How To Enable Einstein GPT – The Complete Guide

If you are a Salesforce user, you might have heard of Einstein GPT, the world’s first generative AI for CRM. But what exactly is it and how can you enable it in your Salesforce account?

We will answer these questions and guide you through the process of using einsteinGPT to create personalized content across every sales, service, marketing, commerce, and IT interaction, at hyperscale.

What Is Einstein GPT?

Einstein GPT is a new feature of Salesforce’s AI technology, Einstein, that leverages generative AI to produce natural-sounding text based on natural-language prompts. Generative AI is a branch of AI that can create new content from scratch, such as images, music, or text. Einstein GPT uses generative AI models from an ecosystem of partners, such as OpenAI’s ChatGPT, as well as Salesforce’s own proprietary models, to generate content that is relevant and trusted for your CRM needs.

Benefits Of Using Einstein GPT

Some of the benefits of using Einstein GPT are:

It can save you time and effort by automating tasks that require writing or editing text, such as sending emails, answering customer queries, creating marketing campaigns, or coding.
It can improve your productivity and creativity by providing you with suggestions and inspiration for your content creation.
It can enhance your customer experience by delivering personalized and engaging content that matches their preferences and needs.

The Things You Need To Enable Einstein GPT In Your Salesforce Account

To enable einsteinGPT in your Salesforce account, you need to follow these steps:

From Setup, enter Einstein GPT in the Quick Find box and select Einstein GPT.
Click the toggle on next to Einstein GPT. If you agree, accept the terms.
Scroll to My Models and click Create a New Model.
Choose a name and a description for your model.
Select a generative AI model from the list of available options. You can either use OpenAI’s ChatGPT or bring your own model from another source.
Configure your model settings according to your preferences and requirements.
Click Save.

Now you have successfully enabled einsteinGPT in your Salesforce account. In the next sections, we will show you how to connect to OpenAI’s ChatGPT, how to use your own generative AI model, and how to customize and train your Einstein GPT model.

How To Connect Einstien GPT To OpenAI’s ChatGPT

One of the generative AI models that you can use with einsteinGPT is OpenAI’s ChatGPT. ChatGPT is a version of GPT that has been fine-tuned to better understand the intention of natural-language instructions and respond accordingly. You can use ChatGPT to generate content for various purposes, such as summarizing information, writing in different styles or languages, or creating jokes or stories.

To use ChatGPT with EinsteinGPT, you need to install and configure the ChatGPT app for Slack. Slack is a cloud-based collaboration platform that allows you to communicate with your team members and access various apps and integrations. The ChatGPT app for Slack integrates OpenAI’s advanced AI technology with Slack’s interface, allowing you to use natural-language prompts directly within your Slack conversations to generate content with ChatGPT.

To install and configure the ChatGPT app for Slack, you need to follow these steps:

Go to the ChatGPT app page on the Slack App Directory and click Add to Slack.
Authorize the app to access your Slack account and workspace.
Go to your Slack workspace and open a direct message with ChatGPT.
Type /start to activate the app and /help to see the list of commands and examples.

Now you can use natural-language prompts to generate content with ChatGPT. For example, you can type:

/write a haiku about Salesforce
/translate hello from English to French
/tell me a joke about CRM

And ChatGPT will respond with:

Salesforce is more than CRM / It is a platform for growth / And customer success
Bonjour
What do you call a CRM that doesn’t work? A CR-Meh.

How To Use Your Own Generative AI Model With Einstien GPT

If you want to use your own generative AI model with EinsteinGPT, you can do so by using normalized APIs and an open ecosystem of generative AI partners. Normalized APIs are standardized interfaces that allow different models to communicate and exchange data with each other. An open ecosystem of generative AI partners is a network of providers that offer various generative AI models for different domains and purposes.

Advantages Of Using Your Own Model With Einstein GPT

Some of the advantages of using your own model with einsteinGPT are:

You can have more control and flexibility over your model’s features and capabilities.
You can use a model that is more suitable for your specific CRM needs and goals.
You can leverage the expertise and innovation of other generative AI providers.

To use your own model with einsteinGPT, you need to follow these steps:

Choose a suitable model for your CRM needs from the list of available options. You can either use a public model from an external source, such as Anthropic’s Claude, or a private model from your own organization or team.
Connect your model to einsteinGPT using normalized APIs. You need to provide the model’s name, description, URL, and authentication details.
Test your model’s functionality and compatibility with einsteinGPT. You can use the Test Model button to send sample prompts and see the generated responses.

How To Customize And Train Your Einstein GPT Model

Once you have enabled einsteinGPT and connected it to a generative AI model, you can customize and train your einstein GPT model to make it more effective and accurate for your CRM needs. You can use your own data to fine-tune your model, monitor and evaluate your model’s performance and accuracy, and optimize your model for different Salesforce clouds and use cases.

To use your own data to fine-tune your Einstein GPT model, you need to follow these steps:

Go to the Data tab in the Einstein GPT page in Setup.
Click Upload Data and select a CSV file that contains your data. Your data should have two columns: one for the prompts and one for the responses.
Click Train Model and wait for the training process to complete.

To monitor and evaluate your model’s performance and accuracy, you need to follow these steps:

Go to the Metrics tab in the Einstein GPT page in Setup.
View the graphs and charts that show various metrics, such as perplexity, accuracy, recall, precision, F1-score, etc.
Identify the areas where your model needs improvement and adjust your settings accordingly.

To optimize your model for different Salesforce clouds and use cases, you need to follow these steps:

Go to the Settings tab in the Einstein GPT page in Setup.
Select a Salesforce cloud that you want to use your model with, such as Sales Cloud, Service Cloud, Marketing Cloud, etc.
Configure your model settings according to the cloud’s features and requirements, such as language, tone, style, format, etc.

FAQs

What is generative AI and how does it differ from other types of AI?

Generative AI is a branch of AI that can create new content from scratch, such as images, music, or text. It differs from other types of AI that can only analyze or classify existing content.

How can I access einsteinGPT in my Salesforce account?

You can access einsteinGPT from Setup, by entering Einstein GPT in the Quick Find box and selecting Einstein GPT. You need to enable it and create a new model to use it.

What are the benefits of using OpenAI’s ChatGPT with einsteinGPT?

ChatGPT is a version of GPT that has been fine-tuned to better understand the intention of natural-language instructions and respond accordingly. You can use ChatGPT with einsteinGPT to generate content for various purposes, such as summarizing information, writing in different styles or languages, or creating jokes or stories.

How can I use my own generative AI model with einsteinGPT?

You can use your own generative AI model with einsteinGPT by using normalized APIs and an open ecosystem of generative AI partners. You need to choose a suitable model for your CRM needs, connect it to einsteinGPT using normalized APIs, and test its functionality and compatibility with einsteinGPT.

How can I customize and train my einsteinGPT model?

You can customize and train your einsteinGPT model by using your own data to fine-tune it, monitor and evaluate its performance and accuracy, and optimize it for different Salesforce clouds and use cases. You need to upload your data, train your model, view the metrics, and configure the settings accordingly.

Conclusion

In this article, we have shown you how to enable einsteinGPT in your Salesforce account and how to use it to create personalized content across every sales, service, marketing, commerce, and IT interaction, at hyperscale. We have also shown you how to connect to OpenAI’s ChatGPT, how to use your own generative AI model, and how to customize and train your einsteinGPT model.