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Salesforce Tableau Pulse

Tableau Pulse and Tableau GPT

Most of us are quite familiar with Chat GPT, the revolutionary Large Language Model from Open AI that is transforming the world of AI interactions far beyond research labs. Recently, Tableau unveiled Tableau GPT at TC 2023, a new tool leveraging generative AI. But what is Tableau GPT, and how does it integrate with Tableau’s

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EPHI and PHI Explained

EPHI and PHI Explained

Lately, there’s been a lot of buzz about Protected Health Information (PHI), especially with concerns arising over what’s permissible to disclose. (Think vaccine status, anyone?) Let’s delve into precisely what constitutes protected health information and what doesn’t. Additionally, as technology progresses and electronic medical records become prevalent, a new category called electronic PHI (ePHI) has

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AI Project Planning by Workflows

AI Project Planning by Workflows

Starting with Workflows-AI Project Planning by Workflows Step 1: Identify Key Business Processes Begin by listing out the most critical and repetitive processes in the business. This includes: Step 2: Pinpoint AI Integration Opportunities Break down each business process to identify specific decision points where AI can add value. Examples include: Step 3: Determine Relevant

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Sending Emails Through Salesforce

Email List Building

Creating Your Dream Email List-Email List Building Imagine a marketer confidently standing atop a laptop, proudly showcasing her meticulously curated email list. With access to email addresses, you unlock the power to segment your audiences and deliver personalized experiences that resonate deeply with your prospects. Crafting compelling messages that resonate with recipients is just the

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Shield

Salesforce Shield Explained

Salesforce Shield Explained: It is tailored for companies with heightened security and compliance considerations. Comprising four products that layer onto existing Salesforce products, it provides additional protection. These components include: Salesforce Shield is best explained is a encryption and event monitoring and field audit trail tool for your business. Block Unauthorized or Unlawful ActivityCreate real-time

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What is a Customer Portal in Salesforce

What is a Customer Portal in Salesforce?

A Salesforce Customer Portal serves as an online support platform for your customers, empowering them to address inquiries independently without needing to contact a customer service representative. Through a Customer Portal, you can personalize and deliver a visually engaging user interface tailored to your customers’ needs. The primary distinction between a website and a customer

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Communicating With Machines

Communicating With Machines

For as long as machines have existed, humans have struggled to communicate effectively with them. The rise of large language models (LLMs) has transformed this dynamic, making “prompting” the bridge between our intentions and AI’s actions. By providing pre-trained models with clear instructions and context, we can ensure they understand and respond correctly. As UX

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Salesforce Nonprofit Cloud

Easily Refer Constituents to Providers by Using a Guided Flow

Facilitate constituent referrals to service providers effortlessly by utilizing a guided flow. This streamlined process enables the inclusion of comprehensive information about individuals or households, providers, and other essential details. Enhance the effectiveness of service delivery by sharing the referral record and additional information directly with the service provider. Your caseworkers can easily refer constituents

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Audience Builder Marketing Cloud

Marketing Cloud Audience Builder dynamically generates targeted audiences from contacts stored in your account based on attribute and behavioral values. These audiences can be used to target or exclude contacts from your marketing activities. In today’s world, where a staggering 347.3 billion emails are sent globally every day, email inboxes have become increasingly cluttered. In

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Customer Experience

Engage Your Community with Experience Cloud

Community engagement operates as a mutual exchange of ideas and information, and Salesforce facilitates communication with your constituents while providing an avenue for reciprocal connections. This involves sharing feedback, participating in community events, and expanding networks through Salesforce Experience Cloud. Engage Your Community with Experience Cloud. Engage Your Community with Experience Cloud Community engagement is

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Sales Enablement in an AI World

Sales Enablement in an AI World

The New Era of AI-Driven Sales Enablement The era of AI-driven sales is upon us. More than 60% of sales and service professionals believe that generative AI will enhance their ability to serve customers effectively. AI-powered tools are already transforming the sales landscape by automating routine tasks and boosting productivity, ultimately driving sales and improving

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Successful Salesforce Implementation

Successful Salesforce Implementation

Unlocking the Potential of Salesforce: A Guide to Corporate Success Are you ready to explore the world of Successful Salesforce Implementation? In this Tectonic insight, we’ll explore how to leverage Salesforce to its fullest potential for your corporate success. Whether you’re a small startup or a large corporation, keep reading for practical advice and real-world

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salesforce einstein analytics and hospitality

Trust in AI Data

As companies rapidly embrace Artificial Intelligence and realize its benefits, trust must be their top priority. And to instill trust in AI, they must first instill trust in the data that powers it. Think about data as a well-balanced diet for AI — you’re healthiest when you avoid junk food and consume all the proper

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Data Cloud Free Licenses

Data Cloud Free Licenses

Salesforce Announces Data Cloud Free Licenses at Dreamforce 2023 At Dreamforce 2023, Salesforce announced that free Data Cloud licenses are now included for all Enterprise Edition or above customers to help them familiarize themselves with new capabilities and develop use case ideas. Starting September 19th, 2023, Enterprise Edition and above customers can get started with

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