Getting Organizations Gen-AI Ready with Salesforce in 4 Steps
As organizations look to stay ahead in an increasingly AI-driven world, integrating Generative AI into their Salesforce ecosystems is no longer optional—it’s essential. However, many companies struggle to move beyond the buzzwords to take practical steps that ensure meaningful outcomes from Gen-AI.
This is where Mastek steps in. With its proven expertise as a Salesforce Summit Partner and extensive experience across industries like Healthcare, Higher Education, and Manufacturing, Mastek empowers organizations to harness the transformative potential of Gen-AI.
At Mastek, we guide organizations through a structured, four-step approach to make their Salesforce Org Gen-AI ready. After identifying high-impact use cases through AI Discovery Workshops, we focus on preparing clean, harmonized, and context-rich data, ensuring it’s actionable and seamlessly integrated using tools like MuleSoft. Next, we address risks such as data privacy, regulatory compliance, and AI biases through secure practices like encryption, data masking, and adherence to frameworks like GDPR and HIPAA. Finally, we embed AI into Salesforce workflows, map AI outputs to measurable business actions, and set up dashboards to track performance, ensuring real, scalable value while supporting teams with training and continuous optimization.
Mastek’s tailored approach ensures that your Salesforce Org not only adopts Gen-AI effectively but also maximizes its potential to drive innovation and operational excellence. Whether you’re just beginning your AI journey or looking to scale, Mastek is the partner you can trust to make it happen.
Step 1. Identify Your Use Cases
The first step is figuring out where generative AI can actually make a difference. AI is great at things like content creation, summarization, and translation, but it’s important to pinpoint the areas where it’ll have the biggest impact on your business.
How Mastek Can Help:
- 1. We’ll work with you in AI Use Case Discovery Workshops to uncover the best ways AI can solve problems or create value in your specific industry.
- 2. With experience in industries like Healthcare, Higher Education, Manufacturing, and more, we bring a deep understanding of what works (and what doesn’t) in your space.
- 3. We’ll also help you test and prototype ideas—experimenting with different prompts and AI models to see what delivers the best results for your needs.
Step 2. Get Your Data Ready for AI
AI is only as good as the data it uses. Clean, structured, and context-rich data is the secret sauce to getting high-quality results. But let’s face it—most organizations have messy, siloed data scattered across systems.
How Mastek Can Help:
- 1. We’ll help you connect and harmonize your data from all your systems—whether it’s your CRM, ERP, or legacy tools—so it’s ready to fuel AI.
- 2. If your data is inconsistent or incomplete, we’ll clean it up for you, ensuring you have a solid foundation for AI to work its magic.
- 3. Need to enrich your data with more context? We’ll show you how to build a 360-degree view of your customers (or other key data points) to create prompts that deliver meaningful results.
- 4. Using our MuleSoft expertise, we can seamlessly integrate all your data sources, ensuring everything flows smoothly and in real time.
Step 3. Navigate the Everchanging Landscape
AI is exciting, but it’s not without risks. Whether it’s data privacy concerns, regulatory compliance, or the chance of the AI making mistakes (like hallucinations or bias), it’s important to address these head-on.
How Mastek Can Help:
- 1. We’ll ensure your data is protected through data masking, encryption, and secure practices that meet regulations like GDPR and HIPAA.
- 2. We’ll evaluate their data security protocols to ensure they align with your company’s policies, including zero data retention agreements to protect your sensitive information.
- 3. We can also help build tools to monitor and flag potential risks like biased or toxic outputs. For added security, we’ll design workflows where humans validate AI outputs, so you’re always in control.
Step 4. Integrate and Refine the Result
AI is only useful if it fits into your day-to-day workflows and delivers real value. The key is to integrate it into your tools and processes, measure its impact, and continuously improve it over time.
How Mastek Can Help:
- 1. As a Salesforce Summit Partner, we’ll seamlessly integrate AI into your Salesforce ecosystem, whether you’re using Sales Cloud, Service Cloud, or Marketing Cloud.
- 2. We’ll map your prompts to real business actions—for example, turning an AI-generated email into a ready-to-send Salesforce email template.
- 3. To make sure you’re getting results, we’ll set up dashboards and metrics to track how AI is performing, from improving customer satisfaction to boosting sales conversions.
- 4. AI is a journey, not a one-time project. We’ll help you use feedback and analytics to finetune your AI systems, so they keep getting better over time.
- 5. Finally, we’ll train your teams so they’re comfortable with the technology and ready to make the most of it.
