Summary

In this chapter, we have looked at declarative customization options for Salesforce AI. We have learned about Einstein Next Best Action and seen how it enables us to give in-context recommendations that can improve the way our users work with Salesforce either using simple rules or by generating advanced recommendations based on AI.

Then we looked at Einstein Prediction Builder, the proverbial "custom AI for admins" that can generate good predictions for fields on your objects, at least if you meet the general conditions. This feature can generate predictions easily but only works well if you have a lot of data with relatively stable relationships between the fields.

Finally, we had a very brief look at Einstein Discovery, a feature that deserves a much longer treatment than we can give it here. This is possibly the most powerful of the declarative features in our arsenal, but it does require Tableau CRM, which will disqualify it from being used in many organizations...