Unlocking the Future of CRM with Einstein: Your Spoiler-Alert Guide to Dreamforce 2023

4 min readSep 11, 2023

Table of Contents: pilot, spoiler alert, top sessions you cannot miss.

  1. A Pilot That’s Low-Hanging Fruit
  2. [Spoiler] Announcing the Next Generation of Conversational Assistance
  3. Top Sessions You Shouldn’t Miss at Dreamforce 2023

A Pilot That’s Low-Hanging Fruit

Are you or your customers using Salesforce Knowledge? Do you dream of effortlessly navigating and interacting with your knowledge data using natural language? If you answered “yes” to these questions, get ready for a treat. In just a few clicks, you can have an Einstein GPT-powered Knowledge Bot at your service. Join our pilot program for the Einstein GPT-powered Knowledge Bot. Requirements are straightforward: use Salesforce Knowledge and have more than 10 Knowledge Articles (KAs). Reach out to your Account Team to embark on this exciting journey with us. You can find pilot documentation here.

[Spoiler-Alert] Announcing the Next Generation of Conversational Assistance

Large Language Models (LLMs) are revolutionizing the way we interact with digital information. Beyond merely generating responses to user queries, we at Salesforce AI are redefining how enterprise software harnesses the power of LLMs. We use LLMs not just for generating tailored responses but also as reasoning engines to create the next generation of conversational assistance.

It all starts with data, specifically knowledge. If you’re already part of the pilot I mentioned earlier, you’re already leveraging the precursor to our upcoming Knowledge Skill. We’re now opening up these AI modules to support Salesforce actions, both out-of-the-box and custom-created by you. This means you can deploy conversational and assistive interfaces faster than ever before, with minimal training data and significantly reduced maintenance overhead.

Imagine 3 steps for Next Generation Conversational Assistance:

Step 1: Knowledge Skill: Create knowledge assistance using the power of Salesforce Knowledge and external knowledge sources.

Step 2: Action Skills: Imagine leveraging Salesforce’s built-in actions for your very own next-gen conversational interfaces.

Step 3: Your Very Own Custom Skills & ISV Skills: This is imo where the magic will fully unfold, offering a natural extension to the experience. We are thrilled about this, and you should be too!

Dreamforce 2023 — Salesforce.com Roadmap: Safe Harbor, Forward-Looking Statement applies.

Top Sessions You Shouldn’t Miss at Dreamforce 2023

Now, let’s talk about the sessions that should be on your radar during Dreamforce 2023. Keep in mind that this list is subjective, but it’s a concise one that will arm you with the knowledge you need to embark on your AI journey with Einstein:

In a nutshell

Dreamforce 2023 is gearing up to be a pivotal event, especially for those eager to explore the exciting intersection of AI, LLMs, and CRM. I wanted to introduce you to an exciting pilot program for Einstein GPT-powered Knowledge Bots, share some of our vision for the future of conversational assistance, and highlight some must-attend sessions imo! The AI revolution is here :) and Dreamforce 2023 is your gateway to unlocking its potential. See you there, and let’s shape the future of AI for CRM together!

Happy DF23!! Feel free to connect and reach out ⬇️

🐦 @lecharleslozano 👔 carlos ivan lozano




Product Management @Salesforce. Language AI Apasionado. Web Application Development. Crypto & Open Blockchains Aficionado.