Salesforce AI & Einstein Copilot Workshop

Here's what to expect:
- Get Hands On with Einstein Copilot
- Configure Copilot for Sales & Service
- Prompt & Action Building and Simulating
- Deep Dive - CRM AI Copilot
- External & CRM Data Integration with Copilot
- Choose the right LLM/AI
- Prompts, Action Building & Configuration
- Custom Actions Using Apex and External APIs
- AI Copilot for Business Use Cases
- Quantifying Cost, Risk and ROI

1. CEPTES SOFTWARE A Proud Salesforce Partner Since 2010

2. ~14 Years 500,000+ Hours Proven Expertise in the Salesforce Platform 1200+ Projects, 1000+ Engagements Globally delivered across industries 9 AppExchange Solutions 100+ 5-star rated solutions 1000+ Customers, 15+ Industries we helped them solve complex business challenges 200+ Consultants 90% Certified Blazing our trails 3 Global Offices Global footprint with a local focus 4.9+/ 5 C SAT we worked for customer success Pledge 1% we are proud member Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved. CEPTES Summary: Trailblazing a Legacy

3. Why are we here today Learn Basics of AI for CRM Learn the fundamentals of Salesforce Einstein Copilot, including setup, activation, and core functionalities. Understand key concepts like prompts, actions, data grounding, data masking, and trust Learn and use CEPTES’s CRM AI Copilot – A comparable Native AI Copilot built for CRM Learn Prompt Building By attending this workshop, you will be able to: Confidently evaluate AI Copilot's potential to address your Salesforce CRM needs. Understand the limitations and considerations for using AI Copilot effectively.

4. Introduction to Einstein Copilot

5. Gen AI Models: General-purpose AI models trained on massive datasets for various tasks. LLM/SLM: Large Language Model/Small Language Model - AI models trained on text data to generate text, translate languages, write different kinds of creative content, and answer your questions in an informative way. LLMs are typically larger and more powerful than SLMs. RAG: Retrieval-Augmented Generation - AI technique combining retrieval of information from relevant sources with text generation for a more comprehensive response. Toxicity: The likelihood of text being harmful, unsafe, biased, or offensive. Hallucination: In AI, generating outputs that are not factually accurate or relevant to the prompt. Data Grounding: Anchoring AI model outputs to real-world data to improve accuracy and reliability. OpenAI vs. ChatGPT: OpenAI is the research organization that develops advanced artificial intelligence models and technologies, including language models like GPT (Generative Pre-trained Transformer). ChatGPT is one of the applications of these models, specifically designed for conversational interactions. Important Terms

6. A Salesforce Native CRM AI Copilot Powered by 200 OK Elevate Salesforce CRM Efficiency with an intelligent AI assistant A CEPTES Product

7. 200 OK is a native, no-code integration, ETL, and Data Virtualization platform Connect Multi LLMs/AI’s Connect External Data Sources AI Actions (Internal & External) CRM AI Copilot & USP’s

8. Bridging Data and AI with Native CRM AI Copilot INDUSTRY Healthcare Financial Services Retail & Commerce Manufacturing Telecommunication Education Other Sectors FUNCTION Sales Marketing Customer Support Human Resource IT & Operations Supply Chain & Logistics Accounting & Finance Connect Any AI System Native ETL Advance Prompt Builder Prompt Bank Powerful Data Mapper No Code Integration Advanced Audit Powered by PII Data Masking

9. CRM AI Copilot Design AI Copilot Assistant AI Action Builder Prompt Builder Prompt Bank Multi LLM Support Multi Data Sources

10. Prioritizing Data And Trust Data Grounding Data Masking Response Generation Audit Trails Trusted Response Prompt Building Data Retrieval Hosted Models in Salesforce Trust Boundary i.e. Einstein GPT External Models i.e. ChatGPT, Gemini 1.5, AWS Bedrock, Vertex AI Toxicity Detection Company / Org Data External Applications / Data Sources

11. Contact Us We would be happy to explain how your business can make maximum return on your Salesforce investment. Contact our expert to understand more about how CEPTES can help you drive more value with Salesforce implementation. United States CEPTES Software Inc. 13155 Noel Road Suite 900 Dallas, TX - 75240 Email: [email protected] Phone: [phone] India CEPTES Software Pvt. Ltd. 91springboard, 7th floor, Trifecta Adatto, Garudachar Palya, Bengaluru, Karnataka, 560048 Email: [email protected] Phone: [phone] Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved. Dubai CEPTES LLC Aspin Commercial Tower Sheikh Zayed Road Dubai, UAE Email: [email protected]

12. ‹#› Thank You www.200ok.ai © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved.