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Autonomous AI Sans Human

Autonomous AI Sans Human

Rise of Autonomous AI: Less Human Control and Increasing Adoption A recent Salesforce study reveals that nearly half of employees in Switzerland (46%) are either using or experimenting with AI technologies. While there is a general comfort with AI when it complements human efforts, many employees still prefer human oversight for tasks like training, data security, and onboarding. Despite this, the data indicates that increased investment in education and training could enhance trust in autonomous AI systems. Switzerland’s AI Adoption Compared to Other Countries Switzerland shows a higher openness to AI compared to other nations. In Germany, only 28% of respondents use AI confidently, compared to 46% in Switzerland. The UK (17%) and Ireland (15%) show even more skepticism. Conversely, India has the highest AI confidence, with 40% of respondents showing strong support. In Switzerland, however, 24% of employees are reluctant to use AI at work, and 25% are not keen on Generative AI. Sector-Specific AI Usage Trends The study also highlights significant sector differences. In the communications industry, 69% of employees are willing to use AI tools like ChatGPT and Gemini without hesitation. This contrasts with the life sciences and biotechnology sectors, where 72% of respondents are resistant to AI adoption. In the public sector, while there is general willingness, 56% express reservations due to a lack of expertise and guidelines. Notably, 39% of public sector respondents are completely opposed to using AI tools. Generational Insights on AI Proficiency Among different generations, Millennials and Gen X exhibit the highest proficiency and comfort with AI technology. In contrast, Gen Z appears more critical of AI, with 82% of this group avoiding AI assistants like IBM Watson or Microsoft Copilot. Millennials are more engaged, with 39% actively experimenting with or fully integrating AI assistants into their work routines. Gregory Leproux, Senior Director of Solution Engineering at Salesforce Switzerland, notes, “Our study reflects our customer experience: AI is widely used in Swiss companies, but human intervention remains prevalent. To fully leverage the benefits of AI, there is a need for robust control mechanisms and policies for responsible AI use, allowing for systematic review rather than piecemeal assessment. Thoughtfully designed AI systems can merge human and machine intelligence, marking the beginning of an exciting new era.” The survey, conducted by Salesforce in partnership with YouGov, took place from March 20 to April 3, 2024, with nearly 6,000 full-time employees from various industries and countries, including Switzerland (265 participants). The online survey covered nine countries: the US, UK, Ireland, Australia, France, Germany, India, Singapore, and Switzerland. Source: www.salesforce.com Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Linus Torvalds Insights

Linus Torvalds Shares Insights on the Future of Programming with AI Linus Torvalds, the mastermind behind Linux and Git—two cornerstones of modern software development—recently shared his perspective on how artificial intelligence (AI) is reshaping the world of programming. His candid insights offer a balanced view of AI’s capabilities and limitations, coming from one of the industry’s most influential voices. If you prefer a quick breakdown over watching a full interview, here are the key takeaways from Torvalds’ conversation. AI in Programming: Evolution, Not Revolution Torvalds describes AI, particularly large language models (LLMs), as “autocorrect on steroids.” These tools excel at predicting the next word or line of code based on established patterns but aren’t “intelligent” in the human sense. Rather than a seismic shift, AI represents the next step in a long history of automation in coding. From the days of machine language to today’s high-level languages like Python and Rust, tools have continuously evolved to make developers’ lives easier. AI is just another link in this chain—helping write, refine, and debug code while boosting productivity. AI as a Developer’s Supercharged Assistant Far from being a replacement for human programmers, Torvalds sees AI as a powerful assistant. Tools like GitHub Copilot are already enhancing the coding process by suggesting fixes, spotting bugs, and speeding up routine tasks. The vision? A future where programmers can abstract tasks even further, possibly instructing AI in plain English. Imagine simply saying, “Build me a tool to manage my expenses,” and watching it happen. However, for now, AI is an incremental improvement, not a groundbreaking leap. The Shift Toward AI-Generated Code One of Torvalds’ more intriguing predictions is that AI may eventually write code in ways incomprehensible to human programmers. Since AI doesn’t require human-readable syntax, it could optimize code in ways that only it understands. In this scenario, developers might transition from writing code to managing AI systems that generate and refine it—shifting from hands-on creators to overseers of automated processes. AI in Code Review: Smarter Intern or Future Partner? When it comes to code review, AI’s potential is clear. Torvalds notes that AI could efficiently catch simple errors—like typos or syntax mistakes—freeing up human reviewers to focus on more complex logic and functionality. While AI might streamline tedious tasks, it’s far from perfect. Issues like “hallucinations,” where AI confidently produces incorrect results, highlight the need for human oversight. AI can assist, but it still requires developers to verify its output. A Balanced Take on AI and Jobs Torvalds dismisses fears of AI taking over programming jobs, pointing out that technological advancements historically create new opportunities rather than eliminate roles. AI, in his view, is less about replacing humans and more about augmenting their abilities. It’s a tool to make developers more efficient—not a harbinger of obsolescence. Final Thoughts: Embrace AI, But Stay Grounded Linus Torvalds envisions AI as a valuable, evolving tool for programmers, not a threat to their livelihood. While it’s set to change how we code, the shift will be gradual rather than revolutionary. Whether you’re a seasoned developer or a newcomer, now is the time to explore AI-powered tools, embrace their potential, and adapt to this new era of programming. Instead of fearing change, we can use AI to push the boundaries of what’s possible. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Five9 Cautious Forward Looking

Five9 Cautious Forward Looking

Recently, Five9 reported its second-quarter FY24 results, revealing a strong performance for the period. However, the company’s cautious forward-looking guidance led to a significant drop in its stock price, which fell by over 25%. In response to queries about the conservative outlook, a Five9 spokesperson attributed the reduced 2024 revenue guidance—a 3.8% decrease—to macroeconomic headwinds. This cautious forecast stands in contrast to the more optimistic outlooks of Five9’s publicly traded peers. Economic factors such as global issues, talent shortages, AI uncertainty, and the upcoming election are influencing customers’ decisions on IT investments, which likely contributed to the reduced guidance. Additionally, sales execution challenges have prompted the company to take corrective measures. While Five9 might face unique challenges that other CCaaS providers do not, the full impact will become clearer in the next quarter. In response to these challenges, Five9 has taken steps to stabilize its operations, including promoting Matt Tuckness from VP of Global Customer Success to EVP of Sales and Customer Success. This move, described by leadership as promoting a “dedicated sales leader” with a decade of experience at Five9, aims to enhance sales execution. Scott Berg from Needham questioned the timing of the promotion, suggesting it might be a reaction to a single quarter’s results. Dan Burkland, Five9’s President, defended the decision, emphasizing that having a dedicated EVP of Sales is crucial for focusing on enterprise deals, especially given Five9’s efforts to grow its enterprise base. Five9 has also announced a 7% workforce reduction, affecting approximately 185 employees. This marks the company’s first layoff in its history, which is notable given its history of growth through acquisitions, such as the recent planned acquisition of Acqueon, a real-time revenue execution platform. Typically, acquisitions lead to headcount adjustments, but Five9 had managed to avoid such cuts until now. The company stated that the reduction was necessary to focus on profitable growth and long-term business resilience while continuing to serve global customers and innovate. Although layoffs are challenging, they are sometimes necessary for business adaptation. Many UCaaS and CCaaS providers expanded their workforces during the pandemic and later faced the need to trim excess staff as the market softened. Five9’s adjustment in headcount reflects changing market conditions. The acquisition of Acqueon is expected to accelerate Five9’s vision by integrating expertise in inbound and outbound communications to enhance personalized customer experiences across marketing, sales, and service. Acqueon will operate as a separate business unit within Five9, with plans to eventually integrate its brand into the larger Five9 brand. Overall, despite the quarter’s challenges, Five9 had a strong performance. It achieved a record-breaking billion ARR run rate for the first time, with total subscription revenue growing by 17%. The company maintains a robust balance sheet with over $1 billion in cash. The recent organizational changes, including new leadership and headcount adjustments, are indicative of Five9’s maturation and aim to return the company to its pattern of strong performance and 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Data Migration

Salesforce Data Migration

In today’s era of rapid digital transformation, efficient data migration has become increasingly important as cloud adoption gains momentum. Foundry’s research indicates that 63% of IT leaders have accelerated their cloud migrations, but 90% encounter challenges, often related to budget constraints. This emphasizes the need for meticulous planning and strategic execution. This insight focuses on Salesforce data migration, outlining why it’s essential and providing a nine-step plan for a successful migration. Additionally, we look into data preparation solutions and highlight Salesforce data migration tools, turning potential challenges into growth opportunities. Salesforce Data Migration Checklist Why is Data Migration Important? In 2011, we faced the challenge of transferring data from an old phone to a first smartphone. The contacts were especially important, but the outdated phone lacked any data transfer capabilities. Unwilling to manually re-enter everything, we researched extensively and discovered a method to extract the data into a CSV file. Converting it into vCard format, we successfully migrated all contacts. This personal experience illustrates the significance of data migration, not just for businesses but for everyday scenarios as well. For organizations, having a structured data migration plan is critical when transitioning from legacy systems to modern platforms like Salesforce. It enhances efficiency, scalability, and accessibility, supporting business growth through better data management, cost savings, and improved decision-making. Data migration also ensures integrity and security, aligning IT capabilities with evolving business needs and driving innovation in a fast-changing technological landscape. Learn how we helped Cresa migrate over 8,000 records to Salesforce with 100% accuracy. What is Salesforce Data Migration? Salesforce data migration refers to the process of transferring information from external systems—such as legacy CRM platforms or local databases—into Salesforce. This process not only preserves data integrity but also supports better decision-making, enhances customer service, and enables business growth. A well-planned Salesforce data migration strategy is critical for unlocking the full benefits of the platform and ensuring a seamless transition. Salesforce Data Migration Plan: 9 Key Steps Need Help with Data Migration to Salesforce?We offer consulting services to help you navigate your data migration challenges, from auditing to strategy execution. Contact Tectonic today. Practical Salesforce Data Migration ExampleUsing Data Loader, here’s a step-by-step guide to migrating a list of companies. After logging into Salesforce and selecting the Accounts object, you map fields from your CSV file, execute the migration, and review the logs to ensure accuracy. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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License and Permitting Management for Businesses

License and Permitting Management for Businesses

Citizens and residents today are more connected than ever and expect to interact with government just as they do with other industries—through a variety of modern channels with swift response times. License and Permitting Management for Businesses is an innovative solution. Public Sector Solutions for License and Permit Management for businesses empowers government entities to engage more effectively with residents, fostering economic growth and thriving communities. Digital Experiences: From a resident building a new home to an entrepreneur opening a new business, every constituent can easily identify the necessary licenses and permits for their project through a single online platform. Applications: Applicants can swiftly complete all necessary forms, which dynamically update based on user input, making the entire process straightforward and efficient. Automation Tools: Salesforce automation tools ensure that once an application is submitted, the constituent receives an automated email confirmation, and the reviewer is notified of the new application, streamlining communication. Kanban Employee View: Seamless handoffs for application review and approvals are facilitated by a Kanban-style dashboard where government reviewers can view all applications ready for review in one centralized location. Reviewers can also track the status of applications, ensuring the right colleague reviews and moves them forward. Service Console: When a reviewer accepts an application, they can access a comprehensive view of all essential details, such as status, guided actions, and uploaded files, all in one place. This clarity ensures that employees know the next steps in the review process, such as scheduling a required inspection before final approval. Collaboration: If additional information is needed, reviewers can easily collaborate with applicants in real-time, with all communications documented in one place. Applicants can view updates and messages when they log back into the portal, ensuring transparency and efficiency. Distributing Licenses and Permits: After final approval, the license or permit is generated and automatically emailed to the applicant. It is also made available in the constituent’s portal for easy access. This process keeps constituents informed with clear visibility into every step of the application approval process, while government employees are equipped to support community growth through enhanced collaboration with constituents and other departments. Dashboards and Analytics: Salesforce Analytics provides senior executives with a comprehensive view of agency and department-level permit statuses, including details by geography, type, status, and more, offering a holistic perspective on applications and active licenses and permits. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Enhanced AppExchange Trials

Enhanced AppExchange Trials

🚀 Exciting Update: Enhanced AppExchange App Trials! 🚀 Found an app on AppExchange that checks all the boxes—great features, flexible pricing, and stellar reviews—but still unsure if it’s the right fit? At AppExchange, we understand the importance of trying before buying! Tectonic is excited to introduce new and improved features that make testing apps faster and easier than ever. Here’s what’s new: 🔑 A Streamlined Entry Point for App Trials The Try It Free button is now prominently displayed at the top of app listings. Simply click to view all available trial options, including sandbox installations, test drives, and Trialforce trials. 🔍 Compare with Confidence With multiple trial options, choosing the right one can be challenging. Now, each option comes with a summary of key features, presented side-by-side for easy comparison. ⚡ Faster, More Responsive, and Accessible Salesforce has optimized the trial experience by minimizing clicks and reducing load times. Plus, Trialforce trials now feature autogenerated usernames for quicker setup. The entire process is now more accessible and responsive, ensuring a seamless experience on any device. Interested in checking out a new solution on the AppExchange? Now it is easier than ever. Enhanced AppExchange Trials Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce for Public Loan Management

Salesforce for Public Loan Management

Public Loan Management Solutions: Optimized with Salesforce Technology In the dynamic world of financial services, public loan management has become increasingly important as organizations aim to improve efficiency, transparency, and borrower satisfaction. Leveraging cutting-edge technology is key to achieving these goals, and Salesforce offers a powerful platform for optimizing public loan management. This article explores how Salesforce’s capabilities can streamline and enhance various aspects of public loan management. The Role of Loan Boarding in Public Loan Management Loan boarding is a critical step where approved loans are entered into the system. This process typically includes data entry, document verification, and compliance checks. Salesforce’s customizable objects and automation features simplify this process by automating workflows, ensuring all necessary documents are collected and verified before the loan is boarded. Integrating external systems allows real-time data updates, minimizing errors and reducing manual intervention. Streamlining Handoff and Approval Processes Loan applications often require multiple approvals from stakeholders, which can be time-consuming and prone to delays. Salesforce facilitates efficient communication and collaboration through tools like Chatter, which allows instant messaging and file sharing. This ensures all stakeholders stay informed about application status changes, eliminating the need to switch between different platforms and speeding up the approval process. Disbursement Efficiency Timely fund disbursement is vital for maintaining borrower trust. Salesforce can automate disbursement processes by integrating payment gateways, accelerating fund transfers while providing borrowers with real-time updates on their disbursements. This enhances transparency and improves borrower satisfaction. Effective Management of Amortization Schedules Amortization schedules detail the repayment of loans over time, including both principal and interest. Salesforce’s reporting tools, combined with custom formulas, enable organizations to generate accurate, customized amortization schedules. These schedules can be easily updated if loan terms change, ensuring borrowers and lenders have up-to-date information. Simplifying Repayment Schedules Repayment schedules are essential for managing loan payments. Salesforce’s task management features allow organizations to automate reminders for upcoming payments, while borrowers can access personalized portals to view their schedules, promoting transparency and accountability. Customizable Loan Templates In public lending, creating flexible yet standardized loan templates is essential. Salesforce allows organizations to design customizable templates that meet both organizational policies and borrower needs, reducing onboarding time and improving efficiency. Comprehensive Document Management Managing loan-related documents is often challenging due to regulatory requirements and varying documentation needs. Salesforce’s integrated document management tools, such as Files and Content Libraries, provide secure storage and easy retrieval of documents, ensuring compliance and simplifying audits. Automating Interest Accruals and Invoicing Interest accruals require accurate tracking to ensure transparency for both lenders and borrowers. Salesforce’s invoicing automation ensures that billing cycles align with interest accruals, reducing administrative overhead and improving financial accuracy. Efficient Payment Processing and Waterfall Management Payment processing is essential for collecting repayments and adhering to waterfall structures, which determine how funds are allocated (e.g., to principal vs. interest). Salesforce integrates with NACHA/ACH for seamless payment processing and offers batch import capabilities for external payment records, improving cash flow management. Portfolio Management and Risk Assessment Managing a large portfolio of loans involves monitoring performance and assessing risks. Salesforce’s real-time analytics, reports, and dashboards provide managers with insights into portfolio performance, enabling data-driven decisions regarding portfolio adjustments, repayment patterns, and borrower risk. Enhancing Borrower Communication Consistent, clear communication is vital throughout the loan lifecycle, from initial inquiry to final repayment. Salesforce automates alerts and task assignments to ensure no critical communications are missed, keeping borrowers engaged and informed at every stage. Conclusion Salesforce technology offers a transformative approach to public loan management by enhancing operational efficiency, improving borrower experiences, and streamlining processes. Whether through automating document management, optimizing approval workflows, or managing payment cycles, Salesforce provides public lending organizations with the tools they need to deliver reliable, transparent, and efficient loan services to their constituents. By adopting Salesforce for public loan management, organizations not only improve internal operations but also elevate the borrower experience, ultimately contributing to community development and financial inclusion on a national scale. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Healthcare IT and CrowdStrike

Healthcare IT and CrowdStrike

Learning from the CrowdStrike Outage: Enhancing Resilience and Incident Response Overview: In the wake of the CrowdStrike outage, businesses around the globe are focusing on restoring business continuity and bolstering their resilience for future incidents. On Friday, July 19, 2024, a faulty content update triggered crashes across approximately 8.5 million Windows devices, displaying the infamous blue screen of death. This affected a range of sectors, including hospitals and airlines. Although less than 1% of all Windows machines were impacted, the outage caused significant disruptions, particularly in healthcare. For instance, Mass General Brigham hospitals and clinics canceled all non-urgent visits on the day of the outage. Other major healthcare providers, such as Memorial Sloan Kettering Cancer Center, Cleveland Clinic, and Mount Sinai, also faced operational challenges. This incident was not a result of a cyberattack but rather a defective content configuration update to CrowdStrike’s Falcon threat detection platform. According to the company’s preliminary post-incident review, a bug in the content validator allowed the faulty update to pass through validation despite containing errors. “What we’re hearing is that the recovery is well underway. Most healthcare organizations I’ve been talking to are back up and running,” said David Finn, Executive Vice President of Governance, Risk, and Compliance at First Health Advisory, in an interview with TechTarget Editorial. “The scope was much smaller than some of the other issues we’ve seen in the recent past in healthcare, but the response was healthy. Still, I think there are a lot of lessons learned.” Health IT security experts suggest that this incident can serve as a valuable learning opportunity for improving future response and recovery strategies. Planning for the Inevitable “The bad thing is always going to happen,” Finn stated, drawing on his 40 years of experience in health IT security and privacy. “The trick is to plan for it, be prepared, and ensure your ability to recover and remain resilient.” Whether it’s a large-scale cyberattack, like the one at Change Healthcare in February 2024, or a global IT outage without malicious origins, healthcare organizations of all sizes must be ready to respond to a variety of incidents that could disrupt critical systems. Finn emphasized the importance of proactive due diligence and thorough incident response planning, particularly in identifying and addressing single points of failure. Preparing for potential operational challenges in advance can make all the difference when an incident actually occurs. “We have to change the way we think about deploying this stuff,” Finn added. “Software, fortunately or not, is written by human beings, and human beings will always make mistakes. It’s our job to protect against those kinds of mistakes.” The Importance of Resilience Cyber-resilience is essential for enabling organizations to quickly recover and restore operations. By understanding that incidents like the CrowdStrike outage are bound to occur, organizations can focus on building resilience to effectively manage such events. Finn highlighted the need for resilience and redundancy in response to incidents like the CrowdStrike outage. “I still trust CrowdStrike, but that trust doesn’t mean they’re going to be perfect every time,” Finn noted. Healthcare organizations responded quickly to the incident, despite the disruptions it caused. For instance, Mass General Brigham activated its incident command to manage its response, keeping clinics and emergency departments open for urgent cases. By Monday, July 22, they had resumed scheduled appointments and procedures. According to Erik Weinick, co-head of the privacy and cybersecurity practice at New York-based law firm Otterbourg, the CrowdStrike incident underscores the need for organizations to reassess their legal and technical risk protocols. “Although initial reports indicate that the incident was an accident, not an attack, organizations should use this incident as motivation to conduct information audits, penetration testing, update system mapping and software, including security patches, and remind users about best security practices like multifactor authentication and frequently changing difficult-to-guess passwords,” Weinick said. Essentially, organizations can leverage incidents like the CrowdStrike outage to strengthen their risk management strategies and enhance their cyber-resilience. Third-Party Risk Management Challenges Even with strict security controls in place, organizations are still vulnerable to risks from third-party vendors. As the interconnectedness of healthcare systems grows, so does the potential for third-party risks. The global IT outage highlighted the importance of third-party risk management and the associated challenges. In 2023 and 2022, some of the largest healthcare data breaches were caused by third-party vendors. “People probably did a lot of risk analysis around CrowdStrike, but I’ll bet no one ever asked what tools they use to produce their software,” Finn speculated. “Until we get standards in place for software development and certifications for software sold to critical infrastructure sectors, we’re going to have to dig a little deeper.” In response to the incident, CrowdStrike announced plans to enhance its software resilience and testing processes, including adding more validation checks to its Content Validator for Rapid Response Content to prevent the deployment of faulty content. The company also plans to conduct multiple independent third-party security code reviews to prevent similar incidents in the future. “On the legal front, organizations should review their vendor agreements to understand their obligations regarding privacy and data security, who their partners are working with, and what limitations exist on liability for incidents like the CrowdStrike outage,” Weinick advised. He also recommended checking business disruption insurance coverage and conducting tabletop exercises to rehearse business continuity and recovery procedures in the event of a systems outage. Key Takeaways The CrowdStrike outage reinforced essential IT and security considerations for organizations worldwide, particularly in the areas of resilience, third-party risk management, and incident response and recovery. By learning from this event, organizations can better prepare for future challenges and improve their overall cyber-resilience. 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

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Converting 15-Character IDs to 18-Character in Salesforce

Converting 15-Character IDs to 18-Character in Salesforce

In Salesforce, every record is assigned a unique Record ID, which is essential for managing data, writing formulas, and referencing records as an admin or developer. There are two types of Record IDs: a 15-character version and an 18-character version, each suited for different scenarios. Converting 15-character IDs to 18-character ones can be time-consuming when done manually, but several tools and methods can simplify the process, allowing for instant conversion with just a click. Understanding Salesforce Record IDs 15-Character Record ID The 15-character Record ID is case-sensitive and typically used in Salesforce’s user interface for tasks like editing records and generating reports. However, its case sensitivity can create issues with systems that do not recognize differences between uppercase and lowercase letters. 18-Character Record ID To mitigate case sensitivity issues, Salesforce offers an 18-character ID, which is used in APIs and tools such as Data Loader. This ID adds three additional characters to the 15-character version and is always returned by these tools during data exports. When to Use Each ID For consistency, the 18-character ID is preferable, especially when working with external systems. It’s best practice to use the 18-character ID in formulas, API calls, or any data comparisons to avoid errors caused by case sensitivity. Converting IDs Using a Formula Field in Salesforce Salesforce recommends creating a formula field with the CASESAFEID(Id) function to convert the 15-character ID to an 18-character ID. Here are some key points to consider: Implementation Steps: Once completed, this formula field will display the 18-character ID on relevant records. APIs and Software DevelopmentIf you need a more scalable or efficient solution, consider using Salesforce APIs or third-party tools for ID conversion. While online tools may suffice for small tasks, they can become unwieldy when handling hundreds or thousands of records in a CSV or Excel file. Streamlining ID Conversion with Xappex Tools Imagine the frustration of manually copying and pasting IDs! That’s where the XL-Connector and G-Connector from Xappex come into play. These tools work directly in Excel or Google Sheets, simplifying the ID conversion process. Instead of juggling multiple tools or navigating complex processes, you can seamlessly convert Salesforce IDs within your spreadsheet, saving significant time and effort. Using XL-Connector for ID Conversion in Excel Using G-Connector (Google Sheets) for ID Conversion G-Connector is Xappex’s integration tool for Google Sheets and Salesforce. If you haven’t installed it yet, do so and log in to your Salesforce org. The sheet will automatically update with the new 18-character IDs and provide links to open the records directly in Salesforce. Conclusion In summary, managing Salesforce Record IDs doesn’t have to be a hassle. While converting 15-character IDs to 18-character IDs is crucial for consistency, doing it manually can be tedious. With XL-Connector and G-Connector, you can streamline ID conversion with just a click in Excel or Google Sheets, making your workflow much more efficient. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Slack Automation with New Workflow Features

Slack Automation with New Workflow Features

Salesforce Expands Slack Automation with New Workflow Features Salesforce has introduced new capabilities in Slack, allowing customers to build workflows that automatically trigger when an event occurs in third-party apps like PagerDuty, Asana, Bitbucket, and others. This update also enhances the user experience, making it more intuitive to create workflows in Slack. Users now have access to over 50 plug-and-play templates tailored to common productivity tasks. Additionally, developers gain access to more coding languages and tools for building custom workflows, which can be easily shared with their teams. Why It Matters Key Highlights Workflow Builder, Slack’s no-code automation tool, empowers users to streamline tasks directly within Slack, reducing the burden on IT teams. Salesforce highlights the following new features: From Slack’s Perspective Slack has also made it easier to customize workflows with expanded developer tools. Developers can now build custom steps using open APIs and new developer resources, integrating these steps into Workflow Builder. These tools support additional programming languages, including JavaScript, TypeScript, Python, and Java, further enhancing the flexibility of custom workflows. According to Rob Seaman, Slack’s Chief Product Officer, “At Slack, one of our product principles is ‘don’t make me think.’ We’re applying that to automation, making it intuitive and delightful for everyone. These new features empower both developers and end users to automate any business process across their apps seamlessly in Slack.” What This Means for Businesses As companies seek ways to increase productivity without overloading IT teams, automation has become a critical solution. Tools like Slack’s no-code Workflow Builder enable users of any skill level to automate repetitive tasks, freeing up time for more strategic work. This is particularly important in an era where skilled workers, especially in data science and programming, are in short supply. The expanded capabilities in Workflow Builder make it easier to create powerful workflows that integrate with third-party systems. In addition, Salesforce has expanded Slack AI, initially launched in April as an add-on for paying customers, to support multiple languages, including Japanese and Spanish. This ongoing development strengthens Slack’s position as a central hub for workplace automation. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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2024 AI Glossary

2024 AI Glossary

Artificial intelligence (AI) has moved from an emerging technology to a mainstream business imperative, making it essential for leaders across industries to understand and communicate its concepts. To help you unlock the full potential of AI in your organization, this 2024 AI Glossary outlines key terms and phrases that are critical for discussing and implementing AI solutions. Tectonic 2024 AI Glossary Active LearningA blend of supervised and unsupervised learning, active learning allows AI models to identify patterns, determine the next step in learning, and only seek human intervention when necessary. This makes it an efficient approach to developing specialized AI models with greater speed and precision, which is ideal for businesses aiming for reliability and efficiency in AI adoption. AI AlignmentThis subfield focuses on aligning the objectives of AI systems with the goals of their designers or users. It ensures that AI achieves intended outcomes while also integrating ethical standards and values when making decisions. AI HallucinationsThese occur when an AI system generates incorrect or misleading outputs. Hallucinations often stem from biased or insufficient training data or incorrect model assumptions. AI-Powered AutomationAlso known as “intelligent automation,” this refers to the integration of AI with rules-based automation tools like robotic process automation (RPA). By incorporating AI technologies such as machine learning (ML), natural language processing (NLP), and computer vision (CV), AI-powered automation expands the scope of tasks that can be automated, enhancing productivity and customer experience. AI Usage AuditingAn AI usage audit is a comprehensive review that ensures your AI program meets its goals, complies with legal requirements, and adheres to organizational standards. This process helps confirm the ethical and accurate performance of AI systems. Artificial General Intelligence (AGI)AGI refers to a theoretical AI system that matches human cognitive abilities and adaptability. While it remains a future concept, experts predict it may take decades or even centuries to develop true AGI. Artificial Intelligence (AI)AI encompasses computer systems that can perform complex tasks traditionally requiring human intelligence, such as reasoning, decision-making, and problem-solving. BiasBias in AI refers to skewed outcomes that unfairly disadvantage certain ideas, objectives, or groups of people. This often results from insufficient or unrepresentative training data. Confidence ScoreA confidence score is a probability measure indicating how certain an AI model is that it has performed its assigned task correctly. Conversational AIA type of AI designed to simulate human conversation using techniques like NLP and generative AI. It can be further enhanced with capabilities like image recognition. Cost ControlThis is the process of monitoring project progress in real-time, tracking resource usage, analyzing performance metrics, and addressing potential budget issues before they escalate, ensuring projects stay on track. Data Annotation (Data Labeling)The process of labeling data with specific features to help AI models learn and recognize patterns during training. Deep LearningA subset of machine learning that uses multi-layered neural networks to simulate complex human decision-making processes. Enterprise AIAI technology designed specifically to meet organizational needs, including governance, compliance, and security requirements. Foundational ModelsThese models learn from large datasets and can be fine-tuned for specific tasks. Their adaptability makes them cost-effective, reducing the need for separate models for each task. Generative AIA type of AI capable of creating new content such as text, images, audio, and synthetic data. It learns from vast datasets and generates new outputs that resemble but do not replicate the original data. Generative AI Feature GovernanceA set of principles and policies ensuring the responsible use of generative AI technologies throughout an organization, aligning with company values and societal norms. Human in the Loop (HITL)A feedback process where human intervention ensures the accuracy and ethical standards of AI outputs, essential for improving AI training and decision-making. Intelligent Document Processing (IDP)IDP extracts data from a variety of document types using AI techniques like NLP and CV to automate and analyze document-based tasks. Large Language Model (LLM)An AI technology trained on massive datasets to understand and generate text. LLMs are key in language understanding and generation and utilize transformer models for processing sequential data. Machine Learning (ML)A branch of AI that allows systems to learn from data and improve accuracy over time through algorithms. Model AccuracyA measure of how often an AI model performs tasks correctly, typically evaluated using metrics such as the F1 score, which combines precision and recall. Natural Language Processing (NLP)An AI technique that enables machines to understand, interpret, and generate human language through a combination of linguistic and statistical models. Retrieval Augmented Generation (RAG)This technique enhances the reliability of generative AI by incorporating external data to improve the accuracy of generated content. Supervised LearningA machine learning approach that uses labeled datasets to train AI models to make accurate predictions. Unsupervised LearningA type of machine learning that analyzes and groups unlabeled data without human input, often used to discover hidden patterns. By understanding these terms, you can better navigate the AI implementation world and apply its transformative power to drive innovation and efficiency across your organization. Tectonic 2024 AI Glossary Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Einstein Knowledge Edits

Einstein Knowledge Edits

Get Quick Revisions on Knowledge Articles with Einstein Knowledge Edits (Beta) Enhance your Knowledge articles quickly using Einstein generative AI with predefined revision styles. These styles can help improve grammar, conciseness, and readability. You can also customize these styles using the Prompt Builder to tailor the revisions to your business needs. This allows you to specify what information Einstein includes, how the content is formatted, and adjust the voice and tone. Where: This feature is available in Unlimited and Enterprise editions with the Einstein for Service add-on in Lightning Experience. Important: Einstein Knowledge Edits is currently in beta and is subject to Salesforce’s Beta Services Terms or a written Unified Pilot Agreement if executed by the Customer. Participation in this beta service is at the Customer’s discretion. Who: To access Knowledge Edits, you must have the following enabled: Agents also need the Prompt Template User and Einstein Knowledge Creation permission sets. How: To revise a Knowledge article: Quickly and effectively refine your Knowledge articles to meet your business standards with Einstein Knowledge Edits! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Winter 25 Permission Set Groups

Winter 25 Permission Set Groups

Salesforce’s Winter ’25 release introduces a host of updates across the platform, with a particular emphasis on security and user management improvements. Among these, the enhancements to Permission Set Groups stand out, offering more efficiency in managing user access and permissions. Let’s take a closer look at these updates and how they can benefit your Salesforce environment. What Are Permission Set Groups? Before diving into the new enhancements, it’s essential to understand Permission Set Groups. Salesforce created these groups to simplify the assignment of permissions to users. Instead of assigning multiple individual permission sets, administrators can bundle them into a Permission Set Group. This approach streamlines the process, making it easier to manage permissions for users with complex roles requiring access to multiple features and objects. What’s New in Winter ’25? The Winter ’25 release brings several key updates to Permission Set Groups, making them more robust and flexible. Here’s a breakdown of the major improvements: Key Benefits of the Winter ’25 Enhancements The Winter ’25 updates to Permission Set Groups offer several advantages for Salesforce admins and organizations: Getting Started To begin utilizing these new features, head to the Permission Set Group settings in Salesforce Setup. Review your current permission sets and explore how these new features can streamline your processes. The expiration date feature, in particular, will be valuable if you manage temporary roles or frequently changing project teams. Winter 25 Permission Set Groups The Winter ’25 Salesforce release delivers significant improvements to Permission Set Groups, equipping admins with enhanced tools to manage user permissions securely and efficiently. By incorporating these features into your Salesforce environment, you can strengthen security, optimize user access management, and ensure your organization operates smoothly. For a deeper dive into these updates, check the Salesforce Winter ’25 release notes or join discussions in Salesforce communities and forums. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Revenue Cloud

Transition from Salesforce CPQ to Revenue Cloud

As organizations look to optimize their revenue processes, Salesforce has been encouraging customers to transition from Salesforce CPQ (Configure, Price, Quote) to Revenue Cloud (Rev Cloud). However, while the advantages of Revenue Cloud are often highlighted, clear, actionable steps to make the migration worthwhile are not always readily available. After consulting with Salesforce teams and partners, it’s evident that many customers remain hesitant due to concerns about cost, disruption, and customization complexities.

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