Jumpstart Your Formulas with AI – Salesforce Admins

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Learn how to leverage the potential of AI in Salesforce formulas. Discover how conversational generative AIs can assist admins in creating and editing formulas efficiently …

Here are highlights from article Jumpstart Your Formulas with AI – Salesforce Admins

1. Importance of context:
– Using specific terms like “Salesforce formulas” helps provide better results.
– Context is important for the AI to understand and remember the conversation.

2. Conversational editing:
– You can modify the output of the AI based on your conversation.
– You can ask the AI to rewrite or edit the formula without repeating the context.

3. Simplifying formulas:
– You can ask the AI to simplify a formula by changing its format.
– For example, changing a formula field to a checkbox.

4. Creating complicated formulas:
– AI can generate complex formulas based on specific business requirements.
– Users can provide the requirements and receive the corresponding formula.

5. Friendly context and assistance:
– AI models like ChatGPT and Bard offer friendly context in their responses.
– They can assist admins throughout the conversation and provide helpful suggestions.

You can read it here: https://sfdc.blog/qhJXj

Source from admin(dot)salesforce(dot)com

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