Dreamforce 2023

A major theme for 2023 in tech has been AI and ML. It’s no surprise that it became a major theme for Dreamforce. Advertised as “the largest AI event of the year”, they hosted more than 40,000 in-person attendees. Companies are very protective about their data and take many measures to design their Orgs to allow sharing and visibility of data only as needed per role. Salesforce does not shy away from addressing some of the concerns and fears around data and AI. They started the conference by prioritizing ethical considerations. Educating on their intentions and an explanation of the security of their innovations. After all that, then they explain the benefits and possibilities. Only time will tell if Salesforce can maintain customer trust as adoption increases.

#Key AI/ML Announcements

#Einstein 1 Platform

• AI platform that promises the ability to safely connect any data for AI-powered application building
• Integrates with Slack, Tableau, Google Workspace, Microsoft 365, Mulesoft, Heroku, and Canvas and leverages the Salesforce Data Cloud
• Supports thousands of metadata-enabled objects per customer
• Users can trigger Flows by any change on any object at scale
• Can interact with legacy and modern systems

#Einstein Copilot

• GenAI out-of-the-box conversational AI assistant
• Ability to ask questions in natural language and receive relevant and trustworthy answers grounded in secure proprietary company data in the Salesforce Data Cloud
• More actions beyond a query, including implementing a recommended action plan after a sales call or creating a new service knowledge article, according to the vendor

#Einstein Copilot Studio

• Allow users the ability to build their own AI-powered applications with custom prompts, skills and AI models
• Can make Einstein Copilot available across websites and other consumer-facing channels for real-time chats and messages with Slack, WhatsApp and other apps
• A prompt builder for testing and deploying GenAI prompts that match company brands and styles without deep technical expertise
• A model builder feature lets users bring their own models for business needs

#Salesforce and Google Partnership

• Salesforce is the first partner to integrate with the Google Workspace Duet AI extensions framework
• Users can bring in context from Salesforce and Google Calendar, Docs, Meet, Gmail and other productivity applications
• Joint users can also bring PaLM 2 and other Google-hosted LLMs from Vertex AI to Salesforce’s Einstein Copilot Studio to build GenAI products and services

#Democratizing Data

• Free Data Cloud and Tableau licenses to all Sales and Service Cloud, Enterprise, or Unlimited edition customers