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Salesforce has announced the availability of Einstein 1 Studio at TrailblazerDX, the developer conference for the AI (Artificial Intelligence) era. Einstein 1 Studio is a set of low-code tools that enables Salesforce admins and developers to customise Einstein Copilot experiences and seamlessly embed AI across any CRM app for every customer and employee experience.

Einstein 1 Studio includes Copilot Builder for creating custom AI actions to accomplish specific business tasks, Prompt Builder for building and activating custom prompts in the flow of work, and Model Builder where you can build or import a variety of AI models, enabling businesses to deliver trusted AI experiences across the Einstein 1 Platform that are deeply tailored to their customers’ needs through grounding in their data, metadata, and workflows

Why Einstein 1 Studio Matters

Generative AI is the most in-demand technology for IT teams to implement right now. However, 31% of IT teams claim they lack the time to implement and learn about AI models, and nearly half say their infrastructure cannot keep up with the demand. As the use of copilots becomes increasingly popular in the business world, Einstein 1 Studio offers a solution for Salesforce admins and developers to customise their AI experiences while still gradually incorporating it into their CRM according to their timeline, comfort level, and infrastructure bandwidth.

“We’ve been eager to tap into the power of generative AI in our business, but data privacy and security concerns were a blocker until now with Prompt Builder. It allowed us to safely build generative AI experiences that save our users precious time, while still keeping our data secure and inside of our org,” said Andrew Russo, Salesforce Architect at Baca Systems

Go Deeper with Einstein 1 Studio

Companies can use the following new Einstein 1 Studio tools to build and customise AI for CRM:

• Copilot Builder: Create AI actions to accomplish business tasks (Beta). Copilot Builder helps every company configure and customise Einstein Copilot to their business. Salesforce admins and developers can use tools they already have like Apex, Flow, and MuleSoft APIs and new generative AI components like prompts to enable Einstein Copilot to complete tasks in the flow of work. Einstein Copilot can leverage these custom actions to complete tasks across any Salesforce application or external system.
• Prompt Builder: Craft custom and trusted AI prompts with ease (GA). Prompt Builder empowers admins and developers to create custom, reusable AI prompts without coding, simplifying complex processes and driving business innovation. This not only broadens the use of generative AI beyond conversational interfaces, but also allows customers to design and repurpose prompts for use across other experiences, maximising the value of their trusted business data in generating even better AI content. For example, a custom prompt can be seamlessly embedded in a contact record as a button, enabling an agent in the contact centre to get a snapshot of all escalated cases for a customer in one click.

• Model Builder: Choose an LLM or build an AI model based on the job to be done (GA). Unlike other solutions that limit businesses to a single LLM, Einstein 1 Studio provides the flexibility to connect to a variety of AI models. Model Builder is a low-code way for companies to build their own predictive AI model. Model Builder allows customers to select from LLMs from Salesforce or use their own models. They can also use predictive and generative AI models from Salesforce partners, including Cohere, Databricks, Google Cloud’s Vertex AI, and OpenAI, to train select models on Data Cloud data without moving or copying data.

Einstein Trust Layer: Deploy AI You Can Trust, on Your Terms

Designed for enterprise AI, the Einstein Trust Layer is a collection of features that help companies benefit from generative AI without compromising security or safety standards. New to the Einstein Trust Layer is customer-configured data masking, enabling admins to select fields that they want to mask, providing greater control. Additionally, the audit trail and feedback data collected from AI prompts and responses is now stored in Data Cloud, where it can be easily reported or used for automated alerts using Flow and other Einstein 1 Platform tools.

Trailblazers Spearhead the AI Revolution

Building on its library of AI learning content, Salesforce is also launching new Trailhead courses about Einstein Copilot and Prompt Builder—empowering admins and developers to sharpen their skills with a focus on AI. More than 6 million Trailblazers now use Trailhead to learn, connect, and expand their careers and have earned more than 1 million AI badges since June 2023.

“Developers are taking the reins and steering businesses through the AI revolution. In just a short time, we’ve seen developers build and deploy AI in ways that have transformed nearly every industry,” said Ann Weeby, SVP of Trailhead.

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