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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

2025 Life Sciences Industry Outlook: What’s Next?

The life sciences industry is poised for significant evolution in 2025 as it navigates a dynamic landscape shaped by digital transformation, competitive pressures, business volatility, and shifting customer needs. Despite potential challenges, industry leaders remain optimistic about growth in the coming year. Deloitte’s recently released 2025 Life Sciences Outlook, published on December 10, 2024, offers a comprehensive overview of the trends and forces expected to shape the industry in the upcoming year. Drawing from a global survey of life sciences executives conducted by the Deloitte U.S. Center for Health Solutions, the report highlights key focus areas that will drive transformation and innovation. Key Trends Shaping the Life Sciences Industry in 2025 1. Digital Transformation Digital transformation continues to be a cornerstone of growth and innovation for the life sciences sector. Executives anticipate accelerated adoption of digital tools, with particular emphasis on: To stay ahead, life sciences companies are investing in transformative technologies, robust cybersecurity, and digital tools that enhance R&D, employee productivity, and customer engagement. 2. Competitive Pressures The competitive landscape in 2025 will be shaped by several key challenges: To address these pressures, companies are focusing on innovation, expanding their portfolios, and targeting profitable disease areas. Strategies include improving R&D productivity, enhancing clinical trial diversity, leveraging real-world evidence, and aligning M&A activities with corporate objectives. 3. Business Volatility Economic and regulatory uncertainties are adding layers of complexity to the business environment. Key drivers of business volatility include: To mitigate these risks, life sciences companies are optimizing operating models, enhancing supply chain resilience, and implementing global risk mitigation strategies to safeguard operations against unforeseen disruptions. 4. Evolving Customer Needs The rise of personalized medicine and digital adoption among patients is transforming customer expectations. Advances in genomics, biomarkers, and precision medicine are enabling companies to deliver more effective treatments with fewer side effects. In response to these shifts, life sciences firms are prioritizing customer-centric strategies by: As one senior executive from a German pharmaceutical company explained, “With advances in genomics and biomarkers, we can provide patients with more precise treatment options. This not only improves efficacy but also significantly reduces side effects, allowing patients to have a better treatment experience.” Outlook for 2025 Despite challenges, the outlook for the life sciences industry in 2025 remains positive. With 75% of surveyed executives expressing optimism, the sector is positioned for growth driven by innovation, strategic investment, and a commitment to addressing evolving market demands. As the industry continues to adapt to internal and external pressures, its ability to leverage digital transformation, overcome competitive challenges, and meet shifting customer needs will define its success in the year ahead. The 2025 Life Sciences Outlook underscores the importance of proactive strategies, forward-thinking investments, and adaptability in navigating this transformative era. By embracing these trends, life sciences companies can position themselves for sustainable growth and innovation 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 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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MoEngage Unveils New Tools to Help Marketers Adapt to Consumer Trends

MoEngage Unveils New Tools to Help Marketers Adapt to Consumer Trends

MoEngage, a leading cross-channel customer engagement platform, has launched new features designed to help marketers quickly adapt to shifting consumer behaviors. These updates, introduced at the bi-annual MoEngage NEXT event, include Connected Apps for seamless data integration, a Salesforce CRM integration for streamlined data exchange, and Coupons for managing single-use discounts. “Our new capabilities reinforce our commitment to empowering marketers with tools to understand and adapt to evolving consumer expectations,” said Raviteja Dodda, CEO and Co-Founder of MoEngage. “These innovations enable our clients to scale personalized engagement based on individual preferences and behaviors.” Tackling Fragmented Engagement Tools Marketers often struggle to deliver personalized experiences due to disconnected engagement tools and data silos. To bridge this gap, MoEngage introduced Connected Apps, a low-code framework that integrates data across messaging platforms, advertising channels, IVR systems, data warehouses, and chatbots. Enhanced Integration with Salesforce CRM The new bi-directional native integration with Salesforce CRM simplifies data exchange between the two platforms. Marketers can now trigger real-time personalized campaigns without needing costly custom integrations. This integration not only improves efficiency but also reduces operational costs. Streamlining Coupon Management To enhance customer engagement, MoEngage launched Coupons, a feature that helps marketers allocate and manage single-use discount codes from a centralized dashboard. The tool includes real-time updates on coupon status, alerts for shortages and expiration dates, and ingestion tracking, ensuring smooth campaign execution while optimizing costs. Driving Scalable and Personalized Engagement With these innovations, MoEngage continues to solidify its position as a go-to platform for marketers seeking to adapt quickly to consumer trends. By addressing common pain points like data fragmentation and inefficient tools, MoEngage enables marketers to deliver meaningful, personalized customer experiences at scale. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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salesforce for manufacturing

Salesforce for Manufacturing

Salesforce for Manufacturing: Field Service Spark that Fuels Operational Excellence Traffic control ensures vehicles stay on course, avoid disruptions, and arrive safely, safeguarding travelers. Similarly, Salesforce Field Service (formerly known as Salesforce Field Service Lightning) acts as the traffic cop for effective field service management, ensuring seamless operations. It assigns the right tasks to the right technicians with real-time updates and provides essential tools for optimal efficiency. This comprehensive platform addresses routing needs while streamlining processes to boost operational outcomes. “The key is not to prioritize what’s on your schedule, but to schedule your priorities.” – Stephen Covey Salesforce Field Service eliminates guesswork in scheduling. By leveraging data-driven strategies, it enhances operational efficiency and integrates effortlessly into manufacturing workflows. Implementation of this platform results in a 32% increase in mobile worker productivity, making it an essential solution for manufacturers today. To unlock its full potential, partnering with a Salesforce consulting expert like Tectonic ensures the solution is tailored to your specific needs. In this insight, we’ll explore how Salesforce Field Service can optimize manufacturing operations, improve productivity, and transform field service management into a streamlined and efficient process. Understanding Salesforce for Manufacturing Traffic control’s efforts to ensure smooth operations mirror the complexity of managing manufacturing field service tasks. Manufacturers often face challenges such as technician scheduling difficulties and communication breakdowns. Salesforce Field Service effectively addresses these issues with features like: With Salesforce Field Service, manufacturers achieve control, visibility, and operational efficiency, transforming chaos into coordinated success. 90% of decision-makers say their company invests in specialized technology to improve mobile worker productivity. – Salesforce Benefits of Salesforce Field Service in Manufacturing Salesforce Use Cases for Manufacturing Real-Life Success Stories with Salesforce Field Service Why Tectonic is the Ideal Partner for Salesforce Field Service Implementation Problem Statement: A leading electrical appliance manufacturer struggled with outdated manual scheduling, inefficient workflows, and excessive field visits, negatively impacting efficiency and customer satisfaction. Solution Offered: Salesforce implemented Salesforce Service Cloud integrated with Field Service, optimizing scheduling, dispatching, and field operations for enhanced productivity and superior customer service. Results Achieved: Your Path to Field Service Excellence Just as traffic control ensures safe and timely travelts, Salesforce Field Service organizes and streamlines field operations. With its capabilities for real-time scheduling, proactive maintenance, and optimized routing, it becomes an invaluable resource for manufacturers. Tectonic’s Salesforce consulting expertise ensures your manufacturing needs are met with precision. By implementing a tailored solution, you’ll unlock operational efficiency, enhance customer satisfaction, and drive business growth. Contact us now to take your manufacturing success to the next level! 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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Agentforce Custom AI Agents

Agentforce Custom AI Agents

Salesforce Introduces Agentforce: A New AI Platform to Build Custom Digital Agents Salesforce has unveiled Agentforce, its latest AI platform designed to help companies build and deploy intelligent digital agents to automate a wide range of tasks. Building on Salesforce’s generative AI advancements, Agentforce integrates seamlessly with its existing tools, enabling businesses to enhance efficiency and decision-making through automation. Agentforce Custom AI Agents. With applications like generating reports from sales data, summarizing Slack conversations, and routing emails to the appropriate departments, Agentforce offers businesses unprecedented flexibility in automating routine processes. The Problem Agentforce Solves Salesforce’s journey in AI began in 2016 with the launch of Einstein, a suite of AI tools for its CRM software. While Einstein automated some tasks, its capabilities were largely predefined and lacked the flexibility to handle complex, dynamic scenarios. The rapid evolution of generative AI opened new doors for improving natural language understanding and decision-making. This led to innovations like Einstein GPT and later Einstein Copilot, which laid the foundation for Agentforce. With Agentforce, businesses can now create prebuilt or fully customizable agents that adapt to unique business needs. Agentforce Custom AI Agents “We recognized that our customers want to extend the agents we provide or build their own,” said Tyler Carlson, Salesforce’s Vice President of Business Development. How Agentforce Works At the heart of Agentforce is the Atlas Reasoning Engine, a proprietary technology developed by Salesforce. It leverages advanced techniques like ReAct prompting, which allows AI agents to break down problems into steps, reason through them, and iteratively refine their actions until they meet user expectations. Key Features: Ensuring Security and Compliance Given the potential risks of integrating third-party LLMs, Salesforce has implemented robust safeguards, including: AI in Action: Real-World Applications One notable use case of Agentforce is its collaboration with Workday to develop an AI Employee Service Agent. This agent helps employees find answers to HR-related questions using a company’s internal policies and documents. Another example involves agents autonomously managing general email inboxes by analyzing message intent and forwarding emails to relevant teams. “These agents are not monolithic or tied to a single LLM,” Carlson explained. “Their versatility lies in combining different models and technologies for better outcomes.” Measuring Success Salesforce gauges Agentforce’s success through client outcomes and platform adoption. For example, some users report that Agentforce resolves up to 90% of customer inquiries autonomously. Looking ahead, Salesforce aims to expand the Agentforce ecosystem significantly. “By next year, we want thousands of agent skills and topics available for customers to leverage,” Carlson added. A Platform for the Future of AI Agentforce represents Salesforce’s vision of creating autonomous AI agents that empower businesses to work smarter, faster, and more efficiently. With tools like Agentbuilder and integrations across its ecosystem, Salesforce is positioning Agentforce as a cornerstone of AI-led innovation, helping businesses stay ahead in a rapidly evolving technological landscape. 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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Agentforce to the Team

Salesforce has officially launched Agentforce

Agentforce goes beyond traditional chatbots and copilots, leveraging advanced reasoning to perform tasks like resolving customer issues, qualifying leads, and optimizing marketing campaigns—all without human intervention. Triggered by data changes, business rules, automations, or API signals, Agentforce executes actions independently. Companies like OpenTable, Saks, and Wiley are already harnessing Agentforce to enhance employee productivity, expand their workforce, and elevate customer experiences.

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Cyber Insurance

Cyber Insurance

Navigating Cyber Insurance in an Evolving Threat Landscape The rapidly shifting cyberthreat landscape presents unique challenges for healthcare organizations and underwriters navigating cyber insurance coverage decisions. Cyber liability insurance plays a crucial role in shielding healthcare providers from the mounting costs associated with data breaches and cyberattacks, which now average $9.77 million per incident in the healthcare sector, according to IBM. The Challenges of Retaining Cyber Insurance Healthcare, among other heavily targeted sectors, faces difficulties in securing and maintaining affordable cyber insurance. The constantly evolving threat landscape impacts risk profiles, which drives up premiums and complicates coverage retention. Although year-over-year premium growth plateaued in the U.S. in 2023, 79% of respondents in a Delinea survey still reported increased insurance costs, with 67% experiencing premium hikes between 50% and 100%. As high-profile healthcare cyberattacks and increasing cyber risks persist, navigating the insurance landscape remains a significant challenge. Additionally, the lag in processing claims makes it difficult to anticipate how underwriters will respond to these changing threats. How the Evolving Threat Landscape Impacts Cyber Insurance Obtaining adequate cyber insurance coverage can be challenging in today’s risk-heavy environment. Unlike traditional insurance, where risks remain static, cyber risks constantly evolve to counteract security controls. “Cyber insurance risk adjusters face a unique challenge; unlike fires, which aren’t actively trying to burn you in new ways, cyberthreats are constantly adapting to bypass existing protections,” said Christopher Henderson, senior director of threat operations at Huntress. This continuous adaptation often means that by the time underwriting is complete, a risk assessment may already be outdated. Shifts in the threat landscape are driving changes in cyber insurance questionnaires. While in 2023 insurers focused on remote access tools, vulnerability management, and administrative access controls, the focus in 2024 shifted to include multifactor authentication (MFA) and identity-based attack prevention. This shift highlights the need for organizations to adapt to new requirements in cyber insurance as cybercriminals add new tactics to their playbooks. Adapting Insurance to Emerging Threats As cyberthreat tactics evolve, insurers may adjust policy terms to keep pace with the latest risks. Henderson suggests that insurers could move toward shorter underwriting cycles, possibly even six-month periods, to better align with the rapidly shifting cyber landscape. Mitigating Risk and Controlling Cyber Costs Several factors influence cyber insurance premiums, including organizational size and security posture. For healthcare providers, adhering to industry standards like SOC 2 and ISO 27001 can demonstrate compliance with best practices, improving coverage terms and potentially lowering premiums. Healthcare organizations using the NIST Cybersecurity Framework (CSF) as their primary security standard reported lower premium increases compared to those without this framework, according to a 2024 report by KLAS Research, Censinet, and the American Hospital Association. Henderson emphasizes the importance of layering new strategies with proven, traditional ones: “While staying vigilant against newer tactics like social engineering and identity-based attacks, maintaining consistent, auditable identity verification and MFA protocols remains crucial.” Despite upfront costs, cyber insurance can significantly reduce financial impact during cybersecurity incidents. For example, a 2024 Sophos report found that organizations with cyber insurance saw an average ransomware recovery cost of $2.94 million compared to $3.48 million for those without coverage. Navigating cyber insurance can be complex for healthcare organizations, but careful attention to risks and proactive security measures can help them secure the right coverage at sustainable rates. 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

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Salesforce Strategies to Improve a Nonprofit

Salesforce Strategies to Improve a Nonprofit

Transforming Nonprofit Operations with Salesforce: Lessons from a Real-Life Success Story Actionable insights for nonprofits to streamline operations and amplify impact-Salesforce Strategies to Improve a Nonprofit Running a nonprofit is challenging enough without the added frustration of disjointed systems. Many nonprofits grapple with scattered databases, isolated email tools, and incompatible fundraising platforms, resulting in inefficiencies and operational headaches. When systems operate in silos, teams waste time on manual data entry and backtracking, which hinders program delivery and donor engagement—putting the mission at risk. Enter Salesforce Nonprofit Cloud, a transformative platform designed to centralize operations, improve donor communication, and provide actionable insights. With 93% of Salesforce users reporting positive ROI, the platform empowers nonprofits to focus on what matters most: driving impact. Salesforce can revolutionize nonprofit operations. Case Study: Supporting Families Through Salesforce Client: Children’s Organization for displaced children in Ukraine Mission: To help children separated from their families during the war in Ukraine by providing bilingual, family-narrated audiobooks and beautifully illustrated storybooks. Challenge:While Better Time Stories had a meaningful mission, their operational processes were a roadblock. Their delivery system struggled with: The Approach 1. Goals Set Results With these optimizations, Better Time Stories significantly improved delivery success: Continuous system support ensured seamless operations and enhanced the organization’s ability to meet its mission. Key Strategies for Nonprofits Using Salesforce 1. Automate Donation and Impact Tracking 2. Personalize Donor Journeys 3. Create Custom Workflows 4. Integrate Salesforce with Other Tools 5. Enable Advanced Reporting 6. Build Volunteer and Beneficiary Portals 7. Leverage AI for Strategic Decisions 8. Design Scalable Data Architecture 9. Conduct Regular Health Checks Conclusion Nonprofits need solutions that simplify operations and maximize impact. Salesforce Nonprofit Cloud offers the tools to centralize processes, enhance donor engagement, and drive mission-critical outcomes. By following these strategies and working with an experienced implementation partner, your nonprofit can achieve operational excellence and focus on delivering meaningful results. Ready to transform your nonprofit operations with Salesforce? Let’s make it happen! 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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AI Energy Solution

AI Energy Solution

Could the AI Energy Solution Make AI Unstoppable? The Rise of Brain-Based AI In 2002, Jason Padgett, a furniture salesman from Tacoma, Washington, experienced a life-altering transformation after a traumatic brain injury. Following a violent assault, Padgett began to perceive the world through intricate patterns of geometry and fractals, developing a profound, intuitive grasp of advanced mathematical concepts—despite no formal education in the subject. His extraordinary abilities, emerging from the brain’s adaptation to injury, revealed an essential truth: the human brain’s remarkable capacity for resilience and reorganization. This phenomenon underscores the brain’s reliance on inhibition, a critical mechanism that silences or separates neural processes to conserve energy, clarify signals, and enable complex cognition. Researcher Iain McGilchrist highlights that this ability to step back from immediate stimuli fosters reflection and thoughtful action. Yet this foundational trait—key to the brain’s efficiency and adaptability—is absent from today’s dominant AI models. Current AI systems, like Transformers powering tools such as ChatGPT, lack inhibition. These models rely on probabilistic predictions derived from massive datasets, resulting in inefficiencies and an inability to learn independently. However, the rise of brain-based AI seeks to emulate aspects of inhibition, creating systems that are not only more energy-efficient but also capable of learning from real-world, primary data without constant retraining. The AI Energy Problem Today’s AI landscape is dominated by Transformer models, known for their ability to process vast amounts of secondary data, such as scraped text, images, and videos. While these models have propelled significant advancements, their insatiable demand for computational power has exposed critical flaws. As energy costs rise and infrastructure investment balloons, the industry is beginning to reevaluate its reliance on Transformer models. This shift has sparked interest in brain-inspired AI, which promises sustainable solutions through decentralized, self-learning systems that mimic human cognitive efficiency. What Brain-Based AI Solves Brain-inspired models aim to address three fundamental challenges with current AI systems: The human brain’s ability to build cohesive perceptions from fragmented inputs—like stitching together a clear visual image from saccades and peripheral signals—serves as a blueprint for these models, demonstrating how advanced functionality can emerge from minimal energy expenditure. The Secret to Brain Efficiency: A Thousand Brains Jeff Hawkins, the creator of the Palm Pilot, has dedicated decades to understanding the brain’s neocortex and its potential for AI design. His Thousand Brains Theory of Intelligence posits that the neocortex operates through a universal algorithm, with approximately 150,000 cortical columns functioning as independent processors. These columns identify patterns, sequences, and spatial representations, collaborating to form a cohesive perception of the world. Hawkins’ brain-inspired approach challenges traditional AI paradigms by emphasizing predictive coding and distributed processing, reducing energy demands while enabling real-time learning. Unlike Transformers, which centralize control, brain-based AI uses localized decision-making, creating a more scalable and adaptive system. Is AI in a Bubble? Despite immense investment in AI, the market’s focus remains heavily skewed toward infrastructure rather than applications. NVIDIA’s data centers alone generate 5 billion in annualized revenue, while major AI applications collectively bring in just billion. This imbalance has led to concerns about an AI bubble, reminiscent of the early 2000s dot-com and telecom busts, where overinvestment in infrastructure outpaced actual demand. The sustainability of current AI investments hinges on the viability of new models like brain-based AI. If these systems gain widespread adoption within the next decade, today’s energy-intensive Transformer models may become obsolete, signaling a profound market correction. Controlling Brain-Based AI: A Philosophical Divide The rise of brain-based AI introduces not only technical challenges but also philosophical ones. Scholars like Joscha Bach argue for a reductionist approach, constructing intelligence through mathematical models that approximate complex phenomena. Others advocate for holistic designs, warning that purely rational systems may lack the broader perspective needed to navigate ethical and unpredictable scenarios. This philosophical debate mirrors the physical divide in the human brain: one hemisphere excels in reductionist analysis, while the other integrates holistic perspectives. As AI systems grow increasingly complex, the philosophical framework guiding their development will profoundly shape their behavior—and their impact on society. The future of AI lies in balancing efficiency, adaptability, and ethical design. Whether brain-based models succeed in replacing Transformers will depend not only on their technical advantages but also on our ability to guide their evolution responsibly. As AI inches closer to mimicking human intelligence, the stakes have never been higher. 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

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dynamic filters in reports

Dynamic Filters in Salesforce Reports

Revolutionizing Salesforce Reports with Winter ’25Have you explored the Dynamic Filters in reports introduced in the Winter ’25 release? Gone are the days of creating separate reports every time you need a slightly different view. With Dynamic Filters, you can modify your report filters on the fly—no more starting from scratch! ✅ Save Hours of time.✅ Get tailored insights instantly.✅ Perfect for those “I need this data, but sliced differently” moments in meetings. This feature supercharges your reports with unmatched flexibility and efficiency. It’s a game-changer for Salesforce teams, leaving many wondering, “Why didn’t we have this sooner?” Understanding Dynamic Reports in Salesforce Dynamic reports allow users to adjust filter criteria in real time while running the report, eliminating the need for fixed filter values. With filters like “current user,” “current month,” or “my opportunities,” these reports adapt based on who is running them or the context, providing more relevant insights. Key Features: How to Create Dynamic Reports in Salesforce Here’s how you can set up a dynamic report step by step: Dynamic Dashboards in Salesforce A dynamic dashboard displays data tailored to the specific user viewing it, unlike standard dashboards, which show static data for a specific user or report owner. Benefits of Dynamic Dashboards: How to Create a Dynamic Dashboard Conclusion Dynamic Filters and Dashboards in Salesforce are powerful tools to streamline reporting and boost efficiency. By eliminating the need for static reports and dashboards, they allow for real-time adjustments and personalized data views, making your analytics more actionable and user-friendly. Want to level up your Salesforce reporting game? Dive deeper into the guides for creating dashboards, advanced filters, and leveraging analytics to maximize your Salesforce potential. Whether you’re an admin or a sales leader, these tools will transform how you approach data insights. 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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human centered ai

Human-Centered AI

Be the change you want to see in the artificial intelligence world. Or scramble to catch up. Hope Is Not Lost for Human-Centered AIHow designers can lead the charge in creating AI that truly benefits humanity. The rapid proliferation of Artificial Intelligence (AI) brings with it a range of ethical and societal concerns. From inherent biases in datasets to fears of widespread job displacement, these challenges often feel like inevitable trade-offs as AI becomes deeply embedded in our lives. However, hope remains. Human-centered AI—designed to be fair, transparent, and genuinely beneficial—is not only possible but achievable when crafted with intentionality. For UX professionals, this is an opportunity to drive the creation of AI systems that empower rather than overshadow human capabilities. A Quick Note on AI Literacy To make meaningful contributions to AI product development, designers need a foundational understanding of how AI works. While a PhD in machine learning isn’t necessary, being an informed practitioner is essential. Think of learning about AI like learning to invest. At first, it seems daunting—what even is an ETF? But with time, the jargon and processes become familiar. Similarly, while you don’t need to be a machine-learning expert to work with AI, understanding its basics is critical. AI refers broadly to a computer’s ability to mimic human thought, while machine learning (ML)—a subset of AI—enables systems to learn from data. Unlike traditional programming, where explicit instructions are coded line by line, ML models identify patterns within training datasets. These models then function as “black boxes,” generating outputs based on user inputs—though the inner workings are often opaque. Understanding these fundamentals empowers designers to bridge the gap between AI’s technical potential and its real-world application. Design-Led AI Ideally, designers are involved from the very beginning of AI product development—during the discovery phase. Here, we evaluate whether AI is the right solution for a given problem, ensuring user needs drive decisions rather than the allure of flashy tech. Key questions to ground AI solutions in user needs include: Basic AI literacy allows designers to make informed judgments and collaborate effectively with engineers. Engaging early ensures that AI solutions are designed to adapt to users—not the other way around. But what happens when design isn’t brought in until after AI decisions have been made? Design-Guarded AI Even when AI is a foregone conclusion, designers can still shape outcomes by focusing on the two areas where users interact directly with AI: inputs and outputs. Input Design Whether inputs involve transaction data, images, or text prompts, the method of collection must be intuitive and user-friendly. Established design principles, such as affordances, help ensure clarity and simplicity. For example: Frequent user testing ensures input methods align with real workflows and pain points. The result? Streamlined, user-centric experiences that reduce friction and save time. Output Design Designing outputs requires a focus on transparency and mitigating automation bias—the tendency to over-rely on AI. Users must understand that AI is fallible. For instance: AI should act as a collaborator, not an authority. Outputs must empower users to make informed choices while supporting their next steps within a seamless workflow. Ethics Must Take Center Stage No discussion of human-centered AI is complete without addressing ethics. Designers must champion transparency, inclusivity, and fairness throughout the product lifecycle. Questions around bias, privacy, and unintended consequences must be raised early and revisited often. While ethical considerations may sometimes conflict with short-term business goals, prioritizing them is essential for building AI that serves humanity in the long term. These conversations won’t always be easy—but they are necessary. As designers, we have the tools and responsibility to ensure AI remains a force for good. By advocating for human-centered design principles, we can help shape an AI-powered future that enhances human potential rather than undermining it. 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

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Salesforce adds Testing Center to Agentforce for AI agents

Salesforce adds Testing Center to Agentforce for AI agents

Salesforce Unveils Agentforce Testing Center to Streamline AI Agent Lifecycle Management Salesforce has introduced the Agentforce Testing Center, a suite of tools designed to help enterprises test, deploy, and monitor autonomous AI agents in a secure and controlled environment. These innovations aim to support businesses adopting agentic AI, a transformative approach that enables intelligent systems to reason, act, and execute tasks on behalf of employees and customers. Agentforce Testing Center: A New Paradigm for AI Agent Deployment The Agentforce Testing Center offers several key capabilities to help businesses confidently deploy AI agents without risking disruptions to live production systems: Supporting a Limitless Workforce Adam Evans, EVP and GM for Salesforce AI Platform, emphasized the importance of these tools in accelerating the adoption of AI agents: “Agentforce is helping businesses create a limitless workforce. To deliver this value fast, CIOs need new tools for testing and monitoring agentic systems. Salesforce is meeting the moment with Agentforce Testing Center, enabling companies to roll out trusted AI agents with no-code tools for testing, deploying, and monitoring in a secure, repeatable way.” From Testing to Deployment Once testing is complete, enterprises can seamlessly deploy their AI agents to production using Salesforce’s proprietary tools such as Change Sets, DevOps Center, and the Salesforce CLI. Additionally, the Digital Wallet feature offers transparent usage monitoring, allowing teams to track consumption and optimize resources throughout the AI development lifecycle. Customer and Analyst Perspectives Shree Reddy, CIO of PenFed, praised the potential of Agentforce and Data Cloud Sandboxes: “By enabling rigorous pre-deployment testing, we can deliver faster, more accurate support and recommendations to our members, aligning with our commitment to financial well-being.” Keith Kirkpatrick, Research Director at The Futurum Group, highlighted the broader implications: “Salesforce is instilling confidence in AI adoption by testing hundreds of variations of agent interactions in parallel. These enhancements make it easier for businesses to pressure-test autonomous systems and ensure reliability.” Availability With these tools, Salesforce solidifies its leadership in the agentic AI space, empowering enterprises to adopt AI systems with confidence and transform their operations at scale. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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