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marketing growth channels in 2022
20Feb

Marketing Growth Channels in 2022

In their quest for multichannel engagement, marketers are integrating push and mobile messaging alongside email campaigns. Despite these additions, email marketing remains the predominant player. According to Salesforce Marketing Cloud product data, which draws from trillions of message sends, email usage has seen a year-over-year increase, comprising 80% of all outbound messaging. Additionally, the volume of outbound emails has surged by 15% in the past year. Customers affirm the enduring effectiveness of email, ranking it among their preferred channels to interact with brands, second only to the phone. Email maintains an 84% usage share, surpassing push and SMS marketing. Marketing Growth Channels in 2022. Amidst evolving customer expectations, marketers face increased challenges, with 71% expressing that meeting these expectations is more difficult than a year ago. For marketers, personalization extends beyond targeted messaging to encompass a hyper-personal understanding of individual needs. Recent research reveals that 73% of customers expect companies to comprehend their unique needs and expectations. In response, 83% of marketers leverage dynamic customer insights to tailor their strategies and enhance the impact of each interaction. Regardless of their approach to a multichannel strategy, marketers are dedicated to delivering exceptional customer experiences, with high-performing marketers taking this commitment seriously. A notable 82% of high-performing marketers identify customer experience as a key competitive differentiator, expressing confidence in their progress towards deciphering the code. Furthermore, 86% of high-performing marketers engage with customers in real time across multiple channels, showcasing their proficiency in unlocking actionable data. Marketing Growth Channels in 2022. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Alphabet Soup of Cloud Terminology As with any technology, the cloud brings its own alphabet soup of terms. This insight will hopefully help you navigate Read more

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February 20, 2024in Marketing Automation
Marketing Cloud Growth Extends The Platform
20Feb

Marketing Cloud Growth Extends The Platform

Marketing Cloud Growth extends the platform capabilities to enhance your team’s marketing endeavors. It allows you to integrate multiple data sources with Data Cloud, create content using Digital Experiences, orchestrate complex customer journeys with Flow Builder, and optimize campaigns with Einstein AI. Required Editions: Available in Salesforce Enterprise and Unlimited Editions with Marketing Cloud Growth Edition. Marketing Cloud Growth Extends The Platform Today, Salesforce unveiled Marketing Cloud Growth, a new edition tailored for small businesses to drive efficient growth through CRM, AI, and data integration. Marketing Cloud Growth integrates marketing automation with sales, service, and commerce functionalities on Salesforce’s trusted customer platform, Einstein. Furthermore, Salesforce announced that marketers can leverage Data Cloud at no cost, enabling them to access trusted first-party data crucial for AI-driven, personalized customer experiences. Why it matters: Studies show that 51% of marketers use generative AI to streamline tasks like content creation, copywriting, and market data analysis. However, without high-quality first-party data, AI-generated content lacks the accuracy necessary for businesses to trust and utilize it effectively. AI has significant potential to benefit small businesses, which spend nearly 11 hours per week drafting emails—time that could be saved through AI-driven automation for content creation, personalization, and optimized customer communication timing. By consolidating CRM, AI, and data within a unified platform, these innovations empower businesses to deliver compelling, interconnected customer experiences. Steve Hammond, EVP and GM, Marketing Cloud, Salesforce perspective: “Marketers want to leverage AI to fuel creativity, drive efficiency, and grow their business, but often lack the necessary data for accurate, trustworthy results. By consolidating CRM, AI, and data within a single platform, these innovations empower businesses to deliver the compelling connected experiences customers expect.” With Marketing Cloud Growth, small businesses gain access to Data Cloud and generative AI directly within their workflow, integrating multi-channel marketing with sales, service, and commerce on a single platform. New customers can easily start leveraging data and generative AI to: Additionally, Data Cloud, available at no cost to Salesforce customers, enables: Go deeper: Data Cloud enables companies to consolidate trapped data into Salesforce, creating a comprehensive 360-degree view of customers across products, services, and interactions. Einstein 1 seamlessly integrates with Data Cloud to unlock organizational data for superior customer experiences, AI-driven employee augmentation, and enhanced profitability. Manage Your Marketing App: Salesforce admins, Data Cloud admins, and marketing admins configure and manage Marketing Cloud Growth. Determine whether these roles are consolidated or managed by multiple individuals. Increase Productivity with AI: Predictive and generative AI tools from Einstein in Marketing Cloud Growth enhance work outcomes and day-to-day productivity. Comply with Privacy Regulations: Stay compliant with privacy and consent regulations using Marketing Cloud Growth’s consent management tools, including default marketing communication subscriptions and a built-in email preference page. Target Audiences with Marketing Cloud Growth: Utilize Data Cloud data to filter segments, ensuring your campaigns reach the right audience. Manage Marketing Efforts with Campaigns: Design and automate campaigns in a centralized hub with templated options for content creation. Manage Content in Marketing Cloud Growth: Organize and create various content types within the Content tab powered by Salesforce CMS. Measure Success in Marketing Cloud Growth: Monitor performance and campaign success with Data Cloud reports available in the Analytics tab. Marketing Cloud Growth will initially launch in the United States and Canada, with plans to expand to EMEA by year-end and additional regions thereafter. Salesforce customers with Sales or Service Enterprise Edition (EE) or above can access Data Cloud at no cost. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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February 20, 2024in Marketing Automation, Salesforce, Salesforce Data Cloud, Salesforce Einstein
Conversational Commerce
20Feb

Conversational Commerce

“Hey Siri, find the top-rated red saddle pads.” This simple command exemplifies how conversational commerce is revolutionizing the digital shopping experience. While Siri and Alexa are training us to talk to our technology, traditional chatbots teach us to ask our technology in natural language to do something. Now, customers can utilize chatbots, messaging apps, and voice assistants to explore products and complete purchases online. This experiential shopping shift enables businesses to engage with consumers in a natural manner, seamlessly integrating into their everyday routines. With conversational AI, shopping feels akin to conversing with a friend. Thanks to advancements in generative AI, the process is becoming increasingly personalized, intuitive, and hassle-free. Here’s an overview of conversational commerce: What is conversational commerce? Conversational shopping tools involve enhancing sales through direct communication with customers. It encompasses automated conversation flows as well as interactions between sales and service representatives and customers via text or social media messaging. Ultimately, conversational commerce aims to establish meaningful, personalized connections with customers, combining the convenience of digital communication with the warmth of human language to drive sales and foster loyalty. Different Types of Conversational Commerce: The Role of AI in Conversational Commerce: AI plays a primary role in evolving conversational commerce by understanding consumer intent and guiding them through the purchasing process. Natural language processing (NLP) enables chatbots to comprehend inquiries and provide relevant responses, while machine learning analyzes customer data to offer personalized recommendations and streamline the purchase journey. Conversational Commerce and Social Commerce: Conversational commerce intersects with social commerce, capitalizing on platforms like Instagram and TikTok to build authentic connections with customers and facilitate seamless transactions embedded in their social interactions. Benefits of Conversational Commerce: Common Pitfalls and Solutions: By leveraging conversational commerce effectively, businesses can create seamless, personalized interactions that drive sales and foster long-term customer relationships. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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February 20, 2024in Generative AI, Salesforce Development Services, Salesforce Sales Cloud
steps to embrace ai
19Feb

Steps to Embrace AI

The world is evolving rapidly, with AI playing a transformative role. Despite concerns about AI’s impact on jobs, it has the potential to empower and simplify our lives. Rather than replacing humans, AI can automate routine tasks, allowing individuals to focus on more creative and value-added work. The future lies in human-AI collaboration, requiring us to prepare for a shift in roles and responsibilities.

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February 19, 2024in Generative AI, Salesforce Einstein
Salesforce prompt builder
18Feb

Salesforce Prompt Builder Spring ’24

Salesforce and Salesforce Admins have long been familiar with the concept of Artificial Intelligence (AI). Salesforce Prompt Builder Spring ’24 release brings it closer than ever. Over time, Salesforce has provided admins with a user-friendly interface to implement predictive AI features like Opportunity Scoring, Lead Scoring, and Einstein Bots. Now, with the introduction of generative AI in Salesforce, admins have even more tools to enhance productivity and empower users with AI-driven solutions. One such tool is Prompt Builder, a groundbreaking generative AI tool that enables admins to integrate prompts seamlessly into workflows, enhancing business tasks. This post delves into the essential AI concepts underlying Prompt Builder and offers best practices for creating, managing, testing, and refining prompt templates. But before we explore Prompt Builder, let’s understand what generative AI means for admins and the opportunities it presents: Generative AI opens up new possibilities for admins in the evolving world of Salesforce Administration. However, utilizing such technologies comes with its own set of challenges. Admins need to consider various factors, including grounding large language models (LLMs) with context and business data, ensuring data security, refining prompts to avoid inaccuracies, and deploying AI seamlessly to users. With the Spring ’24 release, Salesforce introduces Prompt Builder, a revolutionary tool designed to address these challenges and drive efficiency and innovation for admins. Prompt Builder empowers admins to: These templates streamline user workflows and make businesses smarter while ensuring data security within Salesforce trust boundaries. To effectively leverage Prompt Builder, admins need to understand key components such as grounding data, creating and managing prompt templates, testing and refining prompts, and deploying them to users. Overall, Prompt Builder revolutionizes how businesses leverage AI within the Salesforce Platform, offering admins a comprehensive solution to harness the full potential of generative AI. Whether you’re a seasoned Salesforce Admin or new to AI integration, Prompt Builder opens up a world of opportunities for innovation and transformation. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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February 18, 2024in Einstein 1 Platform, Marketing Automation
17Feb

Salesforce Unveils Einstein Copilot

Salesforce Unveils Einstein Copilot: A New Era in AI-Powered CRM Salesforce, the world’s leading customer relationship management (CRM) platform, has introduced Einstein Copilot, an advanced AI-powered assistant designed to revolutionize business interactions with CRM systems. Seamlessly integrated within Salesforce’s ecosystem, including Data Cloud, Einstein Copilot automates complex workflows, enhances operational efficiency, and delivers highly personalized customer insights. By leveraging AI, it empowers sales, marketing, and customer service teams while ensuring compliance with data privacy and governance standards. The Challenge: Enhancing CRM Efficiency with AI As customer relationships became more intricate, businesses sought a CRM solution that could: Salesforce responded by integrating cutting-edge AI capabilities into its CRM platform, ensuring a seamless, secure, and intelligent customer experience. The Einstein Copilot Solution Salesforce has embedded Einstein Copilot across its CRM applications, transforming customer relationships through AI-driven automation. By harnessing Data Cloud, Einstein Copilot accesses unified, reliable data to generate real-time insights, helping businesses make smarter decisions and enhance customer interactions. With customization tools like Copilot Builder, Prompt Builder, Skill Builder, and Model Builder, businesses can tailor Einstein Copilot to meet their unique needs. Integration with Salesforce extensions and external APIs further optimizes workflows, automating tasks and streamlining operations. Key Features of Einstein Copilot Results: Transforming CRM with AI Since its launch, Einstein Copilot has significantly improved customer satisfaction and operational productivity by: Challenges & Considerations Despite its success, deploying Einstein Copilot presented some challenges, including: The Future of Einstein Copilot Salesforce is committed to expanding Einstein Copilot’s capabilities, focusing on: Salesforce envisions Einstein Copilot setting a new benchmark in AI-driven CRM, enabling businesses to foster stronger customer relationships, drive growth, and streamline operations. About Salesforce Salesforce is the world’s leading CRM platform, empowering businesses with innovative solutions that blend cloud computing, artificial intelligence, and big data analytics. Since its founding in 1999, Salesforce has been at the forefront of digital transformation, helping organizations optimize operations and elevate customer engagement. Conclusion Einstein Copilot marks a transformative shift in CRM, leveraging AI to enhance efficiency, automate workflows, and deliver superior customer experiences. With AI-driven automation and intelligent decision-making, businesses can now focus on building long-lasting customer relationships that drive loyalty and success. Einstein Copilot is now Agentforce. Content updated January 2025. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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February 17, 2024in AI Tools, Artificial Intelligence, Data, Salesforce
Which Industries Use Salesforce
15Feb

Which Industries Use Salesforce?

Salesforce’s comprehensive industry solutions cater to specific needs across a wide array of business sectors, making it a crucial tool for businesses seeking tailored CRM solutions. Its adaptability and industry-focused approach have contributed to its widespread adoption across various domains.

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February 15, 2024in Salesforce Automotive Cloud, Salesforce Communications Cloud, Salesforce Education Cloud, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Government Cloud, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Manufacturing Cloud, Salesforce Media Cloud, Salesforce Public Sector Solutions
Salesforce Einstein
14Feb

Spring ’24 Einstein Release Notes

Spring ’24 Einstein Release Supercharge your workforce efficiency with predictive and generative AI. Einstein Features Learn more about how Einstein can supercharge productivity across all Salesforce clouds. Einstein features are released as often as monthly, so check back again soon for the latest AI solutions. Features included in the January monthly release generally become available when Spring ’24 rolls out to your org. CLOUD FEATURES RELEASE NOTE February ’24 Sales Sales Emails Get More Options with Custom Sales Email Templates Service Generative AI Surveys Einstein for Feedback Management Service Work Summaries Close Cases More Efficiently with Work Summaries in Einstein Copilot (Beta) Service Work Summaries Use Work Summaries for Messaging Channels in More Languages January ’24 Commerce Concierge, Einstein Return Insights, Page Meta Tags, Smart Promotions, and more Commerce Einstein Data Cloud Einstein Segments Reach the Right Audiences with Generative AI Einstein Search Einstein Search, Search Answers Einstein Search Industries Contracts AI Contracts AI (can be outdated or unavailable during release preview) Platform Einstein for Formulas Get a Natural-Language Explanation of Your Formulas Sales Call Explorer, Call Summaries Einstein Conversation Insights Sales Contact Suggestions Spend Less Time Finding New Contacts with Einstein Suggestions Sales Einstein Activity Capture, Sales Emails Sales Cloud Einstein Service Einstein Conversation Mining, Service Replies, Work Summaries Einstein for Service Service Work Summaries Wrap Up Call and Enhanced Messaging Sessions Faster with Einstein Work Summaries Spring ’24 Einstein release Like2 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 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 Public Sector Salesforce Solutions Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing Read more Fully Leveraging Salesforce Salesforce, a dominant force in customer relationship management (CRM) systems, revealed a study that suggests that 83% of sales professionals Read more

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February 14, 2024in Einstein 1 Platform, Einstein Insights
Digitalization in Travel and Transportation Industries
13Feb

Digitalization in Travel and Transportation Industries

The transportation industry is currently experiencing a rapid evolution, compelling companies to reimagine themselves within their ecosystem and opening up numerous opportunities for growth. Digitalization in Travel and Transportation Industries covers a myriad of tools and technologies. The competitive landscape is in a state of flux, with startups challenging established players and the introduction of innovative products and services in mobility, transportation, and logistics. Digitalization, Travel, Transportation, and Hospitality Digitization has emerged as the primary driver of change, pushing transportation companies to innovate and transform. To stay in step with industry standards, these companies must adapt to dynamic regulations, including those related to trade, customs, tariffs, and more. The Tectronic Transportation and Mobility teams provide purpose-led transformative services to help clients in the transportation industry enhance the global movement of people and goods. In the travel industry, ongoing digital transformation translates to increased online convenience for most travelers. Essential elements of travel, such as decision-making, journey arrangements, and overall experience, are becoming automated. Digitization not only simplifies travel planning but also empowers tourism organizations to deliver personalized visitor experiences while gaining insights into preferences and exploration behavior. Digital transformation in the travel industry involves utilizing technology to modernize and revolutionize the operations and customer interactions of travel businesses. The integration of technology across travel stages, from planning and booking to the actual travel experience, has enhanced convenience and revolutionized the industry, particularly through online booking and reservation systems. The digitalization of transport infrastructure involves incorporating every stage in the supply chain and vehicles into the digital realm, with personal identification on the Internet and software control. Digital Tourism Digital tourism trends encompass various digital technologies integrated into the tourism industry, including virtual reality experiences, online booking tools, personalized travel recommendations through AI, and social media for destination marketing. Digital transformation has streamlined the check-in and check-out process in the hospitality industry. Online check-in enhances the customer service journey, providing a more effortless experience. Technologies like digital keys contribute to an improved traveler experience. Artificial intelligence and machine learning are increasingly prevalent in the travel and hospitality industry, enhancing and personalizing customer experiences throughout the journey. The Online Travel Market The online travel market is expected to grow further, driven by factors such as increased internet penetration, rising popularity of mobile devices, and the growing demand for personalized travel experiences. Examples of digital transformation in the industry include the implementation of biometric technology for secure identification, the enhancement of mobile internet speed through 5G connectivity, and the growing use of voice technology for hands-free and convenient travel planning. In the hospitality and tourism industry, digital transformation goes beyond efficiency and cost savings, offering benefits like an enhanced customer experience through personalized services based on data analytics and valuable insights into customer preferences, enabling tailored offerings. Like2 Related Posts 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 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 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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February 13, 2024in Salesforce Hospitality Travel and Transportation
AMPScript Beautifier
13Feb

AMPScript Beautifier

AMPScript Beautifier This extension helps you format (beautify/prettify) your SFMC AMPscript for easier readability and maintenance. AMPScript Beautifier Features: To simplify your SFMC development, click [here](link to extension). Usage: The format command can also run automatically based on your settings (editor.formatOnSave). Extension Settings: This extension contributes the following settings: Default values for these settings can be found in Features Contributions. Note: This extension was originally developed in collaboration with Merkle DACH (formerly Isobar Switzerland) and is now available to the developer community. Known Issues: Make AMPscript beautiful again! This Brackets extension reformats AMPscript (from Salesforce.com Marketing Cloud/ExactTarget) for enhanced readability. Download Brackets here: http://brackets.io/ You may download and install this extension in one of three ways. Using Extension Manager to find it through the extension registry you always find the latest stable release conveniently within Brackets. You can also get the latest work-in-progress version by downloading or installing the extension directly from the repository. This allows you to try new features that might not have been tested fully yet. Like1 Related Posts Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access 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 Mapping Your Customer Journey Creating a customer journey map is a crucial undertaking for businesses aiming to improve the customer experience and foster long-term Read more Collecting Customer Data and Acting On It Salesforce Data Collection and Customer Journey Mapping for Better Outcomes At the forefront of customer engagement, sales revenue leaders have Read more

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February 13, 2024in Salesforce Marketing Cloud
Considerations When Implementing PHI
11Feb

Considerations When Implementing PHI

Consumers today express heightened concerns about their data privacy, with 92% of Americans showing apprehension about online privacy. This apprehension extends beyond worries about the security of mobile phones, email, and browsers, particularly in the healthcare sector, where providers face increased scrutiny in safeguarding patients’ Protected Health Information (PHI). PHI is a prime target for cybercriminals due to its sensitivity, but securing it at scale poses significant challenges. Considerations When Implementing PHI. What is PHI and how is it protected? With certain exceptions, the Privacy Rule protects a subset of individually identifiable health information, known as protected health information or PHI, that is held or maintained by covered entities or their business associates acting for the covered entity. HIPAA mandates stringent rules for the protection of healthcare information qualifying as PHI, imposing severe financial and criminal penalties for non-compliance. The HIPAA Privacy Rule specifically oversees PHI, encompassing health or personal information that can identify an individual, including historical, present, or future data related to mental or physical health. Entities handling PHI must adhere to strict requirements for transmitting, storing, and disposing of this data, as patients inherently possess legal rights to the privacy and security of their PHI. Compliance is vital for the protection of PHI, not only to fulfill regulatory obligations but also to mitigate the substantial risks posed by cybercriminals who target this valuable information. The allure for cybercriminals lies in the lucrative market for healthcare data, with records selling for hundreds to thousands of dollars per record on the black market. Given the potential for compromising millions of patient records in a single breach, attackers stand to gain significant sums. In contrast, other personal identifiers like Social Security numbers and credit card information fetch considerably lower prices. What are some of the barriers to implementing HIPAA guidelines in health care organizations? The three main aspects of HIPAA that continue to be a challenge for organizations are privacy, security and breach notification. Ensuring compliance involves both technical and procedural considerations, and practices must implement updated training programs, access controls, secure data disposal methods, encryption measures, and regular security assessments. Compliance extends beyond internal practices, requiring thorough scrutiny of third-party vendors’ adherence to PHI protection regulations. In the broader context of system compliance with PHI regulations, including HIPAA, specific software requirements play a pivotal role. These requirements, such as data encryption, access controls, audit logs, data integrity measures, and breach notification capabilities, collectively ensure the confidentiality, integrity, and availability of PHI. Compliance necessitates an organizational commitment to privacy and security considerations, encompassing technical safeguards, administrative policies, and physical security measures. Various businesses, including hospitals, insurance providers, pharmacies, and psychologists, handle PHI, making its protection challenging yet imperative to adhere to HIPAA standards. Maintain documents containing PHI in locked cabinets or locked rooms when the documents are not in use and after working hours. Establish physical and/or procedural controls (e.g., key or combination access, access authorization levels) that limit access to only those persons who have a need for the information. What’s your responsibility in protecting PHI? This includes implementing HIPAA-required administrative , physical , and technical safeguards with regard to any person, process, application, service, or system used to collect, process, manage, analyze, or store PHI. Like1 Related Posts 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 Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. 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 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

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February 11, 2024in Salesforce Data Cloud, Salesforce Health and Life Sciences Solutions
Salesforce prompt builder
10Feb

Create Test and Refine Prompt Templates With Prompt Builder

Salesforce has introduced Prompt Builder, a revolutionary tool powered by generative AI, designed to enhance business tasks by seamlessly integrating prompts into workflows. This article delves into the core AI concepts underlying Prompt Builder, offering insights into creating, managing, testing, and refining prompt templates for optimal performance. Before digging into the intricacies of this new innovation, let’s first explore what generative AI means for administrators. Create Test and Refine Prompt Templates With Prompt Builder. Understanding Key Terms: Key Features of Prompt Builder: Utilizing Prompt Templates: Testing and Refining Prompt Templates: Deploying Prompts: Designing Effective Prompt Templates: Embracing Generative AI with Prompt Builder: As Prompt Builder prepares for its general availability in Spring ’24, businesses can anticipate a paradigm shift in how they harness AI to propel their operations forward. Whether seasoned Salesforce Admins or newcomers to AI integration, Prompt Builder offers a gateway to unlocking the myriad possibilities of generative AI within Salesforce. Create Test and Refine Prompt Templates With Prompt Builder. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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February 10, 2024in Data, Generative AI, Mulesoft, Salesforce, Salesforce Einstein
Generative AI Terms Do I Need to Understand
09Feb

What Generative AI Terms Do I Need to Understand to Participate in AI Conversations?

You don’t need to be a software engineer, a data scientist, or a geek to understand gen AI or speak with authority about it with technical people. But business leaders should be able to think about AI holistically. Including benefits and risks, where it fits into the company’s culture, and mission. As well as what type of governance and infrastructure it requires.  What Generative AI Terms Do I Need to Understand to participate in the conversation? Business leaders can’t help lead AI programs to success if they can’t engage with the tech teams.    We’ve put together a list of the most essential AI terms that will help everyone in your company — no matter their technical background – understand the power of generative AI. Each term is defined based on how it impacts both your customers and your team, a crucial element in understanding the power of AI.  Gen AI technologies (and adoption) are growing extraordinarily fast. As it informs more business decisions and transforms your relationships with customers, leaders at all levels must understand its potential, its use cases, and its risks. How do you do that? Start by asking the right questions about AI.   Salesforce’s most recent survey on generative AI use among the general population within the U.S., UK, Australia and India found the public is split between users and non-users. Within each country, the online populations surveyed reported the below usage (note: cultural bias may impact results): Like1 Related Posts 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 Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust 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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February 9, 2024in Generative AI, Salesforce Einstein
Salesforce for Charities
08Feb

Salesforce for Charities

Salesforce Nonprofit Cloud serves as a comprehensive solution encompassing fundraising, program management, grant management, marketing, and donor management for nonprofit organizations. Salesforce for Charities enables the measurement, tracking, and updating of data across all facets of nonprofit operations and management. Within the charity and nonprofit sector, Salesforce Nonprofit Cloud is highly favored, boasting a clientele of over 50,000 organizations in more than 80 countries—a number that continues to grow. Notably, numerous international charities prefer Salesforce, leading to the establishment of a dedicated business unit tailored specifically for the nonprofit sector. Choosing Salesforce for reporting proves to be an excellent decision for nonprofits due to its recognized accuracy and reliability. The software plays a crucial role in facilitating efficient data management and insights, allowing nonprofits to scale effectively and fulfill their missions. Charities leverage Salesforce Nonprofit Cloud for various purposes, including tracking donations and fundraising campaigns. The CRM software generates reports and analytics, offering insights into the success of these efforts and pinpointing areas for improvement. Overall, Salesforce provides a robust foundation for nonprofits to create efficiency with data, gain valuable insights, and successfully scale their operations to deliver on their mission. Ready for success now? Empower your teams to be more effective, productive, and impactful with Salesforce for Nonprofits. By Tectonic’s Salesforce Marketing Consultant, Shannan Hearne Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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February 8, 2024in Salesforce, Salesforce Development Services, Salesforce for Nonprofits, Salesforce Nonprofit Cloud

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