Mulesoft Archives - gettectonic.com

04May

Slack Fuels Productivity

In today’s fast-paced marketing landscape, organizations are navigating a dynamic environment characterized by automation, advanced technology tools, and readily available data. These resources enable businesses to gain deeper insights into customer needs and engage with them effectively across various touchpoints. However, technological advancements, coupled with increasing acquisition costs, necessitate a reimagining of interactions both internally and with customers throughout the buyer journey. Slack Fuels Productivity of marketers worldwide. This insight addresses how. Enterprises leverage Slack to streamline their marketing efforts and accelerate time-to-market. By harnessing the power of Slack, Salesforce marketers enhance productivity and collaboration within their teams. According to Salesforce’s State of Marketing report, 90% of CMOs emphasize the importance of ongoing innovation to maintain competitiveness in the market. Slack empowers marketers in several ways: At Salesforce, marketing is a collaborative effort involving creative leads, field marketing managers, product marketers, and campaign specialists. From content creation to sales enablement and event planning, seamless cross-functional collaboration is essential for driving messaging and demand for the business. Slack serves as the intelligent productivity platform for unifying team members and accelerating work across the entire marketing organization. By leveraging automation and integrations, Salesforce marketers focus on strategic initiatives rather than daily tasks. Slack’s Workflow Builder enables teams to automate routine tasks, freeing up time for more impactful work. Moreover, channels in Slack serve as a central hub for aligning marketing teams, facilitating brainstorming, decision-making, and collaboration. Slack Fuels Productivity by connecting the teams and the processes. Slack’s upcoming AI features, including channel recaps and search answers, will further empower teams to make informed decisions efficiently. By centralizing knowledge and facilitating communication, Slack plays a pivotal role in driving alignment, improving productivity, and fostering stronger partnerships within the marketing ecosystem. Slack revolutionizes marketing operations by providing a platform for seamless collaboration, automation, and knowledge sharing. Salesforce’s use of Slack exemplifies how organizations can leverage intelligent productivity tools to stay agile, drive innovation, and achieve marketing success in today’s competitive landscape. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

May 4, 2024in Mulesoft, Salesforce, Salesforce Slack

23Apr

If Not Informatica, Then Who?

What Lies Ahead for Salesforce’s Acquisition Strategy? If Not Informatica Then Who? The Breakdown: The proposed Salesforce-Informatica acquisition, which promised significant advancements in data integration, quality control, and customer insights, ultimately fell through due to disagreements over the deal’s terms. Impact on Salesforce’s Strategy: The acquisition was positioned as a strategic move for Salesforce, building on its largest acquisition of Slack in 2020, aimed at fortifying its data ecosystem and bolstering its position in data analytics and management through enhanced AI capabilities and data management solutions. Future Acquisition Prospects: With the Informatica deal off the table, attention turns to potential targets like HubSpot. This shift underscores Salesforce’s commitment to maintaining a competitive edge in CRM and marketing automation amidst increasing competition and past acquisitions such as ExactTarget and Pardot. The Details: The anticipated mega-deal, which could have significantly expanded Salesforce’s data capabilities and represented one of its largest acquisitions to date, dissolved due to an inability to reach consensus on deal terms, as reported by multiple sources. Informatica, valued at over billion, specializes in data management software, while Salesforce, the world’s leading CRM software company valued at 1.71 billion, has historically expanded its customer data capabilities through strategic acquisitions. Notably, Salesforce completed its largest acquisition with the $27.7 billion purchase of Slack Technologies in 2020. If Not Informatica, Then Who Boosting Salesforce’s Data Ecosystem: The proposed acquisition of Informatica, first reported by the Wall Street Journal on April 12, aimed to elevate Salesforce’s data capabilities, particularly in areas like data integration, quality control, and customer insights. This strategic move reflected a broader trend in the software industry towards mergers and acquisitions to strengthen capabilities in data analytics and management. By integrating Informatica into Salesforce’s data ecosystem, the company was poised to enhance its AI systems and leverage the Mulesoft infrastructure for improved data cataloging, as well as sophisticated solutions like master data management and data governance. Implications for Marketing and Customer Experience (CX) Professionals: The potential acquisition could have accelerated innovation in customer experience management, empowering CMOs and CX professionals with robust data tools for faster, more informed decision-making. This could have translated into enhanced customer interactions, driving revenue growth and enhancing Salesforce’s competitive position in the market. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

April 23, 2024in Marketing Automation, Mulesoft, Salesforce

15Apr

Salesforce in a Mega-Data Deal with Informatica

Since Salesforce announced its acquisition of Slack for $27.7B in late 2020, the cloud software mega-giant has paused its acquisition strategy due to factors like rising interest rates, declining revenues, and a laser focus on profitability. However, recent leaks from The Wall Street Journal and other news publications suggest that Salesforce in a Mega-Data Deal with Informatica, is in advanced talks to acquire Informatica in a deal worth over $11B. Informatica is a significant player in enterprise data management, boasting revenues of over $1.51B and a workforce of over 5,000 employees. They specialize in AI-powered cloud data management, assisting companies in processing and managing large volumes of data from various sources to derive actionable and real-time insights. Salesforce in a Mega-Data Deal with Informatica The synergies between Informatica and Salesforce are many, with both companies focusing on consolidating data from multiple sources to provide comprehensive business insights. This aligns well with Salesforce’s strategic shift towards AI-driven data processing and analysis, aiming to enhance generative and predictive capabilities. While Salesforce’s previous acquisition of MuleSoft in 2018 for $6.5B has proven successful in facilitating API connectivity for real-time integrations, Informatica brings expertise in ETL (Extract-Transform-Load), data quality, and data movement to and from platforms like Snowflake and Databricks. This potential mega-data deal underscores the growing importance of data in the tech industry, especially with the emergence of generative AI and large language models (LLMs) that enable deeper analysis of vast datasets. Salesforce’s recent rebranding of its platform to “Einstein 1” underscores the convergence of AI and data within its product suite. The company’s emphasis on “AI + Data + CRM” reflects its commitment to leveraging data analytics for CRM enhancement, exemplified by the growth of its Data Cloud product. Partnering with industry leaders like Snowflake, Databricks, AWS, and Google, Salesforce aims to offer comprehensive data solutions that integrate seamlessly with existing systems. Informatica’s capabilities in ETL and Master Data Management (MDM) align with this vision, particularly in streamlining data integration and ensuring data quality across disparate systems. In final thoughts, while the Informatica acquisition is still pending finalization, it represents a strategic move by Salesforce to strengthen its position in the AI and data-driven CRM market. As Salesforce continues to evolve its product ecosystem, this acquisition signals its commitment to innovation and leadership in the era of AI-powered data analytics. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

April 15, 2024in Generative AI, Mulesoft, Salesforce, Snowflake

12Apr

Government CRM System

Explore How Governments Can Modernize Services for Citizens with Government CRM System What is CRM in Government? CRM (Customer Relationship Management) systems in government streamline administrative tasks, allowing public servants to concentrate on enhancing citizens’ daily lives. Does the US Government Use Salesforce? Salesforce is valuable to the US federal government due to its highly customizable nature, catering to diverse agency needs and projects. Understanding AI in Government: Reshaping Public Sector Services Enhancing Workforce Skills for Better Constituent Experiences and Efficient Agency Operations The AI revolution presents opportunities for governments to enhance efficiency and service delivery. AI technologies can significantly improve data processing, cybersecurity, public planning, and other critical areas. Government agencies must raise awareness about the benefits of AI and upskill employees to bridge the AI skills gap. This transformation enables workers to better serve the public and foster trust between sectors. However, the rapid adoption of AI also raises concerns about a potential skills crisis, as highlighted by a survey revealing insufficient high-quality AI and machine learning resources. While AI promises to create new jobs, it may also displace certain roles. Organizations must prepare employees for this shift, ensuring they transition to higher-value work and acquire the necessary AI skills. Data Modernization: Paving the Way for an AI-Optimized Future Modernizing data infrastructure is essential for leveraging AI effectively. Employees can upskill in data science and AI, facilitating this transition from traditional workflows to AI-driven processes. Applications of AI in Government AI offers transformative potential across various government functions, such as traffic management, healthcare delivery, and administrative tasks like paperwork processing. Government agencies can enhance operations through AI-driven insights, improving efficiency, and service delivery for citizens. Challenges and Opportunities in AI Adoption Despite the promise of AI, many public agencies lack sufficient AI and data management capabilities among their workforce. Effective Education and Training for AI Implementation Organizations must prioritize AI education and responsible usage to better serve the public while upholding stringent security standards. Understanding Government Cloud Salesforce Salesforce Government Cloud and Government Cloud Plus provide dedicated instances of Salesforce’s Customer 360 suite, tailored to meet government requirements. Enhancing Government Efficiency with Modern CRM Solutions Explore How CRM Software Can Revolutionize Citizen Engagement and Government Operations CRM systems empower local governments to establish meaningful connections with citizens, improving service delivery and operational efficiency. Key Features of Local Government CRM Software Discover essential CRM features for local government agencies, including workflow automations, communication tools, data security, citizen contact management, real-time analytics, and business intelligence reporting. Evaluating CRM Data-Quality Solutions Evaluate CRM solutions based on security, flexibility, scalability, interoperability, ease of use, and customization capabilities to enhance government operations effectively. Strategies for Implementing CRM Workflows in Government Implement CRM systems strategically to improve service delivery and constituent engagement, focusing on data integration and minimizing the need for complex coding during deployment. By embracing modern CRM technologies and AI solutions, governments can enhance efficiency, transparency, and citizen satisfaction, ushering in a new era of effective public service delivery. Government CRM System. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

April 12, 2024in Mulesoft, Salesforce Experience Cloud, Salesforce Public Sector Solutions

09Apr

What is Salesforce Einstein 1?

The bold new future of enterprise AI requires a new type of platform. What is Salesforce Einstein 1? One platform that can handle terabytes of disconnected data, gives you the freedom to choose your AI models, and connects directly into the flow of work, all while maintaining customer trust. The Einstein 1 Platform unifies your data, AI, CRM, development, and security into a single, comprehensive platform. It empowers IT, admins, and developers with an extensible AI platform, facilitating fast development of generative apps and automation. What is Salesforce Einstein 1 Einstein 1 has a mixture of artificial intelligence tools on the platform, and it kind of mirrors the way the core Salesforce platform is built, standardized and custom. We have out of the box AI features such as sales email generation in Sales Cloud, and service replies in Service Cloud. What is Einstein One? Einstein One seamlessly integrates our robust data platform with Data Cloud, offering a comprehensive AI and data-driven solution within our CRM service. As the leading comprehensive AI for CRM, Salesforce Einstein transforms the Customer Success Platform by incorporating a suite of integrated AI technologies, making it more intelligent and accessible to innovators worldwide. Introducing the Einstein One Platform The future of enterprise AI demands a groundbreaking platform capable of managing terabytes of diverse data, providing the flexibility to select AI models, and seamlessly integrating into daily workflows while maintaining customer trust. The Einstein One Platform consolidates data, AI, CRM, development, and security into a singular, comprehensive platform. It empowers IT, administrators, and developers with an extensible AI platform, facilitating rapid development of generative apps and automation. Salesforce has made significant investments in enhancing the Einstein One platform by introducing two prompt engineering features – a testing center and prompt engineering suggestions, demonstrating the company’s commitment to advancing AI capabilities. Data-driven and AI-driven customer experiences are vital in constructing Data Cloud. Salesforce’s predictive AI, Einstein, has been operational since 2016, conducting over a trillion predictions per week. The company continuously evolves its capabilities, introducing generative AI products like Einstein GPT, discussed at Dreamforce [2023]. ‘Customer 360′ now represents Salesforce customers’ ability to transform into customer-centric entities, delivering integrated and cohesive experiences across sales, marketing, service, and commerce. Leveraging Data Cloud, structured and unstructured engagement data comes alive, offering a personalized perspective of customer interactions. Einstein is accessible through various Salesforce products, including Sales Cloud, Service Cloud, Marketing Cloud, Salesforce Platform, Analytics Cloud, and Community Cloud. What is the Einstein One platform? Salesforce’s Einstein One is a transformative platform that securely integrates data, connects multiple Salesforce products, and empowers customer-centric businesses to create AI-driven apps, revolutionizing CRM interactions. What applications are connected with the Einstein One platform? Einstein Trust Layer: Ensuring the security of generative AI applications within Salesforce, this application acts as a safeguard for data, preventing unauthorized access. Data Cloud: Unifying structured and unstructured data, Data Cloud completes the customer 360 profile, integrating seamlessly with the Einstein One platform and making data actionable. Einstein Copilot: A built-in conversational assistant, Einstein Copilot enables users to ask questions in Natural Language and receive intelligent answers, actions, and more. Copilot Studio: An essential component of Einstein One, Copilot Studio manages Einstein One and Einstein Copilot, allowing businesses to control user access and use generative AI in their workspace. Prompt Builder, Skill Builder, Model Builder: Tools within Copilot Studio, these components empower businesses to create trusted AI prompts, add skills to user access, and choose AI models. What is Data Cloud for Einstein One? Data Cloud, combined with the Einstein Trust Layer, provides secure access to a unified data repository, forming a reliable resource for complete customer profiles and supporting AI assistants. Data Cloud facilitates valuable visualizations through reports, dashboards, and tools like Tableau, offering insights to enhance understanding of customers and business operations. What will Einstein One do for businesses? Einstein One aims to: Increase productivity Reduce operational costs Enhance the delivery of exceptional customer experiences The debut of Einstein One marks a significant stride for Salesforce and businesses, offering a secure path to boost productivity through AI technologies, ensuring continuous access to cutting-edge technologies for businesses. Where can generative AI impact businesses today? Generative AI has the potential to impact businesses by enhancing repetitive processes, making them faster. Exploring text-based processes, such as repetitive emails or form filling, is a great starting point for businesses looking to enhance capabilities. What can generative AI do for sales, service, field service teams? Generative AI can positively impact teams by automating processes, offering intelligent insights, and improving overall efficiency. Specific use cases for generative AI in sales, service, and field service teams can be explored through Salesforce’s 101 video series. What does Einstein One Tableau do? Einstein One Data Cloud, formerly known as Genie, serves as a metadata management tool connecting data from various sources. It makes data usable for AI and analysis, integrating with Einstein One, Tableau, and Salesforce’s CRM applications. Is Salesforce Einstein the same as Tableau? Formerly known as Einstein Analytics, Tableau CRM is Salesforce’s premium analytic platform, offering a powerful way to explore data, especially for current Salesforce users. Salesforce has renamed Einstein Analytics to Tableau CRM, reflecting its commitment to empowering users to make better decisions faster. In essence, the Einstein One platform combines Salesforce Data Cloud, Einstein Copilot, and the Einstein Trust Layer, providing a comprehensive solution for secure and connected data, facilitating generative AI on a comprehensive platform. Salesforce’s Einstein One Platform & the Data-Driven Revolution This innovation has the potential to revolutionize the way businesses interact with their customers. In this insight, we delve deeper into this transformative development, offering valuable insights, considerations for implementation, and the indispensable expertise of Tectonic as a data-oriented technology partner. Salesforce Data Cloud and Einstein AI are now seamlessly integrated into the Einstein One Platform. This integration empowers companies to effortlessly connect their diverse data sources, enabling the creation of AI-driven applications with minimal coding effort. Moreover, it forges a cohesive view of your data across

April 9, 2024in Artificial Intelligence, Data, Einstein 1 Platform, Einstein Insights, Enterprise, Generative AI, Google, Mulesoft, Salesforce, Salesforce Data Cloud, Salesforce Einstein, Salesforce Sales Cloud, Technology

18Mar

Custom Copilot Actions

How to Create a Custom Copilot Action Custom Copilot Actions allow you to extend Copilot’s functionality within Salesforce, enabling users to perform tasks specific to your business needs. By utilizing invocable Apex classes, autolaunched flows, and prompt templates, you can build custom actions tailored to your organization’s requirements. Extend your unified copilot with custom actions. Before You Begin: Steps to Create a Custom Copilot Action: Testing and Deployment: Understanding Einstein Copilot Einstein Copilot is Salesforce’s AI assistant designed to enhance productivity and user experience across various applications and departments. Admins can configure and deploy Copilots to empower users with AI capabilities, streamlining workflows and increasing efficiency. Out-of-the-Box Actions: In the Spring ’24 release, Einstein Copilot offers several out-of-the-box actions, including: Customization and Future Development: Admins can create custom actions to tailor Copilot’s capabilities to their organization’s specific requirements. Custom actions enable tasks such as updating records and integrating with external systems, enhancing productivity and efficiency. When you create a custom action, you build it on top of platform functionality you want to make available in Einstein Copilot, such as invocable Apex classes, autolaunched flows, or prompt templates. Adding custom actions lets you customize your copilot and get more mileage out of your current Salesforce platform capabilities. Access to a custom copilot action depends on the type of Salesforce action it references. For example, if a custom action was built using a flow, the custom action adheres to the permissions, field-level security, and sharing settings configured in the flow. Use Cases and Considerations: Typical Use Cases: Considerations: Building Custom Copilot Actions: Power of Custom Actions: Custom actions extend Copilot’s capabilities, offering a wide range of use cases and functionalities. Actions can be built using flows, prompts, or Apex, providing flexibility and customization options. Descriptive Instructions: Accurate descriptions of actions, inputs, and outputs are essential for Copilot’s understanding and execution. Clear instructions provide context and improve response accuracy. Best Practices: Einstein Copilot, coupled with custom actions, empowers organizations to optimize workflows and drive efficiency. By following best practices and leveraging the full potential of Copilot, Salesforce admins can enhance user experiences and unlock new levels of productivity. Explore these features within your organization to realize the benefits of Salesforce Einstein Copilot Custom Actions. Assign an action to your copilot from the Copilot Actions page, the record page for an action, or the Copilot Action Library tab of the actions panel in the Copilot Builder. Your copilot must be deactivated. To test your action and preview how the output appears in a copilot conversation, open the copilot in the Copilot Builder and start a preview conversation. Enter utterances that you expect to trigger your action, and then make adjustments to the copilot action instructions based on your results. What powers Einstein Copilot custom actions? By facilitating the flow of work through smart, AI-driven actions, Einstein Copilot enhances efficiency and decision-making. Here’s how organizations can harness its power through the design of custom actions, ensuring their operations are as streamlined and effective as possible. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 18, 2024in Mulesoft, Salesforce Einstein

11Mar

Customized Conversational AI Assistant

Create and Customize a Conversational AI Assistant for CRM Einstein Copilot is your all-in-one CRM AI assistant, seamlessly integrated into every Salesforce application. It empowers teams to accelerate tasks with intelligent actions, deploy conversational AI with built-in trust, and easily scale a unified copilot across your organization. Customized Conversational AI Assistant. Einstein 1 Studio Customize and Enhance AI for CRM:Einstein 1 Studio allows you to tailor Einstein Copilot to your specific business needs. Configure actions, prompts, and models to create a personalized AI experience. Users can interact with the AI using natural language, making task execution more intuitive and efficient. Copilot Builder Expand Einstein Copilot with Advanced Features:Enhance Einstein Copilot by integrating actions with familiar Salesforce platform features like Flows, Apex code, and Mulesoft APIs. Convert workflows into copilot actions and test these interactions within a user-friendly interface, enabling you to monitor and refine your copilot’s performance. Prompt Builder Accelerate Employee Task Completion:Design prompt templates that quickly summarize and generate content, helping employees complete tasks faster. Create prompts that draw from CRM data, Data Cloud, and external sources to make every business task more relevant. Develop prompts once and deploy them across Einstein Copilot, Lightning pages, and flows. Model Builder Integrate and Manage AI Models:Incorporate your predictive AI models and large language models (LLMs) within Salesforce through the Einstein Trust Layer. Utilize no-code ML models in Data Cloud, and manage all your AI models from a centralized control platform, ensuring seamless operation and integration. Deploy Trustworthy AI Leverage Generative AI with Built-In Safeguards:Einstein Copilot is designed to ensure the privacy and security of your data, while improving result accuracy and promoting responsible AI use across your organization. Built directly into the Salesforce Platform, the Einstein Trust Layer offers top-tier features and safeguards to ensure your AI deployments are trustworthy. “The combination of AI, data, and CRM allows us to help busy parents solve the ‘what’s for dinner’ dilemma with personalized recipe recommendations their family will love.”— Heather Conneran, Director, Brand Experience Platforms, General Mills Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 11, 2024in Data, Generative AI, Mulesoft, Salesforce

07Mar

Embed Einstein Copilot

We’ve all been hearing about Einstein, Salesforce’s AI, for some time now. At Trailblazer DX yesterday we learned a whole lot more. Read on to know why you should embed Einstein Copilot in your Salesforce org. Salesforce has introduced Einstein 1 Studio, a suite of low-code tools that empowers Salesforce admins and developers to tailor Einstein Copilot, the CRM’s conversational AI assistant, and seamlessly integrate AI into any application for a personalized customer and employee experience. Einstein 1 Studio includes Copilot Builder for crafting custom AI actions, Prompt Builder for creating and activating custom prompts, and Model Builder for building or importing various AI models. These tools enable businesses to deliver tailored AI experiences across the Einstein 1 Platform, enhancing productivity and customer satisfaction. Embed Einstein Copilot Key Highlights: Salesforce aims to address challenges enterprises face in unlocking the power of AI across their business by providing intuitive user interfaces, adaptable AI models, and access to trusted customer data. The Einstein 1 Studio tools are designed to boost productivity, enhance customer experiences, and increase operational efficiency. Contact Tectonic today to learn more about putting Einstein to work at your company. Like2 Related Posts 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 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more

March 7, 2024in Einstein 1 Platform, Mulesoft, Salesforce Einstein

05Mar

Salesforce Announces Advances in Public Sector Solutions

Explore the diverse new ways in which advances in Public Sector Solutions revolutionize the provision of public services. Establish interactive application forms and deploy them on an Experience Cloud site accessible to constituents. Develop automated approval processes for efficient application review. Employ dynamic assessments for evaluating applications, and generate care plans and referrals to assist constituents in need. Utilize a trial Salesforce PSS org to explore the product and prepare for implementation. Discover the synergy between the Salesforce platform, a dedicated data model, and a suite of common components that facilitate the implementation of a solution tailored to your agency’s needs. Whether implementing Public Sector Solutions for a municipality, state, province, or at the federal or national level, each public agency has distinct requirements for serving constituents through digital tools and workflows. Public Sector Solutions avoids a one-size-fits-all approach, allowing you to combine various components and tools to create a customized solution for you and your constituents. Salesforce Platform: The cloud-based Salesforce platform, encompassing Sales Cloud, Service Cloud, and Experience Cloud, forms the foundation of Public Sector Solutions and is inclusive with the product. Offering relationship management, case management, collaboration, integration, and data insight capabilities, the platform provides a 360-degree view of constituents for more effective service, management, and interaction. Adhering to stringent data security regulations, the platform allows quick deployment and scalability, with flexibility for expansion. Data Model: The Public Sector Solutions data model is tailored for government agencies, encompassing objects for defining regulatory agencies, authorization types, codes, constituents as business or person accounts, visits, complaints, violations, and more. Whether managing licenses and permits, conducting inspections, or overseeing social services programs, the data model accommodates diverse governmental tasks. Industry Common Layer: A suite of no-code and low-code components and tools, including OmniStudio, Action Plans, Document Tracking and Approvals, OmniStudio Document Generation, Business Rules Engine, and more, enables automation of traditionally paper-based processes. Common layer components facilitate the creation of dynamic forms, application reviews, complex policy decisions, and more. Prebuilt Apps: These elements culminate in several prebuilt applications, each addressing specific needs: Contact Tectonic today to explore Salesforce public sector 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 5, 2024in Mulesoft, Public Sector Solutions, Salesforce, Salesforce Experience Cloud, Salesforce Public Sector Solutions

10Feb

Create Test and Refine Prompt Templates With Prompt Builder

Salesforce has introduced Prompt Builder, a revolutionary tool powered by generative AI, designed to enhance business tasks by seamlessly integrating prompts into workflows. This article delves into the core AI concepts underlying Prompt Builder, offering insights into creating, managing, testing, and refining prompt templates for optimal performance. Before digging into the intricacies of this new innovation, let’s first explore what generative AI means for administrators. Create Test and Refine Prompt Templates With Prompt Builder. Understanding Key Terms: Key Features of Prompt Builder: Utilizing Prompt Templates: Testing and Refining Prompt Templates: Deploying Prompts: Designing Effective Prompt Templates: Embracing Generative AI with Prompt Builder: As Prompt Builder prepares for its general availability in Spring ’24, businesses can anticipate a paradigm shift in how they harness AI to propel their operations forward. Whether seasoned Salesforce Admins or newcomers to AI integration, Prompt Builder offers a gateway to unlocking the myriad possibilities of generative AI within Salesforce. Create Test and Refine Prompt Templates With Prompt Builder. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

February 10, 2024in Data, Generative AI, Mulesoft, Salesforce, Salesforce Einstein

16Jan

Spring ’24 Enhancements for Salesforce Mulesoft, Slack, and Salesforce Customer Success

Enhancements for Salesforce Mulesoft, Slack, and Salesforce Customer Success Spring ’24. Anypoint Code Builder for Desktop MuleSoft Design, develop, and deploy APIs and integrations from a single environment. RPA—Unified Flow MuleSoft The Spring ’24 release brings together features and enhancements that streamline business-IT collaboration, reduce time-to-value, and maximize efficiency. These include new I/O variables based on JSON that make integration easier, bots that can be pooled to scale up or down as needed, Anypoint/Composer flows that can be invoked by RPA, and more. Anypoint Studio Update MuleSoft Studio 7.16 includes improvements to asset import, API development, and CloudHub deployment experiences. Anypoint Flex Gateway: Policy Development Kit MuleSoft Policy Development Kit allows developers to simply and easily build custom policies for Anypoint Flex Gateway using Rust. MuleSoft Direct for Industry Clouds: Loyalty, Automotive, and Manufacturing MuleSoft Connect to industry systems faster directly from Salesforce for Loyalty, Automotive, and Manufacturing Cloud. Anypoint Monitoring: Data Exporter for OpenTelemetry MuleSoft Centralize data export for all telemetry data in Anypoint Platform for faster integration with third-party monitoring services using Data Exporter for OpenTelemetry. Azure Event Hubs Connector MuleSoft MuleSoft’s newest Azure Event Hubs connector seamlessly integrates with MuleSoft applications, allowing users to send and receive messages from Azure Event Hubs without the need for complex coding or configuration. This connector is ideal for constructing real-time data pipelines and event-driven applications. Workflow Builder Enhancements Slack Create time-saving automations with new connectors that seamlessly connect your business tools. Create even more powerful workflows that automate work across multiple systems. Slack Canvas Enhancements Slack Create, organize, and share essential information–right in Slack. The new canvas gallery is a centralized place to quickly find templates to use as-is or customize to suit your needs. Customer Success Score Enhancements Customer Success Signature Success Plan customers now have new data for sandboxes and Data Cloud. The Success Score now provides AI-powered actionable recommendations to improve business outcomes. Expert Coaching Enhancements Customer Success Expert Coaching offers new refreshed sessions, all-new programs, and more. Experts guide you on how to get the most out of Salesforce through sessions to onboard, adopt, and grow your business. Stay tuned to Tectonic’s Insights for more details and news from Salesforce. Enhancements for Salesforce Mulesoft, Slack, and Salesforce Customer Success. Like Related Posts 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 Public Sector Salesforce Solutions Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing Read more Integration With Salesforce What is Salesforce Integration? Integration is the process of establishing connections between two or more applications within an enterprise system. Read more Cooking with Salesforce Restaurant Management Platform Onboards Thousands of Customers Monthly Using Salesforce for Seamless Sales and Service Management SAN FRANCISCO—April 23, 2019—Salesforce Read more

January 16, 2024in Mulesoft, Salesforce Slack

20Dec

Salesforce Marketing Cloud for a Healthcare Provider

Personalized Care & Communication: Salesforce Marketing Cloud for a Healthcare Provider As the elderly become more tech-savvy, they expect modern, efficient ways to communicate with healthcare providers. A regional Medicare provider in the Northeastern United States faced challenges with their outdated communication systems. Relying solely on paper mail, postcards, and phone calls, the organization struggled to connect with members, lacked visibility into the success of their campaigns, and experienced early turnover due to minimal engagement. These inefficiencies strained the customer experience and made it clear that modernization was overdue. To address these challenges, we implemented Salesforce Marketing Cloud to engage customers through email and SMS. Goals for the Project: Tectonic’s Role in the Transformation Tectonic designed and implemented a Salesforce Marketing Cloud solution that transformed how the provider communicated with its members. The solution enabled multi-channel, multi-language communications integrated with Salesforce Health Cloud via the Marketing Cloud Connector and additional systems like MuleSoft and Snowflake. To enhance SMS capabilities, the organization also integrated with Five9. Early collaboration with the provider’s Salesforce Health Cloud team enabled Tectonic to address outdated customer data issues, create safeguards for inaccurate information, and plan future strategies for seamless customer data collection. A custom preference center was also developed and translated into multiple languages. Overcoming Data Challenges Accurate customer data was a significant obstacle—only 60% of records included valid email or mobile phone numbers, with an even smaller percentage having both. Tectonic conducted multiple working sessions to develop strategic efficiencies and establish a foundational process for gathering and cleansing member contact information. Customized journeys were created to ensure messaging aligned with available communication channels. For example: Key Outcomes Tectonic’s efforts allowed the healthcare provider to modernize their communications, better analyze engagement data, and improve member interactions. The results exceeded expectations: Impact Across Departments This project not only improved member communication but also empowered internal departments—including Marketing, Customer Experience, Sales, and Retention—with easy-to-understand metrics. It laid the foundation for future campaigns, enhanced data accuracy, and fostered stronger member relationships. By leveraging Salesforce Marketing Cloud and Tectonic’s expertise, the healthcare provider transformed its operations to deliver personalized, timely communication and ensure lifelong member satisfaction. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

December 20, 2023in Data, Mulesoft, Salesforce, Salesforce Health Cloud, Salesforce Marketing Cloud, Snowflake

19Oct

Anypoint Code Builder for Desktop

Anypoint Code Builder for Desktop represents MuleSoft’s cutting-edge integrated development environment (IDE) designed for developers to seamlessly create, develop, and deploy APIs, integrations, and automations within a unified environment. This innovative tool empowers developers by offering: Anypoint Code Builder for Desktop MuleSoft is excited to announce the official release of Anypoint Code Builder for Desktop, a groundbreaking addition to the MuleSoft family. This next-generation IDE revolutionizes the approach to API and integration development, promising increased speed, enhanced intuitiveness, and higher efficiency. Seamless Connections At MuleSoft, the mission is to enable organizations to seamlessly connect their systems, applications, and data, and Anypoint Code Builder is a significant stride toward achieving this goal. Recognizing the need for change in core integration tooling due to rapid technological advancements, they decided to build a new IDE from the ground up, catering to modern and future-looking use cases. Anypoint Code Builder is positioned as the future of API and integration development at Mulesoft, offering a next-generation developer experience. It empowers developers to design, develop, and deploy APIs and integrations seamlessly from a unified environment. The tool provides robust features, including flexible workspaces and the integration of AI to generate code and integration flows using natural language. Built-in Connectors The platform includes built-in connectors and access to a variety of connectors from Anypoint Exchange. Developers have two options to get started: a local version on VS Code for the desktop or a cloud version accessible directly from Anypoint Platform. The desktop version, now generally available, can be installed in three easy steps, allowing developers to work from their local machines. The cloud version is currently available in open beta, with plans for a full release in the first half of 2024. It’s essential to understand the difference between Anypoint Code Builder and Anypoint Studio. Anypoint Code Builder is based on Visual Code Builder, running as a service in the browser, while Anypoint Studio is based on Eclipse. Anypoint Code Builder goes beyond API implementation, also supporting API design and development. Like Related Posts 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 and Zendesk Integration Zendesk Connection Salesforce and Zendesk integration. Create a remote connection using the Zendesk connector to sync data from Zendesk to Read more Salesforce Inbox Explained Salesforce Inbox explained. Enhance the productivity of sales reps with Inbox features, enabling efficient management of every email message, whether Read more Public Sector Salesforce Solutions Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing Read more

October 19, 2023in Mulesoft

09Oct

Einstein 1 is Coming

What Does the New Einstein 1 Data Cloud Mean for Your Organization? Einstein 1 is Coming One of the major announcements at Dreamforce was the exciting intro that Einstein 1 is Coming. The Einstein 1 Data Cloud is now natively integrated with the Einstein 1 Platform. This integration allows users to connect any data, create unified customer profiles, and enhance every customer experience with AI, automation, and analytics. This is a giant step for Salesforce-kind. It can revolutionize the ways businesses engage with their customers. While this announcement is exciting, what does it mean for organizations at different stages of their Salesforce journey? In this insight, we explore the announcement details, considerations for using the Einstein 1 Data Cloud in your company, and how Tectonic can assist in navigating this new offering. What’s New with the Platform? The integration of Salesforce Data Cloud and Einstein AI into the Einstein 1 Platform marks a significant enhancement. The platform integration enables companies to securely connect any data, build AI-powered apps with low code, and deliver superior CRM experiences. It unifies data across the enterprise by mapping it to Salesforce’s underlying metadata framework, regardless of how the data is structured in disparate systems. Regardless of how complex it is. What is Einstein 1 Data Cloud? The Key to Unified Data Salesforce Einstein 1 Data Cloud unifies customer data, enterprise content, telemetry data, Slack conversations, and other structured and unstructured data to create a single view of the customer. This integration unlocks otherwise siloed data and scales operations in new ways: Salesforce has announced that Enterprise Edition and above customers can use Data Cloud at no additional cost. However, organizations should consider their position on the Salesforce maturity curve before implementation. Data Cloud’s capabilities, while extensive, might not fully optimize data for organizations further along in their Salesforce journey without a thorough trial. What is the Einstein Conversational Assistant? An AI-Powered Shift Einstein now includes a generative AI-powered conversational assistant featuring Einstein Copilot and Einstein Copilot Studio. These tools operate within the Einstein Trust Layer, a secure AI architecture native to the Einstein 1 Platform that ensures data privacy and security. Why Should Organizations Consider Einstein 1? Customer data is often fragmented and siloed across disparate systems, preventing a unified view necessary for informed business decision-making. Data unification is essential for data-driven decision making and fully getting the full ROI of AI. AI is a major trend in technology, but effective AI requires comprehensive, aligned data. Without a unified data foundation, AI’s potential is limited. Einstein 1 with Data Cloud provides the solution by consolidating data, enabling the training of AI models to make optimal decisions and recommendations. How Can Tectonic Help You Transition? Tectonic brings extensive Salesforce expertise and industry-specific experience in sectors heavily reliant on data, such as healthcare, financial services, and travel and tourism. These industries face strict data regulations and often have siloed data in legacy systems. Einstein 1 helps organizations achieve a 360-degree view of their customers by unifying data. Tectonic can assist in maximizing AI on the Salesforce platform by building a robust data foundation and providing a roadmap for future scalability. While both Einstein 1 and AI Cloud are Salesforce terms that promise AI-driven capabilities, there are differences to consider. Einstein 1 Platform is a comprehensive suite that includes Data Cloud, AI tools, and automation capabilities. In contrast, AI Cloud is more of an overarching term that might encompass Einstein 1 as part of its suite, focusing on the broader application of AI across Salesforce’s entire range of products and services. Understanding these distinctions is critical in identifying which solution aligns with your organizational needs. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

October 9, 2023in Einstein 1 Platform, Mulesoft, Salesforce, Salesforce Data Cloud, Salesforce Einstein

09Oct

Case Study: Largest Native American Tribe in the US-Citizen Engagement for Tribes-Salesforce Public Sector Solutions (PSS)/Health Cloud/Experience Cloud/Marketing Cloud and Mulesoft

Citizen Engagement for Tribes Salesforce Tribal Government MuleSoft Experience Cloud Health Cloud Public Sector Solutions (PSS) Health Cloud Experience Cloud Tribal Nation Solutions MuleSoft Marketing Cloud salesforce tribal government mulesoft Industry: Tribes – Government & Healthcare PROBLEM: SOLUTION: Implementation of Salesforce Public Sector Solutions (PSS), Health Cloud, Experience Cloud, Marketing Cloud & MuleSoft: RESULTS: Like1 Related Posts 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 Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more

October 9, 2023in Mulesoft, Salesforce Experience Cloud, Salesforce Government Cloud, Salesforce Health Cloud, Salesforce Marketing Cloud, Salesforce Public Sector Solutions, Salesforce Success Stories

Mulesoft

Slack Fuels Productivity

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Custom Copilot Actions

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Spring ’24 Enhancements for Salesforce Mulesoft, Slack, and Salesforce Customer Success

Anypoint Code Builder for Desktop

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Case Study: Largest Native American Tribe in the US-Citizen Engagement for Tribes-Salesforce Public Sector Solutions (PSS)/Health Cloud/Experience Cloud/Marketing Cloud and Mulesoft

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