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Salesforce Chat GPT
17Nov

Chat GPT and Salesforce

It’s more likely that you vacationed on Gilligan’s island than remain unfamiliar with ChatGPT. Since its introduction, this tool has emerged as an essential extension to Salesforce solutions, owing to its remarkable generative AI capabilities. From automating content creation to validating rules ChatGPT excels in some areas. By crafting Apex code, developing Lightning Web Components (LWC), summarizing conversations, and composing knowledge articles, ChatGPT has demonstrated its value. The integration of Chat GPT and Salesforce holds the potential to streamline substantial segments of organizational processes, leading to significant time savings. This not only enhances CRM data management, now fortified by generative AI, but also elevates the customer experience to unprecedented heights. While Salesforce has its own Einstein AI tools, Chat GPT and Salesforce remain a viable tool combination. This article will explore in detail how ChatGPT can seamlessly integrate with Salesforce. Understanding ChatGPT: When I questioned ChatGPT about its nature, and its response is as follows: ChatGPT is a language model created by OpenAI. It operates as a deep generative language neural network, having been trained on an extensive volumes of text to generate coherent and meaningful responses to user queries and commands. In essence, ChatGPT is essentially a chatbot, akin to Einstein bots. However, it distinguishes itself with its robust capabilities. Developed on the OpenAI GPT-3.5 family of large language models, incorporating both supervised and reinforcement learning techniques, ChatGPT has been trained on an extensive dataset of internet text up until January 2022. It excels in natural language processing tasks such as text generation, question answering, translation, and text classification. The underlying technology of ChatGPT is sophisticated, evolving continually through the application of machine learning and deep learning techniques. In 2023, OpenAI introduced two new models: ChatGPT-3.5 Turbo and ChatGPT-4, with the latter being notably superior. For instance, GPT-4 is multimodal, adept at processing both textual and visual inputs, comprehending and describing images effectively. It has also reduced the likelihood of generating nonsensical or “AI hallucinations” by 19-29%. In terms of security, GPT-4 incorporates robust measures from the outset, generating only 0.73% “toxic” responses compared to GPT-3.5’s 6.48%. It excels in maintaining context, with enhanced memory of the conversation, and improved context length to handle more extensive inputs. In summary, the mentioned improvements position GPT-4 as a more advanced and versatile option. ChatGPT Models: Every AI tool relies on models to discern patterns and make decisions from data. The OpenAI API is powered by a family of models with distinct capabilities and pricing scales. Users can also tailor their base models for specific use cases. The primary models include: This serves as a brief overview, and further exploration is possible here. OpenAI retires old models to introduce safer and more advanced versions. When a model becomes obsolete, it is promptly deactivated, with a specified shutdown date. Legacy models, those not receiving updates, are clearly labeled, signaling developers to transition to newer alternatives. Salesforce Consulting Services: Tectonic provides Salesforce consulting services geared toward catalyzing your company’s growth with Chat GPT and Salesforce, or by implementing a customized business solution or enhancing an existing implementation. Use Cases for ChatGPT in the Salesforce Ecosystem: The million-dollar question arises: how can ChatGPT be effectively utilized in Salesforce? Here are several Chat GPT and Salesforce use cases: Precautions with ChatGPT: While ChatGPT proves beneficial in areas like marketing, sales, and service, its application across the organization should be approached with caution. It’s a powerful tool, offering coherent and logical responses, but it cannot replace every role in every area. As of now, it functions as a valuable virtual assistant for specific tasks, but it shouldn’t be the sole source of information. Proper utilization of this tool can positively impact your Salesforce solution, but precautions must be taken. According to the “Generative AI Trends for Sales” report, 73% of sales professionals express concerns about the security risks associated with this technology, with 49% admitting to not knowing how to use it safely at work. Additionally, ChatGPT often lacks context, leading to potential inaccuracies in responses. Therefore, Salesforce recommends taking the following precautions before adopting any integration of Chat GPT and Salesforce: It’s essential not to overestimate ChatGPT while still leveraging its advantages. Currently, it can serve as a virtual assistant to assist with specific tasks, but it should not be the sole source of information. Prudent use of this tool can positively impact your Salesforce solution, but precautions should be taken. It’s advisable to make the most of generative AI capabilities within Salesforce, especially considering the developments in 2023. Salesforce has introduced multiple solutions incorporating this technology, not only with a comprehensive suite of GPT products but also a significant leap in Einstein. Since the past Dreamforce, Einstein Platform 1 has evolved into the CRM’s trusted AI, offering a high-performance real-time conversational assistant, Einstein Copilot, and an Infinite Capability Studio. Being part of Salesforce’s ecosystem eliminates potential data security and privacy gaps, facilitating integration with other platform solutions. ChatGPT marked the inception of the generative AI revolution and stands as a powerful tool. It’s crucial to remember that OpenAI releases versions frequently, addressing major issues promptly. There’s undoubtedly much more to explore and experience with ChatGPT. If you’re considering implementing it in your organization, Tectonic is prepared to assist you in achieving this goal. 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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November 17, 2023in Salesforce, Salesforce Einstein
Get to know CPQ
15Nov

Get to Know CPQ

Salesforce CPQ earned a spotlight in our Salesforce specializations rundown due to the scarcity of CPQ-knowledgeable individuals, paving the way for substantial earning potential and opportunities to collaborate with innovative companies. Get to know CPQ in this Tectonic insight. Distinguishing Salesforce CPQ from Products and Pricebooks Get to know CPQ for Salesforce Subscription Products in Salesforce CPQ Enhance CPQ with Custom Actions Integrating CPQ with Salesforce Campaigns Add-On Tools for Salesforce CPQ Salesforce CPQ Deployments Leveraging Salesforce CPQ can increase efficiency and positively impact various aspects of sales, including time management, deal size, quote accuracy, and overall sales processes. The integration of CPQ as a Subject Matter Expert enhances customer interactions, identifies specializations, and provides options to boost deal size. Like Related Posts Best CPQ for Salesforce Many businesses, once they select the best Salesforce CPQ tool for their business, turn to an implementation partner like Tectonic Read more CPQ for Salesforce Formerly known as Salesforce CPQ, Revenue Cloud empowers your sales team to generate precise quotes for customers. Automate the entire 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 Cooking with Salesforce Restaurant Management Platform Onboards Thousands of Customers Monthly Using Salesforce for Seamless Sales and Service Management SAN FRANCISCO—April 23, 2019—Salesforce Read more

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November 15, 2023in Salesforce CPQ
Quick Clone Sandboxes on Hyperforce
14Nov

Quick Clone Sandboxes on Hyperforce

Introducing Quick Clone Sandboxes on Hyperforce Creating sandboxes is a crucial aspect of application development on the Salesforce Platform, providing IT teams with isolated environments to test changes without affecting production operations. As businesses strive for faster innovation without compromising quality, admins and developers need efficient tools to keep pace with rapid application development. Many admins complain that spinning up sandboxes is too time consuming. No more! Salesforce and Tectonic are excited to announce the general availability of Quick Clone for sandboxes on Hyperforce! This new feature significantly enhances the speed of cloning sandboxes, empowering teams to be more productive, accelerate testing, and expedite release cycles. What is Hyperforce? Hyperforce represents Salesforce running on public cloud infrastructure. This architecture, introduced in December 2020, leverages the elasticity of the public cloud to improve sandbox cloning speeds. In Winter ’23, Salesforce introduced Quick Clone for Developer and Developer Pro sandboxes. Now, we are thrilled to extend Quick Clone to Partial Copy and Full sandboxes, enhancing the cloning experience across all sandbox types. Understanding Quick Clone Quick Clone enables admins and developers to create sandboxes by copying from a production org or an existing sandbox. When creating Developer, Developer Pro, Partial Copy, or Full sandboxes, users obtain copies of the production org’s metadata or metadata and data, facilitating customizations and testing with the latest production state. Traditionally, teams without version control sharing sandboxes may encounter conflicts due to overlapping changes. Quick Clone streamlines this process by rapidly replicating a “template sandbox,” allowing for parallel development and efficient bug reproduction. How to Enable Quick Clone All sandboxes created on Hyperforce are automatically equipped with Quick Clone. Within the Setup Sandbox page, users can leverage the Clone button next to a Hyperforce-based sandbox to rapidly create replica sandboxes using Quick Clone. To utilize Quick Clone, customers must meet Hyperforce eligibility criteria and have their production orgs migrated to Hyperforce. Existing customers with production orgs in Salesforce data centers can request migration to Hyperforce through their Account team. What’s Next for Sandboxes on Hyperforce? Following Quick Clone, our focus shifts to Quick Create, a feature enhancing the creation and refresh speeds of Full sandboxes on Hyperforce. Additionally, Scale sandboxes, designed to validate customizations for business growth and large-scale events, will further enhance sandbox flexibility and performance. With Quick Clone and upcoming features, we are just beginning to unlock the full potential of sandboxes on Hyperforce, empowering Salesforce users to innovate faster and more efficiently. 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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November 14, 2023in Hyperforce
Tectonic Salesforce Services
13Nov

Are You Ready for an End to Salesforce for Outlook?

Embracing Salesforce Change: Navigating the Transition from Salesforce for Outlook Salesforce has recently announced the sundowning of Salesforce for Outlook, presenting a significant shift that opens avenues for sales teams to reinvent their sales processes and discover new solutions that increase productivity. An end to salesforce outlook forces us to re-evaluate. As the transition looms in June 2024, it’s critical to pinpoint the capabilities your team requires beyond Salesforce for Outlook and identify a new solution. This approach ensures a smooth change, enabling your team to continue achieving sales objectives with Salesforce and the Outlook email platform. Salesforce has postponed the Salesforce for Outlook once, but don’t count on it being delayed again. Preparing for the death of Outlook: For existing Salesforce for Outlook users, consider these key steps to plan a seamless transition: The end to salesforce outlook is an opportunity to reassess sales tools and processes. Embracing automation and relationship intelligence. You can enhance efficiency, foster better relationships, and contribute to closing more deals.  Reach out to Tectonic today for assistance in the Salesforce for Outlook transition. 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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November 13, 2023in Salesforce Managed Services, Salesforce Sales Cloud
Sales Forecast Report in Power BI
13Nov

Sales Forecast Report in Power BI

To predict future sales, a time series forecasting model was created in Power BI. The model used past sales data to predict sales for the next 15 days. Visuals were included to compare forecasts with actual sales, and the results closely aligned with historical trends.

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November 13, 2023in Data, Technology
outcome management public sector solutions
11Nov

Use Outcome Management to Create and Measure Your Public Sector Solutions Impact Strategy

How do you Use Outcome Management to Create and Measure Your Public Sector Solutions Impact Strategy? Recenter your focus on constituents in the public sector by embracing Outcome Management. Assess whether your constituent programs attain their intended outcomes and make informed decisions based on data-driven insights. Leverage Outcome Management alongside Public Sector Solutions to formulate a strategy for instigating change. Collect data, monitor progress, and assess program effectiveness using actionable data. For instance, scrutinize the number of homeless individuals finding shelter through a housing grant, adjusting program parameters for enhanced outcomes. Monitor the academic advancement of children in publicly funded early childhood learning and development programs. Outcome Management allows you to track the success of your programs, ensuring they align with planned deliveries. Outcome Management serves as an impact measurement tool that consolidates an organization’s outcome strategy, defining, measuring, and evaluating it in a unified platform. What is outcome-based planning? Outcome-based planning represents an adaptive and customer-centric project management approach, emphasizing the attainment of desired results over traditional roadmaps’ limitations, such as inflexibility and output-centricity. Incorporate indicator results to gauge progress against time-bound targets and baseline values. Utilize results to store aggregated values from assessments, program enrollments, benefit disbursements, and other data sources. What is the meaning of outcome management? Outcome management is a client-centric service delivery approach, prioritizing the results clients aim to achieve over merely focusing on available services. It encourages collaboration, allowing agencies to leverage expertise both within and outside the organization. What does outcome management deal with? Outcome Management strategically ensures initiatives align with departmental and governmental outcomes, aiming to achieve the intended results. “In these days in an experience-driven world, customer success is really key to making that customer experience as seamless as possible and developing trusted relationships and customer intimacy. The market is slowly coming to realize that.” Neeracha Taychakhoonnavudh, EVP of Global Customer Success at Salesforce What is an outcome-focused approach? Outcome-focused care tailors medical interventions and support services to achieve desired outcomes, such as promoting independence, improving quality of life, and enhancing overall well-being. Outcome Management Public Sector Solutions Revolutionize Impact Outcome Management revolutionizes impact measurement, providing a comprehensive platform to define, measure, and evaluate organizational outcome strategies. Set time-bound targets and baseline values, consistently measure indicators across outcomes or programs, and organize outcomes into groups reflecting organizational strategy. Outcome Management Public Sector Solutions Track and steer desired change with Outcomes, connecting them to efforts like programs or benefits. Utilize Impact Strategies and Impact Strategy Assignments to group Outcomes, presenting your entire strategy cohesively. Indicators define how outcomes are measured, building a library for consistent impact measurement across various aspects of your work. Use time-bound indicator performance periods to track progress from the starting point to your intended goal. If using outcome management to better create and measure your public sector solutions, contact Tectonic today. By Tectonic’s Salesforce Marketing Consultant, 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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November 11, 2023in Salesforce, Salesforce Experience Cloud, Salesforce for Nonprofits, Salesforce Public Sector Solutions
Sales Cloud Innovation Driven by UX Design Principles
10Nov

Thoughts on Salesforce Experience Cloud

by Shannan Hearne, Tectonic Marketing Consultant You have the flexibility to establish multiple sites within your organization, each serving distinct purposes, and seamlessly transition between them. Salesforce Experience Cloud is a set of functionality on the CRM platform enabling you to build branded digital experiences that are fully connected to your CRM.  This online social platform lets you connect with customers, partners, and employees AND their data.  Experience Cloud empowers you to: Enhance Sales Connectivitywith Salesforce Experience Cloud: Deliver Exceptional Service: Manage Events Effectively: Salesforce Platform Integration with Salesforce Experience Cloud: Experience Cloud builds upon elements within your primary Salesforce org, utilizing applications from the Customer 360 platform, including Commerce Cloud, Service Cloud, Sales Cloud, and Mulesoft. Your org setup, user creation, profiles, and data records all contribute to powering and populating your Experience Cloud site. Utilize Platform Services: Leverage platform services integrated with Salesforce for your Experience Cloud sites. These services, rooted in the Salesforce platform, encompass tools like Flow Builder, Process Builder, and Apex triggers and classes, extending functionality to various Salesforce products, including Experience Cloud. Content Management with Salesforce CMS: Salesforce CMS, a Lightning app within your Salesforce org, enables you to create, store, and manage content outside of your site. It serves as a shared resource, allowing seamless content integration across multiple apps and sites without the need for duplication. Robust Security Measures: Recognizing your site as a crucial face of your company, Experience Cloud provides tailored security approaches to address diverse access needs. Security settings are managed across multiple locations, including the Settings tile in Experience Workspaces, user permissions in your Salesforce org, and overall settings in Salesforce Setup. Presentation Layer Customization: The presentation layer, facilitated by Experience Builder templates and components, brings all elements together. You can choose how your site appears, addressing accessibility concerns, and personalize user experiences based on data from your Salesforce org. Insightful Analytics: Supervise and track user data with reports and dashboards through the Dashboard and Moderation tiles in Experience Workspaces. While Experience Cloud offers basic analytics tools, for comprehensive insights, consider implementing third-party tools like Google Analytics. Responsive Site Development with Salesforce Experience Cloud: Experience Cloud templates enable the creation of responsive sites, providing rich, branded spaces for customers and partners. Experience Builder allows non-coders to edit templates, add branding elements, include CMS content, and even create custom pages with components, offering a tailored and engaging experience. With Experience Cloud you can reduce churn, generate advocacy, manage partner relationships, simplify app development and much more. Like 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 Case Study: Health Payer/Provider Onboarding/Network Growth After doing their initial Sales Cloud implementation and SAP integration over 12 years ago, this company was only leveraging Salesforce Read more Action Plans in Partner Communities Establishing Action Plans in Partner Communities What is a community action plan? A Community Action Plan serves as a vital Read more Cooking with Salesforce Restaurant Management Platform Onboards Thousands of Customers Monthly Using Salesforce for Seamless Sales and Service Management SAN FRANCISCO—April 23, 2019—Salesforce Read more

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November 10, 2023in Salesforce Experience Cloud
Transforming Healthcare with Salesforce CRM For healthcare providers, adopting a CRM platform like Salesforce Health Cloud is invaluable for managing vast amounts of patient data effectively. Health Cloud empowers healthcare professionals to create personalized, one-to-one patient journeys, enabling a deep understanding of each patient’s needs, medical history, and preferences. This approach not only fosters a patient-friendly experience but also builds a strong rapport, ensuring that patients feel valued and understood. Health Cloud also facilitates seamless collaboration among healthcare providers across different departments. When patients require support from multiple professionals, the platform ensures coordinated, comprehensive care that considers their complete medical history. This collaborative approach strengthens patient trust and streamlines operations, demonstrating a provider’s commitment to patient-centered care. As healthcare organizations strive to meet rising patient expectations, Salesforce is at the forefront of driving transformative changes. Leveraging Salesforce cloud solutions allows providers to manage patient data efficiently, deliver higher-quality care, and turn industry challenges into opportunities for improvement. Salesforce CRM has significantly boosted patient engagement and satisfaction within the healthcare sector. By automating repetitive, manual tasks, Salesforce CRM enables healthcare professionals to devote more time to patient care. Tools like Patient Management Software
09Nov

Salesforce for Healthcare Explained

Transforming Healthcare with Salesforce CRM For healthcare providers, adopting a CRM platform like Salesforce Health Cloud is invaluable for managing vast amounts of patient data effectively. Health Cloud empowers healthcare professionals to create personalized, one-to-one patient journeys, enabling a deep understanding of each patient’s needs, medical history, and preferences. This approach not only fosters a patient-friendly experience but also builds a strong rapport, ensuring that patients feel valued and understood. Health Cloud also facilitates seamless collaboration among healthcare providers across different departments. When patients require support from multiple professionals, the platform ensures coordinated, comprehensive care that considers their complete medical history. This collaborative approach strengthens patient trust and streamlines operations, demonstrating a provider’s commitment to patient-centered care. As healthcare organizations strive to meet rising patient expectations, Salesforce is at the forefront of driving transformative changes. Leveraging Salesforce cloud solutions allows providers to manage patient data efficiently, deliver higher-quality care, and turn industry challenges into opportunities for improvement. Salesforce CRM has significantly boosted patient engagement and satisfaction within the healthcare sector. By automating repetitive, manual tasks, Salesforce CRM enables healthcare professionals to devote more time to patient care. Tools like Patient Management Software foster innovation and address the evolving needs of healthcare. Organizations using Salesforce CRM can build stronger connections with patients, delivering personalized healthcare experiences that drive engagement. Leading healthcare companies, including Amgen Inc. and Aetna Inc., use Salesforce CRM to enhance patient interactions and improve healthcare delivery. Customizing Salesforce CRM provides access to detailed, up-to-date information on healthcare professionals, allowing organizations to target sales campaigns effectively and build relationships with key decision-makers in the industry. 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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November 9, 2023in Data, Life Sciences Cloud, Salesforce, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud
Salesforce Tableau Pulse
09Nov

Examples of Tableau Pulse Value

Tableau Pulse simplifies data exploration and visualization. We currently live in a powerful analytics era, marked by transformative technologies such as generative AI, the Internet of Things (IoT), and automation. Tableau Pulse Value is reshaping the analytics landscape. At the core of these technologies lies data, and the way we interact with it is undergoing significant and constant changes. The swift evolution of these technologies presents a magical moment for businesses and organizations globally—a moment of decisive action.  To remain competitive and foster robust customer relationships, businesses must embrace data-driven decision-making. The performance gap between entities adept at leveraging data and those that lag behind is set to expand exponentially. Businesses unable to harness the power of their data risk falling behind, and the pace of this shift may be more rapid than anticipated. Exclusively available for Tableau Cloud users, Tableau Pulse harnesses the capabilities of Tableau AI to present data in ways that are more personalized, contextual, and intelligent. Tableau Pulse introduces the capabilities of a Metrics Layer, or headless BI, to Tableau’s platform, allowing the definition of metrics and KPIs once for universal use within the organization. This not only streamlines the work of analysts but also guarantees that teams adhere to consistent, trusted figures from a singular source of truth. Sitting Atop the Metrics Layer: Atop the Metrics Layer, an Insights platform operates as a statistical service that automatically generates insights based on the defined Metrics. These insights are ranked and presented in natural language using generative AI. The service also facilitates user interaction with insights, offering guided follow-up questions that surface proactively and align with the context of the data. Tableau Pulse goes further by delivering Next-Gen Experiences, presenting data through intuitive, user-friendly metrics directly integrated into users’ workflow in platforms like Slack, email, Tableau web app, and more. This approach allows for swift scalability across the business as users explore, follow, and share pertinent metrics akin to social media content. Generative AI-powered insight summaries assist users in focusing on key data highlights, ensuring the identification of important patterns, trends, outliers, and data changes. Generative AI plays a crucial role in enhancing each layer of Tableau Pulse, making it more accessible for users to discover relevant metrics, create new metrics, comprehend insights, pose questions, perform root cause analysis, and connect data to real-world contexts. Tableau dashboards can be infused with real-world AI and machine learning with tools like Aible. Considering, Tableau Pulse makes data more accessible to everyone regardless of their expertise with data visualization tools. Tableau Pulse Use Cases: Here are instances illustrating how Tableau Pulse, powered by Tableau GPT, enhances intelligent data experiences: Example 1: Service Leader A service leader receives a digest of metrics they monitor, providing relevant insights to stay informed about their business’s performance. Tableau Pulse alerts the leader to an unusual decrease in their team’s CSAT score, identifying potential causes like a high volume of active tickets and extended response times. When the leader has inquiries, Tableau Pulse facilitates a quick and easy analysis, enabling them to delve into the situation. Subsequently, they can share these details with colleagues on Slack, fostering collaboration and prompt action. Example 2: Commerce Leader A commerce leader tracks metrics such as conversion rate, average order value, and customer lifetime value. Tableau GPT detects any deviations in these metrics, investigates the reasons for the changes, and suggests actionable steps for the leader. By running an analysis on the data, Tableau GPT presents comprehensive information visually, allowing the leader to make informed decisions and take necessary actions. Tableau Pulse Value Throughout 2024, Tableau will release additional features that will provide even more value to those using Tableau Pulse, including: Tableau business science is a new class of AI-powered analytics that brings data science capabilities to business domain experts. Using AI, machine learning, and other statistical methods to solve business problems has largely been the purview of data scientists. 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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November 9, 2023in Salesforce, Salesforce Tableau
MC Personalization Tips and Tricks
08Nov

MC Personalization Tips and Tricks

Salesforce Marketing Cloud Personalization, formerly Interaction Studio, offers incredible power for personalization. MC Personalization Tips and Tricks below will help you level up your game. Einstein Recipes: Enhancements and Challenges Multiple Dimensional Variations for Products in Einstein Recipes Einstein Recipes offer powerful and flexible tools for creating recommendations. However, the fourth step, Variations, falls short compared to other options. Currently, you can configure only a single Dimensional Variation. While multiple Item Types are available, once you select one, you cannot limit recommended products to specific numbers per category or brand. This limitation hinders control over product recommendations, especially for e-commerce sites with diverse catalogs. Unlike Dimensional Variations, multiple Boosters or Exclusions of the same type can be configured differently, which would be a valuable feature to add for Variations. Department Variation for Products in Einstein Recipes Einstein Recipes allow Dimensional Variations at the Category level, but only for primary categories. There is no option for Department (master category) level, which is limiting for e-commerce sites with broad category trees, such as: Recommendations with Category Variation set can still be dominated by similar products due to similar primary categories. Two solutions could address this: Price Reduction Ingredient in Einstein Recipes Triggered Campaigns in Journey Builder can target various events, including Catalog Triggers. Some triggers, like Product Expiring Soon, are available for Web with Einstein Recipes Ingredients. However, there is no Ingredient for the common e-commerce use case of Price Reduction. Marketing Cloud Personalization (Interaction Studio) has the required price and listPrice attributes for Triggered Campaigns. A workaround involves calculating price reductions externally and passing this information to a Related Catalog Object. More efficient solutions would be: Rating Count in Recipe’s Rating Exclusion Marketing Cloud Personalization offers Exclusions/Inclusions on Recipes to fine-tune recommendations. One option is to exclude/include items based on their rating, with an optional zero rating capture. It would be beneficial to include an option to filter based on rating count, allowing for: Currently, such filters can only be applied on the server side in the Template, which can limit recommendations. Having this feature at the recipe level would be more powerful. Abandoned Cart Retention Setting Marketing Cloud Personalization captures cart information for Einstein Recipes recommendations. However, cart content remains indefinitely unless managed proactively. A workaround involves a Web Campaign that checks cart age and pushes a clear cart action if necessary. A better solution would be a configurable option in MCP settings to automatically remove old cart data. Catalog Enhancements Full MCP Category Hierarchy Support for ETL Marketing Cloud Personalization can create a hierarchical tree of categories with automatic summing of views and revenue. However, this is currently possible only under specific conditions, such as having one Category per product and using a Sitemap format. This limitation is problematic, as ETL is often a better way to manage it. The Category ETL already provides detailed information using department and parentCategoryId attributes, but this data does not replicate the drill-down hierarchy in the Catalog UI or pass data from the bottom Category up. Ensuring feature parity between Sitemap and ETL would be beneficial. Segmentation Enhancements MCP Action Name Management Marketing Cloud Personalization captures actions from multiple sources but does not allow managing created actions. An option to view and remove unnecessary actions would improve user experience by reducing the number of options in the segmentation/targeting picklists. An even better solution would be to merge existing actions, preserving behavioral data after refactoring action names. MCP Hourly-Based Segmentation Rules Currently, segmentation rules in Marketing Cloud Personalization are based on days, limiting on-site campaign targeting. For example, to display an infobar for abandoned cart users, the current segmentation can only show users who have not performed a Cart Action today. Hourly-based segmentation rules would allow more precise targeting, showing users who have not performed a Cart Action in the last hour. Adding a picklist to choose between day or hour-based rules would enhance segmentation capabilities. Full MCP Catalog Export Marketing Cloud Personalization supports manual catalog export but only with limited data. The current export file lacks complete catalog data (e.g., promotable and archived attributes), making it unsuitable for ETL sources. An option to export the full catalog data, matching the ETL schema and including hidden items, would greatly benefit debugging and batch-modifying items for subsequent ETL import. Full MCP Catalog Metadata Visibility Marketing Cloud Personalization supports viewing custom attribute metadata in the Catalog but is limited to ETL updates. Extending this to built-in attributes and including origin and lastUpdated values for all sources (Sitemap, Mobile App, Manual update, API) would simplify debugging Catalog metadata issues, reducing admin/developer work and support tickets. ETL Enhancements External Email Campaign ETL Experience Name & ID External Email Campaign ETL allows passing behavioral data but is limited to Campaign ID and Campaign Name. To fully leverage this data in segmentation, it should also support Email ID and Email Name. Adding Experience ID and Experience Name fields to the ETL would enable targeted personalization, allowing segmentation on entire campaigns or specific emails within campaigns. External Email Campaign ETL Send Segmentation External Email Campaign ETL passes Send, Click, and Open data but does not support segmentation based on Send events. Enabling segmentation rules for Send events would unlock use cases like targeting Web or Push campaigns to users who received an email campaign but did not open it, fully leveraging cross-channel and real-time personalization. External Email Campaign ETL Unsubscription Event Type External Email Campaign ETL passes Send, Click, and Open data but cannot pass unsubscriptions. Including the Unsubscribe event would enable targeted campaigns like surveys about unsubscription reasons, win-back campaigns, or replacing email subscription prompts with other channel recommendations. By addressing these enhancements and challenges, Salesforce Marketing Cloud Personalization (Interaction Studio) can further improve its capabilities and provide more precise, effective, and user-friendly tools for personalized marketing. Reporting Enhancements: Direct Attribution at the MCP Campaign Level Current Reporting in Marketing Cloud Personalization (MCP) Marketing Cloud Personalization (Interaction Studio) offers various reports based on Activity, Results, and Visits. However, it

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November 8, 2023in Salesforce Development Services, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Personalization
Apex
07Nov

Data Types in Salesforce

Apex assigns a data type in Salesforce to all variables and expressions, such as sObject, primitive, or enum. We use these data types as required depending on the condition. Integer, Double, Long, Date, Datetime, String, ID, or Boolean are examples of primitives. Data types in Salesforce. Salesforce Data Type Range and Description Transformation Data Type AnyType Polymorphic data type that returns string, picklist, reference, boolean, currency, integer, double, percent, ID, date, datetime, URL, or email data String Base64 Base64 encoded binary data String Boolean Boolean (true/false) values Integer Byte A set of bits String Combobox Enumerated values String Currency Currency values Decimal DataCategoryGroupReference Types of category groups and unique category names String Date Date values Date/Time DateTime Date and time values Date/Time Double Double values Decimal Email Email addresses String Encrypted String Encrypted text fields contain any combination of letters, numbers, or symbols that are stored in encrypted form String ID Primary key field for a Salesforce object String Int Fields of this type contain numbers with no fraction portion Integer Master record ID of the merged record String Multipicklist Multiple-selection picklists, which provide a set of enumerated values from which you can select multiple values String Percent Percentage values Decimal Phone Phone numbers String Picklist Single-selection picklists, which provide a set of enumerated values that you can select one value from String Reference Cross-references to another Salesforce object String String Character strings String Textarea String that appears as a multiple-line text field String Time Time values Date/Time URL URL values String Data Types in Salesforce Fields come in various types, including text, number, picklist, date, and more, and they are employed to house data that pertains to a particular object. 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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November 7, 2023in Salesforce
Generative AI Regulations
07Nov

How Generative AI Regulations Could Effect You

If you’re considering integrating generative artificial intelligence (GAI) tools into your business operations, you’re not alone. While these tools have the potential to boost employee productivity, concerns regarding their safety have been voiced by business leaders. Despite their utility in areas like marketing, customer service, and data insights, there is a growing demand for generative AI regulations due to apprehensions about its societal impact and potential risks. Key Points to Consider: Global AI Regulatory Response: A global response to AI regulation is taking shape, with U.S. lawmakers engaging tech leaders and expressing unanimous agreement on the necessity of AI regulation. In the EU, audits of AI algorithms and underlying data from major platforms meeting specific criteria have already begun. Business Decision Makers’ Role: As a decision-maker in your business, it is crucial to understand GAI and its implications for interactions with other companies and consumers. Countries worldwide are working to ensure that generative AI adheres to existing measures related to privacy, transparency, copyright, and accountability. What Your Company Can Do Now: Recent Developments: Concerns and Background on Generative AI Regulations: Considerations for Businesses: The rapidly evolving landscape of generative AI calls for ongoing awareness and adaptation, with the need for businesses to stay informed and engage in proactive discussions with trusted advisers. As regulatory efforts focus on privacy, content moderation, and copyright concerns, the conversations around generative AI regulations are crucial in navigating the ever-changing technological landscape. Like Related Posts 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 How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Sales Cloud Einstein Forecasting Salesforce, the global leader in CRM, recently unveiled the next generation of Sales Cloud Einstein, Sales Cloud Einstein Forecasting, incorporating Read more

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November 7, 2023in Salesforce Einstein

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