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APIs and Software Development

APIs and Software Development

The Role of APIs in Modern Software Development APIs (Application Programming Interfaces) are central to modern software development, enabling teams to integrate external features into their products, including advanced third-party AI systems. For instance, you can use an API to allow users to generate 3D models from prompts on MatchboxXR. The Rise of AI-Powered Applications Many startups focus exclusively on AI, but often they are essentially wrappers around existing technologies like ChatGPT. These applications provide specialized user interfaces for interacting with OpenAI’s GPT models rather than developing new AI from scratch. Some branding might make it seem like they’re creating groundbreaking technology, when in reality, they’re leveraging pre-built AI solutions. Solopreneur-Driven Wrappers Large Language Models (LLMs) enable individuals and small teams to create lightweight apps and websites with AI features quickly. A quick search on Reddit reveals numerous small-scale startups offering: Such features can often be built using ChatGPT or Gemini within minutes for free. Well-Funded Ventures Larger operations invest heavily in polished platforms but may allocate significant budgets to marketing and design. This raises questions about whether these ventures are also just sophisticated wrappers. Examples include: While these products offer interesting functionalities, they often rely on APIs to interact with LLMs, which brings its own set of challenges. The Impact of AI-First, API-Second Approaches Design Considerations Looking Ahead Developer Experience: As AI technologies like LLMs become mainstream, focusing on developer experience (DevEx) will be crucial. Good DevEx involves well-structured schemas, flexible functions, up-to-date documentation, and ample testing data. Future Trends: The future of AI will likely involve more integrations. Imagine: AI is powerful, but the real innovation lies in integrating hardware, data, and interactions effectively. 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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AI Infrastructure Flaws

AI Infrastructure Flaws

Wiz Researchers Warn of Security Flaws in AI Infrastructure Providers AI infrastructure providers like Hugging Face and Replicate are vulnerable to emerging attacks and need to strengthen their defenses to protect sensitive user data, according to Wiz researchers. AI Infrastructure Flaws come from security being an afterthought. During Black Hat USA 2024 on Wednesday, Wiz security experts Hillai Ben-Sasson and Sagi Tzadik presented findings from a year-long study on the security of three major AI infrastructure providers: Hugging Face, Replicate, and SAP AI Core. Their research aimed to assess the security of these platforms and the risks associated with storing valuable data on them, given the increasing targeting of AI platforms by cybercriminals and nation-state actors. Hugging Face, a machine learning platform that allows users to create models and store datasets, was recently targeted in an attack. In June, the platform detected suspicious activity on its Spaces platform, prompting a key and token reset. The researchers demonstrated how they compromised these platforms by uploading malicious models and using container escape techniques to break out of their assigned environments, moving laterally across the service. In an April blog post, Wiz detailed how they compromised Hugging Face, gaining cross-tenant access to other customers’ data and training models. Similar vulnerabilities were later identified in Replicate and SAP AI Core, and these attack techniques were showcased during Wednesday’s session. Prior to Black Hat, Ben-Sasson, Tzadik, and Ami Luttwak, Wiz’s CTO and co-founder, discussed their research. They revealed that in all three cases, they successfully breached Hugging Face, Replicate, and SAP AI Core, accessing millions of confidential AI artifacts, including models, datasets, and proprietary code—intellectual property worth millions of dollars. Luttwak highlighted that many AI service providers rely on containers as barriers between different customers, but warned that these containers can often be bypassed due to misconfigurations. “Containerization is not a secure enough barrier for tenant isolation,” Luttwak stated. After discovering these vulnerabilities, the researchers responsibly disclosed the issues to each service provider. Ben-Sasson praised Hugging Face, Replicate, and SAP for their collaborative and professional responses, and Wiz worked closely with their security teams to resolve the problems. Despite these fixes, Wiz researchers recommended that organizations update their threat models to account for potential data compromises. They also urged AI service providers to enhance their isolation and sandboxing standards to prevent lateral movement by attackers within their platforms. The Risks of Rapid AI Adoption The session also addressed the broader challenges associated with the rapid adoption of AI. The researchers emphasized that security is often an afterthought in the rush to implement AI technologies. “AI security is also infrastructure security,” Luttwak explained, noting that the novelty and complexity of AI often leave security teams ill-prepared to manage the associated risks. Many organizations testing AI models are using unfamiliar tools, often open-source, without fully understanding the security implications. Luttwak warned that these tools are frequently not built with security in mind, putting companies at risk. He stressed the importance of performing thorough security validation on AI models and tools, especially given that even major AI service providers have vulnerabilities. In a related Black Hat session, Chris Wysopal, CTO and co-founder of Veracode, discussed how developers increasingly use large language models for coding but often prioritize functionality over security, leading to concerns like data poisoning and the replication of existing vulnerabilities. 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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Box Acquires Alphamoon

Box Acquires Alphamoon

Box Inc. has acquired Alphamoon to enhance its intelligent document processing (IDP) capabilities and its enterprise knowledge management AI platform. Now that Box acquires Alphamoon, it will imr improves IDP. Box Acquires Alphamoon IDP goes beyond traditional optical character recognition (OCR) by applying AI to scanned paper documents and unstructured PDFs. While AI technologies like natural language processing (NLP), workflow automation, and document structure recognition have been around for some time, Alphamoon introduces generative AI (GenAI) into the mix, providing advanced capabilities. According to Rand Wacker, Vice President of AI Product Strategy at Box, the integration of GenAI helps not only with summarizing and extracting content from documents but also with recognizing document structures and categorizing them. GenAI works alongside existing OCR and NLP tools, making the digital conversion of paper documents more accurate. Box Acquires Alphamoon – Not LLM Although Box hasn’t acquired a large language model (LLM) outright, it has gained a toolkit that will enhance its Box AI platform. Box AI already uses retrieval-augmented generation to combine a user’s content with external LLMs, ensuring data security while training Box AI to better recognize and categorize documents. Alphamoon’s technology will further refine this process, enabling administrators to create tools more efficiently within the Box ecosystem. “For example, if Alphamoon’s OCR misreads or misextracts something, the system can adjust that specific part and feed it back into the LLM,” Wacker explained. “This approach is powered by an LLM, but it’s specifically trained to understand the documents it encounters, rather than relying on generic content from the internet.” Previewing an upcoming report from Deep Analysis, founder Alan Pelz-Sharpe shared that a survey of 500 enterprises across various industries, including financial services, manufacturing, healthcare, and government, revealed that 53% of enterprise documents still exist on paper. This highlights the need for Box users to have more precise tools to digitize contracts, letters, invoices, faxes, and other paper-based documents. Alphamoon’s generative AI-driven IDP solution allows for human oversight to ensure that attributes are correctly imported from the original documents. Pelz-Sharpe noted that IDP is challenging, but AI has made significant advancements, especially in handling imperfections like crumpled paper, coffee stains, and handwriting. He added that this acquisition addresses a critical gap for Box, which previously relied on partners for these capabilities. Box Buys Alphamoon – Integration Box plans to integrate Alphamoon’s tools into its platform later this year, with deeper integrations expected next year. These will include no-code app-building capabilities related to another acquisition, Crooze, as well as Box Relay’s forms and document generation tools. 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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July Changes to Preference Center

July Changes to Preference Center

Privacy Center Update What’s the July Changes to Preference Center? Starting in July 2024, the Privacy Center app within the core platform now supports retention features. July Changes to Preference Center introduces a new Hyperforce-based retention store, allows for retention testing in sandboxes, and offers the option to mask data during retention. The new Hyperforce-based retention store can be provisioned using the core Privacy Center app, eliminating the need for Heroku or the Privacy Center managed package. The rollout of this new retention capability will be phased across regions, initially launching in Germany, Australia, and America East. You can spin up a retention store once it’s available in your region. For more details, refer to the Privacy Center’s Hyperforce-Based Retention Store FAQ. What action do I need to take? What if I don’t take any action? You can continue using the legacy Privacy Center app (managed package version) for data retention, but it will no longer be enhanced and will remain in maintenance mode. Heroku can still be used for managing data retention policies until the end of your contract. Where can I learn more about this upcoming change? Review the Privacy Center’s Hyperforce-Based Retention Store FAQ for more information. 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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Ask ChatGPT Vision Action

Ask ChatGPT Vision Action

Enhance Your Workflow with the Ask ChatGPT Vision Action Extend the use of artificial intelligence in your daily operations by leveraging the Ask ChatGPT Vision action. This feature allows ChatGPT to analyze images attached to your Salesforce records and apply its insights directly to your workflows. The action is compatible with ChatGPT models that accept image input. How to Use the Ask ChatGPT Vision Action: Create a Macro for Repeated Use: To streamline usage, create a Macro with preconfigured prompts and result fields. Assign the macro to users or profiles to ensure consistent use of the Ask ChatGPT Vision action. Examples: Object Prompt Result Field Case Determine if the image content matches this description: “{!Description}”. Answer “Yes” or “No”. Custom picklist field ‘Attachment matches description’ with values Yes and No Use Cases: For example, use the Ask ChatGPT Vision action to verify if attachments in Cases align with the case’s subject and description. If an attachment matches, automatically route the case to a support agent; otherwise, flag it for review. Expand Your Options: For more flexibility, you can create custom classes and actions to integrate additional data sources or automate further tasks based on ChatGPT’s responses. Explore options like sending emails, creating tasks, or updating records with the information retrieved. For more details on using ChatGPT and managing data privacy, please refer to OpenAI’s website. 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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Box and Slack AI Integration

Box and Slack AI Integration

Box and Slack Enhance Collaboration with New AI Integration Box, Inc. (NYSE: BOX), the leader in Intelligent Content Cloud solutions, and Slack, a Salesforce company (NYSE: CRM), have announced an expanded partnership that integrates Box AI into Slack, aiming to transform how organizations collaborate. Starting today, customers can leverage unlimited Box AI queries directly within Slack, enabling them to extract critical insights and streamline workflows seamlessly within their existing work environment. Key Features of the Enhanced Integration: Pricing and Availability Unlimited end-user queries in the Box AI for Slack integration are available now for all Slack customers with Box Enterprise Plus plans. The additional integration features are also available immediately for all Box and Slack customers. Customers can add the Box for Slack integration from the Slack App Directory. Quotes from Leadership: Aaron Levie, Co-Founder and CEO of Box, stated, “Enterprises recognize AI’s potential to unlock valuable insights from their content. With thousands of customers already using Box and Slack together, this expanded partnership brings a new level of AI-driven efficiency. Whether working on presentations, contracts, or spreadsheets, you can now leverage Box AI to gain insights directly within Slack.” Denise Dresser, CEO of Slack, added, “Slack’s integration with Box allows companies to intelligently surface insights from critical business content right where their work happens. This partnership exemplifies how Slack can serve as an AI-powered work operating system for the future of work.” Real-World Applications of Box AI in Slack: About Box Box (NYSE: BOX) is the Intelligent Content Cloud, providing a single platform that fuels collaboration, manages the entire content lifecycle, secures critical content, and transforms business workflows with enterprise AI. Founded in 2005, Box simplifies work for leading global organizations, including AstraZeneca, JLL, Morgan Stanley, and Nationwide. Headquartered in Redwood City, CA, Box has offices across the United States, Europe, and Asia. Visit box.com to learn more. For information on how Box supports nonprofits, visit box.org. About Slack Slack is where work happens for millions every day, helping organizations in all industries move faster and achieve their missions. As an AI-powered work operating system, Slack centralizes conversations and collaboration, automates business processes, and delivers trusted generative AI that enhances productivity and drives real outcomes. As a Salesforce company, Slack integrates deeply with Salesforce solutions, bringing rich data and insights directly into the workflow, boosting sales, service, and marketing productivity. 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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Sensitive AI Knowledge Models

Sensitive AI Knowledge Models

Based on the writings of David Campbell in Generative AI. Sensitive AI Knowledge Models “Crime is the spice of life.” This quote from an unnamed frontier model engineer has been resonating for months, ever since it was mentioned by a coworker after a conference. It sparked an interesting thought: for an AI model to be truly useful, it needs comprehensive knowledge, including the potentially dangerous information we wouldn’t really want it to share with just anyone. For example, a student trying to understand the chemical reaction behind an explosion needs the AI to accurately explain it. While this sounds innocuous, it can lead to the darker side of malicious LLM extraction. The student needs an accurate enough explanation to understand the chemical reaction without obtaining a chemical recipe to cause the reaction. An abstract digital artwork portrays the balance between AI knowledge and ethical responsibility. A blue and green flowing ribbon intertwines with a gold and white geometric pattern, symbolizing knowledge and ethical frameworks. Where they intersect, small bursts of light represent innovation and responsible AI use. The background gradient transitions from deep purple to soft lavender, conveying progress and hope. Subtle binary code is ghosted throughout, adding a tech-oriented feel. AI red-teaming is a process born of cybersecurity origins. The DEFCON conference co-hosted by the White House held the first Generative AI Red Team competition. Thousands of attendees tested eight large language models from an assortment of AI companies. In cybersecurity, red-teaming implies an adversarial relationship with a system or network. A red-teamer’s goal is to break into, hack, or simulate damage to a system in a way that emulates a real attack. When entering the world of AI red teaming, the initial approach often involves testing the limits of the LLM, such as trying to extract information on how to build a pipe bomb. This is not purely out of curiosity but also because it serves as a test of the model’s boundaries. The red-teamer has to know the correct way to make a pipe bomb. Knowing the correct details about sensitive topics is crucial for effective red teaming; without this knowledge, it’s impossible to judge whether the model’s responses are accurate or mere hallucinations. Sensitive AI Knowledge Models This realization highlights a significant challenge: it’s not just about preventing the AI from sharing dangerous information, but ensuring that when it does share sensitive knowledge, it’s not inadvertently spreading misinformation. Balancing the prevention of harm through restricted access to dangerous knowledge and avoiding greater harm from inaccurate information falling into the wrong hands is a delicate act. AI models need to be knowledgeable enough to be helpful but not so uninhibited that they become a how-to guide for malicious activities. The challenge is creating AI that can navigate this ethical minefield, handling sensitive information responsibly without becoming a source of dangerous knowledge. The Ethical Tightrope of AI Knowledge Creating dumbed-down AIs is not a viable solution, as it would render them ineffective. However, having AIs that share sensitive information freely is equally unacceptable. The solution lies in a nuanced approach to ethical training, where the AI understands the context and potential consequences of the information it shares. Ethical Training: More Than Just a Checkbox Ethics in AI cannot be reduced to a simple set of rules. It involves complex, nuanced understanding that even humans grapple with. Developing sophisticated ethical training regimens for AI models is essential. This training should go beyond a list of prohibited topics, aiming to instill a deep understanding of intention, consequences, and social responsibility. Imagine an AI that recognizes sensitive queries and responds appropriately, not with a blanket refusal, but with a nuanced explanation that educates the user about potential dangers without revealing harmful details. This is the goal for AI ethics. But it isn’t as if AI is going to extract parental permission for youths to access information, or run prompt-based queries, just because the request is sensitive. The Red Team Paradox Effective AI red teaming requires knowledge of the very things the AI should not share. This creates a paradox similar to hiring ex-hackers for cybersecurity — effective but not without risks. Tools like the WMDP Benchmark help measure and mitigate AI risks in critical areas, providing a structured approach to red teaming. To navigate this, diverse expertise is necessary. Red teams should include experts from various fields dealing with sensitive information, ensuring comprehensive coverage without any single person needing expertise in every dangerous area. Controlled Testing Environments Creating secure, isolated environments for testing sensitive scenarios is crucial. These virtual spaces allow safe experimentation with the AI’s knowledge without real-world consequences. Collaborative Verification Using a system of cross-checking between multiple experts can enhance the security of red teaming efforts, ensuring the accuracy of sensitive information without relying on a single individual’s expertise. The Future of AI Knowledge Management As AI systems advance, managing sensitive knowledge will become increasingly challenging. However, this also presents an opportunity to shape AI ethics and knowledge management. Future AI systems should handle sensitive information responsibly and educate users about the ethical implications of their queries. Navigating the ethical landscape of AI knowledge requires a balance of technical expertise, ethical considerations, and common sense. It’s a necessary challenge to tackle for the benefits of AI while mitigating its risks. The next time an AI politely declines to share dangerous information, remember the intricate web of ethical training, red team testing, and carefully managed knowledge behind that refusal. This ensures that AI is not only knowledgeable but also wise enough to handle sensitive information responsibly. Sensitive AI Knowledge Models need to handle sensitive data sensitively. 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 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

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Einstein Service Agent

Einstein Service Agent

Introducing Agentforce Service Agent: Salesforce’s Autonomous AI to Transform Chatbot Experiences Accelerate case resolutions with an intelligent, conversational interface that uses natural language and is grounded in trusted customer and business data. Deploy in minutes with ready-made templates, Salesforce components, and a large language model (LLM) to autonomously engage customers across any channel, 24/7. Establish clear privacy and security guardrails to ensure trusted responses, and escalate complex cases to human agents as needed. Editor’s Note: Einstein Service Agent is now known as Agentforce Service Agent. Salesforce has launched Agentforce Service Agent, the company’s first fully autonomous AI agent, set to redefine customer service. Unlike traditional chatbots that rely on preprogrammed responses and lack contextual understanding, Agentforce Service Agent is dynamic, capable of independently addressing a wide range of service issues, which enhances customer service efficiency. Built on the Einstein 1 Platform, Agentforce Service Agent interacts with large language models (LLMs) to analyze the context of customer messages and autonomously determine the appropriate actions. Using generative AI, it creates conversational responses based on trusted company data, such as Salesforce CRM, and aligns them with the brand’s voice and tone. This reduces the burden of routine queries, allowing human agents to focus on more complex, high-value tasks. Customers, in turn, receive faster, more accurate responses without waiting for human intervention. Available 24/7, Agentforce Service Agent communicates naturally across self-service portals and messaging channels, performing tasks proactively while adhering to the company’s defined guardrails. When an issue requires human escalation, the transition is seamless, ensuring a smooth handoff. Ease of Setup and Pilot Launch Currently in pilot, Agentforce Service Agent will be generally available later this year. It can be deployed in minutes using pre-built templates, low-code workflows, and user-friendly interfaces. “Salesforce is shaping the future where human and digital agents collaborate to elevate the customer experience,” said Kishan Chetan, General Manager of Service Cloud. “Agentforce Service Agent, our first fully autonomous AI agent, will revolutionize service teams by not only completing tasks autonomously but also augmenting human productivity. We are reimagining customer service for the AI era.” Why It Matters While most companies use chatbots today, 81% of customers would still prefer to speak to a live agent due to unsatisfactory chatbot experiences. However, 61% of customers express a preference for using self-service options for simpler issues, indicating a need for more intelligent, autonomous agents like Agentforce Service Agent that are powered by generative AI. The Future of AI-Driven Customer Service Agentforce Service Agent has the ability to hold fluid, intelligent conversations with customers by analyzing the full context of inquiries. For instance, a customer reaching out to an online retailer for a return can have their issue fully processed by Agentforce, which autonomously handles tasks such as accessing purchase history, checking inventory, and sending follow-up satisfaction surveys. With trusted business data from Salesforce’s Data Cloud, Agentforce generates accurate and personalized responses. For example, a telecommunications customer looking for a new phone will receive tailored recommendations based on data such as purchase history and service interactions. Advanced Guardrails and Quick Setup Agentforce Service Agent leverages the Einstein Trust Layer to ensure data privacy and security, including the masking of personally identifiable information (PII). It can be quickly activated with out-of-the-box templates and pre-existing Salesforce components, allowing companies to equip it with customized skills faster using natural language instructions. Multimodal Innovation Across Channels Agentforce Service Agent supports cross-channel communication, including messaging apps like WhatsApp, Facebook Messenger, and SMS, as well as self-service portals. It even understands and responds to images, video, and audio. For example, if a customer sends a photo of an issue, Agentforce can analyze it to provide troubleshooting steps or even recommend replacement products. Seamless Handoffs to Human Agents If a customer’s inquiry requires human attention, Agentforce seamlessly transfers the conversation to a human agent who will have full context, avoiding the need for the customer to repeat information. For example, a life insurance company might program Agentforce to escalate conversations if a customer mentions sensitive topics like loss or death. Similarly, if a customer requests a return outside of the company’s policy window, Agentforce can recommend that a human agent make an exception. Customer Perspective “Agentforce Service Agent’s speed and accuracy in handling inquiries is promising. It responds like a human, adhering to our diverse, country-specific guidelines. I see it becoming a key part of our service team, freeing human agents to handle higher-value issues.” — George Pokorny, SVP of Global Customer Success, OpenTable. Content updated October 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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The CRM Environment in 2024

The CRM Environment in 2024

Navigating the Global Customer Success Management Platform Market: A Comprehensive Analysis The CRM Environment in 2024. Embarking on an exploration of the worldwide Customer Success Management Platform market, this research study presents a thorough examination of current trends, market dynamics, drivers, opportunities, challenges, and key market segments. Beyond defining terms, it looks into classifications, applications, and industry chain structures. Moreover, the report illuminates the marketing strategies employed by players, distributor analyses, marketing channels, insights from potential buyers, and developmental histories. Of course at Tectonic, we’re partial to Salesforce. Insights into a Dynamic Landscape This report showcases the latest market intelligence to provide invaluable insights into the evolving Customer Success Management Platform industry. It empowers investors and stakeholders to make confident, informed business decisions by thoroughly examining emerging trends, market drivers, risks, and opportunities. Furthermore, it explores the realm of technological advancements driving market growth. Rich Data Compilation and Analysis Through meticulous analysis of both primary and secondary sources, the report compiles a rich array of qualitative and quantitative data. It segments these findings meticulously, examining economic and non-economic factors influencing market expansion. This ensures a nuanced comprehension of market patterns and directions. Segmentation Overview Customer Success Management Platform Market Segmentation by Type: Customer Success Management Platform Market Segmentation by Application: The CRM Environment in 2024 The market is segmented based on leading manufacturers, various product types, and applications across diverse geographical regions. Global and regional vendors with substantial R&D resources dominate this sector, focusing keenly on technological advancements to elevate competitiveness. Regional Insights Key players predominantly operate in North America, Asia-Pacific, Europe, South America, and Middle East & Africa. Significant contributions come from: Key Players in the Customer Success Management Platform Market: Gainsight, ClientSuccess, Salesforce, Custify, Natero, LiveAgent, Totango, Freshworks, Amity, Client Share, Strikedeck, STAMP, ChurnZero, Salesmachine, Bolstra, CustomerSuccessBox, Planhat, Catalyst, Kilterly. Highlights from the Global Market Report Conclusion In essence, this report, The CRM Environment in 2024, serves as an indispensable guide through the intricate terrains of the global Customer Success Management Platform marketplace. It offers actionable insights, strategic recommendations, and paves paths towards informed decision-making endeavors. About Orbis Research Orbis Research (orbisresearch.com) is your single-point aid for all market research needs. We specialize in delivering customized reports from leading publishers and authors worldwide, ensuring accuracy and specialization in industries and verticals. This enables clients to map their needs accurately, producing the perfect market research study tailored to their requirements. 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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Gearset's Features Empower Salesforce Teams

Gearset’s Features Empower Salesforce Teams

Gearset, a leading Salesforce DevOps platform, is introducing a new suite of features aimed at accelerating and improving reliable release management for Salesforce teams. Gearset’s Features Empower Salesforce Teams. These enhancements, including Archiving, expanded Compare and Deploy capabilities, and Flow Navigator, address critical user feedback and deliver tools for optimizing data and enhancing visibility throughout the DevOps lifecycle. According to Matt Dickens, CPO and co-founder of Gearset, effective DevOps strategies rely on accurate and consistent data to deploy applications at the pace of innovation. The latest features empower teams to manage and apply relevant data in real-time, supporting organizations in navigating continuous changes to drive business growth on Salesforce confidently. Gearset Archiving provides organizations with control over Salesforce data storage by consolidating backup, sandbox seeding, and monitoring solutions into a unified platform. By eliminating outdated data from Salesforce orgs, enterprises can reduce storage costs and prevent performance degradation. Key benefits of Archiving include: Dickens explains that Gearset Archiving allows teams to safely store obsolete or legacy data off-platform while maintaining accessibility for future use, without impacting org performance. Maintaining clean and consistent metadata across the organization is crucial for Gearset. Recognizing limitations in Salesforce deployment tools, Gearset’s enhanced Compare and Deploy capability now enables DevOps teams to quickly analyze and compare metadata, facilitating efficient issue identification and resolution during deployments. This update streamlines operations, ensuring faster delivery of business-critical functionality to maximize ROI. Gearset’s Flow Navigator tool introduces visual comparison capabilities for Salesforce deployments, addressing challenges with Flow versioning and enhancing transparency in deployment processes. By presenting flows in their native Salesforce format, Flow Navigator enables teams to better manage deployments and mitigate potential conflicts. Dickens emphasizes that Gearset remains committed to user-driven innovation, aiming to continuously address Salesforce challenges and deliver solutions that save time, reduce stress, and improve efficiency for all customers. In summary, Gearset’s latest release underscores its dedication to empowering Salesforce teams with robust tools tailored to enhance efficiency and reliability across the DevOps lifecycle. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Instance Refresh Maintenance

Salesforce Instance Refresh Maintenance

Preparing for Instance Refresh in Your Organization To support your organization’s ongoing growth, Salesforce occasionally performs an instance refresh, which involves upgrading the infrastructure in their data centers. After this maintenance, your instance will transition to a new data center, and its name will change. This process ensures we continue to deliver the high performance you’ve come to expect from Salesforce. Salesforce Instance Refresh Maintenance. Following these best practices will make this maintenance seamless. Below are answers to some frequently asked questions about instance refresh maintenance. Note: This document is for informational purposes only and does not constitute a legal or binding agreement. Salesforce may modify its policies and practices at its sole discretion. Frequently Asked Questions Salesforce Instance Refresh Maintenance Conclusion Staying informed and prepared for instance refreshes ensures a smooth transition and continued high performance of Salesforce. Follow best practices, adjust configurations as needed, and utilize the provided resources for a seamless experience. 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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Field Types to Custom Report Type

Field Types to Custom Report Type

How to Add Fields to a Custom Report Type If a report based on a Custom Report Type is missing some fields, you’ll need to edit the layout of the report type to make those fields available. For example, if an ‘Activities with Accounts and Contacts’ report type lacks certain fields in the ‘Select Columns’ step of the Report Builder, follow the steps below to resolve this. Steps to Add Missing Fields to Your Custom Report: Note: When previewing the layout, you’ll see all fields and objects, even those you don’t have permission to access. You can only access data stored in fields or objects that you have the appropriate permissions for. Once you’ve completed these steps, the missing fields will be available in the report. Additional Resources For more tips, visit the Salesforce Help page: Design the Field Layout for Reports Created From Your Custom Report. You may also want to explore more about creating a Custom Report Type and Standard Report Types for further customization. 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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Public Sector Approval Process Queue

Public Sector Approval Process Queue

Share the workload effectively by establishing queues in Public Sector Solutions to enable reviewers to access ready-to-process applications. This involves creating queues with assigned members based on user roles, such as a queue for application reviewers managing initial approval steps. Multiple queues, like those for compliance officers handling onsite inspections, can be created. During the approval process, the queue takes ownership of the application record, allowing any member to advance the approval steps. In Salesforce, a public sector approval process queue allows multiple approvers to manage a backlog of applications. The queue owns the application record during the approval process, and any member of the queue can take action to complete a step. Here’s a step-by-step guide to creating a queue: To enhance communication, create an email template and enable email approval responses in Setup’s Process Automation Settings. Now, your reps can efficiently manage activities through the Cadences tab, where details and targets for each cadence are visible. Cadences in Salesforce guide reps through prospecting steps, streamlining outreach and ensuring timely logging of activities. To create a branched cadence for varied outreach based on call or email outcomes, utilize the Cadence Builder. This tool enables the addition of email, call, wait periods, or custom steps. Branching is achieved through call or listener branch steps, ensuring tailored outreach steps based on outcomes. Finally, Salesforce users can activate cadences after creation, and both reps and managers can add prospects directly from lead, contact, or person account detail pages. The Sales Engagements component on these pages enhances visibility, allowing reps to act on the next sales step conveniently. In summary, Salesforce’s Cadence Builder Classic streamlines prospecting and opportunity nurturing, while queues optimize workload distribution in Public Sector Solutions. Effective use of cadences and queues contributes to a well-organized and responsive sales process. 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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