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You're reading from  Architecting AI Solutions on Salesforce

Product typeBook
Published inNov 2021
PublisherPackt
ISBN-139781801076012
Edition1st Edition
Tools
Salesforce EinsteinSalesforce Einstein
Concepts
CRM
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Author (1)
Lars Malmqvist
Lars Malmqvist
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Lars Malmqvist

Lars Malmqvist is a 32x certified Salesforce CTA and has spent the past 15 years in the Salesforce ecosystem building advanced solutions on the platform. Currently, he works as a partner in the management consultancy, Implement Consulting Group, focusing on supporting large Nordic Salesforce clients in their transformation journeys. He has published two books, Architecting AI Solutions on Salesforce and Salesforce Anti-Patterns, both with Packt publishing.
Read more about Lars Malmqvist

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Implementing Financial Services Cloud Einstein

Financial Services Cloud is Salesforce's offering for the wider financial services market, including retail and consumer banking, insurance, and wealth management. Given the great disparity between the operating procedures of these fields, it is a wide and comprehensive industry offering. This applies to the Einstein offering as well. While there are some common features across the industry segments, there are also specific templates for each segment in its own right. We will go through the main analytical offerings in the next section and then look at the other non-analytical features included in Financial Services Cloud Einstein.

Tableau CRM for Financial Services

Tableau CRM, which contains a range of pre-built dashboards, and Einstein Discovery Stories are the mainstays of the Financial Services Einstein suite. As we saw with Health Cloud Einstein, enabling and configuring these features is anything but trivial. In general...

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Architecting AI Solutions on Salesforce
Published in: Nov 2021Publisher: PacktISBN-13: 9781801076012
© 2021 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Lars Malmqvist

Lars Malmqvist is a 32x certified Salesforce CTA and has spent the past 15 years in the Salesforce ecosystem building advanced solutions on the platform. Currently, he works as a partner in the management consultancy, Implement Consulting Group, focusing on supporting large Nordic Salesforce clients in their transformation journeys. He has published two books, Architecting AI Solutions on Salesforce and Salesforce Anti-Patterns, both with Packt publishing.
Read more about Lars Malmqvist

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