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Gen AI Unleased With Vector Database
09Jun

Gen AI Unleased With Vector Database

Salesforce Unveils Data Cloud Vector Database with GenAI Integration Salesforce has officially launched its Data Cloud Vector Database, leveraging GenAI to rapidly process a company’s vast collection of PDFs, emails, transcripts, online reviews, and other unstructured data. Gen AI Unleased With Vector Database. Rahul Auradkar, Executive Vice President and General Manager of Salesforce Unified Data Services and Einstein Units, highlighted the efficiency gains in a one-on-one briefing with InformationWeek. Auradkar demonstrated the new capabilities through a live demo, showcasing the potential of the Data Cloud Vector Database. Enhanced Efficiency and Data Utilization The new Data Cloud integrates with the Einstein 1 platform, combining unstructured and structured data for rapid analysis by sales, marketing, and customer service teams. This integration significantly enhances the accuracy of Einstein Copilot, Salesforce’s enterprise conversational AI assistant. Gen AI Unleased With Vector Database Auradkar demonstrated how a customer service query could retrieve multiple relevant results within seconds. This process, which typically takes hours of manual effort, now leverages unstructured data, which makes up 90% of customer data, to deliver swift and accurate results. “This advancement allows our customers to harness the full potential of 90% of their enterprise data—unstructured data that has been underutilized or siloed—to drive use cases, AI, automation, and analytics experiences across both structured and unstructured data,” Auradkar explained. Comprehensive Data Management Using Salesforce’s Einstein 1 platform, Data Cloud enables users to ingest, store, unify, index, and perform semantic queries on unstructured data across all applications. This data encompasses diverse unstructured content from websites, social media platforms, and other sources, resulting in more accurate outcomes and insights. Auradkar emphasized, “This represents an order of magnitude improvement in productivity and customer satisfaction. For instance, a large shipping company with thousands of customer cases can now categorize and access necessary information far more efficiently.” Additional Announcements Salesforce also introduced several new AI and Data Cloud features: Auradkar noted that these innovations enhance Salesforce’s competitive edge by prioritizing flexibility and enabling customers to take control of their data. “We’ll continue on this journey,” Auradkar said. “Our future investments will focus on how this product evolves and scales. We’re building significant flexibility for our customers to use any model they choose, including any large language model.” For more insights and updates, visit Salesforce’s official announcements and stay tuned for further developments. 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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June 9, 2024in Einstein 1 Platform, Hyperforce, Salesforce, Salesforce Einstein
Data Cloud Vector Database and Hyperforce
07Jun

Data Cloud Vector Database and Hyperforce

Salesforce World Tour Highlights: Data Cloud Vector Database and Hyperforce At the Salesforce World Tour on June 6, 2024, at the Excel Centre in east London, the focus was on advancements in the Data Cloud and Slack platforms. The event, sponsored by AWS, Cognizant, Deloitte, and PWC, showcased significant innovations, particularly for GenAI enthusiasts. Data Cloud Vector Database and Hyperforce. Vector Database in Data Cloud A key highlight was the announcement of the general availability of a Vector Database capability within the Data Cloud, integrated into the Einstein 1 Platform. This capability enhances Salesforce’s CRM platform, Customer 360, by combining structured and unstructured data about end-users. The Vector Database collects, ingests, and unifies data, allowing enterprises to deploy GenAI across all applications without needing to fine-tune an off-the-shelf large language model (LLM). Addressing Data Fragmentation Salesforce reports that approximately 80% of customer data is dispersed across various corporate departments in an unstructured format, trapped in PDFs, emails, chat conversations, and transcripts. The Vector Database unifies this fragmented data, creating a comprehensive profile of the customer journey. This unified approach not only improves customer engagement but also enhances organizational agility. By consolidating data from all corporate silos, companies can quickly and efficiently address issues such as product recalls and returns. Hyperforce: Enhancing Data Residency and Compliance During the keynote, Salesforce emphasized the importance of personalization in customer engagement and the benefits of deploying GenAI in customer-facing sectors. The event highlighted the need to overcome the fear and mistrust of GenAI and showcased how enterprises can enhance employee productivity through upskilling in GenAI technologies. One notable announcement was the general availability of Hyperforce, a solution designed to address data residency issues by integrating all Salesforce applications under the same compliance, security, privacy, and scalability standards. Built for the public cloud and composed of code rather than hardware, Hyperforce ensures safe delivery of applications worldwide, offering a common layer for deploying all application stacks and handling data compliance in a fragmented technology landscape. Salesforce AI Center The Salesforce AI Center was also introduced at the event. The first of its kind, located in the Blue Fin Building near Blackfriars, London, this center will support AI experts, Salesforce partners, and customers, facilitating training and upskilling programs. Set to open on June 18, 2024, the center aims to upskill 100,000 developers worldwide and is part of Salesforce’s $4 billion investment in the UK and Ireland. Industry Reactions and Future Prospects GlobalData senior analyst Beatriz Valle commented on Salesforce’s continued integration of GenAI across its portfolio, including platforms like Tableau, Einstein for analytics, and Slack for collaboration. According to Salesforce, the Data Cloud tool leverages all metadata in the Einstein 1 Platform, connecting unstructured and structured data, reducing the need for fine-tuning LLMs, and enhancing the accuracy of results delivered by Einstein Copilot, Salesforce’s conversational AI assistant. Vector databases, while not new, have gained prominence due to the GenAI revolution. They power the retrieval-augmented generation (RAG) technique, linking proprietary data with large language models like OpenAI’s GPT-4, enabling enterprises to generate more accurate results. Competitors such as Oracle, Amazon, Microsoft, and Google also offer vector databases, but Salesforce’s early investments in GenAI are proving fruitful with the launch of the Data Cloud Vector Database. Data Cloud Vector Database and Hyperforce Salesforce’s AI-powered integration solutions, highlighted during the World Tour, underscore the company’s commitment to advancing digital transformation. By leveraging GenAI and innovative tools like the Vector Database and Hyperforce, Salesforce is enabling enterprises to overcome the challenges of data fragmentation and compliance, paving the way for a more agile and competitive digital future. 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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June 7, 2024in Einstein 1 Platform, Hyperforce, Salesforce, Salesforce Data Cloud
Five9 Salesforce AI Integration
05Jun

Five9 Salesforce AI Integration

Five9 and Salesforce Enhance AI-Powered Solutions for Superior Customer Experiences Five9 (NASDAQ: FIVN), a provider of the Intelligent CX Platform, today announced the next step in its collaboration with Salesforce. Five9 Salesforce AI Integration. This partnership aims to deliver AI-powered solutions to enhance customer experiences (CX) in contact centers. The latest release, Five9 for Service Cloud Voice with Partner Telephony, integrates Salesforce Einstein with Five9’s suite of AI solutions. This empowers agents to better service customer requests, improves management’s understanding of contact center operations, and delivers customer resolutions that exceed expectations. Using Five9’s open APIs and Five9 TranscriptStream, the Einstein AI engine identifies opportunities to provide real-time solutions for agents, prompting ‘Next Best Action’ guidance. The solution also offers real-time transcription of customer conversations, ensures call recordings’ accuracy and relevance, and integrates with Salesforce Einstein Conversation Insights to enhance conversation intelligence. “Five9 understands the power of elevating the customer experience through innovative technology and seamless integrations,” said Dan Burkland, President of Five9. “Our collaboration with Salesforce pushes the boundaries of what is possible. Infusing Einstein’s AI insights into the contact center and CRM eliminates repetitive tasks while guiding agents with the next best actions to help them be more effective.” A Long-Standing Partnership The Salesforce-Five9 collaboration, now over 15 years strong, recently introduced Five9 call dispositions for agents within the Salesforce Omni-Channel widget or Voice Call page. This allows organizations to automatically update call dispositions in the Five9 call database, ensuring accurate reporting across the integration. Both companies are meeting the growing demand for AI solutions to enhance customer engagement throughout the customer journey. “Five9’s deeper integration with Salesforce Einstein offers a new level of choice for customers seeking AI capabilities that best match their contact center needs and existing technology investments,” said Sheila McGee-Smith, President & Principal Analyst at McGee-Smith Analytics. “Coupled with features like Five9 TranscriptStream, organizations can significantly reduce an agent’s workload while enhancing the customer’s overall experience. This next step in the Salesforce-Five9 relationship demonstrates each company’s commitment to their joint customer base, enabling them to leverage the latest AI innovations easily.” “Service Cloud Voice with Five9 uses AI to deliver a better customer experience,” said Ryan Nichols, Chief Product Officer of Service Cloud, Salesforce. “Our collaboration focuses on more than just a ‘single pane of glass’– we’re bringing together customer data, knowledge, and real-time conversation transcripts to help make agents more productive and delight customers.” Availability and Further Information These new enhancements to Five9 for Service Cloud Voice with Partner Telephony will be available starting June 30. For a deeper look into the Five9 integration with Service Cloud Voice and to explore common use cases, register for the webinar “Unlock Efficiency with the Power of AI: Five9 and Salesforce Service Cloud Voice” on Tuesday, July 23. An on-demand playback of the December 2023 Five9 and Salesforce joint webinar is also available, covering topics such as using data for personalization, best practices for leveraging engagement data to improve experiences, and how companies can become more customer-centric. Salesforce, Einstein, and other related marks are trademarks of Salesforce, Inc. 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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June 5, 2024in Salesforce, Salesforce Einstein, Salesforce Service Cloud
Trust Einstein Copilot for Tableau
04Jun

Trust Einstein Copilot for Tableau

Are you prepared to utilize the capabilities of Einstein Copilot to expand your organization’s analytical advantages? This robust tool facilitates data exploration, insights generation, and visualization development at an unprecedented pace. However, before immersing yourself in its capabilities, it’s crucial to grasp how Einstein Copilot upholds Tableau and Salesforce’s core value: Trust. Let’s discover how the Einstein Trust Layer safeguards your data, ensures result accuracy, and facilitates auditing, addressing common questions and concerns raised by our customers.Trust Einstein Copilot for Tableau. What is Einstein Copilot for Tableau? Using generative AI and statistical analysis, Einstein Copilot for Tableau is able to understand the context of your data to create and suggest relevant business questions to help kickstart your analysis. A smart, conversational assistant for Tableau users, Einstein Copilot for Tableau automates data curation—the organization and integration of data collected from various sources—by generating calculations and metadata descriptions. Einstein Copilot for Tableau can fill data gaps and enhance analysis by creating synthetic datasets where real data is limited. Einstein Copilot helps you anticipate outcomes with predictive analytics that simulate diverse scenarios and uncover hidden correlations. Additionally, generative models can increase data privacy by producing non-traceable data for analysis.  Fulfilling the promise of generative AI, Einstein Copilot for Tableau presents an efficient, insightful, and ethical approach to data analytics. Think of it as an intelligent assistant integrated into the Tableau suite of products to make everyone successful in their analysis workflow—whether they’re an experienced data analyst or a data explorer. As your intelligent analytics AI assistant, Einstein Copilot for Tableau guides you through the process of creating data visualizations in Tableau by assisting you with recommended questions, conversational data exploration, guided calculation creation, and more. Understanding the Einstein Trust Layer The Einstein Trust Layer constitutes a secure AI architecture embedded within the Salesforce platform. Comprising agreements, security technology, and data privacy controls, it ensures the safety of your data while exploring generative AI solutions. Built upon the Einstein Trust Layer, Einstein Copilot for Tableau and other Tableau AI features inherit its security, governance, and Trust capabilities. The Einstein Trust Layer is a secure AI architecture, built into the Salesforce platform. It is a set of agreements, security technology, and data and privacy controls used to keep your company safe while you explore generative AI solutions. Tableau has been on the journey to help people see and understand their data for over two decades. Thanks to data analysts, this mission has been a success and will continue to be a success. Data analysts are the backbone of organizations that champion data culture, capture business requirements, prep data, and create data content for end users. Data Access and Privacy Who Accesses Your Data? A primary concern among our customers revolves around data access. Rest assured, the Einstein Trust Layer enforces strict policies to safeguard your organization’s data. Third-party LLM providers, including Open AI and Azure Open AI, adhere to a zero data retention policy. This means that data sent to LLMs isn’t stored; once processed, both the prompt and response are promptly forgotten. Additionally, each Einstein Copilot for Tableau customer receives their own Data Cloud instance, securely storing prompts and responses for auditing purposes. Data Residency and Access Control Einstein Copilot for Tableau respects permissions, row-level security, and data policies within Tableau Cloud, ensuring that only authorized personnel within your organization access specific data. Whether using Einstein Copilot or not, data access is restricted based on organizational roles and permissions. Data Handling and Processing Data Sent Outside of Tableau Cloud Site Einstein Copilot for Tableau operates within the confines of your Tableau site, scanning connected data sources to create a summary context. This summarized data is sent to third-party LLM providers for vectorization, enabling accurate interpretation of user queries. Importantly, the zero data retention policy ensures that summarized data is forgotten post-vectorization. Personally Identifiable Information (PII) Data To enhance data privacy, Einstein Copilot for Tableau employs data masking for PII data. This technique replaces sensitive information with placeholder text, ensuring privacy without sacrificing context. While our detection models strive for accuracy, continuous evaluation and refinement are paramount to maintain trust. Result Trustworthiness Ensuring Safe and Accurate Results Einstein Copilot for Tableau employs Toxicity Confidence Scoring to identify harmful inputs and responses. By combining rule-based filters and AI models, potentially harmful content is filtered and flagged for review. Furthermore, accuracy benchmarks ensure that generated results align closely with human-authored ones, bolstering trust in the platform. Future Trust Enhancements Trust remains an ongoing focus for our teams. Initiatives such as a BYO LLM solution and improved disambiguation capabilities are underway to further enhance trustworthiness. Continuous feedback, testing, and iteration drive our efforts to maintain your trust in Einstein Copilot for Tableau and the Einstein Trust Layer. Data analysis and data-driven decision-making have been part of the vocabulary in organizations over the years. And, while data analysis is one of the most in-demand tech skills sought by employers today, not everyone in an organization has “analyst” in their job title—myself included. Yet, so many of us use data daily to make informed decisions. The rise of generative AI presents a significant opportunity for us to bring transformative benefits to analytics. Businesses are eager to embrace generative AI because it can help save time, provide faster insights, and empower analysts to be even more productive with an AI assistant—freeing analysts to focus on delivering high-quality, data-driven insights. Is Tableau replacing Einstein analytics? Einstein Analytics has a new name. Say hello to Tableau CRM. Everything about how it works stays the same, just with that snazzy new name. When Tableau joined the Salesforce family, we brought together analytics capabilities of incredible depth and power. What is the difference between Einstein analytics and Tableau? If you’re only planning on analyzing Salesforce data, Einstein Analytics would probably make the most sense for you. However, if you need to analyze information that is coming from all over the place, Tableau will give your users more options. Tableau GPT infuses automation in every part of analytics – from preparation to communicating

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June 4, 2024in Einstein 1 Platform, Salesforce Tableau
Salesforce Unlimited+ Edition Explained
30May

Salesforce Unlimited+ Edition Explained

Salesforce Unlimited Plus (UE+) is designed as an advanced offering that incorporates several specialized features tailored for different industries, making it particularly suitable for larger organizations and enterprises that require robust, integrated solutions for complex business processes and customer relationship management. Salesforce Unlimited+ Edition Explained. Target Audience UE+ is targeted toward large enterprises that need extensive CRM functionalities combined with AI and data analytics capabilities. This solution is ideal for organizations that: • Manage complex customer relationships across multiple channels. • Require deep integration of data and processes across departments. • Are looking to leverage advanced AI capabilities for predictive insights and automation. • Need industry-specific solutions that can be customized for unique business requirements. The integration of various Salesforce clouds (e.g., Sales Cloud, Service Cloud, Data Cloud) with enhanced features like AI and specific industry capabilities makes UE+ a comprehensive solution for organizations aiming to streamline their operations and gain a competitive edge through advanced technology adoption. Here are the five Salesforce editions for every purpose: ·Starter/Essentials: Ideal for small businesses, offering basic contact, lead, and opportunity management. ·Professional: Tailored for mid-sized companies with enhanced sales forecasting and automation capabilities. ·Enterprise: Geared towards larger organizations, providing advanced customization, reporting, and integration options. ·Unlimited: Offers comprehensive functionality, customizability, 24/7 support, and access to premium features like generative AI. ·Unlimited Plus: Most robust solution for businesses of all sizes, featuring additional functionalities and enhanced capabilities. Key Considerations: ·Business Size: Consider the number of users and overall business scale when choosing an edition. ·Features Needed: Identify the specific features crucial for your sales, service, or marketing processes. ·Scalability: Choose an edition that accommodates your projected growth and future needs. ·Budget: Evaluate the cost of each edition against its offered features and value proposition. Sales Cloud Unlimited Edition+ Features: Account and Contact Management: Complete visibility of customer profiles including activity history and communications. Opportunity Management: Tracking and details of every sales deal at each stage. Pipeline Inspection: A comprehensive tool that allows sales managers to monitor pipeline changes, offering AI-driven insights and recommendations to optimize sales strategies. Einstein AI Capabilities: Includes tools like Einstein Conversation Insights which transcribe and analyze sales calls, highlighting key parts for review and deeper analysis. Customizable Reports and Dashboards: Enhanced capabilities for building real-time reports and visualizations to track sales metrics and forecasts. Advanced Integration Features: Integration with external data and systems through various APIs including REST and SOAP. Automation and Customization: Extensive options for workflow automation and personalization of user interfaces and customer interactions using the Flow Builder and Lightning App Builder. Developer Tools: Access to tools like Developer Sandbox for safe testing and app development environments. Service Cloud Unlimited+ Features: Einstein Bots: AI-powered chatbots to handle customer inquiries automatically, available 24/7 across various communication channels. Enhanced Messaging: Integration with popular messaging platforms like WhatsApp, SMS, and Apple Messages to facilitate seamless customer interactions. Feedback Management: Tools to gather and analyze customer feedback directly within the CRM. Self-Service Capabilities: Including customizable help centers and service catalogs that allow customers to find information and resolve issues independently. Field Service Tools: Comprehensive management of field operations including work order and asset management. Real-Time Analytics: Advanced reporting features for creating in-depth analytics to monitor and improve customer service processes. Additional features include Data Cloud, Generative AI, Service Cloud Voice, Digital Engagement, Feedback Management, Self-Service, and Slack. Salesforce Unlimited+ for Industries UE+ for Industries: UE+ for Industries includes Unlimited+ for Sales and Service together with industry-specific data models and capabilities to help customers drive faster time to value within their sectors: •Financial Services Cloud UE+ for Sales and Financial Services Cloud UE+ for Service helps banks, asset management, and insurance agencies connect all of their customer data on one platform and embed AI to deliver personalized financial engagement, at scale. •An insurance carrier can use Financial Services Cloud UE+ to connect engagement data like emails, webinars, and educational content with third-party conference attendance, social media follows, and business performance data to understand what is motivating agents, helping drive more personalized relationships and grow revenue with Data Cloud and Einstein AI. •Health Cloud UE+ for Service helps healthcare, pharmaceutical, and other medical organizations improve response times at their contact centers and offer digital healthcare services with built-in intelligence, real-time collaboration, and a 360-degree view of every patient, provider, and partner. •A hospital can use the bundle to quickly create a personalized, AI-powered support center to triage and speed up time to care with self-service tools like scheduling and connecting patients and members with care teams on their preferred channels. •Manufacturing Cloud UE+ for Sales brings together tools for manufacturing organizations to build their data foundation, embed AI capabilities across the sales cycle, and maximize productivity, empowering them to scale their commercial operations and grow revenues. •A manufacturer can now look across the entire book of business to see how companies are performing against negotiated sales agreements and then use AI-generated summaries to determine where to prioritize their time and resources. By Tectonic’s AArchitecture Team 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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May 30, 2024in Generative AI, Salesforce
Engagement Frequency Dashboard
29May

Engagement Frequency Dashboard

The Einstein Engagement Frequency Dashboard The Einstein Engagement Frequency Dashboard provides a comprehensive overview of your contacts’ email saturation levels. By analyzing this data, you can understand how your email sending frequency influences engagement metrics like opens, clicks, and unsubscribes over time. The What-If analyzer is a handy tool within the dashboard, allowing you to experiment with different sending frequencies to maximize your On Target saturation levels. Accessing the Dashboard To access the Einstein Engagement Frequency Dashboard: Once on the dashboard, you can click “View Details” at the top to check your data quality scores and get tips on how to improve them. This will give you an idea of how reliable your email or mobile engagement data is. Note on Data Quality If Einstein lacks sufficient data for certain contacts, it will assign frequency scores based on global model data. This can sometimes cause discrepancies between the Einstein Engagement Frequency dashboard and activity-level analytics in specific journeys. What-If Analyzer The What-If Analyzer is a feature on the dashboard that allows you to test different future saturation levels based on varying message frequencies. The goal is to increase the number of contacts in the “On Target” range for engagement. The analyzer provides a bar chart that predicts how adjusting your email frequency can shift contacts from being “Saturated” or “Undersaturated” to “On Target.” This tool helps you fine-tune your communication strategy to optimize engagement across your contact base. 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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May 29, 2024in Salesforce
Growing Family of Einstein Copilots
27May

Growing Family of Einstein Copilots

Salesforce made several announcements this month, regarding the Growing Family of Einstein Copilots. By unveiling AI-powered Einstein Copilots for marketing and merchants. These new Copilots build on the previously announced Copilots for retailers and shoppers and are integrated into the Einstein 1 platform. They can communicate with each other, effectively bridging marketing and commerce, and have full access to Salesforce Data Cloud. “Welcome to the AI enterprise,” said Ariel Kelman, Salesforce President and CMO, during his keynote at Salesforce Connections in Chicago. Kelman outlined four waves of AI: Predictive (e.g., lead scoring), Generative, Autonomous, and AI General Intelligence. “We are starting to enter the third wave,” he stated, where AI will begin to take actions independently. Copilots are a step in that direction, although for now, a human remains in control. The Path to the AI Enterprise Kelman described five steps towards creating an AI enterprise: Regarding the last point, new Slack AI tools were demonstrated for summarizing interactions and importing actionable data from Data Cloud into Slack. The strategy for Einstein Copilots aims to empower business users in marketing, commerce, and other functions to execute complex tasks, such as creating personalized customer journeys, using natural language prompts. Einstein Copilots for Marketing and Merchants The marketing Copilot can generate marketing briefs and content, and create email campaigns. Through Data Cloud, it can ingest and execute a brand’s datasets, including customer data from repositories like AWS, Snowflake, and Databricks. By automating routine tasks and time-consuming projects like data connection and analysis, the Copilot aims to free up marketers to engage more thoughtfully with their audiences. The commerce Copilot, part of Salesforce’s commerce offerings, responds to natural language prompts to create online storefronts, improve product discoverability, write product descriptions, and make product recommendations. Other Announcements Availability 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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May 27, 2024in Einstein 1 Platform
analytics 360 and journey builder
27May

Summer 24 Analytics Release

Analytics Analytics enhancements include new and updated features for Lightning reports and dashboards, Data Cloud reports and dashboards, CRM Analytics, Intelligent apps, and Tableau. Summer 24 Analytics Release. Summer 24 Analytics Release 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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May 27, 2024in Salesforce, Salesforce Tableau
Salesforce Commerce Cloud and Einstein Copilot Capabilities
23May

Salesforce Commerce Cloud and Einstein Copilot Capabilities

Salesforce Enhances Commerce Cloud and Einstein Copilot Salesforce has announced a double whammy of upgrades to its Commerce Cloud and Einstein Copilot solutions, aiming to supercharge customer service and experience offerings for merchants. And yes, they’re pulling out all the stops – think of it as giving your online store a superhero cape and a sidekick with a PhD in customer satisfaction. Salesforce Commerce Cloud and Einstein Copilot Capabilities. Enhancements to Commerce Cloud Commerce Cloud is getting three major innovations designed to help businesses create more sophisticated commerce sites, boost personalization, and drive revenue growth. Salesforce promises to tackle rising customer expectations by providing a seamless, integrated experience across all channels. In other words, they’re turning your website into a mind-reading wizard, minus the beard and wand. But probably wearing a cool purple cape with stars. According to Michael Affronti, GM and SVP of Commerce Cloud, these new features will enable Salesforce’s customers to deliver superior shopping experiences: “Commerce companies are looking to architect high-caliber ecommerce sites that can swiftly adapt to changing customer expectations and continue to foster strong customer relationships. With the combined power of data, AI, and CRM, Commerce Cloud gives brands the choice of the right tool so they can build superior shopping experiences their way.” New Commerce Cloud Capabilities Einstein Copilot Advancements Salesforce is pulling out the big AI guns, leveraging generative AI (GenAI) to enhance Einstein Copilot with new marketing and merchandising capabilities alongside its traditional sales and service functions. It’s like your old assistant got a brain transplant and now has the IQ of Einstein, the charm of James Bond, and the work ethic of a coffee-fueled startup founder. Ariel Kelman, President and CMO of Salesforce, emphasized the importance of these advancements: “Marketing and commerce leaders need a trusted advisor to help them tap into the promise of generative AI. With the Einstein 1 Platform we’re giving organizations the power to unify all of their data on one trusted platform. This is the key to getting results from generative AI that are actually useful in driving your business forward.” Key Features of Einstein 1 for Marketing and Commerce Expanding Partnerships and Enhancing AI and Data Offerings In addition to these product enhancements, Salesforce has expanded its partnership with IBM to improve AI and data offerings. The collaboration aims to merge IBM’s watsonx.ai platform with Salesforce’s Einstein 1 software, providing customers with the ability to make data-driven decisions and access actions directly within their workflows. It’s like pairing up Batman and Superman to fight the evil forces of inefficiency and bad data. The partnership includes bidirectional data integration, flexible large language models (LLMs), prebuilt CRM solutions, and a focus on responsible AI development. IBM will also join Salesforce’s Zero Copy Partner Network, ensuring that data moves as smoothly as butter on hot toast. Salesforce Commerce Cloud and Einstein Copilot Capabilities These enhancements and partnerships underline Salesforce’s commitment to providing innovative solutions that enhance customer experiences and drive business growth, all while making sure your digital commerce experience is smoother than a jazz saxophone solo. 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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May 23, 2024in Einstein 1 Platform, Generative AI, Salesforce, Salesforce Commerce Cloud
Cost of Free Analytics
20May

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

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May 20, 2024in Salesforce
Gen AI and Test Automation
19May

Gen AI and Test Automation

Generative AI has brought transformative advancements across industries, and test automation is no exception. By generating code, test scenarios, and even entire suites, Generative AI enables Software Development Engineers in Test (SDETs) to boost efficiency, expand test coverage, and improve reliability. 1. Enhanced Test Case Generation One of the biggest hurdles in test automation is generating diverse, comprehensive test cases. Traditional methods often miss edge cases or diverse scenarios. Generative AI, however, can analyze existing data and automatically generate extensive test cases, including potential edge cases that may not be apparent to human testers. Example: An SDET can use Generative AI to create test cases for a web application by feeding it requirements and user data. This enables the AI to produce hundreds of test cases, capturing diverse user behaviors and interactions that manual testers may overlook. pythonCopy codeimport openai openai.api_key = ‘YOUR_API_KEY’ def generate_test_cases(application_description): response = openai.Completion.create( engine=”text-davinci-003″, prompt=f”Generate comprehensive test cases for the following application: {application_description}”, max_tokens=500 ) return response.choices[0].text app_description = “An e-commerce platform for browsing products, adding to cart, and checking out.” test_cases = generate_test_cases(app_description) print(test_cases) Sample Output: 2. Intelligent Test Script Creation Writing test scripts manually can be labor-intensive and error-prone. Generative AI can simplify this by generating test scripts based on an application’s flow, ensuring consistency and precision. Example: If an SDET needs to automate tests for a mobile app, they can use Generative AI to generate scripts for various scenarios, significantly reducing manual work. pythonCopy codeimport hypothetical_ai_test_tool ui_description = “”” Login Page: – Username field – Password field – Login button Home Page: – Search bar – Product listings – Add to cart buttons “”” test_scripts = hypothetical_ai_test_tool.generate_selenium_scripts(ui_description) Sample Output for test_login.py: pythonCopy codefrom selenium import webdriver from selenium.webdriver.common.keys import Keys def test_login(): driver = webdriver.Chrome() driver.get(“http://example.com/login”) username_field = driver.find_element_by_name(“username”) password_field = driver.find_element_by_name(“password”) login_button = driver.find_element_by_name(“login”) username_field.send_keys(“testuser”) password_field.send_keys(“password”) login_button.click() assert “Home” in driver.title driver.quit() 3. Automated Maintenance of Test Suites As applications evolve, maintaining test suites is critical. Generative AI can monitor app changes and update test cases automatically, keeping test suites accurate and relevant. Example: In a CI/CD pipeline, an SDET can deploy Generative AI to track code changes and update affected test scripts. This minimizes downtime and ensures tests stay aligned with application updates. pythonCopy codeimport hypothetical_ai_maintenance_tool def maintain_test_suite(): changes = hypothetical_ai_maintenance_tool.analyze_code_changes() updated_scripts = hypothetical_ai_maintenance_tool.update_test_scripts(changes) for script_name, script_content in updated_scripts.items(): with open(script_name, ‘w’) as file: file.write(script_content) maintain_test_suite() Sample Output:“Updating test_login.py with new login flow changes… Test scripts updated successfully.” 4. Natural Language Processing for Test Case Design Generative AI with NLP can interpret human language, enabling SDETs to create test cases from plain-language descriptions, enhancing collaboration across technical and non-technical teams. Example: An SDET can use an NLP-powered tool to translate a feature description from a product manager into test cases. This speeds up the process and ensures that test cases reflect intended functionality. pythonCopy codeimport openai openai.api_key = ‘YOUR_API_KEY’ def create_test_cases(description): response = openai.Completion.create( engine=”text-davinci-003″, prompt=f”Create test cases based on this feature description: {description}”, max_tokens=500 ) return response.choices[0].text feature_description = “Allow users to reset passwords via email to regain account access.” test_cases = create_test_cases(feature_description) print(test_cases) Sample Output: 5. Predictive Analytics for Test Prioritization Generative AI can analyze historical data to prioritize high-risk areas, allowing SDETs to focus testing on critical functionalities. Example: An SDET can use predictive analytics to identify areas with frequent bugs, allocating resources more effectively and ensuring robust testing of high-risk components. pythonCopy codeimport hypothetical_ai_predictive_tool def prioritize_tests(): risk_areas = hypothetical_ai_predictive_tool.predict_risk_areas() prioritized_tests = hypothetical_ai_predictive_tool.prioritize_test_cases(risk_areas) return prioritized_tests prioritized_test_cases = prioritize_tests() print(“Prioritized Test Cases:”) for test in prioritized_test_cases: print(test) Sample Output: Gen AI and Test Automation Generative AI has the potential to revolutionize test automation, offering SDETs tools to enhance efficiency, coverage, and reliability. By embracing Generative AI for tasks like test case generation, script creation, suite maintenance, NLP-based design, and predictive prioritization, SDETs can reduce manual effort and focus on strategic tasks, accelerating testing processes and ensuring robust, reliable software systems. 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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May 19, 2024in Data, Generative AI
Salesforce Success Story
19May

Case Study: Salesforce Health Services Modernization

Modernizing Public Health using Salesforce Client is the largest tribally-operated health care system in the United States, with almost 160 full-time providers and over 2,200 health services employees. Committed to improving patient access, this Tribal Nation has invested substantially in technology, building new facilities and expanding existing locations. The primary hospital and nine health centers are dedicated to providing world-class patient care. Salesforce Health Services Modernization “The Gadugi Portal and Salesforce technology is helping us get to our citizens quicker by streamlining the application process, and enabling us to have updated records that are online and easily accessible to our citizens to truly help them recover in their greatest time of need” Client Implemented – Case Study: Salesforce Health Services Modernization The Problem: The Solution: The Results: Ready to explore a Salesforce implementation with Health Cloud, MuleSoft, and Experience Cloud for your government or public sector entity? Contact Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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May 19, 2024in Mulesoft, Public Sector Solutions, Salesforce, Salesforce Experience Cloud, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Success Stories
Sales Prospecting Tools
17May

Sales Prospecting Tools

The Complete Guide to Sales Prospecting Tools Sales prospecting tools: Two men examining a touchscreen displaying dashboards and charts. With the right tools, you can spend more time building relationships that convert prospects into loyal customers. Learn how technology can help you identify and engage the right prospects more efficiently. Selling has become more challenging, with 69% of sales professionals agreeing that their jobs are harder now. That’s why sales prospecting tools are crucial—they streamline the process, making it faster and more accurate. When equipped with the right tools, you can focus more on nurturing customer relationships, turning prospects into long-term clients. In this guide, we’ll explore what sales prospecting tools are, key features to look for, and the biggest benefits they provide. What Are Sales Prospecting Tools? Sales prospecting tools are software solutions designed to help sales teams identify, engage, and convert potential customers. These tools enhance the sales prospecting process, enabling sales reps to quickly and effectively reach new buyers. They often integrate with existing platforms, such as Customer Relationship Management (CRM) software and email marketing systems, to optimize outreach and engagement. Typically, prospecting tools focus on outbound marketing, helping sales reps connect with potential customers who may not yet be familiar with the company or product. Types of Sales Prospecting Tools Selecting the right sales prospecting tool depends on your current prospecting methods and future goals. Below are the most common categories of prospecting tools: Lead Generation Tools Lead generation tools help sales teams identify prospects who are ready to purchase. These tools streamline workflows, enhance productivity, and flag potential buyers based on their online activity. For example, they might alert a rep when a prospect searches for solutions related to your product or service. Some lead generation tools also enable mass outreach, such as power dialers that allow sales reps to call multiple prospects simultaneously. Choosing the right lead generation tool depends on how your target customers prefer to engage. For instance, if you have better results from social media interactions than phone calls, a power dialer may not be the best fit. Evaluate your analytics and future goals to determine which tool will maximize your success. CRM Software CRM software manages all customer and prospect interactions across sales, service, marketing, and more. Acting as a single source of truth, CRM platforms centralize all sales activity in one location, allowing leaders to assign prospects and track progress more effectively. With AI-powered features, CRM tools can guide reps on the next best steps and personalize workflows, improving conversion rates. CRMs also provide critical insights for targeting prospects more likely to convert. Social Media Prospecting Tools Social media has become a powerful channel for sales prospecting. Specialized tools scrape social platforms for data to help sales reps identify prospects ready for outreach. For instance, they can track user activity related to the business problem your product solves and notify reps when users engage with relevant content. The integration of AI in social media prospecting tools has further boosted their effectiveness. As AI continues to evolve, expect more sophisticated features in this space. Why Are Sales Prospecting Tools Important? In today’s competitive market, your prospects are also being contacted by your competitors—most of whom are using advanced sales prospecting tools. If you’re not using similar tools, you risk falling behind. Sales prospecting tools help level the playing field by streamlining research and outreach, allowing reps to connect with the right prospects at the right time. However, these tools must be used strategically. Simply contacting more people won’t guarantee more sales. Personalization and targeting remain key. Using the insights provided by these tools, sales reps can tailor their messages and approaches, making each outreach effort more effective. Benefits of Using Sales Prospecting Tools When fully integrated into your sales processes, prospecting tools can deliver substantial benefits, including: Key Features to Look for in Sales Prospecting Tools To ensure your sales prospecting tool adds value to your business, consider the following features: Compliance Keeping up with constantly changing rules around prospecting—especially across different channels—can be daunting. A good prospecting tool automates compliance, ensuring your emails, calls, and social media outreach meet best practices and regulations. Ease of Use Your prospecting tool should simplify your workflow, not complicate it. Look for intuitive interfaces and tools that can automate repetitive tasks, such as dialing multiple numbers or sending emails in bulk. AI-Powered Analytics Tools with AI capabilities can generate valuable insights, such as identifying the best time to call a prospect or suggesting which channel is most likely to yield a response. System Integration Your prospecting tool should seamlessly integrate with existing systems, such as CRMs and marketing automation platforms, to ensure data flows smoothly and insights are actionable across your entire workflow. Customizable and Scalable Your sales process is unique to your business. Opt for customizable and scalable tools that can adapt as your needs change, ensuring you get maximum ROI from your investment. Make Prospecting Work for Your Business Without the right tools, your team is at a disadvantage compared to competitors using advanced sales prospecting technologies. Finding a tool with the right features and customizing it for your specific needs—such as pricing structures and campaign strategies—can empower your team to prospect more efficiently, yielding better results in less time. Content updated October 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

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May 17, 2024in Data, Marketing Automation, Technology
Summer 24 The AI Release
17May

Summer 24 The AI Release

Salesforce Unveils Summer 2024 Release with Generative AI at the Forefront Salesforce has announced its Summer 2024 release, featuring generative AI (GenAI) as a key highlight. Set to be generally available on June 17, 2024, this release promises enhanced productivity and access to large language models (LLMs) on an open platform. Read on to see why we call Summer 24 the AI release. Key Features of the Summer 2024 Release 1. Bring Your Own LLM Expansion 2. Slack AI 3. Zero Copy Integration with Amazon Redshift 4. Vector Database 5. Data Cloud for Commerce 6. Digital Wallet Enhanced Security with Einstein Trust Layer The Einstein Trust Layer ensures enhanced protection for customer and company data, making the new features more secure. Upcoming Pre-Summer Releases In addition to the major features coming in June, Salesforce has already introduced several innovations: Unified Knowledge Solution Salesforce and Vonage Partnership Conclusion Salesforce’s Summer 2024 release is packed with generative AI enhancements, robust integrations, and new tools aimed at boosting productivity, security, and data insights. With features gradually rolling out and pre-summer innovations already available, Salesforce continues to lead in delivering cutting-edge AI solutions to its users. 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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May 17, 2024in Einstein Insights, Generative AI, Salesforce, Salesforce Einstein, Unified Knowledge

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