Salesforce Archives - gettectonic.com - Page 55
Salesforce Summer '24 Sandbox Preview
10Apr

Salesforce Summer ’24 Sandbox Preview Announced

The Salesforce Summer ’24 release is coming soon. Salesforce Summer ’24 Sandbox Preview announced this week. Use your sandbox to get early access to new features and test your configurations before the production upgrade. Here’s how: If you still have questions about your sandbox options for Summer ’24, open a support case via Salesforce Help. Salesforce Summer ’24 Sandbox If you have questions about how Salesforce Summer ’24 Sandbox Preview may impact your Salesforce org, stay tuned to Tectonic’s Insights or contact Tectonic today. Summer ’24 is coming with lots of new features. Use your sandbox to get early access to new features and test your configurations before the production upgrade. The sandbox preview window for Summer ’24 begins May 10, 2024. You must have an active sandbox on a preview instance by May 9, 2024 (the day before sandbox preview) to take advantage of the preview. Here’s how… First, decide whether you want to: After you decide: Usually, no action is required because your sandbox is already on a preview instance. How Does Sandbox Preview Work? The sandbox preview is a 6-week window ahead of a major Salesforce release when all preview sandboxes are upgraded to the next major Salesforce release. It’s your first chance to test your configurations on the new release. Sandboxes are updated in groups based on the instance where they’re located. All sandboxes on a preview instance get upgraded together, and all sandboxes on non-preview instances remain on the current release. The only way to change the upgrade status of a sandbox is to move it to another instance by refreshing it. If you want to move it to a preview instance, you must do so before the cutoff date. Between now and May 9, 2024, we route all sandbox requests to preview instances. If your sandbox request is complete in time, we upgrade it to Summer ’24. On May 10, 2024, we reset all incomplete sandbox requests to a non-preview instance. All pending and new sandbox requests are routed to non-preview instances until your production instance is upgraded to Summer ’24. We can create sandboxes only on the same major release version of Salesforce as production. For the Summer ’24 Release, we upgrade the preview instances to Summer ’24 on May 10 and May 11, 2024, and non-preview instances to Summer ’24 on June 14 and June 15, 2024. Follow the basic process below if you want your sandbox to participate in the Summer ’24 preview. 1. Find your sandbox details.In production, from Setup, in the Quick Find box, enter Sandbox, and then select Sandbox. Use the Release Type column to determine if your sandbox is on a preview or non-preview instance. You can also use the Sandbox Preview Guide to determine if each of your sandboxes is on a preview or non-preview instance. Enter your sandbox instance name(s). The guide tells you if it’s preview or non-preview and what to do to either move to the next release (Summer ’24) or stay on the current release (Spring ’24). You can also check multiple sandboxes and view the full list of preview and non-preview instances. 2. Understand the cutoff date. Every release, we give you a cutoff date for sandbox refresh completions, and usually, it’s the day before the preview starts. For Summer ’24, the cutoff date is May 9, 2024. Any sandbox created after the cutoff isn’t a preview sandbox. If you have a sandbox on a preview instance and refresh it after the cutoff, your sandbox is routed to a non-preview instance and reverts to Spring ’24. Resolution Should I Refresh my Sandbox? Here are the most common scenarios: It’s important to plan ahead. The popularity of the sandbox preview program often means backlogs in sandbox create and refresh requests, especially closer to the cutoff date. Remember, if it’s a full sandbox it can take some time to copy. All incomplete sandboxes are reset to a non-preview instance before the sandbox preview starts on May 10, 2024, so we recommend that you request your sandbox at least a week before the deadline to improve your chances of getting a completed sandbox on a preview instance. We aim to process each request on time, but we can’t guarantee the completion of your sandbox before the deadline. I Want to Create a New Sandbox — What Are My Options? Create a new sandbox that goes to a preview instance and gets the Summer ’24 preview Create a new sandbox that goes to a non-preview instance and stays on Spring ’24 Submit your sandbox request well ahead of the 6:00 PM PT cutoff on May 9, 2024 (01:00 UTC on May 10, 2024) so that the sandbox copy is completed before the sandbox release. Plan ahead. If you submit your request too close to the deadline and the copy isn’t completed, or if your request is after the deadline, your Sandbox is built on a non-preview instance. Wait to submit your request to create a sandbox until after 6:00 PM PT on May 9, 2024 (01:00 UTC on May 10, 2024). If you submit your request before then, your Sandbox can be built on a Preview Instance. I Have a Sandbox — What Are My Options? If the Release Type of your sandbox is: You want to try Summer ’24 in your sandbox You want the sandbox on Spring ’24 Preview No action needed. Your sandbox is already on a preview instance and gets upgraded to Summer ’24 on May 10, 2024. If you must refresh your sandbox for other reasons, do so well in advance of 6:00 PM PT on May 9, 2024 (01:00 UTC on May 10, 2024) to make sure that your sandbox is completed before the cutoff date.If you refresh your sandbox after the deadline or your sandbox isn’t completed in time, it is built on a non-preview instance. Refresh to a non-preview instance after the cutoff date to keep your sandbox on Spring ’24.To do so, wait to refresh after

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April 10, 2024in Salesforce
Slack and Salesforce
10Apr

AI in Slack

Introducing AI in Slack If you are unfamiliar with the Slack collaboration tool, learn more here. Incorporating Artificial Intelligence (AI) into Slack marks a significant milestone, one that is a real gamechanger. Slack’s ability to consolidate projects, data, and conversations into one platform has been a time saver for businesses, fostering collaboration and enhancing productivity. Now, with the introduction of native AI features, users can leverage their collective knowledge more efficiently than ever before. “For the past decade, Slack has transformed the way we work, facilitating seamless integration of people, apps, and systems. With Slack AI, we’re poised to elevate this transformation further. These new AI capabilities empower our customers to tap into the wealth of knowledge within Slack, enabling smarter work processes, faster decision-making, and more focus on innovation and growth.” Denise Dresser, CEO of Slack Enhancing Work Efficiency with AI The traditional approach to work often comes with productivity challenges, particularly when employees lack access to critical, time based information. Studies reveal that nearly half of digital workers struggle to find necessary information, leading to suboptimal decision-making. By integrating AI features into Slack, users can instantly access contextual information related to any project or policy within their organization’s history. This streamlines workflows and enables teams to make better-informed decisions efficiently. Slack’s Commitment to Simplified Work Processes Slack has always aimed to simplify work processes, bringing conversations, automation, and productivity tools into one unified platform. From channel-based discussions to real-time collaboration and process automation, Slack offers a comprehensive solution for teams. Moreover, Slack seamlessly integrates with popular tools like Salesforce, Workday, and Google Drive, facilitating smoother business operations and accelerating task completion. AI in Slack With Slack’s channel-based model serving as the foundation, users can create a centralized repository of information. Every message, canvas, and clip contributes to this repository, forming a searchable database of collective knowledge. Intelligent search functionality further enhances accessibility, enabling users to retrieve relevant information effortlessly. AI-powered features, such as channel recaps, thread summaries, and search answers, revolutionize how teams interact with information. Channel recaps provide key highlights from discussions, allowing users to catch up quickly and make informed decisions. Thread summaries condense lengthy conversations, facilitating faster comprehension and decision-making. Additionally, search answers offer concise responses to queries, leveraging relevant Slack messages to provide valuable insights. Embracing AI for Future Growth As businesses recognize the potential of AI to drive efficiency and productivity, Slack’s AI features offer a seamless transition. By embedding AI tools directly into the Slack workspace, users can harness the power of AI effortlessly, without the need for complex configurations or separate applications. Overall, Slack AI empowers teams to reach their full potential by leveraging corporate knowledge effectively. With AI-driven insights at their fingertips, teams can save time, make better decisions, and drive meaningful outcomes for their organizations. AI in Slack 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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April 10, 2024in Salesforce, Salesforce Einstein, Salesforce Implementation Services, Salesforce Slack
What is Salesforce Einstein 1
09Apr

What is Salesforce Einstein 1?

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

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April 9, 2024in Einstein 1 Platform, Einstein Insights, Salesforce Data Cloud, Salesforce Sales Cloud
08Apr

Public Sector Solutions Record Aggregation

Public Sector Solutions Record Aggregation to Simplify Information Access for Caseworkers Caseworkers often need to review benefit applications and associated benefits for household members to determine eligibility. However, this process can be complex due to the indirect relationship between benefit assignments and party relationship groups. Caseworkers must navigate through multiple objects to access this information, which can be time-consuming and inefficient. Record aggregation offers a solution to this challenge by allowing caseworkers and other users to easily access information from two unrelated objects. With record aggregation, records from one object (e.g., benefit assignments) are aggregated and linked to records of another unrelated object (e.g., party relationship group). This consolidated view helps users quickly access relevant information without navigating through multiple layers of data. Setting Public Sector Solutions Record Aggregation To implement record aggregation: Benefits of Record Aggregation Record aggregation enables: By leveraging record aggregation, public sector organizations can streamline processes for caseworkers and enhance efficiency in benefit application reviews. This approach ensures that relevant information is readily available, ultimately improving service delivery and decision-making. 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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April 8, 2024in Public Sector Solutions, Salesforce Einstein
Salesforce for Travel, Transportation, and Hospitality
08Apr

Hotel Salesforce CRM for Hospitality

Salesforce offers hospitality professionals the tools to address marketing, sales, and customer support needs through the Marketing, Service, and Sales Cloud. Hotel Salesforce CRM for Hospitality. Customer Relationship Management (CRM) software tailored for hotels assists in engaging guests, managing reservations, coordinating projects, and streamlining communications. Hotel CRM software simplifies operations within the hospitality sector. Salesforce for Hospitality Customer Experience In the travel industry, particularly in hotels, customer experience reigns supreme. Hotels serve as temporary homes for guests, making their experience pivotal in determining future patronage. However, with the surge in travel and advancements in technology, the demand for personalized experiences has escalated. Meeting these expectations is essential not only for standing out in a competitive market but also for maintaining a positive online reputation. As travel becomes more accessible and prices decrease, managing a large volume of customers while delivering personalized experiences presents a significant challenge. Hotels must deepen their understanding of customers to avoid losing them amid the crowd. This is where CRM comes into play. CRMs for Hospitality CRM entails managing customer expectations, interactions, and loyalty to provide the most personalized journey possible. Modern CRM solutions, often cloud-based and mobile-compatible, leverage AI and big data to comprehend customers better and deliver proactive solutions, ensuring timely and relevant interactions. Hotel CRMs are specifically designed to address the unique needs of the hospitality industry. They assist in monitoring online reviews and social media chatter, enabling prompt responses to maintain a positive online reputation. Quick problem-solving is crucial in hotels, and CRM tools streamline issue resolution by providing relevant customer information promptly. Moreover, hotel CRMs enhance guest experiences by facilitating personalized journeys from initial contact to post-stay interactions. Mobile access is essential for guests, and many CRM platforms offer tools for building mobile apps and portals to enhance convenience. Hotel Salesforce CRM for Hospitality Ultimately, CRM systems empower hotels to manage customer loyalty effectively, offering better communication, multi-channel advertising, and useful employee tools. For hotels seeking these benefits, choosing the right CRM is crucial. Salesforce stands out as a top platform for hotel CRM, providing comprehensive solutions to meet diverse industry needs. In today’s travel and hospitality industry, efficiency and exceptional guest experiences are paramount. To achieve this, companies must focus on automating routine tasks, unifying data, and leveraging AI for insights. Exceptional experiences remain the best way to attract and retain customers, driving efficient growth even in challenging times. If your hotel or hospitality destination is looking to increase guest satisfaction, contact Tectonic about Salesforce 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 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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April 8, 2024in Salesforce, Salesforce Hospitality Travel and Transportation
Einstein Copilot for Tableau in Public Beta
06Apr

Einstein Copilot for Tableau in Public Beta

Salesforce Introduces Einstein Copilot for Tableau in Public Beta In early April, Salesforce unveiled the public beta availability of Einstein Copilot for Tableau, an innovative AI-powered assistant aimed at assisting users across various roles and functions in exploring and interacting with data within Tableau. This groundbreaking tool enables deep dives into data by leveraging Tableau’s analytical engine through natural language queries, accessing data from spreadsheets, cloud and on-premises data warehouses, and Salesforce Data Cloud. The public release of Copilot for Tableau is anticipated to be widely available to customers by summer 2024. Key Features of Einstein Copilot for Tableau Einstein Copilot for Tableau offers several features tailored to enhance user experience and streamline data exploration: Recommended Questions: The assistant automatically analyzes data and suggests relevant questions, allowing users to interact with data effortlessly without the need for specialized data analysis skills. Conversational Data Exploration: Users can iterate and refine their data exploration process seamlessly while maintaining context, enabling them to ask follow-up questions and delve deeper into insights as if they were engaging in a conversation with their data. Guided Calculation Creation: Copilot guides users through the process of creating calculations and parsing information, simplifying complex tasks such as extracting specific data elements from text fields. Enhancing Accuracy and Trust To ensure accuracy and contextual relevance, Einstein Copilot for Tableau leverages trusted company data from Data Cloud, fostering trust among users by delivering precise and relevant outputs based on internal data sources. Future Outlook Salesforce’s approach to introducing generative AI assistants for specific product types and use cases underscores the importance of function-specific training to meet users’ specific needs. As the technology matures, vendors may transition from premium license fees to consumption-based models, reflecting the evolving landscape of AI assistant technology adoption. The rollout of Einstein Copilot for Tableau represents a significant step forward in making data analysis accessible to a broader audience, reinforcing Salesforce’s commitment to innovation and customer-centric solutions in the realm of AI-powered analytics. 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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April 6, 2024in Einstein 1 Platform, Salesforce, Salesforce Data Cloud, Salesforce Tableau
Build a Culture of Data
04Apr

Build a Culture of Data

What is a Data Culture? A Data Culture is the collective behaviors and beliefs of people who value, practice, and encourage the use of data to improve decision-making. As a result, data is woven into the operations, mindset, and identity of an organization. Why is a data culture important?  It enables more informed decision-making. With a data culture in place, decisions at all levels of the organization are based on data-driven insights rather than intuition or guesswork. This leads to more effective strategies and better outcomes. What is the difference in data culture and data strategy? Gartner defines data strategy as “a highly dynamic process employed to support the acquisition, organization, analysis, and delivery of data in support of business objectives.” In contrast, the culture around data comes together with data talent, data literacy, and data tools. Build a Culture of Data Building a data culture is crucial for companies to unlock valuable insights and make smarter, more strategic decisions. Here’s what leaders need to know to foster a data-driven environment: By following these steps and prioritizing the development of a data culture, leaders can empower their organizations to make informed decisions, drive growth, and stay ahead of the competition in today’s data-driven world. Data Maturity Understanding data maturity is crucial for organizations as it provides a framework for assessing their current state of data management and analytics capabilities. It serves as a tool to guide decision-making and prioritize initiatives aimed at advancing the organization’s data capabilities. By evaluating data maturity, organizations can identify gaps, set goals, and determine the necessary steps to progress along their data journey. Data maturity assessment typically involves evaluating various aspects of data management, including data governance, data quality, data infrastructure, analytics capabilities, and organizational culture around data. Based on the assessment, organizations can identify areas of strength and weakness and develop a roadmap for improvement. Furthermore, understanding data maturity enables organizations to track their progress over time. By periodically reassessing data maturity, organizations can measure how much they have advanced and identify areas that still require attention. This iterative process allows organizations to continuously improve their data capabilities and adapt to evolving business needs and technological advancements. In summary, understanding data maturity allows organizations to: 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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April 4, 2024in Einstein 1 Platform, Salesforce
Salesforce Generative AI
03Apr

Is Slack Secure?

Slack and AI are here. Seems Promising, but Is Slack Secure? At Slack and Salesforce, trust is paramount. When it comes to AI, security is the top concern voiced by their customers. They are dedicated to developing AI products that are safe, responsible, and ethical. Their decision-making is guided by a set of product values aimed at upholding your trust. Is slack secure? You Maintain Control Over Your Data In a landscape where some companies view customer data as a commodity, Salesforce and Slack prioritize user safety and data privacy. Their new AI features are integrated within Slack’s secure infrastructure, ensuring that your data remains under your control. They neither sell, rent, nor utilize your information for commercial purposes because they firmly believe that your trust cannot be bought. Slack does not share customer data with large language model (LLM) providers nor utilize customer data to train LLMs. Slack AI operates on Slack’s infrastructure, adhering to the same stringent security practices and compliance standards expected from Slack itself. The entire ecosystem upholds a high level of security and compliance, including features like Enterprise Key Management, which empowers customers to manage their encryption keys independently. You Can Verify Results Tectonic recognizes that trust in technology hinges on its integrity. Slack AI features are designed to be transparent, allowing you to delve into the results and independently verify them. AI should complement, not replace, human judgment, and our aim is to provide tools that empower users to make informed decisions. Explore More AI Tools in Slack Today Slack’s AI capabilities are both subtle and powerful, complemented by a growing array of third-party AI apps vetted for reliability. One such app is Claude, a conversational chatbot from Anthropic available to Slack Enterprise Grid users. Claude functions as a knowledgeable personal assistant, adept at tasks like account planning, contract reviews, and strategy generation, all while maintaining privacy. Using Claude is straightforward; simply tag @Claude in channels or group messages to initiate tasks visible to your team. Additionally, Slack offers integration with other AI-powered apps such as Box, PagerDuty, Perplexity, and Notion, enhancing collaboration and efficiency. This Is Just the Beginning As Salesforce and Slack introduce user-friendly AI tools in Slack, they’re opening doors to limitless possibilities. Starting with robust features designed to simplify and streamline work processes, they plan to unveil more intelligent features aimed at helping teams maximize their organizational impact. 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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April 3, 2024in Salesforce, Salesforce Einstein, Salesforce Slack
Salesforce donations platform
02Apr

Salesforce Donations Platform

Achieve Success Now with Salesforce for Nonprofits and the Salesforce donations platform: “The ability to use Salesforce to gain a full view and understanding of the multiple ways that people come to us – that is what ultimately spoke to how we wanted to achieve our mission” Jeffrey Klein, COO How Nonprofits Harness Salesforce for Fundraising: Success Story: Atlanta Mission’s Digital Fundraising Transformation: Atlanta Mission, with over 80 years of experience in homelessness eradication, transformed its fundraising strategy: Embracing Salesforce for Nonprofits empowers organizations to navigate challenges, engage donors effectively, and drive impactful fundraising initiatives. The result has been savings of nearly $10,000 annually. “The tech stack that we’ve implemented through Salesforce has enabled us to know our donors better and to respond relationally to their concerns, needs, and interests. As a result, since the implementation of our new systems, we’ve seen revenue growth in our digital channels of 26% year over year.” James Barrell and Bonnie Beauchamp, Atlanta Mission team members Like2 Related Posts 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 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 Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more Best CPQ for Salesforce Many businesses, once they select the best Salesforce CPQ tool for their business, turn to an implementation partner like Tectonic Read more

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April 2, 2024in Salesforce for Nonprofits, Salesforce Sales Cloud
Salesforce Success Story
02Apr

Case Study: Manufacturing – Sales/ Service/Revenue/Commerce/Experience Clouds

After doing their initial Sales Cloud implementation and SAP integration over 12 years ago, this company was only leveraging Salesforce in a basic capacity, being a predominantly SAP and Microsoft shop. Fast forward to about a year ago, with a change in leadership, Salesforce became the desired platform to build and expand on. With the need to support multiple lines of business, provide more accurate forecasting and quoting and close the gap between sales and supply chain there was a lot to tackle both immediately and long term.

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April 2, 2024in Salesforce, Salesforce Commerce Cloud, Salesforce Development Services, Salesforce Experience Cloud, Salesforce Manufacturing Automotive Energy, Salesforce Optimization, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories
Salesforce Success Story
01Apr

Case Study: Grants Management-Public Sector Utility-Salesforce Public Sector Solutions and Experience Cloud

Leading provider of branded, designed solutions (laminate) for commercial and residential customers worldwide.  The company has been surfacing spaces for 110 years. Client struggled with no real ability to see a 360 degree view of the business.

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April 1, 2024in Data, Public Sector Solutions, Salesforce, Salesforce Experience Cloud, Salesforce Implementation Services, Salesforce Public Sector Solutions, Salesforce Sales Cloud, Salesforce Success Stories
Salesforce's Get Ready for AI Report
01Apr

Salesforce’s Get Ready for AI Report

Welcome to the future of business – Get Ready for AI is for analytics and data leaders. The tools for those who are interested in positioning themselves for AI success. From strategy to governance, you’ll learn what’s top-of-mind with other thought leaders, and see what actions you can take to be a more effective leader in a rapidly changing technology and business environment.  Salesforce’s Get Ready for AI Report This insight introduces four topics that are essential for data leaders beginning their AI journey: Access the full report here. Salesforce’s Get Ready for AI Report Data is at the center of any AI initiative, and organizations that are leading the way are focused on ensuring their data sources are current, authoritative, and complete. From talent, to strategy, to infrastructure, organizations that are prioritizing data across every business unit are ready to ride the AI wave. Positioning themselves for a significant competitive advantage over their peers. Salesforce’s Get Ready for AI Report As with any digital transformation, success depends on an enterprise-wide commitment. Data leaders are in a unique position to help guide their organizations through this transition, and achieve the benefits that AI can deliver. 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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April 1, 2024in Salesforce, Salesforce Einstein
Data Cloud and Snowflake Bidrectional Data Sharing
01Apr

Data Cloud and Snowflake Bidrectional Data Sharing

Salesforce Data Cloud and Snowflake are excited to announce that bidirectional data sharing between Snowflake, the Data Cloud company, and Salesforce Data Cloud is now generally available. In September, we introduced the ability for organizations to leverage Salesforce data directly in Snowflake via zero-ETL data sharing, enabling unified customer and business data, accelerating decision-making, and streamlining business processes. Today, we’re thrilled to share that customers can now also share Snowflake data into the Salesforce Data Cloud, using the same zero-ETL innovation to reduce friction and quickly surface powerful insights across sales, service, marketing, and commerce applications. Data Cloud and Snowflake Bidrectional Data Sharing. Data Cloud and Snowflake Bidrectional Data Sharing Enterprises generate valuable customer data within Salesforce applications, while increasingly relying on Snowflake as their preferred data platform for storing, modeling, and analyzing their full data estate. This integration between Salesforce and Snowflake minimizes friction, data latency, scale limitations, and data engineering costs associated with using these two leading platforms. The Snowflake Marketplace also offers customers the opportunity to acquire new data sets to enhance or fill gaps in their existing business data, driving innovation. By combining enterprise data and third-party data from Snowflake Marketplace with valuable customer data from Salesforce applications, organizations can unify their data and build powerful AI solutions to surface rich insights, driving superior and differentiated customer experiences. “Zero-ETL data sharing between Salesforce Data Cloud and Snowflake is game-changing. It has opened up new frontiers of data collaboration. We’re excited to see how customers are powering their customer data analytics and developing innovative AI solutions with near real-time data from Salesforce and Snowflake, generating incredible business value. Now that this integration is generally available, this kind of innovation will be broadly accessible,” says Christian Kleinerman, SVP of Product, Snowflake. Power Personalized Experiences with Salesforce and Snowflake Data sharing between Salesforce Data Cloud and Snowflake brings together holistic insights, empowering multiple customer-facing departments within any organization to create a truly robust customer 360. As Snowflake’s Chief Marketing Officer, Denise Persson, often states, a true, enterprise-wide customer 360 is the beating heart of a modern, customer-facing organization. The applicability of this integration spans various industries and unlocks new growth opportunities. For example: The bidirectional integration enables data sharing across business systems, Salesforce clouds, and operational systems, facilitating data set analysis and future action planning. This brings actionable insights and drives actions, unleashing a new level of customer experience and business productivity. 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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April 1, 2024in Salesforce Data Cloud, Salesforce Marketing Cloud, Snowflake

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