I’m published on Salesforce Ben! A New Approach to Predictive AI in Salesforce Using OpenAI Assistants and ML
This is a working prototype that brings live win/loss predictions into Salesforce without the cost or complexity of Einstein. It uses OpenAI Assistants, a trained ML model, and LWC
A lot of people assume you need Salesforce Einstein to get predictive AI into your CRM. But in this post I explore another option that doesn’t require extra licensing or a full-blown MLOps pipeline.
It started with a simple question: how can we help reps prioritize which opportunities to chase?
From there I built a working prototype that uses OpenAI Assistants, a custom machine learning model trained on Opportunity data, and a bit of Python to deliver live win/loss predictions fully embedded in Salesforce. And it actually worked.
This post walks through
• why Einstein wasn’t the right fit for this use case
• how I trained a Gradient Boosting model and plugged it into OpenAI’s Code Interpreter
• how the Assistant interprets predictions and delivers insights in real time
• what it took to surface those results back in Salesforce using LWC
If you’ve been curious about what’s possible with predictive AI in Salesforce without spending a fortune this might be a helpful read.