Salesforce Public Sector Solutions Archives - gettectonic.com - Page 2

Additional Input Fields for Case Classification

⭐️ NEW: Additional Input Fields for Case Classification (GA) ⭐️ Enhance your Einstein classification model by incorporating up to 30 input fields for more precise case classification. Previously, only the Subject and Description fields from closed cases were used to build a model. Now, you can optimize your model by removing these fields and selecting the most relevant case information for training. Einstein Classification supports a variety of field types, including String (TextArea and TextArea Long), Picklist, and Lookup fields. Additional Input Fields for Case Classification. Where: This update is available for Enterprise, Performance, and Unlimited editions in Lightning Experience. Please note that Einstein Classification Apps are not available in partner editions or the Salesforce Government Cloud. How: When creating a classification model, you can now select up to 30 input fields for training. After configuring the predictive model, its status will change to “Ready to Build.” Review your selected fields and build the model. Once completed, adjust each field’s prediction settings and activate the model to begin receiving recommendations in the Service Console. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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October 1, 2024in Enterprise, Salesforce, Salesforce Government Cloud
Agentforce - AI's New Role in Sales and Service
23Sep

Agentforce – AI’s New Role in Sales and Service

From Science Fiction to Reality: AI’s Game-Changing Role in Service and Sales AI for service and sales has reached a critical tipping point, driving rapid innovation. At Dreamforce in San Francisco, hosted by Salesforce we explored how Salesforce clients are leveraging CRM, Data Cloud, and AI to extract real business value from their Salesforce investments. In previous years, AI features branded under “Einstein” had been met with skepticism. These features, such as lead scoring, next-best-action suggestions for service agents, and cross-sell/upsell recommendations, often required substantial quality data in the CRM and knowledge base to be effective. However, customer data was frequently unreliable, with duplicate records and missing information, and the Salesforce knowledge base was underused. Building self-service capabilities with chatbots was also challenging, requiring accurate predictions of customer queries and well-structured decision trees. This year’s Dreamforce revealed a transformative shift. The advancements in AI, especially for customer service and sales, have become exceptionally powerful. Companies now need to take notice of Salesforce’s capabilities, which have expanded significantly. Agentforce – AI’s New Role in Sales and Service Some standout Salesforce features include: At Dreamforce, we participated in a workshop where they built an AI agent capable of responding to customer cases using product sheets and company knowledge within 90 minutes. This experience demonstrated how accessible AI solutions have become, no longer requiring developers or LLM experts to set up. The key challenge lies in mapping external data sources to a unified data model in Data Cloud, but once achieved, the potential for customer service and sales is immense. How AI and Data Integrate to Transform Service and Sales Businesses can harness the following integrated components to build a comprehensive solution: Real-World Success and AI Implementation OpenTable shared a successful example of building an AI agent for its app in just two months, using a small team of four. This was a marked improvement from the company’s previous chatbot projects, highlighting the efficiency of the latest AI tools. Most CEOs of large enterprises are exploring AI strategies, whether by developing their own LLMs or using pre-existing models. However, many of these efforts are siloed, and engineering costs are high, leading to clunky transitions between AI and human agents. Tectonic is well-positioned to help our clients quickly deploy AI-powered solutions that integrate seamlessly with their existing CRM and ERP systems. By leveraging AI agents to streamline customer interactions, enhance sales opportunities, and provide smooth handoffs to human agents, businesses can significantly improve customer experiences and drive growth. Tectonic is ready to help businesses achieve similar success with AI-driven innovation. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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September 23, 2024in Agentforce Platform, AI Tools, Data, Enterprise, Generative AI, Google, Marketing Automation, Salesforce, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy, Salesforce Optimization, Salesforce Public Sector Solutions, Snowflake
Citizen Development
06Sep

Citizen Development

As we progress through the era of digital transformation, citizen development has emerged as a key trend in the business landscape. This approach empowers end-users to create their applications, streamlining workflows and reshaping corporate operations. However, like any innovation, citizen development presents both advantages and challenges. In this article, we will explore the benefits, pros and cons of citizen development, and strategies to effectively leverage it within your organization. 1. The Rise of Citizen Development The popularity of citizen development is on the rise, as reflected by Statista, which reports a remarkable 24.6% growth in this sector since 2020. The increasing demand for software solutions in the corporate environment has made the traditional model of IT departments solely managing application development unsustainable. By enabling non-technical personnel to develop their applications, businesses can relieve pressure on IT teams, speed up solution delivery, and cultivate a more agile business model. Furthermore, investing in citizen development platforms fosters an inclusive and innovative workplace, allowing diverse perspectives to generate unique applications that meet specific workflow needs. 2. Benefits of Citizen Development for Companies 2.1 Accelerated Pace and Flexibility Citizen development tools facilitate rapid prototyping and quicker application rollouts. Non-technical personnel can design, modify, and launch applications according to immediate needs, enhancing agility and responsiveness. 2.2 Boosted Creativity Empowering your staff to create applications unlocks a wealth of untapped potential. Citizen development nurtures a culture of innovation, leading to tailored solutions that address specific business challenges. 2.3 Tailored App Design Citizen developers, as end-users, possess an in-depth understanding of their workflow requirements. This perspective enables them to develop applications that align closely with user needs, improving adoption and utility. 2.4 Heightened Productivity By reducing the back-and-forth between IT departments and end-users, citizen development streamlines operations, leading to enhanced efficiency. 2.5 Cost-Effectiveness Citizen development significantly cuts costs associated with traditional application development, such as hiring professional developers or outsourcing tasks. Rapid application rollouts also help seize business opportunities quickly, optimizing ROI. 2.6 Reduced Workload for IT Staff Enabling non-technical personnel to handle minor application development tasks lightens the load on IT teams, allowing them to focus on high-priority projects. 2.7 Enhanced Visibility and Accountability Many citizen development platforms include built-in analytics and reporting features, offering insights into application usage and performance. This transparency helps businesses track initiatives, make data-driven decisions, and continuously improve processes. 3. Implementing Citizen Development with Salesforce Solutions Given its extensive benefits, citizen development is a strategy many businesses are eager to adopt. Salesforce provides a powerful platform to effectively harness citizen development. Salesforce’s platform caters to both professional and citizen developers, offering a comprehensive suite of user-friendly tools for building applications and managing workflows. With built-in safeguards for data security and regulatory compliance, Salesforce for Public Sector and Tribal Governments ensures a smooth and secure citizen development process. Their clear deployment roadmap and thorough training programs equip businesses for success in their citizen development journey. 4. Partnering with Tectonic for Public Sector and Tribal Government Solutions Consider Tectonic as your trusted partner for PSS solutions. Tectonic is a distinguished provider of technology solutions with extensive expertise in Salesforce and process management. With a proven track record of successful projects, Tectonic has earned the trust of clients globally. Tectonic maintains a close partnership with Salesforce, ensuring a deep understanding of its advanced features, including process automation. As a Salesforce partner, Tectonic keeps clients updated on the latest advancements, delivering cutting-edge solutions tailored to their specific needs. By selecting Tectonic as your implementation partner for public sector Salesforce, you benefit from their vast experience and specialized knowledge. Tectonic provides a dedicated public sector team that excels in implementing secure and efficient solutions, working closely with our clients to address their unique challenges. Tectonic offers a comprehensive range of services, from initial implementation to ongoing support and maintenance. Their offerings include process modeling, application design, automation implementation, and roles management. With Tectonic’s expertise, you can ensure seamless integration of automation into your pss projects. To learn more about Tectonic’s public sector services, visit our services page, where you can explore their offerings, including Salesforce Managed Services. Tectonic’s Managed Services provide full support to ensure your public sector environment runs smoothly, covering automation management, data governance, and performance optimization. 5. Final Thoughts While citizen development presents both advantages and challenges, the benefits largely outweigh the potential drawbacks. Although there are concerns about data security and the need for proper governance, the positive impact of citizen development makes it a vital component of the digital transformation narrative. Successful implementation hinges on selecting the right platform and tools that align with your business model and workflow needs. Salesforce Public Sector Solution excels in this regard, offering a user-friendly suite of tools with a clear roadmap for deployment and top-notch support. Brining your public sector tech into the 21st century is an imperative. To fully realize the benefits of citizen development, businesses must strike a balance between empowerment and control. Establishing an environment that fosters innovation and efficiency, while also implementing a governance structure to mitigate risks, is essential. With careful planning, the right tools, and a culture of collaboration, the rewards of citizen development can be substantial. Whether you’re looking to enhance speed and agility, optimize costs, or cultivate a culture of innovation, citizen development offers a promising pathway forward. Embrace citizen development in Salesforce PSS, and set your business on the road to success. If you have any questions about implementing Salesforce Public Sector Solutions and its benefits, feel free to contact us to discuss your project. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud

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September 6, 2024in Data, Salesforce Development Services, Salesforce Public Sector Solutions, Technology
Detecting the Hot Chatbot
30Aug

Detecting the Hot Chatbot

All the tech giants are eager to prove their chatbot is the hottest in the market. Like wild stallions fighting over the mares, Google, Meta, Microsoft, and OpenAI are competing to show that their AI models have the most momentum. Companies with built-in AI like Salesforce occupy a broader sector. Detecting the Hot Chatbot is the challenge for the consumer. Why Detecting the Hot Chatbot Matters These companies have poured immense resources—both talent and money—into developing their models and adding new features. Now, they’re keen to showcase that these investments are yielding results. What’s Happening In the past few dayss, several major players have released new usage statistics: The Big Picture Generative AI is still in its early stages, and the entire industry faces the challenge of proving that these products deliver real value—whether by capturing market share from the lucrative search industry or by helping companies save money through increased productivity. How are you Detecting the Hot Chatbot. In the short term, however, everyone is eager to show they’re leading the pack. TV commercials for generative AI are now common, with Meta, Google, and Microsoft all airing spots, although the effectiveness of these ads varies. Some companies even boast that their commercials were created using AI—not necessarily the most convincing selling point. Between the Lines The competition isn’t just about consumer popularity; it’s also spilling over into the battle to secure business customers. On Wednesday’s earnings call, Salesforce CEO Marc Benioff made a point of distinguishing Salesforce’s new Agentforce AI sales assistant from Microsoft’s Copilot offerings. “This is not Copilot,” Benioff said. “So many customers are disappointed with what they bought from Microsoft Copilot because they’re not getting the accuracy and response they want. Microsoft has let down many customers with AI.” Microsoft quickly responded in a comment to CNBC. “We are hearing something quite different from our Copilot for Microsoft 365 customers,” said corporate VP Jared Spataro. “When I talk to CIOs directly, and if you look at recent third-party data, organizations are betting on Microsoft for their AI transformation.” The Bottom Line The competition is heating up as tech giants vie to prove they have the upper hand in the AI race and the Hot Chatbot. Customers will ultimately decide. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 30, 2024in Generative AI, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions
Licensing and Permitting with Salesforce Public Sector Solutions
11Aug

Licensing and Permitting with Salesforce Public Sector Solutions

Licensing, Permitting, and Inspections Inspections are a crucial part of the licensing and permitting process, whether they involve a new home, a business seeking to open, or a follow-up based on a public complaint. Licensing and Permitting with Salesforce Public Sector Solutions aids in the critical steps in the process. Inspections can also be used independently for other assessments related to regulatory requirements, safety, and auditing. Assignments Inspections can be assigned with just a few clicks. The application reviewer or inspection dispatcher can quickly designate an inspector and schedule the visit. Mobile Inspections Public Sector Mobile Inspection automatically notifies inspectors of their daily visit plans on their mobile devices. Inspectors can use filters to view other days or prioritize tasks based on urgency and status. Inspector Checklists Configurable inspection checklists help ensure that inspectors don’t miss any steps during their onsite visits, enhancing community safety and reducing the need for follow-up inspections. Assessment Indicators Inspectors document compliance or violations against regulatory codes using configurable fields. They can also upload files, videos, or pictures from their mobile devices to support their assessments. Regulatory Codes Inspectors can easily reference relevant regulatory codes to verify their assessments, ensuring accuracy and compliance. Digital Signatures Digital signatures are captured on-site, eliminating the need for additional paperwork and streamlining the inspection process. No more emails, stamps, or standing in line. Enforcement Compliance officers can follow up on violations and create enforcement actions to ensure that stakeholders address any oustanding issues. Unified View Government agencies can access a unified 360 degree view of all relevant information in one place, enabling them to track resolution progress and assess final compliance. Experience Portal Throughout the process, stakeholders can stay informed about the status of their inspection and communicate with agency employees to ask questions or provide updates. Salesforce Experience Cloud provides an easy to apply solution to a constituent portal. Licensing and Permitting with Salesforce Public Sector Solutions With Salesforce Licensing and Permitting you can download and install process libraries that contain components for automating licensing and permitting workflows saving more time.  Public Sector Solutions provides OmniScript flows and components that automate these licensing and permitting workflows. Some components are available directly in Public Sector Solutions; others are not built-in and require that you download them from GitHub. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 11, 2024in Public Sector Solutions, Salesforce Public Sector Solutions
Benefits of Loan Software for Government Agencies on Salesforce
08Aug

Benefits of Loan Software for Government Agencies on Salesforce

The Benefits of Loan Software for Government Agencies on Salesforce Government agencies managing loans face unique challenges in financial administration, and integrating loan software with Salesforce can greatly enhance their efficiency, accuracy, and transparency. This streamlined solution addresses key areas such as document management, borrower engagement, and robust reporting, making processes more efficient and improving service delivery. Centralized Document Management Loan software offers a central hub for managing extensive paperwork, helping government agencies manage loan applications, agreements, and compliance documents. Key benefits include: This centralized approach saves time and helps agencies maintain audit-ready records. Improved Borrower Management Loan software on Salesforce offers a seamless borrower management experience through custom borrower portals. Features include: By improving borrower relationships, agencies can foster trust and boost repayment rates. Powerful Reporting and Dashboards Salesforce’s loan software provides comprehensive reporting tools to support data-driven decision-making: These tools provide insights that help agencies manage loans efficiently while aligning with fiscal goals. Efficient Payment Processing Loan software simplifies payment workflows, providing: This automation improves payment accuracy and speeds up processing times for both agencies and borrowers. Conclusion Integrating loan software with Salesforce offers government agencies significant benefits, from enhanced document management to improved borrower engagement, advanced reporting, and efficient payment processing. These solutions help agencies better serve citizens while maintaining compliance and fiscal responsibility. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 8, 2024in Salesforce Implementation Services, Salesforce Optimization, Salesforce Public Sector Solutions
Residential License and Permit Management
22Jul

Residential License and Permit Management

Apply for Licenses and Permits Online from Any Device As governments increasingly digitize and streamline residential services, Salesforce’s Public Sector Solutions for Residential License and Permit Management offers residents a seamless, one-stop experience to apply for licenses and permits in a branded, user-friendly environment. Starting from the home page, residents can access FAQs, Knowledge articles, search capabilities, and informational banners. They can then navigate to the License and Permits tab to apply directly online by filling out a form, with an integrated map to help determine the location. Effortlessly Collect the Right Information Many current license and permit application websites require residents to sift through numerous PDF forms to find the right application. Salesforce Public Sector Solutions simplifies this process with smart, automated applications. When applying for a building permit, for example, relevant information like construction cost and type of work is collected. Simple calculations can process and display applicable fees, ensuring transparency for the resident. Information buttons guide residents through the data collection process, helping to ensure data accuracy. The process dynamically adjusts to display relevant inputs based on the license or permit type as the applicant progresses through the application. Upload Files Easily from Any Device Licenses and permits often require attachments such as architectural diagrams and photos. While many government agencies currently rely on paper forms, residents expect to complete transactions on their phones or from the comfort of their homes. The Salesforce platform enables residents to easily upload attachments online from their mobile phones, desktops, or other devices. Electronic Signatures Digitize the Process Collecting a signature often requires printing a paper form and then mailing or physically returning it. Once collected, government agencies must manually manage, scan, and store these forms. Salesforce Public Sector Solutions allow residents, contractors, and government employees to capture electronic signatures directly from a device, greatly speeding up the process and providing a simple way to track documents. Automated Confirmation Number With a manual, paper-based application process, applicants often don’t know if they have submitted enough information to complete the application successfully. Salesforce’s data validations ensure that residents know they’ve successfully completed their submission as soon as they’ve applied. Additionally, the “Save for Later” feature allows residents to save their application progress, making it easier for them to gather necessary documents before completing the remaining steps. Track Permit Status Online Many government agencies report that 75-80% of their call volumes are from residents simply checking the status of their applications. With Salesforce, residents can enjoy self-service by checking their application status anytime, on any device, reducing call volumes and providing better transparency. 360-Degree Application View for Easy Tracking and Faster Approvals Government employees have easy access to all the information about the applicant and the application. Tools like the guided path at the top of the application help save time and ensure a consistent process by providing step-by-step guidance. The path can be customized to fit the specific number of steps and instructions required for your process. Automate License Creation Once each step in the path is completed and approvals are met, the license is automatically created with no extra clicks or steps, and email notifications are sent automatically. Automating license creation speeds up the permit process, allowing residents to start their projects faster and enabling the government to better serve the community and efficiently collect revenue from permits and licenses. Access Issued Licenses Online After a license is approved, applicants can go online to view the status and the license itself. Real-time updates allow residents to move forward with their projects even faster. Licenses and permits requiring renewal can also be managed, launching a renewal process from an existing license or permit based on business rules. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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July 22, 2024in Einstein 1 Platform, Public Sector Solutions, Salesforce Experience Cloud, Salesforce Public Sector Solutions, Salesforce Service Cloud
Patient Trust Tanked in Healthcare During COVID
21Jul

Patient Trust Tanked in Healthcare During COVID

Patient Trust in Healthcare Declined During COVID-19 Pandemic Patient trust in healthcare providers significantly declined during the COVID-19 pandemic, a trend that some experts believe could threaten public health. New data published in JAMA Network Open outlines the negative impact the pandemic had on patient trust levels. Patient Trust Tanked in Healthcare During COVID. The study, which analyzed survey results collected between April 2020 and January 2024, revealed a 30 percentage point drop in self-reported patient trust. Factors such as age, gender (specifically female), lower educational attainment, lower income, Black race, and living in rural areas were associated with lower trust levels, according to the researchers. These findings come as the healthcare industry examines the broader implications of the pandemic. The focus on patient trust is crucial because of the significant role healthcare providers play in public health and the profound impact the pandemic had on societal attitudes. “During the COVID-19 pandemic, medicine and public health became politicized, with the internet amplifying public figures and even some physicians encouraging distrust in public health experts and scientists,” the investigators wrote. “As such, the pandemic may have represented a turning point in trust, with a profession previously seen as trustworthy increasingly subject to doubt.” The data, drawn from 24 waves of surveys involving more than 443,000 individuals over age 18, showed that healthcare professionals began the pandemic with high trust ratings—71.5% of individuals reported trust in physicians and hospitals. However, by January 2024, this number had fallen to 40.1%. The decline in trust could have serious repercussions for public health. Lower patient trust was linked to a reduced likelihood of receiving flu or COVID-19 vaccinations. Patient Trust Tanked in Healthcare During COVID “Our results cannot establish causation, but in the context of prior studies documenting associations between physician trust and more positive health outcomes, they raise the possibility that the decrease in trust during the pandemic could have long-lasting public health implications,” the researchers explained. Conversely, higher levels of trust were associated with healthier behaviors, particularly the receipt of the COVID-19 vaccine, flu shots, and COVID-19 boosters. To address this issue, the healthcare sector should focus on reaffirming patient trust in physicians and hospitals. However, this may be a challenging task. A previous Cochrane review found that no intervention meaningfully changed trust in physicians, despite numerous efforts that generally had modest effects. “A better understanding of groups exhibiting particularly low trust, and the factors associated with that diminished trust, may be valuable in guiding future intervention development and deployment,” the researchers suggested. These findings contrast sharply with the early stages of the pandemic, including the COVID-19 vaccine rollout when public health experts touted doctors as among the most trusted COVID-19 messengers. The study could not pinpoint a specific reason for the loss of patient trust, noting that it was not linked to political affiliation nor fully explained by a lack of trust in science. This indicates that there was something particular about healthcare itself that contributed to the decline in trust during the pandemic. Further research is necessary to uncover more trends among individuals whose trust levels decreased during the pandemic, the researchers recommended. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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July 21, 2024in Salesforce Health and Life Sciences Solutions, Salesforce Implementation Services, Salesforce Public Sector Solutions
Smithsonian Data Cloud
12Jul

Smithsonian Data Cloud

The Smithsonian already embraces technology through its Open Access Initiative. ousing 2D and 3D renders of collections it provides access to over 20 museums. Enter Salesforce and Smithsonian Data Cloud. The world’s largest network of research, museum, and education facilities, the Smithsonian Institution, manages over 150 million collections across its 21 museums, the National Zoo, and eight research centers. Navigating this vast array of artifacts can be overwhelming, even for dedicated history enthusiasts. To enhance accessibility, the Smithsonian Institution is collaborating with cloud computing giant Salesforce. The goal is to streamline the user experience by integrating disparate data sources, such as ticketing systems and donation histories, into a unified system. This initiative aims to provide a clearer blueprint of Smithsonian’s diverse locations and offerings, according to Lori Freeman, Salesforce’s Vice President and General Manager of Nonprofit Industry Solutions and Strategy. “Smithsonian is so progressive. They have all this content, they have all this history, they have incredible tools,” Freeman told Technical.ly. “So this technology is going to enable them to reach audiences they would never get to.” For instance, this system will allow museum staff and volunteers to assist visitors in locating exhibits across different Smithsonian locations. Becky Kobberod, the Smithsonian’s Head of Digital Transformation, illustrated this by describing how a visitor at the Hirshhorn could ask about a piece of art at the National Museum of American History. “It’s connecting the dots and creating a Smithsonian ecosystem that we currently don’t have. If you want to engage in our various museums, you go to each of them separately,” Kobberod said. “Whereas now, we’re providing you a front door, so to speak, that can help you navigate across all of the many different museums and resources that we have.” Although specifics about the technology and user interface have not been disclosed, Freeman emphasized that the main objectives are to keep visitors engaged and to build lifelong relationships with both in-person and virtual visitors. Building on Current Tech Resources The Smithsonian’s Open Access initiative, launched in early 2020, offers 2D and 3D renderings of its collections, totaling around 5 million items to date. Users can interact with 3D images to get a 360-degree view of fossils, sculptures, and artifacts like Neil Armstrong’s spacesuit. This initiative began with 2.8 million pieces and continues to grow, said Kobberod. In addition to Open Access, the Smithsonian has other digital initiatives. In 2022, the National Museum of African American History and Culture, in collaboration with Baltimore-based digital services firm Fearless, launched a searchable online platform to make certain collections and stories more accessible. Kobberod noted that only about 1% of the collections are physically displayed at any given time. Digitizing and uploading these collections not only preserves them but also makes them accessible to people who might not have the means to visit in person. “Smithsonian exists as a service to all of the American public,” she said. “We know that this is core to our future, and to making what we have available to the nation and the world.” Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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July 12, 2024in Data, Salesforce, Salesforce Data Cloud, Salesforce Experience Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Optimization, Salesforce Public Sector Solutions, Technology
Agentic AI is Here
20Jun

Agentic AI is Here

Embracing the Era of Agentic AI: Redefining Autonomous Systems A new paradigm in artificial intelligence, known as “Agentic Artificial Intelligence,” is poised to revolutionize the capabilities of the known autonomous universe. This cutting-edge technology represents a significant leap forward in AI-driven decision-making and action, promising transformative impacts across various industries including healthcare, manufacturing, IT, finance, marketing, and HR. Agents are the way to go! There is no two ways about this. Looking into the progression of the Large Language Model based applications since last year, its not hard to see that the Agentic Process (agents as reusable, specific and dedicated single unit of work) — would be the way to build Gen AI applications. What is Agentic AI? Agentic Artificial Intelligence marks a departure from traditional AI models that primarily focus on passive observation and analysis. Unlike its predecessors, which often require human intervention to execute tasks, Agentic AI systems possess the autonomy to initiate actions independently based on their assessments. This allows them to navigate much more complex environments and undertake tasks with a level of initiative and adaptability previously unseen. At least outside of sci-fy movies. Real-World Applications of Agentic Artificial Intelligence Healthcare In healthcare, Agentic AI systems are transforming patient care. These systems autonomously monitor vital signs, administer medication, and assist in surgical procedures with unparalleled precision. By augmenting healthcare professionals’ capabilities, these AI-driven agents enhance patient outcomes and streamline care processes. Augmenting is the key word, here. Manufacturing and Logistics In manufacturing and logistics, Agentic AI optimizes operations and boosts efficiency. Intelligent agents handle predictive maintenance of machinery, autonomous inventory management, and robotic assembly. Leveraging advanced algorithms and sensor technologies, these systems anticipate issues, coordinate complex workflows, and adapt to real-time production demands, driving a shift towards fully autonomous production environments. Customer Service Within enterprises, AI agents are revolutionizing business operations across various departments. In customer service, AI-powered chatbots with Agentic Artificial Intelligence capabilities engage with customers in natural language, providing personalized assistance and resolving queries efficiently. This enhances customer satisfaction and allows human agents to focus on more complex tasks. Marketing and Sales Agentic Artificial Intelligence empowers marketing and sales teams to analyze vast datasets, identify trends, and personalize campaigns with unprecedented precision. By understanding customer behavior and preferences at a granular level, AI agents optimize advertising strategies, maximize conversion rates, and drive revenue growth. Finance and Accounting In finance and accounting, Agentic AI streamlines processes like invoice processing, fraud detection, and risk management. These AI-driven agents analyze financial data in real time, flag anomalies, and provide insights that enable faster, more informed decision-making, thereby improving operational efficiency. Ethical Considerations of Agentic Artificial Intelligence The rise of Agentic AI also brings significant ethical and societal challenges. Concerns about data privacy, algorithmic bias, and job displacement necessitate robust regulation and ethical frameworks to ensure responsible and equitable deployment of AI technologies. Navigating the Future with Agentic AI The advent of Agentic AI ushers in a new era of autonomy and innovation in artificial intelligence. As these intelligent agents permeate various facets of our lives and enterprises, they present both challenges and opportunities. To navigate this new world, we must approach it with foresight, responsibility, and a commitment to harnessing technology for the betterment of humanity. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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June 20, 2024in Artificial Intelligence, Data, Enterprise, Marketing Automation, Salesforce, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Public Sector Solutions, Salesforce Sales Cloud, Technology
Recurring Donations in NPSP
19Jun

Recurring Donations in NPSP

This insight will resonate with those familiar with Salesforce, the Nonprofit Success Pack (NPSP), its various iterations, and other related Salesforce automation features. Recurring Donations in NPSP create a special challenge, Tectonic has found. For those less engaged in these topics, there are still valuable ideas to discuss. For over a decade, there has been an ongoing challenge with handling donations processed through multiple transactions. These Multi-Installment Donation Scenarios (MIDS) include: Tracking donations where the commitment and transaction occur simultaneously is straightforward. For example, credit card donations through online forms require creating a donor record (if it doesn’t already exist) and a gift record. However, when there is a time lag between commitment and transaction, similar processes can be used. The challenge arises when commitments result in multiple checks or credit card transactions over time, breaking standard rules. This has puzzled fundraisers, operations personnel, accountants, and database admins for years, leading to various approaches. Each role may prefer different methods, adding complexity. Even Salesforce has changed its approach to MIDS, resulting in multiple models/modules in circulation. If you feel overwhelmed by MIDS, you’re not alone. MIDS are one of many complex scenarios to record in a donor database. However, other scenarios are not covered in this insight, such as: There are several options for modeling MIDS in Salesforce: Donation With Payments: Commonly used for grants, NPSP automates payment scheduling according to interval rules. This is recommended for organizations using accrual accounting. Legacy Recurring Donations: Allows setting donation schedule rules, with Salesforce automatically creating donations accordingly. Suitable for projection reports and updating each donation when the transaction occurs. Enhanced Recurring Donations: Introduced by Salesforce in 2020, this module solves issues like skipping months or changing future payment amounts by creating one installment ahead. When the installment is paid, the next one is created according to the schedule/rules. Custom “Pledge” Object: Useful for grouping donations according to pledges, without needing automation for scheduling installments. Ideal for tracking multiple data points about each pledge. Our Opinion: Tectonic has a strong preference for Legacy Recurring Donations over Enhanced Recurring Donations, although it’s not a significant issue to use either. Donations with Payments are problematic and should be avoided. Here’s why: Problems with Donations with Payments: The official documentation suggests this model for accrual accounting, but this recommendation is questionable. Many readers lack a foundational understanding of accounting models. Furthermore, dividing a donation into parts (payments) complicates reporting and rollup fields. Recurring Donations Benefits: The Recurring Donations (RD) model is smart and elegant. NPSP’s automations for both Legacy and Enhanced RD modules are strategic and reliable. Using the RD model for more than just traditional recurring donations (like monthly donations) can be beneficial. Rebranding “Recurring Donation” to “Pledge Fulfillment Schedule” can naturally incorporate various MIDS types, such as grants and pledges. Top Tips for Configuring Legacy Recurring Donations: One Odd Thing: In moves management, if a donor switches from a lump sum to installment gifts, create an RD and auto-create installment donations. Delete the first donation in the series and connect the Moves Management donation to the Recurring Donation record. Legacy Recurring Donations are a preferred option for modeling MIDS. This data model is suitable for all scenarios. With proper setup, it can become a powerful tool for a data-driven fundraising department or a streamlined option for tricky use cases. Two principles of good design—“like goes with like” and “measure twice, cut once”—explain why transaction-oriented information should stay on the Donation record, and pledge-oriented information on the Recurring Donation record. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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June 19, 2024in Salesforce Development Services, Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Nonprofit Cloud, Salesforce Public Sector Solutions
Salesforce Solutions for Defense
01Jun

Salesforce Solutions for Defense

Defence Technology Solutions from Salesforce: Enabling Secure, Mission-Critical Operations Salesforce provides defense organizations with powerful technology solutions to deliver on their missions quickly and securely. By increasing IT flexibility, enhancing productivity, and safeguarding sensitive data in a secure, compliant cloud environment, Salesforce empowers defence organizations to achieve mission success with confidence. Salesforce Solutions for Defense. Modernizing Personnel Operations Salesforce streamlines workforce management and accelerates employee operations, providing a unified view of personnel and fast, digital workflows. Public sector organizations can transform hiring, recruiting, HR actions, IT requests, and employee services within a trusted operational hub. How It Works: Salesforce enhances productivity and digitizes government employee tasks throughout their lifecycle, from hire to retirement. Maximizing IT Agility Salesforce enables defence organizations to unlock data from legacy systems, cloud applications, and third-party platforms with an API-led approach, securely bridging on-premises and cloud environments. Rapid application development, consolidation, and system access become seamless with Salesforce’s low-code/no-code tools. How It Works: Salesforce compresses development cycles and increases flexibility, enabling defense organizations to deliver on mission objectives faster. Salesforce Solutions for Defense Delivering Successful Case Outcomes Salesforce supports the full case management lifecycle by integrating critical data points from multiple systems into a single, unified view. Defense organizations can empower caseworkers with purpose-built tools, ensuring successful case outcomes while reducing information silos and providing clients with the necessary support. How It Works: Salesforce creates a single source of truth for case management, enabling defense organizations to streamline workflows and improve service outcomes. By leveraging Salesforce’s defense technology solutions, organizations can modernize operations, maximize agility, and ensure successful case management outcomes, all while maintaining the highest levels of security and compliance. Salesforce Solutions for Defense from Tectonic. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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June 1, 2024in Public Sector Solutions, Salesforce Development Services, Salesforce Government Cloud, Salesforce Implementation Services, Salesforce Managed Services, Salesforce Public Sector Solutions
Public Sector Einstein 1 for Service
01May

Public Sector Einstein 1 for Service

Salesforce, a prominent provider of cloud-based software solutions, has unveiled the introduction of Public Sector Einstein 1 for Service, a specialized software platform tailored explicitly for government employees. Salesforce is targeting governmental customer service improvements with the launch of the Public Sector Einstein 1 for Service. This latest offering, built on Salesforce’s Einstein 1 platform, integrates a variety of artificial intelligence-driven capabilities aimed at streamlining administrative tasks within the public sector. Public Sector Einstein 1 for Service.  Built on Salesforce’s Einstein 1 platform, the offering is designed to leverage data and automation to improve worker efficiency, reduce or eliminate repetitive tasks, and improve the ability of workers to interact with systems, data, and the people they serve.  Public Sector Einstein 1 for Service presents a suite of AI-powered features crafted to enhance efficiency and productivity for government entities. These encompass Caseworker Narrative Generation, utilizing generative AI to synthesize data summaries; Service Cloud Voice, enabling real-time transcription of conversations; and Einstein Activity Capture for Public Sector, facilitating documentation of case interactions through natural language processing. Additionally, the platform incorporates Data Cloud for Public Sector and Interaction Notes for Public Sector, providing comprehensive note-taking functionalities. Salesforce’s Executive Vice President and General Manager for the Public Sector, Nasi Jazayeri, underscored the significance of harnessing trusted AI to enhance operational effectiveness, data management, and service delivery for government agencies, empowering employees to better serve constituents. Having previously provided tools for other FEDramp-compliant products – including Field Service and Security Center – Salesforce’s newest solution utilizes trusted conversational and generative AI (GenAI) to improve agent efficiency. The solution also promises public sector organizations the ability to swiftly generate case reports, record real-time call transcriptions, and document and format case interactions—all through a single unified solution. Another key aspect of the tool is the inclusion of Salesforce’s Data Cloud system, which allows users to consolidate data from various sources – including benefits, education, and healthcare – into a standardized data model. Public Sector Einstein 1 for Service also includes Data Cloud, which is designed to capture, connect, and harmonize an organization’s entire corpus of data into a common data model. This can be used to create unified constituent profiles that serve as a single source of truth for the organization, enabling the organization to personalize outreach and interactions. A new feature being offered is Interaction Notes for Public Sector, which allows caseworkers to take detailed notes of their meetings and conversations with constituents or other case participants, specify the confidentiality level of the notes, add action items or next steps, and then search for and filter summaries to find notes from previous interactions, all in one place. This feature takes a common practice deployed at many public sector agencies and helps to organize information that can often be lost when managed through manual processes. Of course this also brings in the Salesforce Vector Database. In doing so, public service organizations are able to create specific profiles for their constituents and personalize their customer service offerings accordingly. If you have contemplated adding Salesforce Nonprofit Cloud, check out this new offering from Tectonic – Salesforce Imploementation Solutions. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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May 1, 2024in Einstein 1 Platform, Salesforce, Salesforce Implementation Services, Salesforce Public Sector Solutions
Salesforce GovSlack
19Apr

Salesforce GovSlack

Salesforce GovSlack seamlessly integrates your team members, tools, and partners into a unified platform that adheres to critical government regulations for handling sensitive data. By breaking down communication barriers within and outside organizations, GovSlack empowers individuals to excel in their work. Salesforce GovSlack “Government agencies and their partners, colleagues, and contractors can now collaborate more swiftly and flexibly within a secure digital HQ. With all tools, workflows, and integrations centralized in Slack, institutions empower their personnel and elevate collaboration while upholding compliance standards.” Rob SeamanSVP Product, Enterprise, Slack For example, the Army Software Factory (Army SWF) adopts agile startup methods to enhance soldiers’ software development skills, deploying digital solutions to solve Army challenges. To achieve agile, effective collaboration, the Army SWF sought GovSlack, a flexible solution that promotes productivity and camaraderie while meeting stringent Department of Defense policies. “Similarly, Lockheed Martin, a global aerospace and security company, utilizes Slack to connect its extensive workforce across 400 facilities and 50 countries. With GovSlack, Lockheed Martin anticipates expanding its Slack usage for defense projects.” Tim LewisDirector of Digital Workplace Services, Lockheed Martin GovSlack will also feature a directory of certified applications, including security and compliance apps, categorized by certification level. This setup allows GovSlack users to seamlessly integrate applications aligned with their security needs, such as Okta and Box. “Slack and Box together enable secure communication and collaboration, simplifying internal information flow and enhancing citizen engagement.” Murtaza MasoodManaging Director, State and Local Government, Box GovSlack ensures secure collaboration tailored for government operations, promoting flexibility and productivity while adhering to key government regulations for data processing and storage. By centralizing tools and teams in a secure, compliant platform, GovSlack empowers public sector organizations to meet evolving challenges and deliver exceptional services to the constituents they serve. It’s not that email is broken—it’s limited Even though landlines still work, we prefer to do everything on our smart devices. It’s not surprising. Better technology allows us to move faster, accomplish more and connect more easily. That’s exactly what Slack provides, while the inbox remains stuck in a cycle of refresh and reply. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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April 19, 2024in Salesforce, Salesforce Public Sector Solutions, Salesforce Slack

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