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Salesforce Success Story

Case Study: Reduce the Time and Cost of Provider Onboarding

The primary provider of ancillary insurance services including life, dental, disability, vision and other large provider organizations in eight states. Industry: Insurance Implemented: Salesforce Platform Technologies Replaced: Multiple Systems Tectonic has greatly streamlined the entire provider onboarding process including automation the Practice/Provider credentials verification process. In addition, prospecting and overall affiliate management process was transformed. The Challange The Solution How can Tectonic Reduce the Time and Cost of Provider Onboarding for your organization? Contact us today. 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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Salesforce Revenue Lifecycle Management

Salesforce Revenue Lifecycle Management

Seamless Revenue Lifecycle Management Powered by Salesforce Revenue Cloud Is your company struggling to manage complex revenue streams, manual billing processes, or compliance with ASC 606 and IFRS 15 standards? Tectonic specializes in implementing Salesforce Revenue Lifecycle Management solutions through Salesforce Revenue Cloud. We offer tailored strategies for mid-market and enterprise companies across industries like High Tech, SaaS, Manufacturing, Hospitality, and Life Sciences. Industries We Serve The Challenges You Face Managing complex revenue streams can be overwhelming without the right systems. If your business is facing challenges like: Tectonic’s Tailored Solutions – Salesforce Revenue Lifecycle Management We leverage Salesforce Revenue Cloud to automate and streamline your Salesforce Revenue Lifecycle Management, helping companies overcome these challenges with ease. Key Use Cases for Salesforce Revenue Lifecycle Management (RLM) Content updated September 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented 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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Salesforce for Energy and Utilities

Salesforce for Energy and Utilities

The Energy & Utilities Cloud (E&U Cloud) integrates and extends the comprehensive capabilities of Salesforce Sales and Service Cloud. Integrated with the Salesforce Platform to provide an industry-specific solution tailored for utilities, retail energy, and modern energy services companies. Align your business with the future of energy through personalized service, unified customer and asset data, and enhanced business agility. Key Features: By Tectonic’s Salesforce Marketing Consultant, Shannan Hearne Like2 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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Spring ’24 Salesforce Enhancements to Health Cloud and the Financial Services Industry

Salesforce Enhancements to Health Cloud and the Financial Services Industry bring about big changes for Health Cloud and financial services solutions. Enhancements Home Health Enhancements Health Cloud Deliver connected health in the home with new slot broadcasting, intelligent medication management, and a self-service patient portal. Provider Relationship and Network Management Enhancements Health Cloud Process referrals faster with automated intake, guided flows, and fax-conversion. Simplify provider searches with filters for conditions, services, and geographic location. Advanced Therapy Management Enhancements Health Cloud Use e-signatures to maintain FDA compliance with a digital trail of custody. Interoperability Enhancements Health Cloud Accelerate healthcare interoperability with clicks, not code. Use real-time APIs for EMRs, embedded analytics, and bulk data ingestion to simplify integration. Personalized Financial Engagement Financial Services Unify terabytes of customer data across legacy and third-party systems into a single view. Ignite your personalization strategy at scale by using out-of-the-box calculated insights to create targeted segments and improve employee efficiency. Automation Templates Enhancements Financial Services Deliver self-service embedded into your digital banking solutions, move faster with an expanded library of prebuilt service process templates, and streamline transaction disputes with a dedicated data model and smart intake capabilities. Transaction Dispute Management Enhancements Financial Services Streamline complex dispute processes to drive faster resolution. Generate personalized email communications drafts using prompts based on relevant customer data. Eliminate the inefficiencies of switching between systems and reduce operational costs. Actionable Segmentation Enhancements Financial Services Build more advanced lists with Data Cloud and AI-driven Propensity Scores. Drive business outcomes with new actions like adding list members to a Sales Cadence. Salesforce Enhancements to Health Cloud and the Financial Services Industry Stay tuned to Tectonic’s Insights for more details and news from Salesforce. Salesforce Enhancements to Health Cloud and the Financial Services Industry 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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Salesforce Data Cloud

Salesforce Data Cloud License Offer

At Dreamforce 2023, Salesforce announced that Data Cloud free licenses are now included for all Enterprise Edition or above customers so they can become familiar with the new capabilities and develop use case ideas for Salesforce Data Cloud. Salesforce Data Cloud License Offer! Are you taking advantage of Salesforce Data Cloud’s customer 360 capabilities when it comes to intuitive, fast, efficient customer service? Today is the day! With the Salesforce Data Cloud Offer you can take advantage now! Data Cloud is the fastest growing organically built product in Salesforce’s history (Salesforce built it themselves, not via acquisitions). Data Cloud could be described as the ‘Holy Grail of CRM’, meaning that the data problem that’s existed since the earliest days of CRM is now finally solved. This is truly a 360 degree customer view. Why is Data Cloud important? A data cloud gives you an infrastructure for efficient data management across multiple systems at any scale. You can ensure data is available to anyone who needs it without compromising data integrity or security. There’s never been a better time to partner with Tectonic to explore Salesforce Data Cloud for your data and your business. Take advantage of the Data Cloud License Offer today. Like1 Related Posts Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to 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 Advantages of a Cloud Managed Service Provider Considering outsourcing your IT management to a cloud managed service provider? Here are several benefits of opting for a cloud Read more

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Spring ’24 Enhancements to Salesforce Analytics, Data Cloud, Einstein, and Net Zero Cloud

Discover the Spring ’24 Enhancements to Analytics Data Cloud Einstein and Net Zero Cloud Enhancements to Salesforce Analytics, Data Cloud, Einstein, and Net Zero Cloud in Spring’24. Reports and Dashboards for Data Cloud Enhancements Analytics Create custom report types, more core semantics, calculated insights, and date and time formulas. Analytics Collection Components Analytics Curate related analytics assets for better organization and easier consumption. Embed a specific collection directly into Lightning pages to easily access the insights you need right in your workflow. Enhanced Dashboard Customization Analytics Easily create and remember custom colors for widgets. Save hours in development time by applying layouts and colors to all widgets in a dashboard with just a few clicks. Revenue Intelligence Enhancements Analytics A new streamlined setup helps you get started even faster, and a library of KPI components lets you further customize Forecast Insights. To better understand conversation rates, use the new Win Rate Funnel view. Data Graphs Data Cloud Combine multiple data model objects and calculated insights into a unified view. New Profile API improves query performance to power near real-time use cases across Customer 360. Bring Your Own Lake with Snowflake Data Cloud Share data between Data Cloud and Snowflake with zero-ETL. With Data Federation, you can now share your data bidirectionally and access Snowflake datasets in Salesforce to enrich your unified customer profiles and unlock new insights. Bring Your Own Lake with Google BigQuery Data Cloud Share data between Data Cloud and Google BigQuery with zero-ETL. With seamless data access, you can enrich your unified customer profiles with BigQuery datasets, helping you unlock new insights and better power your Google Analytics and AI models. Streaming Data Ingest for Salesforce CRM Connector Data Cloud Ingest changes to Salesforce standard and custom objects in near real-time with streaming data ingest for the Salesforce CRM Connector. Now, existing batch ingestion checks for more frequent updates to your Salesforce objects. Einstein Copilot Einstein Embed Einstein Copilot—a conversational AI assistant—across all Salesforce applications to help teams be more productive. Automate steps or tasks with out-of-the-box actions, or create custom actions that call flows, Apex, or MuleSoft APIs. Prompt Builder Einstein Create, test, and refine prompt templates easily without code. Ground prompts with dynamic CRM data, including merge fields and flows. Invoke prompted workflows across the Einstein 1 Platform through Flow, Lightning Web Components, and Apex. ESG (Environmental, Social, and Governance) Disclosure Authoring with Generative AI Net Zero Cloud Use Einstein to generate more efficient Corporate Sustainability Reporting Directive (CSRD), Global Reporting Initiative (GRI), and Carbon Disclosure Project (CDP) reports. Einstein can access and use the internal information you’ve uploaded to Net Zero Cloud to write and answer specific questions required for these reporting standards. Disclosure and Compliance Hub Plugin for Microsoft Word Net Zero Cloud Net Zero Cloud now provides sustainability managers more flexibility to support multiple authoring formats using Microsoft Word Office 365. Multiuser collaboration, easy navigation, and rich text support create a cleaner and easier experience. Marginal Abatement Cost Visualizations Net Zero Cloud With marginal abatement cost visualizations, customers can gain insights into required investments for various programs and forecast future emissions based on the cost to offset carbon. Sustainability Program Visualizations Net Zero Cloud Visualize the combined effects of multiple environmental, social, and corporate governance (ESG) initiatives and gain a deeper understanding into different ESG projects and specific metrics within these projects. Improved Emissions Factors Management Net Zero Cloud Automatically integrate emissions factors from Net Zero Marketplace into Net Zero Cloud to easily manage and apply the data, for improved transparency and visibility in one location. Stay tuned to Tectonic’s Insights for more details and news from Salesforce. Enhancements to Salesforce Analytics, Data Cloud, Einstein, and Net Zero Cloud. 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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Spring ’24 Enhancements for Salesforce Sales Cloud and Service Cloud

Enhancements for Salesforce Sales Cloud and Service Cloud in Spring ’24 release. Einstein Copilot Sales Actions Sales Cloud Introducing our conversational AI assistant for sales. Empower sellers to be more productive at every step of the sales cycle as they research customers and prospects, follow up after meetings, and keep the CRM current. Call Exploration Sales Cloud Analyze sales conversations with generative call exploration. The conversational interface helps you quickly understand more about a sales call and how to follow-up and move the deal along. Forecast Groups Sales Cloud Group forecasts to align with selling motions or business segments. With a single view, see total attainment across the business and sales organization to drive forecast accuracy. Seller Home Sales Cloud Allow a sales team to see their most important customer data in one place. Keep sales teams informed of their real-time contributions to the business, setting their own individual weekly goals and identifying where to accelerate connecting with their customers. Maps Lite Sales Cloud Visualize up to 50 accounts, contacts, or leads within your CRM with Maps Lite, now available in Sales Cloud Unlimited. You no longer need to manually look up where your customers are located before planning out events and focusing campaigns. Enablement for Partners Sales Cloud Onboard partners faster and help them gain relevant product knowledge with outcome-based enablement. Tie partner activities to performance and metrics within the Salesforce PRM (partner relationship management) experience. Build and implement partner enablement programs that motivate and engage them to learn as they generate revenue and move business. Search Answers Service Cloud Deflect more cases by surfacing answers to agents’ and customers’ questions directly in the Community Portal or Agent Console using generative AI. Rather than combing through multiple, lengthy knowledge articles, get precise answers grounded in trusted knowledge articles with Search Answers. We provide citations for the answers that Einstein generates. Service Cloud Einstein: Knowledge Enhancements Service Cloud Use generative AI to quickly draft knowledge articles based on case data, saving agents time. Once the knowledge article is drafted, it goes through a standard review and approval process to ensure accuracy and relevance, which helps formalize institutional knowledge. Service Intelligence Enhancements Service Cloud Allow agents to proactively take action with out-of-the-box Customer Effort Score and an AI-model for Propensity to Escalate. Meanwhile, Feature Management makes it easy to identify which knowledge articles deliver value and drive efficiency. Unified Messaging for WhatsApp Service Cloud Turn one-way marketing promotional messages into two-way service conversations within the same WhatsApp thread for better engagement, higher conversions, and faster resolutions. Meet your customers where they are–and go from “do not reply” to “please reply.” Document Builder Service Cloud Create impactful, tailored service documents with Document Builder, which adapts to various use cases like service reports, asset certificates, and quotes. User-friendly and loaded with Lightning web components, Document Builder lets you embed images, customize content, and go global with language localization. Tailor your documents to match your workflow, from one asset to many, and speak your customers’ language effortlessly. Stay tuned to Tectonic’s Insights for more details and news from Salesforce. Enhancements for Salesforce Sales Cloud and Service Cloud in Spring ’24. Like Related Posts Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more

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Better Sales and Services with Salesforce Unlimited Edition

Granular Data Center Overview

Granular Data Center Overview in Marketing Cloud Intelligence The Granular Data Center is an advanced feature tailored for ingesting detailed, raw data into the system. This data can reach a scale of hundreds of millions or even billions of rows due to its granularity. Unlike other data stream types, usage and pricing are based on terabytes of storage rather than row count. Ideal data types for Granular Data Center streams include keyword-level data, event-level data, logs, and precise geodata. Granular Data Center streams generate corresponding tables of data specific to a workspace. All data stored in the Granular Data Center fully complies with GDPR regulations and requirements. The Granular Data Center is a premium feature. For inquiries about purchasing, please contact a Marketing Cloud Intelligence representative at Salesforce. Deprovisioning the Granular Data Center add-on from an account triggers the following actions: Note: System admins and higher can still access the Granular Data Center for 90 days after unchecking the checkbox. Access will be unavailable after this period. Note: System admins and higher can continue running SQL queries and exports for 90 days. After this period, all Granular Data Center data streams are automatically deleted, along with the data. When retrieving data from the Granular Data Center, be mindful of these timeout limits: Enabling the Granular Data Center in a Workspace Purchasing the Granular Data Center automatically activates it in the account, but an admin must enable it in the workspace to make the Granular Data Center tab visible. Viewing Granular Data Center Data The Granular Data Center landing page provides an overview of all created data streams in that workspace. Users can manage ingested data, aggregations, extracted data, share data streams, create queries, and more from this centralized location. Creating Granular Data Center Data Streams Generate a Granular Data Center data stream to ingest detailed data, such as event-level or keyword-level data. Mapping Granular Data Center Data Upon file upload or usage of a technical vendor, users are directed to a mapping preview screen where they can verify data identification, modify mapping, add mapping formulas, and more. Each uploaded dataset creates a dynamic table tailored to the loaded data type, impacting data load options and behavior. Querying Granular Data Centers Access and extract data from Granular Data Centers within your workspace. Users can also query Granular Data Centers in other workspaces via data sharing. Queries can be manually crafted using an SQL editor or created effortlessly with the Query Builder. Visualizing Granular Data Center Data The Entity-Relationship Diagram (ERD) visually represents tables and connections between specific dimensions. Each block symbolizes a table containing available fields, with lines denoting connections between tables based on specific dimensions. Sharing Granular Data Centers Relevant Granular Data Centers can be shared across workspaces within the same account. Deleting Data from a Granular Data Center To align with data protection regulations, users have the option to delete data from a Granular Data Center. 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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Salesforce

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

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

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Spring ’24 Release Enhancements for Public Sector, Education, and Nonprofit

Enhancements for Public Sector, Education and Nonprofit Spring ’24. Change of Circumstance Guided Flow Public Sector Ensure that benefit eligibility remains accurate even when circumstances change. Use guided flows to simplify the process for constituents to report a “change in circumstance” and for caseworkers to re-check eligibility and adjust disbursement amounts. Caseworker Productivity Dashboard Public Sector Analyze caseload trends, boost productivity, and see results. Out-of-the-box data insights empower agencies to understand caseload trends, prioritize and distribute caseloads based on key factors, and visualize their impact. Recruitment and Admissions Enhancements Education Increase application completions by simplifying application processes. Empower parents and agents to start and view applications, support applications to multiple programs, and keep applicants on track with checklists that are reusable across programs. Mentorship Support Education Help students build deeper relationships. Connect students with mentors like alumni, faculty, or peers, and support them with a comprehensive portal experience. Fundraising Enhancements Nonprofit Attribute revenue from recurring donation upgrade campaigns and understand ROI to make data-driven spend decisions. There is also a new object for payment information and a business process API that makes it easier to build integrations. Program Management Enhancements Nonprofit Save time and improve data quality with Automated Outcome Results. Experience Cloud Integration makes it possible to share your outcome strategy externally, and Care Plan Integration links individual care plans to outcomes. Grantseeker Collaboration Public Sector and Nonprofit Enable teams to collaborate when they’re seeking grant funding. Applicants can securely share applications, for faster information gathering and application completion. And applicant owners can control who can view and edit. Private Funding Opportunities Nonprofit Avoid unsolicited applications. Target projects closely aligned with funding priorities and manage the volume of applications you receive. Stay tuned to the Tectonic Insights for more great news from Salesforce and the Spring ’24 Release. Enhancements for Public Sector, Education, and Nonprofit. 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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Einstein Copilot Tableau

Tableau has dedicated over two decades to empowering individuals to visualize and comprehend their data. This mission, driven by data analysts, continues to thrive. Data analysts serve as the cornerstone of organizations fostering a data-centric culture. They capture business needs, prepare data, and craft data content for end-users. Einstein Discovery insights seamlessly integrate into the Tableau workflow, ensuring uninterrupted analysis. The benefits of leveraging Einstein Discovery are manifold: Tableau Einstein represents a groundbreaking advancement in AI-driven data analytics. Einstein Copilot for Tableau, currently in beta for Tableau customers, democratizes AI in data analytics. It collaborates with analysts throughout the analytical process, from data preparation to visualization, reducing entry barriers and enhancing user experience. Einstein Copilot integrates seamlessly into the Tableau environment, serving as an intelligent assistant. It guides users through the creation process, ensuring accuracy and adherence to best practices. With Einstein Copilot, users confidently explore data, identify trends, and communicate findings effectively. The features of Einstein Copilot enhance the data analytics experience and empower users to unleash the full potential of their data. These features include faster insights through recommended questions, streamlined data exploration, improved visualization quality, and guided calculation creation. Einstein Copilot’s development involved overcoming several challenges. These challenges included accurately interpreting user questions, enhancing data intelligence, and automating visualization generation. The team addressed these challenges through continuous refinement of analytical data generation algorithms, leveraging Tableau Public’s vast dataset, and balancing accuracy, speed, and creativity in AI responses. Continuous improvement remains a key focus for the Einstein Copilot team. Through platforms like Zeus, the team systematically enhances engineering, intent detection, and knowledge generation. This iterative process ensures ongoing enhancements to Einstein Copilot’s capabilities, providing users with an increasingly seamless and insightful analytical experience. Einstein Discovery insights are integrated into your Tableau workflow, so you never need to disrupt your analysis. Some of the benefits of using Einstein Discovery include: Data analysis and data-driven decision-making have been part of the vocabulary in organizations over the years. And, while data analysis is one of the most in-demand tech skills sought by employers today, not everyone in an organization has “analyst” in their job title—myself included. Yet, so many of us use data daily to make informed decisions. The rise of generative AI presents a significant opportunity for us to bring transformative benefits to analytics. Businesses are eager to embrace generative AI because it can help save time, provide faster insights, and empower analysts to be even more productive with an AI assistant—freeing analysts to focus on delivering high-quality, data-driven insights. But before any of this can happen, a lot goes on behind the scenes. That’s where Einstein Copilot for Tableau comes in. Einstein Copilot for Tableau, now available for Tableau customers to try in beta, brings the power of AI to data analytics, reducing the barrier to entry and working alongside the analyst—from data preparation to visualization. Whether you’re an experienced data analyst or just starting your journey in data exploration, Einstein Copilot for Tableau becomes your trusted companion, empowering you to unlock insights and make informed decisions with confidence. Einstein Copilot for Tableau offers a range of features that enhance the data analytics experience and empower anyone to unlock the full potential of their data. Look for these features in the coming release, and even more as we continue to build. Faster insights with recommended questions When you are getting started in analytics—whether for work, learning, or just for fun—a blank canvas can be intimidating. Where do you even begin? Using Einstein to suggest questions you can ask of a specific datasource lightens that lift so you can quickly move from connecting to data to finding insights. Einstein Copilot for Tableau does a quick index across your connected datasource to create a summary context of the datasource. This summary is used to generate a few questions the dataset can answer. For example, using a dataset like Tableau’s Superstore practice dataset, Einstein Copilot for Tableau suggests “Are there any patterns over time for sales across product categories?” In one click a line chart is created. Since this is all happening in the authoring experience, users familiar with Tableau’s drag-and-drop interface can adjust anything displayed before saving and moving on to the next question. Combining analyzing data with learning by doing. With recommended questions, anyone can quickly uplevel their analytics skills. What is Einstein Copilot for Tableau? Using generative AI and statistical analysis, Einstein Copilot for Tableau is able to understand the context of your data to create and suggest relevant business questions to help kickstart your analysis. A smart, conversational assistant for Tableau users, Einstein Copilot for Tableau automates data curation—the organization and integration of data collected from various sources—by generating calculations and metadata descriptions. Einstein Copilot for Tableau can fill data gaps and enhance analysis by creating synthetic datasets where real data is limited. Einstein Copilot helps you anticipate outcomes with predictive analytics that simulate diverse scenarios and uncover hidden correlations. Additionally, generative models can bolster data privacy by producing non-traceable data for analysis. Accelerate insights from data with ease Tableau has thousands of features—and with Einstein Copilot’s in-product assistance, you ask questions using natural language, and from data prep and writing calculations to formatting worksheets and dashboards using your company brand guidelines, Einstein Copilot automates many time-consuming, repetitive tasks—increasing analyst productivity and speeding time-to-insights. Jumpstart data exploration Einstein Copilot for Tableau is a great tool for both data-savvy end users and data professionals. With the help of Einstein Copilot, you can ask more in-depth questions about the data insights without having to know all of the technical aspects of Tableau. In the worksheet, a set of recommended questions based on the data source’s metadata makes it easy for users to start analyzing their data. Einstein Copilot’s step-by-step guidance also helps new data professionals learn how to use Tableau effectively—with an opportunity for both novice and experienced users to increase their learn by doing. Improve viz and dashboard quality through prescriptive guidance With Einstein Copilot in Tableau, you

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