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Marketing Cloud Cloudpages

Salesforce Marketing Cloud for a Healthcare Provider

Personalized Care & Communication: Salesforce Marketing Cloud for a Healthcare Provider As the elderly become more tech-savvy, they expect modern, efficient ways to communicate with healthcare providers. A regional Medicare provider in the Northeastern United States faced challenges with their outdated communication systems. Relying solely on paper mail, postcards, and phone calls, the organization struggled to connect with members, lacked visibility into the success of their campaigns, and experienced early turnover due to minimal engagement. These inefficiencies strained the customer experience and made it clear that modernization was overdue. To address these challenges, we implemented Salesforce Marketing Cloud to engage customers through email and SMS. Goals for the Project: Tectonic’s Role in the Transformation Tectonic designed and implemented a Salesforce Marketing Cloud solution that transformed how the provider communicated with its members. The solution enabled multi-channel, multi-language communications integrated with Salesforce Health Cloud via the Marketing Cloud Connector and additional systems like MuleSoft and Snowflake. To enhance SMS capabilities, the organization also integrated with Five9. Early collaboration with the provider’s Salesforce Health Cloud team enabled Tectonic to address outdated customer data issues, create safeguards for inaccurate information, and plan future strategies for seamless customer data collection. A custom preference center was also developed and translated into multiple languages. Overcoming Data Challenges Accurate customer data was a significant obstacle—only 60% of records included valid email or mobile phone numbers, with an even smaller percentage having both. Tectonic conducted multiple working sessions to develop strategic efficiencies and establish a foundational process for gathering and cleansing member contact information. Customized journeys were created to ensure messaging aligned with available communication channels. For example: Key Outcomes Tectonic’s efforts allowed the healthcare provider to modernize their communications, better analyze engagement data, and improve member interactions. The results exceeded expectations: Impact Across Departments This project not only improved member communication but also empowered internal departments—including Marketing, Customer Experience, Sales, and Retention—with easy-to-understand metrics. It laid the foundation for future campaigns, enhanced data accuracy, and fostered stronger member relationships. By leveraging Salesforce Marketing Cloud and Tectonic’s expertise, the healthcare provider transformed its operations to deliver personalized, timely communication and ensure lifelong member satisfaction. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Nonprofit

Engage the Donors of Your Nonprofit

Explore these eight effective strategies for involving supporters in your nonprofit organization for improved engagement. The art of engaging nonprofit donors starts here: Customize Communication: Conduct Donor Research: Foster Trust to engage nonprofit donors: Extend Beyond Requests: Acknowledge Donors: Establish a Membership Program to engage nonprofit donors: Actively Engage on Social Media: Optimize Your Website to engage nonprofit donors: For improved donor engagement, consider leveraging Salesforce’s Nonprofit Marketing solution. This software provides a unified view of your community, facilitating personalized donor experiences, measuring engagement, and streamlining communication across channels on a single platform. Contact Tectonic to discuss marketing solutions for your nonprofit. Tectonic is pleased to announce the release of our Nonprofit Cloud Salesforce Implementation Solution. Like Related Posts Tectonic’s Successful Salesforce Track Record Salesforce Technology Services Integrator – Tectonic has successfully delivered Salesforce in a variety of industries including Public Sector, Hospitality, Manufacturing, Read more Cloud Computing for NGOs As cloud computing becomes more prevalent and accessible, nonprofits are increasingly leveraging its benefits to enhance operations, boost fundraising efforts, Read more Salesforce Nonprofit for Fundraising Nonprofit Cloud for Fundraising, alternatively referred to as Salesforce Fundraising Nonprofit, introduces innovative and user-friendly methods to engage donors, raise Read more Business Card Scanner App for Salesforce Can I Scan a Business Card into Salesforce? Yes, you can scan a business card into Salesforce if your scanning Read more

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Salesforce Einstein Copilot

Introducing Salesforce Einstein Copilot

Einstein Copilot introduces a cutting-edge generative A. Powered by a conversational assistant seamlessly embedded within every Salesforce application. Its strategically enhancing workflow and yielding substantial gains in productivity.  Announced at Dreamforce 2023, in case you missed it, read on. The newly integrated Einstein 1 Data Cloud, part of the Einstein 1 Platform, allows customers to establish a unified customer profile. By connecting any data source. This integration infuses AI, automation, and analytics into every customer experience, fostering a comprehensive approach. Salesforce Einstein Copilot Studio Einstein Copilot Studio provides organizations with the flexibility to tailor Einstein Copilot. A Salesforce tool used according to specific business requirements. It incorporates the Einstein Trust Layer, ensuring the protection of sensitive data while leveraging trusted information to enhance generative AI responses. Unlike other generative AI copilot solutions, Einstein Copilot is natively integrated into the world’s leading AI CRM – Salesforce. Seamlessly tapping into data from various Salesforce applications. This integration ensures more accurate AI-powered recommendations and content generation. Data Cloud The Data Cloud serves as the foundation for Einstein Copilot. Data Cloud offers real-time, consolidated views of customers or entities. With Data Cloud, creating a data graph is simplified, enabling the generation of AI-powered apps with a single click, eliminating the need for manual data queries or joins. Einstein Trust Layer The Einstein Trust Layer, an integral part of the Einstein 1 Platform, ensures the secure retrieval of relevant data from Data Cloud. Before sending it to the Language Model (LLM), proprietary, sensitive, or confidential information is masked, maintaining a high level of data security and compliance. Copilot for Sales aligns with existing CRM access controls and user permissions. Salesforce requires ensuring administrators and users have the necessary permissions for customization and data management within Copilot for Sales. Salesforce Copilot service functions similarly to other generative AI tools in the customer experience landscape, responding to customer queries automatically with personalized answers grounded in company data. Einstein Copilot & Search, anticipated for availability from February 2024, is set to leverage Data Cloud unstructured support. It will be ushering in a new era where Generative AI-based apps redefine the user interface. Thereby allowing seamless interactions and conversations with applications. This transformative shift signifies a significant milestone in Enterprise Software, with Salesforce actively participating in this evolving landscape. Copilot for Sales How is Copilot for Sales different from Copilot for Microsoft 365? Microsoft Copilot for Sales is an AI assistant designed for sellers that brings together the capabilities of Copilot for Microsoft 365 with seller-specific insights and workflows. What Salesforce just did is drop the GPT name and go with Copilot, By endorsing the Microsoft branding it announced earlier this year with Microsoft Copilot for Microsoft 365 and CoPilot for Dynamics 365. Like Related Posts Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more

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The Promise of AI in Health Outcomes

The Promise of AI in Health Outcomes

As President Biden has highlighted, artificial intelligence (AI) holds tremendous promise and potential peril. This is especially true in healthcare. On October 30, the President underscored his commitment by signing a landmark Executive Order aimed at governing AI development and use to improve health outcomes for Americans while safeguarding their security and privacy. The Biden-Harris Administration is leveraging every tool at its disposal to advance responsible AI in healthcare. However, U.S. government action alone cannot achieve the bold vision laid out by the President. By integrating AI into their platform, Salesforce aims to empower public health organizations with actionable insights and predictive analytics. From disease surveillance to population health management, AI-driven solutions have the potential to revolutionize how we approach public health initiatives. Therefore, policy priorities include managing and measuring the environmental impacts of AI by requiring emissions disclosures, adding environmental impact as a risk factor, and establishing efficiency standards for high-risk AI systems. In response to the Administration’s leadership, leading healthcare providers and payers have announced voluntary commitments to the safe, secure, and trustworthy use of AI in healthcare. These commitments build on ongoing efforts by the Department of Health and Human Services (HHS), the AI Executive Order, and earlier commitments from 15 leading AI companies to develop models responsibly. Today, 28 providers and payers have joined these commitments, including Allina Health, Bassett Healthcare Network, Boston Children’s Hospital, Curai Health, CVS Health, Devoted Health, Duke Health, Emory Healthcare, Endeavor Health, Fairview Health Systems, Geisinger, Hackensack Meridian, HealthFirst (Florida), Houston Methodist, John Muir Health, Keck Medicine, Main Line Health, Mass General Brigham, Medical University of South Carolina Health, Oscar, OSF HealthCare, Premera Blue Cross, Rush University System for Health, Sanford Health, Tufts Medicine, UC San Diego Health, UC Davis Health, and WellSpan Health. The commitments align with the “FAVES” principles—Fair, Appropriate, Valid, Effective, and Safe. Under these principles, companies commit to informing users when they receive content that is largely AI-generated and not reviewed by humans. They will adhere to a risk management framework to monitor and address potential harms of AI applications. Additionally, they pledge to develop AI solutions responsibly, advancing health equity, expanding access to care, making care affordable, improving care coordination, reducing clinician burnout, and enhancing patient experiences. Healthcare is an essential service, and quality care can be a matter of life and death. AI-enabled tools used for clinical decisions must undergo appropriate testing, risk mitigations, and human oversight to avoid costly or dangerous errors. AI diagnoses can be biased if not trained on diverse data, and AI’s data-collection capabilities could create privacy risks. Addressing these risks is crucial. Despite these risks, AI holds enormous potential to benefit patients, doctors, and hospital staff. AI can help doctors deliver higher-quality, more empathetic care and cut healthcare costs by hundreds of billions of dollars annually. It can also help patients make more informed health choices by better understanding their conditions and needs. Consider some examples: Each year, hospitals produce 3.6 billion medical images worldwide. AI helps doctors analyze images more quickly and effectively, detecting signs of breast cancer, lung nodules, and other conditions earlier than ever before. AI is also streamlining drug development, matching drug targets with new molecules faster and cheaper, translating to better care for patients. Additionally, new generative AI applications can alleviate clinician burnout by automating data extraction, form population, note recording, and patient communications. The Promise of AI in Health Outcomes To understand AI applications and the necessary risk-mitigation measures, the Biden-Harris Administration has engaged with healthcare providers, payers, academia, civil society, and other stakeholders. These engagements have informed the Administration’s approach, including the President’s October AI Executive Order, which tasks HHS with a wide range of actions to advance safe, secure, and trustworthy AI. These actions include developing frameworks, policies, and potential regulations for responsible AI deployment, documenting AI-related safety incidents, prioritizing grants for innovation in underserved communities, and ensuring compliance with nondiscrimination laws in AI deployment in healthcare. The private-sector commitments announced today are a critical step in our whole-of-society effort to advance AI for the health and well-being of Americans. These 28 providers and payers have stepped up, and we hope more will join these commitments in the coming weeks. The Promise of AI in Health Outcomes has been addressed by governments everywhere. In March 2024, Salesforce strengthened its AI commitment to healthcare. Salesforce’s Einstein 1 Platform powers Einstein Copilot with your healthcare organization’s unique data and metadata from Data Cloud to capture and summarize patient details, quickly update patient and member information, and automate manual processes Assessment Generation digitizes paper assessments and surveys to capture and track patient data Customers like Baptist Health South Florida and HarmonyCares are using Salesforce to personalize patient interactions and create a single, unified view of each patient Today, Salesforce announced AI and data innovations for CRM to help make healthcare operations more efficient and personalized. Einstein Copilot: Health Actions, a conversational AI assistant that will deliver trusted AI responses grounded with your healthcare organization’s own trusted and private data, Assessment Generation, and Data Cloud for Health help automate and streamline clinical summaries, deliver more personalized communication, and help compile tailored patient assessments faster for care teams, all from a single platform. These new innovations are powered by Salesforce’s Einstein 1 Platform, which helps organizations safely unlock their data to create better patient experiences and augment employee productivity. Why it matters: Nearly a quarter of U.S. healthcare spending is wasted on administrative costs, presenting a potential cost savings of up to $320 billion for healthcare organizations, according to McKinsey and Co. AI could be the solution, with recent Forrester data revealing that 82% of healthcare data leaders say AI is a top focus area that will drive operational efficiency.  Content updated April 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business

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Tableau Pulse

Tableau Dashboard Design Tips

Better Tableau Dashboard Design Tips. Eight strategies for crafting engaging and delightful Tableau dashboards: Creating dashboards using Tableau Dashboard Design Tips makes for better user experience. “It’s easy to be distracted by formatting and finding the perfect color, size, and position for elements. It’s best to do this towards the end, after reviews by the end users, to not waste effort because entire charts suddenly change and all formatting is lost.” ALEXANDER WALECZEK, ANALYTICS PRACTICE LEAD AND TABLEAU AMBASSADOR Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities

Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities

Salesforce (NYSE: CRM) has announced major updates to its Einstein 1 Platform, introducing the Data Cloud Vector Database and Einstein Copilot Search. These new features aim to power AI, analytics, and automation by integrating business data with large language models (LLMs) across the Einstein 1 Platform. Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities. Unifying Business Data for Enhanced AI The Data Cloud Vector Database will unify all business data, including unstructured data like PDFs, emails, and transcripts, with CRM data. This will enable accurate and relevant AI prompts and Einstein Copilot, eliminating the need for expensive and complex fine-tuning of LLMs. Built into the Einstein 1 Platform, the Data Cloud Vector Database allows all business applications to harness unstructured data through workflows, analytics, and automation. This enhances decision-making and customer insights across Salesforce CRM applications. Introducing Einstein Copilot Search Einstein Copilot Search will provide advanced AI search capabilities, delivering precise answers from the Data Cloud in a conversational AI experience. This feature aims to boost productivity for all business users by interpreting and responding to complex queries with real-time data from various sources. Key Features and Benefits Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities Data Cloud Vector Database Einstein Copilot Search Addressing the Data Challenge With 90% of enterprise data existing in unstructured formats, accessing and leveraging this data for business applications and AI models has been challenging. As Forrester predicts, the volume of unstructured data managed by enterprises will double by 2024. Salesforce’s new capabilities address this by enabling businesses to effectively harness their data, driving AI innovation and improved customer experiences. Salesforce’s Vision Rahul Auradkar, EVP and GM of Unified Data Services & Einstein, stated, “The Data Cloud Vector Database transforms all business data into valuable insights. This advancement, coupled with the power of LLMs, fosters a data-driven ecosystem where AI, CRM, automation, Einstein Copilot, and analytics turn data into actionable intelligence and drive innovation.” Practical Applications Customer Success Story Shohreh Abedi, EVP at AAA – The Auto Club Group, highlighted the impact: “With Salesforce automation and AI, we’ve reduced response time for roadside events by 10% and manual service cases by 30%. Salesforce AI helps us deliver faster support and increased productivity.” Availability Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities Salesforce’s new Data Cloud Vector Database and Einstein Copilot Search promise to revolutionize how businesses utilize their data, driving AI-powered innovation and improved customer experiences. Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Retrieval Augmented Generation Techniques

Retrieval Augmented Generation Techniques

A comprehensive study has been conducted on advanced retrieval augmented generation techniques and algorithms, systematically organizing various approaches. This insight includes a collection of links referencing various implementations and studies mentioned in the author’s knowledge base. If you’re familiar with the RAG concept, skip to the Advanced RAG section. Retrieval Augmented Generation, known as RAG, equips Large Language Models (LLMs) with retrieved information from a data source to ground their generated answers. Essentially, RAG combines Search with LLM prompting, where the model is asked to answer a query provided with information retrieved by a search algorithm as context. Both the query and the retrieved context are injected into the prompt sent to the LLM. RAG emerged as the most popular architecture for LLM-based systems in 2023, with numerous products built almost exclusively on RAG. These range from Question Answering services that combine web search engines with LLMs to hundreds of apps allowing users to interact with their data. Even the vector search domain experienced a surge in interest, despite embedding-based search engines being developed as early as 2019. Vector database startups such as Chroma, Weavaite.io, and Pinecone have leveraged existing open-source search indices, mainly Faiss and Nmslib, and added extra storage for input texts and other tooling. Two prominent open-source libraries for LLM-based pipelines and applications are LangChain and LlamaIndex, both founded within a month of each other in October and November 2022, respectively. These were inspired by the launch of ChatGPT and gained massive adoption in 2023. The purpose of this Tectonic insight is to systemize key advanced RAG techniques with references to their implementations, mostly in LlamaIndex, to facilitate other developers’ exploration of the technology. The problem addressed is that most tutorials focus on individual techniques, explaining in detail how to implement them, rather than providing an overview of the available tools. Naive RAG The starting point of the RAG pipeline described in this article is a corpus of text documents. The process begins with splitting the texts into chunks, followed by embedding these chunks into vectors using a Transformer Encoder model. These vectors are then indexed, and a prompt is created for an LLM to answer the user’s query given the context retrieved during the search step. In runtime, the user’s query is vectorized with the same Encoder model, and a search is executed against the index. The top-k results are retrieved, corresponding text chunks are fetched from the database, and they are fed into the LLM prompt as context. An overview of advanced RAG techniques, illustrated with core steps and algorithms. 1.1 Chunking Texts are split into chunks of a certain size without losing their meaning. Various text splitter implementations capable of this task exist. 1.2 Vectorization A model is chosen to embed the chunks, with options including search-optimized models like bge-large or E5 embeddings family. 2.1 Vector Store Index Various indices are supported, including flat indices and vector indices like Faiss, Nmslib, or Annoy. 2.2 Hierarchical Indices Efficient search within large databases is facilitated by creating two indices: one composed of summaries and another composed of document chunks. 2.3 Hypothetical Questions and HyDE An alternative approach involves asking an LLM to generate a question for each chunk, embedding these questions in vectors, and performing query search against this index of question vectors. 2.4 Context Enrichment Smaller chunks are retrieved for better search quality, with surrounding context added for the LLM to reason upon. 2.4.1 Sentence Window Retrieval Each sentence in a document is embedded separately to provide accurate search results. 2.4.2 Auto-merging Retriever Documents are split into smaller child chunks referring to larger parent chunks to enhance context retrieval. 2.5 Fusion Retrieval or Hybrid Search Keyword-based old school search algorithms are combined with modern semantic or vector search to improve retrieval results. Encoder and LLM Fine-tuning Fine-tuning of Transformer Encoders or LLMs can further enhance the RAG pipeline’s performance, improving context retrieval quality or answer relevance. Evaluation Various frameworks exist for evaluating RAG systems, with metrics focusing on retrieved context relevance, answer groundedness, and overall answer relevance. The next big thing about building a nice RAG system that can work more than once for a single query is the chat logic, taking into account the dialogue context, same as in the classic chat bots in the pre-LLM era.This is needed to support follow up questions, anaphora, or arbitrary user commands relating to the previous dialogue context. It is solved by query compression technique, taking chat context into account along with the user query. Query routing is the step of LLM-powered decision making upon what to do next given the user query — the options usually are to summarise, to perform search against some data index or to try a number of different routes and then to synthesise their output in a single answer. Query routers are also used to select an index, or, broader, data store, where to send user query — either you have multiple sources of data, for example, a classic vector store and a graph database or a relational DB, or you have an hierarchy of indices — for a multi-document storage a pretty classic case would be an index of summaries and another index of document chunks vectors for example. This insight aims to provide an overview of core algorithmic approaches to RAG, offering insights into techniques and technologies developed in 2023. It emphasizes the importance of speed in RAG systems and suggests potential future directions, including exploration of web search-based RAG and advancements in agentic architectures. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the

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Salesforce Nonprofit Cloud

Get a Free Nonprofit Trial Org

Explore the full capabilities of Nonprofit Cloud firsthand through an interactive trial. This preconfigured org includes robust sample data, providing a real-time experience of Nonprofit Cloud features in action. Utilize these trial orgs to gain insights into the comprehensive enablement offered. Get a Free Nonprofit Trial Org. It’s important to note that the Nonprofit Cloud Prebuilt Apps fall within the category of Non-SFDC Applications, governed by the terms outlined in your Main Services Agreement (formerly the Master Subscription Agreement) with Salesforce. These trial orgs are designed for proof of concept and guided self-exploration, with a 30-day expiration. Get a Free Nonprofit Trial Org Salesforce.org stands out for nonprofits by delivering powerful CRM technology tailored to a global community of nonprofits and educational institutions. Its purpose is to enhance operational efficiency, facilitate fundraising, and cultivate more meaningful relationships with the communities they serve. Power of Us Absolutely, Salesforce is a viable choice for nonprofits. The Salesforce Nonprofit Cloud is renowned for its cost-effectiveness, currently benefiting over 32,000 nonprofits worldwide. The “Power of Us Program,” created by Salesforce, offers affordable products and programs to support nonprofits. Yes, there is a free version of Salesforce for nonprofits. Nonprofit Cloud consolidates nonprofit CRM, fundraising, programs, marketing engagement, and outcomes into a single product. As part of the Power of Us Program, your initial 10 subscriptions come free of charge. Salesforce Nonprofit Cloud is a comprehensive platform specifically crafted for fundraising organizations, educational institutions, and other nonprofit entities. Its aim is to enhance digital outreach, strengthen connections with people, streamline internal management, and eliminate silos among fundraising, program management, marketing, and technology teams. The platform provides organizations and NGOs with a unified view of their ongoing operations and activities. This CRM software encompasses various nonprofit solutions, including fundraising, marketing and engagement, program management, and grants management. These solutions empower nonprofits to efficiently manage and track income streams, inbound grants, and programs in a centralized location. When utilizing CRM software for nonprofits, ensuring effective control and management of activities is crucial. Salesforce Nonprofit Cloud offers several critical benefits for nonprofits: Like1 Related Posts Tectonic’s Successful Salesforce Track Record Salesforce Technology Services Integrator – Tectonic has successfully delivered Salesforce in a variety of industries including Public Sector, Hospitality, Manufacturing, Read more Cloud Computing for NGOs As cloud computing becomes more prevalent and accessible, nonprofits are increasingly leveraging its benefits to enhance operations, boost fundraising efforts, Read more Salesforce Nonprofit for Fundraising Nonprofit Cloud for Fundraising, alternatively referred to as Salesforce Fundraising Nonprofit, introduces innovative and user-friendly methods to engage donors, raise Read more Business Card Scanner App for Salesforce Can I Scan a Business Card into Salesforce? Yes, you can scan a business card into Salesforce if your scanning Read more

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Roles in AI

12 Roles in AI You Didn’t Know You Needed To Know

Exploring new roles in generative AI – 12 new roles to dive into For those intrigued by the possibilities of AI, here are twelve emerging roles to keep an eye on—some already in existence (albeit in early stages), and others envisioned by experts like Berthy for the near future. Could one of these roles be in your career trajectory? Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Data Cloud Credits

Data Cloud Credits

Credits are the currency of usage in Salesforce Data Cloud, where every action performed consumes credits. The consumption rate varies based on the complexity and compute cost of the action, reflecting different platform features. Data Cloud Pricing Model The pricing model for Data Cloud consists of three primary components: Data Service Credits Each platform action incurs a specific compute cost. For instance, processes like connecting, ingesting, transforming, and harmonizing data all consume ‘data service credits’. These credits are further divided into categories such as connect, harmonize, and activate, each encompassing multiple services with differing consumption rates. Segment and Activation Credits Apart from data service credits, ‘segment and activation credits’ are consumed based on the number of rows processed when publishing and activating segments. Monitoring Consumption Currently, Data Cloud users must request a consumption report from their Salesforce Account Executive to review credit and storage usage. However, the new Digital Wallet feature in the Summer ’24 Release will provide users with real-time monitoring capabilities. This includes tracking credit and storage consumption trends by usage type directly within the platform. Considerations and Best Practices To optimize credit consumption and ensure efficient use of resources, consider the following best practices: Final Thoughts Credits are integral to Data Cloud’s pricing structure, reflecting usage across various platform activities. Proactive monitoring through the Digital Wallet feature enables users to manage credits effectively, ensuring optimal resource allocation and cost efficiency. Content updated June 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Copy Images to Salesforce CMS Workspace

Copy Images to Salesforce CMS Workspace

To Copy Images to Salesforce CMS Workspace you have several options. Transferring Images to Salesforce CMS Transfer your images to a Salesforce CMS workspace where they can be accessed for future marketing initiatives, such as creating an email campaign. This feature is available for Marketing Cloud Account Engagement Growth edition with Data Cloud enabled. To enable marketers to use their Account Engagement image files for future campaigns, allow the copying of images to a CMS Marketing workspace in Salesforce. Adding Images from Salesforce CMS to Your LWR Site You can add images from Salesforce CMS directly to your site page or to components populated with CMS content. In Experience Builder, you can update images attached to CMS content without altering the image in the Salesforce CMS workspace. To create dynamic content displays, nest content components within layout components on your LWR site, leveraging data binding. Creating and Cloning Content Content created in a CMS workspace is specific to that workspace and is generated in the default language. The process for adding content to a CMS workspace differs from adding content to an enhanced CMS workspace. Enhanced CMS workspaces allow you to clone content and create variants. Adding Content to a CMS Workspace: Adding Content to an Enhanced CMS Workspace: Note: When linking to external URLs, ensure your org supports the domain by reviewing the Content Security Policy (CSP) settings in Setup and adding the domain to your trusted URL list. Managing and Updating Image References When you update images in Salesforce CMS, all content referencing those images is updated as well. For example, changing an image in a published news piece will automatically update the image for your readers. Here’s how to manage image references: Salesforce CMS Media Content ID (MCID) The Media Content ID (MCID) is a unique identifier for images in Salesforce CMS. It can be found in: By leveraging Salesforce CMS, you can streamline the management and delivery of your marketing content, ensuring a consistent and efficient workflow for all your digital initiatives. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Nonprofit

Salesforce Donor Management for Nonprofits

The Salesforce donor management solution offers a comprehensive fundraising tool to support the continuous growth of nonprofit organizations and facilitate the tracking of donor-related data. Donor Engagement: Enhance donor engagement by providing a personalized self-service experience through Salesforce donor management software. Enable donors to explore the impact of their contributions, read stories, and stay connected with your mission. Empower Donors: Empower donors to stay connected by allowing them to access their donation history, update contact details, manage communication preferences, and handle recurring gifts. This ensures a seamless and interactive experience for donors. Development Staff Efficiency: Improve the efficiency of your development staff by managing donors at scale through a donor platform. Minimize time spent on routine tasks, allowing your team to focus on more personalized and impactful interactions with donors. Digital Spaces: Create private, secure, and branded digital spaces tailored to your nonprofit. Utilize the Salesforce platform and CRM data to engage any community on any device. Donation Management System: Utilize a donation management system strategically for fundraising efforts, handling data for past, current, and potential donors. This system acts as a cloud-based filing cabinet, tracking all relevant information about your organization, including names, emails, tasks, deadlines, and gift asks. Fundraising for Nonprofit Cloud: Salesforce’s Fundraising for Nonprofit Cloud offers tools specifically designed for the unique considerations of the nonprofit sector. It assists fundraisers in nurturing relationships, capturing supporter information, monitoring key metrics, and unifying teams with purpose-built tools for various fundraising roles and channels. Features of Salesforce Donor Management for Nonprofits: Additional Functionality: Salesforce Solutions for Nonprofits: Salesforce provides various solutions tailored for nonprofits, including Nonprofit Cloud, Marketing Cloud, Experience Cloud, Nonprofit Success Pack, and Account Subledger, enabling organizations of all sizes to achieve success. 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 What is a Salesforce Jumpstart? A Salesforce Jumpstart is a program designed to help businesses quickly and efficiently implement Salesforce, which is a powerful customer Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more

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Tectonic at a Glance

Will You Get a Return on Your AI Investment?

To get a return on AI investment, you must understand what you are investing in with Artificial Intelligence. “You need to be able to be clear-eyed about the potential but be able then to come down to the use cases. What are the functions? What are the tasks? What are the jobs to be done?” CHITRANG DAVE DATA LEADERSHIP COLLABORATIVE The essence of digital transformation, whether it involves cloud migration or implementing enterprise CRM, revolves around achieving results and enhancing productivity. Artificial Intelligence (AI) is no exception to this paradigm. A survey conducted among analytics and IT leaders reveals the manifold benefits of AI adoption, including expedited business decision-making, operational streamlining, increased focus on valuable tasks, automated workflows, and an enhanced customer experience. However, to fully realize these advantages and get a return on AI investment, it is imperative to pinpoint projects that promise the highest returns. Not every use case aligns with an AI solution, and the process of determining where to deploy AI involves both an art and a science. It commences with a profound understanding of the goals at hand and an assessment of potential challenges. Starting from this foundation, the following questions should guide your approach to get a return on AI investment: By addressing these questions systematically, organizations can navigate the complexities of AI deployment, ensuring that the chosen projects align with their objectives and provide tangible benefits in terms of efficiency, innovation, and customer satisfaction. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more

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