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Education Cloud AI Innovations
14May

Education Cloud AI Innovations

Salesforce AI Innovations: Empowering Student Success and Faculty Efficiency Salesforce is introducing new Education Cloud AI Innovations, AI-powered tools designed to streamline the educational journey, enabling students to chart clear paths to graduation, translate their coursework into resume-ready skills, and connect with mentors who can guide them toward their career goals. Enhancing Faculty and Staff Efficiency with AI New generative AI capabilities are set to automate time-consuming tasks for faculty and staff, allowing them to focus on what matters most—driving student success. Personalizing Student Experiences with AI Institutions like the University of Nevada Las Vegas and Texas Tech are leveraging Salesforce for Education to create personalized student experiences and improve staff efficiency through AI-driven solutions. Salesforce Introduces AI-Powered Student Success Tools for Education Cloud Today, Salesforce unveiled cutting-edge AI tools for Education Cloud, including Intelligent Degree Planning and Skills Generator. These innovations are designed to help institutions craft personalized graduation pathways, translate coursework into tangible skills, and facilitate impactful mentorship programs. Additionally, Salesforce introduced Data Cloud for Education and Einstein Copilot Recruitment & Admissions Actions. These tools will enable institutions to automate routine tasks, enhance recruitment and enrollment processes, and bolster student support. Why It Matters Education professionals face the highest burnout rates across industries, and students are feeling the impact—only 11% of college students believe they are workforce-ready. As the education sector approaches an enrollment cliff, confidence in the value of a college degree is declining, and educators are leaving the profession in significant numbers. Schools must find ways to reduce staff workload while improving student experiences and outcomes. Explore Education Cloud Elevate the educational experience with the #1 AI CRM for learner and institution success. DIVE IN AI Innovation for Lifelong Student Success The new AI capabilities for Education Cloud, built on Salesforce’s Einstein 1 Platform, will help higher education and K-12 institutions unlock the power of their data to deliver trusted AI solutions. These innovations are designed to improve staff efficiency while enhancing student experiences and learning outcomes. Key features include: AI in Action for Faculty and Staff Salesforce is delivering new AI and data tools to automate tasks related to recruitment, enrollment, and student experience management. New features include: With these industry-specific AI and data tools, Education Cloud is poised to help K-12 and higher education institutions offer more individualized support to every student while increasing operational efficiency and reducing staff burnout. The Salesforce Perspective “Every institution wants to provide the best possible experiences for their students and staff. With industry-specific AI and data tools, Education Cloud will help K-12 and higher ed institutions offer more personalized support to every student while increasing efficiency and helping to reduce staff burnout. This will free educators and staff to focus on improving student outcomes, such as career readiness, well-being, and graduation rates.”— Bala Subramanian, VP & GM of Education Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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May 14, 2024in Einstein 1 Platform, Generative AI, Salesforce Education Cloud, Salesforce Education Solutions, Salesforce Einstein, Salesforce Managed Services, Salesforce Optimization, Salesforce Shield
Gen AI Role in Healthcare
11May

Gen AI Role in Healthcare

Generative AI’s Growing Role in Healthcare: Potential and Challenges The rapid advancements in large language models (LLMs) have introduced generative AI tools into nearly every business sector, including healthcare. As defined by the Government Accountability Office, generative AI is “a technology that can create content, including text, images, audio, or video, when prompted by a user.” These systems learn patterns and relationships from vast datasets, enabling them to generate new content that resembles but is not identical to the original training data. This capability is powered by machine learning algorithms and statistical models. In healthcare, generative AI is being utilized for various applications, including clinical documentation, patient communication, and clinical text summarization. Streamlining Clinical Documentation Excessive documentation is a leading cause of clinician burnout, as highlighted by a 2022 athenahealth survey conducted by the Harris Poll. Generative AI shows promise in easing these documentation burdens, potentially improving clinician satisfaction and reducing burnout. A 2024 study published in NEJM Catalyst explored the use of ambient AI scribes within The Permanente Medical Group (TPMG). This technology employs smartphone microphones and generative AI to transcribe patient encounters in real-time, providing clinicians with draft documentation for review. In October 2023, TPMG deployed this ambient AI technology across various settings, benefiting 10,000 physicians and staff. Physicians who used the ambient AI scribe reported positive outcomes, including more personal and meaningful patient interactions and reduced after-hours electronic health record (EHR) documentation. Early patient feedback was also favorable, with improved provider interactions noted. Additionally, ambient AI produced high-quality clinical documentation for clinician review. However, a 2023 study in the Journal of the American Medical Informatics Association (JAMIA) cautioned that ambient AI might struggle with non-lexical conversational sounds (NLCSes), such as “mm-hm” or “uh-uh,” which can convey clinically relevant information. The study found that while the ambient AI tools had a word error rate of about 12% for all words, the error rate for NLCSes was significantly higher, reaching up to 98.7% for those conveying critical information. Misinterpretation of these sounds could lead to inaccuracies in clinical documentation and potential patient safety issues. Enhancing Patient Communication With the digital transformation in healthcare, patient portal messages have surged. A 2021 study in JAMIA reported a 157% increase in patient portal inbox messages since 2020. In response, some healthcare organizations are exploring the use of generative AI to draft replies to these messages. A 2024 study published in JAMA Network Open evaluated the adoption of AI-generated draft replies to patient messages at an academic medical center. After five weeks, clinicians used the AI-generated drafts 20% of the time, a notable rate considering the LLMs were not fine-tuned for patient communication. Clinicians reported reduced task load and emotional exhaustion, suggesting that AI-generated replies could help alleviate burnout. However, the study found no significant changes in reply time, read time, or write time between the pre-pilot and pilot periods. Despite this, clinicians expressed optimism about time savings, indicating that the cognitive ease of editing drafts rather than writing from scratch might not be fully captured by time metrics. Summarizing Clinical Data Summarizing information within patient records is a time-consuming task for clinicians, and errors in this process can negatively impact clinical decision support. Generative AI has shown potential in this area, with a 2023 study finding that LLM-generated summaries could outperform human expert summaries in terms of conciseness, completeness, and correctness. However, using generative AI for clinical data summarization presents risks. A viewpoint in JAMA argued that LLMs performing summarization tasks might not fall under FDA medical device oversight, as they provide language-based outputs rather than disease predictions or numerical estimates. Without statutory changes, the FDA’s authority to regulate these LLMs remains unclear. The authors also noted that differences in summary length, organization, and tone could influence clinician interpretations and subsequent decision-making. Furthermore, LLMs might exhibit biases, such as sycophancy, where responses are tailored to user expectations. To address these concerns, the authors called for comprehensive standards for LLM-generated summaries, including testing for biases and errors, as well as clinical trials to quantify potential harms and benefits. The Path Forward Generative AI holds significant promise for transforming healthcare and reducing clinician burnout, but realizing this potential requires comprehensive standards and regulatory clarity. A 2024 study published in npj Digital Medicine emphasized the need for defined leadership, adoption incentives, and ongoing regulation to deliver on the promise of generative AI in healthcare. Leadership should focus on establishing guidelines for LLM performance and identifying optimal clinical settings for AI tool trials. The study suggested that a subcommittee within the FDA, comprising physicians, healthcare administrators, developers, and investors, could effectively lead this effort. Additionally, widespread deployment of generative AI will likely require payer incentives, as most providers view these tools as capital expenses. With the right leadership, incentives, and regulatory framework, generative AI can be effectively implemented across the healthcare continuum to streamline clinical workflows and improve patient care. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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May 11, 2024in Einstein 1 Platform, Generative AI, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud, Salesforce Implementation Services, Salesforce Optimization
Salesforce AI
09May

Salesforce AI

Salesforce AI is the cornerstone of our Einstein 1 Platform, offering reliable and adaptable AI solutions seamlessly integrated into your customer data. With Einstein, you can craft tailored, predictive, and generative AI experiences to address all your business requirements securely. Einstein brings conversational AI to every facet of your operations, from workflows and users to departments and industries. Here’s what Einstein can do for you: Sales AI: Accelerate sales cycles with trusted AI capabilities. Einstein can compose emails enriched with customer insights, summarize sales calls, and provide real-time predictions to guide sellers towards successful deals. Customer Service AI: Enhance customer service experiences while boosting agent efficiency. Einstein surfaces relevant information during support interactions, automates case resolutions, and empowers agents with a knowledge base. Marketing AI: Drive personalized and efficient marketing campaigns at scale. Einstein provides insights to enhance engagement, create personalized customer journeys, and automate outreach efforts. Commerce AI: Personalize every buyer and merchant interaction with flexible ecommerce AI tools. Einstein generates product descriptions, recommends relevant products, and optimizes buying experiences. Einstein 1 Studio: Customize and extend AI for CRM with ease. Configure actions, prompts, and models to tailor Einstein Copilot to your specific business needs. Copilot Builder: Extend Einstein Copilot with familiar platform features to streamline workflows and monitor interactions seamlessly. Prompt Builder: Create prompt templates to expedite tasks and generate content grounded in your business data, ensuring relevance across Einstein Copilot, Lightning pages, and flows. Model Builder: Build or import predictive AI models into Salesforce and the Einstein Trust Layer, seamlessly managing AI models in a unified control plane. Deploy AI you can trust with the Einstein Trust Layer, ensuring privacy, security, and responsible use across your organization. Features like Dynamic Grounding, Sensitive Data Masking, and Ethics and Inclusivity policies uphold ethical AI principles while optimizing accuracy and relevance. Join companies like General Mills and Riley Children’s Health in leveraging the power of Salesforce AI to drive personalized experiences and optimize operations for greater impact and efficiency. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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May 9, 2024in Einstein 1 Platform, Generative AI, Salesforce, Salesforce Einstein
AI Data Foundation
07May

AI Data Foundation

In the era of AI, the Data Foundation is crucial for empowering AI-driven customer experiences. Data Cloud emerges as a unifying force, seamlessly integrating data to fuel transformative AI encounters and elevate customer-centricity. Beyond mere data management, Data Cloud represents a significant advancement, enabling profound insights by harmonizing diverse data sources with CRM data from the Salesforce platform. This convergence facilitates the unlocking of actionable insights critical for informed decision-making. In a strategic collaboration, Salesforce and AWS extend their partnership to enhance AI capabilities. AWS AI services are integrated into Salesforce’s Einstein Trust Layer, empowering Data Cloud with seamless access to AWS data services and compute resources. Additionally, Data Cloud and other Salesforce offerings are now accessible through the AWS Marketplace, streamlining procurement processes. This insight explores how Data Cloud unifies vast and varied business data with CRM data from the Salesforce Einstein Platform. It serves as a robust foundation for AI-powered customer experiences, providing businesses with unprecedented insights into their data universe. With Data Cloud, businesses can seamlessly combine CRM data with diverse sources, including transactional data, IoT device data, and social media interactions. This consolidation fosters a single source of truth, enhancing decision-making and the relevance of AI models. Unlike traditional approaches that involve laborious data movement, Data Cloud operates on AWS infrastructure, enabling seamless data connectivity and preparation without the need for ETL processes. Leveraging Apache Iceberg and Salesforce’s contributions, Data Cloud ensures data consistency, flexibility, and interoperability, essential for AI-driven insights. Moreover, Data Graphs offer a novel approach to assemble and rapidly access data collections from disparate sources, facilitating grounded AI experiences. Through Model Builder and Einstein Copilot Studio, businesses can seamlessly access Data Cloud data in Amazon SageMaker for custom AI model creation without ETL overheads. This partnership between Salesforce and AWS represents a paradigm shift in data management and AI integration. By combining Salesforce’s customer-centric approach with AWS’s scalable infrastructure, Data Cloud empowers businesses to harness AI as a practical tool for growth and innovation in the digital era. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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May 7, 2024in Einstein 1 Platform, Salesforce, Salesforce Einstein
Generative AI Self-Service and Unified Knowledge
06May

Generative AI Self-Service and Unified Knowledge

Salesforce Announces Unified Knowledge to Boost Service Efficiency and Customer Experience Salesforce has introduced Unified Knowledge, a groundbreaking solution designed to integrate organizational knowledge from various third-party systems into Salesforce. This integration aims to enhance service agents’ efficiency and expedite customer case resolutions. By leveraging customer data in Salesforce Data Cloud, Unified Knowledge helps generate accurate and relevant AI-driven content, enabling faster and more personalized customer experiences. Generative AI Self-Service and Unified Knowledge. Key Importance Detailed Insights Built on the Einstein Trust Layer, Einstein for Service uses AI to boost service team productivity and customer experience. Traditionally, these AI capabilities have relied on unstructured and structured customer data within Data Cloud. Unified Knowledge enhances these AI models by incorporating Salesforce knowledge articles and resources from third-party platforms such as SharePoint, Confluence, Google Drive, and company websites. This robust data foundation empowers Einstein for Service and its generative AI capabilities to deliver precise answers to agents and AI assistants in real time. Generative AI Self-Service and Unified Knowledge Unified Knowledge, developed through a strategic partnership with Zoomin, offers several key capabilities: In addition to Service Cloud, Unified Knowledge integrates information into Salesforce Field Service, Sales Cloud, Health Cloud, and Financial Services Cloud. Salesforce’s Perspective Kishan Chetan, EVP and GM of Service Cloud, stated, “In service, more knowledge and more context translates to better answers for agents and customers. Agents and self-serve customers already benefit from a complete customer profile with information in Data Cloud. Now, with Unified Knowledge, they also have access to all external organizational data, creating a truly comprehensive foundation to fuel both the successful adoption of generative AI and the delivery of faster, more meaningful customer experiences.” Customer Reaction Dharam Rai, VP of Global Customer Success & Experience at Sonos, commented, “Unified Knowledge is helping us deliver proactive, predictive, and preventative service to our customers. We have over 500 agents educating our customers on different aspects of our products. Now, all our resources and data points can be unified through the same system quickly, enabling our agents to provide solutions faster. Every agent can deliver consistent and repeatable service to improve customer engagement and increase organizational productivity.” Availability Unified Knowledge is available today in open beta for Salesforce customers with Service Cloud Unlimited Edition, Einstein 1 Service Edition, or the Knowledge Add-On. Knowledge Answers in Bots will be generally available in June 2024, while Einstein Copilot for Mobile Workers and Search Answers are available now. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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May 6, 2024in Einstein 1 Platform, Generative AI, Salesforce, Salesforce Data Cloud, Salesforce Einstein, Unified Knowledge
Salesforce to Power Loyalty and Personalization for IHG
04May

Salesforce to Power Loyalty and Personalization for IHG

IHG Hotels & Resorts has teamed up with Salesforce to elevate guest loyalty and meet the evolving expectations of customers. Through its One Rewards program, IHG aims to foster guest loyalty by enhancing efficiency and delivering personalized experiences across its expansive network of over 6,000 hotels spanning 19 IHG brands. Salesforce to Power Loyalty and Personalization for IHG Research indicates that 65% of consumers express a preference for brands that prioritize personalized experiences. In response to these consumer preferences, IHG is embarking on a journey to standardize its CRM infrastructure using the Einstein 1 Platform. This platform seamlessly integrates CRM and data to create comprehensive customer profiles and tailor guest experiences, thereby driving loyalty. Leveraging generative AI, Salesforce and its technology partners are also assisting IHG in guest management endeavors. Heather Balsley, Global Chief Commercial & Marketing Officer at IHG Hotels & Resorts, emphasized, “As we strive to enhance the IHG One Rewards loyalty program, our foremost goal is to provide guests with booking and stay experiences that are customized to their unique travel requirements. Our partnership with Salesforce will empower us to further refine the technology, tools, teams, and solutions underpinning our loyalty program, enabling us to offer personalized content and services that forge deeper connections with our most valued guests.” Salesforce to Power Loyalty and Personalization for IHG By harnessing the capabilities of Service Cloud, IHG gains a comprehensive 360-degree view of guests, enabling prompt and accurate resolution of guest inquiries and thereby elevating overall guest satisfaction. Additionally, IHG’s adoption of Marketing Cloud facilitates targeted customer engagement through preferred communication channels, including email, SMS, and push notifications. IHG One Rewards members exhibit a strong inclination to book directly through IHG websites and its One Rewards mobile app, demonstrating a significant increase in spending compared to non-members. Through the predictive AI technology offered by the Einstein 1 Platform, IHG aims to expand its loyalty membership base and further enhance guest engagement. For more information about the Einstein 1 Platform, visit: Salesforce – Einstein 1 Platform Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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May 4, 2024in Einstein 1 Platform, Generative AI, Salesforce, Salesforce Einstein, Salesforce Hospitality Travel and Transportation
beyond inc leverages salesforce
03May

Salesforce Takes Beyond Inc Beyond Personalized Shopping Experiences

Beyond, Inc., the parent company of renowned e-commerce brands such as Bed Bath and Beyond, Overstock, and Zulily, has unveiled an expanded commitment to leveraging Salesforce’s cutting-edge data and marketing solutions. Beyond Inc leverages Salesforce is to foster customer loyalty and deliver deeply personalized shopping experiences across all its brand portfolios. Beyond will now utilize Salesforce Data Cloud, powered by the Einstein 1 Platform, to unify customer data across multiple brands and enterprise data systems. This unified data will provide invaluable insights into customer behavior, preferences, and engagement patterns across Beyond’s diverse brand ecosystem. Marcus Lemonis, Executive Chairman of the Beyond, Inc. Board of Directors, underscored the company’s commitment to revolutionizing its approach to customer data management, emphasizing the importance of adopting a profit-oriented mindset and investing in customers who demonstrate a propensity for repeat purchases and loyalty. Lemonis previously implemented Salesforce solutions at Camping World Holdings. Lemonis is also the host of CNBC’s The Profit. Beyond Inc Leverages Salesforce Carlisha Robinson, Chief Customer Officer at Beyond, hailed the collaboration with Salesforce as a pivotal moment ushering in a new era of growth for the company. She emphasized the pivotal role of digital technologies in driving Beyond’s growth agenda, highlighting the company’s strategic utilization of the Einstein 1 Platform to unlock the full potential of AI and data-driven insights. Through this expanded collaboration, Beyond aims to execute personalized journeys using Salesforce Marketing Cloud, thereby increasing customer loyalty and spend across its brands. Ariel Kelman, Chief Marketing Officer at Salesforce, lauded Beyond’s adoption of Salesforce’s AI, Data Cloud, and integration technologies as instrumental in fostering deeply engaging and personalized interactions with customers. Kelman emphasized that providing personalized experiences is paramount in today’s customer-connected world, and Beyond’s initiatives will help drive revenue growth and enhance customer relationships in a whole new 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 Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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May 3, 2024in Einstein 1 Platform, Salesforce, Salesforce Data Cloud, Salesforce Marketing Cloud, Salesforce Optimization
Public Sector Einstein 1 for Service
01May

Public Sector Einstein 1 for Service

Salesforce, a prominent provider of cloud-based software solutions, has unveiled the introduction of Public Sector Einstein 1 for Service, a specialized software platform tailored explicitly for government employees. Salesforce is targeting governmental customer service improvements with the launch of the Public Sector Einstein 1 for Service. This latest offering, built on Salesforce’s Einstein 1 platform, integrates a variety of artificial intelligence-driven capabilities aimed at streamlining administrative tasks within the public sector. Public Sector Einstein 1 for Service.  Built on Salesforce’s Einstein 1 platform, the offering is designed to leverage data and automation to improve worker efficiency, reduce or eliminate repetitive tasks, and improve the ability of workers to interact with systems, data, and the people they serve.  Public Sector Einstein 1 for Service presents a suite of AI-powered features crafted to enhance efficiency and productivity for government entities. These encompass Caseworker Narrative Generation, utilizing generative AI to synthesize data summaries; Service Cloud Voice, enabling real-time transcription of conversations; and Einstein Activity Capture for Public Sector, facilitating documentation of case interactions through natural language processing. Additionally, the platform incorporates Data Cloud for Public Sector and Interaction Notes for Public Sector, providing comprehensive note-taking functionalities. Salesforce’s Executive Vice President and General Manager for the Public Sector, Nasi Jazayeri, underscored the significance of harnessing trusted AI to enhance operational effectiveness, data management, and service delivery for government agencies, empowering employees to better serve constituents. Having previously provided tools for other FEDramp-compliant products – including Field Service and Security Center – Salesforce’s newest solution utilizes trusted conversational and generative AI (GenAI) to improve agent efficiency. The solution also promises public sector organizations the ability to swiftly generate case reports, record real-time call transcriptions, and document and format case interactions—all through a single unified solution. Another key aspect of the tool is the inclusion of Salesforce’s Data Cloud system, which allows users to consolidate data from various sources – including benefits, education, and healthcare – into a standardized data model. Public Sector Einstein 1 for Service also includes Data Cloud, which is designed to capture, connect, and harmonize an organization’s entire corpus of data into a common data model. This can be used to create unified constituent profiles that serve as a single source of truth for the organization, enabling the organization to personalize outreach and interactions. A new feature being offered is Interaction Notes for Public Sector, which allows caseworkers to take detailed notes of their meetings and conversations with constituents or other case participants, specify the confidentiality level of the notes, add action items or next steps, and then search for and filter summaries to find notes from previous interactions, all in one place. This feature takes a common practice deployed at many public sector agencies and helps to organize information that can often be lost when managed through manual processes. Of course this also brings in the Salesforce Vector Database. In doing so, public service organizations are able to create specific profiles for their constituents and personalize their customer service offerings accordingly. If you have contemplated adding Salesforce Nonprofit Cloud, check out this new offering from Tectonic – Salesforce Imploementation Solutions. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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May 1, 2024in Einstein 1 Platform, Salesforce, Salesforce Implementation Services, Salesforce Public Sector Solutions
Salesforce Einstein Summer 24 Release Notes
24Apr

Salesforce Einstein Summer 24 Release Notes

Supercharge your workforce efficiency with predictive and generative AI. Salesforce Einstein Summer 24 Release Notes. Rights of ALBERT EINSTEIN are used with permission of The Hebrew University of Jerusalem. Represented exclusively by Greenlight. CLOUD FEATURES RELEASE NOTE June ’24 Analytics Report Formula Generation Add Calculated Fields to Your Data Cloud Reports with Einstein Generative AI Field Service Pre-Work Brief Customize the Pre-Work Brief with Prompt Builder Flow Builder Einstein for Flow Let Einstein Build a Draft Flow for You Industries: Contracts Contracts AI Tailor Your Default and New Field Prompts for Effective Data Extraction Industries: Health Cloud Assessment Generation Automate Assessment Generation With Einstein Generative AI Industries: Net Zero Cloud ESG Reports Einstein for Net Zero Cloud Overall Salesforce Scheduler Generate Personalized Appointment Invitation Emails with Prompt Builder Sales Enablement, Relationship Selling, Sales Emails Einstein for Sales Sales Einstein Conversation Insights Einstein Conversation Insights Service Article Recommendations, Feedback Management, Work Summaries Einstein for Service Service Service Catalog Einstein for Service Catalog Einstein Features Salesforce Einstein Summer 24 Release Notes 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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April 24, 2024in Einstein 1 Platform, Einstein Insights, Generative AI, Salesforce, Salesforce Data Cloud, Salesforce Einstein
Summer 24 Salesforce Data Cloud Release Notes
24Apr

Summer 24 Salesforce Data Cloud Release Notes

Ingest, harmonize, unify, and analyze streaming and batch data with Data Cloud. Then use that data to unlock meaningful and intelligent experiences across Customer 360 applications and beyond. Summer 24 Salesforce Data Cloud Release Notes. 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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April 24, 2024in Einstein 1 Platform, Salesforce, Salesforce Data Cloud
What is Salesforce Einstein 1
09Apr

What is Salesforce Einstein 1?

The bold new future of enterprise AI requires a new type of platform. What is Salesforce Einstein 1? One platform that can handle terabytes of disconnected data, gives you the freedom to choose your AI models, and connects directly into the flow of work, all while maintaining customer trust. The Einstein 1 Platform unifies your data, AI, CRM, development, and security into a single, comprehensive platform. It empowers IT, admins, and developers with an extensible AI platform, facilitating fast development of generative apps and automation. What is Salesforce Einstein 1 Einstein 1 has a mixture of artificial intelligence tools on the platform, and it kind of mirrors the way the core Salesforce platform is built, standardized and custom. We have out of the box AI features such as sales email generation in Sales Cloud, and service replies in Service Cloud. What is Einstein One? Einstein One seamlessly integrates our robust data platform with Data Cloud, offering a comprehensive AI and data-driven solution within our CRM service. As the leading comprehensive AI for CRM, Salesforce Einstein transforms the Customer Success Platform by incorporating a suite of integrated AI technologies, making it more intelligent and accessible to innovators worldwide. Introducing the Einstein One Platform The future of enterprise AI demands a groundbreaking platform capable of managing terabytes of diverse data, providing the flexibility to select AI models, and seamlessly integrating into daily workflows while maintaining customer trust. The Einstein One Platform consolidates data, AI, CRM, development, and security into a singular, comprehensive platform. It empowers IT, administrators, and developers with an extensible AI platform, facilitating rapid development of generative apps and automation. Salesforce has made significant investments in enhancing the Einstein One platform by introducing two prompt engineering features – a testing center and prompt engineering suggestions, demonstrating the company’s commitment to advancing AI capabilities. Data-driven and AI-driven customer experiences are vital in constructing Data Cloud. Salesforce’s predictive AI, Einstein, has been operational since 2016, conducting over a trillion predictions per week. The company continuously evolves its capabilities, introducing generative AI products like Einstein GPT, discussed at Dreamforce [2023]. ‘Customer 360′ now represents Salesforce customers’ ability to transform into customer-centric entities, delivering integrated and cohesive experiences across sales, marketing, service, and commerce. Leveraging Data Cloud, structured and unstructured engagement data comes alive, offering a personalized perspective of customer interactions. Einstein is accessible through various Salesforce products, including Sales Cloud, Service Cloud, Marketing Cloud, Salesforce Platform, Analytics Cloud, and Community Cloud. What is the Einstein One platform? Salesforce’s Einstein One is a transformative platform that securely integrates data, connects multiple Salesforce products, and empowers customer-centric businesses to create AI-driven apps, revolutionizing CRM interactions. What applications are connected with the Einstein One platform? Einstein Trust Layer: Ensuring the security of generative AI applications within Salesforce, this application acts as a safeguard for data, preventing unauthorized access. Data Cloud: Unifying structured and unstructured data, Data Cloud completes the customer 360 profile, integrating seamlessly with the Einstein One platform and making data actionable. Einstein Copilot: A built-in conversational assistant, Einstein Copilot enables users to ask questions in Natural Language and receive intelligent answers, actions, and more. Copilot Studio: An essential component of Einstein One, Copilot Studio manages Einstein One and Einstein Copilot, allowing businesses to control user access and use generative AI in their workspace. Prompt Builder, Skill Builder, Model Builder: Tools within Copilot Studio, these components empower businesses to create trusted AI prompts, add skills to user access, and choose AI models. What is Data Cloud for Einstein One? Data Cloud, combined with the Einstein Trust Layer, provides secure access to a unified data repository, forming a reliable resource for complete customer profiles and supporting AI assistants. Data Cloud facilitates valuable visualizations through reports, dashboards, and tools like Tableau, offering insights to enhance understanding of customers and business operations. What will Einstein One do for businesses? Einstein One aims to: Increase productivity Reduce operational costs Enhance the delivery of exceptional customer experiences The debut of Einstein One marks a significant stride for Salesforce and businesses, offering a secure path to boost productivity through AI technologies, ensuring continuous access to cutting-edge technologies for businesses. Where can generative AI impact businesses today? Generative AI has the potential to impact businesses by enhancing repetitive processes, making them faster. Exploring text-based processes, such as repetitive emails or form filling, is a great starting point for businesses looking to enhance capabilities. What can generative AI do for sales, service, field service teams? Generative AI can positively impact teams by automating processes, offering intelligent insights, and improving overall efficiency. Specific use cases for generative AI in sales, service, and field service teams can be explored through Salesforce’s 101 video series. What does Einstein One Tableau do? Einstein One Data Cloud, formerly known as Genie, serves as a metadata management tool connecting data from various sources. It makes data usable for AI and analysis, integrating with Einstein One, Tableau, and Salesforce’s CRM applications. Is Salesforce Einstein the same as Tableau? Formerly known as Einstein Analytics, Tableau CRM is Salesforce’s premium analytic platform, offering a powerful way to explore data, especially for current Salesforce users. Salesforce has renamed Einstein Analytics to Tableau CRM, reflecting its commitment to empowering users to make better decisions faster. In essence, the Einstein One platform combines Salesforce Data Cloud, Einstein Copilot, and the Einstein Trust Layer, providing a comprehensive solution for secure and connected data, facilitating generative AI on a comprehensive platform. Salesforce’s Einstein One Platform & the Data-Driven Revolution This innovation has the potential to revolutionize the way businesses interact with their customers. In this insight, we delve deeper into this transformative development, offering valuable insights, considerations for implementation, and the indispensable expertise of Tectonic as a data-oriented technology partner. Salesforce Data Cloud and Einstein AI are now seamlessly integrated into the Einstein One Platform. This integration empowers companies to effortlessly connect their diverse data sources, enabling the creation of AI-driven applications with minimal coding effort. Moreover, it forges a cohesive view of your data across

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April 9, 2024in Einstein 1 Platform, Einstein Insights, Salesforce Data Cloud, Salesforce Sales Cloud
Einstein Copilot for Tableau in Public Beta
06Apr

Einstein Copilot for Tableau in Public Beta

Salesforce Introduces Einstein Copilot for Tableau in Public Beta In early April, Salesforce unveiled the public beta availability of Einstein Copilot for Tableau, an innovative AI-powered assistant aimed at assisting users across various roles and functions in exploring and interacting with data within Tableau. This groundbreaking tool enables deep dives into data by leveraging Tableau’s analytical engine through natural language queries, accessing data from spreadsheets, cloud and on-premises data warehouses, and Salesforce Data Cloud. The public release of Copilot for Tableau is anticipated to be widely available to customers by summer 2024. Key Features of Einstein Copilot for Tableau Einstein Copilot for Tableau offers several features tailored to enhance user experience and streamline data exploration: Recommended Questions: The assistant automatically analyzes data and suggests relevant questions, allowing users to interact with data effortlessly without the need for specialized data analysis skills. Conversational Data Exploration: Users can iterate and refine their data exploration process seamlessly while maintaining context, enabling them to ask follow-up questions and delve deeper into insights as if they were engaging in a conversation with their data. Guided Calculation Creation: Copilot guides users through the process of creating calculations and parsing information, simplifying complex tasks such as extracting specific data elements from text fields. Enhancing Accuracy and Trust To ensure accuracy and contextual relevance, Einstein Copilot for Tableau leverages trusted company data from Data Cloud, fostering trust among users by delivering precise and relevant outputs based on internal data sources. Future Outlook Salesforce’s approach to introducing generative AI assistants for specific product types and use cases underscores the importance of function-specific training to meet users’ specific needs. As the technology matures, vendors may transition from premium license fees to consumption-based models, reflecting the evolving landscape of AI assistant technology adoption. The rollout of Einstein Copilot for Tableau represents a significant step forward in making data analysis accessible to a broader audience, reinforcing Salesforce’s commitment to innovation and customer-centric solutions in the realm of AI-powered analytics. 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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April 6, 2024in Einstein 1 Platform, Salesforce, Salesforce Data Cloud, Salesforce Tableau
Build a Culture of Data
04Apr

Build a Culture of Data

What is a Data Culture? A Data Culture is the collective behaviors and beliefs of people who value, practice, and encourage the use of data to improve decision-making. As a result, data is woven into the operations, mindset, and identity of an organization. Why is a data culture important?  It enables more informed decision-making. With a data culture in place, decisions at all levels of the organization are based on data-driven insights rather than intuition or guesswork. This leads to more effective strategies and better outcomes. What is the difference in data culture and data strategy? Gartner defines data strategy as “a highly dynamic process employed to support the acquisition, organization, analysis, and delivery of data in support of business objectives.” In contrast, the culture around data comes together with data talent, data literacy, and data tools. Build a Culture of Data Building a data culture is crucial for companies to unlock valuable insights and make smarter, more strategic decisions. Here’s what leaders need to know to foster a data-driven environment: By following these steps and prioritizing the development of a data culture, leaders can empower their organizations to make informed decisions, drive growth, and stay ahead of the competition in today’s data-driven world. Data Maturity Understanding data maturity is crucial for organizations as it provides a framework for assessing their current state of data management and analytics capabilities. It serves as a tool to guide decision-making and prioritize initiatives aimed at advancing the organization’s data capabilities. By evaluating data maturity, organizations can identify gaps, set goals, and determine the necessary steps to progress along their data journey. Data maturity assessment typically involves evaluating various aspects of data management, including data governance, data quality, data infrastructure, analytics capabilities, and organizational culture around data. Based on the assessment, organizations can identify areas of strength and weakness and develop a roadmap for improvement. Furthermore, understanding data maturity enables organizations to track their progress over time. By periodically reassessing data maturity, organizations can measure how much they have advanced and identify areas that still require attention. This iterative process allows organizations to continuously improve their data capabilities and adapt to evolving business needs and technological advancements. In summary, understanding data maturity allows organizations to: 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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April 4, 2024in Einstein 1 Platform, Salesforce
Einstein Copilot - A Valued Team Member
27Mar

Einstein Copilot – A Valued Team Member

What Can Salesforce Einstein Copilot AI Really Do? Einstein Copilot – A Valued Team Member To find out, let’s virtually attend a live demo of the service March 2024. The short answer to the question is “whatever your business needs,” but with a common caveat in AI demos: beware of hallucinations. Keeping Data SafeLet’s rewind a bit. Back in September, Salesforce unveiled Einstein Copilot at Dreamforce, emphasizing customer data safety as a key selling point. Salesforce CEO Marc Benioff stated, “Your data isn’t our product.” Then, in February, the product entered public beta. Salesforce re-emphasized that the Einstein Trust Layer, designed to protect customer data, was a critical reason why customers could trust the responses and actions of Salesforce Einstein Copilot. At the demo safety was again a primary focus. Salesforce Product Management leads Gary Brandeleer and Jaswinder Rattanpal highlighted that Einstein is designed to differentiate between sensitive and non-sensitive data and to verify if the end-user has appropriate access rights for their query. These measures prevent leaks of confidential information and also minimize the impact of any potential “hallucinations” by compartmentalizing data. Rattanpal offered a word of caution: “While we have these amazing tools, be careful because we are not at a stage when they can be 100% trusted. Always have a human in the loop, especially when dealing with information that may become public.” Maximizing EfficiencySalesforce’s emphasis on data safety is wise, and its more than 150,000 customers worldwide will appreciate it. However, the real appeal of Einstein Copilot lies in the efficiency it offers. This efficiency stems from two key principles that drive Salesforce’s approach to AI. The first principle is that AI copilots fundamentally change how humans interact with software. Instead of navigating through clicks and menus, users can ask questions and receive answers directly, making software interaction more conversational. This shift can potentially transform software development and reduce the time required to complete tasks, particularly in sales, marketing, and customer service. Users can access Einstein across Salesforce’s interface. One click launches the assistant, which can execute tasks while the user attends to other duties. This reduces the time spent sifting through information to find answers. During the demo, Rattanpal showcased how Einstein could summarize an account’s financial history and populate different fields with data from a single prompt. Customization and AvailabilityThe second principle is the mix of customization and availability. Salesforce aims to allow users to deploy Einstein Copilot across any desired modules and to customize these deployments to suit each customer’s specific needs. Recognizing that its vast customer base has diverse requirements, Salesforce makes Einstein flexible yet grounded in a safety-first approach. Admins can customize Einstein using Copilot Builder, Prompt Builder, and Model Builder, each offering different levels of customization. Standard actions, like “write an email,” require minimal development, while custom actions typically involve more intricate setups. More Than a Copilot: A CoworkerThese capabilities often make Einstein feel more like a valued team member than a mere copilot. During the demo, Brandeleer showed how Einstein could determine whether a sales opportunity was worth pursuing—a subjective query that Einstein backed with a dozen data-driven reasons. This level of analysis, which would take a human hours or days to compile, underscores Einstein’s potential to exceed human efficiency and objectivity. When an AI can provide better answers to subjective questions than a human, it transcends being a simple tool. If it can effectively manage hallucinations, the question becomes: what can’t Einstein do? Salesforce Einstein Copilot stands out not only for its robust data safety measures but also for the significant efficiency and customization it offers. With its advanced capabilities, Einstein has the potential to revolutionize how businesses handle routine and complex tasks, making it an invaluable asset for any 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 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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March 27, 2024in Einstein 1 Platform, Salesforce

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