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Gen AI Unleased With Vector Database
09Jun

Gen AI Unleased With Vector Database

Salesforce Unveils Data Cloud Vector Database with GenAI Integration Salesforce has officially launched its Data Cloud Vector Database, leveraging GenAI to rapidly process a company’s vast collection of PDFs, emails, transcripts, online reviews, and other unstructured data. Gen AI Unleased With Vector Database. Rahul Auradkar, Executive Vice President and General Manager of Salesforce Unified Data Services and Einstein Units, highlighted the efficiency gains in a one-on-one briefing with InformationWeek. Auradkar demonstrated the new capabilities through a live demo, showcasing the potential of the Data Cloud Vector Database. Enhanced Efficiency and Data Utilization The new Data Cloud integrates with the Einstein 1 platform, combining unstructured and structured data for rapid analysis by sales, marketing, and customer service teams. This integration significantly enhances the accuracy of Einstein Copilot, Salesforce’s enterprise conversational AI assistant. Gen AI Unleased With Vector Database Auradkar demonstrated how a customer service query could retrieve multiple relevant results within seconds. This process, which typically takes hours of manual effort, now leverages unstructured data, which makes up 90% of customer data, to deliver swift and accurate results. “This advancement allows our customers to harness the full potential of 90% of their enterprise data—unstructured data that has been underutilized or siloed—to drive use cases, AI, automation, and analytics experiences across both structured and unstructured data,” Auradkar explained. Comprehensive Data Management Using Salesforce’s Einstein 1 platform, Data Cloud enables users to ingest, store, unify, index, and perform semantic queries on unstructured data across all applications. This data encompasses diverse unstructured content from websites, social media platforms, and other sources, resulting in more accurate outcomes and insights. Auradkar emphasized, “This represents an order of magnitude improvement in productivity and customer satisfaction. For instance, a large shipping company with thousands of customer cases can now categorize and access necessary information far more efficiently.” Additional Announcements Salesforce also introduced several new AI and Data Cloud features: Auradkar noted that these innovations enhance Salesforce’s competitive edge by prioritizing flexibility and enabling customers to take control of their data. “We’ll continue on this journey,” Auradkar said. “Our future investments will focus on how this product evolves and scales. We’re building significant flexibility for our customers to use any model they choose, including any large language model.” For more insights and updates, visit Salesforce’s official announcements and stay tuned for further developments. 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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June 9, 2024in Einstein 1 Platform, Hyperforce, Salesforce, Salesforce Einstein
Data Cloud Vector Database and Hyperforce
07Jun

Data Cloud Vector Database and Hyperforce

Salesforce World Tour Highlights: Data Cloud Vector Database and Hyperforce At the Salesforce World Tour on June 6, 2024, at the Excel Centre in east London, the focus was on advancements in the Data Cloud and Slack platforms. The event, sponsored by AWS, Cognizant, Deloitte, and PWC, showcased significant innovations, particularly for GenAI enthusiasts. Data Cloud Vector Database and Hyperforce. Vector Database in Data Cloud A key highlight was the announcement of the general availability of a Vector Database capability within the Data Cloud, integrated into the Einstein 1 Platform. This capability enhances Salesforce’s CRM platform, Customer 360, by combining structured and unstructured data about end-users. The Vector Database collects, ingests, and unifies data, allowing enterprises to deploy GenAI across all applications without needing to fine-tune an off-the-shelf large language model (LLM). Addressing Data Fragmentation Salesforce reports that approximately 80% of customer data is dispersed across various corporate departments in an unstructured format, trapped in PDFs, emails, chat conversations, and transcripts. The Vector Database unifies this fragmented data, creating a comprehensive profile of the customer journey. This unified approach not only improves customer engagement but also enhances organizational agility. By consolidating data from all corporate silos, companies can quickly and efficiently address issues such as product recalls and returns. Hyperforce: Enhancing Data Residency and Compliance During the keynote, Salesforce emphasized the importance of personalization in customer engagement and the benefits of deploying GenAI in customer-facing sectors. The event highlighted the need to overcome the fear and mistrust of GenAI and showcased how enterprises can enhance employee productivity through upskilling in GenAI technologies. One notable announcement was the general availability of Hyperforce, a solution designed to address data residency issues by integrating all Salesforce applications under the same compliance, security, privacy, and scalability standards. Built for the public cloud and composed of code rather than hardware, Hyperforce ensures safe delivery of applications worldwide, offering a common layer for deploying all application stacks and handling data compliance in a fragmented technology landscape. Salesforce AI Center The Salesforce AI Center was also introduced at the event. The first of its kind, located in the Blue Fin Building near Blackfriars, London, this center will support AI experts, Salesforce partners, and customers, facilitating training and upskilling programs. Set to open on June 18, 2024, the center aims to upskill 100,000 developers worldwide and is part of Salesforce’s $4 billion investment in the UK and Ireland. Industry Reactions and Future Prospects GlobalData senior analyst Beatriz Valle commented on Salesforce’s continued integration of GenAI across its portfolio, including platforms like Tableau, Einstein for analytics, and Slack for collaboration. According to Salesforce, the Data Cloud tool leverages all metadata in the Einstein 1 Platform, connecting unstructured and structured data, reducing the need for fine-tuning LLMs, and enhancing the accuracy of results delivered by Einstein Copilot, Salesforce’s conversational AI assistant. Vector databases, while not new, have gained prominence due to the GenAI revolution. They power the retrieval-augmented generation (RAG) technique, linking proprietary data with large language models like OpenAI’s GPT-4, enabling enterprises to generate more accurate results. Competitors such as Oracle, Amazon, Microsoft, and Google also offer vector databases, but Salesforce’s early investments in GenAI are proving fruitful with the launch of the Data Cloud Vector Database. Data Cloud Vector Database and Hyperforce Salesforce’s AI-powered integration solutions, highlighted during the World Tour, underscore the company’s commitment to advancing digital transformation. By leveraging GenAI and innovative tools like the Vector Database and Hyperforce, Salesforce is enabling enterprises to overcome the challenges of data fragmentation and compliance, paving the way for a more agile and competitive digital future. 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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June 7, 2024in Einstein 1 Platform, Hyperforce, Salesforce, Salesforce Data Cloud
Consumer Chatbot Technology
07Jun

Consumer Chatbot Technology

The Reality Behind AI Chatbots and the Path to Autonomous AI In the rush to adopt the latest Consumer Chatbot Technology, it’s easy to overlook a fundamental reality: consumer chatbot technology isn’t ready for enterprise use—and it likely never will be. The reason is simple: AI assistants are only as effective as the data that powers them. Most large language models (LLMs) are trained on data from public websites, which lack the specific business and customer data that enterprises need. This means consumer bots can’t adequately assist employees in selling products, marketing merchandise, or improving productivity, as they lack the necessary personalization and business context. To achieve the vision of AI that goes beyond simple chatbots performing basic tasks—like drafting emails, essays, blogs, or graphics—to a more advanced role where AI acts autonomously and addresses business-critical needs, a different approach is needed. This vision involves AI taking action with minimal human intervention, using digital agents to identify and respond to these needs. At Salesforce, we are pursuing a clear path to AI that not only takes action but also automates routine tasks, all while adhering to established business rules, permissions, and context. Instead of relying solely on LLMs, which primarily focus on generating human-like text, future AI assistants will depend on large action models (LAMs) that integrate decision-making and action-taking capabilities. The Journey Toward AI Autonomy Our journey towards this vision began with the Salesforce Data Cloud, a robust data engine built on the Einstein 1 Platform. This platform integrates data from across the enterprise and third-party repositories, enabling companies to activate their data, automate workflows, personalize customer interactions, and develop smarter AI solutions. Recognizing the shift from generative AI to autonomous AI, Salesforce introduced Einstein Copilot, the industry’s first conversational, enterprise-class AI assistant. Integrated across the Salesforce ecosystem, Einstein Copilot utilizes an organization’s data, whether it’s behind a firewall or in an external data lake, to act as a reasoning engine. It interprets user intents, interacts with the most suitable AI model, solves problems, generates relevant content, and provides decision-making support. Expanding the Role of AI in Business Since its launch in February 2024, Salesforce has been expanding Einstein Copilot’s library of actions to meet specific business needs in sales, service, marketing, data analysis, and industries like ecommerce, financial services, healthcare, and education. These “actions” are akin to LEGO blocks—discrete tasks that can be assembled to achieve desired project outcomes. For example, a sales representative might use Einstein Copilot to generate a personalized close plan, gain insights into why a deal may not close, or review whether pricing was discussed in a recent call. Einstein Copilot then orchestrates these tasks, provides recommendations, and compiles everything into a detailed report. The ultimate goal is for AI not only to gather and organize information but also to take proactive action. Imagine a sales representative instructing their digital agent to set up meetings with top prospects in a specific territory. The AI could not only identify suitable contacts but also suggest meeting times, plan travel schedules, draft emails, and even create talking points—all of which it could execute autonomously with the representative’s approval. Tectonic dreams of the day AI is smart enough to interpret our search engine typos and produce the results for what we were actually looking for! The Future of AI Autonomy The possibilities for semi-autonomous or fully autonomous AI are vast. As we continue to develop and refine these technologies, the potential for AI to transform business processes and decision-making becomes increasingly tangible. At Salesforce, they are committed to leading this charge, ensuring that our AI solutions not only meet but exceed the expectations of enterprises worldwide. Salesforce is in a strong position to deliver on all of them because of the volume and breadth of data housed in Data Cloud, the heavy workflow traffic in our Customer 360 CRM, and the fact we’ve delivered an enterprise-class copilot that is rapidly expanding its library of actions. It will not happen overnight. The technology needs to advance, organizations and people have to be able to trust AI and be trained to use it in the right ways, and more work will need to be done to ensure the right balance between human involvement and AI autonomy. But with our continued investment in CRM, data, and trusted AI, we will achieve that vision before too long. Salesforce is in a strong position to deliver on all of them because of the volume and breadth of data housed in Data Cloud, the heavy workflow traffic in our Customer 360 CRM, and the fact we’ve delivered an enterprise-class copilot that is rapidly expanding its library of actions. Jayesh Govindarajan, Senior Vice President, Salesforce AI 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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June 7, 2024in Einstein 1 Platform, Generative AI, Salesforce Data Cloud
Trust Einstein Copilot for Tableau
04Jun

Trust Einstein Copilot for Tableau

Are you prepared to utilize the capabilities of Einstein Copilot to expand your organization’s analytical advantages? This robust tool facilitates data exploration, insights generation, and visualization development at an unprecedented pace. However, before immersing yourself in its capabilities, it’s crucial to grasp how Einstein Copilot upholds Tableau and Salesforce’s core value: Trust. Let’s discover how the Einstein Trust Layer safeguards your data, ensures result accuracy, and facilitates auditing, addressing common questions and concerns raised by our customers.Trust Einstein Copilot for Tableau. What is Einstein Copilot for Tableau? Using generative AI and statistical analysis, Einstein Copilot for Tableau is able to understand the context of your data to create and suggest relevant business questions to help kickstart your analysis. A smart, conversational assistant for Tableau users, Einstein Copilot for Tableau automates data curation—the organization and integration of data collected from various sources—by generating calculations and metadata descriptions. Einstein Copilot for Tableau can fill data gaps and enhance analysis by creating synthetic datasets where real data is limited. Einstein Copilot helps you anticipate outcomes with predictive analytics that simulate diverse scenarios and uncover hidden correlations. Additionally, generative models can increase data privacy by producing non-traceable data for analysis.  Fulfilling the promise of generative AI, Einstein Copilot for Tableau presents an efficient, insightful, and ethical approach to data analytics. Think of it as an intelligent assistant integrated into the Tableau suite of products to make everyone successful in their analysis workflow—whether they’re an experienced data analyst or a data explorer. As your intelligent analytics AI assistant, Einstein Copilot for Tableau guides you through the process of creating data visualizations in Tableau by assisting you with recommended questions, conversational data exploration, guided calculation creation, and more. Understanding the Einstein Trust Layer The Einstein Trust Layer constitutes a secure AI architecture embedded within the Salesforce platform. Comprising agreements, security technology, and data privacy controls, it ensures the safety of your data while exploring generative AI solutions. Built upon the Einstein Trust Layer, Einstein Copilot for Tableau and other Tableau AI features inherit its security, governance, and Trust capabilities. The Einstein Trust Layer is a secure AI architecture, built into the Salesforce platform. It is a set of agreements, security technology, and data and privacy controls used to keep your company safe while you explore generative AI solutions. Tableau has been on the journey to help people see and understand their data for over two decades. Thanks to data analysts, this mission has been a success and will continue to be a success. Data analysts are the backbone of organizations that champion data culture, capture business requirements, prep data, and create data content for end users. Data Access and Privacy Who Accesses Your Data? A primary concern among our customers revolves around data access. Rest assured, the Einstein Trust Layer enforces strict policies to safeguard your organization’s data. Third-party LLM providers, including Open AI and Azure Open AI, adhere to a zero data retention policy. This means that data sent to LLMs isn’t stored; once processed, both the prompt and response are promptly forgotten. Additionally, each Einstein Copilot for Tableau customer receives their own Data Cloud instance, securely storing prompts and responses for auditing purposes. Data Residency and Access Control Einstein Copilot for Tableau respects permissions, row-level security, and data policies within Tableau Cloud, ensuring that only authorized personnel within your organization access specific data. Whether using Einstein Copilot or not, data access is restricted based on organizational roles and permissions. Data Handling and Processing Data Sent Outside of Tableau Cloud Site Einstein Copilot for Tableau operates within the confines of your Tableau site, scanning connected data sources to create a summary context. This summarized data is sent to third-party LLM providers for vectorization, enabling accurate interpretation of user queries. Importantly, the zero data retention policy ensures that summarized data is forgotten post-vectorization. Personally Identifiable Information (PII) Data To enhance data privacy, Einstein Copilot for Tableau employs data masking for PII data. This technique replaces sensitive information with placeholder text, ensuring privacy without sacrificing context. While our detection models strive for accuracy, continuous evaluation and refinement are paramount to maintain trust. Result Trustworthiness Ensuring Safe and Accurate Results Einstein Copilot for Tableau employs Toxicity Confidence Scoring to identify harmful inputs and responses. By combining rule-based filters and AI models, potentially harmful content is filtered and flagged for review. Furthermore, accuracy benchmarks ensure that generated results align closely with human-authored ones, bolstering trust in the platform. Future Trust Enhancements Trust remains an ongoing focus for our teams. Initiatives such as a BYO LLM solution and improved disambiguation capabilities are underway to further enhance trustworthiness. Continuous feedback, testing, and iteration drive our efforts to maintain your trust in Einstein Copilot for Tableau and the Einstein Trust Layer. Data analysis and data-driven decision-making have been part of the vocabulary in organizations over the years. And, while data analysis is one of the most in-demand tech skills sought by employers today, not everyone in an organization has “analyst” in their job title—myself included. Yet, so many of us use data daily to make informed decisions. The rise of generative AI presents a significant opportunity for us to bring transformative benefits to analytics. Businesses are eager to embrace generative AI because it can help save time, provide faster insights, and empower analysts to be even more productive with an AI assistant—freeing analysts to focus on delivering high-quality, data-driven insights. Is Tableau replacing Einstein analytics? Einstein Analytics has a new name. Say hello to Tableau CRM. Everything about how it works stays the same, just with that snazzy new name. When Tableau joined the Salesforce family, we brought together analytics capabilities of incredible depth and power. What is the difference between Einstein analytics and Tableau? If you’re only planning on analyzing Salesforce data, Einstein Analytics would probably make the most sense for you. However, if you need to analyze information that is coming from all over the place, Tableau will give your users more options. Tableau GPT infuses automation in every part of analytics – from preparation to communicating

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June 4, 2024in Einstein 1 Platform, Salesforce Tableau
Einstein Personalization and Copilots
30May

Einstein Personalization and Copilots

Salesforce launched a suite of new generative AI products at Connections in Chicago, including new Einstein Copilots for marketers and merchants, and Einstein Personalization. Einstein Personalization and Copilots To gain insights into these products and Salesforce’s evolving architecture, Bobby Jania, CMO of Marketing Cloud was interviewed. Salesforce’s Evolving Architecture Salesforce has a knack for introducing new names for its platforms and products, sometimes causing confusion about whether something is entirely new or simply rebranded. Reporters sought clarification on the Einstein 1 platform and its relationship to Salesforce Data Cloud. “Data Cloud is built on the Einstein 1 platform,” Jania explained. “Einstein 1 encompasses the entire Salesforce platform, including products like Sales Cloud and Service Cloud, continuing the original multi-tenant cloud concept.” Data Cloud, developed natively on Einstein 1, was the first product built on Hyperforce, Salesforce’s new cloud infrastructure. “From the start, Data Cloud has been able to connect to and read anything within Sales Cloud, Service Cloud, etc. Additionally, it can now handle both structured and unstructured data.” This marks significant progress from a few years ago when Salesforce’s platform comprised various acquisitions (like ExactTarget) that didn’t seamlessly integrate. Previously, data had to be moved between products, often resulting in duplicates. Now, Data Cloud serves as the central repository, with applications like Tableau, Commerce Cloud, Service Cloud, and Marketing Cloud all accessing the same operational customer profile without duplicating data. Salesforce customers can also import their own datasets into Data Cloud. “We wanted a federated data model,” Jania said. “If you’re using Snowflake, for example, we virtually sit on your data lake, providing value by forming comprehensive operational customer profiles.” Understanding Einstein Copilot “Copilot means having an assistant within the tool you’re using, contextually aware of your tasks and assisting you at every step,” Jania said. For marketers, this could start with a campaign brief created with Copilot’s help, identifying an audience, and developing content. “Einstein Studio is exciting because customers can create actions for Copilot that we hadn’t even envisioned.” Contrary to previous reports, there is only one Copilot, Einstein Copilot, with various use cases like marketing, merchants, and shoppers. “We use these names for clarity, but there’s just one Copilot. You can build your own use cases in addition to the ones we provide.” Marketers will need time to adapt to Copilot. “Adoption takes time,” Jania acknowledged. “This Connections event offers extensive hands-on training to help people use Data Cloud and these tools, beyond just demonstrations.” What’s New with Einstein Personalization Einstein Personalization is a real-time decision engine designed to choose the next best action or offer for customers. “What’s new is that it now runs natively on Data Cloud,” Jania explained. While many decision engines require a separate dataset, Einstein Personalization evaluates a customer holistically and recommends actions directly within Service Cloud, Sales Cloud, or Marketing Cloud. Ensuring Trust Connections presentations emphasized that while public LLMs like ChatGPT can be applied to customer data, none of this data is retained by the LLMs. This isn’t just a matter of agreements; it involves the Einstein Trust Layer. “All data passing through an LLM runs through our gateway. Personally identifiable information, such as credit card numbers or email addresses, is stripped out. The LLMs do not store the output; Salesforce retains it for auditing. Any output that returns through our gateway is logged, checked for toxicity, and only then is PII reinserted into the response. These measures ensure data safety beyond mere handshakes,” Jania said. 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 30, 2024in Einstein 1 Platform, Generative AI, Hyperforce, Salesforce, Salesforce Data Cloud, Salesforce Einstein, Snowflake
Growing Family of Einstein Copilots
27May

Growing Family of Einstein Copilots

Salesforce made several announcements this month, regarding the Growing Family of Einstein Copilots. By unveiling AI-powered Einstein Copilots for marketing and merchants. These new Copilots build on the previously announced Copilots for retailers and shoppers and are integrated into the Einstein 1 platform. They can communicate with each other, effectively bridging marketing and commerce, and have full access to Salesforce Data Cloud. “Welcome to the AI enterprise,” said Ariel Kelman, Salesforce President and CMO, during his keynote at Salesforce Connections in Chicago. Kelman outlined four waves of AI: Predictive (e.g., lead scoring), Generative, Autonomous, and AI General Intelligence. “We are starting to enter the third wave,” he stated, where AI will begin to take actions independently. Copilots are a step in that direction, although for now, a human remains in control. The Path to the AI Enterprise Kelman described five steps towards creating an AI enterprise: Regarding the last point, new Slack AI tools were demonstrated for summarizing interactions and importing actionable data from Data Cloud into Slack. The strategy for Einstein Copilots aims to empower business users in marketing, commerce, and other functions to execute complex tasks, such as creating personalized customer journeys, using natural language prompts. Einstein Copilots for Marketing and Merchants The marketing Copilot can generate marketing briefs and content, and create email campaigns. Through Data Cloud, it can ingest and execute a brand’s datasets, including customer data from repositories like AWS, Snowflake, and Databricks. By automating routine tasks and time-consuming projects like data connection and analysis, the Copilot aims to free up marketers to engage more thoughtfully with their audiences. The commerce Copilot, part of Salesforce’s commerce offerings, responds to natural language prompts to create online storefronts, improve product discoverability, write product descriptions, and make product recommendations. Other Announcements Availability 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 27, 2024in Einstein 1 Platform
AI Powered Education Cloud
25May

AI Powered Education Cloud

Salesforce Unveils New AI-Powered Features for Education Cloud Salesforce recently announced a suite of new features for its Education Cloud platform designed to simplify tasks for educators and students. AI Powered Education Cloud is here. These features range from student-focused tools, such as helping students stay on track with their degree requirements, to admin-focused capabilities like standardizing an institution’s entire student data corpus. New AI Capabilities Available in June Features Coming in October Enhancing Education with AI Salesforce positions these new features as tools to alleviate teacher burnout and enhance student career prospects. “With industry-specific AI and data tools, Education Cloud will help K-12 and higher ed institutions provide more individualized support for every student while increasing efficiency and helping to reduce staff burnout,” said Salesforce Vice President Bala Subramanian in a prepared statement. “This will free educators and staff to focus on improving student outcomes like career readiness, well-being, and graduation rates.” 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 25, 2024in Einstein 1 Platform, Salesforce, Salesforce Education Cloud, Salesforce Education Solutions
IBM Salesforce AI Partnership
25May

IBM Salesforce AI Partnership

IBM and Salesforce Expand Partnership to Advance Open, Trusted AI and Data Ecosystems PR Newswire-IBM Salesforce AI Partnership ARMONK, N.Y. and SAN FRANCISCO, May 21, 2024 – IBM (NYSE: IBM) and Salesforce (NYSE: CRM) today announced an expanded strategic partnership designed to bring together IBM’s watsonx AI and Data Platform with the Salesforce Einstein 1 Platform. This collaboration aims to provide greater customer choice and flexibility in AI and data deployment, empowering teams to make data-driven decisions seamlessly. Key Highlights of the Expanded Partnership: 1. Enhanced Large Language Models for Generative AI: The IBM watsonx platform and IBM Granite series models will introduce more large language models (LLMs) to support generative AI use cases across the Salesforce Einstein 1 Platform. This integration will provide pre-built actions and prompts, enhancing AI capabilities for CRM solutions. 2. Zero Copy Data Integration: IBM joins the Salesforce Zero Copy Partner Network to enable secure, zero-copy data integration between IBM watsonx and Salesforce Data Cloud. This integration offers customers a cost-effective way to connect and leverage their data without the need to move it, ensuring seamless data access and actionability. 3. Commitment to Responsible AI: Salesforce has joined the AI Alliance, reinforcing its commitment to developing open, safe, and responsible AI. This collaboration aims to foster transparency and ethics in AI development, aligning with the AI Alliance’s mission to advance beneficial AI innovation. Integration Details: Large Language Model Flexibility: Organizations can deploy generative AI for CRM use cases with LLMs tailored to their business needs. Salesforce’s “Bring Your Own Large Language Model” strategy allows customers to integrate their LLMs with the watsonx.ai platform and Salesforce Einstein 1 Studio. This will provide access to IBM’s Granite series AI models and custom LLMs built on watsonx, enhancing AI-driven customer interactions. Industry-Specific Solutions: Together with IBM Consulting, Salesforce will offer industry-specific prompt templates and copilot actions in Einstein 1 Studio, starting with public sector use cases. These templates are designed to optimize both foundation and Granite models for various industries, including automotive, energy, financial services, and public sector. Bidirectional Data Integration: By joining the Salesforce Zero Copy Partner Network, IBM enables bidirectional data integration with Salesforce Data Cloud. This integration allows customers to access IBM data via watsonx.data within Salesforce Data Cloud, maintaining data security and minimizing risks. This approach simplifies data management, maximizing technology investments and ensuring comprehensive data accessibility for analytics and AI. Industry Impact: Ritika Gunnar, General Manager of Product Management, Data and AI at IBM, emphasized the importance of choosing the right foundation models for AI strategies, stating, “IBM and Salesforce are making it easier for clients to navigate the complex generative AI landscape by helping them select the right LLM for their business needs.” Rahul Auradkar, EVP & GM of United Data Services & Einstein at Salesforce, highlighted the benefits of the partnership, saying, “With bidirectional data integration, companies can harmonize all their data faster, fueling actionable insights that empower teams to make data-driven decisions and deliver integrated experiences across all customer touchpoints.” About IBM: IBM is a global leader in hybrid cloud and AI, providing consulting expertise to clients in over 175 countries. IBM’s innovations in AI, quantum computing, and industry-specific cloud solutions support digital transformations with a commitment to trust, transparency, and inclusivity. For more information, visit www.ibm.com. About Salesforce: Salesforce is the #1 AI CRM, helping companies connect with customers through CRM + AI + Data + Trust on one unified platform, Einstein 1. For more information, visit www.salesforce.com. For additional details on IBM Granite and the partnership with Salesforce, visit IBM Granite. Statements regarding IBM’s and Salesforce’s future directions are subject to change and represent goals and objectives only. 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 25, 2024in Einstein 1 Platform, Generative AI, Salesforce Data Cloud
Copilot A Step Up For Merchandising
23May

Copilot A Step Up For Merchandising

A Leap Forward in Merchandising Merchants face the ongoing challenge of enhancing loyalty, conversion rates, and shopper lifetime value. Enter Einstein Copilot, ushering in automation to boost productivity and inject intelligence for an elevated customer experience in unprecedented ways. Salesforce asserts that early AI adopters are saving an average of 6.4 hours per week. Copilot A Step Up For Merchandising. Einstein Copilot empowers merchants to swiftly craft personalized product promotions to attract new customers and target slow-moving stock based on inventory insights. Additionally, it optimizes site traffic with search engine optimization (SEO) content, generates product descriptions, and enhances checkout conversion with AI recommendations tailored to specific objectives. Copilot A Step Up For Merchandising Prior to Einstein Copilot, other generative AI copilot solutions operated as separate applications, disconnected from the workflow, and lacked the ability to securely leverage trusted company data for generating relevant or consistent results from large language models. Einstein Copilot integrates seamlessly within the world’s leading AI CRM and harnesses data from any Salesforce application to deliver more precise AI-powered recommendations and content. Through natural language prompts, Einstein Copilot facilitates a range of tasks, including: Sales: Conducting account research, preparing for meetings, and automatically updating account information in Salesforce. Summarizing highlights, gauging customer sentiment, and extracting next steps from video calls. Searching for specific details in customer calls and auto-generating sales emails to match tone and style while aligning with customer context. Drafting clauses and embedding them directly within customer contracts. Service: Automatically responding to customers with personalized, relevant answers sourced from trusted company knowledge across various channels like email, SMS, live chat, or social media. Empowering service teams to resolve customer issues swiftly using generative answers integrated seamlessly into their workflow. Automating tasks like summarizing support cases and field work orders. Marketing: Generating email copy for marketing campaigns, refining campaign segmentation with Data Cloud, creating website landing pages based on personalized consumer preferences, and auto-populating contact forms with each customer’s unified profile in Salesforce. Generating surveys following online actions to enhance long-term engagement and purchasing. Commerce: Assisting in building high-converting digital storefronts, automating complex tasks like managing multi-product catalog data, crafting product descriptions in multiple languages, generating personalized product promotions, and optimizing SEO metadata for conversion. Customizing and designing storefront components using natural language prompts. Developers: Converting natural language prompts into Apex code, offering suggestions for more effective and accurate code, and proactively scanning for code vulnerabilities within the developer environment. Tableau: Transitioning swiftly from raw data to actionable insights through a conversational interface, enhancing data analyst productivity with a natural language assistant for faster data exploration, building relevant visualizations, automating repetitive tasks, and facilitating efficient data curation. 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 23, 2024in Einstein 1 Platform, Generative AI, Salesforce
Salesforce Commerce Cloud and Einstein Copilot Capabilities
23May

Salesforce Commerce Cloud and Einstein Copilot Capabilities

Salesforce Enhances Commerce Cloud and Einstein Copilot Salesforce has announced a double whammy of upgrades to its Commerce Cloud and Einstein Copilot solutions, aiming to supercharge customer service and experience offerings for merchants. And yes, they’re pulling out all the stops – think of it as giving your online store a superhero cape and a sidekick with a PhD in customer satisfaction. Salesforce Commerce Cloud and Einstein Copilot Capabilities. Enhancements to Commerce Cloud Commerce Cloud is getting three major innovations designed to help businesses create more sophisticated commerce sites, boost personalization, and drive revenue growth. Salesforce promises to tackle rising customer expectations by providing a seamless, integrated experience across all channels. In other words, they’re turning your website into a mind-reading wizard, minus the beard and wand. But probably wearing a cool purple cape with stars. According to Michael Affronti, GM and SVP of Commerce Cloud, these new features will enable Salesforce’s customers to deliver superior shopping experiences: “Commerce companies are looking to architect high-caliber ecommerce sites that can swiftly adapt to changing customer expectations and continue to foster strong customer relationships. With the combined power of data, AI, and CRM, Commerce Cloud gives brands the choice of the right tool so they can build superior shopping experiences their way.” New Commerce Cloud Capabilities Einstein Copilot Advancements Salesforce is pulling out the big AI guns, leveraging generative AI (GenAI) to enhance Einstein Copilot with new marketing and merchandising capabilities alongside its traditional sales and service functions. It’s like your old assistant got a brain transplant and now has the IQ of Einstein, the charm of James Bond, and the work ethic of a coffee-fueled startup founder. Ariel Kelman, President and CMO of Salesforce, emphasized the importance of these advancements: “Marketing and commerce leaders need a trusted advisor to help them tap into the promise of generative AI. With the Einstein 1 Platform we’re giving organizations the power to unify all of their data on one trusted platform. This is the key to getting results from generative AI that are actually useful in driving your business forward.” Key Features of Einstein 1 for Marketing and Commerce Expanding Partnerships and Enhancing AI and Data Offerings In addition to these product enhancements, Salesforce has expanded its partnership with IBM to improve AI and data offerings. The collaboration aims to merge IBM’s watsonx.ai platform with Salesforce’s Einstein 1 software, providing customers with the ability to make data-driven decisions and access actions directly within their workflows. It’s like pairing up Batman and Superman to fight the evil forces of inefficiency and bad data. The partnership includes bidirectional data integration, flexible large language models (LLMs), prebuilt CRM solutions, and a focus on responsible AI development. IBM will also join Salesforce’s Zero Copy Partner Network, ensuring that data moves as smoothly as butter on hot toast. Salesforce Commerce Cloud and Einstein Copilot Capabilities These enhancements and partnerships underline Salesforce’s commitment to providing innovative solutions that enhance customer experiences and drive business growth, all while making sure your digital commerce experience is smoother than a jazz saxophone solo. 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 23, 2024in Einstein 1 Platform, Generative AI, Salesforce, Salesforce Commerce Cloud
Service Cloud Digital Engagement
23May

Service Cloud Digital Engagement

Salesforce Enhances Service Cloud Digital Engagement for Unified Customer Interactions Salesforce has unveiled new enhancements to Service Cloud Digital Engagement, aimed at unifying unstructured conversational data from various digital channels, departments, and devices within a single platform. Built on the Einstein 1 Platform, these enhancements enable service leaders to gain a more holistic view of customers, enhancing the value delivered in every interaction. Importance of Enhancements Detailed Enhancements Service Cloud Digital Engagement is designed to deliver seamless, personalized conversational experiences across channels at scale. By connecting to Salesforce Data Cloud, which unifies structured and unstructured enterprise and customer data, companies can engage in more meaningful conversations. Key enhancements include: With Service Cloud built on the Einstein 1 Platform, companies can integrate sales, service, and marketing data into one platform, facilitating more relevant customer experiences and driving business growth. Salesforce’s Perspective Kishan Chetan, EVP & GM of Service Cloud, commented, “As customers interact with companies across more touch points and channels, they are looking for more personalization and a higher-touch experience. With Service Cloud built on the Einstein 1 Platform, companies can bring in sales, service, and marketing data on one platform to deliver more relevant customer experiences and drive business growth.” Customer Reactions Olivia Boles, Director of Operations Projects at PenFed, said, “Being able to see all the communication — chat transcripts, emails, phone calls — on the member’s profile page has totally transformed the agent and member experiences.” Availability 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 23, 2024in Einstein 1 Platform, Salesforce, Salesforce Data Cloud
Einstein 1 Marketing and Commerce Tools
22May

Einstein 1 Marketing and Commerce Tools

Salesforce Unveils New Einstein 1 Marketing and Commerce Innovations to Enhance the Customer Journey with Unified Data and Trusted AI Einstein 1 Marketing and Commerce Tools announced at 2024 Connections event in Chicago, IL. Einstein Copilot for Marketers and Merchants: These tools enable brands to automatically generate campaign briefs, personalized content, and promotions using trusted data. Data Cloud for Commerce: Unifies business and customer data to deliver smart insights, allowing merchandisers to launch personalized promotions, offers, and shopping experiences, thus enhancing customer loyalty and boosting sales. Einstein Personalization: Uses the unified customer data profile in Data Cloud to automatically trigger the next best interaction based on customer behavior and history with a brand. Salesforce Expands Einstein Copilot Capabilities Today at Connections, Salesforce (NYSE: CRM), the leading AI CRM platform, announced new features for its Einstein Copilot. This trusted conversational AI assistant now aids marketers and merchants with daily tasks, in addition to its existing functionalities for sales and service. Salesforce also introduced new tools for unifying business and commerce data, along with an AI-powered personalization engine to enhance customer interactions at every touchpoint. “With the Einstein 1 Platform, we’re giving organizations the power to unify all their data on one trusted platform. This is key to achieving actionable AI-driven results.” Ariel Kelman, President and CMO of Salesforce Why It Matters Personalization is essential for customer satisfaction and business success. However, many organizations struggle to connect the right data and touchpoints to fully utilize AI for personalization. What’s New Einstein 1 Marketing and Commerce Tools Unified Data Platform: Brands can now unlock and unify all their data on a single platform, enabling personalized engagements across marketing, commerce, sales, and service. Key innovations include: Einstein Copilot for Marketers: Einstein Copilot for Merchants: Data Cloud for Commerce: Einstein Personalization: Unified AI Assistants Powered by Trusted Data Salesforce’s Einstein Copilot for Marketers and Merchants stand out due to their integration with the Einstein 1 Platform and Salesforce metadata. Unlike typical LLMs, Einstein Copilot uses metadata to interpret prompts with complete context, ensuring relevant and secure data usage. Einstein Trust Layer: Ensures the confidentiality of data within AI responses, maintaining security, privacy, and governance. Customer Perspective Matthew Randall, Head of Software and Integration at Aston Martin, praised Salesforce for enabling personalized, VIP experiences through unified data and AI capabilities. “The Einstein 1 Platform allows us to grow and enable our AI enterprise.” Availability Einstein 1 Marketing and Commerce Tools are evolving. 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 22, 2024in Einstein 1 Platform
Salesforce and Google LLMs
22May

Salesforce and Google LLMs

In recent weeks, AI professionals had the privilege of attending groundbreaking hands-on workshops at the headquarters of two Silicon Valley giants, Salesforce and Google. These experiences offered a firsthand look at the contrasting approaches these tech titans are taking to bring enterprise-grade, large language model (LLM) applications to scale. As they immersed themselves in the cutting-edge world of AI development, a sense of excitement and awe washed over them at the unfolding history. Salesforce and Google LLMs. The workshops provided a fascinating glimpse into the future of enterprise software, where AI is not just a buzzword but a transformative force reshaping how businesses operate. Salesforce and Google, each with their unique strengths and philosophies, are at the forefront of this revolution, pushing the boundaries of what’s possible with LLMs and retrieval-augmented generation (RAG). As they navigated through the hands-on exercises and engaged with the brilliant minds behind these innovations, they realized they were witnessing a pivotal moment in Silicon Valley and computer history. Salesforce LLM Salesforce: Low-Code, Business User-Friendly At the “Build the Future with AI and Data Workshop” held at Salesforce Tower in downtown San Francisco, the focus was on empowering business users with a low-code, clicks-not-code approach. The workshop, attended by around 100 people, took place in a ballroom-sized auditorium. Each attendee received a free instance of the Generative AI-enabled org, pre-populated with a luxury travel destination application, which expired in 5 days. Data Cloud: Lots of Clicks The workshop began with setting up data ingestion and objects for linking AWS S3 buckets to Salesforce’s Data Cloud. The process was intricate, involving a new nomenclature reminiscent of SQL Views within Views, requiring a considerable number of setup steps before accessing Prompt Builder. It should be noted that when using Einstein Studio for the first time, users don’t normally need to do Data Cloud setup. This was done in this workshop so they could later include Data Cloud embeddings in a Prompt Builder retrieval. Prompt Builder: Easy to Use Prompt Builder was the highlight of the workshop. It allows for template variables and various prompt types, including the intriguing Field Prompt, which enables users to attach a prompt to a field. When editing a record, clicking the wizard button in that field executes the prompt, filling out the field automatically. This feature has the potential to greatly enhance data richness, with numerous use cases across industries. Integrating Flow and Apex with Prompt Builder demonstrated the platform’s flexibility. They created an Apex Class using Code Builder, which returned a list that could be used by Prompt Builder to formulate a reply. The seamless integration of these components showcased Salesforce’s commitment to providing a cohesive, user-friendly experience. Einstein Copilot, Salesforce’s AI assistant, exhibited out-of-the-box capabilities when integrated with custom actions. By creating a Flow and integrating it into a custom action, users could invoke Einstein Copilot to assist with various tasks. A Warmly Received Roadmap Salesforce managers, including SVP of Product Management John Kucera, provided insights into the Generative AI roadmap during a briefing session. They emphasized upcoming features such as Recommended Actions, which package prompts into buttons, and improved context understanding for Einstein Copilot. The atmosphere in the room was warm, with genuine excitement and a sense of collaboration between Salesforce staff and attendees. The workshop positioned Salesforce’s AI solution as an alternative to hiring an AI programmer and building AI orchestration using tools like those used in the Google workshop. Salesforce’s approach focuses on a user-friendly interface for setting up data sources and custom actions, enabling users to leverage AI without relying on code. This low-code philosophy aims to democratize AI, making it accessible to a broader range of business users. For organizations already invested in the Salesforce ecosystem, the platform’s embedded AI capabilities offer a compelling way to build expertise and leverage the power of Data Cloud. Salesforce’s commitment to rapidly rolling out embedded AI enhancements, all building on the familiar Admin user experience, makes it an attractive option for businesses seeking to adopt AI without the steep learning curve associated with coding. While there was palpable enthusiasm among attendees, the workshop also highlighted the complexity of setting up data sources and the challenges of working with a new nomenclature. As Salesforce continues to refine its AI offerings, striking the right balance between flexibility and ease of use will be crucial to widespread adoption. Google LLM Google: Engineering-Centric, Code-Intensive The “Build LLM-Powered Apps with Google” workshop, held on the Google campus in Mountain View, attracted around 150 attendees, primarily developers and engineers. They met in a large meeting room with circular tables. The event kicked off with a keynote presentation and detailed descriptions of Google’s efforts in creating retrieval-augmented generation (RAG) pipelines. They participated in a hands-on workshop, building a RAG database for an “SFO Assistant” chatbot designed to assist passengers at San Francisco airport. Running Postgres and pgvector with BigQuery Using Google Cloud Platform, they created a new VM running Postgres with the pgvector extension. They executed a series of commands to load the SFO database and establish a connection between Gemini and the database. The workshop provided step-by-step guidance, with Google staff helping when needed. Ultimately, they successfully ran a chatbot utilizing the RAG database. The workshop also showcased the power of BigQuery in generating prompts at scale through SQL statements. By crafting SQL queries that combined prompt engineering with retrieved data, they learned how to create personalized content, such as emails, for a group of customers in a single step. This demonstration highlighted the potential for efficient, large-scale content generation using Google’s tools. Gemini Assistant One of the most exciting discoveries for them during the workshop was the Gemini Assistant for BigQuery, a standout IT Companion Chatbot tailored for the GCP ecosystem. Comparable to GitHub Copilot Chat or ChatGPT-Plus, Gemini Assistant demonstrated a deep understanding of GCP and the ability to generate code snippets in various programming languages. What distinguishes Gemini Assistant is its strong grounding in GCP knowledge, enabling it to provide contextually

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May 22, 2024in Einstein 1 Platform, Generative AI, Salesforce
Mastercard Salesforce Integration
16May

Mastercard Salesforce Integration Announced

As consumers seek easier and safer shopping experiences, Mastercard (NYSE: MA) and Salesforce (NYSE: CRM) today announced a new integration to enhance trust across the ecosystem, helping customers speed up the resolution of transaction disputes, and reduce costs associated with resolving them. Mastercard Salesforce Integration. Disputes and chargebacks, where a consumer notices a transaction they don’t recognise and requests a chargeback from their bank, represent a significant challenge to the entire payments industry. Projections suggest that by 2026 there could be 337 million chargebacks annually, an increase of 42% from 2023 levels1. The integration will streamline the way issuers, like banks and other financial institutions, view and manage transaction data, such as disputes and decisions. It will enable a quicker, more efficient and transparent response to dispute inquiries. The partnership will integrate Salesforce’s Financial Services Cloud (FSC) with Mastercard’s dispute resolution services, providing a powerful one-stop-shop for intake, managing disputes, reporting and preventing chargebacks. Mastercard’s services include Ethoca Alerts, which provides near real-time notifications when a financial institution raises a chargeback and Ethoca Consumer Clarity, enabling the provision of rich merchant and purchase insights to issuer back-office teams. The data from these services is now being fed into FSC so that every bank agent and team member working on a dispute has more visibility from start to finish and delivers the best customer experience. FSC is powered by the Einstein 1 Platform, which unifies customer relationship management (CRM), AI, merchant and consumer data, development and security capabilities into a single, comprehensive platform. Johan Gerber, Executive Vice President, Security and Cyber Innovation at Mastercard said: “Technology is helping to speed up and improve the checkout experience, especially when shopping online. However, every disputed transaction can create stress for the consumer as well as resource pressures and increased costs for merchants and financial institutions. Through this partnership, we are adding to the tools that make it easier and faster for banks and merchants to resolve disputes, further enhancing trust in the ways they choose to pay.” Eran Agrios, Senior Vice President and General Manager for Financial Services at Salesforce said: “Our partnership with Mastercard is a testament to our shared vision of using trusted data and innovative technology to streamline processes and deliver great customer experiences through the Einstein 1 Platform. Together with the Mastercard team, we’re reimagining the entire transaction dispute process, bringing together the power of Salesforce’s CRM, data, and AI with Mastercard’s dispute resolution, to deliver an end-to-end solution that will benefit both our joint customers.” Availability The integration is available today for Salesforce FSC customers. More information about the Transactions Dispute Management offering is available on salesforce.com. Information on Mastercard’s Ethoca solutions is available on ethoca.com.  Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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 16, 2024in Einstein 1 Platform, Salesforce, Salesforce Einstein, Salesforce Optimization
Generative AI for Channel Sales Teams
15May

Generative AI for Channel Sales Teams

Salesforce unveiled new AI, CRM, and Slack sales enhancements tailored for its Partner Relationship Management (PRM) solution. Generative AI for Channel Sales Teams. The latest generative and predictive AI is now accessible to channel managers, third-party resellers, brokers, and various indirect sellers. Generative AI introduces advanced capabilities to streamline channel management and expedite partner sales. Moreover, the AI seamlessly integrated into the CRM aids channel managers and partners in maintaining focus and alignment on top-priority opportunities. This announcement expands Einstein for Sales directly into the workflows of channel managers and their partners. Einstein Copilot streamlines operations and enables channel managers to focus on scalability by automating administrative tasks and sharing proactive insights on promising leads and opportunities. Furthermore, the integration of Slack AI and PRM for Slack facilitates swift collaboration and data sharing among internal and external partners. Why it’s significant: What’s new: Salesforce perspective: “New generative AI, data, and automation capabilities in a Slack-first PRM will offer channel sales teams practical tools to enhance partner and internal processes. This will help Salesforce partners and sellers increase collaboration, improve seller productivity on both sides, deepen relationships, and enable growth.” – Ryan Nunez, VP, Industry Solutions Customer perspective: “Thanks to Partner Relationship Management, our team can help our partners get up and running faster, and they can automate a lot of what they used to do previously. We’re also excited to see how the AI insights – such as lead scoring – will give our partners clear guidance on what to focus on much faster.” – Hooman Shahidi, Chief Executive Officer and Co-Founder, EVPassport Availability: Disclaimer: Any unreleased services or features referenced here are not currently available and may not be delivered on time or at all. Customers should make their purchase decisions based upon features that are currently available. 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 15, 2024in Einstein 1 Platform, Generative AI, Salesforce, Unified Knowledge

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