Salesforce and Blue Shield of California are launching an AI-driven system to streamline healthcare approvals, aiming to cut down prior authorization wait times from weeks to, potentially, the same day. This partnership, leveraging Salesforce’s healthcare cloud, integrates patient data to streamline approvals while retaining clinician oversight, ensuring AI decisions are always reviewed by a human expert.
How Salesforce Agents are Transforming Internal Workflows Salesforce CIO and Executive Vice President Juan Perez, with three decades of IT leadership experience, is leading the charge in deploying generative AI solutions like Agentforce within Salesforce. Perez’s approach reflects lessons learned during his tenure at UPS, where he oversaw IT operations for a global enterprise. His strategies emphasize scalability, data strategy, and modernization to support growth, with AI now playing a pivotal role. UPS Lessons Applied to Salesforce Perez draws on his UPS experience in managing IT at scale to navigate Salesforce’s needs as a growing enterprise. At UPS, he managed a complex, global IT organization supporting diverse operations, from running an airline to ensuring timely package delivery. Similarly, Salesforce’s IT strategy prioritizes scalable solutions, robust data strategies, and AI integration. “Salesforce intelligently realized the importance of leveraging its own technologies, including AI, to modernize and support growth,” Perez explains. Generative AI’s Transformative Potential Perez views generative AI (GenAI) as a transformative force on par with the internet’s emergence in the 1990s. By reducing the time spent on data analysis and decision-making, AI enables teams to focus on actions that improve productivity and customer service. While GenAI isn’t a solution in itself, Perez sees it as an enabler that amplifies human efforts. Evaluating and Integrating AI in Salesforce’s Stack Salesforce adopts a rigorous, multi-step approach to evaluate new technologies, including large language models (LLMs) and generative AI tools. Perez outlines a “filtering mechanism” for implementation: This structured approach ensures AI investments are both impactful and sustainable. Measuring AI’s ROI To quantify the impact of AI, Salesforce evaluates metrics like lines of code generated using AI tools and time saved through automation. In one example, approximately 26% of production-ready code in a recent deployment was AI-generated. This efficiency is factored into planning and budgeting, allowing resources to be reallocated to other initiatives. Mitigating “Shadow AI” Risks Perez warns against “shadow AI,” where decentralized or unmanaged AI implementations can lead to security, data privacy, and investment inefficiencies. He stresses the need for visibility and governance to prevent these risks. To address this, Salesforce has established an AI Council that is evolving into an Agentforce Center of Excellence. This body ensures responsible development, aligns projects with organizational goals, and maintains oversight of AI implementations across the enterprise. Responsible and Scalable AI Adoption Salesforce’s commitment to using its own products extends to Agentforce, a generative AI suite designed to streamline internal workflows. With a focus on governance, scalability, and measurable impact, Salesforce sets a benchmark for AI adoption. As Perez explains, “We ensure our AI solutions are safe, effective, and capable of driving significant value while remaining aligned with our strategic goals.” By combining rigorous evaluation, measurable outcomes, and proactive governance, Salesforce demonstrates how AI can transform workflows while mitigating risks. 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
Customer Relationship Management (CRM) systems are the backbone of modern business operations, orchestrating customer interactions, data management, and process automation. As businesses embrace advanced AI, the potential for transformative growth is clear—automating workflows, personalizing customer experiences, and enhancing operational efficiency. However, deploying large language model (LLM) agents in CRM systems demands rigorous, real-world evaluations to ensure they meet the complexity and dynamic needs of professional environments.
Is Travel Retail Ready for Gen Z? New Research Highlights Gaps in Alignment The latest research from Swiss-based travel retail agency m1nd-set sheds light on the shopping and travel behaviors of Gen Z—a group poised to become the largest segment of traveling shoppers within the next few years. The findings reveal a pressing need for the travel retail industry to better align its offerings with the unique expectations and values of this influential generation. Gen Z: A Generation with Distinct Values and Habits Peter Mohn, CEO and Owner of m1nd-set, emphasized the importance of prioritizing Gen Z consumers, noting their markedly different behaviors compared to other generations. “Like the focus placed on Millennials and Chinese consumers in recent years, it’s critical to give equal or greater attention to Gen Z. This generation exhibits distinct traits, particularly in their consumer habits, lifestyle preferences, and media consumption,” Mohn said. Key insights from m1nd-set’s research include: How Gen Z is Reshaping Travel and Retail The research highlights how Gen Z is redefining the travel industry by prioritizing experiences that are authentic, eco-conscious, and culturally meaningful over traditional luxury goods and activities. “Gen Zs are reshaping tourism,” Mohn explained, “by focusing on flexible, short-haul travel and unique experiences. They spend a significant portion of their budgets on international travel, favoring local and sustainable options over dining or shopping at home. Cultural experiences resonate far more than nightlife or traditional tourism.” Key data points from m1nd-set’s study include: Challenges in Engaging Gen Z in Travel Retail Despite their growing presence, the research highlights key challenges in converting Gen Z travelers into loyal shoppers in duty-free and travel retail spaces: Opportunities for Travel Retail: Winning Over Gen Z Mohn emphasized the vital role of shop floor sales staff in boosting Gen Z conversion rates, noting that interactions with staff positively influence purchase decisions for over 70% of Gen Z shoppers who engage with them. To capture the attention of this discerning generation, m1nd-set recommends that travel retail businesses: A Generation of Growing Influence By 2030, Gen Z and their successors, Gen Alpha, are expected to spend three times as much as all other generations combined. Currently, Gen Z already wields a staggering $200 billion in spending power, solidifying their position as a key demographic for travel retail. However, to fully tap into this potential, the industry must evolve quickly to meet the demands of this purpose-driven, tech-savvy, and sustainability-focused generation. As Mohn concluded, “Travel retail must become more than just a place to shop—it should be an engaging, socially conscious destination that resonates deeply with Gen Z values.” 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
Why Salesforce Chose a Human-First Approach to Promote AI Salesforce won Gold in the Use of GenAI category at The Drum Awards for Advertising by creatively addressing AI-related concerns while demonstrating the power of responsible AI adoption. Here’s a look at the award-winning campaign. Salesforce Chose a Human-First Approach to Promote AI. The Challenge The rapid adoption of AI last year triggered widespread anxiety. Many professionals felt their jobs were at risk, and concerns grew over AI’s trustworthiness, ethical implications, and potential to replace human talent. Businesses needed to address this apprehension while showcasing the transformative potential of AI in a responsible manner. The Strategy Amid the rising uncertainty, Salesforce saw an opportunity to lead the conversation by aligning the campaign with one of its core values: innovation. Rather than positioning AI as an independent solution, Salesforce sought to show that its true power lies in the hands of creative humans who apply it thoughtfully. The campaign aimed to demonstrate that AI isn’t inherently good or bad—it’s a tool, and its impact depends on how it’s used. Salesforce’s creative and production teams integrated generative AI as an assistant, ensuring that AI enhanced human creativity rather than replacing it. This approach positioned Salesforce as a leader in responsible AI adoption, both within the creative industry and across broader business applications. The Campaign Execution Salesforce embraced a “walk the walk” approach to responsible AI by using generative AI tools to assist, not replace, its human creatives. The result was a campaign that resonated deeply with Salesforce’s target audience of business decision-makers, sparking conversations around trust and innovation. The Results The Ask More of AI campaign achieved exceptional outcomes across various metrics: Salesforce Chose a Human-First Approach to Promote AI By adopting a balanced approach—leveraging AI to enhance human creativity without replacing it—Salesforce successfully addressed AI-related fears while positioning itself as a trusted innovator. The campaign not only elevated Salesforce’s brand but also set a benchmark for responsible AI use in marketing. Through “Ask More of AI,” Salesforce demonstrated that trust and purpose are the cornerstones of unlocking AI’s potential. 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
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
How to Deploy Metadata to Salesforce Orgs: A Step-by-Step Guide Deploying metadata effectively is critical for building Salesforce orgs that align with your business goals. However, deployment processes often hit roadblocks due to missed dependencies, overwritten changes, or failed deployments at the end of development cycles. Deploy Metadata to Salesforce Orgs. As your team grows and business requirements become more complex, finding a deployment solution that works for everyone may feel overwhelming. While Salesforce’s clicks-not-code philosophy simplifies development, deployments can create bottlenecks if your process isn’t robust. Whether you’re working with custom objects, Flows, or Apex code, this guide will help you streamline your metadata deployments for the whole team. Understanding Salesforce Metadata Deployment Options Salesforce offers several methods for deploying metadata, most of which leverage the Metadata API. This API facilitates metadata transfers between Salesforce orgs or between orgs and version control systems like Git. Although most metadata types are supported by the API, a few exceptions exist. Fortunately, these unsupported types are rarely critical, ensuring the API remains a dependable foundation for most deployment needs. Change Sets: The Starting Point Salesforce’s change sets are often the default tool for new users. These provide a clicks-not-code approach and are easy to enable within the Salesforce UI. However, their limitations can hinder long-term scalability and DevOps maturity. Using Change Sets Limitations of Change Sets For teams seeking a scalable deployment solution, change sets often fall short. DevOps Center: Salesforce’s Modern Alternative Salesforce’s DevOps Center offers an improved approach to metadata deployments, especially for teams adopting collaborative and source-driven development workflows. Benefits of DevOps Center Limitations of DevOps Center While DevOps Center is a significant improvement over change sets, it may not fully meet the needs of growing teams striving for DevOps maturity. Salesforce CLI: A Developer-Focused Tool For teams with development expertise, Salesforce’s Command Line Interface (CLI) enables metadata deployments through scripting. As part of Salesforce DX, the CLI facilitates package-based development and automation. Key Advantages Challenges Gearset: A Complete Metadata Deployment Solution For teams seeking a streamlined, all-in-one deployment solution, Gearset provides the ideal balance of simplicity, collaboration, and DevOps maturity. Why Choose Gearset? How to Deploy Metadata with Gearset: Step-by-Step Deploy with Confidence Whether you’re working with simple change sets or advanced DevOps processes, the right tools can transform your Salesforce deployments. Gearset ensures seamless, reliable metadata transfers with a 99% deployment success rate—empowering teams to focus on innovation rather than troubleshooting. Ready to simplify your metadata deployments? Start your free trial of Gearset today and experience hassle-free releases! 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
From smarter search engines to AI-powered creative workflows, vectors are the bridge between unstructured data and actionable intelligence. By fully leveraging this technology, businesses can transform their approach to data and secure their place in a rapidly evolving, data-centric world.
Salesforce Data Governance Best Practices Salesforce provides a centralized platform for managing customer relationships, but without proper data governance, the system can quickly become unmanageable. Data governance ensures the accuracy, security, and usability of the vast amounts of information collected, helping teams make better decisions and maximizing the value of Salesforce investments. By establishing robust processes and policies, organizations can maintain clean, compliant, and reliable data. Here’s an overview of data governance in Salesforce, its importance, and strategies to implement it effectively. What Is Data Governance in Salesforce? Data governance in Salesforce refers to the practices that monitor and manage data accuracy, security, and compliance. Proper governance ensures your Salesforce data remains trustworthy and actionable, avoiding issues like errors, duplicates, and regulatory violations. Key Components of Salesforce Data Governance: Strong governance enables organizations to make informed decisions and unlock Salesforce’s full potential. The Impact of Data Governance on Decision-Making Accurate and well-governed data empowers leaders to make strategic, data-driven decisions. With clean and current records, organizations can: Good governance ensures data integrity, leading to smarter decisions and improved business performance. Principles of Effective Salesforce Data Governance Building a strong data governance framework starts with these core principles: 1. Data Ownership Assign clear ownership of datasets to specific individuals, teams, or departments. Owners are accountable for maintaining data quality, ensuring compliance, and resolving issues efficiently. Benefits include: 2. Monitoring and Compliance Conduct regular audits to ensure data accuracy, detect unauthorized access, and maintain compliance with regulations. Tools like Salesforce’s built-in monitoring features or third-party solutions (e.g., Validity DemandTools) can streamline this process. Audit checks should include: Consistent monitoring safeguards sensitive data and avoids costly fines, particularly in heavily regulated industries like healthcare and finance. Steps to Develop a Data Governance Strategy Techniques for Maintaining High-Quality Data High-quality data is the backbone of Salesforce governance. Apply these techniques to ensure your data meets quality standards: Standardizing Data for Better Governance Data standardization ensures consistency across Salesforce records, improving analysis and operational efficiency. Examples include: Leveraging Data Management Tools Data management tools are essential for maintaining data integrity and enhancing governance. Benefits include: By integrating these tools into your Salesforce processes, you can establish a solid foundation for data governance while boosting operational efficiency. Final Thoughts Effective data governance in Salesforce is critical for maintaining data quality, ensuring compliance, and empowering teams to make strategic decisions. By following best practices and leveraging the right tools, organizations can maximize the value of their Salesforce investment and drive long-term success. 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
Essential Technologies for Value-Based Care Success As healthcare providers increasingly adopt value-based care, they must invest in the right technologies and resources to succeed in this model, which incentivizes high-quality, cost-effective care. Value-Based Care Technologies tie reimbursement to care quality, making providers accountable for patient outcomes while providing resources to enhance care. As of 2021, nearly 60% of healthcare payments were already tied to value-based models, according to the Health Care Payment Learning and Action Network (HCP LAN). While partnerships can initiate value-based care, providers must invest in the right technology to fully achieve the intended outcomes. Health Information Exchange (HIE) A robust health information exchange (HIE) is fundamental to value-based care, as it enables providers and payers to access high-quality data seamlessly. HIE allows healthcare professionals to share patients’ medical information electronically across organizations, promoting care coordination by giving providers a comprehensive view of patient needs. For patients, HIE enables more informed involvement in their care by making their health data accessible across specialists, labs, and pharmacies. While joining an HIE may involve new technology investments and workflow adjustments, it ultimately enhances provider access to critical health data. Population Health Management Tools Population health management tools help providers assess health outcomes within groups rather than focusing on individuals alone. These tools aggregate and analyze data, allowing practices to identify high-risk patients and create targeted interventions. This not only enhances health outcomes but can also reduce costs by avoiding expensive treatments. Patient engagement tools, such as telehealth and remote patient monitoring, are essential in population health management, especially for monitoring high-risk patients when in-person care is not feasible. Digital surveys integrated within patient portals can provide insights into social determinants of health, adding a broader context to patient needs. Data Analytics Data analytics transform healthcare data into actionable insights across four types: descriptive, diagnostic, predictive, and prescriptive. Providers can use these analytics to reduce hospital readmissions, predict diseases, and identify chronic illnesses. Data integration and risk stratification capabilities are especially valuable in value-based care, enabling providers to track patient health outcomes effectively and prioritize high-risk cases. Artificial Intelligence & Machine Learning AI and machine learning support many data analytics functions, helping identify patient needs and easing administrative burdens. Given staffing shortages and burnout—reported by 63% of physicians in 2021, according to the American Medical Association (AMA)—AI can automate tasks like documentation, charting, and scheduling, allowing providers to focus more on patient care. Additionally, AI-driven automation in revenue cycle management tasks, such as billing and coding, can reduce the administrative workload associated with value-based care. Price Transparency Technology Price transparency empowers patients to seek cost-effective care, a core principle of value-based models. When providers comply with transparency regulations, patients can better understand their costs and make informed decisions. For providers, leveraging price transparency tools ensures compliance and facilitates partnerships with payers by enabling more effective negotiation, which supports the overall goals of value-based care. As healthcare continues shifting to value-based models, investing in these technologies is critical for providers aiming for long-term success. While these tools rdo equire substantial investment, they are essential for improving patient outcomes, optimizing care quality, and ensuring sustainability in value-based care. When evaluating and choosing healthcare technology tools, contact Tectonic for help. 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
Successfully adopting AI requires thoughtful planning and a focus on human impact. While the pressure to leverage AI is immense across industries, the path to transforming its potential into meaningful outcomes is less clear. Businesses must address critical questions: What impact do we aim to achieve? Are we prepared for the organizational changes AI will bring? Mark Wakelin, Executive Vice President of Global Professional Services at Salesforce, emphasizes the importance of understanding the “why” behind adopting AI. “You need a clear vision of the impact you want to have and the use cases you’ll deploy,” he explains. A Readiness Checklist Before diving into AI initiatives, organizations must evaluate their readiness. This involves: “This isn’t just a technology equation,” Wakelin notes. “AI is also a legal, ethical, and humanitarian equation. It has the potential to significantly impact humanity, and we need to approach it within the context of workforce operations.” Linking AI to Business Value A common mistake in AI strategies is failing to align initiatives with tangible business outcomes. Wakelin recalls an engineer boasting about processing billions of images with AI but unable to articulate its business application. Companies must start by identifying where AI can have the greatest impact: Trust as the Foundation For AI to succeed, trust must be at the core of its implementation. This includes: “Trust is earned through predictable, integrity-driven behaviors,” says Wakelin. Unlike humans, machines lack relationships, so fostering trust within the ecosystem is crucial. Starting with People AI strategies should prioritize people, not technology. Wakelin stresses the need for transparency and proactive communication about AI implementation. This includes clear plans for: Partnering for Success Salesforce Partner Services supports organizations through this journey by: Reach out to Tectonic today to road map AI adoption for your organization. These steps help customers adopt AI thoughtfully, balancing opportunities with risks, and ensuring initiatives are controlled and trust-driven. A Vision for AI’s Future “AI is the most exciting development of my 35-year career,” Wakelin shares. He envisions AI enhancing productivity, education, and work-life balance while fostering diversity and equity. In the coming years, AI holds the promise of significantly improving society—provided organizations keep people at the center of its evolution. 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
Salesforce Flow Tests: What Are the Limitations? Salesforce Flow Tests are essential for ensuring automation reliability, but they aren’t without their constraints. Recognizing these limitations is key to refining your automation strategy and avoiding potential roadblocks. Here’s an overview of common challenges, along with insights into how you can navigate them to maximize the effectiveness of your testing processes. The Role of Flow Tests in Automation Automated processes in Salesforce are powerful, but they don’t optimize themselves. Proper setup and rigorous testing are essential to ensure that your automations run smoothly. While Salesforce Flow Tests help verify functionality, they have inherent limitations that, if misunderstood, could lead to inefficiencies or rework. By understanding these boundaries, you can make informed decisions to strengthen your overall approach to testing and automation. Key Limitations of Salesforce Flow Tests Final Thoughts Mastering Salesforce Flow Tests means leveraging their strengths while acknowledging their constraints. Optimized automations require careful planning, robust testing, and a clear understanding of the tools’ boundaries. Have questions about improving your Salesforce Flows or testing strategy? Let’s chat and explore ways to fine-tune your automations! 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
If you’re ready to embrace these innovations, reach out to Tectonic for expert guidance on optimizing your Salesforce instance. Together, we can help your organization harness the full potential of these game-changing features.
GoTo Adds AI-Powered Integrations to GoTo Connect for Enhanced CRM Connectivity GoTo has introduced advanced AI-driven integrations between its GoTo Connect platform and major CRM systems to deliver seamless connectivity and improve customer experience (CX) across various channels. GoTo Connect’s newly integrated CRM platforms include Salesforce, HubSpot, Zoho, ServiceNow, MS Dynamics, Freshdesk, Zendesk, and more, enabling businesses to manage customer interactions more effectively. Enhanced Customer Relationship Management Olga Lagunova, Chief Product and Technology Officer at GoTo, emphasized the impact of these integrations on customer relationships:“Working across multiple systems can be inefficient and time-consuming, detracting from valuable customer service time. Our new GoTo Connect integrations enhance how businesses interact with customers by centralizing workflows within the platform,” Lagunova noted. “Our AI capabilities, like call summaries and recordings stored directly in CRMs, empower teams to work smarter within their preferred tools.” New AI-Driven Features With this update, GoTo Connect automatically generates and stores AI-based call summaries and transcriptions within CRM contact records. This streamlined process gives teams faster access to comprehensive customer profiles, reducing manual tasks and increasing efficiency. The system also stores call and message details automatically in the CRM, maintaining a full history of interactions to support a seamless customer journey. A recent Zendesk study cited by GoTo revealed that over 70% of customers are frustrated by needing to repeat information to different service agents. GoTo Connect addresses this by providing agents with a unified view of customer data and current conversations, helping reduce silos and improve service quality. Streamlined Workflows and Insights Beyond call summaries, GoTo Connect’s integration offers screen pop-ups displaying customer details for agents, contact syncing, click-to-call features, call and messaging logs, and voicemail transcriptions. These features help teams respond more promptly and accurately to customer inquiries. Expanding on GoTo Connect CX In related news, GoTo recently launched GoTo Connect CX, combining its virtual phone system with AI-powered tools to create enhanced, efficient CX solutions for businesses of all sizes, while reducing operational costs. The new integrations and GoTo Connect CX are now available to all GoTo Connect customers, reflecting GoTo’s commitment to unifying customer service tools for a better, more connected experience. 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
Collaborative BI combines BI tools with collaboration platforms, enabling users to connect data insights directly within their existing workflows. This integration enhances decision-making by reducing misunderstandings and fostering teamwork through real-time or asynchronous discussions about data. In traditional BI, data analysis was handled by data scientists and statisticians who translated insights for business users. However, the rise of self-service BI tools has democratized data access, allowing users of varying technical skills to create and share visualizations. Collaborative BI takes this a step further by embedding BI functions into collaboration platforms like Slack and Microsoft Teams. This setup allows users to ask questions, clarify context, and share reports within the same applications they already use, enhancing data-driven decisions across the organization. One real-life time saver in my experience is being able as a marketer to dig in to our BI and generate lists myself, without depending upon a team of data scientists. Benefits of Collaborative BI Leading Collaborative BI Platforms Several vendors offer collaborative BI solutions, each with unique integrations for communication and data sharing: Collaborative BI bridges data analysis with organizational collaboration, creating an agile environment for informed decision-making and effective knowledge sharing across all levels. 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
