---
schema_version: "1"
id: ba74dc5f4351f3a70a1da7d8bc0f8d804daae2a3e888019e05995a20fe88fb67
title: AI Project Success
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/generative_ai_plan_project.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.generative_ai_plan_project.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a60e6cf4f46405d0d06aee99faba9495b3084bb8a7634b22427210f1fc6c6b55
description: To get the most out of your AI project, plan for AI project success. Every project is different, so choose the subagents that best suit your needs.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# AI Project Success

To get the most out of your AI project, plan for AI project success. Every project is different, so choose the subagents that best suit your needs.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d52594e36">I want to...</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d52594e39">Recommended Content</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="I want to..." class="slds-cell-wrap" style="vertical-align:top;" headers="d52594e36 ">Implement a specific feature as quickly as possible.</td>

          <td data-label="Recommended Content" class="slds-cell-wrap" style="vertical-align:top;" headers="d52594e39 ">Explore the feature documentation to implement a specific feature.</td>

        </tr>
        <tr class="">
          <td data-label="I want to..." class="slds-cell-wrap" style="vertical-align:top;" headers="d52594e36 ">Learn how AI can add productivity to my business, or be inspired by use cases.</td>

          <td data-label="Recommended Content" class="slds-cell-wrap" style="vertical-align:top;" headers="d52594e39 ">
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ai.generative_ai_plan_transform.htm&amp;release=264.0.0&amp;type=5" title="Where do you start with AI? Begin with inspiration for AI use cases and supplement those ideas with Trailhead resources. Here’s some ways you can get inspired about use cases for AI. You can also use the Business Process Exercise to identify areas in your processes where AI can help make your team more productive.">Learn How AI Can Transform Your Business</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://www.salesforce.com/artificial-intelligence/use-cases/" target="_blank">External: AI Use Case Library</a>
            </p>
          </td>

        </tr>
        <tr class="">
          <td data-label="I want to..." class="slds-cell-wrap" style="vertical-align:top;" headers="d52594e36 ">Evaluate a preexisting business process to add productivity with AI.</td>

          <td data-label="Recommended Content" class="slds-cell-wrap" style="vertical-align:top;" headers="d52594e39 ">
            <a href="https://help.salesforce.com/s/articleView?id=ai.generative_ai_plan_identify_process.htm&amp;release=264.0.0&amp;type=5" title="Examine your everyday operations and identify which business processes could benefit from implementing an AI solution.">Identify AI Use Cases in Your Business Processes</a>
          </td>

        </tr>
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          <td data-label="I want to..." class="slds-cell-wrap" style="vertical-align:top;" headers="d52594e36 ">Plan my company’s AI strategy, identify use cases, and select the first project that
            adds the most value.</td>

          <td data-label="Recommended Content" class="slds-cell-wrap" style="vertical-align:top;" headers="d52594e39 ">
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ai.generative_ai_plan_ai_strategy.htm&amp;release=264.0.0&amp;type=5" title="Bring an AI strategy to your company. Identify a vision, establish AI governance, define AI use cases, and develop your AI backlog.">Define Your AI Strategy</a>
            </p>
            <p>
              <a href="https://trailhead.salesforce.com/content/learn/modules/ai-strategy" target="_blank">Trailhead: AI Strategy</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://trailhead.salesforce.com/content/learn/modules/ai-data-project-planning" target="_blank">Trailhead: AI + Data Project
                Planning</a>
            </p>
          </td>

        </tr>
        <tr class="">
          <td data-label="I want to..." class="slds-cell-wrap" style="vertical-align:top;" headers="d52594e36 ">Launch my company’s first AI project, identify the data and customizations required for
            project success, and make sure it’s built around trust.</td>

          <td data-label="Recommended Content" class="slds-cell-wrap" style="vertical-align:top;" headers="d52594e39 ">
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ai.generative_ai_plan_implement.htm&amp;release=264.0.0&amp;type=5" title="Now that you’ve identified your first AI project, it’s time to start preparing for a successful project launch.">Plan and Implement Your AI Project</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ai.generative_ai_plan_prepare_data.htm&amp;release=264.0.0&amp;type=5" title="Data preparation can make or break your AI project. Learn how to define your data requirements, create a data inventory, and evaluate the data for AI readiness.">Prepare Your Data for AI</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=ai.generative_ai_plan_trust.htm&amp;release=264.0.0&amp;type=5" title="Identify the risks of using data with AI solutions and establish guardrails to keep customer data safe.">Conduct a Risk Assessment for AI Projects</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://trailhead.salesforce.com/content/learn/modules/ai-data-project-planning" target="_blank">Trailhead: AI + Data Project
                Planning</a>
            </p>
          </td>

        </tr>
      </tbody>
    </table>

- **[Learn How AI Can Transform Your Business](https://help.salesforce.com/s/articleView?id=ai.generative_ai_plan_transform.htm&release=264.0.0&type=5)**  
    Where do you start with AI? Begin with inspiration for AI use cases and supplement those ideas with Trailhead resources. Here’s some ways you can get inspired about use cases for AI. You can also use the Business Process Exercise to identify areas in your processes where AI can help make your team more productive.
- **[Define Your AI Strategy](https://help.salesforce.com/s/articleView?id=ai.generative_ai_plan_ai_strategy.htm&release=264.0.0&type=5)**  
    Bring an AI strategy to your company. Identify a vision, establish AI governance, define AI use cases, and develop your AI backlog.
- **[Identify AI Use Cases in Your Business Processes](https://help.salesforce.com/s/articleView?id=ai.generative_ai_plan_identify_process.htm&release=264.0.0&type=5)**  
    Examine your everyday operations and identify which business processes could benefit from implementing an AI solution.
- **[Plan and Implement Your AI Project](https://help.salesforce.com/s/articleView?id=ai.generative_ai_plan_implement.htm&release=264.0.0&type=5)**  
    Now that you’ve identified your first AI project, it’s time to start preparing for a successful project launch.
- **[Prepare Your Data for AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_plan_prepare_data.htm&release=264.0.0&type=5)**  
    Data preparation can make or break your AI project. Learn how to define your data requirements, create a data inventory, and evaluate the data for AI readiness.
- **[Conduct a Risk Assessment for AI Projects](https://help.salesforce.com/s/articleView?id=ai.generative_ai_plan_trust.htm&release=264.0.0&type=5)**  
    Identify the risks of using data with AI solutions and establish guardrails to keep customer data safe.