Day 11 | Salesforce AI Associate | AI Capabilities in CRM | AI Bootcamp | Sanjay & Nikita

Sanjay Gupta Tech School
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1 Video View·Dec 2, 2024
okay we are live so hello everyone I am
sanay Gupta I welcome you on sanj Gupta
tech school so uh we are back with one
more session on AI associate boot camp
and I have Nikita with me so welcome
Nikita on the platform thank you sir so
this is our last session of this boot
camp and the topic is AI capabilities in
CRM so lots of topics are already
delivered and uh this is also very
important if you are going for uh AI
associate certification so let's
understand what uh AI capabilities are
there uh for the CRM and U after
learning all those Concepts the
theoretically and uh attempting few
quizzes I think you will be able to
answer the questions those you will be
facing in the uh certification exam okay
so with this note I uh pass it on to
Nikita so I think you can start with the
session and uhu uh after completion of
the session if you can brief U some key
aspects that people can follow uh so
that they can clear the certification so
that would be helpful
over to
you hi everyone this is Nikita again and
this is the again crucial topic that was
AI capabilities in CRM we took it in the
last because it's just 8% of the total
syllabus so um it's just that you have
to be very specific about this I'm going
to explain you about the uh artificial
intelligence implementations in the uh
customer relationship management um you
know aspect so you just have to be uh
very specific about this you don't have
to do a lot of things in that cuz if you
will if you have seen the trail head
platform it's just two topics in it uh
and then there are multiple uh topics
inside those two topics so I have
shortlisted and briefly try to explain
everything so if you understand this
kind of video U sort of thing very
nicely I think you will be able to get
through secondly I'll also do some quiz
questions with you that I have um on my
word word PD
so yeah I mean that's what we're going
to do uh secondly there are a lot of
people who have been asking about this
uh what do you call it this word thing
that we have uh you know all together we
have accumulated all those questions in
the you know the word so um of course we
are going to share that up cuz we have
got a lot of plans coming up because we
are going to launch our master class and
all uh so you know you will be seeing a
lot of things that are coming up so
probably after joining that you will be
getting all those questions accumulated
at a certain space um also if you want
it specifically so you know sir can of
course arrange that part for you all so
yeah I mean we are trying to facilitate
as much as possible so I mean let's get
through this video as well and this is
going to be the last one for this
playlist for sure but then of course we
will be delivering a lot of other
lectures into uh other playlist also and
in this aspect we are also going to do
the sessions that will be in the master
class uh way so yeah these things are
coming up in the future let's dive into
the session now so let's take a look on
how AI in CRM has to play its role so
artificial intelligence has
significantly enhanced the CRM uh system
by improving the efficiency
personalization and customer experience
so you know very well that in this case
where artificial intelligence has
influenced a lot of sectors then this
sector how can this be refering from
such kind of thing right so obviously we
have got AI implementation in CRM as
well and the first thing that you know
Salesforce implemented because it has to
implement Ai and CRM that was the that
was through the assistant that it uh you
know initiated that was the AI assistant
that was Einstein and that's what we're
going to discuss in just a couple of uh
slides okay so first thing we're going
to see that how AI is impacting CRM and
then we'll see how the assistants are
going going to help us uh deal with the
uh things that are going to come up in
this CRM sector okay so first is
automation of the routine task we have
got email responses where we you can see
that AI can automate those responses to
common customers inquiries saving time
for customer service Representatives cuz
you know a lot of time is saved if you
do not do it personally however let the
technical uh aspects or let the
technical assistants do it for you so a
lot of time is going to be saved for you
so here it is going to help as help you
as a helper sort of or an assistant sort
of as just the literal name is in order
to deliver all the intricacies of the
you know Salesforce uh in the email
responses so yeah I mean this is where
its um implementation lies then you have
data entry so again a lot of time has is
consumed in uh in putting a lot of data
so AI can automatically capture and log
customer interactions and relevant data
reducing the manual input errors right
so in order to also nullify all the
errors we are over here to introduce our
AI assistant then you have predictive
predictive analysis so there's customer
Behavior prediction and sales
forecasting so in customer Behavior
prediction AI algorithms analyze
historical data to predict the future
customer Behavior such as purchase
likelihood and CH risk so I have in uh
in previous sessions have
pretty much discussed all that uh
predictive analysis when I was
explaining you about uh when I was
explaining you about this uh you know
predictions and all when we were doing
this U predictive AI so I taught you
that we have to go through the history
the historical data if we have to be
very relevant about the future of any
business and that's what is discussed
over here also the customer Behavior U
prediction right so how can you predict
a customer's Behavior by by watching its
uh watching his or her history of
shopping of behaviors of how they deal
with the you know money that they have
right so with that respect you can
easily analyze not you but your
assistant would easily analyze all this
stuff then you have sales forecasting of
course the business needs sales so the
leads the sales all of these are taken
taken care of with the AI assistance so
AI can improve the accuracy of sale
Force cost sales force CS by identifying
the trends and patterns in the data so
yeah as I mentioned earlier also that
machine learning is a way where you can
analyze all the patterns and then all
the repetitive things you can generally
predict so that is where the sales
forecasting can happen then you have
personalizations so personalization
means how to exactly have a personal um
you know recommendation engine how to
exactly have marketing campaigns aligned
with the certain aspect because for
every business a marketing campaign pays
a lot of uh you know um it has got a lot
of usages because if you have a good
marketing campaign probably your product
is going to serve to a larger audience
and if you do not have marketing
campaign as for the you know Market
alignment then probably your product is
going to be uh serving a very small unit
of population right so Taylor
recommendation would mean that AI can
provide personalized product or service
recommendation based on individual
customer preferences and behaviors and
customize marketing campaigns AI helps
create highly targeted marketing
campaigns by segmenting customers more
effectively so now just imagine that if
you have got a good product but you do
not have a marketing campaign idea then
certainly you are going to be nowhere in
the market however if you will take help
of this AI assistant that is going to
help you out in creating all the
marketing campaigns then probably what
you have in your pocket is a good sales
remedy right so if you have a sales
remedy you probably have uh a lot of or
a set of population that you can Target
with all of your products correct so
that's what a personalized marketing
campaign would mean for a certain
product right you have seen a lot of
companies like Mortin and you know
there's uh other this pedite they have
got so many feol you have seen the
marketing campaigns of of pite are super
fantastic um um personally for me they
have they have the you know the best
implementations of all the emotional
sense and you know creativity so pite
stands first at their marketing
campaigns for me so that's one of my
favorite companies that I would Target
for the marketing campaigns and like
that your assistant can create marketing
campaigns for your company correct so
this is how it help you helps you now
you you you can go to the enhanced
customer service so the chat Bots
virtual assistance of course they're
going to enhance all of your customer
service so you very well know what are
chat Bots cuz we have discussed earlier
that uh virtual assistance and chat
boards they they are all the
implementation of generative artificial
intelligence so AI power chat boards can
handle customer queries 24/7 providing
instant support and resolving issues
without human intervention then you have
sentiment analysis again this word I
have been briefed a lot I have you know
discussed this sort of analysis in my
previous sessions where I was telling
you about you know if you have Instagram
and there is a lot of bad commenting
happening so Instagram is going to
resist all those comments it is going to
nullify those comments is not going to
show anybody those uh irrelevant
comments whichever is you know doing all
this rubbish sort of thing over there so
that's again sentiment analysis where AI
can analyze customer feedback social
media mentions to Gorge customer
sentiment and identify the areas for
improvement right so a lot of sentiment
analysis has to be taken care of if you
have to improvise on your business sales
correct if you are producing a let's say
a denim jeans in a market right and you
know the quality matters a lot and if
you are serving to a certain customer
base so you know that um you know a lot
of paid feedbacks wouldn't work however
unpaid relevant feedbacks would work and
if you are and gorging where exactly the
customer or consumer is having the
problem you are actually inclining your
sales so you should be pretty sure in
case of your product whatever feedback
is going to come you have to gge it and
now that is what the AI would do for you
so again this should be the AI assistant
should be very relevant it should know
all the intricacies of sentiment
analysis and only then can your business
fly uh by co-piloting this AI assistant
right because of course not you are the
sole responsibility bearer of your
business you have to have some people
and some assistants around you so that
they can do a lot of work for
you then comes the custumer customer
insights so we have got data analysis
and customer Journey mapping so in data
analysis AI can process vast amount of
data to uncover the insights about
customer preferences behaviors and
Trends and then you have customer
Journey mapping whereas AI helps track
and analyze the entire customer Journey
identifying the pain points and
opportunities for the enhancement it is
very literal as said you can easily get
it in your mind then you can come to the
lead score management yes one of the
another major important sector where
lead prioritization plays a role so AI
can rank leads based on their likelihood
to convert so
you know that if my business is let's
say education based so I need to have
some leads for it right and so I'm going
to do some demonstrations I'm going to
do some sessions so that I can have
certain uh you know inclination for the
people so there will be 50% of people
who might be trying to convert right and
there could be 20% of people who would
say that no we do not need the services
30% of the people can be dicey about the
services that whether or not they should
take it or not so my target will be
those 50% of people who are wanting to
Incline towards my business and want to
learn from my U sessions right so AI
would do this for you it is going to
make it is going to Mark those people as
uh you know the most um what do you say
convertibles like the ones who are going
to be converted at at a very instance
very easily they're going to get
converted so that is what the high
potential clients would work as and not
only for the education sector you you
can take any fmcg sector you can take
any sector for which you need to have
clients right so you just have to have
this AI assistant as an helper for you
so that it can tell you which are the
high potential clients which are the
high potential customers for your
business that's it and then you have
automated follow-ups of course I cannot
take this responsibility to constantly
follow up right because I need to follow
up for a lot of things so probably AI
can schedule and send lot of followup
messages to leads ensuring the timely
communication so you can see it's of so
much uh depth and so much help to us uh
to use this artificial intelligence in
our
businesses the last two things are sales
enablement and customer retention so
sales enable enablement may you have
next best action recommendation now um
listen to this one very carefully
because there's a good question in the
quiz for this one so next best action
recommendation AI can suggest the best
actions for sales representative to take
uh take based on realtime data and
historical interaction so now the thing
is that we might have had a lot of
historical interactions in the past
right that might not have resulted into
some fruitful discussion at that moment
of time however now there could be time
where this could lead to some f uh this
fruitful occupation or fruitful
discussion
uh right now so now this is what next
best action recommendation helps in that
you know it is going to help you in
taking a decision whether or not those
interactions are going to be helpful or
not right and then you have optimized
pricing of course you need to have very
optimized pricing for your sessions now
since I belong to the education industry
um I would you know make it in this sort
of that you know you have to have
optimized pricing for the sessions and a
couple of sessions you do the whole
playlist that you do so yeah I mean this
is what I can talk but of course if you
are belonging to another segment of
businesses then you can have optimized
pricing for your products it should not
look overpriced it should not look
underpriced because both of them will
have their own repercussions in
overpricing they would not try to buy it
and underpricing they would think that
the quality might not be uh you know
relevant enough or something that we
would not like it so you have to be very
having a very sense of tradeoff while
you create the pricing for your uh
company or your you know products so
this is a very sensitive point where you
should uh be working on so your AI
assistant is going to help you in this
one uh in a very beautiful manner I
should say and then you have the
customer retention so churn prediction
and loyalty program optimization so in
the churn prediction AI can identify
customers at risk of leaving and suggest
proactive measures to retain them them
as a line suggests uh if uh my AI
assistant is helping me to retain the
customers then of course what can be
more helpful than that right so it is
going to Mark those points which I might
not be doing in a well-mannered way so
we are going to again reanalyze what are
the potential things that we need to do
and then we will see the repercussions
if there's a possibility of client
detention then of course this AI
assistant has marked helpful to us and
then we have another thing that's called
loyalty program optimization whereas AI
can personalize the loyalty programs to
increase customer engagement and
satisfaction so we can have some really
uh cool like uh I'll share one uh
incidence with you that is uh again I I
kind of uh you know collect these
experiences just to share with you so
there's a company which is um which of
course is a clothing company and they
kind of sell cool stuffs that are
related to the you know various any
products I don't know if you are aware
of anime things one of the anime thing
was Naruto right so what do they do is
they kind of create those in Mumbai this
was a latest uh um like collaboration I
should say and they had this movie and
all of that thing that was all based on
this latest character anime of Naruto
right and if you are in a anime fan so
you can certainly you know go into that
so what do they do is they constantly
create every month or maybe every
quarterly they keep on creating these
programs so that they know that you know
this uh certain things the certain Vibe
doesn't get killed right so this is what
loyalty program optimization is and this
is a huge click if you are in a business
of product management and you are
creating your own product so it is going
to be very helpful for you to create the
Loyalty program
optimizations that was it about generic
artificial intelligence in the CRM but
now we going to see the Salesforce
Einstein implementation that is again
the AI assistant but um again relevant
to the sales force
platform so let's get started Einstein
is your trusted AI assistant for CRM
that is a customer relationship
management so by infusing your CRM with
artificial intelligence you can
completely change the way your company
understands and interacts with your
customers across all functions and the
industry
that I have already explained you all
the implementations of the artificial
intelligence have been explained in a
manner that you should have gotten them
now we will talk about that what makes
this AI assistant so smart exactly what
are the technicalities that are making
it so smart so all of this we have
already studied in the technical aspect
that we had done earlier so I'm going to
reate for you so we have voice input
that is your Savvy assistant has made
its full-time job to actually listen to
what you speak and when you speak then
you have natural language understanding
that is a subset of natural language
processing because there were two
subsets if you remember one was natural
language understanding and one was
natural language um uh generation yeah
so these are the two subsets that you
have to remember for Lifetime now it's
one of the most uh important subset
because um it is going to understand
whatever you want to say so it's one of
one thing for someone to listen to you
and another to really hear what you're
saying this technology means your
assistant has the ability to understand
what you are saying when you speak and
to respond accordingly so voice uh
output that's the next thing that is
again natural language generation so
there's nothing like the art of
conversation this technology enables
your assistant to help uh and to speak
information back to you as opposed to
displaying it on on the screen for you
to
read let's take an example of another
Voice Assistant that we have which is
Siri so when you activate Siri by saying
Hey Siri it correspond or it corresponds
us with the saying of like okay hey
right so it is its own manner of saying
or responding to us so that is what
natural language Generation Um is right
so if you want to activate it it is
going to activate and respond you and
then it is going to to uh if you're
going to say that hey Siri play this
song for me it is going to say playing
that song that means it is understanding
and relevantly responding to you that is
what AI assistant would do for
you then you have intelligent
interpretation of course if it doesn't
understand only what song am I wanting
to play it is not intelligent but of
course if it is understood what song
exactly do I want to play that is an
intelligent AI assistant so and
anticipating your needs is the key this
technology can figure out what it is uh
you want next based on the context this
is where the technical recommendation
helps in so recommendation engine on
Netflix recommendations on Spotify
because if I am learning or if I am uh
listening to a song uh that is a travel
song it is going to give me another set
of songs that are going to belong to the
travel sector
right if you are listening to a gym song
you will be provided with lot of thrust
songs or the ones that are having lot of
energy so that you don't lose out on
your energy right that is again the
implementation of intelligent um
artificial intelligent uh sorry
artificial intelligence assistant so
this is how it helps us then you have
agency we are always looking for an
overachiever this allows your assistant
to take action on things that you didn't
really uh necessarily request so a good
example is assistant scheduled followup
meetings based on unfinished actions
items on meeting notes post meeting so
this is how an agency works so now this
can be replaced by the AI assistant
where it is going to help you out with
all the unfinished tasks and it is going
to remind you very frequently that U
that you know uh this is this was a task
that was left and now you can
reign with all of whatever that was left
and so that you can complete it in the
near
future correct so these were the points
where uh you saw the implementation of
the artificial intelligence in the CRM
right now we'll go to Ai and CRM so how
does Einstein fit in actually so there
are two things that are discussed over
here one is Einstein out of the box
application and the other one is
Einstein platform so in the streen out
of the box application we have ai is
embeded into applications we surely and
already use and thus it is inherently
Sur surfaced throughout the Salesforce
uh
UI Einstein infuses AI into every
Salesforce app that is sales cloud
service cloud and so on whatever clouds
you have so a built-in smart assistant
so that every business user in every
role function and Industry can be
assisted right inside of the Salesforce
product that they use every
day then you have S Einstein platform so
it's a slightly theoretical thing that
is going on right now which is each
business operates differently and
therefore uses Salesforce differently
Einstein includes powerful tools that
allow admins and developers to build
customized smart assistance for their
businesses you can build an assistant
that uses natural language understanding
intelligent interpretation it has then
understands all the intents extracts the
text from imagery and agency components
to better help your business interact
with and understand its customers you
can also build capabilities that allow
your customers to interact with smart
assistants giving quick answers to
questions they have and solving routine
cases for them the last line over here
is very important because you should
know that AI assistant is going to help
you with all the customer related
queries it will understand them because
it has been capable of understanding the
natural language and it has also been
capable of U delivering the natural
language so everything is going to play
its role whatever we have studied into
this aspect where it is going to finally
respond for you to other customers
that's what Einstein AI assistant would
do so now we will take a look on
Einstein lead and opportunity
scoring where lead scoring AI analyzes
historical data so again same thing is
being repeated I told you about this AI
assistant
because Einstein is an AI assistant it
is going to repe repetitively do the
same thing that I have already explained
you so we can try to skip this one I'll
just pinpoint the bullets for you so one
is the lead scoring then you have
opportunity scoring which is similar to
lead scoring which is AI provides scores
for opportunities to predict the
likelihood of closing then you have
Einstein forecasting again prediction
sort of thing that is sales forecasting
a powered forecast predict sales
outcomes more accurately by analyzing
patterns and Trends in the historical
data then we have Einstein Bots chat
Bots and natural language processing we
have already discussed then we have
Einstein analytics Advanced analytics we
have ai powered analytics provide deeper
insights into customer data identifying
Trends patterns and anomalies that can
perform the business uh decisions then
we have predictive insights where AI
predicts future customers customer
behaviors and outcomes allowing
businesses to proactively address the
potential issues so this is predictive
analysis then we have Einstein Discovery
and Einstein voice in The Discovery we
have automated data analysis AI
automatically analyzes data and provides
actionable insights identifying uh key
factors that can impact the business
performance and scenario planning May AI
helps uh simulate different business
scenarios to understand the potential
outcomes and make informed decisions now
here
the thing to explain is that since when
uh you know we start to plan for a
business we kind of have a um you know
sort of like a differentiating factor we
should have in a business right
otherwise if you're going to copy the
same businesses it it might not have a
long u Vision it might not serve you for
a very longer time for this one AI
assistant will help you to simulate
different business aspects and scenarios
in order to see whether or not you will
get the desired result that you're
looking for or not if you're not looking
for you might have to uh you know comply
with other things also you can include
other relevant uh you know opportunities
roles or scenarios or you know other um
factors like discounts and all depends
on the business that you're creating and
then you can reiterate this simulation
of the different scen scarios so that
you can at least get some outputs so
this is what scenario planning May
Einstein can help you then you have
Einstein voice which is voice commands
and voice insights again it is all about
understanding and generation so we kind
of can skip that and then we have
Einstein recommendation Builder here
again so personalized recommendations AI
creates personalized product and service
recommendation for customers based on
their preferences and behav behaviors
and content recommendation AI suggest
suggests relevant content and resources
to the customers enhancing their
experience and their engagements so yeah
um again things that we have discussed
and then finally we are going on to
Einstein vision and language so IM image
recognition and text analysis image
recognition comes on with the very
important factor over here because if
you if your um AI assistant can actually
relevantly respond to see uh or after
seeing an image to what exactly is there
inside the image then you have created a
very intelligent and important sort of
uh you know AI assistant so AI can
analyze images for object recognition
brand detection and other visual
insights useful for various applications
like social media monitoring and all
then you have text analysis which is AI
processes and analyzes Text data for
sentiments intent and key phrases
improving understanding of customer
feedback and
communication lastly we have Einstein
email insights and Einstein automated
contacts email insights may you have
email analysis just to escape all the uh
you know flagging all the important
things and spams are going to be
declined that is going to be the email
analysis and email sentiment analysis is
the tone and sentiment of emails to
Gorge the customer satisfaction and
sentiment that is what lies in the email
email insights and then we have contact
data enrichment which is AI
automatically updates and enriches
contact information ensuring the CRM
database remains accurate and up to
date lastly this is a chunk from tail
head so we have got um a Einstein in the
business so in it Einstein helps uh buil
intelligent applications business
processes and workflows for every
function in industry in sales it helps
Representatives better understand their
customers and locate opportunities so
they can increase the conver uh
conversion rates and close more deals in
service another way of helping is that
Einstein helps customers find answers
instantly on their channels of choice
and help agents uh resolve cases Faster
by triaging cases and recommending the
right articles in marketing Einstein
helps marketers send the right content
to the right customers at the right time
on the right Channel thus increasing the
customer engagement and for Commerce
Einstein helps retailers recommend the
best product to each customer at the
right time boosting all the
revenue so these are the five major
sectors that we have and we have seen
that how Einstein can help in marketing
service sales it and commerce um and
this is about Ein stream business so I'm
going to take you to the quiz now uh to
just see
where exactly you will be
helped um with the session so now over
here we have seen that which component
of automl sifts through the structured
data and fixes it up before you start so
it is all about the data cleansing the
first foremost thing that we have
discussed that data cleansing is the vvp
thing that you have to do with the data
then which of the following is the way
Einstein benefits Salesforce users so
all of these things we just be through
so discover insights yes predicting
outcomes yes recommends the best actions
and automates the routine task like you
know sending all the emails so all of
the above okay then we have Einstein for
marketing Cloud engagement helps
marketers reduce handle Time by
collecting and qualifying customer info
for seamless agent handoff yes of course
I mean this is what we think that
Einstein would do so Einstein for
marketing Cloud engagement helps
marketers reduce the handle time for
sure but uh it doesn't uh you know help
directly into collecting and qualifying
so here qualifying customer info for the
agent hand of that is not the case so it
does help up to a certain extent but not
in a way that they have explained it
over here that's why we would say a
false now we have how can sales team
benefit from the Einstein so uh I taught
you about the implementations of
Einstein in the sales sector where is we
are going to see that uh is it either
increasing the re Revenue by showing the
customers the best product to buy so
this is not what Einstein would do then
you have reduced the handle Time by
collecting and qualifying customers for
seamless agent handoff again no uh then
you have create personalized one to1
messages and content based on consumer
preferences so again sales may we need
to have the
uh uh leads and opportunities playing
their role right so in sales when ever
the questions like sales would appear
you would look for for an option where
you would see that there are uh leads
and opportunities being boosted up so
boosting win rates by prioritizing the
leads and opportunities most likely to
convert that is where the benefit from
Einstein would come in when we talk
about the sales team okay then how does
the Einstein platform help admins and
developers that is going to help by
building smart assistant
customized to their own businesses so
that is how the Einstein would help them
and then which of the following is not
an Einstein platform product very very
important question we just did that
Einstein Bots as a platform uh Einstein
next best action was a thing uh if you
remember I had focused on this part then
you have Einstein lead scoring because
that is where it is going to optimize
all the prior leads then you have
Einstein prediction Builder again very
important so what is not there or what
does doesn't exist as Einstein
answers hence this is a correct
answer right so then we
have what's one definition of okay so um
this is again a small topic that I would
like to discuss which is bias so in bias
what happens is uh I am having a certain
Prejudice about a product or a service
so I am at a partial decision making
point so when you are partial that means
you are biased okay so impartial
assessment when you have to do you have
to be nonbiased sometimes biasing is
good but most of the times it is not
good so what is a good bias a good bias
is when I am able to have some proper uh
you know assessments uh considering the
fact that okay partiality is U you know
briefly fine working fine but mostly in
most cases again impartial assessment
has to be done and hence we see that
biasing biasing cannot be uh as relevant
to this as it you know could be to other
things that's why uh what is the
definition of bias it's the Jud judgment
based on preconceived notion or
Prejudice rather than the impartial
evaluation of the of of the facts so I
taught you already that bias means uh if
I am partial about certain things I am
giving certain things more priority than
they deserve that is what biasing is
okay and this is what uh this is where
we see that diversity is very important
so why are the diverse teams important
they enable you to create more inclusive
products that meet the needs of all your
users and not just some of them okay
because in the biases we kind of Target
some of them in order to you know
produce or whatever the um you know
targets are but in diversity what do we
do is we kind of collectively uh take
all the population whatever we have to
Target and then and then they enable you
to create more inclusive products that
meet the needs of all your users and not
just some of them and then we have they
help you identify the preconceived
notions or assumptions that can be
harmful for some
users okay so this is what uh or this is
why diverse teams are very important so
one is diversity one is buing right so
you can just have a quick read from this
platform and then you know you can
easily understand this
topic so yeah I mean these are the
questions so um yeah this is what uh our
session was about now if just a
second huh so yeah I mean this is what
our session was about to tell you that
you know um AI has got a huge
implementation in the CRM department and
if uh we will take a close glance on
what is is coming next is uh the last
thing that is used case for the
Salesforce uh assistant so I'm going to
reiterate them so sales may you have got
the implementation marketing may you
have got the implementation customer
support may you have got the
implementation and in operations so in
the sales we have lead scoring
opportunity insights and email analysis
in marketings uh we have augment uh
audience segmentation content
recommendation and campaign performance
in the customer support we have
automated support case classification
and sentiment analysis and then in
operations we have process automation
risk mitigation and resource allocation
uh I'll reiterate this one because we
have not discussed about operations so
process automation means whenever you
streamline an approach U of any process
so the work would flow in a very
efficient manner so you create a
workflow with the efficiency and that's
what process automation would mean that
you have proc uh automated all the
process then you have risk mitigation
means to reduce the risk so predict the
potential issues before they occur and
then you have resource allocation means
optimize the staff scheduling and
resource distribution uh so that
resources can be allocated in a manner
so these were the used cases for the
sales force ssteam rest you can read a
bit just to have a brief idea about what
is there in the um trail head platform
but yeah so far I have tried to cover
most important things that I should
have and yeah I
think thank you for showing um your
presence in all those sessions that we
have covered we have got we have
garnered a good number of views and we
have got great response so thank you
very much for showing all your interest
that you have been showing us and um you
know you can uh after this one you can
certainly go for the AI associate
certification and in case if there's any
problem you can of course reach out to
both of us um on LinkedIn we are always
available to answer all your queries uh
anything you want to comment or ask you
can please go ahead um I leave the rest
on
you okay so if you can show upcoming
slide so uh first of all thank you for
sharing all the knowledge and I think
all these 11 sessions will be helping
everyone uh to clear the AI
certification along with the knowledge
because I can see uh most of the people
are just doing uh certification to earn
the certification to showcase on the
LinkedIn but I would recommend you
should have knowledge as well because
when you will be going for an interview
so interviewer will be asking uh few uh
questions related to this uh associate
certification as well well so in that
case you need to know the depth of the
AI associate uh program that is uh
running by Salesforce and uh uh to uh
give you more insight uh we already
completed all the sessions on YouTube
and uh YouTube sessions are generally
one way you hardly get a chance to
interact if you have any question in
your mind so what we are going to do we
will be running uh short duration master
classes
maybe from next week or or so so what
we'll do we'll be having those short
short classes where we'll be uh guiding
you like what is AI associate uh
certification what course curriculum it
is having and uh how you can register uh
to appear for the examination through
web assessor and uh apart from that um
few important Concepts we'll be
discussing the main benefit of joining
those master class is you will be able
to ask questions directly and it will be
for limited folks okay so I already
shared a WhatsApp group Link in the chat
you can read the chat and you will be
able to find the link there you can join
that group and uh all the details
related to AI ml data science we are
going to share in that group okay so
this boot cam comes to an end and maybe
uh soon we'll be starting our AI
specialist boot camp also so that you
can prepare for that certification to so
as we have a philosophy like we we don't
deliver um any sort of content we create
quality content so we are preparing for
AI specialist as well because uh I can
see on LinkedIn lots of content is
already available people are giving very
brief information about that
certification just to clear the
examination but we are not going to do
that we will be delivering the content
so that uh you can clear the
certification as well as after the
certific you will be having enough
knowledge right so we are preparing for
that and soon we'll be doing those
sessions on YouTube and then we'll be
running master classes as well okay so
this is all that I wanted to share and
once again thank you uh Nik for sharing
all the knowledge and those who are
watching these sessions live thanks to
you and those who are watching the
recordings thanks to you as well and
please share uh all these sessions with
everybody so so that uh before the exam
they can learn things and after the exam
also they can prepare for the interviews
right so don't just go for the
certification to have the certification
do have proper knowledge as
well okay so with this
note uh with this note uh we take your
leave and uh probably we'll be meeting
you in any other Boot Camp or maybe in
the master class thank you bye everyone
happy learning
