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Salesforce Einstein Copilot

Embed Einstein Copilot

We’ve all been hearing about Einstein, Salesforce’s AI, for some time now. At Trailblazer DX yesterday we learned a whole lot more. Read on to know why you should embed Einstein Copilot in your Salesforce org. Salesforce has introduced Einstein 1 Studio, a suite of low-code tools that empowers Salesforce admins and developers to tailor Einstein Copilot, the CRM’s conversational AI assistant, and seamlessly integrate AI into any application for a personalized customer and employee experience. Einstein 1 Studio includes Copilot Builder for crafting custom AI actions, Prompt Builder for creating and activating custom prompts, and Model Builder for building or importing various AI models. These tools enable businesses to deliver tailored AI experiences across the Einstein 1 Platform, enhancing productivity and customer satisfaction. Embed Einstein Copilot Key Highlights: Salesforce aims to address challenges enterprises face in unlocking the power of AI across their business by providing intuitive user interfaces, adaptable AI models, and access to trusted customer data. The Einstein 1 Studio tools are designed to boost productivity, enhance customer experiences, and increase operational efficiency. Contact Tectonic today to learn more about putting Einstein to work at your company. Like2 Related Posts 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 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more

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Workflow Rules & Process Builder End of Support

Workflow Rules And Process Builder End of Support

Publish Date: Mar 5, 2024 Description Salesforce will no longer be supporting Workflow Rules and Process Builder on December 31, 2025, and we recommend that you migrate your automation to Flow Builder by that time. Workflow Rules & Process Builder End of Support You’re also probably wondering why we’re retiring Workflow Rules and Process Builder. Salesforce wants to focus development on a modern, extensible, low-code automation solution in Flow Builder, which led us to retire the previous features. What does this change mean for me? If you have active Workflow Rules or Process Builder processes running after 2025, they will no longer receive customer support or bug fixes. What action can I take? We recommend implementing a plan to migrate any active rules or processes to Flow Builder before the deadline. Depending on the complexity of your org, this migration may take a significant amount of time and testing, so we recommend starting now. To assist in the migration process, we have a Migrate to Flow tool and extensive support resources available. What happens if I don’t take action? After December 31, 2025, Workflow Rules and Process Builder may continue to function and execute existing automation, but customer support will not be available, and bugs will not be fixed. How do I identify affected users? You can identify whether you have active workflow rules by going to Setup | Process Automation | Workflow Rules and sorting the Active column for checkmarks. You can identify whether you have active Process Builder processes by going to Setup | Process Automation | Process Builder and sorting the Status column for Active. If you have more questions, open a case with support via Salesforce Help. To view all current and past retirements, see Salesforce Product & Feature Retirements. To read about the Salesforce approach to retirements, read our Product & Feature Retirement Philosophy. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Data Management and Data Maturity

Data Management and Data Maturity

Data Management and Data Maturity: Generative AI Raises Concerns About Data Ethics and Equity Harnessing the capabilities of generative AI is contingent on having comprehensive, unified, and accurate data, as indicated by more than half of IT leaders. However, several obstacles hinder progress. A recent survey unveils that a majority of IT leaders lack a unified data strategy, impeding the seamless integration of generative AI into their existing technology stack. Beyond technical challenges, generative AI also brings to the forefront serious ethical considerations. Key findings from the survey reveal: AI Illuminates Data Management While generative AI garners attention, more established AI applications, such as predictive analytics and chatbots, have long been advantageous for organizations. Technical leaders leveraging AI report significantly faster decision-making and operations. The benefits extend beyond speed, with analytics and IT leaders highlighting more time to address strategic challenges rather than being immersed in mundane tasks. Customers also reap the rewards, with technical leaders noting substantial improvements in customer satisfaction due to AI. Given the pivotal role of quality data in AI outcomes, it is unsurprising that nearly nine out of ten analytics and IT leaders consider new developments in AI to prioritize data management. Realized Benefits of AI Adoption Analytics and IT leaders cite several top benefits realized from AI adoption: Data Maturity Signals AI Preparedness Data maturity emerges as a foundational element for successful AI adoption, with high-maturity organizations boasting superior infrastructure, strategy, and alignment compared to their low-data-maturity counterparts. The disparities are particularly evident in terms of data quality, with high-maturity respondents being twice as likely as low-maturity respondents to possess the high-quality data required for effective AI utilization. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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AI and the Role of Healthcare CIOs

AI and the Role of Healthcare CIOs

Healthcare leaders see significant potential in data analytics and AI technology to transform the industry over the next five years, according to a new market research report from Arcadia and The Harris Poll. AI and the Role of Healthcare CIOs The report, titled “The Healthcare CIO’s Role in the Age of AI,” examines AI’s impact on the healthcare sector and how decision-makers are preparing to leverage the technology. Notably, 96% of healthcare leaders surveyed believe that adopting AI effectively will provide a competitive edge both now and in the future. While only a third see AI as essential today, 73% expect it to become critical within five years. How Health Systems Are Using AI Around 63% of respondents revealed that their organizations use AI to analyze large patient data sets to identify trends and guide population health management efforts. Another 58% are using AI to analyze individual patient data to identify opportunities for improving health outcomes. Close to half of the leaders indicated that AI is being used to optimize electronic health records (EHR) management and analysis. These trends align with the findings of the recent “Top of Mind for Top Health Systems” survey, conducted by the University of Pittsburgh Medical Center’s Center for Connected Medicine (CCM) in collaboration with KLAS, which identified AI as the most exciting emerging technology in healthcare with transformative potential for both administration and care delivery. The excitement surrounding healthcare AI largely stems from its ability to break down data silos and tap into the wealth of clinical data that healthcare organizations already collect. “Healthcare leaders are thoughtfully preparing to harness the full value of AI in care delivery reform,” said Aneesh Chopra, Arcadia’s chief strategy officer. “As safe, secure data sharing scales, technology leaders prioritize data platforms that organize fragmented patient records into clinically relevant insights at every stage of the patient journey.” A quest for a 360 degree patient view abounds. Using AI to Support Strategic Priorities The Arcadia survey emphasized the importance of using analytics to improve patient care, with 83% of leaders believing that harnessing data will help healthcare organizations remain competitive and resilient while overcoming digital transformation and financial challenges. Eighty-four percent of respondents cited technology as a current priority, with 44% focusing on an enterprise-wide approach to data analytics, 41% prioritizing AI-driven decision-making, and 32% working to simplify technical ecosystems. These efforts are viewed as crucial to advancing other strategic goals, with 40% of leaders prioritizing the patient experience, 35% aiming to improve outcomes, and 29% focusing on patient engagement. Although healthcare leaders view AI adoption positively for strategic advancements, hurdles remain. While 96% of respondents are confident in adopting AI, many feel pressured to move quickly. When asked about the sources of this pressure, 82% cited data and analytics teams, 78% pointed to IT and tech teams, and 73% mentioned executives. However, successfully implementing AI requires talent and resources that some organizations lack. About 40% of leaders identified a lack of talent as a significant barrier to AI adoption, signaling the need for IT and analytics teams to acquire new skill sets. Seventy-one percent of IT leaders reported a growing demand for data-driven decision-making skills, while two-thirds pointed to a rising need for expertise in data analysis, machine learning, and systems integration. Additionally, nearly 60% mentioned the need for roles that focus on training and support for healthcare staff. The Evolving Role of CIOs CIOs and other healthcare leaders are seeing their roles evolve as AI and data become more integrated into healthcare operations. Eighty-seven percent of respondents see themselves as strategy influencers, actively involved in setting and executing AI strategies, while only 13% view themselves as purely focused on implementation. Despite these evolving roles, many CIOs feel constrained by daily operations. Fifty-eight percent reported being primarily focused on tactical execution rather than developing long-term AI strategies, although they believe they should spend 75% of their time on strategic planning to be most effective. Part of these strategies will likely focus on improving communication and workforce readiness. Three out of four leaders cited a lack of effective communication between IT teams and clinical staff as a barrier to leveraging new technologies, and two out of five noted that clinical staff are not fully equipped to make the best use of data analytics. “CIOs and their teams are setting the stage for an AI-powered revolution in patient care and healthcare operations,” said Michael Meucci, Arcadia’s president and CEO. “Our findings highlight a strong consensus that a solid data foundation is necessary to realize the future of AI in healthcare. At the same time, the human workforce, with evolving talent and skills, will shape the real-world impact of AI in healthcare.“ Content updated August 2024. 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 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 Alphabet Soup of Cloud Terminology As with any technology, the cloud brings its own alphabet soup of terms. This insight will hopefully help you navigate Read more

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Einstein Trust Layer explained

Einstein Trust Layer Explained

The Einstein Trust Layer, seamlessly integrated into the Salesforce Platform, serves as a secure AI architecture designed to meet enterprise security standards. This foundational layer prioritizes stringent security measures, allowing teams to harness the power of generative AI without compromising customer data. Simultaneously, it empowers companies to make the most of their trusted data, thereby enhancing the precision of generative AI responses. Key features of the Einstein Trust Layer include: Integrated and Grounded: An inherent component of every Einstein Copilot, the Trust Layer ensures that generative prompts are firmly rooted and enriched in trusted company data. Its integration with Salesforce Data Cloud establishes a seamless connection, reinforcing the reliability and relevance of generative responses. Zero-Data Retention and PII Protection: Companies can trust that their data will never be retained by third-party Large Language Model (LLM) providers. The Trust Layer incorporates masking techniques for personally identifiable information (PII), ensuring an added layer of data privacy. Toxicity Awareness and Compliance-Ready AI Monitoring: A dedicated safety-detector LLM within the Trust Layer acts as a guard against toxicity, assessing risks to brand reputation by scoring AI generations. This scoring mechanism instills confidence in the safety of responses. Moreover, each AI interaction is meticulously recorded in a secure, monitored audit trail, providing companies with visibility and control over how their data is utilized and ensuring compliance readiness. In alignment with Microsoft’s introduction of Copilot solutions powered by generative AI, Salesforce is leveraging the capabilities of Large Language Models (LLMs) to empower professionals in sales, marketing, and customer service. Building on Salesforce’s existing suite of Einstein AI features, the company unveiled “Einstein 1” this year—a next-generation suite of tools empowering users to seamlessly integrate AI into their everyday workflows. At the core of this advancement is the Einstein Copilot solution, complemented by the new Copilot studio and the Einstein Trust Layer. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce government and public sector solutions

Dynamic Apps and Intake Forms for Public Sector

Utilize dynamic apps and intake forms using omniscript in public sector solutions with Salesforce. Develop guided application and intake forms for constituents using Public Sector Solutions with OmniScript. This technology, part of the OmniStudio suite, empowers users to create intricate web forms effortlessly, requiring minimal or no coding. Simply drag and drop interactive elements onto the OmniScript canvas, configure their properties, and arrange them according to your preferences. Elements encompass various question input types, DataRaptors drawing on Public Sector Solutions data, and other actions. OmniScripts even support embedding other OmniScripts, facilitating the creation of guided user experiences, including application and intake forms for licenses, permits, services, benefits, and grants. Dynamic Apps and Intake Forms for Public Sector Creating a Conditional Question in OmniScript: An Example Configuring Community Profiles for OmniScript Deployment To deploy an OmniScript from a Community, adjust sharing settings and profile access as follows: Applying Best Practices for OmniScript Design and Performance Design Best Practices: User Interface Best Practices: User Experience Design Principles: Performance Best Practices: Client-side: Server-side: Understanding OmniScript and Salesforce Flow Differences OmniScript, part of the OmniStudio suite, allows the creation of dynamic, code-free forms, providing a responsive single-page experience. Salesforce Screen Flow, on the other hand, is a type of Flow used to enhance user experiences. OmniScripts are UI-first designers, emphasizing visual and interactive components, while screen flows focus on process-first design. OmniScripts offer web analytics integration, low-code API consumption, and advanced data transformation capabilities, making them valuable for consumer-facing and partner-facing contexts. They utilize Integration Procedures and DataRaptors for data consumption. This insight emphasizing the importance of understanding these differences and utilizing the best practices outlined for optimal performance and design. Like1 Related Posts Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more Public Sector Salesforce Solutions Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing Read more Salesforce Accelerator Salesforce Accelerators encompass specialized tools, applications, and services crafted to expedite the adoption and effectiveness of Salesforce within organizations. Tailored Read more Acronyms for Quote-to-Cash Here is a helpful glossary of quote-to-cash acronyms you will hear in the Salesforce Ecosystem. AcronymMeaningDefintionACVAnnual Contract ValueThe annual revenue Read more

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Learn AI

Workflow Rules and Process Builder

End of Support Publish Date: Mar 5, 2024 Description Salesforce will no longer be supporting Workflow Rules and Process Builder on December 31, 2025, and we recommend that you migrate your automation to Flow Builder by that time. You’re also probably wondering why we’re retiring Workflow Rules & Process Builder. Salesforce wants to focus development on a modern, extensible, low-code automation solution in Flow Builder, which led us to retire the previous features. What does this change mean for me? If you have active Workflow Rules or Process Builder processes running after 2025, they will no longer receive customer support or bug fixes. What action can I take? We recommend implementing a plan to migrate any active rules or processes to Flow Builder before the deadline. Depending on the complexity of your org, this migration may take a significant amount of time and testing, so we recommend starting now. To assist in the migration process, we have a Migrate to Flow tool and extensive support resources available. What happens if I don’t take action? After December 31, 2025, Workflow Rules as well as Process Builder may continue to function and execute existing automation, but customer support will not be available, and bugs will not be fixed. How do I identify affected users? You can identify whether you have active workflow rules by going to Setup | Process Automation | Workflow Rules and sorting the Active column for checkmarks. You can identify whether you have active Process Builder processes by going to Setup | Process Automation | Process Builder and sorting the Status column for Active. If you have more questions, open a case with support via Salesforce Help. To view all current and past retirements, see Salesforce Product & Feature Retirements. To read about the Salesforce approach to retirements, read our Product & Feature Retirement Philosophy. Knowledge Article Number 001096524 Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Advances in Public Sector Solutions

Salesforce Announces Advances in Public Sector Solutions

Explore the diverse new ways in which advances in Public Sector Solutions revolutionize the provision of public services. Establish interactive application forms and deploy them on an Experience Cloud site accessible to constituents. Develop automated approval processes for efficient application review. Employ dynamic assessments for evaluating applications, and generate care plans and referrals to assist constituents in need. Utilize a trial Salesforce PSS org to explore the product and prepare for implementation. Discover the synergy between the Salesforce platform, a dedicated data model, and a suite of common components that facilitate the implementation of a solution tailored to your agency’s needs. Whether implementing Public Sector Solutions for a municipality, state, province, or at the federal or national level, each public agency has distinct requirements for serving constituents through digital tools and workflows. Public Sector Solutions avoids a one-size-fits-all approach, allowing you to combine various components and tools to create a customized solution for you and your constituents. Salesforce Platform: The cloud-based Salesforce platform, encompassing Sales Cloud, Service Cloud, and Experience Cloud, forms the foundation of Public Sector Solutions and is inclusive with the product. Offering relationship management, case management, collaboration, integration, and data insight capabilities, the platform provides a 360-degree view of constituents for more effective service, management, and interaction. Adhering to stringent data security regulations, the platform allows quick deployment and scalability, with flexibility for expansion. Data Model: The Public Sector Solutions data model is tailored for government agencies, encompassing objects for defining regulatory agencies, authorization types, codes, constituents as business or person accounts, visits, complaints, violations, and more. Whether managing licenses and permits, conducting inspections, or overseeing social services programs, the data model accommodates diverse governmental tasks. Industry Common Layer: A suite of no-code and low-code components and tools, including OmniStudio, Action Plans, Document Tracking and Approvals, OmniStudio Document Generation, Business Rules Engine, and more, enables automation of traditionally paper-based processes. Common layer components facilitate the creation of dynamic forms, application reviews, complex policy decisions, and more. Prebuilt Apps: These elements culminate in several prebuilt applications, each addressing specific needs: Contact Tectonic today to explore Salesforce public sector solutions. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Public Sector Solutions

Get a Public Sector Solutions Trial Salesforce Org

Explore Public Sector Solutions, purpose-built applications crafted on the world’s most reliable CRM, tailored to assist public sector organizations in fostering and sustaining vibrant communities. Public Sector Solutions Trial Salesforce offer is your chance to test drive the PSS SFDC platform. Public Sector Solutions Trial Salesforce Gain hands-on experience through a comprehensive trial of Public Sector Solutions, designed for proof of concept and guided exploration. These trial organizations have a 30-day lifespan and encompass pre-enabled features, including: Access a specialized solution empowering governments and public agencies to enhance digital service delivery. The free trial includes: Visit the Salesforce Public Sector Solutions Trailhead [link] for more details. Why Invest the Time in a Free Trial? Designed for proof of concept and guided exploration, these trial organizations have a 30-day lifespan. These solutions are particularly beneficial for state and local, federal, and tribal agencies seeking a rapid deployment of a flexible and scalable platform. This platform aims to modernize constituent services, such as licensing, permitting, and inspections, while expediting crisis response efforts to swiftly restore communities to well-being. For additional information, contact your Salesforce Account Executive or Tectonic. Like3 Related Posts Alphabet Soup of Cloud Terminology As with any technology, the cloud brings its own alphabet soup of terms. This insight will hopefully help you navigate Read more Web Pages That Helped With My Google Data Engineer Exam Google Data Engineer Exam It seems like every day more resources appear to help you study for the Google Data Read more Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more Salesforce Hashtags in Chatter In Salesforce Chatter, using hashtags serves several purposes, enhancing collaboration and content organization within the platform. Here are some reasons Read more

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2024 Education Trends With Salesforce

2024 Education Trends With Salesforce

“Anticipating the Education Future: 8 Education Trends Shaping 2024”: 2024 Education Trends With Salesforce In 2023, the education industry experienced significant shifts, influenced by economic, environmental, political, and social factors. As we navigate through 2024, the following education trends are expected to make a profound impact on the sector: 2024 Education Trends With Salesforce These trends collectively shape the future of education in 2024, emphasizing personalization, diversity, technology integration, and a holistic approach to student success. Like1 Related Posts Salesforce in Education Salesforce for Education encompasses a suite of products that seamlessly integrate insights across recruitment, admissions, and student success, providing a Read more SysCloud Backup for Salesforce Introducing SysCloud Backup for Salesforce. Protect and manage your critical SaaS applications seamlessly: Backup and Restore: Automatically back up and Read more Salesforce Education Cloud Explained It’s back to school time. And there is no better time to discuss Salesforce Education Cloud! Powering the Learner Lifecycle Read more Salesforce Industry Cloud Explained What are Salesforce industry clouds? Salesforce Industry Cloud aims to fast-track the digital transformation within different industries by providing tailored Read more

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Tectonic at a Glance

AI Product Management Tools

Embracing AI in Product Management: Your New Best Friend, Not a Replacement-Original published by https://zedaio.medium.com/ Amid the lively debates about AI taking over product management roles, let’s set the record straight: AI is here as an ally, not a replacement. It’s about leveraging AI to amplify our capabilities, streamline mundane tasks, and make room for the creative and strategic aspects of product management. AI Product Management Tools. Here are seven AI tools that will automate your daily routines, offering support that transforms the way you manage products. Ready to upgrade your product management game with AI by your side? Let’s dive in! 1. Zeda.io Zeda.io is one of the best AI tools for product managers. It offers a complete suite of features that help you in feedback management, strategic planning, and closing the loop. It is a perfect tool if you are striving to balance your customer needs and business goals. With integrations like Slack, Gong, Teams, Salesforce, and more, you can gather and manage customer feedback effortlessly. Its unique AI technology generates valuable, actionable insights by categorizing all the feedback, helping you uncover pressing customer issues and decide what to build next. Key Features: 2. ChatGPT An obvious choice, ChatGPT can automate many of your tasks. It helps make sense of vague product user feedback, create PRDs, release notes, and other documents. The key is to use the right prompts and GPT plugins tailored for product managers. Key Features: 3. Notion AI Notion is a cloud-based productivity and collaboration tool that provides various organizational tools, including task management, project tracking, to-do lists, bookmarking, and more. Notion’s AI can assist product managers in several ways. Key Features: 4. Uizard Uizard is a user interface design tool that uses AI to quickly and efficiently create wireframes, mockups, and prototypes in minutes. The tool’s advanced deep-learning algorithms analyze images provided by product teams and managers to create design themes. Key Features: 5. ClickUp ClickUp is a cloud-based tool that helps teams manage their work effectively, offering features like task management, time tracking, file sharing, and communication tools. ClickUp is highly customizable and offers multiple AI tools that integrate seamlessly into workflows. Key Features: 6. Delibr Delibr is an excellent tool for AI product teams to collaborate effectively during the feature refinement process. It helps capture, synthesize, and organize feedback from diverse sources, enabling informed decision-making and creating high-quality documentation. Key Features: 7. Fireflies.ai Fireflies.ai enhances meeting productivity by transcribing, summarizing, and analyzing voice conversations. It integrates with major video-conferencing platforms and offers various ways to capture meetings, including a Chrome extension and direct uploads. Key Features: AI Product Management Tools Embracing AI in product management doesn’t mean diminishing the value of human insight; it’s about enhancing our capabilities and efficiency. The seven AI tools outlined here offer a glimpse into a future where technology and creativity intersect, empowering product managers to achieve more in less time. By integrating suitable tools into your workflow, you can focus on innovation and strategy, ensuring your products not only meet but exceed user expectations. Let AI be your ally to achieve greater heights and product success. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Email Alerts

How to Log Email Alerts as Activities in Salesforce

How do you log emails alerts as activities when sent with the ‘send email’ action? Goal. With the latest release from Salesforce, now it is possible to automatically log emails to a record’s Activity Timeline when using the Send Email action. This enhancement offers users the flexibility to: Prior to the Spring ‘24 release, emails sent using the Send Email action couldn’t be automatically tracked in Activity Timelines. As of Spring 24 release, it is not possible to log emails sent to users; otherwise, you will get an error. Before proceeding, you should become familiar with the EmailTemplate object in Salesforce. It represents a template for an email, mass email, list email, or Sales Engagement email. Supported in first-generation managed packages only. To solve this requirement, use the After-save Record-Triggered Flow. This will log email alerts as activities in Salesforce. If you need assistance sending email alerts as activities in Salesforce. Contact Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Partner Trailblazer Score

Salesforce Partner Trailblazer Score

Salesforce Partner Trailblazer Score explained. The Consulting Trailblazer scorecard undergoes daily updates, while tier calculations occur on a quarterly basis. Following the conclusion of each quarter, the subsequent month is utilized to determine any tier adjustments. Upon completion of the quarterly assessment, any tier advancements take effect on the first day of the subsequent month. For precise timing regarding quarterly evaluations, please refer to our Partner Program Policies. Salesforce Partner Trailblazer Score. Upon accruing the requisite points for promotion to the next tier, individuals can anticipate the new tier to be reflected on their scorecard quarterly, occurring one month subsequent to the conclusion of the preceding quarter. This interval allows our internal teams adequate time for review and system updates. While accumulating sufficient points may indicate eligibility for tier advancement, it’s important to note that tiers are not automatically updated. Tier transitions occur solely following the culmination of a tier evaluation period. In instances where tier advancement does not align with expectations post-quarterly evaluation, individuals are encouraged to initiate a case via Salesforce Help for further investigation. To expedite the resolution process, Salesforce asks you to kindly provide the following details: Partners can monitor their Consulting Partner Trailblazer score via the Manage (New) tab within the Partner Community. Access to the Manage (New) tab is granted exclusively to partners who have progressed beyond the Provisional tier (Base, Ridge, Crest, Summit). Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Train Your Own SORA Model

Unveiling the Vision Transformer: A Leap in Video Generation The closest open-source model to SORA is Latte, which uses the same Vision Transformer architecture. So, what makes the Vision Transformer so outstanding, and how does it differ from previous methods? You can Train Your Own SORA Model. Latte hasn’t open-sourced its text-to-video training code. We’ve replicated this code from the paper and made it available for anyone to use in training their own SORA alternative model. Let’s discuss how effective our training was. From 3D U-Net to Vision Transformer Image generation has advanced significantly, with the U-Net model structure being the most commonly used: If you’re confused about the network structures, remember the key principle of deep learning: “Just Add More Layers!” Vision Transformer: A Game Changer In 3D U-Net, the transformer can only function within the U-Net, limiting its view. The Vision Transformer, however, enables transformers to globally manage video generation. Training Your Open-Source SORA Alternative with Latte Latte uses the video slicing sequence and Vision Transformer method discussed. While Latte hasn’t open-sourced its text-to-video model training code, we’ve replicated it here: GitHub Repo. Training involves three steps: For more details, see the GitHub repo. They’ve also made improvements to the training process: Model Performance The official Latte video shows impressive performance, especially in handling significant motion. However, our own tests indicate that while Latte performs well, it isn’t the top-performing model. Other open-source models have shown better performance. We will continue to share information on models with better performance, so stay tuned to Tectonic’s Insights. Hardware Requirements Due to its large scale, training Latte requires an A100 or H100 with 80GB of memory. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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demand generation web use cases for personalization

Demand Generation Web Use Cases for Personalization

Utilize effective personalization techniques adopted by businesses in online campaigns to stimulate demand generation. The term “demand generation” has somewhat faded from the marketing lexicon due to the emphasis on analytics, AI, and metrics for lead conversion. However, where does personalization fit into the broader scope of demand generation? Demand generation web use cases for personalization. Personalization plays a pivotal role in various aspects of demand generation: In lead nurturing, personalization is equally vital: Moreover, personalization is instrumental in lead acquisition efforts by delivering relevant experiences to all of your prospects. To effectively implement personalization, real-time insights into individual behaviors and interactions are essential. A comprehensive personalization solution should unify data from various channels and systems, enabling seamless cross-channel personalization. This includes “stitching” together anonymous and known user profiles, integrating data with complementary systems like CRMs and marketing platforms, and facilitating real-time omni-channel personalization. The key to successful personalization lies in understanding and addressing each individual’s unique needs and preferences. By adopting a customer-centric approach and setting clear objectives aligned with business goals, organizations can leverage personalization to enhance customer experiences, boost conversion rates, and drive measurable business growth. To execute a successful personalization strategy, organizations must: By following these steps and continuously optimizing personalization efforts, organizations can build stronger customer relationships, drive business growth, and maximize marketing ROI. Website personalization serves as the starting point for many companies embarking on their personalization journey. This entails ensuring that returning visitors encounter pages tailored to their previous experiences or recent purchases. It can also involve presenting new customers with product recommendations based on their current browsing session. The return on this initial investment can be substantial, with many companies witnessing a significant increase in conversion rates, sometimes by as much as 50% or more. For instance, a site converting 2% of visitors might see that figure rise to 3%, a dream scenario for digital marketers. Moreover, this boost in conversion rates can have far-reaching effects across marketing programs, leading to a reduction in overall customer acquisition costs. Tectonic now offers Personalization Implementation Solutions. The next stage in personalization maturity involves integrating a customer’s web and email experiences. This seamless connection between two major channels for customer engagement brings organizations closer to achieving an omni-channel personalization experience. Timely and relevant follow-up messages after a customer’s website visit or purchase can deepen relationships and enhance lifetime value without significant additional marketing expenditure. Finally, the ultimate goal is to extend personalization across all channels, ensuring consistent and tailored experiences wherever customers interact with your brand. However, achieving this can be challenging due to fragmented customer data across multiple channels, teams, and systems. An effective personalization solution should consolidate and synthesize this cross-channel information by maintaining unified customer profiles and enabling real-time omni-channel personalization. Testing is a crucial aspect of successful personalization efforts, allowing organizations to optimize campaigns and maximize engagement, conversions, and revenue. A robust personalization solution should facilitate A/B testing, measuring lift over control, evaluating impacts against specific goals, and filtering results by segment. Effective website personalization lays the foundation for broader personalization efforts across channels. By seamlessly integrating web and email experiences and extending personalization to all touchpoints, organizations can deliver tailored experiences that drive engagement, loyalty, and ultimately, business growth. By Tectonic’s Salesforce Marketing Platform Architect Shannan Hearne Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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