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Salesforce Rollups
16Aug

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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 16, 2024in Salesforce
Pulse for Salesforce Announced
16Aug

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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 16, 2024in Salesforce
Salesforce Thematic Personalization
16Aug

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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 16, 2024in Data, Salesforce
GLYNT.AI Launches Net Zero Hero
15Aug

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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 15, 2024in Salesforce Net Zero Cloud
Wiz and FEDRamp
15Aug

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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 15, 2024in Salesforce
Deepfake Detection With New Tool
15Aug

Deepfake Detection With New Tool

Pindrop Expands Deepfake Detection with New Tool On Thursday, voice authentication vendor Pindrop expanded its deepfake detection capabilities with the preview release of Pindrop Pulse Inspect, a tool designed to detect AI-generated speech in digital audio files. This new tool builds on Pindrop’s earlier launch of Pindrop Pulse at the start of the year. While Pindrop Pulse initially targeted call centers, Pulse Inspect broadens its reach, catering to media organizations, nonprofits, government agencies, and social networks. Pindrop Pulse is already integrated with the company’s fraud protection and authentication platform. The new Pulse Inspect tool allows users to upload audio files to the Pindrop platform to determine if they contain synthetic speech, providing deepfake scores in the process. The introduction of Pulse Inspect is timely, coinciding with heightened concerns over deepfakes as the U.S. general election in November approaches. In recent months, Pindrop has tested its technology on high-profile cases. The company analyzed a deepfake audio clip of presidential candidate Kamala Harris, posted on X by Elon Musk, and discovered partial deepfakes in the audio. Pindrop also examined a deepfake of Elon Musk, released on July 24, identifying voice cloning technology from vendor ElevenLabs as the source. Additionally, Pindrop detected a fake robocall, generated using ElevenLabs’ technology, impersonating President Joe Biden before the January Democratic presidential primary. ElevenLabs has publicly stated its commitment to preventing the misuse of audio AI tools. “The human ear can no longer reliably distinguish between real and synthetically generated audio,” said Rahul Sood, Pindrop’s Chief Product Officer, during a discussion on the risks deepfakes pose for the upcoming election. “It’s almost impossible to have a high level of confidence without assistance.” Fighting AI with AI Analysts emphasize the necessity of tools like Pulse Inspect in the age of generative AI. “They’re fighting AI with AI,” said Lisa Martin, an analyst at the Futurum Group, highlighting the importance of Pindrop’s technology. According to Pindrop, their detection technology is trained on over 350 deepfake generation tools, 20 million unique utterances, and more than 40 languages. “We know how powerful generative AI is—it can be used for good, but it can also be weaponized, as we’re seeing,” Martin noted. She added that with the increasing ease of creating deepfakes, the demand for detection tools like Pulse Inspect will only grow. As deepfakes continue to proliferate, companies like Pindrop and competitors such as Resemble AI are racing to develop these detection solutions. With Pulse Inspect, Pindrop is extending its technology’s application beyond call centers. Pindrop has also partnered with Respeecher, a voice cloning vendor that collaborates with Hollywood. “Respeecher is working with Pindrop to ensure their synthetic voice technology for Hollywood is not misused,” said Martin, stressing the importance of ethical development and use of AI voice cloning technology. Pulse Inspect is positioned to assist media companies, social media networks, nonprofits, and government organizations in navigating the challenges of AI-generated audio. The Challenge of Scaling Deepfake Detection While Pindrop is well-equipped to detect deepfakes, scaling this technology could be costly and complex, according to Forrester Research analyst Mo Allibhai. “Implementing this technology at scale is expensive, even from an integration standpoint,” said Allibhai. “We need to be selective in how we deploy it.” Allibhai suggested that edge AI, such as Apple’s upcoming generative AI system for iPhones, could ease these challenges by reducing the reliance on cloud computing, making solutions like Pulse Inspect more viable in the long term. Pindrop Pulse Inspect offers an API-driven batch-processing platform and user interface, designed to meet the evolving needs of organizations facing the growing threat of deepfake audio. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 15, 2024in Generative AI
Copilots in the Workplace
14Aug

Copilots in the Workplace

The Rise of AI-Powered Copilots in the Workplace: The New Age of Office Helpers As more businesses embrace AI tools, the tech world is buzzing with a new kind of office assistant: the AI-powered copilot. These digital sidekicks are here to revolutionize how we interact with information—think of them as the high-tech, caffeine-free version of your office buddy who always knows where the stapler is. Copilots in the Workplace are here. AI-powered copilots use large language models (LLMs) to help users wade through vast amounts of data, often with the grace of a caffeinated librarian. By facilitating conversations instead of requiring precise queries, these tools let you ask for help without needing to channel your inner tech wizard. Hugo Sarrazin, Chief Product and Technology Officer at UKG, points out that many of these AI copilots are essentially “search functions dressed up in a snazzy new outfit.” UKG’s own digital assistant, UKG Bryte, made its debut last November—just in time to help you find out why your vacation request hasn’t been approved yet. These AI assistants offer an enhanced chatbot experience by understanding a wide range of queries through generative AI. Imagine asking your chatbot, “Hey, what’s the deadline for open enrollment?” and getting a response that doesn’t involve translating your question into a techie dialect. “Generative AI isn’t stuck on keywords and rigid queries. It’s like a magic eight ball with a PhD,” Sarrazin explains. Traditional systems often force users through pre-set menus and workflows—kind of like a bureaucratic maze—but copilots let you skip the detours and get straight to the point. With AI copilots, you can ask in plain language and receive useful answers without needing to consult a human. Picture this: an HR chatbot that knows exactly what the per diem is for your conference, or which days you’re free for the next company holiday—like having a personal assistant who never needs a coffee break. Salesforce employees, for instance, are getting a taste of this futuristic help with their Einstein copilot. Since the introduction of Einstein, Salesforce has seen an uptick in productivity and a drop in mundane tasks. Nathalie Scardino, Salesforce’s Chief People Officer, says the company has been working to seamlessly integrate AI tools into daily workflows—because nothing says “we care” like a virtual assistant who understands your workload better than you do. After Salesforce acquired Slack in 2020, the Einstein-powered Slack app launched in February. This tool helps with scheduling, document summarization, and general inquiries, effectively turning your to-do list into a “done” list. Research showed that desk workers spend 41% of their time on tasks that aren’t exactly rocket science, and Einstein is here to tackle those chores. Scardino and Salesforce’s CIO, Juan Perez, have been busy ensuring that AI tools fit perfectly into the company’s workflow. Einstein is also making waves in HR by integrating with Basecamp, Salesforce’s hub for employee info. This integration has answered over 88,000 queries and cut resolution times from two days to just 30 minutes—making it the office hero you didn’t know you needed. “The big win here is bringing all those disparate systems together and making information accessible without needing a PhD,” Scardino quips. “No more hopping between six systems just to find out about your healthcare benefits.” In this brave new world of AI-assisted work, copilots like Einstein are proving that getting the right information quickly is no longer a sci-fi dream. They’re here to make our office lives smoother, smarter, and a little less dependent on those old-fashioned human helpers. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 14, 2024in Generative AI
GitHub Copilot Autofix
14Aug

GitHub Copilot Autofix

On Wednesday, GitHub announced the general availability of Copilot Autofix, an AI-driven tool designed to identify and remediate software vulnerabilities. Originally unveiled in March and tested in public beta, Copilot Autofix integrates GitHub’s CodeQL scanning engine with GPT-4, heuristics, and Copilot APIs to generate code suggestions for developers. The tool provides prompts based on CodeQL analysis and code snippets, allowing users to accept, edit, or reject the suggestions. In a blog post, Mike Hanley, GitHub’s Chief Security Officer and Senior Vice President of Engineering, highlighted the challenges developers and security teams face in addressing existing vulnerabilities. “Code scanning tools can find vulnerabilities, but the real issue is remediation, which requires security expertise and time—both of which are in short supply,” Hanley noted. “The problem isn’t finding vulnerabilities; it’s fixing them.” According to GitHub, the private beta of Copilot Autofix showed that users could respond to a CodeQL alert and automatically remediate a vulnerability in a pull request in just 28 minutes on average, compared to 90 minutes for manual remediation. The tool was even faster for common vulnerabilities like cross-site scripting, with remediation times averaging 22 minutes compared to three hours manually, and SQL injection flaws, which were fixed in 18 minutes on average versus almost four hours manually. Hanley likened the efficiency of Copilot Autofix in fixing vulnerabilities to the speed at which GitHub Copilot, their generative AI coding assistant released in 2022, produces code for developers. However, there have been concerns that GitHub Copilot and similar AI coding assistants could replicate existing vulnerabilities in the codebases they help generate. Industry analyst Katie Norton from IDC noted that while the replication of vulnerabilities is concerning, the rapid pace at which AI coding assistants generate new software could pose a more significant security issue. Chris Wysopal, CTO and co-founder of Veracode, echoed this concern, pointing out that faster coding speeds have led to more software being produced and a larger backlog of vulnerabilities for developers to manage. Norton also emphasized that AI-powered tools like Copilot Autofix could help alleviate the burden on developers by reducing these backlogs and enabling them to fix vulnerabilities without needing to be security experts. Other vendors, including Mobb and Snyk, have also developed AI-powered autoremediation tools. Initially supporting JavaScript, TypeScript, Java, and Python during its public beta, Copilot Autofix now also supports C#, C/C++, Go, Kotlin, Swift, and Ruby. Hanley also highlighted that Copilot Autofix would benefit the open-source software community. GitHub has previously provided open-source maintainers with free access to enterprise security tools for code scanning, secret scanning, and dependency management. Starting in September, Copilot Autofix will also be made available for free to these maintainers. “As the global home of the open-source community, GitHub is uniquely positioned to help maintainers detect and remediate vulnerabilities, making open-source software safer and more reliable for everyone,” Hanley said. Copilot Autofix is now available to all GitHub customers globally. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 14, 2024in Data, Enterprise, Generative AI, Laws
When The Customers Prefer Self-Service
14Aug

When The Customers Prefer Self-Service

Assistance is crucial for complex issues, but for simpler problems, customers typically prefer the convenience of self-service tools like account portals, FAQs, and chatbots. This preference is especially strong among digital natives, such as millennials and Gen Z. However, deploying self-service tools requires careful planning. For instance, over two-thirds of customers abandon a company’s chatbot after a single negative experience, underscoring the importance of a positive initial interaction. Statistics show that 72% of customers use self-service portals, and 55% engage with self-service chatbots. The willingness of nearly half of all customers, including 60% of millennials, to pay more for superior customer service highlights the importance of customer experience in an era of price sensitivity. Customers expect instant responses, creating a scalability challenge for service teams but also an opportunity to offer premium service. Instant responses can set a company apart, as even well-regarded brands often struggle to maintain quick and seamless connections between customers and agents. Self-service platforms must be easily adjustable, not only to address areas needing improvement but also to adapt to changing market demands. Customers now expect proactive service rather than the traditional reactive approach. Despite this, customer service is often perceived as reactive. The time and effort customers spend resolving service issues are significant, especially when service teams are inconsistently trained and equipped, leading to a perception that quality service is a matter of luck. Consistency across channels, devices, and departments is highly valued but often lacking. Many customers find themselves repeating information to different representatives, indicating a fragmented information environment. Poorly integrated technology and processes leave 55% of customers feeling as if they interact with separate departments rather than a unified company. Disconnected experiences are a major source of frustration. Prompt resolution of issues is a top priority for customers, and many find it quicker to search for answers themselves than to contact the company. Self-service not only facilitates quick problem-solving but also empowers customers to address issues at their own pace and learn as much or as little as they wish. In terms of preferences, over 67% of customers prefer some form of self-service over speaking with a representative. Additionally, 73% prefer using the company’s website for support rather than relying on social media, SMS, or live chat apps. Don’t always assume the “latest and greatest” solutions available are the best solutions for your customers. A self-service strategy involves providing customers with tools to resolve their needs independently, reducing the need for representative assistance. Reduce staffing needs and increase speed to answers for customers. Its a win win. However, implementing self-service can face challenges, such as confusing navigation, lack of ongoing attention, inflexibility, failure to incorporate feedback, constraints on users, extra work, lack of human interaction, difficulty in personalization, and the need for continuous analysis and monitoring. Successful self-service integration requires addressing these factors to meet customer expectations. Contact Tectonic for assistance bringing your self-service solutions to your customers. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 14, 2024in Salesforce Commerce Cloud, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Optimization, Salesforce Service Cloud, Technology
Qwary Salesforce Integration
13Aug

Qwary Salesforce Integration

Qwary Enhances Customer Insights with New Salesforce Integration HERNDON, Va., Aug. 13, 2024 /PRNewswire/ — While surveys have long been a staple for gathering customer feedback, data entry often poses a challenge in obtaining comprehensive insights. Qwary’s new Salesforce integration aims to resolve this issue by enabling seamless data transfer and synchronization between the two platforms. This integration allows teams to consolidate customer information into a single hub, providing real-time visibility and enhancing strategic planning and collaboration. Key features include creating email campaigns, importing contacts, mapping survey results, and automating event-based workflows. What Is Qwary’s Salesforce Integration? Qwary’s Salesforce integration is designed to streamline the analysis of Salesforce survey data, offering a more efficient way to understand customer interactions with your brand. By integrating survey feedback with CRM data, this tool helps you quickly adapt your products and services to meet evolving customer needs. It tracks customer journeys, collects feedback, and reveals pain points, enabling you to deliver tailored solutions. Benefits of Using Qwary’s Salesforce Integration Qwary’s integration offers several notable benefits: Automate Feedback Collection The integration automates the feedback collection process by triggering surveys at strategic points in the customer lifecycle. This allows your team to act swiftly to foster engagement and generate leads. Gain Actionable Insights Seamlessly integrating with Salesforce CRM, Qwary scores, analyzes, and enriches customer data, helping your team identify emerging trends and seize opportunities for personalization and customer development. Synchronize Data Automatically With Qwary’s integration, your contact data is consolidated into a single, reliable source of truth. Whether you’re using Salesforce or Qwary, automated data synchronization ensures consistency and provides real-time updates. Collaborate Effectively The integration promotes effective teamwork by sharing data between Salesforce and Qwary, enabling your team to solve problems collaboratively and refine strategies to boost customer retention. Key Capabilities Qwary’s Salesforce integration excels in managing customer feedback, automating workflows, and consolidating contact data: Salesforce Workflow Automation The integration simplifies scheduling and automating survey triggers, eliminating manual processes. Surveys can be initiated via email or following significant events, with responses seamlessly mapped into Salesforce. This creates a comprehensive view of customer behavior, helping your team act on insights, strengthen connections, and enhance satisfaction. Contact Data Importation Qwary facilitates quick access to Salesforce contacts, providing a holistic view of your customer base. The integration streamlines contact data importation and updates, eliminating manual data entry and speeding up data management. Potential Business Impacts By combining automation, synchronization, and data consolidation with a user-friendly interface, Qwary’s Salesforce integration enhances your sales team’s ability to collect and leverage customer feedback. Immediate access to comprehensive consumer insights allows your business to respond promptly to customer needs, improving satisfaction and loyalty. Real-time data aggregation helps your company adapt quickly and refine offerings to exceed customer expectations. Stay Ahead with Qwary’s Salesforce Integration Qwary continuously updates its solutions to meet the evolving needs of businesses focused on customer engagement. Leveraging automation, synchronization, and advanced analytics through an accessible platform, Qwary’s Salesforce integration empowers your team to enhance offerings and connect with customers efficiently. By optimizing the use of survey data and Salesforce feedback, Qwary keeps your business at the forefront of market trends, enabling you to consistently delight your customers. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 13, 2024in Generative AI, Marketing Automation, Salesforce Data Cloud, Salesforce Einstein, Salesforce Implementation Services, Salesforce Managed Services, Salesforce Marketing Automation, Salesforce Optimization, Salesforce Personalization
Impact on Salesforce Org During Maintenance
13Aug

Impact on Salesforce Org During Maintenance

Salesforce Maintenance and Instance Refresh FAQs In addition to the three major releases each year, Salesforce continuously enhances our application infrastructure to better serve our customers. Impact on Salesforce Org During Maintenance. We post scheduled maintenance details on trust.salesforce.com, which provides a forward 12-month view. To minimize the impact of maintenance windows, we have implemented read-only capabilities, allowing customers to view their data even during maintenance. Here are some frequently asked questions about how Salesforce maintenance might affect your org. Please note that actions may be required on your part. Frequently Asked Questions Impact on Salesforce Org During Maintenance Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 13, 2024in Salesforce
Everyone Is Implementing AI
12Aug

Everyone Is Implementing AI

AI is undoubtedly a generational change in software, with its full trajectory still unpredictable. There is a perceived divide between the “Haves” and “Have Nots.” Companies like OpenAI, Microsoft, and Databricks are seen as understanding AI’s potential, with Nvidia providing the necessary hardware support. Many hot start-ups are Gen AI native, continuing to attract unicorn valuations. Meanwhile, several SaaS leaders appear to be lagging behind. We say, Everyone Is Implementing AI. Marc Benioff stated in their latest quarterly call: “Now, we’re working with thousands of customers to power generative AI use cases with our Einstein Copilot, our prompt builder, our Einstein Studio, all of which went live in the first quarter. And we’ve closed hundreds of copilot deals since this incredible technology has gone GA. And in just the last few months, we’re seeing Einstein Copilot develop higher levels of capability. We are absolutely delighted and cannot be more excited about the success that we’re seeing with our customers with this great new capability.” Everyone Is Implementing AI However, it remains unclear whether simply adding AI to classic B2B SaaS products accelerates growth. Despite significant investments in AI, companies like Salesforce, Asana, and ZoomInfo are growing at less than 10% annually. The main point is that while “AI Washing” might impress some investors, AI must significantly accelerate revenue growth to achieve more than market parity. It is essential to see how AI can add real value and integrate it effectively. But AI alone may not be a growth accelerant. Everyone Is Implementing AI Recent data from Emergence Capital shows that 60% of VC-backed SaaS companies have already released GenAI features, with another 24% planning to do so. Achieving “AI Parity” is crucial, but simply adding GenAI features may not be disruptive in the B2B space. Companies must go further to stand out, despite the challenges. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 12, 2024in Generative AI

Salesforce and AdvoLogix

SUGAR LAND, Texas, Aug. 12, 2024 /PRNewswire/ — AdvoLogix, a leader in legal technology, is excited to announce its groundbreaking Legal Assistant AI, a comprehensive suite of AI tools designed specifically for the legal industry. Law firms face mounting pressure to deliver exceptional client service while managing rising costs and complexities. This innovative solution seamlessly integrates with Salesforce, automating tasks and leveraging the power of AI to streamline law firm operations while ensuring security with its Trust and Safety Layer. Our AI’s Trust and Safety Layer, ensures that law firms can trust our technology to protect sensitive information. AdvoLogix Legal Assistant AI significantly enhances daily workflows with advanced capabilities such as document automation, financial management, client and matter intake, case management, and workflow optimization. Customizable based on unique data sets, these AI agents can be tailored to meet the specific needs of any legal organization. For example, law firms can create AI agents to address the nuanced requirements of particular clients or specialized areas of practice. The AI’s Trust and Safety Layer ensures secure data retrieval, grounding, prompt defense, and compliance, providing law firms with the confidence that their sensitive information is protected. By embedding these tools directly into the Salesforce platform, AdvoLogix delivers a powerful, integrated solution that leverages the power of AI in the context of daily law firm operations. Leveraging SALI Tags for Enhanced Data Management One of the standout features of the AdvoLogix Legal Assistant AI is its integration with the SALI (Standards Advancement for the Legal Industry) taxonomy. By leveraging Salesforce workflows, attorneys can quickly and accurately tag matters with SALI tags, enabling data-driven insights and improved matter management. This seamless integration ensures that valuable data is captured and utilized effectively to inform strategic decisions. Customizable AI Models for Tailored Legal Support AdvoLogix offers fine-tuned AI models specifically trained for legal activities. These models can be easily integrated into Salesforce workflows to automate tasks such as record and document retrieval, document summarization, and system data queries. Additionally, these AI models have the capability to ask and receive answers to general or specific legal questions on any topic, all from the perspective of an attorney. By leveraging the power of AI within the familiar Salesforce environment, legal professionals can focus on higher-value activities while the AI handles routine tasks. Some features are currently available in controlled release. A Commitment to Security and Accuracy “By embedding our AI capabilities into Salesforce workflows, we’ve developed a robust solution that allows legal professionals to benefit from AI services that are safe and highly efficient during normal work activities. Our AI’s Trust and Safety Layer, featuring secure data retrieval, grounding, prompt defense, and more, ensures that law firms can trust our technology to protect sensitive information. This focus on security, accuracy, and compliance is crucial for modern legal practices,” said Jonathan Reed, CEO of AdvoLogix. Experience the Future of Legal AI at ILTACON 2024 Visit AdvoLogix at Booth #346 to see live demonstrations of our Legal Assistant AI capabilities and discover how they can transform your firm’s operational efficiency. Our experts will be available to answer your questions and provide tailored insights into how our AI solutions can enhance your legal workflows and financial management. About AdvoLogix Founded in 2006, AdvoLogix is a premier provider of AI-driven technology solutions, helping businesses in the legal technology sector and beyond streamline operations, reduce costs, and improve productivity. With a broad range of native integrations that seamlessly integrate with Salesforce, AdvoLogix delivers measurable gains in productivity and efficiency. For more information, visit www.advologix.com and follow AdvoLogix on LinkedIn @AdvoLogix. Media Contact:Marketing [email protected] Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 12, 2024in Salesforce

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