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Salesforce Unlimited+ Edition Explained
30May

Salesforce Unlimited+ Edition Explained

Salesforce Unlimited Plus (UE+) is designed as an advanced offering that incorporates several specialized features tailored for different industries, making it particularly suitable for larger organizations and enterprises that require robust, integrated solutions for complex business processes and customer relationship management. Salesforce Unlimited+ Edition Explained. Target Audience UE+ is targeted toward large enterprises that need extensive CRM functionalities combined with AI and data analytics capabilities. This solution is ideal for organizations that: • Manage complex customer relationships across multiple channels. • Require deep integration of data and processes across departments. • Are looking to leverage advanced AI capabilities for predictive insights and automation. • Need industry-specific solutions that can be customized for unique business requirements. The integration of various Salesforce clouds (e.g., Sales Cloud, Service Cloud, Data Cloud) with enhanced features like AI and specific industry capabilities makes UE+ a comprehensive solution for organizations aiming to streamline their operations and gain a competitive edge through advanced technology adoption. Here are the five Salesforce editions for every purpose: ·Starter/Essentials: Ideal for small businesses, offering basic contact, lead, and opportunity management. ·Professional: Tailored for mid-sized companies with enhanced sales forecasting and automation capabilities. ·Enterprise: Geared towards larger organizations, providing advanced customization, reporting, and integration options. ·Unlimited: Offers comprehensive functionality, customizability, 24/7 support, and access to premium features like generative AI. ·Unlimited Plus: Most robust solution for businesses of all sizes, featuring additional functionalities and enhanced capabilities. Key Considerations: ·Business Size: Consider the number of users and overall business scale when choosing an edition. ·Features Needed: Identify the specific features crucial for your sales, service, or marketing processes. ·Scalability: Choose an edition that accommodates your projected growth and future needs. ·Budget: Evaluate the cost of each edition against its offered features and value proposition. Sales Cloud Unlimited Edition+ Features: Account and Contact Management: Complete visibility of customer profiles including activity history and communications. Opportunity Management: Tracking and details of every sales deal at each stage. Pipeline Inspection: A comprehensive tool that allows sales managers to monitor pipeline changes, offering AI-driven insights and recommendations to optimize sales strategies. Einstein AI Capabilities: Includes tools like Einstein Conversation Insights which transcribe and analyze sales calls, highlighting key parts for review and deeper analysis. Customizable Reports and Dashboards: Enhanced capabilities for building real-time reports and visualizations to track sales metrics and forecasts. Advanced Integration Features: Integration with external data and systems through various APIs including REST and SOAP. Automation and Customization: Extensive options for workflow automation and personalization of user interfaces and customer interactions using the Flow Builder and Lightning App Builder. Developer Tools: Access to tools like Developer Sandbox for safe testing and app development environments. Service Cloud Unlimited+ Features: Einstein Bots: AI-powered chatbots to handle customer inquiries automatically, available 24/7 across various communication channels. Enhanced Messaging: Integration with popular messaging platforms like WhatsApp, SMS, and Apple Messages to facilitate seamless customer interactions. Feedback Management: Tools to gather and analyze customer feedback directly within the CRM. Self-Service Capabilities: Including customizable help centers and service catalogs that allow customers to find information and resolve issues independently. Field Service Tools: Comprehensive management of field operations including work order and asset management. Real-Time Analytics: Advanced reporting features for creating in-depth analytics to monitor and improve customer service processes. Additional features include Data Cloud, Generative AI, Service Cloud Voice, Digital Engagement, Feedback Management, Self-Service, and Slack. Salesforce Unlimited+ for Industries UE+ for Industries: UE+ for Industries includes Unlimited+ for Sales and Service together with industry-specific data models and capabilities to help customers drive faster time to value within their sectors: •Financial Services Cloud UE+ for Sales and Financial Services Cloud UE+ for Service helps banks, asset management, and insurance agencies connect all of their customer data on one platform and embed AI to deliver personalized financial engagement, at scale. •An insurance carrier can use Financial Services Cloud UE+ to connect engagement data like emails, webinars, and educational content with third-party conference attendance, social media follows, and business performance data to understand what is motivating agents, helping drive more personalized relationships and grow revenue with Data Cloud and Einstein AI. •Health Cloud UE+ for Service helps healthcare, pharmaceutical, and other medical organizations improve response times at their contact centers and offer digital healthcare services with built-in intelligence, real-time collaboration, and a 360-degree view of every patient, provider, and partner. •A hospital can use the bundle to quickly create a personalized, AI-powered support center to triage and speed up time to care with self-service tools like scheduling and connecting patients and members with care teams on their preferred channels. •Manufacturing Cloud UE+ for Sales brings together tools for manufacturing organizations to build their data foundation, embed AI capabilities across the sales cycle, and maximize productivity, empowering them to scale their commercial operations and grow revenues. •A manufacturer can now look across the entire book of business to see how companies are performing against negotiated sales agreements and then use AI-generated summaries to determine where to prioritize their time and resources. By Tectonic’s AArchitecture Team 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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May 30, 2024in Generative AI, Salesforce
Engagement Frequency Dashboard
29May

Engagement Frequency Dashboard

The Einstein Engagement Frequency Dashboard The Einstein Engagement Frequency Dashboard provides a comprehensive overview of your contacts’ email saturation levels. By analyzing this data, you can understand how your email sending frequency influences engagement metrics like opens, clicks, and unsubscribes over time. The What-If analyzer is a handy tool within the dashboard, allowing you to experiment with different sending frequencies to maximize your On Target saturation levels. Accessing the Dashboard To access the Einstein Engagement Frequency Dashboard: Once on the dashboard, you can click “View Details” at the top to check your data quality scores and get tips on how to improve them. This will give you an idea of how reliable your email or mobile engagement data is. Note on Data Quality If Einstein lacks sufficient data for certain contacts, it will assign frequency scores based on global model data. This can sometimes cause discrepancies between the Einstein Engagement Frequency dashboard and activity-level analytics in specific journeys. What-If Analyzer The What-If Analyzer is a feature on the dashboard that allows you to test different future saturation levels based on varying message frequencies. The goal is to increase the number of contacts in the “On Target” range for engagement. The analyzer provides a bar chart that predicts how adjusting your email frequency can shift contacts from being “Saturated” or “Undersaturated” to “On Target.” This tool helps you fine-tune your communication strategy to optimize engagement across your contact base. 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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May 29, 2024in Salesforce
Salesforce Summer 24 Release Schedule
26May

Salesforce Summer 24 Release Schedule

How and When Do Features Become Available? Some features in Spring ’24 affect all users immediately after the release goes live. Consider communicating these changes to your users beforehand so that they’re prepared. Other features require direct action by an administrator before users can benefit from the new functionality. Salesforce Summer 24 Release Schedule. Salesforce Overall Summer 24 Release Schedule Learn about new features and enhancements that affect your Salesforce experience overall. FEATURE ENABLED FOR USERS ENABLED FOR ADMINISTRATORS/​DEVELOPERS REQUIRES ADMINISTRATOR SETUP CONTACT SALESFORCE TO ENABLE Updates to Translated Terminology General Enhancements Create and Verify Your Default No-Reply Organization-Wide Email Address to Send Email (Release Update) Enable LWC Stacked Modals (Release Update) Add the New Setup Domain (not immediately available) Prepare for Restrictions on Salesforce Cookie Use Temporarily Opt Out of Google Chrome Storage Partitioning MFA Is On by Default for Direct Logins to Production Orgs Salesforce Admins Get In-App Reminders If MFA Is Turned Off Better Error Handling for Outdated Pages in Lightning Experience (not immediately available) See Improved Contrast in Focus States Monitor Net Zero Cloud Changes with Field History Tracking Work More Efficiently with the Improved Your Account Interface Find and Buy Salesforce Products Faster with the Improved Product Catalog Experience Improved Performance for Big Objects Salesforce Scheduler Invite Customers to Enroll in Group Service Appointments Enable Unauthenticated Users to Modify Service Appointments Generate Personalized Appointment Invitation Emails with Prompt Builder Other Changes to Salesforce Scheduler New Connect REST API Resource in Salesforce Scheduler Einstein Search IdeaExchange Delivered: Improve Search for Users with Search Manager (Generally Available) Other Improvements in Search Manager Provide Relevant Results with Objects to Always Search in Search Manager (Generally Available) Ensure Security in Search with Search Manager Improve Search with Insights from Search Analytics (Pilot) See More Results with Advanced Lookup Search Salesforce Data Pipelines Access Your Snowflake Data Using VPC on AWS (Pilot) Optimize Recipes That Use the Local Salesforce Connection (Pilot) Salesforce Summer 24 Release Schedule Analytics Salesforce Summer 24 Release Schedule Analytics enhancements include new and updated features for Lightning reports and dashboards, Data Cloud reports and dashboards, CRM Analytics, Intelligent apps, and Tableau. FEATURE ENABLED FOR USERS ENABLED FOR ADMINISTRATORS/​DEVELOPERS REQUIRES ADMINISTRATOR SETUP CONTACT SALESFORCE TO ENABLE Unified Analytics Experiences Post from CRM Analytics to Slack Access Any Analytics Collection in Lightning Pages Data Cloud Reports and Dashboards Summarize Complex Data with Matrix Reports Analyze Data from Unified Objects and Related Source Objects Export More Records from Data Cloud Reports Build More Granular Reports on Calculated Insights Unlock Insights from Unstructured Data Add Calculated Fields to Your Data Cloud Reports with Einstein Generative AI Use Smart Totals with Formula Fields CRM Analytics Analytics Experience and Visualizations Amplify Visual Impact In Waterfall Charts with Conditional Formatting Embed CRM Analytics Dashboards in LWR Sites (Generally Available) Get More Functionality with the New Dashboard Lightning Web Component (Generally Available) Data Integration Optimize Recipes That Use the Local Salesforce Connection (Pilot) Access Your Snowflake Data Using VPC on AWS (Pilot) Intelligent Analytics Apps Tableau Marketing Cloud Intelligence Salesforce Summer 24 Release Schedule Commerce Commerce Cloud enhancements include new and updated features for B2B and D2C Commerce, Salesforce Order Management, and Salesforce Payments. FEATURE ENABLED FOR USERS ENABLED FOR ADMINISTRATORS/​DEVELOPERS REQUIRES ADMINISTRATOR SETUP CONTACT SALESFORCE TO ENABLE Salesforce B2B and D2C Commerce Switch to an Improved Merchant Experience with the Refreshed Commerce App Improve the Look and Feel of Your Store with the Refreshed D2C Template Commerce Setup Use Tailored Guided Steps for Quick Store Setup Get Set Up Quicker with the Updated Commerce Assistant Activate and Publish a Store Without a Custom Domain Streamline Store Creation with Smart Defaults Set Up Person Accounts with One Click Share Your Store Setup Experience with In-App Feedback Guest Access to D2C Stores Is Automatically Enabled Include Attachments When Importing Products Commerce Cart and Checkout Set Up Checkout Details Quickly with Salesforce Checkout for D2C Stores Automate Your Shipping Setup with Salesforce Checkout Provide Shoppers Estimated Delivery Dates at Checkout Improve the Shopping Experience with an Add-to-Cart Success Message Show the Precise Price Breakdown in the Cart Summary Give Shoppers More Options with Coupons at Checkout Improve Checkout with a Guided Flow Dynamically Display Cart Information at Checkout Commerce Search Automatically Rebuild Your Search Index Get Improved Page Performance with Displayable Product Fields (Beta) Sort Products by SKU Improve Your Browse Experience with the Redesigned Product List Page Commerce Intelligence Drive Business Insights and Grow Revenue with Commerce Intelligence Get Performance Insights with the Inventory Intelligence Analytics Dashboard Review Product Behavior with the Product Intelligence Analytics Dashboard Understand Shopper Behavior with the Shopper Intelligence Analytics Dashboard Bring Inventory Data into Data Cloud with the Omnichannel Inventory Connector Deliver a Personalized Customer Experience Using Data Cloud Segments Commerce Promotions Create Promotions with Ease Using a Template Entice Customers with Shipping Promotions Configure Promotion Segments with More Flexibility Highlight Promotional Pricing in Your Store Commerce Components Blend Social Media into Your Commerce Store with the Social Links Component Improve the Shopper Experience with Enhanced Components Commerce Store Management Goals and Recommendations Is Now Part of the Insights and Actions Workspace Enhance Store Performance with More Recommended Actions View the History and Status of Accepted Actions Use Visibility Rules to Manage What Buyers See Commerce Dashboards Analyze Payment Performance with the Commerce Payments Dashboard Measure the Effectiveness of Your Promotions with the Commerce Promotions Dashboard Track Your Store’s Financial Health with the Commerce Finance Dashboard Get Order Summary Entity Data in the Business Overview Dashboard Additional Commerce Features Automate Tax Processes with the New Salesforce Tax Solution for Salesforce Checkout (Generally Available) Preview Added Products in Your Store Before Activating Salesforce Tax Solution Is Renamed Manual Salesforce Tax Solution Use a Single Custom Domain for Multiple Commerce Sites Customize Your Salesforce Content Delivery Network (CDN) Settings for Commerce LWR Stores Salesforce Order Management Exchange Fulfilled Items Using UI Flows Bulk-Edit Items on Cancel, Discount, Return, and Return RMA Flows Salesforce Payments Simplify Payments Setup Using the Commerce Setup

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May 26, 2024in Salesforce
Cost of Free Analytics
20May

Cost of Free Analytics

Is It Time to Upgrade Your Web Analytics? For years, you might have relied on free web analytics tools, thinking they do the job or resigning yourself to an “it is what it is” mindset. But what if there’s a better way to truly understand your customers and supercharge your marketing efforts? Upgrading to a premium analytics solution could be a game changer for your brand and your peace of mind. What is the Cost of Free Analytics? It’s time to move beyond those so-called free tools (which aren’t really free when you factor in hidden costs) and invest in a robust analytics solution. The right tool can transform your approach—imagine saying goodbye to the hassle of patching together data or juggling disparate reports. With clear, comprehensive insights into customer interactions, you’ll make smarter, data-driven decisions across your business. The Pitfalls of Free Analytics Tools While free analytics tools might seem like a cost-effective choice, they come with significant drawbacks. They often offer limited functionality, delayed or incomplete data, siloed reporting, and compliance risks. Relying on these tools can lead to guesswork and errors, resulting in costly mistakes. Limited Functionality Free analytics tools barely skim the surface of what’s possible with data collection and reporting. They depend on third-party cookies and route your data through their servers, providing you with only partial insights. Essential features like persistent digital identity tracking, profile building, journey mapping, predictive analytics, and machine learning capabilities are typically missing. In contrast, premium tools leverage advanced algorithms and machine learning to unearth valuable data patterns and insights. For instance, a premium tool might reveal that users who view a product page after watching a related video are significantly more likely to make a purchase—information that could greatly influence your marketing strategy. Subpar Data Quality Free tools often lag in delivering real-time data, giving you an outdated snapshot of customer interactions. Timely data is crucial for agile marketing—without it, you risk missing out on opportunities and wasting ad spend. Stale data leads to missed chances and inefficiencies. Reporting Silos and Inaccuracies Free analytics solutions typically don’t integrate data across your organization, resulting in fragmented and siloed information. Different teams may have access to unaligned reports, often requiring multiple tools to piece together insights. This lack of a unified source of truth makes it impossible to get a comprehensive view of customer interactions across various touchpoints. Organizational Inefficiencies Managing free tools can be resource-intensive. They often require extensive tagging and manual upkeep, leading to increased costs and the risk of inaccurate data due to broken or altered tags. This inefficiency can impact long-term business decisions and strategic planning. Compliance Risks Free tools often involve sending your data to external servers, raising concerns about data loss, latency, and compliance with privacy regulations. These tools process your digital engagement and Personally Identifiable Information (PII) on their servers, complicating the task of maintaining regulatory standards and ensuring data security. The True Cost of Free Tools The reality is, “free” isn’t really free. The hidden costs and risks associated with free analytics tools can outweigh their benefits. While premium analytics solutions may seem expensive at first glance, they offer superior insights and performance improvements that provide a competitive edge. With accurate, real-time data and advanced features, investing in a premium tool is a decision that pays off. Remember, the old adage “nothing’s free” rings true—don’t jeopardize your brand’s success with subpar tools that end up costing more in the long run! 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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May 20, 2024in Salesforce
Salesforce Success Story
19May

Case Study: Salesforce Health Services Modernization

Modernizing Public Health using Salesforce Client is the largest tribally-operated health care system in the United States, with almost 160 full-time providers and over 2,200 health services employees. Committed to improving patient access, this Tribal Nation has invested substantially in technology, building new facilities and expanding existing locations. The primary hospital and nine health centers are dedicated to providing world-class patient care. Salesforce Health Services Modernization “The Gadugi Portal and Salesforce technology is helping us get to our citizens quicker by streamlining the application process, and enabling us to have updated records that are online and easily accessible to our citizens to truly help them recover in their greatest time of need” Client Implemented – Case Study: Salesforce Health Services Modernization The Problem: The Solution: The Results: Ready to explore a Salesforce implementation with Health Cloud, MuleSoft, and Experience Cloud for your government or public sector entity? Contact Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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May 19, 2024in Mulesoft, Public Sector Solutions, Salesforce, Salesforce Experience Cloud, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Success Stories
Summer 24 The AI Release
17May

Summer 24 The AI Release

Salesforce Unveils Summer 2024 Release with Generative AI at the Forefront Salesforce has announced its Summer 2024 release, featuring generative AI (GenAI) as a key highlight. Set to be generally available on June 17, 2024, this release promises enhanced productivity and access to large language models (LLMs) on an open platform. Read on to see why we call Summer 24 the AI release. Key Features of the Summer 2024 Release 1. Bring Your Own LLM Expansion 2. Slack AI 3. Zero Copy Integration with Amazon Redshift 4. Vector Database 5. Data Cloud for Commerce 6. Digital Wallet Enhanced Security with Einstein Trust Layer The Einstein Trust Layer ensures enhanced protection for customer and company data, making the new features more secure. Upcoming Pre-Summer Releases In addition to the major features coming in June, Salesforce has already introduced several innovations: Unified Knowledge Solution Salesforce and Vonage Partnership Conclusion Salesforce’s Summer 2024 release is packed with generative AI enhancements, robust integrations, and new tools aimed at boosting productivity, security, and data insights. With features gradually rolling out and pre-summer innovations already available, Salesforce continues to lead in delivering cutting-edge AI solutions to its users. 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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May 17, 2024in Einstein Insights, Generative AI, Salesforce, Salesforce Einstein, Unified Knowledge
New ChatGPT-4o
16May

New ChatGPT-4o

OpenAI’s ChatGPT Upgraded with GPT-4o: Here’s What’s New OpenAI has just launched a significant upgrade to ChatGPT with the new ChatGPT-4o model, also known as Omni. This true multimodal AI effortlessly understands text, images, video, and audio, offering faster responses and eventually the ability to engage in spoken conversations. If before you read about the New ChatGPT-4o and inadvertently used it, ChatGPT may have surprised you with its responses. I’ve been told to “enjoy my coffee”, “sit back and relax” and more! Key Benefits of GPT-4o The main advantage of GPT-4o is its enhanced reasoning, processing, and natural language capabilities, now available to free ChatGPT users for the first time. In their Spring Update announcement, OpenAI emphasized their goal of making top-tier AI accessible to a broader audience. Gradual Rollout The rollout of GPT-4o is happening in phases. Features are being released in batches, so users should check which features are currently available and which are coming soon. Accessing GPT-4o is straightforward once it’s been activated for your account. Notably, the address for ChatGPT has changed to chatgpt.com, indicating OpenAI’s commitment to AI as a fully-fledged product. Availability Across Platforms If you have access to GPT-4o, it will be available through the mobile app and online. A Mac app is also rolling out to some users, but be cautious of fraudulent links aiming to spread malware. It’s best to wait for an official email or notification from OpenAI before downloading the app. Even with a valid app link, access won’t be granted until it’s enabled on your OpenAI account. Current Features of GPT-4o Currently, users can access the chat version of GPT-4o, with advanced voice and video functionality being rolled out gradually, starting with Plus and Team accounts. Free account users will notice significant improvements as GPT-4o surpasses both the previous 3.5 model and GPT-4. Users can now run code snippets, analyze images and text files, and use custom GPT chatbots. On mobile, you still have access to ChatGPT Voice, but it’s the older version that transcribes conversations into text. The new model understands speech, emotion, and interaction natively without needing this step. How to Use GPT-4o Emotional and Conversational Upgrades OpenAI has demonstrated that the upgraded ChatGPT can now handle more natural and emotionally aware conversations. The new model, available to both free and paid users, responds more quickly to voice, image, and video inputs. It can detect and express emotions, making interactions feel more human-like. During a recent demo, ChatGPT engaged in lively, expressive conversations, picking up on emotional cues and responding with simulated emotional reactions. This new interface aims to enhance user engagement and provide a more personalized experience. And it does. But it can be deceptively human-like. Ethical Considerations Despite the engaging new features, the lifelike interactions of advanced chatbots raise ethical concerns. Researchers warn that highly persuasive and emotionally responsive AI could have unintended consequences, such as fostering addictive behaviors or influencing user actions negatively. Future Developments OpenAI promises further advancements and additional announcements soon. The competition in the AI field remains intense, with companies like Google expected to unveil new technologies at their upcoming I/O developer conference. OpenAI’s latest update signifies a major leap in AI capabilities, aiming to blend advanced technology with everyday usability while navigating the complex ethical landscape of human-AI interactions. Like Related Posts Guide to Creating a Working Sales Plan Creating a sales plan is a pivotal step in reaching your revenue objectives. To ensure its longevity and adaptability to 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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May 16, 2024in Salesforce Einstein
Employ ChatGPT
15May

50 Ways to Employ ChatGPT

You’ve likely heard of ChatGPT by now—a remarkably intelligent AI capable of understanding and communicating like a human. You can Employ ChatGPT. But did you realize just how adaptable this language model is? With the appropriate prompts, ChatGPT can swiftly assist you with a myriad of tasks. To my mind, ChatGPT is fully helpful right until you employ it to write about itself and it begins to brag. The anticipation is over, and this marks the beginning of the multitasking journey with ChatGPT. This AI can effortlessly handle these tasks in mere seconds with relatively straightforward prompts. We’re talking about a wide range of activities, from writing and editing to coding and marketing. The key lies in providing ChatGPT with clear, concise instructions upfront. Generative AI prompts are the most important factor to getting good results. Once you unlock that capability, a plethora of possibilities emerges for expediting your workflow. I’ve compiled 50 examples of tasks that ChatGPT can accomplish in seconds with the right prompts. Prepare to be amazed by the efficiency of this AI assistant! So, grab a cup of coffee and settle in as we hop into how this exceptional AI simplifies complex tasks effortlessly. The future is now, and it goes by the name of ChatGPT! 50 Tasks that ChatGPT Can Complete in Seconds with Simple Prompts: While ChatGPT cannot fully replicate human intelligence, it impresses with its conversational abilities, data analysis, content generation, and predictive capabilities. Just envision the evolution of this AI prodigy as researchers continue to enhance its skills! Examples of clear ChatGPT prompts. Writing/Editing Prompts: Research/Analysis Prompts: Creative Writing Prompts: Coding Prompts: Business/Marketing: There you have it — 50 ways ChatGPT can significantly simplify your life with just a few well-crafted prompts. The potential is virtually limitless when you can effectively communicate your needs to this highly capable AI. The things you can do with generative AI are mainly limited by the data your AI tool has access to. Remember with ChatGPT when it last had update to the world wide web. It cannot help you right about today’s events, but can assist with building historical context, for example. Whether it’s creative writing endeavors, coding challenges, marketing endeavors, or research tasks, ChatGPT is there to assist you, provided you know how to prompt it effectively. The key lies in delivering clear, straightforward, and precise instructions. You can employ ChatGPT to assist with many tasks. The key word is assist. You cannot employ ChatGPT to completely do your job for you. Experiment with prompts tailored to your specific requirements. Once you discover the right approach, you’ll be amazed by ChatGPT’s ability to accomplish tasks in a matter of seconds. One thing is certain—with ChatGPT handling the heavy lifting, humans are liberated to be more creative and concentrate on meaningful work. 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 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 Guide to Creating a Working Sales Plan Creating a sales plan is a pivotal step in reaching your revenue objectives. To ensure its longevity and adaptability to 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

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May 15, 2024in Generative AI, Salesforce Einstein
Advances in AI Models
11May

Advances in AI Models

Advances in AI Models Let’s take a moment to appreciate the transformative impact large language models (LLMs) have had on the world. Before the rise of LLMs, researchers spent years training AI to generate images, but these models had significant limitations. Advances in AI Models. One promising neural network architecture was the generative adversarial network (GAN). In a GAN, two networks play a cat-and-mouse game: one tries to create realistic images while the other tries to distinguish between generated and real images. Over time, the image-creating network improves at tricking the other. While GANs can generate convincing images, they typically excel at creating images of a single subject type. For example, a GAN that creates excellent images of cats might struggle with images of mice. GANs can also experience “mode collapse,” where the network generates the same image repeatedly because it always tricks the discriminator. An AI that produces only one image repeatedly isn’t very useful. What’s truly useful is an AI model capable of generating diverse images, whether it’s a cat, a mouse, or a cat in a mouse costume. Such models exist and are known as diffusion models, named for the underlying math that resembles diffusion processes like a drop of dye spreading in water. These models are trained to connect images and text, leveraging vast amounts of captioned images on the internet. With enough samples, a model can extract the essence of “cat,” “mouse,” and “costume,” embedding these elements into generated images using diffusion principles. The results are often stunning. Some of the most well-known diffusion models include DALL-E, Imagen, Stable Diffusion, and Midjourney. Each model differs in training data, embedding language details, and user interaction, leading to varied results. As research and development progress, these tools continue to evolve rapidly. Uses of Generative AI for Imagery Generative AI can do far more than create cute cat cartoons. By fine-tuning generative AI models and combining them with other algorithms, artists and innovators can create, manipulate, and animate imagery in various ways. Here are some examples: Text-to-Image Generative AI allows for incredible artistic variety using text-to-image techniques. For instance, you can generate a hand-drawn cat or opt for a hyperrealistic or mosaic style. If you can imagine it, diffusion models can interpret your intention successfully. Text-to-3D Model Creating 3D models traditionally requires technical skill, but generative AI tools like DreamFusion can generate 3D models along with detailed descriptions of coloring, lighting, and material properties, meeting the growing demand in commerce, manufacturing, and entertainment. Image-to-Image Images can be powerful prompts for generative AI models. Here are some use cases: Animation Creating a series of consistent images for animation is challenging due to inherent randomness in generated images. However, researchers have developed methods to reduce variations, enabling smoother animations. All the use cases for still images can be adapted for animation. For example, style transfer can turn a video of a skateboarder into an anime-style animation. AI models trained on speech patterns can animate the lips of a generated 3D character. Embracing Generative AI Generative AI offers enormous possibilities for creating stunning imagery. As you explore these capabilities, it’s essential to use them responsibly. In the next unit, you’ll learn how to leverage generative AI’s potential in an ethical and effective manner. 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 Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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May 11, 2024in Generative AI
Salesforce-Powered Nonprofit Events
08May

Salesforce-Powered Nonprofit Events

Salesforce has cemented its position as the #1 CRM, becoming an essential tool for businesses improving their marketing, sales, and support processes. But there’s another powerful feature you should explore: managing events directly within Salesforce. Salesforce’s versatility allows you to organize a successful event of any size, whether it’s online, offline, or a hybrid meeting. However, like any business endeavor, a well-thought-out strategy is crucial to ensure your event planning turns into a major success. In this insight, you’ll learn how events contribute to a business’s lifecycle, how to manage them effectively, and the essential tools you’ll need for successful event management in Salesforce. The Role of Events in Nonprofits If your company hasn’t yet ventured into event organization, it’s time to reconsider. Events are a great way to fuel engagement, foster data-driven decisions, and build a thriving community. On a larger scale, event planning offers a range of business benefits, including: Common Event Management Challenges Even with the best intentions, event planning comes with challenges that can derail your efforts if not addressed. Let’s review some common challenges and how Salesforce can help: How Salesforce Elevates Event Management Salesforce brings significant advantages to event planning, offering: Your Salesforce Event Planning Checklist To ensure your event management with Salesforce is effective, follow this simple checklist: Our Thoughts Building a robust event management process with Salesforce is not only a logical choice but a strategic one. It ensures smooth event execution, supports business growth, and boosts your brand’s equity. By leveraging the right tools, such as Salesforce, your event planning process becomes more efficient, data-driven, and ultimately more successful. For expert support in managing Salesforce-powered events, consider reaching out to a partner like Tectonic to guide you through the process. 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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May 8, 2024in Salesforce Einstein, Salesforce Experience Cloud, Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Nonprofit Cloud
Salesforce Marketing Cloud
08May

Email Templates in Marketing Cloud

Take your email marketing endeavors to new and amazing heights with Salesforce Marketing Cloud (SFMC), leveraging the prowess of AI-driven personalization and streamlined campaign management. Email Templates in Marketing Cloud are a great tool. Salesforce Marketing Cloud empowers you to seamlessly integrate all your campaigns, from transactional to promotional messages, while efficiently managing your email sender score. With SFMC’s consolidated platform, you can effortlessly select the perfect content for each customer from a centralized library, ensuring a tailored and captivating experience. If you’re new to constructing Marketing Cloud Email templates, don’t worry! Free online resources are available to guide you through the process. Dive into the art of building reusable email templates in Salesforce Marketing Cloud with this comprehensive step-by-step insight: In the space of email marketing, timing is crucial, and SFMC understands this reality and aids you in getting the timing right. Whether it’s sending a timely thank-you note or a birthday greeting, SFMC equips email marketers with the necessary tools to respond promptly and efficiently to their subscribers’ needs. One such tool is the creation of reusable email templates, streamlining the process of crafting personalized and captivating email campaigns. Introduction to Salesforce Email Templates in Marketing Cloud A Salesforce email template serves as a structured foundation for email communications, providing email marketers with a canvas to build upon and personalize. These templates can be customized with brand elements, contact details, and content blocks, facilitating the creation of consistent and visually appealing emails. When digging into the creation of reusable email templates in SFMC, it’s beneficial to visualize the design in three separate layers: Creating Reusable Content Blocks in SFMC Email Studio and Content Builder Before diving into email template construction, it’s crucial to understand the creation of reusable content blocks in SFMC: Creating a Reusable Email Template in SFMC Content Builder: To craft a reusable email template in SFMC Content Builder, adhere to these steps: Modifying a Reusable Email Template in SFMC Content Builder To tweak an existing template: Creating an Email from a Salesforce HTML Email Template in SFMC Content Builder: To generate an email from a template: Saving an Existing Email Message as a Reusable Email Template in SFMC Content Builder Sometimes an email performs so well you want to save it as a reusable template. To preserve an existing email as a template: Mastering email template creation in Salesforce Marketing Cloud is pivotal for efficient and effective email marketing campaigns. By following this insight, you’ll be armed with the knowledge and tools to fashion compelling email templates that foster engagement and yield tangible results. By Tectonic’s Salesforce Marketing Solutions Architect Shannan Hearne Learn about Tectonic’s Marketing Cloud Salesforce Implementation Solutions. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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May 8, 2024in Distributed Marketing, Salesforce, Salesforce Marketing Cloud
Tectonic at a Glance
07May

Why AI Keeps Salesforce Co-Founder Up At Night

Parker Harris holds conflicting views on artificial intelligence (AI). As the co-founder of Salesforce, he has urged the company’s leaders to swiftly integrate AI into their products. However, he grapples with concerns about maintaining the balance between speed and the company’s reputation for delivering high-quality solutions to clients. This dilemma has even led him to lose sleep. Expressing his anxiety at Salesforce’s World Tour event in New York City, Harris emphasized the unprecedented pace of AI development. He feels a sense of urgency to accelerate the adoption of AI technologies, driven by the need to meet customer expectations. Yet, he recognizes the importance of caution, knowing that customers rely on Salesforce to provide reliable solutions. Harris acknowledges the challenge of navigating this balance, pondering how to move quickly without making critical mistakes. Transitioning to his role as chief technology officer at Slack, a subsidiary of Salesforce, Harris reflected on AI’s potential, particularly its ability to generate images and videos from simple prompts. However, he tempered the enthusiasm by noting that what may seem like “magic tricks” on social media platforms may not necessarily translate effectively in workplace contexts. Harris also acknowledged the pervasive fear among entrepreneurs of missing out on the AI revolution, especially after a significant milestone in February when OpenAI, a market leader, was valued at $80 billion. This realization, coupled with the partnership between Salesforce rival Microsoft and OpenAI, prompted Harris and Salesforce co-founder Marc Benioff to acknowledge their need to catch up in the AI race. Salesforce’s main AI offering, Einstein, enables businesses to create predictive AI models using proprietary customer data. In Slack, enterprises can access Slack AI, a tool that summarizes conversations and provides answers to questions, for a monthly fee of $10 per person. Despite the promise of AI, Harris highlighted a critical issue: trust. He expressed concerns about AI occasionally providing inaccurate information or omitting key details, which could erode user trust in the technology. Maintaining trust is crucial, as users are unlikely to continue using AI tools if they encounter such troubling issues. 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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May 7, 2024in Salesforce, Salesforce Einstein
Salesforce Unified Knowledge
07May

Salesforce Unified Knowledge

Salesforce Inc. is introducing a novel feature within its Data Cloud data lake, addressing the growing need for organizations to develop their own artificial intelligence models. This new feature, termed Unified Knowledge, integrates data from various third-party sources into the Data Cloud, facilitating the collection and curation of data crucial for training AI models, particularly for customer service agents. Unified Knowledge enables the importation of unstructured data into the Data Cloud, where it undergoes transformation, tagging, and quality assurance processes. This feature, developed in collaboration with Zoomin, primarily targets the enhancement of Salesforce’s Einstein for Service customer support application. However, its data integration capabilities extend to other Salesforce applications like Sales Cloud, Health Cloud, Financial Services Cloud, and Field Service. The administrative setup process for Unified Knowledge is described as relatively straightforward. Within Salesforce’s knowledge management tool, tagging tools are available, and once content is integrated into the system, much of the content can be automatically processed. Data from external sources such as Microsoft’s SharePoint, Atlassian’s Confluence, Google Drive and YouTube, Amazon Web Services’ S3 storage, Adobe’s Experience Platform, Guru Technologies’ Guru, Zendesk’s customer service platform, and company websites can be utilized to train customer-facing answer bots, streamline employee access to internal information, and facilitate quick searches within company knowledge bases. Unified Knowledge is available in a free beta test for Salesforce customers with Service Cloud Unlimited Edition, Einstein 1 Service Edition, or the Knowledge Add-On. A freemium version of Unified Knowledge will continue to be included with those applications, with Salesforce Lightning Knowledge being a requirement and Classic Knowledge not being supported. In essence, Unified Knowledge aims to consolidate organizational knowledge from disparate third-party systems into Salesforce, thereby improving service agent efficiency, resolving customer cases faster, and enhancing the quality and accuracy of generative AI content. By Tectonic Salesforce Marketing Architect, Shannan Hearne. 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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May 7, 2024in Generative AI, Salesforce, Salesforce Data Cloud, Salesforce Experience Cloud, Salesforce Optimization

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