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AI and Salesforce.com Walter Paliska | KG Charles Harris | Jacqueline Chen | Learie Hercules | Ayori Selassie Quarrio Corporation Intelligence begins with a question™

AI and Salesforce

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Page 1: AI and Salesforce

AI and Salesforce.com

 Walter Paliska | KG Charles Harris | Jacqueline Chen | Learie Hercules | Ayori Selassie

Quarrio Corporation

Intelligence begins with a question™

Page 2: AI and Salesforce

The information challenge

Getting information in is easy

Getting

Information Out is Hard

Page 3: AI and Salesforce

We have a disconnect

73% Abandonment Rate For BI Systems

Page 4: AI and Salesforce

It’s the experience!

Objects Fields Relationships Queries SUM AVG COUNT MAX MIN

Page 5: AI and Salesforce

There is a better way Hercules Learie

Page 6: AI and Salesforce

Some definitions Artificial Intelligence (AI):

REASONING PROBLEM SOLVING

LEARNING

MACHINE LEARNING

LANGUAGE COGNITION

NLP

PERCEPTION

Page 7: AI and Salesforce

Typical NLP Architecture

HEROKU

REPORT SERVICES

NLP ENGINE

KNOWLEDGE CENTER

CORE ENGINE

OA

UTH

CUST 1 DATA

CUST 2 DATA

CUST N DATA

Sales

Page 8: AI and Salesforce

Conversational Analytics™

I NEED IT NOW

HOW DO I SET UP?

MAKE IT PERSONAL

MAKE IT SIMPLE

Questions Means

Thousands of Mini Reports

Connect to SF and “Know”

What’s There

Access to what users need and

should have

Automated Information

Presentation

BULK API SECURITY

NLP ENGINE NLP ENGINE

Page 9: AI and Salesforce

The user’s perspective Jacqueline Chen

Page 10: AI and Salesforce

ΝΛΠ: Τηε ΥΙ φορ ινφορµατιον

Δον’τ Λοοκ Φορ

Ρεπορτσ

ϑυστ Ασκ

ΣτοπΩαιτιν

γ

Ινσταντ Ινφορµατι

ον

Περσοναλ Ινφορµατιο

ν

Ψουρ Περσοναλ Αναλψστ

ΙνσταντΑϖαιλαβιλιτ

ψ

Ζερο το Ηερο ιν Μινυτεσ

Page 11: AI and Salesforce

Demo  Walter Paliska

Page 12: AI and Salesforce

What it Means to You Walter Paliska | Ayori Selasse

Page 13: AI and Salesforce

Admins: Time to team value

0 180 days

25%

50%

75%

100%

90

TEACH Lexicon & Custom Data

GROW

Expand User Base & Dictionary

ADAPT Monitor &

Grow Lexicon

Traditional Reporting &

Analytics

Page 14: AI and Salesforce

Developer Notes

FOCUS ON “UI”

IT’S ABOUT THE BUSINESS

USER

REACTION TIME IS

CRITICAL

NLP & AI are there to make the user’s interaction easier and faster, focus on

how AI can help.

NLP and AI are ideal in helping non-

savvy users, don’t let AI get in the way

of the experts.

User expectations are dramatically

higher with NLP. NLP input means

feedback – NOW – not “eventually”

Page 15: AI and Salesforce

Learn More At: www.quarrio.com

Ask us about early system

access for dreamforce attendees:

[email protected]