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on Nonprofit Cloud

Mark Becker on Nonprofit Cloud

In May 2023, Salesforce released a new CRM offering called the Nonprofit Cloud. Since then, Salesforce has continued to roll out new products and functionality within Nonprofit Cloud. This article originally appeared in Nonprofit Pro. If your nonprofit uses the Salesforce Nonprofit Success Pack (NPSP) or is considering a move to the Nonprofit Cloud, you might be interested in learning more about it and how it’s being adopted in the sector. Let’s take a look at some key points about Salesforce Nonprofit Cloud. A Brief History of Salesforce NPSP and Nonprofit Cloud Salesforce has provided technology for nonprofits for the past 20 years. During this time, there have been multiple solutions for organizations developed for or by Salesforce. Related story: What to Know About Constituent Relationship Management System for Nonprofits For the past 15 years or so, Salesforce’s prominent solution for nonprofits has been NPSP, originally called Nonprofit Starter Pack. Today, tens of thousands of nonprofits use NPSP for their CRM system and fundraising needs. Some Differences Between Salesforce NPSP and Nonprofit Cloud Without getting too techy about the differences between Salesforce NPSP and Nonprofit Cloud, here’s a simple overview. NPSP is what many call a “managed” package. It’s built on top of the Salesforce platform as a sort of product that is installed in a nonprofit’s Salesforce environment. It’s primarily used by nonprofits for fundraising and CRM. Nonprofits using NPSP have often added other managed packages, such as Volunteers for Salesforce and the Program Management Module, to address other needs while staying within the Salesforce environment. The Nonprofit Cloud, on the other hand, is built into the Salesforce platform. It’s not a managed product, which means it’s not a “product” installed in the Salesforce environment. Instead, it’s part of the platform itself. This approach provides nonprofit-specific features without the need to go through an installation process. But it’s important to note that Nonprofit Cloud still must be customized for each organization’s needs, which may include setup, data migration, testing, and training. Another difference between NPSP and Nonprofit Cloud is Salesforce’s investment. While Salesforce continues to sell and support NPSP, most of the new features and functionality they’re rolling out are within Nonprofit Cloud. Adoption of the Salesforce Nonprofit Cloud in the Sector It’s not clear exactly how many nonprofits have moved or are moving to Nonprofit Cloud. But a recent study about Salesforce Nonprofit Cloud implementations from Watt Hamlett Consulting sheds some light on the adoption of the Salesforce offering. A few key highlights from the study of Salesforce consultants include: The report estimates that there are likely a few hundred Nonprofit Cloud projects in progress or completed, and 75 or more firms with some experience with it. So, it seems fair to say that while it’s still early days with Nonprofit Cloud, there are nonprofits becoming early adopters of the offering, there are Salesforce consultants that are gaining experience with Nonprofit Cloud implementations and many consultants consider themselves willing and ready to take on Nonprofit Cloud projects. Tips for Moving Forward With Salesforce Offerings for Nonprofits If your organization uses Salesforce NPSP or is considering moving to Salesforce, there’s not a one-size-fits-all answer to whether you should adopt the Nonprofit Cloud at this time. In some cases, it might make sense to stay on NPSP. In others, it might make sense to move to or start out with some elements of Nonprofit Cloud. However, here are some tips to help you take the next steps as you consider using Salesforce solutions for your nonprofit. Stay Informed Salesforce continues to roll out new products, features, and functionality within Nonprofit Cloud. To stay current, it’s worthwhile to watch for announcements and product roadmaps from Salesforce. Think Ahead It’s important to think about your long-term technology plan when deciding whether to adopt the Nonprofit Cloud or choose/stay with NPSP. Consider your organization’s current technology systems and organizational goals for the next three to five years as you weigh your decision. Consider the Pros and Cons Staying on or starting out with NPSP might seem like a safe choice. Thousands of nonprofits are still using the solution, and Salesforce is continuing to support it. However, the focus for Salesforce appears to be around Nonprofit Cloud, so NPSP might not receive much innovation in the future. Plus, if you are already using NPSP and the apps you use with NPSP don’t work within Nonprofit Cloud, then you might want to stay on NPSP until you have a more comprehensive plan for moving to the Nonprofit Cloud. On the flip side, if you were to move to the new Nonprofit Cloud, you would gain the benefits of an ongoing stream of new features and functionality from Salesforce. But you would be an early adopter, which can come with its own challenges, including a low number of customer references and Salesforce consultants with minimal experience working with the solution. And until Salesforce consultants have more experience, the complexity and cost of Nonprofit Cloud implementations could be higher than NPSP. Get Expert Help There are a lot of considerations when it comes to understanding the pros and cons of adopting new technology. It can be extremely helpful to work with a technology consulting firm to assess your organization’s needs and find the right solution for your nonprofit. Mark BeckerAuthor’s page Mark founded Cathexis Partners in 2008 to help nonprofit organizations get the most from their existing technology tools, implement new technology to address gaps and find the best overall approach to using technology to support their missions. He previously served as director of IT consulting at a fundraising event production company focused on nonprofits. Mark also serves on the editorial advisory board for NonProfit PRO, where he contributes monthly to his blog, “Nonprofit Tech Matters.” 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

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Alation Strengthens Data Cloud

Alation Strengthens Data Cloud

REDWOOD CITY, Calif., Sept. 10, 2024 (GLOBE NEWSWIRE) — Alation Inc., the data intelligence company, today announced a partnership with Salesforce (NYSE: CRM) to deliver trusted, governed data across the enterprise. Alation provides a bidirectional integration that seamlessly delivers data governance and end-to-end lineage within Salesforce Data Cloud, enabling organizations to harness the power of metadata for faster, more confident decision-making while maximizing the impact of their AI initiatives. Salesforce Data Cloud powers real-time insights and decision-making, driving new customer experiences and growth. Quality results depend on trusted data; poor data governance can surface untrustworthy or outdated data, providing an incomplete picture and weakening the insights derived by AI models. According to Salesforce, nearly 60% of AI users struggle to achieve desired outcomes, with over half distrusting the data used in AI systems. Accurate, compliant, and easily discoverable data is critical for building trust in data and AI initiatives. The partnership allows organizations to extend their Alation investment across the Salesforce ecosystem, ensuring data integrity and reliability. Essential metadata—such as tags, governance policies, and data quality indicators—from 100+ data sources can be directly viewed in Data Cloud, providing a unified 360-degree view of data governance, usage, and compliance. For example, organizations can now automatically apply data quality indicators and governance policies to customer and sales data, ensuring AI segmentation models are accurate and compliant, reducing errors, and improving targeting. “Businesses are eager to adopt AI initiatives, but doing so securely and at scale requires robust governance frameworks,” said Gabrielle Tao, SVP of Product Management at Salesforce. “The seamless integration between Alation’s enterprise-class data governance capabilities and lineage insights, and Salesforce Data Cloud’s granular C360 security and trusted AI-based multi-modal data processing behind assisted and autonomous Agentforce, offers our joint customers a bi-directional metadata exchange, enabling users to leverage the unique strengths of each platform. Together, we empower customers to govern their data at high scale, with greater precision and automation, enabling them to confidently drive AI-powered innovations while ensuring data security, compliance, and consistency across their operations.” “Organizations today are drowning in data and pouring significant resources into AI initiatives, yet they struggle to deliver business value quickly due to the sheer complexity and volume of data from countless sources,” said Satyen Sangani, CEO and co-founder at Alation “Our partnership with Salesforce positions Alation as the go-to platform to baseline trust in Data Cloud. We’re cutting through the noise, empowering organizations to deliver reliable and high-value AI agents, drive product innovation, and optimize business operations.” Together, Alation and Salesforce empower organizations to transform their data into a competitive advantage, driving improved outcomes with trusted, actionable insights through: Join Jonathan Bruce, VP of Strategic Customer Advocacy at Alation, and Upwan Chachra, Senior Director of Product Management at Salesforce, at Dreamforce 2024 for the session, “Integrate Data Cloud into Your Data Governance Strategy,” on Wednesday, September 18, 2024, from 11:30 AM to 11:50 AM PDT at the Moscone West, L2, Data Cloud Theater. Discover how data governance powers data and AI strategies by enabling business users to find key datasets and ensuring IT compliance. To learn more, read the blog “Alation Launches Salesforce Connector to Enhance Data Trust.” About AlationAlation is the data intelligence company. Nearly 600 global enterprises — including 40% of the Fortune 100 — rely on Alation to realize value from their data and AI initiatives. Customers such as Cisco, DocuSign, Nasdaq, Pfizer, and Samsung trust Alation’s platform for self-service analytics, cloud transformation, data governance, and AI-ready data, fostering data-driven innovation at scale. Headquartered in Redwood City, California, Alation has been recognized five times by Inc. Magazine as one of the Best Workplaces. To learn more, visit www.alation.com.  Alation Strengthens Data Cloud Like 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 Salesforce Service Cloud Question-to-Case Explained The Salesforce Service Cloud Question-to-Case feature streamlines the process for moderators to create cases from questions in Chatter, facilitating the 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

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Boostr and Salesforce

Boostr and Salesforce

Boostr’s Automated OMS and Salesforce Media Cloud Aim to Deliver an AI-Powered Full-Service Advertising Management Solution NEW YORK, Sept. 12, 2024 /PRNewswire-PRWeb/ — Boostr, a leading advertising management platform for media companies, today announced that it’s teaming up with Salesforce, the #1 AI CRM, on a new integration that aims to transform the way media and entertainment companies manage their customer data and streamlines advertising sales operations. By integrating Boostr’s Order Management System (OMS) directly with Salesforce’s Media Cloud, together, the companies will provide mutual customers with faster time to value, better ROI, and more efficient ad campaign execution. Boostr’s OMS is reshaping media operations from proposal generation through planning, buying, reconciliation, and billing. By providing AI-powered proposal recommendations with Proposal-IQ, real-time inventory visibility, and more than 50 out-of-the-box workflow automations, Boostr’s OMS streamlines media operations for Ad Sales and Ad Ops teams. The goal of the collaboration is to provide mutual customers with a comprehensive end-to-end advertising sales solution for media companies of all sizes, including broadcasters selling across linear TV, digital, and streaming inventory, as well as retail media networks and digital publishers managing multiple sales channels. It will eliminate dual data entry by automating the opportunity-to-order process, providing delivery data back to Media Cloud and keep all master data in sync automatically across both platforms. “We’re excited to collaborate with Boostr to offer media & entertainment companies a comprehensive platform to help their teams simplify and automate converged advertising operations.” – Christopher Dean, SVP and GM for Communications, Media & Entertainment at Salesforce.Post this “We are thrilled to integrate with Salesforce’s Media Cloud on behalf of our mutual customers,” said Patrick O’Leary, CEO of Boostr. “This integration is a significant upgrade as Media Cloud and Boostr’s data model are highly aligned resulting in a more turnkey, faster time to value solution.” “In today’s increasingly fragmented advertising ecosystem, media and entertainment companies are looking to automate advertising sales and campaign management processes to enhance operational efficiency across their monetization streams,” said Christopher Dean, SVP and GM for Communications, Media & Entertainment at Salesforce. “We’re excited to collaborate with Boostr to offer media & entertainment companies a comprehensive platform to help their teams simplify and automate converged advertising operations.” For more information, please visit: http://www.boostr.com. Salesforce, Media Cloud, and others are trademarks of Salesforce, inc. *Disclaimer: Any unreleased services or features referenced here aren’t currently available and may not be delivered on time or at all. Customers should make their purchase decisions based upon features that are currently available. About Boostr:Boostr is the leading provider of advertising management platforms for publishers and media companies. Boostr’s unified platform streamlines sales, finance, ad ops, and RevOps workflows, enabling businesses to close deals faster, automate tasks, and gain real-time financial transparency. For more information about Boostr, go to http://www.boostr.com. 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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Outlook Offline Access

Outlook Offline Access

The upcoming Outlook app update will introduce offline access, allowing users to open the app without needing an internet connection, a feature previously unavailable. Offline access was limited to instances where the app was already running and lost its connection. Additionally, starting this December, the app will automatically synchronize calendars when transitioning between the classic and new versions of Outlook. Outlook Offline Access. Teams is also receiving several enhancements. In November, Android and iOS users will benefit from a new video feature called Cloud IntelliFrame. This technology improves the visibility of participants during video meetings by optimizing video framing, and will be available for mobile users joining meetings with Teams Rooms on Windows. For Teams users on laptops, Microsoft is introducing a feature that simplifies the use of shared meeting room devices. When a user connects their laptop to a Teams meeting room via USB, the tool will automatically detect the room’s audio settings. A pre-join screen will then prompt the user to connect, enhancing the BYOD (Bring Your Own Device) experience. This functionality supports various meeting room devices, such as screens and audio equipment, provided they are on a Microsoft-supported list. Mac users will also see improvements in Teams next month with Microsoft Edge. If Edge is set as the default browser and the feature is activated, web links from the Teams app will automatically open in the same profile used to log into Teams. This streamlines the process by eliminating the need for additional logins, making it quicker to access links from chats, channels, and other areas. Administrators can control this functionality through the “Choose Which Browser Opens Web Links” policy in Microsoft 365. Additionally, several new features for Microsoft 365, including updates to Microsoft Viva and SharePoint, will be rolling out soon. 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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Challenges for Rural Healthcare Providers

Challenges for Rural Healthcare Providers

Rural healthcare providers have long grappled with challenges due to their geographic isolation and limited financial resources. The advent of digital health transformation, however, has introduced a new set of IT-related obstacles for these providers. EHR Adoption and New IT Challenges While federal legislation has successfully promoted Electronic Health Record (EHR) adoption across both rural and urban healthcare organizations, implementing an EHR system is only one component of a comprehensive health IT strategy. Rural healthcare facilities encounter numerous IT barriers, including inadequate infrastructure, interoperability issues, constrained resources, workforce shortages, and data security concerns. Limited Broadband Access Broadband connectivity is essential for leveraging health IT effectively. However, there is a significant disparity in broadband access between rural and urban areas. According to a Federal Communications Commission (FCC) report, approximately 96% of the U.S. population had access to broadband at the FCC’s minimum speed benchmark in 2019, compared to just 73.6% of rural Americans. The lack of broadband infrastructure hampers rural organizations’ ability to utilize IT features that enhance care delivery, such as electronic health information exchange (HIE) and virtual care. Rural facilities, in particular, rely heavily on HIE and telehealth to bridge gaps in their services. For instance, HIE facilitates data sharing between smaller ambulatory centers and larger academic medical centers, while telehealth allows rural clinicians to consult with specialists in urban centers. Additionally, telehealth can help patients in rural areas avoid long travel distances for care. However, without adequate broadband access, these services remain impractical. Despite persistent disparities, the rural-urban broadband gap has narrowed in recent years. Data from the FCC indicates that since 2016, the number of people in rural areas without access to 25/3 Mbps service has decreased by more than 46%. Various programs, including the FCC’s Rural Health Care Program and USDA funding initiatives, aim to expand broadband access in rural regions. Interoperability Challenges While HIE adoption is rising nationally, rural healthcare organizations lag behind their urban counterparts in terms of interoperability capabilities, as noted in a 2023 GAO report. Data from a 2021 American Hospital Association survey revealed that rural hospitals are less likely to engage in national or regional HIE networks compared to medium and large hospitals. Rural providers often lack the economic and technological resources to participate in electronic HIE networks, leading them to rely on manual data exchange methods such as fax or mail. Additionally, rural providers are less likely to join EHR vendor networks for data exchange, partly due to the fact that they often use different systems from those in other local settings, complicating health data exchange. Federal initiatives like TEFCA aim to improve interoperability through a network of networks approach, allowing organizations to connect to multiple HIEs through a single connection. However, TEFCA’s voluntary participation model and persistent barriers such as IT staffing shortages and broadband gaps still pose challenges for rural providers. Financial Constraints Rural hospitals often operate with slim profit margins due to lower patient volumes and higher rates of uninsured or underinsured patients. The financial strain is exacerbated by declining Medicare and Medicaid reimbursements. According to KFF, the median operating margin for rural hospitals was 1.5% in 2019, compared to 5.2% for other hospitals. With limited budgets, rural healthcare organizations struggle to invest in advanced health IT systems and the necessary training and maintenance. Many small rural hospitals are turning to cloud-based EHR platforms as a cost-effective solution. Cloud-based EHRs reduce the need for substantial upfront hardware investments and offer monthly subscription fees, some as low as $100 per month. Workforce Challenges The healthcare sector is facing widespread staff shortages, including a lack of skilled health IT professionals. Rural areas are disproportionately affected by these shortages. An insufficient number of IT specialists can impede the adoption and effective use of health IT in these regions. To address workforce gaps, the ONC suggests strategies such as cross-training multiple staff members in health IT functions and offering additional training opportunities. Some networks, like OCHIN, have secured grants to develop workforce programs, but limited broadband access can hinder participation in virtual training programs, highlighting the need for expanded broadband infrastructure. Data Security Concerns Healthcare data breaches have surged, with a 256% increase in large breaches reported to the Office for Civil Rights (OCR) over the past five years. Rural healthcare organizations, often operating with constrained budgets, may lack the resources and staff to implement robust data security measures, leaving them vulnerable to cyber threats. A cyberattack on a rural healthcare organization can disrupt patient care, as patients may need to travel significant distances to reach alternative facilities. To address cybersecurity challenges, recent legislative efforts like the Rural Hospital Cybersecurity Enhancement Act aim to develop comprehensive strategies for rural hospital cybersecurity and provide educational resources for staff training. In the interim, rural healthcare organizations can use free resources such as the Health Industry Cybersecurity Practices (HICP) publication to guide their cybersecurity strategies, including recommendations for managing vulnerabilities and protecting email systems. Does your practice need help meeting these challenges? Contact Tectonic today. 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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Introhive Relationship Intelligence Platform

Introhive Relationship Intelligence Platform

FREDERICTON, New Brunswick, September 12, 2024 – Introhive, the leading Relationship Intelligence platform, today announced that it is enabling its market leading, AI-Powered Relationship Intelligence for Salesforce Data Cloud empowering clients to understand in real-time the Relationship Intelligence associated with sales Opportunities Bringing Salesforce Data Cloud and AI together for enhanced insights Introhive’s integration brings the Customer 360 vision to life by providing a unified and enriched view of contact and relationship data, enabling organizations to derive advanced insights by overlaying their existing sales opportunities. As a leader in relationship intelligence and CRM data automation, Introhive provides unmatched data accuracy, ensuring reliable insights and actions from Data Cloud applications and AI tools like Salesforce Einstein Copilot. By transforming relationship data into actionable insights, organizations are empowered to make critical business decisions with confidence and turn connections into tangible business value. Enhanced decision-making with Salesforce Data Cloud “Our Relationship Intelligence capability for Salesforce Data Cloud enhances the solution we offer our clients and elevates Introhive’s role as a top-tier Data Ecosystem Partner on the Salesforce platform,” said Lee Blakemore, CEO of Introhive. “Clients will now enjoy all the benefits of Introhive’s Data Share, enhanced by Salesforce’s powerful platform, ensuring real-time access to trusted relationship data. This combination empowers firms to make critical business decisions with confidence and precision.” Lightning Web Components boost Salesforce Data Cloud integration To further strengthen its Salesforce offering, Introhive announced the launch of Lightning Web Components that seamlessly integrate powerful relationship intelligence in users flow of work. This strategic addition elevates relationship intelligence in Salesforce by making insights more contextual, accessible, and actionable. The components dynamically surface relevant relationship data, top contacts, and interaction history directly within Salesforce pages. This allows users to take proactive steps in managing their relationships, resulting in improved productivity, enhanced client retention, and accelerated revenue growth – all without disrupting existing workflows. Addressing data challenges with Salesforce Data Cloud integration In today’s data-driven business environment, organizations rely heavily on analytics for decision-making, recognizing that the quality and timeliness of information are crucial for effective data-driven strategies. Yet, siloed data, information overload, and constant context switching often lead to missed critical relationship insights, impeding businesses from fully leveraging their relationship capital to drive growth, retention, and informed business decisions. Unlocking the full potential of relationship data with Salesforce Data Cloud The addition of Introhive’s lightning web components and Data Cloud integration address these challenges by transforming how businesses manage and activate their relationship data to fuel business insights and inform decision making. This includes identifying open opportunities based on relationship strength and leveraging the best connected individuals to target accounts for strategic decision making and warm introductions. “With our integration with Salesforce Data Cloud, we’re tackling a major challenge businesses face: fully unlocking the value of their relationship data,” said Leyla Samiee, Chief Product Officer at Introhive. “Our goal is to eliminate data silos that hinder organizations from obtaining crucial relationship insights. By consistently delivering clean, reliable data, we’ve been leading this charge. This new partnership takes our efforts further by enabling smooth integration of data and interactions across various systems that impact our clients’ goals. Our Lightning Web Components, now enhanced with machine intelligence, provide real-time, actionable insights more efficiently. Through our collaboration with Salesforce Data Cloud, these services are integrated with Salesforce’s interactive platforms, offering improved visibility into relationship strength and key connections. This empowers organizations to strategically engage with their most valuable accounts, fostering growth and maximizing their relationship capital.” Salesforce Data Cloud empowers growth across industries As Salesforce maintains its position as the global CRM leader, Introhive’s enhanced offering strategically empowers organizations across industries such as accounting, consulting, legal and commercial real estate, to fully capitalize on their collective relationship network to drive their business forward. For more information about Introhive’s Data Cloud integration and Lightning Web Components, visit our website. About Introhive Introhive is the leading Relationship Intelligence Platform that empowers professional services firms to dismantle silos, fuel their CRM, and activate relationship data to foster collaboration and increase revenue. Trusted by world-renowned brands, Introhive supports over 750,000 users in 90+ countries. With offices in the US, Canada, and the UK, we’re committed to helping businesses optimize their revenue opportunities. Learn more at www.introhive.com. 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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Generative AI is Not AI

Generative AI is Not AI

Generative AI (GenAI) has become a powerhouse in today’s technology landscape. From boardrooms to startups, everyone is eager to label their products and services as “Powered by AI.” But the real question is: how much value is it truly adding? A common misconception is that GenAI equates to AI as a whole. In reality, AI is a vast field, encompassing numerous approaches suited to different challenges. GenAI is just one piece of that puzzle—powerful, yet not always the ideal tool for every task. Gartner’s article, When Not to Use Generative AI, illustrates this perfectly. GenAI shines in generating content and driving conversations. It also performs well in tasks like classification and recommendation systems. However, when it comes to decision-making or predictions, GenAI’s capabilities are less robust. So why all the hype around GenAI? Its appeal lies in its ability to produce high-quality, distinctive results effortlessly. With APIs from companies like OpenAI, integrating these models into existing systems has become straightforward. Tools like Semantic Kernel and LangChain make it possible to add AI to software with just a few lines of code. But while integrating GenAI is easy, using it effectively is a different challenge. Mastering prompt engineering, managing token usage, and potentially incorporating Retrieval-Augmented Generation (RAG) are essential skills. Fine-tuning the model is another option, but it comes with risks. In some cases, fine-tuning can cause the model to “forget” its base learning, leading to incorrect results. Cost is another significant concern—not just in financial terms, but also latency and environmental impact, which is often overlooked. Even if everything goes smoothly, there’s no guarantee that GenAI will be flawless. One major drawback is its tendency to hallucinate, a problem that persists despite improvements in newer models. It can be frustrating when GenAI is misused for deterministic tasks. Simple if-else statements are often replaced with GenAI-driven decision-making, which can lead to over-engineering. Adding GenAI just to claim the use of AI isn’t a practical solution. According to another Gartner report, 30% of Generative AI Projects Will Be Abandoned After Proof of Concept by the End of 2025, a significant portion of GenAI projects are expected to fail. This outcome isn’t surprising, as many organizations rush to incorporate GenAI without fully understanding its value. While there’s no shortage of articles praising GenAI, it’s important to recognize the limitations. AI critic Gary Marcus highlights these challenges in his article, Why the Collapse of the Generative AI Bubble is Inevitable. That said, there’s no denying the transformative power of GenAI. Many projects have seen tremendous success with its implementation. For instance, GitHub Copilot has been a game-changer for productivity in coding environments. However, it’s essential not to become overly reliant on any single AI technique. AI methods can complement each other. Combining GenAI with other machine learning models can improve accuracy, transparency, and performance, while reducing costs and data requirements. For instance, pairing GenAI with non-generative machine learning models can enhance segmentation and classification tasks, and integrating it with optimization techniques can improve enterprise search. The potential for these combinations is vast, offering innovative solutions across sectors, including healthcare. By leveraging multiple AI approaches, businesses can overcome the limitations of any one technique. Ongoing research is continually improving GenAI, and the future holds exciting prospects. However, it’s crucial for businesses to carefully evaluate their needs before selecting any AI technology and assess the actual value it adds. In some cases, GenAI is a game-changer; in others, it falls short. The key is to weigh the pros and cons for each specific scenario and avoid being swept up in market trends. No single technology is a universal solution to every problem. 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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AI-Driven Chatbots in Education

AI-Driven Chatbots in Education

As AI-driven chatbots enter college courses, the potential to offer students 24/7 support is game-changing. However, there’s a critical caveat: when we customize chatbots by uploading documents, we don’t just add knowledge — we introduce biases. The documents we choose influence chatbot responses, subtly shaping how students interact with course material and, ultimately, how they think. So, how can we ensure that AI chatbots promote critical thinking rather than merely serving to reinforce our own viewpoints? How Course Chatbots Differ from Administrative Chatbots Chatbot teaching assistants have been around for some time in education, but low-cost access to large language models (LLMs) and accessible tools now make it easy for instructors to create customized course chatbots. Unlike chatbots used in administrative settings that rely on a defined “ground truth” (e.g., policy), educational chatbots often cover nuanced and debated topics. While instructors typically bring specific theories or perspectives to the table, a chatbot trained with tailored content can either reinforce a single view or introduce a range of academic perspectives. With tools like ChatGPT, Claude, Gemini, or Copilot, instructors can upload specific documents to fine-tune chatbot responses. This customization allows a chatbot to provide nuanced responses, often aligned with course-specific materials. But, unlike administrative chatbots that reference well-defined facts, course chatbots require ethical responsibility due to the subjective nature of academic content. Curating Content for Classroom Chatbots Having a 24/7 teaching assistant can be a powerful resource, and today’s tools make it easy to upload course documents and adapt LLMs to specific curricula. Options like OpenAI’s GPT Assistant, IBL’s AI Mentor, and Druid’s Conversational AI allow instructors to shape the knowledge base of course-specific chatbots. However, curating documents goes beyond technical ease — the content chosen affects not only what students learn but also how they think. The documents you select will significantly shape, though not dictate, chatbot responses. Combined with the LLM’s base model, chatbot instructions, and the conversation context, the curated content influences chatbot output — for better or worse — depending on your instructional goals. Curating for Critical Thinking vs. Reinforcing Bias A key educational principle is teaching students “how to think, not what to think.” However, some educators may, even inadvertently, lean toward dictating specific viewpoints when curating content. It’s critical to recognize the potential for biases that could influence students’ engagement with the material. Here are some common biases to be mindful of when curating chatbot content: While this list isn’t exhaustive, it highlights the complexities of curating content for educational chatbots. It’s important to recognize that adding data shifts — not erases — inherent biases in the LLM’s responses. Few academic disciplines offer a single, undisputed “truth.” AI-Driven Chatbots in Education. Tips for Ethical and Thoughtful Chatbot Curation Here are some practical tips to help you create an ethically balanced course chatbot: This approach helps prevent a chatbot from merely reflecting a single perspective, instead guiding students toward a broader understanding of the material. Ethical Obligations As educators, our ethical obligations extend to ensuring transparency about curated materials and explaining our selection choices. If some documents represent what you consider “ground truth” (e.g., on climate change), it’s still crucial to include alternative views and equip students to evaluate the chatbot’s outputs critically. Equity Customizing chatbots for educational use is powerful but requires deliberate consideration of potential biases. By curating diverse perspectives, being transparent in choices, and refining chatbot content, instructors can foster critical thinking and more meaningful student engagement. AI-Driven Chatbots in Education AI-powered chatbots are interactive tools that can help educational institutions streamline communication and improve the learning experience. They can be used for a variety of purposes, including: Some examples of AI chatbots in education include: While AI chatbots can be a strategic move for educational institutions, it’s important to balance innovation with the privacy and security of student data.  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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Salesforce Healthcare and AI

Salesforce Healthcare and AI

The Healthcare Industry’s Digital Transformation: An Opportunity Unveiled – Salesforce Healthcare and AI Historically, the healthcare sector has lagged behind in technology adoption, particularly software. It consistently invests less in IT and software compared to other industries, relying heavily on manual processes and outdated tools like faxes and phone calls. Unlike other sectors where platforms like Salesforce, Slack, JIRA, and Notion dominate, healthcare has yet to see similar technological integration. Salesforce Healthcare and AI Future While this low adoption of software has previously been seen as a drawback, it now presents a significant opportunity. Unlike industries burdened by extensive investments in legacy systems, healthcare is not encumbered by sunk costs. This freedom allows it to embrace cutting-edge AI innovations without the hesitation of overhauling existing, expensive software infrastructures. Addressing the Staffing Crisis The healthcare industry is grappling with a severe staffing crisis, with a shortfall of over 100,000 doctors and nurses projected over the next five years. The increasing complexity of medical care, driven by advancements in diagnostics, continuous monitoring, and new treatments, contributes to an overwhelming amount of information for clinicians. To manage this, healthcare requires new tools capable of processing complex data in real-time to support critical decisions for an aging population with more complex health needs. The most valuable asset in healthcare is clinical judgment, which is currently exclusive to human practitioners. A major challenge is to extend this clinical judgment beyond the existing workforce and physical locations, making it accessible to all who need it. Additionally, ensuring that every clinician performs at the highest level is crucial. The Role of Administrative and Clinical AI Administrative AI is essential for reducing the overhead of healthcare delivery, allowing for better resource management and efficiency. Clinical AI products, though challenging to develop due to their high-stakes nature, are uniquely positioned to address these needs. They must integrate seamlessly into existing environments, adding a layer of sophistication to healthcare processes. Regulatory Advantages for Clinical AI One of healthcare’s advantages in adopting AI is its well-established regulatory framework. The FDA has approved numerous clinical AI products and is developing processes to keep pace with advancements in machine learning and generative AI. This rigorous approval process ensures that only the most reliable and clinically sound products make it to market, creating a higher barrier to entry but also a stronger competitive advantage for those that succeed. The Scale of Opportunity The healthcare industry is a massive $4 trillion+ market, predominantly driven by human labor rather than technology. Historically, enterprise software companies have struggled to penetrate this sector, as IT budgets represent just 3.5% of revenue—less than half of that in financial services. However, with AI tools advancing rapidly, they are increasingly seen as “AI staff” rather than mere software. This shift opens up opportunities not just in software but in transforming service delivery, potentially disrupting a market valued in trillions rather than billions. The scale of this opportunity far exceeds past software ventures, as reflected in the significant capital and valuations flowing into AI-driven healthcare companies. Whether you’re launching a new clinic, developing infrastructure for the healthcare system, or creating innovative payment or insurance models, now is an unprecedented time to enter the healthcare space. The transformative power of AI is poised to redefine how healthcare companies are built, scaled, and brought to market. 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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Oracle Fusion Cloud

Oracle Fusion Cloud

Oracle has unveiled over 50 role-based AI agents in the Oracle Fusion Cloud Applications Suite as of Wednesday. This suite offers a range of applications designed to help enterprises manage various functions. The newly introduced AI agents aim to assist employees and managers by automating business processes. According to Oracle executives at the CloudWorld 2024 conference in Las Vegas, these agents are tailored to improve efficiency across different functions. In Oracle Fusion Cloud Human Capital Management, the AI agents support shift scheduling, assist with hiring, manage requests to fill or create new positions, and help employees understand their benefits. In Oracle Fusion Cloud Supply Chain, Manufacturing AI Agents provide contextual insights and recommendations for handling order requests and suggest maintenance and repair actions for various assets. The AI agents within Oracle Fusion Cloud Customer Experience assist with planning and research tasks, automate contract workflow and approval processes, and facilitate communication with sales representatives. Oracle has yet to announce the release date for these AI agents. The Next Stage of GenAIThe introduction of AI agents represents an evolution of generative AI, moving beyond chatbots to technology that performs tasks autonomously. “These AI agents are engineered to automate routine tasks and offer personalized insights and recommendations,” noted Sid Nag, Gartner Research analyst. This development underscores a shift in the generative AI market from ideation to practical implementation. “These are very pragmatic and practical ideas,” said Mark Beccue, an analyst at TechTarget’s Enterprise Strategy Group. “It’s a use case we’ve been anticipating, where AI helps complete tasks effectively.” Oracle’s AI Agents for its Fusion Cloud Applications Suite align with the vision for enterprise software vendors, Beccue added. ServiceNow AI AgentsOracle is not alone in embedding AI agents into business applications. On September 10, ServiceNow announced plans to integrate agentic workflows into its platform. The initial AI Agent applications from ServiceNow will focus on Customer Service Management and IT Service Management. These agents are designed to identify and resolve issues independently while still being overseen by human operators. ServiceNow’s AI Agents are expected to launch in November 2024 as part of a limited release. The company also introduced the Now Assist Skill Kit, enabling enterprises to develop custom generative AI skills tailored to specific business needs. Single Task vs. Multitask AgentsA key consideration with AI agents is whether they can handle single tasks or multitask across multiple applications. Mark Beccue suggests that the ability to perform tasks across various applications could lead to a new user interface where AI agents manage tasks seamlessly across different systems. “It’s a vision for the future of AI agents,” Beccue remarked. It remains to be seen how these AI agents will address industry-specific regulations and compliance requirements, particularly in highly regulated sectors such as finance. Additional AI FeaturesOracle has also introduced new AI capabilities in other applications. Oracle Cloud ERP now includes predictive cash forecasting, narrative reporting, and automated transaction records within Oracle Fusion Cloud Sustainability. In Oracle Cloud CX, new features include assisted authoring to help sales teams engage buyers with AI-generated content and advanced AI capabilities in Oracle CX Unity for detecting signals based on role, title, and topic engagement. 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 Org Merge Risks

Salesforce Org Merge Risks

Managing Multiple Salesforce Instances: Challenges and Solutions For growing enterprises, managing multiple Salesforce instances can be a significant challenge. Each instance may house critical business data and processes, which often need to be consolidated, particularly during mergers, acquisitions, or different stages of Salesforce adoption. This consolidation is essential to reduce operating costs and enhance efficiency. Salesforce Org Merge Risks. Salesforce Org Merge Risks Overview Salesforce consolidation involves merging several instances into a single Salesforce organization. This process aims to improve operational efficiency, data visibility, and process standardization while minimizing the total cost of ownership. It may require setting up a new Salesforce organization to facilitate the merger. Typical Salesforce Consolidation Plan A comprehensive consolidation plan typically includes the following steps: Complexity and Benefits of Salesforce Consolidation While Salesforce consolidation offers significant benefits, such as improved efficiency and reduced costs, it is a complex process requiring careful planning and execution. Many companies partner with Salesforce experts, like Tectonic, to navigate the intricacies of consolidation successfully. Salesforce Org Merge Risks Risk 1: Under-Scoping Data Mapping, Migration, and Merging Risk 2: Overlooking Metrics, Measurements, and Reports Risk 3: Limiting Stakeholder Engagement and Change Management Conclusion While meticulous planning cannot guarantee a flawless Salesforce migration, it fosters communication among Salesforce, data, and business leaders, making challenges more manageable. Although managing and consolidating systems might seem straightforward, guiding people, processes, and data through the consolidation process is inherently complex and demanding. 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 and Tenyx

Salesforce and Tenyx

Salesforce has announced its acquisition of AI voice agent firm Tenyx, with the deal expected to close in the third quarter. While the financial terms have not been disclosed, Tenyx’s co-founders, CEO Itamar Arel and CTO Adam Earle, along with their team, will join Salesforce as part of the acquisition. This move comes after Salesforce, under pressure from activist investors, previously shifted away from acquisitions and increased its share buybacks following the dissolution of its mergers and acquisitions committee. However, the company is now pursuing strategic acquisitions to boost revenue growth. Conversational AI forthe Enterprise Tenyx Voice is an Interactive Virtual Agent (IVA) built from the ground up leveraging today’s modern AI stack. Built by a team with a proven track record in voice AI, and leveraging a unique core AI and voice platform, Tenyx promises to redefine customer interactions for the enterprise. Tenyx Voice is an Interactive Virtual Agent (IVA) built from the ground up leveraging today’s modern AI stack. Built by a team with a proven track record in voice AI, and leveraging a unique core AI and voice platform, Tenyx promises to redefine customer interactions for the enterprise. Industries and Use Cases If 2023 was the year of large language models (LLMs), 2024 is shaping up to be the year of voice agents. When ChatGPT made waves globally, startups, tech firms, and entrepreneurs rushed to discover business use cases for the new technology. The ideal applications targeted tasks that are costly, time-consuming, and hard to scale. Voice agents and automated customer service systems quickly emerged as one of the most promising solutions. However, many companies deploying these systems aren’t fully considering their impact on customers. That’s why Tenyx is launching its inaugural Voice AI Consumer Report. We surveyed hundreds of Americans across different age groups, races, geographies, and genders to better understand their preferences and experiences with AI-powered voice agents. Here are the key findings: What this means: Frustrating Calls Hurt Your Brand Imagine calling customer service for a quick solution, only to be met by an automated voice agent that can’t understand your request or handle complex issues. It’s a common and frustrating experience. Our data shows that nearly 7 in 10 people express frustration or annoyance with today’s automated voice agents—sentiments that can severely damage customer loyalty and business outcomes. “Our report highlights a major disconnect between consumer expectations and the performance of current automated voice agents,” says Itamar Arel, CEO of Tenyx. “While these systems promise efficiency and cost savings, they often fall short when it comes to addressing consumers’ nuanced needs.” Incomplete AI Systems Drive Customer Churn Subpar AI systems are driving customers away. Two-thirds of respondents said they wouldn’t return to a company after a negative experience with its AI voice agent. In fact, 67% still prefer interacting with human agents over automated ones. Why? Current AI voice agents struggle with complex issues and fail to provide the empathy and problem-solving skills that human agents, or more advanced AI systems, offer. Selective Deployment and Industry-Specific Agents Matter Our data shows that consumers are more accepting of voice agents in certain industries than others. Sectors like healthcare, restaurants, and telecoms saw the highest satisfaction with AI voice agents, while airlines, banking, and hotels ranked the lowest. This highlights the importance of selective deployment and tailoring voice agents for specific industries to better meet customer needs. Looking Ahead: The Promise of Perfect Automation Despite the skepticism, there’s hope. Two-thirds of respondents indicated they’d embrace automated voice agents if these systems could match the performance of human agents. This is exactly what we’re working on at Tenyx—building scalable, reliable AI agents that serve businesses and customers globally. “As leaders in voice AI technology, Tenyx is dedicated to closing the gap between consumer expectations and technological capabilities,” Arel says. “Our mission is to equip businesses with AI solutions that not only streamline operations but also boost customer satisfaction.” 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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Should AI Bug Us?

Should AI Bug Us?

Today marks the 77th anniversary of the first computer bug, which occurred when a moth became lodged in the 25-ton Harvard Mark II. The incident led programmer Grace Hopper to file what is now recognized as the first bug report. Wait, you weren’t even alive yet? Which begs the question. Should AI Bug Us? If asked what the most popular topic on the internet is today, one might confidently answer: AI. This year has seen a variety of perspectives on the subject. Data scientist Stephanie Kirmer reminded readers that generative AI still hasn’t become profitable. Margaret Efron highlighted words that give away AI-generated content (such as the overuse of “robust”). Meanwhile, Jim the AI Whisperer addressed a quirky tendency of ChatGPT to overuse the word “delve” due to its reliance on British English in its training data. Beyond these discussions, a deeper conversation is emerging about what AI means for humanity on an existential level. Writers are increasingly considering how AI impacts our perception of ourselves. Paul Siemers, PhD, who focuses on the philosophy of technology, explores this topic in his essay The Ontological Shock of AI. Ontology, the study of existence, traces how humans have categorized the world over millennia. Siemers notes that over the last two centuries, humanity has split existence into living and non-living categories. However, AI is starting to blur those lines. He argues that humanity needs to reconsider this dualistic view and accept new forms of existence. As unsettling as this may seem, it could explain part of society’s current discomfort with AI. Katharine Esty, PhD, who celebrated her 90th birthday this summer, published a guide for navigating life in your 80s. Her reflections on life and reinvention offer inspiration to readers of all ages. Practical Wisdom for Your Day: Live Life in Semesters A useful approach to structuring life is to think in “semesters”—15 to 17 weeks of focused work. This timeframe is long enough to accomplish something significant, but short enough to avoid burnout. 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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