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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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Winter 25 Release Notes

Winter 25 Release Notes

The Winter ’25 release is available through the pre-release program. On August 30, 2024, Sandboxes will be upgraded, providing your organization with the Winter ’25 release experience. Set Up Your Pay Now Store Quickly and Easily Use the streamlined automated setup to get your Pay Now store up and running effortlessly. The guided process walks you through each step needed to configure your store. This feature is available in Salesforce Payments for Enterprise, Unlimited, and Developer editions. How to Set Up: Gain Insight into How User Permissions Are Granted Simplify user management with visibility into the profiles, permission sets, and permission set groups that grant permissions to a user. The User Access Summary now provides detailed information about a user’s assigned object, field, user, and custom permissions. Previously, identifying the source of a user’s permissions required multiple steps, but now you can access this information with just a few clicks. This change applies to Lightning Experience in all editions. How to Use: See How Object Access Is Granted in Object Manager Quickly view the permission sets, permission set groups, and profiles that grant access to an object, along with the level of access provided. The read-only Object Access Summary in Object Manager allows for quick checks during troubleshooting, reviews, or when deciding how to grant user access. This update is available in Lightning Experience across all editions. How to Access: Improve Performance for List Views on Custom and Standard Objects To enhance performance and meet the latest accessibility standards, list views for both custom and standard objects now render using Lightning Web Components (LWC) instead of Aura. LWC, Salesforce’s latest framework, delivers data faster and enables new features for list views. Previously, only custom object list views in sandboxes used LWC. This update applies to Lightning Experience in all editions. How to Use: Configure Record Highlights in Lightning App Builder Enhance your Lightning pages with the new Dynamic Highlights Panel, which lets you configure important fields directly within the Lightning App Builder. Previously, this was only possible through compact layouts in Setup. The Dynamic Highlights Panel can hold up to 12 fields and adjusts responsively to browser size. This feature is available in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions. How to Implement: Make Record Fields Stand Out with Conditional Formatting Highlight key information on record pages using conditional formatting in Lightning App Builder. On Dynamic Forms-enabled pages, you can assign custom icons and colors to fields based on defined criteria, such as field values or other conditions on the page. This feature is available on a rolling basis starting in early September 2024 for Group, Professional, Enterprise, Performance, Unlimited, and Developer editions. How to Use: Save Time with New Messaging Components for Enhanced Bots (Generally Available) Empower customers and save service agents’ time with the new messaging components for enhanced bots. These include authentication, custom, form, and payment messaging components, which can handle more complex use cases on enhanced Apple Messages for Business channels. The form component is also available for Messaging for In-App and Web. These updates apply to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions, with bot setup available only in Lightning Experience. How to Implement: Enhance Your LWR Site Experience by Curating Data Providers on a Page (Beta) Enhance LWR site pages by adding and configuring data providers in Experience Builder. This feature allows you to access data from different sources, such as Apex or Record data providers, directly within your site page and its components. This change is available in Professional, Enterprise, Unlimited, and Developer editions for LWR sites accessed through Lightning Experience. A community license is required to use this feature. How to Use: To configure data providers on an LWR Site page in Experience Builder: Enabling or Disabling Modernized Record Experience in Aura Sites You can now use upgraded record components based on Lightning web component technology to see stylistic changes in your Aura sites. These updates, previously limited to sandbox environments, are now available in production environments for the Create Record Form, Record Banner, and Record Detail components. This update is applicable to Aura sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions. When you enable the Use Lightning web components on your record pages in Aura sites setting, the Create Record Form, Record Banner, and Record Detail components display minor style changes. Some key updates include: Daily Summary of Service Appointments Requiring Immediate Attention Boost dispatcher productivity by using Einstein Copilot Field Service actions to get a daily summary of service appointments needing immediate attention, such as those with rule violations, overlaps, SLA risks, or emergencies. Each category in the summary is converted into a filter in the appointment list for quick resolution. Customize the summary to include additional categories. This feature is available in Lightning Experience in the Einstein 1 Field Service Edition with the Field Service Managed Package installed. To use this feature: Assigning Opportunity Splits to Territories Sales teams can now assign opportunity splits and opportunity product splits to territories, enabling them to report on how territories contribute to overall sales. Previously, splits could only be associated with the parent opportunity’s territory. Now, teams can also forecast based on split amounts across territories. This update applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions. To enable this feature: Strategic Planning with Account Plan Enhance your strategic planning with Account Plans by nurturing existing relationships and growing key accounts. Use Account Plans to research and analyze accounts, set objectives with actionable metrics, and monitor growth and development from a single repository within Salesforce. This feature applies to Lightning Experience in Enterprise, Performance, and Unlimited editions and in Einstein 1 Sales Edition. This feature will be rolled out to production environments after the Winter ’25 release and will be available to all customers by October 29, 2024. It is accessible in sandboxes only after its production release. To use Account Plans: Forecast Submissions Forecast submissions

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Generative AI Overview

Generative AI Overview

Editor’s Note: AI Cloud, Einstein GPT, and other cloud GPT products are now Einstein. For the latest on Salesforce Einstein The Rise of Generative AI: What It Means for Business and CRM Generative artificial intelligence (AI) made headlines in late 2022, sparking widespread curiosity and questions about its potential impact on various industries. What is Generative AI? Generative AI is a technology that creates new content—such as poetry, emails, images, or music—based on a set of input data. Unlike traditional AI, which focuses on classifying or predicting, generative AI can produce novel content with a human-like understanding of language, as noted by Salesforce Chief Scientist Silvio Savarese. However, successful generative AI depends on the quality of the input data. “AI is only as good as the data you give it, and you must ensure that datasets are representative,” emphasizes Paula Goldman, Salesforce’s Chief Ethical and Humane Use Officer. How Does Generative AI Work? Generative AI can be developed using several deep learning approaches, including: Other methods include Variational Autoencoders (VAEs) and Neural Radiance Fields (NeRFs), which generate new data or create 2D and 3D images based on sample data. Generative AI and Business Generative AI has captured the attention of global business leaders. A recent Salesforce survey found that 67% of IT leaders are focusing on generative AI in the next 18 months, with 33% considering it a top priority. Salesforce has long been exploring generative AI applications. For instance, CodeGen helps transform simple English prompts into executable code, and LAVIS makes language-vision AI accessible to researchers. More recently, Salesforce’s ProGen project demonstrated the creation of novel proteins using AI, potentially advancing medicine and treatment development. Ketan Karkhanis, Salesforce’s Executive VP and GM of Sales Cloud, highlights that generative AI benefits not just large enterprises but also small and medium-sized businesses (SMBs) by automating proposals, customer communications, and predictive sales modeling. Challenges and Ethical Considerations Despite its potential, generative AI poses risks, as noted by Paula Goldman and Kathy Baxter of Salesforce’s Ethical AI practice. They stress the importance of responsible innovation to ensure that generative AI is used safely and ethically. Accuracy in AI recommendations is crucial, and the authoritative tone of models like ChatGPT can sometimes lead to misleading results. Salesforce is committed to building trusted AI with embedded guardrails to prevent misuse. As generative AI evolves, it’s vital to balance its capabilities with ethical considerations, including its environmental impact. Generative AI can increase IT energy use, which 71% of IT leaders acknowledge. Generative AI at Salesforce Salesforce has integrated AI into its platform for years, with Einstein AI providing billions of daily predictions to enhance sales, service, and customer understanding. The recent launch of Einstein GPT, the world’s first generative AI for CRM, aims to transform how businesses interact with customers by automating content creation across various functions. Salesforce Ventures is also expanding its Generative AI Fund to $500 million, supporting AI startups and fostering responsible AI development. This expansion includes investments in companies like Anthropic and Cohere. As Salesforce continues to lead in AI innovation, the focus remains on creating technology that is inclusive, responsible, and sustainable, paving the way for the future of CRM and business. The Future of Business: AI-Powered Leadership and Decision-Making Tomorrow’s business landscape will be transformed by specialized, autonomous AI agents that will significantly change how companies are run. Future leaders will depend on these AI agents to support and enhance their teams, with AI chiefs of staff overseeing these agents and harnessing their capabilities. New AI-powered tools will bring businesses closer to their customers and enable faster, more informed decision-making. This shift is not just a trend—it’s backed by significant evidence. The Slack Workforce Index reveals a sevenfold increase in leaders seeking to integrate AI tools since September 2023. Additionally, Salesforce research shows that nearly 80% of global workers are open to an AI-driven future. While the pace of these changes may vary, it is clear that the future of work will look vastly different from today. According to the Slack Workforce Index, the number of leaders looking to integrate AI tools into their business has skyrocketed 7x since September 2023. Mick Costigan, VP, Salesforce Futures In the [still] early phases of a major technology shift, we tend to over-focus on the application of technology innovations to existing workflows. Such advances are important, but closing the imagination gap about the possible new shapes of work requires us to consider more than just technology. It requires us to think about people, both as the customers who react to new offerings and as the employees who are responsible for delivering them. Some will eagerly adopt new technology. Others will resist and drag their feet. 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 on AI

Salesforce on AI

Marketing success hinges on delivering consistent, timely, and engaging content. According to the Salesforce State of Marketing report, 78% of high-performing marketers identify data as their most critical asset for creating cohesive customer journeys. Yet, only 49% report having a unified view of customer data sources. This disconnect highlights a significant challenge many marketing teams face in effectively leveraging their data. For organizations already invested in Salesforce, incorporating AI-driven business intelligence (BI) tools offers numerous benefits. These include reduced time to deliver insights, enhanced automation, increased innovation, improved agility, and cost savings. However, realizing these benefits depends on having high-quality data and robust data strategies. This insight explores AI-driven BI from a Salesforce perspective, highlighting its benefits, applications, and future trends. By understanding the potential of AI in BI, organizations can better harness their data to drive success and innovation. The Role of AI in Business Intelligence Integrating AI into BI systems elevates data analysis by offering deeper insights and predictive capabilities. Here’s how AI enhances BI: These examples demonstrate AI’s ability to improve BI systems by enhancing data accuracy, providing real-time insights, and improving forecasting. Salesforce’s AI Capabilities in BI Salesforce’s AI capabilities in BI are embodied in the versatile tool, Salesforce Einstein. Easily integrated with BI, Einstein automates tasks and delivers personalized insights. Companies using Einstein have reported a 20% increase in sales productivity. Here’s how Einstein can be utilized in various scenarios: These examples illustrate how Salesforce’s AI tools, particularly Einstein, can transform BI by automating routine tasks and delivering personalized insights, ultimately driving customer satisfaction and business growth. Future Trends in AI and BI The future of AI and BI promises even more advanced capabilities and innovations. As AI evolves, so too will the tools for BI. Here are some trends expected to emerge in the near future: These trends show that AI and BI are evolving rapidly. Companies that stay ahead of these developments will be well-positioned to leverage AI for greater innovation and efficiency. Next Steps AI-powered BI, especially with Salesforce, is transforming how businesses operate by providing deeper insights and better decision-making capabilities. To stay competitive and foster innovation, organizations must embrace AI. The quest is no longer just to be data-driven. It is to be data-decisioned. Here are some actionable steps: By taking these steps, businesses can fully leverage AI-driven BI and maintain a competitive edge in the fast-evolving digital playinf field of 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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AI Assisting Nursing

AI Assisting Nursing

Leveraging AI to Alleviate the Documentation Burden in Nursing As the nursing profession grapples with increasing burnout, researchers are investigating the potential of large language models to streamline clinical documentation and care planning. Nurses play an essential role in delivering high-quality care and improving patient outcomes, but the profession is under significant strain due to shortages and burnout. AI Assisting Nursing could lessoning burnout while improving communication. What role could Salesforce play? The American Nurses Association (ANA) emphasizes that to maximize nurses’ potential, healthcare organizations must prioritize maintaining an adequate workforce, fostering healthy work environments, and supporting policies that back nurses. The COVID-19 pandemic has exacerbated existing challenges, including increased healthcare demand, insufficient workforce support, and a wave of retirements outpacing the influx of new nurses. Tectonic has nearly two decades of experience providing IT solutions for the health care industry. Salesforce, as a leader in the field of artificial intelligence, is a top tool for health care IT. AI Assisting Nursing In response to these growing demands, some experts argue that AI technologies could help alleviate some of the burden, particularly in areaTes like clinical documentation and administrative tasks. In a recent study published in the Journal of the American Medical Informatics Association, Dr. Fabiana Dos Santos, a post-doctoral research scientist at Columbia University School of Nursing, led a team to explore how a ChatGPT-based framework could assist in generating care plan suggestions for a lung cancer patient. In an interview with Healthtech Analytics, Dr. Santos discussed the potential and challenges of using AI chatbots in nursing. Challenges in Nursing Care Plan Documentation Creating care plans is vital for ensuring patients receive timely, adequate care tailored to their needs. Nurses are central to this process, yet they face significant obstacles when documenting care plans. AI Assisting Nursing and Salesforce as a customer relationship solution addresses those challenges. “Nurses are on the front line of care and spend a considerable amount of time interacting closely with patients, contributing valuable clinical assessments to electronic health records (EHRs),” Dr. Santos explained. “However, many documentation systems are cumbersome, leading to a documentation burden where nurses spend much of their workday interacting with EHRs. This can result in cognitive burden, stress, frustration, and disruptions to direct patient care.” The American Association of Critical-Care Nurses (AACN) highlights that electronic documentation is a significant burden, consuming an average of 40% of a nurse’s shift. Time spent on documentation inversely correlates with time spent on patient care, leading to increased burnout, cognitive load, and decreased job satisfaction. These factors, in turn, contribute to patient-related issues such as a higher risk of medical errors and hospital-acquired infections, which lower patient satisfaction. When combined with the heavy workloads nurses already manage, inefficient documentation tools can make care planning even more challenging. AI Assisting Nursing and Care Plans “The demands of direct patient care and managing multiple administrative tasks simultaneously limit nurses’ time to develop individualized care plans,” Dr. Santos continued. “The non-user-friendly interfaces of many EHR systems exacerbate this challenge, making it difficult to capture all aspects of a patient’s condition, including physical, psychological, social, cultural, and spiritual dimensions.” To address these challenges, Dr. Santos and her team explored the potential of ChatGPT to improve clinical documentation. “These negative impacts on a nurse’s workday underscore the urgency of improving EHR documentation systems to reduce these issues,” she noted. “AI tools, if well designed, can improve the process of developing individualized care plans and reduce the burden of EHR-related documentation.” The Promises and Pitfalls of AI Developing care plans requires nurses to draw from their expertise to address issues like symptom management and comfort care, especially for patients with complex needs. Dr. Santos emphasized that advanced technologies, such as generative AI (GenAI), could streamline this process by enhancing documentation workflows and assisting with administrative tasks. AI tools can rapidly process large amounts of data and generate care plans more quickly than traditional methods, potentially allowing nurses to spend more time on direct and holistic patient care. However, Dr. Santos stressed the importance of carefully validating AI models, ensuring that nurses’ clinical judgment and expertise play a central role in evaluating AI-generated care plans. “New technologies can help nurses improve documentation, leading to better descriptions of patient conditions, more accurate capture of care processes, and ultimately, improved patient outcomes,” she said. “This presents an important opportunity to use novel generative AI solutions to reduce nurses’ workload and act as a supportive documentation tool.” Despite the promise of AI as a support tool, Dr. Santos cautioned that chatbots require further development to be effectively implemented in nursing care plans. AI-generated outputs can contain inaccuracies or irrelevant information, necessitating careful review and validation by nurses. Additionally, AI tools may lack the nuanced understanding of a patient’s unique needs, which only a nurse can provide through personal, empathetic interactions, such as interpreting specific cultural or spiritual needs. Despite these challenges, large language models (LLMs) and other GenAI tools are generating significant interest in the healthcare industry. They are expected to be deployed in various applications, including EHR workflows and nursing efficiency. Dr. Santos’ research contributes to this growing field. To conduct the study, the researchers developed and validated a method for structuring ChatGPT prompts—guidelines that the LLM uses to generate responses—that could produce high-quality nursing care plans. The approach involved providing detailed patient information and specific questions to consider when creating an appropriate care plan. The research team refined the Patient’s Needs Framework over ten rounds using 22 diverse hypothetical patient cases, ensuring that the ChatGPT-generated plans were consistent and aligned with typical nursing care plans. “Our findings revealed that ChatGPT could prioritize critical aspects of care, such as oxygenation, infection prevention, fall risk, and emotional support, while also providing thorough explanations for each suggested intervention, making it a valuable tool for nurses,” Dr. Santos indicated. The Future of AI in Nursing While the study focused on care plans for lung cancer, Dr. Santos emphasized that this research is just the beginning of

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Qwary Salesforce Integration

Qwary Salesforce Integration

Qwary Enhances Customer Insights with New Salesforce Integration HERNDON, Va., Aug. 13, 2024 /PRNewswire/ — While surveys have long been a staple for gathering customer feedback, data entry often poses a challenge in obtaining comprehensive insights. Qwary’s new Salesforce integration aims to resolve this issue by enabling seamless data transfer and synchronization between the two platforms. This integration allows teams to consolidate customer information into a single hub, providing real-time visibility and enhancing strategic planning and collaboration. Key features include creating email campaigns, importing contacts, mapping survey results, and automating event-based workflows. What Is Qwary’s Salesforce Integration? Qwary’s Salesforce integration is designed to streamline the analysis of Salesforce survey data, offering a more efficient way to understand customer interactions with your brand. By integrating survey feedback with CRM data, this tool helps you quickly adapt your products and services to meet evolving customer needs. It tracks customer journeys, collects feedback, and reveals pain points, enabling you to deliver tailored solutions. Benefits of Using Qwary’s Salesforce Integration Qwary’s integration offers several notable benefits: Automate Feedback Collection The integration automates the feedback collection process by triggering surveys at strategic points in the customer lifecycle. This allows your team to act swiftly to foster engagement and generate leads. Gain Actionable Insights Seamlessly integrating with Salesforce CRM, Qwary scores, analyzes, and enriches customer data, helping your team identify emerging trends and seize opportunities for personalization and customer development. Synchronize Data Automatically With Qwary’s integration, your contact data is consolidated into a single, reliable source of truth. Whether you’re using Salesforce or Qwary, automated data synchronization ensures consistency and provides real-time updates. Collaborate Effectively The integration promotes effective teamwork by sharing data between Salesforce and Qwary, enabling your team to solve problems collaboratively and refine strategies to boost customer retention. Key Capabilities Qwary’s Salesforce integration excels in managing customer feedback, automating workflows, and consolidating contact data: Salesforce Workflow Automation The integration simplifies scheduling and automating survey triggers, eliminating manual processes. Surveys can be initiated via email or following significant events, with responses seamlessly mapped into Salesforce. This creates a comprehensive view of customer behavior, helping your team act on insights, strengthen connections, and enhance satisfaction. Contact Data Importation Qwary facilitates quick access to Salesforce contacts, providing a holistic view of your customer base. The integration streamlines contact data importation and updates, eliminating manual data entry and speeding up data management. Potential Business Impacts By combining automation, synchronization, and data consolidation with a user-friendly interface, Qwary’s Salesforce integration enhances your sales team’s ability to collect and leverage customer feedback. Immediate access to comprehensive consumer insights allows your business to respond promptly to customer needs, improving satisfaction and loyalty. Real-time data aggregation helps your company adapt quickly and refine offerings to exceed customer expectations. Stay Ahead with Qwary’s Salesforce Integration Qwary continuously updates its solutions to meet the evolving needs of businesses focused on customer engagement. Leveraging automation, synchronization, and advanced analytics through an accessible platform, Qwary’s Salesforce integration empowers your team to enhance offerings and connect with customers efficiently. By optimizing the use of survey data and Salesforce feedback, Qwary keeps your business at the forefront of market trends, enabling you to consistently delight your customers. 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 All Grown Up

Generative AI Tools

One of the most significant use cases for generative AI in business is customer service and support. Most of us have likely experienced the frustration of dealing with traditional automated systems. However, today’s advanced AI, powered by large language models and natural language chatbots, is rapidly improving these interactions. While many still prefer human agents for complex or sensitive issues, AI is proving highly capable of handling routine inquiries efficiently. Here’s an overview of some of the top AI-powered tools for automating customer service. Although the human element will always be essential in customer experience, these tools free up human agents from repetitive tasks, allowing them to focus on more complex challenges requiring empathy and creativity. Cognigy Cognigy is an AI platform designed to automate customer service voice and chat channels. It goes beyond simply reading FAQ responses by delivering personalized, context-sensitive answers in multiple languages. Cognigy’s AI Copilot feature enhances human contact center workers by offering real-time AI assistance during interactions, making both fully automated and human-augmented support possible. IBM WatsonX Assistant IBM’s WatsonX Assistant helps businesses create AI-powered personal assistants to streamline tasks, including customer support. With its drag-and-drop configuration, companies can set up seamless self-service experiences. The platform uses retrieval-augmented generation (RAG) to ensure that responses are accurate and up-to-date, continuously improving as it learns from customer interactions. Salesforce Einstein Service Cloud Einstein Service Cloud, part of the Salesforce platform, automates routine and complex customer service tasks. Its AI-powered Agentforce bots manage “low-touch” interactions, while “high-touch” cases are overseen by human agents supported by AI. Fully customizable, Einstein ensures that responses align with your brand’s tone and voice, all while leveraging enterprise data securely. Zendesk AI Zendesk, a leader in customer support, integrates generative AI to boost its service offerings. By using machine learning and natural language processing, Zendesk understands customer sentiment and intent, generates personalized responses, and automatically routes inquiries to the most suitable agent—be it human or machine. It also provides human agents with real-time guidance on resolving issues efficiently. Ada Ada is a conversational AI platform built for large-scale customer service automation. Its no-code interface allows businesses to create custom bots, reducing the cost of handling inquiries by up to 78% per ticket. By integrating domain-specific data, Ada helps improve both support efficiency and customer experience across omnichannel support environments. More AI Tools for Customer Service There are numerous other AI tools designed to enhance automated customer support: While AI tools are transforming customer service, the key lies in using them to complement human agents, allowing for a balance of efficiency and personalized care. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more 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 Chatbot

Einstein Chatbot

Businesses have increasingly adopted “chatbots” to provide quick answers to customer queries outside regular business hours or to route customers to the appropriate department after answering preliminary questions. While these chatbots can be useful, they often fall short in delivering the same level of value as human interaction, sometimes leading to frustration. Today, chatbots are advancing significantly, with Salesforce’s Einstein Service Agent leading this evolution. This technology offers notable benefits but also presents challenges that businesses must address for effective implementation. Advantages of Einstein Service Agent Seamless Integration with Salesforce: Unlike standalone AI tools, Einstein Service Agent leverages comprehensive customer profiles, purchase histories, and previous interactions to offer personalized responses. Its integration within established Salesforce workflows allows for rapid deployment, reducing both time and cost associated with implementation. Experience has shown that selecting technologies with built-in CRM or ERP integration is a significant advantage over those requiring separate integration efforts. Built on Salesforce’s Trust Layer: Einstein Service Agent ensures secure handling of customer data, adhering to relevant regulations. This enhances trust among businesses and their customers, facilitating smoother adoption. GenAI Capabilities: The AI can manage complex, multi-step tasks like processing returns or refunds, and deliver tailored responses based on specific customer needs, enhancing the overall customer experience. Scalability Across Salesforce Clouds: Einstein Service Agent is adaptable to various business needs and can evolve as those needs change. Whether a company expands, introduces new services, or shifts its customer service strategy, the agent can be scaled and customized to maintain long-term value and utility. Challenges in Implementing AI Agents Data Quality and Integration: The effectiveness of AI tools relies heavily on the quality of the data they access. Incomplete, outdated, or poorly maintained data can lead to inaccurate or ineffective responses. To address this, businesses should prioritize data quality through regular audits and ensure comprehensive and up-to-date customer information. Change Management and Employee Training: The introduction of AI can lead to resistance from employees concerned about job displacement or unfamiliarity with new technology. Businesses should invest in change management strategies, including clear communication about AI as a complement to, not a replacement for, human agents. Training programs should focus on helping employees work alongside AI tools, enhancing skills where human judgment and empathy are crucial. Balancing Customer Service: Over-reliance on AI may diminish the personal touch essential in customer service. AI should handle straightforward and repetitive inquiries, while more complex or sensitive issues should be escalated to human agents who can provide personalized responses. Considerations for a Successful Deployment Customization and Flexibility: Tailoring the AI to fit unique processes and customer service requirements may require additional configuration or custom development to align with the company’s goals and service expectations. Ethical and Bias Concerns: AI systems can unintentionally perpetuate biases present in their training data, leading to unfair interactions. Businesses must actively identify and mitigate biases, ensuring that their AI operates fairly and equitably. This includes regularly reviewing training data for biases, implementing safeguards, and maintaining a commitment to ethical AI practices. Customer Acceptance and User Experience: Some customers may be hesitant to interact with AI or have negative perceptions of automated service. To improve acceptance, businesses should design user-friendly AI interactions, ensure transparency, and provide clear options for escalating issues to human agents. Einstein Chatbot Implementing AI agents like Salesforce’s Einstein Service Agent can significantly enhance customer service efficiency, personalization, and scalability. However, businesses must carefully navigate challenges related to data quality, change management, and maintaining trust. A thoughtful approach to AI deployment can transform customer service operations and drive 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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Data Cloud and Genpact

Data Cloud and Genpact

Genpact (NYSE: G), a global professional services and solutions firm delivering outcomes that shape the future, announced today its integration with Salesforce Data Cloud to offer AI-driven industry-specific cloud solutions to transform operations and drive competitive advantages for enterprises. Genpact’s integration with Data Cloud will solve issues associated with disconnected and unstructured data, including poor quality, accessibility, and scalability. By combining Genpact’s deep industry knowledge in consumer goods, life sciences, manufacturing, banking, and insurance, with Data Cloud, businesses can improve decision-making, optimize operations, and drive growth. “To navigate an increasingly complex business environment, business leaders must unlock the full potential of their data assets – but they can only do so if they have a more holistic view,” said Riju Vashisht, Chief Growth Officer, Genpact. “Our partnership with Salesforce combines our data, technology, and AI expertise and a global talent pool with the Salesforce Data Cloud, helping businesses break down data silos, gain real-time insights, and deliver personalized experiences at scale.” Data Cloud offers a 360-degree view of the customer every team can act on by seamlessly connecting, unifying, and activating data that lives in silos across an organization. This allows Genpact to better enable automation, analytics, and personalized engagement. Genpact has also launched a comprehensive training program for its employees on Salesforce’s Einstein AI and Data Cloud platforms to enhance skills and boost innovation to stay ahead in the AI landscape.  “Data Cloud is the platform powering organizations’ data and AI driven engagement. Data Cloud seamlessly harmonizes and unifies structured and unstructured data to deliver integrated experiences,” said Rahul Auradkar, EVP and GM, Unified Data Services and Einstein, Salesforce. “The AI revolution is about data, Data Cloud in concert with Salesforce Einstein 1 platform drives predictive and generative AI, automation, and analytics for customer engagement.” Genpact’s collaboration with Salesforce underscores the company’s commitment to delivering high-quality solutions and achieving client satisfaction within the Salesforce ecosystem. Visit here for more information about Genpact and Salesforce. About Genpact Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose – the relentless pursuit of a world that works better for people – we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and 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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Salesforce Data Cloud Pioneer

Salesforce Data Cloud Pioneer

While many organizations are still building their data platforms, Salesforce Data Cloud Pioneer has made a significant leap forward. By seamlessly incorporating metadata integration, Salesforce has transformed the modern data stack into a comprehensive application platform known as the Einstein 1 Platform. Led by Muralidhar Krishnaprasad, executive vice president of engineering at Salesforce, the Einstein 1 Platform is built on the company’s metadata framework. This platform harmonizes metadata and integrates it with AI and automation, marking a new era of data utilization. The Einstein 1 Platform: Innovations and Capabilities Salesforce’s goal with the Einstein 1 Platform is to empower all business users—salespeople, service engineers, marketers, and analysts—to access, use, and act on all their data, regardless of its location, according to Krishnaprasad. The open, extensible platform not only unlocks trapped data but also equips organizations with generative AI functionality, enabling personalized experiences for employees and customers. “Analytics is very important to know how your business is doing, but you also want to make sure all that data and insights are actionable,” Krishnaprasad said. “Our goal is to blend AI, automation, and analytics together, with the metadata layer being the secret sauce.” Salesforce Data Cloud Pioneer In a conversation with George Gilbert, senior analyst at theCUBE Research, Krishnaprasad discussed the platform’s metadata integration, open-API technology, and key features. They explored how its extensibility and interoperability enhance usability across various data formats and sources. Metadata Integration: Accommodating Any IT Environment The Einstein 1 Platform is built on Trino, the federated open-source query engine, and Spark for data processing. It offers a rich set of connectors and an open, extensible environment, enabling organizations to share data between warehouses, lake houses, and other systems. “We use a hyper-engine for sub-second response times in Tableau and other data explorations,” Krishnaprasad explained. “This in-memory overlap engine ensures efficient data processing.” The platform supports various machine learning options and allows users to integrate their own large language models. Whether using Salesforce Einstein, Databricks, Vertex, SageMaker, or other solutions, users can operate without copying data. The platform includes three levels of extensibility, enabling organizations to standardize and extend their customer journey models. Users can start with basic reference models, customize them, and then generate insights, including AI-driven insights. Finally, they can introduce their own functions or triggers to act on these insights. The platform continuously performs unification, allowing users to create different unified graphs based on their needs. “We’re a multimodal system, considering your entire customer journey,” Krishnaprasad said. “We provide flexibility at all levels of the stack to create the right experience for your business.” The Triad of AI, Automation, and Analytics The platform’s foundation ingests, harmonizes, and unifies data, resulting in a standardized metadata model that offers a 360-degree view of customer interactions. This approach unlocks siloed data, much of which is in unstructured forms like conversations, documents, emails, audio, and video. “What we’ve done with this customer 360-degree model is to use unified data to generate insights and make these accessible across application surfaces, enabling reactions to these insights,” Krishnaprasad said. “This unlocks a comprehensive customer journey.” For instance, when a customer views an ad and visits the website, salespeople know what they’re interested in, service personnel understand their concerns, and analysts have the information needed for business insights. These capabilities enhance customer engagement. “Couple this with generative AI, and we enable a lot of self-service,” Krishnaprasad added. “We aim to provide accurate answers, elevating data to create a unified model and powering a unified experience across the entire customer journey.” Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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 Workday Partnership

Salesforce Workday Partnership

Salesforce and Workday Partner to Launch AI-Powered Employee Service Agent Salesforce (NYSE: CRM), the leading AI CRM platform, and Workday, Inc. (NASDAQ: WDAY), a leader in enterprise cloud applications for finance and HR, today announced a strategic partnership to develop a new AI-powered employee service agent. This solution will enhance employee experiences by automating routine tasks, providing personalized support, and delivering data-driven insights across Salesforce and Workday platforms. A Unified Data Foundation for Enhanced Employee Services The partnership will integrate HR and financial data from Workday with CRM data from Salesforce, creating a unified data foundation. This integration will enable the development of AI-driven use cases that increase productivity, reduce costs, and improve the employee experience. A key feature will be the seamless incorporation of Workday into Slack, allowing for enhanced automation and collaboration around HR and financial records, using AI. The new AI employee service agent, built on Salesforce’s Agentforce Platform and Einstein AI, alongside Workday AI, will cater to various employee service needs, such as onboarding, health benefits management, and career development. This agent will utilize a company’s data to interact with employees in natural language, offering personalized support and executing tasks based on trusted business rules and permissions. Enhancing Employee and Customer Success “The AI opportunity lies in augmenting employees and delivering exceptional customer experiences. Our collaboration with Workday will empower businesses to create remarkable experiences using generative and autonomous AI, allowing employees to efficiently find answers, learn new skills, solve problems, and take actions.” Marc Benioff, Chair and CEO of Salesforce Carl Eschenbach, CEO of Workday, highlighted the integration’s benefits: “By combining our platforms, data, and AI capabilities, we empower customers to deliver unmatched AI-powered employee experiences, leading to happier customers and substantial business value.” Key Features of the Partnership Benefits for Employees and Employers For Employees: For Employers: Sal Companieh, Chief Digital and Information Officer at Cushman & Wakefield, noted the strategic advantage: “The integration of Workday and Salesforce will streamline workflows and deliver more personalized, AI-powered employee experiences, significantly enhancing our operational efficiency.” “The shared data foundation between Workday and Salesforce will enable these partners to deliver transformative AI capabilities, enhancing employee experiences and driving business performance.” R “Ray” Wang, CEO of Constellation Research, Inc. About Workday Workday is a leading enterprise platform that helps organizations manage their most important assets – their people and money. The Workday platform is built with AI at the core to help customers elevate people, supercharge work, and move their business forever forward. Workday is used by more than 10,500 organizations around the world and across industries – from medium-sized businesses to more than 60% of the Fortune 500. For more information about Workday, visit workday.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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Collaboration and Engagement in Slack With iOS Widgets

Collaboration and Engagement in Slack With iOS Widgets

Slack Introduces New iOS App Widgets to Enhance Engagement and Collaboration Slack has launched four new widgets for its iOS app, aimed at boosting worker engagement and facilitating collaboration. The new additions include the “Catch Up” widget, two versions of the “Status” widget, and the “Slack Launcher” widget. These tools are designed to keep employees connected and productive, regardless of their location. While the first three widgets are available for the home screen, the “Slack Launcher” widget is specifically designed for iOS lock screens, allowing users to quickly access their workflows and projects. In an announcement on X, Slack stated: “Three new Slack iOS widgets are here to make your workday a whole lot easier. Add the Catch Up widget, Status widget, and Slack Launcher widget to your device and stay in the know on the go.” These updates align with Slack’s broader goal of evolving into a comprehensive collaboration and communication platform, offering some of the most advanced features in the market. To use these new features, Slack users should update their app to the latest version. After updating, they can add the new widgets by pressing and holding their Home or Lock Screen to select and place the widgets. Detailed Overview of the Widgets Recent Developments from Slack In April, Salesforce announced the availability of Slack AI for all paying customers. Previously limited to customers on Slack Enterprise plans and available only in US and UK English, Slack AI now supports businesses of all sizes. This tool leverages conversational data to help users work more efficiently and intelligently. Updates to Slack AI include a morning digest summary, personalized search answers, advanced conversation summaries, and expanded language support. Additionally, Salesforce introduced Slack Lists, a project and task management tool integrated into the Slack platform. This feature helps teams manage projects, inbound requests, and top priorities within Slack, streamlining workflows and reducing the need to switch between different apps. Earlier this month, Slack announced plans to delete data that is over a year old for free users. Previously, free users could access data up to 90 days old, with older data being hidden but retrievable upon upgrading to a paid account. Now, Slack may delete messages and shared files older than a year, in line with its service agreement and compliance regulations. 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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