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Salesforce Einstein Archives - gettectonic.com - Page 6

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Unified Knowledge in Salesforce
05Jun

Unified Knowledge in Salesforce

A year following Salesforce’s introduction of the Einstein Trust Layer, aimed at safeguarding against the potential pitfalls of implementing Generative AI (GenAI) in enterprise settings, the discourse surrounding GenAI has remained both intriguing and cautionary. Business leaders are navigating its optimal applications to enrich customer and employee experiences. Enter Unified Knowledge in Salesforce. Unlocking the Power of Unified Knowledge The Einstein Trust Layer addressed critical concerns about GenAI, focusing on mitigating unwanted behaviors and preserving customer and corporate privacy. However, the current hurdle facing GenAI adoption pertains to data management. The efficacy of GenAI hinges on access to comprehensive and pertinent knowledge. This underscores the challenges in aggregating and accessing the right information, prompting Salesforce’s recent unveiling of Unified Knowledge in collaboration with Zoomin. This initiative aims to streamline data utilization across platforms, facilitating seamless integration of corporate data. Challenges in Data Aggregation and Preparation Enterprises typically grapple with fragmented data across various systems. Integrating disparate data formats and siloed systems poses a formidable challenge. Historically, the absence of automated systems to extract insights from unstructured data hindered effective data preparation. However, the advent of GenAI has underscored the need for advanced solutions to access extensive data repositories effortlessly. Salesforce’s partnership with Zoomin addresses this need, offering sophisticated tools to simplify data aggregation and preparation. Zoomin’s Role in Enhancing Salesforce Capabilities Zoomin’s technology facilitates integration with diverse third-party data sources, including Google Drive, AWS S3, Zendesk, and other Salesforce orgs. Beyond integration, Zoomin streamlines data preparation and integration processes, fostering a structured approach to managing unstructured data. Standardization through Taxonomy: Zoomin categorizes data into a hierarchical structure, enabling organizations to standardize content classification. This taxonomy is instrumental in aiding GenAI’s comprehension and retrieval of relevant information. Enhanced Search and Filtering: Tags and facets defined in the taxonomy facilitate refined searches, enhancing accessibility to specific content based on various parameters. Automated Categorization and Syncing: Zoomin’s auto-categorization features automate document classification according to the defined taxonomy. This ensures data remains current and organized within Salesforce’s ecosystem. Zoomin’s technology alleviates manual data preparation efforts through features like content tagging, auto-categorization, and seamless syncing with Salesforce Knowledge. For instance, technical manuals stored in Google Drive are automatically categorized, tagged, and synced with relevant sections in Salesforce Knowledge, ensuring quick access to accurate information. Unlocking the Power of Unified Knowledge Salesforce and Zoomin’s collaboration exemplifies efforts to harness distributed knowledge resources effectively. Unified Knowledge, currently in open Beta, is set to enhance GenAI capabilities and streamline data management. However, knowledgeable employees are essential for initial tagging to ensure accuracy. This approach ensures precise information delivery, enhancing the intelligence and responsiveness of GenAI-driven service platforms. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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June 5, 2024in Salesforce, Unified Knowledge
AI Outage
04Jun

AI Outage

Unlike the recent mobile device network outage recently, where affected users were screaming fowl within minutes, AI experienced an outage today and you probably didn’t even know about it. AI Outage with three systems down simultaneously. Following a prolonged outage in the early morning hours, OpenAI’s ChatGPT chatbot experienced another disruption, but this time, it wasn’t alone. On Tuesday morning, both Anthropic’s Claude and Perplexity also encountered issues, albeit these were swiftly resolved compared to ChatGPT’s downtime. ChatGPT had seemingly recovered from what OpenAI described as a “major outage” earlier today, which hit millions of users worldwide. As of 3PM ET, the generative AI platform reported “All Systems Operational.” Reports indicate that Google’s Gemini was operational, although there were some user claims suggesting it might have briefly experienced downtime as well. The simultaneous outage of three major AI providers is uncommon and could suggest a broader infrastructure issue or a problem at an internet-scale level, akin to the outages affecting multiple social media platforms concurrently. Alternatively, the issues faced by Claude and Perplexity might have been a result of an overwhelming surge in traffic following ChatGPT’s outage, rather than inherent bugs or technical glitches. What has happened to all the AI platforms? An unknown glitch has affected the activity of most of the chatbots based on generative artificial intelligence (GenAI) on Tuesday, led by OpenAI’s ChatGPT and Google’s Gemini. What has happened to all the AI platforms? An unknown glitch has affected the activity of most of the chatbots based on generative artificial intelligence (GenAI) on Tuesday, led by OpenAI’s ChatGPT and Google’s Gemini. Although they have not yet reached the status of critical services such as a search engine, email or an instant messaging application, the scope of use of AI platforms is on a steady rise, for private use, work or studies. During ChatGPT’s outage, users were unable to message the AI chatbot from its landing page. The disruption began at approximately 7:33 AM PT and was resolved around 10:17 AM PT, marking another instance of multi-hour downtime. Like1 Related Posts 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 Alphabet Soup of Cloud Terminology As with any technology, the cloud brings its own alphabet soup of terms. This insight will hopefully help you navigate Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more

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June 4, 2024in Salesforce Einstein

AI Agents

Lessons Learned in the First Year of Developing AI Agents In the first year of working on AI agents, valuable insights emerged from direct collaboration with engineers and UX designers, as they iterated on the overall product experience. The objective was to create a platform for customers to use standard data analysis agents and build custom agents tailored to specific tasks and data structures relevant to their business. This platform integrates connectors to databases like Snowflake and BigQuery with built-in security, supports RAG over a metadata layer describing database contents, and facilitates data analysis through SQL, Python, and data visualization tools. Feedback on the effectiveness of these developments came from both internal evaluations and customer insights. Users from Fortune 500 companies utilize these agents daily to analyze their internal data. Key Insights on AI Agents Additional Insights Further insights on code and infrastructure include: These lessons underscore the importance of focusing on reasoning, iterative improvements to the agent-computer interface, understanding model limitations, and building robust supporting infrastructure to enhance AI agent performance and user satisfaction. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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June 4, 2024in Salesforce Einstein
Is AI a Bubble?
02Jun

Is AI a Bubble?

Scott Galloway, Prof Marketing, NYU Stern • Host, CNN+ • Pivot, Prof G Podcasts • Bestselling author, The Four, The Algebra of Happiness, Post Corona, published an insightful look at artificial intelligence last month. Originally appearing in Medium.com Content repurposed with credit to author here. Five years ago, Nvidia was a second-tier semiconductor company, primarily known for enhancing the resolution of Call of Duty. Today, it is the third-most-valuable company globally, commanding an impressive 80% share in AI chips, the processors driving an unprecedented $8 trillion value creation in history. Since the release of ChatGPT by OpenAI in October 2022, Nvidia’s value has surged by $2 trillion, equating to Amazon’s market worth. Last week, Nvidia reported exceptional quarterly earnings, with its core business of selling chips to data centers experiencing a 427% year-over-year increase. Last year, at Cannes, Jensen Huang introduced himself to author, Scott Galloway, mentioning his admiration for Galloway’s videos. Not recognizing Huang, Galloway offered to take a photo, which Huang accepted before Galloway continued on his way. Since then, Nvidia has added $1.3 trillion in value. Galloway, on the other hand, underwent Ketamine therapy, abstained from drinking for 17 days, and installed a router with YouTube’s help. It’s been a significant year for both. There is widespread consensus on the revolutionary potential of the AI market, which explains the soaring AI stock prices. However, this unanimity raises concerns about a potential bubble. According to Scott Galloway, the situation mirrors the 1630s tulip mania, where people bid up tulips not for their beauty or utility but because they believed they could sell them at higher prices later—a phenomenon known as the “greater fool” theory. This logic also applies to meme stocks, which embody the “greatest fool” theory. Galloway advises skepticism toward any movement urging people to “stick it to the man,” as it often leaves them vulnerable. Galloway describes the dynamics of economy-distorting bubbles, where speculative psychology meets genuine economic potential. Such bubbles grow as increasing stock prices validate assumptions, attracting more speculators. Low-interest rates can fuel these bubbles, which typically have an enduring technology at their core. He draws parallels to previous bubbles: the dot-com bubble, the housing market bubble, and the cryptocurrency bubble, noting that AI appears to follow a similar trajectory. The financial media often debates whether AI represents a bubble or a genuine technological breakthrough. Galloway argues that AI’s economic promise is real, making a bubble inevitable. He cites the rapid increase in market value among AI-driven companies like Alphabet, Amazon, and Microsoft as indicative of an overvaluation bubble. Nvidia, the standout in the AI sector, faces the challenge of maintaining its valuation by dominating another market as significant as AI. Galloway highlights that the current narrative around Nvidia resembles that of Cisco during the dot-com bubble. Both companies were seen as essential investments in their respective eras, but Cisco’s stock eventually crashed along with the broader market. Timing a bubble’s burst is notoriously difficult. Galloway recounts how past investors, like John Paulson and Michael Burry, timed their bets on housing correctly, but others, like Julian Robertson and George Soros, faced significant losses by mistiming the dot-com bubble. He emphasizes that most people cannot predict market turns accurately and advises diversification and caution. Galloway speculates on how an AI market downturn might occur. A significant non-tech company scaling back its AI investments could trigger a chain reaction of declining stock prices and speculative sell-offs. This scenario mirrors the dot-com bubble’s collapse in 2000 and the housing bubble’s burst in 2007. He concludes that while the AI bubble feels more akin to the dot-com bubble than the housing crisis, its growing size could have broader economic repercussions. The AI bubble’s eventual deflation might resemble Cisco’s post-dot-com trajectory, where long-term value persists despite short-term losses. Ultimately, Nvidia’s current status as a “safe” investment suggests that it might offer returns aligned with the market, rather than the spectacular gains of past tech giants like Amazon. Scott Galloway encapsulates this analysis with a warning: when a “sure thing” stock becomes frothy, it is no longer a safe bet. Investors should be prepared for both the potential risks and rewards, securing their metaphorical tray tables as they navigate the turbulent AI investment landscape . Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, 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 2, 2024in Salesforce Einstein
RAG Chunking Method
01Jun

RAG Chunking Method

Enhancing Retrieval-Augmented Generation (RAG) Systems with Topic-Based Document Segmentation Dividing large documents into smaller, meaningful parts is crucial for the performance of Retrieval-Augmented Generation (RAG) systems. RAG Chunking Method. These systems benefit from frameworks that offer multiple document-splitting options. This Tectonic insight introduces an innovative approach that identifies topic changes using sentence embeddings, improving the subdivision process to create coherent topic-based sections. RAG Systems: An Overview A Retrieval-Augmented Generation (RAG) system combines retrieval-based and generation-based models to enhance output quality and relevance. It first retrieves relevant information from a large dataset based on an input query, then uses a transformer-based language model to generate a coherent and contextually appropriate response. This hybrid approach is particularly effective in complex or knowledge-intensive tasks. Standard Document Splitting Options Before diving into the new approach, let’s explore some standard document splitting methods using the LangChain framework, known for its robust support of various natural language processing (NLP) tasks. LangChain Framework: LangChain assists developers in applying large language models across NLP tasks, including document splitting. Here are key splitting methods available: Introducing a New Approach: Topic-Based Segmentation Segmenting large-scale documents into coherent topic-based sections poses significant challenges. Traditional methods often fail to detect subtle topic shifts accurately. This innovative approach, presented at the International Conference on Artificial Intelligence, Computer, Data Sciences, and Applications (ACDSA 2024), addresses this issue using sentence embeddings. The Core Challenge Large documents often contain multiple topics. Conventional segmentation techniques struggle to identify precise topic transitions, leading to fragmented or overlapping sections. This method leverages Sentence-BERT (SBERT) to generate embeddings for individual sentences, which reflect changes in the vector space as topics shift. Approach Breakdown 1. Using Sentence Embeddings: 2. Calculating Gap Scores: 3. Smoothing: 4. Boundary Detection: 5. Clustering Segments: Algorithm Pseudocode Gap Score Calculation: pythonCopy code# Example pseudocode for gap score calculation def calculate_gap_scores(sentences, n): embeddings = [sbert.encode(sentence) for sentence in sentences] gap_scores = [] for i in range(len(sentences) – n): before = embeddings[i:i+n] after = embeddings[i+n:i+2*n] score = cosine_similarity(before, after) gap_scores.append(score) return gap_scores Gap Score Smoothing: pythonCopy code# Example pseudocode for smoothing gap scores def smooth_gap_scores(gap_scores, k): smoothed_scores = [] for i in range(len(gap_scores)): start = max(0, i – k) end = min(len(gap_scores), i + k + 1) smoothed_score = sum(gap_scores[start:end]) / (end – start) smoothed_scores.append(smoothed_score) return smoothed_scores Boundary Detection: pythonCopy code# Example pseudocode for boundary detection def detect_boundaries(smoothed_scores, c): boundaries = [] mean_score = sum(smoothed_scores) / len(smoothed_scores) std_dev = (sum((x – mean_score) ** 2 for x in smoothed_scores) / len(smoothed_scores)) ** 0.5 for i, score in enumerate(smoothed_scores): if score < mean_score – c * std_dev: boundaries.append(i) return boundaries Future Directions Potential areas for further research include: Conclusion This method combines traditional principles with advanced sentence embeddings, leveraging SBERT and sophisticated smoothing and clustering techniques. This approach offers a robust and efficient solution for accurate topic modeling in large documents, enhancing the performance of RAG systems by providing coherent and contextually relevant text sections. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, 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 1, 2024in Salesforce Einstein
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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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May 30, 2024in Einstein 1 Platform, Generative AI, Hyperforce, Salesforce, Salesforce Data Cloud, Salesforce Einstein, Snowflake
Did Google Dethrone ChatGPT
30May

Did Google Dethrone ChatGPT?

Google’s Bard has emerged as a contender in the realm of large language models (LLMs), sparking speculation about its potential to outshine OpenAI’s ChatGPT. This insight explores the validity of this claim and examines the tests and factors that could determine the ultimate victor in this ongoing AI rivalry. Did Google Dethrone ChatGPT? Google’s Gemini 1.5 Pro is a generational leap in terms of Multimodal Large Language Models, or MLLMs, much like GPT-4 was to LLMs back in March 2023. Did Google Dethrone ChatGPT? While initial rumors of Bard’s “dethronement” of ChatGPT surfaced from a single LinkedIn post in February 2024, substantial evidence is required to substantiate such claims. Let’s determine the potential battleground: The Testing Grounds: There’s no singular, universally recognized benchmark for evaluating LLMs. Here are some areas where Google and OpenAI may showcase their AI prowess: Generative Text Quality: Can the LLM generate various creative text formats—such as poems, code, scripts, and emails—while maintaining coherence and factual accuracy? Question Answering: How effectively can the LLM respond to open-ended, challenging, or unconventional questions, drawing on its knowledge base? Following Instructions: Can the LLM adhere to complex instructions and perform tasks requiring multi-step reasoning? Bias Mitigation: Does the LLM demonstrate impartiality in its responses, or does it exhibit traces of prejudice or social stereotypes? Beyond the Tests: While test results offer insights into LLM capabilities, other factors influence their overall impact: Accessibility: How easily can the LLM be accessed by the public? Is there a user-friendly interface or developer API? Real-World Applications: How seamlessly can the LLM be integrated into practical applications like chatbots, virtual assistants, or educational tools? Continuous Learning: How adeptly does the LLM adapt and enhance its performance over time, incorporating new data and user feedback? The Current Landscape: Declaring a definitive winner is challenging. Bard and ChatGPT excel in different domains. Here’s a speculative analysis: Generative Text Quality: Bard may have a slight advantage, leveraging Google’s extensive dataset. Question Answering: ChatGPT might excel in responding to open-ended queries with creativity, while Bard may prioritize factual accuracy. Following Instructions & Bias Mitigation: Both LLMs are continually refining their capabilities in these areas. The Future of LLMs: The landscape of LLMs is dynamic, with Google and OpenAI poised to make significant advancements. Anticipated developments include: Focus on Explainability: Efforts to understand the reasoning behind LLM responses to foster transparency and trust. Bias Mitigation: Strategies to address bias in LLMs for fairer and more inclusive interactions. Specialized LLMs: Development of domain-specific LLMs tailored to fields like medicine or law. Is Google AI better than ChatGPT? Gemini offers a better user experience, with more imagery and website links. Gemini Advanced generates better AI images than ChatGPT Plus. Gemini responses were often set out in a more readable format than ChatGPT’s responses. Gemini was better at generating spreadsheet formulas than ChatGPT. How is Bard better than ChatGPT? Bard has real-time access to the internet through Google Search, allowing it to incorporate the latest information and news into its responses. Trained on a static dataset not updated since 2021, however, ChatGPT can only access external information through plugins, and this functionality is limited. Is Google nervous about ChatGPT? It’s that the technology represents everything Google was afraid artificial intelligence would become. If ChatGPT runs rampant, the search giant fears it could ruin AI adoption for everyone. Since going viral, ChatGPT has demonstrated how generative AI can be user-friendly, practical, and productive. The narrative of ChatGPT’s dethronement may be premature. Bard and ChatGPT are evolving entities, and the ultimate victor will be determined by their ability to navigate future challenges and opportunities. As these LLMs progress, users stand to benefit from access to increasingly sophisticated and beneficial AI tools. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, 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 Generative AI, Salesforce Einstein
AI in Marketing
29May

AI in Marketing

John Dutton recently posted in his blog about AI “representatives” who talk to you. It’s an interesting look into the “creep” factor potentially in artificial intelligence and certainly provides plenty of food for thought on robots and AI in marketing. Read it here. Summarized below. When the media or the internet shares a look at this wierd generated image talking, its easy to spot. When not flagged, it is getting a little harder to know for sure-is it real or is it Memorex. Unveiling AI in Ukraine Last week, Ukraine’s Ministry of Foreign Affairs introduced Victoriya Shi, a “digital representative” and AI-produced avatar. Shi delivers official statements in videos shared on the Ministry’s online social channels. According to Ukrainian Foreign Minister Dmytro Kuleba, Shi was created to “save time and resources” for diplomats. Given the ongoing conflict in Ukraine, this rationale seems reasonable. However, the introduction of such an AI avatar raises questions about the future and the potential for dystopian developments. A key concern is the ease of deepfaking an already artificial persona. This challenge has been addressed by the MFA through a smart yet simple solution: a QR code in the corner of each video that directs viewers to the official text version of the announcement on the Ministry’s website. It’s worth noting that the official statements themselves are not AI-generated, which could set a worrying precedent. While the Ukrainian version’s reception is unknown, the English version of Victoriya Shi struggles to escape the “uncanny valley” of artificial humans. Her sign-off, “I look forward to our fruitful cooperation,” has an eerie, robotic undertone. This unsettling impression might not be entirely negative. Navigating the Age of AI We are deeply entrenched in the Age of AI, where trust has become a scarce commodity. The concept of “fake news” emerged well before generative AI, gaining prominence in late 2016 with the rise of certain political figures. A search on Google Trends reveals the sudden spike in terms like “fake news” and “post-truth” during that period. With AI’s potential to create convincing deepfakes, the challenge of distinguishing real from fake is intensifying. A recent incident in Hong Kong saw an employee deceived by an AI-generated video, leading to a $25 million fraud. This highlights the need for secure credentialing, especially in large organizations and potential metaverse meetings. However, in-person meetings remain immune to such digital deceptions. AI’s Role in Authenticity Ironically, AI might help combat its own deceptions. OpenAI’s recent collaboration with the Coalition for Content Provenance and Authenticity (C2PA) aims to develop tools for identifying AI-generated content. As deepfakes become more sophisticated, the absence of C2PA authentication could become a red flag. If this leads to a heightened skepticism towards digital media, it might not be entirely negative. AI could bolster our defenses against scams, encouraging a healthy suspicion of the digital content we consume. The Balance of Authenticity and Truth The distinction between authenticity and truth is crucial. A government-created AI avatar can be fake in its artificiality but still deliver authentic, official statements. As generative AI advances, we must fine-tune our skepticism. Victoriya Shi’s name reflects Ukraine’s hope for “victory” and the integration of AI (“Shi” in Ukrainian). The war may ultimately hinge on intelligent tech use rather than sheer military might. Update and Reflections Following the newsletter’s release, it was revealed that WPP, the world’s largest ad agency network, nearly fell victim to a deepfake scam, with the CEO’s voice being replicated by AI. The Dystopia/Utopia Dichotomy The generative AI revolution has begun, and its trajectory could lead to either a utopian or dystopian future. My novel, “2084,” explores a world where life appears superficially perfect, masking underlying issues. Artistic AI Innovations One of my book’s main characters is a sculptor, a profession I initially believed immune to AI. However, Monumental Labs, founded in 2022, uses “sensors and AI” to produce sculptures at a fraction of traditional costs. This reality mirrors the AI-driven world imagined in “2084.” Genetic Modifications and Luxury Fresh Del Monte’s Rubyglow® pineapple, an ultra-premium, genetically modified fruit, exemplifies the future of designer foods. My novel envisions similar advancements with patented food items and drone-pollinated plants. The Challenger Mindset Adam Morgan, an expert in the challenger brand mindset, emphasizes the importance of maintaining a challenger attitude regardless of market position. Companies like Netflix exemplify this, adapting and thriving in a competitive landscape by retaining a challenger’s drive. The Right to Repair and Brand Identity The US Government Accountability Office highlights the “softwareification” of cars, making independent repairs difficult. Similarly, Apple’s restrictive policies on iPhone repairs underline the broader trend of manufacturers controlling repair markets. Cult of Brand Identity The Gray Area podcast discusses how modern consumers interact with brands, focusing on identity over product quality. This shift underscores the evolving landscape of commercial competition and consumer behavior. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, 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 Alphabet Soup of Cloud Terminology As with any technology, the cloud brings its own alphabet soup of terms. This insight will hopefully help you navigate Read more

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May 29, 2024in Generative AI, Salesforce Einstein
Securing SaaS
26May

Securing SaaS

Obsidian Security recently discussed the complexity of enforcing Single Sign-On (SSO) within Salesforce and frequently encountering misconfigurations. Notably, 60% of Obsidian’s customers initially have local access without Multi-Factor Authentication (MFA) configured for Salesforce, highlighting a significant security gap that Obsidian diligently works to secure. Securing SaaS. The Hidden Vulnerability Application owners who manage Salesforce daily often remain unaware of this misconfiguration. Despite their deep knowledge of Salesforce management, local access without MFA presents an overlooked vulnerability. This situation raises concerns about the security of other SaaS applications, especially those without developed expertise or knowledge. If you have concerns about your configuration, Tectonic can help. Attacker Focus and Trends Attackers have historically targeted the Identity Provider (IdP) space, focusing on providers like Okta, Microsoft Entra, and Ping. This strategy offers maximal impact, as compromising an IdP grants broad access across multiple applications. Developing expertise to breach a few IdPs is more efficient than learning the diverse local access pathways of numerous SaaS vendors. Over the past 12 months, nearly 100% of the breaches that required Obsidian’s intervention through CrowdStrike or other incident response partners were IdP-focused. Notably, 70% of these breaches involved subverting MFA, often through methods like SIM swapping. In instances where local access bypasses the IdP, 95% of the time it lacks MFA. Recent discussions around Snowflake have brought attention to “shadow authentication,” defined as unsanctioned means to authenticate a user within an application. Obsidian Security has observed an increase in brute force attacks against SaaS applications via local access pathways over the last two weeks, indicating a growing awareness of this attack vector. Future Expectations Attackers continually seek easy and efficient pathways. Over the next 12 months, local access or shadow authentication is expected to become a major attack vector. Organizations must proactively secure these pathways as attackers shift their focus. What You Can Do How Obsidian Helps Salesforce Security partners offers robust solutions to address these challenges: By leveraging partner capabilities, organizations can enhance their security posture, protecting against evolving threats targeting local access and shadow authentication. The post “The Growing Importance of Securing Local Access in SaaS Applications” appeared first on Obsidian Security. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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May 26, 2024in Salesforce, Salesforce Einstein, Snowflake
Einstein Generative AI Added to Service Cloud
24May

Einstein Generative AI Added to Service Cloud

Salesforce to Enhance Service Cloud with New AI Tools and Broaden Automated Customer Conversations Salesforce is set to roll out more Einstein 1 generative AI tools for Service Cloud users in June and October. But the big news? More places to deploy automated customer conversations are on the way. Unified Conversations for WhatsApp and Line Yesterday, Salesforce unveiled Unified Conversations for WhatsApp. This feature automates bot responses to customer queries related to targeted marketing messages on the popular messaging app. And that’s not all—later this year, Salesforce plans to support Line, the widely used messaging app in Japan. These services leverage Salesforce’s Einstein 1 generative AI platform. The bots aggregate structured and unstructured CRM, product, service, and other data via Salesforce Data Cloud to generate personalized responses. The new features allow these conversations to be routed to the channels where a Salesforce user’s customers are most active online. Expanding Channel Support Salesforce also plans to introduce a “bring your own channel” connector to support digital channels not natively covered by the platform. Think TikTok, Discord, and South Korea’s KakaoTalk, said Ryan Nichols, chief product officer for Salesforce Service Cloud. “It’s about getting data from all your conversations with customers from Service Cloud into Data Cloud and using that to not just do a great job of delivering customer service, but actually growing your business,” Nichols explained. Conversation Mining and Revenue Opportunities Salesforce Einstein Conversation Mining, currently in beta, aggregates conversations across customer channels to surface insights on the topics where customers need help. The goal is to turn inbound customer service from a cost center into a revenue center—a dream that speakers and vendors at conferences like Dreamforce and ICMI have been floating for years. Traditionally, performance metrics such as time-to-answer and hold-time reduction have pushed agents to minimize call durations. However, the integration of generative AI could transform this dynamic. Constellation Research analyst Liz Miller, who has previously been skeptical, now sees generative AI as a potential game-changer. Armed with data, bots, and their copilot counterparts, agents could save time and access the right information to up-sell customers during service engagements. Nichols hinted that Salesforce is working on up-sell automation features for contact center service bots, which might be unveiled later this year. A Leap Forward for Contact Centers Copilot-type technologies for contact centers could be the breakthrough needed to enable human agents to generate revenue during service interactions. “Contact center leaders have been trying to etch out a space of strategic importance for themselves in the business that isn’t just ‘how do we get angry people off the phone?’” Miller said. Einstein Generative AI Added to Service Cloud Generative AI tools can eliminate the mundane, repetitive tasks that consume much of contact center agents’ time. Miller added, “If they no longer had to summarize the call, and they could actually go to the next call? [Generating revenue] sounds really big, and it sounds really ridiculous, but if we took all the garbage off of these people’s plates that no one wants to do, we give them an awful lot of time to actually be better mouthpieces for their organizations.” In short, Salesforce is gearing up to transform customer service into a more efficient, revenue-generating machine with a little help from generative AI. And who knows, maybe your next customer service bot will be better at upselling you than your favorite barista. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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May 24, 2024in Einstein Insights, Salesforce Einstein, Salesforce Service Cloud
salesforce unified knowledge
23May

Unified Knowledge to Salesforce Service Agents

Salesforce Introduces Unified Knowledge to Enhance Service Agent Intelligence Salesforce has unveiled Unified Knowledge, a new solution designed to enrich service agents’ ability to resolve customer inquiries. By aggregating information from third-party sources and integrating it into Salesforce, Unified Knowledge complements the data already available in Salesforce’s Data Cloud, creating a more comprehensive knowledge base for service agents. Within Salesforce Service Cloud, Einstein for Service leverages AI to provide service agents with real-time information when addressing customer queries. Previously, this information was drawn from Data Cloud. Now, with Unified Knowledge, data from sources such as SharePoint, Confluence, Google Drive, and brand websites is incorporated, further enhancing the breadth of information available to agents. Expanding Beyond Service Cloud While Service Cloud is the primary use case for Unified Knowledge, the solution is also designed to integrate with other Salesforce platforms, including Sales Cloud, Field Service, Health Cloud, and Financial Services Cloud. Developed in collaboration with Zoomin Software, Unified Knowledge allows for greater cross-platform data accessibility and more efficient workflows across various service touchpoints. Why It Matters While the exact reasoning behind Salesforce’s decision to create a separate data channel for Unified Knowledge, rather than consolidating everything into Data Cloud, remains somewhat unclear, the broader availability of data to service agents could enhance service quality and efficiency. At its core, Unified Knowledge uses generative AI to provide dynamic, context-aware responses to agent and customer queries. Key features of the solution include: With these advancements, Unified Knowledge brings generative AI capabilities into the hands of service agents and workers, allowing for quicker, more accurate decision-making and enhanced customer interactions. The Unified Knowledge feature offers significant potential in revolutionizing how companies provide customer support by improving access to critical data from a wide array of sources, ultimately leading to more informed, efficient, and personalized service. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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May 23, 2024in Data, Generative AI, Google, Salesforce, Salesforce Service Cloud, Unified Knowledge
Generative AI and Service Cloud
23May

Generative AI and Service Cloud

Salesforce Service Cloud users are set to receive more Einstein 1 generative AI tools in June and October. A key development is the expansion of automated customer conversations across more sales and marketing platforms. Generative AI and Service Cloud family of tools is growing. This insight aims to uncover the numerous use cases of generative AI in the modern contact center. We’ll help you understand how generative AI can fast track your contact center’s efficiency, improve data analysis capabilities, streamline QA and coaching processes, and make customers’ experiences better. Today, Salesforce launched Unified Conversations for WhatsApp, which automates bot responses to customer inquiries related to targeted marketing messages on the popular messaging app. Additionally, Salesforce plans to extend support to Line, a messaging app popular in Japan, later this year. These services are built on Salesforce’s Einstein 1 generative AI platform. The platform’s bots aggregate structured and unstructured CRM, product, service, and other data through Salesforce Data Cloud to generate personalized responses. These new features enable conversations to be routed to the digital channels where a Salesforce user’s customers are the most active. And to move omnichannel as customers needs change. Salesforce is also introducing a “bring your own channel” connector to support digital channels not natively covered by the platform. Current examples might include TikTok, Discord, and South Korea’s KakaoTalk, according to Ryan Nichols, Chief Product Officer for Salesforce Service Cloud. Generative AI and Service Cloud “It’s about getting data from all your conversations with customers from Service Cloud into Data Cloud and using that to not just deliver excellent customer service, but also grow your business,” Nichols said. Salesforce Einstein Conversation Mining, a Service Cloud feature currently in beta, aggregates conversations across customer channels to surface insights on the topics customers need help with. This aims to turn inbound customer service from a cost center into a revenue center, a goal long pursued at conferences like Dreamforce and ICMI. This massive change drives more than revenue, it drives ROI. Performance metrics such as time-to-answer and hold-time reduction have traditionally pressured agents to minimize call duration to retain their jobs. Now Salesforce is going to help them. While some skeptics question if generative AI can achieve this ambitious goal, Constellation Research analyst Liz Miller suggests it might be possible. Having previously managed a contact center herself, Miller recognizes the transformative potential of generative AI. With the aid of data, bots, and copilot counterparts assisting humans, agents could save time and access the right information to upsell customers during service engagements. Here are some of the ways Generative AI will change customer service forever. 1. Monitor and Ensure Compliance Maintaining compliance is crucial for fostering customer trust, preserving a positive brand image, and avoiding hefty privacy and compliance fines. In a contact center, compliance mistakes can quickly escalate into costly lawsuits and revenue losses. Generative AI allows your compliance team to proactively manage compliance by quickly identifying trends and addressing issues in real time. Instead of waiting for a compliance issue to escalate, you can fine-tune your AI model to provide compliance insights whenever necessary. For instance, you can ask: This approach offers more comprehensive insights than scorecards, which often lack context and accuracy. Generative AI’s analytical capabilities provide actionable insights to improve compliance across your contact center. 2. Get Insights About Your Call Center Performance at a Glance Generative AI language models make it easier than ever to gain insights into your contact center’s performance. Simply ask the model for the information you need. For example, you can inquire about the real-time average handling time (AHT) by asking, “What is the average handling time today?” But that’s just the beginning. With an advanced language model, you can compare metrics across different quarters or generate ideas for coaching plans by asking for each agent‘s strengths and weaknesses and suggestions for improvement. 3. Automate Post-Call Work Generative AI assistants can act as real-time notetakers, summarizing 100% of calls and freeing agents from manual note-taking. This automation makes after-call work effortless, generating comprehensive and compliant notes with a single click. 4. Capture Coachable Moments Easily Incorporating real-world coachable moments into your sessions is essential for tangible performance improvements. Generative AI can identify areas where agents typically struggle without requiring hours of call listening and note-checking. Traditional methods mean compromising on the specificity of coaching due to time constraints, especially when managing large teams. Generative AI solutions, however, enable call center managers to obtain detailed insights about each agent’s performance quickly. This allows for personalized coaching plans that address individual shortcomings efficiently. You can ask: 5. Improve Decision Making With Efficient Root-Cause Analysis Effective decision-making can transform your contact center. However, many managers struggle to identify the root causes of performance issues. Generative AI algorithms can analyze vast amounts of data and customer interactions, uncovering patterns and trends in customer and agent behavior. These insights help pinpoint the issues most impacting performance and customer satisfaction, allowing you to make informed decisions. The process is nearly fully automated, freeing your team from time-consuming data collection tasks. 6. Reduce Manual Work and Focus on Improvement Improving contact center performance requires extensive data, which is resource-intensive to collect manually. Generative AI simplifies this by analyzing customer interactions and providing actionable insights on demand. This saves time and money, allowing you to focus on improvements that deliver a higher ROI. 7. Scale What Works Discovering and scaling best practices is essential for team-wide success. Generative AI and Natural Language Processing (NLP) models can analyze customer interactions to identify effective strategies and coaching opportunities. For example, if a representative handles challenging situations well, AI can generate tips for other team members based on these successful interactions. Generative AI can identify top-performing agents and analyze their calls to extract best practices, providing a more comprehensive approach than focusing on a single agent. Queries you might use include: 8. Generate Agent Scripts Generative AI enables you to draft and fine-tune agent scripts for various customer interactions. Instead of relying

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May 23, 2024in Generative AI, Salesforce Data Cloud, Salesforce Einstein, Salesforce Service Cloud
Connections and State of AI
21May

Connections and State of AI

Salesforce Unveils Latest State of Marketing Study Ahead of Annual Connections Conference CHICAGO, May 21, 2024 – As Salesforce gears up for its annual Connections marketing and commerce conference, the company has released the ninth edition of its State of Marketing study. This year’s conference, themed around AI, marketing, and commerce, sets the stage for a deep dive into the future of these interconnected fields. AI Takes Center Stage: The study, drawing insights from over 4,800 marketers across 29 countries, reveals that AI is both the top implementation priority and the biggest challenge for marketers in the coming year. An impressive 63% of marketers currently use generative AI, with an additional 35% planning to adopt the technology within the next 18 months. Key AI applications identified include automating customer interactions, generating content, analyzing performance, automating data integration, and driving real-time best offers. Regional Variations: While AI is a global priority, regional differences are notable. In the US, AI implementation ranks second to improving ROI/attribution, whereas in the UK, it doesn’t even make the top five priorities. Despite these differences, both US and UK marketers cite AI implementation as their third greatest challenge. Countries prioritizing AI include South Korea, UAE, Argentina, Germany, Italy, Japan, Poland, Portugal, and Spain. Interestingly, AI does not feature in the top five priorities for India and Singapore. Challenges in AI Implementation: Across the board, data exposure and leakage are the top concerns related to generative AI, followed by a lack of necessary data, unclear strategy or use cases, fear of inaccurate outputs, and concerns about copyright/IP issues. These challenges vary by industry. For instance, government and media/entertainment sectors worry about AI job displacement, while other sectors focus on biases, brand adherence, and general distrust of AI. Data Integration Struggles: Marketers use an average of nine different tactics to capture customer data, including customer service interactions (88%), transaction data (82%), mobile apps (82%), web registrations (82%), and loyalty programs (80%). However, integrating this data into a unified system remains a significant challenge. Only 31% of marketers are fully satisfied with their ability to unify customer data, and many still rely on IT support for basic marketing tasks. The Personalization Paradox: Despite technological advances, fewer than six in 10 marketers can fully personalize familiar channels like email and mobile messaging. This gap highlights the ongoing struggle to meet rising customer expectations for personalized experiences. Steve Hammond, EVP and GM of Marketing Cloud at Salesforce, emphasizes the importance of personalization at scale: “Customers want to feel like they’re more than just a number. They want relevant experiences that create relationships. But personalization is still a challenge, especially at massive scale.” Looking Ahead: The findings from the State of Marketing study will undoubtedly fuel discussions at Connections. While the potential of AI is exciting, the need for a solid data foundation is critical for realizing its benefits. As the conference unfolds, diginomica’s Jon Reed will be on the ground in Chicago, providing updates on key insights and discussions. About Salesforce: Salesforce is the leading AI CRM, empowering companies to connect with their customers through a unified platform that combines CRM, AI, data, and trust. For more information, visit www.salesforce.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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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May 21, 2024in Salesforce, Salesforce Einstein
Salesforce Summer 24 Service Release
20May

Salesforce Summer 24 Service Release

Service Salesforce Summer 24 Service Release. Check out new features that enable customer service agents to work faster and more productively across customer service channels. Salesforce Summer 24 Service Release 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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May 20, 2024in Salesforce Service Cloud, Unified Knowledge

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