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Get Smart with Salesforce Einstein

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  1. Salesforce Einstein Basics

    Get Started with Einstein
  2. Get Started with Einstein
    7 Topics
  3. Learn About Einstein Out-Of-The-Box Applications
    7 Topics
  4. Responsible Creation of Artificial Intelligence
    Use the Einstein Platform
    9 Topics
  5. Understand the Ethical Use of Technology
    8 Topics
  6. Learn the Basics of Artificial Intelligence
    5 Topics
  7. Recognize Bias in Artificial Intelligence
    6 Topics
  8. Einstein Bots Basics
    Remove Bias from Your Data and Algorithms
    6 Topics
  9. Learn About Einstein Bots
    6 Topics
  10. Plan Your Bot Content
    4 Topics
  11. Einstein Next Best Action
    Learn the Prerequisites and Enable Einstein Bots
    3 Topics
  12. Get Started with Einstein Next Best Action
    9 Topics
  13. Sales Cloud Einstein
    Understand How Einstein Next Best Action Works
    7 Topics
  14. Increase Sales Productivity
    5 Topics
  15. Automate Sales Activities
    5 Topics
  16. Target the Best Leads
    3 Topics
  17. Close More Deals
    6 Topics
  18. Connect with Your Customers and Create New Business
    4 Topics
  19. Sales Cloud Einstein Rollout Strategies
    Improve Sales Predictions
    4 Topics
  20. Use AI to Improve Sales
  21. Start with a Plan
  22. Set Goals and Priorities
  23. Get Ready for Einstein
  24. Quick Start: Einstein Prediction Builder
    Start Using Sales Cloud Einstein
  25. Sign Up for an Einstein Prediction Builder Trailhead Playground
  26. Create a Formula Field to Predict
  27. Enrich Your Prediction
  28. Build a Prediction
  29. Quick Start: Einstein Image Classification
    Create a List View for Your Predictions
  30. Get an Einstein Platform Services Account
  31. Get the Code
  32. Create a Remote Site
  33. Create the Apex Classes
  34. Einstein Intent API Basics
    Create the Visualforce Page
  35. Get Started with Einstein Language
  36. Set Up Your Environment
  37. Create the Dataset
  38. Train the Dataset and Create a Model
  39. Put Predictions into Action with Next Best Action
    Use the Model to Make a Prediction
  40. Learn the Basics and Set Up a Custom Playground
  41. Define and Build a Prediction
  42. Customize Your Contact and List Displays
  43. Create Recommendations for Einstein Next Best Action
  44. Create a Next Best Action Strategy
  45. Add Next Best Action to Your Contacts
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Nearly every organization has a set of values designed to guide their employees’ decision making. There are three ways this can be put into practice.

  1. Incentive structures
  2. Resources
  3. Documentation and Communication

Incentive structures

Incentive structures reward individuals for specific behaviours or achieving specific goals. Incentive structures should be informed by organizational values. More often than not, employees are rewarded based on sales, customer acquisition, and user engagement. These metrics can sometimes run counter to ethical decision making.

If an organization wishes to reward behaviours in line with its values, possible incentive structures can include ethical bounties. Similar to bug bounties, ethical bounties reward employees when they identify decisions, processes, or features that are counter to the company’s values or cause harm to others or reward sales reps that share concerns about customer deals and avoid potential legal or public relations risk.

You may also include questions about ethical technology development in your hiring process. This sets the expectation for new employees that the ethical culture you’re building is important to the company and that ethical thinking and behaviour is rewarded.

Employee Support 

Responsible organizations provide resources to support employees and empower them to make decisions in line with the company’s values. This can include employee education (Trailhead is a great resource for this) and review boards to resolve difficult issues and ensure employees are following guidelines.

At Salesforce, we have a data science review board, which provides feedback on the quality and ethical considerations of our AI models, training data, and the applications that use them.

While building an ethical culture empowers employees to speak up when they have ethical concerns, you may want to also consider creating a clear, anonymous process for employees to submit concerns. Finally, checklists are great resources to provoke discussion and ensure that you don't overlook important concerns. Checklists, although consistent and easy to implement, are rarely exhaustive and must be clear and actionable to be useful. Because they enable employees to have difficult conversations, checklists help your company build an ethical culture from the ground up.

Employee Support

Documentation and Communication

Document decision making for transparency and consistency. If a team is at an ethical crossroads, documenting what is decided and why enables future teams to learn from that experience and act consistently rather than arbitrarily. Documentation and communication also give your employees and stakeholders confidence in your process and the resulting decisions.