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Agentforce Testing Tool
11Dec

Agentforce Testing Tool

Salesforce Unveils Agentforce Testing Center: A Breakthrough in AI Agent Lifecycle Management Salesforce, the global leader in AI-powered CRM solutions, has announced the Agentforce Testing Center, a first-of-its-kind platform for managing the lifecycle of autonomous AI agents. This innovative solution enables organizations to test AI agents at scale, leveraging synthetic data in secure environments, while ensuring accurate performance and robust monitoring. Designed to meet the unique demands of deploying intelligent AI agents, the Agentforce Testing Center introduces new tools to test, prototype, and optimize AI agents without disrupting live production systems. Core Features of the Agentforce Testing Center Why It Matters Autonomous AI agents represent a paradigm shift in enterprise software, capable of reasoning, retrieving data, and acting on behalf of users. However, ensuring their reliability and trustworthiness requires a robust testing framework that eliminates risks to live systems. The Agentforce Testing Center addresses these challenges by combining: “Agentforce is helping businesses create a limitless workforce,” said Adam Evans, EVP and GM for Salesforce AI Platform. “To deliver this value quickly, CIOs need advanced tools for testing and monitoring autonomous systems. Agentforce Testing Center provides the necessary framework for secure, repeatable deployment.” Customer and Analyst Perspectives Shree Reddy, CIO, PenFed:“With nearly 3 million members, PenFed is dedicated to providing personalized, efficient service. Using Data Cloud Sandboxes, we’re able to test and refine AI agents, ensuring they deliver fast, accurate support that aligns with our members’ financial goals.” Keith Kirkpatrick, Research Director, The Futurum Group:“To instill trust in AI, businesses must rigorously test autonomous agents. Salesforce’s Testing Center enables confidence by simulating hundreds of interaction scenarios, helping organizations deploy AI agents securely and effectively.” Availability A Competitive Edge in AI Lifecycle Management Salesforce’s Agentforce Testing Center sets a new industry standard for testing and deploying AI agents at scale. By providing a secure, scalable, and transparent solution, Salesforce enables businesses to embrace an “agent-first” approach with confidence. As enterprises continue adopting AI, tools like the Agentforce Testing Center will play a critical role in accelerating innovation while maintaining trust and reliability. 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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December 11, 2024in Agentforce Platform, Data, Enterprise, Salesforce0 Comments
AI Agents, Tech's Next Big Bet
08Dec

Business Intelligence and AI

AI in Business Intelligence: Uses, Benefits, and Challenges AI tools are increasingly becoming integral to Business Intelligence (BI) systems, enhancing analytics capabilities and streamlining tasks. In this article, we explore how AI can bring new value to BI processes and what to consider as this integration continues to evolve. AI’s Role in Business Intelligence Business Intelligence tools, such as dashboards and interactive reports, have traditionally focused on analyzing historical and current data to describe business performance—known as descriptive analytics. While valuable, many business users seek more than just a snapshot of past performance. They also want predictive insights (forecasting future trends) and prescriptive guidance (recommendations for action). Historically, implementing these advanced capabilities was challenging due to their complexity, but AI simplifies this process. By leveraging AI’s analytical power and natural language processing (NLP), businesses can move from descriptive to predictive and prescriptive analytics, enabling proactive decision-making. AI-powered BI systems also offer the advantage of real-time data analysis, providing up-to-date insights that help businesses respond quickly to changing conditions. Additionally, AI can automate routine tasks, boosting efficiency across business operations. Benefits of Using AI in BI Initiatives The integration of AI into BI systems brings several key benefits, including: Examples of AI Applications in BI AI’s role in BI is not limited to internal process improvements. It can significantly enhance customer experience (CX) and support business growth. Here are a few examples: Challenges of Implementing AI in BI While the potential for AI in BI is vast, there are several challenges companies must address: Best Practices for Deploying AI in BI To maximize the benefits of AI in BI, companies should follow these best practices: Future Trends to Watch AI is not poised to replace traditional BI tools but to augment them with new capabilities. In the future, we can expect: In conclusion, AI is transforming business intelligence by turning data analysis from a retrospective activity into a forward-looking, real-time process. While challenges remain, such as data governance, ethical concerns, and skill shortages, AI’s potential to enhance BI systems and drive business success is undeniable. By following best practices and staying abreast of industry developments, businesses can harness AI to unlock new opportunities and deliver better insights. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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December 8, 2024in AI Tools, Data, Generative AI0 Comments
agentforce testing center
08Dec

Agentforce Testing Center

Salesforce has launched the Agentforce Testing Center, a groundbreaking tool for testing, deploying, and managing AI agents at scale. This innovative platform uses synthetically generated data to ensure AI agents perform accurate actions and deliver precise responses while providing comprehensive monitoring of usage and feedback. A New Era of AI Testing The Agentforce Testing Center operates within Salesforce’s enterprise-grade platform, integrated seamlessly with Data Cloud. It introduces no-code tools that allow organizations to test AI agents securely in sandbox environments, ensuring minimal risk to live production systems. By enabling robust testing and optimization, this tool helps businesses confidently deploy AI agents tailored to their needs. According to Adam Evans, EVP and GM for the Salesforce AI Platform, the Agentforce Testing Center is a critical tool for modern enterprises: “Agentforce is helping businesses create a limitless workforce. CIOs need tools for testing and monitoring agentic systems. This offering marks the next evolution of lifecycle management, enabling businesses to deploy trusted AI agents in a secure, repeatable way.” Key Capabilities of the Agentforce Testing Center Industry Implications Keith Kirkpatrick, Research Director at The Futurum Group, emphasized the importance of this offering: “To build trust in AI, businesses need robust tools to pressure test autonomous agents. Salesforce’s Testing Center delivers this capability, ensuring AI agents can reason, retrieve data, and adapt effectively.” Enhancing AI Agent Strategies The Agentforce Testing Center’s integration with Salesforce tools like DevOps Center and Change Sets further simplifies deployment workflows. Features like User Acceptance Testing (UAT) and real-time alerts in the Digital Wallet give teams deeper control and visibility into AI performance, ensuring business readiness before live deployment. As Salesforce continues to invest in AI innovation, including recent acquisitions to enhance Data Cloud security, the Agentforce Testing Center positions the CRM leader as a pioneer in responsible and scalable AI deployment. This offering exemplifies how businesses can create a “limitless workforce” while maintaining trust, transparency, and efficiency in AI operations. 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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December 8, 2024in Agentforce Platform, Data, Enterprise, Salesforce0 Comments
07Dec

Ushering in the Era of AI-Driven Workforces

Agentforce: Ushering in the Era of AI-Driven Workforces “Agentforce is redefining what’s possible in business and beyond, ushering in a new era of AI abundance and limitless workforces that augment every employee, build deeper customer relationships, and drive unprecedented growth and profitability.”— Marc Benioff, Salesforce CEO Key Features and Takeaways Out-of-the-Box AI Agents Agentforce introduces pre-built, customizable agents that are deployable with low-code or no-code tools, working tirelessly across any channel. Its first generally available solution, the Agentforce Service Agent, surpasses traditional chatbots by handling a diverse range of tasks—from simple inquiries to complex scenarios. Key capabilities include: Seamless Integration with Salesforce Platform Agentforce eliminates the complexity of building AI solutions from scratch. Unlike other platforms that demand intricate data integration and custom automation, Agentforce is fully embedded within the Salesforce ecosystem. With Agentforce, businesses can: Always-On Automation Agentforce operates independently of human intervention. Agents can be triggered by changes in data, predefined business rules, or pre-built automations, ensuring uninterrupted workflows. This blend of autonomous operation and human collaboration creates a symbiotic relationship between people and AI, enhancing productivity and customer satisfaction. A Competitive Edge in the AI Space Salesforce emphasizes that Agentforce goes beyond chatbots and copilots, setting a new benchmark for enterprise AI. In a strategic swipe at competitors, Marc Benioff likened rival offerings—like Microsoft’s Dynamics 365 AI agents—to “Clippy 2.0,” critiquing their inaccuracies and risks of corporate data leaks. By contrast, Agentforce builds on Salesforce’s proven Einstein AI platform, ensuring reliability, scalability, and secure integration. Redefining Customer Success Agentforce isn’t just about automation—it’s about driving outcomes. By enabling businesses to automate complex processes, deepen customer relationships, and scale operations, it paves the way for limitless growth in the age of AI. Ready to transform your workforce? With Agentforce, the future of AI-driven business is already here. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more 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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December 7, 2024in Agentforce Platform, Data, Enterprise, Mulesoft, Salesforce0 Comments
Spring 25 Update
06Dec

Spring 25 Update

Get Ready for Salesforce Spring ’25: Key Dates and Insights It’s that time of the Salesforce calendar again—the Salesforce ecosystem is buzzing with anticipation as the Spring ’25 release approaches. Packed with innovative features and updates, this release is set to enhance the customer experience and deliver significant value to all Salesforce users. To make the most of this release, there are two key priorities to focus on: preparing your sandbox and understanding when your instance will be upgraded. When Will Your Salesforce Instance Upgrade to Spring ’25? Knowing when your main Salesforce environment will transition to Spring ’25 is critical. Running tests on key system functions before the upgrade ensures everything continues to operate smoothly. While Salesforce releases are generally seamless, proactive testing is always a good practice. The main release weekends for Spring ’25 are: To pinpoint when your specific instance will upgrade: If you’re unsure of your instance name, you can find it by navigating to Setup > Company Information in your Salesforce org. Spring ’25 Sandbox Preview: Your Testing Opportunity Upgrading your sandbox environment is a vital part of preparing for the Spring ’25 release. This step allows you to test the new features and updates with your unique configurations and data. Salesforce provides two upgrade windows for sandboxes, depending on whether your instance is “Preview” or “Non-Preview.” Most sandboxes are expected to upgrade around January 4, 2025. Using a pre-release org is another option to explore the new features before the sandbox upgrade, but keep in mind that pre-release orgs don’t include your specific configurations. Spring ’25 Pre-Release Orgs Pre-release orgs provide a sneak peek at the Spring ’25 updates. These are an excellent way to get hands-on experience with the new features before they roll out to your environment. Stay tuned for the pre-release org link as it becomes available. Spring ’25 Release Notes: A First Look at New Features Perhaps the most eagerly awaited milestone in the Salesforce release cycle is the publication of the official release notes. These notes provide an in-depth overview of the features and upgrades being rolled out across Salesforce products. We’ll link the release notes here as soon as they’re available—so you can dive into what’s coming and prepare to implement the changes that matter most to your organization. With the Spring ’25 release just around the corner, now’s the time to start planning and testing. By staying ahead of the key dates and leveraging your sandbox preview, you’ll ensure a smooth transition to the latest Salesforce innovations. 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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December 6, 2024in Data, Salesforce0 Comments
03Dec

Simplify Data Management with Salesforce Schema Builder

Simplify Data Management with Salesforce Schema Builder and Tectonic Gone are the days of manually checking and cross-referencing data! Spending hours—or even involving multiple team members—to ensure data accuracy before presenting it to key stakeholders is a thing of the past. Today, Salesforce admins and developers are turning to built-in tools like Schema Builder to streamline data management. This intuitive graphical interface makes it easier to view, edit, and understand data models with confidence. Imagine effortlessly showing stakeholders or new teammates how data flows through your systems. With Schema Builder, you can achieve this and so much more. This powerful Salesforce tool enables you to: Let’s dive into what makes Schema Builder such a game-changer for admins and developers alike! What is Schema Builder in Salesforce? Schema Builder empowers Salesforce admins to easily edit or visualize data models in alignment with business goals. Whether you’re designing new objects, building relationships, or troubleshooting existing models, Schema Builder provides a dedicated space for managing complex data architectures. How to Access Schema Builder Schema Builder is a built-in Salesforce tool and is simple to access: That’s it—you’re ready to begin! Top Features of Schema Builder Schema Builder is an essential tool for managing Salesforce objects and relationships. Here are two standout features that make it invaluable for administrators: 1. Design Flexibility Schema Builder allows admins to easily add components to a schema, such as: This flexibility enables admins to tailor schemas to meet unique business needs, ensuring data is organized for optimal usability. 2. Simplified Object Creation Creating custom objects to store business data is a common task for Salesforce admins. With Schema Builder, these objects can be created quickly and efficiently, saving time and effort. How Does Schema Builder Work? Schema Builder provides an intuitive drag-and-drop interface that simplifies the process of visualizing and editing your Salesforce data model. One of the tool’s greatest advantages is its ability to present your data model without altering the underlying objects and relationships. For example, if you need to onboard a new hire or explain your data architecture to stakeholders, Schema Builder serves as the perfect visual aid. Impact Analysis with Schema Builder Beyond data visualization, Schema Builder supports impact analysis, helping businesses avoid costly mistakes when making changes to their Salesforce setup. For example, Schema Builder can display all object fields within your Salesforce org, giving you a comprehensive view of potential impacts before making adjustments. This feature ensures that workload changes, process updates, and business decisions are based on accurate and complete information. Pros and Cons of Salesforce Schema Builder While Schema Builder offers many benefits, it’s important to be aware of its limitations. Advantages Disadvantages Available in both Salesforce Classic and Lightning. Real-time data modifications can deploy errors if changes aren’t carefully reviewed. Usable by anyone with Customize Application permission. Limited visibility into dependencies between linked fields. Provides real-time updates for Salesforce changes. Potential risk of unintentional changes to critical fields, impacting other departments. Visualizes relationships between Salesforce objects and fields. Drag-and-drop user interface simplifies schema design. Conclusion: Make the Most of Schema Builder with Tectonic At Tectonic, we understand that Salesforce’s tools and technology are constantly evolving. Schema Builder is a prime example of how Salesforce enables admins to: Want to learn more about Salesforce tools that can help your business scale? Let us know! We specialize in helping organizations streamline their Salesforce solutions with innovative tools and strategies. Take Salesforce to the Next Level with Tectonic If you’re ready to extend Salesforce’s capabilities without writing a single line of code, look no further than Tectonic. Our no-code platform integrates seamlessly with Salesforce, empowering your teams to: With Tectonic, you can accelerate project timelines, reduce development costs, and bring processes to market faster—all while improving efficiency and scalability. Contact us today to learn more about how Tectonic can help your organization unlock the full potential of Salesforce. Let’s transform your data workflows into a competitive advantage! 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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December 3, 2024in Data, Salesforce, Technology0 Comments

Agentforce Custom AI Agents

Salesforce Introduces Agentforce: A New AI Platform to Build Custom Digital Agents Salesforce has unveiled Agentforce, its latest AI platform designed to help companies build and deploy intelligent digital agents to automate a wide range of tasks. Building on Salesforce’s generative AI advancements, Agentforce integrates seamlessly with its existing tools, enabling businesses to enhance efficiency and decision-making through automation. Agentforce Custom AI Agents. With applications like generating reports from sales data, summarizing Slack conversations, and routing emails to the appropriate departments, Agentforce offers businesses unprecedented flexibility in automating routine processes. The Problem Agentforce Solves Salesforce’s journey in AI began in 2016 with the launch of Einstein, a suite of AI tools for its CRM software. While Einstein automated some tasks, its capabilities were largely predefined and lacked the flexibility to handle complex, dynamic scenarios. The rapid evolution of generative AI opened new doors for improving natural language understanding and decision-making. This led to innovations like Einstein GPT and later Einstein Copilot, which laid the foundation for Agentforce. With Agentforce, businesses can now create prebuilt or fully customizable agents that adapt to unique business needs. Agentforce Custom AI Agents “We recognized that our customers want to extend the agents we provide or build their own,” said Tyler Carlson, Salesforce’s Vice President of Business Development. How Agentforce Works At the heart of Agentforce is the Atlas Reasoning Engine, a proprietary technology developed by Salesforce. It leverages advanced techniques like ReAct prompting, which allows AI agents to break down problems into steps, reason through them, and iteratively refine their actions until they meet user expectations. Key Features: Ensuring Security and Compliance Given the potential risks of integrating third-party LLMs, Salesforce has implemented robust safeguards, including: AI in Action: Real-World Applications One notable use case of Agentforce is its collaboration with Workday to develop an AI Employee Service Agent. This agent helps employees find answers to HR-related questions using a company’s internal policies and documents. Another example involves agents autonomously managing general email inboxes by analyzing message intent and forwarding emails to relevant teams. “These agents are not monolithic or tied to a single LLM,” Carlson explained. “Their versatility lies in combining different models and technologies for better outcomes.” Measuring Success Salesforce gauges Agentforce’s success through client outcomes and platform adoption. For example, some users report that Agentforce resolves up to 90% of customer inquiries autonomously. Looking ahead, Salesforce aims to expand the Agentforce ecosystem significantly. “By next year, we want thousands of agent skills and topics available for customers to leverage,” Carlson added. A Platform for the Future of AI Agentforce represents Salesforce’s vision of creating autonomous AI agents that empower businesses to work smarter, faster, and more efficiently. With tools like Agentbuilder and integrations across its ecosystem, Salesforce is positioning Agentforce as a cornerstone of AI-led innovation, helping businesses stay ahead in a rapidly evolving technological landscape. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 29, 2024in Agentforce Platform, AI Tools, Data, Generative AI, Google, Salesforce, Technology0 Comments
Digital Transformation and Security Challenges
29Nov

Digital Transformation and Security Challenges

Agencies Accelerate Digital Transformation Amid Growing Security Demands Federal agencies are ramping up digital transformation initiatives to meet evolving public expectations and comply with mandates like the 21st Century Integrated Digital Experience Act (IDEA). However, securely transitioning to modern platforms like Salesforce requires specialized expertise, as highlighted in a new e-book by Own Company. The push for digital transformation is driven by the need to deliver efficient, modernized citizen services while safeguarding critical data. According to Federal Chief Information Officer Clare Martorana, agencies face a dual challenge: adopting advanced technologies and ensuring compliance with stringent security and regulatory frameworks. Salesforce, a leading SaaS platform, plays a pivotal role in these modernization efforts, offering tools to replace outdated systems and streamline operations. Yet, moving to such platforms involves more than migrating legacy data. Agencies must also address complex security requirements and ensure compliance with government regulations. To support secure transitions, companies like Own Company have emerged as key partners in federal digital transformation. Their solutions focus on secure development, data recovery, and long-term archiving. Tools like “Own Accelerate” enable safe and efficient testing within sandbox environments, while “Own Secure” leverages data classification and zero-trust principles to prevent security vulnerabilities. These measures mitigate risks such as insider threats and configuration errors, ensuring sensitive data remains protected throughout the transition process. Compliance with mandates like the Federal Information Security Management Act (FISMA) and National Institute of Standards and Technology (NIST) protocols remains a top priority. Agencies must safeguard citizen data across services ranging from healthcare to housing assistance while maintaining security and operational efficiency over the data’s lifecycle. Secure backups, compliance audits, and controlled data access are essential for building trust and resilience. As agencies incorporate AI into their operations, robust data strategies are becoming even more critical. AI-driven tools rely on accurate, real-time data for effective training and decision-making. Own’s backup and archiving solutions help agencies unlock data for AI applications while managing compliance and controlling storage costs. Ultimately, successful digital transformation requires more than adopting new technologies — it demands a careful balance of modernization, security, cost-efficiency, and alignment with agency missions. By acting decisively and addressing these challenges, federal agencies can meet rising public expectations while maintaining compliance and security. 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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November 29, 2024in Data, Salesforce, Technology0 Comments
Agentforce to the Team
27Nov

Salesforce has officially launched Agentforce

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

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November 27, 2024in Data, Enterprise, Mulesoft, Salesforce0 Comments
AI-Driven Healthcare Approvals
27Nov

AI-Driven Healthcare Approvals

Salesforce and Blue Shield of California are launching an AI-driven system to streamline healthcare approvals, aiming to cut down prior authorization wait times from weeks to, potentially, the same day. This partnership, leveraging Salesforce’s healthcare cloud, integrates patient data to streamline approvals while retaining clinician oversight, ensuring AI decisions are always reviewed by a human expert.

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November 27, 2024in Data, Salesforce, Salesforce Health and Life Sciences Solutions, Technology0 Comments
human centered ai
23Nov

Human-Centered AI

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

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November 23, 2024in Artificial Intelligence, Data, Generative AI0 Comments
Deploy Metadata to Salesforce Orgs
23Nov

Deploy Metadata to Salesforce Orgs

How to Deploy Metadata to Salesforce Orgs: A Step-by-Step Guide Deploying metadata effectively is critical for building Salesforce orgs that align with your business goals. However, deployment processes often hit roadblocks due to missed dependencies, overwritten changes, or failed deployments at the end of development cycles. Deploy Metadata to Salesforce Orgs. As your team grows and business requirements become more complex, finding a deployment solution that works for everyone may feel overwhelming. While Salesforce’s clicks-not-code philosophy simplifies development, deployments can create bottlenecks if your process isn’t robust. Whether you’re working with custom objects, Flows, or Apex code, this guide will help you streamline your metadata deployments for the whole team. Understanding Salesforce Metadata Deployment Options Salesforce offers several methods for deploying metadata, most of which leverage the Metadata API. This API facilitates metadata transfers between Salesforce orgs or between orgs and version control systems like Git. Although most metadata types are supported by the API, a few exceptions exist. Fortunately, these unsupported types are rarely critical, ensuring the API remains a dependable foundation for most deployment needs. Change Sets: The Starting Point Salesforce’s change sets are often the default tool for new users. These provide a clicks-not-code approach and are easy to enable within the Salesforce UI. However, their limitations can hinder long-term scalability and DevOps maturity. Using Change Sets Limitations of Change Sets For teams seeking a scalable deployment solution, change sets often fall short. DevOps Center: Salesforce’s Modern Alternative Salesforce’s DevOps Center offers an improved approach to metadata deployments, especially for teams adopting collaborative and source-driven development workflows. Benefits of DevOps Center Limitations of DevOps Center While DevOps Center is a significant improvement over change sets, it may not fully meet the needs of growing teams striving for DevOps maturity. Salesforce CLI: A Developer-Focused Tool For teams with development expertise, Salesforce’s Command Line Interface (CLI) enables metadata deployments through scripting. As part of Salesforce DX, the CLI facilitates package-based development and automation. Key Advantages Challenges Gearset: A Complete Metadata Deployment Solution For teams seeking a streamlined, all-in-one deployment solution, Gearset provides the ideal balance of simplicity, collaboration, and DevOps maturity. Why Choose Gearset? How to Deploy Metadata with Gearset: Step-by-Step Deploy with Confidence Whether you’re working with simple change sets or advanced DevOps processes, the right tools can transform your Salesforce deployments. Gearset ensures seamless, reliable metadata transfers with a 99% deployment success rate—empowering teams to focus on innovation rather than troubleshooting. Ready to simplify your metadata deployments? Start your free trial of Gearset today and experience hassle-free releases! Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 23, 2024in Data0 Comments
Salesforce adds Testing Center to Agentforce for AI agents
21Nov

Salesforce adds Testing Center to Agentforce for AI agents

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

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November 21, 2024in Agentforce Platform, Data, Enterprise, Salesforce0 Comments
NetSuite Salesforce Collaboration
17Nov

NetSuite Salesforce Collaboration

NetSuite Bets on Strategic Growth and Embraces Collaboration with Salesforce Growing on All Fronts At SuiteWorld 2024, the theme, “All Systems Grow,” reflected a pivotal moment for NetSuite. While the event lacked groundbreaking announcements, it showcased a fulfillment of past promises and a notable strategic shift toward openness and collaboration. Oracle and NetSuite are now welcoming competitors as partners, signaling a move toward interoperability that could redefine their market positioning. With over 40,000 customers, NetSuite continues its strong growth in the ERP space, particularly among SMBs. The company’s Q3 sales surged 20% year-over-year, underlining its momentum in the mid-market. Beyond traditional ERP capabilities, NetSuite’s expanded suite of solutions positions it as more than just an ERP provider. Delivering on AI Innovations While there were no splashy acquisitions, NetSuite made significant strides by rolling out 170 new modules and features, many leveraging AI. These enhancements blend predictive AI and generative AI to increase accuracy and user productivity. These updates aim to elevate both the platform’s quality and the efficiency of its users. Redwood Design: A Transformative User Experience NetSuite is adopting Oracle’s Redwood design language, promising a more intuitive and user-friendly interface. While Redwood is not new, its phased rollout within NetSuite is a significant step forward. Notable Additions: SuiteProcurement and Salesforce Integration SuiteProcurement: NetSuite’s new procurement automation solution integrates directly with Amazon Business and Staples Business Advantage, automating ordering, invoicing, approvals, and deliveries. Plans are underway to expand vendor support, offering broader applicability in the future. Salesforce Partnership: NetSuite’s most significant announcement was its strategic partnership with Salesforce, enabling real-time data exchange between the platforms. Evan Goldberg, NetSuite’s founder and EVP, explained the rationale:“It’s up to the customer to decide what software they want to use.” The partnership reflects NetSuite’s commitment to addressing customer needs, with more SaaS integrations expected in the future. Expanding Field Service Management (FSM) NetSuite’s Field Service Management (FSM) capabilities, acquired last year, are now better integrated into its platform. While development progress has been slower than anticipated, significant enhancements are expected in the coming year, leveraging Oracle technology to extend FSM’s functionality across industries. And Field Service Management is available in Salesforce, as well. Positioned for Continued SMB Growth NetSuite’s investments are yielding results, as demonstrated by its rapid growth and deeper integration of Oracle technology. The NetSuite Analytics Data Warehouse and Enterprise Performance Management are driving adoption among existing users, showcasing the platform’s scalability. NetSuite’s ability to quickly integrate Oracle updates into its infrastructure gives it a competitive edge, ensuring customers benefit from the latest innovations without delays. With its robust feature set, AI-powered tools, and strategic partnerships like the one with Salesforce, NetSuite has strengthened its position as a go-to ERP platform for SMBs. Its consistent 20% year-over-year growth indicates a bright future, making it an increasingly attractive option for mid-market businesses. 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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November 17, 2024in Data, Enterprise, Generative AI, Salesforce, Technology0 Comments

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