Salesforce Archives - gettectonic.com - Page 40
Salesforce AI Journey
02Jul

Salesforce AI Journey

“We’re on an Incredible Journey”: Why Salesforce’s AI Push is Just Beginning This article originally appeared in TechRadar by Mike Moore. Salesforce AI Journey. When it comes to leveraging AI to enhance global workforces, some companies are leading the charge, particularly when their technology is at the forefront. Salesforce, known for its robust AI tools, is one such company pushing the boundaries. At its recent World Tour London event, Salesforce emphasized its commitment to AI, showcasing how its Einstein tools are already benefiting customers worldwide. TechRadar Pro spoke with Paul O’Sullivan, SVP, Solution Engineering & UKI, CTO, Salesforce, about the company’s vision for enhancing efficiency and productivity across all markets, particularly in the UK. A Wave of Innovation “We’re on an incredible journey,” O’Sullivan stated, referencing Salesforce’s $4 billion investment in the UK and Ireland in 2023. “We’re well-positioned in the UK to maximize AI’s potential and help our customers achieve true value.” This ambition is epitomized by Salesforce’s new AI center in London. The 40,000 square foot facility is set to be a hub for AI collaboration and development, addressing the growing demand for AI technology. O’Sullivan hinted that this is just the beginning. “We’re an innovation-led company—always looking ahead,” he said, highlighting the UK’s history of driving innovation as a positive indicator for AI’s future in the capital. Growing Demand and Education As demand for AI tools and services increases among businesses of all sizes, O’Sullivan acknowledged the rapid pace of change in the AI landscape. “It starts with education—at all levels,” he noted, recognizing the varying degrees of AI knowledge among business leaders. O’Sullivan compared the current AI momentum to past technological revolutions like cloud computing, websites, and ecommerce. Companies had to adapt quickly to avoid falling behind, and he noted that the window for catching up with AI might be even smaller. He predicted a “steady wave of innovation” in AI before it becomes ubiquitous in the business world, with various models and platforms vying for dominance. “It feels like everyone is in a race for AI,” he added, “and there’s a collective agreement that AI will enhance productivity and efficiency, benefiting both the bottom and top lines of big enterprises.” Human Jobs and AI Looking forward, O’Sullivan dismissed concerns that AI would replace human jobs. He suggested that AI would instead create new opportunities for human workers. “I think human nature is inherently curious,” he said. “We will continue to explore new ways of doing things and offer different levels of connection and service.” Drawing parallels to the industrial revolution, O’Sullivan pointed out that machines didn’t eliminate jobs; they increased productivity and efficiency. He believes AI will have a similar impact. “We’re going to see a new level of productivity and efficiency with AI, just as we did with the industrial revolution,” he concluded. Salesforce’s AI journey is only just beginning, promising exciting advancements and opportunities for businesses and workers alike. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 2, 2024in Salesforce, Salesforce Einstein
Hubspot Hacked
01Jul

Hubspot Hacked

HubSpot recently disclosed a “security incident” where unauthorized access was attempted on several customer accounts. HubSpot is an American software company that provides tools for inbound marketing, sales, and customer service. It was founded in 2006 by Brian Halligan and Dharmesh Shah, and is today best-known for its all-in-one growth platform that helps businesses attract visitors, convert leads, and close customers.. The CRM company detected the incident on June 22, though it was publicly acknowledged six days later by Alyssa Robinson, Chief Information Security Officer at HubSpot. HubSpot seems to have suffered a data breach, but claims to have everything in hand – for now. Robinson stated that the incident involved bad actors targeting a limited number of HubSpot customers, aiming to gain unauthorized access to their accounts. Upon detection, HubSpot promptly activated its incident response procedures and has since been in contact with affected customers, taking necessary steps to revoke unauthorized access and safeguard customer data. HubSpot Hacked With how the statement was worded, it would seem that the attackers, whoever they are, tried to break into the account – but not necessarily succeeded. Still, the company proceeded with the usual practice in case of a cyberattack: “HubSpot triggered our incident response procedures, and since June 22 we have been contacting impacted customers and taking necessary steps to revoke the unauthorized access and protect our customers and their data,” said Robinson. As of Friday, June 28, HubSpot has not disclosed any communication from the hacking group, nor has it specified the full scope of the incident or the exact number of impacted customers. Despite having over 100,000 paying customers and achieving significant financial milestones, such as breaking the $1 billion annual recurring revenue (ARR) mark, HubSpot’s stock price remained stable amid the news, which surfaced through TechCrunch. Ironically, this incident follows HubSpot’s recent announcement of new data protection capabilities for its Smart CRM users. However, it underscores the ongoing challenges faced by major enterprise tech providers regarding cybersecurity. HubSpot says fewer than 50 customer accounts were victims of a breach in late June, all impacted customers were notified and all has been quiet since the initial incident. As of May 2024, HubSpot had more than 216,000 customers, so an incident that impacts fewer than 50 doesn’t seem like a big deal, unless of course you’re one of the accounts involved. What we know:  The company is not releasing many details about the incident other than the basic facts. The company said in a June 28 release that it detected a security incident on June 22, 2004, where bad actors were attempting to gain access to customer accounts without authorization. HubSpot’s detection of the breach triggered its incident response procedures and the company notified impacted accounts. On June 28 and again on July 1, 2024, the company reported no further signs of a problem. What’s not known at this time is whether the attack was targeting a specific group of HubSpot customers. Back in March 2022, fewer than 30 HubSpot customers were impacted by a data breach, but all of the impacted customers were in the cryptocurrency business. HubSpot joins a growing list of enterprise tech firms experiencing cybersecurity incidents. While recent arrests, such as that of the alleged ringleader behind attacks on Twilio, LastPass, and Mailchimp, offer some hope, cybersecurity threats continue to evolve with the proliferation of digital devices and AI accessibility. This trend poses new risks, including the misuse of AI technologies like deepfakes, as highlighted by concerns raised by organizations like OpenAI. As businesses expand their digital presence and adopt new technologies, they must remain vigilant against evolving cybersecurity threats to protect sensitive information and maintain customer trust. HubSpot is an American software company that provides tools for inbound marketing, sales, and customer service. It was founded in 2006 and is today best-known for its all-in-one growth platform that helps businesses attract visitors, convert leads, and close customers. Impact for Marketers As marketers, our martech stacks are heavily reliant on cloud-based SaaS applications (like HubSpot) and cloud-based data storage from vendors like Amazon’s AWS and Google Cloud. Even on-premise applications and data are a security risk. The applications running in the cloud and the data stored there are at arm’s length from your data security professionals. More than 80% of the data breaches recorded in 2023 involved data stored in the cloud, according to the Harvard Business Review. Big breaches impacting millions of consumers get a great deal of attention, like those that struck Sony or Target in years past. But smaller, targeted attacks can be devastating to the businesses that have their data exposed, though they fly under the radar of the national press. The number of reported data breaches increased 78% from 2022 to 2023. The cost of the average breach surpassed $4 million in 2023 and is up 15% since 2020. How secure is HubSpot? Is my data secure with HubSpot? All communications between a web client and HubSpot servers are protected using TLS (1.0, 1.1, 1.2) protocol encryption using 2048 bit keys. We also provide customers with the ability to enable Two-Phase Authentication (2FA) to prevent unauthorized use of their portals. Another July Hack One of the most significant data leaks in recent history is reported to have occurred on July 4. The leak, dubbed RockYou2024 by the original poster, “ObamaCare”, on a leading hacking forum, compiled 9,948,575,739 unique passwords into plain text. This means close to ten billion passwords were leaked. That said, the RockYou2024 is primarily a compilation of all previous password leaks and is built on a prior RockYou2021 compilation of 8.4 billion passwords. That means between RockYou2021 and RockYou2024, about 1.5 billion passwords were added to the list. Further, according to the hacker, at least a few of these passwords were cracked using RTX 4090, a tactic that was warned about earlier. According to Cybernews researchers, “In its essence, the RockYou2024 leak is a compilation of real-world passwords used by individuals all over the world. Revealing that

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July 1, 2024in Salesforce Shield
Global Medical Device Sales CRM Software Market
01Jul

Global Medical Device Sales CRM Software Market

Exploring the Global Medical Device Sales CRM Software Market: A Comprehensive Analysis The primary objective of this market research report turned Tectonic insight is to analyze the market environment and dynamics of the Global Medical Device Sales CRM Software Market. Of course at Tectonic we are partial to Salesforce. Travel into the Global Medical Device Sales CRM Software Market Venturing into the realm of the Global Medical Device Sales CRM Software Market reveals an enriching journey of exploration and discovery. This extensive research initiative explores deep into the nuances of the Medical Device Sales CRM Software industry, offering valuable insights on market trends, growth potentials, competitive dynamics, and the profound and continued influence of COVID-19. Through a detailed examination, the report constructs a structured narrative encompassing essential themes, methodologies applied, services provided, market valuation insights, and compelling reasons to attract investors to this narrative. Insights Enclosed in the Global “Medical Device Sales CRM Software Market” Report Medical Device Sales CRM Software Market Segmentation Methodologies & Tools Employed Market Valuation & CAGR Statistics The report details market value figures and Compound Annual Growth Rates (CAGRs), reflecting specific reports analyzed and varying timeframes reviewed for precise statistical comparisons. Unpacking COVID-19’s Influence The report unveils how pandemic upheavals have impacted facets such as consumer behaviors, supply chain disruptions, and broader shifts in overall marketplace dynamics. Key Players in the Medical Device Sales CRM Software Market Force Manager, Salesforce, Netsuite, Veeva Multichannel CRM, HubSpot, Pipedrive, SPOTIO, LeadSquared, PatientPop, Thryv, Zoho CRM, ChannelTrace, AcuityMD, Solo Fire, Showpad, Penrod, ConnectSx, Zendesk Sell, HashMicro, Insightly, Creatio, MaximizerCRM. Investors’ Potential Benefits In conclusion, this exhaustive exploration into the multifaceted realm of the global Medical Device Sales CRM Software marketplace offers invaluable insights into industry dynamics. It paves an informed path for decision-making processes and strategic planning endeavors for stakeholders, whether from large corporations or small businesses. About Orbis Research Orbis Research (orbisresearch.com) serves as a single point aid for all market research requirements, specializing in delivering customized reports tailored to clients’ needs. With a vast database of reports from leading publishers and authors worldwide, Orbis Research ensures accuracy and specialization in industries and verticals, enabling clients to map their specific market research needs effectively. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 1, 2024in Salesforce Health and Life Sciences Solutions, Salesforce Implementation Services
Ten Years of Data Lessons
01Jul

Ten Years of Data Lessons

Lessons Learned from a Decade in Data Science Over the past ten years, working in analytical roles at various companies—from a small fintech startup in Europe to high-growth pre-IPO scale-ups like Rippling and big tech firms such as Uber and Meta—has provided a wealth of insights. Each company had a unique data culture and view on data, and each role presented its own challenges and hard-learned lessons. Here are ten key ideas from this decade of experience, applicable to any company regardless of stage, product, or business model. Final Thoughts Some of these points may initially seem challenging, such as pushing back against cherry-picked narratives or adopting a more pragmatic approach over perfection. However, embracing these practices will ultimately help establish oneself as a true thought partner and a valuable asset to any 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 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 Guide to Creating a Working Sales Plan Creating a sales plan is a pivotal step in reaching your revenue objectives. To ensure its longevity and adaptability to 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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July 1, 2024in Google Analytics, Salesforce Data Cloud
Data Cloud - Facts and Fiction
30Jun

Data Cloud – Facts and Fiction

Salesforce Data Cloud: Debunking Myths and Unveiling Facts If you’ve been active on LinkedIn, attending recent Salesforce events, or even watching a myriad of sporting events, you’ve likely noticed that Salesforce has evolved beyond just CRM. It’s now CRM + DATA + AI. Although Salesforce has always incorporated these elements, with Einstein AI and data being integral to CRM, the latest innovation lies in the Data Cloud. Data Cloud – Facts and Fiction Data Cloud, formerly known as Salesforce Genie, represents Salesforce’s latest evolution, focusing on enabling organizations to scale and grow in an era where data is the new currency. It is the fastest-growing product in Salesforce’s history, pushing new boundaries of innovation by providing better access to data and actionable insights. As Data Cloud rapidly develops, potential clients often have questions about its function and how it can address their challenges. Here are some common myths about Data Cloud and the facts that debunk them. Myth: Data Cloud Requires MuleSoft Fact: While MuleSoft Anypoint Platform can accelerate connecting commonly used data sources, it is not required for Data Cloud. Data Cloud can ingest data from multiple systems and platforms using several out-of-the-box (OOTB) connectors, including SFTPs, Snowflake, AWS, and more. Salesforce designs its solutions to work seamlessly together, but Data Cloud also offers connector options for non-Salesforce products, ensuring flexibility and integration capabilities beyond the Salesforce ecosystem. Myth: Data Cloud Will De-Duplicate Your Data Fact: Harmonizing data in Data Cloud means standardizing your data model rather than de-duplicating it. Data Cloud maps fields to a common data model and performs “Identity Resolution,” using rules to match individuals based on attributes like email, address, device ID, or phone number. This process creates a Unified Individual ID without automatically de-duplicating Salesforce records. Salesforce intentionally does not function as a Master Data Management (MDM) system. Myth: Data Cloud Will Create a Golden Record Fact: Data Cloud does not create a single, updated record synchronized across all systems (a “golden record”). Instead, it retains original source information, identifies matches across systems, and uses this data to facilitate engagements, known as the Data Cloud Key Ring. For instance, it can recognize an individual across different systems and provide personalized experiences without overwriting original data. Myth: You Can’t Ingest Custom Objects from Salesforce Fact: During the data ingestion process, you can select which objects to ingest from your Salesforce CRM Org, including custom objects. The system identifies the API names of the objects and fields from the data source. Ensuring the Data Cloud integration user has access to the necessary information (similar to assigning Permission Sets) allows you to ingest and map custom objects accordingly. Myth: Data Cloud Requires a Data Scientist and Takes a Long Time to Implement Fact: While implementing Data Cloud involves ingesting, mapping data, running identity resolution, and generating insights, it does not necessarily require a data scientist. Skilled Salesforce Admins can often manage data integration from third-party applications. Effective Data Cloud implementation requires thorough planning and preparation, akin to prepping a room before painting. Identifying use cases and understanding data sources in advance can streamline the implementation process. Myth: Data Cloud is Expensive Fact: Data Cloud operates on a consumption-based pricing model. Engaging in strategic conversations with Salesforce Account Executives can help understand the financial implications. Emphasizing the value of a comprehensive data strategy and considering the five V’s of Big Data—Volume, Variety, Veracity, Value, and Velocity—ensures that your data supports meaningful business outcomes and KPIs. In Summary Salesforce Data Cloud represents a significant evolution in managing and leveraging data within your organization. It helps break down data silos, providing actionable insights to drive organizational goals. Despite initial misconceptions, implementing Data Cloud does not require extensive coding skills or a data scientist. Instead, thorough planning and preparation can streamline the process and maximize efficiency. Understanding the value of a comprehensive data strategy is crucial, as data becomes the new currency. Addressing the five V’s of Big Data ensures that your data supports meaningful business outcomes and KPIs. At Tectonic, our team of certified professionals is ready to assist you on this journey. We offer a Salesforce Implementation Solution package to help you get hands-on with the tool and explore its capabilities. Whether you need help understanding your data sources or defining use cases, our data practice can provide the expertise you need. Talk to Tectonic about Data Cloud and discover how our tailored solutions can help you harness the full potential of your data. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 30, 2024in Salesforce Data Cloud
Gearset's Features Empower Salesforce Teams
30Jun

Gearset’s Features Empower Salesforce Teams

Gearset, a leading Salesforce DevOps platform, is introducing a new suite of features aimed at accelerating and improving reliable release management for Salesforce teams. Gearset’s Features Empower Salesforce Teams. These enhancements, including Archiving, expanded Compare and Deploy capabilities, and Flow Navigator, address critical user feedback and deliver tools for optimizing data and enhancing visibility throughout the DevOps lifecycle. According to Matt Dickens, CPO and co-founder of Gearset, effective DevOps strategies rely on accurate and consistent data to deploy applications at the pace of innovation. The latest features empower teams to manage and apply relevant data in real-time, supporting organizations in navigating continuous changes to drive business growth on Salesforce confidently. Gearset Archiving provides organizations with control over Salesforce data storage by consolidating backup, sandbox seeding, and monitoring solutions into a unified platform. By eliminating outdated data from Salesforce orgs, enterprises can reduce storage costs and prevent performance degradation. Key benefits of Archiving include: Dickens explains that Gearset Archiving allows teams to safely store obsolete or legacy data off-platform while maintaining accessibility for future use, without impacting org performance. Maintaining clean and consistent metadata across the organization is crucial for Gearset. Recognizing limitations in Salesforce deployment tools, Gearset’s enhanced Compare and Deploy capability now enables DevOps teams to quickly analyze and compare metadata, facilitating efficient issue identification and resolution during deployments. This update streamlines operations, ensuring faster delivery of business-critical functionality to maximize ROI. Gearset’s Flow Navigator tool introduces visual comparison capabilities for Salesforce deployments, addressing challenges with Flow versioning and enhancing transparency in deployment processes. By presenting flows in their native Salesforce format, Flow Navigator enables teams to better manage deployments and mitigate potential conflicts. Dickens emphasizes that Gearset remains committed to user-driven innovation, aiming to continuously address Salesforce challenges and deliver solutions that save time, reduce stress, and improve efficiency for all customers. In summary, Gearset’s latest release underscores its dedication to empowering Salesforce teams with robust tools tailored to enhance efficiency and reliability across the DevOps lifecycle. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 30, 2024in Salesforce
Summer 24 Release Updates
30Jun

Summer 24 Release Updates

Salesforce’s Summer 24 release updates are designed to help teams work more efficiently with innovations in data, AI, CRM, and trust. These updates aim to save businesses time and enhance the end-user experience with improved search results, personalized experiences, and more. Highlights of Salesforce’s Summer 2024 Updates Activate and Publish a Store Without a Custom Domain Previously, B2B Commerce Lightning Web Runtime (LWR) required purchasing and configuring a custom CDN domain to log in to the storefront, even for demo purposes. Now, users can activate and view the storefront before setting up a custom domain, saving both time and costs. The custom domain and CDN can be configured when ready to go live. Include Attachments When Importing Products Adding attachments to products during import was a manual and time-consuming process. Now, users can include document URLs in the CSV file during product data import, consolidating vital product information and reducing the potential for human error. Implement Einstein Semantic Search Highlighted again from the Spring 2024 release, Einstein Semantic Search is crucial for commerce. It improves search relevance, reduces bounce rates, and increases conversion rates by recognizing synonyms, alternate spellings, abbreviations, typos, and more. Integrate Data Cloud with Enhanced LWR Sites In the context of walled gardens and cookie deprecation, using owned data is critical for future readiness and better customer experiences. Integrating Data Cloud with enhanced LWR sites allows for the collection of user data, such as profile information and site engagement. This data builds user profiles, creates analytics, suggests personalized recommendations, and enhances site personalization. See a Summary of a User’s Permissions and Access Previously, viewing a user’s permissions required multiple clicks and accessing various locations. The new User Access Summary feature displays all permissions directly on the user‘s detail page, streamlining the troubleshooting and access management process. These enhancements in Salesforce’s Summer 2024 release are aimed at improving efficiency, personalization, and user experience, helping businesses to operate smarter and more effectively. Summer 24 Release Updates summarized for you. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 30, 2024in Salesforce Data Cloud, Salesforce Einstein, Salesforce Optimization
Flow Tricks for Salesforce
29Jun

Flow Tricks for Salesforce

Flow enthusiasts everywhere appreciate its capabilities, which continue to evolve as a cornerstone of Salesforce declarative automation. Here are five essential Flow Tricks for Salesforce: In conclusion, embracing Flow not only optimizes business processes but also fosters continuous learning and improvement. By sharing insights and best practices, the Flow community collectively enhances user experiences and drives innovation. Whether you’re new to Flow or a seasoned user, these tips aim to enhance your journey and empower you to explore further possibilities. Share your own tips and experiences below to continue the Flow journey together! Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 29, 2024in Salesforce, Salesforce Einstein
Self Service Customer Service
28Jun

Service Cloud Unlimited Plus Edition Call-out Features

Service Cloud Unlimited Plus Edition Call-out Features Einstein Bots In a few clicks, launch a multi-channel, multilingual bot that integrates with your Salesforce data. Bots automate common tasks and help your teams do more. WhatsApp Conversation Automation with Bots Use an enhanced bot with enhanced Messaging for WhatsApp channels, generally available in Messaging as of March 2023. Seamlessly route WhatsApp conversations to and from an enhanced bot with Omni-Channel Flow. Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions. Setup for Einstein Bots is available only in Lightning Experience. How: Create an enhanced WhatsApp channel. Then add the Route Work flow action to an Omni-Channel flow to route conversations to and from an enhanced bot. Feedback Management Understand customer feedback as it evolves over time by engaging customers and users with relevant, personalized surveys. Incorporate survey data into your feedback management process and gain actionable insights at every stage of the customer lifecycle. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 28, 2024in Salesforce
Salesforce Envision
28Jun

Salesforce Envision

Salesforce: Enabling Customer Experiences Through Integrated Solutions Salesforce is a cloud-based CRM platform offering software, services, and applications designed to create valuable customer experiences. It integrates various organizational departments such as marketing, sales, and services, providing a unified view of the customer. Salesforce Envision is a digital transformation engagement. This insight outlines a typical customer’s journey through a Salesforce Envision Advisory engagement with the Tectonic team. We will highlight three key areas that contribute to a powerful and successful Envision engagement: Outcome-Driven Focus The cornerstone of any Salesforce Envision Advisory engagement is an upfront and honest conversation with the customer about their future business aspirations. Establishing desired outcomes and understanding how customers should perceive the business are critical. This focus is about envisioning future possibilities rather than dwelling on current systems. Collaboration with the Customer Alignment between the customer and the consulting team is essential. Success hinges on ensuring all organizational groups are aligned, as individual great ideas often fail without collective buy-in. Effective collaboration can prevent projects from delivering minimal benefits and adding redundant systems. Planning for Success Understanding customer goals and desired outcomes allows building on existing efforts within business and IT departments. This understanding helps create a roadmap for business transformation, enabling the customer to serve their customers better, achieve efficiencies, and scale for future growth. Every stakeholder must participate in creating this roadmap, aligning with organizational leadership. This roadmap is not merely a technology rollout plan but a capabilities roadmap to meet business outcomes. Business processes and existing IT systems must be analyzed and re-architected for successful execution. What is Salesforce Envision? Salesforce Envision is a design-led engagement enabling organizations to undergo digital transformation to unlock customer insights, build actionable roadmaps, and develop successful solutions. The principles guiding Salesforce Envision include: Envision engagements are typically co-led by a Salesforce Senior Business Architect and a Senior Salesforce Technical Architect to provide guidance and ensure customer alignment. A seasoned Salesforce Solutions Architect leads the Envision discovery process to ensure no stone is left unturned. Typical Phases of an Envision Engagement: The future-state capability matrix, developed from these strategies, identifies IT systems to be decommissioned, contributing to cost and maintenance benefits and supporting a solid business case. This elimination of technical debt can fully offset the long-term costs with the investment in your future success. Final Executive Brief The Envision engagement concludes with an executive brief for business and IT stakeholders, covering: By following these steps, organizations can effectively leverage Salesforce Envision to achieve their digital transformation goals. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 28, 2024in Salesforce
Breaking Down Data Silos with Zero Copy Data Federation
27Jun

Breaking Down Data Silos with Zero Copy Data Federation

Siloed data slows communication, delays data-driven insights, and creates extra work. Learn ways for Breaking Down Data Silos with Zero Copy Data Federation. Overview In today’s data-driven business world, organizations amass vast amounts of data across various touchpoints, centralizing it in data warehouses or lakes to derive business insights. While this data is primarily used for analytics and machine learning, it remains largely inaccessible to business users in Sales, Service, and Marketing, hindering their ability to make data-driven decisions. To address this challenge, Salesforce and Amazon have collaborated to create Zero Copy Data Federation between Salesforce Data Cloud and Amazon Redshift. This integration empowers businesses by providing seamless access to Redshift data within Salesforce Data Cloud, enhancing data integration, and enabling real-time insights without the need for data replication. Benefits of Zero Copy Data Federation This new solution allows businesses to: Salesforce Data Cloud Salesforce Data Cloud unifies all company data into the Einstein 1 Platform, offering a comprehensive 360-degree view of the customer. It integrates diverse datasets such as telemetry data and web engagement data, creating a holistic customer profile that is easy to access and understand. This unified view enables Sales, Service, and Marketing teams to build personalized customer experiences, drive data-driven actions, and leverage trusted AI across all Salesforce apps. Amazon Redshift Amazon Redshift is a fast, fully managed, petabyte-scale data warehouse service designed for efficient data analysis using existing business intelligence tools. It offers superior price-performance compared to traditional data warehousing solutions and supports datasets ranging from a few hundred gigabytes to petabytes. Redshift’s AI-powered massively parallel processing (MPP) architecture facilitates quick, cost-effective business decision-making. Zero Copy Data Federation Zero Copy Data Federation, a feature of Salesforce Data Cloud, enables secure, real-time access to Redshift data without copying it. This capability maintains data in its original location, eliminating replication overhead and ensuring current information access, thus enhancing data integration while preserving data integrity and efficiency. Data federated from Amazon Redshift is represented as a native data cloud object, powering various Data Cloud features, including marketing segmentation, activations, and process automation. This allows businesses to enrich unified customer profiles in Salesforce Data Cloud with transactional data from Redshift, gaining insights, harnessing predictive and generative AI, and delivering highly personalized experiences. Setting Up Zero Copy Data Federation To configure Zero Copy Data Federation in Salesforce Data Cloud: Use Cases Zero Copy Data Federation enables various use cases: Conclusion Zero Copy Data Federation between Salesforce Data Cloud and Amazon Redshift empowers businesses to dismantle data silos, enhance customer experiences, and drive operational efficiencies. By enabling real-time access to Redshift data within Salesforce Data Cloud, organizations can make informed decisions, personalize customer interactions, and optimize resources across various functions. This integration sets a new benchmark for data-driven business success in the digital age. Check out the Salesforce Zero Copy Data Federation announcement for more details. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 27, 2024in Einstein 1 Platform, Generative AI, Salesforce Data Cloud
Data Cloud Features and Connectors
27Jun

Data Cloud Features and Connectors

Leveraging New Features and Connectors in Salesforce’s Data Cloud Salesforce’s Data Cloud is rapidly evolving with continuous updates and new functionalities, including AI advancements. Keeping pace with these changes can be challenging. This insight explores the latest features and how to effectively utilize them to enhance your Salesforce environment. Data Cloud Features and Connectors. Are CDP and data Cloud the same? Data Cloud is more than just your traditional CDP. It’s the only data platform native to the world’s #1 AI CRM. This means that marketers can quickly access and easily action on unified data – from across the entire business – to drive growth and increase customer lifetime value. Introducing the Feature Manager The Winter ‘24 update introduced the Feature Manager, a powerful tool that simplifies managing Data Cloud’s features. It allows you to easily enable, disable, and monitor AI and beta features within the platform. Where to Find It You can find the Feature Manager in the navigation pane under the Features section, providing a centralized and intuitive way to manage your Data Cloud capabilities. Enable Data Cloud Features Using the Feature Manager, you can enable Data Cloud features. This screen is visible only when there are one or more features to enable or disable. Advantages of Enabling Beta Features One standout capability of the Feature Manager is its support for enabling beta versions of connectors and AI features. Here’s why you should consider using beta features: Early Access to Innovations Beta features give you early access to the latest tools, allowing you to experiment with new functionalities before their official release. This can provide a competitive edge and enhance your Salesforce environment. Feedback and Influence Using beta features allows you to provide valuable feedback to Salesforce, helping shape the final versions of these tools. This feedback loop ensures that the features are refined to meet user needs. How to Enable Beta Features Enable and Disable Data Cloud AI and Beta Features with Feature Manager Easily enable, disable, and monitor Data Cloud AI and beta features using the new Feature Manager, found in the navigation pane under Features. Where: This change applies to Data Cloud in Developer, Enterprise, Performance, and Unlimited editions. Steps to Enable Beta Features: Real-World Example: Adobe Marketo Connector A prime example of a beta feature available in the Winter ’24 release is the Adobe Marketo connector. This connector is currently in beta, allowing users to enable and test it through the Feature Manager. Steps to Enable the Adobe Marketo Connector By enabling and testing this connector, you can explore its functionalities and see how it integrates with your existing Salesforce setup. Staying Updated with Salesforce Data Cloud Keeping up with the latest features in Salesforce Data Cloud doesn’t have to be overwhelming. With tools like the Feature Manager, you can easily manage, enable, and experiment with new features and connectors, including those currently in beta. This not only keeps you at the forefront of innovation but also allows you to directly influence the development of these tools. Dive in, utilize the new capabilities, and make the most of what Salesforce Data Cloud has to offer. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 27, 2024in Salesforce Data Cloud
Stay Ahead of SaaS Threats
27Jun

Stay Ahead of SaaS Threats

The modern kill chain is eluding enterprises because they are not adequately protecting the infrastructure of modern business: SaaS. Stay Ahead of SaaS Threats. SaaS continues to dominate software adoption, accounting for the greatest share of public cloud spending. However, enterprises and SMBs alike have not revised their security programs or adopted security tooling designed for SaaS environments. Security Teams Struggle with SaaS Security Traditional security controls that CISOs and their teams relied on during the era of on-premise dominance have become obsolete. Firewalls now protect a much smaller perimeter, visibility is limited, and even if SaaS vendors offer logs, security teams need custom middleware to process them into their SIEM. SaaS vendors define security scopes for their products, but customers must manage SaaS compliance, data governance, identity and access management (IAM), and application controls—areas where most incidents occur. While the SaaS shared responsibility model is universal among SaaS apps, no two SaaS applications have identical security settings. Understanding the SaaS Kill Chain In the context of SaaS security, the application provider is responsible for physical infrastructure, the network, OS, and the application itself. Customers are responsible for data security and identity management. This shared responsibility model requires SaaS customers to take ownership of components that threat actors target most frequently. Research by AppOmni indicates that a single SaaS instance typically has 256 SaaS-to-SaaS connections, many of which are no longer in use but still retain excessive permissions to core business applications like Salesforce, Okta, and GitHub. With the multitude of different SaaS security settings and constant updates, security teams struggle to monitor these connections effectively. The number of entry points multiplies exponentially as employees enable SaaS-to-SaaS connections, using machine identities like API keys and digital certificates. As the attack surface migrated outside the network perimeter, so did the kill chain—threat actors orchestrate their attacks through various phases: Case Study: Scattered Spider/Starfraud In a recent attack by the Scattered Spider/Starfraud groups, a user opened a phishing email and logged into a spoofed IdP page. Through social engineering, the attackers obtained the user’s TOTP token, tricked the MFA protocol, and gained access to Amazon S3, Azure AD, and Citrix VDI. They then deployed a malicious server in the IaaS environment and executed a privileged Azure AD escalation attack, eventually encrypting all accessible data and delivering a ransom note. Growing SaaS Attack Activity SaaS breaches, though not always making headlines, have significant consequences. IBM reports that the average cost of data breaches in 2023 was $4.45 million per incident, a 15% increase over three years. Threat actors frequently use tactics similar to those seen in the Scattered Spider/Starfraud kill chain, targeting SaaS tenants and exploiting configuration issues. Protecting SaaS Environments With these measures, security teams can gain the visibility and intelligence needed to identify intruders early in the kill chain and prevent breaches before they become devastating. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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June 27, 2024in Salesforce

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