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Salesforce Backup and Recovery

Salesforce Backup – A Safety Measure for Your Data Treasure

On August 15, 2023, Salesforce shared the widespread availability of Salesforce Backup and Recovery, a native backup and restore solution meticulously crafted to ensure the security of customers’ invaluable data. Engineered for user-friendly operation, Salesforce Backup automatically generates backup copies of business data, allowing any organization to effortlessly restore data and recover from even the most challenging scenarios with just a few clicks. Salesforce Backup and Recovery The importance of this announcement lies in the understanding that a company’s security posture will inevitably be tested, and having an effective backup and recovery service can transform a potential crisis into a mere obstacle on the path to business continuity. In today’s digital and artificial intelligence (AI)-driven landscape, where data loss can lead to significant setbacks, a customer-controlled backup becomes a beacon of reliability and security. Marla Hay, Salesforce’s VP of Product Management, emphasized the critical role of backing up data in the era of generative AI technologies. She highlighted the importance of ensuring data is backed up and can be restored at the record level in case AI-utilized data is misconfigured or incorrectly synced. Salesforce Backup, equipped with a suite of powerful features, a user-friendly interface, and high-scale technology, empowers customers, IT leaders, and admins to promptly recover from data loss due to system failures, human error, and cyberattacks with minimal effort. Notable features of the generally available (GA) Salesforce Backup include customer-controlled backup policies, effortless data restoration, a simple point-and-click UI, encryption of backup data at rest and in transit, fine-grained logging, native controls within Salesforce infrastructure, and the ability to export data at the object level. For Admins For Salesforce Admins, Salesforce Backup was specifically designed to simplify their tasks, eliminating the need for custom coding and intricate integrations. As a managed package offering, it can be implemented in Core Sales, Service, and Platform orgs in as little as 10 minutes. Admins can configure backup policies with ease, enhancing efficiency and speed in safeguarding their org’s data. Salesforce’s commitment to platform robustness and user experience is evident in the streamlined and efficient design of Salesforce Backup, tailored to meet the needs of Salesforce Admins. Admins are encouraged to embrace this tool and redefine how they protect their organization’s Salesforce data and ensure business continuity. With Salesforce Backup now generally available since August 2023, interested individuals are invited to view Salesforce’s webinar on from August 29 to engage with product leaders and explore the capabilities of Salesforce Backup for data protection. For more information on adding Salesforce Backup to your org, contact Tectonic today. 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 Why Your Company Isn’t Like a Baseball Team Recently, Chris shared an excellent post about the new World Series Champion Houston Astros. In short, it was a reminder Read more Salesforce SOAP API Salesforce provides programmatic access to your org’s information using simple, powerful, and secure application programming interfaces (APIs). Before reading more Read more Types of Objects and Fields in Salesforce Salesforce relies heavily on objects, which serve as a fundamental component by offering a framework for data storage and integration Read more

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ORGanizer for Salesforce

ORGanizer for Salesforce

ORGanizer Chrome Extension: Your Dev/Admin Swiss Army Knife! The ORGanizer Chrome Extension is a powerful, all-in-one tool designed specifically for Salesforce Developers and Admins. Packed with an array of features, this extension is a must-have for anyone working in Salesforce, making it the ultimate Salesforce Chrome Extension! Key Features: Additional Information: With the ORGanizer Chrome Extension, managing multiple Salesforce orgs becomes a breeze. Set custom labels, colors, and quick links for each org to streamline your workflow and boost productivity. 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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Salesforce Einstein Commerce

Salesforce Einstein Commerce

Elevate Your Commerce Store Experience with Commerce Einstein Transform your commerce store with the advanced capabilities of Commerce Einstein, which includes features like Goals and Recommendations, the Commerce Concierge bot, Smart Promotions, and SEO-optimized meta tags. Salesforce Einstein Commerce, Enhance Store Performance with Goals and Recommendations Achieve key performance objectives for your store such as increased site conversion, higher site traffic, and greater average order value. Utilize an intuitive framework powered by AI recommendations to implement intelligent actions quickly and efficiently, facilitating the setup and growth of your store. Track progress with insights from Data Cloud. This feature is available for B2B Commerce and D2C Commerce in the Enterprise, Unlimited, and Developer editions. Access it through the Goals and Recommendations option in the Commerce App Navigation menu. Optimize Shopping Experience with the Commerce Concierge Bot Enhance the shopping experience by providing conversational product recommendations and reordering capabilities with the Commerce Concierge bot. Build a new bot using the Commerce Concierge template to connect your store to a new Einstein bot, or upgrade an existing bot with new Commerce Concierge bot blocks. This allows customers to authenticate, manage multiple accounts, reorder, and utilize Einstein’s generative AI features. Craft Intelligent Promotions with Einstein Create promotions effortlessly using Einstein and reliable data from Commerce Cloud. Employ natural language instructions and generative AI to quickly generate both simple and advanced promotions, making your promotional efforts smarter and more effective. Enhance SEO with Einstein Meta Tags Boost your SEO performance by using Einstein’s generative AI to create Page Title Tags and Page Meta Descriptions for products. This enriches search engines with relevant information, improving your store’s visibility. Alternatively, you can manually create and manage page meta tags through the SEO tab on a product record. Reduce Return Rates with Einstein Return Insights Analyze return reasons to refine product listings and minimize return rates. Einstein helps you identify up to 20 high return-rate products and provides analyzed and categorized return reasons, enabling you to make strategic improvements. Facilitate Product Discovery with AI-Powered Search (Generally Available) Improve your customers’ product discovery experience with Einstein semantic search. Using natural language processing, this feature interprets queries to deliver relevant results, accommodating synonyms, alternative spellings, typos, and more. For example, it matches terms like “couch” and “sofa” or “jumper” and “sweater,” aligning with the searcher’s intent. Enhance your commerce store with these innovative features from Commerce Einstein to drive growth, improve customer experience, and optimize operational efficiency. 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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salesforce einstein analytics and hospitality

Important Information for Spring ’24 Release

Your Salesforce org gets upgraded to Spring ’24 Release in about 1 Month. The time and date for your organization’s five-minute upgrade window is listed on status.salesforce.com. During the upgrade window, your users receive a message stating that the service is momentarily unavailable. When the service becomes available, your Salesforce org is on the Spring ’24. This reminder only applies to the upgrade of your production instance. For information on sandbox upgrades, see status.salesforce.com. Bookmark status.salesforce.com for easy reference to this information. Spring ’24 Release notes. Are you ready, Awesome Admins? It’s almost time for the Spring ’24 Salesforce Release! An essential part of every admin’s job is staying on top of the latest Salesforce Releases. Three times a year, Salesforce releases new features and updates to our technology, enabling users everywhere to take advantage of the latest and greatest that our platform has to offer! As an Awesome Admin, getting the benefits from these releases is made even easier by knowing the basics and best practices. December 20: Review the Release Notes Search the products you use for release updates in the Release Notes section of Salesforce Help. The notes will go live December 20and we will share the link here. Get help from the community! With each release, there are a number of blogs by community members who break it down. Check out the Release Readiness Trailblazer Community Group where you can continue to get updates, share your favorite features, and ask questions about the upcoming release. January 4 before 5 p.m. PT: Be sure to refresh your Sandbox Once you’ve explored the pre-release org and reviewed the Release Notes for features that are important to you, it’s time to try out features related to your customizations in your sandbox. This is a great time to evaluate how specific features may be useful or impact the way your organization uses Salesforce. During each release, there is a group of sandboxes slated to remain on the non-preview instance (i.e. the current release) while there is another group of sandboxes that will upgrade to the preview instance. Use the Salesforce Sandbox Preview Guide to determine the plan for your sandbox instance(s). Below are screenshots of the tool where you can search by sandbox instance and then specify what you want to do with your sandbox — stay on the non-preview or move to preview. It will then instruct you to refresh your sandbox to get to the desired instance or that there is no action needed because your sandbox is slated for the desired instance. 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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Salesforce data success

The Long and Winding Data Success Road

Long and Winding Data Success Road Fostering a Data-Driven Culture for Informed Decision-Making Enhancing trust in data goes beyond technical solutions; it hinges on cultivating a culture that instills confidence and fosters widespread adoption. Data culture, defined as the collective behaviors and beliefs of individuals who value, practice, and promote data usage for improved decision-making, empowers all members of an organization with insights to address complex business challenges. Key Insights: Redefining Data Governance for Trustworthiness Data governance extends beyond a mere set of rules and restrictions; strategically employed, it becomes a vital tool for reinforcing data trustworthiness. An impressive 85% of analytics and IT leaders use data governance to ensure and certify baseline data quality. It entails establishing rules or policies governing the collection, management, storage, measurement, and communication of information, setting parameters for data access, accuracy, privacy, security, and retention. Governance in Action: A Multi-Pronged Approach Defying Data Gravity Data gravity, the notion that accumulating large data volumes in a specific location or system attracts additional applications and services, poses challenges for data relocation. Leaders in analytics and IT adopt a multi-pronged approach, employing an average of 3.2 different strategies to counteract data gravity. Strategies to Mitigate Data Gravity: Like1 Related Posts CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Capture Initial Traffic Source With Google Analytics To ensure the proper sequencing of Tags, modify the Tag sequencing in the Google Analytics preview Tag settings. The custom Read more Snowflake and Salesforce with Embed Snowflake has deepened its partnership with investor Salesforce by introducing two tools that seamlessly connect their cloud-native systems. Snowflake and Read more

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Cloud Based Business Solutions

What Can’t Generative AI Do?

There is a tremendous amount of discussion about all the capabilities of generative AI, but once in a while it doesn’t hurt to look at the other side of the AI coin. The USC Library published a piece in October of 2023 that did just that. In addition to the identified limitations discussed below, generative AI may be susceptible to issues that have yet to be uncovered or fully grasped. Clearly we learn new things about it every day. What Can’t Generative AI do? Large language models (LLMs) are susceptible to “hallucinations,” producing fictional information presented as factual or accurate. This includes citations, publications, biographical details, and other data commonly used in research and academic papers. Furthermore, answers generated by LLMs may be incorrect, often presented as correct or authoritative. ChatGPT has been known to “make things up” when it’s last data load didn’t cover the time frame asked to generate content about. The fundamental structure of generative AI models, coupled with frequent updates, makes content reproduction challenging. This poses a significant challenge in research and academia, where reproducibility is crucial for establishing credibility. Generative AI models don’t function as databases of knowledge. Instead, they attempt to synthesize and replicate the information they were trained on. This complexity makes it exceptionally difficult to validate and properly attribute the sources of their content. Generative AI models have no reason to believe any information it has is inaccurate. When asked to tell me how the sky was purple, ChatGPT explained both why the daytime sky is normally blue and reasons from volcanic ash to pollution that it might “appear” purple. But when asked who owns Twitter, ChatGPT refers to it as a publicly traded entity as it’s last data load was prior to Elon Musk purchasing and renaming Twitter to X. Is the Data Up to Date? Many common generative AI tools lack internet connectivity and cannot update or verify the content they generate. Additionally, the nature of generative AI models, especially when provided with simple prompts, can lead to content that is overly simplistic, of low quality, or overly generic. When asked for the weather forecast, Chat GPT replied, “I’m sorry, but I don’t have the capability to provide real-time information, including current weather forecasts. Weather conditions can change rapidly, and it’s important to get the most up-to-date information from a reliable source.” Several generative AI models, including ChatGPT, are trained on data with cutoff dates. Thus resulting in outdated information or an inability to provide answers about current events. In some instances, the data cutoff date may not be explicitly communicated to the user. The capabilities of generative AI are obviously limited by outdated data. Data Privacy Precautions: Exercise extra caution when dealing with private, sensitive, or identifiable information, whether directly or indirectly, regardless of using a generative AI service or hosting your own model. While some generative AI tools permit users to set their data retention policies, many collect user prompts and data, presumably for training purposes. USC researchers, staff, and faculty should particularly avoid sharing student information (a potential FERPA violation), proprietary data, or other controlled/regulated information. Salesforce recognizes this. According to their news and insights page, companies are actively embracing generative AI to power business growth. Building trustworthy generative AI requires a firm foundation at the inception of AI development. Salesforce published an overview of their five guidelines for the ethical development of generative AI that builds on their Trusted AI Principles and AI Acceptable Use Policy. The guidelines focus on accuracy, safety, transparency, empowerment, and sustainability – helping Salesforce AI engineers create ethical generative AI from the start. Additional Considerations: Apart from providing direct access to generative AI tools, many companies are integrating generative AI functionality into existing products and application. Tools such as Google Workspace, Microsoft Office, Notion, and Adobe Photoshop to name a few. Extra care should be taken when using these tools for research and academic work. Be careful especially to avoid the use of auto-completion for sentences or generating text without explicit permission. When working with images or videos, clearly communicate and attribute the use of generative AI assistance. Detecting Generative AI: In an effort to counter undisclosed and inappropriate uses of generative AI content, many organizations are developing generative AI detectors. These tools use AI to flag content created by generative AI. However, these tools can be unreliable and have erroneously flagged student content as AI-generated when it was created by a human. Relying solely on these tools to identify the origin of an assignment or work is not advisable. I played with one such tool using content solely written by generative AI. Amazingly it received a 99% human generated score. I rewrote the content in my own words and the score dropped by 20%. In April 2023, Turnitin introduced a preview of their AI detection tool, available to USC instructors via the Turnitin Feedback Studio. When in doubt, professors should engage with their students to better understand if and how generative AI tools were used. This interaction provides an essential opportunity for both parties to discuss the nuances of the technology. Thereby they can address any questions or concerns. Determining how and when the capabilities of generative AI is useful for you, is not ever going to be a cut and dry process. By Shannan Hearne, Tectonic Salesforce Marketing Consultant Like1 Related Posts Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of

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Ready for GPT5

Ready for GPT5

Anticipating GPT-5: OpenAI’s Next Leap in Language Modeling Ready for GPT5-OpenAI’s recent advancements have sparked widespread speculation about the potential launch of GPT-5, the next iteration of their groundbreaking language model. This insight aims to explore the available information, analyze tweets from OpenAI officials, discuss potential features of GPT-5, and predict its release timeline. Additionally, it explores advancements in reasoning abilities, hardware considerations, and the evolving landscape of language models. Clues from OpenAI Officials Speculation around GPT-5 gained momentum with tweets from OpenAI’s President and Co-founder, Greg Brockman, and top researcher Jason Way. Brockman hinted at a full-scale training run, emphasizing the utilization of computing resources to maximize the model’s capabilities. Way’s tweet about the adrenaline rush of launching massive GPU training further fueled anticipation. Training Process and Red Teaming OpenAI typically follows a process of training smaller models before a full training run to gather insights. The red teaming network, responsible for safety testing, indicates that OpenAI is progressing towards evaluating GPT-5’s capabilities. The possibility of releasing checkpoints before the full model adds an interesting layer to the anticipation. Enhancements in Reasoning Abilities – Ready for GPT5 A key focus for GPT-5 is the incorporation of advanced reasoning capabilities. OpenAI aims to enable the model to lay out reasoning steps before solving a challenge, with internal or external checks on each step’s accuracy. This represents a significant shift towards enhancing the model’s reliability and reasoning prowess. Multimodal Capabilities GPT-5 is expected to further expand its multimodal capabilities, integrating text, images, audio, and potentially video. The goal is to create an operating system-like experience, where users interact with computers through a chat-based interface. OpenAI’s emphasis on gathering diverse data sources and reasoning data signifies their commitment to a holistic approach. Predictions on Model Size and Release Timeline Hardware CEO Gavin Uberti suggests that GPT-5 could have around 10 times the parameter count of GPT-4. Considering leaks indicating GPT-4’s parameter count of 1.5 to 1.8 trillion, GPT-5’s size is expected to be monumental. The article speculates on a potential release date, factoring in training time, safety testing, and potential checkpoints. Language Capabilities and Multilingual Data – Ready for GPT5 GPT-4’s surprising ability to understand unnatural scrambled text hints at the model’s language flexibility. The article discusses the likelihood of GPT-5 having improved multilingual capabilities, considering OpenAI’s data partnerships and emphasis on language diversity. Closing Thoughts Predictions about GPT-5’s exact capabilities remain speculative until the model is trained and unveiled. OpenAI’s commitment to pushing the boundaries of AI, surprises in AI development, and potential industry-defining products contribute to the excitement surrounding GPT-5. 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 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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