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Salesforce Data Snowflake and You

Salesforce Data Snowflake and You

Unlock the Full Potential of Your Salesforce Data with Snowflake At Tectonic, we’ve dedicated years to helping businesses maximize their Salesforce investment, driving growth and enhancing customer experiences. Now, we’re expanding those capabilities by integrating with Snowflake.Imagine the power of merging Salesforce data with other sources, gaining deeper insights, and making smarter decisions—without the hassle of complex infrastructure. Snowflake brings this to life with a flexible, scalable solution for unifying your data ecosystem.In this insight, we’ll cover why Snowflake is essential for Salesforce users, how seamlessly it integrates, and why Tectonic is the ideal partner to help you leverage its full potential. Why Snowflake Matters for Salesforce Users Salesforce excels at managing customer relationships, but businesses today need data from multiple sources—e-commerce, marketing platforms, ERP systems, and more. That’s where Snowflake shines. With Snowflake, you can unify these data sources, enrich your Salesforce data, and turn it into actionable insights. Say goodbye to silos and blind spots. Snowflake is easy to set up, scales effortlessly, and integrates seamlessly with Salesforce, making it ideal for enhancing CRM data across various business functions.The Power of Snowflake for Salesforce Users Enterprise-Grade Security & GovernanceSnowflake ensures that your data is secure and compliant. With top-tier security and data governance tools, your customer data remains protected and meets regulatory requirements across platforms, seamlessly integrating with Salesforce. Cross-Cloud Data SharingSnowflake’s Snowgrid feature makes it easy for Salesforce users to share and collaborate on data across clouds. Teams across marketing, sales, and operations can access the same up-to-date information, leading to better collaboration and faster, more informed decisions. Real-Time Data ActivationCombine Snowflake’s data platform with Salesforce Data Cloud to activate insights in real-time, enabling enriched customer experiences through dynamic insights from web interactions, purchase history, and service touchpoints. Tectonic + Snowflake: Elevating Your Salesforce Experience Snowflake offers powerful data capabilities, but effective integration is key to realizing its full potential—and that’s where Tectonic excels. Our expertise in Salesforce, now combined with Snowflake, ensures that businesses can maximize their data strategies. How Tectonic Helps: Strategic Integration Planning: We assess your current data ecosystem and design a seamless integration between Salesforce and Snowflake to unify data without disrupting operations. Custom Data Solutions: From real-time dashboards to data enrichment workflows, we create solutions tailored to your business needs. Ongoing Support and Optimization: Tectonic provides continuous support, adapting your Snowflake integration to meet evolving data needs and business strategies. Real-World Applications Retail: Integrate in-store and e-commerce sales data with Salesforce for real-time customer insights. Healthcare: Unify patient data from wearables, EMRs, and support interactions for a holistic customer care experience. Financial Services: Enhance Salesforce data with third-party risk assessments, enabling quicker, more accurate underwriting. Looking Ahead: The Tectonic Advantage Snowflake opens up new possibilities for Salesforce-powered businesses. Effective integration, however, requires strategic planning and hands-on expertise. Tectonic has a long-standing track record of helping clients get the most out of Salesforce, and now, Snowflake adds an extra dimension to our toolkit. Whether you want to better manage data, unlock insights, or enhance AI initiatives, Tectonic’s combined Salesforce and Snowflake expertise ensures you’ll harness the best of both worlds. Stay tuned as we dive deeper into Snowflake’s features, such as Interoperable Storage, Elastic Compute, and Cortex AI with Arctic, and explore how Tectonic is helping businesses unlock the future of data and AI. Ready to talk about how Snowflake and Salesforce can transform your business? 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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What is Salesforce Data Cloud?

Role of Salesforce Data Cloud

Will Salesforce Data Cloud Drive Value for Your Business? What is Salesforce Data Cloud? The role of Salesforce Data Cloud as an innovative platform designed to help businesses fully leverage their customer data. As a trusted Salesforce partner, we are committed to helping you explore the potential of this powerful tool to transform customer relationships and fuel significant business growth. While Data Cloud may not be suitable for every business, we’re here to help you determine if it can drive value for yours. How Salesforce Data Cloud Elevates Your Business Key Features of Salesforce Data Cloud Let us help you discover what Salesforce Data Cloud is for and if it can drive value for your business. 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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Replace No With Screen Flow

Replace No With Screen Flow

Replacing the ‘New’ Opportunity Button on a Contact with a Screen Flow Description:An organization seeks to replace the standard ‘New’ button on the Opportunity related list in Contact records with a custom flow. This flow will allow them to create an Opportunity record with additional customization that the standard screen does not offer. Solution:In this guide, we’ll walk through the steps to replace the standard ‘New’ button with a custom flow that the admin has already created. Note: This guide assumes the Flow for creating an Opportunity record is already in place. We will focus on how to replace the standard ‘New’ button with this Flow on the Opportunity related list. Steps to Implement: 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 on AI

Salesforce on AI

Marketing success hinges on delivering consistent, timely, and engaging content. According to the Salesforce State of Marketing report, 78% of high-performing marketers identify data as their most critical asset for creating cohesive customer journeys. Yet, only 49% report having a unified view of customer data sources. This disconnect highlights a significant challenge many marketing teams face in effectively leveraging their data. For organizations already invested in Salesforce, incorporating AI-driven business intelligence (BI) tools offers numerous benefits. These include reduced time to deliver insights, enhanced automation, increased innovation, improved agility, and cost savings. However, realizing these benefits depends on having high-quality data and robust data strategies. This insight explores AI-driven BI from a Salesforce perspective, highlighting its benefits, applications, and future trends. By understanding the potential of AI in BI, organizations can better harness their data to drive success and innovation. The Role of AI in Business Intelligence Integrating AI into BI systems elevates data analysis by offering deeper insights and predictive capabilities. Here’s how AI enhances BI: These examples demonstrate AI’s ability to improve BI systems by enhancing data accuracy, providing real-time insights, and improving forecasting. Salesforce’s AI Capabilities in BI Salesforce’s AI capabilities in BI are embodied in the versatile tool, Salesforce Einstein. Easily integrated with BI, Einstein automates tasks and delivers personalized insights. Companies using Einstein have reported a 20% increase in sales productivity. Here’s how Einstein can be utilized in various scenarios: These examples illustrate how Salesforce’s AI tools, particularly Einstein, can transform BI by automating routine tasks and delivering personalized insights, ultimately driving customer satisfaction and business growth. Future Trends in AI and BI The future of AI and BI promises even more advanced capabilities and innovations. As AI evolves, so too will the tools for BI. Here are some trends expected to emerge in the near future: These trends show that AI and BI are evolving rapidly. Companies that stay ahead of these developments will be well-positioned to leverage AI for greater innovation and efficiency. Next Steps AI-powered BI, especially with Salesforce, is transforming how businesses operate by providing deeper insights and better decision-making capabilities. To stay competitive and foster innovation, organizations must embrace AI. The quest is no longer just to be data-driven. It is to be data-decisioned. Here are some actionable steps: By taking these steps, businesses can fully leverage AI-driven BI and maintain a competitive edge in the fast-evolving digital playinf field of AI. 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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SigFig

SigFig

SigFig, a leading provider of digital wealth management solutions, has upgraded its Engage platform with advanced AI features designed to enhance the effectiveness of financial advisors. The Engage platform seamlessly combines human expertise with state-of-the-art technology, equipping financial advisors and their teams with a range of tools to boost their efficiency. New AI-driven functionalities in Engage include smart tips that deliver real-time prompts and tailored recommendations during meetings, helping advisors identify new growth opportunities. The platform also proactively presents the most relevant content, tools, paperwork, and workflows to streamline discussions. To further optimize advisors’ workflows, Engage now automates the creation of transcripts, meeting summaries, and post-meeting notes. This automation frees up advisors to focus more on building client relationships rather than managing administrative tasks. Mike Sha, founder and CEO of SigFig, stated, “AI can significantly enhance the productivity and effectiveness of financial advisors. Advisors need to concentrate on developing meaningful relationships with their clients and understanding their goals and challenges. Engage serves as a central hub for creating richer, more personalized client interactions while managing time-consuming administrative duties.” Engage integrates smoothly with popular systems such as Salesforce, Docusign, Microsoft, and Google. Its CRM integration features bi-directional data sync, allowing advisors to access client data within Engage and automatically update Salesforce with meeting notes, client details, and follow-ups. This integration accelerates the sales process and boosts client conversion rates. The platform also fosters a collaborative environment, enabling clients to engage actively in the financial planning process. This collaboration supports clients’ financial well-being and enhances advisors’ understanding of individual financial situations. SigFig has developed various customizable modules for different aspects of financial services, including client prospecting, retirement planning, account opening, and annual reviews. 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 Assisting Nursing

AI Assisting Nursing

Leveraging AI to Alleviate the Documentation Burden in Nursing As the nursing profession grapples with increasing burnout, researchers are investigating the potential of large language models to streamline clinical documentation and care planning. Nurses play an essential role in delivering high-quality care and improving patient outcomes, but the profession is under significant strain due to shortages and burnout. AI Assisting Nursing could lessoning burnout while improving communication. What role could Salesforce play? The American Nurses Association (ANA) emphasizes that to maximize nurses’ potential, healthcare organizations must prioritize maintaining an adequate workforce, fostering healthy work environments, and supporting policies that back nurses. The COVID-19 pandemic has exacerbated existing challenges, including increased healthcare demand, insufficient workforce support, and a wave of retirements outpacing the influx of new nurses. Tectonic has nearly two decades of experience providing IT solutions for the health care industry. Salesforce, as a leader in the field of artificial intelligence, is a top tool for health care IT. AI Assisting Nursing In response to these growing demands, some experts argue that AI technologies could help alleviate some of the burden, particularly in areaTes like clinical documentation and administrative tasks. In a recent study published in the Journal of the American Medical Informatics Association, Dr. Fabiana Dos Santos, a post-doctoral research scientist at Columbia University School of Nursing, led a team to explore how a ChatGPT-based framework could assist in generating care plan suggestions for a lung cancer patient. In an interview with Healthtech Analytics, Dr. Santos discussed the potential and challenges of using AI chatbots in nursing. Challenges in Nursing Care Plan Documentation Creating care plans is vital for ensuring patients receive timely, adequate care tailored to their needs. Nurses are central to this process, yet they face significant obstacles when documenting care plans. AI Assisting Nursing and Salesforce as a customer relationship solution addresses those challenges. “Nurses are on the front line of care and spend a considerable amount of time interacting closely with patients, contributing valuable clinical assessments to electronic health records (EHRs),” Dr. Santos explained. “However, many documentation systems are cumbersome, leading to a documentation burden where nurses spend much of their workday interacting with EHRs. This can result in cognitive burden, stress, frustration, and disruptions to direct patient care.” The American Association of Critical-Care Nurses (AACN) highlights that electronic documentation is a significant burden, consuming an average of 40% of a nurse’s shift. Time spent on documentation inversely correlates with time spent on patient care, leading to increased burnout, cognitive load, and decreased job satisfaction. These factors, in turn, contribute to patient-related issues such as a higher risk of medical errors and hospital-acquired infections, which lower patient satisfaction. When combined with the heavy workloads nurses already manage, inefficient documentation tools can make care planning even more challenging. AI Assisting Nursing and Care Plans “The demands of direct patient care and managing multiple administrative tasks simultaneously limit nurses’ time to develop individualized care plans,” Dr. Santos continued. “The non-user-friendly interfaces of many EHR systems exacerbate this challenge, making it difficult to capture all aspects of a patient’s condition, including physical, psychological, social, cultural, and spiritual dimensions.” To address these challenges, Dr. Santos and her team explored the potential of ChatGPT to improve clinical documentation. “These negative impacts on a nurse’s workday underscore the urgency of improving EHR documentation systems to reduce these issues,” she noted. “AI tools, if well designed, can improve the process of developing individualized care plans and reduce the burden of EHR-related documentation.” The Promises and Pitfalls of AI Developing care plans requires nurses to draw from their expertise to address issues like symptom management and comfort care, especially for patients with complex needs. Dr. Santos emphasized that advanced technologies, such as generative AI (GenAI), could streamline this process by enhancing documentation workflows and assisting with administrative tasks. AI tools can rapidly process large amounts of data and generate care plans more quickly than traditional methods, potentially allowing nurses to spend more time on direct and holistic patient care. However, Dr. Santos stressed the importance of carefully validating AI models, ensuring that nurses’ clinical judgment and expertise play a central role in evaluating AI-generated care plans. “New technologies can help nurses improve documentation, leading to better descriptions of patient conditions, more accurate capture of care processes, and ultimately, improved patient outcomes,” she said. “This presents an important opportunity to use novel generative AI solutions to reduce nurses’ workload and act as a supportive documentation tool.” Despite the promise of AI as a support tool, Dr. Santos cautioned that chatbots require further development to be effectively implemented in nursing care plans. AI-generated outputs can contain inaccuracies or irrelevant information, necessitating careful review and validation by nurses. Additionally, AI tools may lack the nuanced understanding of a patient’s unique needs, which only a nurse can provide through personal, empathetic interactions, such as interpreting specific cultural or spiritual needs. Despite these challenges, large language models (LLMs) and other GenAI tools are generating significant interest in the healthcare industry. They are expected to be deployed in various applications, including EHR workflows and nursing efficiency. Dr. Santos’ research contributes to this growing field. To conduct the study, the researchers developed and validated a method for structuring ChatGPT prompts—guidelines that the LLM uses to generate responses—that could produce high-quality nursing care plans. The approach involved providing detailed patient information and specific questions to consider when creating an appropriate care plan. The research team refined the Patient’s Needs Framework over ten rounds using 22 diverse hypothetical patient cases, ensuring that the ChatGPT-generated plans were consistent and aligned with typical nursing care plans. “Our findings revealed that ChatGPT could prioritize critical aspects of care, such as oxygenation, infection prevention, fall risk, and emotional support, while also providing thorough explanations for each suggested intervention, making it a valuable tool for nurses,” Dr. Santos indicated. The Future of AI in Nursing While the study focused on care plans for lung cancer, Dr. Santos emphasized that this research is just the beginning of

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Service Cloud Digital Engagement

Boost Service Rep Productivity

Tips to Boost Service Rep and Field Service Tech Productivity Serviceblazer Allie Lawler shares top tactics for improving the productivity of service reps and field technicians. With over a decade of experience in the customer service industry, she has firsthand knowledge of how the landscape has changed, becoming more demanding and complex. Increased caseloads, rising customer expectations, and the pressure to generate revenue are placing significant stress on service teams. Research shows that 65% of service reps and 66% of mobile workers report that cases have become more complex. This complexity, combined with the rise of autonomous AI and heightened customer demands, can lead to burnout. Lawler explains that 69% of decision-makers in the service industry say that service rep attrition is a moderate to major challenge, which underscores the need for strategic solutions. Here are her top three strategies to boost productivity using Service Cloud and Salesforce Field Service, helping service teams thrive in today’s challenging environment. 1. Simplify Disjointed Processes One of the biggest productivity challenges for service reps and field techs is disjointed workflows. Although we picture service professionals actively engaging with customers, studies show that 61% of their day is spent on administrative tasks, internal meetings, and navigating fragmented systems. These disjointed processes slow down response times, increase the likelihood of errors, and hurt the customer experience. Streamline User Experience: A better-designed user experience can significantly reduce the time spent on non-customer-facing tasks. For instance, using Salesforce Lightning pages with Related Record and Dynamic Related List Components allows service reps to access all relevant information — from case details to account data — in one place. Quick-access buttons for workflows and automation further cut down the time spent searching for information, improving efficiency and customer satisfaction. Improve Accessibility: Enhanced accessibility benefits the entire team. Features like clear labeling and visual icons on Lightning Pages improve usability for everyone. These small changes can make navigating the system easier, especially for reps with visual impairments or those looking for a more intuitive experience. Make Pages Dynamic: Instead of overwhelming reps with unnecessary fields, conditional visibility can simplify the interface. By only displaying relevant fields at the right time, reps can focus on what’s important, reducing distractions and improving workflow efficiency. For mobile field technicians, ensuring they only see actionable information—like work order details or scheduling notes—can help them serve customers faster without wading through irrelevant data. 2. Empower Reps and Technicians to Make Decisions Autonomy is key to increasing both productivity and job satisfaction. Giving reps the ability to make decisions without needing constant managerial approval empowers them to solve issues faster and reduces customer wait times. Enable Exception-Based Approvals: One way to grant reps more decision-making power is through exception-based approvals. For example, allowing service reps to offer small discounts or credits without needing manager approval increases efficiency. Setting approval thresholds — such as allowing reps to approve discounts under 2%, but requiring approval for anything higher — strikes a balance between empowering reps and managing risk. Expand Field Technicians’ Roles: Field technicians can be given the ability to upsell services or renew contracts while they’re onsite, further enhancing productivity. With Field Service Mobile extensions, techs can access tools that allow them to complete tasks, upsell services, or even renew contracts directly from their mobile devices. This not only speeds up service but also contributes to revenue generation. 3. Use Metrics to Drive Motivation Keeping service reps and technicians motivated is crucial for maintaining productivity. Lawler suggests using both individual and team metrics to create a culture of accountability and improvement. Build a Leaderboard: A leaderboard that highlights top performers encourages healthy competition and gives reps something to strive toward. Recognition of their efforts helps create a motivated and engaged workforce. Provide Access to Personal Metrics: Giving reps access to their own performance metrics fosters a sense of ownership and encourages continuous improvement. For example, Lawler recommends using dynamic dashboards on the service reps’ homepages, showing them key metrics like case closures and current caseloads. Field technicians can also view their performance metrics by using deep links from the Field Service app to the Salesforce mobile app. This allows them to track their appointments, customer satisfaction scores, and overall performance, creating a sense of pride and motivation to improve. Boosting Productivity: A Summary By making small but impactful changes to the user experience, granting autonomy, and recognizing achievements, service organizations can significantly enhance productivity. Streamlining workflows, empowering decision-making, and motivating with metrics will help both service reps and field techs thrive — leading to happier customers and more successful teams. 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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Barriers to Healthcare Data Exchange

Barriers to Healthcare Data Exchange

As of 2022, 96% of hospitals were involved in some form of electronic public health data exchange, according to a blog post by the Office of the National Coordinator for Health Information Technology (ONC). Yet Barriers to Healthcare Data Exchange Despite this high engagement, barriers to effective data exchange remain. About three-quarters of hospitals reported facing at least one obstacle to public health reporting. The most frequent challenge was the perception that public health authorities (PHAs) could not receive information electronically. Additionally, hospitals cited technical complexities and exchange costs as significant barriers. ONC data also revealed lower rates of electronic public health reporting among small, rural, independent, and critical access hospitals. Similarly, office-based physicians encounter difficulties in public health data exchange due to limited EHR integration. The 2022 National Physician Health IT Survey indicated that less than half of primary care physicians (41%) used their EHR systems to access immunization data from outside their organizations. Several initiatives are underway to address these public health reporting challenges and improve interoperability between healthcare providers and PHAs: Additionally, a proposed rule from ONC seeks to enhance public health data exchange further. The Health Data, Technology, and Interoperability: Certification Program Updates, Algorithm Transparency, and Information Sharing (HTI-2) proposed rule builds on existing certification criteria by: According to the ONC blog, “Together, these efforts will help address persistent challenges to public health data sharing by investing in public health infrastructure, establishing a governing approach for nationwide health information exchange, and advancing standards to support seamless electronic exchange.” 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 Rollups

Salesforce Rollups

70% of Sales Teams Rely on CRM Systems, but 43% Struggle with Data Management—Here’s a Solution CRM platforms like Salesforce have become indispensable tools for modern sales teams aiming to optimize workflows and gain critical insights. Despite their importance, many teams still face challenges with data management, often due to the sheer volume of data that must be processed, organized, and analyzed. This growing need for streamlined data management has paved the way for innovative solutions like automated rollups in Salesforce. Ksolves has developed RollUp Magic, a one-stop solution for seamless Salesforce data management. Why RollUp Magic? RollUp Magic is designed to enhance the efficiency and effectiveness of sales teams by automating the calculation of rollup summaries based on specific criteria. This tool significantly reduces the burden of manual data handling, providing instant access to key metrics and ensuring the power of CRM systems is fully realized. In this insight, we’ll explore how RollUp Magic works, its key features, and how it can boost the efficiency of your sales team. Introduction to Automated Rollups Automated rollups in Salesforce aggregate data across related records without manual intervention, continuously updating key metrics like sums, averages, or counts. This automation not only saves time but also ensures consistency and accuracy in reporting, empowering organizations to make decisions based on the most current data. Manual vs. Automated Rollups Manual Rollups: Automated Rollups: Automated rollups offer a more efficient, accurate, and reliable way to manage and analyze Salesforce data compared to manual methods. Benefits of Automated Rollups for Sales Teams RollUp Magic: The Ultimate Tool for Automated Data Insights RollUp Magic simplifies and automates the data rollup process in Salesforce, allowing businesses to create custom rollups for any data, including lookup relationships. Here’s how RollUp Magic enhances Salesforce capabilities: Key Features of RollUp Magic for Sales Teams Metrics Sales Teams Can Track with RollUp Magic Conclusion Investing in Salesforce automation is a strategic move for any sales team. As industries move towards modern practices, Ksolves’ RollUp Magic emerges as a crucial tool, enabling teams to create rollup summaries for objects with lookup relationships, overcoming the limitations of standard fields. By leveraging Salesforce, sales teams can streamline workflows, enhance cross-department collaboration, and deliver exceptional client experiences. From optimizing deal forecasting to ensuring compliance, Salesforce equips sales professionals with the tools needed to succeed in a rapidly evolving marketplace. 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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Pulse for Salesforce Announced

Pulse for Salesforce is Here

Salesforce Launches Pulse for Salesforce: AI-Driven Insights Directly in CRM Today, Salesforce announced Pulse for Salesforce, a new edition of Tableau Pulse designed to seamlessly integrate metrics and AI-powered insights into the CRM workflow, starting with Sales Cloud. Leveraging the Salesforce Einstein 1 Platform, Pulse for Salesforce uses generative AI to bring intelligence directly into users’ daily activities. CRM users can now access personalized, contextual metrics and insights from Tableau Pulse within the CRM to support their decision-making processes. Transforming CRM Insights Previously, sales teams had to actively search for insights or request information from analysts to support their deals. Pulse for Salesforce changes this by proactively delivering insights, trends, and a generative AI-powered Q&A experience directly within the CRM. Sales teams can now view Pulse’s AI-generated summaries of key trends right from Sales Cloud, allowing them to easily explore metrics such as win rate and total sales. Enhanced Sales Leadership and Rep Insights Sales leaders can benefit from Pulse for Salesforce by monitoring win rate trends directly on their home page. If the data shows a downward trend, leaders can quickly identify which team members need additional support. Sales reps can track their conversion rates for the quarter and use Pulse’s natural language Q&A to understand metrics by industry, helping them focus their efforts more effectively. Streamlined and Secure AI-Powered Insights Pulse enhances CRM productivity, improves customer relationships, and drives business value by integrating generative AI with the Einstein Trust Layer, ensuring that customer data remains secure and protected. Addressing Data Overwhelm With 80% of business leaders recognizing the importance of data for decision-making, yet 30% feeling overwhelmed by its volume, Pulse provides a solution. The tool offers a straightforward path for organizations to implement generative AI and realize tangible business benefits quickly. Deepening Insights with Tableau Pulse Launched earlier this year, Tableau Pulse automatically detects drivers, trends, and outliers for key metrics, providing automated analytics in plain language. Pulse proactively alerts sales leaders to performance dips and helps identify trends, ensuring relevant insights are readily available. Key Features of Pulse for Salesforce Salesforce’s Vision Ryan Aytay, CEO of Tableau, emphasizes that integrating Tableau Pulse’s AI-driven insights into Salesforce addresses the need for personalized and accessible data insights, enhancing decision-making and accelerating business growth. Availability Pulse for Salesforce is available to all Sales Cloud users as a comprehensive bundle. To implement Pulse for Salesforce, customers must purchase at least one Creator license, with the total number of licenses (Creator + Viewer) limited to the number of Sales Cloud licenses. Conclusion Pulse for Salesforce infuses AI-powered insights into Salesforce CRM, accelerating data-driven decision-making with tailored metrics and generative AI capabilities. With its streamlined setup and powerful features, Pulse for Salesforce helps users transition from insight to action with ease. 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 Thematic Personalization

Salesforce Thematic Personalization

Thematic Personalization Made Simple with Salesforce Leverage the power of thematic personalization to tailor your messaging and creative assets for each target audience directly within Salesforce. If you’re a Faraday user, integrating thematic personalization predictions into your CRM is a seamless way to elevate your outreach. With predictions accessible in Salesforce, you can shape your content to better resonate with your leads and contacts. This integration helps you understand what appeals to your audience, ensuring your communications are more relevant and impactful—all while working within the tools you already know. It’s an effortless way to enhance personalization and make the most of your data. Step-by-Step Integration Guide Step 1: Connect Your Data SourcesUse the link below to connect Salesforce to Faraday. Alternatively, you can skip this step and upload your data using CSV files to get started.👉 Connect to Salesforce Step 2: Ingest Data into Event StreamsStream your data into Faraday to enable the platform to interpret its meaning. Follow the link below for guidance on setting up event streams to power this template.👉 Ingest Data Step 3: Organize Your Customer DataGroup your data into cohorts—key building blocks in Faraday. These cohorts enable you to predict customer behavior with precision.👉 Define Cohorts Step 4: Declare Your Prediction ObjectivesOnce your cohorts are ready, instruct Faraday to predict the behaviors you care about. Follow the documentation using the link below.👉 Set Prediction Goals Step 5: Build and Deploy Your Personalization PipelineCreate a content personalization pipeline and deploy it to Salesforce to use predictions for shaping creative and messaging.👉 Deploy Content Personalization Step 6: Finalize Deployment to SalesforceComplete your setup by creating a deployment target within Salesforce or, if preferred, export your results as a CSV file.👉 Deploy to Salesforce Why Integrate Thematic Personalization?This integration empowers you to seamlessly incorporate predictive insights into your CRM workflow, enabling more personalized, effective communications. With minimal effort, you can connect with your audience on a deeper level, enhance engagement, and achieve better results. 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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GLYNT.AI Launches Net Zero Hero

GLYNT.AI Launches Net Zero Hero

GLYNT.AI Launches Net Zero Hero for Salesforce Net Zero Cloud Net Zero Hero Sustainability Data + Net Zero Cloud GLYNT.AI, a leader in providing investor-grade sustainability data, has announced the launch of Net Zero Hero on the Salesforce AppExchange. This new offering enables sustainability and finance teams to access accurate, automated, and audit-ready data on energy, water, waste, and emissions, seamlessly integrated with Salesforce Net Zero Cloud. The service provides data within a week of implementation, with ongoing updates available daily, weekly, or monthly, all without requiring developer resources. Sustainability and finance teams often struggle with capturing, preparing, harmonizing, and validating key sustainability data. Traditionally, this data is buried in invoices and utility bills, making it difficult to extract and harmonize. Many companies rely on manual processes, such as spreadsheets, which can raise concerns during assurance and audit reviews and increase audit costs. There is also a growing pressure to manage sustainability data cost-effectively without expanding headcount. Net Zero Hero from GLYNT.AI addresses these challenges by providing SOC 1 compliant, audit-ready sustainability data. The service covers a wide range of input data, including landlord invoices, data center invoices, sub-billing, summary bills, renewables, utility site logins, vehicle ledgers, and direct emissions data. This comprehensive solution ensures that Salesforce Net Zero Cloud customers receive sustainability data that meets the rigorous standards of financial data preparation. GLYNT.AI leverages advanced AI technology to automate data preparation, drawing on years of experience in sustainability, finance, and data science. The system can deliver initial data in the first week, quickly scaling up to production-grade data services. This automation and customization result in significant cost savings, often exceeding 80% compared to traditional systems. Jeff Stienke, CEO of Third Eye Consulting, a leading Salesforce Summit Partner, expressed enthusiasm for the partnership, highlighting the benefits of automated systems and streamlined implementation. “Net Zero Hero breaks the data bottleneck, bringing costs down and simplifying the deployment of Net Zero Cloud. Our clients have been looking for the expertise in data, sustainability, and finance that GLYNT.AI provides,” Stienke said. Martha Amram, Ph.D., CEO of GLYNT.AI, emphasized the company’s commitment to supporting Salesforce customers in achieving sustainability goals. “Salesforce has a long-standing commitment to sustainability, and we’re excited to add Net Zero Hero data services to Salesforce AppExchange. GLYNT.AI unlocks the sustainability data stream, so that every Salesforce customer can be a force for good, a Net Zero Hero. And looking ahead, we’ve built in audit-readiness and AI-readiness into the offering, delivering Trusted Data for Trusted AI.” GLYNT.AI offers three bundles for Net Zero Hero on the Salesforce AppExchange: A 30-day trial of Net Zero Hero is available, allowing businesses to see their data in Net Zero Cloud within the first week. For more information about Net Zero Hero and to access the AppExchange listing, visit: Net Zero Hero on Salesforce AppExchange. 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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Wiz and FEDRamp

Wiz and FEDRamp

Cloud Security Leader Achieves FedRAMP Milestone Faster Than Any Other NEW YORK, NY / ACCESSWIRE / August 15, 2024 – Cloud security pioneer Wiz has announced that its top-rated Cloud-Native Application Protection Platform has achieved FedRAMP® Moderate Authorization, marking it as the fastest company to reach this milestone since its founding. Wiz’s achievement is now officially listed on the FedRAMP Marketplace. This accomplishment highlights Wiz’s dedication to strengthening cybersecurity for U.S. government agencies transitioning to cloud environments. The platform’s effectiveness is already evident, with notable integrations such as the U.S. Navy’s use of Wiz in its COSMOS platform. This integration provides centralized visibility across cloud resources, enhances risk detection, and ensures compliance with DoD requirements. FedRAMP, a government-wide program, standardizes cloud security to facilitate faster adoption by federal agencies. Wiz’s rigorous security assessment and compliance with National Institute of Standards and Technology (NIST) Special Publication 800-53 controls affirm its adherence to federal security standards. As the federal government modernizes its cybersecurity approach, Wiz supports agencies in keeping pace with evolving cloud threats and improving their security posture. “We are thrilled to achieve FedRAMP authorization at such a critical time,” said Assaf Rappaport, Co-Founder and CEO of Wiz. “As the U.S. Federal Government adapts to the modern cybersecurity landscape amidst advancements in cloud technology and AI, Wiz is uniquely positioned to deliver comprehensive risk management across these domains.” Wiz’s platform offers significant operational and security enhancements, including comprehensive visibility through the Wiz Security Graph, targeted risk mitigation, compliance assessment, proactive threat management, and secure AI utilization. For more details about our FedRAMP authorization, visit Wiz’s blog. About Wiz Wiz is a leading provider of cloud security solutions, protecting everything organizations build and operate in the cloud. Established in 2020, Wiz is the fastest-growing software company globally, empowering hundreds of organizations—including 40 percent of the Fortune 100—to identify and mitigate critical cloud risks swiftly. Its clientele includes Salesforce, Slack, Mars, BMW, Avery Dennison, Priceline, Cushman & Wakefield, DocuSign, Plaid, and Agoda, among others. Wiz is supported by major investors such as Andreessen Horowitz, Sequoia, Index Ventures, Lightspeed, Insight Partners, Cyberstarts, Thrive Capital, Greylock, Wellington, Salesforce, Blackstone, Advent, Greenoaks, and Aglaé. For more information, visit Wiz. 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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