News / Artificial Intelligence / Data Cloud

Salesforce Data Cloud and Vertex AI

By Andrew Cook

This has been the year of artificial intelligence in the Salesforce ecosystem. Although 2023 is coming to an end, the announcements just keep on coming.

Salesforce has recently announced that Google Vertex AI models are now generally available in Einstein Studio. In this post, I’ll delve into what this actually means and why it matters.

What is Google Vertex AI?

First things first, what is Google Cloud Vertex AI? Essentially, it is a user-friendly platform for building, deploying, and managing machine learning models and applications at scale. It simplifies the process, offering both pre-built and custom model options. Plus, it’s efficient, with MLOps (Machine Learning Operations) tools to automate and scale workflows.

The platform comes with several advantages. Firstly, it speeds up ML projects thanks to its end-to-end lifecycle management. Google’s advanced AI algorithms and AutoML also improve model accuracy. Scalability is then assured with managed infrastructure, and robust security standards are in place.

Vertex AI’s practical applications cover predictive maintenance for preventing equipment breakdowns, fraud detection in financial services, and customer segmentation for personalized experiences. It’s also handy for retail, offering product recommendations based on user interests and past purchases. Lastly, it supports chatbots for better customer support and task automation.

What is Einstein Studio?

Next up, what is Einstein Studio? This is a new technology from Salesforce that lets you merge your company data with AI models from various predictive or generative AI services. This option allows for a mix of data privacy (your organization retains ownership of its data) and the capabilities of AI models from external services.

Within Salesforce, data science and engineering teams can effortlessly create, train, and deploy custom AI models through a bring-your-own model (BYOM) approach. This approach allows you to create and train custom AI models for improved predictions and auto-generated content, eliminating the time-consuming manual tasks related to AI integrations and training by employing a zero-ETL framework, seamlessly integrating advanced AI models with existing data across various sectors.

What are the Benefits?

Using a Google Cloud Vertex AI model with Data Cloud in Model Builder provides several benefits, including access to curated, harmonized, and near real-time data in Vertex AI. It eliminates the need for tedious ETL jobs, reducing costs and errors, and allows quick model development, testing, and tuning on a unified platform connected to Data Cloud. This integration supports real-time, streaming, and batch data ingestion for relevant AI outputs and enables automation of business processes in Salesforce Data Cloud using Vertex AI predictions through Flow and Apex.

Check out this video to find out more.

Why is This a Big Deal?

We’ve covered what Google Vertex AI is and the benefits of using it with Data Cloud, but why is this a big deal? 

To put it simply, it shows that Salesforce understands that not everything you do is within the Salesforce suite of products. People have been using tools like Google Vertex AI and Amazon SageMaker for years after all. This is something Lucy has spoken about in AI Wars: How Salesforce’s Agnostic LLM Approach Works.

What this also shows is just how powerful Model Builder is in giving you the capabilities to bring all of these technologies together. And in typical Salesforce fashion, it’s all done with clicks not code, making it accessible for a much wider audience to make use of.

Summary

Einstein Studio is a user-friendly AI tool that lets data teams create, train, and use AI models with data from places like Google Cloud Vertex AI or Amazon SageMaker. Ultimately, the dream is to have access to all your data in real time and be able to make decisions based on that data. With Data Cloud, Einstein Studio, and partnerships like Google Cloud Vertex AI and Amazon SageMaker, this dream is closer to a reality than ever before.

The Author

Andrew Cook

Andrew is a Salesforce Technical Instructor at Salesforce Ben. He is 14x certified and has worked in the ecosystem for 12 years.

Comments:

    Annalisa
    November 28, 2019 10:12 am
    Just wondering if instead of linking CLICK HERE on the form to an email, I can link it to the resubscribe merge field (and select 'open in new tab'). My predicament is that if someone signs up for an event through the registration form and can conclude their registration without first resubscribing, they will be pushed into a registration programme as unmailable and never receive the automated communication. In my case I need to make sure they resubscribe before submitting any form. How can I achieve this? Many thanks
    Lucy Mazalon
    January 16, 2020 2:31 pm
    Hi Annalisa, a predicament indeed! I would say that linking to the resubscribe merge field directly on the form won't be possible. When the resubscribe merge field is added to an email, Pardot rewrites the link upon sending to make it unique to that specific prospect. Doesn't the resubscribe functionality block them from submitting the form? If not, maybe have an automation rule that would notify you if someone opted out submits your event registration form? At least then you will be able to monitor that.
    Cecilia Skelton
    February 04, 2020 10:07 pm
    Hello. I'm not seeing 1. the option for a resubscribe link in the hyperlink popup nor 2. the resubscibe area in the settings. Is this only available with certain versions of Pardot? or have they taken the capability away? This would be huge for our business and would really benefit from this addition. Please let me know!
    Lucy Mazalon
    February 07, 2020 5:18 am
    Hi Cecilia, thanks for your comment. First of all, it's available for all Editions, but do you have HML enabled? That could be the missing piece...
    Dan
    February 18, 2020 2:52 pm
    Two questions: 1) is it possible to mimic this functionality if not using a Pardot form? Like if prospect info is submitted via API and they are opted out can we trigger the resubscribe email automatically? 2) Is it possible for the resubscribe page to be similar to the preference page where it shows multiple list options?
    Steve Boudreau
    February 18, 2020 7:47 pm
    Is there any way to do this with a form handler instead of a pardot-hosted form?
    Lucy Mazalon
    February 23, 2020 2:39 am
    Hi Steve, just seems you can only to this on Pardot Forms...I guess because it is configured through the form Builder too. I wonder if anyone has configured a solution to handle this with Form Handlers? Good luck!
    Lucy Mazalon
    February 23, 2020 2:44 am
    Hi Dan, it seems that this is only available for Pardot Forms. Let me take this away and have a think about it - I have not worked much with the API so I can't advise. I wonder if you are able to customise the Resubscribe page just like you are the Unsubscribe page?
    Kristy
    February 25, 2020 3:41 pm
    What if the prospect emails you via your help form or contact a client rep. Do we have to direct them to this form or is there an actual field where a Pardot user or the Pardot admin can resubscribe the prospect?
    Clémentine
    March 13, 2020 1:11 pm
    Hello, I have an issue with this option. My forms are implemented by iframe code on wordpress CMS and that doesn't work when we click on the hyperlink... However when i test the form online on Pardot with the button "view online", that works... Did you heard something about a similar issue ? Thank you,
    Lucy Mazalon
    March 20, 2020 11:54 am
    Hi Clémentine, no I haven't heard about anyone else having that issue, sorry. I would try asking on the Trailblazer community group: https://success.salesforce.com/0F9300000001qUi
    PardotSpecialist
    March 27, 2020 7:22 am
    Hi, I'm still not able to see the pop up on the form once the opted-out email is entered.What should be the reason?
    Olivia
    April 03, 2020 1:11 am
    Will this override the Do Not Email field if a user had a hard bounce previously?
    Sheila
    April 07, 2020 3:18 pm
    Is the please click here link the link to the email template? How would the email template fire? When the person clicks the link to the email template, an email will be sent to him?
    Lucy Mazalon
    April 13, 2020 2:26 pm
    Exactly, when you choose that template in the Pardot Settings, then it will be sent automatically (just like an autoresponder). Does that clear up your query?
    Lucy Mazalon
    April 20, 2020 12:52 pm
    Hi Olivia, You would need to test this because I do not know the definite answer. However, I believe it would follow the behaviour for 'Overwrite Prospect Opted Out field setting. This is taken from the documentation: "If Do Not Email and Prospect Opted Out are selected, opting that prospect in from Salesforce or Pardot deselects Do Not Email upon sync, unless Hard Bounced is marked on the prospect record." There's a table on this page that explains what would happen in each scenario: https://help.salesforce.com/articleView?id=pardot_sf_connector_optout_setting.htm&type=5 Let me know how you get on!
    Lucy Mazalon
    April 20, 2020 12:53 pm
    Hi, did you enable the correct settings in Pardot Settings?
    Lucy Mazalon
    April 20, 2020 12:54 pm
    Hi Kristy, for this I suggest you take a look at this article, where there’s a table that explains what would happen in each scenario: https://help.salesforce.com/articleView?id=pardot_sf_connector_optout_setting.htm&type=5 Hope that helps!
    joel
    May 13, 2020 5:59 am
    I'm confused by that part as to how the prospects will receive the email if they are unsubscribed and unmailable?
    Dave Talso
    July 10, 2020 4:14 pm
    Does anyone know where the setting is for the resubscribe confirmation landing page?
    Nicole Anaya
    July 16, 2020 4:54 am
    Impossible to edit the confirmation message after the subscriber clicks on the email resubscribe button right?
    Tim
    August 15, 2020 8:12 pm
    I'm trying to figure this out too. My colleagues really prefer the way we currently handle forms, and it will be a bit of a pain to replace our forms with Pardot ones.
    Rebecca Sweetman
    November 02, 2020 8:43 am
    Hi, did anyone ever figure this out? We use alot of handlers so would be better to configure it for handlers too. Thanks.
    Cheyanne Hefley
    December 14, 2020 9:54 pm
    Hi Dan - Wondering if you found a way to make your resubscribe page similar to your preference center? It seems the resubscribe link is the same as the unsub link as far as being able to edit the page.
    Dan
    December 16, 2020 3:07 am
    Hi Cheyanne - never did find a way to do it unfortunately!
    Anna
    April 08, 2021 1:30 pm
    For each form handler I have created a completion action to send an autoresponder. For the autoresponder I use my resubscribe template and it works fine.
    Ajith
    April 16, 2021 9:44 am
    Hi, i have multiple forms in my BU. I don't need this resubscribe functionality in one of these forms. Is it possible to remove this from one form and keep it in others?
    Lucy Mazalon
    April 19, 2021 8:12 am
    Hi! No, it will be activated across all forms across your Pardot app. Which makes sense - why wouldn't you want people opting back in if they are trying to submit a form?
    Lucy Edwards
    July 13, 2021 2:00 pm
    Hello, I've just set this up and it works, but when they click the link in the email, it takes them to the unsubscribe landing page? Does this page serve dual purposes? If so we might need to change the wording, as it currently confirms that they have been unsubscribed from all emails. Thank you
    Lucy Mazalon
    July 13, 2021 6:24 pm
    Hi Lucy, hmm I've not encountered this before, sorry! Maybe we can float it at the next PUG meetup?

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