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5 Essential Questions Salesforce Admins Must Ask for Effective AI Solutions

May 13, 2024 by mgerholdt@salesforce.com Leave a Comment

You know artificial intelligence (AI) is officially everywhere when your 73-year-young mother asks you if AI can create a birthday card design for one of her friends. Which is another way of saying, it’s most likely crept into your business conversations with stakeholders and users. If not, then let’s be proactive Salesforce Admins and get ahead of the game by looking at five questions you should ask your business to build amazing AI solutions in Salesforce.

But let’s not get ahead of ourselves. First, what are the AI tools admins have at their disposal? 

Let’s start with Prompt Builder in Salesforce, which is used to integrate generative AI into various workflows, enhancing user efficiency and customizing interactions through AI-generated content. Users can create different types of prompt templates, such as Sales Email, Field Generation, and Flex, which are adaptable to various data types and use cases within the Salesforce Platform. 

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