Salesforce AI Setup by Nigel LongSalesforce AI Setup by Nigel Long

Salesforce AI Setup

Nigel Long

Nigel Long

Einstein AI Prompt Builder and Automation Configuration

Project Objectives:

Primary Goal:

Establish Einstein Prompt Builder and CoPilot to help Support Manager assess high-priority cases.

Key Objectives:

Support Manager can use natural language to ask for high-priority cases
System will cycle through high-priority cases and identify the ones that match criteria
System will provide next steps with a button

Scope and Deliverables:

Scope: Build Einstein Prompt Builder and any related automation processes
Deliverables:
Einstein Prompt Builder template
Flow automation for prompt builder
Next Steps button

Challenges and Solutions:

Challenges Faced:

Not all cases were relevant to initial request

Solutions Implemented:

Built prompt builder flow to collect relevant cases
Refined prompt builder to incorporate relevant case data and summarize results
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Posted Aug 6, 2024

Set up Einstein Prompt Builder and CoPilot to assist Support Manager with assessing high-impact cases and providing recommended next steps.