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Einstein Insights Archives - gettectonic.com

Digital Marketing for Casinos

Unveiling the Casino Experience: Harnessing the Power of Digital Marketing In the exciting world of casinos—where entertainment meets sophistication—the influence of digital marketing is undeniable. A strategic approach is packed with actionable insights designed to boost online presence, engage audiences, and drive sustained success. Discover how to craft compelling content, wield social media’s dynamic power, utilize a customer relationship platform, and optimize visibility to ensure your casino stands out in an increasingly competitive digital arena. Tectonic has a successful, winning track record in Salesforce implementation for casinos. Whether you’re promoting exclusive guest events, captivating diverse demographics, or showcasing the unique experience of your casino, this insight equips you to master the digital space with Salesforce. With these strategies, casinos can create a ever-growing online presence that not only strengthens bonds with existing patrons but also entices new guests. Generating New and Repeat Guest Traffic with Salesforce Key Takeaways Why Digital Marketing is a Critical Component for Casinos Digital marketing serves as a critical driver of customer engagement, loyalty, and revenue growth in the casino industry. Strategies such as SEO, email marketing, and social media engagement empower casinos to connect with target audiences and continuously refine their efforts to remain competitive. In today’s crowded and competitive gaming world, leveraging data-driven marketing offers the competitive edge needed to captivate and retain customers. Winning Strategies for Casino Marketing 1. Search Engine Optimization (SEO):Ensure your casino is easy to find with these tactics: 2. Pay-Per-Click Advertising (PPC):Drive traffic with targeted PPC campaigns by: 3. Social Media Marketing:Create buzz with engaging social media campaigns: 4. Email Marketing:Maintain direct communication with: 5. Salesforce 360 Degree Guest View:Maintain personalized communication with: Reaching the Right Audience with Precision Audience Segmentation:Segmenting your audience by behavior, demographics, and preferences ensures more effective marketing. Navigating Legal and Ethical Challenges in Casino Marketing Compliance is essential in maintaining trust and navigating complex regulations. Measuring Success: Metrics and Optimization Key Metrics to Monitor: Campaign Optimization: Addressing Industry Challenges with Marketing 1. Rising Competition:Stand out by delivering unmatched gaming experiences and innovative promotions. 2. High Player Churn:Combat churn with data-driven marketing and personalized offerings to boost player lifetime value. 3. ROI Challenges:Optimize your mix of games and services to balance player satisfaction and profitability. The Road Ahead: Commitment to Digital Transformation With the global online gaming market projected to grow at a significant pace, casinos must embrace a future grounded in digital and data-driven marketing. Investments in technology, analytics, and talent will be pivotal in securing long-term profitability and differentiation. In an industry where chance often rules, success lies in a deliberate, strategic approach to digital marketing. This insight equips you with the tools to not only compete but thrive in this dynamic landscape. Contact Tectonic today to explore Salesforce tools to better reach, engage, and serve your guests. 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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Power of Historical Data in AI Performance

Power of Historical Data in AI Performance

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

Agentforce Advances Copilot and Prompt Builder

Agentforce was the highlight of the week in San Francisco during Salesforce’s annual Dreamforce conference—and for good reason! Agentforce Advances Copilot and Prompt Builder and that is truly exciting. Agentforce represents a groundbreaking solution that promises to transform how individuals and organizations interact with their CRM. However, as with any major product announcement, it raises many questions. This was evident during Dreamforce, where admins and developers, eager to dive into Agentforce, had numerous queries. Here’s an in-depth look at what Agentforce is, how it operates, and how organizations can leverage it to automate processes and drive value today. Agentforce Advances Copilot and Prompt Builder Many Dreamforce attendees who anticipated hearing more about Einstein Copilot were surprised by the introduction of Agents just before the event. However, understanding the distinctions between the legacy Einstein Copilot and the new Agentforce is crucial. Agentforce Advances Copilot and Prompt Builder. Agentforce Agents are essentially a rebranding of Copilot Agents but with an essential enhancement: they expand the functionality of Copilot to create autonomous agents capable of tasks such as summarizing or generating content and taking specific actions. Here are some key changes in terminology: Just like Einstein Copilot, Agents use user input—an “utterance”—entered into the Agentforce chat interface. The agent translates this utterance into a series of actions based on configurable instructions, and then executes the plan, providing a response. Understanding Agents: Topics A key difference between Einstein Copilot and Agentforce is the addition of “Topics.” Topics allow for greater flexibility and support a broader range of actions. They organize tasks by business function, helping Agents first determine the appropriate topic and then identify the necessary actions. This topic layer reduces confusion and ensures the correct action is taken. With this structure, Agentforce can support many more custom actions compared to Copilot’s 15-20, significantly expanding capabilities. Understanding Agents: Actions Actions in Agentforce function similarly to those in Einstein Copilot. These are the tasks an agent executes once it has identified the right plan. Out-of-the-box actions are available right away, providing a quick win for organizations looking to implement standard actions like opportunity summarization or sales emails. For more customized use cases, organizations can create bespoke actions using Apex, Flows, Prompts, or Service Catalog items (currently in beta). Understanding Agents: Prompts Whenever an LLM is used, prompts are necessary to provide the right input. Thoughtfully engineered prompts are essential for getting accurate, useful responses from LLMs. This is a key part of leveraging Agent Actions effectively, ensuring better results, reducing errors, and driving productive agent behavior. Prompt Builder plays a crucial role, allowing users to build, test, and refine prompts for Agent Actions, creating a seamless experience between generative AI and Salesforce workflows. How Generative AI and Agentforce Enhance CRM GenAI tools like Agentforce offer exciting enhancements to Salesforce organizations in several ways: However, these benefits are realized only when CRM users adopt and adapt to AI-assisted workflows. Organizations must prioritize change management and training, as most users will need to adjust to this new AI-powered way of working. If your company has already embraced AI, then you are halfway there. If AI hasn’t been introduced to the workforce you need to get started yesterday. Getting Started with Agentforce With all the buzz around Dreamforce, it’s no surprise that many organizations are eager to start using Agentforce. Fortunately, there are immediate opportunities to leverage these tools. The recommended approach is to begin with standard Agent actions, testing out-of-the-box features like opportunity summarization or creating close plans. From there, organizations can make incremental tweaks to customize actions for their specific needs. We have all come to expect that just as quickly as we include agentic ai into our processes and flows, Salesforce will add additional features and capabilities. As teams become more familiar with developing and deploying Agent actions, more complex use cases will become manageable, transforming the traditional point-and-click Salesforce experience into a more intelligent, agent-driven platform. Already I find myself asking, “is this an agent person or an ai-agent”? The day is coming, no doubt, when the question will be reversed. Tectonic’s AI Experts Can Help Interested in learning more about Agentforce or need guidance on getting started? Tectonic specializes in AI and analytics solutions within CRM, helping organizations unlock significant productivity gains through AI-based tools that optimize business processes. We are excited to enable you to enable Agentforce to Advance Copilot and Prompt Builder By Tectonic’s Solutions Architect, Shannan Hearne 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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AI-Powered Field Service

AI-Powered Field Service

Salesforce has introduced new AI-powered field service capabilities designed to streamline operations for dispatchers, technicians, and field service leaders. Leveraging the Salesforce platform and Data Cloud, these innovations aim to expedite time-consuming processes and enhance customer satisfaction by making field service operations more proactive and efficient. Why it matters: Field service teams currently spend only 32% of their time interacting with customers, with the remaining 68% consumed by administrative tasks like manually entering case notes. With 78% of field service workers in AI-enabled organizations reporting that AI helps save time, Salesforce’s new tools address these inefficiencies head-on. Key AI-driven innovations for Field Service: Availability: Paul Whitelam, GM & SVP of Salesforce Field Service, notes, “The future of field service lies in the seamless integration of AI, data, and human expertise. Our new capabilities set new standards for efficiency and service delivery.” Rudi Khoury, Chief Digital Officer at Fisher & Paykel, adds, “With Salesforce Field Service, we’re not just embracing AI and data-driven insights — we’re advancing into the future of field service, achieving unprecedented efficiency and exceptional service.” 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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Pulse for Salesforce

Pulse for Salesforce

Salesforce Unveils Pulse for Salesforce: Integrating Tableau Analytics with CRM to Revolutionize Data-Driven Decision-Making In today’s data heavy business world, where data-driven decision-making is essential for success, the fusion of advanced analytics with customer relationship management (CRM) systems is more crucial than ever. Addressing this need, Salesforce has introduced Pulse for Salesforce, a groundbreaking tool that integrates Tableau’s powerful analytics directly into the Salesforce CRM environment. Meeting the Demand for Actionable Insights This launch aligns with a broader trend in the business intelligence (BI) market, where companies strive to make data analytics more accessible and actionable for non-technical users. Recent studies indicate that while 80% of business leaders view data as critical to decision-making, nearly one-third feel overwhelmed by the sheer volume of information available. Moreover, 91% of these leaders believe their organizations would significantly benefit from generative AI (Gen AI) technologies. Pulse for Salesforce marks a significant milestone in Salesforce’s ongoing strategy following its $15.7 billion acquisition of Tableau in 2019. Tableau, a leader in data visualization and BI since its founding in 2003, has been central to Salesforce’s mission of enhancing customer data management and analysis. The integration of Tableau’s capabilities within Salesforce’s CRM platform represents a major step forward in providing a comprehensive, data-driven solution. Ryan Aytay, President and CEO of Tableau, on the New Integration “Historically, sales leaders and teams have lacked personalized, accessible data insights in their daily flow of work, and analysts often spend considerable time on ad hoc requests and repetitive queries, slowing down decision-making and business growth,” says Ryan Aytay, CEO of Tableau. “By integrating Tableau Pulse’s AI-driven insights into Salesforce, we’re addressing these needs and enhancing data-driven decision-making to help businesses accelerate growth.” Boosting CRM Productivity with Salesforce’s AI Platform Pulse for Salesforce is built on Salesforce’s Einstein 1 AI Platform and leverages Gen AI to provide contextual metrics and insights directly within the Salesforce interface. This seamless integration streamlines decision-making for sales teams by reducing the need for manual data searches or reliance on analysts for ad-hoc queries. Key Features of Pulse for Salesforce Practical Applications and Data Security A practical application of Pulse for Salesforce is performance monitoring. Sales leaders can track team win rate trends directly from their homepage, quickly identifying areas or individuals needing additional support. Similarly, individual sales representatives can monitor their conversion rates and use natural language queries to analyze data by industry, potentially leading to more targeted sales efforts. The integration also addresses data security concerns, a critical issue in the age of AI-powered analytics. Pulse for Salesforce employs the Einstein Trust Layer, a secure AI architecture built into the Einstein 1 Platform, ensuring that customer data remains protected while benefiting from the advanced capabilities of generative AI. Collaboration Salesforce partnered with key industry players and partners to bring this innovative solution to market. With Pulse for Salesforce, organizations can now fully harness the power of integrated analytics and CRM to drive informed decision-making, enhance productivity, and ultimately accelerate business growth. 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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AI Trust and Optimism

AI Trust and Optimism

Building Trust in AI: A Complex Yet Essential Task The Importance of Trust in AI Trust in artificial intelligence (AI) is ultimately what will make or break the technology. AI Trust and Optimism. Amid the hype and excitement of the past 18 months, it’s widely recognized that human beings need to have faith in this new wave of automation. This trust ensures that AI systems do not overstep boundaries or undermine personal freedoms. However, building this trust is a complicated task, thankfully receiving increasing attention from responsible thought leaders in the field. The Challenge of Responsible AI Development There is a growing concern that in the AI arms race, some individuals and companies prioritize making their technology as advanced as possible without considering long-term human-centric issues or the present-day realities. This concern was highlighted when OpenAI CEO Sam Altman presented AI hallucinations as a feature, not a bug, at last year’s Dreamforce, shortly after Salesforce CEO Marc Benioff emphasized the vital nature of trust. Insights from Salesforce’s Global Study Salesforce recently released the results of a global study involving 6,000 knowledge workers from various companies. The study reveals that while respondents trust AI to manage 43% of their work tasks, they still prefer human intervention in areas such as training, onboarding, and data handling. A notable finding is the difference in trust levels between leaders and rank-and-file workers. Leaders trust AI to handle over half (51%) of their work, while other workers trust it with 40%. Furthermore, 63% of respondents believe human involvement is key to building their trust in AI, though a subset is already comfortable offloading certain tasks to autonomous AI. Specifically: The study predicts that within three years, 41% of global workers will trust AI to operate autonomously, a significant increase from the 10% who feel comfortable with this today. Ethical Considerations in AI Paula Goldman, Salesforce’s Chief Ethical and Humane Use Officer, is responsible for establishing guidelines and best practices for technology adoption. Her interpretation of the study findings indicates that while workers are excited about a future with autonomous AI and are beginning to transition to it, trust gaps still need to be bridged. Goldman notes that workers are currently comfortable with AI handling tasks like writing code, uncovering data insights, and building communications. However, they are less comfortable delegating tasks such as inclusivity, onboarding, training employees, and data security to AI. Salesforce advocates for a “human at the helm” approach to AI. Goldman explains that human oversight builds trust in AI, but the way this oversight is designed must evolve to keep pace with AI’s rapid development. The traditional “human in the loop” model, where humans review every AI-generated output, is no longer feasible even with today’s sophisticated AI systems. Goldman emphasizes the need for more sophisticated controls that allow humans to focus on high-risk, high-judgment decisions while delegating other tasks. These controls should provide a macro view of AI performance and the ability to inspect it, which is crucial. Education and Training Goldman also highlights the importance of educating those steering AI systems. Trust and adoption of technology require that people are enabled to use it successfully. This includes comprehensive knowledge and training to make the most of AI capabilities. Optimism Amidst Skepticism Despite widespread fears about AI, Goldman finds a considerable amount of optimism and curiosity among workers. The study reflects a recognition of AI’s transformative potential and its rapid improvement. However, it is essential to distinguish between genuine optimism and hype-driven enthusiasm. Salesforce’s Stance on AI and Trust Salesforce has taken a strong stance on trust in relation to AI, emphasizing the non-silver bullet nature of this technology. The company acknowledges the balance between enthusiasm and pragmatism that many executives experience. While there is optimism about trusting autonomous AI within three years, this prediction needs to be substantiated with real-world evidence. Some organizations are already leading in generative AI adoption, while many others express interest in exploring its potential in the future. Conclusion Overall, this study contributes significantly to the ongoing debate about AI’s future. The concept of “human at the helm” is compelling and highlights the importance of ethical considerations in the AI-enabled future. Goldman’s role in presenting this research underscores Salesforce’s commitment to responsible AI development. For more insights, check out her blog on the subject. 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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Einstein Generative AI Added to Service Cloud

Einstein Generative AI Added to Service Cloud

Salesforce to Enhance Service Cloud with New AI Tools and Broaden Automated Customer Conversations Salesforce is set to roll out more Einstein 1 generative AI tools for Service Cloud users in June and October. But the big news? More places to deploy automated customer conversations are on the way. Unified Conversations for WhatsApp and Line Yesterday, Salesforce unveiled Unified Conversations for WhatsApp. This feature automates bot responses to customer queries related to targeted marketing messages on the popular messaging app. And that’s not all—later this year, Salesforce plans to support Line, the widely used messaging app in Japan. These services leverage Salesforce’s Einstein 1 generative AI platform. The bots aggregate structured and unstructured CRM, product, service, and other data via Salesforce Data Cloud to generate personalized responses. The new features allow these conversations to be routed to the channels where a Salesforce user’s customers are most active online. Expanding Channel Support Salesforce also plans to introduce a “bring your own channel” connector to support digital channels not natively covered by the platform. Think TikTok, Discord, and South Korea’s KakaoTalk, said Ryan Nichols, chief product officer for Salesforce Service Cloud. “It’s about getting data from all your conversations with customers from Service Cloud into Data Cloud and using that to not just do a great job of delivering customer service, but actually growing your business,” Nichols explained. Conversation Mining and Revenue Opportunities Salesforce Einstein Conversation Mining, currently in beta, aggregates conversations across customer channels to surface insights on the topics where customers need help. The goal is to turn inbound customer service from a cost center into a revenue center—a dream that speakers and vendors at conferences like Dreamforce and ICMI have been floating for years. Traditionally, performance metrics such as time-to-answer and hold-time reduction have pushed agents to minimize call durations. However, the integration of generative AI could transform this dynamic. Constellation Research analyst Liz Miller, who has previously been skeptical, now sees generative AI as a potential game-changer. Armed with data, bots, and their copilot counterparts, agents could save time and access the right information to up-sell customers during service engagements. Nichols hinted that Salesforce is working on up-sell automation features for contact center service bots, which might be unveiled later this year. A Leap Forward for Contact Centers Copilot-type technologies for contact centers could be the breakthrough needed to enable human agents to generate revenue during service interactions. “Contact center leaders have been trying to etch out a space of strategic importance for themselves in the business that isn’t just ‘how do we get angry people off the phone?’” Miller said. Einstein Generative AI Added to Service Cloud Generative AI tools can eliminate the mundane, repetitive tasks that consume much of contact center agents’ time. Miller added, “If they no longer had to summarize the call, and they could actually go to the next call? [Generating revenue] sounds really big, and it sounds really ridiculous, but if we took all the garbage off of these people’s plates that no one wants to do, we give them an awful lot of time to actually be better mouthpieces for their organizations.” In short, Salesforce is gearing up to transform customer service into a more efficient, revenue-generating machine with a little help from generative AI. And who knows, maybe your next customer service bot will be better at upselling you than your favorite barista. 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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Summer 24 The AI Release

Summer 24 The AI Release

Salesforce Unveils Summer 2024 Release with Generative AI at the Forefront Salesforce has announced its Summer 2024 release, featuring generative AI (GenAI) as a key highlight. Set to be generally available on June 17, 2024, this release promises enhanced productivity and access to large language models (LLMs) on an open platform. Read on to see why we call Summer 24 the AI release. Key Features of the Summer 2024 Release 1. Bring Your Own LLM Expansion 2. Slack AI 3. Zero Copy Integration with Amazon Redshift 4. Vector Database 5. Data Cloud for Commerce 6. Digital Wallet Enhanced Security with Einstein Trust Layer The Einstein Trust Layer ensures enhanced protection for customer and company data, making the new features more secure. Upcoming Pre-Summer Releases In addition to the major features coming in June, Salesforce has already introduced several innovations: Unified Knowledge Solution Salesforce and Vonage Partnership Conclusion Salesforce’s Summer 2024 release is packed with generative AI enhancements, robust integrations, and new tools aimed at boosting productivity, security, and data insights. With features gradually rolling out and pre-summer innovations already available, Salesforce continues to lead in delivering cutting-edge AI solutions to its users. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Summer 24 Sales Release Notes

Salesforce Summer 24 Sales Release Notes

Changes are afoot for Salesforce Sales Cloud. Salesforce Summer 24 Sales Release Notes. Salesforce Summer 24 Sales Release Notes 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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Salesforce Einstein Summer 24 Release Notes

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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Einstein Prediction Builder

Einstein Prediction Builder

Einstein Prediction Builder, a sophisticated yet user-friendly tool from Salesforce Einstein, empowers users to generate predictions effortlessly, without requiring machine learning expertise or coding skills. This capability enables businesses to augment their operations with foresight-driven insights. As of the Spring ’20 release, all Enterprise Edition and above orgs can build one free prediction with Einstein Prediction Builder. Consider the potential business outcomes unlocked by leveraging Einstein Prediction Builder. Let’s delve into a hypothetical scenario: Meet Mr. Claus, the owner of ‘North Claus,’ a business that began as a modest family venture but gradually expanded its footprint. As ‘North Claus’ burgeoned across 10 countries, Mr. Claus recognized the need for Business Intelligence (BI) to navigate market dynamics effectively. BI entails gathering insights to forecast and comprehend market shifts—an imperative echoed by Jack Ma’s famous adage, “Adopt and change before any major trends and changes.” Intrigued by the prospect of BI, especially amidst the disruptive backdrop of Covid-19, Mr. Claus embarked on a journey to implement it in his company. The Formation of Business Intelligence: In today’s digital landscape, businesses amass vast amounts of data from diverse sources such as sales, customer interactions, and website traffic. This data serves as the bedrock for deriving actionable insights, enabling organizations to formulate forward-looking strategies. However, developing robust BI capabilities poses several challenges: Mr. Claus grappled with these challenges as he endeavored to develop BI independently. Recognizing the complexity involved, he turned to Salesforce, particularly intrigued by Einstein Prediction Builder. Einstein Prediction Builder Trailhead Understanding Einstein Prediction Builder: Einstein Prediction Builder, available in various Salesforce editions, leverages checkbox and formula fields to generate predictions. Before utilizing Prediction Builder, certain prerequisites must be met: Creating Einstein Predictions: To initiate the creation of Einstein Predictions, users navigate to Setup and access the Einstein Prediction Builder. The guided Setup simplifies the process, guiding users through relevant data inputs at each step. Once configured, predictions can be enabled, disabled, or cloned as needed. Key Features and Applications: Einstein Predictions integrate seamlessly with Salesforce Lightning, providing predictive insights directly on record pages. These predictions offer invaluable guidance on various aspects, such as sales opportunities and payment delays. Additionally, Prediction Builder facilitates packaging of predictions for seamless deployment across orgs and supports integration with external platforms like Tableau. Prediction Builder equips businesses with the intelligence needed to anticipate market trends, optimize workflows, and enhance customer interactions. As Mr. Claus discovered, embracing predictive analytics can revolutionize decision-making and drive sustainable growth. 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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Sales Cloud Einstein

Manage Sales Cloud Users Access to Einstein Features

In order to Manage Sales Cloud Users Access to Einstein Features, follow these steps. Duplicate the Sales Cloud Einstein For Everyone permission set, activate the permission, and allocate it to users. Navigate to Setup and enter “Permission Sets” in the Quick Find. Then, choose Permission Sets. Locate and click on the Sales Cloud Einstein For Everyone permission set. Click on “Manage Assignments.” Sales Cloud Einstein Features Einstein performs the tasks of cleansing, unifying, and updating activity data across Salesforce, email, and the calendar. This functionality enables Einstein to automatically search for contacts and opportunities by analyzing information related to emails and events. What’s covered in Sales Cloud Einstein? Sales Cloud Einstein functions as an in-house data science department, learning from your sales team‘s activities and CRM data. It assists in identifying top leads, streamlining opportunity conversions, and facilitating customer retention. Sales Cloud Einstein also encompasses the Sales Analytics app and Inbox. How can users be added to Einstein Activity Capture? In Setup, search for “Permission Sets” in the Quick Find. Then, select Permission Sets. Click on the Standard Einstein Activity Capture permission set. Use “Manage Assignments” to assign the permission set to a maximum of 100 users. What advantages does Einstein Sales Cloud offer? In Sales Cloud, Einstein AI optimizes daily business processes, leading to significant profit rate increases by understanding both current and potential customers. Salesforce provides valuable data sources for Einstein, including access to emails, calendars, tweets, and, importantly, customer data. How do I deactivate Einstein Activity Capture for a user? Utilize the Quick Find search bar on the left-hand side and search for “Einstein Activity Capture.” Under the Einstein Activity Capture section in the search results, select “Settings.” Turn off the Einstein Activity Capture settings and press Save to confirm the change. Is Sales Cloud Einstein a part of Sales Cloud? Salesforce Einstein is the world’s first “generative AI” designed for CRM. It seamlessly integrates into various Salesforce products within the Customer 360 portfolio, including Marketing Cloud and Sales Cloud. 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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Predictive Lead Scoring

Predictive Lead Scoring

Traditional lead scoring relies on predefined criteria and subjective assumptions, whereas predictive lead scoring (PLS) harnesses machine learning algorithms to analyze extensive data and identify key predictors of lead quality. Traditional lead scoring only learns from data if you revise your scoring methodology for it. Predictive lead scoring constantly reworks the machine learning model based on more and newer data. Traditional lead scoring can be impacted by human error and bias. PLS analyzes from historical data eliminating bias and error. PLS employs a machine learning model to assign scores to open leads based on historical data, enabling sales teams to prioritize effectively and improve lead qualification rates while reducing the time spent on lead qualification. Discover how AI can elevate PLS to new heights and transform various organizational functions amidst shrinking budgets and heightened performance expectations across sales and marketing teams. Key Benefits of Predictive Lead Scoring: PLS leverages data science and machine learning to analyze and predict future outcomes based on historical and current data, guiding businesses in identifying high-potential leads and optimizing resource allocation. Implementing Predictive Lead Scoring: AI CRM and PLS: AI-enabled CRM platforms like Salesforce’s Einstein Lead Scoring automate lead scoring processes, leveraging extensive data to predict lead quality and prioritize effectively for sales and marketing teams. Benefits of Predictive Lead Scoring: AI and Machine Learning in Lead Scoring: AI and machine learning enhance lead scoring by analyzing vast data sets, identifying patterns, and predicting behaviors for more accurate lead qualification and prioritization. A data-driven enterprise is a smarter enterprise acting on data and insights. Salesforce’s Intelligent Lead Scoring: Salesforce’s Einstein Lead Scoring automates lead scoring processes within Sales Cloud and Marketing Cloud, providing tailored metrics and insights for informed decision-making. Generative AI and Predictive Lead Scoring: Generative AI streamlines processes like email personalization and content creation, enhancing marketing effectiveness and productivity. Good PLS with AI and machine learning transforms lead management by leveraging data insights for efficient and accurate lead qualification, ultimately driving improved sales and marketing performance. 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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