Publish date:

• 27th February, 2023

With everything happening in artificial intelligence, especially ChatGPT, it’s understandable to feel overwhelmed. The ongoing changes can make it hard to see how they impact the Salesforce ecosystem.

AI advancements will affect different Salesforce roles and daily tasks in various ways. To get a clearer picture, I asked people in our community for their thoughts on AI tools like ChatGPT. What do they think about it all?

“ChatGPT shows strong abilities in understanding and generating language, which is important for building advanced AI applications.” – Huma Abidi, Senior Director of AI Software Products, Intel.

Chatbots like GPT use a lot of data and computing techniques to put words together in a way that makes sense. They know a wide range of vocabulary and understand each word's context, allowing them to mimic speech patterns and display vast knowledge. This technology is gaining attention worldwide and is seen as a new solution in tech. Many companies are working on their versions of it. Keep an eye out for more generative AI, like Salesforce's EinsteinGPT.

Salesforce is the leading customer relationship tool in the world. It is used by many companies, from Fortune 500 firms to medium-sized businesses in developing countries like India and Africa. According to a Salesforce consultant, it helps companies connect meaningfully and personally with their clients. Every company that wants to succeed needs this tool in its tech lineup. Since its launch in 1999, Salesforce has continued to grow and improve.

The combination of these two technologies creates new opportunities for businesses. How will this help us? According to a Salesforce consultant, there are six ways that this combination will benefit us all.

• Also Read: How To Integrate Chatgpt With Your Crm Software

ChatGPT Community Insights

With new "GPT" tools launching every week, how does the Salesforce community use these chat tools daily? Also, how do they see these tools changing in the following months and years? Let’s explore!

Do you have any specific use cases for using ChatGPT in Salesforce?
When I started using ChatGPT for Salesforce Admins and Users, the first thing that came to mind was training content. ChatGPT provides clear step-by-step instructions for straightforward questions like “How do I create an Opportunity?”. However, the downside is that many businesses have custom fields or validation rules that ChatGPT doesn’t know about, so it can’t address those. An admin could use ChatGPT to draft most of a knowledge article and adjust it to fit their business needs.

What are your thoughts about generative AI in the Salesforce ecosystem?
I’ll be honest – after trying it out for a while, my first thought was this: “Blog and content writers, including me, should be worried, but most admins probably don’t need to stress.” Businesses will always have unique practices, and users often ask for things that are not best practices. While ChatGPT can summarize information from the internet, it still seems to lack proper understanding.

Do you have any specific use cases for using ChatGPT in Salesforce?

ChatGPT can benefit ecosystem beginners. It can help new admins learn about formula functions and validation rules or assist developers in writing their first piece of Apex. You can also use it to create Lightning Components for demos quickly. 

However, be careful because the output might not always be valid or use a real Salesforce function!

What are your thoughts about generative AI in the Salesforce ecosystem?

This AI has great potential to change how we work, learn, and collaborate shortly. However, it has been temporarily banned from the #TrailblazerCommunity for a good reason.

It creates formula functions that don’t exist and will do exactly what you ask. Just because it writes code for you doesn’t mean the code is the best solution to your problem or that it follows best practices, like Salesforce Governor Limits.

• Also Read: Top Ways To Use Chat Gpt Now

Do you have any specific use cases for using ChatGPT in Salesforce?

I have a unique situation for non-native English speakers who struggle to express their ideas in writing. I encourage my team to use this approach.

I advise my team to list their key ideas with a specific prompt in bullet points. This helps ChatGPT customize its writing. It provides a clear starting point, allowing them to check the information for accuracy and make small changes within a solid structure.

What are your thoughts about generative AI in the Salesforce ecosystem?

Change is essential – there's no turning back! Generative AI can turn hours of research and trial and error into a few simple prompts, giving you a good starting point for any project. Development is most affected – using tools like Apex with Einstein GPT or specific Visual Studio extensions is amazing!

Do you have any specific use cases to share when using ChatGPT in Salesforce?

ChatGPT helps me plan my daily schedule. It saves me time by guiding me through challenges. I also double-check my work.

Since ChatGPT understands coding, it helps me find errors and solve problems.

What are your thoughts about generative AI in the Salesforce ecosystem?

AI could lead to some junior developers losing their jobs. AI is growing quickly, and we now have more tools like Einstein GPT. Relying on AI might make people think less since it does much of the work for us.

Do you have any specific use cases to share when using ChatGPT in Salesforce?

The best use of this technology is in customer support. Businesses that already use a chatbot or plan to use one can now pair ChatGPT's powerful AI features with their data in Salesforce. This will help create smoother interactions for customers. Customers can ask about their accounts and receive information from Knowledge Base (KB) articles. This will help businesses reduce the number of cases they need to handle.

The Einstein Chatbot needs businesses to provide fixed responses and options. It can also access the knowledge base. In contrast, ChatGPT can enhance this by adding more flexibility and creativity.

What are your thoughts about generative AI in the Salesforce ecosystem?

This can help individual Salesforce professionals, but any Salesforce Trailblazer can benefit from it. They can use ChatGPT to prepare for Salesforce interviews or to personalize their learning journey through conversation. This will help Trailblazers enhance their personal and professional development like never before.

You need to know which search terms to use to get the right results on Google. People must also learn how to create clear prompts for generative AI to receive meaningful and helpful responses.

What are your thoughts about generative AI in the Salesforce ecosystem?
Generative AI can help you make the most of your expert skills. The Salesforce ecosystem grows quickly, making it impossible to stay an expert on every cloud and feature over time. But is it necessary to?

You can become an AI-supported generalist. Suppose you understand the business problems Salesforce can solve and develop expert knowledge in those areas. In that case, generative AI can give you the detailed help you need in almost any Salesforce field.

• Also Read: CHAT GPT AND ITS IMPACT ON SALESFORCE PERSONNEL

Do you have any specific use cases for using ChatGPT in Salesforce?

Segmenting your prospects can be complicated and tedious when done by hand. You can tell ChatGPT how to define your segments and ask it to assign one to each prospect in your database. Wouldn't it be great if this happened automatically when a prospect is created? But how do you do that? What is the right call to the Pardot API to make it happen? You don’t have to worry anymore; ask ChatGPT, and you’ll get an almost-ready script and tests.

Below are some ways that Chat GPT can be useful with Salesforce, as per a Salesforce Consultant:

• GPT can suggest products or services for clients based on their past purchases and interactions saved in Salesforce.

• GPT can help create sales or marketing materials like brochures, flyers, or presentations using client information stored in Salesforce. A Salesforce Consultant says this is awesome!

• We will use GPT to streamline the creation of client support FAQs and knowledge bases. This will leverage information stored in Salesforce and our history of customer interactions.

• GPT can create customized client service scripts or responses using information stored in Salesforce and our past client interactions.

According to a Salesforce consultant, GPT can create customized marketing or sales emails using client information stored in Salesforce. This is a valuable tool.

GPT can create tailored product or service descriptions using client information stored in Salesforce. Codleo is a top Salesforce Consultant.
GPT can help automate client service reports or summaries using client information stored in Salesforce. Contact Codleo Salesforce partner for more details.

Mr. Arun Sharma, Delivery Lead of Codleo Consulting, a top Salesforce Consultant, says, “Chat GPT is still developing and has great potential. However, it has some flaws, so we should use it carefully. Unquestioningly trusting it is not wise. Its various uses, especially with Salesforce CRM, can make work easier for businesses.”

Connecting Chat GPT or similar tools with Salesforce allows companies to automate and customize many tasks and processes. This saves time and improves the client experience. What are your thoughts on this trending topic? Please share your comments and experiences.

• Also Read: On Crm: 9 Crm Applications That Are Already Using Chatgpt

Final Thoughts 

Thanks to everyone for sharing your thoughts. We have a mix of experiences so far, but as ChatGPT keeps improving, we can expect it to help with more everyday tasks. 

How are you using ChatGPT in your Salesforce role? Please share in the comments.