Unlocking AI Success: The Ultimate 10-Step Checklist for Preparing Your Data for Salesforce Einstein AI 1
1. Data Audit
Instructions:
Step 1: Identify Data Sources
Start by identifying all the data sources that your organization uses. This could range from CRM systems, ERP solutions, databases, and even spreadsheets. Create an inventory of these sources along with the type of data they contain.
Step 2: Assess Data