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Salesforce Einstein Copilot

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 Salesforce Unveils Einstein: AI Built into Every Cloud The Next Era of CRM Intelligence Salesforce is taking AI beyond standalone features—introducing Einstein, an embedded AI layer across its Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more

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Advances in Public Sector Solutions

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

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Salesforce prompt builder

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

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Salesforce

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

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Marketing Cloud Cloudpages

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

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Anypoint Code Builder for Desktop

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

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Einstein 1 is Coming

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

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Salesforce Success Story

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

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Crucial Role of Data and Integration in AI at Dreamforce

The Crucial Role of Data and Integration in AI at Dreamforce

Understanding The Crucial Role of Data and Integration in AI at Dreamforce At this year’s Dreamforce, AI is the star of the show, but two essential supporting actors are data and integration. Enterprises are increasingly recognizing the importance of unifying their diverse data sources for effective analysis and swift action, and the race to harness AI makes this integration even more critical. Integration is key not only for merging data but also for automating end-to-end processes, enabling organizations to move faster and deliver better outcomes to customers. Crucial Role of Data and Integration in AI at Dreamforce. It’s no surprise that MuleSoft, acquired by Salesforce five years ago, is now a major contributor to Salesforce’s growth. Brian Millham, President and COO at Salesforce, highlighted this during the company’s recent Q2 earnings call: “In Q2, nearly half of our greater than $1 million deals included MuleSoft. As customers integrate data from all sources to drive efficiency, growth, and insights, MuleSoft has become mission-critical and was included in half of our top 10 deals.” Breaking Down Silos Param Kahlon, EVP and General Manager for Automation and Integration at Salesforce, recently discussed the investments customers are making in data and integration. He emphasized the importance of breaking down operational silos: “We are in the business of breaking silos across systems to ensure that data can travel seamlessly through multiple systems and people for processes like order-to-cash or procure-to-pay. Our technology connects these dots.” The surge in AI interest has increased the urgency to act, as Kahlon explained: “Creating data repositories for AI algorithms requires real-time data across silos, driving significant demand for our integration solutions.” Consolidating Data Enterprises have long struggled with data consolidation due to monolithic application stacks with separate data stores. This has been a challenge even within Salesforce’s own products. Last year, Salesforce introduced a Customer Data Platform (CDP) called Data Cloud, which includes a real-time data layer named Genie. Kahlon elaborated on its significance: “Data Cloud’s strength lies in its understanding and storage of Salesforce metadata. This native integration allows for real-time actions within Salesforce, enhancing the ability to aggregate, reason over, and act on data.” For example, when a customer contacts a bank, Data Cloud can compile their ATM usage, website interactions, and recent support cases, providing the agent with a comprehensive view to better assist the customer. Leveraging Metadata for AI Salesforce’s metadata layer, which has been fine-tuned over two decades, gives it a distinct advantage. Kahlon noted: “This metadata-based architecture allows us to create meaningful AI algorithms that are natively consumed within Salesforce, enabling visualization and action based on real-time data.” This is crucial for training the underlying Large Language Model (LLM) accurately, ensuring generated content is contextually grounded and trustworthy. Kahlon emphasized: “The trust layer is essential. We need to ensure no hallucination or toxicity in the LLM’s responses, and that communications align with our company’s values.” Real-Time Data and API Management Data Cloud’s ability to connect to other data sources like Snowflake without duplicating data is a significant benefit. Kahlon commented: “Duplicating data is not desirable. Customers need real-time access to the actual source of truth.” On the integration front, APIs have simplified connecting applications and data sources. However, managing API sprawl is crucial. Kahlon explained: “Standardizing API use and publishing them in a centralized portal is essential for reusability and consistency. Low-code platforms and connectors are becoming increasingly relevant, enabling business users to access data without relying on IT.” Automation and AI The demand for automation is growing, and low-code tools are vital. Instead of integration experts being overwhelmed, organizations should establish Centers for Excellence to focus on creating reusable connectors and automations. Kahlon added: “Companies need low-code tools to involve more business users in the transformation journey without slowing down due to legacy applications.” In the future, AI may further ease the workload on integration specialists. MuleSoft recently introduced an API Experience Hub to make APIs discoverable, and AI might eventually help monitor execution logs and manage APIs more effectively. Kahlon concluded: “AI could help developers find and use APIs efficiently, enhancing security and governance while simplifying access to data across the organization.” Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Marketing Cloud 360

Marketing Cloud 360

Make every moment with prospects and customers count with Salesforce Marketing Cloud 360. In today’s competitive landscape, personalized experiences are essential for meeting customer expectations and fulfilling their unique needs. Understanding customer behavior and preferences is not just a bonus insight but a critical requirement for businesses looking to market products and services effectively. Salesforce Customer 360 plays a pivotal role in enabling seamless customer journeys for both B2B and B2C companies by optimizing internal and external channels. Customer 360 is a comprehensive Salesforce technology suite—a unified CRM platform that bridges the gap between customers and businesses. It provides a 360-degree view of customer data based on their past interactions. Salesforce Marketing Cloud is an essential component. Marketers face challenges in applying insights to marketing strategies, and the speed of gaining insights is crucial. A significant percentage of marketers monitor cross-channel performance monthly or less. They find it too time consuming. They don’t have dedicated resources or tools. In recent years, data privacy regulations have driven businesses towards a consumer-first, consent-based approach to data collection. Technology plays a crucial role in helping marketers adapt to these changing standards and expectations. Salesforce Customer 360 offers an integrated CRM platform that organizes user data and provides a consolidated view of customers’ perceptions of businesses. It allows you to better identify users and make data-driven decisions. Customer 360 enables businesses to establish strong connections with data sources and other applications. It’s a flexible platform designed to meet the essential needs of companies in understanding their customers. Organizations can access a centralized database of user information to develop targeted multi-touch campaigns, track campaign effectiveness, evaluate sales opportunities, and gain actionable insights. However, a significant percentage of marketers evaluate cross-channel marketing performance in silos, either at the channel or platform level, instead of using a centralized view. Data integration and management remain challenges in achieving a cohesive view of cross-channel performance. Marketers encounter obstacles in connecting data from different business units and preparing data across sources. Marketing Cloud 360 Salesforce Customer 360 offers key components that facilitate deeper customer connections: Salesforce Customer 360 empowers organizations to leverage customer data effectively, drive personalized experiences, and optimize marketing campaigns. Key features of Salesforce Customer 360 include: Salesforce Customer 360 integrates seamlessly with other systems through MuleSoft, facilitating data integration and enabling personalized customer experiences. By implementing Salesforce Customer 360 and Salesforce Marketing Cloud, businesses can unify customer data, drive more meaningful interactions, and gain a competitive advantage through superior customer experiences and data-driven decision-making. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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The Evolution of Salesforce Data Cloud

The Evolution of Salesforce Data Cloud

The Evolution of Salesforce Data Cloud Salesforce’s journey to Data Cloud started with its acquisition of Krux in 2016, which was later rebranded as Salesforce DMP. This transformation gained momentum in 2019 when Salesforce introduced its customer data platform (CDP), incorporating Salesforce DMP. Subsequent acquisitions of Datorama, MuleSoft, Tableau, and Evergage (now Interaction Studio) enriched Salesforce CDP’s functionality, creating today’s robust Data Cloud. Understanding Customer Data Platforms (CDPs) A customer data platform (CDP) aggregates customer data from multiple channels to create a unified customer profile, enabling deeper insights and real-time personalization. A CDP serves as a centralized customer data repository, merging isolated databases from marketing, service, and ecommerce to enable easy access to customer insights. Salesforce’s “State of Marketing” report highlights the impact of CDPs, noting that 78% of high-performing businesses use CDPs, compared to 58% of underperformers. This analysis explores the evolution of CDPs and their role in transforming customer relationship management (CRM) and the broader tech ecosystem, turning customer data into real-time interactions. Key Functions of a Customer Data Platform (CDP) CDPs perform four main functions: data collection, data harmonization, data activation, and data insights. Origins of Customer Data Platforms (CDPs) CDPs evolved as the latest advancement in customer data management, driven by the need for a unified marketing data repository. Unlike earlier tools that were often limited to specific channels, CDPs enable real-time data synchronization and cross-platform engagement. Advances in AI, automation, and machine learning have made this level of segmentation and personalization attainable. The Future of Customer Data Platforms (CDPs) The next generation of CDPs, like Salesforce’s Data Cloud, supports real-time engagement across all organizational functions—sales, service, marketing, and commerce. Data Cloud continuously harmonizes and updates customer data, integrating seamlessly with Salesforce products to process over 100 billion records daily. With Data Cloud, organizations gain: Benefits of a Customer Data Platform (CDP) CDPs provide comprehensive insights into customer interactions, supporting personalization and cross-selling. Beyond segmentation, they serve as user-friendly platforms for audience analysis and data segmentation, simplifying day-to-day data management. Data Cloud allows organizations to transform customer data into personalized, seamless experiences across every customer touchpoint. Leading brands like Ford and L’Oréal utilize Data Cloud to deliver connected, real-time interactions that enhance customer engagement. The Need for Customer Data Platforms (CDPs) CDPs address critical data management challenges by unifying disjointed data sources, resolving customer identities, and enabling seamless segmentation. These capabilities empower companies to maximize the potential of their customer data. CDP vs. CRM CDPs are an evolution of traditional CRM, focusing on real-time, highly personalized interactions. While CRMs store known customer data, CDPs like Data Cloud enable real-time engagement, making it the world’s first real-time CRM by powering Salesforce’s Customer 360. Selecting the Right CDP When choosing a CDP, the focus often falls into two areas: insights and engagement. An insights-oriented CDP prioritizes data integration and management, while an engagement-focused CDP leverages data for real-time personalization. Data Cloud combines both, integrating real-time CDP capabilities to deliver unmatched insights and engagement across digital platforms. Content updated October 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Migrating from Zoho to Salesforce

Migrating from Zoho to Salesforce

Migrating from Zoho to Salesforce is a major undertaking that can significantly enhance a business’s CRM processes as it scales. To ensure a smooth transition, careful planning, data preparation, and execution are essential for accurate and efficient data transfer. In this guide, we’ll outline a step-by-step approach to migrating from Zoho to Salesforce, covering everything from pre-migration planning to post-migration follow-up. Step 1: Pre-Migration Planning 1. Evaluate Your Business RequirementsBegin by assessing your current and future CRM needs. Identify critical functionalities in Zoho that you depend on and determine which Salesforce features will either replace or enhance them. Consider: This evaluation ensures that Salesforce is configured to align with your business processes during the migration. 2. Assign a Project TeamForming a dedicated project team is crucial for a successful migration. Include stakeholders from various departments, designate a project manager to oversee the migration, and enlist CRM specialists familiar with both Zoho and Salesforce. You might also consider hiring a certified Salesforce consultant or partner to assist with technical aspects. 3. Backup Your DataBefore starting the migration, back up your data from Zoho. Export all relevant information, including: This backup ensures you have a complete copy in case any issues arise during the migration. Step 2: Preparing Salesforce for Migration 1. Customize Salesforce to Fit Your NeedsNow is the time to tailor Salesforce to reflect your existing business processes. Review the custom fields, objects, workflows, and automations in Zoho, replicating or enhancing them in Salesforce. Salesforce’s high customization level allows you to optimize your CRM for your team’s specific needs. 2. Set Up IntegrationsIf you’ve been using third-party tools integrated with Zoho, establish the corresponding integrations in Salesforce. The Salesforce AppExchange offers a range of integrations, from email marketing platforms to accounting systems. Ensure the necessary tools are connected before migrating your data. Step 3: Data Migration 1. Map Data FieldsTo facilitate accurate data transfer between Zoho and Salesforce, map your Zoho data fields to their Salesforce counterparts. For instance, “Account Name” in Zoho should correspond to “Account” in Salesforce. Create equivalent custom fields in Salesforce if they exist in Zoho. 2. Cleanse Your DataData cleansing is vital to ensure only relevant, accurate, and up-to-date information is migrated. Remove duplicates, outdated contacts, and incorrect data from Zoho. This step streamlines the migration process and enhances the quality of your Salesforce database. 3. Choose a Migration ToolSelect an appropriate tool for migrating data between CRMs, such as: Depending on your data’s complexity, choose a tool that provides additional support, such as mapping or automation features. 4. Perform a Test MigrationConduct a test migration using a subset of your data before proceeding with the full migration. This allows you to verify that everything transfers correctly and identify any issues with data formatting, relationships between objects, or custom fields. Adjust your mapping and migration processes based on the test results. Step 4: Full Data Migration Once you’re satisfied with the test migration results, proceed with the complete data migration from Zoho to Salesforce. This process may take time, depending on your data‘s size and complexity, so plan for downtime or staggered migrations to minimize disruptions to your team’s workflow. Step 5: Post-Migration Setup and Testing 1. Validate Your DataAfter the full migration, verify that all data has been transferred accurately. Check for discrepancies between Zoho and Salesforce records, ensuring that relationships (e.g., contacts linked to accounts) remain intact. 2. Recreate Automation and WorkflowsRe-establish any automations, workflows, or triggers that were functioning in Zoho within Salesforce. Utilize Salesforce’s automation tools, like Process Builder or Flow, to replicate these processes. Adjust them as necessary to leverage Salesforce’s advanced capabilities. 3. Train Your TeamSuccessful migration extends beyond data transfer; it’s crucial to ensure your team is equipped to use Salesforce effectively. Conduct training sessions focused on new features and workflows, providing documentation or cheat sheets to facilitate adjustment. 4. Monitor System PerformancePost-migration, monitor your Salesforce instance for any performance issues or data inconsistencies. Make necessary adjustments and ensure that integrations are functioning as expected. Step 6: Post-Migration Follow-Up 1. Run Parallel OperationsConsider operating both systems in parallel for a brief period to confirm Salesforce is fully functional before phasing out Zoho. This allows your team to continue using Zoho if critical issues arise in Salesforce during the transition. 2. Optimize Your Salesforce InstanceOver time, identify opportunities to further customize and optimize Salesforce to meet your evolving needs. Regularly review workflows, automations, and reporting to fully utilize Salesforce’s advanced features. Who Should You Work With A successful migration from Zoho to Salesforce involves key stakeholders from various departments to ensure the new CRM setup aligns with company processes. Typical Migration Timelines The duration of a Zoho to Salesforce migration typically depends on your data’s complexity and the required customizations. For smaller businesses with straightforward CRM setups, the process may take 4 to 6 weeks, encompassing planning, data mapping, testing, and training. However, larger organizations with extensive custom fields, workflows, and third-party integrations may require 3 to 6 months. Allow ample time for thorough testing and validation to ensure data accuracy and system functionality before going live. User training and post-migration follow-up are also critical for a smooth transition. Conclusion Migrating from Zoho to Salesforce is a growth step in enhancing your company’s CRM capabilities and positioning it for future growth. By meticulously planning your migration, cleansing your data, and configuring Salesforce to meet your business requirements, you can facilitate a smooth transition and leverage Salesforce’s powerful features from day one. With the right preparation and support, your business will be well-equipped to scale, streamline operations, and achieve long-term success using Salesforce. If you need assistance with your migration, don’t hesitate to contact Tectonic for a quote. Content updated September 2024. 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

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Salesforce Data Cloud Explained

Salesforce Data Cloud Explained

Salesforce Data Cloud, previously recognized as Salesforce CDP/Genie, made its debut at Dreamforce 2022, hailed by Salesforce as one of the most significant innovations in the company’s history. A hyperscale data platform built into Salesforce. Activate all your customer data across Salesforce applications with Data Cloud. Data Cloud facilitates the intake and storage of real-time data streams on a massive scale, empowering automated tasks that result in highly personalized experiences. Data can be sourced from diverse Salesforce data outlets, including Mulesoft, Marketing Cloud, and others, along with customers’ proprietary applications and data sources. Subsequently, it can dynamically respond to this real-time data by automating actions across Salesforce CRM, Marketing Cloud, Commerce, and more, inclusive of automating actions through Salesforce Flow. What is the Salesforce data cloud? Data Cloud is the fastest growing organically built product in Salesforce’s history (i.e. Salesforce built it themselves, not via acquisitions). Data Cloud could be described as the ‘Holy Grail of CRM’, meaning that the data problem that’s existed since the infancy of CRM is now finally solvable. Data Cloud is the foundation that speeds up the connectivity between different ‘clouds’ across the platform. However, Data Cloud is also a product that can be purchased. While not all Salesforce customers have licensed Data Cloud, being at the foundation means they are still taking advantage of Data Cloud to a degree – but this all becomes even stronger with Data Cloud as a personalization and data unification platform. What is the history of Data Cloud? Salesforce has gone through several iterations with naming its CDP product: Customer 360 Audiences → Salesforce CDP → Marketing Cloud Customer Data Platform → Salesforce Genie → Salesforce Data Cloud. In some instances, changes were made because the name just didn’t stick – but what’s more important to note, is that some of the name changes were to indicate the significant developments that happened to the product. Salesforce Data Cloud Differentiators Data Cloud, in itself, is impressive. While many organizations would consider it expensive, if you were to flip the argument on its head, by buying your own data warehouse, building the star schema, and paying for ongoing compute storage, you’d be looking to spend 5 to 10 times more than what Salesforce is charging for Data Cloud. Plus, data harmonization works best when your CRM data is front and center. There are other key differentiators that helps Data Cloud to stand out from the crowd: Is data cloud a data lakehouse? That means that Data Cloud is now not just a really good CDP, it’s now a data lake which will be used in sales and service use cases. But it also means that we can start to fundamentally move some of our higher-scale consumer products like Marketing and Commerce onto the platform. Is Snowflake a data Lakehouse? Snowflake offers customers the ability to ingest data to a managed repository, in what’s commonly referred to as a data warehouse architecture, but also gives customers the ability to read and write data in cloud object storage, functioning as a data lake query engine. What is the benefit of Salesforce data cloud? Data Cloud empowers Salesforce Sales Cloud with AI capabilities and automation that quickly closes deals and boosts productivity across every channel. It drives customer data from all the touchpoints and unifies it separately in individual customer profiles. Salesforce Data Cloud is a powerful data warehouse solution that allows companies to effectively manage and analyze their data. What is the difference between Salesforce CDP and data lake? Talking abut Salesforce CDP is a little bit like a history lesson. While a CDP provides a unified, structured view of customer data, a data lake, on the other hand, is more of a raw, unstructured storage repository that holds a vast amount of data (more than just customer data) in its native format until it’s needed. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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What is Health Cloud

What is Health Cloud?

Salesforce Health Cloud, a specialized platform designed for healthcare organizations, aims to streamline operations and provide personalized care. By leveraging cloud technology, mobile capabilities, and social integration, Health Care Cloud enhances productivity, reduces costs, and offers a comprehensive view of patient data. Salesforce keeps electronic personal health information (ephi) safe and secure. Since its inception, Salesforce Health Cloud has evolved significantly to meet the unique and challenging needs of the healthcare sector. The introduction of Customer 360 for Health marks a milestone in fostering empathetic care and promoting collaboration among healthcare teams. What is Salesforce Health Cloud? At its core, Health Cloud facilitates seamless collaboration among healthcare teams to ensure optimal patient care. With robust security measures in place, patient data remains secure and accessible only to authorized personnel. Salesforce Health provides care teams with convenient access to both clinical and non-clinical patient information, including health conditions, medications, appointment history, communication preferences, and data from Electronic Health Records (EHRs). Categorized under Salesforce Industry Clouds, Health Cloud combines CRM capabilities with specialized features tailored for healthcare providers, payers, medical device companies, and pharmaceutical manufacturers. Its goal is to deliver personalized, connected care across the entire, sometimes disjointed healthcare ecosystem. Why Use Salesforce Health Cloud? Salesforce Health offers benefits to various stakeholders within the healthcare industry, including providers, payers, manufacturers, and research organizations. In a challenging healthcare landscape, Health Cloud addresses concerns such as managing complex patient data and enhancing patient experiences effectively. Success stories from organizations like New England Biolabs and John Muir Health highlight the impact of Health Salesforce in streamlining operations, improving customer satisfaction, and enhancing care coordination. Despite its transformative potential, widespread adoption and success require rebuilding patient trust, delivering empathetic care, and prioritizing data security. Tools like Health Cloud play a crucial role in achieving these goals. The Health Cloud Data Model Central to Salesforce Health is the flexible Health Cloud Data Model, built atop the Salesforce Platform. This model organizes diverse healthcare data sources, leveraging standard objects like Accounts and Contacts alongside custom objects tailored for healthcare applications. The data model revolves around organizing data around the patient, providing care teams with a holistic view for informed decision-making and personalized care. It supports interoperability and adheres to healthcare data standards like HL7 and FHIR, enabling seamless integration with EHRs and other healthcare applications. Key Features of Salesforce Health Salesforce Health Cloud offers a suite of robust features, including: Patient 360: Provides a unified view of the patient, consolidating demographics, clinical data, and interactions for informed decision-making and personalized care. Care Plans: Enables care teams to create, track, and manage personalized care plans, incorporating goals, tasks, and milestones to monitor patient progress. Care Coordination: Facilitates collaboration among care teams, supporting secure messaging and information sharing across providers. Health Timeline: Offers an interactive visualization of a patient’s medical history, including encounters, lab results, and medications, aiding in understanding and decision-making. Einstein Analytics for Healthcare: Utilizes AI to deliver advanced insights and predictions, empowering organizations to enhance patient outcomes and operational efficiency. Patient 360 for Health In addition to existing features, Salesforce introduces new innovations under Patient 360 for Health, powered by AI. These updates include: Advanced Therapy Management: Streamlines treatment processes for pharmaceutical companies, offering full visibility into patient treatment. Salesforce Genie for Healthcare: Integrates real-time clinical and non-clinical data to create comprehensive patient profiles. AI-Supported Health Timeline: Enhances navigation and accessibility of patient records and journeys through AI. Home Health: Automates intake and scheduling for in-home treatment, optimizing patient preferences. Data Cloud for Healthcare: Connects clinical and non-clinical patient data from multiple sources into a real-time patient profile. MuleSoft Direct for Health Cloud: Provides out-of-the-box connectors to access EHR data, facilitating smoother integration. Tableau Accelerators for Health Cloud: Offers ready-to-use dashboards for various use cases, empowering teams with data-driven insights. Integration With MuleSoft Salesforce Health seamlessly integrates with MuleSoft, enabling organizations to connect with existing EHRs, billing systems, and healthcare applications. MuleSoft’s Anypoint Platform provides pre-built connectors and APIs to simplify integration and unlock the full potential of healthcare data. Salesforce Health Cloud is not only a powerful platform for healthcare organizations but also a catalyst for positive change in patient care and operational efficiency. By leveraging HC’s capabilities, healthcare organizations can deliver exceptional patient experiences, streamline processes, and ensure data security and compliance. With continuous integration and innovation within the Salesforce ecosystem, Health Cloud remains positioned to drive transformative change in the healthcare industry, addressing challenges and paving the way for a brighter future in healthcare. Considering Salesforce Health Cloud for your practice? Contact Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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AI Drives Insights

AI Drives Insights

Innovations from Salesforce, HubSpot, and One AI are driving deeper insights and streamlining processes. Key Takeaways: AI is transforming the way businesses operate, and customer relationship management (CRM) is no exception. AI has been influencing the CRM space for years, but its impact is now reaching new heights. By harnessing AI algorithms, modern CRM systems offer predictive analytics and deeper insights, enabling brands to understand their customers on an unprecedented level. Advanced AI-enabled CRMs even incorporate sentiment analysis to gauge customer perceptions and provide automation tools to free marketers from mundane tasks. The global AI market, currently valued at 2.3 billion, continues to expand rapidly. From 2020 to 2022, annual corporate investments in AI startups increased by $5 billion, reflecting the growing demand for AI-driven innovations. As CRM vendors introduce more AI capabilities, it’s important to understand the unique approaches each one takes to differentiate themselves and deliver specific benefits. Salesforce and Einstein GPT: A New Era with OpenAI’s ChatGPT On March 7, 2023, Salesforce introduced Einstein GPT, a generative AI technology integrated into its CRM platform. Combining real-time data from Salesforce’s Data Cloud with OpenAI’s ChatGPT, Einstein GPT allows users to input natural-language prompts to streamline tasks and decision-making. Salesforce has long invested in AI. In 2017, it launched its Einstein AI as part of Service Cloud. By 2019, Salesforce had partnered with OpenAI to explore AI research and integrate advanced models into its ecosystem. The acquisition of Slack in 2020 further strengthened its AI capabilities by incorporating advanced messaging and communication tools into the CRM environment. Marc Benioff, CEO of Salesforce, highlighted the significance of AI’s growth: “The world is experiencing one of the most profound technological shifts with real-time technologies and generative AI. This comes at a pivotal moment as every company is focused on connecting with their customers in more intelligent, automated, and personalized ways.” Einstein GPT is set to transform customer engagement, with applications across Salesforce’s various platforms, including Tableau, MuleSoft, and Slack. HubSpot CRM: AI-Powered Content Assistant A day before Salesforce’s AI announcement, HubSpot revealed its own AI-powered features: the Content Assistant and ChatSpot.ai. These tools aim to enhance CRM users’ productivity while creating stronger connections with customers. HubSpot’s Content Assistant helps marketing and sales teams ideate, create, and share content through generative AI capabilities. It can suggest blog titles, create content outlines, and assist with crafting content for blogs, emails, landing pages, and websites. ChatSpot.ai, on the other hand, offers a natural-language chat experience to simplify CRM tasks for HubSpot users. HubSpot has also invested in AI for other functions, including conversation intelligence, data enrichment, predictive analytics, and content optimization, solidifying its position in the AI-driven CRM landscape. With AI advancements from companies like Salesforce, HubSpot, and One AI, the future of CRM is poised for enhanced efficiency, automation, and personalized customer interactions. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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