July, 2023 - gettectonic.com
Contact Builder is responsible for aggregating customer data from multiple source into a single customer view, known as the contact model in marketing cloud. For more information refer to the official documentation. Audience Builder is a segmentation tool, that abstracts the traditional SQL process for building segments and allows marketers to build segments by dragging and dropping them. For more information, please refer to the the documentation. Contact Builder has been moved to the Audience Builder tab
31Jul

Audience Builder Contact Builder

Contact Builder, formerly known as Audience Builder, is a robust tool within Marketing Cloud designed to manage data associated with contacts, referred to as ‘people’ records. This platform provides access to both demographic and behavioral information, which is organized into ‘attribute groups’ (such as abandoned carts), ‘events,’ and ‘populations,’ allowing for efficient segmentation of data. The primary distinction between Audience Builder and Contact Builder lies in their functionalities within Marketing Cloud. While Audience Builder focuses on segmenting data, Contact Builder serves as the tool for defining the data model within the Marketing Cloud ecosystem. Contact Builder is integral to data management within Marketing Cloud and will continue to play a central role in the platform’s operations. Marketing Cloud Audience Builder has empowered marketers to create finely segmented audiences based on behavioral and demographic data. With its retirement, the question arises: “What comes next?” To address this, Marketing Cloud offers engagement marketing tools powered by AI, enabling marketers to activate their data and deliver personalized campaigns at scale to enhance customer lifetime value. These tools include: Email Marketing: Cross-Channel Analytics: “After adopting Salesforce Marketing Cloud and using it to hyper-target our audience, we are able to reduce the waste of our current marketing budget and become more efficient with spending on initiatives that deliver better results“ Kyall MaiSVP & Chief Innovation Officer, Esquire Contact Builder vs. Audience Builder Contact Builder serves as the central hub for managing attribute values associated with each contact within Marketing Cloud. It maintains a comprehensive database of contact information and facilitates the organization and linkage of data from various sources, including ERP systems, CRM systems, and POS systems. This tool offers a unified view of customer interactions with the brand, enabling personalized communication across channels such as email, SMS, and push notifications. Audience Builder, now known as Contact Builder, dynamically creates targeted audiences based on stored attribute and behavioral values of contacts. These audiences are generated according to specific rules and criteria defined by the user. Audience Builder helps marketers segment contacts effectively, allowing for precise targeting or exclusion from marketing activities within Marketing Cloud Engagement. Key Features and Functions: Contact Builder: Audience Builder: While both Contact Builder and Audience Builder are essential components of Marketing Cloud, Contact Builder takes precedence as the primary tool for managing contact data and enabling personalized customer interactions. Audience Builder, now integrated into Contact Builder, continues to play a vital role in audience segmentation and targeting within Marketing Cloud Engagement. Contact Builder is responsible for aggregating customer data from multiple source into a single customer view, known as the contact model in marketing cloud. For more information refer to the official documentation. Audience Builder is a segmentation tool, that abstracts the traditional SQL process for building segments and allows marketers to build segments by dragging and dropping them. For more information, please refer to the the documentation. Contact Builder has been moved to the Audience Builder tab. Like1 Related Posts Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more Overlooked Costs of a Salesforce Implementation Let’s look at some frequently overlooked Salesforce costs. The goal is to provide businesses and decision-makers with a comprehensive understanding Read more

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July 31, 2023in Salesforce Marketing Cloud
mopsey app
29Jul

Mopsy

Mopsy is an alternative to the default “Today’s Tasks” component found on the Salesforce Home page. Limitations of Today’s Tasks Component The default “Today’s Tasks” component often falls short in functionality. For instance, if a task is overdue, it may not be highlighted. In the example below, a task from yesterday isn’t shown in the list of overdue tasks: Today’s Tasks component showing no tasks due today. While the component does have a filter option to display overdue tasks, it fails to show tasks that are due today, as they are not yet overdue. How Mopsy Improves the Experience Mopsy addresses this issue effectively. It offers a “Today + Overdue” filter, which ensures that users can view both today’s tasks and those overdue from previous days: Mopsy component displaying tasks for Today + Overdue, including an overdue task from yesterday. Additionally, Mopsy includes a convenient button on the component for creating new tasks (the plus sign in the upper right corner). Administrators also have the option to configure the component to display some or all of the Comment field on tasks: Task showing the Subject and Comment fields. Considerations for Mopsy A notable drawback of Mopsy, similar to the “Today’s Tasks” component, is its user-selectable filter. This means that individual users may set different filters, potentially causing missed tasks. Unfortunately, administrators cannot set or lock the filter to “Today + Overdue” by default. Therefore, training for users to set and maintain this filter consistently is advisable. Final Thoughts If your organization actively uses tasks and needs a more functional task management tool, Mopsy is a worthwhile addition to the Home page. It helps users stay on top of their tasks and improve visibility into upcoming items. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 29, 2023in Salesforce
Salesforce BI
28Jul

Power BI and Salesforce

Does Salesforce work with Power BI? Connecting Power BI can be accomplished in several ways. The easiest way is through Power BI connectors. Depending on the data you want to connect, you can either use the Salesforce Objects or Salesforce Reports connector. Can Power BI extract data from Salesforce? Yes. Power BI is a popular business intelligence solution that is comprised of services, apps, and connectors that allow you to pull raw data from various sources and create meaningful reports. To connect Power BI to a data source such as Salesforce, you can use a corresponding ODBC driver. Is Power BI similar to the SFDC CRM? The choice between the two depends on the specific business use case. Power BI excels in tasks such as data analysis and creating visualizations. On the other hand, Salesforce is the preferred choice for gaining insights from customer relationships and setting up processes. Can Power BI be embedded in SFDC? Yes. You can embed Power BI report, dashboards and more in Salesforce for your organization or for your customers. By embedding Power BI, your users will have access to Power BI interactive data visualizations that can be connected to all the data sources that are supported by Power BI. To see your Power BI insights directly in SFDC, you need to have an Power BI account. The security is made by power BI so your reports stay safe even by other account of your salesforce instance. The app uses the Iframe provided by Power BI to give you access to your report in salesforce. This is the best way to give both security and facilitate displaying power BI directly in the CRM for all your presentations. This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality. Connect to Power BI for data-driven insights. Unleash the power of analytics with seamless integration. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 28, 2023in Salesforce
How Data Cloud Vector Databases Work
27Jul

How Data Cloud Vector Databases Work

How Data Cloud Vector Databases Work 1. Ingest Unstructured Data in Data Cloud With the help of a new, unstructured data pipeline, relevant unstructured data for case deflection, such as product manuals or upgrade eligibility knowledge articles, can be ingested in Data Cloud and stored as unstructured data model objects. 2. Chunk and Transform Data for Use in AI In Data Cloud, teams will then be able to select the data that they want to use in processes like search, chunking this data into small segments before converting it into embeddings – numeric representations of data optimized for use in AI algorithms.  This is done through the Einstein Trust Layer, which securely calls a special type of LLM called an “embedding model” to create the embeddings. It is then indexed for use in search across the Einstein 1 platform alongside structured data. How Data Cloud Vector Databases Work. 3. Store Embeddings in Data Cloud Vector Database In addition to supporting chunking and indexing of data, Data Cloud now natively supports storage of embeddings – a concept called “vector storage”. This frees up time for teams to innovate with AI instead of managing and securing an integration to an external vector database. 4. Analyze and Act on Unstructured Data Use familiar platform tools like Flow, Apex, and Tableau to use unstructured data, such as clustering customer feedback by semantic similarity and creating automations that alert teams when sentiment changes significantly. 5. Deploy AI Search in Einstein Copilot to Deflect Cases With relevant data, such as knowledge articles, securely embedded and stored in Data Cloud’s vector database, this data can also be activated for use in Einstein AI Search within Einstein Copilot. When a customer visits a self-service portal and asks for details on how to return a product, for example, the Einstein Copilot performs semantic search by converting the user query into an embedding, after which it compares that query to the embedded data in Data Cloud, retrieving the most semantically relevant information for use in its answer while citing the sources it pulled from. The end result is AI-powered search capable of understanding the intent behind a question and retrieving not just article links but exact passages that best answer the question, all of which are summarized through a customer’s preferred LLM into a concise, actionable answer – boosting customer satisfaction while deflecting cases. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 27, 2023in Einstein 1 Platform, Salesforce Data Cloud
Salesforce Commerce Cloud Ecommerce Implementation Tasks and Roles
26Jul

Ecommerce Implementation Tasks and Roles

Ecommerce Implementation Tasks and Roles By Tectonic Salesforce Marketing Consultant, Shannan Hearne To effectively establish, improve, or expand your ecommerce presence, it is crucial to conduct a thorough assessment of the tasks and teams involved in achieving your business objectives. Whether you are embarking on a direct-to-consumer journey or managing an established organization with plans for new initiatives, the fundamental roles and functions of ecommerce remain consistent. In some cases, putting the perfect ecommerce implementation team together requires including a Salesforce partner like Tectonic to fill all the roles. Omnichannel (a term used in ecommerce and retail to describe a strategy aimed at providing seamless shopping experiences across all channels) strategies continue to be among the most compelling for brands, yet turning them into a reality poses challenges. With an estimated 90% of all purchases projected to happen online by 2040, the readiness of your business becomes a crucial question. Tectonic, as your Salesforce implementation partner, can help ensure your ecommerce readiness. As customers increasingly utilize multiple channels for purchases, expecting seamless experiences regardless of engagement location, omnichannel commerce holds more promise than ever. If you hope to promote an online store, the key lies in how you implement your ecommerce platform from the outset. From design to architecture to deployment, each step involves critical decisions impacting long-term success. Tectonic has the ability to help you make those critical decisions as well as a powerful pre-implementation discovery process to keep your ecommerce project moving forward in the right direction. Whether launching a new ecommerce business or migrating to a new ecommerce platform, the actions you take now will shape your future success. This step in digital transformation, a journey where there is no single case study for success among the estimated 26 million ecommerce sites in the world, is critical. Your roadmap will determine your potential for success or failure. Failure often stems from poor upfront planning, lacking a full understanding of the market, customers, and your own organization. Thoughtfulness in ecommerce implementation sets the stage for success. I once worked for a boss who’s mantra was “prior planning prevents poor performance”. In e-commerce implementations this rings true. There is not a guaranteed cookie cutter recipe for success. However, planning and putting into place the proper team is key. Key players in a smooth ecommerce implementation include: Scaling an ecommerce store requires thorough preparation, execution, and optimization. Brands gearing up to boost omnichannel experiences and derive value should establish goals, create a comprehensive plan, and align technology, product initiatives, and marketing strategies. Development teams implement features outlined in the roadmap, while UX and design teams ensure a seamless buyer experience. Marketing and merchandising strategies attract customers and foster loyalty, while development operations optimize backend processes for efficiency. Ecommerce implementation tasks and roles need to be fully staffed for success. Ecommerce Implementation Tasks and Roles Understanding how your ecommerce roadmap influences key activities and roles is crucial to grasp its impact on your commerce operations. Identifying ecommerce features aligned with your business goals and prioritizing them for development is critical. At Tectonic we put a huge effort into identifying your goals and creating a road map for your success. Depending on your development team’s skills and capacity, you may choose a minimum viable product (MVP) approach or a more aggressive strategy that emphasizes innovation and working with a Salesforce partner. Building teams supporting ecommerce success involves essential roles such as marketers, merchandisers, and UX designers. Mapping out necessary tasks and responsibilities within your ecommerce operations helps identify gaps in your team structure. This analysis enables informed decisions on hiring, reskilling, or engaging external experts from Tectonic to fill these gaps effectively. A successful ecommerce strategy requires expertise in user interface design, web development, search engine optimization, marketing, and a modern design understanding. Tectonic can supply manpower and training to upskill your team and organization for success with your ecommerce implementation. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 26, 2023in Salesforce Commerce Cloud, Salesforce Implementation Services, Salesforce Managed Services
Marketing Cloud 360
25Jul

Marketing Cloud 360

Make every moment with prospects and customers count with Salesforce Marketing Cloud 360. In today’s competitive landscape, personalized experiences are essential for meeting customer expectations and fulfilling their unique needs. Understanding customer behavior and preferences is not just a bonus insight but a critical requirement for businesses looking to market products and services effectively. Salesforce Customer 360 plays a pivotal role in enabling seamless customer journeys for both B2B and B2C companies by optimizing internal and external channels. Customer 360 is a comprehensive Salesforce technology suite—a unified CRM platform that bridges the gap between customers and businesses. It provides a 360-degree view of customer data based on their past interactions. Salesforce Marketing Cloud is an essential component. Marketers face challenges in applying insights to marketing strategies, and the speed of gaining insights is crucial. A significant percentage of marketers monitor cross-channel performance monthly or less. They find it too time consuming. They don’t have dedicated resources or tools. In recent years, data privacy regulations have driven businesses towards a consumer-first, consent-based approach to data collection. Technology plays a crucial role in helping marketers adapt to these changing standards and expectations. Salesforce Customer 360 offers an integrated CRM platform that organizes user data and provides a consolidated view of customers’ perceptions of businesses. It allows you to better identify users and make data-driven decisions. Customer 360 enables businesses to establish strong connections with data sources and other applications. It’s a flexible platform designed to meet the essential needs of companies in understanding their customers. Organizations can access a centralized database of user information to develop targeted multi-touch campaigns, track campaign effectiveness, evaluate sales opportunities, and gain actionable insights. However, a significant percentage of marketers evaluate cross-channel marketing performance in silos, either at the channel or platform level, instead of using a centralized view. Data integration and management remain challenges in achieving a cohesive view of cross-channel performance. Marketers encounter obstacles in connecting data from different business units and preparing data across sources. Marketing Cloud 360 Salesforce Customer 360 offers key components that facilitate deeper customer connections: Salesforce Customer 360 empowers organizations to leverage customer data effectively, drive personalized experiences, and optimize marketing campaigns. Key features of Salesforce Customer 360 include: Salesforce Customer 360 integrates seamlessly with other systems through MuleSoft, facilitating data integration and enabling personalized customer experiences. By implementing Salesforce Customer 360 and Salesforce Marketing Cloud, businesses can unify customer data, drive more meaningful interactions, and gain a competitive advantage through superior customer experiences and data-driven decision-making. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 25, 2023in Mulesoft, Salesforce, Salesforce Marketing Cloud
phi vs ephi
24Jul

PHI vs ePHI

PHI vs. ePHI: Navigating Healthcare Data Security Established in 1996, HIPAA predates the era of high-speed internet access, cloud computing, and ubiquitous smartphones. During the 90s, healthcare providers relied on fax, paper forms, and traditional mail to transmit Protected Health Information (PHI). In today’s digital landscape, providers leverage electronic means to transmit a greater volume of patient data more efficiently. Gone are the days of sending a fax with a cover page asking whoever picks it up on the receiver end not to read it. PHI vs ePHI have changed the way healthcare data is handled forever. Electronic Protected Health Information (ePHI) refers to digitized PHI transmitted, received, or stored electronically. This encompasses data in online patient records, applications, PDFs, emails, medical devices, flash drives, and other electronic formats. Despite the transition to electronic storage and transmission, the standards for safeguarding PHI and ePHI remain the same, differing only in the medium used by providers. While digital tools enhance healthcare convenience, they present a new, dual challenge. The digital format and storage and sharing of ePHI on company networks and the internet make it susceptible to cyber theft. Unlike traditional PHI, which can be physically secured, protecting ePHI poses greater challenges, particularly for large hospitals and distributed healthcare organizations. Given the various ways ePHI can be accessed, modified, and stolen, HIPAA mandates robust cybersecurity measures to safeguard digital patient information. The Security Rule, an extension of HIPAA, stipulates physical, administrative, and technical safeguards specifically tailored for ePHI. In an era where cybercriminals can exploit vulnerabilities with a few keystrokes, coupled with the growing trend toward decentralized healthcare delivery and data-driven practices, healthcare organizations must develop a distinct strategy for ePHI protection in collaboration with their cybersecurity teams. As the digitization of patient care increases, securely sharing ePHI emerges as the next frontier in healthcare compliance. If you work with PHI or ePHI contact Tectonic for assistance in keeping your data secure and compliant. Like1 Related Posts Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more PII Explained Personal Identifiable Information (PII) is defined as: Any representation of information that permits the identity of an individual to whom Read more Case Study: Health Payer/Provider Onboarding/Network Growth After doing their initial Sales Cloud implementation and SAP integration over 12 years ago, this company was only leveraging Salesforce Read more

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July 24, 2023in Life Sciences Cloud, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud
Need for AI Workers Never So Great
22Jul

Need for AI Workers Never So Great

Salesforce’s UK & Ireland chief, Zahra Bahrololoumi, emphasized the urgent need for companies to train their staff on the effective and safe use of artificial intelligence tools, speaking to City A.M. The Need for AI Workers Never So Great. Bahrololoumi highlighted the increasing demand for “highly skilled people” capable of utilizing trustworthy data sources and protecting sensitive information, noting that this need has “never been more clear nor urgent.” Her comments coincide with the release of a Salesforce survey revealing that over 60 percent of individuals who use or plan to use generative AI at work feel they lack the skills to do so “accurately and safely.” Additionally, 70 percent of workers believe their employers are not fully leveraging generative AI’s potential, and more than half desire proper AI training. Salesforce, which also owns the business messaging platform Slack, has urged the government to enhance national access to digital skills training. The survey, conducted in collaboration with YouGov, included 1,384 full-time UK employees from various industries. Artificial intelligence (AI) is used in many aspects of life, including the workplace, retail, and healthcare. AI can help people understand how technology can improve their lives through products and services. AI skills can also set you apart at an interview. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 22, 2023in Generative AI, Salesforce, Salesforce Einstein
Slack and Salesforce
21Jul

Flow Core Actions for Slack: Send Slack Message

Effortlessly send messages to Slack channels, direct messages, or the Messages tab of a Slack app using the Send Slack Message Flow Core Action. Required Editions Prerequisite: Ensure Salesforce for Slack integrations are enabled before using this action. Steps to Send a Slack Message in Flow 1. Add an Action to the Flow Set Connection Values for Slack Input Parameter Description Slack App Required. Specify the Slack app to execute the action. Only Slack apps installed in your org are available. The input value corresponds to the Slack app ID. Slack Workspace Required. Identify the Slack workspace where the app is installed. You can select a value or resource. The input value corresponds to the Slack workspace ID. Execute Action As Specify the entity executing the action: Set Slack Message Details Input Parameter Description Slack Conversation ID Required. The ID of the Slack channel, direct message, or user to send the message. Store Output Values Output Parameter Description Slack Message Timestamp The timestamp of the sent message. Use this for starting threads or as a resource in subsequent actions. Usage Notes By configuring the Send Slack Message Flow Core Action, you can streamline communication workflows and enhance collaboration directly from Salesforce to Slack. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 21, 2023in Enterprise
ChatGPT Announces Custom Instructions
21Jul

ChatGPT Announces Custom Instructions

We’re rolling out custom instructions to empower you to tailor ChatGPT to better suit your needs. This feature will be accessible in beta starting today with the Plus plan, with availability expanding to all users over the next few weeks. Custom instructions enable you to incorporate preferences or requirements that you want ChatGPT to consider when generating responses. Based on feedback about the inconvenience of starting each ChatGPT conversation from scratch, we’ve engaged with users across 22 countries to grasp the crucial role of steerability in enabling our models to effectively adapt to diverse contexts and individual needs. Moving forward, ChatGPT will take your custom instructions into account in every conversation. The model will integrate these instructions into its responses, eliminating the need for you to repeat preferences or information in each interaction. For instance, a teacher designing a lesson plan no longer needs to reiterate that they’re teaching 3rd-grade science. Similarly, a developer preferring efficient code in a language other than Python can express it once, and ChatGPT will understand. Even tasks like grocery shopping for a large family become more seamless, with the model considering specifics like needing 6 servings in the grocery list. Plugins Incorporating instructions can also enhance your experience with plugins by providing relevant information to the plugins you utilize. For example, if you specify your city in your instructions and use a restaurant reservation plugin, ChatGPT might include your city when calling the plugin. Beta During the beta phase, ChatGPT may not always interpret custom instructions flawlessly—it might occasionally overlook instructions or apply them incorrectly. Safety We’ve adjusted our safety measures to accommodate the new ways users can instruct the model. For instance, our Moderation API is designed to prevent instructions from being saved if they violate our Usage Policies. Additionally, the model can decline or disregard instructions that lead to responses violating our policies. Privacy While we may leverage your custom instructions to enhance model performance, you can opt out of this via your data controls. Similar to ChatGPT conversations, we take steps to remove personal identifiers from custom instructions before using them to enhance model performance. Learn more about how we utilize conversations to improve model performance and your options in our Help Center. Like Related Posts Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Sales Cloud Einstein Forecasting Salesforce, the global leader in CRM, recently unveiled the next generation of Sales Cloud Einstein, Sales Cloud Einstein Forecasting, incorporating Read more

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July 21, 2023in Generative AI, Salesforce Einstein
The Evolution of Salesforce Data Cloud
21Jul

The Evolution of Salesforce Data Cloud

The Evolution of Salesforce Data Cloud Salesforce’s journey to Data Cloud started with its acquisition of Krux in 2016, which was later rebranded as Salesforce DMP. This transformation gained momentum in 2019 when Salesforce introduced its customer data platform (CDP), incorporating Salesforce DMP. Subsequent acquisitions of Datorama, MuleSoft, Tableau, and Evergage (now Interaction Studio) enriched Salesforce CDP’s functionality, creating today’s robust Data Cloud. Understanding Customer Data Platforms (CDPs) A customer data platform (CDP) aggregates customer data from multiple channels to create a unified customer profile, enabling deeper insights and real-time personalization. A CDP serves as a centralized customer data repository, merging isolated databases from marketing, service, and ecommerce to enable easy access to customer insights. Salesforce’s “State of Marketing” report highlights the impact of CDPs, noting that 78% of high-performing businesses use CDPs, compared to 58% of underperformers. This analysis explores the evolution of CDPs and their role in transforming customer relationship management (CRM) and the broader tech ecosystem, turning customer data into real-time interactions. Key Functions of a Customer Data Platform (CDP) CDPs perform four main functions: data collection, data harmonization, data activation, and data insights. Origins of Customer Data Platforms (CDPs) CDPs evolved as the latest advancement in customer data management, driven by the need for a unified marketing data repository. Unlike earlier tools that were often limited to specific channels, CDPs enable real-time data synchronization and cross-platform engagement. Advances in AI, automation, and machine learning have made this level of segmentation and personalization attainable. The Future of Customer Data Platforms (CDPs) The next generation of CDPs, like Salesforce’s Data Cloud, supports real-time engagement across all organizational functions—sales, service, marketing, and commerce. Data Cloud continuously harmonizes and updates customer data, integrating seamlessly with Salesforce products to process over 100 billion records daily. With Data Cloud, organizations gain: Benefits of a Customer Data Platform (CDP) CDPs provide comprehensive insights into customer interactions, supporting personalization and cross-selling. Beyond segmentation, they serve as user-friendly platforms for audience analysis and data segmentation, simplifying day-to-day data management. Data Cloud allows organizations to transform customer data into personalized, seamless experiences across every customer touchpoint. Leading brands like Ford and L’Oréal utilize Data Cloud to deliver connected, real-time interactions that enhance customer engagement. The Need for Customer Data Platforms (CDPs) CDPs address critical data management challenges by unifying disjointed data sources, resolving customer identities, and enabling seamless segmentation. These capabilities empower companies to maximize the potential of their customer data. CDP vs. CRM CDPs are an evolution of traditional CRM, focusing on real-time, highly personalized interactions. While CRMs store known customer data, CDPs like Data Cloud enable real-time engagement, making it the world’s first real-time CRM by powering Salesforce’s Customer 360. Selecting the Right CDP When choosing a CDP, the focus often falls into two areas: insights and engagement. An insights-oriented CDP prioritizes data integration and management, while an engagement-focused CDP leverages data for real-time personalization. Data Cloud combines both, integrating real-time CDP capabilities to deliver unmatched insights and engagement across digital platforms. Content updated October 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 21, 2023in Data, Mulesoft, Salesforce, Salesforce Data Cloud
Data Management for AI
20Jul

Who Are the AI Evangelists?

Who Are the AI Evangelists? What are the responsibilities of an AI evangelist? As a Technology Evangelist, your role entails guiding third-party developers in adopting the most effective strategies for creating innovative AI/ML-driven applications on platforms. You’ll facilitate the adoption of essential tools and frameworks like Core ML, Create ML, Vision, VisionKit, Speech, Natural Language, and others. How do you transition into an AI evangelist? Becoming an internal AI evangelist involves several steps. Firstly, you need to express your interest in AI to your immediate supervisor, emphasizing its significance for the organization. Clearly outline the advantages of AI, such as increased efficiency, data-driven insights, and competitive edge. Through educational efforts and outreach, you’ll encounter employees passionate about ensuring responsible AI creation and usage. With additional training, these individuals can serve as valuable resources, providing guidance in day-to-day discussions or design decisions across the company. Another approach involves integrating ethics reviews into existing AI product evaluations. Conducting these reviews earlier in the development process helps address potential issues proactively, rather than as a last-minute endeavor before launch. This proactive approach minimizes the accumulation of “ethical debt,” which arises when features violate ethical AI principles and require costly adjustments post-release. Implementing formal processes such as consequence scanning workshops, ethics canvases, harms modeling, and community juries, as well as creating documentation like model cards and FactSheets, further enhances ethical considerations throughout the product lifecycle. Who are the pioneers in the AI field? The field of AI owes its development to numerous pioneers whose contributions have been invaluable. Notable figures include Marvin Minsky, John McCarthy, and Alan Turing, whose ideas laid the foundation for today’s AI technologies. Understanding the Voices of AI The emergence of AI has sparked various viewpoints, represented by three distinct camps: evangelists, pessimists, and realists. Evangelists champion AI as a solution to global challenges, while pessimists highlight potential risks and advocate for immediate regulation. Realists acknowledge both the benefits and risks of AI, viewing it as a necessary tool for the future. Navigating the Risks of AI While AI offers significant productivity gains, it also introduces new security risks. For instance, AI-based services may require sharing sensitive data, potentially compromising privacy and intellectual property rights. Additionally, AI-generated code must undergo thorough testing to ensure it is free from malware or unauthorized elements. The surge in AI-driven IoT and generative AI applications further expands the attack surface, necessitating enhanced network security measures. As organizations embrace AI, it’s essential to weigh both its positive and negative impacts. Conducting a comprehensive risk and benefit analysis and establishing clear usage policies are critical steps in leveraging AI effectively. The rise of AI is not merely hype; it represents a transformative force that requires careful consideration to thrive in the modern security landscape. Like2 Related Posts Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more

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July 20, 2023in Einstein 1 Platform, Salesforce Einstein
Salesforce Success Story
20Jul

Case Study: Service Cloud Experience Cloud Federal Nonprofit Talent Acquisition

Military congressionally chartered, federally supported non-profit corporation that sustains and equips the armed forces. Client employs nearly 170,000 professionals to support and sustain the global mission of the armed forces. Service Cloud Experience Cloud Federal Nonprofit Talent Acquisition. Industry: Federal – Military Process Gaps: Client’s lack of a digital processes for talent acquisition hindered their ability to find and develop top-tier employees. The repository was incomplete, inaccurate, disconnected from other departments within the business ecosystem with no checks & balances in place – resulting into inefficient talent acquisition lifecycle that could not be tracked. Implemented : Technologies integrated : Our solution? Tectonic assisted with the successful implementation of Salesforce Sales Cloud, Experience Cloud, API Integrations and Advanced SF Security. Key activities included: Results: With Salesforce Public Sector Solutions, you can improve the provision of public services, expedite processes, and promote community trust and well-being. These solutions, which are specifically designed for government enterprises, use state-of-the-art technology to streamline workflows, guarantee compliance, and expedite operations. Discover the revolutionary potential of Salesforce in the areas of emergency program Salesforce offers digital transformation technology for government and public sector industries. If you are considering a Salesforce recruiting solution, contact Tectonic today. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 20, 2023in Public Sector Solutions, Salesforce, Salesforce Development Services, Salesforce Experience Cloud, Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Public Sector Solutions, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories
VOIP Salesforce Integration
19Jul

VOIP Salesforce Integration

Voice Technology and Customer Service: Revolutionizing Customer Experience with VoIP: VOIP Salesforce Integration In the world of customer service, leveraging voice technology is paramount, with VoIP (Voice over Internet Protocol) playing a central role. Voice technology has seamlessly woven into our daily routines, influencing tasks such as hands-free calls in transit, multitasking at home, and online inquiries. Yet, its significance transcends everyday life, impacting the landscape of customer service and transforming service team operations. Exceptional customer service departments embrace voice technology, utilizing VoIP to bolster training, streamline operations, enhance communication, and elevate overall customer engagement. By integrating VoIP with CRM systems and digital channels, agents are empowered to deliver unparalleled service experiences. VOIP Salesforce Integration Understanding VoIP: VoIP, or “voice over IP,” colloquially known as “cloud telephony,” enables businesses to conduct phone calls sans traditional landlines by converting analog audio signals into digital data transmitted over the internet. In essence, VoIP equips service teams connected to the web to seamlessly assist customers from any internet-enabled device. Key Benefits of VoIP for Customer Service: Cost Efficiency and Flexibility: VoIP eliminates the need for cumbersome desk phones, leading to cost savings. Additionally, there are no extra charges for long-distance calls. Its agility surpasses traditional phone systems, enabling any agent with internet access to utilize VoIP. This flexibility facilitates team scalability without requiring additional hardware. Integration with CRM for Enhanced Interactions: When integrated with CRM systems, VoIP revolutionizes how agents engage with customers over the phone, fostering personalized interactions and expediting resolution of complex issues. Global Connectivity for Remote Teams: With the rise of remote work, VoIP ensures connectivity for service professionals worldwide, catering to the growing preference for remote or hybrid work setups. Management Benefits and Quality Assurance: VoIP streamlines training processes, providing management with valuable data and insights to support agents in delivering exceptional service. Analytical insights, live call monitoring, and call recording bolster quality assurance efforts. Efficiency and Personalization: VoIP enhances team efficiency by automating routine tasks, minimizing errors, and optimizing internal workflows. Integrated with CRM, VoIP enables personalized interactions by furnishing agents with comprehensive customer profiles, fostering deeper understanding of customer needs. Improved Customer Satisfaction: Through features like automated call recording, transcription, and reduced wait times via automatic call forwarding, VoIP contributes to faster, more personalized service delivery, ultimately enhancing customer satisfaction scores. Integrating VoIP with CRM systems empowers customer service teams with enhanced capabilities, ensuring streamlined operations, personalized interactions, and heightened customer satisfaction. This voice technology modernizes traditional telephone communication to meet the evolving expectations of 21st-century customers. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 19, 2023in Salesforce, Salesforce Service Cloud

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