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Cloud First

What is a Cloud First Strategy?

Cloud First Strategy vs. Cloud-Only: Understanding the Different Strategies A Cloud-First strategy entails the adoption of cloud technologies for all new applications, platforms, and infrastructure. It prioritizes the use of cloud computing services. Even over traditional legacy IT systems.  This approach emphasizes the integration of cloud computing technologies as the primary method for delivering IT services. Thus distinguishing it from strategies based on more traditional IT architectures and inhouse systems. The overarching objective of the Cloud-First strategy is to minimize costs while enhancing the quality. Speed of service delivery improves as well. By leveraging cloud technologies from the outset, organizations can optimize efficiency and stay at the forefront of modern IT solutions. A cloud-only strategy is one where all IT resources are delivered from either public or private clouds. , Whereas no resources are delivered from traditional data centers operated by the company itself. The goal of this approach is to provide increased agility for business operations as well as improved cost efficiency for IT departments. The Cloud-First approach, while gaining popularity in the IT industry, is not a one-size-fits-all solution. It proves to be a valuable tool for certain businesses. But may not be suitable for others. This strategy is best suited for companies equipped with the resources to establish and maintain their own data centers. Cloud First While Cloud-First can be applied to almost any organization due to its minimal service requirements, it comes with both benefits and limitations. One limitation is that it does not offer a comprehensive solution for data storage and backup since the data is solely stored in the cloud, lacking a physical backup of files. Additionally, a downside of Cloud-First is the dependency on internet connectivity; in the event of an internet outage or no connection, access to files becomes unavailable. If you are evaluating which cloud computing solution is right for your business, contact Tectonic today. 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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Best Practices for Data Management

Best Practices for Data Management

Mastering Data Management in Salesforce Effective data management is crucial for maximizing success with Salesforce. Ensuring you have high-quality, useful data empowers your team to achieve business goals and identify growth opportunities. Below are learning resources, expert articles, and video guides designed by Salesforce professionals to help you take control of your data. Build a Data Management Strategy A solid data management strategy ensures that your team is aligned on how data is collected, analyzed, and used to drive success. These resources will guide you through creating a strategy and avoiding common pitfalls: Improve Data Quality Clean data is essential for tracking, reporting, and ensuring the success of your Salesforce implementation. Explore the following resources to improve your data quality: Import Data Seamlessly bring existing data into Salesforce to ensure you have a full record for reporting and tracking. These resources will guide you through importing data: Maintain and Clean Up Data To keep your data clean and reliable over time, follow these best practices for long-term data management: Go Further with Data Management Take your data management expertise to the next level with these additional resources: These curated resources empower you to master data management within Salesforce, ensuring your organization makes the most of its CRM data to drive growth and success. Content updated September 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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Image

Salesforce Retiring Inbox

Salesforce Inbox features increase sales reps’ productivity on every email message, whether they’re on the go or at their desk. Inbox integrates your email and calendar in Salesforce so sales reps can manage their work more efficiently.  An Inbox license unlocks Inbox features in the Outlook integration, Gmail integration, and Lightning Experience, and also provides access to the Inbox mobile app. Salesforce has planned to discontinue the Inbox mobile app effective February 1, 2024. Post-retirement, users will be encouraged to utilize the desktop integrations with Outlook and Gmail to access the majority of features previously available in the Salesforce Inbox mobile application. Sell smarter with CRM in your email inbox. Create opportunities and update pipeline data from anywhere. Create context for your entire team with seamless email logging, and make sure deal-critical emails get the right response faster. Time is of the essence when you’re working on the go. Inbox helps you focus on what matters by enabling faster access to key information about prospects or customers. What does this change mean for me? The Salesforce Inbox mobile application will no longer work with the Spring ‘24 release. Users should leverage the functionality in the desktop application or the Salesforce mobile application. What action can I take? Ensure the Salesforce mobile application is installed to access Salesforce records. What happens if I don’t take action? You will lose access to Salesforce records on your mobile device using Salesforce Inbox mobile application. If you have more questions, open a case with support via Salesforce Help. To view all current and past retirements, see Salesforce Product & Feature Retirements. To read about the Salesforce approach to retirements, read our Product & Feature Retirement Philosophy. 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

Did Your Salesforce Product Name Change?

In the ever-changing ecosystem of Salesforce and enterprise technology in general, product capabilities continually evolve and adapt. This holds true for Salesforce’s product portfolio, where not only functionalities but also product names undergo transformations. Salesforce Product Name Change happens all the time. The ‘formerly known as’ guide presented here explains the reasons behind these name changes and provides insights into the evolution of specific Salesforce products. The rationale for altering product names often stems from the need to enhance clarity, align with product developments, or signify the introduction of something new or retired. While this creates significant challenges for the sales and marketing teams at Salesforce and its partners and customers, it also impacts things like your search for information on a product or resources for implementation. Salesforce Product Name Change Feel free to bookmark, save, or print this list. Data Cloud: Data Cloud, Salesforce’s Customer Data Platform (CDP), takes the evolutionary spotlight with its frequent name changes, reflecting the rapid evolution of this technology. From Customer 360 Audiences to Salesforce Genie and eventually settling as Data Cloud in 2023, each name adjustment signifies big advancements and adaptability, particularly with generative AI innovations. CRM Analytics: The journey of CRM Analytics, previously known as Edgespring, Wave, and Einstein Analytics, illustrates the consolidation of Salesforce’s analytics offerings. The final nomenclature, CRM Analytics, emerged in April 2022, reflecting a desire for consistency and immediate recognition. Salesforce Industries: The evolution from Vlocity to Salesforce Industries in 2020 demonstrates Salesforce’s recognition of the distinctive nature of industry-specific requirements in the platform. This transition resulted from the acquisition of Vlocity and the integration of its industry-specific CRMs into Salesforce’s family of product offerings. Account Engagement (formerly Pardot): The renaming of Pardot to Account Engagement emphasizes Salesforce’s commitment to consistency and immediate understanding within the expansive Marketing Cloud product suite. The new name aligns with the product’s focus on B2B marketing automation. One can hardly remember when the product was known as Exacttarget. Marketing Cloud Offerings: Several Marketing Cloud products underwent renaming in April 2022. Personalization (formerly Interaction Studio) and Marketing Cloud Intelligence (formerly Datorama) highlight Salesforce’s effort to streamline and provide clarity within its diverse marketing solutions. Quip: Quip, initially acquired in 2017, underwent various phases, from Salesforce Anywhere to Canvas within Slack. Despite a potential interim name as “Live Documents,” the product eventually reverted to the concise and distinct name Quip. One small example of the more things change, the more they become the same. Einstein GPT: The launch of Einstein GPT highlights Salesforce’s innovation in generative Artificial Intelligence tools, emphasizing its broader scope, including the Data Cloud as its foundation. Subsequent changes, such as the introduction of the Einstein 1 Platform and Copilot, indicate the platform’s ongoing evolution. Prompt Builder: The evolution from Prompt Studio to Prompt Builder within Copilot Studio shows Salesforce’s commitment to consistency in naming conventions across different parts of its platform. Salesforce Starter Edition: Originally introduced as Salesforce Easy and later renamed Salesforce Starter, this CRM edition targets small businesses, emphasizing guided onboarding and built-in AI capabilities. The product remains a great entry-level platform for smaller businesses looking to move to the Salesforce ecosystem. Work.com: While not a name change per se, the revival of Work.com for a different purpose reflects Salesforce’s adaptability. The legacy Work.com, focused on social performance management, contrasts with the contemporary Work.com, offering applications, resources, and content for creating resilient workplaces. What’s in a Name? Salesforce’s approach to name changes aims to signify innovation, clarity, and relevance to evolving functionalities. The transparent communication from Salesforce leadership underscores their commitment to keeping users informed about the reasons behind such changes. As the Salesforce ecosystem continues to evolve, names may change, but the intention remains rooted in highlighting what’s new and driving progress. Salesforce Product Name Change is just a part of the evolution of the ecosystem. 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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Get to Know Ampscript

Get to Know Ampscript Marketing Cloud

AMPscript is Marketing Cloud Engagement’s proprietary scripting language designed for advanced dynamic content in emails, landing pages, SMS, and push messages. While incorporating basic programming concepts, AMPscript is user-friendly and accessible even to non-coders, enabling the creation of highly personalized and dynamic content. Its purpose is to expand Marketing Cloud Engagement functionality to facilitate one-to-one personalized communications, offering marketers a powerful tool to enhance their digital campaigns. AMPscript Functionality: AMPscript serves several functions within Marketing Cloud Engagement, including: Categories and Examples of AMPscript Functionality: Scenarios Where AMPscript is Utilized: Get to Know Ampscript Language Components of AMPscript: AMPscript provides the flexibility to create highly dynamic emails and content by leveraging variables, operators, and conditional logic. The subsequent unit covers basic functions and syntax to aid users in initiating their journey with AMPscript. 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 Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more Overlooked Costs of a Salesforce Implementation Let’s look at some frequently overlooked Salesforce costs. The goal is to provide businesses and decision-makers with a comprehensive understanding Read more

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Slack for Financial Services

How Slack Works with Financial Services Cloud

The financial services industry is fiercely competitive, demanding quick access to customer data, seamless collaboration, and well-informed decision-making for growth and staying ahead. Slack and Salesforce Financial Services Cloud (FSC) serve as instrumental tools in achieving these objectives. By synergizing these two robust platforms, organizations in the financial sector can enhance efficiency and organizational structure. How Slack Works with Financial Services Cloud. Salesforce FSC, a cloud-based platform, offers an encompassing suite of applications tailored for financial services. It streamlines processes like sales, marketing, compliance, and customer service. Real-time access to customer data empowers finance professionals, enabling them to make informed decisions efficiently. Slack, an instant messaging platform, facilitates faster and secure communication, fostering collaboration among team members. It simplifies file-sharing across devices, ensuring universal access to essential information. Slack’s user-friendly interface organizes conversations, mitigating the challenge of managing communication across various platforms. The integration of Slack and FSC revolutionizes finance teams’ operations, providing unprecedented speed, efficiency, and collaboration capabilities. Real-time notifications from FSC within Slack enable swift responses to changes in customer databases or workflow processes. Collaborative efforts are further streamlined, as documents from both platforms can be seamlessly shared in Slack conversations, eliminating the need to toggle between platforms or search for files in different locations. In summary, the synergy between Salesforce Financial Services Cloud and Slack empowers finance teams to work smarter, faster, and more effectively, maintaining a competitive edge. Leveraging FSC’s robust features alongside Slack’s user-friendly interface equips financial services organizations with the essential tools needed for success in today’s highly competitive marketplace. Implementing both systems promises a significant boost for your business – are you ready to enhance your operations? Start integrating these systems today! 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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Generative AI Glossary

The Salesforce Generative AI Glossary

Salesforce has built and maintains a fairly definitive glossary of generative Artificial Intelligence terminology, Tectonic thought was good enough to share in our insights. Salesforce Generative AI Glossary. Help everyone in your company understand key generative AI terms, and what they mean for your customer relationships. Fun fact: This article was (partially) written using generative AI. Bookmark this! This generative AI glossary will be updated regularly. Does it seem like everyone around you is casually tossing around terms like “generative AI,” “large language models,” or “deep learning”? Salesforce has created a primer on everything you need to know to understand the newest, most impactful technology that’s come along in decades. Let’s dive into the world of generative AI. Salesforce has built a list of the most essential 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. And to highlight the real-world applications of generative AI, we put it to work for this article. Salesforce experts weighed in on the key terms, and then let a generative AI tool lay the groundwork for this glossary. Each definition needed a human touch to get it ready for publication, but it saved loads of time. Anthropomorphism The tendency for people to attribute human motivation, emotions, characteristics or behavior to AI systems. For example, you may think the model or output is ‘mean’ based on its answers, even though it is not capable of having emotions, or you potentially believe that AI is sentient because it is very good at mimicking human language. While it might resemble something familiar, it’s essential to remember that AI, however advanced, doesn’t possess feelings or consciousness. It’s a brilliant tool, not a human being. Artificial intelligence (AI) AI is the broad concept of having machines think and act like humans. Generative AI is a specific type of AI (more on that below). Artificial neural network (ANN) An Artificial Neural Network (ANN) is a computer program that mimics the way human brains process information. Our brains have billions of neurons connected together, and an ANN (also referred to as a “neural network”) has lots of tiny processing units working together. Think of it like a team all working to solve the same problem. Every team member does their part, then passes their results on. In the end, you get the answer you need. Augmented intelligence Think of augmented intelligence as a melding of people and computers to get the best of both worlds. Computers are great at handling lots of data and doing complex calculations quickly. Humans are great at understanding context, finding connections between things even with incomplete data, and making decisions on instinct. Augmented intelligence combines these two skill sets. It’s not about computers replacing people or doing all the work for us. It’s more like hiring a really smart, well-organized assistant.  Customer Relationship Management (CRM) with Generative AI CRM is a technology that keeps customer records in one place to serve as the single source of truth for every department, which helps companies manage current and potential customer relationships. Generative AI can make CRM even more powerful — think personalized emails pre-written for sales teams, e-commerce product descriptions written based on the product name, contextual customer service ticket replies, and more. Deep learning Deep learning is an advanced form of AI that helps computers become really good at recognizing complex patterns in data. It mimics the way our brain works by using what’s called layered neural networks, where each layer is a pattern (like features of an animal) that then lets you make predictions based on the patterns you’ve learned before (ex: identifying new animals based on recognized features). It’s really useful for things like image recognition, speech processing, and natural-language understanding. Discriminator (in a GAN) In a Generative Adversarial Network (GAN), the discriminator is like a detective. When it’s shown pictures (or other data), it has to guess which are real and which are fake. The “real” pictures are from a dataset, while the “fake” ones are created by the other part of the GAN, called the generator (see generator below). The discriminator’s job is to get better at telling real from fake, while the generator tries to get better at creating fakes. This is the software version of continuously building a better mousetrap. Ethical AI maturity model An Ethical AI maturity model is a framework that helps organizations assess and enhance their ethical practices in using AI technologies. It maps out the ways organizations can evaluate their current ethical AI practices, then progress toward more responsible and trustworthy AI usage. It covers issues related to transparency, fairness, data privacy, accountability, and bias in predictions.  Explainable AI (XAI) Remember being asked to show your work in math class? That’s what we’re asking AI to do. Explainable AI (XAI) should provide insight into what influenced the AI’s results, which will help users to interpret (and trust!) its outputs. This kind of transparency is always important, but particularly so when dealing with sensitive systems like healthcare or finance, where explanations are required to ensure fairness, accountability, and in some cases, regulatory compliance. Generative AI Generative AI is the field of artificial intelligence that focuses on creating new content based on existing data. For a CRM system, generative AI can be used to create a range of helpful outputs, from writing personalized marketing content, to generating synthetic data to test new features or strategies. Generative adversarial network (GAN) One of two deep learning models, GANs are made up of two neural networks: a generator and a discriminator. The two networks compete with each other, with the generator creating an output based on some input, and the discriminator trying to determine if the output is real or fake. The generator then fine-tunes its output based on the discriminator’s feedback, and the cycle continues until it stumps the discriminator. Generative pre-trained transformer

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Salesforce Success Story

Case Study: Large Restaurant Entity-Salesforce Sales/Service/Experience Clouds

An American chain store of bakery-cafe fast food restaurants with over 2,000 locations, all of which operate in 48 states, the District of Columbia and Canada. The restaurant offers a sit-down restaurants (some with drive-throughs) where customers can enjoy a variety of freshly made sandwiches on your choice of bread, accompanied by soup or salad. Salesforce Case Study: Transforming  a Large Restaurant Entity by leveraging Salesforce. Sales Cloud Service Cloud Experience Cloud Implementation PROBLEM SOLUTION RESULTS . Like2 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 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 current array of product offerings? Tableau Pulse and Tableau GPT work together. Complementing Tableau GPT’s natural language capabilities is the newly launched user interface, Tableau Pulse. Designed as a personal data guide, Pulse presents you with a curated, ‘newsfeed’-like view of your key metrics, a game changer for business leaders needing to keep a close eye on performance indicators. So Tableau AI is a suite of capabilities that brings trusted predictive and generative AI to the entire Tableau Platform to simplify and democratize data analysis and insight consumption at scale. Tableau GPT: Tableau GPT is an assistant utilizing advanced generative AI to streamline and democratize the data analysis process. Developed in collaboration with OpenAI, it is derived from Einstein GPT, a recently introduced Salesforce product. Tableau GPT seamlessly incorporates generative AI into Tableau’s user experience, aiming to enhance productivity, accelerate learning, and improve communication. During the TC keynote’s Devs on Stage segment, Matthew Miller, Senior Director of Product Management, showcased Tableau GPT’s ability to generate calculations. With a prompt like “Extract email addresses from JSON,” Tableau GPT swiftly provided a calculation that could be easily integrated into the calculation window. Tableau Pulse: Additionally, Tableau GPT also powers the new Tableau tool named Tableau Pulse, enabling users to generate powerful insights rapidly. In this tool, Tableau Pulse offers “data digests” on the user’s personalized metrics homepage, allowing customization. Users can have a curated, ‘newsfeed’-like experience of key KPIs, personalized over time as Pulse learns user preferences. Tableau Pulse provides metrics to pay attention to, based on recent data trends recognized by Tableau GPT. Users can follow KPIs and receive the latest values, visual trends, and AI-generated insights. Moreover, Tableau Pulse responds to natural language queries about data. For instance, when asked, “What is driving change in Appliance Sales?” Tableau Pulse provides a quick answer with a visualization. Tableau Pulse helps everyone in your organization integrate data into their daily jobs to make better, faster decisions. Without having to learn a new tool or build comprehensive visualizations, Tableau Pulse helps you go beyond the how and what and shows you the why behind your data. After obtaining insights from Tableau Pulse, users can drill down further by asking follow-up questions. For example, asking, “What else should I know about air fryers?” reveals an insight that the “inventory fill rate” for air fryers is forecasted to fall below the predetermined threshold. Knowing where, when, and why to pay attention to your business has never been easier. Within Tableau Pulse, the Insights platform automatically detects drivers, trends, contributors, and outliers for the metrics you follow. It proactively flags changes that matter to you. Using natural language and supporting visual explanations, Now Tableau Pulse summarizes the insights so you can make appropriate and timely decisions. Tableau Pulse and Tableau GPT Tableau GPT and Pulse are poised to transform the interaction with Tableau products. These tools will expedite the creation of visualizations, a hallmark of Tableau, and provide non-technical users with quick data comprehension without additional development time. Users access Tableau Pulse from the Tableau Cloud navigation menu, but the metrics in Tableau Pulse aren’t part of the project content hierarchy in Tableau Cloud or governed by project-based permissions. The ability to create or see metrics is based on permission to connect to and access data in a data source. 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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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 emerged, warranting exploration. PHI: Under HIPAA regulations, PHI encompasses “any identifiable health information utilized, maintained, stored, or transmitted by a HIPAA-covered entity.” These entities typically include healthcare providers, insurance providers, or associates of HIPAA-covered entities, such as subcontracted services like medical coding companies. As a result, any data linked to your health—whether it’s test results, medical history, or personal identifiers like your name or social security number—is classified as PHI. The inclusion of one or more of these identifiers renders the information PHI, necessitating adherence to HIPAA Privacy Rules for its security. There are 18 specific categories of patient identifiers: ePHI: ePHI functions similarly to PHI but encompasses information created, stored, or transmitted electronically. This includes systems operating with cloud databases or transmitting patient information via email. To ensure protection, specialized security measures such as encryption and secure backup are imperative. Several high-profile breaches of ePHI in recent years have resulted in substantial financial penalties ranging from six to seven figures. Exceptions: Certain types of information do not fall under HIPAA rules as PHI or ePHI, and it’s crucial to recognize these exceptions. Sometimes, any medical-related information is erroneously grouped under PHI when it shouldn’t be. To ascertain whether information qualifies as PHI, consider the following guidelines: The healthcare landscape relies heavily on information—comprising records, histories, forms, demographics, and reports. Managing HIPAA-compliant electronic forms can be a daunting task without the right partner. With virtual and telehealth communications becoming increasingly common, the electronic handling of sensitive ePHI is more vital than ever. Tectonic works with our health and life sciences customers to ensure that such data is safeguarded, user-friendly, and consistently secure. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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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 Data Sources Next, brainstorm the types of data that could help solve these problems. Organize potential data sources by factors such as: Step 4: Evaluate Data Viability Once you’ve matched problems with potential data sources, assess the practicality of using that data. Investigate the quality, accessibility, and relevance of the data to ensure it aligns with the business use case. AI Project Planning by Workflows. 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 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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Reshaping the Automotive Industry With Salesforce

Changing customer expectations are reshaping the automotive industry, compelling dealerships to reevaluate their approach to business. With only 1% of buyers fully satisfied with their vehicle purchase experience, dealerships face a significant barrier to fostering loyalty. This dissatisfaction jeopardizes long-term profitability, as customers may turn elsewhere for future service or vehicle needs. Delivering exceptional customer experiences has become more critical than ever. However, rising operational costs present the challenge of achieving more with fewer resources — and doing so quickly. To drive sustainable growth, dealerships must prioritize relationship-building alongside achieving sales goals. Central to this effort is creating personalized digital touchpoints, especially for millennial and Gen Z shoppers, who now dominate the market. These younger consumers seek seamless, consistent experiences — from online browsing to in-person showroom visits. Turning them into lifelong customers requires a unified view of customer data, encompassing their digital shopping habits, service requests, and communications across all platforms. Fortunately, new tools can help dealerships meet these changing demands while reducing costs and improving productivity. To succeed, however, dealerships must adopt a mindset shift, moving beyond transactional practices to focus on customer-centric strategies. Digital Storefronts Are Falling Short Research reveals that fewer than 20% of original equipment manufacturers (OEMs) and retailers consider their digital storefronts engaging and mobile-friendly. For more insights into the industry’s challenges and opportunities, check out the “Trends in Automotive” report, based on feedback from 500 industry leaders. Beyond 30-Day Sales Goals: Building Lasting Relationships Dealerships have long operated in 30-day cycles, dictated by monthly sales goals from OEMs. However, successful dealerships now balance these targets with efforts to nurture long-term relationships. This involves more than sporadic emails about promotions or tune-ups. Instead, it’s about providing consistent, valuable interactions that address customer needs year-round. For example, keeping customers informed with personalized communications—such as alerts about service offers or recommendations for vehicle upgrades—can enhance their overall experience and build trust. Four Steps to Build Customer Loyalty The Path to Loyalty: A 360-Degree Customer View Sustaining long-term profitability hinges on extending customer loyalty beyond individual car sales. With Americans now keeping vehicles for an average of 12 years, dealerships must create enduring relationships across the vehicle’s lifecycle. Salesforce Automotive Cloud empowers dealerships with a 360-degree view of customer data, enabling teams to deliver personalized, seamless experiences. This unified approach helps sales teams close deals faster and service teams provide tailored consultations, ultimately fostering loyalty. Salesforce Sales and Service Cloud provide the same 360-degree view with powerful sales and service tools, including automated agents. The goal? To ensure customers think of your dealership first—whether for service, upgrades, or their next vehicle purchase. By placing the customer at the center of your business and leveraging advanced technology, dealerships can adapt to the evolving landscape and thrive in the future. 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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