, Author at gettectonic.com - Page 61
Slack Fuels Productivity
04May

Slack Fuels Productivity

In today’s fast-paced marketing landscape, organizations are navigating a dynamic environment characterized by automation, advanced technology tools, and readily available data. These resources enable businesses to gain deeper insights into customer needs and engage with them effectively across various touchpoints. However, technological advancements, coupled with increasing acquisition costs, necessitate a reimagining of interactions both internally and with customers throughout the buyer journey. Slack Fuels Productivity of marketers worldwide. This insight addresses how. Enterprises leverage Slack to streamline their marketing efforts and accelerate time-to-market. By harnessing the power of Slack, Salesforce marketers enhance productivity and collaboration within their teams. According to Salesforce’s State of Marketing report, 90% of CMOs emphasize the importance of ongoing innovation to maintain competitiveness in the market. Slack empowers marketers in several ways: At Salesforce, marketing is a collaborative effort involving creative leads, field marketing managers, product marketers, and campaign specialists. From content creation to sales enablement and event planning, seamless cross-functional collaboration is essential for driving messaging and demand for the business. Slack serves as the intelligent productivity platform for unifying team members and accelerating work across the entire marketing organization. By leveraging automation and integrations, Salesforce marketers focus on strategic initiatives rather than daily tasks. Slack’s Workflow Builder enables teams to automate routine tasks, freeing up time for more impactful work. Moreover, channels in Slack serve as a central hub for aligning marketing teams, facilitating brainstorming, decision-making, and collaboration. Slack Fuels Productivity by connecting the teams and the processes. Slack’s upcoming AI features, including channel recaps and search answers, will further empower teams to make informed decisions efficiently. By centralizing knowledge and facilitating communication, Slack plays a pivotal role in driving alignment, improving productivity, and fostering stronger partnerships within the marketing ecosystem. Slack revolutionizes marketing operations by providing a platform for seamless collaboration, automation, and knowledge sharing. Salesforce’s use of Slack exemplifies how organizations can leverage intelligent productivity tools to stay agile, drive innovation, and achieve marketing success in today’s competitive landscape. 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

Read More
May 4, 2024in Mulesoft, Salesforce, Salesforce Slack
beyond inc leverages salesforce
03May

Salesforce Takes Beyond Inc Beyond Personalized Shopping Experiences

Beyond, Inc., the parent company of renowned e-commerce brands such as Bed Bath and Beyond, Overstock, and Zulily, has unveiled an expanded commitment to leveraging Salesforce’s cutting-edge data and marketing solutions. Beyond Inc leverages Salesforce is to foster customer loyalty and deliver deeply personalized shopping experiences across all its brand portfolios. Beyond will now utilize Salesforce Data Cloud, powered by the Einstein 1 Platform, to unify customer data across multiple brands and enterprise data systems. This unified data will provide invaluable insights into customer behavior, preferences, and engagement patterns across Beyond’s diverse brand ecosystem. Marcus Lemonis, Executive Chairman of the Beyond, Inc. Board of Directors, underscored the company’s commitment to revolutionizing its approach to customer data management, emphasizing the importance of adopting a profit-oriented mindset and investing in customers who demonstrate a propensity for repeat purchases and loyalty. Lemonis previously implemented Salesforce solutions at Camping World Holdings. Lemonis is also the host of CNBC’s The Profit. Beyond Inc Leverages Salesforce Carlisha Robinson, Chief Customer Officer at Beyond, hailed the collaboration with Salesforce as a pivotal moment ushering in a new era of growth for the company. She emphasized the pivotal role of digital technologies in driving Beyond’s growth agenda, highlighting the company’s strategic utilization of the Einstein 1 Platform to unlock the full potential of AI and data-driven insights. Through this expanded collaboration, Beyond aims to execute personalized journeys using Salesforce Marketing Cloud, thereby increasing customer loyalty and spend across its brands. Ariel Kelman, Chief Marketing Officer at Salesforce, lauded Beyond’s adoption of Salesforce’s AI, Data Cloud, and integration technologies as instrumental in fostering deeply engaging and personalized interactions with customers. Kelman emphasized that providing personalized experiences is paramount in today’s customer-connected world, and Beyond’s initiatives will help drive revenue growth and enhance customer relationships in a whole new way. 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

Read More
May 3, 2024in Einstein 1 Platform, Salesforce, Salesforce Data Cloud, Salesforce Marketing Cloud, Salesforce Optimization
Salesforce Data Cloud
03May

Tracking Money Flows with Data Cloud

In the digital era, banks face a significant challenge: obtaining a clear, reliable, and accurate understanding of their customers amidst a vast amount of fragmented data spread across different systems. Tracking Money Flows with Data Cloud. Despite the abundance of data, it often fails to provide a complete or accurate narrative. Simple questions like “Did a customer’s funds remain within the bank or exit entirely?” can be surprisingly challenging to answer due to this fragmented data. This disjointed view of customer behavior obstructs banks from leveraging valuable data to make informed decisions and enhance client engagement. Data Cloud and Data Strategy The solution lies not just in the data itself but in developing a robust strategy to consolidate customer data and make it actionable. By breaking down data silos and constructing comprehensive customer profiles, banks can unlock the true potential of their information. This leads to a deeper comprehension of their clients, enabling them to make intelligent decisions that drive engagement, predict customer needs, and manage attrition risks effectively. In today’s intricate economic landscape, this data-driven approach isn’t merely advantageous—it’s essential for banks to stay competitive and achieve sustained success. Tracking Money and Money Flows with Data Cloud Consider the case of William to illustrate the impact of data analytics. William, a sophisticated investor, continuously shifted his funds seeking the best returns. This presented a challenge for his bank, whose legacy systems were ill-equipped to track his dynamic financial activities effectively. The bank’s inability to follow William’s money hindered marketing and attrition management efforts. They needed to understand if funds were truly leaving the institution or just relocating within its ecosystem. The introduction of Data Cloud transformed the bank’s capabilities. By consolidating disparate data sources, they gained real-time insights into William’s financial activities, allowing them to understand his relationship with the bank better and make more reliable attrition predictions. Armed with this knowledge, the bank personalized their approach to William, showcasing tailored offerings aligned with his financial objectives. This personalized engagement transformed their relationship from transactional to collaborative, reducing attrition risk and maximizing mutual benefit. William’s case became a model for the bank, demonstrating the power of unifying data silos to understand customers’ financial behavior comprehensively. In today’s financial environment, overcoming fragmented data is paramount. Data Cloud offers a winning solution: Harnessing the abundance of data is crucial. By leveraging tools like Data Cloud, banks can unravel the mysteries of customer behavior and optimize their operations effectively. 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

Read More
May 3, 2024in Salesforce, Salesforce Data Cloud, Salesforce Financial Services Solutions, Salesforce Implementation Services
Slack Sales Elevate
02May

Slack Sales Elevate

Rochester Electronics, a prominent global semiconductor distributor and manufacturer, has long relied on various Salesforce solutions, including Slack and Sales Cloud. Recently, their sales team adopted Slack Sales Elevate, a dedicated sales workspace that seamlessly integrates Sales Cloud with Slack. This integration aims to enhance efficiency and collaboration among sales professionals by centralizing Salesforce insights and automating opportunity tasks. Significance: Previously, Rochester Electronics faced challenges such as administrative burdens, communication gaps, and the manual extraction of insights from Sales Cloud into disparate tools. These obstacles hindered effective collaboration on deals and the timely execution of opportunities. There was also a pressing need for sales leaders to gain real-time visibility into deal progress to drive customer success effectively. Impact: With the implementation of Sales Elevate, Rochester Electronics has transformed its sales operations: Overall, Sales Elevate has enabled Rochester Electronics to optimize sales processes, improve collaboration across teams, and enhance real-time visibility into deal progression, ultimately driving greater efficiency and customer satisfaction. Customer perspective: “Slack Sales Elevate is a game changer for our business and our customers. Our team is now able to work more collaboratively on opportunities and projects, increasing the speed of response, while also allowing me and other leaders to communicate greater efficiency and effectiveness,” said Colin Strother, Executive Vice President, Rochester Electronics Slack Sales Elevate is a game changer for our business and our customers. Colin Strother, Executive Vice President, Rochester Electronics 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

Read More
May 2, 2024in Salesforce, Salesforce Slack
2024 Changes in Salesforce for Nonprofits
02May

2024 Changes in Salesforce for Nonprofits

The past year brought substantial changes to the Salesforce ecosystem for nonprofits,charities, and ngos. 2024 Changes in Salesforce for Nonprofits include a new cloud, new tools, and more. Whether you’re a casual observer or actively engaged in the nonprofit sector, staying current may feel challenging. As a Salesforce partner deeply involved in helping nonprofits navigate Salesforce, Tectonic provides insights into the current state of Salesforce for nonprofits across three key areas: Platform, Partners, and Community. Understanding the Platform Other Changes Understanding Your Partners Understanding the Community After a year of significant changes, navigating Salesforce for nonprofits has become a bit more complex. Despite these challenges, the ecosystem continues to offer vast possibilities for leveraging technology in service of nonprofit missions. Any content that you come across prior to March 2023 will be about the older generation of Salesforce nonprofit products. They may no longer be relevant. Tectonic is please to announce our Nonprofit Cloud Salesforce Implementation Solutions. 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

Read More
May 2, 2024in Salesforce, Salesforce for Nonprofits, Salesforce Tableau
Security Identity and Privacy Summer 24 Release Notes
02May

Internal Design System Architecture Updates Go Live in Summer 24

If you’re an admin of an org with an Experience Cloud site, Lightning pages, or both. Starting in Summer ’24, we’re modifying the design system architecture to support future product innovations. Internal Design System Architecture Updates Go Live in Summer 24. The changes Salesforce are making aren’t visible to most customers. If you customize the visual design of your pages or sites by using supported techniques, they expect these changes to have little to no impact on your customizations. However, if your org customizes Lightning pages or Experience Cloud sites by targeting Salesforce components and CSS styles that change with the architecture updates, some visual regressions are possible. These visual regressions can range from a UI component displaying a slightly different color to layout changes in your UI. For more details, review the SLDS Architecture Updates FAQs below. During the Summer ’24 Release Sandbox Preview on May 10, 2024, work with your site development team or Tectonic to review the user interface. If you notice visual regressions, refer to the SLDS Architecture Updates FAQs to learn how to update the customized CSS and resolve the regressions. Why take this action? If you customized Lightning pages or Experience Cloud sites by using unsupported techniques, visual regressions are possible. Internal Design System Architecture Updates Go Live in Summer 24 Starting with the Summer ‘24 Release, Salesforce is modifying the internal implementations of our Lightning components, Salesforce Lightning Design System (SLDS) styles, and custom properties to support future UI changes (safe harbor). These internal changes don’t cause visible UI changes for most customers. However, if you’ve used unsupported CSS overrides to customize an Experience Cloud site or Lightning pages, those customizations may lead to undesirable visual changes as we continue to update our architecture. Internal Design System Architecture Updates Go Live in Summer 24 Frequently Asked Questions: What is the Salesforce Lightning Design System? Why is Salesforce changing SLDS? How can the changes affect my Salesforce pages and sites? Where is it documented that overriding CSS to customize Salesforce components is not supported? What are the supported techniques for customizing the styling in my Lightning components? What are the unsupported techniques that might cause visual regressions? What visual regressions should I look for? What should I do if my site or page has visual regressions? Who can make the changes? What resources do you have to help resolve the CSS overrides? What if styling hooks are not available for the desired customization? Where can I get help for updating my customizations? Can I disable the SLDS architecture updates? What are the benefits of updating customizations? What is the impact if I don’t update the customizations? How can I prepare Experience Cloud sites for the SLDS architecture updates? 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

Read More
May 2, 2024in Salesforce, Salesforce Experience Cloud
Public Sector Einstein 1 for Service
01May

Public Sector Einstein 1 for Service

Salesforce, a prominent provider of cloud-based software solutions, has unveiled the introduction of Public Sector Einstein 1 for Service, a specialized software platform tailored explicitly for government employees. Salesforce is targeting governmental customer service improvements with the launch of the Public Sector Einstein 1 for Service. This latest offering, built on Salesforce’s Einstein 1 platform, integrates a variety of artificial intelligence-driven capabilities aimed at streamlining administrative tasks within the public sector. Public Sector Einstein 1 for Service.  Built on Salesforce’s Einstein 1 platform, the offering is designed to leverage data and automation to improve worker efficiency, reduce or eliminate repetitive tasks, and improve the ability of workers to interact with systems, data, and the people they serve.  Public Sector Einstein 1 for Service presents a suite of AI-powered features crafted to enhance efficiency and productivity for government entities. These encompass Caseworker Narrative Generation, utilizing generative AI to synthesize data summaries; Service Cloud Voice, enabling real-time transcription of conversations; and Einstein Activity Capture for Public Sector, facilitating documentation of case interactions through natural language processing. Additionally, the platform incorporates Data Cloud for Public Sector and Interaction Notes for Public Sector, providing comprehensive note-taking functionalities. Salesforce’s Executive Vice President and General Manager for the Public Sector, Nasi Jazayeri, underscored the significance of harnessing trusted AI to enhance operational effectiveness, data management, and service delivery for government agencies, empowering employees to better serve constituents. Having previously provided tools for other FEDramp-compliant products – including Field Service and Security Center – Salesforce’s newest solution utilizes trusted conversational and generative AI (GenAI) to improve agent efficiency. The solution also promises public sector organizations the ability to swiftly generate case reports, record real-time call transcriptions, and document and format case interactions—all through a single unified solution. Another key aspect of the tool is the inclusion of Salesforce’s Data Cloud system, which allows users to consolidate data from various sources – including benefits, education, and healthcare – into a standardized data model. Public Sector Einstein 1 for Service also includes Data Cloud, which is designed to capture, connect, and harmonize an organization’s entire corpus of data into a common data model. This can be used to create unified constituent profiles that serve as a single source of truth for the organization, enabling the organization to personalize outreach and interactions. A new feature being offered is Interaction Notes for Public Sector, which allows caseworkers to take detailed notes of their meetings and conversations with constituents or other case participants, specify the confidentiality level of the notes, add action items or next steps, and then search for and filter summaries to find notes from previous interactions, all in one place. This feature takes a common practice deployed at many public sector agencies and helps to organize information that can often be lost when managed through manual processes. Of course this also brings in the Salesforce Vector Database. In doing so, public service organizations are able to create specific profiles for their constituents and personalize their customer service offerings accordingly. If you have contemplated adding Salesforce Nonprofit Cloud, check out this new offering from Tectonic – Salesforce Imploementation Solutions. 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

Read More
May 1, 2024in Einstein 1 Platform, Salesforce, Salesforce Implementation Services, Salesforce Public Sector Solutions
AWS Salesforce
01May

AWS AppFabric Supports Salesforce

Today, AWS AppFabric announces support for three new data sources: Salesforce, Azure Monitor, and Google Analytics. Starting now, IT administrators and security analysts can use AppFabric to quickly integrate with 29 supported SaaS applications, aggregate enriched and normalized SaaS audit logs, and audit end-user access across their SaaS apps.  AWS AppFabric Supports Salesforce. AWS AppFabric quickly connects SaaS applications with security tools like Barracuda XDR, Dynatrace, Logz.io, Netskope, NetWitness, Rapid7, and Splunk, or data lakes like Amazon Security Lake. With AppFabric, IT and security teams can more easily manage and secure SaaS applications by aggregating and normalizing log data into a central repository, and employees can soon complete everyday tasks faster using generative artificial intelligence (AI). With today’s announcement, IT and security analysts can improve their SaaS security posture across 29 SaaS applications without managing application specific API integrations. AWS AppFabric is generally available in the following AWS Regions: US East (N. Virginia), Asia Pacific (Tokyo), and Europe (Ireland). AWS AppFabric Supports Salesforce What is AWS AppFabric? AppFabric quickly connects software-as-a-service (SaaS) applications across your organization. IT and security teams can then easily manage and secure applications using a standard schema, and employees can complete everyday tasks faster using generative artificial intelligence (AI). The core of the data fabric architecture is a data management platform that enables the full breadth of integrated data management capabilities including discovery, governance, curation, and orchestration . 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

Read More
May 1, 2024in Google Analytics, Salesforce, Salesforce Implementation Services
Copado AI Testing for Salesforce
29Apr

Copado AI Testing for Salesforce

The DevOps company Copado has announced a new AI assistant for Salesforce test creation called Test Copilot. Copado already integrates with Salesforce. Copado AI Testing for Salesforce This follows the company’s recent announcement of Copado Explorer, which is an automated testing solution designed for Salesforce users, as well as the launch of its AI assistant CopadoGPT, which Test Copilot is built on. Users provide a text prompt of what needs to be tested and Test Copilot creates a test that fits those requirements. It can convert existing tests, Selenium tests, or Copado Explorer results into a new test, create tests from scratch, or turn recorded user sessions into test scripts.  Copado AI Testing for Salesforce brings AI-powered test automation for every cloud under the sun. “Copado is in the business of giving people their time back,” said Esko Hannula, senior vice president of product management at Copado. “By eliminating repeated tasks and using AI to automate the test creation process, Copado is helping release teams work faster than ever before while improving release quality. With our AI-powered testing solutions, Copado customers are not only accelerating software testing, but simplifying it.” Why do thousands of Salesforce teams use Copado? Because we make it easy to build, test and deploy the applications that power your business. 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

Read More
April 29, 2024in Generative AI, Salesforce
Enhanced WhatsApp Channel In Salesforce Service Cloud
29Apr

Enhanced WhatsApp Channel In Salesforce Service Cloud

Setting up an enhanced WhatsApp channel in Salesforce Service Cloud allows your support team to assist customers over WhatsApp with advanced features like messaging session transfers, collaboration with supervisors, and interactive content sharing. This insight provides a guide on how to create an enhanced WhatsApp channel, including upgrading from a standard channel or migrating a number from an external business service provider. Required Salesforce Editions and User Permissions To configure WhatsApp channels, you need the following user permissions: Note: Standard WhatsApp channels will be retired in mid-2025. Upgrade to enhanced channels before July 30, 2025, to avoid interruptions. Step 1: Prepare to Create Your Channel Step 2: Create Your Channel in Setup Step 3: Activate Your Channel If activation is not completed within 14 days, reverify your WhatsApp number through Meta Business Manager or repeat the setup flow in Messaging Settings. Enhanced WhatsApp Channel In Salesforce Service Cloud 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

Read More
April 29, 2024in Salesforce
Blockers to IT Success and Salesforce Implementation Solutions
29Apr

Blockers to IT Success and Salesforce Implementation Solutions

The CIO’s website recently delved into the primary obstacles to achieving success in IT. Tectonic echoes these concerns and offers insights and remedies based on our Salesforce Implementation Solutions. Issues such as data challenges, technical debt, and talent shortages can significantly hinder the progress of IT organizations and departments in executing high-value projects. Several CIOs have shared their approaches to tackling these challenges. Tectonic poses solutions based upon the Salesforce ecosystem. Carm Taglienti, Chief Data Officer and Distinguished Engineer at Insight, reflects on the dual nature of the recent surge in artificial intelligence (AI). While AI advancements have undoubtedly enhanced efficiency and productivity across technology departments, lines of business, and business units, the rapid proliferation of AI technologies, particularly generative AI, has disrupted numerous IT plans. Taglienti emphasizes the need for organizations to adapt swiftly to these technological shifts to avoid derailing critical projects. Tectonic recently looked at challenges the public sector face in regards to AI. Read more here. The rapid evolution of technology poses a continuous challenge for IT leaders. The relentless pace of technological advancements, exemplified by the rise of AI, demands proactive resource allocation to stay competitive. Ryan Downing, CIO of Principal Financial Group, underscores the necessity of adopting a strategic approach to navigate the complexities of multicloud environments effectively. Tectonic echoes the multicloud challenge. We address this for our clients with Salesforce implementation, optimization, consulting, and ongoing managed services. Salesforce remains the world’s number one CRM solution for a reason. Cloud solutions for marketing, personalization, patient data privacy, manufacturing, feedback management, and more are just a small sampling of the IT solutions Salesforce and Tectonic present. Unaddressed data issues pose a significant impediment to realizing the full potential of analytics, automation, and AI. Many organizations are grappling with legacy systems and inadequate data management practices, hindering their progress in succesfully deploying advanced technologies. Working with a Salesforce partner can address this challenge. The scarcity of skilled talent remains a pressing concern for CIOs, as highlighted in the State of the CIO Study by Foundry. Despite efforts to train internal staff and leverage contractors, filling critical tech positions remains challenging, impeding transformation initiatives. Managed services providers help address this skill gap. Technical debt and legacy systems present additional hurdles for IT departments. The maintenance of outdated infrastructure drains resources and limits innovation, forcing CIOs to strike a delicate balance between modernization efforts and operational demands. Addressing cybersecurity threats and compliance with evolving regulations further strains IT resources, necessitating proactive measures to safeguard organizational assets and maintain regulatory compliance. Striking the right balance between sustaining existing operations, fostering growth, and driving transformative initiatives is another challenge facing CIOs. Scott Saccal of Cambrex emphasizes the importance of aligning resource allocation with strategic objectives to avoid market displacement. The allure of new technologies, coupled with executive pressure to explore shiny objects, can divert focus from core priorities, hampering strategic execution. Shadow IT and the lack of organizational agility pose additional barriers to IT success, highlighting the need for CIOs to foster collaboration, align IT initiatives with business goals, and cultivate a culture of adaptability within their departments. ‘Shadow IT’ refers to the unsanctioned use of software, hardware, or other systems and services within an organization, often without the knowledge of that organization’s information technology (IT) department. CIOs must navigate a myriad of challenges, from technological disruptions to talent shortages, while maintaining a laser focus on strategic objectives to drive organizational success in an ever-evolving digital landscape. Tectonic is here to consult and achieve your IT challenges. Contact us today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more 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

Read More
April 29, 2024in Generative AI, Salesforce, Salesforce Einstein
Train On Your Own Data
29Apr

Train On Your Own Data

General-purpose large language models (LLMs) offer businesses the convenience of immediate use without requiring any special setup or customization. However, to maximize the potential of LLMs in business environments, organizations can achieve significant benefits by customizing these models through training on their own data. Custom LLMs excel at handling organization-specific tasks that generic LLMs—such as OpenAI’s ChatGPT or Google’s Gemini—may not manage as effectively. By training an LLM on data unique to the enterprise, businesses can fine-tune the model to produce responses that are highly relevant to specific products, workflows, and customer interactions. To determine whether to customize an LLM with organization-specific data, businesses should first explore the various types of LLMs and understand the advantages of fine-tuning a model on custom data sets. Following this, they can proceed with the necessary steps: identifying data sources, cleaning and formatting the data, adjusting model parameters, retraining the model, and testing it in production. Generic vs. Customized LLMs LLMs can be broadly categorized into two types: Training an LLM on custom data doesn’t imply starting from scratch; instead, it often involves fine-tuning a pre-trained generic model with additional training on the organization’s data. This approach allows the model to retain the broad knowledge it acquired during initial training while enhancing its capabilities in areas specific to the business. Benefits of Customizing an LLM The primary reason for retraining or fine-tuning an LLM is to achieve superior performance on business-specific tasks compared to using a generic model. For example, a company that wants to deploy a chatbot for customer support needs an LLM that understands its products in detail. Even if a generic LLM has some familiarity with the product from public data sources, it may lack the depth of knowledge that the company’s internal documentation provides. Without this comprehensive context, a generic LLM might struggle to generate accurate responses when interacting with customers about specific products. Generic models are optimized for broad usability, which means they may not be tailored for the specialized conversations required in business scenarios. Organizations can overcome these limitations by retraining or fine-tuning an LLM with data related to their products and services. During this process, AI teams can also adjust parameters, such as model weights, to influence the type of output the model generates, making it more relevant to the organization’s needs. Steps to Customize an LLM with Organization-Specific Data To customize an LLM with your organization’s data, follow these steps: By following these steps, organizations can transform a generic LLM into a powerful, customized tool tailored to their unique business needs, enhancing efficiency, customer satisfaction, and overall operational effectiveness. 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

Read More
April 29, 2024in Salesforce
group-based messaging with graphical identifier actuators
28Apr

Patent for Group-Based Messaging With Graphical Identifier Actuators

Salesforce has secured a patent for a group-based communication interface designed to facilitate efficient communication within and across different channels. The patented method involves users selecting multiple channels through graphical identifiers on the interface and posting messages across those chosen channels. Group-Based Messaging With Graphical Identifier Actuators. According to GlobalData’s company profile on Salesforce, social media analytics emerged as a key area of innovation from their patents. As of February 2024, Salesforce’s grant share stands at 69%, calculated based on the ratio of granted patents to the total number of patents. Group-Based Messaging With Graphical Identifier Actuators Patent Granted One of the recently granted patents (Publication Number: US11923998B2) describes a method, apparatus, and computer-readable medium for posting messages across multiple channels within a communication system. This method includes receiving a user’s message posting request, displaying channel identifiers on the interface, allowing users to select multiple channels, and subsequently posting the message across those selected channels. The apparatus consists of a processor, memory, and executable instructions stored in the computer-readable medium to carry out the method. The Patent Additionally, the patent outlines further features such as message updating across channels, receiving requests via web browsers or software applications, and ensuring user authorization for channel access. The innovation aims to streamline communication processes by enabling users to efficiently share messages across various channels within the communication system. This patent represents a significant advancement in improving user experience and interaction within digital communication platforms. What could be coming next from Salesforce? Group-Based Messaging With Graphical Identifier Actuators 1. An apparatus comprising at least one processor and at least one non-transitory memory comprising program code, the at least one non-transitory memory and the program code configured to, with the at least one processor, cause the apparatus to at least: 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

Read More
April 28, 2024in Salesforce
Zero-Copy Integrations
27Apr

Zero-Copy Integrations

At the recent Salesforce World Tour NYC event, Salesforce introduced a new global ecosystem of technology and solution providers designed to assist its customers in leveraging third-party data through secure, bidirectional zero-copy integrations with Salesforce Data Cloud. Tyler Carlson, VP of business development and strategic partnerships at Salesforce, highlighted the key challenge faced by many customers: integrating data from various platforms without creating multiple iterations and losing data lineage. Currently, some startups offer “reverse” ETL services, copying data from customers’ data warehouses or platforms back into systems of engagement. However, this approach requires duplicating data, creating storage spaces, and maintaining data synchronization pipelines. To address these challenges, Salesforce introduced the Zero Copy Partner Network, which brings together ISVs and SIs to eliminate custom integrations and complex data pipelines. This network aims to provide businesses with a more efficient, secure, and user-friendly way to connect data to their applications compared to traditional ETL processes. Zero-copy integration allows teams to access data directly from its source, either through queries or virtual access, without the need for data duplication. Salesforce has pioneered zero-copy bidirectional integrations with Data Cloud partners like Amazon Redshift, Databricks, Google Cloud’s BigQuery, and Snowflake. While integrations with BigQuery and Snowflake are generally available, those with Redshift and Databricks are still in pilot but expected to launch later this year. Salesforce is expanding this network to include its ISV ecosystem, enabling them to build on top of zero-copy connectors to offer enrichment datasets and business applications with zero-copy integration. Additionally, the company is extending this capability to its SI ecosystem, ensuring that global SIs are certified and ready to assist customers with distributed zero-copy integration patterns. 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

Read More
April 27, 2024in Salesforce, Snowflake

Subscribe to our mailing list. Join our mail list to receive our newsletter

We'll keep you up to date with our latest news, insights, free resources, and much more.
Don't worry, we won't spam you.
gettectonic.com