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What is Salesforce Copilot and How to Get Started?

Since the invention of Generative AI, many things have changed in the business world and, most importantly, in customer-facing teams. Before the invention of generative AI, customer-facing teams like Sales, Marketing, and support teams were left with never-ending manual tasks like recording data and understanding conversations. 

But not anymore. With Copilot being implemented some burden of these teams have loosened. Salesforce also recently launched Salesforce Einstein CoPilot, which is natively integrated into the Salesforce ecosystem. In this blog, we will understand exactly what it is and how you can get started. 

Key Takeaways

  • Salesforce Copilot Integration: Uses generative AI with Salesforce Einstein to streamline tasks for customer-facing teams.
  • Enhanced Productivity: Assists sales, service, marketing, and development teams by automating tasks, generating content, and providing predictive insights.
  • Key Benefits: Prepares sales reps, supports service teams, aids marketing, and helps developers with code tasks.
  • Areas for Improvement: Faces challenges with complex analytics, team collaboration, and natural language processing.
  • Worknet’s Advantage: Offers superior task management, third-party integrations, and collaboration tools compared to Salesforce Einstein Copilot.

What is Salesforce Copilot?

Salesforce CoPilot, a conversational, generative AI assistant, is a tool that empowers you to work with your CRM more effectively. It's not just another CoPilot; it's a tool that's designed to be based on your Salesforce data, enabling it to quickly understand your business and customer relationships better than other CoPilots. According to Salesforce, Einstein Copilot can generate accurate and trusted recommendations for all types of customer-facing teams, giving you the power to make informed decisions. 

"Learn how to optimize your sales predictions with Salesforce Forecasting"

How Does Salesforce Copilot Work?

Salesforce Einstein Copilot takes company data from the Salesforce ecosystem to answer the queries of customers. It also integrates with Einstein GPT, which is Salesforce's generative AI, to create human-like text responses and content. This enables Copilot to draft emails, create reports, generate summaries, and provide detailed responses to queries.

Furthermore, it analyzes historical data and current trends to offer predictive insights and recommendations to customer-facing teams. For example, it can suggest the next best actions for a sales representative, predict potential customer service issues, or recommend marketing strategies based on data patterns. 

Overall, it's a powerful tool that works natively with Salesforce so that users don't have to keep shuffling between two or more systems at once. 

Who Benefits from Salesforce Copilot?

1. Sales professionals

Salesforce CoPilot helps sales professionals prepare for meetings, research accounts, and update account information in Salesforce. Moreover, it can help them understand customer sentiments, summarize meetings, and understand the next steps and actions. 

2. Service teams

Salesforce CoPilot responds to customer queries with personalized answers based on company-provided data. It also gives step-by-step guidance to agents to help them resolve issues faster without leaving their work in between.

3. Financial service

Financial services can leverage Einstein CoPilot for triggering actions like fee reversal requests or disputed transactions. Providing credits, and pulling recent customer transactions automatically without human assistance.

4. Marketing pros

Marketing teams constantly generate content to keep marketing campaigns running. CoPilot simplifies this process of developing new campaigns by providing consumer browsing and buying preferences. Einstein CoPilot also automatically creates customer surveys to help businesses increase long-term engagement.

5. E-commerce retailers

E-commerce retailers can use the assistance of CoPilot to build high-converting digital storefronts and customize different components of stores simply through conversations. It can also manage multi-product catalogues and generate product descriptions in multiple languages to speed up the process and help drive conversions.

6. Developers

Developers can increase their productivity by prompting Einstein Copilot using natural language to generate Apex code, suggest more effective and accurate code, and proactively scan for any code vulnerabilities — all from within the developer environment.

7. Data analysts

Wondering how it can help data analysts? Well, Einstein CoPilot turns raw data into actionable insights with just a few prompts. It also helps them explore data faster and build visualization based on best practices. Most importantly, Einstein removes the repetitive tasks by helping with proper data curation. 

What is Missing in Salesforce Einstein Copilot?

Although Salesforce Einstein Copilot is a well-executed project, it's not perfect. We've conducted a thorough review and found that it's lacking in some critical areas. Let's have a look. 

1. Too Complex Predictive Analytics

It provides highly advanced predictive analytics tools for interpreting and acting on predictive models, but it's just not a right fit for those without technical backgrounds. Ease of use is lacking in this area. 

2. Team Collaboration Features Need Improvements

Team collaboration is severely restricted in the Salesforce environment. Hence, integrating more tools for team collaboration can certainly improve productivity and ensure seamless communication. 

3. Natural Language Processing Capabilities Are Restricted

Although Einstein is using advanced ML and NLP algorithms, it's just nowhere near the capacities of generative AI tools like GPT. Many users have reported that sometimes Einstein provides completely illogical answers if the query is complex. So, there's space for Einstein Copilot to better interpret and respond to complex, context-specific queries that can improve user interactions.

How Worknet’s Salesforce Copilot Enables Advanced Features in Salesforce?

Worknet Copilot automates repetitive tasks like follow-up communication and recording updates. This frees up time for agents so they can focus on more important activities. Moreover, customer support teams can also create and customize workflows tailored to a specific process, ensuring that automation aligns perfectly with their unique operational needs.

Learn More about Worknet’s Salesforce Copilot

Benefits of using Worknet’s Salesforce Copilot 

1. Improves User Productivity

Worknet Salesforce CoPilot automates workflows, manages tasks, and prioritizes activity efficiently. In comparison, Einstein Copilot, although it provides automation, lacks the task management and prioritization features that Worknet is offering. 

2. Seamless Integrations

Unlike Einstein CoPilot, whose major capacities lie within the Salesforce ecosystem, Worknet Salesforce CoPilot is not restricted to the Salesforce ecosystem. Hence, Worknet provides seamless and more third-party integrations when compared to Einstein. 

3. Improved Collaborations

Worknet believes in teamwork and hence provides collaboration tools like shared task lists and real-time communication with Copilot. This feature is lacking in Einstein, as we highlighted above. 

How to Access Worknet’s Salesforce Copilot in Salesforce?

Here, we will see how to access Worknet's Salesforce CoPilot in Salesforce. 

Step 1: Vist Salesforce AppExchange

Go to the Salesforce AppExchange listing here and Click the Get It Now Button. Please note installing Salesforce CoPilot will require you to provide admin permission. So, you will have to log in to your Salesforce account to install the Salesforce CoPilot

Step 2: Start Installations

After you have logged into your Salesforce account, it will ask you where you want to install this package. Choose Worknet Service Package from the list and click on the Install in Production button.

Step 3: Confirm Your Installation Details

On the next page, check and confirm your installation details, tick the boxes of terms and conditions allowed by the provider, and then click on confirm and install.

Step 4: Choose Scope of Permissions

Once you have confirmed and installed the package, as shown in the previous step, a new window will ask you to upgrade Worknet. As per your choice, you can click any three options to set up permissions. 

Step 6: Setup Successful 

Once you have followed all the steps above, you will get a screen with the message, Upgrade completed. You have successfully installed Worknet's Salesforce CoPilot and can start using it. 

Conclusion

Many readers will have questions as to why some of the most critical features are not added within Salesforce Einstein Copilot. One answer is that not every feature can be added. Salesforce has tried to balance the features that it can provide without overburdening users. Worknet works on filling these gaps so your teams can collaborate better and have proper automated workflows. Try out Worknet Copilot today and see how it works for you.

FAQs

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What is Salesforce Copilot and How to Get Started?

written by Ami Heitner
May 31, 2024
What is Salesforce Copilot and How to Get Started?

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