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Autonomous AI Sans Human
04Sep

Autonomous AI Sans Human

Rise of Autonomous AI: Less Human Control and Increasing Adoption A recent Salesforce study reveals that nearly half of employees in Switzerland (46%) are either using or experimenting with AI technologies. While there is a general comfort with AI when it complements human efforts, many employees still prefer human oversight for tasks like training, data security, and onboarding. Despite this, the data indicates that increased investment in education and training could enhance trust in autonomous AI systems. Switzerland’s AI Adoption Compared to Other Countries Switzerland shows a higher openness to AI compared to other nations. In Germany, only 28% of respondents use AI confidently, compared to 46% in Switzerland. The UK (17%) and Ireland (15%) show even more skepticism. Conversely, India has the highest AI confidence, with 40% of respondents showing strong support. In Switzerland, however, 24% of employees are reluctant to use AI at work, and 25% are not keen on Generative AI. Sector-Specific AI Usage Trends The study also highlights significant sector differences. In the communications industry, 69% of employees are willing to use AI tools like ChatGPT and Gemini without hesitation. This contrasts with the life sciences and biotechnology sectors, where 72% of respondents are resistant to AI adoption. In the public sector, while there is general willingness, 56% express reservations due to a lack of expertise and guidelines. Notably, 39% of public sector respondents are completely opposed to using AI tools. Generational Insights on AI Proficiency Among different generations, Millennials and Gen X exhibit the highest proficiency and comfort with AI technology. In contrast, Gen Z appears more critical of AI, with 82% of this group avoiding AI assistants like IBM Watson or Microsoft Copilot. Millennials are more engaged, with 39% actively experimenting with or fully integrating AI assistants into their work routines. Gregory Leproux, Senior Director of Solution Engineering at Salesforce Switzerland, notes, “Our study reflects our customer experience: AI is widely used in Swiss companies, but human intervention remains prevalent. To fully leverage the benefits of AI, there is a need for robust control mechanisms and policies for responsible AI use, allowing for systematic review rather than piecemeal assessment. Thoughtfully designed AI systems can merge human and machine intelligence, marking the beginning of an exciting new era.” The survey, conducted by Salesforce in partnership with YouGov, took place from March 20 to April 3, 2024, with nearly 6,000 full-time employees from various industries and countries, including Switzerland (265 participants). The online survey covered nine countries: the US, UK, Ireland, Australia, France, Germany, India, Singapore, and Switzerland. Source: www.salesforce.com 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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September 4, 2024in Generative AI
License and Permitting Management for Businesses
03Sep

License and Permitting Management for Businesses

Citizens and residents today are more connected than ever and expect to interact with government just as they do with other industries—through a variety of modern channels with swift response times. License and Permitting Management for Businesses is an innovative solution. Public Sector Solutions for License and Permit Management for businesses empowers government entities to engage more effectively with residents, fostering economic growth and thriving communities. Digital Experiences: From a resident building a new home to an entrepreneur opening a new business, every constituent can easily identify the necessary licenses and permits for their project through a single online platform. Applications: Applicants can swiftly complete all necessary forms, which dynamically update based on user input, making the entire process straightforward and efficient. Automation Tools: Salesforce automation tools ensure that once an application is submitted, the constituent receives an automated email confirmation, and the reviewer is notified of the new application, streamlining communication. Kanban Employee View: Seamless handoffs for application review and approvals are facilitated by a Kanban-style dashboard where government reviewers can view all applications ready for review in one centralized location. Reviewers can also track the status of applications, ensuring the right colleague reviews and moves them forward. Service Console: When a reviewer accepts an application, they can access a comprehensive view of all essential details, such as status, guided actions, and uploaded files, all in one place. This clarity ensures that employees know the next steps in the review process, such as scheduling a required inspection before final approval. Collaboration: If additional information is needed, reviewers can easily collaborate with applicants in real-time, with all communications documented in one place. Applicants can view updates and messages when they log back into the portal, ensuring transparency and efficiency. Distributing Licenses and Permits: After final approval, the license or permit is generated and automatically emailed to the applicant. It is also made available in the constituent’s portal for easy access. This process keeps constituents informed with clear visibility into every step of the application approval process, while government employees are equipped to support community growth through enhanced collaboration with constituents and other departments. Dashboards and Analytics: Salesforce Analytics provides senior executives with a comprehensive view of agency and department-level permit statuses, including details by geography, type, status, and more, offering a holistic perspective on applications and active licenses and permits. 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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September 3, 2024in Public Sector Solutions
Enhanced AppExchange Trials
03Sep

Enhanced AppExchange Trials

🚀 Exciting Update: Enhanced AppExchange App Trials! 🚀 Found an app on AppExchange that checks all the boxes—great features, flexible pricing, and stellar reviews—but still unsure if it’s the right fit? At AppExchange, we understand the importance of trying before buying! Tectonic is excited to introduce new and improved features that make testing apps faster and easier than ever. Here’s what’s new: 🔑 A Streamlined Entry Point for App Trials The Try It Free button is now prominently displayed at the top of app listings. Simply click to view all available trial options, including sandbox installations, test drives, and Trialforce trials. 🔍 Compare with Confidence With multiple trial options, choosing the right one can be challenging. Now, each option comes with a summary of key features, presented side-by-side for easy comparison. ⚡ Faster, More Responsive, and Accessible Salesforce has optimized the trial experience by minimizing clicks and reducing load times. Plus, Trialforce trials now feature autogenerated usernames for quicker setup. The entire process is now more accessible and responsive, ensuring a seamless experience on any device. Interested in checking out a new solution on the AppExchange? Now it is easier than ever. Enhanced AppExchange Trials 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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September 3, 2024in Salesforce
Salesforce for Public Loan Management
03Sep

Salesforce for Public Loan Management

Public Loan Management Solutions: Optimized with Salesforce Technology In the dynamic world of financial services, public loan management has become increasingly important as organizations aim to improve efficiency, transparency, and borrower satisfaction. Leveraging cutting-edge technology is key to achieving these goals, and Salesforce offers a powerful platform for optimizing public loan management. This article explores how Salesforce’s capabilities can streamline and enhance various aspects of public loan management. The Role of Loan Boarding in Public Loan Management Loan boarding is a critical step where approved loans are entered into the system. This process typically includes data entry, document verification, and compliance checks. Salesforce’s customizable objects and automation features simplify this process by automating workflows, ensuring all necessary documents are collected and verified before the loan is boarded. Integrating external systems allows real-time data updates, minimizing errors and reducing manual intervention. Streamlining Handoff and Approval Processes Loan applications often require multiple approvals from stakeholders, which can be time-consuming and prone to delays. Salesforce facilitates efficient communication and collaboration through tools like Chatter, which allows instant messaging and file sharing. This ensures all stakeholders stay informed about application status changes, eliminating the need to switch between different platforms and speeding up the approval process. Disbursement Efficiency Timely fund disbursement is vital for maintaining borrower trust. Salesforce can automate disbursement processes by integrating payment gateways, accelerating fund transfers while providing borrowers with real-time updates on their disbursements. This enhances transparency and improves borrower satisfaction. Effective Management of Amortization Schedules Amortization schedules detail the repayment of loans over time, including both principal and interest. Salesforce’s reporting tools, combined with custom formulas, enable organizations to generate accurate, customized amortization schedules. These schedules can be easily updated if loan terms change, ensuring borrowers and lenders have up-to-date information. Simplifying Repayment Schedules Repayment schedules are essential for managing loan payments. Salesforce’s task management features allow organizations to automate reminders for upcoming payments, while borrowers can access personalized portals to view their schedules, promoting transparency and accountability. Customizable Loan Templates In public lending, creating flexible yet standardized loan templates is essential. Salesforce allows organizations to design customizable templates that meet both organizational policies and borrower needs, reducing onboarding time and improving efficiency. Comprehensive Document Management Managing loan-related documents is often challenging due to regulatory requirements and varying documentation needs. Salesforce’s integrated document management tools, such as Files and Content Libraries, provide secure storage and easy retrieval of documents, ensuring compliance and simplifying audits. Automating Interest Accruals and Invoicing Interest accruals require accurate tracking to ensure transparency for both lenders and borrowers. Salesforce’s invoicing automation ensures that billing cycles align with interest accruals, reducing administrative overhead and improving financial accuracy. Efficient Payment Processing and Waterfall Management Payment processing is essential for collecting repayments and adhering to waterfall structures, which determine how funds are allocated (e.g., to principal vs. interest). Salesforce integrates with NACHA/ACH for seamless payment processing and offers batch import capabilities for external payment records, improving cash flow management. Portfolio Management and Risk Assessment Managing a large portfolio of loans involves monitoring performance and assessing risks. Salesforce’s real-time analytics, reports, and dashboards provide managers with insights into portfolio performance, enabling data-driven decisions regarding portfolio adjustments, repayment patterns, and borrower risk. Enhancing Borrower Communication Consistent, clear communication is vital throughout the loan lifecycle, from initial inquiry to final repayment. Salesforce automates alerts and task assignments to ensure no critical communications are missed, keeping borrowers engaged and informed at every stage. Conclusion Salesforce technology offers a transformative approach to public loan management by enhancing operational efficiency, improving borrower experiences, and streamlining processes. Whether through automating document management, optimizing approval workflows, or managing payment cycles, Salesforce provides public lending organizations with the tools they need to deliver reliable, transparent, and efficient loan services to their constituents. By adopting Salesforce for public loan management, organizations not only improve internal operations but also elevate the borrower experience, ultimately contributing to community development and financial inclusion on a national 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 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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September 3, 2024in Salesforce Financial Services Solutions, Salesforce Optimization
Converting 15-Character IDs to 18-Character in Salesforce
02Sep

Converting 15-Character IDs to 18-Character in Salesforce

In Salesforce, every record is assigned a unique Record ID, which is essential for managing data, writing formulas, and referencing records as an admin or developer. There are two types of Record IDs: a 15-character version and an 18-character version, each suited for different scenarios. Converting 15-character IDs to 18-character ones can be time-consuming when done manually, but several tools and methods can simplify the process, allowing for instant conversion with just a click. Understanding Salesforce Record IDs 15-Character Record ID The 15-character Record ID is case-sensitive and typically used in Salesforce’s user interface for tasks like editing records and generating reports. However, its case sensitivity can create issues with systems that do not recognize differences between uppercase and lowercase letters. 18-Character Record ID To mitigate case sensitivity issues, Salesforce offers an 18-character ID, which is used in APIs and tools such as Data Loader. This ID adds three additional characters to the 15-character version and is always returned by these tools during data exports. When to Use Each ID For consistency, the 18-character ID is preferable, especially when working with external systems. It’s best practice to use the 18-character ID in formulas, API calls, or any data comparisons to avoid errors caused by case sensitivity. Converting IDs Using a Formula Field in Salesforce Salesforce recommends creating a formula field with the CASESAFEID(Id) function to convert the 15-character ID to an 18-character ID. Here are some key points to consider: Implementation Steps: Once completed, this formula field will display the 18-character ID on relevant records. APIs and Software DevelopmentIf you need a more scalable or efficient solution, consider using Salesforce APIs or third-party tools for ID conversion. While online tools may suffice for small tasks, they can become unwieldy when handling hundreds or thousands of records in a CSV or Excel file. Streamlining ID Conversion with Xappex Tools Imagine the frustration of manually copying and pasting IDs! That’s where the XL-Connector and G-Connector from Xappex come into play. These tools work directly in Excel or Google Sheets, simplifying the ID conversion process. Instead of juggling multiple tools or navigating complex processes, you can seamlessly convert Salesforce IDs within your spreadsheet, saving significant time and effort. Using XL-Connector for ID Conversion in Excel Using G-Connector (Google Sheets) for ID Conversion G-Connector is Xappex’s integration tool for Google Sheets and Salesforce. If you haven’t installed it yet, do so and log in to your Salesforce org. The sheet will automatically update with the new 18-character IDs and provide links to open the records directly in Salesforce. Conclusion In summary, managing Salesforce Record IDs doesn’t have to be a hassle. While converting 15-character IDs to 18-character IDs is crucial for consistency, doing it manually can be tedious. With XL-Connector and G-Connector, you can streamline ID conversion with just a click in Excel or Google Sheets, making your workflow much more efficient. 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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September 2, 2024in Data, Google, Salesforce
Slack Automation with New Workflow Features
02Sep

Slack Automation with New Workflow Features

Salesforce Expands Slack Automation with New Workflow Features Salesforce has introduced new capabilities in Slack, allowing customers to build workflows that automatically trigger when an event occurs in third-party apps like PagerDuty, Asana, Bitbucket, and others. This update also enhances the user experience, making it more intuitive to create workflows in Slack. Users now have access to over 50 plug-and-play templates tailored to common productivity tasks. Additionally, developers gain access to more coding languages and tools for building custom workflows, which can be easily shared with their teams. Why It Matters Key Highlights Workflow Builder, Slack’s no-code automation tool, empowers users to streamline tasks directly within Slack, reducing the burden on IT teams. Salesforce highlights the following new features: From Slack’s Perspective Slack has also made it easier to customize workflows with expanded developer tools. Developers can now build custom steps using open APIs and new developer resources, integrating these steps into Workflow Builder. These tools support additional programming languages, including JavaScript, TypeScript, Python, and Java, further enhancing the flexibility of custom workflows. According to Rob Seaman, Slack’s Chief Product Officer, “At Slack, one of our product principles is ‘don’t make me think.’ We’re applying that to automation, making it intuitive and delightful for everyone. These new features empower both developers and end users to automate any business process across their apps seamlessly in Slack.” What This Means for Businesses As companies seek ways to increase productivity without overloading IT teams, automation has become a critical solution. Tools like Slack’s no-code Workflow Builder enable users of any skill level to automate repetitive tasks, freeing up time for more strategic work. This is particularly important in an era where skilled workers, especially in data science and programming, are in short supply. The expanded capabilities in Workflow Builder make it easier to create powerful workflows that integrate with third-party systems. In addition, Salesforce has expanded Slack AI, initially launched in April as an add-on for paying customers, to support multiple languages, including Japanese and Spanish. This ongoing development strengthens Slack’s position as a central hub for workplace automation. 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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September 2, 2024in Salesforce
Mission Control Salesforce
30Aug

Mission Control 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 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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August 30, 2024in Salesforce
Detecting the Hot Chatbot
30Aug

Detecting the Hot Chatbot

All the tech giants are eager to prove their chatbot is the hottest in the market. Like wild stallions fighting over the mares, Google, Meta, Microsoft, and OpenAI are competing to show that their AI models have the most momentum. Companies with built-in AI like Salesforce occupy a broader sector. Detecting the Hot Chatbot is the challenge for the consumer. Why Detecting the Hot Chatbot Matters These companies have poured immense resources—both talent and money—into developing their models and adding new features. Now, they’re keen to showcase that these investments are yielding results. What’s Happening In the past few dayss, several major players have released new usage statistics: The Big Picture Generative AI is still in its early stages, and the entire industry faces the challenge of proving that these products deliver real value—whether by capturing market share from the lucrative search industry or by helping companies save money through increased productivity. How are you Detecting the Hot Chatbot. In the short term, however, everyone is eager to show they’re leading the pack. TV commercials for generative AI are now common, with Meta, Google, and Microsoft all airing spots, although the effectiveness of these ads varies. Some companies even boast that their commercials were created using AI—not necessarily the most convincing selling point. Between the Lines The competition isn’t just about consumer popularity; it’s also spilling over into the battle to secure business customers. On Wednesday’s earnings call, Salesforce CEO Marc Benioff made a point of distinguishing Salesforce’s new Agentforce AI sales assistant from Microsoft’s Copilot offerings. “This is not Copilot,” Benioff said. “So many customers are disappointed with what they bought from Microsoft Copilot because they’re not getting the accuracy and response they want. Microsoft has let down many customers with AI.” Microsoft quickly responded in a comment to CNBC. “We are hearing something quite different from our Copilot for Microsoft 365 customers,” said corporate VP Jared Spataro. “When I talk to CIOs directly, and if you look at recent third-party data, organizations are betting on Microsoft for their AI transformation.” The Bottom Line The competition is heating up as tech giants vie to prove they have the upper hand in the AI race and the Hot Chatbot. Customers will ultimately decide. 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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August 30, 2024in Generative AI, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions
Connected Vehicles
29Aug

Connected Vehicles

Revolutionizing the Automotive Industry: Salesforce’s Connected Car App The automotive industry has always been a beacon of innovation, consistently pushing the boundaries to enhance the driving experience. From the iconic Model T and the assembly line to today’s electric and autonomous vehicles, the evolution of automobiles has been driven by an unyielding pursuit of progress. I actually purchased a new-to-me car today, and with the connected vehicle on the horizon I’m kind of glad I’ll be able to upgrade in a couple years. Bluetooth and back up cameras are great. But a car that can tell the dealership to get me on the horn before some automotive calamity occurs? The future is here, my friends. Connected Vehicles for Better Experiences Now, as digital transformation reshapes industries, a new chapter is emerging in automotive innovation: the connected car. Leading this charge is Salesforce, a global powerhouse in customer relationship management (CRM), with the introduction of its groundbreaking Connected Car App, poised to redefine in-car experiences for both drivers and passengers. From my personal buying experience today, the car business could use some customer relationship management! The Future of In-Car Connectivity Salesforce’s Connected Car App is more than just a technological enhancement; it represents a fundamental shift in how we interact with our vehicles. By leveraging Salesforce’s Customer 360 platform, this app creates personalized, engaging experiences that go far beyond traditional automotive features. The Connected Car App is designed to make every journey more intuitive and efficient, offering real-time insights and services tailored to the unique needs of each driver. Whether it’s maintenance alerts, optimized route suggestions based on traffic, or personalized entertainment options, the app transforms the car into a truly smart companion on the road. A GPS feature? I guess I can plan on deleting Waze off my phone in the near future! Powered by Salesforce Customer 360 At the heart of the Connected Car App is Salesforce’s Customer 360 platform, which delivers a comprehensive, 360-degree view of each customer. This integration ensures that the app provides tailored experiences based on a deep understanding of the driver’s preferences, habits, and history. It isn’t going to just know you by a vehicle loan number, a VIN number, or even just an email address. For instance, a driver who frequently takes long road trips might receive customized recommendations for rest stops, dining options, and attractions along their route. Meanwhile, commuters could benefit from real-time updates on traffic, weather, and parking availability. The app’s ability to anticipate and respond to the driver’s needs in real time distinguishes it from traditional in-car systems. I can just hear my car now, advising me it has been one hour since I stopped for coffee, and she’s worried about my sanity. Enhancing Customer Loyalty and Satisfaction with Connected Vehicles The Connected Car App offers significant potential to boost customer loyalty and satisfaction. By delivering a personalized driving experience, automakers can strengthen relationships with customers, transforming each driving journey into an opportunity to build brand loyalty. If Toyota is suddenly going to treat me like Shannan Hearne instead of customer # xxxxx would be ecstatic. Additionally, the app’s capability to collect and analyze data in real time opens new avenues for automakers to engage with their customers. Predictive maintenance reminders, targeted promotions, and special offers are just a few examples of how the app fosters a deeper connection between the brand and the driver. Oh, yeah. My connected vehicle app is DEFINITELY going to be talking to me about changing my oil (I’m not exactly diligent), how great the latest model of Toyota is (I drove a Corolla for 18 years and have also owned a Tacoma, a Tundra, and a Prius), and if it would add coffee coupons I would be golden. A New Era of Automotive Innovation Salesforce’s Connected Car App marks a pivotal moment in the automotive industry’s digital transformation. As vehicles become increasingly connected, the opportunities for innovation are boundless. Salesforce is at the forefront with a solution that not only enhances the driving experience but also empowers automakers to build stronger, more meaningful relationships with their customers. In a world where customer expectations are constantly growing, the Connected Car App is a game-changer. Customers, even car owners, expect their brands to know them and recognize them. By integrating Salesforce’s CRM capabilities directly into vehicles, the app creates a seamless, personalized experience that stands out. As we look ahead, it’s clear that the Connected Car App is just the beginning of an exciting new era of automotive innovation. As a marketer at heart and a technologist by trade, I’m really excited about the potential here. Connected Vehicle: A Unified Digital Foundation Salesforce’s Connected Vehicle platform provides automakers with a unified, intelligent digital foundation, enabling them to reduce development time and roll out features and updates faster than ever before. This platform allows seamless integration of vehicle, Internet of Things (IoT), driver, and retail data from various sources, including AWS IoT FleetWise and Snapdragon® Car-to-Cloud Connected Services Platform, to enhance driver experiences and ensure smooth vehicle operation. Can you imagine a smart app like the Connected Vehicle talking to your loyalty apps for gas stations, convenience stores, and grocery stores? I would be driving down the interstate and the app will tell me there is a Starbucks ahead AND I have a 10% off coupon. Automakers and mobility leaders like Sony Honda Mobility are already exploring the use of Connected Vehicle to deliver better experiences for their customers. The platform’s ability to access and integrate data from any source in near real time allows automakers to personalize driver experiences, in-car offers, and safety upgrades. Why It Matters By 2030, every new vehicle sold will be connected, and the advanced, tech-driven features they provide will be increasingly important to consumers. A recent Salesforce survey revealed that drivers already consider connected features to be nearly as important as a car’s brand. Connected Vehicle accelerates this evolution, enabling automakers to immediately deliver branded, customized experiences tailored to

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August 29, 2024in Salesforce Implementation Services, Salesforce Managed Services, Salesforce Manufacturing Automotive Energy
Slack and AI and Time
29Aug

Slack and AI and Time

The longer you stay at an organization, the more Slack channels you find yourself entangled in, making it increasingly difficult to cut through the noise. Even at Fortune, the accumulation of channels and the platform’s familiar clicking notifications are ever-present, with writers engaging in conversations ranging from breaking news to local food tips and football discussions. Managing Slack can feel like a job in itself. However, as Slack incorporates AI to streamline tasks and minimize busy work, users now face the challenge of deciding how to use their newly freed-up time. Slack’s AI introduces a new time dilemma. By simplifying the once time-consuming task of sifting through messages for critical information, the platform’s new “recap” function provides workers with a summary of incoming messages and highlights what’s most important. Companies like OpenAI, Spotify, and Uber are also optimizing their workflows by integrating Slack with other tools, such as the work management app Asana. AI is being utilized in various ways across Europe as well. Slack CEO Denise Dresser, seven months into her role at the Salesforce-owned messaging app, noted a Workforce Labs study showing that U.K. users are leveraging Slack’s writing assistant feature, while French users are primarily using it for summarization. In Germany, 36% of desk workers are employing AI to automate their tasks more regularly than their European counterparts. The initial results are promising. Slack reports that its AI tool has saved users an average of 97 minutes per week in administrative time. However, this has led to a new challenge: many workers are unsure how to best use their extra time. “They were still focusing on the work of work, which means we haven’t yet made the operational and mindset shift to start doing new things,” Dresser shared with Fortune, reflecting on the Workforce Labs findings. This situation highlights the next significant discussion about AI’s impact on work—how it will enhance productivity, replace roles, and potentially create new ones. There’s also ongoing debate about whether AI could render the traditional five-day workweek obsolete, offering people the option to enjoy more leisure time or take on more work. Dresser, for her part, plans to use her freed-up time to engage more with clients and is optimistic about AI’s potential to revolutionize workflows. “I personally think AI is going to be one of the most significant enhancers of human productivity we’ve ever seen, and I believe it will truly unlock human potential,” Dresser says. “It will likely create more jobs. We may see entirely new roles emerge, and I think that’s going to be exciting.” 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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August 29, 2024in Salesforce Slack

When to use Flow

When and Why Should You Use a Flow in Salesforce? Flow is Salesforce’s premier tool for creating configurable automation and guided user experiences. If you need to build a process that doesn’t require the complexity of Apex code, Flow should be your go-to solution. It’s versatile, user-friendly, and equipped to handle a wide range of business automation needs. Legacy tools like Process Builder and Workflow Rules are being phased out, with support ending in December 2025. While you may choose to edit existing automations in these tools temporarily, migrating to Flow should be a top priority for future-proofing your Salesforce org. Capabilities of FlowFlows allow you to: When Should You Avoid Using a Flow?Although Flow is powerful, it’s not the right choice in every scenario. Here are situations where it may not be suitable: Creating a Flow in Salesforce Pro Tips for Flow Building Flow vs. Apex: Which to Choose?Flows are simpler, faster to deploy, and accessible to admins without coding expertise. Apex, on the other hand, is suited for complex use cases requiring advanced logic or integrations. Here’s when Apex should be used instead: Why Flows Are the FutureSalesforce has positioned Flow as the central automation tool by deprecating Workflow Rules and Process Builder. With every release, Flow’s capabilities expand, making it easier to replace tasks traditionally requiring Apex. For instance: Final ThoughtsSalesforce admins should prioritize building and migrating automation to Flow. It’s a scalable and admin-friendly tool that ensures your org stays up-to-date with Salesforce’s evolving ecosystem. Whether you’re automating basic processes or tackling complex workflows, Flow provides the flexibility to meet your needs. 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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August 28, 2024in Data, Salesforce Flow
Uplimit AI-Powered ELP
27Aug

Uplimit AI-Powered ELP

Uplimit Secures $11M in Series A Funding to Enhance AI-Powered Enterprise Learning SAN FRANCISCO, July 24, 2024 /PRNewswire/ — Uplimit, a leading provider of AI-powered enterprise learning solutions, has announced the successful completion of an $11M Series A funding round. This funding, led by Salesforce Ventures with participation from existing investors GSV Ventures, Greylock Partners, and Cowboy Ventures, as well as new investors Translink Capital, Workday Ventures, and Conviction, underscores the growing importance of effective employee upskilling in response to the rapid advancements in Generative AI technology. Uplimit AI-Powered ELP. “Helping employees stay ahead of technological advancements is now a critical priority for the organizations we serve,” said Claudine Emeott, Partner at Salesforce Ventures and Head of the Salesforce Ventures Impact Fund. “AI has the potential to equip both companies and individuals with the necessary skills to thrive, and Uplimit is at the forefront of integrating AI into education and training. We are excited to support their continued growth and look forward to seeing the significant impact they will have in the coming years.” “AI has the potential to equip both companies and individuals with the necessary skills to thrive, and Uplimit is at the forefront of integrating AI into education and training. We are excited to support their continued growth and look forward to seeing the significant impact they will have in the coming years.” Claudine Emeott, Partner at Salesforce Ventures and Head of the Salesforce Ventures Impact Fund Uplimit AI-Powered ELP With this new funding, Uplimit plans to expand its enterprise platform offerings, aiming to provide comprehensive upskilling solutions to more organizations and employees. Traditional education systems often require extensive resources for content creation, personalized feedback, and support, which can hinder scalability. While some scalable solutions exist, they often compromise on quality and outcomes. Uplimit is addressing this challenge with an innovative approach that combines scale and effectiveness. Their AI-driven platform enhances cohort management, learner support, and course authoring, enabling companies to deliver personalized learning experiences at scale. Uplimit’s recent introduction of AI-enabled role-play scenarios provides learners with immediate feedback, revolutionizing training and development for roles such as managers, support teams, and sales professionals. “Quality education has historically been a scarce resource, but AI is changing that,” said Julia Stiglitz, CEO and Co-founder of Uplimit. “AI allows us to create and update educational content rapidly, ensuring that learners receive personalized experiences even in large-scale courses. This is crucial as the demand for new skills, driven by the rapid evolution of AI technologies, continues to grow. Uplimit provides the tools needed for employees to quickly grasp new skills, tailored to their current knowledge and needs.” Uplimit has collaborated with a diverse range of companies, from Fortune 500 giants like GE Healthcare and Kraft Heinz to innovative startups such as Procore. Databricks, a leader in AI-powered data intelligence, was an early adopter of Uplimit’s platform for customer education. “We needed a learning platform that could scale to hundreds of thousands of learners while maintaining high levels of engagement and completion,” said Rochana Golani, VP of Learning and Enablement at Databricks. “Uplimit’s platform offers the perfect blend of real-time human instruction and personalized AI support, along with valuable peer interaction. This approach is set to be transformative for many of our customers.” The new funding will enable Uplimit to further enhance its enterprise and customer education offerings, expanding its AI capabilities to include advanced cohort management tools, rapid course feedback integration, interactive practice and assessment modules, and AI-powered course authoring. Join us on August 14th for our launch event, where we will explore how this funding will accelerate our mission and demonstrate the impact our platform is having on enterprise learning. About Uplimit Uplimit is a comprehensive AI-driven learning platform designed to equip companies with the tools needed to train employees and customers in emerging skills. The platform leverages AI to scale learning programs effectively, offering features such as AI-powered learner support, generative AI for content creation, and live cohort management tools. This approach ensures high engagement and completion rates, significantly surpassing traditional online courses. Uplimit also offers a marketplace of advanced courses in AI, technology, and leadership, taught by industry experts. Founded by Julia Stiglitz, Sourabh Bajaj, and Jake Samuelson, Uplimit is backed by Salesforce Ventures, Greylock Partners, Cowboy Ventures, GSV Ventures, Conviction, Workday Ventures, and Translink Capital, with contributions from the co-founders of OpenAI and DeepMind. Notable customers include GE Healthcare, Kraft Heinz, and Databricks. Uplimit has been featured in leading industry publications such as ATD, Josh Bersin, and Fast Company. 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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August 27, 2024in Generative AI
Unlocking Enterprise AI Success
26Aug

Unlocking Enterprise AI Success

Companies are diving into artificial intelligence. Unlocking enterprise AI success depends on four main factors. Tectonic is here to help you address each. Trust is Important-Trust is Everything Data is everything—it’s reshaping business models and steering the world through health and economic challenges. But data alone isn’t enough; in fact, it can be worse than useless—it’s a risk unless it’s trustworthy. The solution lies in a data trust strategy: one that maximizes data’s potential to create value while minimizing the risks associated with it. Data Trust is Declining, Not Improving Do you believe your company is making its data and data practices more trustworthy? If so, you’re in line with most business leaders. However, there’s a disconnect: consumers don’t share this belief. While 55% of business leaders think consumers trust them with data more than they did two years ago, only 21% of consumers report increased trust in how companies use their data. In fact, 28% say their trust has decreased, and a staggering 76% of global consumers view sharing their data with companies as a “necessary evil.” For companies that manage to build trust in their data, the benefits are substantial. Yet, only 37% of companies with a formal data valuation process involve privacy teams. Integrating privacy is just one aspect of building data trust, but companies that do so are already more than twice as likely as their peers to report returns on investment from key data-driven initiatives, such as developing new products and services, enhancing workforce effectiveness, and optimizing business operations. To truly excel, companies need to create an ongoing system that continually transforms raw information into trusted, business-critical data. Data is the Backbone-Data is the Key Data leaks, as shown below, are a major factor on data trust and quality. As bad as leaked data is to security, data availability is to being a data-driven organization. Extortionist Attack on Costa Rican Government Agencies In an unprecedented event in April 2022, the extortionist group Conti launched a cyberattack on Costa Rican government agencies, demanding a $20 million ransom. The attack crippled much of the country’s IT infrastructure, leading to a declared state of emergency. Lapsus$ Attacks on Okta, Nvidia, Microsoft, Samsung, and Other Companies The Lapsus$ group targeted several major IT companies in 2022, including Okta, Nvidia, Microsoft, and Samsung. Earlier in the year, Okta, known for its account and access management solutions—including multi-factor authentication—was breached. Attack on Swissport International Swissport International, a Swiss provider of air cargo and ground handling services operating at 310 airports across 50 countries, was hit by ransomware. The attack caused numerous flight delays and resulted in the theft of 1.6 TB of data, highlighting the severe consequences of such breaches on global logistics. Attack on Vodafone Portugal Vodafone Portugal, a major telecommunications operator, suffered a cyberattack that disrupted services nationwide, affecting 4G and 5G networks, SMS messaging, and TV services. With over 4 million cellular subscribers and 3.4 million internet users, the impact was widespread across Portugal. Data Leak of Indonesian Citizens In a massive breach, an archive containing data on 105 million Indonesian citizens—about 40% of the country’s population—was put up for sale on a dark web forum. The data, believed to have been stolen from the “General Election Commission,” included full names, birth dates, and other personal information. The Critical Importance of Accurate Data There’s no shortage of maxims emphasizing how data has become one of the most vital resources for businesses and organizations. At Tectonic, we agree that the best decisions are driven by accurate and relevant data. However, we also caution that simply having more data doesn’t necessarily lead to better decision-making. In fact, we argue that data accuracy is far more important than data abundance. Making decisions based on incorrect or irrelevant data is often worse than having too little of the right data. This is why accurate data is crucial, and we’ll explore this concept further in the following sections. Accurate data is information that truly reflects reality or another source of truth. It can be tested against facts or evidence to verify that it represents something as it actually is, such as a person’s contact details or a location’s coordinates. Accuracy is often confused with precision, but they are distinct concepts. Precision refers to how consistent or varied values are relative to one another, typically measured against some other variable. Thus, data can be accurate, precise, both, or neither. Another key factor in data accuracy is the time elapsed between when data is produced and when it is collected and used. The shorter this time frame, the more likely the data is to be accurate. As modern businesses integrate data into more aspects of their operations, they stand to gain significant competitive advantages if done correctly. However, this also means there’s more at stake if the data is inaccurate. The following points will highlight why accurate data is critical to various facets of your company. Ease and speed of access Access speeds are measured in bytes per second (Bps). Slower devices operate in thousands of Bps (kBps), while faster devices can reach millions of Bps (MBps). For example, a hard drive can read and write data at speeds of 300MBps, which is 5,000 times faster than a floppy disk! Fast data refers to data in motion, streaming into applications and computing environments from countless endpoints—ranging from mobile devices and sensor networks to financial transactions, stock tick feeds, logs, retail systems, and telco call routing and authorization systems. Improving data access speeds can significantly enhance operational efficiency by providing timely and accurate data to stakeholders throughout an organization. This can streamline business processes, reduce costs, and boost productivity. However, data access is not just about retrieving information. It plays a crucial role in ensuring data integrity, security, and regulatory compliance. Effective data access strategies help organizations safeguard sensitive information from unauthorized access while making it readily available to those who are authorized. Additionally, the accuracy and availability of data are essential to prevent data

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August 26, 2024in Salesforce
Winter 25 Release Developer Enhancements
25Aug

Winter 25 Release Developer Enhancements

Developer Enhancements Salesforce Flow Enhancements Flow Orchestrator Enhancements How to Access and Use Key Salesforce Features View the Automation Lightning App: Manage Steps in an Orchestration Stage: Customize the Flow Orchestration Work Guide Component: Customize SMS One-Time Password Delivery for Experience Cloud Sites: Control Authenticated Callouts Permissions: Improve Data Transmission Speed and Security with TLS 1.3: Enable LWC Stacked Modals: Additional Enhancements: Salesforce Mobile App Enhancements Resolve Sync Issues with Offline Drafts: Access Hyperlinks in Enhanced Reports: Messaging in the Salesforce Mobile App: Seller-Focused Sales Mobile Experience: Stay Informed About Upcoming Releases: Check Out Resources: 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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August 25, 2024in Salesforce Shield

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