July, 2024 - gettectonic.com - Page 6
Generative AI for Tableau
11Jul

Generative AI for Tableau

Tableau’s first generative AI assistant is now generally available. Generative AI for Tableau brings data prep to the masses. Earlier this month, Tableau launched its second platform update of 2024, announcing that its first two GenAI assistants would be available by the end of July, with a third set for release in August. The first of these, Einstein Copilot for Tableau Prep, became generally available on July 10. Tableau initially unveiled its plans to develop generative AI capabilities in May 2023 with the introduction of Tableau Pulse and Tableau GPT. Pulse, an insight generator that monitors data for metric changes and uses natural language to alert users, became generally available in February. Tableau GPT, now renamed Einstein Copilot for Tableau, moved into beta testing in April. Following Einstein Copilot for Tableau Prep, Einstein Copilot for Tableau Catalog is expected to be generally available before the end of July. Einstein Copilot for Tableau Web Authoring is set to follow by the end of August. With these launches, Tableau joins other data management and analytics vendors like AWS, Domo, Microsoft, and MicroStrategy, which have already made generative AI assistants generally available. Other companies, such as Qlik, DBT Labs, and Alteryx, have announced similar plans but have not yet moved their products out of preview. Tableau’s generative AI capabilities are comparable to those of its competitors, according to Doug Henschen, an analyst at Constellation Research. In some areas, such as data cataloging, Tableau’s offerings are even more advanced. “Tableau is going GA later than some of its competitors. But capabilities are pretty much in line with or more extensive than what you’re seeing from others,” Henschen said. In addition to the generative AI assistants, Tableau 2024.2 includes features such as embedding Pulse in applications. Based in Seattle and a subsidiary of Salesforce, Tableau has long been a prominent analytics vendor. Its first 2024 platform update highlighted the launch of Pulse, while the final 2023 update introduced new embedded analytics capabilities. Generative AI assistants are proliferating due to their potential to enable non-technical workers to work with data and increase efficiency for data experts. Historically, the complexity of analytics platforms, requiring coding and data literacy, has limited their widespread adoption. Studies indicate that only about one-quarter of employees regularly work with data. Vendors have attempted to overcome this barrier by introducing natural language processing (NLP) and low-code/no-code features. However, NLP features have been limited by small vocabularies requiring specific business phrasing, while low-code/no-code features only support basic tasks. Generative AI has the potential to change this dynamic. Large language models like ChatGPT and Google Gemini offer extensive vocabularies and can interpret user intent, enabling true natural language interactions. This makes data exploration and analysis accessible to non-technical users and reduces coding requirements for data experts. In response to advancements in generative AI, many data management and analytics vendors, including Tableau, have made it a focal point of their product development. Tech giants like AWS, Google, and Microsoft, as well as specialized vendors, have heavily invested in generative AI. Einstein Copilot for Tableau Prep, now generally available, allows users to describe calculations in natural language, which the tool interprets to create formulas for calculated fields in Tableau Prep. Previously, this required expertise in objects, fields, functions, and limitations. Einstein Copilot for Tableau Catalog, set for release later this month, will enable users to add descriptions for data sources, workbooks, and tables with one click. In August, Einstein Copilot for Tableau Web Authoring will allow users to explore data in natural language directly from Tableau Cloud Web Authoring, producing visualizations, formulating calculations, and suggesting follow-up questions. Tableau’s generative AI assistants are designed to enhance efficiency and productivity for both experts and generalists. The assistants streamline complex data modeling and predictive analysis, automate routine data prep tasks, and provide user-friendly interfaces for data visualization and analysis. “Whether for an expert or someone just getting started, the goal of Einstein Copilot is to boost efficiency and productivity,” said Mike Leone, an analyst at TechTarget’s Enterprise Strategy Group. The planned generative AI assistants for different parts of Tableau’s platform offer unique value in various stages of the data and AI lifecycle, according to Leone. Doug Henschen noted that the generative AI assistants for Tableau Web Authoring and Tableau Prep are similar to those being introduced by other vendors. However, the addition of a generative AI assistant for data cataloging represents a unique differentiation for Tableau. “Einstein Copilot for Tableau Catalog is unique to Tableau among analytics and BI vendors,” Henschen said. “But it’s similar to GenAI implementations being done by a few data catalog vendors.” Beyond the generative AI assistants, Tableau’s latest update includes: Among these non-Copilot capabilities, making Pulse embeddable is particularly significant. Extending generative AI capabilities to work applications will make them more effective. “Embedding Pulse insights within day-to-day applications promises to open up new possibilities for making insights actionable for business users,” Henschen said. Multi-fact relationships are also noteworthy, enabling users to relate datasets with shared dimensions and informing applications that require large amounts of high-quality data. “Multi-fact relationships are a fascinating area where Tableau is really just getting started,” Leone said. “Providing ways to improve accuracy, insights, and context goes a long way in building trust in GenAI and reducing hallucinations.” While Tableau has launched its first generative AI assistant and will soon release more, the vendor has not yet disclosed pricing for the Copilots and related features. The generative AI assistants are available through a bundle named Tableau+, a premium Tableau Cloud offering introduced in June. Beyond the generative AI assistants, Tableau+ includes advanced management capabilities, simplified data governance, data discovery features, and integration with Salesforce Data Cloud. Generative AI is compute-intensive and costly, so it’s not surprising that Tableau customers will have to pay extra for these capabilities. Some vendors are offering generative AI capabilities for free to attract new users, but Henschen believes costs will eventually be incurred. “Customers will want to understand the cost implications of adding these new capabilities,”

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July 11, 2024in Generative AI, Salesforce Data Cloud
Content Marketing Lessons
11Jul

Content Marketing Lessons

Content Marketing Lessons: Beyond Creativity Content marketing requires more than just creativity; it demands a strategic approach rooted in collaboration, consistency, and data-driven insights. Salesforce, a leader in customer relationship management, exemplifies how to revolutionize content marketing to achieve meaningful business outcomes. Centralize Content Strategy for Consistency One of the key takeaways from Salesforce’s content marketing evolution is the power of centralization. Jessica Bergmann, Vice President of Content and Customer Marketing at Salesforce, led a shift that elevated content marketing to a strategic function within the company. By centralizing content operations, Salesforce ensured consistency in voice, tone, and messaging across all channels. This centralization wasn’t about controlling content but about creating a unified narrative that resonates with customers at every touchpoint. Empower Teams with Strategic Roles To bridge the gap between audience needs and Salesforce’s business objectives, Jessica introduced two pivotal roles: content strategists and editorial leads. These roles are embedded within brand, persona, and industry teams, ensuring content aligns with business goals and is tailored to the specific needs of different customer segments. This approach underscores the importance of empowering teams with the right expertise and tools to deliver impactful content. Leverage Technology for Seamless Operations Salesforce’s centralized content operations team plays a crucial role in managing the company’s content ecosystem. By utilizing a central content operations tool, the team oversees real-time editorial calendars, workflows, and a global measurement dashboard. This technological foundation allows Salesforce to streamline content production and maintain a cohesive strategy across its global teams. For any organization aiming to scale content marketing efforts, investing in the right technology is essential. Integrate Cross-Functional Collaboration A key to Salesforce’s success is its emphasis on cross-functional collaboration. By working closely with product marketing, creative, and campaigns teams, the content marketing function at Salesforce is integral to the broader marketing strategy. This integrated approach ensures content is not created in isolation but as part of a larger, cohesive effort to educate customers and drive business growth. Measure What Matters In content marketing, measurement is everything. Salesforce’s content performance dashboard provides visibility into how content is performing across the organization. By tracking metrics like traffic, engagement, and progression, Salesforce ensures its content efforts align with business objectives. This focus on actionable metrics helps teams make informed decisions about optimizing, promoting, or cutting content. Prioritize Strategic Initiatives Salesforce’s ability to manage multiple high-impact projects, such as Dreamforce, Salesforce+, and the #TeamEarth campaign, demonstrates its strategic prioritization process. Using the V2MOM framework (vision, values, methods, obstacles, and measures), Salesforce aligns its content marketing efforts with the company’s broader goals. This structured approach allows Salesforce to allocate resources effectively and ensure content initiatives deliver maximum impact. Focus on Audience-First Content At the heart of Salesforce’s content marketing strategy is an unwavering focus on the audience. By adopting an “audience-first” mindset, Salesforce’s content teams strive to create content that addresses customer needs while earning the right to market to them. This approach is crucial in today’s content-saturated environment, where businesses must offer genuine value to stand out. Develop Long-Range Content Plans Content marketing isn’t just about quick wins; it’s about building long-term relationships with your audience. Salesforce’s commitment to long-range content planning, integrating thought leadership, search, and editorial efforts, ensures the company remains top-of-mind for customers throughout their buying journey. This long-term focus is key to nurturing leads and converting them into loyal customers. Invest in Content Marketing Talent Hiring the right talent is vital for a successful content marketing strategy. Salesforce’s experience highlights the importance of bringing in content marketing experts who can execute the strategy effectively. These experts bring fresh ideas and ensure the content marketing function is respected and prioritized within the organization. Show Early Wins to Build Momentum Finally, one of the most important lessons from Salesforce’s content marketing journey is the value of showcasing early wins. By focusing on quick victories that demonstrate the impact of content marketing, Jessica and her team built momentum and secured buy-in from senior leadership. This approach is essential for any content marketing team seeking to establish itself as a strategic function within the organization. Conclusion Salesforce’s content marketing transformation offers valuable insights for businesses at any stage of their content marketing journey. By centralizing content strategy, empowering teams with strategic roles, leveraging technology, and focusing on audience-first content, Salesforce has created a content marketing engine that drives real business results. For organizations looking to elevate their content marketing efforts, these lessons provide a clear roadmap to success. 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 11, 2024in Salesforce
Data Protection Improvements from Next DLP
11Jul

Data Protection Improvements from Next DLP

Insider risk and data protection company Next DLP has unveiled its new Secure Data Flow technology, designed to enhance data protection for customers. Integrated into the company’s Reveal Platform, Secure Data Flow monitors the origin, movement, and modification of data to provide comprehensive protection. Data Protection Improvements from Next DLP. This technology can secure critical business data flow from any SaaS application, including Salesforce, Workday, SAP, and GitHub, to prevent accidental data loss and malicious theft. “In modern IT environments, intellectual property often resides in SaaS applications and cloud data stores,” said John Stringer, head of product at Next DLP. “The challenge is that identifying high-impact data in these locations based on its content is difficult. Secure Data Flow, through Reveal, ensures that firms can confidently protect their most critical data assets, regardless of their location or application.” Next DLP argues that legacy data protection technologies are inadequate, relying on pattern matching, regular expressions, keywords, user-applied tags, and fingerprinting, which only cover a limited range of text-based data types. The company highlights that recent studies indicate employees download an average of 30 GB of data each month from SaaS applications to their endpoints, such as mobile phones, laptops, and desktops, emphasizing the need for advanced data protection measures. Secure Data Flow tracks data as it moves through both sanctioned and unsanctioned channels within an organization. By complementing traditional content and sensitivity classification-based approaches with origin-based data identification, manipulation detection, and data egress controls, it effectively prevents data theft and misuse. This approach results in an “all-encompassing, 100 percent effective, false-positive-free solution that simplifies the lives of security analysts,” claims Next DLP. “Secure Data Flow represents a novel approach to data protection and insider risk management,” said Ken Buckler, research director at Enterprise Management Associates. “It not only enhances detection and protection capabilities but also streamlines data management processes. This improves the accuracy of data sensitivity recognition and reduces endpoint content inspection costs in today’s diverse technological environments.” 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 11, 2024in Generative AI, Salesforce Data Cloud, Salesforce Optimization
Proper Programmers Desk
10Jul

Proper Programmers Desk

You’ve probably come across those generic “Proper Programmers Desk Items Under $100” lists. For some reason, there’s always that pointless monitor light and back support included. Let me be the first to call you out: if you need a monitor light to type, you’re not really a programmer. And if you spend money on back support but don’t use a random box to store your adapters and cables, you’re probably a poser. Now that we’ve got that out of the way, let’s look into some genuinely indispensable gadgets that every developer should consider. Simple Silicone USB-C 120W CableEven Apple, nudged by EU regulations, has transitioned to USB-C. Owning a robust, full-pin cable that ensures speedy connections between your devices is crucial. Ideal for app developers and tinkering enthusiasts alike, this cable is a steal for its price and versatility. Price: $2.68Where: Aliexpress Baseus 65W GaN ChargerSince everything is wireless and needs charging, a good charger is essential. The Baseus 65W GaN Charger is the best one we’ve come across. No more fumbling under the table for your USB or dealing with dead batteries. Just plug the cable in, and you’re good to go. Price: $26.04Where: Aliexpress External Power ButtonGot your setup under the desk or obscured by monitors? An external power button is your new best friend. Just watch out for curious cats! And touch-driven toddlers! Price: $3.09Where: Aliexpress USB 3.2 HubThe era when USB connectors were used for more than just charging might be fading, but for now, we still need to set up USB drives, keep a mouse receiver nearby, and connect various other USB devices. This hub is the fastest and most affordable option available from a reputable company. Think you are the exception to the rule? Don’t forget headsets, grab-and-go charging blocks, your Vape, the monitor light referenced above. Price: $24.90Where: Aliexpress HydrationWhether you’re into plain water or cutting-edge nootropics, staying hydrated is key. Snowmonkey flasks are my go-to: durable, excellent at maintaining temperature, and backed by fantastic customer service. They even offered a discount code just for you after hearing about this article! Promo Code: SuperShort15Where: Snowmonkey EarplugsWhile noise-canceling headphones are a game-changer, on a budget, simple earplugs are a miracle of their own. Whether foam that expands to fit, kneadable silicone, or rigid types, they’re affordable enough to try them all and find your perfect fit. Price: $1Where: Aliexpress Software EssentialsAs developers, our toolkit is incomplete without some top-notch software. While JetBrains or VIM might top your list for IDEs, let’s not spark a war over it. Here are a few essentials: Flow LauncherFlow is the ultimate Spotlight open-source alternative for Windows, surpassing everything I’ve used before. Need a fast, on-the-go translation? No problem—just choose a plugin from your settings, and you’re all set. It truly is magical. Where: Flow Launcher TickTickManaging your time becomes essential eventually. TickTick’s straightforward interface lets you jot tasks down and tick them off without fuss. Where: TickTick ObsidianA second brain for storing everything from code snippets to comprehensive project notes. Dive into tutorials on YouTube and explore its vast capabilities. Where: Obsidian CamoDitch the subpar sub-$100 webcams and use your smartphone instead. Crisp, clear, and cost-effective. Where: Camo Consider These Upgrades for the Proper Programmers Desk Good Mechanical KeyboardWe are living in a golden era for mechanical keyboard enthusiasts! You could spend years on YouTube exploring the countless options. Choose your favorite wisely. We’ve opted for the SteelSeries Apex Pro because its keys are analog, allowing you to adjust the sensitivity, making it a dream to type on. Of course, there are other viable options at this price point. Light MouseAfter extended use, you might start to feel pain and a sense of fullness in your wrists, eventually leading to sharp pain. But don’t worry. Choosing a mouse under 70 grams, like the Logitech SUPERLIGHT 2, can alleviate these issues. You could opt for the first edition, which is cheaper, but it uses a micro USB, and that’s a dealbreaker for some. Noise-Canceling HeadphonesIf you enjoy a bit of music or podcasts while programming (though they’re not the best for concentration), you might want to consider noise-canceling headphones. The best we’ve encountered are the Sony WH-1000XM4. We would suggest the newer version, but some tests indicate the previous model performs better and is more affordable. Good OLED TVWith TVs now boasting 120Hz refresh rates and various gaming modes, there’s no reason not to own a 55″+ monitor. Believe us, an OLED from LG makes all the difference. Android PhoneFinally, consider this scenario: You’re outdoors without your laptop, and suddenly, your customer’s service goes down. If you were prepared, you’d simply launch a Linux instance on your phone, open your IDE, and start coding a patch. Of course, you could also rush home, risk using a random computer, or just panic. And if money really is no object, add a Universal Robots UR20 Collaborative Arm to your desk for just south of $60,000. While marketed for moving pallets, handling packaging, and the like, we think it would be pretty cool running back and forth from the Keurig to your desk with steaming hot coffee. 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 10, 2024in Salesforce
Alphabet Abandons Acquisition for HubSpot
10Jul

Alphabet Abandons Acquisition for HubSpot

Alphabet Abandons Acquisition Plans for HubSpot The integration between Salesforce and Hubspot could have changed drastically. The HubSpot-Salesforce integration allows you to pass data between HubSpot and Salesforce seamlessly, and maintain consistency between your marketing and sales teams. Current HubSpot Google integration includes: ability to log emails sent from Gmail into HubSpot CRM with one click, so your team spends less time on busy work and more time doing what they do best. HubSpot integrates with your Google Calendar to help you book more meetings in less time. Google parent Alphabet has abandoned its plans to acquire HubSpot, according to sources familiar with the matter. This decision puts to rest what would have been one of the year’s largest takeovers. HubSpot, Inc. is an American developer and marketer of software products for inbound marketing, sales, and customer service. HubSpot was founded by Brian Halligan and Dharmesh Shah in 2006. The talks between Alphabet and HubSpot never progressed to due diligence and fell apart shortly after the companies held initial discussions on a potential deal, the source said, on condition of anonymity to discuss confidential matters. HubSpot’s shares, a customer relationship management company, plummeted by as much as 19 percent on Wednesday (Jul 10) in New York trading, marking the most significant drop since 2020. The shares closed down 12 percent at $492.31, giving the company a market value of approximately $25 billion. Earlier this year, Alphabet had expressed interest in a potential deal with HubSpot. However, the two sides never progressed to detailed discussions or due diligence, said the sources, who requested anonymity due to the confidentiality of the matter. Representatives for Alphabet did not immediately comment. A HubSpot spokesperson also declined to comment. Any acquisition of HubSpot would have been among the largest tech deals of the year, comparable to Synopsys’s pending $34 billion acquisition of Ansys, according to data compiled by Bloomberg. HubSpot recently suffered a hack attack. HubSpot, which builds marketing software for small and medium-sized businesses, has specialized in so-called inbound marketing, where consumers start engagement with a brand. HubSpot customers apply its software to make advertising content that consumers can click on. CEO Yamini Rangan said in May on HubSpot’s financial results call that customer demand had weakened, as small businesses worried about the economic impact of high interest rates. Acquiring Cambridge, Massachusetts-based HubSpot, which caters to small and midsize enterprises, would have bolstered Alphabet’s competitiveness against rivals like Microsoft, Oracle, and Salesforce. 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 10, 2024in Salesforce
New Approaches to UI UX
10Jul

New Approaches to UI UX

Ever-Updating Collection of New Approaches to UI/UX in the AI Era Dials, Knobs, and Sliders Physical knobs, digital sliders, and quadrant “dials” are being used to fine-tune AI responses and inputs. For example, Figma’s new Figma Slides features a novel UX where you can adjust the tone of generated text with a slider. Moving the orange indicator lets you blend between casual and professional tones, or concise and expanded content. This idea was spotted in a demo shared by Twitter user Johannes Stelzer. While I don’t have all the details, the concept is fantastic. For a personal example, I built a Chrome extension that summarizes any webpage. You can adjust the length of the output using sliders. Want a four-word summary? Slide it down. Prefer a detailed essay? Slide it up. Node-and-Edge Graph LangGraph Studio uses a node-and-edge system to visualize logic flows in LangChain Agents. Each node represents a “micro-agent” completing a specific task, and the edges show the connections between them. This modular approach allows users to build complex agents from simple, connected building blocks. The Infinite Canvas An infinite canvas provides an open, continuous workspace for limitless creativity. Examples include Figma, FigJam, TLDraw, and Visual Electric. Here’s a peek at Visual Electric’s canvas in action. Figma and FigJam also use this concept to inspire creativity. In one example, Julie W. Design is brainstorming with FigJam AI on an infinite canvas. Another example combines Claude’s Artifacts and TLDraw’s infinite canvas for nearly instant site-building capabilities. Voice Input While voice input isn’t new, it feels more natural within AI chat interfaces, popularized by OpenAI’s ChatGPT. David Lam points out that voice input works seamlessly with this mental model of a chat interface. Dot by New.Computer integrates voice input elegantly, alongside its text-based interactions. Notably, the interface includes a “pinch-out” gesture to access a hidden card view, showcasing Jason Yuan’s mastery of fluid, innovative UI design. Visual Interface AI tools are also embracing visual input. For example, OpenInterpreter uses a webcam to “read” a sticky note held up by Killian, then connects to Wi-Fi based on the written info. Side-by-Side Layout In this UI approach, a chat window appears on the left while results or outputs are shown on the right. This layout works well on desktop but requires swipes or tabs for mobile. Here are a few examples: Whole-Body Interface This example demonstrates how MediaPipe tracks body gestures to produce results. While it may rely on machine learning more than traditional AI, the outcome is undeniably cool! 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 10, 2024in Salesforce
Autodesk Enhancements with Einstein 1
09Jul

Autodesk Enhancements with Einstein 1

Autodesk Enhances Customer Service and Agent Productivity with Salesforce AI Integration Autodesk, a leader in 3D design, engineering, and entertainment software, has strengthened its partnership with Salesforce by incorporating Salesforce AI technology into its service agent workflow. This integration aims to boost agent productivity and enhance customer satisfaction. Autodesk Enhancements with Einstein 1. Impact of Salesforce Integration By leveraging Salesforce’s CRM, trusted AI, and data solutions, Autodesk has unified data access and developed an AI-powered self-service application. This initiative aims to foster deeper customer relationships and enhance employee productivity. The integration with Salesforce is transforming Autodesk’s customer engagement and agent workflow efficiency. Key Benefits for Autodesk Accelerating Self-Service: Autodesk uses the Einstein 1 Platform, which employs AI to create actionable data and streamline processes. This has enabled the development of a comprehensive, intuitive service cloud application for Autodesk’s team. At the conclusion of customer-agent interactions, Einstein for Service generates AI-powered case summaries, reducing the time agents spend summarizing chats by 63%. Creating Frictionless Experiences: MuleSoft has been pivotal in advancing Autodesk’s automation strategy by providing integrated and unified data access across cloud solutions. This has allowed Autodesk to modernize, simplify, and connect existing SaaS applications, resulting in smoother operations. Minimizing Disruption: Salesforce Professional Services provides real-time, 24/7 monitoring, equipping Autodesk with tools to identify and resolve potential performance issues before they affect customers. Salesforce also enhances data access monitoring, leading to a 30% reduction in ongoing maintenance. Customer Perspective Prakash Kota, SVP and CIO of Autodesk, expressed enthusiasm for the partnership: “We are thrilled to partner with Salesforce as Autodesk continues to innovate, grow, and scale with the customer at the center of our business. Our teams are excited to put generative AI to work across the enterprise, enhancing the productivity of our service agents. Saving time on tasks enables our employees to focus on higher-value work.” This partnership underscores Autodesk’s commitment to customer-centric innovation and operational efficiency, leveraging Salesforce’s advanced technologies to drive continued growth and customer satisfaction. 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 9, 2024in Einstein 1 Platform, Generative AI, Mulesoft, Salesforce, Salesforce Einstein
Salesforce to Boost Productivity and Customer Interaction
08Jul

Salesforce to Boost Productivity and Customer Interaction

Vonage, a global leader in cloud communications and a part of Ericsson, has announced that Endress+Hauser, a Swiss-based supplier of process and laboratory instrumentation and automation, has selected Vonage Contact Center for Service Cloud Voice to deliver consistent and personalized customer experiences across all channels. Salesforce to Boost Productivity and Customer Interaction With nearly 17,000 employees worldwide, Endress+Hauser sought to revolutionize their customer interactions. Vonage Contact Center for Service Cloud Voice seamlessly integrates with their existing Salesforce CRM, enhancing automation, intelligence, and engagement capabilities on a global scale. Salesforce to Boost Productivity and Customer Interaction Vonage is a trusted partner for Salesforce, offering a platform that enables businesses to manage, deploy, and consolidate multiple communication solutions for increased efficiency. Leveraging Vonage’s AI capabilities, such as real-time transcription and omnichannel routing solutions, Endress+Hauser can create deeper connections with customers and enhance agent experiences with a more informed view of the customer. Rob MacKenzie, Corporate Director of Sales Excellence at Endress+Hauser, expressed the importance of integrating communication channels to improve the customer experience, ensuring seamless interactions and capturing vital insights. Thomas Plack, SVP and Head of Industry at Salesforce Germany, highlighted how Service Cloud Voice empowers agents to handle calls and resolve issues seamlessly, enabling Endress+Hauser to adopt a proactive and personalized approach with their customers. Savinay Berry, Executive Vice President of Product and Engineering at Vonage, emphasized that Vonage solutions are tailored to organizations like Endress+Hauser, aiming to deepen customer engagement and enhance agent satisfaction. With Vonage Contact Center for Service Cloud Voice, integration with Salesforce optimizes efficiency and leverages AI-based capabilities to deliver a consistent and personalized customer experience. 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 8, 2024in Salesforce, Salesforce Communications Cloud, Salesforce Einstein, Salesforce Experience Cloud, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy, Salesforce Optimization, Salesforce Service Cloud
Salesforce Agentforce Platform
08Jul

Salesforce Agentforce Platform

Salesforce CEO Marc Benioff has hinted at the upcoming launch of a new AI and automation platform geared towards customer support. Salesforce Agentforce Platform. In anticipation of September’s Dreamforce event, Benioff used X, formerly Twitter, to offer a sneak peek into the platform, specifically highlighting its customer-facing “Einstein Service Agent.” In his post, Benioff underscores the essential features of the virtual agent, emphasizing how it will seamlessly blend digital and human-assisted support to expedite case resolutions. This blended experience appears to build upon the technology integrated into Salesforce following its acquisition of Airkit.ai in 2023. Airkit.ai provides a low- to no-code bot-building platform that empowers businesses to orchestrate AI-driven conversational experiences. Primarily used for service automation, Airkit enables firms to design and automate complex cross-platform workflows, enhancing automated customer interactions across Salesforce applications. The Einstein Service Agent, positioned within Salesforce’s broader Einstein 1 vision, leverages Data Cloud to create a unified, cross-functional data ecosystem. Benioff hints at the agent’s capability to span service, sales, marketing, and commerce functionalities, underscoring its pivotal role within the Salesforce ecosystem. Expanding on Airkit.ai’s foundational capabilities, Salesforce has integrated Mulesoft to enable insights triggering cross-platform automations, alongside real-time data harmonization within Data Cloud. Moreover, the platform now incorporates generative AI (GenAI), enhancing its ability to interpret text, images, and audio/video for diverse customer engagement scenarios. Despite these advancements, Benioff acknowledges that no virtual agent, even with GenAI augmentation, can resolve every customer query alone. Salesforce ensures omnichannel transfers and human handoffs to address more complex issues effectively. In an era where many vendors offer similar conversational AI capabilities, Salesforce distinguishes itself through ecosystem integration and orchestration. Benioff emphasizes the value of low- to no-code workflow orchestration, democratizing AI technology for non-programmers and fostering an inclusive AI revolution. Expect Benioff to elaborate further on these themes and unveil more details about the Agentforce Platform during his keynote at the 2024 Dreamforce event. 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 8, 2024in Generative AI, Mulesoft
Sinch Omnichannel Connector
08Jul

Sinch Omnichannel Connector

Sinch (Sinch AB (publ) – XSTO: SINCH), a pioneer in global communication through its Customer Communications Cloud, has launched the Sinch Omnichannel Connector on Salesforce AppExchange. This innovative solution enhances conversational marketing and customer experiences for Salesforce Marketing Cloud customers by offering advanced one-way and two-way messaging capabilities. The solution is now available on Salesforce AppExchange. The Sinch Omnichannel Connector seamlessly integrates with the Salesforce ecosystem, enabling businesses to elevate their marketing strategies by reaching and engaging customers across their preferred channels. This new offering expands the features of Salesforce Marketing Cloud, providing a comprehensive suite of omnichannel messaging capabilities. Businesses can now connect with customers through one-way and two-way messaging across 13 diverse channels, including RCS, Kakao Talk, Viber, and Instagram. This complements Salesforce’s native channels of SMS, MMS, Email, WhatsApp, and LINE, offering a complete communication solution. “With the Sinch Omnichannel Connector, businesses can enhance their customer communications, personalize engagements, and maximize the return on their marketing investments,” said Jonathan Campbell, Senior Director, Messaging Products at Sinch. “Salesforce Marketing Cloud users can now leverage a broader spectrum of messaging channels through Sinch, beyond those directly supported by Salesforce, to optimize their marketing strategies and elevate customer engagement.” To get started, Salesforce Marketing Cloud users need an existing account and can onboard the Conversation API through the Sinch Dashboard. From there, they can easily activate the channels of their choice, tailoring their messaging strategy to suit their unique business needs. Sinch has partnered with Salesforce since 2014, when Salesforce expanded its SMS offering into international markets. Sinch is a strategic supplier for Salesforce’s global SMS delivery, providing enterprise-grade messaging solutions that support Salesforce and its global customer base. Sinch, a pioneer in global communication through its Customer Communications Cloud, has once again been named a Leader in the 2024 Gartner® Magic Quadrant™ for Communications Platform as a Service (CPaaS). Sinch sees this recognition as validation of their robust Super Network and the extensive range of communication channels they offer, including messaging, email, and voice. These capabilities enable businesses to enhance customer experience (CX) and engagement. Sinch attributes this recognition to their innovative AI capabilities, integration with over 500 platforms, and global market reach, allowing them to serve customers of all sizes worldwide. The evaluation was based on criteria that assessed the company’s Completeness of Vision and Ability to Execute. “We believe being recognized as a Magic Quadrant™ Leader for the second consecutive year confirms our commitment to our customers and our ability to help them deliver superior customer experiences,” said Laurinda Pang, CEO of Sinch. “Effective digital, one-to-one communications are vital across marketing, operations, and customer care. Sinch simplifies customer communications throughout the entire journey. Our leading API platform and comprehensive applications enable businesses to exceed customer expectations and deliver personalized communications at scale, using both established and emerging channels.” Magic Quadrant reports are based on rigorous, fact-based research in specific markets, offering a wide-angle view of the relative positions of providers in high-growth markets with distinct provider differentiation. Providers are positioned into four quadrants: Leaders, Challengers, Visionaries, and Niche Players. This research helps businesses maximize market analysis in alignment with their unique business and technology needs. View a complimentary copy of the Magic Quadrant™ report to learn more about Sinch’s strengths and cautions, as well as the offerings of other providers: https://go.sinch.com/sinch-gartner-mq-24-pr Source: Gartner, Magic Quadrant for Communication Platforms as a Service, Lisa Unden-Farboud, Pankil Sheth, Ajit Patankar, Brian Doherty, 24 June 2024. 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 8, 2024in Salesforce Marketing Cloud
The CRM Environment in 2024
08Jul

The CRM Environment in 2024

Navigating the Global Customer Success Management Platform Market: A Comprehensive Analysis The CRM Environment in 2024. Embarking on an exploration of the worldwide Customer Success Management Platform market, this research study presents a thorough examination of current trends, market dynamics, drivers, opportunities, challenges, and key market segments. Beyond defining terms, it looks into classifications, applications, and industry chain structures. Moreover, the report illuminates the marketing strategies employed by players, distributor analyses, marketing channels, insights from potential buyers, and developmental histories. Of course at Tectonic, we’re partial to Salesforce. Insights into a Dynamic Landscape This report showcases the latest market intelligence to provide invaluable insights into the evolving Customer Success Management Platform industry. It empowers investors and stakeholders to make confident, informed business decisions by thoroughly examining emerging trends, market drivers, risks, and opportunities. Furthermore, it explores the realm of technological advancements driving market growth. Rich Data Compilation and Analysis Through meticulous analysis of both primary and secondary sources, the report compiles a rich array of qualitative and quantitative data. It segments these findings meticulously, examining economic and non-economic factors influencing market expansion. This ensures a nuanced comprehension of market patterns and directions. Segmentation Overview Customer Success Management Platform Market Segmentation by Type: Customer Success Management Platform Market Segmentation by Application: The CRM Environment in 2024 The market is segmented based on leading manufacturers, various product types, and applications across diverse geographical regions. Global and regional vendors with substantial R&D resources dominate this sector, focusing keenly on technological advancements to elevate competitiveness. Regional Insights Key players predominantly operate in North America, Asia-Pacific, Europe, South America, and Middle East & Africa. Significant contributions come from: Key Players in the Customer Success Management Platform Market: Gainsight, ClientSuccess, Salesforce, Custify, Natero, LiveAgent, Totango, Freshworks, Amity, Client Share, Strikedeck, STAMP, ChurnZero, Salesmachine, Bolstra, CustomerSuccessBox, Planhat, Catalyst, Kilterly. Highlights from the Global Market Report Conclusion In essence, this report, The CRM Environment in 2024, serves as an indispensable guide through the intricate terrains of the global Customer Success Management Platform marketplace. It offers actionable insights, strategic recommendations, and paves paths towards informed decision-making endeavors. About Orbis Research Orbis Research (orbisresearch.com) is your single-point aid for all market research needs. We specialize in delivering customized reports from leading publishers and authors worldwide, ensuring accuracy and specialization in industries and verticals. This enables clients to map their needs accurately, producing the perfect market research study tailored to their requirements. 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 8, 2024in Salesforce
Salesforce Sandboxes Explained
08Jul

Salesforce Sandboxes Explained

What is a Salesforce Sandbox? A Salesforce Sandbox is a duplicate of your live production environment, offering a safe and isolated space for developers and administrators to test new features, configurations, and code changes. This environment ensures that you can experiment without affecting your live data, allowing for thorough validation before changes are deployed to production. By mimicking the production setup, a sandbox helps identify and fix issues early, leading to more stable applications and a more reliable development process. Salesforce Sandboxes play a crucial role in ensuring the quality and functionality of applications. They provide a secure environment to conduct rigorous testing, allowing teams to catch errors and make improvements before affecting end users. This controlled environment fosters innovation while minimizing the risk of disruptions. Types of Salesforce Sandboxes Salesforce offers different sandbox types, each designed to meet various development and testing needs. Choosing the right sandbox depends on the scope and complexity of the project. 1. Developer Sandbox A Developer Sandbox is ideal for individual developers working on isolated tasks. It includes a copy of the production environment’s metadata but no actual data. This sandbox allows developers to build and test new features or configurations without impacting each other’s work. With daily refreshes, it provides an agile development environment for quick iterations. 2. Developer Pro Sandbox Similar to the Developer Sandbox, the Developer Pro Sandbox has more storage capacity and includes some data. This makes it suitable for larger development projects, where more comprehensive testing is required. It’s perfect for data-intensive tasks and collaborative development, allowing multiple developers to work on shared projects. 3. Partial Copy Sandbox A Partial Copy Sandbox includes all metadata and a sample of production data, making it useful for functional testing and user acceptance testing (UAT). It allows teams to validate application performance with real data, helping uncover data-specific issues. It can be refreshed every five days, providing an accurate testing environment without needing a full data set. 4. Full Copy Sandbox The most comprehensive option, a Full Copy Sandbox replicates the entire production environment, including all data and metadata. This sandbox is ideal for final testing, load testing, and staging before deployment. By mirroring production, it ensures that any changes or updates function seamlessly when deployed to live systems. How to Create a Sandbox in Salesforce How to Refresh a Sandbox in Salesforce Refreshing a sandbox updates it with the latest data and configurations from the production environment. Here’s how to do it: Salesforce Sandbox Templates Sandbox Templates allow you to define specific data and metadata to include in your sandbox. These templates ensure a more tailored environment for testing and development activities. 1. Developer Sandbox Template This template includes metadata from the production environment and is perfect for developers who don’t need production data, allowing them to focus on configurations and code. 2. Developer Pro Sandbox Template Similar to the Developer Sandbox Template but with more storage and data, this is suited for more complex projects requiring integration and quality assurance testing. 3. Partial Copy Sandbox Template Ideal for testing with actual data, this template allows you to include a subset of production data for validation and scenario-based testing. 4. Full Copy Sandbox Template A complete replica of your production environment, this template supports full-scale performance testing and final staging before deployment. Frequently Asked Questions By utilizing Salesforce Sandboxes, your team can ensure thorough development, testing, and training processes, leading to better performance and greater confidence in your Salesforce projects. 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 8, 2024in Salesforce
Cool AI Tools for Business
07Jul

Cool AI Tools for Business

This insight is to share the best AI tools to save you time and money. Instead of listing them with zero explanation, we show you how to use these tools and what we’ve created with them. Cool AI Tools for Business. You can then customize it manually or with AI. Although Decktopus is great, it’s not the only AI presentation tool out there. Just submit a video clip of yourself talking in any language. Read the instructions to ensure the AI can learn effectively. If you don’t want to clone yourself, use HeyGen to create presentations by choosing a voice actor and giving it a script. It supports any language, just like your AI clone. One of the coolest things about this tool is a way to create a really nice professional headshot. 4. Murf AI: Text-to-Speech AIMurf AI turns text into realistic voices for ads, voiceovers, translations, and more. Unlike old text-to-speech synthesizers, Murf uses professional voice actors in multiple languages. As a business person, use Murf for voiceovers, sales pitches, and more. You can create similar clips in different languages and voices. ContentShake’s content editor suggests improvements for your posts. This tool can help draft content and draw inspiration. For example, we asked it to create a blogging site about “How to use Artificial Intelligence in business and sales,” and got results in about a minute. You can customize the site by clicking and dragging elements. It’s great for small businesses without professional web designers. 8. Grammarly: AI ProofreaderGrammarly analyzes your text in every window, spotting and highlighting mistakes. We use it every day at Tectonic. Grammarly makes it easy to fix mistakes with suggested corrections. It’s a Chrome extension, so it works in every tab. However, ChatGPT makes silly assumptions and hallucinations. It predicts words but doesn’t know or experience things. As a content writer, you may struggle as you find it can’t write engaging blog posts that attract visitors. Test these Cool AI Tools for Business, as most are free, saving you time and money so you can focus on your business! 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 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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July 7, 2024in Generative AI
Aura Components
06Jul

Aura Components Summer 24

Aura components are fundamental building blocks of an application, designed for reusability and encapsulation of functionality within the Salesforce platform. They can range in scope from a single UI element to an entire application module. Key Points: In essence, Aura components empower developers to create modular, scalable applications within Salesforce, leveraging prebuilt components and adhering to the principles of encapsulation and event-driven architecture. 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 6, 2024in Salesforce

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