Salesforce Data Cloud Archives - gettectonic.com
data cloud and data silos

Unify Your Data Silos

Unify Your Data Silos: Deliver Connected, Personalized Experiences 🔹 65% of customers expect businesses to tailor experiences to their evolving needs. (State of Data and Analytics Report, 2023) Have you ever received a marketing promotion for something you just bought? Or had to repeat your purchase history before getting help from customer service? These disjointed experiences frustrate customers and result from data silos that prevent a unified view of the customer journey. With enterprises using over 1,000 applications on average, data ecosystems are highly complex. Many businesses attempt to centralize data in lakes, warehouses, or lakehouses, yet 73% of enterprise data remains unused for analytics (Forrester). Why? Because much of this data stays locked in backend systems, failing to power the real-time applications and workflows that drive customer engagement and business success. Break Down Data Silos to Create Seamless Customer Experiences By unifying your data, you can personalize every interaction—from online reviews and service records to browsing history and purchases. And by securely activating this data within your CRM and AI-driven workflows, you can deliver smarter, faster, and more impactful customer experiences. Unlock Business Growth with Unified Data When your teams have access to a complete, real-time customer profile, they can turn insights into action across every touchpoint: ✅ Sales Teams receive real-time guidance during calls, offering tailored recommendations based on customer behavior.✅ Service Agents proactively address issues with instant alerts and AI-powered resolutions.✅ Marketers deliver personalized, cross-channel messaging, adapting dynamically to customer actions.✅ Retailers optimize shopping experiences by responding in real time to cart abandonment and browsing patterns.✅ IT Teams build real-time apps to detect fraud, assess economic trends, and enhance security. Checklist: Build a 360° View of Your Customer ✅ Basic Data: Demographics, job title, email, and IP address.✅ Interaction Data: Email opens, website visits, CTRs, customer service calls, and social media activity.✅ Behavioral & Attitudinal Data: Purchase history, order values, survey feedback, and online reviews. Turn Raw Data Into Actionable Insights with Data Cloud Data Cloud transforms fragmented data into a single, trusted source of truth, deeply integrated with the Salesforce Platform. It enables organizations to: ✔ Connect and unify all customer data without complex data pipelines.✔ Activate insights in real-time across sales, service, and marketing workflows.✔ Power trusted AI solutions using all enterprise data for better decision-making. See How Formula 1 Uses Data to Drive Fan Engagement 📺 Watch how F1 personalizes fan experiences “With over 500 million fans worldwide, we needed personalized journeys and always-on capabilities.”— Matthew Kemp, Senior CRM & Customer Operations Manager, F1 Checklist: Unite Your Data for Better Customer Experiences ✔ Make data easy to store, manage, and analyze from any source.✔ Think holistically about behavioral, interaction, and attitudinal data.✔ Use a platform that transforms raw data into actionable insights.✔ Audit your systems for data silos causing disconnected experiences.✔ Ensure data is accessible in everyday workflows with trusted solutions like Data Cloud. 📊 Data-driven businesses don’t just manage customer experiences—they revolutionize them. 🚀 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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Financial Services Sector

Future of Financial Services

The Future of Financial Services: AI Agents, Consumer Trust, and Digital Transformation Fewer than half of consumers are fully satisfied with the service they receive from banks, insurance providers, and wealth management advisors. This underscores the urgent need for financial service institutions (FSIs) to prioritize standout customer experiences—both human and digital—leveraging AI agents to enhance personalization, efficiency, and responsiveness. Why Customer Experience is Key Consumer loyalty has long been driven by competitive pricing, fees, and interest rates. However, with declining rates making promotional incentives less feasible, FSIs are refocusing on customer service as a key differentiator. AI-powered digital experiences provide an opportunity to exceed customer expectations, offering speed, convenience, and hyper-personalization at scale. A significant portion of consumers are willing to stay with an institution that offers an exceptional experience, even if it raises its rates or fees. For instance, 46% of consumers—and 55% of high earners in the U.S. (households making over $100,000 per year)—value experience over pricing alone. Digital self-service is a primary component of this enhanced experience, with many consumers preferring to complete tasks online rather than through traditional phone or in-branch interactions. Institutions like Credit Unions are already meeting this demand by deploying self-service tools that provide instant resolutions, 24/7. AI Agents: Transforming the FSI Landscape AI agents represent a major leap forward in customer service, automating interactions and resolving issues without human intervention. However, trust in these AI-driven systems remains a work in progress. Only 41% of wealth management clients report being fully satisfied with their institution’s speed and effectiveness, and satisfaction levels are even lower among banking and insurance customers. Despite some skepticism, AI adoption is accelerating. Half of consumers expect AI to significantly impact their financial relationships, a belief even more pronounced among Millennials and Gen Z. The percentage of customers anticipating AI-driven transaction speed improvements has risen from 46% in 2023 to 65% today. Yet, consumer education on AI’s capabilities remains a challenge. AI agents have the potential to act as financial advisors, enhancing financial literacy, optimizing savings, and even increasing earnings. Salesforce’s Agentforce aims to bridge this gap, offering digital financial assistants that can answer questions like, “Am I saving enough for retirement?” or “Can I afford this vacation?”—delivering expert insights instantly and at scale. Building Trust in AI-Powered Finance Despite AI’s promise, trust issues persist. While 54% of consumers express confidence in AI agents, only 10% fully trust them. This skepticism is fueled by concerns over data privacy, security, and transparency. Many consumers are wary of how FSIs handle their personal information and are seeking greater clarity on AI’s role in financial decision-making. A Salesforce study revealed that 73% of consumers want to know when they’re interacting with AI, highlighting the importance of transparency in AI implementation. “For AI to succeed in financial services, trust and compliance must be built into the foundation,” said Eran Agrios, SVP & GM of Financial Services at Salesforce. “FSIs need to ensure their AI strategies are not only effective but also worthy of customer confidence.” AI in Action: Case Studies in Financial Services Financial institutions leveraging Agentforce are already seeing tangible benefits: Integrating Agentforce with ERP for Maximum Impact To maximize the potential of AI agents, FSIs must integrate them seamlessly into their broader enterprise ecosystems. Best practices for integration include: The Next Two Years: Defining the Future of AI in Finance As AI continues to disrupt the financial sector, FSIs that embrace AI-first strategies will outperform competitors in efficiency, security, and customer experience. Here’s what the future holds: The Takeaway Financial institutions that invest in AI-driven experiences today will define the future of finance. By adopting transparent, compliant, and consumer-centric AI strategies, FSIs can build trust, drive efficiency, and deliver exceptional customer experiences that set them apart in an increasingly AI-powered 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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Salesforce Data Cloud

Maximizing Salesforce Data Cloud

Maximizing Salesforce Data Cloud: Post-Implementation Strategies for Long-Term Success The Fastest-Growing Salesforce Product Salesforce Data Cloud is seeing explosive growth, with a 130% year-over-year increase in paid customers. In just one quarter, it processed an astonishing 2.3 quadrillion records—a 147% jump from the previous year. Businesses leveraging Data Cloud have seen a 165% boost in web engagement, with major brands like The Adecco Group, Aston Martin, and FedEx using it to strengthen customer relationships and drive growth. The Power of Data Cloud: Turning Information into Action What makes Salesforce Data Cloud so impactful is its ability to unify vast amounts of data, creating 360-degree customer profiles and transforming insights into action. But unlocking its full potential doesn’t stop at implementation—it requires ongoing optimization to keep your data clean, your systems efficient, and your AI models accurate. Post-Implementation Best Practices for Salesforce Data Cloud Once your Salesforce Data Cloud is up and running, the next step is ensuring long-term performance and business value. Here’s how to optimize and sustain your Data Cloud investment: 1. Maintain Data Integrity with Ongoing Quality Management 2. Optimize System Performance for Speed and Efficiency 3. Drive User Adoption with Tailored Training 4. Strengthen Data Governance and Compliance 5. Proactively Manage and Optimize Integrations 6. Refine Customer Segmentation for More Personalization 7. Keep AI and Predictive Models Up to Date 8. Measure ROI and Optimize for Business Impact 9. Foster a Data-Driven Culture Through Clear Communication 10. Stay Agile with Continuous Innovation and Community Engagement Conclusion: The Real Value of Data Cloud Begins After Implementation Salesforce Data Cloud is at the heart of next-gen customer engagement, but its true impact lies in how well you maintain and optimize it. Success depends on:✅ Involving key stakeholders in ongoing improvements✅ Enforcing strong data governance for security and accuracy✅ Continuously refining processes to adapt to changing business needs By committing to post-implementation optimization, your organization can stay agile, data-driven, and ahead of the competition—ensuring that Salesforce Data Cloud delivers maximum value now and in the future. 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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Secure Your Data

Secure Your Data: Strengthen Protection with Smart Hygiene Practices Security threats are the biggest barrier to effective data management, according to our State of Data and Analytics report. The good news? Human error accounts for 80% of cybersecurity incidents, meaning basic security hygiene can prevent most breaches. 🔹 Global IT and security leaders agree: The most effective defenses against cyberattacks include multi-factor authentication (MFA), identity and access management (IAM), and data encryption (2023 Global Data Security Trends Report). Six Security Best Practices to Protect Your Data 1. Encrypt Data to Keep It Private Encryption converts sensitive information into ciphertext that can only be unlocked with a decryption key. Whether data is in transit or at rest, encryption prevents unauthorized access. Look for solutions that offer end-to-end encryption to safeguard financial transactions, private messages, and customer records. 2. Control Access with Identity & Access Management (IAM) Only grant employees the minimum access they need to do their jobs (least privilege access). 66% of security leaders trust IAM to restrict who can view, edit, and manage sensitive data—reducing the risk of unauthorized access. 3. Require Multi-Factor Authentication (MFA) MFA strengthens security by requiring two or more credentials to verify user identity. 80% of IT leaders report that MFA is a core part of their security strategy because it significantly reduces unauthorized logins. 4. Invest in Backup & Recovery Solutions Data loss isn’t just an inconvenience—it can be catastrophic. Yet, only 39% of IT leaders consider backup and recovery a security priority. Ensure all business-critical data—from CRM to cloud storage—is backed up and recoverable to minimize risks. 5. Train Employees on Security Awareness Your team is your first line of defense. Cyberattacks often exploit human mistakes, making ongoing security training essential. Nearly two-thirds of IT leaders say they are increasing employee security training to boost awareness and adoption of best practices. 6. Strengthen Password Security Weak passwords remain a leading cause of breaches. Use a secure password manager and enforce these best practices: ✅ Create 16+ character passwords with a mix of letters, numbers, and symbols✅ Use passphrases with special characters for added complexity✅ Require multi-factor authentication (MFA) to access password managers How Humana Strengthened Security & Cut Costs 💡 million saved in security costs💡 Enhanced patient data protection “Our ultimate goal is that members see us as a trusted partner who can provide the services they need in a very timely manner.”— Brian Cahill, Vice President, Pharmacy Segment CIO, Humana Security Hygiene Checklist ✅ Automate software and security updates to protect against vulnerabilities✅ Encrypt data during transmission and storage to prevent unauthorized access✅ Use a secure file-sharing platform with end-to-end encryption✅ Implement least privilege access to ensure employees only access what they need✅ Regularly review employee permissions to maintain role-based security 🔒 Proactive security measures don’t just protect data—they build trust and resilience in your organization. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Aligning Strategy and Goals

Aligning Strategy and Goals

Aligning Strategy and Goals: Bridging the Gap Between Data and Business Success Aligning data strategy with business goals is critical—but easier said than done. 41% of business leaders report that their data strategy is only partially or not at all aligned with their objectives. Here’s how to close the gap and make data a true driver of business success. 1. Define Your Business Goals Collaboration between business and IT stakeholders is essential. Start by identifying and prioritizing objectives that drive success, such as revenue growth, customer satisfaction, cost reduction, and market expansion. Business Goal How Data Supports It Revenue Growth Use analytics to identify high-value customers and optimize marketing strategies for higher conversions. Customer Satisfaction Leverage trusted customer data to personalize experiences and improve engagement. Cost Reduction Analyze operational data to streamline processes and improve efficiency. Market Expansion Use market and customer insights to identify new growth opportunities. 2. Determine Key Metrics Once goals are clear, define key performance indicators (KPIs) to measure progress. Business Goal Key Metric Revenue Growth Conversion Rate: Measures the percentage of leads converted into paying customers. Customer Satisfaction Retention Rate: Tracks the percentage of returning customers over time. Cost Reduction Operational Efficiency Ratio: Compares operational costs to revenue. Market Expansion Customer Acquisition Rate: Measures the rate of new customer growth. 3. Assess Resources and Budget Evaluate whether you have the systems, tools, and budget needed to support your goals. If customer personalization is a priority, you may need solutions like Data Cloud to unify and leverage customer insights. A strong CRM or data analytics platform may also be required to track specific KPIs. 4. Build a Data-Driven Culture Data maturity is not just about tools—it’s about people. Empower teams with the skills, training, and mindset to leverage data effectively. Change management initiatives and ongoing education will help integrate data into daily decision-making. See how F5 is building a data-driven culture with Tableau:“Data has been transforming our corporate culture right before our eyes. Every day, I wake up learning something new about data.”— Amie Bright, Former RVP of Enterprise Data Strategy and Insights, F5 5. Align Teams for Success Use this handy checklist to ensure alignment across your organization: ✅ Collaborate with business and IT teams to define and prioritize objectives.✅ Develop key data KPIs in partnership with internal stakeholders.✅ Survey team leaders to assess the tools, systems, and budgets needed.✅ Invest in training and change management to build a data-driven culture.✅ Join a data leadership community to gain insights and best practices. Want to accelerate your data strategy? Reach out to Tectonic to get started 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 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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Google and Salesforce Expand Partnership

Google and Salesforce Expand Partnership

Google and Salesforce Expand Partnership to Enhance AI Agent Capabilities Google and Salesforce are deepening their collaboration to provide customers with greater flexibility in AI agent deployment. This expanded partnership will integrate Google Gemini within Salesforce’s Agentforce platform, enabling AI agents to process images, audio, and video with advanced multimodal capabilities. Enhanced AI Functionality with Gemini Through this integration, AI agents will gain access to Gemini’s powerful models, allowing them to handle complex tasks with extended context windows and leverage real-time insights from Google Search via Vertex AI. This collaboration aims to empower businesses with AI solutions that are not limited to a single model provider, offering crucial flexibility in AI customization. Srini Tallapragada, Salesforce’s President and Chief Engineering and Customer Success Officer, emphasized that the integration offers customers the ability to choose the applications and models that best suit their needs. “Salesforce offers a complete enterprise-grade agentic AI platform that makes it easy to deploy new capabilities quickly and realize business value fast. Google Cloud is a pioneer in enterprise agentic AI, offering some of the most powerful models, agents, and AI development tools on the planet. Together, we are creating the best place for businesses to scale with digital labor.” Key Benefits of the Integration The partnership is set to deliver significant advantages for businesses, as outlined in the official announcement: Thomas Kurian, CEO of Google Cloud, highlighted the benefits of this collaboration: “Our mutual customers have asked for seamless integration across Salesforce and Google Cloud. This expanded partnership enables them to accelerate AI transformations with state-of-the-art AI models, agentic AI, and advanced data analytics.” Strengthening Customer Service Integrations The partnership will also enhance the connection between Salesforce Service Cloud and Google Cloud’s Customer Engagement Suite, providing AI-driven improvements to customer support. Key upcoming features include: Expanding AI-Powered Decision-Making Beyond Gemini, Agentforce will integrate Google Search through Vertex AI, leveraging secure connections between Salesforce Data Cloud and Google BigQuery. This will enable AI agents to access real-time information for improved accuracy and decision-making. For example, in supply chain management, AI can track shipments, monitor inventory in Salesforce Commerce Cloud, and anticipate disruptions using real-time data on weather, port congestion, and geopolitical events. Additionally, joint customers will be able to utilize Salesforce’s unified platform—including Agentforce, Data Cloud, and Customer 360—on Google Cloud’s AI-optimized infrastructure. This integration ensures enhanced security through dynamic grounding, zero data retention, and toxicity detection via the Einstein Trust Layer. Businesses will also soon have the option to purchase Salesforce products via the Google Cloud Marketplace. More AI Innovations from Google and Salesforce Google recently announced the development of a personalized AI-powered chatbot that will be integrated into its devices, including smartphones, laptops, and tablets. This tool will automatically answer calls, process requests, and respond on behalf of users. Meanwhile, Salesforce’s Service Assistant—formerly known as Salesforce Service Planner—has launched on Service Cloud. Designed to support live agents, it generates step-by-step plans for resolving customer inquiries by analyzing intent, case history, and customer context. For optimal performance, Salesforce recommends integrating it with Data Cloud and the contact center knowledge base. With this expanded partnership, Google and Salesforce are setting the stage for businesses to leverage cutting-edge AI technology, driving innovation and operational efficiency across industries. 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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Achieving AI Success Starts with Data Maturity

Achieving AI Success Starts with Data Maturity

True AI success depends on data maturity. But what does that mean in practice? Organizations with high data maturity: The Path to Data Maturity Reaching data maturity requires a strategic commitment to: ✅ Develop a unified data strategy that aligns business and data teams toward common goals.✅ Implement strong data management and governance to ensure accuracy and trust.✅ Leverage advanced data solutions to transform raw data into actionable insights.✅ Prioritize security and compliance to protect data from breaches.✅ Foster a data-driven culture where every employee has the skills to analyze and act on insights. See How John Lewis & Partners Unlocks AI + Data-Driven Personalization “Investing in Salesforce has enabled us to make decisions faster and develop deeper relationships with our customers by providing a more personalized, convenient, and seamless customer experience.” — Libby Hickey, Tableau Product Manager, John Lewis & Partners Assess Your Data Maturity Ready to accelerate your data transformation? 📊 Take the free assessment to: Start your data maturity journey today. Contact 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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AI Data Cloud and Integration

It is Time to Implement Data Cloud

With Salesforce Data Cloud you can: With incomplete data your 360-degree customer view is limited and often leads to multiple sales reps working on the same lead. Slow access to the right leads at the right time leads to missed opportunties and delayed closings. If your team cannot trust the data due to siloes and inaccuracies, they avoid using it. It is Time to Implement Data Cloud. Unified Connect and harmonize data from all your Salesforce applications and external data systems. Then activate your data with insights and automation across every customer touchpoint. Powerful With Data Cloud and Agentforce, you can create the most intelligent agents possible, giving them access to the exact data they need to deliver any employee or customer experience. Secure Securely connect your data to any large language model (LLM) without sacrificing data governance and security thanks to the Einstein 1 trust layer. Open Data Cloud is fully open and extensible – bring your own data lake or model to reduce complexity and leverage what’s already been built. Plus, share out to popular destinations like Snowflake, Google Ads, or Meta Ads. Salesforce Data Cloud is the only hyperscale data engine native to Salesforce. It is more than a CDP. It goes beyond a data lake. You can do more with Data Cloud. Your Agentforce journey begins with Data Cloud. Agents need the right data to work. With Data Cloud, you can create the most intelligent agents possible, giving them access to the exact data they need to deliver any employee or customer experience. Use any data in your organization with Agentforce in a safe and secure manner thanks to the Einstein 1 Trust Layer. Datablazers are Salesforce community members who are passionate about driving business growth with data and AI powered by Data Cloud. Sign up to join a growing group of members to learn, connect, and grow with Data Cloud. Join today. The path to AI success begins and ends with quality data. Business, IT, and analytics decision makers with high data maturity were 2x more likely than low-maturity leaders to have the quality data needed to use AI effectively, according to our State of Data and Analytics report. “What’s data maturity?” you might wonder. Hang tight, we’ll explain in chapter 1 of this guide. Data-leading companies also experience: Your data strategy isn’t just important, it’s critical in getting you to the head of the market with new AI technology by your side. That’s why this Salesforce guide is based on recent industry findings and provides best practices to help your company get the most from your data. Tectonic will be sharing a focus on the 360 degree customer view with Salesforce Data Cloud in our insights. Stay tuned. It is Time to Implement Data Cloud 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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The Future of AI in Salesforce

The Future of AI in Salesforce

The Future of AI in Salesforce: Smarter, Predictive, and Deeply Integrated Artificial Intelligence (AI) is revolutionizing the Salesforce ecosystem, reshaping customer interactions, automating workflows, and driving revenue growth. As we move into 2025 and beyond, AI within Salesforce will become even more intelligent, predictive, and seamlessly embedded across the platform. Let’s explore the key advancements defining the next era of AI in Salesforce. 1. Next-Gen Einstein AI: A Smarter CRM Assistant Salesforce Einstein continues to evolve, equipping businesses with powerful AI-driven capabilities: 2. AI-Powered Revenue Intelligence & Forecasting AI is transforming revenue intelligence, helping sales teams make data-driven decisions: 3. AI-Driven Sales & Service Automation AI-powered automation will streamline workflows and improve efficiency: 4. Hyper-Personalization with AI & Data Cloud Salesforce Data Cloud and AI will power personalized customer experiences at scale: 5. AI-Optimized Lead Generation & Marketing Automation AI will continue to enhance lead generation and marketing strategies: 6. AI & Low-Code/No-Code Innovation Salesforce is democratizing AI with accessible low-code and no-code tools: 7. Ethical AI & Governance: Building Trust in AI Salesforce remains committed to ethical, transparent, and bias-free AI: Conclusion As AI becomes deeply embedded in every Salesforce cloud, businesses will experience faster automation, smarter decision-making, and hyper-personalized customer engagement. From AI-powered sales forecasting to generative AI-driven content, the future of Salesforce AI is set to redefine CRM strategies in 2025 and beyond. 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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Data Cloud Billable Usage

Data Cloud Billable Usage Overview Usage of certain Data Cloud features impacts credit consumption. To track usage, access your Digital Wallet within your Salesforce org. For specific billing details, refer to your contract or contact your Account Executive. Important Notes ⚠️ Customer Data Platform (CDP) Licensing – If your Data Cloud org operates under a CDP license, refer to Customer Data Platform Billable Usage Calculations instead.⚠️ Sandbox Usage – Data Cloud sandbox consumption affects credits, with usage tracked separately on Data Cloud sandbox cards. Understanding Usage Calculations Credit consumption is based on the number of units used multiplied by the multiplier on the rate card for that usage type. Consumption is categorized as follows: 1. Data Service Usage Service usage is measured by records processed, queried, or analyzed. Billing Category Description Batch Data Pipeline Based on the volume of batch data processed via Data Cloud data streams. Batch Data Transforms Measured by the higher of rows read vs. rows written. Incremental transforms only count changed rows after the first run. Batch Profile Unification Based on source profiles processed by an identity resolution ruleset. After the first run, only new/modified profiles are counted. Batch Calculated Insights Based on the number of records in underlying objects used to generate Calculated Insights. Data Queries Based on records processed, which depends on query structure and total records in the queried objects. Unstructured Data Processed Measured by the amount of unstructured data (PDFs, audio/video files) processed. Streaming Data Pipeline Based on records ingested through real-time data streams (web, mobile, streaming ingestion API). Streaming Data Transforms Measured by the number of records processed in real-time transformations. Streaming Calculated Insights Usage is based on the number of records processed in streaming insights calculations. Streaming Actions (including lookups) Measured by the number of records processed in data lookups and enrichments. Inferences Based on predictive AI model usage, including one prediction, prescriptions, and top predictors. Applies to internal (Einstein AI) and external (BYOM) models. Data Share Rows Shared (Data Out) Based on the new/changed records processed for data sharing. Data Federation or Sharing Rows Accessed Based on records returned from external data sources. Only cross-region/cross-cloud queries consume credits. Sub-second Real-Time Events & API Based on profile events, engagement events, and API calls in real-time processing. Private Connect Data Processed Measured by GB of data transferred via private network routes. 🔹 Retired Billing Categories: Accelerated Data Queries and Real-Time Profile API (no longer billed after August 16, 2024). 2. Data Storage Allocation Storage usage applies to Data Cloud, Data Cloud for Marketing, and Data Cloud for Tableau. Billing Category Description Storage Beyond Allocation Measured by data storage exceeding your allocated limit. 3. Data Spaces Billing Category Description Data Spaces Usage is based on the number of data spaces beyond the default allocation. 4. Segmentation & Activation Usage applies to Data Cloud for Marketing customers and is based on records processed, queried, or activated. Billing Category Description Segmentation Based on the number of records processed for segmentation. Batch Activations Measured by records processed for batch activations. Activate DMO – Streaming Based on new/updated records in the Data Model Object (DMO) during an activation. If a data graph is used, the count is doubled. 5. Ad Audiences Service Usage Usage is calculated based on the number of ad audience targets created. Billing Category Description Ad Audiences Measured by the number of ad audience targets generated. 6. Data Cloud Real-Time Profile Real-time service usage is based on the number of records associated with real-time data graphs. Billing Category Description Sub-second Real-Time Profiles & Entities Based on the unique real-time data graph records appearing in the cache during the billing month. Each unique record is counted only once, even if it appears multiple times. 📌 Example: If a real-time data graph contains 10M cached records on day one, and 1M new records are added daily for 30 days, the total count would be 40M records. 7. Customer Data Platform (CDP) Billing Previously named Customer Data Platform orgs are billed based on contracted entitlements. Understanding these calculations can help optimize data management and cost efficiency. Track & Manage Your Usage 🔹 Digital Wallet – Monitor Data Cloud consumption across all categories.🔹 Feature & Usage Documentation – Review guidelines before activating features to optimize cost.🔹 Account Executive Consultation – Contact your AE to understand credit consumption and scalability options. 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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Agentforce Unveiled

Scale Your Marketing with Agentforce

Scale Your Marketing with Agentforce: AI-Powered Automation for Modern Campaigns Traditional marketing systems struggle to keep pace with today’s demand for precision, personalization, and scale. With marketing teams managing complex, multi-platform campaigns, repetitive work quickly becomes a challenge—41% of employee time is spent on low-impact tasks, and 65% of desk workers believe AI will help them focus on more strategic work. Enter Agentforce for Marketers, built with the Atlas Reasoning Engine. These AI-powered agents help businesses scale their workforces on demand, analyzing data, making decisions, and taking proactive action on tasks like answering customer inquiries and qualifying leads. If you’re ready to embrace a new level of efficiency, this Tectonic insight explores how Agentforce can revolutionize your marketing efforts. What is Agentforce for Marketing? Introduced at Dreamforce 2024, Agentforce represents Salesforce’s next evolution in AI. Powered by the Atlas Reasoning Engine, it enhances automation with retrieval-augmented generation (RAG) and contextual decision-making. Salesforce CEO Marc Benioff calls Agentforce “the third wave of AI—moving beyond copilots to highly accurate, low-hallucination customer service agents that actively drive success.” For marketers, this means automation that analyzes vast datasets, connects customer interactions across teams, and provides real-time insights—all while optimizing campaigns, streamlining workflows, and generating personalized content. The Core of Agentforce: Agentforce combines Agent Builder, Model Builder, and Prompt Builder, allowing marketers to: These tools enable seamless, personalized experiences while reducing manual effort. Key Autonomous AI Agents in Agentforce Agentforce’s AI-powered agents cover a wide range of marketing and sales functions, including: Core Features of Agentforce for Marketing Agentforce transforms marketing by delivering AI-driven insights, automating workflows, and personalizing customer experiences at scale. 1. AI-Driven Campaign Insights Agentforce integrates Salesforce Data Cloud and Marketing Cloud Intelligence to analyze customer behavior patterns, optimize targeting strategies, and improve campaign performance. 💡 Only 32% of marketers say they effectively use customer data for personalization. Agentforce closes this gap by providing real-time, actionable insights. 2. Real-Time Data Integration By consolidating insights from CRM records, external platforms, and unstructured sources, Agentforce ensures AI-driven recommendations power marketing automation and personalization. ✅ Example: OpenTable used Agentforce’s data-driven insights to boost customer engagement and increase case resolution rates. 3. Automated Campaign Workflows Agentforce eliminates repetitive tasks like email follow-ups, social media posts, and ad placements, allowing teams to focus on strategy. 💡 Marketers can set up automated email sequences that trigger based on customer behavior—without manual intervention. Use Cases: How Marketers Leverage Agentforce 1. Personalized Email Campaigns Agentforce analyzes customer interactions to send hyper-targeted emails based on past purchases, browsing history, and engagement. ✅ Example: An online retailer sends tailored product recommendations based on recent searches, increasing conversion rates. 2. Omnichannel Campaign Management Agentforce synchronizes messaging across email, social media, and ads, ensuring consistency across platforms like Marketing Cloud and Facebook Ads Manager. ✅ Example: A product launch campaign can automatically schedule email announcements, social media posts, and search ads—all aligned in messaging. 3. Advanced Audience Segmentation Using AI-powered behavioral analysis, Agentforce creates refined audience segments to deliver hyper-personalized marketing. ✅ Example: A luxury retailer identifies VIP customers likely to attend exclusive events and sends personalized invitations. 4. Performance Tracking & Optimization Agentforce continuously monitors engagement metrics, offering AI-driven recommendations for campaign improvements. 💡 This allows marketers to adjust strategies in real time, maximizing impact. Challenges & Considerations 1. Adapting to AI-Powered Marketing Many professionals feel unprepared for AI-driven tools. Organizations should invest in training programs to ease adoption and leverage Salesforce’s low-code tools for a smoother transition. 2. Ethical & Sustainable AI Implementation Responsible AI use is critical. Agentforce includes features to:✅ Mitigate bias in AI-driven processes.✅ Reduce environmental impact by optimizing hardware usage.✅ Ensure accuracy with real-time, dynamic data. 💡 Salesforce’s AI Red Teaming and Ethical AI Maturity Model help businesses implement AI responsibly. The Future of Marketing with Agentforce Agentforce is redefining marketing automation, eliminating repetitive tasks, enhancing personalization, and driving smarter decision-making. If you’re ready to scale your marketing with AI-powered efficiency, Agentforce is your next competitive advantage. 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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Data Cloud and Genpact

Unlock the Power of Your Data with Data Cloud

Seamlessly Connect, Unify, and Activate Your Data Data Cloud enables you to harness the full potential of your data—structured or unstructured—by integrating it across multiple sources. Key Capabilities: ✔ Connect All Data Sources – Ingest both batch and streaming data seamlessly.✔ Zero-Copy Data Federation – Access data without duplicating it.✔ Data Transformation & Governance – Standardize and secure your data.✔ Harmonize to a Common Data Model – Ensure consistency across datasets.✔ Identity Resolution – Unify data with advanced rulesets.✔ Advanced Analytics & Insights – Query, analyze, and extract business intelligence.✔ AI-Powered Predictions – Use AI to anticipate customer behavior.✔ Segmentation & Activation – Create targeted audience segments for personalized experiences.✔ Multi-Source Data Activation – Output data to multiple channels based on business needs.✔ Integration with Agentforce – Leverage data for AI-powered automation.✔ Continuous Optimization – Measure, refine, and enhance your data strategy. Designed for Every Role Data Cloud provides role-specific functionality, ensuring value across your organization. User Description Learn More Admins Enhance your admin skills with Data Cloud. Administer Data Cloud (Trailhead) Analysts Leverage Tableau to expand your analytics capabilities. Tableau Cloud Help Documentation Builders Develop applications using Data Cloud. ISVforce Guide Business Users Ingest data for diverse business needs. Salesforce Help Data Architects Map and model data effectively. Salesforce Architects Frameworks Developers Utilize APIs and SDKs to interact with Data Cloud. Data Cloud Developer Center Marketers Segment and activate audiences for cross-channel campaigns. Segmentation in Data Cloud (Trailhead) Partners Implement Data Cloud for customers. Partner Learning Camp Get Started with Data Cloud Customize Your Experience Data Cloud is built to scale, allowing you to tailor features to your business needs. While some features are included, others are available as add-ons or have adjustable limits. Work with your account executive to find the right solution. Available Editions: 📌 Data Cloud Starter – Get core Data Cloud functionality. 📌 Data Cloud + Tableau – Unlock powerful analytics with Tableau Enterprise. 📌 Marketing Use Cases – Leverage Segmentation and Activation for personalized marketing campaigns. 📌 Industry-Specific Solutions – Tailor Data Cloud for specialized needs. Better Together: Data & AI The best AI solutions are built on trusted, high-quality data. Data Cloud consolidates disparate data sources into unified customer and account profiles, fueling AI-driven automation and insights with Agentforce. Unlock the full potential of your data with Salesforce Data Cloud. Ready to get started? Learn more. 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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AI evolves with tools like Agentforce and Atlas

Salesforce Atlas

Salesforce Atlas: The Brainpower Behind AI-Driven Transformation A New Era of AI for Enterprise AI is reshaping industries at an unprecedented pace, and agentic AI—AI that can think, plan, and act autonomously—is at the forefront of this revolution. Salesforce is leading the charge with Agentforce, a low-code platform that allows businesses to build, refine, and deploy autonomous AI agents across multiple business functions. At the core of this innovation is Salesforce Atlas, the reasoning engine that empowers Agentforce to tackle complex decision-making tasks just like a human. But Atlas goes further—it continuously learns, adapts, and evolves, setting a new standard for AI-driven enterprises. Let’s explore how Atlas works, its capabilities, and why it’s a game-changer for businesses. Salesforce Atlas: The Reasoning Engine Powering Agentforce Atlas is the intelligent decision-making engine that powers Agentforce’s AI agents. Rather than simply following predefined rules, Atlas evaluates data, refines its approach, and continuously learns from outcomes. When an AI agent encounters a decision point, Atlas asks: ➡️ Do I have enough data to ensure accuracy?✔ If yes, it proceeds with a decision.❌ If no, it seeks additional data or escalates the issue. This iterative learning process ensures that AI agents become more reliable, context-aware, and autonomous over time. Salesforce CEO Marc Benioff teased the potential of Atlas, revealing that: 📊 “We are seeing 90-95% resolution on all service and sales issues with the new Atlas.” That’s a staggering success rate, demonstrating how AI-driven reasoning can transform enterprise efficiency and customer engagement. How Salesforce Atlas Works: The “Flywheel” Process Atlas operates using a structured flywheel process that enables self-improvement and adaptability. Here’s how it works: 1️⃣ Data Retrieval – Atlas pulls structured and unstructured data from the Salesforce Data Cloud.2️⃣ Evaluation – It analyzes the data, generates a plan of action, and assesses whether the plan will drive the desired outcome.3️⃣ Refinement – If the plan isn’t strong enough, Atlas loops back, refines its approach, and iterates until it’s confident in its decision. This cycle repeats continuously, ensuring AI agents deliver accurate, data-driven outcomes that align with business goals. Once a task is completed, Atlas learns from the results, refining its approach to become even smarter over time. The Core Capabilities of Salesforce Atlas Atlas stands out because of its advanced reasoning, adaptive learning, and built-in safeguards—all designed to deliver trustworthy, autonomous AI experiences. 1. Advanced Reasoning & Decision-Making Atlas doesn’t just execute tasks; it thinks critically, determining the best way to approach each challenge. Unlike traditional AI models that follow rigid scripts, Atlas: 🔍 Analyzes real-time data to determine the most effective course of action.📊 Refines its decisions dynamically based on live feedback.🌍 Adapts to changing circumstances to optimize outcomes. At Dreamforce 2024, Marc Benioff demonstrated Atlas’s power by showcasing how it could optimize theme park experiences in real time, analyzing: 🎢 Ride availability👥 Guest preferences🚶 Park flow patterns This real-time decision-making showcases the game-changing potential of agentic AI. 2. Advanced Data Retrieval Atlas leverages Retrieval-Augmented Generation (RAG) to pull highly relevant, verified data from multiple sources. This ensures: ✔ More accurate responses✔ Minimized AI hallucinations✔ Reliable, data-driven insights For example, Saks Fifth Avenue uses Atlas to personalize shopping recommendations for millions of customers—tailoring experiences with precision. 3. Built-in Guardrails for Security & Compliance Salesforce recognizes the importance of AI governance, and Atlas includes robust safeguards to ensure responsible AI usage. 🔐 Ethical AI protocols – Ensures compliance with evolving regulations.🚨 Escalation capabilities – AI knows when to seek human intervention for complex issues.🌍 Hyperforce security – Provides enterprise-grade privacy and security standards. These protections ensure Atlas operates securely, responsibly, and at scale across global enterprises. 4. Reinforcement Learning & Continuous Improvement Atlas doesn’t just process data—it learns from outcomes. 🔄 Refines decisions based on real-world results📈 Optimizes performance over time⚡ Becomes increasingly efficient and tailored to business needs Whether it’s increasing sales conversions, resolving service issues, or optimizing workflows, Atlas ensures AI agents grow smarter with every interaction. Why Salesforce Atlas is a Game-Changer Salesforce Atlas isn’t just another AI tool—it’s the brain behind Salesforce’s next-generation AI ecosystem. With Atlas, businesses can: ✅ Automate complex tasks with AI-driven decision-making.✅ Deliver hyper-personalized customer experiences with confidence.✅ Scale AI-powered workflows across sales, service, and operations.✅ Ensure compliance and trust with built-in governance measures.✅ Adapt AI capabilities to meet evolving business needs. Marc Benioff envisions Atlas as the core of a future where AI and humans collaborate to drive innovation and efficiency. By combining advanced reasoning, dynamic adaptability, and enterprise security, Atlas empowers organizations to work smarter, faster, and more effectively—unlocking the full potential of agentic AI. The future of AI-driven enterprise has arrived. With Salesforce Atlas, businesses can build AI agents that don’t just follow instructions—they think, learn, and evolve. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce and AWS-Agentic Enterprise

Salesforce and AWS: Driving the Future of the Agentic Enterprise As AI-powered agents redefine the way businesses operate, strategic partnerships are playing a pivotal role in harnessing the power of data and artificial intelligence. Salesforce and AWS, two industry leaders, have taken significant steps toward building a smarter, agentic enterprise through their expanded collaboration. One year into this strategic partnership, their joint efforts are delivering transformative AI and data solutions, helping customers like Buyers Edge Platform unlock new efficiencies and capabilities. A Partnership Fueling Agentic AI Salesforce and AWS are aligning their AI and data initiatives to pave the way for advanced agentic systems—autonomous AI agents designed to enhance business operations and customer experiences. Among their notable achievements over the past year are: These innovations are creating an ecosystem that supports the delivery of agentic AI, enabling businesses to streamline operations and tap into new value from their data. “By integrating data and AI capabilities across our platforms, Salesforce and AWS are building a strong foundation for the future of agentic systems,” said Brian Landsman, EVP of Global Business Development and Technology Partnerships at Salesforce. “With a majority of large companies planning to implement agents by 2027, organizations need trusted partners to help them achieve their vision of a smarter enterprise.” Making AI More Accessible Salesforce is simplifying access to AI technology through the AWS Marketplace, offering customers an integrated solution that includes Agentforce—the agentic layer of the Salesforce platform. Agentforce enables businesses to deploy autonomous AI agents across various operations, streamlining workflows and delivering measurable results. Available in 23 countries, Salesforce’s presence on AWS Marketplace offers customers key advantages, including: By removing barriers to adoption, Salesforce and AWS empower companies to focus on leveraging technology for growth rather than navigating complex procurement systems. A New Era of Enterprise Efficiency As businesses increasingly rely on data and AI to remain competitive, the Salesforce-AWS partnership is setting the stage for enterprises to achieve more with agentic systems. These systems allow companies to execute complex tasks with unprecedented efficiency, maximizing ROI on technology investments. “Our partnership with Salesforce empowers mutual customers to realize the full potential of their data and AI investments,” said Chris Grusz, Managing Director of Technology Partnerships at AWS. “Together, we’re delivering immediate, actionable insights with agentic AI, enabling organizations to automate strategically and unlock more value across their operations.” Looking Ahead By seamlessly integrating data and AI capabilities, Salesforce and AWS are not just building technology solutions—they’re reshaping how enterprises operate and thrive in the digital age. As agentic AI becomes an essential part of business strategy, this partnership provides a blueprint for leveraging technology to drive smarter, more agile, and more effective enterprises. 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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