Using the power of built-in features

We started this book by looking at the built-in features in the core Salesforce clouds. No clouds are more used than Sales Cloud and Service Cloud, so it made sense to start our exploration there. What we saw was a range of pre-built features such as Einstein Lead Scoring, Einstein Forecasting, and Einstein Case Classification that use powerful and simple pre-built machine learning (ML) models to accomplish very specific tasks that help optimize sales or service processes.

In general, the lesson of the first few chapters is that there is a lot of value in the out-of-the-box features, and this can be realized quickly if these features happen to be a good fit for your business requirements and you don't have significant compliance or enterprise architecture constraints in terms of what you can implement. You can see a selection flow in the following diagram:

Figure 10.1 – Feature selection flow

Some features...