, Author at gettectonic.com - Page 6
Tectonic Salesforce Implementation Partner
21Dec

Choosing a 2025 Salesforce Solutions Partner

Salesforce has revolutionized how companies manage customer relationships, offering a powerful CRM platform that drives efficiency, productivity, and sales growth. However, fully unlocking its potential requires more than just subscribing to the platform. Successful deployment, seamless integration, and tailored customization are critical to maximizing Salesforce’s benefits. That’s where selecting the right Salesforce Cloud Solutions Partner becomes crucial. This guide will walk you through the key factors to consider when choosing a Salesforce implementation partner to ensure a successful deployment and seamless integration tailored to your business needs. Why You Need a Salesforce Cloud Solutions Partner The Salesforce ecosystem is vast and complex, offering a range of tools, services, and integrations that can be overwhelming without the right guidance. From pricing options to technical aspects of Salesforce Sales Cloud, implementation, and integrations, the right partner can simplify the process. A skilled Salesforce Cloud Solutions Partner can: Choosing the right partner can significantly impact your Salesforce journey, ensuring a smooth transition and long-term success. Key Factors to Consider When Choosing a Partner 1. Assess Expertise and Experience Salesforce implementation requires technical proficiency and industry-specific expertise. Look for a partner who: Additionally, ensure the partner is skilled in services you may require, such as Salesforce Outlook Integration or trial configurations. 2. Evaluate Customization Capabilities Every business is unique, and your Salesforce CRM must reflect that. A capable partner will tailor the platform to your needs, including: Customization ensures your Salesforce environment fits your business like a glove, optimizing operations and delivering maximum ROI. 3. Look for a Holistic Approach to Integration Salesforce excels at integrating with various platforms to streamline workflows. Choose a partner who offers: A well-integrated system simplifies operations, enhances productivity, and positions your business for scalable success. 4. Ensure Support and Training Salesforce implementation is only the beginning; ongoing support and training are critical to success. Your partner should offer: Continuous support ensures your team fully leverages Salesforce, adapting to new features and growing with the platform. 5. Prioritize Pricing Transparency Salesforce offers flexible pricing plans, but implementation costs can vary. Ensure your partner provides: Pricing transparency helps you plan effectively and avoid surprises during your Salesforce journey. Conclusion Selecting the right Salesforce Cloud Solutions Partner is a critical decision that can profoundly impact your business’s efficiency and growth. By focusing on expertise, customization, integration, and support, you can ensure a smooth Salesforce implementation that maximizes your investment. A trusted partner doesn’t just implement Salesforce; they become an integral part of your success, helping you scale confidently and adapt to future challenges. For tailored guidance on selecting the ideal Salesforce partner or learning more about best practices for Salesforce CRM implementation, explore our detailed insights and resources. Make an informed choice and set your organization up for long-term success with Salesforce. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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December 21, 2024in Data, Public Sector Solutions, Salesforce, Salesforce Development Services, Salesforce Education Solutions, Salesforce Financial Services Solutions, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Managed Services, Salesforce Sales Cloud
salesforce agentforce ai powered agentic agents
16Dec

Agentforce 2.0 Unveiled

Salesforce Unveils Agentforce 2.0: Transforming Workflows with Enhanced AI Reasoning and Data Integration Salesforce has launched Agentforce 2.0, the next-generation version of its digital labor platform, offering enterprises new pre-built skills, advanced workflow integrations, and enhanced AI reasoning capabilities. Designed to create a “limitless workforce,” Agentforce 2.0 equips businesses with AI agents capable of executing complex tasks across any department, system, or workflow with improved precision and efficiency. Key Enhancements in Agentforce 2.0 1. Expanded Pre-Built Skills and IntegrationsAgentforce 2.0 introduces a robust library of pre-built agent skills compatible with Salesforce CRM, Slack, Tableau, and partner-developed tools on the AppExchange. Additionally, integrations with MuleSoft allow businesses to extend Agentforce capabilities across any system or workflow. 2. Advanced AI Reasoning and RetrievalPowered by Salesforce’s upgraded Atlas Reasoning Engine and retrieval-augmented generation (RAG) technology, the platform now handles deeply nuanced queries and multi-step tasks, leveraging enriched context from Data Cloud. 3. Enhanced Agent BuilderAgentforce’s updated Agent Builder can interpret natural language instructions—such as “onboard new team members”—to auto-generate agents and workflows. It also pulls from the expanded skill library to streamline agent creation, saving time and improving customizability. 4. Slack IntegrationSlack Actions are now embedded into Agentforce, enabling AI agents to interact directly within Slack. For example, agents can send direct messages summarizing project updates or modify Slack Canvas documents in response to customer feedback. Industry Impact and Adoption Marc Benioff, Chair and CEO of Salesforce, highlighted the transformative potential of Agentforce 2.0:“This launch takes our digital labor platform to the next level, blending AI, data, apps, and automation to reshape how businesses operate. Agentforce 2.0 empowers organizations to build a limitless workforce, delivering unprecedented levels of intelligence, customization, and efficiency.” Leading enterprises like Accenture, The Adecco Group, IBM, Finnair, and Indeed are already leveraging Agentforce to augment operations. A Growing Market for Digital Labor The release of Agentforce 2.0 responds to surging demand for agentic AI, with Salesforce closing 200 platform deals within a week and adding thousands more to its pipeline. According to CEO Marc Benioff, Salesforce plans to expand its salesforce by 2,000 workers to support adoption. “Digital labor is the new horizon for businesses,” Benioff remarked. “The way we architect, run, and staff our organizations is undergoing a fundamental transformation.” Challenges and Opportunities While the platform promises significant productivity gains, analysts warn of potential governance and security concerns. By 2028, Gartner predicts AI agent misuse could account for 25% of enterprise breaches. Salesforce emphasizes the importance of robust security measures to support adoption and mitigate risks. With over 80% of executives planning to deploy AI agents within three years (according to Capgemini), Agentforce 2.0 positions Salesforce as a leader in the evolving digital workforce space. Agentforce 2.0 is now available globally, with early adopters reporting improved scalability, efficiency, and customer satisfaction. For more information, visit the Salesforce Agentforce product page. About SalesforceSalesforce is a global leader in customer relationship management (CRM), enabling companies to connect with customers in new and innovative ways. With cutting-edge AI, data, and automation solutions, Salesforce empowers businesses to drive productivity, efficiency, and growth. For more details, visit www.salesforce.com. About TectonicWe are a niche, high quality, service-oriented US based technology services provider.We specialize in helping companies take advantage of the cross section between CRM, marketing, the use of data and analytics to shape behaviors and drive desired financial performance results. We have industry leading delivery capabilities addressing some of the most complex technology services, integrations and Salesforce implementation. Our delivery teams have over 200 certifications across a wide variety of technology services and products, including products, services and solutions serving sales, services, marketing, communities, customers, clients, operations, call centers, loyalty programs, just to name a few. In addition, we have highly skilled, cost effective off-shore delivery capabilities that allow us to provide our services at competitive, value added pricing levels. Please reach out and let us see how we can help you and your company. Tectonic is your Salesforce implementation partner. For more details, visit www.gettectonic.com. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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December 16, 2024in Agentforce Platform, Data, Enterprise, Mulesoft, Salesforce, Technology
AI and UX Design
16Dec

AI and UX Design

This insight comprehensively covers how AI is transforming UX design, presenting both opportunities and challenges while emphasizing the importance of maintaining a human-centric approach. Here’s a polished and slightly condensed version, retaining the core points for better clarity and engagement: AI in UX Design: Transforming Experiences in 2024 and Beyond In 2024, artificial intelligence (AI) is redefining user experience (UX) design and research. From streamlining processes to elevating personalization, UX professionals are integrating AI into their workflows to create experiences that are more intuitive and efficient. This insight explores how AI is reshaping UX and how designers can leverage it while preserving the human touch. How AI is Revolutionizing UX Design 1. Advanced AI Technologies in UXAI technologies like machine learning (ML), natural language processing (NLP), and computer vision are empowering designers with tools to understand user behavior better, build conversational interfaces, and create accessible, adaptable designs. These innovations provide deeper insights into user preferences and help refine interfaces to align with evolving needs. 2. Automating Routine Design TasksAI is taking over repetitive tasks such as rapid prototyping, A/B testing, and user data analysis, allowing designers to focus on creative, strategic challenges. For example: 3. Enhanced PersonalizationAI-driven systems offer dynamic content delivery, adaptive interfaces, and predictive behavior modeling to craft uniquely tailored experiences. These enhancements not only engage users but also foster loyalty by addressing individual preferences in real time. Balancing AI and Human-Centric Design While AI accelerates UX processes, maintaining a human-centered approach is essential. Successful integration requires: Best Practices for AI-Driven UX Design Ethical Considerations in AI-Enhanced UX Ethics remain at the forefront of AI in UX. Key concerns include: Learning from Case Studies These examples highlight how thoughtful AI integration can transform UX into a seamless, user-friendly journey. Preparing for Future Trends Looking ahead to 2025 and beyond, AI will continue to introduce innovations like emotional recognition and generative design, enabling even more intuitive user experiences. However, challenges such as data privacy concerns and high implementation costs will persist. UX professionals must adapt by blending AI-driven insights with human creativity, ensuring that designs remain empathetic and accessible. Conclusion AI is revolutionizing UX design, offering tools to enhance efficiency, personalization, and user engagement. The key to success lies in using AI as a complement to creativity rather than a replacement. By balancing automation with human-centered principles and committing to ethical practices, businesses can harness AI to create transformative, user-focused designs that truly resonate. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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December 16, 2024in Artificial Intelligence, Data, Google
google agentspace
13Dec

Google Agentspace

Google Agentspace: Boosting Productivity with AI-Powered Agents Google has unveiled Agentspace, a cutting-edge tool designed to revolutionize workplace productivity by combining the power of AI agents, Google Gemini 2.0, and its advanced search capabilities. This tool aims to streamline workflows, enhance information discovery, and empower enterprises to unlock the full potential of their data. What is Google Agentspace? Google Agentspace is an enterprise-focused productivity platform that simplifies complex tasks involving planning, research, and content generation. By integrating AI-powered tools like NotebookLM Plus, it enables employees to uncover insights, interact with unstructured and structured data, and make informed decisions—all in one centralized platform. Key features include: Core Benefits of Google Agentspace 1. Streamlined Information Discovery Employees often waste hours sifting through fragmented data in emails, documents, and spreadsheets. Agentspace serves as a centralized knowledge hub, offering conversational assistance, proactive suggestions, and actionable insights from both unstructured and structured data sources. With pre-built connectors for tools like Google Drive, Jira, Microsoft SharePoint, and ServiceNow, Agentspace ensures seamless integration with existing systems, providing employees with relevant information faster. 2. Enhanced Multimodal Capabilities Agentspace leverages Google’s search expertise and Gemini 2.0 to provide advanced reasoning capabilities. Employees can query in multiple formats (text, audio, video), translate information into different languages, and generate audio summaries, enhancing productivity and accessibility. 3. Task Automation Across Departments Agentspace empowers teams across various functions to automate repetitive tasks, such as: 4. Scalable AI for Enterprises Agentspace offers a low-code visual tool for creating custom AI agents tailored to specific business needs. These agents can automate multi-step workflows, conduct in-depth research, and assist with data-driven content generation, enabling enterprises to scale AI adoption effortlessly. Security and Responsible AI Google Agentspace is built on Google Cloud’s secure-by-design infrastructure, ensuring that enterprises can deploy AI tools with confidence. Key Security Features Google is also addressing responsible AI concerns with tools for evaluation, content moderation, and bias mitigation, ensuring ethical and explainable AI use in the workplace. Use Cases Google Agentspace provides solutions tailored to various enterprise needs: Challenges and Future Directions Despite its potential, Agentspace faces hurdles such as employee training and adoption. Organizations must ensure that employees understand how to incorporate the tool into their daily workflows effectively. Moreover, Google’s approach to responsible AI will be closely scrutinized. Addressing issues like explainability, bias prevention, and robust data infrastructure will be crucial for building trust and driving adoption. Early Access and the Road Ahead Google is offering early access to Agentspace, allowing enterprises to explore its potential and provide feedback. As AI continues to reshape the workplace, tools like Agentspace position Google as a leader in productivity-enhancing solutions for businesses. For enterprises looking to harness AI to unlock creativity, improve decision-making, and automate workflows, Agentspace is the next step in digital transformation. Sign up for early access today to bring the future of work to your organization. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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December 13, 2024in AI Tools, Data, Enterprise, Generative AI, Google
UK Leading AI’s Third Wave
13Dec

UK Leading AI’s Third Wave

The UK Leading AI’s Third Wave: Insights from Salesforce’s AI Readiness Index Salesforce’s latest UK AI Readiness Index positions the UK as a frontrunner in the third wave of AI innovation, particularly in agentic AI—autonomous systems capable of decision-making and action. This comes as nations globally compete for leadership in AI development, with significant implications for economic growth, national security, and technological sovereignty. UK’s AI Readiness Exceeds G7 Averages The index reveals that the UK’s overall readiness score is 65.5, outpacing the G7 average of 61.2. Both government and business sectors outperform their peers, reflecting a robust environment for innovation. Zahra Bahrololoumi, CBE, UKI CEO of Salesforce, highlights the transformative potential of this technology, stating: “Agentic AI is revolutionising enterprise software by enabling seamless collaboration between humans and AI agents, driving customer success. The UK AI Readiness Index affirms the UK’s vision and infrastructure to lead globally in this new wave of innovation.” Driving Forces Behind UK’s Leadership The UK’s strength lies in its holistic approach to AI development, integrating: Minister for AI and Digital Government, Feryal Clark, notes: “These findings are proof that the UK is primed to leverage AI’s potential, showcasing our strength in fostering innovation, investment, and collaboration across sectors.” AI in Action: Transforming UK Businesses Salesforce’s Agentforce platform is helping UK organisations capitalise on AI’s potential. Leading companies such as Capita, Heathrow Airport, and Bionic have reported significant productivity gains: The Road Ahead: Maintaining Leadership The report outlines key priorities for sustaining the UK’s position: Salesforce’s commitment to the UK includes a $4 billion investment over five years and the opening of its AI Centre in London, aimed at training developers and administrators in cutting-edge AI technologies. What the Experts Say Antony Walker, Deputy CEO of techUK, remarks: “The Salesforce UK AI Readiness Index highlights the UK’s strong position to lead the next wave of AI innovation. By supporting SMEs, investing in skills, and ensuring flexible regulation, the UK can solidify its global AI leadership.” Paul O’Sullivan, UKI CTO and SVP Solution Engineering at Salesforce, reinforces the urgency: “We are in the third wave of AI—an autonomous age moving at unprecedented speed. The UK has a unique opportunity to lead, but this requires sustained focus on skills, innovation, and collaboration.” Conclusion As the AI revolution accelerates, the UK’s leadership in agentic AI positions it as a global AI powerhouse. By balancing innovation with responsibility and investing in infrastructure and talent, the UK is not just adapting to AI’s future but shaping it. Salesforce’s AI initiatives, including its Agentforce platform and London AI Centre, ensure the UK remains at the forefront of this transformational journey. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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December 13, 2024in Agentforce Platform, AI Tools, Enterprise, Salesforce, Technology
salesforce government digital transformation
11Dec

Salesforce Drives Digital Transformation in Governmental Agencies

How Salesforce Drives Digital Transformation in Governmental Agencies in 2025 In the evolving digital age, government agencies face an increasing demand to modernize their services, improve citizen engagement, and deliver seamless digital experiences. These organizations require transformational technologies that not only streamline internal operations but also adopt a citizen-first approach. Salesforce emerges as a key enabler of this transformation, empowering government agencies with tools to build unified, transparent platforms while fostering efficiency and enhancing citizen interaction. Leveraging Salesforce Commerce Cloud and Salesforce CRM, agencies can overcome common challenges and embrace a more digitally enabled public sector. Let’s explore the pressing challenges government agencies face and how Salesforce provides practical, scalable solutions to address them. 1. Citizen Engagement and Accessibility: Bridging the Digital Divide Challenge: Citizens now expect government services to be as user-friendly and accessible as private-sector experiences. Lengthy response times, disconnected platforms, and inconsistent experiences across digital and physical touchpoints erode trust and hinder accessibility. Solution: 2. Data Security and Compliance: Safeguarding Citizen Trust Challenge: Handling sensitive citizen data requires robust security and strict compliance with regulations like GDPR, CCPA, and other local data privacy laws. Solution: 3. Legacy Systems and Integration: Modernizing Infrastructure Challenge: Legacy systems often limit agility, making it difficult to integrate new technologies and slowing the pace of digital transformation. Solution: 4. Budget Constraints: Implementing Cost-Effective Solutions Challenge: Budget limitations often hinder the adoption of new technologies, especially those requiring significant upfront investment. Solution: 5. Efficient Service Delivery: Streamlining Workflows Challenge: Paper-heavy, bureaucratic processes delay service delivery and frustrate both staff and citizens. Solution: 6. Data-Driven Decision-Making: Analytics for Informed Policies Challenge: Generating actionable insights from vast amounts of data is challenging, affecting policymaking and government efficiency. Solution: 7. Enhancing Collaboration: A Unified Workforce Challenge: Siloed departments hinder collaboration and reduce overall productivity, making it difficult to provide cohesive citizen services. Solution: 8. Real-Time Responsiveness: Meeting Citizen Expectations Challenge: Citizens expect real-time support and proactive communication from government agencies. Delays lead to frustration and diminished trust. Solution: Transforming Government Services with Salesforce Salesforce Commerce Cloud and Salesforce CRM are tailored to address public sector challenges in 2025. By leveraging these tools, government agencies can: Salesforce offers a clear path to a digitally empowered future, enabling government agencies to meet today’s demands while laying the foundation for innovation. Ready to Transform?If your agency is ready to embrace digital transformation, streamline operations, and enhance citizen services, Salesforce can help you get there. Let’s discuss how Salesforce solutions, supported by expert implementation, can drive meaningful change for your organization and your citizens. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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December 11, 2024in Data, Laws, Mulesoft, Public Sector Solutions, Salesforce, Salesforce Commerce Cloud, Salesforce Government Cloud, Salesforce Service Cloud, Salesforce Shield
Clippy-gate
10Dec

Clippy-gate

Clippy-gate: Why Salesforce vs. Microsoft is More Than a Marketing Spat Salesforce and Microsoft are clashing once again, this time over AI and intelligent agents. What started as a seemingly lighthearted joke by Salesforce CEO Marc Benioff at Dreamforce—mocking Microsoft’s Copilot as a “Clippy 2.0″—has escalated into a significant dispute. This confrontation extends beyond the typical vendor rivalry, touching on enterprise AI’s future and its implications for businesses. A History of Rivalry Salesforce and Microsoft have a long history of competition. Past disputes included lawsuits and marketing stunts, such as Microsoft’s ill-fated 2010 Dreamforce gimmick involving a “defecting” Salesforce customer. While the two companies briefly found common ground under Microsoft CEO Satya Nadella, this détente dissolved amidst antitrust challenges over Microsoft’s LinkedIn acquisition and an aborted attempt to acquire Salesforce. Benioff has since reverted to openly criticizing Microsoft. The latest round of hostilities centers on Microsoft’s announcement of ten AI agents for Dynamics 365, coinciding with the release of Salesforce’s Agentforce. Benioff has doubled down, accusing Microsoft of overhyping Copilot and failing to meet enterprise AI standards. Benioff’s Allegations Benioff’s critiques have been relentless. He has accused Microsoft of misleading customers about AI capabilities, claiming that Copilot “spews data all over the floor” and lacks the security, metadata, and integration necessary for enterprise use. On social media, he dismissed Copilot as “panic mode” rebranding, contrasting it with Agentforce, which he describes as a transformative platform integrated with enterprise data and workflows. Microsoft’s Position Microsoft has largely refrained from engaging directly. Nadella, during a European AI tour, promoted Copilot as “the UI for AI,” positioning it as the interface to a broader AI ecosystem. However, his remarks avoided addressing Benioff’s criticisms, leaving Salesforce’s claims unanswered. Implications for Enterprise AI This debate highlights critical issues for businesses adopting AI technologies. While Salesforce has emphasized pragmatism, acknowledging AI’s uncertainties, Microsoft’s perceived lack of response risks leaving questions unanswered. The stakes are high, with both companies vying for leadership in a rapidly evolving market. What’s Next? How Microsoft responds—or doesn’t—will shape this rivalry’s trajectory. A direct rebuttal could clarify its AI vision, but staying silent risks ceding thought leadership to Salesforce. For businesses navigating the complexities of enterprise AI, understanding these dynamics is essential to making informed decisions. As the AI landscape unfolds, this conflict underscores the competitive importance of securing trust and demonstrating actionable value. For now, the war of words is as much about shaping perceptions as it is about delivering results. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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December 10, 2024in Data, Enterprise, Laws, Salesforce
Demandbase Brings Intent Data to Salesforce Prospecting Center
10Dec

Demandbase Brings Intent Data to Salesforce Prospecting Center

Demandbase Brings Intent Data to Salesforce Prospecting Center, Empowering B2B Sales Teams Demandbase, the leading account-based go-to-market (GTM) platform for B2B enterprises, has partnered with Salesforce to integrate its industry-leading intent data into the Salesforce Sales Cloud Prospecting Center. Leveraging insights derived from over one trillion monthly interactions and 36 billion B2B site visits, this integration empowers sales teams to identify and prioritize accounts most likely to be in-market for their products. With Demandbase’s intent data embedded seamlessly into the Salesforce Prospecting Center, users gain access to an intuitive, customizable interface, enabling go-to-market teams to make data-driven decisions with greater precision and efficiency. “We’re thrilled to deepen our partnership with Salesforce and deliver even more value to our shared customers,” said Michael Wilczak, Chief Strategy & Development Officer at Demandbase. “By embedding our intent data directly into the Salesforce Prospecting Center, we’re enabling sales teams to target the most promising leads, boosting their productivity and success rates. This integration helps our customers maintain laser focus on accounts that are actively signaling buying intent, ultimately driving better outcomes—all within their existing Salesforce environment.” Key Features of the Intent Score Integration “By integrating Demandbase’s Intent Score into the Salesforce Prospecting Center, sales teams can take immediate action to identify and prioritize their next best customers,” said Pawan Kumar Adda, Senior Director of Sales Cloud Product Management at Salesforce. “This empowers sellers to focus on accounts with the highest likelihood of conversion, optimizing their efforts and boosting overall productivity.” The Intent Score feature, unveiled at Dreamforce ‘24, became available to Salesforce customers with Unlimited Edition or higher Sales Cloud subscriptions in October 2024. To learn more about how Intent Score can enhance your GTM strategy, visit the Salesforce Sales Engagement product page. Salesforce, Sales Cloud, Data Cloud, Dreamforce, and other marks are trademarks of Salesforce, Inc. About Demandbase Demandbase is the leading account-based GTM platform for B2B enterprises, enabling teams to identify and engage the right customers with precision. Powered by unified intent data, AI-driven insights, and actionable recommendations, Demandbase helps organizations align their GTM efforts, maximize revenue, and streamline technology stacks. Thousands of companies rely on Demandbase to execute scalable, data-driven strategies. Learn more at www.demandbase.com. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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December 10, 2024in Data, Enterprise, Salesforce, Salesforce Data Cloud, Salesforce Sales Cloud, Technology

Empowering LLMs with a Robust Agent Framework

PydanticAI: Empowering LLMs with a Robust Agent Framework As the Generative AI landscape evolves at a historic pace, AI agents and multi-agent systems are expected to dominate 2025. Industry leaders like AWS, OpenAI, and Microsoft are racing to release frameworks, but among these, PydanticAI stands out for its unique integration of the powerful Pydantic library with large language models (LLMs). Why Pydantic Matters Pydantic, a Python library, simplifies data validation and parsing, making it indispensable for handling external inputs such as JSON, user data, or API responses. By automating data checks (e.g., type validation and format enforcement), Pydantic ensures data integrity while reducing errors and development effort. For instance, instead of manually validating fields like age or email, Pydantic allows you to define models that automatically enforce structure and constraints. Consider the following example: pythonCopy codefrom pydantic import BaseModel, EmailStr class User(BaseModel): name: str age: int email: EmailStr user_data = {“name”: “Alice”, “age”: 25, “email”: “alice@example.com”} user = User(**user_data) print(user.name) # Alice print(user.age) # 25 print(user.email) # alice@example.com If invalid data is provided (e.g., age as a string), Pydantic throws a detailed error, making debugging straightforward. What Makes PydanticAI Special Building on Pydantic’s strengths, PydanticAI brings structured, type-safe responses to LLM-based AI agents. Here are its standout features: Building an AI Agent with PydanticAI Below is an example of creating a PydanticAI-powered bank support agent. The agent interacts with customer data, evaluates risks, and provides structured advice. Installation bashCopy codepip install ‘pydantic-ai-slim[openai,vertexai,logfire]’ Example: Bank Support Agent pythonCopy codefrom dataclasses import dataclass from pydantic import BaseModel, Field from pydantic_ai import Agent, RunContext from bank_database import DatabaseConn @dataclass class SupportDependencies: customer_id: int db: DatabaseConn class SupportResult(BaseModel): support_advice: str = Field(description=”Advice for the customer”) block_card: bool = Field(description=”Whether to block the customer’s card”) risk: int = Field(description=”Risk level of the query”, ge=0, le=10) support_agent = Agent( ‘openai:gpt-4o’, deps_type=SupportDependencies, result_type=SupportResult, system_prompt=( “You are a support agent in our bank. Provide support to customers and assess risk levels.” ), ) @support_agent.system_prompt async def add_customer_name(ctx: RunContext[SupportDependencies]) -> str: customer_name = await ctx.deps.db.customer_name(id=ctx.deps.customer_id) return f”The customer’s name is {customer_name!r}” @support_agent.tool async def customer_balance(ctx: RunContext[SupportDependencies], include_pending: bool) -> float: return await ctx.deps.db.customer_balance( id=ctx.deps.customer_id, include_pending=include_pending ) async def main(): deps = SupportDependencies(customer_id=123, db=DatabaseConn()) result = await support_agent.run(‘What is my balance?’, deps=deps) print(result.data) result = await support_agent.run(‘I just lost my card!’, deps=deps) print(result.data) Key Concepts Why PydanticAI Matters PydanticAI simplifies the development of production-ready AI agents by bridging the gap between unstructured LLM outputs and structured, validated data. Its ability to handle complex workflows with type safety and its seamless integration with modern AI tools make it an essential framework for developers. As we move toward a future dominated by multi-agent AI systems, PydanticAI is poised to be a cornerstone in building reliable, scalable, and secure AI-driven applications. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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December 10, 2024in AI Tools, Data, Generative AI

Real-World Insights and Applications

Salesforce’s Agentforce empowers businesses to create and deploy custom AI agents tailored to their unique needs. Built on a foundation of flexibility, the platform leverages both Salesforce’s proprietary AI models and third-party models like those from OpenAI, Anthropic, Amazon, and Google. This versatility enables businesses to automate a wide range of tasks, from generating detailed sales reports to summarizing Slack conversations. AI in Action: Real-World Insights and Applications The “CXO AI Playbook” by Business Insider explores how organizations across industries and sizes are adopting AI. Featured companies reveal their challenges, the decision-makers driving AI initiatives, and their strategic goals for the future. Salesforce’s approach with Agentforce aligns with this vision, offering advanced tools to address dynamic business needs and improve operational efficiency. Building on Salesforce’s Legacy of Innovation Salesforce has long been a leader in AI integration. It introduced Einstein in 2016 to handle scripted tasks like predictive analytics. As AI capabilities evolved, Salesforce launched Einstein GPT and later Einstein Copilot, which expanded into decision-making and natural language processing. By early 2024, these advancements culminated in Agentforce—a platform designed to provide customizable, prebuilt AI agents for diverse applications. “We recognized that our customers wanted to extend our AI capabilities or create their own custom agents,” said Tyler Carlson, Salesforce’s VP of Business Development. A Powerful Ecosystem: Agentforce’s Core Features Agentforce is powered by the Atlas Reasoning Engine, Salesforce’s proprietary technology that employs ReAct prompting to enable AI agents to break down problems, refine their responses, and deliver more accurate outcomes. The engine integrates seamlessly with Salesforce’s own large language models (LLMs) and external models, ensuring adaptability and precision. Agentforce also emphasizes strict data privacy and security. For example, data shared with external LLMs is subject to limited retention policies and content filtering to ensure compliance and safety. Key Applications and Use Cases Businesses can leverage tools like Agentbuilder to design and scale AI agents with specific functionalities, such as: Seamless Integration with Slack Currently in beta, Agentforce’s Slack integration brings AI automation directly to the workplace. This allows employee-facing agents to execute tasks and answer queries within the communication tool. “Slack is valuable for employee-facing agents because it makes their capabilities easily accessible,” Carlson explained. Measurable Impact: Driving Success with Agentforce Salesforce measures the success of Agentforce by tracking client outcomes. Early adopters report significant results, such as a 90% resolution rate for customer inquiries managed by AI agents. As adoption grows, Salesforce envisions a robust ecosystem of partners, AI skills, and agent capabilities. “By next year, we foresee thousands of agent skills and topics available to clients, driving broader adoption across our CRM systems and Slack,” Carlson shared. Salesforce’s Agentforce represents the next generation of intelligent business automation, combining advanced AI with seamless integrations to deliver meaningful, measurable outcomes at scale. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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December 9, 2024in Data, Google, Salesforce, Technology
Power of Historical Data in AI Performance
09Dec

Power of Historical Data in AI Performance

Salesforce’s Agentforce is brimming with potential, but unlocking its full capabilities requires more than just real-time data—it demands access to rich, historical datasets. Agentforce thrives on robust time-series data to recognize patterns, track trends, and deliver accurate predictions. While Salesforce excels at capturing real-time data, significant gaps exist when it comes to historical insights. Without this essential context, AI initiatives risk falling short, generating outputs that fail to account for long-term trends and evolving customer behavior. The Power of Historical Data in AI Performance Comprehensive historical data provides the depth and context that AI models like Agentforce need to excel. By incorporating this data, businesses can enable smarter predictions, uncover hidden patterns, and drive more meaningful insights—giving them a decisive edge in competitive markets. Introducing Own Discover: Unlocking Historical Data To bridge the historical data gap, Salesforce has introduced Own Discover—a secure, scalable data service designed to make historical Salesforce data readily accessible for AI models. This groundbreaking tool empowers admins to harness the full value of their organization’s historical data, fueling platforms like Agentforce to accelerate AI-driven innovation. Key Benefits of Own Discover Elevating Agentforce with Historical Data For Salesforce admins, historical data has become essential, not optional, for maximizing AI success. By integrating tools like Own Discover, admins can provide Agentforce with the datasets it needs to deliver reliable, actionable insights. This not only improves AI performance but also positions admins as strategic enablers of their company’s AI-driven transformation. With Own Discover, Salesforce makes historical data a strategic asset—unlocking the full potential of Agentforce and empowering businesses to embrace AI with confidence. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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December 9, 2024in Agentforce Platform, Data, Einstein Insights
SaaS Data Protection from Own
08Dec

Educational Salesforce Data Safeguard

Safeguarding Salesforce Data in Educational Institutions Educational institutions thrive on data—whether it’s class registrations, test scores, or admissions records. This data powers their ability to achieve objectives and drive digital transformation. For many, Salesforce and Education Cloud provide the backbone for managing student, faculty, and administrative data, keeping them ahead in the digital transformation race. However, while many institutions excel at leveraging data, the importance of protecting it often remains overlooked. This insight explores why safeguarding Salesforce data should be a top priority and how tools like Own make it easy. The Shared Responsibility Model: Know Your Role Salesforce simplifies data management for educational institutions, but adopting the platform comes with responsibilities. According to the shared responsibility model, Salesforce secures its infrastructure, while customers are accountable for safeguarding and recovering the data stored on the platform. For educational institutions, this means planning protection and recovery efforts proactively to avoid costly disruptions and risks before incidents occur. Why Protecting Salesforce Data is Critical As reliance on Salesforce data grows, having a robust backup and recovery strategy becomes essential. Here’s why: 1. Ensure Operational Continuity Data loss or corruption isn’t a matter of “if” but “when.” Protecting your Salesforce data ensures smooth operations during unexpected incidents. For example, during admissions season, losing prospective student applications due to accidental deletion could result in delays, reputational damage, and resource strain. With a reliable backup and recovery solution, your institution can quickly restore lost data, avoid operational disruptions, and ensure a seamless admissions process. 2. Stay Ahead of Regulatory Compliance Education is governed by strict regulations like FERPA and GDPR, and compliance is non-negotiable. By safeguarding your Salesforce data, you reduce the risks of legal, financial, or reputational penalties. A trusted backup solution ensures your data is securely stored, recoverable, and audit-ready to meet evolving compliance requirements. 3. Accelerate Development with Quality Data Data fuels innovation in Salesforce development. Reliable backups ensure developers have accurate, secure data to work with, reducing errors and speeding up deployment cycles. This enables institutions to adapt quickly to changes and make the most of Salesforce’s powerful capabilities. 4. Unlock AI Potential AI is revolutionizing education, from classrooms to administrative processes. However, successful AI initiatives require high-quality, historical data. By protecting Salesforce data, institutions can access the insights needed to drive AI-driven innovation and transform educational operations. Own: The Solution for Salesforce Data Protection Educational institutions shouldn’t wait for a data loss crisis to prioritize data protection. The Own Data Platform offers a seamless solution to safeguard Salesforce data, enabling institutions to focus on growth and innovation. Own’s Key Features Lessons Learned the Easy Way Data is the foundation of digital transformation in education. By prioritizing Salesforce data protection with tools like Own, educational institutions can safeguard their operations, meet compliance standards, and pave the way for innovation. After all, in both the classroom and the cloud, lessons are best learned proactively—not the hard way. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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December 8, 2024in Data
Spring 25 Update
06Dec

Spring 25 Update

Get Ready for Salesforce Spring ’25: Key Dates and Insights It’s that time of the Salesforce calendar again—the Salesforce ecosystem is buzzing with anticipation as the Spring ’25 release approaches. Packed with innovative features and updates, this release is set to enhance the customer experience and deliver significant value to all Salesforce users. To make the most of this release, there are two key priorities to focus on: preparing your sandbox and understanding when your instance will be upgraded. When Will Your Salesforce Instance Upgrade to Spring ’25? Knowing when your main Salesforce environment will transition to Spring ’25 is critical. Running tests on key system functions before the upgrade ensures everything continues to operate smoothly. While Salesforce releases are generally seamless, proactive testing is always a good practice. The main release weekends for Spring ’25 are: To pinpoint when your specific instance will upgrade: If you’re unsure of your instance name, you can find it by navigating to Setup > Company Information in your Salesforce org. Spring ’25 Sandbox Preview: Your Testing Opportunity Upgrading your sandbox environment is a vital part of preparing for the Spring ’25 release. This step allows you to test the new features and updates with your unique configurations and data. Salesforce provides two upgrade windows for sandboxes, depending on whether your instance is “Preview” or “Non-Preview.” Most sandboxes are expected to upgrade around January 4, 2025. Using a pre-release org is another option to explore the new features before the sandbox upgrade, but keep in mind that pre-release orgs don’t include your specific configurations. Spring ’25 Pre-Release Orgs Pre-release orgs provide a sneak peek at the Spring ’25 updates. These are an excellent way to get hands-on experience with the new features before they roll out to your environment. Stay tuned for the pre-release org link as it becomes available. Spring ’25 Release Notes: A First Look at New Features Perhaps the most eagerly awaited milestone in the Salesforce release cycle is the publication of the official release notes. These notes provide an in-depth overview of the features and upgrades being rolled out across Salesforce products. We’ll link the release notes here as soon as they’re available—so you can dive into what’s coming and prepare to implement the changes that matter most to your organization. With the Spring ’25 release just around the corner, now’s the time to start planning and testing. By staying ahead of the key dates and leveraging your sandbox preview, you’ll ensure a smooth transition to the latest Salesforce innovations. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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December 6, 2024in Data, Salesforce
06Dec

5 Attributes of an Agent

Defining the Role of AI Agents To successfully implement AI agents, organizations must clearly define their function across these five key areas: The Evolution of Agentic Automation Agentic automation represents a major shift in how enterprises leverage AI to drive productivity and efficiency. By seamlessly integrating AI agents, human employees, and automation technologies, businesses can orchestrate complex workflows from start to finish. AI agents are transforming customer service and business operations. These intelligent systems can plan and execute tasks, make informed decisions, and integrate with existing workflows to deliver superior efficiency. With the right AI strategy, businesses can elevate customer experiences by offering proactive, personalized, and highly responsive solutions. The Need for AI Agents Businesses today face mounting challenges: AI agents like Agentforce provide a scalable solution by automating interactions, streamlining processes, and ensuring continuous availability. Let’s explore what AI agents are, how they work, and how to deploy them successfully. What is an AI Agent? An AI agent is an intelligent system that autonomously interacts with customers, processes data, and executes actions without human intervention. Powered by machine learning and natural language processing (NLP), AI agents can: Unlike traditional automation, AI agents learn from interactions, refine their responses, and adapt to evolving business needs. Imagine if every employee—from the CEO to the newest sales rep—had an AI-powered assistant. With today’s AI advancements, that vision is becoming a reality. The Impact of Generative AI Agents More companies are embracing generative AI agents that leverage trusted customer data to deliver real-time insights. Tasks that once required extensive manual effort—like data analysis, trend forecasting, and customer support—can now be automated, freeing employees to focus on higher-value work. Beyond customer service, AI agents help businesses scale, meet key performance indicators, and solve problems before they escalate. The potential of this technology is just beginning to unfold. How AI Agents Work AI agents operate through a four-step process: By integrating these capabilities, AI agents can autonomously manage tasks like product recommendations, troubleshooting, and proactive follow-ups—allowing human employees to focus on strategic initiatives. Types of AI Agents Not all AI agents function the same way. Businesses can leverage different types of agents based on their operational needs: The Future of AI Agents AI-driven automation is redefining the way businesses operate. From enhancing customer experiences to optimizing internal workflows, AI agents are becoming indispensable tools for modern enterprises. As organizations invest in AI strategies, the key question remains: Are you ready to harness the full potential of AI agents to drive business success? Contact Tectonic today! By Tectonic Marketing Operations Director, 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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December 6, 2024in Data, Enterprise, Generative AI, Technology

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