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Salesforce Underwriting Solutions

Salesforce Underwriting Solutions

Merchant Cash Advance Solutions: Enhancing Underwriting with Salesforce In today’s fast-paced financial services industry, efficient and effective underwriting is more crucial than ever. Merchant cash advances (MCAs) have emerged as a popular alternative funding option for businesses that might not qualify for traditional loans. This insight explores how integrating Salesforce with MCA software can streamline underwriting, strengthen lender-borrower relationships, and boost overall operational efficiency. Understanding Merchant Cash Advances Merchant cash advances offer businesses upfront capital in exchange for a portion of future sales. Unlike traditional loans, MCAs are often easier to secure and come with flexible repayment options tied to daily credit card receipts. However, the unique structure of MCAs brings challenges to underwriting, due to the diversity in business models and cash flow patterns. The Role of Underwriting in MCA Underwriting is a vital step in the lending process, assessing the risk associated with providing funds to a borrower. For MCAs, underwriting involves evaluating a business’s revenue streams, creditworthiness, and overall financial health. Traditional underwriting methods can be cumbersome and slow, often causing delays in funding. Challenges in Traditional Underwriting Methods The Power of Salesforce in Streamlining Underwriting Salesforce offers powerful solutions that integrate seamlessly with MCA software, effectively addressing these challenges: Benefits of Integrating MCA Software with Salesforce Key Features to Look for in MCA Software Integrated with Salesforce When choosing an MCA solution integrated with Salesforce, consider features such as: Conclusion Integrating merchant cash advance solutions with Salesforce offers a transformative approach to streamlining underwriting processes in this niche financing sector. By automating workflows, centralizing data management, enhancing communication channels, and improving overall efficiency—all while ensuring compliance—lenders can gain a competitive edge and deliver exceptional service to their clients. If you are searching for a Merchant Cash Advance, Underwriting, or financial services solution 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 Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce AI Tools for Healthcare

Salesforce AI Tools for Healthcare

Salesforce to Launch Pre-Built AI Tools for Healthcare in October Salesforce is introducing a new library of out-of-the-box AI tools specifically designed for healthcare operations, available through its Health Cloud. These generative AI features aim to streamline time-consuming tasks by integrating directly into clinician workflows, enhancing both the quality and efficiency of patient care. Key Features and Benefits Part of Salesforce’s broader initiative to address operational challenges across 15 industries, these healthcare-specific AI tools are embedded in each of its industry clouds. The Einstein Copilot, for example, will allow healthcare providers to generate patient summaries in natural language, leveraging new data management capabilities. This could enable care coordinators to view comprehensive patient summaries—such as care plans, prescriptions, and prior authorizations—before appointments. According to Salesforce, these AI-driven services, powered by Einstein prompts, are integrated within Health Cloud’s member accounts, simplifying administrative tasks like sending referrals and booking appointments. Data privacy and security remain a priority, with Einstein’s data masking and zero data retention layer ensuring patient information is protected. Beyond patient care, the new AI features will support business operations, including verifying insurance coverage, determining out-of-pocket costs, and ensuring eligibility—all designed to reduce administrative burdens and improve operational efficiency. Why It Matters Healthcare organizations often lack the resources to build and train their own AI models, a process that can cost upwards of 0 million. Salesforce’s pre-built AI capabilities provide an accessible solution, allowing organizations of all sizes to adopt AI tools tailored to their specific needs. By automating administrative processes, healthcare providers can focus more on patient care, with faster approvals and fewer manual tasks. Salesforce is positioning these tools to help organizations streamline workflows, reduce inefficiencies, and ultimately improve the patient experience. The features will be generally available in October, with pricing based on specific implementations. Industry Impact and Larger Trend The release of these healthcare-specific AI tools is part of Salesforce’s broader push into industry-specific AI. In March, Salesforce launched the Einstein AI Copilot within its Einstein 1 Platform, designed to leverage healthcare organizations’ unique data within its Health Data Cloud. New capabilities, such as patient services and benefits verification, aim to reduce platform switching, enabling faster approvals and supporting clinicians in real-time patient record updates. Salesforce’s investment in industry-specific AI comes at a time when many healthcare organizations are grappling with the rising costs of technology and labor. At the HIMSS AI in Healthcare Forum in Boston, leaders echoed the challenges of managing expansive technology footprints while balancing the need for AI-driven transformation. Operational workflows, particularly back-office processes, offer a low-risk area for AI deployment, as noted by Lee Schwamm, chief digital health officer at Yale New Haven Health System. On the Record “Organizations of every size and budget can now easily get started with practical AI tools that were purposefully designed to solve their unique challenges,” said Jeff Amann, executive vice president and general manager of Salesforce Industries. Salesforce’s new AI use case library, featuring more than 100 AI capabilities embedded across 15 industry clouds, underscores the company’s commitment to developing industry-specific solutions. For healthcare, these tools include automated patient matching for clinical trials, AI-generated prescriptions, and pre-visit summaries—helping organizations accelerate time to care and improve clinical outcomes. In addition, a new auto-matching tool for life sciences will assist in identifying eligible clinical trial participants, using both structured and unstructured data to reduce assessment time. These features allow healthcare CIOs to easily deploy AI capabilities designed to address their organization’s unique needs. Looking Ahead Salesforce’s latest AI tools for healthcare represent a significant step in the company’s strategy to bring industry-specific AI to market, with healthcare, life sciences, financial services, and retail among its top priorities. By offering pre-built, customizable solutions, Salesforce is making AI accessible to a broader range of organizations, enabling them to deliver value quickly while navigating the complexities of modern healthcare operations. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Transformative Potential of AI in Healthcare

Transformative Potential of AI in Healthcare

Healthcare leaders are increasingly optimistic about the transformative potential of AI and data analytics in the industry, according to a new market research report by Arcadia and The Harris Poll. The report, titled “The Healthcare CIO’s Role in the Age of AI,” reveals that 96% of healthcare executives believe AI adoption can provide a competitive edge, both now and in the future. While one-third of respondents see AI as essential today, 73% believe it will become critical within the next five years. How AI is Being Used in Healthcare The survey found that 63% of healthcare organizations are using AI to analyze large patient data sets, identifying trends and informing population health management. Additionally, 58% use AI to examine individual patient data to uncover opportunities for improving health outcomes. Nearly half of the respondents also reported using AI to optimize the management of electronic health records (EHRs). These findings align with a similar survey conducted by the University of Pittsburgh Medical Center’s Center for Connected Medicine (CCM), which highlighted AI as the most promising emerging technology in healthcare. The focus on AI stems from its ability to break down data silos and make use of the vast amount of clinical data healthcare organizations collect. “Healthcare leaders are preparing to harness AI’s full potential to reform care delivery,” said Aneesh Chopra, Arcadia’s chief strategy officer. “With secure data sharing scaling across the industry, technology leaders are focusing on platforms that can organize fragmented patient records into actionable insights throughout the patient journey.” Supporting Strategic Priorities with AI AI and data analytics are also seen as critical for maintaining competitiveness and resilience, particularly as organizations face digital transformation and financial challenges. In fact, 83% of respondents indicated that data-driven tools could help them stay ahead in these areas. Technology-related priorities, such as adopting an enterprise-wide approach to data analytics (44%) and enhancing decision-making through AI (41%), were top of mind for many healthcare leaders. Improving patient experience (40%), health outcomes (35%), and patient engagement (29%) were also highlighted as key strategic goals that AI could help achieve. Challenges in AI Adoption While most healthcare leaders are confident about adopting AI (96%), they also feel pressure to do so quickly, with the push primarily coming from data and analytics teams (82%), IT teams (78%), and executives (73%). One major obstacle is the lack of talent. Approximately 40% of respondents identified the shortage of skilled professionals as a top barrier to AI adoption. To address this, organizations are seeing increased demand for skills related to data analysis, machine learning, and systems integration. Additionally, 71% of IT leaders emphasized the growing need for data-driven decision-making skills. The Evolving Role of CIOs The rise of AI is reshaping the role of CIOs in healthcare. Nearly 87% of survey respondents see themselves as strategic influencers in setting and refining AI-related strategies, rather than just implementers. However, many CIOs feel constrained by the demands of day-to-day operations, with 58% reporting that tactical execution takes precedence over long-term AI strategy development. Leaders agree that to be effective, CIOs and their teams should focus more on strategic planning, dedicating around 75% of their time to developing and implementing AI strategies. Communication and workforce readiness are also crucial, with 75% of respondents citing poor communication between IT teams and clinical staff as a barrier to AI success, and 40% noting that clinical staff need more support to utilize data analytics effectively. “CIOs and their teams are setting the stage for an AI-driven transformation in healthcare,” said Michael Meucci, president and CEO of Arcadia. “The findings show that a robust data foundation and an evolving workforce are key to realizing AI’s full potential in patient care and healthcare operations.” 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 Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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AI-Powered Field Service

AI-Powered Field Service

Salesforce has introduced new AI-powered field service capabilities designed to streamline operations for dispatchers, technicians, and field service leaders. Leveraging the Salesforce platform and Data Cloud, these innovations aim to expedite time-consuming processes and enhance customer satisfaction by making field service operations more proactive and efficient. Why it matters: Field service teams currently spend only 32% of their time interacting with customers, with the remaining 68% consumed by administrative tasks like manually entering case notes. With 78% of field service workers in AI-enabled organizations reporting that AI helps save time, Salesforce’s new tools address these inefficiencies head-on. Key AI-driven innovations for Field Service: Availability: Paul Whitelam, GM & SVP of Salesforce Field Service, notes, “The future of field service lies in the seamless integration of AI, data, and human expertise. Our new capabilities set new standards for efficiency and service delivery.” Rudi Khoury, Chief Digital Officer at Fisher & Paykel, adds, “With Salesforce Field Service, we’re not just embracing AI and data-driven insights — we’re advancing into the future of field service, achieving unprecedented efficiency and exceptional service.” Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Citizen Development

Citizen Development

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

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Pulse for Salesforce

Pulse for Salesforce

Salesforce Unveils Pulse for Salesforce: Integrating Tableau Analytics with CRM to Revolutionize Data-Driven Decision-Making In today’s data heavy business world, where data-driven decision-making is essential for success, the fusion of advanced analytics with customer relationship management (CRM) systems is more crucial than ever. Addressing this need, Salesforce has introduced Pulse for Salesforce, a groundbreaking tool that integrates Tableau’s powerful analytics directly into the Salesforce CRM environment. Meeting the Demand for Actionable Insights This launch aligns with a broader trend in the business intelligence (BI) market, where companies strive to make data analytics more accessible and actionable for non-technical users. Recent studies indicate that while 80% of business leaders view data as critical to decision-making, nearly one-third feel overwhelmed by the sheer volume of information available. Moreover, 91% of these leaders believe their organizations would significantly benefit from generative AI (Gen AI) technologies. Pulse for Salesforce marks a significant milestone in Salesforce’s ongoing strategy following its $15.7 billion acquisition of Tableau in 2019. Tableau, a leader in data visualization and BI since its founding in 2003, has been central to Salesforce’s mission of enhancing customer data management and analysis. The integration of Tableau’s capabilities within Salesforce’s CRM platform represents a major step forward in providing a comprehensive, data-driven solution. Ryan Aytay, President and CEO of Tableau, on the New Integration “Historically, sales leaders and teams have lacked personalized, accessible data insights in their daily flow of work, and analysts often spend considerable time on ad hoc requests and repetitive queries, slowing down decision-making and business growth,” says Ryan Aytay, CEO of Tableau. “By integrating Tableau Pulse’s AI-driven insights into Salesforce, we’re addressing these needs and enhancing data-driven decision-making to help businesses accelerate growth.” Boosting CRM Productivity with Salesforce’s AI Platform Pulse for Salesforce is built on Salesforce’s Einstein 1 AI Platform and leverages Gen AI to provide contextual metrics and insights directly within the Salesforce interface. This seamless integration streamlines decision-making for sales teams by reducing the need for manual data searches or reliance on analysts for ad-hoc queries. Key Features of Pulse for Salesforce Practical Applications and Data Security A practical application of Pulse for Salesforce is performance monitoring. Sales leaders can track team win rate trends directly from their homepage, quickly identifying areas or individuals needing additional support. Similarly, individual sales representatives can monitor their conversion rates and use natural language queries to analyze data by industry, potentially leading to more targeted sales efforts. The integration also addresses data security concerns, a critical issue in the age of AI-powered analytics. Pulse for Salesforce employs the Einstein Trust Layer, a secure AI architecture built into the Einstein 1 Platform, ensuring that customer data remains protected while benefiting from the advanced capabilities of generative AI. Collaboration Salesforce partnered with key industry players and partners to bring this innovative solution to market. With Pulse for Salesforce, organizations can now fully harness the power of integrated analytics and CRM to drive informed decision-making, enhance productivity, and ultimately accelerate business growth. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce and the Connected Car

Salesforce and the Connected Car

The concept of the Connected Car has been a topic of discussion for years, often accompanied by ambitious predictions from consultants about its market potential. For example, McKinsey in 2021 projected that by 2030, Connected Cars would constitute 95% of all vehicles on the road. Central to the success of these vehicles is data, with each one generating approximately 25 GB of data per hour. That’s a lot of data. Like a whole truckload of data! Salesforce and the Connected Car is uniquely a perfect fit. However, this raises two critical questions. First, do consumers actually understand what a Connected Car is? Second, if they do, are they comfortable sharing their personal data with automakers to enhance their driving experience? In January, Salesforce conducted a study of 2,188 car owners in the U.S., revealing some unsettling insights. A significant portion of drivers—over two-thirds (65%)—are unfamiliar with the concept of a Connected Car. Even more telling, over a third (37%) had never heard the term before. As of now, two-thirds of respondents either don’t have connected features in their cars or are not using them if they do. This includes features like Apple CarPlay and others. Personally, while shopping for a car I look for all those connected bells and whistles. On the flip side, this presents a considerable opportunity for automakers. According to Salesforce’s data, drivers expressed a willingness to pay a premium for advanced features, such as driver assistance, touchscreens, and smartphone integration. When it comes to sharing personal data, however, there’s still work to be done. While over half of respondents (54%) are comfortable with cars collecting data on vehicle diagnostics or seatbelt usage (35%), fewer are okay with data collection on driving speed (34%) or route history (31%). The discomfort grows when it comes to more sensitive data like voice recordings (17%), biometrics (13%), or text messages (12%). There are incentives that could encourage data sharing. For example, over two-thirds of respondents (67%) would be willing to exchange personal data for better insurance rates. Other incentives include advanced driver personalization (43%), such as customized seat and mirror settings, and enhanced personal safety features like real-time health monitoring (36%). Introducing Salesforce Connected Vehicle Salesforce for the Automotive IndustryIn response to these trends, Salesforce has introduced Connected Vehicle, a new application within the Automotive Cloud, alongside new partnerships with Qualcomm and AWS. These innovations aim to help automakers create the cars of the future. According to Salesforce: With a single console and a ready-to-use set of industry-specific, low-code/no-code development tools, Connected Vehicle helps automakers roll out new services and features to drivers faster. It enables bidirectional, over-the-air (OTA) capabilities for data sharing and software updates between the cloud and the vehicle via wireless or cellular networks. Key features for automakers include: Connected Vehicle is available today, with additional features like Connected Vehicle Summary, Interaction Summary, Warranty Summary, and Sales Agreement expected to be generally available in the fall. Why Now? The Connected Car has been around in some form since 2005, but according to Achyut Jajoo, SVP & GM of Automotive at Salesforce, connectivity is just the beginning. He explains: “One big challenge for automakers was that once a car left the factory, it was difficult to update its software or add new capabilities. The car was limited to the features it shipped with, unless you took it back to the dealership. But today, the fundamental architecture of these vehicles is changing. I often describe it as a phone on wheels. With standardized chips and modules, data can now be pushed to the cloud, allowing for real-time control and updates.” This shift means that once a vehicle leaves the factory, its performance and features can evolve over time. This “software-defined vehicle” revolution allows for continuous enhancements and the deployment of new capabilities that weren’t possible before. While connectivity is an essential piece, this software-driven approach is the real game changer. As for Salesforce’s role and its partnerships with AWS and Qualcomm, Jajoo says: “We are known for taking data and creating customer experiences. When we looked at the automotive market, we saw how complicated it is. We heard horror stories and realized that by partnering with other tech powerhouses, we could provide an end-to-end solution. This approach was shaped by our discussions with customers who said they struggled with these challenges and would love for us to collaborate.” Final Thought We may not be close to McKinsey’s 95% prediction quite yet, but the trajectory is clear. With data being central to success—and consumer trust in how that data is used—Salesforce’s collaboration with AWS and Qualcomm seems like a smart move. Apparently I am the ideal customer as I want my vehicle connected! By Tectonic’s Senior Consultant, Shannan Hearne Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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AI Assisting Nursing

AI Assisting Nursing

Leveraging AI to Alleviate the Documentation Burden in Nursing As the nursing profession grapples with increasing burnout, researchers are investigating the potential of large language models to streamline clinical documentation and care planning. Nurses play an essential role in delivering high-quality care and improving patient outcomes, but the profession is under significant strain due to shortages and burnout. AI Assisting Nursing could lessoning burnout while improving communication. What role could Salesforce play? The American Nurses Association (ANA) emphasizes that to maximize nurses’ potential, healthcare organizations must prioritize maintaining an adequate workforce, fostering healthy work environments, and supporting policies that back nurses. The COVID-19 pandemic has exacerbated existing challenges, including increased healthcare demand, insufficient workforce support, and a wave of retirements outpacing the influx of new nurses. Tectonic has nearly two decades of experience providing IT solutions for the health care industry. Salesforce, as a leader in the field of artificial intelligence, is a top tool for health care IT. AI Assisting Nursing In response to these growing demands, some experts argue that AI technologies could help alleviate some of the burden, particularly in areaTes like clinical documentation and administrative tasks. In a recent study published in the Journal of the American Medical Informatics Association, Dr. Fabiana Dos Santos, a post-doctoral research scientist at Columbia University School of Nursing, led a team to explore how a ChatGPT-based framework could assist in generating care plan suggestions for a lung cancer patient. In an interview with Healthtech Analytics, Dr. Santos discussed the potential and challenges of using AI chatbots in nursing. Challenges in Nursing Care Plan Documentation Creating care plans is vital for ensuring patients receive timely, adequate care tailored to their needs. Nurses are central to this process, yet they face significant obstacles when documenting care plans. AI Assisting Nursing and Salesforce as a customer relationship solution addresses those challenges. “Nurses are on the front line of care and spend a considerable amount of time interacting closely with patients, contributing valuable clinical assessments to electronic health records (EHRs),” Dr. Santos explained. “However, many documentation systems are cumbersome, leading to a documentation burden where nurses spend much of their workday interacting with EHRs. This can result in cognitive burden, stress, frustration, and disruptions to direct patient care.” The American Association of Critical-Care Nurses (AACN) highlights that electronic documentation is a significant burden, consuming an average of 40% of a nurse’s shift. Time spent on documentation inversely correlates with time spent on patient care, leading to increased burnout, cognitive load, and decreased job satisfaction. These factors, in turn, contribute to patient-related issues such as a higher risk of medical errors and hospital-acquired infections, which lower patient satisfaction. When combined with the heavy workloads nurses already manage, inefficient documentation tools can make care planning even more challenging. AI Assisting Nursing and Care Plans “The demands of direct patient care and managing multiple administrative tasks simultaneously limit nurses’ time to develop individualized care plans,” Dr. Santos continued. “The non-user-friendly interfaces of many EHR systems exacerbate this challenge, making it difficult to capture all aspects of a patient’s condition, including physical, psychological, social, cultural, and spiritual dimensions.” To address these challenges, Dr. Santos and her team explored the potential of ChatGPT to improve clinical documentation. “These negative impacts on a nurse’s workday underscore the urgency of improving EHR documentation systems to reduce these issues,” she noted. “AI tools, if well designed, can improve the process of developing individualized care plans and reduce the burden of EHR-related documentation.” The Promises and Pitfalls of AI Developing care plans requires nurses to draw from their expertise to address issues like symptom management and comfort care, especially for patients with complex needs. Dr. Santos emphasized that advanced technologies, such as generative AI (GenAI), could streamline this process by enhancing documentation workflows and assisting with administrative tasks. AI tools can rapidly process large amounts of data and generate care plans more quickly than traditional methods, potentially allowing nurses to spend more time on direct and holistic patient care. However, Dr. Santos stressed the importance of carefully validating AI models, ensuring that nurses’ clinical judgment and expertise play a central role in evaluating AI-generated care plans. “New technologies can help nurses improve documentation, leading to better descriptions of patient conditions, more accurate capture of care processes, and ultimately, improved patient outcomes,” she said. “This presents an important opportunity to use novel generative AI solutions to reduce nurses’ workload and act as a supportive documentation tool.” Despite the promise of AI as a support tool, Dr. Santos cautioned that chatbots require further development to be effectively implemented in nursing care plans. AI-generated outputs can contain inaccuracies or irrelevant information, necessitating careful review and validation by nurses. Additionally, AI tools may lack the nuanced understanding of a patient’s unique needs, which only a nurse can provide through personal, empathetic interactions, such as interpreting specific cultural or spiritual needs. Despite these challenges, large language models (LLMs) and other GenAI tools are generating significant interest in the healthcare industry. They are expected to be deployed in various applications, including EHR workflows and nursing efficiency. Dr. Santos’ research contributes to this growing field. To conduct the study, the researchers developed and validated a method for structuring ChatGPT prompts—guidelines that the LLM uses to generate responses—that could produce high-quality nursing care plans. The approach involved providing detailed patient information and specific questions to consider when creating an appropriate care plan. The research team refined the Patient’s Needs Framework over ten rounds using 22 diverse hypothetical patient cases, ensuring that the ChatGPT-generated plans were consistent and aligned with typical nursing care plans. “Our findings revealed that ChatGPT could prioritize critical aspects of care, such as oxygenation, infection prevention, fall risk, and emotional support, while also providing thorough explanations for each suggested intervention, making it a valuable tool for nurses,” Dr. Santos indicated. The Future of AI in Nursing While the study focused on care plans for lung cancer, Dr. Santos emphasized that this research is just the beginning of

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Recurring Donations in NPSP

Recurring Donations in NPSP

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

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Salesforce Solutions for Defense

Salesforce Solutions for Defense

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

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Salesforce Summer 24 Sales Release Notes

Salesforce Summer 24 Sales Release Notes

Changes are afoot for Salesforce Sales Cloud. Salesforce Summer 24 Sales Release Notes. Salesforce Summer 24 Sales Release Notes Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Summer 24 Salesforce Development Release Notes

Summer 24 Salesforce Development Release Notes

Whether you’re using Lightning components, Visualforce, Apex, or Salesforce APIs with your favorite programming language, these enhancements help you develop amazing applications, integrations, and packages for resale to other organizations. Summer 24 Salesforce Development Release Notes. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce CMS Summer 24 Release Notes

Salesforce CMS Summer 24 Release Notes

Clone any content type and its variants, add an API name when you create an enhanced CMS workspace and content, and work with CMS content previews. Salesforce CMS Summer 24 Release Notes. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Approvers and Approver Groups in Salesforce

Approvers and Approver Groups in Salesforce

Approvers and Approver Groups in Salesforce. An approver in Salesforce CPQ Advanced Approvals is a user who receives approval request emails and can either approve or reject the request. An approver record can represent an individual user or a group of users. Utilizing approver groups (like Salesforce queues) is beneficial when you need to route approvals to all members of a specific team. REQUIRED Salesforce CPQ EDITIONSAvailable in: Salesforce CPQ Summer ‘16 and later with Advanced Approvals 3.1 and later For instance, you can create an approver group that includes all managers in the accounting department. This group can then be associated with an approval rule triggered by a quote with a net total of $750,000 or more. Consequently, each accounting manager will receive an email notification regarding the request. Assign Approvers Dynamically Based on Criteria You can specify an approver dynamically based on a formula or specific criteria. For instance, you might want the approver to be the regional manager associated with a sales rep’s opportunity. If the regional manager changes, the approval will automatically reference the new manager. To set up a dynamic approver: Add a custom formula field to your quote or opportunity that references the ID of the approver’s user record.Include this formula field in your approval rule setup.Delegate Approvers Delegated approvers are designated users who receive approval requests on behalf of another user for a predefined period, typically during the original approver’s absence. To delegate approvers: Specify the user to whom you want to delegate in the “Delegated Approver” field.Set the start and end dates for the delegation period.Ensure that delegated approvers have the necessary permissions and access to the approval objects page layout, including the ability to approve or reject requests. Approver Fields Depending on page layouts and field-level security settings, not all approver fields may be visible or editable. Delegated Approver: This field designates the user receiving approval requests instead of the primary approver for a limited time. Delegation End: Specifies the date after which delegated approvers no longer receive requests.Delegation Start: Specifies the date from which delegated approvers start receiving requests.Group ID: If the approver represents a group, this field references the Group record’s ID.Unanimous: Indicates that approval from all group members is required for the request to be considered approved.User: If the approver is an individual user, this field references the User record. Approval Rules Approval rules dictate which users or groups receive approval requests and the email templates used for notifications upon approval or rejection. When a sales rep submits a record for approval, Salesforce CPQ evaluates all active approval rules associated with that record’s object. If the approval conditions are met, the corresponding rule triggers, and Salesforce CPQ sends an approval request email to the designated approver(s) as defined in the rule. Each approval rule can optionally include lookups to request templates, approval templates, and rejection templates, allowing for customized email notifications based on specific conditions. Interested in creating automated approvals or approver groups in your Salesforce org? Contact Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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