What are Salesforce AI tools?
Salesforce AI tools are a suite of artificial intelligence-powered solutions that analyse masses of data in seconds and take care of repetitive tasks so your team can focus on closing deals, solving problems, and driving growth. Sales, marketing, service, or data analytics – Salesforce AI works like an invisible force behind the scenes, making complex decisions feel effortless.
Why should every business embrace Salesforce AI tools?
Manual data entry? Lead scoring? Basic customer inquiries? AI handles the monotonous tasks, so your teams can focus on strategy, relationships, and big-picture thinking. It also analyses patterns, detects opportunities, and provides real-time insights so decisions are backed by data, not guesswork.
For instance, Salesforce AI tools can pinpoint high-value prospects, refine targeting, and ensure every sales pitch is customize efficiently. What’s more, AI-powered bots now handle complex questions with context in seconds – so every customer gets fast, efficient, and frustration-free support, at any scale.
7 Salesforce AI tools you should consider
Here’s a breakdown of the top Salesforce AI tools that can give your business a serious competitive edge.
1. Agentforce: turn your support team into a customer service powerhouse
Today, many customer service teams face challenges such as repetitive tasks, long resolution times, and overwhelming case volumes. To address these issues, “intelligent agents” have emerged, meaning AI-powered tools that automate routine processes and provide data-driven recommendations.
Agentforce stands out as an advanced solution that not only helps teams reduce administrative work but also enhances the overall customer experience.
An intelligent agent is not just an automation tool but a significant evolution in service technology, capable of understanding, learning, and adapting to various scenarios. In the near future, these agents are expected to take on even more complex tasks, enabling more personalized and efficient interactions.
Salesforce (SF), a leader in the development of intelligent agent technologies, is at the forefront of this revolution. Through its innovative solutions, Salesforce not only optimizes customer service but also prepares businesses for a future where artificial intelligence will be a central pillar in creating exceptional customer experiences.
Ideal for: Customer support teams, service managers, and organizations looking to enhance efficiency, reduce response times, and deliver exceptional customer experiences.
2. Einstein Copilot: AI that works like a pro, so you don’t have to
Einstein Copilot is an intelligence layer embedded in your workflows. It analyses data, automates tasks, and delivers real-time insights, to help teams make smarter decisions and drive results.
Ideal for: Sales, service, and operations teams that want to leverage AI for efficiency, automation, and more data-driven decision-making.
3. Prompt Builder: because AI should speak your language
AI is only as powerful as the prompts it receives. Prompt Builder allows businesses to design and refine AI interactions, ensuring that AI-driven responses are accurate, contextual, and aligned with the company’s goals. By fine-tuning prompts, teams can create more natural and meaningful conversations between AI and users.
Ideal for: Marketing, customer service, and operations teams that want to fine-tune AI-driven conversations to improve engagement and efficiency.
4. Salesforce Data Cloud: your data, unified and weaponized
Modern businesses are drowning in data but often struggle to extract real value from it. Salesforce Data Cloud consolidates, structures, and activates data across all sources in real time, transforming raw information into actionable intelligence.
Ideal for: Enterprises, data-driven organizations, and leaders who need a unified, real-time view of their business to drive strategy and execution.
5. Einstein Analytics: AI-driven business intelligence at your fingertips
Traditional analytics provide data; Einstein Analytics provides answers. It applies advanced AI models to identify patterns, predict trends, and recommend actions.
Ideal for: Executives, analysts, and business leaders who need deeper insights to stay ahead of the competition.
6. Einstein Voice: stop typing, start doing
Einstein Voice allows users to interact with Salesforce using natural speech, making it easy to perform tasks like updating records, retrieving information, and executing commands, simply by speaking. Whether you’re in the middle of a meeting, on the go, or hands full in the field, Einstein Voice helps you stay productive without needing to type.
For example, a sales professional can update a client’s contact information while driving to their next meeting, or a field team can log important notes directly into the system after visiting a client, all without having to stop what they’re doing. Executives can quickly ask for sales reports or performance insights during a call, without needing to manually search for data.
Ideal for: Sales professionals, field teams, and executives who need quick access to information, hands-free data entry, and the ability to multitask effectively while on the move.
7. Einstein Bots: chatbots that know what customers want
Automating customer interactions through chatbots doesn’t mean sacrificing quality. Einstein Bots use AI to engage with customers across multiple channels, answering common inquiries, resolving issues, and seamlessly escalating complex cases to human agents when necessary.
Ideal for: Customer service teams, support managers, and businesses that want to scale their customer engagement while maintaining a high-quality service experience.
Best practices for implementing Salesforce AI tools
AI is only as powerful as the way you use it. To get real results, instead of just another layer of tech, follow these best practices when implementing Salesforce AI tools:
1. Start with a clear goal (not just “let’s use AI”)
AI can be a game changer, but it’s important to define a clear objective before jumping in. Whether your goal is improving lead conversion, automating customer support, or refining marketing campaigns, AI should align with your business needs. Remember, AI is a tool, not a strategy.
Start small. Begin with one focused use case, and iterate as you go. This allows your team to become comfortable with the technology and its outputs. As you gain confidence, you can gradually expand its capabilities, adding more functionalities over time. By evolving in this way, you ensure smoother adoption and better results as your AI systems grow.
2. Clean up your data first
AI thrives on quality data. If your CRM is full of duplicates, outdated contacts, or incomplete records, AI won’t magically fix it. Invest time in data hygiene so your AI models can deliver real insights instead of incorrect predictions.
3. Integrate seamlessly
AI works best when it’s connected across your entire Salesforce ecosystem. Ensure your AI tools sync with CRM, marketing, sales, and service platforms to create a unified, intelligent workflow.
4. Automate, but keep a human touch
AI is great at handling repetitive tasks, but some interactions still need a human element. Use AI to enhance – not replace – your team, ensuring automation supports meaningful, personalized customer experiences.
5. Train your team
Provide training so teams understand how to interpret AI-driven insights, adjust automation settings, and use AI as a strategic advantage.
6. Monitor, optimize, repeat
Track performance, refine processes, and tweak AI models as your business evolves. The more you fine-tune, the smarter your AI becomes.
Salesforce AI tools work best when they work with you
You know AI has the power to transform your business, but where do you start? How do you avoid complex integrations, wasted budgets, and tools that overpromise but underdeliver? That’s where we come in.
At Near Partner, we help businesses implement Salesforce AI tools in a way that actually works. If disconnected data is slowing you down, we unify and activate it. If AI adoption feels overwhelming, we train your teams to use it effectively. And if you’re unsure what tools you actually need, we guide you to the right solutions – the ones that drive real impact, and don’t add complexity.
Get in touch today and let’s turn AI into a real advantage for your business.
