Ingest unstructured data such as audio and video into Data 360, generate change events on chunked data, and trigger downstream CRM workflows using extracted insights.
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Act on Unstructured Data in Near Real Time
, Software Engineering LMTS, Salesforce
Role: Architect
Products: Data 360
Topic: Data Activation
Session Level: Intermediate
Session Type: Theater
- Thursday, Apr 162:30 PM - 2:50 PM PDT(9:30 PM - 9:50 PM GMT)Theater 1 (Campground, Level 1)FIRST COME FIRST SEATED
Session Summary: This session highlighted how Salesforce's Data Cloud, Einstein, and CRM platform work together to automate and streamline business processes involving unstructured data, such as house inspection reports. The speaker introduced a solution for processing large volumes of documents, extracting critical information, and integrating workflows seamlessly with Salesforce's CRM platform. By leveraging Data Cloud's Unstructured Data Lake and vector search capabilities, as well as Einstein's AI reasoning, users can automate case creation, prioritize tasks accurately, and gain deeper insights from unstructured data. A live demo showcased how the pipeline processes multilingual documents, identifies relevant content, and generates cases automatically, significantly improving efficiency and safety outcomes for businesses managing high volumes of files.
Key Takeaways:
• Salesforce's Data Cloud enables automated processing of unstructured data, breaking documents into smaller chunks and using vector embeddings for semantic search and insights.
• Einstein AI enhances workflows by categorizing documents with high confidence and generating actionable outputs like case records, reducing manual effort and the risk of oversight.
• The integration of Salesforce's CRM platform with Data Cloud and Einstein creates a seamless system for managing large-scale document processing while maintaining accuracy and efficiency.
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