App Archives - gettectonic.com

17Sep

Salesforce and IBM Partnership

Salesforce and IBM are advancing their longstanding partnership by focusing on transforming sales and service processes with AI, particularly for organizations in regulated industries that seek to leverage enterprise data for automation. The collaboration aims to deliver pre-built AI agents and tools that integrate seamlessly within customers’ IT environments, enabling them to use their proprietary data while maintaining full control over their systems. By merging Salesforce’s Agentforce, a suite of autonomous agents, with IBM’s watsonx capabilities, the partnership will empower businesses to utilize AI agents within their daily applications. IBM’s watsonx Orchestrate will enhance Agentforce with autonomous agents that improve productivity, security, and regulatory compliance. Additionally, IBM customers will have the ability to interact with these agents via Slack, facilitating dynamic conversational experiences. Planned integrations between Salesforce Data Cloud and IBM Data Gate for watsonx will enable access to business data from IBM Z mainframes and Db2 databases, supporting AI workflows across the Agentforce platform. This integration will enhance data analysis and fuel AI-driven processes. Customers will also benefit from a broader range of AI model and deployment options through integration with IBM watsonx.ai. This will include access to IBM’s Granite foundation models, designed for enterprise applications. Enhancing Business Automation with Tailored Autonomous Agents Through the Agentforce Partner Network, businesses can develop and customize AI agents to interact with various enterprise tools and platforms. These agents are designed to perform multi-step tasks, make decisions based on triggers or interactions, and seek user approval for actions beyond their scope. They will help automate routine tasks, increase efficiency, streamline operations, and enhance customer service. IBM’s watsonx Orchestrate will integrate with Salesforce Agentforce to develop new pre-built agents for specific business challenges. These agents will leverage data and AI from both Salesforce and IBM to address various needs: Expanding Data Integration for AI Salesforce and IBM are also advancing data integration strategies through the Zero Copy integration between Salesforce Data Cloud and watsonx.data. This allows data to remain in place while being utilized for AI use cases, without duplication. Joint customers, particularly in financial services, insurance, manufacturing, and telecommunications, will leverage this integration to access and use mainframe datasets from IBM Z and Db2 databases on Salesforce’s platform. IBM will be the first Zero Copy partner to facilitate data flow between IBM Z and Salesforce Cloud, offering secure access to critical enterprise data and enhancing AI agent functionality. With IBM Z handling over 70% of global transaction value, this partnership ensures high standards of security, privacy, and compliance. Improving Efficiency with Slack and IBM watsonx Orchestrate IBM customers will now engage with watsonx Orchestrate agents directly within Slack, supporting AI app experiences with a new interface. This integration allows for seamless interaction with AI agents, automating tasks and enhancing collaboration across systems without leaving Slack. Expanding AI Model and Deployment Options with watsonx.ai A new integration with watsonx.ai will enable customers to deploy customized large language models (LLMs) within Salesforce Model Builder. This includes access to a range of third-party models and IBM’s Granite foundation models, which offer transparency and compliance with regulatory requirements. IBM Granite models are expected to be available within the Salesforce ecosystem by October. Partnering with IBM Consulting for Tailored AI Solutions IBM Consulting will leverage its expertise in Salesforce and AI to help joint customers accelerate the implementation of Agentforce. Through IBM Consulting Advantage, the AI-powered delivery platform, businesses will receive support in selecting, customizing, deploying, and scaling AI agents to meet specific industry needs. Customer Perspective Tectonic is transforming its service stations into preferred journey stops with the help of Salesforce and IBM. The collaboration offers unprecedented flexibility in AI utilization, enabling Tectonic to deliver hyper-personalized services through Agentforce and IBM’s watsonx AI, enhancing customer engagement and satisfaction. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more 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

September 17, 2024in Agentforce Platform, Data, Enterprise, Salesforce, Salesforce Data Cloud

17Sep

Copado Unveils AI Agents

Copado Unveils AI Agents to Automate Key DevOps Tasks for Salesforce Applications Copado has introduced a suite of generative AI agents designed to automate common tasks that DevOps teams frequently encounter when building and deploying applications on Salesforce’s software-as-a-service (SaaS) platform. This announcement comes ahead of the Dreamforce 2024 conference hosted by Salesforce. These AI agents are the result of over a decade of data collection by Copado, according to David Brooks, Copado’s vice president of products. The initial AI agents will focus on code generation and test automation, with future agents tackling user story creation, deployment scripts, and application environment optimization. Unlike AI co-pilot tools that assist with code generation, Copado’s agents will fully automate tasks, Brooks explained. DevOps teams will be able to orchestrate these AI agents to streamline workflows, making best DevOps practices more accessible to a wider range of development teams. As AI continues to reshape DevOps, more tasks will be automated using agentic AI. This approach involves creating AI agents trained on a specific, narrow dataset, ensuring higher accuracy compared to general-purpose large language models (LLMs) that pull data from across the web. While it’s unclear how quickly agentic AI will transform DevOps, Brooks noted that in the future, teams will consist of both human engineers and AI agents assigned to specific tasks. DevOps engineers will still be essential for overseeing the accuracy of these tasks, but many of the repetitive tasks that often lead to burnout will be automated. As the burden of routine work decreases, organizations can expect the pace of code writing and application deployment to significantly accelerate. This could lead to a shift in how DevOps teams approach application backlogs, enabling the deployment of more applications that might have previously been sidelined due to resource constraints. In the interim, Brooks advises DevOps teams to begin identifying which routine tasks can be assigned to AI agents. Doing so will free up human engineers to manage workflows at a scale that was once unimaginable, positioning teams to thrive in the AI-driven future of DevOps. 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

September 17, 2024in Generative AI

17Sep

Gearset Buys Clayton

Gearset, a leader in Salesforce DevOps solutions, announced the acquisition of Clayton, a code analysis platform designed specifically for Salesforce. This strategic acquisition is Gearset’s first following years of rapid growth, driven by a $55 million growth investment from Silversmith Capital Partners. During that time, Gearset has launched several products and upgrades, reaching the milestone of surpassing 2,500 customers — four times more than any other Salesforce DevOps vendor. Clayton has a major approach to Salesforce DevSecOps: identify anti-patterns and vulnerabilities early during development and remediate recurring issues with automated code corrections. Clayton helped find and correct thousands of vulnerabilities in some of the world’s largest Salesforce organizations. The integration of Clayton’s technology into Gearset’s DevOps suite will enable Salesforce teams to quickly build secure and well-architected applications. This will underline Gearset’s commitment to delivering best-in-class solutions that optimize the entire DevOps lifecycle, from code quality to secure deployments. For the immediate term, Clayton will continue operating under its brand within the Gearset family, ensuring uninterrupted service for existing users. And as the integration of teams and technologies progresses, customers can expect a unified platform that delivers an even more powerful suite of tools to drive Salesforce DevOps success. The financial terms of the deal were not disclosed. KEY QUOTES: “Salesforce development teams today need more than just speed — they need confidence in the quality and security of their code as they scale. The acquisition of Clayton allows us to address this need head-on by offering our customers advanced code analysis tools that streamline the development process and improve code quality from the ground up. Clayton’s deep expertise in this area aligns perfectly with our mission to empower teams with the most robust, reliable solutions available, ensuring our customers can focus on innovation for their business, while Gearset takes care of the heavy lifting in DevOps.” -Kevin Boyle, CEO at Gearset “We started Clayton with a true passion: making it easy for teams to write secure, high-quality business apps on Salesforce. We are thrilled to join Gearset. They have built a fantastic DevOps platform that customers love. Together, we can make modern DevSecOps accessible to many more Salesforce teams, making it easier to build secure, well-architected applications at scale.” -Lorenzo Frattini, founder and CEO at Clayton 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

September 17, 2024in Technology

17Sep

Salesforce has launched Industries AI

Salesforce has launched Industries AI, a comprehensive suite of AI tools tailored for specific industries, including government and related public-sector fields. This initiative integrates AI use case libraries into Salesforce’s 15 industry clouds, covering sectors such as public sector, energy and utilities, healthcare, education, and communications. Kristin Ruiz, Deputy CIO of the U.S. Transportation Security Administration, praised the partnership with Salesforce, noting the potential for AI to enhance passenger experiences by providing faster, more intuitive access to information. She emphasized the importance of using AI responsibly to improve security efficiency and safeguard the nation’s transportation system from emerging threats. The initial rollout of Industries AI focuses on three use cases within the public-sector cloud: These tools are scheduled for release in October. Additionally, Industries AI features tools designed to help utilities explain billing changes, streamline college recruitment, and summarize nonprofit program participant case histories. 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

September 17, 2024in Salesforce

17Sep

Bipartisan BIOSECURE Act

The U.S. House of Representatives has passed the bipartisan BIOSECURE Act, targeting Chinese biotech firms such as WuXi AppTec and WuXi Biologics as national security risks. The legislation restricts American companies from partnering with these firms, potentially disrupting the drug supply chain. Bipartisan SupportThe bill passed with a strong majority of 306-81, garnering support from 111 Democrats. Representative James Comer (R-Ky.) highlighted the bill’s goal to “protect U.S. taxpayer dollars from flowing to biotechnology companies that are owned, operated, or controlled by China or other foreign adversaries.” He emphasized the importance of safeguarding sensitive healthcare data from foreign influence before these companies become more entrenched in the U.S. economy. National Security ConcernsRep. Comer and other supporters, including Representatives John Moolenaar (R-Mich.) and Raja Krishnamoorthi (D-Ill.), underscored the bill’s significance for national security and the integrity of the U.S. healthcare system. Senate ProspectsThe Bipartisan BIOSECURE Act now moves to the Senate, where it is anticipated to receive robust bipartisan support. A similar measure previously passed the Senate Committee on Homeland Security and Governmental Affairs with overwhelming approval, suggesting a favorable outcome in the full Senate. Key ProvisionsIntroduced in January 2024, the Act prohibits U.S. biopharma companies from working with certain Chinese contractors. Currently, five companies, including WuXi AppTec and WuXi Biologics, are blacklisted. An amendment allows existing contracts to remain in effect until January 1, 2032, offering some flexibility for ongoing projects. Industry ImpactAnalysts caution that the Act could disrupt the U.S. drug supply and impede clinical trials, adding strain to an already pressured supply chain. Jaxon Tan and Ivy Yang, in a BioSpace opinion piece, warned that these restrictions might significantly affect industry progress and innovation. Domestic Manufacturing ChallengesThe Act also highlights vulnerabilities in U.S. manufacturing capabilities. Fernando Muzzio, a Rutgers University professor, pointed out that the U.S. has become overly dependent on foreign manufacturing, particularly from China and India, neglecting the development of domestic production capacities. This dependence underscores the need to bolster homegrown manufacturing infrastructure. Preparing for ChangeAs the BIOSECURE Act advances, healthcare technology companies will need to prepare for potential operational changes and supply chain disruptions. Firms may need to seek alternative partnerships and invest in domestic resources to navigate these challenges effectively. While the Bipartisan BIOSECURE Act aims to enhance national security, it also presents both challenges and opportunities for the healthcare industry. Companies will need to adapt to these changes to maintain stability and continue advancing medical innovation. 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

September 17, 2024in Salesforce

16Sep

Triggering a Refresh of the Einstein Next Best Action

How to Force a Refresh of the Einstein Next Best Action Component User Question: “Hi folks, is there a way to force a refresh of the Einstein Next Best Action component in the service console? I tried re-executing my recommendation strategy flow, but the recommendation didn’t change, even though the flow picked a new one. I also triggered the lightning:nextBestActionsRefresh event from an Aura component, but that didn’t work either.” Triggering a Refresh of the Einstein Next Best Action (NBA) Component Einstein Next Best Action (NBA) is designed to react dynamically to changes in Salesforce, updating its recommendations. While refreshing the entire page works, there are more efficient methods to trigger a refresh in a more subtle, automatic way. Trigger 1: Automatic Refresh Based on Record Changes If a field on the record is modified, the NBA component automatically refreshes to show updated recommendations. Trigger 2: Refresh Triggered by Flow on the Same Page NBA also refreshes if a flow changes a related object. For example, if a flow modifies a related Survey record, the NBA component on the current record page will refresh. This smart refresh is facilitated by Salesforce’s Lightning cache, though it may not apply in all scenarios. Trigger 3: Community Cloud Event Integrations NBA can refresh via special event integrations in Salesforce Community Cloud pages. Trigger 4: Using a Lightning Component on the Same Page The NBA component listens for the lightning:nextBestActionsRefresh event. When triggered, it sends a new request to the NBA strategy execution endpoint. If the updated strategy returns new recommendations, the component refreshes automatically. This works on both Lightning Experience and Communities pages. To fire the event from a Lightning component, add this tag: htmlCopy code<aura:registerEvent name=”refreshEvent” type=”markup://lightning:nextBestActionsRefresh”/> Make sure the event includes the correct recordId in its payload. The component will only refresh if the event’s recordId matches the current record page. Example Code for Firing the Event: javascriptCopy codefunction(component, event, helper) { var appEvt = $A.get(“e.lightning:nextBestActionsRefresh”); if (!$A.util.isEmpty(component.get(“v.myRecordId”))) { appEvt.setParam(“recordId”, component.get(“v.myRecordId”)); } appEvt.fire(); } Trigger 5: Flow Firing the Application Event If your flow doesn’t modify related records but you still want to refresh NBA, you can trigger the nextBestActionsRefresh event from a Lightning component on a flow screen. This will prompt NBA to refresh. Trigger 6: Using Platform Events Platform events enable any event in Salesforce or an external system to trigger an NBA refresh. This is useful for real-time updates, like dynamically changing recommendations based on supply chain or ERP changes. One example involved updating recommendations based on customer sentiment detected during call recordings. By implementing these methods, you can ensure the NBA component remains responsive and up-to-date across various use cases. 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

September 16, 2024in Salesforce, Salesforce Einstein, Salesforce Implementation Services, Salesforce User Questions

16Sep

Transformative Potential of AI in Healthcare

Healthcare leaders are increasingly optimistic about the transformative potential of AI and data analytics in the industry, according to a new market research report by Arcadia and The Harris Poll. The report, titled “The Healthcare CIO’s Role in the Age of AI,” reveals that 96% of healthcare executives believe AI adoption can provide a competitive edge, both now and in the future. While one-third of respondents see AI as essential today, 73% believe it will become critical within the next five years. How AI is Being Used in Healthcare The survey found that 63% of healthcare organizations are using AI to analyze large patient data sets, identifying trends and informing population health management. Additionally, 58% use AI to examine individual patient data to uncover opportunities for improving health outcomes. Nearly half of the respondents also reported using AI to optimize the management of electronic health records (EHRs). These findings align with a similar survey conducted by the University of Pittsburgh Medical Center’s Center for Connected Medicine (CCM), which highlighted AI as the most promising emerging technology in healthcare. The focus on AI stems from its ability to break down data silos and make use of the vast amount of clinical data healthcare organizations collect. “Healthcare leaders are preparing to harness AI’s full potential to reform care delivery,” said Aneesh Chopra, Arcadia’s chief strategy officer. “With secure data sharing scaling across the industry, technology leaders are focusing on platforms that can organize fragmented patient records into actionable insights throughout the patient journey.” Supporting Strategic Priorities with AI AI and data analytics are also seen as critical for maintaining competitiveness and resilience, particularly as organizations face digital transformation and financial challenges. In fact, 83% of respondents indicated that data-driven tools could help them stay ahead in these areas. Technology-related priorities, such as adopting an enterprise-wide approach to data analytics (44%) and enhancing decision-making through AI (41%), were top of mind for many healthcare leaders. Improving patient experience (40%), health outcomes (35%), and patient engagement (29%) were also highlighted as key strategic goals that AI could help achieve. Challenges in AI Adoption While most healthcare leaders are confident about adopting AI (96%), they also feel pressure to do so quickly, with the push primarily coming from data and analytics teams (82%), IT teams (78%), and executives (73%). One major obstacle is the lack of talent. Approximately 40% of respondents identified the shortage of skilled professionals as a top barrier to AI adoption. To address this, organizations are seeing increased demand for skills related to data analysis, machine learning, and systems integration. Additionally, 71% of IT leaders emphasized the growing need for data-driven decision-making skills. The Evolving Role of CIOs The rise of AI is reshaping the role of CIOs in healthcare. Nearly 87% of survey respondents see themselves as strategic influencers in setting and refining AI-related strategies, rather than just implementers. However, many CIOs feel constrained by the demands of day-to-day operations, with 58% reporting that tactical execution takes precedence over long-term AI strategy development. Leaders agree that to be effective, CIOs and their teams should focus more on strategic planning, dedicating around 75% of their time to developing and implementing AI strategies. Communication and workforce readiness are also crucial, with 75% of respondents citing poor communication between IT teams and clinical staff as a barrier to AI success, and 40% noting that clinical staff need more support to utilize data analytics effectively. “CIOs and their teams are setting the stage for an AI-driven transformation in healthcare,” said Michael Meucci, president and CEO of Arcadia. “The findings show that a robust data foundation and an evolving workforce are key to realizing AI’s full potential in patient care and healthcare operations.” 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

September 16, 2024in Data, Enterprise, Generative AI, Salesforce, Salesforce Development Services, Salesforce Health and Life Sciences Solutions, Salesforce Optimization, Technology

16Sep

6 Work Easing Google AI Extensions

Time is often equated with money, and that couldn’t be more accurate. These Work Easing Google AI Extensions will give you back some time. Time is an invaluable asset, essential for managing both work and life. Many find themselves overwhelmed with tasks, constantly battling stress and exhaustion due to a lack of time. This was the case until AI-powered Chrome extensions came along, revolutionizing the way work is approached. Time concious workers have discovered the transformative power of these digital tools. They not only improved their careers but also completely changed how each manages there workload. Now, Tectonic’s sharing these invaluable resources, which have significantly boosted her productivity and time management. Here are some of the AI Chrome extensions we recommend: 1. Glasp AI Extension Glasp AI Chrome Extension Glasp AI is a robust tool that aids in capturing, organizing, and sharing knowledge from the web. Features: Benefits: 2. Merlin AI Merlin AI Chrome Extension Merlin AI uses advanced technology to assist with various tasks, helping users work faster and more efficiently. What it does: Why it’s helpful: 3. Just Done AI Extension Just Done AI Just Done AI is a great tool for detecting AI content. Features: Benefits: 4. Perplexity AI Perplexity AI Chrome Extension Perplexity AI is designed to elevate the browsing experience by providing quick access to AI-driven information and assistance. Why it’s useful: Benefits: 5. SciSpace SciSpace Chrome Extension SciSpace simplifies the understanding of scientific papers or reports by acting as a virtual assistant within the web browser. Just imagine having a coach explaining the technical concepts. Features: 6. WebChatGPT WebChatGPT Chrome Extension WebChatGPT enhances ChatGPT by allowing it to access current information from the internet, making the tool even more effective, by connecting it to up-to-date data. What it does: Why it’s beneficial: Work Easing Google AI Extensions These AI Chrome extensions have dramatically improved time management and productivity. They offer similar potential for anyone looking to optimize their workflow and make the most of their work time. 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

September 16, 2024in Salesforce

15Sep

Flow and Validation Rules

Salesforce Flow and Validation Rules are essential tools that every Salesforce admin frequently uses. In certain scenarios, you may need to create Flows or Validation Rules specifically for the Salesforce mobile app or exclude them from it. Additionally, you might want to implement different logic depending on whether the user is on the mobile app or desktop. To achieve this, you can configure a flow that behaves differently based on the user’s device. However, keep in mind that this approach only works in screen flows, as it involves a local action, and local actions are supported only within screen flows. It’s also important to note that this method cannot be applied to Validation Rules, as actions are not compatible with them. Using the User Global Variable to Detect Mobile App Usage Global variables in Salesforce provide general information about the current user and your organization. One particularly useful global variable, $User, stores data like the user’s ID, email, Profile ID, and more. A lesser-known but valuable property, $User.UIThemeDisplayed, identifies the Salesforce interface the user sees. This variable enables you to design Flows and Validation Rules specifically for the Salesforce mobile app or desktop experience. The $User.UIThemeDisplayed variable can be used to detect the CSS theme applied to Salesforce web pages for a user. Below are the possible values: To detect if a user is on the Salesforce mobile app, check if $User.UIThemeDisplayed equals ‘Theme4t’. This allows you to apply different logic depending on the theme being used, such as differentiating between Salesforce Classic and Lightning Experience. Examples By leveraging the $User.UIThemeDisplayed global variable, you can customize the behavior of your flows and validation rules, ensuring a tailored user experience on the Salesforce mobile app or desktop. 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

September 15, 2024in Salesforce

15Sep

More Cool AI Tools

In today’s fast-paced digital world, AI is no longer a luxury but a necessity for maximizing work efficiency. With the right AI tools, businesses and individuals can automate tasks, enhance creativity, improve customer engagement, and streamline operations. Here’s a breakdown of the Top 21 AI tools you should explore to elevate your productivity and stay ahead of the curve! 1️⃣ Video CreationSynthesiaWebsite: SynthesiaAn AI video creation tool that lets you generate high-quality videos from text. Ideal for creating marketing, training, and explainer videos quickly and professionally. VeedWebsite: VeedVeed helps you create, edit, and share professional videos with ease, incorporating AI to streamline the process of adding captions, effects, and edits. SubmagicWebsite: SubmagicSubmagic uses AI to automatically generate subtitles for videos, improving accessibility and viewer engagement. 2️⃣ Customer Relationship Management (CRM)HubSpotWebsite: HubSpotHubSpot’s AI-powered CRM system streamlines customer interactions, helping businesses improve customer satisfaction, sales, and retention. FreshworksWebsite: FreshworksThis tool offers AI-driven solutions for customer service, sales, and marketing, helping companies improve relationships and resolve issues faster. HighLevelWebsite: HighLevelHighLevel integrates AI to improve customer management processes, including lead nurturing and campaign tracking. 3️⃣ Website Design and BrandingWizard AIWebsite: Wizard AIA design tool that helps you create stunning visuals and branding for your website using AI. Whether you’re looking to revamp your website or create a logo, Wizard AI makes it simple. LookaWebsite: LookaLooka offers AI-powered logo creation, making it easy for businesses and startups to design professional logos in just minutes. TurbologoWebsite: TurbologoTurbologo is another intuitive logo maker that uses AI to generate custom logo designs based on your business type and preferences. 4️⃣ Project Management and CollaborationMondayWebsite: MondayAn all-in-one project management platform that uses AI to automate workflows, track progress, and enhance team collaboration. ClickUpWebsite: ClickUpClickUp leverages AI to provide real-time project insights, task automation, and comprehensive team collaboration tools for businesses of all sizes. Golf AIWebsite: Golf AIGolf AI helps golfers refine their game with AI insights, but its technology can also be applied in the professional world, improving focus, strategy, and decision-making in various projects. 5️⃣ Marketing and Lead GenerationPipedriveWebsite: PipedriveA popular tool that helps businesses track leads and automate marketing workflows, making lead generation more efficient and scalable. Apollo AIWebsite: Apollo AIApollo enables businesses to automate sales and lead generation by using AI to find and reach potential customers, helping you connect with decision-makers faster. EnvizWebsite: EnvizThis platform uses AI to provide intelligent data analysis and insights, allowing businesses to fine-tune their marketing strategies. 6️⃣ AI for Audio and VoiceMurf AIWebsite: Murf AIAn AI voice generator that converts text into lifelike voiceovers. Ideal for creators, marketers, and educators who want to generate high-quality audio content. SpeechifyWebsite: SpeechifySpeechify turns written text into audio, helping users consume content faster. It’s perfect for multitaskers and individuals with reading disabilities. ElevenLabsWebsite: ElevenLabsElevenLabs offers state-of-the-art AI technology to generate and clone natural-sounding voices, ideal for podcasts, audiobooks, and interactive audio experiences. 🌐 Explore More AI-Powered ToolsUnlock your productivity potential with these top AI tools. Whether you’re managing projects, creating content, or building customer relationships, AI is your key to efficiency. 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

September 15, 2024in AI Tools, Data, Technology

15Sep

Cross Cloud Zero-Copy Data

Simplifying Secure Data Access Across Clouds In today’s data-driven world, secure and prompt access to information is crucial. However, with critical analytics data spread across various cloud vendors, achieving this expediency can be challenging. Cross-cloud zero-copy data sharing doesn’t have to be complex. By leveraging your Autonomous Database, you can swiftly establish secure data sharing with your Salesforce CRM Data Stream in just seconds. This guide will walk you through the straightforward process of connecting your Salesforce CRM data to your Autonomous Database using the Salesforce CRM data connector type. Requirements for Salesforce Integration To connect Salesforce CRM data with your Autonomous Database, you’ll need the following: 1. Confirm Data Stream Configuration On the Data Streams Dashboard, verify the Data Stream Name, Data Connector Type, and Data Stream Status. 2. Set Up Your Autonomous Database Create Your Credentials: sqlCopy codeBEGIN DBMS_CLOUD.CREATE_CREDENTIAL( credential_name => ‘<your credential name>’, username => ‘<your salesforce log-in id>’, password => ‘<your salesforce password>’); END; / Create Your Database Link: sqlCopy codeBEGIN DBMS_CLOUD_ADMIN.CREATE_DATABASE_LINK( db_link_name => ‘<your database link name>’, hostname => ‘<your host>.my.salesforce.com’, port => ‘19937’, service_name => ‘salesforce’, ssl_server_cert_dn => NULL, credential_name => ‘<your credential name>’, gateway_params => JSON_OBJECT( ‘db_type’ value ‘salesforce’, ‘security_token’ value ‘<your security token>’)); END; / 3. Check Connectivity Details The HETEROGENEOUS_CONNECTIVITY_INFO view provides information on credential and database link requirements for external databases. For example: sqlCopy codeSELECT database_type, required_port, sample_usage FROM heterogeneous_connectivity_info WHERE database_type = ‘salesforce’; 4. Demonstration: Connecting to Salesforce Data Follow these steps to connect to your Salesforce CRM organization using the Salesforce Data Cloud Sales synthetic data in the Account_Home Data Stream: 5. Set Up Connectivity Using DBMS_CLOUD.CREATE_CREDENTIAL, create the necessary credentials to connect to Salesforce. Then, use DBMS_CLOUD_ADMIN.CREATE_DATABASE_LINK to establish the database link. Once configured, execute the SELECT statement against the ACCOUNT data to verify successful connection. 6. Utilize Zero-Copy Data Sharing With zero-copy data access to the Salesforce CRM Data Lake ACCOUNT object, you can: Conclusion As demonstrated, secure and efficient cross-cloud zero-copy data access can be straightforward. By following these simple steps, you can bypass cumbersome ETL operations and gain immediate, secure access to your Salesforce CRM data. This approach eliminates the overhead of complex data pipelines and provides you with real-time access to critical business data. 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

September 15, 2024in Salesforce Data Cloud

15Sep

GPT-o1 GPT5 Review

OpenAI has released its latest model, GPT-5, also known as Project Strawberry or GPT-o1, positioning it as a significant advancement in AI with PhD-level reasoning capabilities. This new series, OpenAI-o1, is designed to enhance problem-solving in fields such as science, coding, and mathematics, and the initial results indicate that it lives up to the anticipation. Key Features of OpenAI-o1 Enhanced Reasoning Capabilities Safety and Alignment Targeted Applications Model Variants Access and Availability The o1 models are available to ChatGPT Plus and Team users, with broader access expected soon for ChatGPT Enterprise users. Developers can access the models through the API, although certain features like function calling are still in development. Free access to o1-mini is expected to be provided in the near future. Reinforcement Learning at the Core The o1 models utilize reinforcement learning to improve their reasoning abilities. This approach focuses on training the models to think more effectively, improving their performance with additional time spent on tasks. OpenAI continues to explore how to scale this approach, though details remain limited. Major Milestones The o1 model has achieved impressive results in several competitive benchmarks: Chain of Thought Reasoning OpenAI’s o1 models employ the “Chain of Thought” prompt engineering technique, which allows the model to think through problems step by step. This method helps the model approach complex problems in a structured way, similar to human reasoning. Key aspects include: While the o1 models show immense promise, there are still some limitations, which have been covered in detail elsewhere. However, based on early tests, the model is performing impressively, and users are hopeful that these capabilities are as robust as advertised, rather than overhyped like previous projects such as SORA or SearchGPT by OpenAI. 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

September 15, 2024in Enterprise

15Sep

Slack Personality Quiz

Slack has introduced a personality quiz, inspired by BuzzFeed-style formats, to understand how modern office workers interact with AI tools. Based on a survey of 5,000 full-time desk workers across six countries, the quiz categorizes users into five distinct groups based on their engagement with generative AI. From “The Rebel” to “The Maximalist,” these personas are designed to help business leaders organize teams more effectively by understanding how employees perceive and utilize AI. According to Christina Janzer, Slack’s SVP of research and analytics, the personas reflect the diverse ways workers are engaging with AI, emphasizing that there isn’t a one-size-fits-all approach. Interestingly, Slack’s recent survey revealed that while executive leadership is pushing AI adoption, two-thirds of workers have yet to use AI tools in their daily tasks. Among AI users, there’s a split between “Maximalists” (30% of respondents), who actively use AI and advocate for its benefits, and “The Underground” (20%), who also use AI regularly but more discreetly. For non-users, the personas include “Rebels” (19%), who avoid AI and remain skeptical, “Superfans” (16%), who admire AI advancements but haven’t adopted it themselves, and “Observers” (16%), who cautiously watch from the sidelines. Janzer noted demographic differences, such as a higher proportion of women and older individuals in the Rebel category, while Maximalists and Underground users tend to be younger men. Janzer emphasized that while these personas highlight current attitudes, they aren’t permanent. Businesses should take these insights into account when rolling out AI projects, ensuring they address the varied sentiments across their workforce. 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

September 15, 2024in Generative AI, Salesforce Slack

14Sep

Salesforce Advanced AI Models

Salesforce has introduced two advanced AI models—xGen-Sales and xLAM—designed to enhance its Agentforce platform, which seamlessly integrates human agents with autonomous AI for greater business efficiency. xGen-Sales, a proprietary AI model, is tailored for sales tasks such as generating customer insights, summarizing calls, and managing pipelines. By automating routine sales activities, it enables sales teams to focus on strategic priorities. This model enhances Agentforce’s capacity to autonomously handle customer interactions, nurture leads, and support sales teams with increased speed and precision. The xLAM (Large Action Model) family introduces AI models designed to perform complex tasks and trigger actions within business systems. Unlike traditional Large Language Models (LLMs), which focus on content generation, xLAM models excel in function-calling, enabling AI agents to autonomously execute tasks like initiating workflows or processing data without human input. These models vary in size and capability, from smaller, on-device versions to large-scale models suitable for industrial applications. Salesforce AI Research developed the xLAM models using APIGen, a proprietary data-generation pipeline that significantly improves model performance. Early xLAM models have already outperformed other large models in key benchmarks. For example, the xLAM-8x22B model ranked first in function-calling tasks on the Berkeley Leaderboards, surpassing even larger models like GPT-4. These AI innovations are designed to help businesses scale AI-driven workflows efficiently. Organizations adopting these models can automate complex tasks, improve sales operations, and optimize resource allocation. The non-commercial xLAM models are available for community review on Hugging Face, while proprietary versions will power Agentforce. xGen-Sales has completed its pilot phase and will soon be available for general use. 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

September 14, 2024in Agentforce Platform

14Sep

Impact of EHR Adoption

Fueled by the availability of chatbot interfaces like Chat-GPT, generative AI has become a key focus across various industries, including healthcare. Many electronic health record (EHR) vendors are integrating the technology to streamline administrative workflows, allowing clinicians to focus more on patient care. Whether you see EHR adoption as easy or challenging, the Impact of EHR Adoption will be positive. Generative AI and EHR Efficiency As defined by the Government Accountability Office (GAO), generative AI is “a technology that can create content, including text, images, audio, or video, when prompted by a user.” Generative AI systems learn patterns from vast datasets, enabling them to generate new, similar content using machine learning algorithms and statistical models. One of the areas where generative AI shows promise is in automating EHR workflows, which could alleviate the burden on clinicians. Epic’s AI-Driven Innovations Phil Lindemann, vice president of data and analytics at Epic, noted that generative AI is ideal for automating repetitive tasks. One application under testing allows the technology to draft patient portal message responses for clinicians to review and send. This could save time and let doctors spend more time with patients. Another project focuses on summarizing updates to a patient’s record since their last visit, offering a quick synopsis for the provider. Epic is also exploring how generative AI could help patients better understand their health records by translating complex medical terms into more accessible language. Additionally, the system can translate this information into various languages, enhancing patient education across diverse populations. However, Lindemann emphasized that while AI offers valuable tools, it is not a cure-all for healthcare’s challenges. “We see it as a translation tool,” he said, acknowledging the importance of targeted use cases for successful implementation. Oracle Health’s Clinical Digital Assistant Oracle Health is beta-testing a generative AI chatbot aimed at reducing administrative tasks for healthcare professionals. The Clinical Digital Assistant summarizes patient information and generates automated clinical notes by listening to patient-provider conversations. Physicians can interact with the tool during consultations, asking for relevant patient data without breaking eye contact with the patient. The assistant can also suggest actions based on the discussion, which providers must review before finalizing. Oracle plans to make this tool widely available by the second quarter of 2024, with the goal of easing clinician workloads and improving the patient experience. eClinicalWorks and Ambient Listening Technology In partnership with sunoh.ai, eClinicalWorks is utilizing generative AI-powered ambient listening technology to assist with clinical documentation. This tool automatically drafts clinical notes based on patient conversations, which clinicians can then review and edit as necessary. Girish Navani, CEO of eClinicalWorks, highlighted the potential for generative AI to become a personal assistant for doctors, streamlining documentation tasks and reducing cognitive load. The integration is expected to be available to customers in early 2024. MEDITECH’s AI-Powered Discharge Summaries MEDITECH is collaborating with Google to develop a generative AI tool focused on automating hospital discharge summaries. These summaries, which are crucial for care coordination, are often time-consuming for clinicians to create, especially for patients with longer hospital stays. The AI system generates draft summaries that clinicians can review and edit, aiming to speed up discharges and reduce clinician burnout. MEDITECH is working with healthcare organizations to validate the technology before a general release. Helen Waters, executive vice president and COO of MEDITECH, stressed the importance of careful implementation. The goal is to ensure accuracy and build trust among clinicians so that generative AI can be successfully integrated into clinical workflows. The Impact of EHR Adoption EHR systems have transformed healthcare, improving care coordination and decision support. However, EHR-related administrative burdens have also contributed to clinician burnout. A 2019 study found that 40% of physician burnout was linked to EHR use. By automating time-consuming EHR tasks, generative AI could help reduce this burden and improve clinical efficiency. 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

September 14, 2024in Data, Generative AI, Google, Salesforce Health and Life Sciences Solutions, Salesforce Optimization, Technology

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