In the past, when Salesforce has announced new products, it has sometimes taken years before they were truly ready to deliver value.
Now, with the growing hype around AI, many of our customers are asking a familiar question: which tools are actually ready to make an impact on their business today?
Hype vs. Value
When it comes to Salesforce’s suite of AI tools, some are more relevant to your needs than others. This section is about separating the hype from the real value. Salesforce has integrated AI into many of its tools, but many companies have found some to be more useful than others. For example, Einstein Activity Capture is a solid AI-powered feature, but there’s little to configure or strategize—it works quietly in the background without significant user input. While useful, it’s not the focus of this discussion.
In this article, we’re zeroing in on the AI tools that can actively reshape your processes, improve your workflows, and deliver measurable results. More specifically, we’re talking about Agentforce, Einstein Copilot, Prompt Builder, and Data Cloud. These tools don’t just exist in the background; they require thoughtful integration and can be leveraged to drive real change in your operations.
To clarify the scope, here’s what we’re not covering:
Passive AI features that Salesforce builds into its tools, where there’s no need for configuration or strategy. These are great for automation but not our focus.
Third-party AI integrations with Salesforce. While hundreds of these exist, this article is about tools native to Salesforce.
Gimmicky or superficial AI tools. We’re not diving into tools designed primarily for marketing buzz or surface-level improvements.
Instead, we’re focusing on Salesforce’s native platform AI tools—those designed to maintain the integrity of your data, reduce integration complexity, and automate business-critical processes. These are the tools capable of creating value you can measure. This article will walk you through the most impactful AI tools Salesforce offers and how they can fit into your strategy today.
Agentforce: Autonomous AI for Your Business
Overview
Agentforce by Salesforce enables businesses to build autonomous AI agents that work 24/7. It’s like having a highly skilled assistant who never sleeps, accurately handling tasks asynchronously. With its customizable, proactive features, Agentforce helps companies tap into trusted data and advanced AI to deliver real, measurable results.
Why Is It Valuable Today?
Unlike many AI tools still in development, Agentforce is ready for deployment right now. We’ve seen strong use cases in service and marketing teams where its value is immediately apparent. For instance:
Service Teams: Deploying AI agents to provide round-the-clock support for resolving customer issues, improving satisfaction and reducing human workload.
Marketing Teams: Automating campaign management and optimizing customer engagement strategies with AI-driven insights.
Benefits
24/7 Support: Provides uninterrupted assistance for customers and employees, significantly reducing response times.
Operational Efficiency: Automates complex and repetitive tasks, allowing employees to focus on strategic priorities.
Scalability: Enables the deployment of multiple agents across various departments to maintain consistent performance as your business grows.
How to Think About Agentforce
Think of Agentforce as your digital labor force, ideal for tackling ambiguous, outcome-driven tasks. It’s not about replacing employees but augmenting them by automating routine or complex workflows that require intelligent decision-making.
Agentforce represents the future of AI-powered business operations. Its ability to deliver measurable results across multiple use cases makes it an essential tool for organizations looking to stay ahead in an increasingly AI-driven marketplace. With its flexibility and autonomy, Agentforce is more than hype—it’s the smart solution for businesses ready to embrace AI today.
Einstein Copilot: Your Conversational Assistant
Overview
Einstein Copilot is Salesforce’s conversational AI assistant, built to make work easier and boost productivity. It helps teams tackle tasks faster with simple, natural language commands and smart, AI-driven suggestions, making workflows smoother across different business areas.
Benefits
Empowered Standard Actions: Automates common tasks such as generating record summaries, creating tasks and follow-ups, updating records, and sending emails.
Seamless Integration: Works across the Salesforce ecosystem, embedding AI capabilities into daily operations.
User-Friendly AI: Natural language interface enables effective use for teams of all technical levels.
Ideal For
Choose this tool if you need a conversational AI assistant to automate routine tasks, improve decision-making, and enhance team productivity. It’s perfect for sales, service, and operations teams looking to streamline workflows without technical expertise.
Einstein Copilot empowers teams to focus on high-value activities by handling routine tasks with AI, making workflows smarter and more efficient.
Prompt Builder: Designing Effective AI Interactions
Prompt Builder lets businesses create tailored AI prompts for different use cases. Using natural language, you and your team can instruct AI Agents to give relevant, context-aware responses. Prompt Builder’s access to your data helps ensure the AI’s outputs match your business goals and enhance the quality of user interactions.
Benefits
- Automation of routine tasks like drafting emails and summaries.
- Reusable templates for consistent AI-driven interactions.
- AI-enhanced workflows for field generation and record summaries.
Ideal For
Salesforce Prompt Builder makes it easy to add generative AI to your Salesforce system while keeping your data safe. It helps automate tasks, simplify workflows, and create more personalized customer interactions. The user-friendly, low-code setup means you don’t need to be a tech expert to get started. It’s perfect for customizing AI to match your brand, using real-time data, and scaling as needed. With Prompt Builder, you can improve customer experiences, save on support costs, and work more efficiently, all while keeping your information secure.
Salesforce Data Cloud: Bringing Customer Insights Together
Overview
Data Cloud is Salesforce’s real-time data platform that brings together customer data from different systems into one unified view. It’s the backbone for AI-driven insights and smarter decision-making.
Benefits
- Unified Customer Data: Builds a dynamic, 360-degree view of customers by integrating data from multiple sources, providing Agentforce with a comprehensive dataset to work from.
- Real-Time Insights: Businesses can analyze data as it flows into the platform, enabling quick, AI-driven decisions based on the latest customer behavior.
- Scalability: Built to handle vast amounts of data, Data Cloud is perfect for large enterprises and growing businesses aiming to scale their AI strategies.
Ideal For
Data Cloud is ideal for businesses with complex data ecosystems looking to improve customer understanding, targeting, and decision-making. Choose this tool to connect all your data from any source in one central location, providing a scalable platform for AI-driven insights and actions.
Where Do I Go From Here?
Selecting the right AI tools within the Salesforce ecosystem is essential for driving efficiency, improving customer experiences, and boosting growth. Tools like Einstein Copilot, Prompt Builder, Data Cloud, and Agentforce deliver significant value for businesses of all sizes and we’re confident that they will be incredibly useful for you.
However, it’s normal to feel overwhelmed when deciding which tools to use, how to calculate their ROI, or even how to choose the right licensing options. These are critical questions that can make or break the success of your AI initiatives. Feel free to book a call with us and we’ll walk you through the process to ensure your investments are not just strategic but also cost-effective and impactful.
