Best Practices for Implementing Einstein Copilot in Salesforce Jashuva P · Follow 2 min read · Just now Salesforce Einstein Copilot , a generative AI assistant, launched in April 2024, is transforming business engagement. It uses intelligent, data-driven insights to answer questions, generate content, and automate actions, leveraging your company’s unique data to understand your business deeply and assist you. Einstein Copilot comes with certain standard actions like drafting emails or summarizing records. For more tailored capabilities, we can use custom actions with Prompt Builder to create dynamic prompts and enhance decision-making. Copilot Actions Best Practices for Copilot Actions: Identify High-Impact Use Cases: Focus on tasks that are repetitive or error-prone or time consuming. Ensure Contextual Relevance: Align actions with specific roles, like for sales or for service reps. […]
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