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Welcome back to
Salesforce Today
live from the Campground
here at World Tour New
York.
From enabling everyone
to use AI safely
and securely with
Einstein 1 platform
to unlocking trapped
data with Data Cloud
to embedding
Einstein 1 Copilot,
the conversational
AI assistant,
into all Salesforce
products,
we have plenty to discuss.
I am Cary Chao
alongside-- this
is the product
marketing squad up
in here, VP Carolyn
Bathauer, Senior Director
Jodi Innerfield, and
Director Ryan Schellack,
so much good stuff,
as they like to say.
But what are the
biggest takeaways?
Jody, I'm going
to start with you.
Well, we heard all
about the AI Enterprise.
We saw five steps it
takes to become an AI
Enterprise, and of
course, one of those steps
is generative AI.
And today, Einstein
Copilot is GA,
and Einstein Copilot is
the conversational UI
for the AI Enterprise.
That's definitely
what I'm taking away
from this keynote.
I love it,
Copilot going GA.
I wish almost we could
put on aviator sunglasses
to represent that.
Ryan, what was your
biggest takeaway
from the keynote?
The AI enterprise-- it's
such an exciting concept,
but the most
important factor
for so many
businesses is you've
got to get your
data house in order.
So building that data
foundation for AI,
for automation,
for analytics-- you
do that through
Data Cloud.
So something I really
took away over here
is this importance
of bringing together
all of this data, no
matter what structure it
is, no matter
its velocity,
and putting that
to work towards AI,
towards these
different experiences
across your
customer-facing
experiences, like we
saw at Turtle Bay.
That's my big
takeaway here.
You have to get
your data together.
Turtle Bay-- speaking
of which, can we go?
Yeah, that's my
big takeaway.
Can we just--
let's just do this.
I'm interested, research.
Exactly, 100% research.
Carolyn, what was
your biggest takeaway?
So when we're looking at
becoming an AI enterprise,
it's almost like a
maturity model, and so
those steps--
I talked to customers
all the time,
and the questions
that they ask
is, how do I start?
Where do I begin?
And so that
really outlines it
for our customers.
And then there's almost
a little bit of a plan
and a technology
package in each one
of those phases or
steps, and so it really
helps our customers
understand how to do it,
what to use, and then
how to deploy, so.
Yeah, there's a roadmap
because none of us
have ever done
this before,
so everybody needs to
know where we're going.
Yeah, totally.
I love the
step-by-step process.
One of the things I'd
like to know about,
though, is--
think about our roots,
low-code, no-code roots.
Amongst all the
announcements today, Ryan,
how are we staying
true to our roots?
We saw this from Leah
with Einstein I Studio.
It's such an
incredible concept.
We've been working around
these metadata-driven,
low-code builders
for years now,
and now, all of a sudden,
they work with AI.
You can build custom
prompts and ground them
in that data
from data cloud,
making them richer
and more contextual.
You can take that
conversational AI
experience and
customize it
so that it can take
workflows and automate
them across your business.
It can go and get work
done on user's behalf.
And if you want to
go build a custom
machine learning
model using your data,
you can do that
with clicks.
You can do a lot of things
with clicks in Salesforce,
build a flow,
build an app.
Now you can build a
machine learning model.
The possibilities
here are endless,
and it's all
happening together.
And so I had the just
exciting privilege
to look behind the
scenes and to our planner
services, and one of the
things that I am always
fascinated by is
how we build trust
into everything
that we do.
And when you look
at planner services,
it's the brain behind
Einstein and Copilot.
And the screen showed
three things-- first,
where you are
choosing your data
sets to come from--
so it's all your data.
It's grounded.
It's trusted-- then
the middle piece,
where it's running
all the queries.
And then on the right-hand
side, it's the output,
and so now you can see
actually how it's working.
And the most important
thing, I think,
is, when we talk
about trust,
seeing I get to choose
those variables of where
this data is coming from.
It makes a world
of difference,
so I was super
excited about that,
just a little bit
of a nerdy thing.
I love that.
And it's so easy to
just talk about trust
from a jargony standpoint.
Everybody talks
about it, but it's
amazing to see it
actually embedded
within our technology.
Jody, you talked about
Einstein Copilot going GA.
Well, let's take a look
from the main World Tour
keynote about the
big announcement.
And I'm so thrilled
today to be announcing
the general availability
of Einstein Copilot.
Einstein Copilot is
your one unified AI
conversational
assistant across
every Salesforce
application, sales,
service, marketing,
MuleSoft, Tableau, Slack,
and just as you
heard from Patrick,
Einstein Copilot
out of the box
is automatically
aware of and grounded
in your organization's
data and metadata,
in your organization's
business
logic, whether those
are flows, apex code,
MuleSoft integrations.
That's what makes
it so smart,
and so other eyes
in the market--
they're all talk.
Einstein Copilot
takes action
for you and your
employees to drive
that next level
of productivity
and performance.
Now, that was Clara
Shih, CEO of Salesforce,
breaking it down.
But one of the things
that really excites me
about Copilot--
it seems like it can
have an immediate impact
for our customers,
Carolyn.
Yeah, and it's awesome
because it is so built-in.
So we talk about it being
the AI for your CRM,
and it's built into
the flow of work, which
makes a big difference
when your employees are
trying to get work done.
So that's the
first thing I love.
The second thing
is we're staying
true to our no-code
and low-code roots
by taking those
common actions
and prompts and providing
those out of box.
So when you don't
know where to start,
using things that
are out of box where
you don't have
to build yourself
but it's still
grounded in your data
is a pretty cool
place to begin.
Yeah.
Jodi, what were your
thoughts about that as
well, the impact of the--
the customer impact?
Yeah, so we saw some sales
actions that are GA today,
but it's not just for
sales because-- yes,
"sales" is in our
name, Salesforce,
but Einstein Copilot
goes across all
of your applications.
So when I think about
service, service agents,
call center reps,
service replies
and search answers
means that they
can answer their customers
questions even faster
with those
preprogrammed workflows.
As a marketer,
segmentation,
user segmentation,
email content--
those are things
that I think
about every single day.
Copilot actions uses
natural language
processing to
assist in developing
all those emails.
And then, of course,
you've got commerce, IT.
We have workflows
for every-- workflows
are a big part of
all of Salesforce.
Again, we've on
the Platform team.
We can talk about no-code
builders and workflows day
in and day out.
We're simply
bringing those to AI,
into Einstein, to make
it easier for everybody
to make AI part of
their day-to-day
and part of
their enterprise.
So we talked-- we have
been on the Platform team,
and that helps us
really understand
a lot of what our
customers are looking
to automate.
And so when we talk about
Einstein and looking
at generative AI, we've
done a lot of this legwork
already in building
those workflows.
So now you're
taking workflows
and automating workflows,
which is pretty neat.
Yeah, it's workflows
on workflows.
It's like workflows
cubed, basically.
I'm a little envious
of not having been
on this Platform team--
I know. [? It's ?]
[? the Platypi-- ?]
[INTERPOSING VOICES]
--because there's a--
all right, good to know.
Another big announcement
that we just made--
Salesforce made it
easier for customers
to connect all
of their data
with Zero Copy
Partner Network.
Ryan, what do people need
to know about Zero Copy
Partner Network?
Take this away--
no more ETL,
and this is fantastic.
If you don't know those
three letters, extract,
transform,
load, IT folks--
they hear that, and they
go, money, time, pain,
lots of pain.
Not anymore.
Zero-copy
integration-- this
is an entirely new
pattern that all of us
have been investing in
as kind of a technology
community, and Data Cloud
is leading the charge
here, unlocking data from
other lakes, lakehouses,
and warehouses.
It feels like these are
like big bodies of water.
I know.
These are huge
critical systems
to these businesses,
but we're
helping folks
get at that data
without those
ETL pipelines.
So you can just go grab
data from Snowflake,
make it available
within Data Cloud
right there in the service
agents, user experience,
doing automations
on top of that,
grounding AI
with that data.
In the past, it was a
huge lift to do this.
Now everyone's
standardizing
on these easier zero-copy
integration patterns,
including at
the file level
through these open-table
formats like Iceberg
and Delta Lake that
the entire industry
is consolidating on.
And so this is
the beginning
of a huge
journey, and we've
got a ton of
friends that are
on this journey with us.
We love it.
And AI is only as good as
the data that you have.
In order to have
a great output,
you need to make sure
that your AI model has
the information.
Data Cloud and the
zero-copy data network
will help make sure
that you have access
to all of that data to
ground your AI outputs in.
It's about accessibility.
It just makes it so
accessible to utilize.
Let's hear more about the
Data Cloud and Zero Copy
Partner Network
from Salesforce, EVP
of Product and Industries
Marketing Patrick Stokes.
So that's how we bring
trusted data to our eye.
Now, Data Cloud has been
an incredible product
for us.
It is growing like crazy.
We are innovating
on it like crazy.
In fact, just a few weeks
ago in our spring release,
we announced an incredible
new capability called
data spaces, which allows
you to logically partition
your data across
different departments,
across different
functions or geographies
if you want.
Our customers are
adopting it like crazy,
and you can see
the growth numbers.
We're also incredibly
excited to announce
that Gartner
has just named
us a leader in their 2024
Gartner Magic Quadrant
for customer
data platforms.
But the innovation
doesn't stop there.
We're also incredibly
excited today
to announce a new Zero
Copy Partner Network,
and what this
does is this is
an extension of
the partnerships
we've been working on
with AWS and Databricks
and Snowflake, enabling
you to mount, to virtually
bring data to Data Cloud
without having to create
yet another data silo.
You can now virtually
mount these tables inside
of Data Cloud.
Why would you
want to do that?
Well, you've already
invested so much
in these data
platforms, but remember,
what we care most
about is helping
you activate that data.
So keep that data
in Snowflake.
Keep it in Databricks,
but connect it
through our Zero
Copy Network,
and we can help you start
activating that data
and bringing that data to
where the business needs
it.
Data Cloud--
an accelerator
for our customers
and their businesses.
Ryan, what makes Data
Cloud so impactful?
The biggest
thing, Cary-- it's
connected to
where users are.
It operates your data--
operationalizes your data
in the flow of
work, something
that-- we're a Platform
crew-- something we really
love.
We love data.
We also love metadata,
this data about data.
And what's so powerful
about Data Cloud is even
through the Zero
Copy Partner Network,
you've got data
that doesn't even
live within Data Cloud,
but by making it part
of our metadata
framework, you
can operate on
that data like it
is within Salesforce
because it
is through metadata.
And so you can go and
create reports on it,
you can trigger
automations off of it.
And something else we're
doing within Data Cloud,
too, is unlocking
unstructured data, PDFs,
emails, these files
that, up until now,
they're kind of sitting
there on the shelf.
They're critical.
That's rich
context for AI,
but you can't get at it.
Now you absolutely can
through the expansion
we're making to Data
Cloud right now.
Groundbreaking to have
that unstructured data
and incorporate that.
By the way, I'm
going to start
keeping a tally of
all the Platform club
references on this table.
What is going
on over here?
It was a good club.
It was a good club.
It was foundational.
It is foundational.
Let's talk about some
more announcements
because we had so many to
get to here in New York.
But Tableau--
Carolyn, what
stood out to you
about what's new
going on with Tableau?
So Ryan mentioned
being able to report
on data from
anywhere Tableau
and making sure that AI
is built into Tableau
allows you to have
natural conversations
with your data and those
reports and so the thing
that I love about this
is I have been on a quest
to take people from
the anecdotal to the
analytical, and Tableau--
it's the function
that helps us do that.
And so when you think
about having conversations
with data, if you're not
able to access your data
scientists--
I love them.
If you don't have one or
you don't have access--
They're in high demand.
They're in high demand.
Being able to ask Tableau
in natural language,
help me understand
what are the top five
markets for this product,
help me understand what
should I-- where should
I go next in visiting
my customers--
being able to do
those things in
natural language
is absolutely
groundbreaking,
and you can make better
business decisions
the better data you have.
And if anybody can access
that as a business user,
it's just going
to be really
game-changing for
our customers.
[? Totally. ?] I kind
of want to just repeat
what you just said,
natural language
question to your data.
Hey, yo, what do I
need to pay attention
to right here when
it comes to that?
And it's incredible.
That's Tableau.
What about on the
Slack side, Jodi?
OK, well, Ryan was talking
about unstructured data,
and where do we have
more unstructured data
than in Slack?
The two things that
are complete game
changers for Slack AI--
Slack Recaps and Search.
I just was very fortunate
to take a vacation
and came back to over
1,200 Slack messages.
There was no way I
was going to read
through all those.
With AI in Slack
for Slack Recaps,
I was able to spend five
minutes, maybe 10 minutes,
with only the most
important information so
that I could get
back and get working.
So that is a
game-changer in how
we work every single
day, and that's something
that customers can see an
immediate impact in how
AI is transforming the
way their employees work.
The other is Slack Search.
So now I can put
in a search term.
I can talk to
Slack the same way
you can talk to your
data, and instead
of reading through all of
the threads and comments
and everything
that comes up,
I get a summary of
what I'm searching for.
And it links--
it footnotes,
the information, and
that has completely
changed the way I
can move about my day
and how I get
my work done.
You know where
you can't do that?
In email.
You can only do
that in Slack, so.
One of the things that's
so amazing about Slack
Recap, to kind of
double-click on that,
is more so it used to be
some of these automations
that we talk about save,
like, milliseconds,
efficiencies.
But now we're talking
straight up minutes--
Hours.
--hours, yeah.
This would have been
hours of my life trying
to get up to speed, so
between Slack Recaps,
which gives me the
highlights of what I need
to know, and Slack Search
for when someone asks me
a question of
something I missed,
I can go in and
quickly find it,
I am moving faster than
I ever did at work.
And I move pretty
fast as it is.
100%.
Speaking of moving fast,
all right, sometimes
people don't have
all this time
to take away all the
amazing, good stuff
that we talk about.
Ryan, one thing people
need to take away
from World Tour New York?
I'll say this.
It's AI and data built
on a foundation of trust.
We talked about this
notion of an Einstein
Trust Layer, and
we showed all
these different
experiences
for Einstein Copilot.
It's in Tableau.
It's also in Slack,
sales, and service.
The common factor?
One Einstein Trust
layer, which means data
securely grounded
on your AI.
That's critical
for enterprises.
I love that.
Jodi, same
question, one thing
to take away from
World Tour New York?
Einstein Copilot,
available in sales,
service,
marketing, wherever
you are working because
that is bringing AI
to everybody.
And Slack Recaps--
I [? cannot stop ?]
talking
about Slack Recaps.
I know.
We love the recaps.
We love-- Carolyn,
same question for you
really quickly--
one big takeaway?
I think just having a
maturity model to help
our customers get there--
we are so good at
those formulas,
and we provide
them to everybody.
So I want to make sure
everybody understands.
We have an
unbelievable amount
of resources to
get you started
and to keep you
going, and so make
sure you check those out.
The Platform crew--
Platypi.
Platypi, I love it.
Incredible, good stuff.
VP of Product Marketing
Carolyn Bathauer,
Senior Director of Product
Marketing Jody Innerfield,
and Product Marketing
Director Ryan Schellack,
thank you all so much for
breaking down the biggest
news here at World
tour, New York.
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