Salesforce AI Setup
Nigel Long
Sales Manager
Business Strategist
AI Developer
Salesforce
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
