Engagement

Users access AI-driven insights on their home page with the Einstein Quick Insights component. The Salesforce Context Service provides more comprehensive, relevant insights by accessing a broader set of data. Additionally, users improve efficiency with Retained Output, which keeps the last run prompt and its output after a page refresh.

  • Enhance AI Summaries with Multimodal Inputs
    Customize your embedded AI experience by using flex prompt templates that take multiple inputs. Create prompts grounded in multiple objects, text, or files, including PDFs, images, and text documents, directly on the component's UI. Generate more powerful, multimodal insights, eliminating inefficient manual workflows and increasing the accuracy of AI-generated summaries.
  • Optimize Sorting and Filtering of Prompt Data with Context Service
    Improve the reliability of AI-generated summary ranking and prioritization. Use Context Service design time filters to ensure consistent results for your context-driven prompts. Get reliable results by removing the need for the Large Language Model (LLM) to handle sorting and filtering.