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Architecting AI Solutions on Salesforce

You're reading from  Architecting AI Solutions on Salesforce

Product type Book
Published in Nov 2021
Publisher Packt
ISBN-13 9781801076012
Pages 340 pages
Edition 1st Edition
Languages
Concepts
Author (1):
Lars Malmqvist Lars Malmqvist
Profile icon Lars Malmqvist

Table of Contents (17) Chapters

Preface 1. Section 1: Salesforce and AI
2. Chapter 1: AI Solutions on the Salesforce Einstein Platform 3. Section 2: Out-of-the-Box AI Features for Salesforce
4. Chapter 2: Salesforce AI for Sales 5. Chapter 3: Salesforce AI for Service 6. Chapter 4: Salesforce AI for Marketing and Commerce 7. Chapter 5: Salesforce AI for Industry Clouds 8. Section 3: Extending and Building AI Features
9. Chapter 6: Declarative Customization Options 10. Chapter 7: Building AI Features with Einstein Platform Services 11. Chapter 8: Integrating Third-Party AI Services 12. Section 4: Making the Right Decision
13. Chapter 9: A Salesforce AI Decision Guide 14. Chapter 10: Conclusion 15. Assessments 16. Other Books You May Enjoy

Meet Pickled Plastics Ltd.

You always learn better from an example. Therefore, when going through the technical material in this book, we shall relate it to real-world scenarios to make them more concrete and meaningful. The vehicle by which we shall do this is the fictional company Pickled Plastics Ltd. In this section, I will go through the company, its IT infrastructure, and its use of Salesforce. This will be the baseline environment into which we will be adding new functionality as we go through the chapters to come.

Pickled Plastics Ltd. is a UK-headquartered manufacturing company, with local sales subsidiaries in 37 countries worldwide. The company is family-owned and employs about 3,000 people, with most being either in production or sales. The company has historically been slow to adopt new technologies. Still, 5 years ago, it hired a particularly forward-thinking Chief Information Officer (CIO) and is now considered among the most technologically forward manufacturers in the UK. This has coincided with a period of high single-digit growth, which for the industry is considered excellent.

Pickled Plastics Ltd. has been a Salesforce user since 2011, but it was only with the new CIO's entry that it started taking it seriously as a significant business-critical system. Now, however, it is a serious user, with a well-established center of excellence. It has adopted the Sales and Service Cloud throughout the business and across all subsidiaries. Besides, it has an extensive Community Cloud implementation, catering to its distributors in various countries.

Outside the UK, most business is done B2B through local distributors, but in the UK itself, Pickled Plastics Ltd. also sells directly to consumers through a subsidiary called Handsome Homewares. Handsome Homewares has a standalone Salesforce environment that includes Marketing Cloud, which is used to deliver customer journeys via email marketing, and B2C Commerce Cloud, which runs a small-scale webshop. The company is considering rolling out a B2C presence in more countries, so the technology investment in Handsome Homewares is also seen to prepare for this eventuality.

In addition to Salesforce, Pickled Plastics Ltd. is heavily invested in a reasonably old SAP implementation that runs all major backend processes and financials. It has a bespoke homemade middleware platform that it maintains, although replacing this is on the long-term roadmap. It has experimented with various public clouds and is open to using these services, but has not invested heavily in any of them so far.

You can see an overview of the system landscape in the following diagram:

Figure 1.3 – Pickled Plastics Ltd. system landscape

Figure 1.3 – Pickled Plastics Ltd. system landscape

The key strategic priority for the next 3 years of IT investment is AI. The company has so far not conducted any serious studies or done any real projects in this space. Still, with her usual bravado, the CIO has declared that Pickled Plastics Ltd. will have become an AI-driven intelligent manufacturer within 3 years. What that means is still a little unclear, but the appetite to invest in AI projects is clear.

Because of how its center of excellence is set up and the kind of capabilities it has in-house, Pickled Plastics Ltd. has a strong preference for out-of-the-box solutions. All of its existing implementations use 90%+ configurations over customization, and it has a strong preference for continuing this principle in the future. That being said, if there is a genuine need to do something different, it can make it happen. While the company does not have many deep technical resources on staff, these can be procured through long-standing vendor relationships. The preference, however, remains for out-of-the-box solutions.

Throughout the rest of the book, we shall be checking back in with Pickled Plastics Ltd. on an ongoing basis to see how the features we are talking about can help it on its journey. At the end of the book, it'll be a lot closer to realizing its goal of becoming an AI-driven business.

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Architecting AI Solutions on Salesforce
Published in: Nov 2021 Publisher: Packt ISBN-13: 9781801076012
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