Einstein Copilot is Salesforce’s artificial intelligence (AI) assistant ready to help admins empower their users to get work done faster. It comes with key capabilities out of the box and can be customized and extended to your needs. Learn more about how you can use this tool in our recent post, Get to Know Einstein Copilot.
A common use case is getting Einstein Copilot to provide real-time, actionable insights. Your knowledge of your org’s processes is the key to leveraging Copilot’s functionalities. Imagine your users are browsing an opportunity and they want to know how likely they are to close it so they can prioritize their time. Or, they might be looking at some leads and trying to figure out if they’ll convert or not.
With Einstein Copilot custom actions, you can enable your users to receive that information directly within their workflows, empowering them to make informed decisions and
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