In tandem with Microsoft introducing its Copilot solution and fueled by generative AI. Salesforce is leveraging the capabilities of Large Language Models (LLMs) to empower professionals in sales, marketing, and customer service. Use Salesforce Einstein Copilot. As an extension of Salesforce’s existing suite of Einstein AI features, the company unveiled “Einstein 1” this year—an advanced
When Salesforce Ben, one of our favorite resources for Salesforce information, originally published this list of Salesforce roles and responsibilities in 2021, the number of roles for Salesforce professionals had already grown significantly. Arguably at Salesforce’s current rate of growth and the evolution of new technologies like AI, the list will only get longer. By
Discover the Spring ’24 Enhancements to Analytics Data Cloud Einstein and Net Zero Cloud Enhancements to Salesforce Analytics, Data Cloud, Einstein, and Net Zero Cloud in Spring’24. Reports and Dashboards for Data Cloud Enhancements Analytics Create custom report types, more core semantics, calculated insights, and date and time formulas. Analytics Collection Components Analytics Curate related
Enhancements for Salesforce Mulesoft, Slack, and Salesforce Customer Success Spring ’24. Anypoint Code Builder for Desktop MuleSoft Design, develop, and deploy APIs and integrations from a single environment. RPA—Unified Flow MuleSoft The Spring ’24 release brings together features and enhancements that streamline business-IT collaboration, reduce time-to-value, and maximize efficiency. These include new I/O variables based
Enhancements for Public Sector Education and Nonprofit Spring ’24. Change of Circumstance Guided Flow Public Sector Ensure that benefit eligibility remains accurate even when circumstances change. Use guided flows to simplify the process for constituents to report a “change in circumstance” and for caseworkers to re-check eligibility and adjust disbursement amounts. Caseworker Productivity Dashboard Public
by Shannan Hearne, Tectonic Marketing Consultant You have the flexibility to establish multiple sites within your organization, each serving distinct purposes, and seamlessly transition between them. Salesforce Experience Cloud is a set of functionality on the CRM platform enabling you to build branded digital experiences that are fully connected to your CRM. This online social
Introducing Google Analytics with Heeet: A Solution for Holistic Insights Heeet serves as a connector between Salesforce and various channels, including Google Analytics and Google Ads. It goes beyond the limitations of existing connectors, providing detailed first and last touch data into Salesforce and recording essential conversion points in Google Analytics as “goals.” Heeet’s philosophy
How does a Chief Information Security Officer (CISO) safeguard their organization against malware using Salesforce as an entry point into the corporate network? WithSecure™’s CISO faced this exact challenge in 2017 when transitioning from an alternate CRM application to Salesforce. How to secure data with Salesforce and WithSecure? During a security audit, our team discovered
Ecommerce Implementation Tasks and Roles By Tectonic Salesforce Marketing Consultant, Shannan Hearne To effectively establish, improve, or expand your ecommerce presence, it is crucial to conduct a thorough assessment of the tasks and teams involved in achieving your business objectives. Whether you are embarking on a direct-to-consumer journey or managing an established organization with plans
Data Management in Salesforce Marketing Cloud Account Engagement by Tectonic Salesforce Marketing Consultant, Shannan Hearne One of the most critical aspects to begin on the right foot within Salesforce Marketing Cloud Account Engagement (Pardot) is the organization of your data—comprising lists, prospects, email assets, campaigns, and forms. Properly “filing” these elements is essential for maximizing
