ADA - gettectonic.com - Page 12
Salesforce Flow Efficiency and Automation

Salesforce Flow Efficiency and Automation

Salesforce Flow: For Efficiency with Automation Salesforce Flow enables businesses to create very sophisticated solutions without the need for extensive coding, using a simple point-and-click interface. This capability is particularly beneficial for Salesforce Admins, offering functionalities akin to those of Salesforce developers. In this insight we will explore Salesforce Flow: Understanding Developer and Admin Contributions. Salesforce Flow Efficiency and Automation. Salesforce Flow, originally known as Visual Flow, has evolved significantly with each Salesforce release, culminating in the intuitive Flow Builder interface available today. Its applications are expansive and continually expanding. Key Capabilities of Salesforce Flow Mass Updates: Easily handle batch processing to update thousands of records simultaneously based on specific criteria, significantly saving time and effort. Automated Workflows: Construct intricate workflows with multiple steps and decision points, ensuring consistency and efficiency across business processes. User-Friendly Interface: Designed to be intuitive, Flow Builder allows users of varying technical skill levels to create and manage workflows effortlessly. Integration Capabilities: Seamlessly integrates with Salesforce products and third-party applications, enabling comprehensive solutions leveraging diverse data sources. Continuous Improvement: With each Salesforce update, Flow receives new features and enhancements, continually enhancing its versatility and power. Salesforce Flow serves as a pivotal tool for enhancing productivity and streamlining complex operations, making it indispensable for Salesforce Admins striving to optimize workflows. Understanding Salesforce Flow in Detail What is Salesforce Flow? Salesforce Flow Builder is a robust tool within the Salesforce ecosystem, enabling users to automate workflows and processes. These workflows encompass tasks such as sending emails, updating records, triggering other flows, executing Apex actions, and sending notifications. Flows can be initiated by various events, including user actions, record changes, and scheduled times. Flows comprise elements such as actions, conditions, variables, and screens. The visual, drag-and-drop interface of Salesforce Flow Builder ensures accessibility for users without extensive coding knowledge while offering advanced capabilities for technical experts. Types of Salesforce Flow Screen Flows: Provide a step-by-step user interface to automate tasks, collect data, and guide users through processes. Ideal for systematically capturing and qualifying leads, Screen Flows are straightforward to set up and manage. Record-Triggered Flows: Automate actions based on changes to Salesforce records, like creating, updating, or deleting records. These flows replace older tools like Workflow Rules and Process Builder, offering flexibility and ease of management. Scheduled Flows: Run at specified times or intervals to automate routine tasks or periodic updates. Useful for scenarios such as sending reminders or performing batch operations. Platform Event-Triggered Flows: Respond to events within the Salesforce platform in real-time, enabling instant automation based on critical business events. Requires technical proficiency in integrations and platform events. Autolaunched Flows: Initiated by other processes or external systems without user interaction, making them essential for automating backend processes like updating records based on external triggers. The Role of Salesforce Administrators Salesforce Administrators play a major role in designing, implementing, and managing flows. Their responsibilities span from creating automated workflows to ensuring optimal flow performance and providing user training. Administrators leverage Flow to automate data entry, streamline approval processes, and set up notifications for critical events. Collaboration Between Admins and Developers Effective collaboration between Salesforce Administrators and Developers is important for creating efficient and robust flows. While Administrators focus on designing and implementing simpler flows, Developers enhance capabilities by integrating custom Apex code, performing advanced data manipulations, and optimizing flow performance. This collaboration ensures comprehensive solutions that meet both business requirements and technical standards. Final Thoughts Salesforce Flow closees the gap between manual operations and automated efficiency, enabling businesses to enhance accuracy, reduce operational bottlenecks, and adapt swiftly to market changes. By understanding the distinct contributions of Administrators and Developers and fostering a collaborative environment, organizations can design and implement innovative workflows that drive success and growth. Embracing Salesforce Flow not only optimizes business processes but also positions organizations to thrive in dynamic market landscapes. Staying abreast of Salesforce automation advancements and best practices ensures sustained competitiveness and growth. 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

Read More
Deep Dive Summer 24 Release

Deep Dive Summer 24 Release

Deep Dive Summer 24 Release Get ready, Salesforce fans! The Summer ’24 release is here, and it’s like Christmas morning for tech geeks. We’re talking about new features, enhancements, and improvements that will make you wonder how you ever lived without them. This Tectonic insight is your ultimate guide to all the exciting updates, changes, and key considerations for this release. So hang on tight to your keyboards and let’s dive into the Christmas treat bag of goodies coming your way! Key Highlights – Deep Dive Summer 24 Release What’s New in Einstein AI? 1. Einstein for Flow Meet your new best friend for building Salesforce workflows, Salesforce Flow. Just describe what you need in plain English, and Einstein will whip up the workflow for you. For example, say “Notify sales reps when a lead converts,” and boom, it’s done. Automation just got a whole lot easier and way cooler. How to: Einstein for Flow makes complex processes feel like a walk in the park, letting you deliver solutions faster than you can say “workflow.” Considerations: 2. Einstein for Formulas No more tearing your hair out over formula syntax errors. Einstein for Formulas will not only tell you what’s wrong but also suggest fixes, saving you from endless hours of debugging. How to: Einstein for Formulas cuts down errors and speeds up formula creation, making your life exponentially easier. Like easier squared. Easier to the nth degree. Considerations: UI/UX Enhancements 1. Add New Custom Fields to Dynamic Forms-Enabled Pages Say goodbye to limitations! You can now add new custom fields directly to Dynamic Forms-enabled pages, aligning fields with your ever-changing business needs. Considerations: 2. Use Blank Spaces to Align Fields on Dynamic Forms-Enabled Pages Finally, a way to make your Dynamic Forms pages look neat and tidy with blank spaces for perfect alignment. Considerations: 3. Set Conditional Visibility for Individual Tabs in Lightning App Builder Now you can make specific tabs visible based on user profiles, record types, or other criteria. Customization just got a whole lot more precise. Considerations: 4. Create Rich Text Headings in Lightning App Builder Make your headings pop with bold, italic, and varied font sizes. Your Lightning pages are about to get a visual upgrade. Considerations: Flow Updates 1. Automation Lightning App A one-stop shop for managing and executing all your automation tools and processes. Considerations: 2. Lock and Unlock Records with Action Gain more control over your processes by locking records during critical stages and unlocking them when done. Considerations: 3. Check for Matching Records (Upsert) When Creating Records Avoid duplicates by checking for existing records before creating new ones. One can never have too many de-dupe tools. Considerations: 4. Transform Your Data in Flows (Generally Available) Now generally available, perform calculations, data transformations, and more with the Transform element in Flow Builder. Considerations: Admin Enhancements 1. Field History Tracking Manage tracked objects and fields more efficiently with a centralized page in “Setup.” Considerations: 2. See What’s Enabled in Permission Sets and Permission Set Groups (Generally Available) Enhanced permission set viewing improves visibility and control over security configurations. Considerations: 3. Get a Summary of User’s Permissions and Access Quickly view user permissions, public groups, and queues from the user’s detail page. Help and Training Community: Salesforce is simplifying Permission Set management by phasing out Profiles. Data Cloud Vector Database Vector search capabilities allow the creation of searchable “vector embeddings” from unstructured data, enhancing AI applications’ understanding of semantic similarities and context. Considerations: Deep Dive Summer 24 Release The Salesforce Summer ’24 release is packed with features designed to enhance your Salesforce experience. From a sleek new interface to powerful automation tools, enhanced analytics, and expanded integration options, this release aims to elevate workflow efficiency and data protection. Jump into the exciting updates, and let’s make automation simpler and more user-friendly together! 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

Read More
Single Digit Members

Single Digit Members

The Single Digit Growth Club: A Surge in New Members What Do Salesforce and Asana Have in Common? Both Salesforce and Asana: They have now joined the ranks of The Single Digit Growth Club, projecting growth below 10% for the coming year. It Wasn’t Supposed to Be This Way Why not? Mainly due to historically high Net Revenue Retention (NRR). Salesforce traditionally maintained an NRR well above 110%. Asana, despite catering to many SMBs (where high NRR is harder to achieve), also had high NRR until recently. With an NRR of 110%, growth expectations were typically around 20%-30% annually. With an NRR of 120% or more, as many companies had until recently (and some, like Databricks, still have at 140%+), 40% annual growth seemed attainable even at $1B ARR. However, while NRR is still strong, often at least 100%, it is no longer overperforming in many cases. Even high fliers like Monday.com have seen dips in NRR. Despite their smaller deal sizes, Monday.com’s NRR is the lowest it has been in over four years. The Impact of NRR Declines A drop of 10%-20% in NRR is significantly hampering growth, pushing even market leaders into The Single Digit Growth Club. But not everyone is struggling. The Haves and Have Nots in SaaS In today’s SaaS landscape, there is a stark contrast between the Haves and the Have Nots. Companies operating outside of B2B, those that are truly AI-native, and others are experiencing remarkable growth. However, within tech sales, a decline in NRR is severely impacting growth. Conclusion The shift to single-digit growth is a reality many SaaS companies are grappling with. As we navigate this new landscape, it’s clear that maintaining high NRR and adapting to market changes are crucial for sustaining growth. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
AI Impact on Workforce

AI Impact on Workforce

About a month ago, Jon Stewart did a segment on AI causing people to lose their jobs. He spoke against it. Well, his words were against it, but deep down, he’s for it—and so are you, whether you realize it or not. AI Impact on Workforce is real, but is it good or bad? The fact that Jon Stewart can go on TV to discuss cutting-edge technology like large language models in AI is because previous technology displaced jobs. Lots of jobs. What probably felt like most jobs. Remember, for most of human history, 80–90% of people were farmers. The few who weren’t had professions like blacksmithing, tailoring, or other essential trades. They didn’t have TV personalities, TV executives, or even TVs. Had you been born hundreds of years ago, chances are you would have been a farmer, too. You might have died from an infection. But as scientific and technological progress reduced the need for farmers, it also gave us doctors and scientists who discovered, manufactured, and distributed cures for diseases like the plague. Innovation begets innovation. Generative AI is just the current state of the art, leading the next cycle of change. The Core Issue This doesn’t mean everything will go smoothly. While many tech CEOs tout the positive impacts of AI, these benefits will take time. Consider the automobile: Carl Benz patented the motorized vehicle in 1886. Fifteen years later, there were only 8,000 cars in the US. By 1910, there were 500,000 cars. That’s 25 years, and even then, only about 0.5% of people in the US had a car. The first stop sign wasn’t used until 1915, giving society time to establish formal regulations and norms as the technology spread. Lessons from History Social media, however, saw negligible usage until 2008, when Facebook began to grow rapidly. In just four years, users soared from a few million to a billion. Social media has been linked to cyberbullying, self-esteem issues, depression, and misinformation. The risks became apparent only after widespread adoption, unlike with cars, where risks were identified early and mitigated with regulations like stop signs and driver’s licenses. Nuclear weapons, developed in 1945, also illustrate this point. Initially, only a few countries possessed them, understanding the catastrophic risks and exercising restraint. However, if a terrorist cell obtained such weapons, the consequences could be dire. Similarly, if AI tools are misused, the outcomes could be harmful. Just this morning a news channel was covering an AI bot that was doing robo-calling. Can you imagine the increase in telemarketing calls that could create? How about this being an election cycle year? AI and Its Rapid Adoption AI isn’t a nuclear weapon, but it is a powerful tool that can do harm. Unlike past technologies that took years or decades to adopt, AI adoption is happening much faster. We lack comprehensive safety warnings for AI because we don’t fully understand it yet. If in 1900, 50% of Americans had suddenly gained access to cars without regulations, the result would have been chaos. Similarly, rapid AI adoption without understanding its risks can lead to unintended consequences. The adoption rate, impact radius (the scope of influence), and learning curve (how quickly we understand its effects) are crucial. If the adoption rate surpasses our ability to understand and manage its impact, we face excessive risk. Proceeding with Caution Innovation should not be stifled, but it must be approached with caution. Consider historical examples like x-rays, which were once used in shoe stores without understanding their harmful effects, or the industrial revolution, which caused significant environmental degradation. Early regulation could have mitigated many negative impacts. AI is transformative, but until we fully understand its risks, we must proceed cautiously. The potential for harm isn’t a reason to avoid it altogether. Like cars, which we accept despite their risks because we understand and manage them, we need to learn about AI’s risks. However, we don’t need to rush into widespread adoption without safeguards. It’s easier to loosen restrictions later than to impose them after damage has been done. Let’s innovate, but with foresight. Regulation doesn’t kill innovation; it can inspire it. We should learn from the past and ensure AI development is responsible and measured. We study history to avoid repeating mistakes—let’s apply that wisdom to AI. Content updated July 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

Read More
Salesforce's Bold Predictions for Holiday 2024 Sales

Salesforce’s Bold Predictions for Holiday 2024 Sales

Salesforce’s Predictions for the 2024 Holiday Shopping Season Salesforce’s Bold Predictions for Holiday 2024 Sales include that trade routes, artificial intelligence, pricing, and Chinese shopping applications will significantly influence the 2024 holiday shopping season. Here’s a breakdown of their insights: Changes in Holiday Shopping Experiences Salesforce, the software giant known for its e-commerce platform and cloud services, predicts a “challenging season” for both retailers and consumers. The company notes that shoppers have been delaying major purchases in hopes of finding discounts. As a result, retailers will need to adapt to changing consumer behaviors and economic pressures. Consumer Behavior and Economic Pressures Salesforce observes that consumers, resilient through four years of economic uncertainty, are finally feeling the impact of persistent inflation and supply chain issues. A significant 32% of global consumers have increasingly turned to alternative credit options like Buy Now, Pay Later (BNPL) this year. Holiday Shopping Timeline Salesforce defines the holiday shopping season as running from November 1 to December 31. In 2022, 76 of the top 2000 online merchants in North America, using Salesforce as their e-commerce platform, generated over $116.97 billion in combined online sales. Salesforce’s Bold Predictions for Holiday 2024 Sales 1. Dominance of Chinese Shopping Applications Salesforce predicts that Chinese shopping apps will dominate the holiday season. According to their research, 63% of Western consumers plan to shop from Chinese apps such as Cider, Shein, Temu, TikTok, and Aliexpress. The primary driver for this trend is competitive pricing. Salesforce expects these apps to account for 21% of sales outside China during the holiday season. 2. Impact of Middle-Mile Shipping Costs Middle- and last-mile shipping costs are projected to increase by $197 billion in 2024, a 97% rise from the previous year. Factors contributing to this include rising crude oil prices and geopolitical tensions affecting global shipping routes. Despite these challenges, Salesforce advises retailers not to pass shipping costs onto consumers, as free delivery significantly influences online purchasing decisions. 3. AI Adoption in Gift Searches Salesforce reports that AI influenced 17% of online purchases during the 2023 holiday season, generating 9 million in sales. In 2024, more consumers are expected to use AI for gift discovery. With Google’s integration of generative AI into its search tools, retailers can shift from keyword searches to natural language prompts, potentially tripling conversion rates compared to non-engaged site traffic. Conclusion Salesforce Marketing Cloud’s array of features, including automation, personalization, analytics, and collaboration, empower B2B marketers to streamline their efforts and achieve superior results. By leveraging these capabilities, businesses can elevate their marketing initiatives and drive significant outcomes during the 2024 holiday season. 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

Read More
DPD Salesforce AI Enhancements

DPD Salesforce AI Enhancements

DPD’s AI Integration: Enhancing Customer and Employee Experience DPD has ambitious plans to integrate AI throughout its Salesforce platform, aiming to automate tasks and significantly enhance the experiences of both customers and employees. DPD Salesforce AI Enhancements. Adam Hooper, Head of Central Platforms at DPD, explains that with over 400 million parcels delivered annually, maintaining robust customer relationships is crucial. To this end, DPD leverages a range of Salesforce technologies, including Service Cloud, Sales Cloud, Marketing Cloud, and Mulesoft. AI-Powered Customer Service In Salesforce’s latest update on DPD: Financial and Operational Efficiency Targeted Marketing Spreadsheets to Salesforce At the Salesforce World Tour event in London, Ben Pyne, Salesforce Platform Manager at DPD, elaborated on their current usage and future AI plans. Pyne’s team acts as internal consultants to optimize organizational workflows. As he explains: “My role is essentially to get people off spreadsheets and onto Salesforce!” He noted that about 40 departments and teams within DPD use Salesforce, far beyond the typical Sales and CRM applications. Custom applications within Salesforce personalize and enhance user experiences by focusing on relevant information. Using tools like Prompt Builder, Pyne’s team recently developed a project management app within Salesforce, streamlining tasks like writing acceptance criteria and user stories. Pyne emphasized: “I want our guys to focus on designing and building, less on the admin.” AI Use Cases When considering AI and generative AI, DPD sees significant potential to reduce operational tasks. Pyne highlighted case summarization as an obvious application, given the millions of customer service cases created each year. Rolling Out Generative AI DPD adopts a cautious approach to rolling out new technologies like generative AI. Pyne explained: “It’s starting small, finding the right teams to be able to do it. But fundamentally, starting somewhere and making slow progressions into it to ensure we don’t scare everybody away.” Ensuring Security and Trust Security and trust are paramount for DPD. Pyne noted their robust IT security team scrutinizes every implementation. Fortunately, Salesforce’s security measures, such as data anonymization and preventing LLMs (Large Language Models) from learning from their data, provide peace of mind. Pyne concluded: “We can focus on what we’re good at and not worry about the rest because Salesforce has thought of everything for us.” 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

Read More
Salesforce and MySQL

Salesforce and MySQL

Salesforce CRM houses a wealth of customer data, encompassing interactions, leads, and purchase histories. However, without proper organization, these insights risk being lost in the shuffle. Get a handle on data with Salesforce and MySQL. MySQL, a free, open-source relational database management system (RDBMS) that acts as a digital filing cabinet for structured data, including customer information. Integrating Salesforce CRM with MySQL presents a compelling solution by establishing a seamless bridge between the two systems. This integration enables businesses to efficiently transfer customer data from Salesforce into MySQL, ensuring centralized, accessible, and analyzable data. Imagine having all customer data neatly organized within a single, searchable database, facilitating holistic insights that empower informed decision-making and personalized marketing campaigns. Let’s explore the significant benefits of integrating Salesforce CRM and MySQL, and how this synergy can revolutionize your business operations. Benefits of Integrating Salesforce CRM and MySQL How to Integrate Salesforce CRM and MySQL Integrating Salesforce CRM with MySQL involves leveraging Salesforce APIs for secure data communication and synchronization. Here’s a step-by-step approach: Common Challenges and Solutions Conclusion Integrating Salesforce CRM with MySQL represents a transformative approach to streamline data management and enhance operational efficiency. By combining Salesforce’s robust CRM capabilities with MySQL’s flexible database management, businesses can unlock real-time insights, improve customer engagement, and drive strategic growth initiatives seamlessly. Embrace the power of Salesforce CRM and MySQL integration to stay competitive in today’s data-driven landscape effortlessly. 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

Read More
Salesforce Spiff

Salesforce Spiff

Incentive Compensation Management Boost seller motivation and performance with incentive compensation management software that offers real-time commission visibility. Salesforce Spiff. Automate commission calculations, reduce administrative tasks, and improve departmental alignment with compensation plans geared for revenue growth. Automate Commissions and Motivate Sellers Enhance collaboration across departments and align go-to-market priorities with effective incentive compensation management. Customized Rep Statements Empower sellers by providing commission statements, tracking progress against goals, and estimating potential earnings. Use commission tracing functionality to eliminate confusion and align organizational priorities with seller motivations. In-App Comments and Notifications Manage questions, comments, and disputes efficiently within a single platform. Promote cross-organizational collaboration through real-time comments and notifications. Commission Estimator Allow sellers to predict future earnings by providing data-driven insights into incentive estimates early in the sales process. This helps sellers and managers focus on high-impact deals. Flexible Setup Quickly set up incentive compensation plans, adapting to changes in team structure or compensation complexity. Track all plan adjustments with an audit log. Powerful Automation and Workflows Automate complex commission structures, including accelerators, tiers, and triggers. Calculate thousands of statements in seconds to ensure accuracy and efficiency. Seamless Integrations Integrate CRM, ERP, HCM, payroll, or other systems to create a real-time, single source of truth for all commission needs. Data Accuracy Use machine learning to automatically match records, eliminating manual errors and providing a reliable single source of truth. Deep Audit Trail Add effective dates to any user, plan, or logic, and lock historical statements to maintain accuracy. Manage one-off changes without concern. Automated Expense Reporting Maintain compliance under ASC 606 and IFRS 15 with automated, audit-ready expense reports. Use an intuitive interface to manage exceptions, fringe benefits, and varied commission types. Salesforce and Spiff: A Strategic Acquisition After pausing mergers and acquisitions over the past year, Salesforce acquired Spiff at the end of 2023. Previously an AppExchange partner, Spiff provided robust incentive compensation management functionality, calculating commissions for sales based on closed-won deals. Integration into Sales Cloud Salesforce has integrated “Salesforce Spiff” into Sales Cloud, emphasizing the importance of Incentive Compensation Management (ICM) for high-performing companies. With 90% of top-performing companies using incentive programs, this acquisition enhances Salesforce’s offerings. Growth and Market Presence Before the acquisition, Spiff had 1,000 customers and was growing at 100% year-over-year. Salesforce’s market share of approximately 23% in the Sales CRM market indicates significant growth potential for ICM. The Importance of ICM ICM software addresses the complexity of commission calculations, including various percentages for new sales, renewals, bonuses for new customers, accelerators, and team incentives. Accurate calculations across large sales teams are crucial for maintaining motivation and performance. This is a huge time saver. From Excel to Cloud Technology While Excel spreadsheets have been a traditional solution for ICM, Spiff’s cloud technology offers greater functionality and user-friendliness. And it interfaces directly with Sales Cloud. How Salesforce Spiff Works Available as an add-on for Sales Cloud customers from May 2024, Salesforce Spiff offers: Enhanced User Experience The low-code builder simplifies the creation of commission plans, saving time compared to Excel. Real-time commission visibility allows sales users to see potential earnings, motivating them to pursue lucrative opportunities. Final Thoughts Sales roles are essential for driving business revenue. Tools like Spiff provide transparency into potential earnings, significantly impacting sales teams’ motivation and performance. Integrating Spiff into Sales Cloud enhances Salesforce’s value proposition, helping businesses optimize their sales processes and achieve better results. Availability Salesforce Spiff will be available as an add-on for Sales Cloud customers in May 2024. Non-Salesforce customers can also purchase the product from Salesforce.com/salesforcespiff starting May 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 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

Read More
AI-Powered Smarter Media

AI-Powered Smarter Media

Transforming Retail Media: Personalization and Faster Monetization with Smarter Media Dentsu, a leading growth and transformation partner, has announced a strategic collaboration with Salesforce, the world’s #1 AI-powered CRM, to launch Smarter Media—an innovative solution designed to accelerate retail media monetization through personalized buying experiences powered by AI. Why Smarter Media Matters With shifting consumer priorities, personalized retail experiences are more critical than ever. Salesforce research highlights that: Smarter Media addresses this growing demand by enabling retailers to quickly adapt, offering tailored buying experiences that strengthen customer loyalty while driving revenue. What is Smarter Media? Smarter Media combines the power of Salesforce’s ecosystem—including Media Cloud, Sales Cloud, and Marketing Cloud Engagement—to deliver an end-to-end retail media solution. The platform assesses a brand’s retail media maturity, identifies gaps, and creates a roadmap to optimize media, technology, and skills. The solution simplifies access to advanced media technology, empowering brands to connect with customers 24/7, expand their customer base, and nurture long-term relationships. Key Features and Benefits 1. Comprehensive Assessment 2. AI-Powered Personalization 3. Built for Retail Media Success 4. Quick and Easy Adoption How Smarter Media Works Smarter Media combines Salesforce Sales Cloud’s leading sales and pipeline management tools with Media Cloud’s Advertising Sales Management application. The result is a solution that seamlessly supports both simple and complex retailer models: Real-World Value Across Retail By addressing challenges like fragmented media strategies and inaccessible technology, Smarter Media delivers transformative value for retailers: Driving Innovation Together Paul Lynch, Integrated Solutions Lead for Commerce and Retail at Dentsu UK&I, shared: “Smarter Media will democratize cutting-edge technology for brands by providing a one-stop solution to create personalized buying experiences. In today’s experience economy, maintaining compelling customer relationships has never been more vital.” Christopher Dean, SVP and GM for Communications, Media & Entertainment at Salesforce, added: “By combining Salesforce Media Cloud’s industry-specific solutions with Dentsu’s creative retail media expertise, we’re making advanced media technology accessible for retailers, helping them thrive in a competitive market.” The Future of Retail Media Smarter Media from Dentsu and Salesforce offers a transformative approach to retail media, empowering brands to deliver personalized experiences, improve customer loyalty, and accelerate revenue growth—all while leveraging cutting-edge AI and automation. With its ability to deliver value in just six months, Smarter Media is the ultimate solution for retailers looking to succeed in today’s fast-paced, customer-centric market. 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

Read More
Cautionary AI Tale

A Cautionary AI Tale

Oliver Lovstrom, an AI student, wrote an interesting perspective on artificial intelligence, a cautionary AI tale, if you will. The Theory and Fairy Tale My first introduction to artificial intelligence was during high school when I began exploring its theories and captivating aspects. In 2018, as self-driving cars were gaining traction, I decided to create a simple autonomous vehicle for my final project. This project filled me with excitement and hope, spurring my continued interest and learning in AI. However, I had no idea that within a few years, AI would become significantly more advanced and accessible, reaching the masses through affordable robots. For instance, who could have imagined that just two years later, we would have access to incredible AI models like ChatGPT and Gemini, developed by tech giants? The Dark Side of Accessibility My concerns grew as I observed the surge in global cybersecurity issues driven by advanced language model-powered bots. Nowadays, it’s rare to go a day without hearing about some form of cybercrime somewhere in the world. A Brief Intro to AI for Beginners To understand the risks associated with AI, we must first comprehend what AI is and its inspiration: the human brain. In biology, I learned that the human brain consists of neurons, which have two main functions: Neurons communicate with sensory organs or other neurons, determining the signals they send through learning. Throughout our lives, we learn to associate different external stimuli (inputs) with sensory outputs, like emotions. Imagine returning to your childhood home. Walking in, you are immediately overwhelmed by nostalgia. This is a learned response, where the sensory input (the scene) passes through a network of billions of neurons, triggering an emotional output. Similarly, I began learning about artificial neural networks, which mimic this behavior in computers. Artificial Neural Networks Just as biological neurons communicate within our brains, artificial neural networks try to replicate this in computers. Each dot in the graph above represents an artificial neuron, all connected and communicating with one another. Sensory inputs, like a scene, enter the network, and the resulting output, such as an emotion, emerges from the network’s processing. A unique feature of these networks is their ability to learn. Initially, an untrained neural network might produce random outputs for a given input. However, with training, these networks learn to associate specific inputs with particular outputs, mirroring the learning process of the human brain. This capability can be leveraged to handle tedious tasks, but there are deeper implications to explore. The Wishing Well As AI technology advances, it begins to resemble a wishing well from a fairy tale—a tool that could fulfill any desire, for better or worse. In 2022, the release of ChatGPT and various generative AI tools astonished many. For the first time, people had free access to a system capable of generating coherent and contextually appropriate responses to almost any prompt. And this is just the beginning. Multimodal AI and the Next Step I explored multimodal AI, which allows the processing of data in different formats, such as text, images, audio, and possibly even physical actions. This development supports the “wishing well” hypothesis, but also revealed a darker side of AI. The Villains While a wishing well in fairy tales is associated with good intentions and moral outcomes, the reality of AI is more complex. The morality of AI usage depends on the people who wield it, and the potential for harm by a single bad actor is immense. The Big Actors and Bad Apples The control of AI technology is likely to be held by powerful entities, whether governments or private corporations. Speculating on their use of this technology can be unsettling. While we might hope AI acts as a deterrent, similar to nuclear weapons, AI’s invisibility and potential for silent harm make it particularly dangerous. We are already witnessing malicious uses of AI, from fake kidnappings to deepfakes, impacting everyone from ordinary people to politicians. As AI becomes more accessible, the risk of bad actors exploiting it grows. Even if AI maintains peace on a global scale, the issue of individuals causing harm remains—a few bad apples can spoil the bunch. Unexpected Actions and the Future AI systems today can perform unexpected actions, often through jailbreaking—manipulating models to give unintended information. While currently, the consequences might seem minor, they could escalate significantly in the future. AI does not follow predetermined rules but chooses the “best” path to achieve a goal, often learned independently from human oversight. This unpredictability, especially in multimodal models, is alarming. Consider an AI tasked with making pancakes. It might need money for ingredients and, determined by its learning, might resort to creating deepfakes for blackmail. This scenario, though seemingly absurd, highlights potential dangers as AI evolves with the growth of IoT, quantum computing, and big data, leading to superintelligent, self-managing systems. As AI surpasses human intelligence, more issues will emerge, potentially leading to a loss of control. Dr. Yildiz, an AI expert, highlighted these concerns in a story titled “Artificial Intelligence Does Not Concern Me, but Artificial Super-Intelligence Frightens Me.” Hope and Optimism Despite the fears surrounding AI, I remain hopeful. We are still in the early stages of this technology, providing ample time to course-correct. This can be achieved through recognizing the risks, fostering ethical AI systems, and raising a morally conscious new generation. Although I emphasized potential dangers, my intent is not to incite fear. Like previous industrial and digital revolutions, AI has the potential to greatly enhance our lives. I stay optimistic and continue my studies to contribute positively to the field. The takeaway from my story is that by using AI ethically and collaboratively, we can harness its power for positive change and a better future for everyone. This article by Oliver Lovstrom originally was published by Medium, here. 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

Read More

AI Agents

Lessons Learned in the First Year of Developing AI Agents In the first year of working on AI agents, valuable insights emerged from direct collaboration with engineers and UX designers, as they iterated on the overall product experience. The objective was to create a platform for customers to use standard data analysis agents and build custom agents tailored to specific tasks and data structures relevant to their business. This platform integrates connectors to databases like Snowflake and BigQuery with built-in security, supports RAG over a metadata layer describing database contents, and facilitates data analysis through SQL, Python, and data visualization tools. Feedback on the effectiveness of these developments came from both internal evaluations and customer insights. Users from Fortune 500 companies utilize these agents daily to analyze their internal data. Key Insights on AI Agents Additional Insights Further insights on code and infrastructure include: These lessons underscore the importance of focusing on reasoning, iterative improvements to the agent-computer interface, understanding model limitations, and building robust supporting infrastructure to enhance AI agent performance and user satisfaction. 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

Read More

An Eye on AI

Humans often cast uneasy glances over their shoulders as artificial intelligence (AI) rapidly advances, achieving feats once exclusive to human intellect. An Eye on AI should ease their troubled minds. AI-driven chatbots can now pass rigorous exams like the bar and medical licensing tests, generate tailored images and summaries from complex texts, and simulate human-like interactions. Yet, amidst these advancements, concerns loom large — fears of widespread job loss, existential threats to humanity, and the specter of machines surpassing human control to safeguard their own existence. Skeptics of these doomsday scenarios argue that today’s AI lacks true cognition. They assert that AI, including sophisticated chatbots, operates on predictive algorithms that generate responses based on patterns in data inputs rather than genuine understanding. Even as AI capabilities evolve, it remains tethered to processing inputs into outputs without cognitive reasoning akin to human thought processes. So, are we venturing into perilous territory or merely witnessing incremental advancements in technology? Perhaps both. While the prospect of creating a malevolent AI akin to HAL 9000 from “2001: A Space Odyssey” seems far-fetched, there is a prudent assumption that human ingenuity, prioritizing survival, would prevent engineering our own demise through AI. Yet, the existential question remains — are we sufficiently safeguarded against ourselves? Doubts about AI’s true cognitive abilities persist despite its impressive functionalities. While AI models like large language models (LLMs) operate on vast amounts of data to simulate human reasoning and context awareness, they fundamentally lack consciousness. AI’s creativity, exemplified by its ability to invent new ideas or solve complex problems, remains a simulated mimicry rather than authentic intelligence. Moreover, AI’s domain-specific capabilities are constrained by its training data and programming limitations, unlike human cognition which adapts dynamically to diverse and novel situations. AI excels in pattern recognition tasks, from diagnosing diseases to classifying images, yet it does so without comprehending the underlying concepts or contexts. For instance, in medical diagnostics or art authentication, AI can achieve remarkable accuracy in identifying patterns but lacks the interpretative skills and contextual understanding that humans possess. This limitation underscores the necessity for human oversight and critical judgment in areas where AI’s decisions impact significant outcomes. The evolution of AI, rooted in neural network technologies and deep learning paradigms, marks a profound shift in how we approach complex tasks traditionally performed by human experts. However, AI’s reliance on data patterns and algorithms highlights its inherent limitations in achieving genuine cognitive understanding or autonomous decision-making. In conclusion, while AI continues to transform industries and enhance productivity, its capabilities are rooted in computational algorithms rather than conscious reasoning. As we navigate the future of AI integration, maintaining a balance between leveraging its efficiencies and preserving human expertise and oversight remains paramount. Ultimately, the intersection of AI and human intelligence will define the boundaries of technological advancement and ethical responsibility in the years to come. 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

Read More
Salesforce Solutions for Defense

Salesforce Solutions for Defense

Defence Technology Solutions from Salesforce: Enabling Secure, Mission-Critical Operations Salesforce provides defense organizations with powerful technology solutions to deliver on their missions quickly and securely. By increasing IT flexibility, enhancing productivity, and safeguarding sensitive data in a secure, compliant cloud environment, Salesforce empowers defence organizations to achieve mission success with confidence. Salesforce Solutions for Defense. Modernizing Personnel Operations Salesforce streamlines workforce management and accelerates employee operations, providing a unified view of personnel and fast, digital workflows. Public sector organizations can transform hiring, recruiting, HR actions, IT requests, and employee services within a trusted operational hub. How It Works: Salesforce enhances productivity and digitizes government employee tasks throughout their lifecycle, from hire to retirement. Maximizing IT Agility Salesforce enables defence organizations to unlock data from legacy systems, cloud applications, and third-party platforms with an API-led approach, securely bridging on-premises and cloud environments. Rapid application development, consolidation, and system access become seamless with Salesforce’s low-code/no-code tools. How It Works: Salesforce compresses development cycles and increases flexibility, enabling defense organizations to deliver on mission objectives faster. Salesforce Solutions for Defense Delivering Successful Case Outcomes Salesforce supports the full case management lifecycle by integrating critical data points from multiple systems into a single, unified view. Defense organizations can empower caseworkers with purpose-built tools, ensuring successful case outcomes while reducing information silos and providing clients with the necessary support. How It Works: Salesforce creates a single source of truth for case management, enabling defense organizations to streamline workflows and improve service outcomes. By leveraging Salesforce’s defense technology solutions, organizations can modernize operations, maximize agility, and ensure successful case management outcomes, all while maintaining the highest levels of security and compliance. Salesforce Solutions for Defense from Tectonic. 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

Read More
Cost of Free Analytics

Cost of Free Analytics

Is It Time to Upgrade Your Web Analytics? For years, you might have relied on free web analytics tools, thinking they do the job or resigning yourself to an “it is what it is” mindset. But what if there’s a better way to truly understand your customers and supercharge your marketing efforts? Upgrading to a premium analytics solution could be a game changer for your brand and your peace of mind. What is the Cost of Free Analytics? It’s time to move beyond those so-called free tools (which aren’t really free when you factor in hidden costs) and invest in a robust analytics solution. The right tool can transform your approach—imagine saying goodbye to the hassle of patching together data or juggling disparate reports. With clear, comprehensive insights into customer interactions, you’ll make smarter, data-driven decisions across your business. The Pitfalls of Free Analytics Tools While free analytics tools might seem like a cost-effective choice, they come with significant drawbacks. They often offer limited functionality, delayed or incomplete data, siloed reporting, and compliance risks. Relying on these tools can lead to guesswork and errors, resulting in costly mistakes. Limited Functionality Free analytics tools barely skim the surface of what’s possible with data collection and reporting. They depend on third-party cookies and route your data through their servers, providing you with only partial insights. Essential features like persistent digital identity tracking, profile building, journey mapping, predictive analytics, and machine learning capabilities are typically missing. In contrast, premium tools leverage advanced algorithms and machine learning to unearth valuable data patterns and insights. For instance, a premium tool might reveal that users who view a product page after watching a related video are significantly more likely to make a purchase—information that could greatly influence your marketing strategy. Subpar Data Quality Free tools often lag in delivering real-time data, giving you an outdated snapshot of customer interactions. Timely data is crucial for agile marketing—without it, you risk missing out on opportunities and wasting ad spend. Stale data leads to missed chances and inefficiencies. Reporting Silos and Inaccuracies Free analytics solutions typically don’t integrate data across your organization, resulting in fragmented and siloed information. Different teams may have access to unaligned reports, often requiring multiple tools to piece together insights. This lack of a unified source of truth makes it impossible to get a comprehensive view of customer interactions across various touchpoints. Organizational Inefficiencies Managing free tools can be resource-intensive. They often require extensive tagging and manual upkeep, leading to increased costs and the risk of inaccurate data due to broken or altered tags. This inefficiency can impact long-term business decisions and strategic planning. Compliance Risks Free tools often involve sending your data to external servers, raising concerns about data loss, latency, and compliance with privacy regulations. These tools process your digital engagement and Personally Identifiable Information (PII) on their servers, complicating the task of maintaining regulatory standards and ensuring data security. The True Cost of Free Tools The reality is, “free” isn’t really free. The hidden costs and risks associated with free analytics tools can outweigh their benefits. While premium analytics solutions may seem expensive at first glance, they offer superior insights and performance improvements that provide a competitive edge. With accurate, real-time data and advanced features, investing in a premium tool is a decision that pays off. Remember, the old adage “nothing’s free” rings true—don’t jeopardize your brand’s success with subpar tools that end up costing more in the long run! 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

Read More
gettectonic.com