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5 Lessons We Learned Deploying Einstein Copilot at Salesforce

April 18, 2024 by Gary Brandeleer Leave a Comment

The recent rollout of Salesforce’s new conversational artificial intelligence (AI) assistant Einstein Copilot is a pivotal product launch that enhances our ways of working and saves valuable time. Like most of our customers, we were excited when the technology became available to pilot, and we were keen to use it to transform how our sellers sell, how our customer service agents find answers and how our marketers manage campaigns. In February, we started deploying Einstein Copilot within the Salesforce org, used by thousands of employees daily, and it’s already saving us countless hours of work. Here, we’ll share the real-world data and intel we gathered from this project in the hopes of helping you learn from our journey.  

Laying the groundwork for deploying Einstein Copilot

As with any new corporate IT project, the first step is to identify the executive champions who’ll help you cut through red tape and remove

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