Salesforce AI Associate

Choose a study mode

Play Quiz
Study Flashcards
Spaced Repetition
Chat to Lesson

Podcast

Play an AI-generated podcast conversation about this lesson

Questions and Answers

Which set of Einstein features most effectively enhances sales productivity?

  • Opportunity Scoring, Lead Scoring, Account Insights (correct)
  • Opportunity List View, Lead List View, Account List View
  • Opportunity Scoring, Opportunity List View, Opportunity Dashboard

What is the primary privacy concern when AI is used without user consent?

  • AI infringes on privacy when user consent is not obtained. (correct)
  • AI operates independently of user privacy and consent.
  • AI ensures complete data privacy by automatically obtaining user consent.

When incorporating AI into its CRM, what initial data preparation step should Cloud Kicks undertake?

  • Determine data outcomes.
  • Remove biased data.
  • Determine data availability. (correct)

What is the most important action to take when developing AI with Salesforce's safety guidelines in mind?

<p>Create guardrails that mitigate toxicity and protect PII. (B)</p> Signup and view all the answers

To maintain data quality for AI initiatives, what should organizations prioritize?

<p>Collect and curate high-quality data from reliable sources. (C)</p> Signup and view all the answers

How does AI embedded in CRM systems enhance a sales representative's understanding of customer interactions?

<p>Provides call summaries (A)</p> Signup and view all the answers

Which field of AI is most suited for a chatbot implementation that addresses frequently asked questions?

<p>Natural language processing (A)</p> Signup and view all the answers

How do predictive AI and generative AI differ?

<p>Predictive AI uses machine learning to classify or predict outputs from its input data whereas generative AI uses machine learning to generate new and original output for a given input. (C)</p> Signup and view all the answers

What type of bias is present when data is labeled based on societal stereotypes?

<p>Association (C)</p> Signup and view all the answers

How should a financial institution apply Salesforce's Trusted AI Principle of Transparency when planning a preapproved credit card campaign?

<p>Communicate how risk factors such as credit score can impact customer eligibility. (A)</p> Signup and view all the answers

Which type of data should be excluded to prevent unintended bias in an AI model?

<p>Demographic (B)</p> Signup and view all the answers

Which AI application should a business analyst use to enhance sales processes?

<p>Lead scoring, opportunity forecasting, and case classification (B)</p> Signup and view all the answers

Which Salesforce feature should Cloud Kicks implement to eliminate duplicate customer records?

<p>Duplicate management (A)</p> Signup and view all the answers

Which Einstein capability is designed to generate content for Knowledge articles by analyzing emails?

<p>Generate (A)</p> Signup and view all the answers

What is the most likely reason why Cloud Kicks is not seeing accurate predictions from Einstein?

<p>Poor data quality (C)</p> Signup and view all the answers

Which type of data does Salesforce automatically exclude from Marketing Cloud Einstein engagement model training to mitigate bias?

<p>Demographic (B)</p> Signup and view all the answers

Which outcome is most likely when using poor-quality data in AI applications?

<p>AI models may produce biased or erroneous results. (A)</p> Signup and view all the answers

Cloud Kicks is receiving complaints about excessive sales calls and emails. Which data quality dimension should be assessed to address these communication inefficiencies?

<p>Duplication (B)</p> Signup and view all the answers

Cloud Kicks wants to ensure each new contact record includes an email address. Which feature should they use?

<p>Validation rule (A)</p> Signup and view all the answers

How does high-quality data impact the trustworthiness of AI-driven decisions?

<p>High-quality data improves the reliability and credibility of AI-driven decisions, fostering trust among users. (B)</p> Signup and view all the answers

What are the key components of the data quality standard?

<p>Accuracy, Completeness, Consistency (B)</p> Signup and view all the answers

A marketing manager wants to use AI to better engage their customers. Which functionality provides the best solution?

<p>Einstein Engagement (B)</p> Signup and view all the answers

What is the key difference between generative and predictive AI?

<p>Generative AI creates new content based on existing data and predictive AI analyzes existing data. (B)</p> Signup and view all the answers

What is the main focus of the Accountability principle in Salesforce's Trusted AI Principles?

<p>Taking responsibility for one's actions toward customers, partners, and society (B)</p> Signup and view all the answers

How does the 'right of least privilege' reduce the risk of handling sensitive personal data?

<p>By limiting how many people have access to data (C)</p> Signup and view all the answers

Cloud Kicks discovered multiple variations of state and country values in contact records. Which data quality dimension is affected by this issue?

<p>Consistency (C)</p> Signup and view all the answers

A system admin recognizes the need to put a data management strategy in place. What is a key component of data management strategy?

<p>Naming Convention (A)</p> Signup and view all the answers

What are some key benefits of AI in improving customer experiences in CRM?

<p>Streamlines case management by categorizing and tracking customer support cases, identifying topics, and summarizing case resolutions (C)</p> Signup and view all the answers

What is the role of data quality in achieving AI business Objectives?

<p>Data quality is required to create accurate Ai data insights. (C)</p> Signup and view all the answers

A healthcare company implements an algorithm to analyze patient data and assist in medical diagnosis. Which primary role does data Quality play in this Al application?

<p>Enhanced accuracy and reliability of medical predictions and diagnoses (B)</p> Signup and view all the answers

Which type of bias imposes a system's values on others?

<p>Association (A)</p> Signup and view all the answers

A sales manager wants to improve their processes using Al in Salesforce. Which application of Al would be most beneficial?

<p>Lead scoring and opportunity forecasting (A)</p> Signup and view all the answers

What is the most likely impact that high-quality data will have on customer relationships?

<p>Improved customer trust and satisfaction (C)</p> Signup and view all the answers

What is the role of Salesforce's Trusted Al Principles in the context of CRM systems?

<p>Guiding ethical and responsible use of Al (C)</p> Signup and view all the answers

What is a benefit of data quality and transparency as it pertains to bias in generative AI?

<p>Chances of bias are mitigated. (C)</p> Signup and view all the answers

Why is it critical to consider privacy concerns when dealing with Al and CRM data?

<p>Ensures compliance with laws and regulations (A)</p> Signup and view all the answers

In the context of Salesforce's Trusted Al Principles, what does the principle of Empowerment primarily aim to achieve?

<p>Empower users of all skill levels to build Al applications with clicks, not code. (A)</p> Signup and view all the answers

Cloud Kicks wants to use an Al model to predict the demand for shoes using historical data on sales and regional characteristics. What is an essential data quality dimension to achieve this goal?

<p>Reliability (A)</p> Signup and view all the answers

What is a key challenge of human-Al collaboration in decision-making?

<p>Creates a reliance on Al, potentially leading to less critical thinking and oversight (B)</p> Signup and view all the answers

What is machine learning?

<p>Al that can grow its intelligence (A)</p> Signup and view all the answers

What is a potential source of bias in training data for Al models?

<p>The data is skewed toward a particular demographic or source. (A)</p> Signup and view all the answers

What can bias in Al algorithms in CRM lead to?

<p>Ethical challenges in CRM systems (B)</p> Signup and view all the answers

What distinguishes machine learning in the realm of AI capabilities?

<p>Utilizes algorithm to gather insights from data and make choices (A)</p> Signup and view all the answers

A sales manager wants to improve Salesforce operations with AI. What AI application would offer the greatest benefits.

<p>Prioritizing leads and predicting sales opportunities (B)</p> Signup and view all the answers

Cloudy Computing wants to use AI to enhance its sales processes and customer support. Which capability should they use?

<p>Einstein Lead Scoring and Case Classification (C)</p> Signup and view all the answers

A service leader plans to use AI to help customers resolve their queries more quickly with a guided self-service app. Which Einstein feature offers the suitable solution for this?

<p>Automated Chatbots (C)</p> Signup and view all the answers

What constitute the foundation components of AI systems?

<p>Algorithms, data, and computational resources (C)</p> Signup and view all the answers

Which aspects of Einstein contribute to boosting sales efficiency and effectiveness?

<p>Opportunity Scoring, Lead Scoring, Account Insights (A)</p> Signup and view all the answers

A marketing manager wants to use AI to enhance customer engagement. Which feature provides the best solution for this goal?

<p>Einstein Engagement (A)</p> Signup and view all the answers

What is the term for bias that imposes the values of a system onto others?

<p>Automation (B)</p> Signup and view all the answers

During a conversation with a customer considering AI implementation in Salesforce, what should be the consultant's top priority when discussing the ethical aspects of data management?

<p>Privacy, bias, compliance, and security (A)</p> Signup and view all the answers

In what ways does AI aid in the process of lead qualification?

<p>Evaluate leads using customer information (C)</p> Signup and view all the answers

Why is the explainability of trusted AI Systems important?

<p>Clarifies how AI models reach decisions (A)</p> Signup and view all the answers

What is the significance of data protection measures in AI usage?

<p>Safeguards privacy and compliance (B)</p> Signup and view all the answers

What could be an origin of bias in the training data used for AI models?

<p>The data primarily comes from a specific demographic or source (C)</p> Signup and view all the answers

What represents a significant obstacle in human-AI cooperation in decision-making?

<p>Encourages dependence on AI, possibly reducing critical thinking and supervision (B)</p> Signup and view all the answers

Which type of AI focuses on very specific tasks?

<p>Narrow AI (A)</p> Signup and view all the answers

Why is it vital to address privacy issues when handling AI and CRM data?

<p>Guarantees adherence to laws and regulations (C)</p> Signup and view all the answers

What actions lead to bias in the training data for AI algorithms?

<p>Employing a dataset that lacks representation from various perspectives and populations (C)</p> Signup and view all the answers

What AI method involves a network of connections that are influenced by weights and biases?

<p>Neural networks (C)</p> Signup and view all the answers

Cloudy Computing is interested in adding AI capabilities to its Salesforce Platform but is worried about ethical and privacy issues. What steps should they take to reduce risks of AI bias?

<p>Adhere to Salesforce's Trusted AI Principles (B)</p> Signup and view all the answers

Cloudy Computing aims to reduce the workload of its customer care agents by deploying a chatbot on its website to handle common queries. Which area of AI is best suited for this situation?

<p>Natural language processing (A)</p> Signup and view all the answers

What are three frequently employed examples of AI in CRM?

<p>Predictive scoring, forecasting, recommendations (B)</p> Signup and view all the answers

What advantages does an organization gain by implementing AI to customize the online shopping experience for customers?

<p>Customers are more inclined to find satisfaction with their shopping experience (A)</p> Signup and view all the answers

What advantages does AI offer for enhancing customer experience in CRM?

<p>Simplifies case management by organizing and monitoring customer support issues, recognizing topics, and summarizing case resolutions. (A)</p> Signup and view all the answers

What are some significant advantages of AI in enhancing customer experiences within CRM?

<p>Improves case handling by organizing and monitoring customer support issues, recognizing subjects, and summarizing case solutions. (A)</p> Signup and view all the answers

What do predictive analytics, machine learning, natural language processing (NLP), and computer vision refer to?

<p>Various AI applications applicable in Salesforce (C)</p> Signup and view all the answers

What is the involvement of humans in AI-powered CRM procedures?

<p>Humans have a crucial role in supervising AI-powered CRM processes, adding context, and making ultimate decisions. (B)</p> Signup and view all the answers

Cloudy Computing's latest email campaign is struggling to attract new customers. How can AI increase the company's customer email engagement?

<p>Create personalized emails (B)</p> Signup and view all the answers

What purpose do Salesforce's Trusted AI Principles serve within CRM systems?

<p>Guiding the ethical and responsible utilization of AI (A)</p> Signup and view all the answers

What is a method for reducing bias and promoting fairness in AI applications?

<p>Continuously auditing and monitoring the data used in AI applications (A)</p> Signup and view all the answers

What does Salesforce's Trusted AI Principle of Transparency entail?

<p>Providing a clear and comprehensible explanation of AI decisions and actions (B)</p> Signup and view all the answers

In Salesforce's Trusted AI Principles, what is the primary emphasis of the Accountability principle?

<p>Acknowledging responsibility for actions towards customers, partners, and society (C)</p> Signup and view all the answers

What role does data quality play in accomplishing AI business goals?

<p>Data quality is essential for generating precise AI data insights (C)</p> Signup and view all the answers

What is a fundamental aspect to consider when it comes to data quality in AI implementations?

<p>The role of data in training and refining Salesforce AI models (A)</p> Signup and view all the answers

Within Salesforce's Trusted AI Principles, what is the primary goal of the Empowerment principle?

<p>Enable users of varying skill levels to create AI applications through user-friendly interfaces, without needing to write code (C)</p> Signup and view all the answers

A company utilizes Einstein and maintains a high data quality score, yet they are not experiencing the advantages of AI. What might be a potential explanation for not realizing the benefits of AI?

<p>The company isn't utilizing the appropriate Salesforce product. (C)</p> Signup and view all the answers

Cloudy Computing employs Einstein for generating predictions but is experiencing inaccuracies. What could be a possible explanation for this?

<p>Low data quality (A)</p> Signup and view all the answers

What effect does a data quality evaluation have on business results for companies utilizing AI?

<p>Establishes a baseline for AI predictions (B)</p> Signup and view all the answers

In the context of a healthcare company utilizing an algorithm to analyze patient data and aid in medical diagnosis, what is the primary role of data quality?

<p>It improves the accuracy and reliability of medical predictions and diagnoses (C)</p> Signup and view all the answers

Cloud Computing depends on data analysis to enhance its product recommendations, but it faces a recurring problem of incomplete customer records, including missing contact details and incomplete purchase histories. How will this deficiency in data quality affect the company's operations?

<p>It hampers the accuracy of product recommendations (A)</p> Signup and view all the answers

How does data quality and transparency impact bias in generative AI?

<p>It reduces the likelihood of bias (B)</p> Signup and view all the answers

Cloudy Computing intends to employ an AI model for forecasting shoe demand based on historical sales data and regional attributes. Which data quality dimension is crucial for achieving this objective?

<p>Reliability (C)</p> Signup and view all the answers

What is the impact of subpar data quality on predictive and generative AI models?

<p>Leads to imprecise outcomes (C)</p> Signup and view all the answers

What can happen if an organization experiences low data quality?

<p>Loss of revenue, diminished customer service, and damaged reputation (C)</p> Signup and view all the answers

What kind of AI employs machine learning to generate fresh and unique output based on provided input?

<p>Generative (C)</p> Signup and view all the answers

Cloudy Computing aims to enhance the predictive accuracy of its AI model by leveraging a substantial volume of data. What data quality aspect should the company prioritize?

<p>Accuracy (C)</p> Signup and view all the answers

A developer possesses a significant volume of data, yet it is dispersed across various systems and lacks standardization. Which fundamental data quality aspect should they prioritize to guarantee the efficiency of their models?

<p>Consistency (C)</p> Signup and view all the answers

What step should be followed to build and apply reliable generative AI while considering Salesforce's safety guidelines?

<p>Establish safeguards to mitigate harmful content and safeguard Personally Identifiable Information (PII) (A)</p> Signup and view all the answers

What is the most effective approach to protect customer data privacy?

<p>Monitor customer data consent preferences (B)</p> Signup and view all the answers

What kind of data should be excluded to prevent unintentional bias in an AI model?

<p>Demographic (A)</p> Signup and view all the answers

What data does Salesforce automatically remove from Marketing Cloud Einstein engagement model training to reduce bias and ethical risks?

<p>Demographic (B)</p> Signup and view all the answers

What constitutes an instance of ethical debt?

<p>Introducing an AI feature after identifying a detrimental bias. (A)</p> Signup and view all the answers

Which statement best reflects Salesforce's commitment to honesty in training AI models?

<p>Guarantee proper consent and transparency when employing AI-generated responses. (B)</p> Signup and view all the answers

Cloudy Computing is testing a new AI model. Which approach aligns with Salesforce's Trusted AI Principle of Inclusivity?

<p>Conduct testing using varied and inclusive datasets that align with the model's intended usage. (C)</p> Signup and view all the answers

In Salesforce's definition, what is an example of an immutable trait, which is a potentially sensitive attribute?

<p>Financial Status (C)</p> Signup and view all the answers

What are a few of the ethical issues connected with the development of AI?

<p>The possibility of human bias in machine learning algorithms and the absence of clarity in AI decision-making procedures. (A)</p> Signup and view all the answers

The technical team at Cloudy Computing is evaluating the efficiency of their AI development procedures. Which well-established Salesforce model should guide the creation of reliable AI solutions?

<p>Ethical AI Practice Maturity Model (A)</p> Signup and view all the answers

How can Cloudy Computing enhance its AI practices while adhering to Salesforce's Trusted AI Principles?

<p>Soliciting independent feedback from external ethics experts, customers, and advisory boards. (B)</p> Signup and view all the answers

According to Salesforce's Trusted AI Principle of Transparency, what customer information should be available on the Salesforce Platform when a customer using Einstein Prediction Builder is unsure about prediction?

<p>An explanation of the prediction's rationale and a model card detailing how the model was developed. (B)</p> Signup and view all the answers

When should the use of natural language processing (NLP) for automated customer service be disclosed to the customer, following Salesforce's Trusted AI Principles?

<p>At the outset of their conversation with AI (A)</p> Signup and view all the answers

Which Salesforce Trusted AI Principle highlights the significance of designing AI models to reduce bias for everyone potentially affected?

<p>Inclusiveness (A)</p> Signup and view all the answers

A system administrator acknowledges the necessity of establishing a data management strategy. What is a fundamental element of a data management strategy?

<p>Naming conventions (C)</p> Signup and view all the answers

Cloudy Computing is getting a dataset ready for an AI model but notices certain irregularities in the data. What should the company do as the most suitable course of action?

<p>Investigate the data inconsistencies and implement data quality methods. (C)</p> Signup and view all the answers

In what way should a financial institution adhere to Salesforce's Trusted AI Principle of Transparency when executing a campaign for preapproved credit cards?

<p>Clarify how risk factors like credit score may influence customer eligibility. (B)</p> Signup and view all the answers

Which data quality aspect is crucial for Cloudy Computing's customer service analytics application, designed to analyze cases in Salesforce and ensure efficient case resolution?

<p>Consistency (A)</p> Signup and view all the answers

What does "data completeness" mean when discussing data quality?

<p>The extent to which all necessary data points exist within the dataset. (B)</p> Signup and view all the answers

Cloudy Computing conducts a data quality evaluation and identifies several contact records with future birth dates. In this situation, which data quality aspect should be employed to assess the date of birth?

<p>Validity (C)</p> Signup and view all the answers

How does data quality influence the ethical use of AI applications?

<p>Good data quality is crucial to guarantee impartial and equitable AI decisions, uphold ethical standards, and prevent discrimination. (C)</p> Signup and view all the answers

A Cloudy Computing administrator wishes to capture a customer's preferred name on their record. Which Salesforce field type is most suitable for this purpose?

<p>Text (B)</p> Signup and view all the answers

A sales manager aims to improve the quality of lead data in their CRM system. What is the most likely process to assist the team in achieving this objective?

<p>Review and update missing lead information (B)</p> Signup and view all the answers

What could be a potential result of inadequate data quality?

<p>Unintentional reinforcement of biases in AI systems due to flawed data (C)</p> Signup and view all the answers

What is the expected outcome of high-quality data on customer relationships?

<p>Improved customer trust and satisfaction (A)</p> Signup and view all the answers

What advantage does a diverse, well-rounded, and extensive dataset offer?

<p>Model precision (A)</p> Signup and view all the answers

Cloudy Computing aims to enhance its business operations by integrating AI into its CRM system. What should the company's initial step be in preparing its data for AI utilization?

<p>Assess data accessibility (A)</p> Signup and view all the answers

How does data quality affect the reliability of AI-driven decisions?

<p>High-quality data enhances the dependability and credibility of AI-driven decisions, building trust among users. (C)</p> Signup and view all the answers

Why is the use of good data crucial for effective AI development?

<p>Results in more precise and dependable predictions and outcomes. (B)</p> Signup and view all the answers

A sales manager aims to improve the quality of lead data in their CRM system. What is the most likely process to assist the team in achieving this objective?

<p>Review and update missing lead information (B)</p> Signup and view all the answers

A Cloudy Computing administrator wishes to capture a customer's preferred name on their record. Which Salesforce field type is most suitable for this purpose?

<p>Text (B)</p> Signup and view all the answers

Flashcards

Einstein's Sales Features

Einstein enhances sales through opportunity scoring, lead scoring, and account insights.

AI and User Consent

AI infringes on privacy if user consent is not obtained.

Preparing Data for AI

Assess data availability first.

Trusted AI Safety Guideline

Create guardrails that mitigate toxicity and protect PII.

Signup and view all the flashcards

Ensuring Data Quality

Collect and curate high-quality data from reliable sources.

Signup and view all the flashcards

AI's Role in CRM

AI provides call summaries to help understand interactions.

Signup and view all the flashcards

Optimize Customer Care Agents

Provides call summaries

Signup and view all the flashcards

Predictive vs. Generative AI

Predictive AI classifies, generative AI creates new content.

Signup and view all the flashcards

Association Bias

Association bias results from data being labeled according to stereotypes.

Signup and view all the flashcards

Implement Transparency

Communicate risk factors such as credit score.

Signup and view all the flashcards

Avoiding Bias in AI

Demographic data should be omitted to avoid bias.

Signup and view all the flashcards

Boost Sales Processes

Lead scoring and opportunity forecasting

Signup and view all the flashcards

Remove Customer Records

Duplicate management

Signup and view all the flashcards

Einstein Capability

Generate uses emails to create content for Knowledge articles.

Signup and view all the flashcards

Generate Predictions

Poor data quality

Signup and view all the flashcards

Data Excluded from Marketing Cloud Einstein

Demographic data.

Signup and view all the flashcards

Poor-Quality Data

AI models may produce biased or erroneous results.

Signup and view all the flashcards

Reduce Communication Inefficiencies

Duplication

Signup and view all the flashcards

New Contact Contains Email

Validation rule

Signup and view all the flashcards

impact Trustworthiness Of AI Decisions

High-quality data improves reliability and credibility, fostering trust.

Signup and view all the flashcards

Standard Components

Accuracy, Completeness, Consistency

Signup and view all the flashcards

Engage Customers

Einstein Engagement

Signup and view all the flashcards

Difference between Generative and Predictive

Generative AI creates new content based on existing data and predictive Al analyzes existing data.

Signup and view all the flashcards

Focus on Accountability

Taking responsibility for one's actions toward customers, partners, and society

Signup and view all the flashcards

Important key Component

By limiting how many people have access to data.

Signup and view all the flashcards

Data quality is affected.

Consistency.

Signup and view all the flashcards

Data Management

Naming Convention

Signup and view all the flashcards

Key Benefits Of AI in CRM

Streamlines case management by categorizing and tracking customer support cases, identifying topics, and summarizing case resolutions

Signup and view all the flashcards

Achieve AI Business Objectives

Data quality is required to create accurate Al data insights.

Signup and view all the flashcards

Primary role of Quality

Enhanced accuracy and reliability of medical predictions and diagnoses

Signup and view all the flashcards

Type Of Bias

Automation

Signup and view all the flashcards

Beneficial AI Application

Lead scoring and opportunity forecasting

Signup and view all the flashcards

Impact Data Quality

Improved customer trust and satisfaction

Signup and view all the flashcards

Role of Trusted Al

Guiding ethical and responsible use of Al

Signup and view all the flashcards

Benefit of Data Quality and Transparency

Chances of bias are mitigated.

Signup and view all the flashcards

Study Notes

Einstein Features for Sales Enhancement

  • Einstein's Opportunity Scoring, Lead Scoring, and Account Insights enhance sales efficiency and effectiveness.
  • AI infringes on privacy when user consent is not obtained.

Preparing Data for AI in CRM:

  • When incorporating AI into CRM, companies should first determine data availability to prepare their data for AI use.

Developing Trusted AI with Salesforce's Safety Guidelines

  • Developing and implementing trusted AI requires creating guardrails that mitigate toxicity and protect Personally Identifiable Information (PII).

Ensuring Data Quality for AI Initiatives

  • Organizations should collect and curate high-quality data from reliable sources to ensure data quality for their AI Initiatives.

AI and CRM for Sales Representatives

  • AI in CRM helps sales representatives better understand previous customer interactions by providing call summaries.

AI Field for Chatbot Implementation

  • Natural language processing is the most suitable AI field for implementing a chatbot on a website to deflect incoming cases by answering frequently asked questions.

Predictive AI vs. Generative AI

  • Predictive AI uses machine learning to classify or predict outputs from input data.
  • Generative AI uses machine learning to generate new and original output for a given input.

Bias from Labeled Data

  • Association bias results from data being labeled according to stereotypes.

Salesforce AI Principle of Transparency

  • Implementing Salesforce's Trusted AI Principle of Transparency, requires communication about how risk factors such as credit score can impact customer eligibility

Avoiding Unintended Bias in AI Models

  • To avoid introducing unintended bias to an AI model, demographic data should be omitted.

AI Application for Business Analysts

  • Business analysts can enhance sales processes and customer support data governance, using AI applications in customer.

Removing Duplicate Records in Salesforce

  • Duplicate management feature removes multiple records for the same customer in Salesforce.

Einstein Capability for Knowledge Articles

  • Einstein can generate content for Knowledge articles by using emails

Potential Reason for Inaccurate Einstein Predictions

  • Poor data quality is a potential reason for inaccurate results when using Einstein to generate predictions.

Data Exclusion in Marketing Cloud Einstein

  • Salesforce automatically excludes demographic data from Marketing Cloud Einstein engagement model training to mitigate bias and ethical risks.

Potential Outcome of Poor-Quality Data

  • Using poor-quality data in AI applications can cause AI models to produce biased or erroneous results.

Data Quality Dimension for Communication Inefficiencies

  • When customers complain about receiving too many sales calls and emails, duplication data quality dimension should be assessed.

Data Quality Feature for Email Addresses

  • A data quality expert at Cloud Kicks can use a Validation rule, to guarantee each contact contains at least an email address.

Data Quality and Trustworthiness of AI

  • High-quality data improves the reliability and credibility of AI-driven decisions, building trust among users.

Key Components of Data Quality

  • Key components of data quality standard: accuracy, completeness, and consistency.

AI Functionality for Customer Engagement

  • Marketing managers should use Einstein Engagement functionality to better engage their customers with AI.

Generative AI vs. Predictive AI

  • Generative AI creates new content based on existing data.
  • Predictive AI analyzes existing data.

Main Focus of Accountability Principle

  • Taking responsibility for one's actions toward customers, partners, and society is the main focus of the Accountability principle in Salesforce's Trusted AI Principles.

Reducing Risk of Handling Personal Data

  • The "right of least privilege" reduces the risk of handling sensitive personal data by limiting how many people have access to data.

Data Quality Dimension Affected by Variations

  • Consistency is the data quality dimension affected when multiple variations of state and country values exist in contac records.

Key Component of Data Management Strategy

  • A key component of data management strategy is Naming Convention.

Benefits of AI in CRM

  • Streamlines case management by categorizing and tracking customer support cases, identifying topics, and summarizing case resolutions.

Role of Data Quality

  • Data quality is required to create accurate AI data insights when achieving Al business Objectives.

Role of Data Quality in Healthcare AI Application

  • Enhanced accuracy and reliability of medical predictions and diagnoses results from data Quality playing in AI applications in healthcare

Type of Bias

  • Automation is a type of bias imposes a system's values on others.

Beneficial AI Application for Sales Managers

  • A sales manager can improve their processes using AI in Salesforce by engaging lead scoring and opportunity forecasting to enhance their processes.

Impact Of High-Quality Data

  • High-quality data improves customer trust and satisfaction

Role of Salesforce's Trusted Al Principles

  • Guiding ethical and responsible use of Al is the Salesforce's Trusted Al Principles' role, in the context of CRM systems.

Benefit of Data Quality and Transparency

  • Data quality and transparency mitigates cases of bias in generative Al.

Critical Consideration for Privacy

  • Critical consideration for privacy ensures compliance with laws and regulations when dealing with AI and CRM data.

Principle of Empowerment

  • The principle of Empowerment aims to empower users of all skill levels to build Al applications with clicks, not code in the context of Salesforce's Trusted Al Principles.

Essential Data Quality Dimension

  • Reliability is essential to use an Al model to predict shoes demand, using histroical data and regional characteristics.

Challenge of Human-AI Collaboration

  • Reliance on Al, potentially leading to less critical thinking and oversight, constitutes key challenge of human-Al collaboration in decision-making.

Definition of Machine Learning

  • Machine learning constitutes, Al that can grow its intelligence.

Potential Source of Bias

  • The data is skewed toward a particular demographic or source, represents potential source of bias for training data for Al models.

Outcome of Bias

  • Ethical challenges in CRM systems results from bias in Al algorithms in CRM.

Distinguishing Machine Learning

  • Machine learning utilizes algorithms to gather insights from data and make choices, it distinguishes the realm of Al capabilities.

Improving Data Quality

  • Prioritizing leads and predicting sales opportunities, constitutes application that provide the greatest benifits. for sales manager to improve Salesforce operations.

Enhancing Sales Processes

  • Einstein Lead Scoring and Case Classification can enhance it's sales processes and customer support.

Resolving Queries Quickly

  • Automated Chatbots provides the suitable solution for resolving customers queries more quickly.

Foundation Components of AI Systems

  • Algorithms, data, and computational resources are the foundation of AI Systems.

Aspects of Einstein

  • Opportunity Scoring, Lead Scoring, Account Insights contribute to boosting sales efficiency and effectiveness.

Featuring AI Enhancement

  • Einstein Engagement enhances customer engagement, used by marketing managers

Bias Definition

  • The term for bias that imposes the values of a system onto others - Automation.

Ethical Data Management

  • During a conversation with a customer considering Al implementation in Salesforce discuss about Privacy, bias, compliance and security

AI Aid in Lead Qualification

  • Al aids in the process of lead qualification by evaluating leads using customer information

Explainability of Trusted Al Systems

  • Trusted Al systems important because they can clarify how Al models reach decisions

Data Protection

  • Significance of data protection measures secures privacy and compliance in Al usage

Origin of Bias

  • Specific demographic or source data can be the origin of bias in training data used for Al models

Obstacles of Human-AI Cooperation

  • Dependence on Al can possibly reduce critical thinking and supervision. It encourage human-AI.

Type of AI

  • Narrow tasks, for very especific tasks.

Addressing Privacy Issues

  • Address privacy issues by guaranteeing adherence to laws and regulations when handling Al and CRM data

Actions for Bias

  • Leads to bias training, when the data lacks from varies perspectives and populations

AI Method

  • Neural Network, involves of connections that are influenced by weights and biases.

Bias Risks

  • To reduce risks of Al bias implement Salesforce's Trusted AI Principles in there saleforce platform.

Suitable Al Area

  • Natural Language Processing is the best AI solution that cloudy computing agents can deploy for chatbot.

Frequently Employed Examples of AI

  • Examples inclue: predictive scoring, forecasting, recommendations

The Al customize for customers

  • Customers are more inclined to find satisfaction with shopping experience

AI advantages

  • Simplifies case management by organizing and monitoring customer support issues

Enhancement AI

  • Improves case handling by organizing and monitoring customer support issues, recognizing subjects, and summarizing case solutions

Refers to AI,

  • Predictive analytics, computer vision, machine learning etc.

The human in Ai

  • Humans have a crucial role in supervising Al powered CRM process

Increase emails

  • increase the company's customer email engagement by sending personalized emails.

The Al principal-Serve

  • The ethical responsibility use of AI

Monitor

  • Continuously auditing and monitoring the data used Al applications.

AI Salesforce

  • Explanations of AI.

Towards, partners of society

  • Acknowledge responsibility

Essential to Insight

  • Essential for AI, data quality is of the utmost necessity

A company utilizing for benefit

  • Einstein maintains, data quality is essential.

Problem occurs for Einstein

  • Cloudy Computing's company is using Einstein, but inaccuracies occur due to low data quality.

Evaluation for AI

  • Evaluate AI to establishes a baseline for Al predictions.

In Health-Care, Importance

  • Improve the accuracy and reliability of medical and diagnosis

Dependence enhance

  • Hampers the accuracy of product recommendations

Transparency

  • Reduces to likelihood

Crucial objectives

  • Age, is a crucial age objective.

Subpar impact

  • leads to imprecise outcomes

What happens if AI fails

  • Loss on revenue, damaged reputation etc.

Input in Fresh, etc.

  • Generative based out for generate

Objective to enhance AI

  • With much data the company use accuracy

Standardized,volume and data

  • consistency guarantee efficiency

Safety guidelines

  • Establish

Customer Privacy

  • Monitor customers data

Excluded to Bias

  • Demographic

Reduce the bias

  • Demographic

constitutes an instance of debt?

  • When identifiying a detrimental Bias

The best statement in the model

  • Guarantee proper consent and transparency in responses.

Models, Salesforce

  • The inclusion model Salesforce for cloud computing

Datasets to align with

  • Conduct testing using varied and inclusive datasets that align with the model's intended usage.

Sensitive info

  • Email.

The ethical connection

  • Possibility for bias

The evaluation

  • The model of salesforce

Enhance the Al

  • Soliciting from ethics customers and boards

Al is not sure

  • Explain data with rational to developed

the customers

  • conversation with Al

Highlight design

  • Inclussive design

a system admin

  • Naming conventions

The data backup

  • evaluate data results

suitable course of action

  • date quality methods

principle of transparency

clarifiry how scores can impact your eligibility

aspect is crucial

  • consistancy

"data completeness"

  • existing within the dataset

##quality aspects should validity

ethical views of quality

  • ethical standards to prevent discrimination

Salesforece for name capture

  • Capture a text name

assist model to achieve

information should be collected

A potential result, to improve

Unintentional

Studying That Suits You

Use AI to generate personalized quizzes and flashcards to suit your learning preferences.

Quiz Team

Related Documents

More Like This

Use Quizgecko on...
Browser
Browser