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Salesforce prompt builder
16Dec

Salesforce Prompt Builder

Salesforce Prompt Builder: Field Generation Prompt Template What is a Prompt? A prompt is a set of detailed instructions designed to guide a Large Language Model (LLM) in generating relevant and high-quality output. Just like chefs fine-tune their recipes through testing and adjustments, prompt design involves iterating on instructions to ensure that the LLM delivers accurate, actionable results. Effective prompt design involves “grounding” your prompts with specific data, such as business context, product details, and customer information. By tailoring prompts to your particular needs, you help the LLM provide responses that align with your business goals. Like a well-crafted recipe, an effective prompt consists of both ingredients and instructions that work together to produce optimal results. A great prompt offers clear directions to the LLM, ensuring it generates output that meets your expectations. But what does an ideal prompt template look like? Here’s a breakdown: What is a Field Generation Prompt Template? The Field Generation Prompt Template is a tool that integrates AI-powered workflows directly into fields within Lightning record pages. This template allows users to populate fields with summaries or descriptions generated by an LLM, streamlining interactions and enhancing productivity during customer conversations. Let’s explore how to set up a Field Generation Prompt Template by using an example: generating a summary of case comments to help customer service agents efficiently review a case. Steps to Create a Field Generation Prompt Template 1. Create a New Rich Text Field on the Case Object 2. Enable Einstein Setup 3. Create a Prompt Template with the Field Generation Template Type 4. Configure the Prompt Template Workspace Optional: You can also use Flow or Apex to incorporate additional merge fields. 5. Preview the LLM’s Response Example Prompt: Scenario:You are a customer service representative at a company called ENForce.com, and you need a quick summary of a case’s comments. Record Merge Fields: Instructions: vbnetCopy codeFollow these instructions precisely. Do not add information not provided. – Refer to the “contact” as “client” in the summary. – Use clear, concise, and straightforward language in the active voice with a friendly, informal, and informative tone. – Include an introductory sentence and closing sentence, along with several bullet points. – Use a variety of emojis as bullet points to make the list more engaging. – Limit the summary to no more than seven sentences. – Do not include any reference to missing values or incomplete data. 6. Add the “Case Summary” Field to the Lightning Record Page 7. Generate the Summary By following these steps, you can leverage Salesforce’s Prompt Builder to enhance case management processes and improve the efficiency of customer service interactions through AI-assisted summaries. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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December 16, 2024in Data, Hyperforce, Salesforce, Salesforce Copilots, Salesforce Einstein0 Comments
Pioneering AI-Driven Customer Engagement
11Nov

Pioneering AI-Driven Customer Engagement

With Salesforce at the forefront of the AI revolution, Agentforce, introduced at Dreamforce, represents the next phase in customer service automation. It integrates AI and human collaboration to automate repetitive tasks, freeing human talent for more strategic activities, ultimately improving customer satisfaction. Tallapragada emphasized how this AI-powered tool enables businesses, particularly in the Middle East, to scale operations and enhance efficiency, aligning with the region’s appetite for growth and innovation.

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November 11, 2024in Agentforce Platform, Data, Generative AI, Hyperforce, Salesforce Development Services
Salesforce Government Cloud Premium
21Oct

Salesforce Government Cloud Premium

Software company Salesforce announced on Monday that it has rolled out a new version of its government cloud that has Top Secret authorization and is geared toward U.S. national security agencies and intelligence organizations.

The new offering, called Government Cloud Premium, is hosted on Amazon Web Services’ Top Secret cloud.

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October 21, 2024in Data, Hyperforce, Public Sector Solutions, Salesforce, Salesforce Government Cloud, Salesforce Government Cloud Premium
Salesforce and Sprout Social
11Oct

Salesforce and Sprout Social

Salesforce Spring ’25 Update: Important Changes to CSP Directives & Sprout iframe Starting with Salesforce’s Spring ’25 release, stricter Content Security Policy (CSP) directives will be enforced on Lightning Pages. These new rules are designed to keep your Salesforce environment secure by preventing cross-site scripting and other code injection attacks that can occur from loading externally hosted resources like scripts, fonts, images, audio, video and stylesheets in Salesforce Lightning Web Pages. What This Means for Sprout Social Users This update will block the Sprout Social iframe from loading in the Lightning Web Component used in your Case page layout—unless you make a few easy changes to avoid any disruptions. Here’s what to do: You can check your current settings by going to Setup > Security > Session Settings > Content Security Policy (CSP) Directive Rendering. Look for the option to adopt the updated CSP directives, which will be automatically applied when Spring 25 rolls out. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 11, 2024in Hyperforce
Scale and AI Influence Shape Partner Ecosystems
03Oct

Scale and AI Influence Shape Partner Ecosystems

Hyperscalers’ Scale and AI Influence Shape Partner Ecosystems Despite their seemingly saturated networks, the largest cloud vendors continue to dominate as top ecosystems for service providers, according to a recent survey. Hyperscalers are playing a critical role in partner alliances, a trend that has only intensified in recent years. A study released by Tercera, an investment firm specializing in IT services, highlights the dominance of cloud giants AWS, Google Cloud, and Microsoft Azure in the partner ecosystem landscape. More than 50% of the 250 technology service providers surveyed by Tercera identified one of these three vendors as their primary partner. This data comes from Tercera’s third annual report on the Top 30 Partner Ecosystems. The report emphasizes the “gravitational pull” of these hyperscalers, attracting partners despite their already vast networks. Each of the major cloud vendors maintains relationships with thousands of software and services partners. “The hyperscalers continue to defy the law of large numbers when you look at how many partners are in their ecosystems,” said Michelle Swan, CMO at Tercera. The Shift in Channel Alliances The emergence of cloud vendors as top partners for service providers has been evident since at least 2021. That year, a survey by Accenture of 1,150 channel companies found that AWS, Google, and Microsoft accounted for the majority of revenue for these partners. This represents a significant shift in channel economics, where traditionally large hardware companies occupied the top spots in partner alliances. AI’s Role in Partner Ecosystem Growth The rise of generative AI (GenAI) is reshaping alliance strategies, as service providers increasingly align themselves with hyperscalers and their AI technology partners. For instance, AWS channel partners interested in GenAI are likely to work with Anthropic, following Amazon’s $4 billion investment in the AI company. Meanwhile, Microsoft partners tend to collaborate with OpenAI, as Microsoft has committed up to $13 billion in investments to expand their partnership. “They have their own solar systems,” Swan remarked, referencing AWS, Google, Microsoft, and the AI startups within their ecosystems. Tiers of Partner Ecosystems Tercera categorizes its top 30 ecosystems into three tiers. The first tier, known as “market anchors,” includes AWS, Google, Microsoft, and large independent software vendors (ISVs) such as Salesforce and ServiceNow. The second tier, “market movers,” features publicly traded vendors with evolving partner ecosystems. The third tier, “market challengers,” is made up of privately held vendors with a partner-centric focus, such as Anthropic and OpenAI. Generative AI Ecosystem Survey A 2024 generative AI survey conducted by TechTarget and its Enterprise Strategy Group supports the idea that the leading cloud vendors play a central role in AI ecosystems. In a poll of 610 GenAI decision-makers and users, Microsoft topped the list of ecosystems supporting GenAI initiatives, with 54% of respondents citing it as the best ecosystem. Microsoft’s partner, OpenAI, followed with 35%. Google and AWS ranked third and fourth, with 30% and 24% of the responses, respectively. The survey covered a wide range of industries, including business services and IT, further reinforcing the dominant role hyperscalers play in shaping AI and partner ecosystems. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 3, 2024in Data, Enterprise, Generative AI, Google, Hyperforce, Salesforce, Technology
Paradigm Shifts That Changed Marketing
03Oct

Marc Benioff Interviewed

Salesforce, now one of the most influential companies in tech history, was founded by Marc Benioff after his successful tenure at Oracle. Having witnessed the potential of the internet, Benioff realized it would usher in a new era for delivering enterprise software through the cloud. However, this new approach demanded a complete overhaul of traditional business models, marketing strategies, and software development practices. Salesforce would embody this transformation, evolving over the decades into a platform supporting a diverse array of enterprise applications. Today, Salesforce’s flagship initiative is Agentforce, a pioneering wave of AI agents built on the Salesforce platform. This initiative, which I covered in detail earlier this month, exemplifies Benioff’s forward-thinking vision for AI. He passionately argues that Salesforce is well-positioned to lead in this space, and his insights on AI and its potential are as compelling as they are thought-provoking. Before diving into Agentforce and Benioff’s views on AI, it’s important to explore his early life and the founding of Salesforce. Benioff’s path to becoming the CEO of one of the most powerful software companies in the world was shaped by an early interest in technology. His first foray into software development was creating an app called “How to Juggle,” which he sold for $75 to CLOAD Magazine in Goleta, California. This early success marked the beginning of a long career in tech. Benioff went on to establish an Atari game company called Liberty Software and later wrote assembly code for the Mac as part of an internship. Despite his success as a software developer, he transitioned to a leadership role after realizing his interest in the broader business of technology. He credits his time at Oracle, where he learned the intricacies of sales, marketing, and customer communication, as critical to shaping his vision for Salesforce. Oracle, during Larry Ellison’s prime, was an ideal place to hone these business skills, which Benioff would later apply to revolutionize the enterprise software space. With this foundation, Benioff founded Salesforce, a company that has fundamentally changed the way businesses engage with technology. The company’s success lies not just in its cloud-based software, but in its ongoing evolution to address new challenges, including the AI-powered Agentforce initiative, which stands at the forefront of Salesforce’s future growth. Benioff’s journey, from a young programmer to the CEO of a global tech giant, is a testament to his visionary approach and adaptability in an ever-changing tech landscape. Marc Benioff’s early entrepreneurial instincts were evident even before he fully embraced the title of entrepreneur. From a young age, he knew he wanted to build something of his own, though he hadn’t yet honed the full set of skills needed to succeed in business. He had a knack for technology, excelling as a programmer working in assembly code, but his mentors, including university professors and colleagues at Apple, recognized that being an entrepreneur required more than just technical ability. They encouraged him to develop his sales, marketing, and business acumen. His early exposure to these lessons was pivotal in shaping his future trajectory. Benioff’s transition from a programmer to a business leader began when he sought advice from Bill Jost at Apple, who connected him with Gary Gibson, an Oracle executive. After a memorable and unexpected interview, Benioff joined Oracle, starting with a role answering calls at the company’s 800-number. He quickly moved into sales and marketing, eventually working directly with Larry Ellison, who would become a significant mentor over the next 13 years. Benioff’s success at Oracle set the stage for his eventual departure to start Salesforce in 1999. In the mid-1990s, while at Oracle, Benioff had an epiphany while using a web browser. The internet was transforming how software could be delivered, and Benioff saw the potential for a new business model based on cloud computing. At this time, Oracle was focused on the network computer—a vision Benioff did not fully share. After discussing his ideas with Larry Ellison and taking some time off for reflection and research, Benioff recognized that the world was on the cusp of a major shift in technology. He felt compelled to create something new that would leverage the internet, offering software over the web through a subscription model. During his time off, Benioff traveled to Hawaii, reflecting on the future of the tech industry and contemplating ideas. He also experimented with domain names, purchasing You.com and later gifting it to a friend who turned it into a search and AI company. Benioff returned to Larry Ellison to share his vision of a cloud-based business model and later found inspiration from spiritual gurus during a trip to India, who reminded him that success in business should also be grounded in positive values. Benioff’s experience led to the founding of Salesforce with its revolutionary 1-1-1 Model—dedicating 1% of equity, profit, and employee time to philanthropy. Salesforce also embraced emerging technologies such as social, mobile, and AI, and created a new business model through subscription-based services. This combination of technological innovation and a strong sense of social responsibility has set Salesforce apart, attracting both admiration and emulation from other companies. Benioff’s Career Benioff’s career is a testament to the power of surrounding oneself with great people, continuing to learn, and having a clear vision. His leadership at Salesforce has been guided by values he believes are crucial to the company’s success and its ability to make a positive impact on the world. His insights on the Innovator’s Dilemma, a concept popularized by Clayton Christensen, highlight the challenges companies face as they evolve with changing technologies. While Salesforce’s core principles remain intact, the company has continued to adapt to new technology paradigms, ensuring it remains at the forefront of innovation in the software industry. Marc Benioff (MB) recently shared his excitement about the future of AI and its potential to revolutionize business and technology. He explained that, from a business perspective, this is the most thrilling moment in his career. AI, according to him, will transform how enterprises operate, making them more

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October 3, 2024in Agentforce Platform, Data, Enterprise, Google, Hyperforce, Salesforce, Salesforce Data Cloud, Snowflake, Technology
Agentforce to the Team
03Oct

Supercharged Sales and Service Excellence

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

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October 3, 2024in Agentforce Platform, Artificial Intelligence, Data, Enterprise, Google, Hyperforce, Mulesoft, Salesforce, Salesforce Data Cloud
Data Governance for the AI Enterprise
27Sep

Data Governance for the AI Enterprise

Salesforce Introduces Data Governance for the AI Enterprise Salesforce this month unveiled Data Governance for the AI Enterprise, a comprehensive suite of tools designed to help IT teams navigate the growing regulatory landscape surrounding generative AI. Why it matters: As governments worldwide work to implement stricter rules governing the use of AI, like the EU’s AI Act, data governance has become a top priority for businesses. According to Salesforce research, ensuring robust data security and governance is now the leading concern for Chief Data Officers. Cloud Data Security & Privacy SolutionsExplore the new suite: How Salesforce’s Data Governance for the AI Enterprise Can Help: Salesforce’s latest solution is designed to help companies proactively address both current and future regulations. Built on the Salesforce platform and integrated with Data Cloud, the suite offers advanced data management, enhanced security, and privacy features: Salesforce’s perspective:“Data governance is a top priority for every organization deploying AI, especially given the complexity of the regulatory landscape,” said Alice Steinglass, EVP and GM for Salesforce Platform. “Our Data Governance for the AI Enterprise suite equips businesses to tackle these challenges.” Customer success story:“Data encryption is essential to our data governance strategy,” said James Ferguson, Principal Security Architect at AWS. “With Salesforce’s flexible encryption solutions, we can maintain top-tier security while delivering innovative customer experiences.” Availability: For Data Cloud users: Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 27, 2024in Data, Enterprise, Generative AI, Hyperforce, Salesforce, Salesforce Shield
Winter 25 Release Announcements
13Sep

Winter 25 Release Announcements

Important Information for Winter 25 Release The 5-minute release window applies only to major release upgrades to non-hyperforce orgs. System maintenance windows haven’t changed. ResourcesFor easy reference to this information, bookmark status.salesforce.com. To learn more about our new Winter ’25 features, see Winter ’25 Preview Release Notes and Release Notes Changelog. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 13, 2024in Hyperforce, Salesforce
Strong AI Scalability
06Sep

Strong AI Scalability

The rapid pace of digital transformation has made scalability essential for any business looking to remain competitive. The stakes are high—without the ability to scale, businesses risk falling behind as customer demands and market conditions shift. So, what does it take to build a scalable business that can grow without compromising performance or customer satisfaction? In this Tectonic insight, we’ll cover key steps to future-proof your operations, avoid common pitfalls, and ensure your business doesn’t just keep pace with the market, but leads it. Master Scalability with Scale Center Scalability doesn’t have to be overwhelming. Salesforce’s Scale Center, available on Trailhead, provides a comprehensive learning path to help you optimize your scalability strategy. Why Scalability Is a Must-Have Scalability is critical to long-term success. As your business grows, so will the demands on your applications, infrastructure, and resources. If your systems aren’t prepared, you risk performance issues, outages, lost revenue, and dissatisfied customers. Unexpected spikes in demand—from increased customer activity or internal changes like onboarding large numbers of employees—can push systems to their limits, leading to overloads or downtime. A strong scalability plan helps prevent these issues. Here are three best practices to help scale your operations smoothly and sustainably. 1. Prioritize Proactive Scale Testing Scale testing should be a key part of your application lifecycle. Many businesses wait until performance issues arise before addressing them, which can result in maintenance headaches, poor user experiences, and challenges in supporting growth. Proactive steps to take: 2. Use the Right Tools for Seamless Scalability Choosing the right technology is crucial when scaling your business. Equip your team with tools that support growth management, and follow these tips for success: By integrating the right tools and technologies, you’ll not only stay ahead of the curve but also build a culture ready to scale. 3. Focus on Sustainable Growth Strategies Scaling requires a long-term approach. From development to deployment, a strategy that emphasizes scalability from the outset can help you avoid costly fixes down the road. Key practices include: DevOps Done Right Building secure, scalable AI applications and agents requires bridging the gap between tools and skills. Focus on crafting a thoughtful DevOps strategy that supports scalability. Scalability: A Marathon, Not a Sprint Scaling effectively is an ongoing process. Customer needs and market conditions will continue to change, so your strategies should evolve as well. Scalability is about more than just handling increased demand—it’s about ensuring stability and performance across the board. Consider these steps to enhance your approach: Committing to Scalability Scalability isn’t a one-time achievement—it’s a continuous commitment to growing smarter and stronger across all areas of your business. By embedding best practices into your day-to-day operations, you’ll ensure that your systems meet demand and prepare your business for future breakthroughs. As you develop your scalability strategy, remember that customer experience and trust should always guide your decisions. Tackling scalability proactively ensures your business can thrive no matter how market conditions change. It’s more than just a bonus feature—it’s a critical element of a smoother user experience, reduced costs, and the flexibility to pivot when necessary. By embracing these strategies, you’ll not only avoid potential challenges but also build lasting trust with your customers. In a world where loyalty is earned through exceptional experiences, a strong scalability plan is your key to long-term success. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 6, 2024in Data, Hyperforce, Salesforce, Technology
July Changes to Preference Center
05Aug

July Changes to Preference Center

Privacy Center Update What’s the July Changes to Preference Center? Starting in July 2024, the Privacy Center app within the core platform now supports retention features. July Changes to Preference Center introduces a new Hyperforce-based retention store, allows for retention testing in sandboxes, and offers the option to mask data during retention. The new Hyperforce-based retention store can be provisioned using the core Privacy Center app, eliminating the need for Heroku or the Privacy Center managed package. The rollout of this new retention capability will be phased across regions, initially launching in Germany, Australia, and America East. You can spin up a retention store once it’s available in your region. For more details, refer to the Privacy Center’s Hyperforce-Based Retention Store FAQ. What action do I need to take? What if I don’t take any action? You can continue using the legacy Privacy Center app (managed package version) for data retention, but it will no longer be enhanced and will remain in maintenance mode. Heroku can still be used for managing data retention policies until the end of your contract. Where can I learn more about this upcoming change? Review the Privacy Center’s Hyperforce-Based Retention Store FAQ for more information. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 5, 2024in Hyperforce
Private Connectivity Between Salesforce and On-Premise Network
19Jul

Private Connectivity Between Salesforce and On-Premise Network

Salesforce is an AWS Partner and a trusted global leader in customer relationship management (CRM). Hyperforce is the next-generation Salesforce architecture, built on Amazon Web Services (AWS). Private Connectivity Between Salesforce and On-Premise Network explained. When business applications developed on Hyperforce are integrated with on-premises systems, traffic in both directions will flow over the internet. For customers in heavily regulated industries such as the public sector and financial services, programmatic access of the Salesforce APIs hosted on Hyperforce from on-premises systems is required to traverse a private connection. Conversely, accessing on-premises systems from business applications running in Hyperforce is required to use a private connection. In this insight, AWS describes how AWS Direct Connect and AWS Transit Gateway can be used in conjunction with Salesforce Private Connect to facilitate the private, bidirectional exchange of organizational data. Architectural overview How to use AWS Direct Connect to establish a dedicated, managed, and reliable connection to Hyperforce. The approach used a public virtual interface to facilitate connectivity to public Hyperforce endpoints. The approach in this insight demonstrates the use of a private or transit virtual interface to establish a dedicated, private connection to Hyperforce using Salesforce Private Connect. Approach AWS Direct Connect is set up between the on-premises network and a virtual private cloud (VPC) residing inside a customer’s AWS account to provide connectivity from the on-premises network to AWS. The exchange of data between the customer VPC and Salesforce’s transit VPC is facilitated through the Salesforce Private Connect feature, based on AWS PrivateLink technology. AWS PrivateLink allows consumers to securely access a service located in a service provider’s VPC as if it were located in the consumer’s VPC. Using Salesforce Private Connect, traffic is routed through a fully managed network connection between your Salesforce organization and your VPC instead of over the internet. The following table shows the definitions of inbound and outbound connections in the context of Salesforce Private Connect: Direction Inbound Outbound Description Traffic that flows into Salesforce Traffic that flows out of Salesforce Use cases AWS to Salesforce Salesforce to AWS On-premises network to Salesforce Salesforce to on-premises network Inbound and Outbound This pattern can only be adopted for Salesforce services supported by Salesforce Private Connect, such as Experience Cloud, Financial Services Cloud, Health Cloud, Platform Cloud, Sales Cloud, and Service Cloud. Check the latest Salesforce documentation for the specific Salesforce services that are supported. Furthermore, this architecture is only applicable to the inbound and outbound exchange of data and does not pertain to the access of the Salesforce UI. The following diagram shows the end-to-end solution of how private connectivity is facilitated bidirectionally. In this example, on-premises servers located on the 10.0.1.0/26 network are required to privately exchange data with applications running on the Hyperforce platform. Figure 1: Using AWS Direct Connect and Salesforce Private Connect to establish private, bidirectional connectivity Prerequisites for Private Connectivity Between Salesforce and On-Premise Network In order to implement this solution, the following prerequisites are required on both the Salesforce and AWS side. Salesforce Refer to Salesforce documentation for detailed requirements on migrating your Salesforce organization to Hyperforce. AWS Network flow between on-premises data center and Salesforce API The following figure shows how both inbound and outbound traffic flows through the architecture. Figure 2: Network flow between on-premises data center and Salesforce Inbound Outbound Considerations for Private Connectivity Between Salesforce and On-Premise Network Before you set up the private, bidirectional exchange of organizational data with AWS Direct Connect, AWS Transit Gateway, and Salesforce Private Connect, review these considerations. Resiliency We recommend that you set up multiple AWS Direct Connect connections to provide resilient communication paths to the AWS Region, especially if the traffic between your on-premises resources and Hyperforce is business-critical. Refer to the AWS documentation on how to achieve high and maximum resiliency for your AWS Direct Connect deployments. For inbound traffic flow, we recommend that the VPC endpoint is configured across Availability Zones for high availability. Configure customer DNS records for the Salesforce API with IP addresses associated with the VPC endpoint and implement the DNS failover or load-balancing mechanism on the customer side. For outbound traffic flow, we recommend that you configure your Network Load Balancer with two or more Availability Zones for high availability. Security For inbound traffic flow, source IP addresses used by the incoming connection are displayed in the Salesforce Private Connect inbound configuration. We recommend that these IP ranges be used in Salesforce configurations that permit the enforcement of source IP. Refer to the Salesforce documentation Restrict Access to Trusted IP Ranges for a Connected App to learn how you can use these IP ranges can to control access to the Salesforce APIs. You access Salesforce APIs using an encrypted TLS connection. AWS Direct Connect also offers a number of additional data in transit encryption options, including support for private IP VPNs over AWS Direct Connect and MAC security. An IP virtual private network (VPN) encrypts end-to-end traffic using an IPsec VPN tunnel, while MAC Security (MACsec) provides point-to-point encryption between devices. For outbound traffic flow, we recommend that you configure TLS listeners on your Network Load Balancers to ensure that traffic to the Network Load Balancer is encrypted. Cost optimization If your use case is to solely facilitate access to Salesforce, you can use a virtual private gateway and a private VIF instead to optimize deployment costs. However, if you plan to implement a hub-spoke network transit hub interconnecting multiple VPCs, we recommend the use of a transit gateway and a transit VIF for a more scalable approach. Refer to the Amazon Virtual Private Cloud Connectivity Options whitepaper and AWS Direct Connect Quotas for the pros and cons of each approach. Conclusion Salesforce and AWS continue to innovate together to provide multiple connectivity approaches to meet customer requirements. This post demonstrated how AWS Direct Connect can be used in conjunction with Salesforce Private Connect to secure end-to-end exchanges of data in industries where the use of the internet is not an option. 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

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July 19, 2024in Hyperforce
Tableau Cloud Hyperforce
26Jun

Tableau Cloud Hyperforce

What to Know About Tableau Cloud Migration to Hyperforce Tableau Cloud is transitioning to Hyperforce, Salesforce’s next-generation infrastructure for the public cloud, in the second half of 2024. This shift promises enhanced security, scalability, and compliance, allowing customers to better manage data residency and adhere to local regulations. Here’s a closer look at what Hyperforce is, the benefits it brings to Tableau Cloud, and how to learn more about this significant upgrade. What is Hyperforce? Hyperforce is Salesforce’s advanced infrastructure architecture tailored for the public cloud. It marks a significant technological advancement, enabling applications to perform with greater security and efficiency. Unlike traditional hardware-dependent setups, Hyperforce is built on a foundation of code, allowing seamless deployment across global regions. This flexibility ensures effective data residency management and compliance with local laws. This might be a good time to consider moving to Tableau Cloud. Shifting workloads to software-as-a-service (SaaS) solutions has been an increasing priority for organizations for years. As we build for a world facing new economic challenges and uncertainty, executives have increasingly looked to Tableau Cloud, our SaaS offering, to help them develop their own competitive advantages, easily scale, and maximize efficiency. Flexera’s 2023 State of the Cloud reports that 51% of data is now in the public cloud, and nearly half of their survey respondents indicated their organization plans to move from on-premises software to SaaS. More and more organizations are turning to cloud solutions to reduce operational costs and drive their own digital transformation. Benefits of Tableau Cloud on Hyperforce When Tableau Cloud transitions to Hyperforce, customers will experience immediate benefits while retaining the familiar user experience and functionality. Here’s what to expect: Leveraging Salesforce Innovations Hyperforce enables Tableau Cloud to integrate more effectively with Salesforce’s existing innovations and integrations, fostering faster innovation. A notable example is Tableau Cloud Private Connect, which allows secure connections between Tableau Cloud and popular cloud data warehouses and lakes via a private connection, enhancing data transit security. Learning More About the Migration To delve deeper into Salesforce’s Hyperforce platform and the Tableau Cloud migration, refer to the Hyperforce FAQ and the Tableau Cloud Hyperforce Migration article. This migration marks an exciting phase for Tableau Cloud, promising unparalleled scalability, security, and compliance. The enhanced regional availability and compliance standards will enable more organizations worldwide to leverage Tableau Cloud, while the platform’s flexibility will spur faster AI-powered analytics innovations. For those interested in the technical details and implications of this transition, contact Tectonic today. Tableau Cloud is always on the latest version Tableau, which means you get access all of the innovations as soon as they’re available. That means all Tableau AI features that we develop are available to your data community right away. As transformational technologies like LLMs are integrated into Tableau Pulse, your teams can use them to stay up to date on all the most essential metrics immediately. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 26, 2024in Hyperforce, Salesforce Optimization, Salesforce Tableau
Salesforce Instance Refresh Maintenance
26Jun

Salesforce Instance Refresh Maintenance

Preparing for Instance Refresh in Your Organization To support your organization’s ongoing growth, Salesforce occasionally performs an instance refresh, which involves upgrading the infrastructure in their data centers. After this maintenance, your instance will transition to a new data center, and its name will change. This process ensures we continue to deliver the high performance you’ve come to expect from Salesforce. Salesforce Instance Refresh Maintenance. Following these best practices will make this maintenance seamless. Below are answers to some frequently asked questions about instance refresh maintenance. Note: This document is for informational purposes only and does not constitute a legal or binding agreement. Salesforce may modify its policies and practices at its sole discretion. Frequently Asked Questions Salesforce Instance Refresh Maintenance Conclusion Staying informed and prepared for instance refreshes ensures a smooth transition and continued high performance of Salesforce. Follow best practices, adjust configurations as needed, and utilize the provided resources for a seamless experience. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 26, 2024in Hyperforce, Mulesoft

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