Every new year, we reflect on the habits we want to develop to thrive—whether it’s hitting the gym, eating healthier, or simply drinking more water, but how often do we pause to evaluate the health and readiness of our technology to ensure it supports our ambitions as effectively as possible? For organizations using Salesforce, this means optimizing data, refining workflows, and adopting advanced tools like Artificial Intelligence (AI) to drive efficiency and impact. Just as a personal trainer helps fine-tune your fitness routine, Managed Services can guide your Salesforce environment to peak performance. We are two months into the new year, and leveraging AI to improve efficiency and drive results is increasingly a major talking point for organizations. If using AI in Salesforce to elevate your organization’s impact and workflows is a goal you want to accomplish in 2025, here are the key steps on how our Managed Services team can help you prepare your Salesforce enviroment for AI.
Why Use AI in Salesforce?
AI is a game-changer in today’s fast-paced world, offering predictive insights, automated workflows, and personalized engagement strategies. For nonprofits and educational institutions, this translates to deeper connections with donors, improved student success, and more informed decision-making. But to achieve and reap the benefits that AI technologies can provide, your Salesforce platform needs to be prepared to support and work alongside AI.
Here are key steps you can take to make your Salesforce platform ready:
Key Steps to Prepare Your Salesforce Environment for AI
1. Build a Strong Data Foundation
Much like maintaining a healthy diet, clean and structured data is essential for AI to function effectively because it ensures that AI algorithms have access to accurate, consistent, and relevant information. Properly cleaned data eliminates noise and inaccuracies, and structured data allows AI systems to identify patterns, draw insights, and make predictions with precision. A robust data foundation ensures that AI tools can deliver accurate and actionable insights. To get started building a strong data foundation, we suggest you:
- Clean Your Data: Eliminate duplicate data and outdated records
- Organize Data Fields: Structure your data and data fields for compatibility with AI tools
- Implement Data Governance: Establish policies for your Salesforce users and Salesforce Administrator for maintaining high data quality
2. Streamline Your Salesforce Environment
A well-optimized Salesforce environment is like a balanced workout routine—efficient, flexible, and aligned with your goals. Regular health checks can identify bottlenecks, such as outdated workflows, poorly configured integrations, or insufficient data storage capacity, and ensure compatibility with AI tools. Key actions to streamline your Salesforce platform include:
- Conducting regular system performance reviews
- Automating workflows to reduce manual efforts and free up time
- Integrating and updating new or existing third-party applications
3. Adopt AI-Ready Tools
Once your environment is in shape, it’s time to bring in the AI tools that will take your performance to the next level. Salesforce offers a suite of options, including Agentforce, Einstein Prediction Builder, and Einstein Bots, that can:
- Enhance constituent engagement
- Automate time-consuming tasks
- Provide predictive analytics to inform strategy
4. Foster a Culture of AI Literacy
Adopting AI, like starting a new exercise routine, requires commitment and the confidence to embrace new skills. Empower your team through:
- Tailored training sessions
- Ongoing support for troubleshooting and refinement
- Strategic advice for scaling AI initiatives across departments
The Benefits of Partnering with Managed Services for AI Readiness
Preparing for AI can feel overwhelming, but you don’t have to do it alone. Cloud for Good’s Managed Services team can provide a guiding hand to ensure your Salesforce environment is AI-ready. We also focus on optimizing your platform for long-term success, enabling sustained efficiency and growth. This includes:
- Proactive system monitoring and updates
- Scalable solutions that grow with your organization
- Expert advice tailored to your unique needs
Like any worthwhile New Year’s resolution, the journey to AI readiness requires focus, planning, and support. By investing in your Salesforce environment today, you position your organization for a future of greater impact and efficiency. Let’s make this the year your technology helps you achieve your boldest goals.
If you are ready to get started, contact us to learn more about how Cloud for Good Managed Services can help prepare your Salesforce environment for AI.
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