Unlocking the Power of AI in Salesforce: A Guide to Einstein Copilot with Real-World Examples

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Hello Everyone,

"Dive into the future of CRM with Salesforce Einstein Copilot, the cutting-edge AI tool designed to transform how you interact with your data and streamline your workflow. In this detailed video, we explore the capabilities of Einstein Copilot, showcasing how it leverages artificial intelligence to provide predictions, recommendations, and insights directly within your Salesforce environment. We'll walk you through step-by-step examples, demonstrating how Einstein Copilot can enhance your sales, service, and marketing efforts. Whether you're an admin, developer, or Salesforce enthusiast, this guide is packed with valuable insights, tips, and real-world applications to help you maximize your Salesforce investment. Learn how to harness the power of AI to make smarter decisions, automate tasks, and personalize your customer interactions with Salesforce Einstein Copilot."

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There should be autolaunched flow(No trigger) or apex needs to be provided on copilot action, according to the logic implemented on the flow and it should be active on the copilot builder, if everything is good, we will get correct results using einstein copilot

lathasfdc
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Hey. Thanks for info. Where I can find link for org

dhaval
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Hi Rohit, I cant find these option genrative in setup box only getting Einstien platform and assessor in my developer org is there any thing i am missing.?

atieok
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Im facing an issue, Im following your video step by step but thereare some issues of permissions envolving the actions. Resulting in the answer:
"I couldn't complete your request due to insufficient permissions. Please contact your Salesforce admin for assistance." I dont know how to solve it

lucasribeiro
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Hello,
When I am trying to search any results in Einstein Copilot, I am getting the message as "Something went wrong, try again"
Can you please let me know why I am getting the issue

SaiRahulMummidi