AI Readiness in Salesforce
This new capability simplifies data management, empowering teams to focus on deriving insights rather than wrestling with data silos.
This new capability simplifies data management, empowering teams to focus on deriving insights rather than wrestling with data silos.
Empowering AI Agents with Real-Time Data: MuleSoft’s Full Lifecycle AsyncAPI Support MuleSoft has officially launched full lifecycle AsyncAPI support, providing organizations with the tools to connect real-time data to AI agents via event-driven architectures (EDAs). This integration empowers businesses to deploy AI agents that can autonomously act on dynamic, real-time events across various operations. MuleSoft Empowering AI Agents. AI Agents in Action with AsyncAPI The integration of Agentforce, Salesforce’s AI agent suite, with AsyncAPI takes automation to a new level. By utilizing real-time data streams, businesses can create AI agents capable of immediate, autonomous decision-making. Why AsyncAPI Matters Event-driven architectures are critical for real-time data processing, yet 43% of IT leaders struggle to integrate existing systems with their EDAs. AsyncAPI provides a scalable, standardized way to connect applications and AI agents, overcoming these challenges. Key Features of MuleSoft’s AsyncAPI Support Why It’s a Game-Changer for AI Agents AsyncAPI integration enables AI agents to function asynchronously within EDAs, meaning they can process tasks without waiting for updates. For example: Driving Innovation Across Industries Organizations in sectors like retail, IT, and financial services can leverage these capabilities: Expert Insights Andrew Comstock, VP of Product, Integration at Salesforce:“AI is reshaping how we think about modern architectures, but connectivity remains foundational. By supporting AsyncAPI, we’re empowering businesses to build event-driven, autonomous systems on a flexible and robust platform.” Maksim Kogan, Solution Architect, OBI Group Holding:“Integrating AsyncAPI into Anypoint Platform simplifies the developer experience and increases resilience, enabling real-time services that directly enhance customer satisfaction.” Availability MuleSoft’s full lifecycle AsyncAPI support is now available via the Anypoint Platform, with compatibility for Kafka, Solace, Anypoint MQ, and Salesforce Platform Events. Tools like Anypoint Code Builder and Anypoint Exchange further streamline the development process. MuleSoft Empowering AI Agents With full AsyncAPI support, MuleSoft unlocks the potential for AI agents to operate seamlessly within real-time event-driven systems. From improving customer experiences to enhancing operational efficiency, this innovation positions businesses to thrive in today’s fast-paced digital landscape. Learn more about empowering your AI agents with MuleSoft’s AsyncAPI capabilities today. 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
Salesforce Research Highlights Rising Stakes for Trust in the AI Era Salesforce’s latest State of the AI Connected Customer research reveals a trust crisis among consumers and highlights how AI is reshaping customer expectations. With 60% of consumers believing advances in AI make trust even more essential, businesses face mounting pressure to deliver trustworthy AI experiences. The stakes are especially high as AI agents gain traction, presenting an opportunity for brands to rebuild trust and drive engagement this holiday season—particularly among Gen Z, with nearly a third open to having AI shop on their behalf. Why It Matters As the holiday shopping season approaches, brands face the dual challenge of declining consumer trust and evolving expectations. With AI projected to influence more than 0 billion in global online sales this season, getting AI right is critical. AI agents—intelligent software capable of handling customer inquiries autonomously—can boost margins and enhance customer service by addressing issues like clunky purchasing and return processes. However, trust in these agents hinges on transparency and robust data practices. Key Insights from the Research Trust Is at an All-Time Low High Expectations for Seamless Experiences Customer service remains a critical loyalty driver: Younger Consumers Are Most Open to AI Agents Generations Z and millennials lead the charge in embracing AI agents for improved shopping experiences: However, transparency remains vital: Building Confidence in AI Agents The research underscores a mixed consumer sentiment toward AI, marked by curiosity (41%) and suspicion (44%). This presents an opportunity for brands to demystify AI’s benefits: Expert Perspectives Salesforce View:“Retailers face fierce competition this season as they aim to drive higher margins and meet rising customer expectations. AI agents enable consistent, personalized experiences across channels, fostering loyalty and boosting sales.”— Michael Affronti, SVP & GM, Commerce Cloud, Salesforce Customer Experience at Saks:“Agentforce has unlocked new potential for enhancing luxury shopping. By automating routine tasks like order tracking, our teams can focus on high-touch, personalized interactions. We’re excited to see how AI continues to elevate our service.”— Mike Hite, CTO, Saks Global 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
Salesforce is directly challenging Microsoft in the growing battle of AI copilots, which are designed to enhance customer experience (CX) across key business functions like sales and support. In this competitive landscape, Salesforce is taking on not only Microsoft but also major AI rivals such as Google Gemini, OpenAI GPT, and IBM watsonx. At the heart of this strategy is Salesforce Agentforce, a platform that leverages autonomous decision-making to meet enterprise demands for data and AI abstraction. Salesforce Dreamforce Highlights One of the most significant takeaways from last month’s Dreamforce conference in San Francisco was the unveiling of autonomous agents, bringing advanced GenAI capabilities to the app development process. CEO Marc Benioff and other Salesforce executives made it clear that Salesforce is positioning itself to compete with Microsoft’s Copilot, rebranding and advancing its own AI assistant, previously known as Einstein AI. Microsoft’s stronghold, however, lies in Copilot’s seamless integration with widely used products like Teams, Outlook, PowerPoint, and Word. Furthermore, Microsoft has established itself as a developer’s favorite, especially with GitHub Copilot and the Azure portfolio, which are integral to app modernization in many enterprises. “Salesforce faces an uphill battle in capturing market share from these established players,” says Charlotte Dunlap, Research Director at GlobalData. “Salesforce’s best chance lies in highlighting the autonomous capabilities of Agentforce—enabling businesses to automate more processes, moving beyond basic chatbot functions, and delivering a personalized customer experience.” This emphasis on autonomy is vital, given that many enterprises are still grappling with the complexities of emerging GenAI technologies. Dunlap points out that DevOps teams are struggling to find third-party expertise that understands how GenAI fits within existing IT systems, particularly around security and governance concerns. Salesforce’s focus on automation, combined with the integration prowess of MuleSoft, positions it as a key player in making GenAI tools more accessible and intuitive for businesses. Elevating AI Abstraction and Automation Salesforce has increasingly focused on the idea of abstracting data and AI, exemplified by its Data Cloud and low-level UI capabilities. Now, with models like the Atlas Reasoning Engine, Salesforce is looking to push beyond traditional AI assistants. These tools are designed to automate complex, previously human-dependent tasks, spanning functions like sales, service, and marketing. Simplifying the Developer Experience The true measure of Salesforce’s success in its GenAI strategy will emerge in the coming months. The company is well aware that its ability to simplify the developer experience is critical. Enterprises are looking for more than just AI innovation—they want thought leadership that can help secure budget and executive support for AI initiatives. Many companies report ongoing struggles in gaining that internal buy-in, further underscoring the importance of strong, strategic partnerships with technology providers like Salesforce. In its pursuit to rival Microsoft Copilot, Salesforce’s future hinges on how effectively it can build on its track record of simplifying the developer experience while promoting the unique autonomous qualities of Agentforce. 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
If you thought Salesforce had fully embraced AI, think again. The company has much more in store. AI All Grown Up and Salesforce is the educator! Alongside the announcement of the new Agentforce platform, Salesforce has teased plans to offer free premium instructor-led courses and AI certifications throughout 2025, reflecting a bold commitment to fostering AI skills and expertise. We’ve talked quite a bit over the last year about the need for AI education, and lo and behold here comes Salesforce to the rescue! AI All Grown Up Ah, they grow up so fast. Once just a baby cradeled in our arms with endless possibilities and potential. It was just like a year or so ago we heard of ChatGPT. Prior to that most people’s main exposure to artificial intelligence was their smart phones, which today we realize weren’t reall that smart. Generative, predictive and agentic AI have barreled down the pipeline increasing our vocabulary, and understanding, of what artificial intelligence can do. From generative content to sounds and images, AI continued to amaze us. Then predictive AI did our calculations faster than we could have imagined. Then agentic AI did nearly everything imaginable. AI All Grown Up. Like a very proud mentor of the process, I want to talk about Salesforce’s major contribution. Addressing the AI Skills Gap: Salesforce’s $50 Million Investment As the veritable plethora of AI tools rapidly expands, Salesforce is taking proactive steps to address the growing AI skills gap by investing $50 million into workforce upskilling initiatives. The company aims to ensure that businesses and individuals are prepared to utilize their new wave of AI tools effectively. While the full details have yet to be released, Salesforce has revealed that its premium AI courses and certifications will be made available for free via Trailhead by the end of 2025. This could mean certifications such as AI Associate and AI Specialist, which currently cost $75 and $200 respectively, may soon be offered at no cost. Gratis. Free, Salesforce has also mentioned “premium instructor-led training,” sparking speculation that AI-focused, instructor-led Trailhead Academy courses could become accessible to everyone in the Salesforce ecosystem. Expanding AI Education with Global AI Centers Salesforce’s AI upskilling push is part of a broader initiative to establish “AI Centers” across the globe. Following the opening of its first center in London in June, Salesforce is planning to launch additional AI hubs in cities like Chicago, Tokyo, Sydney, and even a pop-up center in San Francisco. These centers will host in-person premium courses and serve as gathering spaces for industry experts, partners, and customers. This initiative benefits not only the Salesforce ecosystem by increasing AI knowledge where expertise is scarce, but also aligns with Salesforce’s strategy of bringing AI-driven solutions to market through new products like Copilot Studio, Data Cloud, and the newly launched Agentforce platform. Agentforce: Salesforce’s Third Wave of AI On August 28, 2024, Salesforce introduced Agentforce, a suite of autonomous AI agents that marks a significant leap in how businesses engage with customers. Described as the “Third Wave of AI,” Agentforce goes beyond traditional chatbots, providing intelligent agents capable of driving customer success with minimal human intervention. What is Agentforce? Agentforce is a comprehensive platform designed for organizations to build, customize, and deploy autonomous AI agents across various business functions, such as customer service, sales, marketing, and commerce. These agents operate independently, accessing data, crafting action plans, and executing tasks without needing constant human oversight. It is like Artificial Intelligence just graduated highschool and is off to a world of new adventures and growth opportunities at college or university! Key Features of Agentforce: The Technology Behind Agentforce At the core of Agentforce is the Atlas Reasoning Engine, a system designed to mimic human reasoning. Here’s how it works: Customization Tools: Agent Builder Agentforce provides tools like Agent Builder, a low-code platform for customizing out-of-the-box agents or creating new ones for specific business needs. With this tool, users can: The Agentforce Partner Network Salesforce’s partner ecosystem plays a key role in Agentforce’s versatility, with contributions from companies like AWS, Google, IBM, and Workday. Together, they’ve developed over 20 agent actions available through the Salesforce AppExchange. As proud parents we watch our Artificial Intelligence child venture into the world making friends along the way. Learning social skills. Benefits and Impact of Agentforce Early Adopters and Success Stories Several companies are already benefiting from Agentforce: Availability and Pricing of Salesforce’s AI All Grown Up Agentforce for Service and Sales will be generally available on October 25, 2024, with some components of the Atlas Reasoning Engine launching in February 2025. Pricing starts at $2 per conversation, with volume discounts available. The Future of AI and Work Salesforce’s ambitious vision is to empower one billion AI agents with Agentforce by the end of 2025. This reflects their belief that the future of work will involve a hybrid workforce, where humans and AI agents collaborate to drive customer success. AI All Grown Up and We Couldn’t Be Prouder Our amazing AI child has graduated college and ventured out into the workforce. Agentforce vs. Einstein Bots: What’s the Difference? Conclusion Agentforce represents a major leap forward in AI-powered customer engagement. By providing autonomous, intelligent agents capable of managing complex tasks, Salesforce is positioning itself at the forefront of AI innovation. As businesses continue to explore ways to improve efficiency and customer satisfaction, Agentforce could redefine how organizations interact with customers and streamline their operations. If this is the Third Wave of AI, what will the fourth wave bring? Written by Tectonic’s Solutions Architect, Shannan Hearne 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
When sales and service teams are seamlessly aligned, organizations can transform every service interaction into a powerful opportunity to drive revenue and build customer loyalty. By delivering contextual, personalized offers at the right time, businesses can turn each customer touchpoint into a chance to solve problems, create value, and enhance engagement. With the help of real-time data and AI, we move beyond treating customer interactions as isolated events. Instead, we focus on understanding the unique needs and preferences of each customer, whether they’re reaching out for support, visiting a store, or engaging online. Every touchpoint becomes an opportunity to deliver tailored solutions, strengthen loyalty, and increase revenue. These examples are just a glimpse of the solutions we help our clients deploy. With our deep expertise in AI implementation and industry-specific insights, Tectonic is ideally positioned to guide you through activating AI agents that build on your successes. Our extensive experience across diverse sectors enables us to identify the most impactful opportunities for AI, ensuring tailored solutions that align with your business strategy. Tectonic’s proven approach ensures AI agents are deployed efficiently and effectively, driving ROI and delivering measurable results. Agentforce: Open, Extensible, and Transformative Agentforce is designed to foster smooth interactions between agents created on the platform and external agents and applications. With integration into Salesforce Data Cloud, it enables real-time data access for better, faster decision-making. Tectonic can help facilitate this interconnectivity across various channels and platforms, ensuring seamless operations. In a society that prioritizes digital, artificial intelligence is changing sales and service tactics. Adopting AI agents is crucial for business leaders to keep ahead of the competition and develop more effective and efficient methods of customer and employee support. AI agents are not just upgrades—they are transformative forces that redefine what’s possible. They empower organizations to move from envisioning possibilities to realizing a future of enhanced sales performance, streamlined operations, and unmatched customer satisfaction, all powered by AI. Salesforce’s Agentforce: Scaling Your Workforce with Autonomous AI Agents Agentforce provides fully customizable autonomous AI agents that can integrate with enterprise data and take action across sales, service, marketing, and commerce. The Agent Builder allows users to create agents that automate any business process, in any industry, using existing Salesforce tools such as workflows, Apex code, and prompt templates. Leading companies like The Adecco Group, BACA Systems, OpenTable, Saks, and Wiley are already leveraging Agentforce Service Agents to deliver faster, more personalized customer responses while improving operational efficiency. Salesforce (NYSE: CRM), the world’s #1 AI CRM, has announced the general availability of Agentforce. This new platform layer enables businesses to create and deploy AI agents that autonomously take action across any business function. Unlike traditional chatbots and copilots, Agentforce agents possess advanced reasoning abilities to make decisions and take actions such as resolving customer issues, qualifying sales leads, and optimizing marketing efforts. These agents operate independently—triggered by changes in data, business rules, pre-built automations, or external signals from APIs. Agentforce includes out-of-the-box agents that can be easily customized and deployed with low-code or no-code tools, working around the clock across any channel. The first of these, the Agentforce Service Agent, outperforms traditional chatbots by handling a wide range of tasks—from simple to complex—using pre-built topics and actions for customer support. These agents are fully customizable to serve various industries, such as retail with order management or financial services with billing and payment support. “Agentforce is redefining business possibilities, ushering in an era of AI-driven abundance and limitless workforces that enhance every employee’s capabilities, strengthen customer relationships, and fuel unprecedented growth,” said Marc Benioff, Chair and CEO of Salesforce. “Built on Salesforce’s trusted, fully customizable platform—integrating enterprise data, metadata, AI models, workflows, security, and applications—Agentforce is everything AI was meant to be.” The Power of Agentforce With Agentforce, there’s no need for DIY AI. Unlike other platforms that require complex integrations and custom builds, Agentforce is natively built into the Salesforce Platform. Customers can instantly convert their existing Flows, prompt templates, Apex code, and APIs into agent actions, seamlessly connecting to enterprise data and security models. With the added power of native tools like Data Cloud, Slack, and MuleSoft, Agentforce offers a streamlined and efficient approach to scaling your workforce with AI. The new Agent Builder empowers Salesforce admins and developers to easily create AI agents with natural language instructions and guardrails, enabling even more customization and control. 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
Salesforce Data Cloud Drives Customer Experience Transformation with New Data and AI Innovations Salesforce has unveiled new innovations within its Data Cloud, enhancing the way organizations transform customer experiences by leveraging data and AI. Key advancements include expanded support for unstructured data, enabling native processing of audio and video content—such as webinars and calls—to unlock deeper insights into customer behavior. A standardized semantic data model ensures both Agentforce Agents and humans can consistently interpret and use data, while improved search capabilities enhance information discovery by factoring in customer context. Real-time data activations allow organizations to respond instantly to evolving customer needs, and new data security and governance features safeguard operations and prevent data exposure. “In this new era of AI and Agents, customer data and metadata are the new gold for the enterprise,” said Rahul Auradkar, EVP and GM for Data Cloud at Salesforce. “More companies are using Data Cloud to unify all their data—from customer interactions and product usage to IoT and social media data—gaining deeper insights across all touchpoints. Because Data Cloud is foundational to Salesforce, companies can act on this data to deliver personalized, meaningful customer experiences.” Data Cloud integrates with Salesforce Customer 360, Agentforce, Flow, and analytics, providing a trusted data foundation for personalized experiences and real-time analytics. It powers data-driven actions and workflows while securely enabling AI across all Salesforce applications. Leveraging zero-copy technology and MuleSoft connectors, Data Cloud can ingest data from hundreds of sources, including data lakes and warehouses. Integrated into the Salesforce Platform, this metadata seamlessly flows into Salesforce applications, governed by set policies. This gives every team a 360-degree customer view, driving AI, automation, and analytics without compromising security. Data Cloud also enhances Agentforce, providing contextual insights and guiding next-best steps, like automating follow-up emails or sharing detailed chat summaries with human agents. Tableau Semantics bridges the gap between AI and employees, ensuring they operate with consistent data definitions. The following new Data Cloud features will be available across various release stages: For more information, visit www.salesforce.com. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
Currys Expands Partnership with Salesforce partner to Enhance Omnichannel Retail Experience UK-based technology retailer Currys has expanded its partnership with a Salesforce partner to transform its omnichannel customer experience. The collaboration focuses on leveraging Salesforce Service Cloud, Commerce Cloud, and MuleSoft to drive innovation and streamline operations. Key initiatives in this transformation include re-platforming Currys’ website to Salesforce Commerce Cloud, launching an in-store client app via Experience Cloud, and implementing Service Cloud for enhanced post-sales support. These upgrades aim to deliver a seamless shopping experience, improve customer service, and boost operational efficiency. Andy Gamble, CIO of Currys, emphasized the impact of the partnership: “Our collaboration with LTIMindtree has enabled our teams to deliver exceptional experiences for both colleagues and customers. With our new omnichannel platform, we are set to achieve greater operational efficiencies, faster service, and continuous innovation for future growth.” Since the partnership began in 2021, Currys and LTIMindtree have overhauled the retailer’s commerce and support systems, resulting in improved customer experiences, streamlined store operations, and increased employee satisfaction. The success of this collaboration was recently recognized with a Salesforce award, underscoring the companies’ commitment to innovation and addressing current business challenges while preparing for future advancements. Srinivas Rao, Executive Vice President and Chief Business Officer at LTIMindtree, added: “Our partnership with Currys showcases our expertise in the retail sector. Together, we have delivered a best-in-class omnichannel shopping experience that unlocks new growth opportunities by catering to each customer’s unique needs. We remain dedicated to helping our clients harness digital technologies that foster innovation and productivity.” This collaboration represents a key milestone for Currys, solidifying its commitment to providing enhanced customer experiences through advanced digital solutions. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
Salesforce AI: Powering Customer Relationship Management Salesforce is a leading CRM solution that has long delivered cutting-edge cloud technologies to manage customer relationships effectively. In recent months, the platform has further advanced with the integration of generative AI and AI-powered features, primarily through its AI engine, Einstein. Salesforce AI Evolves with the Generative AI Landscape. To explore how AI operates within the Salesforce ecosystem and how various business teams can leverage these innovations, this guide delves into Salesforce’s AI capabilities, products, and features. Salesforce AI: Transforming CRM Capabilities Salesforce remains a top choice in the CRM software market, offering one of the most comprehensive solutions for managing relationships across departments, industries, and initiatives. Through dedicated cloud platforms, Salesforce enables teams to oversee marketing, sales, customer service, e-commerce, and more, with tools focused on delivering enhanced customer experiences supported by powerful data analytics. With the introduction of generative AI, Salesforce has significantly elevated its native automation, workflow management, data analytics, and assistive capabilities for customer lifecycle management. Einstein Copilot exemplifies this innovation, aiding internal users with tasks such as outreach, analysis, and improving external user experiences. What is Salesforce Einstein? Salesforce Einstein is an AI-driven suite of tools integrated natively into various Salesforce Cloud applications, including Sales Cloud, Marketing Cloud, Service Cloud, and Commerce Cloud. It also operates through assistive technologies like Einstein Copilot. Einstein is built on a multitenant platform and incorporates numerous automated machine learning features to unify organizational data with CRM capabilities. Designed to make intelligent, data-driven decisions, Einstein requires no additional installation, offering a seamless user experience when paired with a compatible subscription plan. 7 Key Features of Salesforce Einstein 7 Applications of Salesforce Einstein Future Trends in Salesforce AI Bottom Line: Salesforce AI Evolves with the Generative AI Landscape Salesforce continues to enhance its AI-powered features, keeping pace with advancements in generative and predictive AI. Whether new to the platform or a seasoned user, Salesforce offers innovative, AI-centric solutions to streamline customer relationship management and business operations. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
Case Study: Salesforce Advanced Forcsting and Streamline Operations Yields Big Change and Bigger Results
Salesforce is launching its AI-powered Agentforce platform across its key clouds, including Sales, Service, Marketing, and Commerce. However, a significant question remains: Will enterprises be willing to pay $2 per conversation for Agentforce, especially without volume discounts? The introduction of Agentforce wasn’t unexpected, as CEO Marc Benioff has been discussing autonomous AI agents since the company’s second-quarter earnings call. Leading up to Dreamforce, Salesforce has consistently emphasized agentic AI, with Benioff previously hinting at the $2 per conversation pricing model. Agentforce is part of Salesforce’s ongoing effort to move beyond generative AI copilots to fully autonomous digital agents that can perform tasks independently. Much of this technology stems from Salesforce’s acquisition of Airkit.ai last year. Additionally, the company’s acquisition of Own highlights a strategic, smaller-scale approach to mergers and acquisitions. The core of Salesforce’s AI vision is a blend of human expertise and AI agents. While humans focus on relationship-building, industry knowledge, and goal-setting, AI agents will handle tasks like answering questions, scheduling meetings, and gathering information. Key features of Agentforce include: Pay Per Chat? Salesforce is unifying its clouds under a single platform, with Data Cloud as the common thread connecting Sales, Service, Marketing, Commerce, and Tableau. According to Constellation Research analyst Holger Mueller, the real story is the infrastructure behind the agents, which will drive innovation in the future of work by enhancing developer velocity and productivity. At Dreamforce, Salesforce also unveiled Einstein Sales Agents, including a Sales Development Representative (SDR) agent and a Sales Coach, designed to improve sales performance. Salesforce highlighted that agents, unlike traditional bots, are dynamic, outcome-driven, and capable of adapting to various situations. Beyond sales, the Agentforce lineup includes: Agentforce is poised to serve as the connective tissue, unifying Salesforce’s various clouds and driving value with ongoing innovations in Data Cloud 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
Liberty Bank, based in Middletown, Connecticut, announced on September 5th an expanded partnership with Salesforce, the world’s leading AI-powered CRM platform, to enhance its customer engagement efforts. Liberty Bank and Salesforce. By integrating Salesforce’s Financial Services Cloud, Marketing Cloud, MuleSoft, and Salesforce Shield, Liberty Bank aims to deliver more personalized, efficient, and enriched services. This strategic investment will further position Liberty Bank as a leader in customer satisfaction and loyalty within the community banking sector. “We set out to find a strategic partner that truly understands the unique nature of banking and puts the customer first,” said David W. Glidden, Liberty Bank President and CEO. “As we continue our mission to ‘Build the Community Bank of the Future,’ having the best partners is crucial to elevating our customer experience. With Salesforce’s innovative CRM solutions, we’re investing in the future to meet the evolving needs of our customers, team members, and communities, and to exceed their expectations.” Salesforce’s platform will enable Liberty Bank to streamline operations and gain deeper insights into customers’ financial journeys, ensuring a seamless and personalized banking experience. The Financial Services Cloud offers tools specifically tailored to the banking industry, allowing for faster time-to-value. Set to roll out next year, this transformation will allow Liberty Bank to prioritize customer financial goals while maintaining a high level of service and support. “Banks of all sizes are under pressure to innovate and deliver more personalized experiences. By leveraging CRM, data, and AI, Liberty Bank will gain a comprehensive view of its customers, enabling its teams to build stronger relationships and improve overall productivity.”Greg Jacobi, VP & GM of Banking and Lending at Salesforce. About Liberty Bank Founded in 1825, Liberty Bank is the nation’s oldest and largest independent mutual bank. With nearly $8 billion in assets, Liberty operates 56 branches across Connecticut and two in Massachusetts. It provides a full range of services, including consumer and commercial banking, cash management, home mortgages, business loans, insurance, and investment services. The bank has been named a ‘Top Workplace’ by the Hartford Courant every year since 2012 and recognized as a Best-In-State Bank in Connecticut by Forbes in 2021, 2022, and 2023. For more information, visit www.liberty-bank.com. Liberty Bank and Salesforce. Interested in discussing Salesforce for your financial institution? Contact Tectonic today. 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
The Winter ’25 release is available through the pre-release program. Winter 25 Release new features On August 30, 2024, Sandboxes will be upgraded, providing your organization with the Winter ’25 release experience. This release brings numerous new features and enhancements across various areas, including: Additional improvements are included in Salesforce Scheduler, Field Service, and Marketing Cloud Account Engagement. Updates also extend to Quip, CRM Analytics, Salesforce CMS, Salesforce Payments, Salesforce Connect, Salesforce Backup, and Subscription Management. Noteworthy enhancements are available in Enablement Sites, Financial Services Cloud, Salesforce Revenue Cloud, and various APIs. Winter 25 Release Exciting New Features Beta and Pilot Features Pilot Programs Browser Compatibility Administrator’s Highlights How to Implement This comprehensive update ensures that your organization is equipped with the latest tools and capabilities to drive efficiency and innovation. 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 Winter 25 Relese New Features: 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
Salesforce to Acquire PredictSpring, Enhancing Customer 360 Capabilities in Retail Salesforce has announced a definitive agreement to acquire cloud-based point-of-sale (PoS) software vendor PredictSpring, aiming to bolster its Customer 360 capabilities and strengthen its foothold in the retail industry. PredictSpring, headquartered in California, provides PoS systems that enable store associates to engage with shoppers and complete transactions from anywhere in the store using mobile devices. The software also supports store operations, including fulfillment, client profile management, and online ordering for items not immediately available. “The combined talent, resources, and innovation of Salesforce and PredictSpring will empower brands and retailers to drive frictionless and personalized engagement across all touchpoints,” said Jeff Amann, executive vice president of Salesforce Industries. PredictSpring, already a Salesforce ecosystem partner integrated with Commerce Cloud and Service Cloud, has been collaborating with Salesforce since 2019 when new tools were added to Commerce Cloud. Founded in 2013 by Nitin Mangtani, a former product manager at Google, PredictSpring has received investments from Salesforce Ventures, Felicis Ventures, Novel TMT Ventures, and Beanstalk Ventures. The company raised $16 million in a Series B funding round and $11.4 million in a Series A round. While Salesforce did not disclose the transaction value, it will retain the entire PredictSpring team, consisting of approximately 31 employees. The acquisition is expected to close in the third quarter of Salesforce’s fiscal year 2025, which runs from February to January. Earlier this year, Salesforce attempted to acquire enterprise data management software provider Informatica, but the talks fell through. Notable past acquisitions by Salesforce include Slack, MuleSoft, Tableau, and Troops.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
The enterprise has transitioned from merely speculating about artificial intelligence to actively implementing it. In doing so, companies must determine the optimal combination of ancillary technologies that, when strategically paired with AI, can drive relevant use cases and business outcomes. With AI Data Cloud and Integration, your data-driven decisions happen in real-time. Salesforce Inc. is leveraging a powerful trio — its Data Cloud, automation, and AI — to deliver what it considers transformative outcomes for organizations. “AI has such wonderful capability today from predictive to generative, [but] it’s not new to Salesforce,” said Param Kahlon, executive vice president and general manager at Salesforce. “Salesforce has been doing predictive AI for almost 10 years now. But what is great is that generative AI now gives the ability to process these large language models on large amounts of unstructured, semi-structured content to generate great content that can be used by salespeople to send relevant emails and marketing people to create personalized landing pages.” Kahlon spoke with theCUBE Research Senior Analyst George Gilbert during a recent “The Road to Intelligent Data Apps” podcast series. They discussed how Salesforce is revolutionizing business operations in the digital age by harnessing AI-driven insights, contextualizing data with the company’s Data Cloud, and enabling real-time actions. Gen AI and Data Cloud for Contextualization In today’s business environment, intelligence is the cornerstone of success. Salesforce’s AI platform empowers companies with predictive and generative AI capabilities, enabling them to make insightful decisions and craft personalized experiences for their customers. Businesses can now process vast amounts of unstructured data and generate compelling content. “For this AI to be meaningful and for companies to harness the full value of AI, you want to make sure that you’re grounding the data that’s being used to generate those predictions with some things that are relevant to the current business process, to the current transaction, to the current context of interaction you’re happening with the customer,” Kahlon said. Salesforce’s Data Cloud acts as the AI foundation, enriching existing data models with relevant contextual data tailored to the specific needs of each business and their interactions with customers. “When we talk to our large Salesforce customers, they all tell us that AI is really important for them,” Kahlon said. “That is something that they want to drive, but they’re also saying that the data for them is spread out across the enterprise. Some of them tell us that they have more than 900 different business systems in which data is stored, and they want the ability to bring that data together in a seamless way so it can be processed by AI through Data Cloud.” Automation and Integration for Real-Time Action The combination of AI and Data Cloud generates actionable insights, but these insights alone aren’t enough. Businesses need to act swiftly on these predictions, driving real-time actions to capitalize on opportunities. This is where integration and automation come into play, according to Kahlon. “[Customers are] essentially telling us that data is spread across the enterprise and they want the data in real time to be available to customers,” he said. “With MuleSoft and Salesforce integration capabilities, we’ve focused on the real-time nature of making sure that you can take real-time business transactions in the context of the process that is happening, and that’s what’s differentiated in our approach to making sure that we can collect the data in real time and make actions happen in real time.” Integration is the glue that brings together data from various sources, allowing AI to derive meaningful insights. Salesforce’s integration capabilities, powered by MuleSoft, focus on real-time data processing, ensuring that businesses can act on insights as they occur. This low-latency approach enables not only Salesforce applications but also other third-party applications to contribute to the data ecosystem, Kahlon explained. “We’ve got a very large North American airline that has built their entire customer experience, from booking an airline ticket to checking into your flight and ordering special meals for your flight, all of that on an API-based platform — and we’re able to process that scale of transactions,” he said. “As you get into AI, all of that becomes extremely relevant to drive that real-time throughput, and that’s where our customers are finding value in our technology.” When the customer experience is the driver, the experience is always stellar. 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