Podcast
Questions and Answers
What is the primary function of Einstein in creating marketing content?
What is the primary function of Einstein in creating marketing content?
What functionality does Commerce.Semantic provide to enhance user experience during searches?
What functionality does Commerce.Semantic provide to enhance user experience during searches?
How does Commerce.Smart facilitate the creation of promotions?
How does Commerce.Smart facilitate the creation of promotions?
Which component does Einstein draft as part of creating an email campaign?
Which component does Einstein draft as part of creating an email campaign?
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What is a key function of Commerce Concierge for Commerce Stores?
What is a key function of Commerce Concierge for Commerce Stores?
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In what context can Einstein generate targeted content?
In what context can Einstein generate targeted content?
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In what manner does Data Cloud.Einstein enhance audience segmentation?
In what manner does Data Cloud.Einstein enhance audience segmentation?
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What type of report can Einstein utilize to provide recommended answers?
What type of report can Einstein utilize to provide recommended answers?
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What role does Education.Intelligent Question serve in program assessments?
What role does Education.Intelligent Question serve in program assessments?
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How does Einstein assist in segmenting the audience for a campaign?
How does Einstein assist in segmenting the audience for a campaign?
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What is the primary goal of prompt engineering?
What is the primary goal of prompt engineering?
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What best describes prompt injection?
What best describes prompt injection?
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Which of the following statements about prompt instructions is true?
Which of the following statements about prompt instructions is true?
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What role does a prompt template play in the use of LLMs?
What role does a prompt template play in the use of LLMs?
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How does retrieval-augmented generation (RAG) enhance prompting?
How does retrieval-augmented generation (RAG) enhance prompting?
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What is the primary function of prompt management tools?
What is the primary function of prompt management tools?
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Semantic retrieval allows LLMs to utilize what type of data?
Semantic retrieval allows LLMs to utilize what type of data?
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What do system cards aim to address in AI systems?
What do system cards aim to address in AI systems?
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What characterizes model deprecation in AI development?
What characterizes model deprecation in AI development?
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What happens during the rerouting process?
What happens during the rerouting process?
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When should users start migrating their applications according to the guidelines?
When should users start migrating their applications according to the guidelines?
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What is one of the first steps when configuring a model in Einstein Studio after deprecation?
What is one of the first steps when configuring a model in Einstein Studio after deprecation?
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How are model deprecation and rerouting notices communicated to users?
How are model deprecation and rerouting notices communicated to users?
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What is the main purpose of vectorization in the context of a search index?
What is the main purpose of vectorization in the context of a search index?
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What should users do with testing results from the initial implementation phase?
What should users do with testing results from the initial implementation phase?
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What can be concluded about the nature of model deprecation and rerouting?
What can be concluded about the nature of model deprecation and rerouting?
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What role do retrievers play in the search index process?
What role do retrievers play in the search index process?
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What is the recommended action if a model is deprecated?
What is the recommended action if a model is deprecated?
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Which step directly follows the retrieval of relevant context from the indexed data?
Which step directly follows the retrieval of relevant context from the indexed data?
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What advantage does Retrieval Augmented Generation (RAG) provide to prompt template users?
What advantage does Retrieval Augmented Generation (RAG) provide to prompt template users?
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Which of the following statements accurately describes the workflow when a prompt template with a retriever is executed?
Which of the following statements accurately describes the workflow when a prompt template with a retriever is executed?
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What is the default rate limit for Large Language Model (LLM) generation requests at the Salesforce Organization ID level?
What is the default rate limit for Large Language Model (LLM) generation requests at the Salesforce Organization ID level?
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What can custom retrievers in Einstein Studio achieve beyond the default options?
What can custom retrievers in Einstein Studio achieve beyond the default options?
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What is a significant limitation of many Large Language Models (LLMs) mentioned in the content?
What is a significant limitation of many Large Language Models (LLMs) mentioned in the content?
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What is the primary function of the Field Service.Pre-Work Brief?
What is the primary function of the Field Service.Pre-Work Brief?
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How does Contracts AI enhance the handling of legal documents?
How does Contracts AI enhance the handling of legal documents?
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Which feature of the Marketing Cloud is aimed at content creation?
Which feature of the Marketing Cloud is aimed at content creation?
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What benefits does Einstein for Loyalty Management provide?
What benefits does Einstein for Loyalty Management provide?
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What capabilities does the Field Service.Dispatcher offer to users?
What capabilities does the Field Service.Dispatcher offer to users?
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In what way does Einstein enhance the educational experience?
In what way does Einstein enhance the educational experience?
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How does the Field Service.Post-Work Summary contribute to efficiency?
How does the Field Service.Post-Work Summary contribute to efficiency?
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What is a function of the Marketing Cloud.Subject Line & Body Copy tool?
What is a function of the Marketing Cloud.Subject Line & Body Copy tool?
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Study Notes
Einstein Generative AI & Trust
- Data safety is paramount when innovating with new technology
- Einstein Generative AI prioritizes data security and accuracy
- Salesforce values trust as its primary principle
- Agreements with LLM providers (like OpenAI) protect user data
- Private data isn't retained by LLM providers
Trusted Generative AI
- Salesforce's Einstein Generative AI solutions adhere to five principles
- Accuracy: Model responses backed by explanations and sources
- Safety: Detects and mitigates bias, toxicity, and harmful content
- Transparency: Models respect data provenance and grounding
- Empowerment: Aids users by augmenting their capabilities
- Sustainability: Prioritizes accuracy and reduces carbon footprint
Reviewing Generative AI Responses
- Generative AI is a tool to boost creativity, productivity, and decision-making
- It's crucial to ensure the accuracy and helpfulness of the content, and aligning with company values.
- AI can sometimes generate inaccurate responses (hallucinations), avoid this by checking for accuracy and ensuring grounded content (e.g. using up-to-date knowledge articles in customer service).
- AI responses may contain bias from training data (humans) and should be checked for appropriateness (avoid harmful language)
- Users can edit or discard responses that don't meet standards or business needs.
Einstein Generative AI Glossary of Terms
- Artificial intelligence (AI): Computer systems using data for inference, tasks, and problem-solving resembling human reasoning
- Bias: Systematic and repeatable errors in AI systems creating unfair outcomes due to inaccurate assumptions during machine learning.
- Corpus: A large collection of text datasets used to train LLMs
- Domain adaptation: Adding organization-specific knowledge to a prompt or foundation model
- Fine-tuning: Adjusting a pre-trained language model for a specific task using smaller, task-related data
- Generative AI gateway: Provides normalized APIs for interacting with foundation models and services from different vendors.
Generative Pre-Trained Transformer (GPT)
- A family of language models trained on vast text data to produce human-like text.
Grounding
- Incorporating domain-specific information or customer data into prompts.
- Improves response accuracy by providing context.
Hallucination
- Generating factually incorrect text that may seem semantically correct within a given context.
Temperature
- Parameter controlling the predictability and variety of model outputs.
- High temperature = more diverse responses
- Low temperature = more consistent responses
Toxicity
- Offensive, harmful, or abusive language
- Models are trained on data including this and may generate this.
Trusted AI
- Salesforce's guidelines for responsible AI development and implementation.
Einstein Requests
- A usage metric for Generative AI, used for both production and sandbox environments. Using generative Al capabilities consumes Einstein Requests.
- Data Cloud or other credits might be consumed depending on usage
Large Language Model (LLM) Support
- Salesforce offers managed LLM models
- Using and customizing/integrating your own models is supported (BYOLLM)
- Using the Models API provides custom solutions for developers.
Model Deprecation
- Process of model updates, where an existing model is phased out in favor of a newer version
- Model providers announce deprecation with a shutdown date.
- Rerouting of requests occurs if model is retired
- Deprecation notices are in monthly release notes.
- Updates should be made as soon as possible.
Geo-Aware LLM Request Routing
- LLM requests are routed to servers closest to the Einstein Generative Al platform instance location
- Supports OpenAI and Anthropic models in relevant regions.
Proximity and Routing
- Closest LLM server determined by the Einstein generative AI platform instance location.
Retrieval Augmented Generation (RAG)
- A framework for grounding large language models (LLMs) in data.
- Improves relevance and value of LLM responses by using structured or unstructured data.
- Retrieve relevant information
- Augments the prompt
- Generates a response
Offline Preparation (RAG)
- Steps in preparing data for RAG use in Data Cloud. Load, chunk, vectorize, and index data.
Online Usage (RAG)
- Steps that use data retrieved from the knowledge store. Query, locate, retrieves/retrieve.
Rate Limits
- Customers have default rate limits for LLM generations per minute.
Record Pages in Lightning App Builder
- For optimal viewing of generative AI-related data in Salesforce pages, fields shouldn't be positioned in highly constrained spaces, which may obstruct viewing.
Generative AI-Enabled Fields
- Icons highlight fields that utilize generative AI for prompt template support
Commerce Features that use Generative AI
- Concierge for Commerce Stores
- Segment Creation
- Campaign Brief & Campaign
- Subject Lines, Preheader & Message Copy
- Emails for Salesforce partners
- Copilot actions for Fundraising Gift Proposals
- Generative Al for ESG Reports
Data Cloud Features that use Generative AI
- Einstein Segments for commerce
- Intelligent Question Generation for Education
- Pre-work briefs, summaries, and dispatcher actions in Field Service
Other Features that use Generative AI for various Use Cases
- Report Formula Generation, Return Insights
- Product Fields
- Semantic Search for Commerce
- Smart Promotions for Commerce
- Contracts Al for Commerce
- Loyalty Management
- Marketing Cloud Engagement, Subject Lines & Body Copy, and Body Copy
- Net Zero
- Nonprofit & Education Cloud
- Agentforce for Developers
- Service Replies for Services; Summarize Records; and Work Summaries
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Description
Explore the principles of Salesforce's Einstein Generative AI, focusing on data safety, accuracy, and user trust. This quiz highlights key factors that sustain the integrity and effectiveness of generative AI technologies while ensuring user data remains confidential. > https://help.salesforce.com/s/articleView?id=sf.generative_ai_about.htm&type=5