Cloud Archives - gettectonic.com
From Chatbots to Agentic AI

Where is AI Going?

The evolution of AI capabilities is an ongoing process, driven by research, technological advancements, and the increasing demand for more sophisticated AI systems. Here are some key areas where we can expect the next evolution of AI: 1. Enhanced Reasoning and Decision-Making 2. Generalization and Transfer Learning 3. Multimodal AI 4. Ethical and Responsible AI 5. AI in Edge Computing 6. Neuro-Symbolic AI 7. Autonomous Learning and Self-Improvement 8. AI for Complex Systems Management 9. Human-AI Collaboration 10. Quantum AI The next evolution of AI will likely be characterized by these advancements, focusing not only on technical capabilities but also on ethical considerations, societal impact, and the integration of AI into daily life in a more seamless and beneficial manner. If you need visual representations or further detailed explanations on any specific aspect, let me know, and I can generate images or delve deeper into these topics. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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AI Agent Revolution

AI Agent Revolution

The AI Agent Revolution: How AWS, Salesforce, and Oracle See the Future of Work Executives from AWS, Salesforce, and Oracle believe artificial intelligence (AI) agents are set to redefine work in ways many may not expect. These AI-driven systems promise to streamline operations, enhance productivity, and transform the way businesses interact with technology. The Future of AI Agents in Action Imagine a world where: Swami Sivasubramanian, AWS’s vice president of agentic AI, describes this shift as a fundamental leap forward. Unlike earlier AI models, these agents don’t just generate content—they reason, plan, and execute tasks. They can research, pay bills, manage enterprise applications, and break down high-level objectives into actionable steps. Sivasubramanian envisions a “fully AI world” where agents autonomously make decisions, automate workflows, and coordinate with minimal human oversight. But, as he points out, this isn’t a distant future—it’s happening now. Companies like Genentech are using AI agents to accelerate drug research, cutting timelines by nearly five years. Moody’s has reduced its credit risk reporting process from a week to under an hour. These breakthroughs illustrate the vast potential of AI-driven automation. Salesforce’s ‘Limitless Labor’ Approach Salesforce is also at the forefront of AI agent adoption with Agentforce, a platform that has seen overwhelming demand since its launch. More than 5,000 customers signed up in its first full quarter, signaling a strong appetite for AI-driven automation. Adam Evans, EVP and GM of Salesforce AI, describes AI agents as creating a “limitless labor” pool. These agents are already supporting Salesforce’s own customers, resolving 97% of inquiries without human intervention. The next evolution, according to Evans, involves AI agents acting as brand ambassadors—not just answering questions, but understanding customer needs, driving sales, and providing personalized support. Salesforce categorizes AI agents into three types: Early adopters like Wiley Publishing have reported a 40% increase in customer satisfaction due to AI-driven customer service, while Pfizer is leveraging AI agents in life sciences. To support this transformation, Salesforce has introduced flexible pricing models, allowing companies to transition from traditional seat-based pricing to AI consumption-based structures. AI Agents as the New Enterprise Interface Oracle sees AI agents as the future interface for enterprise software, eliminating the need for users to adapt to complex systems. “Let’s stop adapting ourselves to computers and make them adapt to us,” said Miranda Nash, group vice president at Oracle AI. In this vision, users no longer navigate Oracle’s software through menus—they simply ask questions, and AI agents handle the rest through sophisticated, multi-agent workflows. Oracle is embedding AI agents across key business functions, including: As AI transforms work, Nash, Evans, and Sivasubramanian acknowledge concerns about job displacement. However, they emphasize that AI agents augment human roles rather than replace them. At Salesforce, employees previously assigned to repetitive support tasks are now moving into higher-value roles like customer success and sales. Meanwhile, AWS’s AI deployment has saved Amazon 4,500 developer years’ worth of work and over $250 million in capital expenses. “The only option now is to get in the cloud, embrace AI agents, and meet the future of work,” Nash concluded. 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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Salesforce’s Marketing Intelligence

Salesforce’s Marketing Intelligence

Introducing Salesforce’s Marketing Intelligence: The Future of Marketing Analytics For the past dozen years, many marketers have been enamored with a powerful marketing analytics tool—Datorama, now known as Salesforce Marketing Cloud Intelligence (MCI). Regarded as one of the most seamless solutions for unifying data across multiple sources, MCI was built by marketers for marketers. It enables users to effortlessly combine data, generate reports, and build dashboards using plain language and pre-built data models. Whether for simple smart-lens dashboards or complex automated reporting triggered by specific events, MCI has been a game-changer. To the delight of marketers everywhere, Salesforce announced on March 18, 2025, a new evolution of the tool: Marketing Intelligence (MI). Built on the Salesforce Platform, MI takes the best of MCI and integrates it with Data Cloud’s unified architecture while introducing agentic AI features that deliver actionable, conversational insights. So, without further ado, let’s explore this exciting new tool. What Is Marketing Intelligence? Marketing Intelligence (MI) is a new Salesforce application designed to simplify marketing data management, deliver trustworthy insights, and maximize marketing ROI. Built on Data Cloud and deeply connected to the Salesforce ecosystem, MI is fully extensible—equipping marketers with everything they need to create powerful, meaningful dashboards with minimal effort. Data Cloud for Marketers, Made Easy One of the standout features of MCI has always been its AI-powered data mapping, which auto-populates based on past usage and logical predictions. Additionally, many APIs come with prebuilt models, reducing the need for manual configuration. These capabilities have helped marketers transition smoothly into data modeling and dashboarding without requiring deep technical expertise. Happily, MI retains and enhances these features. Users can upload a TotalConnect file (a flat file of their choice) or connect via API—with options like Google Ads available at launch and more integrations coming soon. Selecting a connection like Google Ads pulls in formatted data, ready for quick mapping, allowing users to build dashboards in just three clicks. Clean, Intuitive Dashboards MI’s dashboards are sleek, fast-loading, and prebuilt—yet fully customizable. A major upgrade over MCI is the inclusion of generative AI summaries, which analyze campaigns and highlight what’s working (and what isn’t). This feature represents the future of dashboarding: not just displaying data trends but explaining them in plain language and suggesting next steps. Marketers can even ask their AI agent to take action based on these insights, streamlining optimization like never before. This functionality is particularly valuable in large implementations where different users extract different insights from the same dashboard. Instead of manually interpreting data, marketers can now ask their AI agent for recommendations—saving time and reducing guesswork. Harmonized Data Across Channels The core goal of any marketing analytics tool—whether Data Cloud, MCI, or MI—is to unify cross-channel data into actionable insights. Beyond standardized API mapping, MI harmonizes fields across datasets and uses a semantic model to logically connect data (e.g., aligning campaign names across paid media, CRM, and other tools—even when naming conventions differ). For Existing MCI Users: What’s New? Many longtime MCI users may wonder: Can a new version really live up to the original? The answer? Absolutely. Here’s why: 1. Normalization, Simplified In MCI, joining messy and clean data often requires manual effort—using formulas or restructuring campaigns. MI changes that. With Einstein AI-powered normalization, users can automatically standardize data without manual adjustments, making cross-channel reporting smoother than ever. 2. Semantic Modeling Flexibility While MCI offers prebuilt data models, MI introduces semantic modeling, allowing users to define custom relationships across datasets. This means greater flexibility in structuring data, adding fields, and evolving models as business needs change—all while maintaining seamless integration with Salesforce objects. 3. ROI & Attribution, Supercharged The best MCI implementations tie cost/engagement data to real ROI. MI takes this further by integrating with Sales Cloud objects, enabling clearer ROI visualization. Additionally, attribution modeling is now more robust, with support for first- and last-touch attribution—helping marketers validate performance and optimize spend. For New Users: Why Choose MI? 1. Best-in-Class Data Harmonization MCI has long been the gold standard for unifying marketing data. Now, MI enhances this with Data Cloud integration, AI normalization, and three-click setup—making it the ultimate solution for marketers. 2. Smarter, Faster Visualizations While MCI offers strong visualization options, MI improves on two key pain points: 3. Unmatched Customization Want to dynamically rename campaigns, merge traffic sources, or filter data based on custom logic? MI makes it possible with pattern extraction, semantic-layer calculated fields, and Einstein normalization—giving marketers unprecedented control. A New Era for Marketing Analytics Marketing Intelligence launched on March 18, 2025 (requiring Data Cloud and MI licenses). Marketers eager to explore this next-generation tool should contact their Salesforce account executive. MI represents a leap forward in intelligent dashboarding, streamlining marketing data in ways MCI only hinted at. For data-driven marketers, the future is here—and it’s more powerful than ever. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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Salesforce Einstein Discovery

Salesforce Einstein Discovery

Unlock the Power of Historical Salesforce Data with Einstein Discovery Streamline Access to Historical Insights Salesforce Einstein Discovery (formerly Salesforce Discover) eliminates the complexity of manual data extraction, giving you instant access to complete historical Salesforce data—without maintaining pipelines or infrastructure. 🔹 Effortless Trend Analysis – Track changes across your entire org over time.🔹 Seamless Reporting – Accelerate operational insights with ready-to-use historical data.🔹 Cost Efficiency – Reduce overhead by retrieving trend data from backups instead of production. Why Use Historical Backup Data for Analytics? Most organizations struggle with incomplete or outdated SaaS data, making trend analysis slow and unreliable. With Einstein Discovery, you can:✅ Eliminate data gaps – Access every historical change in your Salesforce org.✅ Speed up decision-making – Feed clean, structured data directly to BI tools.✅ Cut infrastructure costs – Skip costly ETL processes and data warehouses. Einstein Discovery vs. Traditional Data Warehouses Traditional Approach Einstein Discovery Requires ETL pipelines & data warehouses No pipelines needed – backups auto-update Needs ongoing engineering maintenance Zero maintenance – always in sync with your org Limited historical visibility Full change history with minute-level accuracy 💡 Key Advantage: Einstein Discovery automates what used to take months of data engineering. How It Works Einstein Discovery leverages Salesforce Backup & Recover to:🔹 Track every field & record change in real time.🔹 Feed historical data directly to Tableau, Power BI, or other BI tools.🔹 Stay schema-aware – no manual adjustments needed. AI-Powered Predictive Analytics Beyond historical data, Einstein Discovery uses AI and machine learning to:🔮 Predict outcomes (e.g., sales forecasts, churn risk).📊 Surface hidden trends with automated insights.🛠 Suggest improvements (e.g., “Increase deal size by focusing on X”). Supported Use Cases: ✔ Regression (e.g., revenue forecasting)✔ Binary Classification (e.g., “Will this lead convert?”)✔ Multiclass Classification (e.g., “Which product will this customer buy?”) Deploy AI Insights Across Salesforce Once trained, models can be embedded in:📌 Lightning Pages📌 Experience Cloud📌 Tableau Dashboards📌 Salesforce Flows & Automation Get Started with Einstein Discovery 🔹 License Required: CRM Analytics Plus or Einstein Predictions.🔹 Data Prep: Pull from Salesforce or external sources.🔹 Bias Detection: Ensure ethical AI with built-in fairness checks. Transform raw data into actionable intelligence—without coding. Talk to your Salesforce rep to enable Einstein Discovery today! Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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Salesforce Development Services

Salesforce has become one of the leading platforms to change the business-to-customer relationships and experience. Salesforce development services don’t just offer Salesforce solutions and software implementation; they help you adopt a customized functionality that enriches delivery and profit. Salesforce, by definition, is a powerful platform that enables a business to adopt CRM-driven leads and expansion in the industry. At Tectonic, we believe that a decision to opt for Salesforce services is just the beginning of a battle to beat the competition. This is where Tectonic comes in with custom coding and the finest Salesforce development services; we help you figure out everything from configurations and complications to legacy data systems and more. We are made up of a team of Salesforce experts, development professionals, and years of experience in strategic consulting, planning, integration, implementation, deployment, and delivery of business-changing and success-driven services. Why choose Tectonic’s Salesforce Development services? Tectonic, with its years of expertise and experience in technical services and strategic consulting, has the most efficient and organized set of professionals to help your business understand and embed everything-Salesforce. Tectonic understands innovation and change can be overwhelming and sound too complex, and it is our business to handle that for you while delivering a profitable and growing system that expands your reach in the industry. And remains scalable over time. The industry has moved from traditional on-premises CRM to cloud-based CRM to address scalability, change management, and time-to-market needs of businesses. For companies looking for SaaS offerings on the cloud, Salesforce is an undisputed leader. Also, companies looking to build customized business applications can capitalize on Force.com as a platform as a service (PaaS). Implement innovative Salesforce solutions that streamline your operations, boost your productivity, and drive sustainable growth. Work with our team of certified Salesforce developers who bring extensive experience and in-depth knowledge to every project. At Tectonic we focus on industries where we have expertise to help you get the most impactful Salesforce development. Get customized Salesforce development services from Tectonic designed to meet your unique business needs, ensuring seamless integration and enhanced functionality. Build and deploy scalable Salesforce platforms that adapt as your business grows and evolves, keeping you ahead of the competition. Collaborate with Tectonic to unlock the full potential of Salesforce, where development is turning challenges into opportunities for success. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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Salesforce and Singapore Airlines

Singapore Airlines (SIA), a Headline Partner of the APEX FTE Asia Expo in Singapore on 11-12 November 2025, is teaming up with Salesforce to co-develop cutting-edge Artificial Intelligence (AI) solutions for the airline industry. This collaboration, centered at the Salesforce AI Research hub in Singapore, aims to deliver greater value and innovative benefits to the sector. As part of this initiative, SIA is integrating Salesforce’s Agentforce, Einstein in Service Cloud, and Data Cloud into its customer case management system, enabling the airline to provide more consistent, personalised, and efficient service to its customers. SIA will deploy Agentforce, an AI system that uses autonomous agents to handle specific tasks, streamlining customer service operations. This allows SIA’s customer service representatives to focus on delivering enhanced, personalised attention during customer interactions. Data Cloud, Salesforce’s hyperscale data engine, powers Agentforce by consolidating relevant data, enabling AI agents to provide customer service representatives with tailored advice and solutions, further enhancing the customer experience. Mr. Goh Choon Phong, Chief Executive Officer of Singapore Airlines, highlighted the airline’s commitment to innovation: “As the world’s leading digital airline, Singapore Airlines is dedicated to investing in and leveraging advanced technologies to enhance customer experiences, improve operational efficiencies, drive revenue generation, and boost employee productivity. Over the past 18 months, the SIA Group has been an early adopter of Generative AI solutions, developing over 250 use cases and implementing around 50 initiatives across our end-to-end operations. Salesforce is a pioneer in Agentic AI, and integrating Agentforce, Einstein in Service Cloud, and Data Cloud into our customer case management system marks the first step in our collaboration. Together, we will co-create AI solutions that drive meaningful and impactful change, setting new standards for service excellence in the airline industry.” In addition to Agentforce, SIA will utilise Einstein Generative AI capabilities within Service Cloud to summarise customers’ previous interactions with the airline. This feature provides customer service representatives with actionable insights, enabling them to better understand and anticipate customer needs, tailor solutions, and reduce average response times. The result is a more efficient, proactive, and personalised customer service experience. Marc Benioff, Chair and Chief Executive Officer of Salesforce, emphasised the transformative potential of this partnership: “The rise of digital labour, powered by autonomous AI agents, is not just reimagining the customer experience – it’s transforming business. We’re thrilled to partner with Singapore Airlines, a trailblazer in this AI revolution, to elevate their already outstanding customer service to unprecedented heights, augment their employees, and collaborate on groundbreaking AI solutions for the airline industry. With our deeply unified digital labour platform, we’re bringing humans together with trusted, autonomous AI agents, unlocking new levels of productivity, innovation, and growth.” This collaboration between Singapore Airlines and Salesforce represents a significant step forward in the airline industry’s adoption of AI-driven solutions. By combining SIA’s industry expertise with Salesforce’s innovative AI technologies, the partnership aims to redefine customer service standards, enhance operational efficiency, and set a new benchmark for excellence in the aviation sector. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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data cloud and data silos

Unify Your Data Silos

Unify Your Data Silos: Deliver Connected, Personalized Experiences 🔹 65% of customers expect businesses to tailor experiences to their evolving needs. (State of Data and Analytics Report, 2023) Have you ever received a marketing promotion for something you just bought? Or had to repeat your purchase history before getting help from customer service? These disjointed experiences frustrate customers and result from data silos that prevent a unified view of the customer journey. With enterprises using over 1,000 applications on average, data ecosystems are highly complex. Many businesses attempt to centralize data in lakes, warehouses, or lakehouses, yet 73% of enterprise data remains unused for analytics (Forrester). Why? Because much of this data stays locked in backend systems, failing to power the real-time applications and workflows that drive customer engagement and business success. Break Down Data Silos to Create Seamless Customer Experiences By unifying your data, you can personalize every interaction—from online reviews and service records to browsing history and purchases. And by securely activating this data within your CRM and AI-driven workflows, you can deliver smarter, faster, and more impactful customer experiences. Unlock Business Growth with Unified Data When your teams have access to a complete, real-time customer profile, they can turn insights into action across every touchpoint: ✅ Sales Teams receive real-time guidance during calls, offering tailored recommendations based on customer behavior.✅ Service Agents proactively address issues with instant alerts and AI-powered resolutions.✅ Marketers deliver personalized, cross-channel messaging, adapting dynamically to customer actions.✅ Retailers optimize shopping experiences by responding in real time to cart abandonment and browsing patterns.✅ IT Teams build real-time apps to detect fraud, assess economic trends, and enhance security. Checklist: Build a 360° View of Your Customer ✅ Basic Data: Demographics, job title, email, and IP address.✅ Interaction Data: Email opens, website visits, CTRs, customer service calls, and social media activity.✅ Behavioral & Attitudinal Data: Purchase history, order values, survey feedback, and online reviews. Turn Raw Data Into Actionable Insights with Data Cloud Data Cloud transforms fragmented data into a single, trusted source of truth, deeply integrated with the Salesforce Platform. It enables organizations to: ✔ Connect and unify all customer data without complex data pipelines.✔ Activate insights in real-time across sales, service, and marketing workflows.✔ Power trusted AI solutions using all enterprise data for better decision-making. See How Formula 1 Uses Data to Drive Fan Engagement 📺 Watch how F1 personalizes fan experiences “With over 500 million fans worldwide, we needed personalized journeys and always-on capabilities.”— Matthew Kemp, Senior CRM & Customer Operations Manager, F1 Checklist: Unite Your Data for Better Customer Experiences ✔ Make data easy to store, manage, and analyze from any source.✔ Think holistically about behavioral, interaction, and attitudinal data.✔ Use a platform that transforms raw data into actionable insights.✔ Audit your systems for data silos causing disconnected experiences.✔ Ensure data is accessible in everyday workflows with trusted solutions like Data Cloud. 📊 Data-driven businesses don’t just manage customer experiences—they revolutionize them. 🚀 Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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Salesforce Marketing Intelligence

Salesforce Marketing Intelligence

Introducing Marketing IntelligenceYour AI-powered marketing analytics solution built on the Salesforce Platform to enhance campaign performance and eliminate wasted spend. OverviewAccessing, harmonizing, and analyzing marketing data remains a highly manual and time-intensive process. Many marketers spend up to a week each month collecting, cleansing, and modeling data for reporting and analysis. As a result, nearly 41% of marketers’ time is consumed by repetitive tasks, leading to delayed performance reporting—when it’s too late to make optimizations that reduce waste and enhance customer value. Marketing Intelligence, our native Salesforce marketing analytics solution, addresses these challenges. Leveraging Data Cloud, Agentforce, Einstein AI, and Tableau Next, it continuously integrates, harmonizes, and transforms third-party marketing performance data into actionable insights—enabling marketers to optimize campaign spend and performance effortlessly. How Marketing Intelligence WorksMarketing Intelligence empowers marketers to seamlessly manage, analyze, and act on performance data—ensuring data-driven decisions that maximize ROI with minimal manual effort. Manage Your Data Marketing Intelligence automates data management with prebuilt connectors, AI-powered enrichment, and a marketing-specific semantic data model. Marketers can connect and harmonize performance data in just three clicks. See a full demo Understand Your Data Marketing Intelligence accelerates insights with out-of-the-box dashboards, built-in attribution reporting, and Agentforce-powered campaign optimization. Act on Your Data Leverage Agentforce to autonomously optimize campaigns around your business goals, 24/7. “We see potential with the future of Marketing Intelligence to drive faster results and deeper analysis by utilizing AI and Agentforce to enhance the platform’s analytical capabilities.”— Spike Therrien, Performance Marketing Lead, Land O’Lakes What’s NextWe’re expanding our unified data and Agentforce capabilities to provide a holistic view of marketing performance across paid, owned, and earned media—directly within the app. Upcoming enhancements include: Stay ahead of the curve with Marketing Intelligence—your AI-powered marketing analytics solution designed to drive efficiency and maximize campaign impact. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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FormAssembly Gov Cloud Achieves FedRAMP High Impact Authorization

FormAssembly Gov Cloud Achieves FedRAMP High Impact Authorization

FormAssembly Gov Cloud Achieves FedRAMP High Impact Authorization, Strengthening Secure Data Collection for Federal Agencies FormAssembly, a leader in secure, forms-based data collection solutions, has announced that FormAssembly Gov Cloud is now FedRAMP High Impact Authorized, providing federal agencies and public sector organizations with a fully compliant, secure solution for data collection and process automation. FedRAMP (Federal Risk and Authorization Management Program) is a U.S. government initiative that standardizes security assessment and authorization for cloud-based technologies used by federal agencies. This milestone, achieved in partnership with FedHIVE, ensures agencies can confidently leverage FormAssembly’s no-code platform to streamline workflows while meeting the government’s most rigorous security and compliance requirements. Operating within a High Impact Virtualized Environment, FormAssembly Gov Cloud adheres to more than 420 security controls, safeguarding sensitive federal data and ensuring compliance with stringent federal regulations. “Achieving FedRAMP High Impact authorization underscores our commitment to providing government agencies with a secure, compliant solution for modernizing data collection,” said Jaineesh Davda, CIO at FormAssembly. “With FormAssembly Gov Cloud, agencies can replace outdated manual processes with automated workflows that enhance efficiency, improve citizen services, and ensure data integrity.” Empowering Federal Agencies with Secure, Automated Data Collection FormAssembly Gov Cloud is designed to meet the demanding security and compliance requirements of federally regulated environments. Agencies can confidently collect and manage Controlled Unclassified Information (CUI) while benefiting from advanced security features, including: ✅ Role-Based Access Control – Ensuring only authorized personnel access sensitive data.✅ Data Encryption – Protecting information in transit and at rest.✅ Comprehensive Audit Trails – Providing transparency and accountability in data handling. Streamlining Government Operations with Seamless Integrations Beyond security, FormAssembly Gov Cloud empowers agencies to transform manual, paper-based processes into efficient, automated workflows. Seamless integration with government-preferred platforms such as Salesforce Government Cloud, Microsoft 365, and Google Workspace enables agencies to build a secure, connected data ecosystem. With over 350 five-star reviews on the Salesforce AppExchange, FormAssembly remains the preferred digital form solution for organizations leveraging Salesforce, accelerating implementation, driving long-term adoption, and optimizing data collection at scale. Learn more about FormAssembly Gov Cloud [here] and find us on the FedRAMP Marketplace. About FormAssembly FormAssembly is a leading forms-based data collection platform trusted by organizations worldwide. Known for its ease of use, enterprise-grade security, and seamless Salesforce integration, FormAssembly empowers businesses in highly regulated industries—such as government, financial services, healthcare, higher education, and nonprofits—to streamline data workflows while maintaining strict compliance. To learn more, visit www.formassembly.com. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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advanced analytics

Maximizing Sales Performance with Salesforce Sales Analytics

Salesforce, a leading CRM platform, provides powerful sales analytics tools that empower businesses to make data-driven decisions, boost productivity, and drive revenue growth. This guide highlights the importance of Salesforce Sales Analytics, its key features, and how to leverage them to optimize your sales team’s performance. Key Features of Salesforce Sales Analytics 1. Reports and Dashboards Salesforce’s reporting capabilities enable users to create custom dashboards and reports for real-time insights into lead conversion, sales performance, and other critical metrics. These visual tools help businesses track trends and make informed decisions effortlessly. 2. Einstein Analytics Powered by AI and machine learning, Einstein Analytics offers: 3. Sales Cloud Analytics Sales Cloud Analytics helps businesses: 4. Forecasting Tools Salesforce’s AI-powered forecasting tools provide accurate revenue projections by analyzing: How Different Teams Benefit from Sales Analytics ✅ Executives – Gain a high-level view of sales, service, and pipeline performance with real-time dashboards highlighting key business metrics. ✅ Sales Managers – Monitor team performance, track quota attainment, analyze pipeline changes, and optimize sales cycles to accelerate deal closures. ✅ Sales Representatives – Get insights into personal sales performance, pipeline activities, and quota attainment, allowing for quicker decision-making and identification of new business opportunities. ✅ Operations Teams – Analyze sales performance by customer, region, and source to optimize negotiation strategies and business development efforts. Setting Up the Salesforce Sales Analytics App 1. Launch Analytics Studio Navigate to Analytics Studio via the Sales Home page and click on the Apps button. 2. Search for Sales Analytics If the Sales Analytics App does not appear by default, use the search bar to locate it. 3. Access the Default Dashboard The default dashboard provides key metrics, including: 4. Customize Widgets Modify data representation by selecting the Edit button and customizing widgets to align with your business needs. 5. Adjust Goal Widgets Update goal widgets to match your sales targets and business objectives. 6. Explore Additional Dashboards Salesforce offers role-specific dashboards for Sales Managers, Executives, and other stakeholders to gain tailored insights. 7. Utilize the Lens Feature for Visualizations Leverage Lens to create object-specific visualizations, such as opportunities by time, stage, owner, and more. Conclusion Integrating Salesforce Sales Analytics with Tableau CRM creates a comprehensive Business Intelligence (BI) solution. However, businesses looking for a simpler or more cost-effective alternative may consider exporting Salesforce data into third-party analytics platforms for additional flexibility and ease of use. By leveraging Salesforce Sales Analytics, businesses can enhance forecasting, improve decision-making, and drive sales performance with real-time insights. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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Salesforce Energy and Utilities Cloud Explained

Salesforce Energy and Utilities Cloud Explained

Salesforce Energy and Utilities Cloud is a specialized industry solution built on the Salesforce platform, designed to meet the unique needs of energy and utility companies. It helps these organizations manage customer relationships, streamline operations, and drive digital transformation in an increasingly complex and regulated industry. The cloud solution provides tools for customer engagement, field service management, and regulatory compliance, among other functionalities. Key Features of Salesforce Energy and Utilities Cloud: Benefits of Salesforce Energy and Utilities Cloud: Use Cases: Implementation Considerations: In summary, Salesforce Energy and Utilities Cloud is a comprehensive solution designed to help energy and utility companies enhance customer engagement, streamline operations, and achieve regulatory compliance. By leveraging advanced technologies and industry-specific functionalities, utilities can drive digital transformation and improve overall performance. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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Financial Services Sector

Future of Financial Services

The Future of Financial Services: AI Agents, Consumer Trust, and Digital Transformation Fewer than half of consumers are fully satisfied with the service they receive from banks, insurance providers, and wealth management advisors. This underscores the urgent need for financial service institutions (FSIs) to prioritize standout customer experiences—both human and digital—leveraging AI agents to enhance personalization, efficiency, and responsiveness. Why Customer Experience is Key Consumer loyalty has long been driven by competitive pricing, fees, and interest rates. However, with declining rates making promotional incentives less feasible, FSIs are refocusing on customer service as a key differentiator. AI-powered digital experiences provide an opportunity to exceed customer expectations, offering speed, convenience, and hyper-personalization at scale. A significant portion of consumers are willing to stay with an institution that offers an exceptional experience, even if it raises its rates or fees. For instance, 46% of consumers—and 55% of high earners in the U.S. (households making over $100,000 per year)—value experience over pricing alone. Digital self-service is a primary component of this enhanced experience, with many consumers preferring to complete tasks online rather than through traditional phone or in-branch interactions. Institutions like Credit Unions are already meeting this demand by deploying self-service tools that provide instant resolutions, 24/7. AI Agents: Transforming the FSI Landscape AI agents represent a major leap forward in customer service, automating interactions and resolving issues without human intervention. However, trust in these AI-driven systems remains a work in progress. Only 41% of wealth management clients report being fully satisfied with their institution’s speed and effectiveness, and satisfaction levels are even lower among banking and insurance customers. Despite some skepticism, AI adoption is accelerating. Half of consumers expect AI to significantly impact their financial relationships, a belief even more pronounced among Millennials and Gen Z. The percentage of customers anticipating AI-driven transaction speed improvements has risen from 46% in 2023 to 65% today. Yet, consumer education on AI’s capabilities remains a challenge. AI agents have the potential to act as financial advisors, enhancing financial literacy, optimizing savings, and even increasing earnings. Salesforce’s Agentforce aims to bridge this gap, offering digital financial assistants that can answer questions like, “Am I saving enough for retirement?” or “Can I afford this vacation?”—delivering expert insights instantly and at scale. Building Trust in AI-Powered Finance Despite AI’s promise, trust issues persist. While 54% of consumers express confidence in AI agents, only 10% fully trust them. This skepticism is fueled by concerns over data privacy, security, and transparency. Many consumers are wary of how FSIs handle their personal information and are seeking greater clarity on AI’s role in financial decision-making. A Salesforce study revealed that 73% of consumers want to know when they’re interacting with AI, highlighting the importance of transparency in AI implementation. “For AI to succeed in financial services, trust and compliance must be built into the foundation,” said Eran Agrios, SVP & GM of Financial Services at Salesforce. “FSIs need to ensure their AI strategies are not only effective but also worthy of customer confidence.” AI in Action: Case Studies in Financial Services Financial institutions leveraging Agentforce are already seeing tangible benefits: Integrating Agentforce with ERP for Maximum Impact To maximize the potential of AI agents, FSIs must integrate them seamlessly into their broader enterprise ecosystems. Best practices for integration include: The Next Two Years: Defining the Future of AI in Finance As AI continues to disrupt the financial sector, FSIs that embrace AI-first strategies will outperform competitors in efficiency, security, and customer experience. Here’s what the future holds: The Takeaway Financial institutions that invest in AI-driven experiences today will define the future of finance. By adopting transparent, compliant, and consumer-centric AI strategies, FSIs can build trust, drive efficiency, and deliver exceptional customer experiences that set them apart in an increasingly AI-powered world. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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Salesforce Data Cloud

Maximizing Salesforce Data Cloud

Maximizing Salesforce Data Cloud: Post-Implementation Strategies for Long-Term Success The Fastest-Growing Salesforce Product Salesforce Data Cloud is seeing explosive growth, with a 130% year-over-year increase in paid customers. In just one quarter, it processed an astonishing 2.3 quadrillion records—a 147% jump from the previous year. Businesses leveraging Data Cloud have seen a 165% boost in web engagement, with major brands like The Adecco Group, Aston Martin, and FedEx using it to strengthen customer relationships and drive growth. The Power of Data Cloud: Turning Information into Action What makes Salesforce Data Cloud so impactful is its ability to unify vast amounts of data, creating 360-degree customer profiles and transforming insights into action. But unlocking its full potential doesn’t stop at implementation—it requires ongoing optimization to keep your data clean, your systems efficient, and your AI models accurate. Post-Implementation Best Practices for Salesforce Data Cloud Once your Salesforce Data Cloud is up and running, the next step is ensuring long-term performance and business value. Here’s how to optimize and sustain your Data Cloud investment: 1. Maintain Data Integrity with Ongoing Quality Management 2. Optimize System Performance for Speed and Efficiency 3. Drive User Adoption with Tailored Training 4. Strengthen Data Governance and Compliance 5. Proactively Manage and Optimize Integrations 6. Refine Customer Segmentation for More Personalization 7. Keep AI and Predictive Models Up to Date 8. Measure ROI and Optimize for Business Impact 9. Foster a Data-Driven Culture Through Clear Communication 10. Stay Agile with Continuous Innovation and Community Engagement Conclusion: The Real Value of Data Cloud Begins After Implementation Salesforce Data Cloud is at the heart of next-gen customer engagement, but its true impact lies in how well you maintain and optimize it. Success depends on:✅ Involving key stakeholders in ongoing improvements✅ Enforcing strong data governance for security and accuracy✅ Continuously refining processes to adapt to changing business needs By committing to post-implementation optimization, your organization can stay agile, data-driven, and ahead of the competition—ensuring that Salesforce Data Cloud delivers maximum value now and in the future. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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Why Its Good to be Data-Driven

The Power of Data-Driven Decision Making Success in business hinges on the ability to make informed decisions. Every operational aspect, from minor choices like office furniture selection to critical investments such as multi-million-dollar marketing campaigns, is shaped by a series of interrelated decisions. While instinct and intuition may play a role, most business choices rely on relevant data—covering aspects such as objectives, pricing, technology, and potential risks. However, excess irrelevant data can be just as detrimental as insufficient accurate data. Why Its Good to be Data-Driven organization… The Evolution of Data-Driven Decision Making Organizations that prioritize data-driven strategies rely on accurate, relevant, complete, and timely data. Simply amassing large volumes of information does not equate to better decision-making; companies must democratize data access, ensuring it is available to all employees rather than limited to data analysts. The practice of using data to inform business decisions gained traction in the mid-20th century when researchers identified decision-making as dynamic, complex, and often ambiguous. Early techniques like decision trees and prospect theory emerged in the 1970s alongside computer-aided decision-making models. The 1980s saw the rise of commercial decision support systems, and by the early 21st century, data warehousing and data mining revolutionized analytics. However, without clear governance and organizational policies, these vast data stores often fell short of their potential. Today, the goal of data-driven decision-making is to combine automated decision models with human expertise, creativity, and critical thinking. This approach requires integrating data science with business operations, equipping managers and employees with powerful decision-support tools. Characteristics of a Data-Driven Organization A truly data-driven organization understands the value of its data and maximizes its potential through structured alignment with business objectives. To safeguard and leverage data assets effectively, businesses must implement governance frameworks ensuring compliance with privacy, security, and integrity standards. Key challenges in establishing a data-driven infrastructure include: The Benefits of a Data-Driven Approach Businesses recognize that becoming data-driven requires more than just investing in technology; success depends on strategy and execution. According to KPMG, four critical factors contribute to the success of data-driven initiatives: A data-driven corporate culture accelerates decision-making, enhances employee engagement, and increases overall business value. Integrating ethical considerations into data usage is crucial for mitigating biases and maintaining data integrity. Transitioning to a Data-Driven Business With the rapid advancement of generative AI, data-driven organizations are poised to unlock trillions of dollars in economic value. McKinsey estimates that AI-driven decision-making could add between .6 trillion and .4 trillion annually across key sectors, including customer operations, marketing, software engineering, and R&D. To successfully transition into a data-driven organization, companies must: By embracing a data-driven model, organizations enhance their ability to make automated yet strategically sound decisions. With seamless data integration across CRM, ERP, and business applications, companies empower human decision-makers to apply their expertise to high-quality, actionable insights—driving innovation and competitive advantage in a rapidly evolving marketplace. 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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Secure Your Data

Secure Your Data: Strengthen Protection with Smart Hygiene Practices Security threats are the biggest barrier to effective data management, according to our State of Data and Analytics report. The good news? Human error accounts for 80% of cybersecurity incidents, meaning basic security hygiene can prevent most breaches. 🔹 Global IT and security leaders agree: The most effective defenses against cyberattacks include multi-factor authentication (MFA), identity and access management (IAM), and data encryption (2023 Global Data Security Trends Report). Six Security Best Practices to Protect Your Data 1. Encrypt Data to Keep It Private Encryption converts sensitive information into ciphertext that can only be unlocked with a decryption key. Whether data is in transit or at rest, encryption prevents unauthorized access. Look for solutions that offer end-to-end encryption to safeguard financial transactions, private messages, and customer records. 2. Control Access with Identity & Access Management (IAM) Only grant employees the minimum access they need to do their jobs (least privilege access). 66% of security leaders trust IAM to restrict who can view, edit, and manage sensitive data—reducing the risk of unauthorized access. 3. Require Multi-Factor Authentication (MFA) MFA strengthens security by requiring two or more credentials to verify user identity. 80% of IT leaders report that MFA is a core part of their security strategy because it significantly reduces unauthorized logins. 4. Invest in Backup & Recovery Solutions Data loss isn’t just an inconvenience—it can be catastrophic. Yet, only 39% of IT leaders consider backup and recovery a security priority. Ensure all business-critical data—from CRM to cloud storage—is backed up and recoverable to minimize risks. 5. Train Employees on Security Awareness Your team is your first line of defense. Cyberattacks often exploit human mistakes, making ongoing security training essential. Nearly two-thirds of IT leaders say they are increasing employee security training to boost awareness and adoption of best practices. 6. Strengthen Password Security Weak passwords remain a leading cause of breaches. Use a secure password manager and enforce these best practices: ✅ Create 16+ character passwords with a mix of letters, numbers, and symbols✅ Use passphrases with special characters for added complexity✅ Require multi-factor authentication (MFA) to access password managers How Humana Strengthened Security & Cut Costs 💡 million saved in security costs💡 Enhanced patient data protection “Our ultimate goal is that members see us as a trusted partner who can provide the services they need in a very timely manner.”— Brian Cahill, Vice President, Pharmacy Segment CIO, Humana Security Hygiene Checklist ✅ Automate software and security updates to protect against vulnerabilities✅ Encrypt data during transmission and storage to prevent unauthorized access✅ Use a secure file-sharing platform with end-to-end encryption✅ Implement least privilege access to ensure employees only access what they need✅ Regularly review employee permissions to maintain role-based security 🔒 Proactive security measures don’t just protect data—they build trust and resilience in your organization. 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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