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Use Salesforce Einstein Copilot
17Feb

Uses for Einstein Copilot

Capabilities of Einstein Copilot Utilizing Data Cloud for Grounded Prompts: Einstein Copilot enhances its responses by grounding them in trusted business data from Data Cloud, providing essential context for high-quality outputs. This approach enables Einstein Copilot to generate more precise and tailored, personalized responses based on reliable company data. Pre-Programmed “Actions” Out of the Box: Einstein Copilot comes equipped with a library of out-of-the-box actions, comprising pre-programmed capabilities, automated responses, or business tasks that the AI can execute when prompted. These actions are versatile and can be combined to execute dynamic multi-step plans. For instance, a customer service agent can instruct Einstein Copilot to close a case, open a sales opportunity, or sell an add-on, and the AI will comprehend the user’s intent, seamlessly executing the specified tasks within the service experience. Einstein Copilot ensures a seamless flow of operations without silos between applications or data. Uses for Einstein Copilot Getting Started with Custom Actions in Einstein Copilot 5 Business Applications for an AI Copilot Customization for Specific Business Needs: Einstein Copilot is adaptable to specific sales, service, marketing, commerce, and IT tasks, ensuring the application of company and industry policies. Copilot Builder facilitates the creation of custom actions, Prompt Builder activates custom prompts within the workflow, and Model Builder utilizes proprietary AI models to empower custom functionality in Einstein Copilot. Reasoning Engine for Intent Interpretation: Einstein Copilot’s reasoning engine, which interprets and processes information to make informed decisions or generate insights, interacts with a Large Language Model (LLM) by analyzing the complete context of the user’s prompt. It determines the actions or series of actions to take and generates the output accordingly. For instance, if a sales representative asks Einstein Copilot to recommend a new product tier, the AI can assess the customer’s current products, understand upgrade options, and transition the customer into a new high-value marketing segment. Einstein Copilot can also update information across multiple systems using MuleSoft and Salesforce Flow. Trusted Responses and Actions: Einstein Copilot provides reliable AI interactions with privacy and security measures, facilitated by the Einstein Trust Layer. As part of the Einstein 1 Platform, the Trust Layer ensures the masking of personally identifiable information (PII), scores outputs for toxicity, and safeguards information from unauthorized access and data breaches through zero-data retention from Salesforce’s LLM partners. Uses for Einstein Copilot 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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February 17, 2024in Einstein 1 Platform
Einstein Trust Layer explained
16Feb

Industry Specific Einstein Copilot

Tailored Solutions for Various Industries: Industry Specific Einstein Copilot serves professionals across different sectors with tailored functionalities. Financial advisors benefit from its ability to analyze client spending and savings history, enabling personalized coaching and the creation of customized plans and goals. In healthcare, administrators can automate patient scheduling to minimize no-shows and generate appointment summaries for smoother operations. Automotive service providers leverage predictive insights from vehicle data to proactively schedule services. In education, college administrators enhance the student experience by efficiently mapping individual skills and interests to specific courses, improving workforce readiness. Einstein: The Comprehensive AI for CRM Einstein stands as the only comprehensive AI for CRM, offering readiness in data, modeling, and production. It requires no data preparation or model management, automatically fitting the right model to the organization and integrating seamlessly with the trusted Salesforce platform. Unlocking the Potential of AI with Industry Specific Einstein Copilot Einstein empowers companies to become AI-first, enabling sales to anticipate opportunities, service to be proactive in issue resolution, marketing to create predictive journeys, and IT to embed intelligence into apps for employees and customers. Integration and Accessibility Einstein seamlessly integrates into various Salesforce products, utilizing organization data to enhance customer insights and predictions. It operates within Salesforce’s robust security architecture, ensuring privacy and data governance. Utilizing Company Data for Insights with Industry Specific Einstein Copilot Unlike other AI assistants, Einstein Copilot leverages an organization’s unique data and metadata to produce powerful customer insights and recommendations. It answers questions, summarizes content, interprets conversations, and automates tasks, all while maintaining privacy and data governance. Integration with Data Cloud and Einstein 1 Platform Einstein Copilot is part of Salesforce’s Einstein 1 Platform, integrating AI models and data within a single metadata-driven platform. Grounded in Data Cloud, it connects and harmonizes data types from various sources to deliver a comprehensive view of customers. Enhanced AI Capabilities Data Cloud’s semantic search and vector embeddings unlock new ways to interact with unstructured data, enhancing Einstein Copilot’s capabilities. Users can customize Einstein Copilot and embed AI prompts and actions across CRM apps with low-code tools like Prompt Builder, Copilot Builder, and Model Builder. Maximizing Business Impact with Industry Specific Einstein Copilot Einstein Copilot streamlines manual work, improves sales processes, and enhances customer experiences. Generative AI, powered by Einstein, brings benefits to sales, marketing, service, and more, offering endless opportunities for business enhancement. By Tectonic’s Marketing Salesforce Consultant, Shannan Hearne Like1 Related Posts 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 Fully Leveraging Salesforce Salesforce, a dominant force in customer relationship management (CRM) systems, revealed a study that suggests that 83% of sales professionals Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more Salesforce AI Einstein Next Best Action Salesforce AI Einstein Next Best Action is a feature designed to identify the most effective actions available to agents and Read more

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February 16, 2024in Einstein 1 Platform, Einstein Insights
What is GovSlack
13Feb

What is GovSlack?

GovSlack: Streamlined, Secure Collaboration for Government GovSlack brings together your team, tools, and partners into one secure platform, specifically designed to meet government regulations for processing and storing sensitive data. By integrating GovSlack, organizations can eliminate internal and external communication silos while empowering employees with the flexibility to excel in their roles. What is GovSlack?GovSlack is a tailored version of Slack that allows agencies, contractors, citizens, and partners to collaborate in a centralized, secure workspace. It complies with the strictest security and operational standards required by public sector clients. Is Slack FedRAMP approved?Yes, Slack holds FedRAMP Moderate authorization to meet public sector compliance needs. GovSlack goes further, earning FedRAMP JAB High authorization and is actively pursuing DoD CC SRG IL4 compliance to cater to defense sector clients. Does the federal government use Slack?Security is crucial for public sector agencies and their partners. Federal agencies trust Slack as their secure digital HQ, helping teams from the U.S. Department of Veterans Affairs to the GSA’s 18F office enhance collaboration while meeting stringent data privacy requirements. GovSlack Key FeaturesGovSlack, launched in July 2022 after extensive testing and feedback from government clients, offers several features to ensure secure and compliant collaboration: GovSlack integrates seamlessly with other government-specific tools such as Salesforce Government Cloud Plus, creating a powerful CRM and collaboration ecosystem to accelerate agency goals and improve constituent services. Case Study: Army Software Factory (SWF)The Army SWF, using agile methods to upskill soldiers and develop cutting-edge digital solutions, required a flexible and secure collaboration platform. By adopting GovSlack, they fostered improved collaboration without compromising compliance with stringent DoD policies. Partner IntegrationsLeading companies such as Lockheed Martin and Box are leveraging GovSlack to streamline collaboration while maintaining compliance with federal regulations. For example, Lockheed Martin is using GovSlack to manage projects with government partners while ensuring sensitive data remains protected. ThoughtsGovSlack is built for secure, government-specific collaboration, providing agencies and their partners with the flexibility to work more effectively while meeting compliance needs. By integrating with key tools and offering enhanced security features, GovSlack supports the digital transformation efforts of public sector organizations across the globe. 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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February 13, 2024in Data, Enterprise, Hyperforce, Salesforce Government Cloud, Salesforce Optimization, Salesforce Public Sector Solutions, Salesforce Slack
Generative AI Prompts with Retrieval Augmented Generation
11Feb

Generative AI Cheat Sheets

Wanted to utilize this insight to share a link to some incredible AI cheat sheets compiled by Medium. Generative AI Cheat Sheets. Top 8 Cheat Sheets on AI Whether you need assistance building a Powerpoint Presentation, AI for enterprise, machine learning, podcast enhancement tools, large language models, efficient ChatGPT prompts, efficient use of emojis, journeys, or more. This list is pretty inclusive. Tectonic would like to share one additional tool we have been using internally. Fireflies. Firflies helps teams transcribe, summarize, search, and analyze voice conversations. When ChatGPT made its debut in late 2022, it sparked global recognition of the transformative capabilities of artificial intelligence (AI). This groundbreaking chatbot represents one of the most significant advancements in AI history. Unlike traditional AI systems that analyze or categorize existing data, generative AI has the remarkable ability to create entirely new content, spanning text, images, audio, synthetic data, and more. This innovation is poised to revolutionize human creativity and productivity across industries, including business, science, and society as a whole. From ChatGPT to DALL-E, the latest wave of generative AI applications has emerged from foundation models, sophisticated machine learning systems trained on massive datasets encompassing text, images, audio, or a combination of these data types. Recent advancements now enable companies to develop specialized models for image and language generation based on these foundation models, most of which are large language models (LLMs) trained on natural language. The power of these models lies not only in their scale but also in their adaptability to diverse tasks without the need for task-specific training. Techniques like zero-shot learning and in-context learning allow models to make predictions and generate responses even in domains they haven’t been explicitly trained on. As a result, companies can leverage these models to address a wide range of challenges, from customer service automation to product design. The introduction of pre-trained foundation models with unprecedented adaptability is expected to have profound implications. According to Accenture’s 2023 Technology Vision report, 97% of global executives believe that foundation models will revolutionize how and where AI is applied, enabling seamless connections across different data types. To thrive in this evolving landscape, businesses must leverage the full potential of generative AI. To expedite implementation, organizations can readily access foundation models through APIs. However, customization and fine-tuning are necessary to tailor these models to specific use cases and maximize their effectiveness. By harnessing generative AI, companies can enhance efficiency, drive innovation, and gain a competitive edge in the market. As generative AI continues to evolve, its impact will only multiply. Companies will increasingly rely on these technologies to streamline workflows, optimize processes, and unlock new opportunities for growth and innovation. With the global AI market projected to reach nearly $2 trillion by 2030, the future holds immense potential for companies to leverage generative AI in solving complex problems and driving transformative change. Generative AI encompasses various machine learning techniques, including transformer models, generative adversarial networks (GANs), and variational autoencoders (VAEs). These technologies underpin a wide range of applications, from natural language processing to image generation, enabling businesses to approach tasks in innovative ways. While generative AI presents unprecedented opportunities, it also raises ethical and security concerns. It is essential for companies to adopt responsible AI practices and ensure the safe and ethical use of these technologies. By embracing generative AI and investing in the necessary infrastructure and talent, businesses can unlock its full potential and drive sustainable growth in the digital era. 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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February 11, 2024in Generative AI, Salesforce

Einstein Copilot Tableau

Tableau has dedicated over two decades to empowering individuals to visualize and comprehend their data. This mission, driven by data analysts, continues to thrive. Data analysts serve as the cornerstone of organizations fostering a data-centric culture. They capture business needs, prepare data, and craft data content for end-users. Einstein Discovery insights seamlessly integrate into the Tableau workflow, ensuring uninterrupted analysis. The benefits of leveraging Einstein Discovery are manifold: Tableau Einstein represents a groundbreaking advancement in AI-driven data analytics. Einstein Copilot for Tableau, currently in beta for Tableau customers, democratizes AI in data analytics. It collaborates with analysts throughout the analytical process, from data preparation to visualization, reducing entry barriers and enhancing user experience. Einstein Copilot integrates seamlessly into the Tableau environment, serving as an intelligent assistant. It guides users through the creation process, ensuring accuracy and adherence to best practices. With Einstein Copilot, users confidently explore data, identify trends, and communicate findings effectively. The features of Einstein Copilot enhance the data analytics experience and empower users to unleash the full potential of their data. These features include faster insights through recommended questions, streamlined data exploration, improved visualization quality, and guided calculation creation. Einstein Copilot’s development involved overcoming several challenges. These challenges included accurately interpreting user questions, enhancing data intelligence, and automating visualization generation. The team addressed these challenges through continuous refinement of analytical data generation algorithms, leveraging Tableau Public’s vast dataset, and balancing accuracy, speed, and creativity in AI responses. Continuous improvement remains a key focus for the Einstein Copilot team. Through platforms like Zeus, the team systematically enhances engineering, intent detection, and knowledge generation. This iterative process ensures ongoing enhancements to Einstein Copilot’s capabilities, providing users with an increasingly seamless and insightful analytical experience. Einstein Discovery insights are integrated into your Tableau workflow, so you never need to disrupt your analysis. Some of the benefits of using Einstein Discovery include: Data analysis and data-driven decision-making have been part of the vocabulary in organizations over the years. And, while data analysis is one of the most in-demand tech skills sought by employers today, not everyone in an organization has “analyst” in their job title—myself included. Yet, so many of us use data daily to make informed decisions. The rise of generative AI presents a significant opportunity for us to bring transformative benefits to analytics. Businesses are eager to embrace generative AI because it can help save time, provide faster insights, and empower analysts to be even more productive with an AI assistant—freeing analysts to focus on delivering high-quality, data-driven insights. But before any of this can happen, a lot goes on behind the scenes. That’s where Einstein Copilot for Tableau comes in. Einstein Copilot for Tableau, now available for Tableau customers to try in beta, brings the power of AI to data analytics, reducing the barrier to entry and working alongside the analyst—from data preparation to visualization. Whether you’re an experienced data analyst or just starting your journey in data exploration, Einstein Copilot for Tableau becomes your trusted companion, empowering you to unlock insights and make informed decisions with confidence. Einstein Copilot for Tableau offers a range of features that enhance the data analytics experience and empower anyone to unlock the full potential of their data. Look for these features in the coming release, and even more as we continue to build. Faster insights with recommended questions When you are getting started in analytics—whether for work, learning, or just for fun—a blank canvas can be intimidating. Where do you even begin? Using Einstein to suggest questions you can ask of a specific datasource lightens that lift so you can quickly move from connecting to data to finding insights. Einstein Copilot for Tableau does a quick index across your connected datasource to create a summary context of the datasource. This summary is used to generate a few questions the dataset can answer. For example, using a dataset like Tableau’s Superstore practice dataset, Einstein Copilot for Tableau suggests “Are there any patterns over time for sales across product categories?” In one click a line chart is created. Since this is all happening in the authoring experience, users familiar with Tableau’s drag-and-drop interface can adjust anything displayed before saving and moving on to the next question. Combining analyzing data with learning by doing. With recommended questions, anyone can quickly uplevel their analytics skills. What is Einstein Copilot for Tableau? Using generative AI and statistical analysis, Einstein Copilot for Tableau is able to understand the context of your data to create and suggest relevant business questions to help kickstart your analysis. A smart, conversational assistant for Tableau users, Einstein Copilot for Tableau automates data curation—the organization and integration of data collected from various sources—by generating calculations and metadata descriptions. Einstein Copilot for Tableau can fill data gaps and enhance analysis by creating synthetic datasets where real data is limited. Einstein Copilot helps you anticipate outcomes with predictive analytics that simulate diverse scenarios and uncover hidden correlations. Additionally, generative models can bolster data privacy by producing non-traceable data for analysis. Accelerate insights from data with ease Tableau has thousands of features—and with Einstein Copilot’s in-product assistance, you ask questions using natural language, and from data prep and writing calculations to formatting worksheets and dashboards using your company brand guidelines, Einstein Copilot automates many time-consuming, repetitive tasks—increasing analyst productivity and speeding time-to-insights. Jumpstart data exploration Einstein Copilot for Tableau is a great tool for both data-savvy end users and data professionals. With the help of Einstein Copilot, you can ask more in-depth questions about the data insights without having to know all of the technical aspects of Tableau. In the worksheet, a set of recommended questions based on the data source’s metadata makes it easy for users to start analyzing their data. Einstein Copilot’s step-by-step guidance also helps new data professionals learn how to use Tableau effectively—with an opportunity for both novice and experienced users to increase their learn by doing. Improve viz and dashboard quality through prescriptive guidance With Einstein Copilot in Tableau, you

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January 15, 2024in Einstein 1 Platform, Salesforce, Salesforce Tableau
Tableau's Einstein Copilot
14Jan

Tableau’s Einstein Copilot

Tableau’s Einstein Copilot: Streamlining Data Analysis with AI Tableau, on its mission to empower individuals in comprehending and interpreting their data for over two decades, has found success thanks to data analysts. These professionals, integral to organizations fostering a data-centric culture, capture business requirements, prepare data, and craft data content for end users. While data analysis and data-driven decision-making have become commonplace in organizational discourse, not everyone with a stake in data utilization holds the title of “analyst.” Many individuals, those of us at Tectonic included, leverage data daily to make informed decisions. The advent of generative AI presents a compelling opportunity to bring transformative benefits to analytics. Businesses are keen to embrace generative AI due to its time-saving capabilities, faster insights, and the potential to empower analysts further through an AI assistant, allowing them to focus on delivering high-quality, data-driven insights. Facilitating this transformation is Einstein Copilot in Tableau. Tableau’s Einstein Copilot Einstein Copilot in Tableau harnesses generative AI and statistical analysis to understand the context of your data. It creates and suggests relevant business questions, kickstarting your analysis. As a smart, conversational assistant for Tableau users, Einstein Copilot automates data curation—organizing and integrating data from diverse sources—by generating calculations and metadata descriptions. Einstein Copilot fills data gaps, enhances analysis with synthetic datasets in the absence of real data, anticipates outcomes through predictive analytics, and ensures data privacy by generating non-traceable data for analysis. It upholds the promise of generative AI, offering an efficient, insightful, and ethical approach to data analytics—an intelligent assistant seamlessly integrated into the Tableau suite for users at all levels of expertise. Accelerating Insights with Ease With thousands of features, Tableau simplifies the data analysis process. Einstein Copilot, through in-product assistance, allows users to ask questions in natural language. From data preparation to writing calculations and formatting worksheets and dashboards in line with company brand guidelines, Einstein Copilot automates many time-consuming, repetitive tasks, boosting analyst productivity and speeding up time-to-insights. Jumpstarting Data Exploration Einstein Copilot is an invaluable tool for both data-savvy end users and professionals. It enables users to ask in-depth questions about data insights without requiring intricate Tableau technical knowledge. In the worksheet, recommended questions based on the data source’s metadata facilitate data analysis. Einstein Copilot’s step-by-step guidance aids new data professionals in learning Tableau effectively while offering opportunities for both novice and experienced users to enhance their skills. Enhancing Visualization Quality Einstein Copilot provides built-in visual best practice guidance, enabling users to format visualizations using simple natural language prompts and simplifying complex, time-consuming tasks. Crucially, human involvement remains a vital part of the process, ensuring thorough checks before accepting any proposed responses. Whether exploring data or creating dashboards, users can confidently navigate each step with assistance always available. Privacy, Security, and Accuracy Built with privacy, security, and accuracy in mind, Einstein Copilot assures users of a reliable AI-powered assistant. Future updates will introduce Pulse Metrics generation, Slack integration for sharing insights, and additional context to insights before sharing them. Einstein Copilot in Tableau is set to be generally available in Summer ’24 with Tableau 2024.2. For those interested in participating in the pilot, a form is available for sign-up in Spring ’24. Witness the transformative potential of Einstein Copilot in Tableau through the demo showcasing its ability to revolutionize analytics. By Tectonic’s Salesforce Marketing Consultant, Shannan Hearne Like1 Related Posts Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more Salesforce AI Einstein Next Best Action Salesforce AI Einstein Next Best Action is a feature designed to identify the most effective actions available to agents and Read more Einstein Relationship Insights Setting Up Einstein Relationship Insights: Configure ERI Insights to empower your sales team in managing relationships among individuals, companies, and Read more Joined Datasets in B2B Marketing Analytics B2B Marketing Analytics (B2BMA) datasets comprise source data that has been formatted and optimized by the B2B Marketing Analytics app Read more

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January 14, 2024in Einstein Insights, Salesforce Tableau
Better Sales and Services with Salesforce Unlimited Edition
26Dec

Better Sales and Services with Salesforce Unlimited Edition

Unified+ Edition (UE+): Elevating Salesforce Integration and Capabilities: Better Sales and Services with Salesforce Unlimited Edition The menace of siloed applications and disjointed tech stacks can haunt any company’s operational efficiency. In a market flooded with diverse products and services, the seamless integration of technology and a transparent purchasing process can significantly impact the overall user experience. Better Sales and Services with Salesforce Unlimited Edition Over the past few years, Salesforce clouds and various applications have witnessed substantial growth and transformation. In this busy time of evolution, the introduction of the Salesforce Unlimited+ edition (UE+) stands out. This insight explores the advantages and enhancements that the UE+ bundle brings to organizations, making it a comprehensive solution. Tectonic invites you to learn more. Going Beyond Unlimited: Following the launch of Sales Cloud Unlimited last year, Salesforce has not only focused on bundling popular products into a single SKU but has also aimed to provide an end-to-end solution addressing diverse customer needs. Unveiled at Dreamforce ‘23, UE+ is a significant stride toward achieving a fully integrated product suite. This comprehensive offering encompasses features for planning, communication, system integration, and end-user training, all consolidated into one unified package. By leveraging the power of AI, data, and CRM, UE+ simplifies the journey towards an elevated customer experience. While expectations were high for Data Cloud and Sales GPT to continue being part of Sales Cloud UE+, the delightful surprise of including Sales Planning, Revenue Intelligence, and Slack has elevated its appeal. UE+ for Sales and Service: Sales and Service Clouds, as Salesforce’s flagship products, have continually evolved into comprehensive solutions for organizations of varying complexities. Sales Cloud UE+ integrates everything from other Sales Cloud editions but with additional benefits, including extra Data Cloud and Einstein credits, Sales Planning, Salesforce Maps, Enablement, Revenue Intelligence, and Slack, contributing to an ideal customer experience. Similarly, Service Cloud UE+ enriches the offerings of other Service Cloud editions by adding Data Cloud, extra Einstein credits, Service Cloud Voice, Digital Engagement, Feedback Management, Self-Service, Slack, and CRM Analytics. This combination enhances issue resolution for agents and empowers customers with generative AI search capabilities. UE+ for Your Industry: Available now, UE+ for Industries combines everything from Sales and Service UE+ with industry-specific capabilities and data models. This holistic approach ensures a rapid return on investment, reducing implementation costs and duration. Final Thoughts: For organizations aiming to scale Salesforce processes and enhance functionality comprehensively, UE+ presents an enticing solution. Whether an existing Salesforce customer or a newcomer, UE+ serves as the awaited bundle to mitigate the risks associated with disconnected systems, paving the way for a seamless generative AI journey. 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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December 26, 2023in Salesforce, Salesforce Slack
Salesforce Summer 24
22Dec

Other Salesforce Spring 24 Release Updates

Other Salesforce Products and Services Get the latest information on features from Customer Success Group, Heroku, IdeaExchange, and Trailhead GO-other Salesforce Spring 24 Release Updates. Other Salesforce Spring 24 Release Updates Customer Success Group Salesforce Customer Success gives every customer access to resources and expertise from the world’s most extensive success ecosystem. From easy-to-use resources to embedded solution experts, we help you create your own path to success. With each release, we introduce new and better ways to help you see results from all your Salesforce products. Highlights for Spring ’24 include: Get to know Success Plans by visiting our overview page or taking the Salesforce Success Plans Trailhead module. Or visit the Salesforce Help Portal for more resources. To learn more about how to maximize your Salesforce success, check out our Success Now Handbook. Heroku Heroku is a cloud-based application platform for building and deploying web apps. For information on new features, go to the Heroku Changelog. IdeaExchange Share ideas with the Trailblazer community and Salesforce product managers with the IdeaExchange. In 2021, we rebuilt the IdeaExchange on Lightning Experience. The current version features an improved search experience that aids discoverability, more informative idea records, and search-as-you-type dupe detection to help avoid posting the same idea twice. For more information, visit the IdeaExchange. 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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December 22, 2023in Salesforce
Marketing Cloud Growth and Advanced Editions
22Dec

Marketing Cloud Growth and Advanced Editions

While Growth Edition is tailored to small businesses looking to get started with robust marketing automation, Advanced Edition caters to companies that need more sophisticated tools to scale personalization efforts, improve customer engagement, and streamline workflows. It offers additional features, including real-time journey testing, predictive AI for customer scoring, and advanced SMS capabilities, allowing businesses to enhance every touchpoint with their customers.

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December 22, 2023in Data, Enterprise, Marketing Automation, Salesforce, Salesforce Data Cloud, Salesforce Implementation Services, Salesforce Marketing Automation, Salesforce Marketing Cloud, Technology
Capture UTM Parameters in Wordpress Forms
14Dec

Simple Steps to Capture UTM Parameters in WordPress Forms

4 Easy Steps to Capture UTM Parameters in WordPress Forms Using Attributer Capturing UTM parameters within WP Forms using Attributer is simple. Just follow these four straightforward steps: Capture UTM Parameters in WordPress Forms About Attributer: Attributer is a robust tool designed for capturing UTM parameters within WP Forms. It operates by collecting technical user data such as UTM parameters, HTTP referrer information, and device details. By categorizing each visit into channels and storing the information as a cookie in the visitor’s browser, Attributer facilitates the automatic completion of hidden fields when a user submits a WP Form. Founded by a B2B marketing consultant, Attributer optimizes marketing ROI by precisely identifying the channels that convert visitors into leads and customers. Choosing Attributer offers a superior alternative to capturing raw UTM parameters, enabling a more refined and insightful data collection process. Like Related Posts CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Capture Initial Traffic Source With Google Analytics To ensure the proper sequencing of Tags, modify the Tag sequencing in the Google Analytics preview Tag settings. The custom Read more Snowflake and Salesforce with Embed Snowflake has deepened its partnership with investor Salesforce by introducing two tools that seamlessly connect their cloud-native systems. Snowflake and Read more

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December 14, 2023in Salesforce Data Cloud
what is net promoter score
23Nov

What is Net Promoter Score

what is net promoter score and what does it really tell you? Here’s a breakdown of the pros and cons of tracking Net Promoter Score (NPS): Pros: Cons: In summary, while NPS offers valuable insights into customer loyalty and satisfaction, it’s essential to recognize its limitations and complement it with other metrics and qualitative feedback for a holistic understanding of the customer experience. 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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November 23, 2023in Salesforce
MC Personalization Tips and Tricks
08Nov

MC Personalization Tips and Tricks

Salesforce Marketing Cloud Personalization, formerly Interaction Studio, offers incredible power for personalization. MC Personalization Tips and Tricks below will help you level up your game. Einstein Recipes: Enhancements and Challenges Multiple Dimensional Variations for Products in Einstein Recipes Einstein Recipes offer powerful and flexible tools for creating recommendations. However, the fourth step, Variations, falls short compared to other options. Currently, you can configure only a single Dimensional Variation. While multiple Item Types are available, once you select one, you cannot limit recommended products to specific numbers per category or brand. This limitation hinders control over product recommendations, especially for e-commerce sites with diverse catalogs. Unlike Dimensional Variations, multiple Boosters or Exclusions of the same type can be configured differently, which would be a valuable feature to add for Variations. Department Variation for Products in Einstein Recipes Einstein Recipes allow Dimensional Variations at the Category level, but only for primary categories. There is no option for Department (master category) level, which is limiting for e-commerce sites with broad category trees, such as: Recommendations with Category Variation set can still be dominated by similar products due to similar primary categories. Two solutions could address this: Price Reduction Ingredient in Einstein Recipes Triggered Campaigns in Journey Builder can target various events, including Catalog Triggers. Some triggers, like Product Expiring Soon, are available for Web with Einstein Recipes Ingredients. However, there is no Ingredient for the common e-commerce use case of Price Reduction. Marketing Cloud Personalization (Interaction Studio) has the required price and listPrice attributes for Triggered Campaigns. A workaround involves calculating price reductions externally and passing this information to a Related Catalog Object. More efficient solutions would be: Rating Count in Recipe’s Rating Exclusion Marketing Cloud Personalization offers Exclusions/Inclusions on Recipes to fine-tune recommendations. One option is to exclude/include items based on their rating, with an optional zero rating capture. It would be beneficial to include an option to filter based on rating count, allowing for: Currently, such filters can only be applied on the server side in the Template, which can limit recommendations. Having this feature at the recipe level would be more powerful. Abandoned Cart Retention Setting Marketing Cloud Personalization captures cart information for Einstein Recipes recommendations. However, cart content remains indefinitely unless managed proactively. A workaround involves a Web Campaign that checks cart age and pushes a clear cart action if necessary. A better solution would be a configurable option in MCP settings to automatically remove old cart data. Catalog Enhancements Full MCP Category Hierarchy Support for ETL Marketing Cloud Personalization can create a hierarchical tree of categories with automatic summing of views and revenue. However, this is currently possible only under specific conditions, such as having one Category per product and using a Sitemap format. This limitation is problematic, as ETL is often a better way to manage it. The Category ETL already provides detailed information using department and parentCategoryId attributes, but this data does not replicate the drill-down hierarchy in the Catalog UI or pass data from the bottom Category up. Ensuring feature parity between Sitemap and ETL would be beneficial. Segmentation Enhancements MCP Action Name Management Marketing Cloud Personalization captures actions from multiple sources but does not allow managing created actions. An option to view and remove unnecessary actions would improve user experience by reducing the number of options in the segmentation/targeting picklists. An even better solution would be to merge existing actions, preserving behavioral data after refactoring action names. MCP Hourly-Based Segmentation Rules Currently, segmentation rules in Marketing Cloud Personalization are based on days, limiting on-site campaign targeting. For example, to display an infobar for abandoned cart users, the current segmentation can only show users who have not performed a Cart Action today. Hourly-based segmentation rules would allow more precise targeting, showing users who have not performed a Cart Action in the last hour. Adding a picklist to choose between day or hour-based rules would enhance segmentation capabilities. Full MCP Catalog Export Marketing Cloud Personalization supports manual catalog export but only with limited data. The current export file lacks complete catalog data (e.g., promotable and archived attributes), making it unsuitable for ETL sources. An option to export the full catalog data, matching the ETL schema and including hidden items, would greatly benefit debugging and batch-modifying items for subsequent ETL import. Full MCP Catalog Metadata Visibility Marketing Cloud Personalization supports viewing custom attribute metadata in the Catalog but is limited to ETL updates. Extending this to built-in attributes and including origin and lastUpdated values for all sources (Sitemap, Mobile App, Manual update, API) would simplify debugging Catalog metadata issues, reducing admin/developer work and support tickets. ETL Enhancements External Email Campaign ETL Experience Name & ID External Email Campaign ETL allows passing behavioral data but is limited to Campaign ID and Campaign Name. To fully leverage this data in segmentation, it should also support Email ID and Email Name. Adding Experience ID and Experience Name fields to the ETL would enable targeted personalization, allowing segmentation on entire campaigns or specific emails within campaigns. External Email Campaign ETL Send Segmentation External Email Campaign ETL passes Send, Click, and Open data but does not support segmentation based on Send events. Enabling segmentation rules for Send events would unlock use cases like targeting Web or Push campaigns to users who received an email campaign but did not open it, fully leveraging cross-channel and real-time personalization. External Email Campaign ETL Unsubscription Event Type External Email Campaign ETL passes Send, Click, and Open data but cannot pass unsubscriptions. Including the Unsubscribe event would enable targeted campaigns like surveys about unsubscription reasons, win-back campaigns, or replacing email subscription prompts with other channel recommendations. By addressing these enhancements and challenges, Salesforce Marketing Cloud Personalization (Interaction Studio) can further improve its capabilities and provide more precise, effective, and user-friendly tools for personalized marketing. Reporting Enhancements: Direct Attribution at the MCP Campaign Level Current Reporting in Marketing Cloud Personalization (MCP) Marketing Cloud Personalization (Interaction Studio) offers various reports based on Activity, Results, and Visits. However, it

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November 8, 2023in Salesforce Development Services, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Personalization
Hubspot vs Salesforce
21Oct

Hubspot vs Salesforce

HubSpot began as a marketing automation solution tailored for small businesses, but it has since grown into a comprehensive Enterprise CRM, integrating marketing, sales, CMS, and service functionalities. While Salesforce continues to be a popular choice for CRM, more teams are increasingly turning to HubSpot for its marketing automation capabilities. HubSpot is a leading platform in CRM, marketing, sales, and customer service software, with a clear mission: to empower companies to optimize their sales processes and drive growth. HubSpot offers a range of resources centered around its five main products or “Hubs,” with the Marketing Hub and Sales Hub being the most prominent. HubSpot vs. Salesforce: Key Differences Salesforce is known for its robust reporting and extensive customization options. In contrast, HubSpot offers a smoother learning curve, a more intuitive interface, and a comprehensive suite of marketing and sales tools, all available at an accessible price point, including a free tier. Integrating HubSpot with Salesforce Integrating HubSpot with Salesforce allows you to streamline operations, creating a seamless and efficient connection between the two platforms without the need for complex technical setup. Key Benefits of HubSpot-Salesforce Integration: Enhanced Data Management The HubSpot-Salesforce integration simplifies and accelerates data management by eliminating manual data transfers and reducing the risk of errors. Syncing all relevant business data to HubSpot in just a few clicks provides deep insights into customer interactions and preferences, enabling you to deliver personalized experiences that boost engagement and foster customer loyalty. Empowering Sales Teams The integration enables seamless bi-directional synchronization, giving your sales team critical lead intelligence. By customizing record syncing and providing lead scores from HubSpot to Salesforce, sales teams can prioritize their outreach efforts more effectively, ultimately leading to increased deal closures. Bridging the Gap Between Marketing and Sales Close the gap between marketing and sales by using Salesforce data to personalize emails, segment databases, and send emails on behalf of sales representatives. The integration eliminates the need for manual exporting and importing of lists and campaign responses, while also allowing you to track revenue from closed-won deals in HubSpot, attributing campaigns directly to the revenue they generate. 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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October 21, 2023in Marketing Automation
Improve Customer Experience
18Oct

Shifting Trends in Customer Experience

Shifting Trends in Customer Experience Technology Amid Economic Challenges The customer experience technology market has expanded significantly over the past decade. However, the current economic climate is causing a slowdown in sales for this previously unstoppable industry. This shift reflects changes in how decision-makers approach purchasing customer experience software today. The Rise and Current State of CCaaS In recent years, there has been a surge in the adoption of CCaaS (Contact Center as a Service) within the customer experience technology stack. CCaaS is a cloud-based customer service solution that allows companies to operate a contact center without maintaining physical infrastructure or extensive on-premises equipment. Many leaders in CCaaS companies describe their current sales cycles as “weird,” indicating that inflation and global economic instability have finally impacted customer experience technology. Challenges in the Sales Process Brian Millham, Salesforce’s Chief Operating Officer, noted that Salesforce is experiencing “elongated deal cycles, deal compression, and high levels of budget scrutiny.” This means that getting a B2B sales prospect to say “yes” takes longer, clients are paying less, and more people are involved in the decision-making process, causing further delays. This results in frustration for software sales teams, uncertainty for marketing budgets, and broader impacts on related industries. Impact on Other SaaS Providers Workday, a SaaS application business, has lowered its revenue forecasts for the year, citing that larger customers are taking longer to finalize deals in a wavering economy. CEO Carl Eschenbach highlighted that although win rates remain strong, there is increased deal scrutiny compared to previous quarters. This sentiment is echoed across vendors selling customer experience or employee experience software. Marketing Budget Constraints Marketing leaders at customer experience software companies have described the current situation as a “tin-can” scenario when looking for marketing budgets. Despite many companies claiming that their customers are their top priority, economic anxiety leads to cuts in customer experience technology investments. Leaders are questioning the critical need for such technology, and many industries are answering with caution, reflecting a shift in technology purchasing decisions. The Role of AI in Customer Experience There were high expectations for new AI additions to software products, but the results have been mixed. Cosimo Spera, founder of Minerva CQ, noted that many companies testing AI solutions to improve customer experience have reported slow adoption by agents, resulting in increased agent handling time and costs without significant improvements in customer satisfaction or net promoter scores. Joe Fernandez, who founded Klout and is now building AllUp, remarked that companies are in a “wait and see” mode regarding AI, preferring to see stable outcomes before investing heavily in new products. Customer Experience Declines A recent WSJ article reported that customer experience in the U.S. has declined for the third year in a row, based on a Forrester report analyzing consumer perceptions. Consumers are skeptical, feeling that higher prices are not yielding better experiences. This global trend impacts various industries, underscoring the interconnected nature of today’s economy. Rethinking Contact Center Strategies Contact center consultant Michele Crocker, who has nearly 30 years of industry experience, advises companies to rethink their contact center operations rather than making sweeping cuts. She suggests optimizing organizational design and staffing, eliminating unnecessary recurring subscriptions, renegotiating vendor prices, auditing IT expenses, and considering more shared services. Crocker emphasizes the need for a leadership talent assessment to ensure the right leaders are in place to implement strategic growth agendas. She also highlights the potential savings in software costs through renegotiations and the importance of closely monitoring software licenses to avoid waste. A Contrarian Approach In times of economic downturn, a contrarian approach might be beneficial. Despite the slowdown in B2B spending, doubling down on customer experience initiatives could yield significant long-term benefits. Superior customer experiences lead to higher retention rates, increased word-of-mouth referrals, and greater customer loyalty. As many companies cut back on customer experience programs, those that maintain or enhance their efforts will be well-positioned to excel once the economy stabilizes. 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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October 18, 2023in Technology

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