Introduction to Copilot with Gary Brandeleer

Today on the Salesforce Admins Podcast, we talk to Gary Brandeleer, Senior Director of Product Management, Emerging Tech and Products at Salesforce.

Join us for a roundtable discussion of everything Copilot: what it can do, how you can customize it, and what you need to do to get your org ready to get the most out of it.

You should subscribe for the full episode, but here are a few takeaways from our conversation with Gary Brandeleer and Josh Birk.

What is Einstein Copilot?

So there's a big announcement at TDX today about a cool new AI tool for Salesforce called Copliot. We thought it might be nice to hear all about it from the PM in charge, so we brought Gary Brandeleer on the pod to find out all about it. We're also joined by Josh Birk, who has spent a lot of working with Copilot.

Simply put, Copilot is an AI assistant that will help you get things done in Salesforce with natural language prompts. So you might ask it to give you a list of all your opportunities in the last month, or to summarize your most recent opportunity, and it will give you an answer in natural language. But we're only scratching the surface of what it can do, and Gary was excited to tell us more about it.

Customizing Copilot to get more done

Salesforce has been working with AI for a long time, and you've probably seen it integrated into things like lead scoring and analytics. So what's so special about Copilot?

For one thing, natural language processing makes everything much more user-friendly. You can chain multiple actions into one request. For example, "summarize the most recent case and write an email about it." If you think about how many clicks that would take to do on your own, it's easy to see the potential of Copilot for your users.

As for what you sort of actions you can request Copilot to do, there will be several options available out of the box. But because Gary knows how important Flows, Apex, and other customizations are to admins everywhere, you'll be able leverage those skills to create your own custom actions, too. The possibilities are truly limitless.

How to get your org ready for Copilot

We've talked a fair amount on the pod about what you need to do to get ready for the AI tools coming to Salesforce. Data cleanup is more important than ever before.

For custom actions to work well, you need to make sure that you've updated the descriptions on all of your flows so that Copilot knows what it's looking at. In general, you need to take a look at your labeling and organization practices for all of your data.

Finally, it's important to remember that prompting AI is a skill that you need to practice. Both Josh and Gary recommend spending some time with a tool like ChatGPT seeing what kind of prompts work best. Try to get it to give you a recipe, or tell you a dad joke, and then see what kinds of questions get the results you're looking for.

There's a lot more in this episode about how Copilot works, so be sure to take a listen and subscribe so you'll never miss out.

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Podcast Episode Details

Introduction to Copilot with Gary Brandeleer