Salesforce Data Cloud Archives - gettectonic.com

Salesforce Tackles Enterprise AI Reliability with Enterprise General Intelligence (EGI)

As businesses increasingly adopt AI, a critical challenge has emerged: inconsistent performance in real-world applications. Salesforce calls this phenomenon “jagged intelligence”—where AI excels in controlled environments but falters under dynamic enterprise demands. To address this, Salesforce is pioneering Enterprise General Intelligence (EGI), a new framework designed to ensure AI is not just powerful but reliable, consistent, and safe for business use. Why Enterprise AI Needs a New Approach Traditional AI benchmarks often fail to reflect real-world enterprise needs. Issues like: …have made many companies hesitant to fully deploy AI at scale. Salesforce’s EGI rethinks AI alignment for enterprises, prioritizing:✔ Consistency – Reliable performance across diverse business cases✔ Specialization – Task-specific AI models over generic LLMs✔ Safety & Governance – Built-in guardrails for compliance Key Innovations Powering EGI 1. SIMPLE: Measuring AI Consistency Salesforce’s SIMPLE dataset (225 reasoning questions) evaluates how AI performs under varying conditions—helping identify and fix inconsistencies before deployment. 2. CRMArena: Real-World AI Testing This benchmarking framework simulates authentic CRM scenarios (service agents, analysts, managers) to ensure AI adapts to real business needs—not just lab conditions. 3. SFR-Embedding: Smarter Enterprise AI A new embedding model (ranked #1 on MTEB’s 56-dataset benchmark) enhances AI’s ability to understand complex business data, improving decision-making in Salesforce Data Cloud. 4. xLAM V2: AI That Takes Action Unlike text-only LLMs, Large Action Models (xLAM V2) predict and execute enterprise tasks—optimizing everything from inventory management to financial forecasting with high precision. 5. SFR-Guard & ContextualJudgeBench: AI Safety Co-Innovation: Doubling AI Accuracy with Customer Feedback Salesforce’s customer-driven development has already doubled AI accuracy in key applications. Itai Asseo, Senior Director of Incubation & Brand Strategy at Salesforce: “By working directly with enterprises, we’ve refined AI to outperform competitors in real-world use cases—boosting both performance and trust.” The Future of Enterprise AI Salesforce’s EGI framework is setting a new standard: AI that works as reliably in business as it does in theory. For telecom and tech leaders, this means:✅ Fewer AI surprises – Consistent, predictable outputs✅ Higher ROI – Specialized models for key workflows✅ Stronger compliance – Built-in governance & safety As AI evolves, Salesforce is ensuring enterprises don’t just adopt AI—they can depend on it. Next Steps: The era of reliable enterprise AI is here. 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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Streamline Data Collection from Connected Vehicles and Assets with AWS and Salesforce

Streamline Data Collection from Connected Vehicles and Assets with AWS and Salesforce

Unlock Real-Time Insights with AWS IoT and Salesforce Industry Clouds This guide explains how to gather, process, and distribute data from connected vehicles and industrial assets—such as manufacturing equipment or utility meters—into Salesforce Industry Cloud solutions using Amazon Web Services (AWS). Key AWS IoT Services for Data Collection By leveraging these services, businesses can integrate telemetry data into: Why This Integration Matters Strong customer relationships rely on real-time insights. Automakers, manufacturers, and utility providers can enhance customer interactions by unifying telemetry data with CRM workflows—enabling smarter marketing, sales, and service decisions. Prerequisites To integrate AWS IoT with Salesforce, you’ll need: AWS Services Salesforce Requirements Use Cases 1. Predictive Maintenance with AWS & Salesforce 2. In-Car Notifications 3. On-Demand Vehicle/Asset Health Insights 4. Data-Driven Customer Engagement Solution Architecture Data Flow Overview Implementation Steps 1. Set Up AWS IoT Rules 2. Configure Salesforce Event Handling 3. Enable Real-Time Analytics Conclusion By integrating AWS IoT with Salesforce Industry Clouds, businesses can:✔ Improve operational efficiency with predictive maintenance.✔ Enhance customer experiences through real-time alerts and diagnostics.✔ Drive data-driven decisions with unified analytics. Next Steps: Empower your teams with real-time IoT insights—start building 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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Salesforce Launches AI-Powered Agentforce for HR Service to Transform Employee Support

Salesforce Launches AI-Powered Agentforce for HR Service to Transform Employee Support

Salesforce Inc. (NYSE: CRM) today unveiled Agentforce for HR Service, a new AI-powered solution designed to revolutionize employee support by automating routine HR tasks and delivering personalized, conversational assistance. Built on Salesforce’s existing HR Service platform, Agentforce for HR Service integrates directly into Slack and Employee Portals, enabling workers to manage common requests—such as time-off approvals, benefits updates, and payroll inquiries—through natural language interactions. For more sensitive or complex issues, the AI seamlessly hands off conversations to human HR representatives with full context, ensuring a smooth transition. AI as a Digital HR Partner HR teams are under increasing pressure, with 57% of professionals reporting they are overcapacity, according to a 2024 Society for Human Resource Management (SHRM) study. Agentforce aims to alleviate this strain by handling high-volume, repetitive tasks while allowing HR specialists to focus on strategic initiatives and employee well-being. Key capabilities include: Proven Results at Salesforce Salesforce has already deployed Agentforce for HR internally, reporting a 96% self-service resolution rate across nearly 10 million employee inquiries. “The future of work is humans and agents collaborating,” said Nathalie Scardino, President and Chief People Officer at Salesforce. “We’re leading this shift by empowering HR teams to scale support while maintaining a human touch.” Industry Adoption Underway Early adopters like Indeed Inc. are already using Agentforce to streamline hiring and employee support. Analysts see strong potential for AI to redefine HR efficiency. “HR, like every department, is being asked to do more with less,” noted Rebecca Wettemann, Principal Analyst at Valoir. “Agentforce enables HR teams to deliver faster, more consistent support by centralizing data and automating workflows.” Availability Agentforce for HR Service is now available via the Agentforce Platform, HR Service Console, and Employee Portal, with Slack integration coming in June. For more details, visit Salesforce.com. About SalesforceSalesforce is the global leader in CRM, empowering companies to connect with customers in a whole new way. For more information, visit Salesforce News. Why This Matters Salesforce’s latest innovation underscores its commitment to AI-driven productivity, positioning HR as the next frontier for agentic AI adoption. 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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SaaS Data Protection from Own

Salesforce Integrates Own Co. Capabilities

Salesforce Integrates Own Co. Capabilities to Strengthen Data Resilience, Security, and AI Readiness Salesforce has fully integrated Own Co.’s data backup, recovery, and security solutions into its platform, equipping partners and customers with enhanced tools for data resilience, compliance, and security—critical foundations as businesses adopt AI-driven solutions. Marla Hay, Vice President of Product Management for Security, Privacy, and Data Management at Salesforce, emphasized in an interview with CRN that these new capabilities are essential as partners guide customers through AI adoption. “Before launching any major AI initiative, ensuring robust data backup and hygiene is critical,” Hay said. “With AI and autonomous agents, the quality of insights depends entirely on the integrity of your data. These new tools help businesses minimize risk while maximizing AI’s potential.” Key Enhancements for AI and Security The integration empowers solution providers to: “Clean, well-managed data isn’t just about compliance—it accelerates operations, enhances customer experiences, and ensures accuracy,” Hay added. Salesforce announced its acquisition of Own Co. in September 2023, bringing over 7,000 customers into its ecosystem. The newly integrated features include: 1. Secure Data Masking & Sandbox Testing 2. Enhanced Monitoring & Threat Detection 3. Robust Backup & Recovery 4. AI-Ready Data Insights with Salesforce Discover 5. Cost-Efficient Data Archiving Why This Matters for AI Adoption As businesses increasingly rely on AI agents and predictive analytics, ensuring data integrity, security, and recoverability is non-negotiable. Salesforce’s integration of Own Co.’s capabilities provides a low-risk pathway to cleaner, more resilient data—ultimately leading to: For partners and customers, these enhancements mean smoother AI deployments, reduced risk, and better business outcomes. Interested in leveraging these new capabilities? Contact Tectonic 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 Data Studio and Salesforce

What Does the Salesforce Google Cloud Partnership Mean?

Salesforce and Google Cloud Expand AI Partnership: What It Means for Your Business Enterprise AI is evolving at an unprecedented pace. This week, Salesforce and Google Cloud announced a major expansion of their strategic partnership, promising to give businesses greater flexibility, power, and choice in building AI-driven customer experiences and data strategies. This collaboration isn’t just about new technology—it’s about reimagining how businesses engage customers, unlock insights, and drive efficiency with AI. But what does that mean in practical terms? Let’s break down the top key opportunities. Why This Matters for Your Business In today’s business arena, AI isn’t just an advantage—it’s a necessity. With this partnership, businesses can: ✅ Unify Data Seamlessly – Break down silos with a zero-copy architecture, eliminating data fragmentation.✅ Leverage AI Flexibility – Choose predictive, generative, and multi-modal AI models without vendor lock-in.✅ Ensure Trust & Security – Use bias detection, explainability tools, and enterprise-grade security.✅ Streamline Workflows – Automate processes across Salesforce, Google Cloud, and other key platforms. This partnership isn’t just about adding AI—it’s about creating an intelligent, unified ecosystem that connects data, applications, and AI models. AI in Action: How Businesses Can Benefit 1️⃣ Smarter, Faster Customer Support with AI Agents With Salesforce Agentforce powered by Google Gemini AI, businesses can deploy multi-modal AI agents that handle text, images, audio, and video, creating more natural and intelligent customer interactions. 🔹 AI-Powered Insurance ClaimsA customer submits an insurance claim by uploading images of car damage and leaving an audio voicemail. Agentforce can:✔️ Analyze both the image and audio to assess the claim.✔️ Cross-check details using real-time Google Search grounding.✔️ Generate a claim recommendation in seconds, reducing wait times. 🔹 AI-Driven Contact CentersSupport agents struggle to gauge frustration over the phone. With Google Cloud AI in Service Cloud, businesses can:✔️ Analyze tone and sentiment in real time.✔️ Escalate calls automatically when frustration is detected.✔️ Provide AI coaching to help agents respond effectively. 2️⃣ Proactive Business Insights: AI That Thinks Ahead AI doesn’t just respond to customer needs—it anticipates them. By integrating Salesforce Data Cloud with Google BigQuery and Vertex AI, businesses can predict and prevent issues before they arise. 🔹 AI-Powered Supply Chain Risk DetectionA global retailer can:✔️ Monitor real-time risks (weather, port congestion, geopolitical issues).✔️ Predict delays before they happen.✔️ Automatically adjust supply routes to minimize disruptions. 🔹 AI-Driven Sales Forecasting & Lead ScoringWith Gemini AI inside Agentforce, sales teams can:✔️ Predict lead conversion rates with AI-driven analytics.✔️ Analyze customer intent from emails, calls, and social interactions.✔️ Get AI-powered recommendations to optimize outreach. 3️⃣ Hyper-Personalized Customer Experiences Customers expect brands to know them. With Salesforce Data Cloud + Google AI, businesses can deliver personalized experiences at scale. 🔹 AI-Powered Shopping AssistantsA luxury e-commerce brand can:✔️ Let customers upload a photo of an item they love.✔️ Use AI to identify similar products and make recommendations.✔️ Incorporate real-time sentiment analysis to refine suggestions. 🔹 AI-Driven Dynamic Pricing & PromotionsA travel company using Salesforce Data Cloud + Vertex AI can:✔️ Analyze real-time demand, competitor pricing, and customer behavior.✔️ Dynamically adjust pricing and offer personalized promotions.✔️ Deploy A/B tests to optimize revenue strategies. 4️⃣ A Unified Data Strategy for Smarter Decisions The biggest advantage of this partnership? Seamless connectivity between Salesforce Data Cloud, Vertex AI, BigQuery, Tableau, and Looker, creating AI-powered business intelligence. 🔹 AI-Powered Business DashboardsA global enterprise with multiple CRM and ERP systems can:✔️ Consolidate real-time data without duplication.✔️ Use AI-powered insights to surface key trends.✔️ Automate predictive analytics dashboards for proactive decision-making. 🔹 AI-Driven Revenue IntelligenceA SaaS company can:✔️ Analyze churn risk and upsell opportunities.✔️ Use AI-driven insights to optimize sales and marketing.✔️ Deploy custom Vertex AI models directly in Salesforce workflows. The Takeaway The Salesforce-Google Cloud partnership brings unmatched AI and data capabilities to businesses, enabling: ✅ Seamless data unification for smarter decision-making.✅ AI-powered automation to reduce workload and drive efficiency.✅ Advanced AI models for hyper-personalized customer experiences. As AI adoption accelerates, businesses that invest in the right strategy today will lead tomorrow. With Salesforce Data Cloud and Google Vertex AI, companies can embrace AI confidently, break down data silos, and drive transformation like never before. 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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CaixaBank and Salesforce Partner to Revolutionize Banking with AI-Powered Personalization

CaixaBank and Salesforce Partner to Revolutionize Banking with AI-Powered Personalization

Barcelona – CaixaBank, Spain’s leading digital bank, has deepened its collaboration with Salesforce to redefine customer experience through AI-driven personalization and data intelligence. The partnership will integrate Salesforce’s Agentforce AI assistants and Data Cloud solutions into CaixaBank’s operations, enhancing efficiency, decision-making, and customer engagement. Transforming Banking with AI Assistants and Real-Time Data Under the agreement, CaixaBank will deploy Salesforce’s Agentforce—a suite of AI-powered virtual assistants designed to: Additionally, Salesforce Data Cloud will enable real-time data unification, ensuring secure, instant access to customer insights for hyper-personalized interactions. Use Case: AI-Powered Remote Contracting Assistant A flagship implementation is CaixaBank’s Remote Contracting Support Assistant, which leverages generative AI to: The assistant will soon evolve into an Agentforce AI agent, autonomously suggesting products, scheduling follow-ups, and promoting tailored offers. Why This Matters CaixaBank’s AI Leadership With 100+ dedicated AI specialists, CaixaBank is a pioneer in generative AI for finance, already deploying cognitive assistants and now scaling transformative use cases. Looking Ahead: The partnership will expand Salesforce’s role as CaixaBank’s centralized platform for sales and service, with further AI integrations underway. Key Takeaways:🔹 Agentforce AI automates service and empowers advisors.🔹 Data Cloud unlocks real-time, secure customer insights.🔹 Remote Contracting Assistant cuts wait times to <2 minutes.🔹 CaixaBank cements its status as Spain’s top digital bank. 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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Rise of Agentforce

AI Revolution in Field Service

AI Revolution in Field Service: How Agentforce is Freeing Technicians from Admin Overload New research reveals a staggering productivity drain: Tradespeople and technicians waste nearly a full workday each week on manual data entry, paperwork, and scheduling—costing businesses thousands in lost productivity. Key Findings from Salesforce’s Survey 🔹 30% of a technician’s time is spent on admin tasks (vs. 28% on actual service work).🔹 37% of workers say paperwork keeps them from their core jobs.🔹 2 in 3 technicians experience monthly burnout—rising to 71% in manufacturing and 72% in the public sector.🔹 For a 1,000-person team, this inefficiency costs over $260,000 weekly (based on avg. US wages). “AI isn’t just helpful—it’s essential. Agentforce takes the busywork off technicians’ plates so they can focus on keeping our world running.”—Taksina Eammano, EVP & GM of Field Service, Salesforce Agentforce for Field Service: AI That Works Alongside Technicians Salesforce’s new AI-powered field agent tackles the biggest pain points: ✅ Smart Scheduling – Reduces 47% of appointment conflicts (available May 2025)✅ Automated Work Summaries – Instantly documents job details✅ Real-Time Troubleshooting – On-site AI assistance (launching June 2025)✅ Permit & Compliance Automation – Cuts paperwork delays Powered by Salesforce Data Cloud, Agentforce executes tasks like: Why This Matters Now With rising labor shortages and sky-high service demands, businesses can’t afford inefficiency. Agentforce: 🔹 Saves thousands in lost productivity🔹 Reduces technician burnout🔹 Speeds up service delivery Available now, with expanded features rolling out through mid-2025. #FieldService #AI #Productivity #Salesforce #Agentforce #FutureOfWork 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 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. 🚀 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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Data Cloud and Agentforce

Data Cloud and Agentforce

Data Cloud connects and unifies all business data to unlock trapped value. By activating data with insights and automation across customer touchpoints, Data Cloud builds a 360-degree view of the customer that every team can act on.In addition to powering data-driven automation, Data Cloud is also designed to fuel safer, smarter AI responses.With Agentforce, you can build agents that respond and act autonomously based on secure, real-time data. The next wave of AI is here and it’s called agentic AI.Combining humans, AI, data and CRM, Agentforce lets you build and customize autonomous AI agents that work 24/7 to support employees and customers.And your Agentforce journey begins with Data Cloud. Why? Because AI is only as effective as the data it’s fed.Data Cloud acts as your private source of truth, providing trusted, secure, and unified data for your AI agents to act on. With this, agents can:● Analyze information in real time● Make smart, data-driven decisions● Automate complex tasks to enhance customer and employee experiences Interested to learn more? Learn more about Agentforce here. 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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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. 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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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. 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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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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