cdp Archives - gettectonic.com
Agentforce to the Team
29Mar

Redefining AI-Driven Customer Service

Salesforce’s Agentforce: Redefining AI-Driven Customer Service Salesforce has made major strides in AI-powered customer service with Agentforce, its agentic AI platform. The CRM leader now resolves 85% of customer queries without human intervention—an achievement driven by three key factors: Speaking at the Agentforce World Tour, Salesforce Co-Founder & CTO Parker Harris emphasized the platform’s role in handling vast volumes of customer interactions. The remaining 15% of queries are escalated to human agents for higher-value interactions, ensuring complex issues receive the necessary expertise. “We’re all shocked by the power of these LLMs. AI has truly hit a tipping point over the past two years,” Harris said. Currently, Agentforce manages 30,000 weekly conversations for Salesforce, proving its growing impact. Yet, the journey to adoption wasn’t without its challenges. From Caution to Acceleration: Agentforce’s Evolution Initially, Salesforce approached the Agentforce rollout with caution, concerned about AI hallucinations and accuracy. However, the company ultimately embraced a learn-by-doing approach. “So, we went for it!” Harris recalled. “We put it out there and improved it every hour. Every interaction helped us refine it.” This iterative process led to significant advancements, with Agentforce now seamlessly handling a high volume of inquiries. Expanding Beyond Customer Support Agentforce’s impact extends beyond customer service—it’s also revolutionizing sales operations at Salesforce. The platform acts as a virtual sales coach for 25,000 sales representatives, offering real-time guidance without the social pressures of a human supervisor. “Salespeople aren’t embarrassed to ask an AI coach questions, which makes them more effective,” Harris noted. This AI-driven coaching has enhanced sales efficiency and confidence, allowing teams to perform at a higher level. Real-World Impact and Competitive Edge Salesforce isn’t just promoting Agentforce—it’s using it to prove its value. Harris shared success stories, including reMarkable, which automated 35% of its customer service inquiries, reducing workload by 7,350 queries per month. Salesforce CEO Marc Benioff highlighted this competitive edge during the launch of Agentforce 2.0, pointing out that while many companies talk about AI adoption, few truly implement it at scale. “When you visit their websites, you still find a lot of forms and FAQs—but not a lot of AI agents,” Benioff said. He specifically called out Microsoft, stating: “If you look for Co-Pilot on their website, or how they’re automating support, it’s the same as it was two years ago.” Microsoft pushed back on Benioff’s critique, sparking a war of words between the tech giants. What’s Next for Salesforce? Beyond AI-driven service and sales, Salesforce is making bold moves in IT Service Management (ITSM), positioning itself against competitors like ServiceNow. During a recent Motley Fool podcast, Benioff hinted at Salesforce’s ITSM ambitions, stating: “We’re building new apps, like ITSM.” At the TrailheadDX event, Salesforce teased this new product, signaling its expansion into enterprise IT management—a move that could shake up the ITSM landscape. With AI agents redefining work across industries, Salesforce’s aggressive push into automation and ITSM underscores its vision for the future of enterprise AI. 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 29, 2025in Agentforce Platform, Agentic AI, Data, Enterprise, Salesforce
Tectonic Salesforce Integrations
25Mar

Digital Experience and Ecommerce Dictionary

Essential Ecommerce and Digital Experience Terminology The world of ecommerce and digital experiences is constantly evolving, bringing with it a steady stream of new buzzwords and concepts. While this list isn’t exhaustive, it serves as an excellent introduction to some of the latest trends and terminology shaping online shopping experiences. Accessibility Ensuring that web content is accessible across all devices is only part of the equation—compliance with international regulations is crucial to supporting individuals with disabilities. Here are key terms related to digital accessibility: Content Marketing Content marketing has evolved beyond catalogs and newsletters. It’s now an integral part of the shopping experience, helping customers discover and engage with brands in meaningful ways. Data-Driven Strategies Leading brands leverage data-driven ecommerce to deliver personalized, seamless shopping experiences. This ever-evolving space includes key concepts such as: Mobile Commerce Consumers expect to shop seamlessly across multiple devices. Mobile commerce trends ensure a smooth experience, no matter where they browse. Omnichannel Experiences Shoppers today expect a cohesive experience whether they shop online, on social media, or in-store. Here are key omnichannel concepts: Tech & Digital Experience Platforms To meet changing consumer expectations, retailers are adopting advanced technologies that streamline operations and enhance user experiences. Social Commerce Social commerce enables direct purchases through social media platforms, streamlining the shopping journey from discovery to checkout. Security & Privacy Data privacy is a growing concern among consumers. Here are key regulations shaping ecommerce security: Search Search functionality is crucial for delivering relevant results and optimizing user experience. Emerging trends include: Final Thoughts The ecommerce webscape is always changing, with new technologies and trends shaping the way consumers shop online. By staying abreast of these key terms, businesses can enhance customer experiences and remain competitive in the digital marketplace. Explore these topics further with our resources and 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 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 25, 2025in Data, Laws, Technology
Salesforce Data Cloud Hits $900M in Revenue
18Mar

The Future of Real-Time Customer Intelligence

Salesforce Data Cloud Today: The Future of Real-Time Customer Intelligence Imagine a CRM That Knows Your Customers Better Than You Do The future of real-time customer intelligence is here now. What if your CRM could:✔️ Track every customer interaction in real time—purchases, social media activity, support tickets✔️ Predict their next move before they make it✔️ Automatically trigger hyper-personalized marketing, sales, and service actions that deliver incredible experiences That’s Salesforce Data Cloud (formerly known as Salesforce Genie)—an AI-powered Customer Data Platform (CDP) that turns raw data into real-time customer intelligence. Why Data Cloud is The Future of Real-Time Customer Intelligence Businesses today are drowning in data but starving for insights. Traditional CRMs rely on outdated, siloed information—leading to missed opportunities and generic customer experiences. Salesforce Data Cloud solves this by:🔹 Unifying data from every source (CRM, eCommerce, IoT, social media, third-party apps)🔹 Resolving duplicates into a single, dynamic customer profile🔸 Predicting behavior with Einstein AI to automate next-best actions🔺 Acting in real time—no more batch processing delays Example: Starbucks-Level Personalization (Without the Big Data Team) Starbucks uses a CDP to track your orders, app usage, and location to send personalized offers when you’re near a store.With Data Cloud, any business—big or small—can do the same. Generic communication is so 2020. Get with the times with Salesforce Data Cloud! How Salesforce Data Cloud Works (2025 Edition) 1. Data Ingestion: Bring Every Customer Signal Together Data Cloud connects:✔️ Salesforce records (Leads, Cases, Opportunities)✔️ External platforms (Shopify, Google Analytics, Meta Ads)✔️ IoT & live streams (smart devices, chatbots, in-store sensors) Example: A retailer tracks online purchases, in-store visits, and support chats—all in one profile. 2. Identity Resolution: No More Duplicate or Messy Data Ever had “John Smith” in your system five times? Data Cloud’s AI:✔️ Merges duplicates into one accurate profile✔️ Unifies all interactions (website visits, emails, purchases) 3. Real-Time Segmentation: Instant Customer Groups Forget manual reports—Data Cloud auto-creates segments like:🎯 “High-value customers who haven’t bought in 30 days”🎯 “Mobile app users at risk of churning” Example: A travel agent spots VIP clients searching for luxury trips and sends a personalized offer within seconds. 4. AI-Powered Actions: The Brain Behind the Scenes Einstein AI analyzes data and recommends:📞 Sales: “Call this lead now—90% chance to convert!”✉️ Marketing: “Send a discount—they’re price-sensitive.”🛠️ Service: “Their device is malfunctioning—proactively offer help.” Imagine the power at your fingertips with a CDP that intuitively advises next best actions with data-driven insights! Real-World Use Cases (2025 Success Stories) 1. Hyper-Personalized Retail Experiences ❌ Problem: A faurniture brand’s online & offline data were siloed, leading to generic promotions.✅ Solution: Data Cloud unifies: 2. Smarter B2B Sales Engagement ❌ Problem: A SaaS company lost deals because reps didn’t know the best time to follow up.✅ Solution: Data Cloud tracks: 3. Predictive Customer Service (Banking & Healthcare) ❌ Problem: Customers only reported issues when it was too late.✅ Solution: Data Cloud detects:🏦 Banking: “Unusual login attempt → Freeze account & text customer”🏥 Healthcare: “Missed prescription refill → Send automated reminder”📈 Result: 50% fewer escalations Why Old-School CRM Can’t Compete Traditional CRM Salesforce Data Cloud Static, siloed data Real-time unified profiles Manual segmentation AI-driven auto-segmentation Batch processing Instant triggers & actions Generic experiences Hyper-personalized engagement Think of it like upgrading from a flip phone to an AI assistant. How to Get Started in 2025 1️⃣ Check Compatibility (Available in Unlimited, Performance, Enterprise+ editions)2️⃣ Connect Key Data Sources (Start with Marketing Cloud, eCommerce platforms)3️⃣ Define Priority Segments (e.g., repeat buyers, at-risk customers)4️⃣ Automate Actions (Use Salesforce Flow + Einstein AI) 💡 Pro Tip: Pilot with one department (e.g., marketing) before scaling. The Future of Data Cloud (Beyond 2025) 🔮 Voice & AR Integration – Customers ask a voice assistant for help, and Data Cloud instantly pulls their full history.🔒 Blockchain-Powered Security – Decentralized identity verification to prevent fraud.🤖 AI-Generated Content – Einstein crafts personalized emails, ads, and product recs dynamically. Is Salesforce Data Cloud Worth It? ✅ For Marketers: 1:1 personalization at scale✅ For Sales Teams: Close deals faster with AI insights✅ For Service Teams: Solve issues before customers complain The future of CRM is real-time, AI-driven, and frictionless.Are you still relying on static data? Contact Tectonic to upgrade! 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 18, 2025in Data, Enterprise, Google, Google Analytics, Salesforce, Salesforce Data Cloud, Salesforce Flow
AI Data Cloud and Integration
03Mar

It is Time to Implement Data Cloud

With Salesforce Data Cloud you can: With incomplete data your 360-degree customer view is limited and often leads to multiple sales reps working on the same lead. Slow access to the right leads at the right time leads to missed opportunties and delayed closings. If your team cannot trust the data due to siloes and inaccuracies, they avoid using it. It is Time to Implement Data Cloud. Unified Connect and harmonize data from all your Salesforce applications and external data systems. Then activate your data with insights and automation across every customer touchpoint. Powerful With Data Cloud and Agentforce, you can create the most intelligent agents possible, giving them access to the exact data they need to deliver any employee or customer experience. Secure Securely connect your data to any large language model (LLM) without sacrificing data governance and security thanks to the Einstein 1 trust layer. Open Data Cloud is fully open and extensible – bring your own data lake or model to reduce complexity and leverage what’s already been built. Plus, share out to popular destinations like Snowflake, Google Ads, or Meta Ads. Salesforce Data Cloud is the only hyperscale data engine native to Salesforce. It is more than a CDP. It goes beyond a data lake. You can do more with Data Cloud. Your Agentforce journey begins with Data Cloud. Agents need the right data to work. With Data Cloud, you can create the most intelligent agents possible, giving them access to the exact data they need to deliver any employee or customer experience. Use any data in your organization with Agentforce in a safe and secure manner thanks to the Einstein 1 Trust Layer. Datablazers are Salesforce community members who are passionate about driving business growth with data and AI powered by Data Cloud. Sign up to join a growing group of members to learn, connect, and grow with Data Cloud. Join today. The path to AI success begins and ends with quality data. Business, IT, and analytics decision makers with high data maturity were 2x more likely than low-maturity leaders to have the quality data needed to use AI effectively, according to our State of Data and Analytics report. “What’s data maturity?” you might wonder. Hang tight, we’ll explain in chapter 1 of this guide. Data-leading companies also experience: Your data strategy isn’t just important, it’s critical in getting you to the head of the market with new AI technology by your side. That’s why this Salesforce guide is based on recent industry findings and provides best practices to help your company get the most from your data. Tectonic will be sharing a focus on the 360 degree customer view with Salesforce Data Cloud in our insights. Stay tuned. It is Time to Implement Data Cloud 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 3, 2025in Data, Einstein 1 Platform, Einstein Insights, Google, Salesforce, Salesforce Data Cloud, Salesforce Implementation Services, Snowflake, Technology

Data Cloud Billable Usage

Data Cloud Billable Usage Overview Usage of certain Data Cloud features impacts credit consumption. To track usage, access your Digital Wallet within your Salesforce org. For specific billing details, refer to your contract or contact your Account Executive. Important Notes ⚠️ Customer Data Platform (CDP) Licensing – If your Data Cloud org operates under a CDP license, refer to Customer Data Platform Billable Usage Calculations instead.⚠️ Sandbox Usage – Data Cloud sandbox consumption affects credits, with usage tracked separately on Data Cloud sandbox cards. Understanding Usage Calculations Credit consumption is based on the number of units used multiplied by the multiplier on the rate card for that usage type. Consumption is categorized as follows: 1. Data Service Usage Service usage is measured by records processed, queried, or analyzed. Billing Category Description Batch Data Pipeline Based on the volume of batch data processed via Data Cloud data streams. Batch Data Transforms Measured by the higher of rows read vs. rows written. Incremental transforms only count changed rows after the first run. Batch Profile Unification Based on source profiles processed by an identity resolution ruleset. After the first run, only new/modified profiles are counted. Batch Calculated Insights Based on the number of records in underlying objects used to generate Calculated Insights. Data Queries Based on records processed, which depends on query structure and total records in the queried objects. Unstructured Data Processed Measured by the amount of unstructured data (PDFs, audio/video files) processed. Streaming Data Pipeline Based on records ingested through real-time data streams (web, mobile, streaming ingestion API). Streaming Data Transforms Measured by the number of records processed in real-time transformations. Streaming Calculated Insights Usage is based on the number of records processed in streaming insights calculations. Streaming Actions (including lookups) Measured by the number of records processed in data lookups and enrichments. Inferences Based on predictive AI model usage, including one prediction, prescriptions, and top predictors. Applies to internal (Einstein AI) and external (BYOM) models. Data Share Rows Shared (Data Out) Based on the new/changed records processed for data sharing. Data Federation or Sharing Rows Accessed Based on records returned from external data sources. Only cross-region/cross-cloud queries consume credits. Sub-second Real-Time Events & API Based on profile events, engagement events, and API calls in real-time processing. Private Connect Data Processed Measured by GB of data transferred via private network routes. 🔹 Retired Billing Categories: Accelerated Data Queries and Real-Time Profile API (no longer billed after August 16, 2024). 2. Data Storage Allocation Storage usage applies to Data Cloud, Data Cloud for Marketing, and Data Cloud for Tableau. Billing Category Description Storage Beyond Allocation Measured by data storage exceeding your allocated limit. 3. Data Spaces Billing Category Description Data Spaces Usage is based on the number of data spaces beyond the default allocation. 4. Segmentation & Activation Usage applies to Data Cloud for Marketing customers and is based on records processed, queried, or activated. Billing Category Description Segmentation Based on the number of records processed for segmentation. Batch Activations Measured by records processed for batch activations. Activate DMO – Streaming Based on new/updated records in the Data Model Object (DMO) during an activation. If a data graph is used, the count is doubled. 5. Ad Audiences Service Usage Usage is calculated based on the number of ad audience targets created. Billing Category Description Ad Audiences Measured by the number of ad audience targets generated. 6. Data Cloud Real-Time Profile Real-time service usage is based on the number of records associated with real-time data graphs. Billing Category Description Sub-second Real-Time Profiles & Entities Based on the unique real-time data graph records appearing in the cache during the billing month. Each unique record is counted only once, even if it appears multiple times. 📌 Example: If a real-time data graph contains 10M cached records on day one, and 1M new records are added daily for 30 days, the total count would be 40M records. 7. Customer Data Platform (CDP) Billing Previously named Customer Data Platform orgs are billed based on contracted entitlements. Understanding these calculations can help optimize data management and cost efficiency. Track & Manage Your Usage 🔹 Digital Wallet – Monitor Data Cloud consumption across all categories.🔹 Feature & Usage Documentation – Review guidelines before activating features to optimize cost.🔹 Account Executive Consultation – Contact your AE to understand credit consumption and scalability options. 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 26, 2025in Data, Salesforce, Salesforce Data Cloud
salesforce service assistant
26Feb

Salesforce Service Assistant

Salesforce Service Assistant is an AI-powered tool that helps service representatives resolve cases faster. It’s available on Service Cloud and is designed to save time for agents. How it works Benefits Helps agents resolve cases faster, Saves time for service representatives, Grounded in the organization’s knowledge base and data, and Adheres to company policies. Additional information Alongside agent guidance, the Service Assistant provides two other notable features. The first enables agents to create conversation summaries with “just a click” after using the solution to complete a case. The second allows agents to request that the assistant auto-crafts a new knowledge article when its guidance proved insufficient, based on how they resolved the query. Thanks to this second feature, the Service Assistant may get better with time, aiding agent proficiency, customer satisfaction, and – ultimately – average handling time (AHT). However, despite this capability, Salesforce has pledged to advance the solution further. Indeed, during a recent webinar, Kevin Qi, Associate Product Manager at Salesforce, teased what will come in June. Pointing to Service Cloud’s Summer ‘25 release wave, Qi said: The next phase of Service Assistant involves actionable plans. So, not only will it help guide the service rep, but it’ll also take actions to automate various steps, so it can look up orders, check eligibilities, and more to help speed up the efficiency of tackling that case. Beyond the summer, Salesforce plans to have the Assistant blend modalities, guiding customer conversations across channels to further streamline the interaction. “The Service Assistant will become even more adaptive, support more channels, including messaging and voice, being able to adapt to changes in case context,” concluded Qi. The Latest AI Solutions on Service Cloud Alongside the Service Assistant, Salesforce has released several other AI and Agentforce capabilities, embedded across Service Cloud. Qi picked out the “Freeform Instructions in Service Email Assistant” feature for special reference. “If the agent doesn’t have a template already made for a particular instance, they can type – in natural language – the sort of email they’d want to generate and have Agentforce create that email in the flow of work,” he said. That capability may prove highly beneficial in helping agents piece their thoughts together when resolving a tricky case. After all, they can note some key points – in natural language – and the feature will create a coherent customer response. Alongside this comes a solution to quickly summarize case activity for wrap-up in beta. Yet, most new features focus on improving the knowledge that feeds into AI solutions, like the Service Assistant. For starters, there’s a flow orchestrator in beta that helps contact center leaders build a process for approving new knowledge articles and updates. Additionally, there’s an “Update Knowledge Content with AI” feature. This ingests prompts and – as it says on the tin – updates the tone, style, and length of particular knowledge articles. Last comes the “Knowledge Sync to Data Cloud” tool that pulls contact center knowledge into the Salesforce customer data platform (CDP). Not only does this democratize service insights, but it also supports contact centers in grounding the Service Assistant and other AI agents. Both of these final knowledge capabilities are now generally available. 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 26, 2025in Data, Salesforce
My Service Journey is Here
17Feb

Salesforce Service Assistant Now Generally Available

Salesforce Service Assistant Now Generally Available in Service Cloud Salesforce has officially launched Service Assistant in Service Cloud, bringing AI-powered agent guidance to customer service teams. The assistant creates step-by-step action plans to help agents resolve queries efficiently by analyzing intent, case history, and customer context. Previously known as Salesforce Service Planner, the solution entered a pilot phase in October 2024 and is now live just four months later. Enhancing Accuracy with Data Cloud Integration To maximize accuracy, Salesforce recommends integrating Service Assistant with Data Cloud and the contact center knowledge base. This connection enables the assistant to access critical business processes and customer history across service, sales, marketing, and more. Key Features of Service Assistant Beyond real-time agent guidance, Service Assistant introduces two standout capabilities: This continuous learning cycle improves agent proficiency, enhances customer satisfaction, and reduces Average Handling Time (AHT). What’s Next for Service Assistant? Despite these capabilities, Salesforce plans to further enhance Service Assistant. In a recent webinar, Kevin Qi, Associate Product Manager at Salesforce, revealed upcoming enhancements in the Summer ’25 release (June 2025): “The next phase of Service Assistant involves actionable plans. It will not only guide service reps but also automate steps like looking up orders and checking eligibility to speed up case resolution.” Beyond summer, Salesforce aims to make Service Assistant more adaptive, supporting additional channels such as messaging and voice while dynamically adjusting to case context changes. Expanding AI & Agentforce Capabilities in Service Cloud Alongside Service Assistant, Salesforce has introduced several AI and Agentforce capabilities across Service Cloud. Highlighted features include: What’s Coming in the Summer ’25 Release? One of the most anticipated features in June 2025 is Agentforce: Service Actions in Slack. Salesforce already enables case swarming in Slack, allowing agents to collaborate with external teams. Now, this guidance will be automatically recorded in the case summary and converted into knowledge articles for future reference. Other upcoming knowledge management features include: Custom AI with Agentforce Beyond prebuilt AI solutions, Agentforce enables brands to create AI-powered workflows tailored to their needs. Service teams can: By integrating Agentforce with Data Cloud, businesses can connect cross-platform workflows and automate enterprise-wide operations. Content updated March 2025. 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 17, 2025in Data, Enterprise, Salesforce, Salesforce Service Cloud
Tectonic Salesforce Integrations
08Feb

Guide to Reinventing Your Business for the Digital Age

Digital Transformation: The Complete Guide to Reinventing Your Business for the Digital Age What Is Digital Transformation? Digital transformation is the strategic adoption of digital technologies to fundamentally reshape business processes, culture, and customer experiences. It’s not just about upgrading IT systems—it’s a holistic reinvention of how a company operates, competes, and delivers value in an increasingly digital world. “Every digital transformation begins and ends with the customer.”— Marc Benioff, Chairman & Co-CEO, Salesforce Digitization vs. Digitalization vs. Digital Transformation Concept Definition Example Digitization Converting analog data to digital Scanning paper invoices into PDFs Digitalization Using digital tools to improve existing processes CRM systems replacing Rolodexes Digital Transformation Reimagining business models with digital-first strategies Netflix shifting from DVDs to streaming Why Digital Transformation Matters 1. Customer Expectations Are Evolving 2. Employees Demand Modern Tools 3. Industry Disruption Is Accelerating Key Drivers of Digital Transformation Real-World Examples of Digital Transformation 1. Banking: From Branches to Apps 2. Retail: Personalization at Scale 3. Insurance: Proactive Risk Management How to Start Your Digital Transformation Step 1: Assess Your Current State Step 2: Build a Cross-Functional Strategy Step 3: Choose the Right Technology Step 4: Foster a Digital-First Culture Avoiding Common Pitfalls 🚫 Mistake: Buying disconnected point solutions✅ Fix: Invest in an integrated platform 🚫 Mistake: Treating it as an “IT project”✅ Fix: Make it a company-wide initiative 🚫 Mistake: Ignoring change management✅ Fix: Get employee buy-in early The Future of Digital Transformation Ready to Transform? Start small, think big, and put your customers at the center. The businesses that thrive in the next decade will be those that embrace continuous digital evolution. Need help? Contact us. 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 8, 2025in Cloud Computing, Data, Salesforce, Technology

Data Cloud Permissions

Data Cloud Standard Permission Sets Permission sets determine the level of access and visibility Salesforce users have to Data Cloud features and data. Salesforce provides six standard permission sets for Data Cloud, which administrators assign to users. While it is possible to create custom permission sets, it is generally recommended to use the standard ones, as they are updated automatically with each release. However, these can be combined with other Salesforce permission sets to expand user access as needed. Identifying Your Data Cloud License To check your org’s Data Cloud license: Important: For details on the transition from legacy standard permission sets to enhanced standard permission sets, see Data Cloud Permission Set Naming Changes During the Enhanced Security Migration Period. System Administrator Access System Administrators can manage and assign users within Setup and access Data Cloud Setup. They must have either the System Administrator user profile or permissions that grant access to Salesforce Setup. Note: A Data Cloud standard permission set is not required to access Data Cloud Setup. Data Cloud Standard Permission Sets General Data Cloud Permission Sets These permission sets can be assigned to users and combined with other Salesforce permission sets: Marketing-Specific Permission Sets Organizations with the Segmentation and Activation Add-On License, commonly used with Marketing Cloud Engagement and third-party applications, have additional marketing-specific permission sets: For details on the Segmentation and Activation Add-On License, contact your account executive. Feature Access by Permission Set The following table outlines the access levels for each permission set: | Feature | System Admin | Data Cloud Admin | Data Cloud User | Data Cloud Marketing Admin | Data Cloud Data Aware Specialist | Data Cloud Marketing Manager | Data Cloud Marketing Specialist | |—|—|—|—|—|—|—|| Data Cloud Setup | Full Access | | | | | || Data Space Management | Full Access | | | | | || Data Additions to a Data Space | | Full Access | | Full Access | Full Access | || Data Streams | | Full Access | View Only | Full Access | Full Access | View Only | View Only || Data Shares | | Full Access | View Only | View Only | Full Access | View Only | View Only || Data Lake Objects | | Full Access | View Only | Full Access | Full Access | View Only | View Only || Data Transforms | | Full Access | View Only | Full Access | Full Access | View Only | View Only || Data Model | | Full Access | View Only | Full Access | Full Access | View Only | View Only || Identity Resolution | | Full Access | View Only | Full Access | Full Access | View Only | View Only || Calculated Insights | | Full Access | View Only | Full Access | Full Access | View Only | View Only || Segments | | | Full Access | View Only | Full Access | Full Access | || Activation & Targets | | | Full Access | View Only | Full Access | View Only | || Communication Capping Setup | Full Access | | | | | || Search Index Configurations | | Full Access | View Only | Full Access | Full Access | View Only | View Only | Best Practice: Use Standard Permission Sets It is strongly recommended to assign standard permission sets rather than creating custom ones. Standard permission sets are automatically updated with each release, ensuring users have access to the latest features. Custom permission sets may not include new functionality, potentially limiting access to new capabilities. Customer Data Platform Standard Permission Sets Salesforce provides four standard permission sets for Customer Data Platform (CDP) licensed orgs. These define access to Data Cloud features under the CDP contract. For details, refer to Customer Data Platform Standard Permission Sets in Data Cloud documentation. Data Cloud Permission Set Changes During the Enhanced Security Migration Starting November 2023, Salesforce introduced enhanced security measures, renaming existing Data Cloud standard permission sets and creating new permission sets with similar names in all Data Cloud orgs. Refer to the Data Cloud Permission Set Naming Changes documentation for details. Creating Custom Permission Sets in Data Cloud If a custom permission set is required, it is best to clone an existing standard permission set rather than creating one from scratch. Some Data Cloud features may not be accessible if a permission set is built manually. 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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January 4, 2025in Data, Salesforce, Salesforce Data Cloud
Martech Modernization
04Nov

Martech Modernization

Martech Modernization: The Trends, Challenges, and Opportunities A Snapshot of Martech Strategies and CDP Adoption According to research by Acxiom, 65% of companies with a defined martech strategy utilize a Customer Data Platform (CDP), compared to just 43% without one. This significant gap underscores the strategic role of CDPs in martech adoption. Additionally, nearly all businesses surveyed plan to revise their martech stack within the next 12 months, with 29% adding new tools and 15% consolidating existing ones. The Transformative Marketing Landscape Rapid technological advancements, changing customer expectations, and evolving identity ecosystems are fundamentally reshaping how brands engage their audiences. In this environment, modernizing martech has become essential for delivering the personalized experiences customers demand. However, modernization presents challenges such as siloed data, fragmented technologies, and gaps in expertise, complicating efforts to adapt. To gain insights into these dynamics, Acxiom surveyed 200 martech decision-makers from the US and UK about their modernization plans, motivations, and obstacles. The findings reveal a widespread push for martech updates, with brands seeking support to navigate this complex journey. SECTION ONE: A Martech Reset is Underway Martech Strategy Rises to the Top When asked to prioritize their marketing objectives, 34% of respondents listed developing a martech strategy among their top three goals. This places it alongside traditional objectives like increasing brand awareness and customer acquisition, reflecting its growing importance in achieving broader marketing goals. Even considering that survey respondents may prioritize martech more than the average business leader, the results highlight the industry’s dynamism and the pressing need for a martech reset. Widespread Stack Adjustments Nearly all surveyed businesses (99%) plan to adjust their martech stack in the next year. Key trends include: This widespread activity emphasizes the high priority placed on martech optimization. Streamlining and Experimentation Some organizations focus on refining their existing stacks, while others are piloting new platforms: C-Suite Engagement Martech modernization has also captured the attention of executive leadership. 60% of respondents noted that martech has become a higher priority for their C-suite in recent years, particularly in smaller companies leveraging technology to maximize resources and compete with larger rivals. Budget Increases Despite Economic Pressures In a challenging economic climate, 65% of respondents expect their martech budgets to grow over the next year, while only 10% foresee cuts. This trend reflects the recognition of martech as a strategic investment critical for maintaining competitiveness. SECTION TWO: Drivers of Martech Modernization Why Modernize? Modernization efforts are driven by a mix of goal-oriented and technical motivations. Key drivers include: Secondary motivations include streamlining integration, ensuring regulatory compliance, and reducing operational complexity. Key Takeaways As martech modernization accelerates, businesses must balance innovation with strategic planning to navigate this transformative era successfully. 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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November 4, 2024in Data, Technology
Transform Customer Experience
25Oct

Transform Customer Experience

In today’s AI-driven business environment, customer experience (CX) has evolved from being a buzzword to a critical factor in determining success. It’s no longer enough for businesses to offer high-quality products or excellent service alone—today’s customers are always online, engaged, and seeking the most convenient, relevant, and enjoyable experiences. This is where Salesforce Data Cloud becomes a game-changer, providing the tools needed to meet modern customer expectations. Transforming Customer Experience with Salesforce Data Cloud Salesforce enables businesses to collect, integrate, and leverage critical customer information within its ecosystem, offering an all-encompassing view of each customer. This unified customer data allows organizations to forecast visitor trends, assess marketing impact, and predict customer behavior. As data-driven decision-making becomes increasingly central to business strategy, Salesforce Data Cloud and its Customer Data Platform (CDP) features provide a significant competitive edge—whether in e-commerce, fintech, or B2B industries. Data Cloud is more than just your traditional CDP. It’s the only data platform native to the world‘s #1 AI CRM. This means that marketers can quickly access and easily action on unified data – from across the entire business – to drive growth and increase customer lifetime value. Data Cloud’s Role in Enhancing CX By unifying data in one place, Salesforce Data Cloud enables organizations to access real-time customer insights. This empowers them to track customer activity across channels like email, social media, and online sales, facilitating targeted marketing strategies. Businesses can analyze customer behavior and deliver personalized messaging, aligning marketing, sales, and customer service efforts to ensure consistency. With these capabilities, Salesforce customers can elevate the CX by delivering the right content, at the right time, to the right audience, ultimately driving customer satisfaction and growth. New Features of Salesforce Data Cloud Salesforce continues to evolve, introducing cutting-edge features that reshape customer interaction: To fully maximize these features, partnering with a Salesforce Data Cloud consultant can help businesses unlock the platform’s full potential and refine their customer engagement strategies. Agentic AI Set to Supercharge Business Processes Salesforce’s vision extends beyond customer relationship management with the integration of Agentic AI through its Customer 360 platform. According to theCUBE Research analysts, this signals a shift toward using AI agents to automate complex business processes. These AI agents, built on Salesforce’s vast data resources, promise to revolutionize how companies operate, offering customized, AI-driven business tools. “If they can pull this off, where it becomes a more dynamic app platform, more personalized, really focused on those processes all the way back to the data, it’s going to be a clear win for them,” said Strechay. “They’re sitting on cloud; they’re sitting on IaaS. That’s a huge win from that perspective.” AI agents create a network of microservices that think and act independently, involving human intervention only when necessary. This division of labor allows businesses to capture expertise in routine tasks while freeing human workers to focus on more complex decision-making. However, the success of these AI agents depends on access to accurate and reliable data. As Gilbert explained, “Agents can call on other agents, and when they’re not confident of a step in a process or an outcome, they can then bounce up to an inbox for a human to supervise.” The goal isn’t to eliminate humans but to capture their expertise for simpler processes. Empowering Developers and Citizen Creators At the core of this AI-driven transformation is Salesforce’s focus on developers. The platform’s low-code tools allow businesses to easily customize AI agents and automate business processes, empowering both experienced developers and citizen creators. With simple language commands or goal-setting, companies can build and train these AI agents, streamlining operations. “It’s always going to be about good data—that’s the constant,” Bertrand said. “The second challenge is how to train agents and humans to work together effectively. While some entry-level jobs may be replaced, AI will continue to evolve, creating new opportunities in the future.” Is Salesforce Data Cloud the Right Fit for Your Business? Salesforce Data Cloud offers comprehensive capabilities for businesses of all sizes, but it’s essential to assess whether it aligns with your specific needs. The platform is particularly valuable for: For businesses that fit these scenarios, working with Salesforce’s partner ecosystem or a Data Cloud consultant can help ensure successful integration and optimization. What’s New in Salesforce’s Latest Release? The latest Salesforce Spring Release introduced several exciting features, further enhancing Salesforce Data Cloud: These updates reflect Salesforce’s commitment to providing innovative, data-driven solutions that enhance customer experiences and drive business success. 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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October 25, 2024in AI Tools, Data, Generative AI, Salesforce, Salesforce Data Cloud
Oracle Advertising Sundown
23Sep

Oracle Advertising Sundown

Oracle Shifts Focus to B2B CX, Introduces New Fusion Cloud Features Despite winding down its online advertising products, Oracle is doubling down on its investment in customer experience (CX) technology, particularly in enabling B2B buying and supporting subscription and consumption models. During the Oracle CloudWorld conference on Wednesday, the company unveiled new capabilities for its Fusion Cloud Customer Experience and Unity Customer Data Platform. These enhancements empower Oracle CX users to analyze customer profiles to assemble B2B buying teams, leverage generative AI tools like native analytics, and utilize industry-specific accelerators to speed up the adoption of customer data tools. Key features include the ability to create self-service sites for individual accounts, enabling customers to review and summarize contracts using generative AI, receive quotes, and renew subscriptions. Other features enhance “assisted buying experiences,” blending self-service and human interaction, while tools like account onboarding and AI-powered email drafting simplify full-service sales processes. Subscription models, though still in their early stages for B2B, offer a streamlined alternative to traditional procurement processes. As Liz Miller, an analyst at Constellation Research, noted, subscription-based buying is easier and quicker, avoiding the lengthy procurement cycles many B2B buyers are familiar with. “The pain of traditional B2B buying is still fresh in everyone’s mind,” she said. Oracle Advertising Shuts Down Oracle’s advertising product support will end on September 30, as confirmed by CEO Safra Catz during the company’s June earnings call. The Oracle Advertising Data Management Platform (DMP), built from its BlueKai acquisition, is being retired, following in the footsteps of Salesforce, which discontinued its Audience Studio in 2021. Despite Oracle winding down its ad platform, this move shouldn’t be seen as a shift away from customer experience. Oracle founder Larry Ellison remains deeply involved in shaping the company’s CX strategy, with a focus on marketing tools and Apex low-code platforms, said Rob Pinkerton, Oracle’s senior vice president. Oracle’s modernized CX suite, built on the Fusion Cloud platform, has evolved significantly in recent years, though questions remain about whether it’s too late to regain market share. “Oracle as a CX platform has fallen off the radar for many buyers,” said Miller, adding that customers are no longer debating between Oracle, Microsoft, and Salesforce in the CX space. New Industry-Specific Tools for CX Oracle has also expanded its CX platform with industry-specific tools designed to accelerate the adoption of its customer data platform (CDP) across sectors such as high tech, manufacturing, professional services, telecommunications, utilities, financial services, travel, and retail. According to Rebecca Wettemann, CEO of research firm Valoir, Oracle’s Fusion platform has matured significantly and now supports the complexity of modern customer needs. Wettemann highlighted how common components like customer interaction summaries can be adapted for multiple industries, delivering faster results than traditional applications. Oracle’s Clinical Digital Assistant is one such example of this approach, illustrating the platform’s versatility and AI-driven enhancements. With these developments, Oracle continues to refine its CX offerings to better meet the unique demands of B2B customers, providing tools that streamline operations and enhance customer experiences across various industries. 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 23, 2024in AI Tools, Data, Enterprise, Generative AI, Salesforce, Technology
SaaS Data Protection from Own
19Aug

SaaS Data Protection from Own

ENGLEWOOD CLIFFS, N.J.–(BUSINESS WIRE)–Own, the industry leader for SaaS data protection and activation, today announced the release of Continuous Data Protection for Salesforce customers, further strengthening its product offering to include unprecedented recovery and analysis capabilities. In an industry-first approach, Own Continuous Data Protection provides a turn-key solution that delivers significant value to customers that have mission-critical, frequently changing, or highly valuable data within Salesforce. Own is the only SaaS data protection platform that proactively detects and stores data changes in Salesforce by leveraging platform events to prevent data loss. “This innovative approach to Continuous Data Protection will provide our Salesforce customers with an unparalleled advantage for capturing every change to their data ” said Adrian Kunzle, Chief Technology Officer at Own. “From the company’s inception almost 10 years ago, it has been our goal to ensure that no company operating in the cloud loses their data. At Own, we are the first to reimagine Continuous Data Protection for greater data resilience and scalability, and to ensure business continuity. This new solution offers true continuous data protection, and equips our customers with the most complete dataset to enable greater data fidelity to power AI models.” Own’s release of Continuous Data Protection (CDP) is a groundbreaking development in data protection and activation. Traditionally, backup and recovery solutions that specialize in protecting SaaS application data leverage a high-frequency model that provides multiple snapshots per week or day. Continuous Data Protection from Own pushes data changes to a backup as they happen, allowing businesses to capture changes in their data in near real-time. In addition to creating a more resilient and scalable approach, the higher-fidelity datasets this offering creates will enable organizations to unlock new ways of leveraging analytics and AI models across their vital information. “This innovative approach to Continuous Data Protection will provide our Salesforce customers with an unparalleled advantage for capturing every change to their data,” said Adrian Kunzle, Chief Technology Officer at Own. “From the company’s inception almost 10 years ago, it has been our goal to ensure that no company operating in the cloud loses their data. At Own, we are the first to reimagine Continuous Data Protection for greater data resilience and scalability, and to ensure business continuity. This new solution offers true continuous data protection, and equips our customers with the most complete dataset to enable greater data fidelity to power AI models.” Continuous Data Protection is a step forward in the world of SaaS data protection, enabling Own Recover for Salesforce customers to recover rapidly changing, mission-critical data faster, enhancing data resiliency and scalability. Continuous Data Protection provides the ability to: The Continuous Data Protection offering will be generally available on August 19, 2024. About Own Own is the industry leader in SaaS data protection and activation, trusted by thousands of organizations to ensure the availability, security, and compliance of mission-critical data, while unlocking new ways to gain deeper insights faster. Own ensures data resiliency and empowers organizations to bring historical context to life for predictive insights and inspiration. By partnering with some of the world’s largest SaaS ecosystems such as Salesforce, ServiceNow and Microsoft Dynamics 365, Own enables customers around the world to truly own their data and transform their business. It’s their platform. It’s your data. Own 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 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 19, 2024in Salesforce
Data Cloud Features and Connectors
27Jun

Data Cloud Features and Connectors

Leveraging New Features and Connectors in Salesforce’s Data Cloud Salesforce’s Data Cloud is rapidly evolving with continuous updates and new functionalities, including AI advancements. Keeping pace with these changes can be challenging. This insight explores the latest features and how to effectively utilize them to enhance your Salesforce environment. Data Cloud Features and Connectors. Are CDP and data Cloud the same? Data Cloud is more than just your traditional CDP. It’s the only data platform native to the world’s #1 AI CRM. This means that marketers can quickly access and easily action on unified data – from across the entire business – to drive growth and increase customer lifetime value. Introducing the Feature Manager The Winter ‘24 update introduced the Feature Manager, a powerful tool that simplifies managing Data Cloud’s features. It allows you to easily enable, disable, and monitor AI and beta features within the platform. Where to Find It You can find the Feature Manager in the navigation pane under the Features section, providing a centralized and intuitive way to manage your Data Cloud capabilities. Enable Data Cloud Features Using the Feature Manager, you can enable Data Cloud features. This screen is visible only when there are one or more features to enable or disable. Advantages of Enabling Beta Features One standout capability of the Feature Manager is its support for enabling beta versions of connectors and AI features. Here’s why you should consider using beta features: Early Access to Innovations Beta features give you early access to the latest tools, allowing you to experiment with new functionalities before their official release. This can provide a competitive edge and enhance your Salesforce environment. Feedback and Influence Using beta features allows you to provide valuable feedback to Salesforce, helping shape the final versions of these tools. This feedback loop ensures that the features are refined to meet user needs. How to Enable Beta Features Enable and Disable Data Cloud AI and Beta Features with Feature Manager Easily enable, disable, and monitor Data Cloud AI and beta features using the new Feature Manager, found in the navigation pane under Features. Where: This change applies to Data Cloud in Developer, Enterprise, Performance, and Unlimited editions. Steps to Enable Beta Features: Real-World Example: Adobe Marketo Connector A prime example of a beta feature available in the Winter ’24 release is the Adobe Marketo connector. This connector is currently in beta, allowing users to enable and test it through the Feature Manager. Steps to Enable the Adobe Marketo Connector By enabling and testing this connector, you can explore its functionalities and see how it integrates with your existing Salesforce setup. Staying Updated with Salesforce Data Cloud Keeping up with the latest features in Salesforce Data Cloud doesn’t have to be overwhelming. With tools like the Feature Manager, you can easily manage, enable, and experiment with new features and connectors, including those currently in beta. This not only keeps you at the forefront of innovation but also allows you to directly influence the development of these tools. Dive in, utilize the new capabilities, and make the most of what Salesforce Data Cloud has to offer. 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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June 27, 2024in Salesforce Data Cloud

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