Einstein for Flow: Using Generative AI to Assist Your Flows.

Einstein for Flow: Using Generative AI to Assist Your Flows

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As part of Salesforce’s continuous evolution of Einstein, it’s time we take a moment to provide an update on how Einstein is impacting one of your favorite tools in your admin toolbox: Salesforce Flow. Flow has many powerful capabilities and has helped Salesforce Admins like you streamline and automate your work and provide value to all end users in your organizations.

To help you get ready for Einstein for Flow, I worked on creating this article with Ajaay Ravi, Einstein for Flow Product Manager, and Vera Vetter, Director of Product Management, AI Research. Together with Vera and Ajaay, we are the product managers working on Einstein for Flow.

If, after reading this blog post, you want to learn more, you’re in luck! We delivered a presentation at Dreamforce ’23 that you can view below.

Introducing Einstein for Flow, the generative AI product for Flow 🎉

So, what’s Einstein for Flow? Einstein for Flow is a generative artificial intelligence (AI) tool that leverages large language models (LLMs) to power process automation across Salesforce products.

For admins new to Flow, we believe that Einstein for Flow can help you learn and adopt this powerful new capability. And for experienced admins, Einstein for Flow is your assistant to help you get started in building more complex flows.

Which LLM powers Einstein for Flow?

Generative AI is an incredibly dynamic field, and we’ve been helping our customers stay at the forefront of this important shift and maximize the value LLMs can bring to their businesses. For nearly a decade, Salesforce has spearheaded innovation in AI.

The investment and evolution of Einstein at Salesforce, starting back in 2014.

In 2022, Salesforce AI Research released CodeGen, our in-house LLM, to help transform how we approach software development.

And speaking of CodeGen, guess what? It’s the powerhouse behind Einstein for Flow! At Dreamforce ’23, it was the first time we publicly spoke about the secret sauce of Einstein for Flow. By leveraging our own custom model, we can tailor an AI solution specific to the needs of Salesforce users.

How does Einstein for Flow work?

Here’s how it works: You simply describe your flow requirement in plain words, via a natural language prompt. Einstein calls upon code to interpret and generate the natural flow data.

Since flows can sometimes be intricate, we introduce the concept called a chain of thought. With that, we decompose the flow into manageable steps. Then, each part is sequentially created and, finally, the segments are merged together into the final flow. This methodology ensures the output accurately mirrors your automation needs.

As you can see, a lot is going on behind the scenes powering Einstein for Flow!

Chart demonstrating how AI powers Einstein for Flow.

What’s next on the roadmap?

We have many upcoming features on our roadmap to help our customers realize the full potential of Einstein for Flow. One feature we’re very excited about is the ability to use Einstein to edit an existing flow, whether or not Einstein created it.

We want to help make flow building much easier, such that you never start from scratch. Essentially, you’ll be able to edit both new and existing flows you’ve generated. In our upcoming releases, we’ll be integrating an Einstein assistive interface that will allow you to open as well as edit all of your flows by simply talking to Einstein in natural language.

Einstein will suggest new changes and also show you a list of all the interconnected updates that will happen as a result of the changes you want to make.

Updates you can expect to see with Einstein for Flow: 1. Never start from scratch; 2. Match a user's ability and help them grow; 3. Easy by default, advanced by choice.

Einstein for Flow is designed to be very easy by default and advanced by choice. So, in addition to being able to inspect all the interconnected changes that Einstein recommends, you can also review step by step and view changes individually.

You’ll also be able to pull up a past history of all the changes that were recommended and made by Einstein for customers who are interested in generating an audit trail or a log of all AI-made changes.

This is just the beginning

We’re just getting started with Einstein for Flow. There are many more use cases and capabilities we plan to address in the future.

Currently, we’ve launched a pilot program with a diverse set of customers and plan to go GA in Spring ’24 with capabilities to generate flows with standard and custom objects. We’ll work closely with our customers to gather their feedback and use it to guide our roadmap.

Curious to know more about how Salesforce is embracing AI across our products? Dive into the 360 Blog. And for all things Flow, check out the resources below. Get ready to ride the Einstein for Flow wave–it’s a game-changer! 🚀

Resources


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