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Lars Malmqvist - Architecting AI Solutions on Salesforce: Design powerful and accurate AI-driven state-of-the-art solutions tailor-made for modern business demands

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Lars Malmqvist Architecting AI Solutions on Salesforce: Design powerful and accurate AI-driven state-of-the-art solutions tailor-made for modern business demands
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Architecting AI Solutions on Salesforce: Design powerful and accurate AI-driven state-of-the-art solutions tailor-made for modern business demands: summary, description and annotation

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Use Salesforces out-of-the-box and advanced integration-based AI capabilities to architect modern enterprise solutions on sales, service, marketing, and commerce clouds to drive digital innovation for your clients

Key Features
  • Get up to speed with Salesforces AI features and capabilities to meet ever-evolving client needs
  • Get expert advice on key architectural decisions and trade-offs when designing AI-driven Salesforce solutions
  • Integrate third-party AI services into applications that modernize your solutions
Book Description

The ever-increasing need for designing state-of-the-art solutions using AI features requires a sound understanding of a vast array of AI capabilities that help you to architect modern solutions. Salesforce Einstein is a set of services that allows seamless implementation of advanced artificial intelligence (AI) features while retaining the ability to cater to custom requirements for the business.

This book will help you understand the business and technical benefits of building AI solutions and components available in Salesforce. As you work through a case study of a fictional company beginning to adopt AI in its Salesforce ecosystem, youll learn how to configure and extend the out-of-the-box features on various Salesforce clouds, their pros, cons, and limitations. Youll also discover how to extend these features using on- and off-platform choices and how to make the best architectural choices when designing custom solutions. Later, youll advance to integrating third-party AI services such as the Google Translation API, Microsoft Cognitive Services, and Amazon SageMaker on top of your existing solutions. This Salesforce book concludes by taking you through key architectural decisions and trade-offs that may impact the design choices you make.

By the end of this book, youll be able to architect Salesforce AI solutions to meet various customer requirements confidently.

What you will learn
  • Explore the AI components available in Salesforce and the architectural model for Salesforce Einstein
  • Extend the out-of-the-box features using Einstein Services on major Salesforce clouds
  • Use Einstein declarative features to create your custom solutions with the right approach
  • Architect AI solutions on marketing, commerce, and industry clouds
  • Use Salesforce Einstein Platform Services APIs to create custom AI solutions
  • Integrate third-party AI services such as Microsoft Cognitive Services and Amazon SageMaker into Salesforce
Who this book is for

This book is for existing and aspiring technical and functional architects, technical decision-makers working on the Salesforce ecosystem, and those responsible for designing AI solutions in their Salesforce ecosystem. Lead and senior Salesforce developers who want to start their Salesforce architecture journey will also find this book helpful. Working knowledge of the Salesforce platform is necessary to get the most out of this book.

Table of Contents
  1. AI Solutions on the Salesforce Einstein Platform
  2. Salesforce AI for Sales
  3. Salesforce AI for Service
  4. Salesforce AI for Marketing and Commerce
  5. Salesforce AI for Industry Clouds
  6. Declarative Customization Options
  7. Building AI Features with Einstein Platform Services
  8. Integrating Third-Party AI Services
  9. A Salesforce AI Decision Guide
  10. Conclusion

Lars Malmqvist: author's other books


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Architecting AI Solutions on Salesforce

Design powerful and accurate AI-driven state-of-the-art solutions tailor-made for modern business demands

Lars Malmqvist

BIRMINGHAMMUMBAI Architecting AI Solutions on Salesforce Copyright 2021 Packt - photo 2

BIRMINGHAMMUMBAI

Architecting AI Solutions on Salesforce

Copyright 2021 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

Associate Group Product Manager: Alok Dhuri

Senior Editor: Rohit Singh

Content Development Editor: Tiksha Lad

Technical Editor: Pradeep Sahu

Copy Editor: Safis Editing

Project Coordinator: Manisha Singh

Proofreader: Safis Editing

Indexer: Manju Arasan

Production Designer: Nilesh Mohite

First published: October 2021

Production reference: 1081021

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham

B3 2PB, UK.

ISBN 978-1-80107-601-2

www.packt.com

To Damiana, Ada, and Pino. To my mother, Inger Bejder, and the memory of my father, Finn Malmqvist.

Lars Malmqvist

Contributors
About the author

Lars Malmqvist has spent the past 12 years working as an architect and CTO within the Salesforce ecosystem. For the past 5 years, he has been particularly focusing on advanced AI solutions. He has worked on over 40 Salesforce implementations, ranging from simple out-of-the-box scenarios to advanced, bespoke, multi-cloud solutions for large global brands. He is a 23x certified Salesforce CTA with degrees in computer science, mathematics, and technology management and an MBA from the University of Cambridge. Currently, he works as a senior manager at Accenture and is in the final stages of completing a PhD with a focus on deep learning.

I would like to thank my wife, Damiana, for her undying support and my children, Ada and Pino, for their constant inspiration.

About the reviewers

As a Salesforce solution architect, Madhav Kakani delivers exceptional value to customers by designing high-performance solutions and leading successful implementations of Salesforce CRM to automate sales, marketing, and business-critical processes.

His work entails negotiating solutions to complex problems with multiple parties and agendas, managing technical scope and client expectations, and managing development and change following the Salesforce governance framework.

He has been working on the Salesforce platform for 15 years, and in addition to leading projects, he has also done numerous implementations using different technologies available on the platform, namely Apex, Visualforce, Aura Lightning Components, Lightning Web Components, and Flows.

Rafael Gutierrez Castillo is a Salesforce architect with multi-cloud implementation experience. With ten years of working experience, he started his career in the education industry, developing leadership programs for university students.

He has worked in different positions within the Salesforce ecosystem, including business consultant, tester, solution consultant, and solution architect.

Working as an associate manager at Accenture, he designs solutions that bridge the gap between business processes and technology and advises companies on their digitalization and transformation journeys. With 20 Salesforce certificates, he is passionate about building automation processes, solution design, process management, and development of leadership skills.

Ashvin Bhatt is an enterprise architect, technical writer, trainer, and speaker with more than 10 years of experience on the Salesforce platform and working on various clouds. He has trained 500+ people on Salesforce through various initiatives. He is a certified application architect and holds a wealth of experience on various Salesforce products. He is a co-organizer of Salesforce Architect Summit and has been a speaker at various events, such as Dreamforce and TDX.

He has worked in a variety of domains, such as high-tech, advertising, manufacturing, health, insurance, and pharma, to name a few. He believes in sharing his knowledge through community-led initiatives to help foster learning and innovation.

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