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Salesforce Connected Assets

Salesforce Connected Assets

Salesforce has unveiled Connected Assets, a robust suite of capabilities in Manufacturing Cloud, designed to offer manufacturers a comprehensive, real-time perspective on connected asset data. This includes data on service history, asset status, customer records, and telematics, allowing manufacturers to monitor asset health and performance while proactively addressing maintenance needs to reduce downtime and boost customer satisfaction. Enhanced AI Capabilities for Connected AssetsConnected Assets integrates Salesforce’s advanced AI to empower teams with actionable insights. Sales, customer service, and field teams can now receive real-time alerts and quickly access asset history and health, enabling faster, data-driven support and the delivery of more personalized offers. AI-driven insights and recommendations based on asset condition, service history, and performance data enhance the ability of manufacturers to predict maintenance needs and provide proactive support, including on-site recommendations to field technicians. Innovative Features for Optimized Asset Management Salesforce PerspectiveAchyut Jajoo, SVP and GM of Manufacturing and Automotive, states, “The manufacturing industry is embracing a historic transformation toward AI-enabled modernization. Connected Assets and our sector-specific AI tools in Manufacturing Cloud empower our customers to lead with improved customer experiences, optimized asset performance, and new revenue-generating services. With Agentforce, our customers will soon be able to leverage autonomous agents to monitor connected asset data at scale, enabling them to focus on strategic, high-value initiatives.” Real-World ApplicationKawasaki Engines exemplifies Connected Assets in action, using Manufacturing Cloud to enhance customer relationships by offering proactive support and minimizing equipment downtime. “Salesforce’s Connected Assets will enable us to deliver exceptional service, keeping our customers satisfied and our products operating efficiently,” says Tony Gondick, Senior Manager of IT Business Strategy at Kawasaki Engines. Extending Across IndustriesBeyond Manufacturing Cloud, Connected Assets is also being introduced to Salesforce’s other industry clouds, such as Energy & Utilities, Communications, and Media, allowing a wide range of sectors to tap into the benefits of connected asset management, minimize downtime, and generate new value. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Trends in AI for CRM

Trends in AI for CRM

Nearly half of customer service teams, over 40% of salespeople, and a third of marketers have fully implemented artificial intelligence (AI) to enhance their work. However, 77% of business leaders report persistent challenges related to trusted data and ethical concerns that could stall their AI initiatives, according to Salesforce research released today. The Trends in AI for CRM report analyzed data from multiple studies, revealing that companies are worried about missing out on the opportunities generative AI presents if the data powering large language models (LLMs) isn’t rooted in their own trusted customer records. At the same time, respondents expressed ongoing concerns about the lack of clear company policies governing the ethical use of AI, as well as the complexity of a vendor landscape where 80% of enterprises are currently using multiple LLMs. Salesforce’s Four Keys to Enterprise AI Success Why it matters: AI is one of the most transformative technologies in generations, with projections forecasting a net gain of over trillion in new business revenues by 2028 from Salesforce and its network of partners alone. As enterprises across industries develop their AI strategies, leaders in customer-facing departments such as sales, service, and marketing are eager to leverage AI to drive internal efficiencies and revolutionize customer experiences. Key Findings from the Trends in AI for CRM Report Expert Perspective “This is a pivotal moment as business leaders across industries look to AI to unlock growth, efficiency, and customer loyalty,” said Clara Shih, CEO of Salesforce AI. “But success requires much more than an LLM. Enterprise deployments need trusted data, user access control, vector search, audit trails and citations, data masking, low-code builders, and seamless UI integration. Salesforce brings all of these components together with our Einstein 1 Platform, Data Cloud, Slack, and dozens of customizable, turnkey prompts and actions offered across our clouds.” 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Necessary Salesforce Admin Skills

Necessary Salesforce Admin Skills

In 2023, Salesforce Admins created 230,000 objects, generated over 2.7 billion reports monthly, and performed 1 trillion AI predictions weekly. These figures highlight the critical role of an Admin in the Salesforce ecosystem. However, becoming an expert Salesforce Admin requires more than just technical know-how. A blend of both technical and soft skills is essential to truly excel in this role. Whether you’re new to the role or looking to enhance your skills, learning the right abilities is key to thriving as a Salesforce Admin. In this guide, we’ll cover the essential Salesforce Admin skills you need to effectively manage the platform and drive business success. Key Takeaways 14 Essential Salesforce Admin Skills to Master These are some of the key skills outlined in Salesforce’s “Admin Skills Kit” that will help you secure top Salesforce Admin positions. 1. Communication Strong communication skills are critical for Salesforce Admins, who act as the link between technical teams, stakeholders, and users. You’ll need to explain complex processes clearly so that all parties can understand. Why It Matters: Clear communication ensures users can effectively engage with the platform and make informed decisions based on Salesforce data. How To Improve: Practice simplifying technical concepts, actively listen to others’ needs, and refine your ability to convey information clearly. 2. Problem Solving Challenges will arise in your role, from system errors to user issues. Having strong problem-solving skills allows you to identify the root cause of issues and quickly implement effective solutions. Why It Matters: Efficient problem resolution minimizes downtime and keeps the Salesforce platform running smoothly. How To Improve: Break down problems into manageable parts, brainstorm solutions, and always evaluate the impact of your decisions. 3. Attention to Detail Salesforce admins deal with complex data and processes that require accuracy. From maintaining data integrity to configuring processes, attention to detail is crucial. Why It Matters: Even small errors can result in inaccurate data, security risks, or inefficient processes. How To Improve: Double-check your work, use Salesforce validation tools, and ensure all workflows are correctly configured before launching. 4. Learner’s Mindset Salesforce evolves constantly, with frequent updates and new features. A learner’s mindset helps you stay on top of these changes and continuously improve your skills. Why It Matters: The more you know, the more value you bring. Keeping up with updates ensures you’re using the latest tools to benefit your organization. How To Improve: Engage with Salesforce communities, complete Trailhead modules, and attend webinars to stay current. 5. User Management As an Admin, you’ll be responsible for managing users, creating profiles, setting roles and permissions, and ensuring proper access to data. Why It Matters: Proper user management boosts productivity while ensuring data security. How To Improve: Learn the ins and outs of Salesforce profiles, roles, and permission sets, and practice managing users in a sandbox environment. 6. Security Management In today’s digital age, data security is a top priority. Salesforce Admins are responsible for safeguarding organizational data from unauthorized access or breaches. Why It Matters: Poor security can lead to data leaks, damaging the company’s reputation and finances. How To Improve: Master security settings, understand field-level permissions, and stay informed on two-step verification and audit tracking. 7. Business Analysis Admins need to understand the business needs of their organization. Business analysis skills help you gather requirements, understand workflows, and tailor Salesforce to meet those needs. Why It Matters: The better you understand the business, the more effectively you can customize Salesforce to add value. How To Improve: Collaborate with stakeholders to identify pain points and design solutions that address specific business needs. 8. Data Analysis Working with large data sets is a regular part of being a Salesforce Admin. Knowing how to analyze data and generate insights is essential. Why It Matters: Data analysis drives informed decision-making, streamlines workflows, and improves communication. How To Improve: Familiarize yourself with Salesforce’s reporting tools, dashboards, and data export features. 9. Data Management Effective data management is critical to maintaining a well-functioning Salesforce system. This involves data transfers, cleaning, deduplication, and archiving. Why It Matters: Clean and organized data supports accurate reporting and better decision-making. How To Improve: Learn best practices for data imports, validation rules, and data maintenance tools like Data Loader. 10. Designer’s Mindset Admins with a designer’s mindset can create user-friendly interfaces and workflows that enhance the system’s usability. Why It Matters: A well-designed interface improves the user experience, making work more efficient and enjoyable. How To Improve: Use the Lightning App Builder to create custom page layouts and optimize user flows. 11. Change Management When implementing new processes or updates, effective change management is key. This includes communication, ensuring smooth transitions, and training users on new features. Why It Matters: Proper change management ensures high adoption rates and a smooth transition to new features or updates. How To Improve: Develop communication plans, conduct training, and gather user feedback during transitions. 12. Process Automation Salesforce’s automation capabilities allow admins to streamline repetitive tasks. Automation skills help you create workflows, approval processes, and automated communications. Why It Matters: Automating repetitive tasks saves time and ensures that critical business processes are followed consistently. How To Improve: Learn how to use Flows, Process Builder, and Workflow Rules to automate business operations. 13. Product Management A product management mindset helps Admins align the platform with users’ and stakeholders’ needs, ensuring Salesforce delivers value to the organization. Why It Matters: Meeting evolving business needs ensures you continue to add value as an Admin. How To Improve: Collect user feedback, prioritize requests, and align updates with overall business goals. 14. Project Management Salesforce Admins often lead projects such as implementing new features or migrating data. Strong project management skills are essential to execute these tasks effectively. Why It Matters: Good project management ensures that goals are met on time and within budget. How To Improve: Get comfortable with project management tools, scheduling, resource management, and stakeholder communication. Conclusion The role of a Salesforce Admin combines both technical and soft skills like communication,

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AI and Disability

AI and Disability

Dr. Johnathan Flowers of American University recently sparked a conversation on Bluesky regarding a statement from the organizers of NaNoWriMo, which endorsed the use of generative AI technologies, such as LLM chatbots, in this year’s event. Dr. Flowers expressed concern about the implication that AI assistance was necessary for accessibility, arguing that it could undermine the creativity and agency of individuals with disabilities. He believes that art often serves as a unique space where barriers imposed by disability can be transcended without relying on external help or engaging in forced intimacy. For Dr. Flowers, suggesting the need for AI support may inadvertently diminish the perceived capabilities of disabled and marginalized artists. Since the announcement, NaNoWriMo organizers have revised their stance in response to criticism, though much of the social media discussion has become unproductive. In earlier discussions, the author has explored the implications of generative AI in art, focusing on the human connection that art typically fosters, which AI-generated content may not fully replicate. However, they now wish to address the role of AI as a tool for accessibility. Not being personally affected by physical disability, the author approaches this topic from a social scientific perspective. They acknowledge that the views expressed are personal and not representative of any particular community or organization. Defining AI In a recent presentation, the author offered a new definition of AI, drawing from contemporary regulatory and policy discussions: AI: The application of specific forms of machine learning to perform tasks that would otherwise require human labor. This definition is intentionally broad, encompassing not just generative AI but also other machine learning applications aimed at automating tasks. AI as an Accessibility Tool AI has potential to enhance autonomy and independence for individuals with disabilities, paralleling technological advancements seen in fields like the Paris Paralympics. However, the author is keen to explore what unique benefits AI offers and what risks might arise. Benefits Risks AI and Disability The author acknowledges that this overview touches only on some key issues related to AI and disability. It is crucial for those working in machine learning to be aware of these dynamics, striving to balance benefits with potential risks and ensuring equitable access to technological advancements. 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 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, 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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Generative ai energy consumption

AI Energy Consumption

At the Gartner IT Symposium/Xpo 2024, industry leaders emphasized that rising energy consumption and costs are fast becoming constraints on IT capabilities. Solutions discussed include adopting acceleration technologies, exploring microgrids, and keeping an eye on emerging energy-efficient technologies. With enterprise AI applications expanding, computing demands – and the energy needed to support them – are rapidly increasing. Nvidia’s CEO, Jensen Huang, highlighted this challenge, noting that advancements in traditional computing are failing to keep pace with data processing needs. “If compute demand grows exponentially while general-purpose performance stagnates, you’ll face not just cost inflation but significant energy inflation,” he said. Huang suggested that leveraging accelerated computing can mitigate some of these impacts, improving energy efficiency. Another approach highlighted was the use of microgrids, with Gartner predicting that Fortune 500 companies will shift up to $500 billion toward such systems by 2027 to manage ongoing energy risks and AI demand. Gartner’s Daryl Plummer noted that these independent energy networks could help energy-intensive enterprises avoid dependence on strained public power grids. Hyperscalers, including major cloud providers, are already exploring alternative power sources, such as nuclear energy, to meet escalating demands. For instance, Microsoft has announced plans to source energy from the Three Mile Island nuclear plant. While emerging technologies like quantum, neuromorphic, and photonic computing offer the promise of significant energy efficiency, they’re still years away from maturity. Gartner analyst Frank Buytendijk predicted it will take five to ten years before these options become viable solutions. “Energy-efficient computing is on the horizon, but we have a ways to go,” he said. Until then, enterprises will need to consider proactive strategies to manage energy risks and costs as part of their AI and IT planning. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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AI Strategy for Your Business

AI Strategy for Your Business

How to Create a Winning AI Strategy for Your Business To maximize the value of AI, organizations must align their AI projects with strategic business objectives. Here’s a 10-step guide to crafting an effective AI strategy, including sample templates to support your planning. While AI adoption is on the rise, many companies still struggle to unlock its full potential. According to the 2024 IDC report Scaling AI Initiatives Responsibly, even organizations with advanced AI practices, termed “AI Masters,” face a 13% failure rate, while those still emerging in AI see a 20% failure rate. Challenges such as poor data quality and cultural resistance often contribute to these failures. To avoid these pitfalls, companies need to adopt a more deliberate and strategic approach to AI implementation. As Nick Kramer from SSA & Company states, “It’s not just about implementing the right technology; a lot of work needs to be done beforehand to succeed with AI.” What is an AI Strategy and Why is it Important? An AI strategy unifies all necessary components—such as data, technology, and talent—required to achieve business goals through AI. This includes: A well-designed AI strategy sets clear directions on how AI should be leveraged to achieve optimal outcomes within the organization. 10 Steps to Craft a Successful AI Strategy Resources for AI Strategy Templates If you’re ready to start building your AI strategy, here are several resources offering templates and guidance: By following these steps and utilizing the right resources, businesses can ensure they capture AI in ways that align with their strategic goals and maximize their competitive edge. 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 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, 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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AI Assistants Using LangGraph

AI Assistants Using LangGraph

In the evolving world of AI, retrieval-augmented generation (RAG) systems have become standard for handling straightforward queries and generating contextually relevant responses. However, as demand grows for more sophisticated AI applications, there is a need for systems that move beyond simple retrieval tasks. Enter AI agents—autonomous entities capable of executing complex, multi-step processes, maintaining state across interactions, and dynamically adapting to new information. LangGraph, a powerful extension of the LangChain library, is designed to help developers build these advanced AI agents, enabling stateful, multi-actor applications with cyclic computation capabilities. AI Assistants Using LangGraph. In this insight, we’ll explore how LangGraph revolutionizes AI development and provide a step-by-step guide to building your own AI agent using an example that computes energy savings for solar panels. This example will demonstrate how LangGraph’s unique features enable the creation of intelligent, adaptable, and practical AI systems. What is LangGraph? LangGraph is an advanced library built on top of LangChain, designed to extend Large Language Model (LLM) applications by introducing cyclic computational capabilities. While LangChain allows for the creation of Directed Acyclic Graphs (DAGs) for linear workflows, LangGraph enhances this by enabling the addition of cycles—essential for developing agent-like behaviors. These cycles allow LLMs to continuously loop through processes, making decisions dynamically based on evolving inputs. LangGraph: Nodes, States, and Edges The core of LangGraph lies in its stateful graph structure: LangGraph redefines AI development by managing the graph structure, state, and coordination, allowing for the creation of sophisticated, multi-actor applications. With automatic state management and precise agent coordination, LangGraph facilitates innovative workflows while minimizing technical complexity. Its flexibility enables the development of high-performance applications, and its scalability ensures robust and reliable systems, even at the enterprise level. Step-by-step Guide Now that we understand LangGraph’s capabilities, let’s dive into a practical example. We’ll build an AI agent that calculates potential energy savings for solar panels based on user input. This agent can function as a lead generation tool on a solar panel seller’s website, providing personalized savings estimates based on key data like monthly electricity costs. This example highlights how LangGraph can automate complex tasks and deliver business value. Step 1: Import Necessary Libraries We start by importing the essential Python libraries and modules for the project. pythonCopy codefrom langchain_core.tools import tool from langchain_community.tools.tavily_search import TavilySearchResults from langchain_core.prompts import ChatPromptTemplate from langchain_core.runnables import Runnable from langchain_aws import ChatBedrock import boto3 from typing import Annotated from typing_extensions import TypedDict from langgraph.graph.message import AnyMessage, add_messages from langchain_core.messages import ToolMessage from langchain_core.runnables import RunnableLambda from langgraph.prebuilt import ToolNode Step 2: Define the Tool for Calculating Solar Savings Next, we define a tool to calculate potential energy savings based on the user’s monthly electricity cost. pythonCopy code@tool def compute_savings(monthly_cost: float) -> float: “”” Tool to compute the potential savings when switching to solar energy based on the user’s monthly electricity cost. Args: monthly_cost (float): The user’s current monthly electricity cost. Returns: dict: A dictionary containing: – ‘number_of_panels’: The estimated number of solar panels required. – ‘installation_cost’: The estimated installation cost. – ‘net_savings_10_years’: The net savings over 10 years after installation costs. “”” def calculate_solar_savings(monthly_cost): cost_per_kWh = 0.28 cost_per_watt = 1.50 sunlight_hours_per_day = 3.5 panel_wattage = 350 system_lifetime_years = 10 monthly_consumption_kWh = monthly_cost / cost_per_kWh daily_energy_production = monthly_consumption_kWh / 30 system_size_kW = daily_energy_production / sunlight_hours_per_day number_of_panels = system_size_kW * 1000 / panel_wattage installation_cost = system_size_kW * 1000 * cost_per_watt annual_savings = monthly_cost * 12 total_savings_10_years = annual_savings * system_lifetime_years net_savings = total_savings_10_years – installation_cost return { “number_of_panels”: round(number_of_panels), “installation_cost”: round(installation_cost, 2), “net_savings_10_years”: round(net_savings, 2) } return calculate_solar_savings(monthly_cost) Step 3: Set Up State Management and Error Handling We define utilities to manage state and handle errors during tool execution. pythonCopy codedef handle_tool_error(state) -> dict: error = state.get(“error”) tool_calls = state[“messages”][-1].tool_calls return { “messages”: [ ToolMessage( content=f”Error: {repr(error)}n please fix your mistakes.”, tool_call_id=tc[“id”], ) for tc in tool_calls ] } def create_tool_node_with_fallback(tools: list) -> dict: return ToolNode(tools).with_fallbacks( [RunnableLambda(handle_tool_error)], exception_key=”error” ) Step 4: Define the State and Assistant Class We create the state management class and the assistant responsible for interacting with users. pythonCopy codeclass State(TypedDict): messages: Annotated[list[AnyMessage], add_messages] class Assistant: def __init__(self, runnable: Runnable): self.runnable = runnable def __call__(self, state: State): while True: result = self.runnable.invoke(state) if not result.tool_calls and ( not result.content or isinstance(result.content, list) and not result.content[0].get(“text”) ): messages = state[“messages”] + [(“user”, “Respond with a real output.”)] state = {**state, “messages”: messages} else: break return {“messages”: result} Step 5: Set Up the LLM with AWS Bedrock We configure AWS Bedrock to enable advanced LLM capabilities. pythonCopy codedef get_bedrock_client(region): return boto3.client(“bedrock-runtime”, region_name=region) def create_bedrock_llm(client): return ChatBedrock(model_id=’anthropic.claude-3-sonnet-20240229-v1:0′, client=client, model_kwargs={‘temperature’: 0}, region_name=’us-east-1′) llm = create_bedrock_llm(get_bedrock_client(region=’us-east-1′)) Step 6: Define the Assistant’s Workflow We create a template and bind the tools to the assistant’s workflow. pythonCopy codeprimary_assistant_prompt = ChatPromptTemplate.from_messages( [ ( “system”, ”’You are a helpful customer support assistant for Solar Panels Belgium. Get the following information from the user: – monthly electricity cost Ask for clarification if necessary. ”’, ), (“placeholder”, “{messages}”), ] ) part_1_tools = [compute_savings] part_1_assistant_runnable = primary_assistant_prompt | llm.bind_tools(part_1_tools) Step 7: Build the Graph Structure We define nodes and edges for managing the AI assistant’s conversation flow. pythonCopy codebuilder = StateGraph(State) builder.add_node(“assistant”, Assistant(part_1_assistant_runnable)) builder.add_node(“tools”, create_tool_node_with_fallback(part_1_tools)) builder.add_edge(START, “assistant”) builder.add_conditional_edges(“assistant”, tools_condition) builder.add_edge(“tools”, “assistant”) memory = MemorySaver() graph = builder.compile(checkpointer=memory) Step 8: Running the Assistant The assistant can now be run through its graph structure to interact with users. python import uuidtutorial_questions = [ ‘hey’, ‘can you calculate my energy saving’, “my montly cost is $100, what will I save”]thread_id = str(uuid.uuid4())config = {“configurable”: {“thread_id”: thread_id}}_printed = set()for question in tutorial_questions: events = graph.stream({“messages”: (“user”, question)}, config, stream_mode=”values”) for event in events: _print_event(event, _printed) Conclusion By following these steps, you can create AI Assistants Using LangGraph to calculate solar panel savings based on user input. This tutorial demonstrates how LangGraph empowers developers to create intelligent, adaptable systems capable of handling complex tasks efficiently. Whether your application is in customer support, energy management, or other domains, LangGraph provides the Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched

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Market Insights and Forecast for Quote Generation Software

Market Insights and Forecast for Quote Generation Software

Market Insights and Forecast for Quote Generation Software for Salesforce (2024-2031): Key Players, Technology Advancements, and Growth Opportunities A recent research report by WMR delves into the Quote Generation Software for Salesforce Market, offering over 150 pages of in-depth analysis on business strategies employed by both leading and emerging industry players. The study provides insights into market developments, technological advancements, drivers, opportunities, and overall market status. Understanding market segments is essential to identify key factors driving growth. Comprehensive Market Insights The report provides an extensive analysis of the global market landscape, including business expansion strategies designed to increase revenue. It compiles critical data about target customers, evaluating the potential success of products and services prior to launch. The research offers valuable insights for stakeholders, including detailed updates on the impact of COVID-19 on business operations and the broader market. The report assesses whether a target market aligns with an enterprise’s goals, emphasizing that market success hinges on understanding the target audience. Key Players Featured: Market Segmentation By Types: By Applications: Geographical Overview The Quote Generation Software for Salesforce Market varies significantly across regions, driven by factors such as economic development, technical advancements, and cultural differences. Businesses looking to expand globally must account for these variations to leverage local opportunities effectively. Key regions include: Competitive Landscape The report offers a detailed competitive analysis, highlighting: Highlights from the Report Key Market Questions Addressed: Reasons to Purchase this Report: This report provides a valuable roadmap for businesses aiming to navigate the evolving Quote Generation Software for Salesforce Market, helping them make informed decisions and strategically position themselves for growth. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Data Quality Management Process

Data Quality Management Process

Data quality is often paradoxical—simple in its fundamentals, yet challenging in its details. A solid data quality management program is essential for ensuring processes run smoothly. What is Data Quality? At its core, data quality means having accurate, consistent, complete, and up-to-date data. However, quality is also context-dependent. Different tasks or applications require different types of data and, consequently, different standards of quality. Data that works well for one purpose may not be suitable for another. For instance, a list of customer names and addresses might be ideal for a marketing campaign but insufficient for tracking customer sales history. There isn’t a universal quality standard. A data set of credit card transactions, filled with cancellations and verification errors, may seem messy for sales analysis—but that’s exactly the kind of data the fraud analysis team wants to see. The most accurate way to assess data quality is to ask, “Is the data fit for its current purpose?” Steps to Build a Data Quality Management Process The goal of data quality management is not perfection. Instead, it focuses on ensuring reliable, high-quality data across the organization. Here are five key steps in developing a robust data quality process: Step 1: Data Quality Assessment Begin by assessing the current state of data. All relevant parties—from business units to IT—should understand the current condition of the organization’s data. Check for errors, duplicates, or missing entries and evaluate accuracy, consistency, and completeness. Techniques like data profiling can help identify data issues. This step forms the foundation for the rest of the process. Step 2: Develop a Data Quality Strategy Next, develop a strategy to improve and maintain data quality. This blueprint should define the use cases for data, the required quality for each, and the rules for data collection, storage, and processing. Choose the right tools and outline how to handle errors or discrepancies. This strategic plan will guide the organization toward sustained data quality. Step 3: Initial Data Cleansing This is where you take action to improve your data. Clean, correct, and prepare the data based on the issues identified during the assessment. Remove duplicates, fill in missing information, and resolve inconsistencies. The goal is to establish a strong baseline for future data quality efforts. Remember, data quality isn’t about perfection—it’s about making data fit for purpose. Step 4: Implement the Data Quality Strategy Now, put the plan into action by integrating data quality standards into daily workflows. Train teams on new practices and modify existing processes to include data quality checks. If done correctly, data quality management becomes a continuous, self-correcting process. Step 5: Monitor Data Quality Finally, monitor the ongoing process. Data quality management is not a one-time event; it requires continuous tracking and review. Regular audits, reports, and dashboards help ensure that data standards are maintained over time. In summary, an effective data quality process involves understanding current data, creating a plan for improvement, and consistently monitoring progress. The aim is not perfection, but ensuring data is fit for purpose. The Impact of AI and Machine Learning on Data Quality The rise of AI and machine learning (ML) brings new challenges to data quality management. For AI and ML, the quality of training data is crucial. The performance of models depends on the accuracy, completeness, and bias of the data used. If the training data is flawed, the model will produce flawed outcomes. Volume is another challenge. AI and ML models require vast amounts of data, and ensuring the quality of such large datasets can be a significant task. Organizations may need to prepare data specifically for AI and ML projects. This might involve collecting new data, transforming existing data, or augmenting it to meet the requirements of the models. Special attention must be paid to avoid bias and ensure diversity in the data. In some cases, existing data may not be sufficient or representative enough to meet future needs. Implementing specific validation checks for AI and ML training data is essential. This includes checking for bias, ensuring diversity, and verifying that the data accurately represents the problem the model is designed to address. By applying these practices, organizations can tackle the evolving challenges of data quality in the age of AI and machine learning. Create a great Data Quality Management Process. 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 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, 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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AI FOMO

AI FOMO

Enterprise interest in artificial intelligence has surged in the past two years, with boardroom discussions centered on how to capitalize on AI advancements before competitors do. Generative AI has been a particular focus for executives since the launch of ChatGPT in November 2022, followed by other major product releases like Amazon’s Bedrock, Google’s Gemini, Meta’s Llama, and a host of SaaS tools incorporating the technology. However, the initial rush driven by fear of missing out (FOMO) is beginning to fade. Business and tech leaders are now shifting their attention from experimentation to more practical concerns: How can AI generate revenue? This question will grow in importance as pilot AI projects move into production, raising expectations for financial returns. Using AI to Increase Revenue AI’s potential to drive revenue will be a critical factor in determining how quickly organizations adopt the technology and how willing they are to invest further. Here are 10 ways businesses can harness AI to boost revenue: 1. Boost Sales AI-powered virtual assistants and chatbots can help increase sales. For example, Ikea’s generative AI tool assists customers in designing their living spaces while shopping for furniture. Similarly, jewelry insurance company BriteCo launched a GenAI chatbot that reduced chat abandonment rates, leading to more successful customer interactions and potentially higher sales. A TechTarget survey revealed that AI-powered customer-facing tools like chatbots are among the top investments for IT leaders. 2. Reduce Customer Churn AI helps businesses retain clients, reducing revenue loss and improving customer lifetime value. By analyzing historical data, AI can profile customer attributes and identify accounts at risk of leaving. AI can then assist in personalizing customer experiences, decreasing churn and fostering loyalty. 3. Enhance Recommendation Engines AI algorithms can analyze customer data to offer personalized product recommendations. This drives cross-selling and upselling opportunities, boosting revenue. For instance, Meta’s AI-powered recommendation engine has increased user engagement across its platforms, attracting more advertisers. 4. Accelerate Marketing Strategies While marketing doesn’t directly generate revenue, it fuels the sales pipeline. Generative AI can quickly produce personalized content, such as newsletters and ads, tailored to customer interests. Gartner predicts that by 2025, 30% of outbound marketing messages will be AI-generated, up from less than 2% in 2022. 5. Detect Fraud AI is instrumental in detecting fraudulent activities, helping businesses preserve revenue. Financial firms like Capital One use machine learning to detect anomalies and prevent credit card fraud, while e-commerce companies leverage AI to flag fraudulent orders. 6. Reinvent Business Processes AI can transform entire business processes, unlocking new revenue streams. For example, Accenture’s 2024 report highlighted an insurance company that expects a 10% revenue boost after retooling its underwriting workflow with AI. In healthcare, AI could streamline revenue cycle management, speeding up reimbursement processes. 7. Develop New Products and Services AI accelerates product development, particularly in industries like pharmaceuticals, where it assists in drug discovery. AI tools also speed up the delivery of digital products, as seen with companies like Ally Financial and ServiceNow, which have reduced software development times by 20% or more. 8. Provide Predictive Maintenance AI-driven predictive maintenance helps prevent costly equipment downtime in industries like manufacturing and fleet management. By identifying equipment on the brink of failure, AI allows companies to schedule repairs and avoid revenue loss from operational disruptions. 9. Improve Forecasting AI’s predictive capabilities enhance planning and forecasting. By analyzing historical and real-time data, AI can predict product demand and customer behavior, enabling businesses to optimize inventory levels and ensure product availability for ready-to-buy customers. 10. Optimize Pricing AI can dynamically adjust prices based on factors like demand shifts and competitor pricing. Reinforcement learning algorithms allow businesses to optimize pricing in real time, ensuring they maximize revenue even as market conditions change. Keeping ROI in Focus While AI offers numerous ways to generate new revenue streams, it also introduces costs in development, infrastructure, and operations—some of which may not be immediately apparent. For instance, research from McKinsey & Company shows that GenAI models account for only 15% of a project’s total cost, with additional expenses related to change management and data preparation often overlooked. To make the most of AI, organizations should prioritize use cases with a clear return on investment (ROI) and postpone those that don’t justify the expense. A focus on ROI ensures that AI deployments align with business goals and contribute to sustainable revenue growth. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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UX Principles for AI in Healthcare

UX Principles for AI in Healthcare

The Role of UX in AI-Driven Healthcare AI is poised to revolutionize the global economy, with predictions it could contribute $15.7 trillion by 2030—more than the combined economic output of China and India. Among the industries likely to see the most transformative impact is healthcare. However, during my time at NHS Digital, I saw how systems that weren’t designed with existing clinical workflows in mind added unnecessary complexity for clinicians, often leading to manual workarounds and errors due to fragmented data entry across systems. The risk is that AI, if not designed with user experience (UX) at the forefront, could exacerbate these issues, creating more disruption rather than solving problems. From diagnostic tools to consumer health apps, the role of UX in AI-driven healthcare is critical to making these innovations effective and user-friendly. This article explores the intersection of UX and AI in healthcare, outlining key UX principles to design better AI-driven experiences and highlighting trends shaping the future of healthcare. The Shift in Human-Computer Interaction with AI AI fundamentally changes how humans interact with computers. Traditionally, users took command by entering inputs—clicking, typing, and adjusting settings until the desired outcome was achieved. The computer followed instructions, while the user remained in control of each step. With AI, this dynamic shifts dramatically. Now, users specify their goal, and the AI determines how to achieve it. For example, rather than manually creating an illustration, users might instruct AI to “design a graphic for AI-driven healthcare with simple shapes and bold colors.” While this saves time, it introduces challenges around ensuring the results meet user expectations, especially when the process behind AI decisions is opaque. The Importance of UX in AI for Healthcare A significant challenge in healthcare AI is the “black box” nature of the systems. For example, consider a radiologist reviewing a lung X-ray that an AI flagged as normal, despite the presence of concerning lesions. Research has shown that commercial AI systems can perform worse than radiologists when multiple health issues are present. When AI decisions are unclear, clinicians may question the system’s reliability, especially if they cannot understand the rationale behind an AI’s recommendation. This opacity hinders feedback, making it difficult to improve the system’s performance. Addressing this issue is essential for UX designers. Bias in AI is another significant issue. Many healthcare AI tools have been documented as biased, such as systems trained on predominantly male cardiovascular data, which can fail to detect heart disease in women. AIs also struggle to identify conditions like melanoma in people with darker skin tones due to insufficient diversity in training datasets. UX can help mitigate these biases by designing interfaces that clearly explain the data used in decisions, highlight missing information, and provide confidence levels for predictions. The movement toward eXplainable AI (XAI) seeks to make AI systems more transparent and interpretable for human users. UX Principles for AI in Healthcare To ensure AI is beneficial in real-world healthcare settings, UX designers must prioritize certain principles. Below are key UX design principles for AI-enabled healthcare applications: Applications of AI in Healthcare AI is already making a significant impact in various healthcare applications, including: Real-world deployments of AI in healthcare have demonstrated that while AI can be useful, its effectiveness depends heavily on usability and UX design. By adhering to the principles of transparency, interpretability, controllability, and human-centered AI, designers can help create AI-enabled healthcare applications that are both powerful and user-friendly. 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 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, 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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Salesforce Flow Tests

Salesforce Flow Tests

Deploying Salesforce Flow tests is not just about hitting “go” and hoping for the best. It requires more than simply moving automations from a Sandbox environment to production. Successful deployment demands thoughtful planning and attention to detail. In this post, we’ll dive deeper into deploying Flow tests effectively, covering key factors like independent testing and ensuring environment consistency. Building on our ongoing series, we’ll provide practical insights to help you achieve smooth deployments and reliable test execution. Key Considerations for Deploying Flow Tests Steps to Deploy Flow Tests Using Change Sets Final Thoughts Deploying Flow tests effectively is critical for maintaining the integrity of your automations across environments. Skipping the testing phase is like driving with a blindfold—one mistake could disrupt your workflows and cause chaos in critical processes. By following these guidelines, particularly focusing on independent testing and post-deployment checks, you can help ensure your Salesforce Flows continue to operate smoothly. Stay tuned for future insights for Flownatics where we’ll dive into more advanced aspects of Flow tests, helping you further optimize your Salesforce automation processes. Need more advice on testing your automations in Salesforce? Let’s chat! 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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TrueDialog Adds SMS Application for Salesforce Marketing Cloud Engagement

TrueDialog Adds SMS Application for Salesforce Marketing Cloud Engagement

TrueDialog Unveils SMS Integration for Salesforce Marketing Cloud

TrueDialog, a leader in SMS texting solutions, has expanded its Salesforce offerings with the launch of its SMS integration for Salesforce Marketing Cloud Engagement, complementing its existing Sales Cloud application. Now available on Salesforce AppExchange, this addition enables seamless documentation of SMS activities across the Salesforce Cloud ecosystem.

With TrueDialog’s integration for Salesforce Marketing Cloud, companies can incorporate SMS into customized, targeted marketing journeys. This includes sending promotional messages, geo-targeted offers, triggered alerts, order confirmations, account updates, and more—all as part of a cohesive customer engagement strategy.

TrueDialog’s solution uniquely enables SMS message flow across Salesforce Marketing Cloud, Sales Cloud, Service Cloud, and Education Cloud, ensuring communication continuity across platforms. “TrueDialog is the only provider offering bidirectional SMS integration between Salesforce Marketing Cloud and other Salesforce Clouds, including Sales, Service, Commerce, and Education Clouds,” said John Wright, CEO of TrueDialog. “Our solution records text messages on all relevant Salesforce Clouds, maintaining communication continuity between companies and their customers—something no other provider offers.”

The TrueDialog SMS application is fully native to Salesforce Marketing Cloud, allowing users to work within their regular workflow without switching applications to integrate SMS steps. TrueDialog also offers flexible options for short and long codes, automated 10DLC registration for long codes, and TrueDelivery, a tool for assessing SMS deliverability.

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