Best AI Tools for Productivity that You Should Use in Salesforce

Salesforce is a vast ecosystem where every profile has a long list of tasks on their to-do list. While these routine tasks are important, many of them could be hindering your productivity at your workplace. 

However, Salesforce also comes with ease in integrating some amazing AI tools for productivity that you can use to save time and be more efficient. While it has a suite of useful AI tools within the platform, external AI tools can also be used to automate processes and tasks.

In this blog, we will share a list of productivity AI tools for Salesforce admins, developers, business analysts, etc.

TL;DR

AI Tools for Salesforce Admin

Administration is the most foundational profile in Salesforce. As it includes managing and maintaining the platform, there are various responsibilities that Admins can delegate to AI. Here are some AI tools for Salesforce Admins that improve efficiency.

1. Salesforce Einstein

Salesforce Einstein or Einstein AI is a go-to AI tool for productivity when it comes to Salesforce Administration. It is built into the platform and can be integrated with all Salesforce products. Einstein AI can easily analyse CRM data, cleanse it for you and even deduplicate records within seconds. This saves a ton of manual effort and increases productivity. Einstein can also be used with Agentforce to build predictive models to predict next steps and suggest solutions to a user. 

2. ChatGPT

Among the top AI helpers for admins is ChatGPT with its extensive AI capabilities. Salesforce Admins can integrate ChatGPT in Slack as a chatbot and provide prompts to ask questions. GPT will give instant answers for any requirement, summarise documents, and assist in any admin task. This fills the gap of tedious writing work, solving the pain point of slow, manual research. Overall, while ChatGPT handles queries, it can save you hours each week and reduce the number of errors.

3. Agent For Setup

Agent for Setup is a built-in AI agent template within Agentforce that you can access to build a customized agent. This agent template is specifically designed to serve the needs of a Salesforce Admin. It has a help feature to answer common admin queries, as well as report types to create custom reports on your behalf.

AI Tools for Salesforce Developers

Developers in Salesforce have varied responsibilities, from coding for a new application to maintaining accuracy in existing systems. Many tools can help reduce the time they need to complete some of the repetitive tasks, such as code reviews. 

1. GitHub Copilot

GitHub Copilot is a standout AI tool for Salesforce Developers that instantly suggests code as you type. It is a “pair programmer” who understands both JavaScript and APEX to identify inefficient code patterns to suggest optimized versions in real time. This saves you a significant amount of time and eliminates context switching to enhance efficiency. You can think of it as your AI-powered assistant that analyzes code structure and proposes performance-enhanced alternatives. 

2. Agentforce for Developers (Extension)

The Agentforce for Developers extension is an AI-powered developer tool for productivity. It is available to install as an extension that you can use to generate code and get suggestions as you type. This Visual Studio Code extension is built using CodeGen and SFR Model to assist you throughout the Salesforce development process with expertise learned from anonymized code patterns.

3. SonarQube 

Beyond coding, developers also face slow manual code reviews and security checks. In this case, AI-powered scanners like SonarQube can help out with automated analysis to increase consistency. It goes through your codebase to find bugs, security vulnerabilities or inefficiencies that you as a human might miss. This AI review happens in seconds, unlike a lengthy peer review, so it frees developers to focus on building new features.

4. CodeMorph

Another useful AI tool for Salesforce developers is Codemorph, which is basically an AI assistant working in real-time alongside you. It actively rewrites the code or converts it into new frameworks for faster deployments. It also helps in updating legacy code to modern standards so that you do not have to invest time in this conversion task.

5. Apigee

If you are a developer who actively uses and builds API in Salesforce, then you must know about this AI tool. Apigee is an API management tool by Google that generates API specs and test flows in a blink. It also handles documentation, test cases, and hand-crafts API calls. Additionally, it suggests improvements in APIs for accuracy and efficiency.

6. HarnessAI

Lastly, we would recommend Harness AI for developers who work actively with CI/CD pipelines. This AI tool can be used to automate the building and deployment steps in continuous integration. These AI-powered pipelines are useful in triggering test suites instead of launching manual tests and waiting. It can also detect failed builds and suggest rollback plans accordingly to keep the deployment running automatically without any errors. 

AI Tools for Salesforce Business Analysts

If you are a Salesforce Business Analyst, then you would be familiar with a million smaller tasks that your profile carries. Meetings, coordination, and communication with stakeholders require you to be quick and smart. So, here are some AI tools for Business Analysts to help you pick up the pace:

1. Tableau AI

Tableau AI is a useful integral AI tool within the Salesforce ecosystem, which can make predictions of future trends, risks, and opportunities on your behalf. It uses your historical data stored in Salesforce to make these predictions. There is no need for you to create spreadsheets manually, as Tableau AI will do it simultaneously. You can simply input CRM metrics and go back to receive trends and risk factors without any guesswork from the tool. 

2. AI in Power BI

Power BI is another tool that most Salesforce Business Analysts use in their day-to-day tasks for data analysis and business intelligence. The new and evolved Power BI AI can now provide analytics reports and even automate the process for you. Everything is AI-driven, from dashboards to data categorisation, whether it is structured data or unstructured. It is worth adding to your AI tools list.

3. Otter.ai

If your day is full of client meetings and team sprints, then the Otter AI tool is a great option for you. It is a transcription and note-taking AI tool for Business Analysts that can transcribe audio live from Google Meet, Zoom, or any website. Otter is also useful in summarizing meetings or chats while highlighting key points for your MOM. 

4. MonkeyLearn

Like we mentioned before, communication is a major part of a BA’s job. Oftentimes, real intent is lost in corporate jargon, and it becomes difficult to understand the sentiments of customers.  AI tools like MonkeyLearn can help you in analyzing sentiment from reviews, surveys, support tickets, emails, etc. So, you do not need to read hundreds of comments and still get faster data insights. 

5. DataRobot

Designing and maintaining implementation strategies as per the needs of any business is a crucial part of a BA’s responsibilities. To make it easier for you to make business decisions backed by data, DataRobot can be a helpful hand. It provides you with recommendations of strategies, such as what changes you can make to your development or implementation to get maximum ROI. All of its insights are derived from the CRM data and use AI intelligence.

AI Tools for Quality Assurance Engineers

Moving on to the AI tools for Quality Assurance Engineers in Salesforce, it is important to mention that these AI tools will significantly reduce testing time. Even if you are not aware of automation testing quite yet, these tools will automate the process for you to achieve the best results. 

1. Testim

The main and most time-consuming job of a QA is, of course, to test software. For this, you need to generate test cases, and you can do this with the help of platforms like Testim. It automatically creates comprehensive test cases instead of you writing every test by hand. You just feed the requirements or user flows and get AI-generated tests covering edge cases.

2. Selenium AI

Selenium AI is a tool that executes your tests through AI-driven frameworks. It can run tests autonomously for you and even heal broken tests when the UI changes. It uses machine learning so that it can adapt tests on the go without any difficulty. It also helps in boosting reliability and lets you run thousands of tests with less supervision.

3. Applitools

Another AI tool for productivity in the Quality Assurance domain is Applitools, which compares your application’s UI screenshots across browsers. It flags any layout inconsistencies or styling glitches in UI elements automatically. You can run UI and Visual testing in Salesforce in minutes using Applitools. 

4. IBM Watson AIOps

If you want to predict failures before they happen, you can use IBM Watson AIOps. It can help you identify patterns that lead to defects before you execute the code. Besides predicting defects, it also does a root cause analysis and records faulty patterns to prevent any future failures.

5. Veracode AI

Security testing is a crucial part of Quality Assurance; hence, Veracode AI is a useful AI tool to speed up the process. It can easily identify vulnerabilities in applications before deployment and alert you. This intelligent AI tool also detects security gaps and simultaneously recommends fixes to improve your application or software.

Conclusion

So to sum up, every monotonous task that you have on your to-do list can be completed in seconds using AI tools for productivity. You just have to pick a suitable one from the above list and learn how to use these tools. The results that you get from these AI tools are faster with increased accuracy. 

And the most powerful among all is still Agentforce, which is integrated within the Salesforce platform. If you want to learn how you can utilize it for your routine tasks as well as advanced use cases, then you should dive into our Salesforce Agentforce Training. It contains all aspects of Salesforce AI agents and Einstein to help you master the artificial intelligence required in today’s job market.