Our Salesforce Insights

Private Connectivity Between Salesforce and On-Premise Network

19Jul

Private Connectivity Between Salesforce and On-Premise Network

Salesforce is an AWS Partner and a trusted global leader in customer relationship management (CRM). Hyperforce is the next-generation Salesforce architecture, built on Amazon Web Services (AWS). Private Connectivity Between Salesforce and On-Premise Network explained. When business applications developed on Hyperforce are integrated with on-premises systems, traffic in both directions will flow over the internet. For customers in heavily regulated industries

July 19, 2024in Hyperforce

Lead Generation 101

19Jul

Lead Generation 101

Lead Generation 101 In today’s world, where people are bombarded with countless messages and offers daily, marketers need to find effective ways to capture attention and generate genuine interest in their products and services. According to the State of the Connected Customer report, customer preferences and expectations are the top influences on digital strategy for

July 19, 2024in Marketing Automation

Salesforce API Gen

19Jul

Salesforce API Gen

Function-calling agent models, a significant advancement within large language models (LLMs), encounter challenges in requiring high-quality, diverse, and verifiable datasets. These models interpret natural language instructions to execute API calls crucial for real-time interactions with various digital services. However, existing datasets often lack comprehensive verification and diversity, resulting in inaccuracies and inefficiencies. Overcoming these challenges

July 19, 2024in Salesforce

Verified First Expands Salesforce HR Capabilities

18Jul

Verified First Expands Salesforce HR Capabilities

Expand the abilities of Salesforce as an HR platform with integrated background screening! Easily order background checks within Salesforce. With a few simple clicks, you can access Verified First’s background screening solutions, including robust background and drug screen packages, all within Salesforce. Plus, the report results are available on the Contact/Candidate page, meaning you’ll never have to leave

July 18, 2024in Salesforce

Einstein Service Agent is Coming

17Jul

Einstein Service Agent is Coming

Salesforce is entering the AI agent arena with a new service built on its Einstein AI platform. Introducing the Einstein Service Agent, a generative AI-powered self-service tool designed for end customers. This agent provides a conversational AI interface to answer questions and resolve various issues. Similar to the employee-facing Einstein Copilot used internally within organizations,

July 17, 2024in Generative AI, Salesforce Service Cloud

Enthusiasm for AI Powered Future

17Jul

Enthusiasm for AI Powered Future

Trust in AI to handle certain tasks independently is growing, although the preference for AI-human collaboration remains strong. Enthusiasm for AI Powered Future. Workers are increasingly relying on AI, with a recent study showing that they trust AI to handle about 43 percent of their work tasks. This shift towards delegating tasks to AI is

July 17, 2024in Salesforce

Used YouTube to Train AI

16Jul

Used YouTube to Train AI

Announced by siliconANGLE’s Duncan Riley. Companies Used YouTube to Train AI. A new report released today reveals that companies such as Anthropic PBC, Nvidia Corp., Apple Inc., and Salesforce Inc. have used subtitles from YouTube videos to train their AI services without obtaining permission. This raises significant ethical questions about the use of publicly available

July 16, 2024in Salesforce

Democratizing CLM

16Jul

Democratizing CLM

IntelAgree, a leader in AI-powered contract lifecycle management (CLM) software, is excited to announce the integration of generative AI functionality into its existing Salesforce platform. The new feature, Saige Assist: Contract Advice, enhances the contracting process by providing users with immediate answers to contract-related questions directly within the familiar Salesforce environment. Available to IntelAgree users

July 16, 2024in Generative AI

Do GPT 4o lies abound?

16Jul

Do GPT 4o lies abound?

Is OpenAI (and others) misleading us about the pace of AI improvement? Do GPT 4o lies abound? Is AI excessively hyped, akin to the “NFT moment” that led to a subsequent downturn? Or even the dot com bubble that eventually had to burst? Daily updates on AI developments are a routine part of many AI

July 16, 2024in Salesforce Einstein

Einstein Service Agent

16Jul

Einstein Service Agent

Introducing Agentforce Service Agent: Salesforce’s Autonomous AI to Transform Chatbot Experiences Accelerate case resolutions with an intelligent, conversational interface that uses natural language and is grounded in trusted customer and business data. Deploy in minutes with ready-made templates, Salesforce components, and a large language model (LLM) to autonomously engage customers across any channel, 24/7. Establish

July 16, 2024in Agentforce Platform, Data, Einstein 1 Platform, Generative AI, Salesforce

AI Increases Customer Service Efficiency

15Jul

AI Increases Customer Service Efficiency

Salesforce: Enhancing Customer Service Efficiency with AI Salesforce, the global leader in AI-driven CRM solutions, has released its latest State of Service report, highlighting the benefits of artificial intelligence (AI) and data in boosting customer revenue, efficiency, and satisfaction. The comprehensive study surveyed over 5,500 service professionals across 30 countries, including Indonesia, revealing a significant

July 15, 2024in Generative AI, Salesforce

Metadata and Salesforce

14Jul

Metadata and Salesforce

How do I manage metadata in Salesforce? Search Setup for Custom Metadata Types. On the All Custom Metadata Types page, click Manage Records next to the custom metadata type for which you want to add or modify records. On the list of custom metadata records, click New, or click Edit to modify an existing custom metadata

July 14, 2024in Salesforce

Summer 24 Salesforce Maps Release

14Jul

Summer 24 Salesforce Maps Release

Announcing the Salesforce Maps Summer ’24 Release! We are thrilled to announce the availability of the Salesforce Summer ’24 Maps release, designed to significantly enhance your experience and bring valuable benefits to your business. Key Features and Enhancements Summer 24 Salesforce Maps Release: For a comprehensive overview, please refer to the Maps Summer ‘24 Release

July 14, 2024in Salesforce Service Cloud

AI Confidence Scores

13Jul

AI Confidence Scores

In this insight, the focus is on exploring the use of confidence scores available through the OpenAI API. The first section delves into these scores and explains their significance using a custom chat interface. The second section demonstrates how to apply confidence scores programmatically in code. Understanding Confidence Scores To begin, it’s important to understand

July 13, 2024in Salesforce

Salesforce Notifications

13Jul

Salesforce Notifications

Standard Email Notifications By default, email notifications for Lead, Contact, Account, Case, and Opportunity are automatically enabled for each new Assignee, with no additional setup required. If you have disabled these notifications and want to re-enable them, or if you wish to set up other types of notifications, follow the steps outlined below. Notifications Setup

July 13, 2024in Data

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