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Use Case Library

Get inspired to get more value from AI. Browse practical use cases for out-of-the-box and custom AI solutions for any industry.

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AI Use Cases

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A sales rep prompts Einstein Copilot: "Use sales data to quickly draft an email." The email's topic is "Introduce myself."

Generate a Sales Pitch

Explore how to generate a sales pitch with Salesforce AI and see the use cases, benefits and step by step instructions.
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Sellers review details in a business client's customer profile.

Product or Order Recommendation

Explore how to create a product or order recommendation with Salesforce AI and see the use cases, benefits and step by step instructions.
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A customer service agent reviews customer case history details within Salesforce.

Find and Summarize Similar Cases

Explore how to find and summarize similar use cases with Salesforce AI and see the use cases, benefits and step by step instructions.
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A customer service agent prompts Einstein Copilot for a customer summary. Einstein responds and provides options for next steps.

Answer Customer Inquiry

Explore how to answer customer inquiries with Salesforce AI and see the use cases, benefits and step by step instructions.
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A sales reps prompts Einstein Copilot with the question, "What should I know about Lauren before we meet?"

Client Meeting Prep

Explore how to optimize client meeting prep with Salesforce AI and see the use cases, benefits and step by step instructions.
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An employee prompts Einstein Copilot for a patient's medical history. The response includes condition and recommended action.

Patient Data Management

Explore how to fast track patient data management with Salesforce AI and see the use cases, benefits and step by step instructions.
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A seller on her laptop reviews their daily activity feed, including an upcoming task and a meeting follow-up email.

Sales Meeting Support

Explore how to provide sales meeting support with Salesforce AI and see the use cases, benefits and step by step instructions.
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A sales rep sends Einstein Copilot a prompt to create a close plan, and Copilot provides a 4-step plan.

Create a Close Plan

Explore how to create a close plan with Salesforce AI and see the use cases, benefits and step by step instructions.
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A sales rep next to a view of a screen showing new opportunities. There is a button to draft an intro email using Einstein.

Optimize Sales Opportunities

Explore how to optimize sales opportunities with Salesforce AI and see the use cases, benefits and step by step instructions.
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Image of a customer service sales representative utilizing the Salesforce Einstein assistant for customer inquiries.

Analyze Survey Feedback

Explore how to analyze survey feedback with Salesforce AI and see the use cases, benefits and step by step instructions.
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A customer service agent prompts Einstein Copilot by asking how likely an account is to churn and gets an answer.

Resolve Customer Issue

Explore how to resolve customer issues with Salesforce AI and see the use cases, benefits and step by step instructions.
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A user prompts Einstein Copilot to summarize a customer support interaction about a login problem.

Client Support Summaries

Explore how to create client support summaries with Salesforce AI and see the use cases, benefits and step by step instructions.
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A financial services customer interacts with Einstein Copilot, via chat window, to resolve an issue with a transaction fee.

Transaction Disputes

Explore how to handle transaction disputes with Salesforce AI and see the use cases, benefits and step by step instructions.
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A user fills out detail fields, such as Name and pPogram, in an Einstein AI template for donor gift proposals.

Donor Engagement

Explore how to handle nonprofit donor engagement with Salesforce AI and see the use cases, benefits and step by step instructions.
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A marketer uses Einstein Copilot to generate a personalized offer email for a customer.

Manage Marketing Campaigns

Explore how to manage marketing campaigns with Salesforce AI and see the use cases, benefits and step by step instructions.
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A commerce professional reviews a promotional offer that Einstein Copilot has generated and sent to a customer via chat window.

Generate Promotional Content

Explore how to generate promotional content with Salesforce AI and see the use cases, benefits and step by step instructions.
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A commerce professional reviews a promotional offer that Einstein Copilot has generated and sent to a customer via chat window.

Create a Promotion

Explore how to create a promotion with Salesforce AI and see the use cases, benefits and step by step instructions.
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outcome-management-life-sciences

Outcome Management

Leverage Einstein to generate patient and program summaries with the adherence, engagement, and satisfaction rates and get a comprehensive report of the care programs and patients, with steps to mitigate the risks.
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benefits-verification

Benefits Verification

Verify program enrollee benefits and collate patient information, insurance coverage details, and relevant questions around pharmacy coverage. Summarize benefits coverage to share across care teams.
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customer-service-interactions

Customer Service Interactions

Empower customer service agents with the context of past customer interactions.
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account-forecast-ai

Account Forecast

Simplify revenue analysis and offer actionable recommendations for agreements and forecasts.
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