As the vacation ownership industry grows, focus on innovation, personalization, and partnerships sets Salesforce apart. By leveraging Salesforce and Tableau, the company ensures its systems, teams, and customer experiences evolve to meet the expectations of modern travelers, delivering on its promise of unforgettable vacations.
We’re expanding our commitment to the future of data and analytics with the launch of the Tableau Einstein Alliance, an initiative designed to foster an ecosystem of visionary and innovative partners. These partners will help integrate Agentforce across every facet of analytics, positioning our customers to harness the full potential of AI. The future of data-driven insights is here, and our partners play a vital role in this journey. —Ryan Aytay, CEO, Tableau Salesforce Introduces Tableau Einstein Alliance Salesforce recently unveiled the Tableau Einstein Alliance, a new partner community for its Tableau Einstein users. This initiative aims to empower partners to excel in the “agent era” by offering exclusive benefits to support their development and implementation of AI-driven solutions and analytics agents. Members of the Alliance will gain access to product roadmaps, in-house expertise, and dedicated marketing support, as well as opportunities for co-selling. Moreover, Salesforce is offering these partners the ability to leverage the Alliance for building AI agents, apps, and solutions that maximize their clients’ investments in AI and data. What is Tableau Einstein? Launched in September, Tableau Einstein is an AI-powered visual analytics platform designed to scale and enhance data-driven workflows. It seamlessly integrates with Salesforce tools like Agentforce and its privacy framework, providing data professionals with the ability to create semantic models using real-time customer data. Tableau Einstein also features a marketplace where organizations can share analytical assets, and its APIs facilitate seamless collaboration. Teams can easily work together on data models, visualizations, and dashboards in a unified, drag-and-drop interface. Why Tableau Einstein Matters In discussing the platform, Ryan Aytay highlighted its transformative capabilities: “By leveraging high-performance AI to connect data, actions, and humans, autonomous and assistive agents are redefining business efficiency. They ensure that the data foundation you’re already using will continue to support your needs into the future. You no longer need to sift through data silos or be a specialist to access critical insights—data is now accessible to everyone.” With Tableau Einstein, Salesforce is setting a new standard for how businesses can achieve success with AI-powered, data-driven insights. 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
Salesforce Unveils Tableau Einstein Alliance to Empower Partners in the AI-Driven Agent Era Salesforce today announced the launch of the Tableau Einstein Alliance, a new partner community designed to create and deliver AI-driven solutions and analytical agents for Tableau Einstein. Built on the Salesforce platform and integrated with Agentforce, this initiative aims to help partners accelerate success in the emerging AI landscape. Tableau Einstein Alliance to Help Partners Drive Success in the Agent Era The Tableau Einstein Alliance offers partners a range of exclusive benefits, including early access to Salesforce’s product roadmaps, in-house AI experts, marketing support, and co-selling opportunities. Through the Alliance, partners will be able to develop agents, apps, and AI-driven solutions, enabling customers to navigate the autonomous AI revolution and rapidly extract value from their data and AI investments. The Alliance is set to launch in February 2025 with 25 founding members, including Tectonic, Capgemini, Deloitte, IBM, and Slalom. Solutions developed within the Alliance will be available on both the Salesforce AppExchange and the forthcoming Tableau Marketplace, offering developers a platform to create, share, and monetize analytical assets. Why It Matters:Partner ecosystems have been crucial in advancing major technological innovations, from cloud computing to software-as-a-service. With the rise of Agentforce, building a dynamic partner community is more critical than ever to drive the next wave of AI and analytics adoption. Salesforce’s Perspective: “Tableau’s success is deeply rooted in our partners’ commitment to our customers. Now, we’re investing in the Tableau Einstein Alliance to cultivate an ecosystem of visionary and innovative partners who will integrate Agentforce into every facet of analytics. The future of data and analytics is here, and our partners are essential to this journey.”— Ryan Aytay, CEO, Tableau Industry Perspectives: “Atrium has championed the vision of unified analytics since Tableau joined the Salesforce ecosystem. We’ve seen the incredible potential of Data Cloud and Tableau Cloud together, and we’re thrilled to help bring Tableau Einstein to market. Its integrated features will offer customers unprecedented productivity.”— Chris Heineken, CEO, Atrium “Tectonic’s “Insight to Action” methodology (i2a) is directly improved by the launch of the Tableau Einstein Alliance. By utilizing automated AI-solutions to power data-driven insights, we are able to deliver additional value to our customers.”— Dan Grossnickle, Tectonic “Tableau Einstein represents the next step in Salesforce’s data platforms and generative AI products. The value for clients from these data-driven insights is immense. We’re excited to help lead the way through the Tableau Einstein Alliance.”— Jean-Marc Gaultier, Head of Group Strategic Initiatives and Partnerships, Capgemini “Deloitte has long benefited from Tableau’s capabilities, and we’re excited to see how this next iteration will further empower our teams with data to drive growth. Integrating key features into tools like Salesforce and Slack will unlock even greater potential for us.”— Moritz Schieder, Tableau Alliance Leader and Director, Deloitte Germany “IBM is eager to leverage Tableau Einstein to deliver more value to our customers, regardless of where they work. As a strategic Agentforce partner and Salesforce customer, we are excited to be part of the next generation of analytics alongside Salesforce.”— Mary Rowe, Global Head of IBM Consulting Salesforce Practice Tableau Einstein Alliance to Help Partners Drive Success in the Agent Era and Tectonic, an insights 2 actions company, is excited to be a part of the innovation. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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
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
Traction Complete Launches Revolutionary “RevOps Data Management Suite for Salesforce” In an era where artificial intelligence (AI) is revolutionizing business, Traction Complete is proud to announce the launch of “The RevOps Data Management Suite for Salesforce.” This groundbreaking suite is the first data management solution designed specifically for Revenue Operations professionals, empowering users to fully leverage their data by ensuring it is clean, connected, and ready for AI adoption. RevOps Sute for Salesforce Data Management. Importance of Data Integrity “The importance of clean and connected data can’t be stressed enough, especially in the age of AI. Without a solid foundation of reliable data, businesses are navigating in the dark, unable to make strategic decisions.” David Nelson, CEO of Traction Complete RevOps Suite for Salesforce Data Management Stephen Daniels, Vice President of Revenue Operations at Cresta, echoes this sentiment: “There is a cost to bad data. If we didn’t have a solution like Traction Complete in the first place to scale off, we would be building on a bad foundation that would cause hundreds of thousands of dollars of headaches in the future.” The Impact of Poor Data Poor data is more than just a nuisance; it’s a significant barrier to success. And it is expensive. It leads to distrust in CRM systems and lost productivity, ultimately impacting business revenue. Traction Complete’s mission is to tackle these challenges head-on, ensuring that data is accurate and seamlessly integrated across the Salesforce platform. This foundation enables businesses to adopt the latest technology seamlessly. Recent findings from McKinsey highlight the critical role of data quality in AI adoption: “Fifty-six percent of companies say ‘inaccuracy’ is the biggest risk posed by adopting generative AI. Yet only 32% of companies have systems in place for mitigating such inaccuracies.” Expertise and Innovation Traction Complete, born from the recently Salesforce-acquired Traction on Demand, draws on over 1.4 million hours of consulting experience to build trusted data management solutions that improve data quality. “At the pace that AI and machine learning are expanding and changing how we operate, businesses can’t afford to overlook the importance of data quality. Any businesses not setting their data foundation right now will be left behind,” adds Nelson. The Future of Data Management As organizations continue to navigate the complexities of digital transformation, the message is clear: the time to invest in data management is now. With the RevOps Data Management Suite for Salesforce, Traction Complete is leading the way, providing the tools necessary for businesses to thrive in the age of AI and beyond. 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
What to Know About Tableau Cloud Migration to Hyperforce Tableau Cloud is transitioning to Hyperforce, Salesforce’s next-generation infrastructure for the public cloud, in the second half of 2024. This shift promises enhanced security, scalability, and compliance, allowing customers to better manage data residency and adhere to local regulations. Here’s a closer look at what Hyperforce is, the benefits it brings to Tableau Cloud, and how to learn more about this significant upgrade. What is Hyperforce? Hyperforce is Salesforce’s advanced infrastructure architecture tailored for the public cloud. It marks a significant technological advancement, enabling applications to perform with greater security and efficiency. Unlike traditional hardware-dependent setups, Hyperforce is built on a foundation of code, allowing seamless deployment across global regions. This flexibility ensures effective data residency management and compliance with local laws. This might be a good time to consider moving to Tableau Cloud. Shifting workloads to software-as-a-service (SaaS) solutions has been an increasing priority for organizations for years. As we build for a world facing new economic challenges and uncertainty, executives have increasingly looked to Tableau Cloud, our SaaS offering, to help them develop their own competitive advantages, easily scale, and maximize efficiency. Flexera’s 2023 State of the Cloud reports that 51% of data is now in the public cloud, and nearly half of their survey respondents indicated their organization plans to move from on-premises software to SaaS. More and more organizations are turning to cloud solutions to reduce operational costs and drive their own digital transformation. Benefits of Tableau Cloud on Hyperforce When Tableau Cloud transitions to Hyperforce, customers will experience immediate benefits while retaining the familiar user experience and functionality. Here’s what to expect: Leveraging Salesforce Innovations Hyperforce enables Tableau Cloud to integrate more effectively with Salesforce’s existing innovations and integrations, fostering faster innovation. A notable example is Tableau Cloud Private Connect, which allows secure connections between Tableau Cloud and popular cloud data warehouses and lakes via a private connection, enhancing data transit security. Learning More About the Migration To delve deeper into Salesforce’s Hyperforce platform and the Tableau Cloud migration, refer to the Hyperforce FAQ and the Tableau Cloud Hyperforce Migration article. This migration marks an exciting phase for Tableau Cloud, promising unparalleled scalability, security, and compliance. The enhanced regional availability and compliance standards will enable more organizations worldwide to leverage Tableau Cloud, while the platform’s flexibility will spur faster AI-powered analytics innovations. For those interested in the technical details and implications of this transition, contact Tectonic today. Tableau Cloud is always on the latest version Tableau, which means you get access all of the innovations as soon as they’re available. That means all Tableau AI features that we develop are available to your data community right away. As transformational technologies like LLMs are integrated into Tableau Pulse, your teams can use them to stay up to date on all the most essential metrics immediately. 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
As technology evolves, cross-channel marketing will become even more sophisticated, leveraging artificial intelligence, machine learning, and predictive analytics to deliver hyper-personalized and proactive customer experiences. Businesses that adopt this approach will stay ahead of the curve, fostering stronger customer relationships and achieving long-term success.
Sony Honda Mobility Leverages Salesforce Technology to Enhance Customer Relationships Sony Honda Mobility, a mobility tech startup, is utilizing Salesforce solutions—including Automotive Cloud, Data Cloud, Tableau, and MuleSoft—to deepen its customer relationships through enhanced data and insights. Sony Honda Mobility Inc. is a Japanese joint venture automotive company established by Sony Group Corporation and Honda Motor Company in 2022 to produce battery electric vehicles. The company will market its vehicles under the Afeela brand. Why It Matters: A significant 81% of business leaders report challenges with data fragmentation and silos. This disconnected, disjointed information often leads to immaterial and generic customer interactions, which is problematic as 80% of customers expect superior experiences given the extensive data companies collect. Key Developments: Sony Honda Mobility plans to launch its first electric vehicle in the United States in 2025, followed by Japan in 2026. To scale globally and stand out in the market, the company is empowering its service team with real-time data and insights on customer interactions with its products and services. How Is Salesforce Driving Change Data Cloud: A unified data platform that consolidates application, workflow, and data lake records, making it easier to train AI models, gain business insights, and improve customer relationships. Sony Honda Mobility is leveraging Data Cloud to integrate disparate data seamlessly across applications. MuleSoft API Integration: This integration connects data from Sony Honda Mobility’s vehicle and customer platform to Salesforce, ensuring a cohesive data flow. Automotive Cloud: Inside Automotive Cloud, Sony Honda Mobility now maintains a comprehensive profile of each customer and their vehicle, based on data from Data Cloud. This integration allows for personalized service and experiences at every touchpoint. The platform also streamlines contact center management, query handling, internal FAQ creation, web actions, and ongoing service support for incident and customer information management. Tableau: With Tableau’s visualizations of vehicle operation conditions and service usage status, Sony Honda Mobility can make quicker, more informed decisions about each customer’s needs. Customer Perspective “We aim to elevate our customer service and experiences to new heights. We are confident we can achieve this with Salesforce’s global expertise and proven track record in CRM, trusted AI, and data analytics,” said Yasuhide Mizuno, Chairman and CEO of Sony Honda Mobility. Salesforce Perspective “We are thrilled that Sony Honda Mobility has chosen the scalability, reliability, and expertise of Salesforce technology. By integrating their customer data on a single and trusted platform, we are excited to support Sony Honda Mobility as they scale excellent service to customers worldwide,” said Shinichi Koide, Chairman, President, and Chief Executive Officer of Salesforce Japan. The Result By harnessing Salesforce’s advanced technology, Sony Honda Mobility is poised to revolutionize its customer service and experience, ensuring a more connected, efficient, and personalized interaction for its customers globally. 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
Most workers today recognize the importance of rich data analytics in their jobs. However, 33% struggle to understand and generate insights from data. To address this, Salesforce has introduced Einstein Copilot for Tableau, which allows users of all skill levels to create complex data visualizations without extensive learning or coding. Democratize Data with Einstein Copilot for Tableau. Launched in April 2024, the beta version of this AI assistant features a user-friendly interface that simplifies the process with questions or simple commands. This facilitates the quick creation of comprehensive data presentations, including reports, dashboards, and various charts. Democratize Data with Einstein Copilot for Tableau Einstein Copilot for Tableau leverages a combination of AI technologies—natural language processing (NLP), machine learning (ML), and generative AI—to provide actionable insights. NLP enables conversational and intuitive interactions, while ML models process user queries and analyze data. Generative AI drives cognitive reasoning, planning, and creates insights, recommendations, and diagrams based on user inputs. By integrating with Tableau Cloud, Einstein Copilot accesses historical proprietary data, enables advanced data analysis, and translates user intent into actionable insights. It relies on Tableau’s analytics infrastructure to execute code and displays results through user-friendly visualizations and dashboards. Additionally, the Einstein Trust Layer secures and protects private data in Einstein Copilot. It authorizes inbound requests, ensuring users have necessary permissions to access specific data and safeguards model outputs to prevent the disclosure of confidential information. How Einstein Copilot for Tableau Transforms Requests into Insights To understand how Einstein Copilot for Tableau turns requests into actionable insights, let’s walk through each step of the interaction process: Einstein Copilot for Tableau democratizes access to data analytics, enabling all users to harness the power of data without needing extensive technical knowledge. 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
An Independent Analysis of GPT-4o’s Classification Abilities Article by Lars Wilk OpenAI’s recent unveiling of GPT-4o marks a significant advancement in AI language models, transforming how we interact with them. The most impressive feature is the live interaction capability with ChatGPT, allowing for seamless conversational interruptions. GPT-4o GPT4 and Gemini 1.5 Despite a few hiccups during the live demo, the achievements of the OpenAI team are undeniably impressive. Best of all, immediately after the demo, OpenAI granted access to the GPT-4o API. In this article, I will present my independent analysis, comparing the classification abilities of GPT-4o with GPT-4, Google’s Gemini, and Unicorn models using an English dataset I created. Which of these models is the strongest in understanding English? What’s New with GPT-4o? GPT-4o introduces the concept of an Omni model, designed to seamlessly process text, audio, and video. OpenAI aims to democratize GPT-4 level intelligence, making it accessible even to free users. Enhanced quality and speed across more than 50 languages, combined with a lower price point, promise a more inclusive and globally accessible AI experience. Additionally, paid subscribers will benefit from five times the capacity compared to non-paid users. OpenAI also announced a desktop version of ChatGPT to facilitate real-time reasoning across audio, vision, and text interfaces. How to Use the GPT-4o API The new GPT-4o model follows the existing chat-completion API, ensuring backward compatibility and ease of use: pythonCopy codefrom openai import AsyncOpenAI OPENAI_API_KEY = “<your-api-key>” def openai_chat_resolve(response: dict, strip_tokens=None) -> str: if strip_tokens is None: strip_tokens = [] if response and response.choices and len(response.choices) > 0: content = response.choices[0].message.content.strip() if content: for token in strip_tokens: content = content.replace(token, ”) return content raise Exception(f’Cannot resolve response: {response}’) async def openai_chat_request(prompt: str, model_name: str, temperature=0.0): message = {‘role’: ‘user’, ‘content’: prompt} client = AsyncOpenAI(api_key=OPENAI_API_KEY) return await client.chat.completions.create( model=model_name, messages=[message], temperature=temperature, ) openai_chat_request(prompt=”Hello!”, model_name=”gpt-4o-2024-05-13″) GPT-4o is also accessible via the ChatGPT interface. Official Evaluation GPT-4o GPT4 and Gemini 1.5 OpenAI’s blog post includes evaluation scores on known datasets such as MMLU and HumanEval, showcasing GPT-4o’s state-of-the-art performance. However, many models claim superior performance on open datasets, often due to overfitting. Independent analyses using lesser-known datasets are crucial for a realistic assessment. My Evaluation Dataset I created a dataset of 200 sentences categorized under 50 topics, designed to challenge classification tasks. The dataset is manually labeled in English. For this evaluation, I used only the English version to avoid potential biases from using the same language model for dataset creation and topic prediction. You can check out the dataset here. Performance Results I evaluated the following models: The task was to match each sentence with the correct topic, calculating an accuracy score and error rate for each model. A lower error rate indicates better performance. Conclusion This analysis using a uniquely crafted English dataset reveals insights into the state-of-the-art capabilities of these advanced language models. GPT-4o stands out with the lowest error rate, affirming OpenAI’s performance claims. Independent evaluations with diverse datasets are essential for a clearer picture of a model’s practical effectiveness beyond standardized benchmarks. Note that the dataset is fairly small, and results may vary with different datasets. This evaluation was conducted using the English dataset only; a multilingual comparison will be conducted at a later time. 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
Are you prepared to utilize the capabilities of Einstein Copilot to expand your organization’s analytical advantages? This robust tool facilitates data exploration, insights generation, and visualization development at an unprecedented pace. However, before immersing yourself in its capabilities, it’s crucial to grasp how Einstein Copilot upholds Tableau and Salesforce’s core value: Trust. Let’s discover how the Einstein Trust Layer safeguards your data, ensures result accuracy, and facilitates auditing, addressing common questions and concerns raised by our customers.Trust Einstein Copilot for Tableau. What is Einstein Copilot for Tableau? Using generative AI and statistical analysis, Einstein Copilot for Tableau is able to understand the context of your data to create and suggest relevant business questions to help kickstart your analysis. A smart, conversational assistant for Tableau users, Einstein Copilot for Tableau automates data curation—the organization and integration of data collected from various sources—by generating calculations and metadata descriptions. Einstein Copilot for Tableau can fill data gaps and enhance analysis by creating synthetic datasets where real data is limited. Einstein Copilot helps you anticipate outcomes with predictive analytics that simulate diverse scenarios and uncover hidden correlations. Additionally, generative models can increase data privacy by producing non-traceable data for analysis. Fulfilling the promise of generative AI, Einstein Copilot for Tableau presents an efficient, insightful, and ethical approach to data analytics. Think of it as an intelligent assistant integrated into the Tableau suite of products to make everyone successful in their analysis workflow—whether they’re an experienced data analyst or a data explorer. As your intelligent analytics AI assistant, Einstein Copilot for Tableau guides you through the process of creating data visualizations in Tableau by assisting you with recommended questions, conversational data exploration, guided calculation creation, and more. Understanding the Einstein Trust Layer The Einstein Trust Layer constitutes a secure AI architecture embedded within the Salesforce platform. Comprising agreements, security technology, and data privacy controls, it ensures the safety of your data while exploring generative AI solutions. Built upon the Einstein Trust Layer, Einstein Copilot for Tableau and other Tableau AI features inherit its security, governance, and Trust capabilities. The Einstein Trust Layer is a secure AI architecture, built into the Salesforce platform. It is a set of agreements, security technology, and data and privacy controls used to keep your company safe while you explore generative AI solutions. Tableau has been on the journey to help people see and understand their data for over two decades. Thanks to data analysts, this mission has been a success and will continue to be a success. Data analysts are the backbone of organizations that champion data culture, capture business requirements, prep data, and create data content for end users. Data Access and Privacy Who Accesses Your Data? A primary concern among our customers revolves around data access. Rest assured, the Einstein Trust Layer enforces strict policies to safeguard your organization’s data. Third-party LLM providers, including Open AI and Azure Open AI, adhere to a zero data retention policy. This means that data sent to LLMs isn’t stored; once processed, both the prompt and response are promptly forgotten. Additionally, each Einstein Copilot for Tableau customer receives their own Data Cloud instance, securely storing prompts and responses for auditing purposes. Data Residency and Access Control Einstein Copilot for Tableau respects permissions, row-level security, and data policies within Tableau Cloud, ensuring that only authorized personnel within your organization access specific data. Whether using Einstein Copilot or not, data access is restricted based on organizational roles and permissions. Data Handling and Processing Data Sent Outside of Tableau Cloud Site Einstein Copilot for Tableau operates within the confines of your Tableau site, scanning connected data sources to create a summary context. This summarized data is sent to third-party LLM providers for vectorization, enabling accurate interpretation of user queries. Importantly, the zero data retention policy ensures that summarized data is forgotten post-vectorization. Personally Identifiable Information (PII) Data To enhance data privacy, Einstein Copilot for Tableau employs data masking for PII data. This technique replaces sensitive information with placeholder text, ensuring privacy without sacrificing context. While our detection models strive for accuracy, continuous evaluation and refinement are paramount to maintain trust. Result Trustworthiness Ensuring Safe and Accurate Results Einstein Copilot for Tableau employs Toxicity Confidence Scoring to identify harmful inputs and responses. By combining rule-based filters and AI models, potentially harmful content is filtered and flagged for review. Furthermore, accuracy benchmarks ensure that generated results align closely with human-authored ones, bolstering trust in the platform. Future Trust Enhancements Trust remains an ongoing focus for our teams. Initiatives such as a BYO LLM solution and improved disambiguation capabilities are underway to further enhance trustworthiness. Continuous feedback, testing, and iteration drive our efforts to maintain your trust in Einstein Copilot for Tableau and the Einstein Trust Layer. Data analysis and data-driven decision-making have been part of the vocabulary in organizations over the years. And, while data analysis is one of the most in-demand tech skills sought by employers today, not everyone in an organization has “analyst” in their job title—myself included. Yet, so many of us use data daily to make informed decisions. The rise of generative AI presents a significant opportunity for us to bring transformative benefits to analytics. Businesses are eager to embrace generative AI because it can help save time, provide faster insights, and empower analysts to be even more productive with an AI assistant—freeing analysts to focus on delivering high-quality, data-driven insights. Is Tableau replacing Einstein analytics? Einstein Analytics has a new name. Say hello to Tableau CRM. Everything about how it works stays the same, just with that snazzy new name. When Tableau joined the Salesforce family, we brought together analytics capabilities of incredible depth and power. What is the difference between Einstein analytics and Tableau? If you’re only planning on analyzing Salesforce data, Einstein Analytics would probably make the most sense for you. However, if you need to analyze information that is coming from all over the place, Tableau will give your users more options. Tableau GPT infuses automation in every part of analytics – from preparation to communicating
Analytics Analytics enhancements include new and updated features for Lightning reports and dashboards, Data Cloud reports and dashboards, CRM Analytics, Intelligent apps, and Tableau. Summer 24 Analytics Release. Summer 24 Analytics Release 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
The past year brought substantial changes to the Salesforce ecosystem for nonprofits,charities, and ngos. 2024 Changes in Salesforce for Nonprofits include a new cloud, new tools, and more. Whether you’re a casual observer or actively engaged in the nonprofit sector, staying current may feel challenging. As a Salesforce partner deeply involved in helping nonprofits navigate Salesforce, Tectonic provides insights into the current state of Salesforce for nonprofits across three key areas: Platform, Partners, and Community. Understanding the Platform Other Changes Understanding Your Partners Understanding the Community After a year of significant changes, navigating Salesforce for nonprofits has become a bit more complex. Despite these challenges, the ecosystem continues to offer vast possibilities for leveraging technology in service of nonprofit missions. Any content that you come across prior to March 2023 will be about the older generation of Salesforce nonprofit products. They may no longer be relevant. Tectonic is please to announce our Nonprofit Cloud Salesforce Implementation Solutions. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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
Salesforce Surveys & Feedback Management lives up to its reputation by enabling the easy creation of surveys directly within Salesforce triggered by specific events. Subsequently, the gathered data seamlessly integrates back into Salesforce for analysis using reports, dashboards, or Tableau. Gain a comprehensive understanding of evolving customer feedback by engaging them with personalized surveys tailored to their needs. Utilize survey data to enhance your feedback management process and extract actionable insights at every stage of the customer lifecycle. Gain the valuable data you need for better marketing and communications. REQUIRED SALESFORCE EDITIONS: Available in both Salesforce Classic (availability varies) and Lightning Experience. Available with the Survey Response Pack, Feedback Management – Starter, and Feedback Management – Growth licenses for Enterprise, Unlimited, and Developer Editions. Create captivating, personalized surveys effortlessly using an intuitive, flexible editor. Employ various question types to collect data that aligns with your requirements and define participant responses accordingly. Survey responses are seamlessly linked to customer records within your organization. Utilize Salesforce to export survey data, generate reports, dashboards, and share insights across your company. Getting Started with Salesforce Feedback Management: Gain insights into customer and user sentiments and refine your feedback strategy. Dive into a trial org to explore features, understand inclusions, recommended setups, and preparation for implementation. Let Tectonic assist you in exploring the survey tool. Feedback Management Licenses: Understand the capabilities of the three Feedback Management licenses to select the appropriate one for your business requirements. Feedback Management Implementation Guide: Follow step-by-step instructions to set up and utilize Feedback Management within Service Cloud. Set Up Salesforce Feedback Management: Enable and configure Feedback Management in your organization to match your requirements. Grant user permissions for survey creation, access to survey records, and response submissions. Enhance user experience with related lists and Lightning components to track surveys, invitations, and responses. Analyze survey responses efficiently using custom report types. Create and Customize Surveys: Engage participants with a variety of question types. Manage surveys across versions, personalize survey pages and questions, and customize the survey’s appearance to reflect your brand. Translate surveys for a global audience and tailor survey experiences based on previous responses. Distribute Surveys: Deploy different types of survey invitations through individual, email, or automated distribution methods to suit participant preferences. Generative AI Surveys: Leverage generative AI for quick survey creation and translation tailored to diverse needs. Specify survey parameters, review auto-generated questions, and enhance surveys with approved questions using the survey builder. Share and Relate Survey Records: Enable users to access their survey invitations and responses by sharing records and tracking user access. Relate Salesforce records to survey invitation records for seamless data management. Scheduled Reminders: Automate email reminders to keep users informed about important events or actions, ensuring timely completion. Track Satisfaction Across a Customer’s Lifecycle: Monitor participant sentiments throughout their journey with Customer Lifecycle Maps to identify key satisfaction metrics. Analyze Survey Responses: Gain insights into responses using the Analyze tab in the Survey Builder to view and export response data. Analyze Survey Responses for Sentiment Insights: Understand sentiment underlying text-based responses by integrating with AWS for sentiment analysis. Analyze Survey Responses using NLP Services: Efficiently analyze text-based responses using Natural Language Processing (NLP) Services, accessing results via the Natural Language Processing Insights card in Lightning pages. Deploy and Use Customer Lifecycle Analytics: Utilize Customer Lifecycle Analytics to surface survey response metrics anywhere in Salesforce and gain instant customer insights. Surveys FAQs and Resources: Access answers to common questions and additional resources for leveraging Salesforce Feedback Management effectively. Enhance your customer service capabilities with feedback data by unifying it with Salesforce data, resolving customer issues, and tracking CSAT or NPS scores across lifecycles. Gather deeper insights through rich analytics powered by Tableau CRM, design flexible surveys within Salesforce, and send surveys at optimal interaction points for increased response rates. Enrich the customer view with personalized survey journeys and analyze survey data in context for informed decision-making. If you are looking for a feedback and survey solution for your Salesforce org, contact Tectonic today. By Tectonic Marketing Cloud and Account Engagement Solutions Architect, Shannan Hearne Learn about Tectonic’s Feedback Management Salesforce Solutions Implementations. 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
Analytics summer 24 enhancements include new and updated features for Lightning reports and dashboards, Data Cloud reports and dashboards, CRM Analytics, Intelligent apps, and Tableau. Summer 24 Analytics 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
