggests case details once the conversation ends.

Einstein Work Summaries

Einstein automates case summaries by predicting key details like the issue and resolution. As chats progress, it refines its output, generating accurate summaries to boost efficiency and improve service.

Einstein Case Classification

In this respect, Salesforce AI integration with Andersen makes guesswork unnecessary and accelerates case resolution. AI, trained on closed cases, suggests field values as soon as a case is created.

Service Analytics

Service Analytics helps managers and agents turn data into action. Prebuilt dashboards offer KPIs, case snapshots, and client insights, accessible on any device and customizable to your corporate needs.

Einstein Copy Insights

AI reviews subject lines from the past 90 days of English emails to suggest improvements based on language patterns, emotional tone, and top-performing phrases, helping users boost engagement.

Einstein Content Selection

Artificial intelligence in Salesforce delivers real-time, automated email personalization the moment a message is opened, providing intelligent, scalable, and dynamic content for each recipient.

Einstein Content Tagging

Salesforce AI implementation with Andersen empowers customers to streamline image management by auto-tagging files in the content library with searchable labels.

Einstein Send Time Optimization

Here, Salesforce AI consulting and implementation with Andersen maximize engagement by sending emails and push notifications when each subscriber is most likely to respond.

Einstein Engagement Scoring

Salesforce AI solutions make it possible to segment subscribers by analyzing their email behavior, e.g. opens, clicks, and unsubscribes and forecast future engagement, as well as assign predictive scores and help you reach the right audience.

Einstein Engagement Frequency

Smart technology improves email campaign performance by using past engagement data to find the most efficient send frequency, helping to reduce unsubscribes by tailoring email volume to each client.

Einstein Email Recommendations

Modern Salesforce software boosts campaigns with tailored recommendations, drawing from the asset catalog to display relevant items when the email is opened, driving higher engagement and conversions via personalized content.

Einstein Behavior Scoring

Employing this Salesforce AI tool for B2B marketing automation makes it possible to monitor the potential customer's activity, detect buying intent, and adjust scores accordingly—all displayed via a Lightning component for easy access.