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Change The Flow
05Sep

Change The Flow

Salesforce has long been a leader in providing tools to automate business processes, with Workflow Rules and Process Builder as the go-to solutions for many organizations. However, as business demands grow more complex, Salesforce has introduced Flow—a more powerful and flexible automation tool that’s quickly becoming the standard. This insight will explore the key differences between Salesforce Flow, Process Builder, and Workflow Rules, and why Flow is considered the future of Salesforce automation. Workflow Rules: The Foundation of Salesforce Automation For years, Workflow Rules served as a reliable tool for automating basic tasks in Salesforce. Based on simple “if/then” logic, Workflow Rules automate actions such as sending email alerts, updating fields, and creating tasks. While effective for straightforward needs, Workflow Rules have significant limitations. They can’t create or update related records, and each rule can only trigger a single action—constraints that hinder more complex business processes. Process Builder: A Step Up in Complexity and Functionality Process Builder was introduced as a more advanced alternative to Workflow Rules, offering a visual interface that simplifies building automations. It allows for multiple actions to be triggered by a single event and supports more complex logic, including branching criteria. Process Builder also introduces a broader set of actions, such as creating records, posting to Chatter, and invoking Apex code. However, as businesses pushed Process Builder’s capabilities, its limitations in terms of performance and scalability became clear. Salesforce Flow: The Future of Automation Salesforce Flow combines the capabilities of both Workflow Rules and Process Builder while introducing powerful new features. Flows can automate nearly any process within Salesforce, from simple tasks like updating records to intricate workflows involving multiple objects and even external systems. Flow can be triggered by a variety of events, including record changes, scheduled times, and platform events, providing far more flexibility than its predecessors. One of Flow’s key strengths is its versatility. It can include screen elements for user interaction or run entirely in the background, making it suitable for a wide range of use cases. Whether automating internal processes or creating customer-facing applications, Flow’s adaptability shines. Salesforce continues to enhance Flow, closing the feature gaps that once existed between Flow and the older automation tools. This, coupled with a clear migration path, makes Flow the logical choice for the future. Why Salesforce Flow is the Way Forward Salesforce has already announced plans to retire Workflow Rules and Process Builder in favor of Flow, signaling a shift toward a more unified and scalable automation platform. Businesses still relying on the older tools should transition to Flow sooner rather than later. Not only will this ensure continued support and access to new features, but it will also allow organizations to leverage Salesforce’s most advanced automation tool. When comparing Salesforce Flow vs. Process Builder and Workflow Rules, it’s evident that Flow offers the most robust, flexible, and future-proof solution. Its ability to handle complex processes and its continuous enhancements make it the ideal choice for modern businesses. As Salesforce phases out Workflow Rules and Process Builder, migrating to Flow will equip your organization with the latest in automation capabilities. Ready to Make the Switch? Start exploring Salesforce Flow today and discover how it can transform your business processes for the better. Contact Tectonic for assistance. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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September 5, 2024in Salesforce
2024 AI Glossary
02Sep

2024 AI Glossary

Artificial intelligence (AI) has moved from an emerging technology to a mainstream business imperative, making it essential for leaders across industries to understand and communicate its concepts. To help you unlock the full potential of AI in your organization, this 2024 AI Glossary outlines key terms and phrases that are critical for discussing and implementing AI solutions. Tectonic 2024 AI Glossary Active LearningA blend of supervised and unsupervised learning, active learning allows AI models to identify patterns, determine the next step in learning, and only seek human intervention when necessary. This makes it an efficient approach to developing specialized AI models with greater speed and precision, which is ideal for businesses aiming for reliability and efficiency in AI adoption. AI AlignmentThis subfield focuses on aligning the objectives of AI systems with the goals of their designers or users. It ensures that AI achieves intended outcomes while also integrating ethical standards and values when making decisions. AI HallucinationsThese occur when an AI system generates incorrect or misleading outputs. Hallucinations often stem from biased or insufficient training data or incorrect model assumptions. AI-Powered AutomationAlso known as “intelligent automation,” this refers to the integration of AI with rules-based automation tools like robotic process automation (RPA). By incorporating AI technologies such as machine learning (ML), natural language processing (NLP), and computer vision (CV), AI-powered automation expands the scope of tasks that can be automated, enhancing productivity and customer experience. AI Usage AuditingAn AI usage audit is a comprehensive review that ensures your AI program meets its goals, complies with legal requirements, and adheres to organizational standards. This process helps confirm the ethical and accurate performance of AI systems. Artificial General Intelligence (AGI)AGI refers to a theoretical AI system that matches human cognitive abilities and adaptability. While it remains a future concept, experts predict it may take decades or even centuries to develop true AGI. Artificial Intelligence (AI)AI encompasses computer systems that can perform complex tasks traditionally requiring human intelligence, such as reasoning, decision-making, and problem-solving. BiasBias in AI refers to skewed outcomes that unfairly disadvantage certain ideas, objectives, or groups of people. This often results from insufficient or unrepresentative training data. Confidence ScoreA confidence score is a probability measure indicating how certain an AI model is that it has performed its assigned task correctly. Conversational AIA type of AI designed to simulate human conversation using techniques like NLP and generative AI. It can be further enhanced with capabilities like image recognition. Cost ControlThis is the process of monitoring project progress in real-time, tracking resource usage, analyzing performance metrics, and addressing potential budget issues before they escalate, ensuring projects stay on track. Data Annotation (Data Labeling)The process of labeling data with specific features to help AI models learn and recognize patterns during training. Deep LearningA subset of machine learning that uses multi-layered neural networks to simulate complex human decision-making processes. Enterprise AIAI technology designed specifically to meet organizational needs, including governance, compliance, and security requirements. Foundational ModelsThese models learn from large datasets and can be fine-tuned for specific tasks. Their adaptability makes them cost-effective, reducing the need for separate models for each task. Generative AIA type of AI capable of creating new content such as text, images, audio, and synthetic data. It learns from vast datasets and generates new outputs that resemble but do not replicate the original data. Generative AI Feature GovernanceA set of principles and policies ensuring the responsible use of generative AI technologies throughout an organization, aligning with company values and societal norms. Human in the Loop (HITL)A feedback process where human intervention ensures the accuracy and ethical standards of AI outputs, essential for improving AI training and decision-making. Intelligent Document Processing (IDP)IDP extracts data from a variety of document types using AI techniques like NLP and CV to automate and analyze document-based tasks. Large Language Model (LLM)An AI technology trained on massive datasets to understand and generate text. LLMs are key in language understanding and generation and utilize transformer models for processing sequential data. Machine Learning (ML)A branch of AI that allows systems to learn from data and improve accuracy over time through algorithms. Model AccuracyA measure of how often an AI model performs tasks correctly, typically evaluated using metrics such as the F1 score, which combines precision and recall. Natural Language Processing (NLP)An AI technique that enables machines to understand, interpret, and generate human language through a combination of linguistic and statistical models. Retrieval Augmented Generation (RAG)This technique enhances the reliability of generative AI by incorporating external data to improve the accuracy of generated content. Supervised LearningA machine learning approach that uses labeled datasets to train AI models to make accurate predictions. Unsupervised LearningA type of machine learning that analyzes and groups unlabeled data without human input, often used to discover hidden patterns. By understanding these terms, you can better navigate the AI implementation world and apply its transformative power to drive innovation and efficiency across your organization. Tectonic 2024 AI Glossary 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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September 2, 2024in Generative AI
MCG and Salesforce Health Cloud
28Aug

MCG and Salesforce Health Cloud

Independent Publisher of Evidence-Based Guidance Integrates with Salesforce Health Cloud to Enhance Chronic Disease Care SEATTLE, Aug. 27, 2024 /PRNewswire-PRWeb/ — MCG Health, a member of the Hearst Health network and a leader in evidence-based clinical guidance, announces a new integration with Salesforce Health Cloud. This partnership aims to improve the management of patients with chronic conditions and those transitioning to different care settings, such as ambulatory care, recovery facilities, or home care. The integration combines Salesforce Health Cloud, the leading AI-powered CRM, with MCG Health’s trusted, evidence-based guidelines to support better patient outcomes. “This integration deepens our collaboration with MCG and delivers greater return on investment for our Health Cloud customers by emphasizing patient-focused and evidence-based disease management,” said Amit Khanna, Senior Vice President and General Manager of Health at Salesforce. Enhanced Care Planning with Salesforce Health Cloud Salesforce Health Cloud’s Integrated Care Management (ICM) feature now incorporates MCG Health’s industry-leading, evidence-based guidelines for Chronic Care and Transitions of Care. This interactive integration simplifies and optimizes care planning for patients’ post-acute journeys. The solution includes tools for identifying patient needs related to social determinants of health (SDOH) and offers branching logic tailored to individual patient situations. This enhancement significantly reduces administrative burdens for hospital and health plan staff while supporting evidence-based care management for populations with chronic conditions and those needing transition management. Additionally, patient education materials from MCG Health can now be easily distributed from within Salesforce Health Cloud, providing patients with enhanced information on their diagnosis and treatment. “MCG’s collaboration with Salesforce Health Cloud provides a powerful, evidence-based tool for managing chronic disease,” said Jon Shreve, President and CEO of MCG Health. “Through this new integration, we can help Salesforce’s healthcare customers streamline their care planning and disease management programs. This solution enhances hospitals’ and health plans’ ability to adhere to evidence-based practices, improving clinical workflows and benefiting both healthcare organizations and, most importantly, patients.” A Strategic Partnership for Better Patient Outcomes “Salesforce is excited to partner with MCG to integrate their trusted, evidence-based guidance into Health Cloud, advancing the care of patients with chronic and complex diseases,” said Amit Khanna, Senior Vice President and General Manager of Health at Salesforce. “This integration strengthens our ongoing collaboration with MCG and delivers more value to our Health Cloud customers by focusing on patient-centered and evidence-based disease management.” Interested parties can request a demo from MCG via this link: Schedule a Demo. About MCG Health MCG Health, part of the Hearst Health network, provides unbiased clinical guidance that empowers healthcare organizations to deliver patient-centered care with confidence. MCG’s AI-driven technology, combined with clinical expertise, enables clients to prioritize and simplify their work. MCG’s world-class customer service ensures clients maximize the benefits of MCG solutions, resulting in improved clinical and financial outcomes. For more information, visit MCG Health. Salesforce, Health Cloud, and related marks are trademarks of Salesforce, Inc. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 28, 2024in Salesforce Health Cloud
benefits of salesforce flow automation
15Aug

Benefits of Salesforce Flow Automation

Salesforce Flow Automation offers robust tools to streamline operations, enhance productivity, and improve accuracy. Whether you’re new to Salesforce or refining existing workflows, here are five top tips for maximizing the benefits of Salesforce Flow Automation. 1. Define Clear Objectives Before creating any flows, clearly define your automation goals, whether it’s reducing manual data entry, accelerating approval processes, or ensuring consistent customer follow-ups. Having specific objectives will keep your flow design focused and help you measure the impact of your automation. 2. Leverage Pre-Built Flow Templates Salesforce provides a range of pre-built flow templates tailored to common business needs, saving time and effort. Start with these templates and customize them to suit your unique requirements, allowing you to implement efficient solutions without building from scratch. 3. Optimize Decision Elements Decision elements in Salesforce Flow enable branching logic based on set conditions. Use them to direct the flow according to specific criteria, such as routing different approval paths based on deal value or service type. This targeted approach ensures each scenario is handled effectively. 4. Thoroughly Test Before Deployment Testing is a critical part of the automation process. Before launching a new flow, test it in a sandbox environment to catch any issues. Cover a range of scenarios and edge cases to confirm that the flow works as expected, helping avoid disruptions and ensuring a smooth transition into live use. 5. Monitor and Continuously Improve Automation is an evolving process. After deploying flows, monitor their performance to ensure they’re achieving desired outcomes. Use Salesforce’s reporting tools to track metrics like completion rates and processing times. With this data, you can fine-tune your flows to boost efficiency and adapt to changing business needs. By following these tips, you can unlock the full potential of Salesforce Flow Automation, leading to streamlined processes and better business outcomes. Embrace automation to reduce manual work and keep focus on driving core business growth. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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August 15, 2024in Data, Salesforce, Salesforce Implementation Services, Salesforce Optimization
Public Sector Approval Process Queue
13May

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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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May 13, 2024in Public Sector Solutions, Salesforce
Salesforce Developer Toolkit
16Jan

Salesforce Developer Toolkit

Have you ever been overwhelmed by a complex project with numerous tasks and deadlines? I felt the same until I discovered Salesforce tools. One afternoon, a colleague introduced me to these tools, and everything changed. Suddenly, I could manage my work more effectively, collaborate better with my team, and consistently deliver outstanding results. Salesforce tools completely transformed the way I work. They showed me that with the right technology, teams don’t just meet expectations—they exceed them, driving better business performance. Let’s explore how Salesforce tools can lead to better development outcomes and help you stay ahead of the competition. Key Takeaways Understanding Salesforce Development Tools Diving into Salesforce development tools reveals how essential they are for boosting productivity and streamlining processes. Each tool plays a unique role in making Salesforce adaptable for developers. For instance, using the Salesforce Developer Edition allows me to test apps without real data, helping me create better solutions. Scratch Orgs provide a space to develop apps for specific needs, offering flexibility in my work. The Salesforce CLI simplifies managing and integrating different tools, enhancing my overall development workflow. By learning and mastering these tools, I’ve significantly improved my technical skills, gaining confidence to tackle various projects knowing I have the right tool for each task. Key Benefits of Using Salesforce Tools Salesforce tools have revolutionized how we work and engage with clients. One of the standout benefits is the clear visibility into customer data. This makes our interactions more personalized and effective, as everyone on the team has access to the necessary customer information. Team collaboration also becomes more seamless. Sharing vital information removes delays, streamlining the development process and ensuring we all work towards the same goals. Automation is another game-changer. It reduces manual tasks, allowing us to focus on high-value activities. Companies that embrace these tools often see improved sales and overall business performance. Salesforce Tools for Better Development The right tools can transform your development process. Salesforce tools enhance every aspect, from understanding customer needs to improving team collaboration. By making both teams and customers more visible, these tools lead to better strategies and outcomes. Improved Customer Visibility Customer insight is crucial to business success. Salesforce tools provide immediate access to customer data, enabling us to tailor services to meet their needs. I can now predict trends and respond quickly, enhancing the customer experience. This visibility also allows businesses to adjust plans rapidly, leading to faster improvements. Enhanced Collaboration Across Teams Collaboration is key to success. Salesforce tools enable seamless communication and information sharing across teams, reducing errors and making development smoother. As teams work more efficiently together, productivity rises, and customer satisfaction improves. These tools have fundamentally changed how my team operates, driving us toward our goals. Getting Started with Salesforce Tools When I began exploring Salesforce tools, I realized how crucial it was to understand the setup process. It’s not just about choosing the right tool—it’s about selecting one that aligns with your business needs. I spent considerable time researching and selecting the best tools for my organization, which resulted in smoother operations. Setting up accounts in an organized manner also prevented potential issues down the line. Training was equally important. I provided my team with comprehensive resources and hands-on experience with Salesforce tools. This approach ensured everyone was prepared to use the tools effectively and enhance our productivity. Salesforce Developer Toolkit For a Salesforce developer, the Salesforce Developer Toolkit is essential to improving workflow and productivity. Using the right tools significantly enhances both efficiency and output quality. Essential Tools for Every Salesforce Developer The toolkit includes indispensable tools like the Developer Console and Salesforce Extensions for Visual Studio Code. These make coding easier and allow for better testing and debugging. The Ant Migration Tool is invaluable for transferring project components, tracking changes, and deploying updates seamlessly. Streamlining Development Processes with Salesforce By utilizing the Salesforce Developer Toolkit, I’ve accelerated development processes. Integrated environments and robust command-line interfaces make app deployment faster. These tools enhance my coding efficiency, allowing me to deliver exceptional Salesforce apps to clients with speed and precision. Top Salesforce Tools to Consider When starting with Salesforce, it’s essential to identify the tools that best meet your needs. Salesforce Lightning, Salesforce CLI, and Workbench stand out for their powerful features and benefits. Salesforce Lightning Salesforce Lightning simplifies app development with its intuitive interface. Its drag-and-drop functionality enables quick assembly of components, allowing me to focus on adding value rather than technical complexities. Salesforce CLI For developers who prefer command-line interfaces, Salesforce CLI is an excellent choice. It automates tasks, improves workflow efficiency, and reduces errors, ultimately enhancing productivity. Workbench and the Ant Migration Tool Workbench is a versatile tool for managing data and running SOQL queries, making it a favorite among developers. The Ant Migration Tool ensures smooth metadata transfers between Salesforce environments, ensuring seamless development. Optimizing Salesforce Development Processes Optimizing development in Salesforce involves improving efficiency and productivity. Automated testing, for instance, simplifies repetitive tasks, allowing developers to focus on more complex challenges. Using scratch orgs for feature branches is another winning strategy. It enables developers to work on new features without affecting the main codebase—a must in fast-paced environments. Agile methodologies also transform development processes. Iterative practices ensure that workflows stay up-to-date with evolving requirements, and continuous feedback drives consistent improvement. Integrating Third-Party Tools with Salesforce When enhancing my Salesforce setup, I often consider third-party integrations. Salesforce AppExchange offers a variety of apps that can be tailored to fit specific business needs. This flexibility is invaluable. Salesforce API integration makes it easy to connect Salesforce with other apps, allowing for better data management and automation. By leveraging these integrations, I’ve enhanced workflows and improved efficiency across the board. Best Practices for Enhancing Salesforce Development Maximizing Salesforce development success depends on following best practices, such as leveraging automation and community resources. Automating Routine Tasks with Salesforce Tools Automation is central to my daily routine. Tools like Process Builder and Workflow automate repetitive tasks, saving time

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January 16, 2024in Data, Salesforce, Technology
AI All Grown Up
09Feb

Understanding Generative AI and Predictive AI

Understanding Generative AI and Predictive AI: A Synergistic Approach Artificial Intelligence (AI) is broadly categorized into two key branches: Generative AI and Predictive AI. Both play a crucial role across various industries, from healthcare and fintech to logistics and education. Their impact is undeniable, driving efficiency, accuracy, and innovation. However, this is not a debate about Generative AI versus Predictive AI. Instead, it is an exploration of both branches and how they contribute to technological advancement. Let’s dive in. Generative AI vs. Predictive AI: An Overview Generative AI has been around for decades, with early iterations like Generative Adversarial Networks (GANs) and Variational Autoencoders (VAEs). While these earlier models saw limited enterprise adoption, the success of ChatGPT demonstrated the vast potential of Generative AI in producing articulate, human-like content. Conversely, Predictive AI is widely used across industries to correlate data and support decision-making. It is particularly prevalent in applications like cybersecurity, inventory management, and digital twin technology. Businesses increasingly recognize the benefits of both AI branches. From automating processes to creating digital replicas for scenario testing, AI applications continue to evolve. The goal now is not to compare Generative AI and Predictive AI, but to understand their mechanisms and potential for seamless integration. Are you fully leveraging AI in your enterprise? If not, or if you have questions, feel free to reach out. Now, let’s delve into how these AI branches work. What is Generative AI? Generative AI is transforming industries by producing text, code, music, and even videos. Companies use it to analyze vast datasets and generate content instantaneously. Key Applications of Generative AI: By 2026, over 80% of businesses are expected to incorporate Generative AI into their workflows. While implementation can be complex, expert guidance can help streamline the process. How Does Generative AI Work? Generative AI leverages machine learning (ML) and big data to analyze input forms—such as text, images, or sound—and learn their structures. Once trained, it generates new content without merely replicating existing data, making it a powerful tool for innovation. Generative AI in Action: If you’re uncertain about how to implement Generative AI in your business, consulting with experts can provide clarity. What is Predictive AI? Predictive AI, or predictive analytics, forecasts future outcomes based on historical data. It empowers businesses to make informed decisions by identifying patterns and trends. Key Applications of Predictive AI: Predictive AI improves decision-making capabilities by analyzing large datasets and refining machine learning algorithms. Integrating it with other analytics tools enhances its effectiveness and mitigates implementation challenges. Predictive AI in Action: Predictive AI’s ability to anticipate market trends and consumer behavior makes it a valuable tool for businesses looking to stay ahead. Generative AI vs. Predictive AI: Key Differences While Generative AI focuses on creating new content based on learned data patterns, Predictive AI forecasts future outcomes using historical data. These two models are not competing forces; rather, they complement each other in building comprehensive business strategies. Both models require a strong foundation in data governance and cybersecurity to ensure ethical and effective AI implementation. The Future of AI: Generative vs. Predictive According to McKinsey, the combined impact of Generative and Predictive AI could contribute up to $4.4 trillion annually to the global economy. What’s Next for AI? Generative AI: Predictive AI: Both Generative and Predictive AI are poised to shape the future of AI-driven industries. Businesses that embrace both models will gain a competitive edge in innovation and strategic decision-making. Conclusion Generative and Predictive AI are not opposing technologies; they are complementary forces that drive efficiency, accuracy, and creativity. Their applications span numerous industries, proving their immense value in today’s tech-driven world. Navigating AI implementation can be complex, but expert guidance can simplify the process. If you have questions about integrating AI into your business, consulting with professionals can help you harness its full potential. The future of business is deeply intertwined with AI—taking the right steps today will ensure success in the years ahead. Let Tectonic take you to the AI world. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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February 9, 2023in Artificial Intelligence, Data, Enterprise, Generative AI, Salesforce, Technology
Salesforce Service Cloud
11Mar

Salesforce Service Acronyms

Here is a helpful glossary of terms you will hear when discussing Salesforce and Salesforce Service Cloud. ACW After Call Work Tasks that the agent needs to complete after the customer call has ended. Your job as a Salesforce Admin/Service Cloud Consultant is to make completing these tasks (eg. entering data, call outcome notes), as efficient as possible for the user. AHT Average Handle Time The average amount of time it takes for an agent to resolve a customer call/case. CTI Computer Telephony Integration Telephony (phone communication) can be directly integrated into Salesforce. This is a great win for Service (and Sales) departments who rely heavily on their phone, with features such as click to dial, call recording and screen pop available from 3rd party vendors. FCR First Contact Resolution Measures the % of cases that are solved on the first touchpoint with customer service.READ MORE: Create a Service Metrics Strategy. FSL Field Service (Lightning) An extension (add-on product) of Service Cloud that provides a comprehensive view of workforce management. Field Service involves providing services to customers beyond your office or site – which is referred to as in the “field”. Think about mobile employees, like service technicians, who carry out the service in-person; other people involved are service agents, dispatchers, and service managers. Salesforce dropped the “Lightning” from the product name, but the acronym is still widely used. IVR Interactive Voice Response An automated telephony system that interacts with callers, gathers information and routes calls to the appropriate recipients (source). People often refer to this as speaking to a bot before they get through to a human agent. KCS Knowledge-Centered Support A knowledge base that documents service agents’ experiences when solving cases, curated and made accessible to customers for self-service support should they encounter the same question or problem.Salesforce Experience Cloud is praised for encouraging collaboration and improvement between customers and agents in this way. PBX Private Branch Exchange System that routes calls to different agents. SLA Service-level Agreement A formal or informal contract between an organization and its customers which outlines what service they will receive and how long they will need to wait to receive that service each time. SLAs can be configured into Salesforce to prioritize cases and work orders. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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March 11, 2021in Data, Salesforce, Salesforce Experience Cloud, Salesforce Service Cloud
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