Process:

Documented processes provide a structured framework for understanding, analyzing and optimizing workflows, allowing AI to be applied effectively to improve efficiency and decision making

Q1: How well are your business processes documented?

We don't have them documentedKey processes are documentedEverything is fully documented

Q2: Do you have clearly defined AI use cases with documented process?

We are still exploring potential use casesWe have identified the use cases but still need to document processesWe have comprehensive, well-documented use cases

Q3: Have you identified the tasks that AI Agents will handle versus those that require human intervention?

We haven't considered this yet.We have some ideas.Yes, everything is clearly defined.

Q4: Please select the channels you'd like to use for Agentforce (Select all that apply):

ChatEmailVoice

Measurement / Success Criteria:

Establishing measurable success criteria can help quantify the outcomes of an AI initiative, secure business buy-in, and drive more focused and effective initiatives.

Q5: Have you defined key business objectives and measurable metrics to evaluate the success of your AI/Agentforce initiative?

Still exploring goals and metricsPartially defined goals and metricsClearly defined goals and metrics

Data Readiness:

An AI tool's effectiveness is determined by the quality of its underlying data. High-quality, standardized, and comprehensive data leads to more accurate predictions and interactions.

Q6: How would you rate the quality of your existing data in terms of completeness, standardization, and redundancy?

There is significant room for improvementKey data is cleansed and reliableWe have a rigorous processes in place to maintain data quality

Q7: Do you have the required data for your use cases available in Salesforce or APIs to retrieve data from external systems?

Data is not in Salesforce, and APIs are not in place.Some data is available in Salesforce, and APIs can retrieve the rest.All required data is available in Salesforce.

AI Maturity:

No engagement succeeds without a strong team at its core. Understanding AI concepts, familiarity with existing tools like Salesforce or others, and a willingness to embrace AI solutions are crucial factors in determining your success.

Q8: How familiar is your organization with AI Concepts?

Not at all / Only have a conceptual understanding.The team is trained in AI concepts.We are well-versed in AI concepts.

Q9: How much does your organization incorporate AI into everyday tasks?

Not at allSome individuals may use it at an individual levelWe integrate AI into our processes as much as possible.

Q10: Which Salesforce Einstein features are you currently using? (Select all that apply)

Next Best ActionEinstein AnalyticsRecommendations & Scoring