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Salesforce Data Cloud Enhancements Streamline Analysis & AI Apps

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Salesforce adds Einstein Copilot Search, a vector database, to its Data Cloud to help enterprises use unstructured data for analysis and build AI-based applications.

Salesforce is updating its Data Cloud with a vector database and Einstein Copilot Search capabilities to help enterprises use unstructured data for analysis.

The customer relationship management (CRM) software provider’s Data Cloud, part of the company’s Einstein 1 platform, is targeted at helping enterprises consolidate and align customer data.

The Einstein 1 platform, in turn, is a data engine with a low code and no code interface designed to let enterprises connect data to build AI-based applications.

As part of the updates, Salesforce has integrated vector database support via the Data Cloud Vector Database feature, which makes it easier for the Data Cloud to handle diverse data types.

“This database allows Salesforce customers to combine structured and unstructured data, creating a more comprehensive customer profile,” the company said in a press release, adding that once the unstructured data is added to the Data Cloud, it is automatically converted into a usable format across the Einstein 1 platform.

According to the company, this makes the unstructured data available for analysis and utilization across various workflows within Salesforce applications, including  Flow, Apex, and Tableau.

Salesforce has also added an AI search capability to Einstein Copilot, allowing the generative AI-based assistant to interpret and respond to complex queries from enterprise users by tapping into diverse data sources, including unstructured data.

“Copilot Search will provide precise, contextually relevant responses in a user’s workflow and bolster trust with source citations from the Einstein Trust Layer,” the company said.

The Einstein Trust Layer is based on a large language model (LLM) built into the platform to ensure data security and privacy.

To take advantage of unstructured data via Einstein Copilot Search, enterprises must create a new data pipeline that can be ingested by the Data Cloud and stored as unstructured data model objects.

These data model objects have to be transformed into data fit for use in AI applications by converting the data into embeddings, which are numeric representations of data optimized for use in AI algorithms, the company said, adding that these embeddings are then indexed for use in search across the Einstein 1 platform alongside any other existing structured data.

The Einstein Copilot Search capability can also be paired with retrieval augmented generation (RAG) tools — which Salesforce supplies — to enable Einstein Copilot to answer customer questions. Answers come with semantically relevant information, citing the knowledge sources used to craft the answers, the company said.

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