How Einstein Copilot Works part 1

We have covered an overview of Einstein Copilot in Overview of Einstein Copilot – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com). This article explains how Einstein Copilot works. Einstein Copilot has three basic components: the copilot, actions, and the reasoning engine. Copilot  Einstein Copilot is an innovative conversational AI assistant seamlessly integrated into the…

Overview of Einstein Copilot

Einstein Copilot harnesses the power of Salesforce CRM and the convenience of an AI assistant, integrating advanced natural language processing capabilities akin to those found in large language models such as ChatGPT. This article presents an overview of Einstein Copilot. Copilot responds to your natural language prompts for various business tasks, ranging from inquiries to…

How to Evaluate a model in Einstein Discovery

We have covered the overview of model performance in your previous articles on Einstein Discovery. In this blog, let us dive into learning How to Evaluate a model in Einstein Discovery. Models, Variables, and Observations For every observation, there will be a specific set of predictor variables as input , and a corresponding prediction as…

Customizing model in Einstein Discovery

In Create a model in Einstein Discovery Part 1 – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com) and CREATE A MODEL IN EINSTEIN DISCOVERY PART 2 – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we have covered how to create a model from a dataset in Einstein Discovery. In this article, we will…

OVERVIEW OF EINSTEIN DISCOVERY PART 2

Einstein Discovery enhances business intelligence by leveraging statistical modeling and machine learning to uncover, highlight, and present insights derived from your business data. This article is the second part of Overview of Einstein Discovery Part 1 – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com) which covers the steps of deciding the target outcome, preparing…

Overview of Einstein Discovery Part 1

Einstein Discovery by Salesforce is a powerful tool that integrates statistical modeling and supervised machine learning into your business intelligence processes. This platform offers a user-friendly, no-code-required environment for rapid iteration and analysis. This blog presents an overview of Einstein Discovery. Here’s how it works: Einstein Discovery, part of Salesforce, empowers businesses by: When implementing…

Schedule triggered flow to send notification Part 1

In this article we are discussing about a Salesforce Flow use case which is designed to streamline and enhance your loan management process.  In this scenario, we’re focusing on optimizing communication by means of Schedule triggered flow to send notification to loan officers. Specifically, our goal is to send a notification two days before the…

Einstein Conversation Insights

Einstein Conversation Insights is a powerful conversation intelligence tool offered by Salesforce. It empower sales and service teams with valuable insights from customer calls and identify teachable moments. Managers and representatives have the capability to review call recordings, gaining visibility into various aspects such as mentions of competitors, discussions about products, custom keywords, pricing details,…

How to manage leads in Salesforce Part I

Managing leads in Salesforce involves efficiently capturing, nurturing, and converting potential customers into opportunities. Salesforce provides a comprehensive Lead Management system that allows users to track and analyze leads throughout the sales cycle. This involves creating and customizing lead records, assigning leads to the right sales representatives, implementing lead scoring, and utilizing automation tools to…

Revenue Intelligence in Salesforce Sales cloud

Revenue intelligence integrates diverse facets of the sales process, spanning sales analytics, customer analytics, pipeline inspection, price optimization, and market intelligence. Through harnessing data from various channels like CRM systems, sales pipelines, customer interactions, and external market sources, this strategic tool empowers businesses to make well-informed decisions. The aim is to not only boost revenue…