How to use Salesforce Einstein as smart CRM Assistant

The different products available on the Salesforce Einstein platform with their easy point-and-click tools can help to add a little bit of AI customization in order to add value to the mortgage business. A Salesforce admin or a developer within a mortgage bank can build custom AI power applications and embed them directly in the user workflow using Salesforce Einstein.

Salesforce Einstein is a suite of best-in-class platform services that bring advanced AI capabilities into the core of the Customer Success Platform of Salesforce.

Salesforce Admins and developers can build AI-powered apps for LOs and borrowers on a complete artificial intelligence platform using the following tools within Salesforce Einstein.

Einstein Prediction Builder
- - Einstein Predictions can be used to predict the future of the business by creating and deploying custom predictions.
  - The prediction models can predict business outcomes, such as churn or lifetime value, default rate etc.
  - These custom AI models can be created on any Salesforce field or object using only clicks with no coding needed.

Einstein Discovery
- - Einstein Discovery can be used to create trusted predictions on any data and deploy it anywhere.
  - Relevant patterns in the data, whether it lives in Salesforce or outside, can be discovered.
  - These finding can be merged with analytics to form AI based insights and recommendations.
  - Actions can be taken on these findings within the Salesforce platform.
Einstein Next Best Action
- - Einstein Next Best Action can be used for delivering optimal recommendations at the point of maximum impact.
  - This tool can be used to define recommendations, create action strategies, build predictive models, display recommendations and activate automation.
  - LOs and mortgage banks can use these recommendations for upsell and cross sell opportunities.
Einstein Vision
- - Mortgage banks can leverage the power of deep learning to understand images in the business, mainly in the mortgage documentation process.
  - Intelligent image recognition can be used in apps by training deep learning models to recognize the brand, products etc.
  - Einstein image classification and object detection can be used to classify images while Einstein OCR can be used to identify text on any image.
Einstein Language
- - Einstein Language harnesses the power of natural language processing in any business application.
  - This platform can be used to understand how customers feel, automatically route inquiries and streamline the workflows.
  - Einstein Language includes Einstein Intent, Einstein Sentiment and Einstein Translation to build natural language processing into the apps.