Salesforce + AI, Machine Learning & Agentic Automation FAQs

Frequently Asked Questions

1. How does AI enhance Salesforce?

AI in Salesforce - through tools like Salesforce AI (previously Einstein) - enables predictive insights, intelligent recommendations, and automated workflows. It helps sales, service, and marketing teams make data-driven decisions and improve customer engagement.

2. What role does Machine Learning play in Salesforce?

Machine Learning powers predictive lead scoring, sales forecasting, and customer segmentation within Salesforce. It continuously learns from CRM data to improve accuracy and personalise customer interactions.

3. What is Agentic Automation in the Salesforce context?

Agentic Automation introduces autonomous AI agents that can act on behalf of users within Salesforce. These agents can:

  • Update records dynamically
  • Trigger workflows based on real-time insights
  • Collaborate across multiple Salesforce clouds

4. How is Agentic Automation different from standard Salesforce automation?

Standard Salesforce automation uses predefined rules and flows. Agentic Automation adds adaptive intelligence, enabling agents to reason, learn, and make decisions—ideal for complex, variable processes like quote-to-cash or customer service escalation.

5. What business benefits can Salesforce + AI deliver?

  • Smarter lead prioritisation
  • Accurate sales forecasting
  • Personalised marketing campaigns
  • Automated case resolution

6. Do I need custom development to enable AI in Salesforce?

Not always. Salesforce offers native AI features like Einstein, but advanced use cases - such as Agentic Automation - may require custom integration or third-party AI services.

7. Is AI in Salesforce secure and compliant?

Yes. Salesforce AI adheres to strict data security, privacy, and ethical AI principles. Orchestrato ensures compliance with industry standards during implementation.

8. How quickly can I implement AI and automation in Salesforce?

Basic AI features can be activated in days. Advanced Agentic Automation and custom ML models may require phased deployment over weeks or months.

9. What skills or resources do I need?

You’ll need Salesforce admins, developers, and AI specialists. Orchestrato provides end-to-end Salesforce AI consulting, implementation, and managed services.

10. How do I measure ROI for Salesforce AI and automation?

Track metrics like:

  • Lead conversion rates
  • Sales cycle time reduction
  • Customer satisfaction scores
  • Operational cost savings