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AI Agents Are the Next Wave of Generative Technology

How AI Agents Are the Next Wave of Generative Technology The rise of agentic technology marks a pivotal evolution in artificial intelligence, signaling a shift from mere assistive tools to autonomous agents capable of complex, multi-step tasks. While excitement abounds, this new wave of AI also raises questions about its practical application and long-term impact. AI agents—autonomous tools designed to perform tasks independently—are rapidly gaining traction across industries. Vendors and developers are positioning them as the future of generative AI, enabling organizations to streamline workflows and unlock new efficiencies. However, concerns remain regarding the scope of tasks assigned to these agents and their return on investment (ROI). A Growing Presence at Industry Events The growing curiosity and cautious optimism surrounding AI agents were palpable at the recent AI Summit conference. “AI agents are here, and they’re scaling,” said Tim Cotten, CEO and founder of Scripted Inc., a generative AI platform for game development powered by autonomous agents. Speaking during a session on AI in game development, Cotten predicted that a third of companies present at the summit would likely adopt agent-based solutions in the near future. Cotten emphasized the transformative potential of AI agents: “Agents allow you to spread your influence while you’re asleep. They can do the job for you, generate new ideas, and even create additional agents to tackle emerging needs.” However, he also highlighted a critical challenge: ensuring agents remain focused on well-defined tasks. Overloading agents with responsibilities beyond their scope can lead to inefficiencies and diminished outcomes. Specialized Agents vs. General-Purpose Agents The debate between using specialized agents versus general-purpose agents continues to shape the discussion around agentic AI. According to Atif Khan, Chief Artificial Intelligence Officer at Semantex: “If you have a large application with different components, it’s better to deploy specialized agents for each task. For example, one agent could handle search, another documentation, and others for accounting or customer service.” Khan advocated for modular, independent agents that can be trained and refined individually, rather than a single, all-encompassing agent. This approach not only improves efficiency but also reduces the risk of “hallucinations,” or inaccuracies, that can arise when agents attempt to manage overly complex workloads. Mitigating Risks and Maintaining Oversight Despite their autonomy, AI agents still require oversight to ensure accuracy and compliance. Drayton Wade, COO at Kognitos, stressed the importance of human validation: “Organizations must determine where human review is necessary, especially in high-stakes environments like finance, where agents operate at scale and speed.” Logging agent activities and involving humans in critical decision-making processes can mitigate risks and create accountability, Wade added. Agentforce for Sales: Unlocking New Possibilities One of the most promising applications of agentic technology is in sales, where AI agents can significantly boost productivity and enhance customer experiences. Agentforce for Sales is a cutting-edge suite of tools designed to create and deploy both autonomous and assistive sales agents within Salesforce environments. These agents handle tasks such as lead qualification, pipeline building, case deflection, and sales coaching, allowing sales reps to focus on high-value activities. Types of Agentforce Sales Agents The Future of Agentic Technology AI agents are ushering in a new era of generative technology, enabling businesses to scale operations and optimize workflows. However, their success depends on thoughtful deployment, clear task delineation, and ongoing human oversight. By embracing solutions like Agentforce for Sales, organizations can maximize the potential of agentic AI, transforming how teams work and paving the way for continued innovation. The question is no longer whether to adopt AI agents but how to deploy them effectively to achieve lasting impact. 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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SaaS Data Protection from Own

Educational Salesforce Data Safeguard

Safeguarding Salesforce Data in Educational Institutions Educational institutions thrive on data—whether it’s class registrations, test scores, or admissions records. This data powers their ability to achieve objectives and drive digital transformation. For many, Salesforce and Education Cloud provide the backbone for managing student, faculty, and administrative data, keeping them ahead in the digital transformation race. However, while many institutions excel at leveraging data, the importance of protecting it often remains overlooked. This insight explores why safeguarding Salesforce data should be a top priority and how tools like Own make it easy. The Shared Responsibility Model: Know Your Role Salesforce simplifies data management for educational institutions, but adopting the platform comes with responsibilities. According to the shared responsibility model, Salesforce secures its infrastructure, while customers are accountable for safeguarding and recovering the data stored on the platform. For educational institutions, this means planning protection and recovery efforts proactively to avoid costly disruptions and risks before incidents occur. Why Protecting Salesforce Data is Critical As reliance on Salesforce data grows, having a robust backup and recovery strategy becomes essential. Here’s why: 1. Ensure Operational Continuity Data loss or corruption isn’t a matter of “if” but “when.” Protecting your Salesforce data ensures smooth operations during unexpected incidents. For example, during admissions season, losing prospective student applications due to accidental deletion could result in delays, reputational damage, and resource strain. With a reliable backup and recovery solution, your institution can quickly restore lost data, avoid operational disruptions, and ensure a seamless admissions process. 2. Stay Ahead of Regulatory Compliance Education is governed by strict regulations like FERPA and GDPR, and compliance is non-negotiable. By safeguarding your Salesforce data, you reduce the risks of legal, financial, or reputational penalties. A trusted backup solution ensures your data is securely stored, recoverable, and audit-ready to meet evolving compliance requirements. 3. Accelerate Development with Quality Data Data fuels innovation in Salesforce development. Reliable backups ensure developers have accurate, secure data to work with, reducing errors and speeding up deployment cycles. This enables institutions to adapt quickly to changes and make the most of Salesforce’s powerful capabilities. 4. Unlock AI Potential AI is revolutionizing education, from classrooms to administrative processes. However, successful AI initiatives require high-quality, historical data. By protecting Salesforce data, institutions can access the insights needed to drive AI-driven innovation and transform educational operations. Own: The Solution for Salesforce Data Protection Educational institutions shouldn’t wait for a data loss crisis to prioritize data protection. The Own Data Platform offers a seamless solution to safeguard Salesforce data, enabling institutions to focus on growth and innovation. Own’s Key Features Lessons Learned the Easy Way Data is the foundation of digital transformation in education. By prioritizing Salesforce data protection with tools like Own, educational institutions can safeguard their operations, meet compliance standards, and pave the way for innovation. After all, in both the classroom and the cloud, lessons are best learned proactively—not the hard way. 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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Shift From AI Agents to AI Agent Tool Use

Shift From AI Agents to AI Agent Tool Use

The focus of AI development is evolving—from creating autonomous AI Agents to expanding the tools they use, significantly boosting their capabilities and flexibility. Tool access, described and utilized through natural language, is now a critical factor in the functionality and reach of these agents, enabling them to tackle increasingly complex tasks. The Role of Tools in AI Agent Effectiveness AI Agents thrive in user-specific environments like desktops, where rich context enables them to perform tasks more effectively. Instead of just scaling model power, leading AI companies such as OpenAI and Anthropic are pivoting toward tool-enabled frameworks, allowing agents to interact directly with computer GUI navigation for multi-step workflows. This shift positions tools as essential components of AI ecosystems, bridging the gap between raw computational power and actionable user outcomes. OpenAI’s “Operator” and the Future of Autonomous Agents OpenAI is set to release Operator, an AI Agent designed to autonomously perform tasks such as coding and travel booking on a user’s computer. Available as a research preview in January, Operator is part of a broader industry trend toward Agentic Tools that enable seamless, multi-step task execution with minimal user oversight. This approach reflects a shift toward real-time AI capabilities, moving beyond model-centric enhancements to unlock practical, task-driven use cases for AI Agents. Anthropic’s Desktop AI Agent Anthropic is also advancing the field with a reference implementation for computer use, enabling rapid deployment of AI-powered desktop agents. This implementation allows users to leverage Claude, Anthropic’s AI model, in a virtual machine environment with powerful tools for GUI interaction, command-line operations, and file management. Key Features This system provides a controlled yet versatile environment for AI Agents to operate in a safe, flexible, and efficient manner. Technical Implementation To deploy Anthropic’s computer-use demo: bashCopy codeexport ANTHROPIC_API_KEY=%your_api_key% docker run -e ANTHROPIC_API_KEY=<Your Anthropic API Key Goes Here> -v $HOME/.anthropic:/home/computeruse/.anthropic -p 5900:5900 -p 8501:8501 -p 6080:6080 -p 8080:8080 -it ghcr.io/anthropics/anthropic-quickstarts:computer-use-demo-latest Tools Overview Each session starts fresh but maintains state within the session, enabling smooth task execution. The Bigger Picture AI Agents are no longer defined solely by their autonomous capabilities. Instead, their success now hinges on how effectively they utilize tools to extend their reach and flexibility. Whether it’s through GUI navigation, command-line interactions, or file management, tool access is transforming the way AI Agents deliver value to users. By focusing on tools rather than just AI model power, companies like OpenAI and Anthropic are building the foundation for a new era of AI-driven productivity. Expect to see more advancements in Agentic Tool design, as the emphasis shifts from autonomy to capability. 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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Transforming Healthcare with Salesforce CRM For healthcare providers, adopting a CRM platform like Salesforce Health Cloud is invaluable for managing vast amounts of patient data effectively. Health Cloud empowers healthcare professionals to create personalized, one-to-one patient journeys, enabling a deep understanding of each patient’s needs, medical history, and preferences. This approach not only fosters a patient-friendly experience but also builds a strong rapport, ensuring that patients feel valued and understood. Health Cloud also facilitates seamless collaboration among healthcare providers across different departments. When patients require support from multiple professionals, the platform ensures coordinated, comprehensive care that considers their complete medical history. This collaborative approach strengthens patient trust and streamlines operations, demonstrating a provider’s commitment to patient-centered care. As healthcare organizations strive to meet rising patient expectations, Salesforce is at the forefront of driving transformative changes. Leveraging Salesforce cloud solutions allows providers to manage patient data efficiently, deliver higher-quality care, and turn industry challenges into opportunities for improvement. Salesforce CRM has significantly boosted patient engagement and satisfaction within the healthcare sector. By automating repetitive, manual tasks, Salesforce CRM enables healthcare professionals to devote more time to patient care. Tools like Patient Management Software

2025 Life Sciences Industry Outlook: What’s Next?

The life sciences industry is poised for significant evolution in 2025 as it navigates a dynamic landscape shaped by digital transformation, competitive pressures, business volatility, and shifting customer needs. Despite potential challenges, industry leaders remain optimistic about growth in the coming year. Deloitte’s recently released 2025 Life Sciences Outlook, published on December 10, 2024, offers a comprehensive overview of the trends and forces expected to shape the industry in the upcoming year. Drawing from a global survey of life sciences executives conducted by the Deloitte U.S. Center for Health Solutions, the report highlights key focus areas that will drive transformation and innovation. Key Trends Shaping the Life Sciences Industry in 2025 1. Digital Transformation Digital transformation continues to be a cornerstone of growth and innovation for the life sciences sector. Executives anticipate accelerated adoption of digital tools, with particular emphasis on: To stay ahead, life sciences companies are investing in transformative technologies, robust cybersecurity, and digital tools that enhance R&D, employee productivity, and customer engagement. 2. Competitive Pressures The competitive landscape in 2025 will be shaped by several key challenges: To address these pressures, companies are focusing on innovation, expanding their portfolios, and targeting profitable disease areas. Strategies include improving R&D productivity, enhancing clinical trial diversity, leveraging real-world evidence, and aligning M&A activities with corporate objectives. 3. Business Volatility Economic and regulatory uncertainties are adding layers of complexity to the business environment. Key drivers of business volatility include: To mitigate these risks, life sciences companies are optimizing operating models, enhancing supply chain resilience, and implementing global risk mitigation strategies to safeguard operations against unforeseen disruptions. 4. Evolving Customer Needs The rise of personalized medicine and digital adoption among patients is transforming customer expectations. Advances in genomics, biomarkers, and precision medicine are enabling companies to deliver more effective treatments with fewer side effects. In response to these shifts, life sciences firms are prioritizing customer-centric strategies by: As one senior executive from a German pharmaceutical company explained, “With advances in genomics and biomarkers, we can provide patients with more precise treatment options. This not only improves efficacy but also significantly reduces side effects, allowing patients to have a better treatment experience.” Outlook for 2025 Despite challenges, the outlook for the life sciences industry in 2025 remains positive. With 75% of surveyed executives expressing optimism, the sector is positioned for growth driven by innovation, strategic investment, and a commitment to addressing evolving market demands. As the industry continues to adapt to internal and external pressures, its ability to leverage digital transformation, overcome competitive challenges, and meet shifting customer needs will define its success in the year ahead. The 2025 Life Sciences Outlook underscores the importance of proactive strategies, forward-thinking investments, and adaptability in navigating this transformative era. By embracing these trends, life sciences companies can position themselves for sustainable growth and innovation in the years to come. 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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Government CRM System

Salesforce Announces Top Secret Gov Cloud

This advanced cloud solution is hosted on Amazon Web Services’ Top Secret cloud infrastructure. According to Salesforce’s press release, Government Cloud Premium is built with an API-first architecture, enabling agencies to leverage other data sources and systems, including proprietary AI applications, to enhance mission-critical operations.

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Agentforce Custom AI Agents

Agentforce Custom AI Agents

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

Digital Transformation and Security Challenges

Agencies Accelerate Digital Transformation Amid Growing Security Demands Federal agencies are ramping up digital transformation initiatives to meet evolving public expectations and comply with mandates like the 21st Century Integrated Digital Experience Act (IDEA). However, securely transitioning to modern platforms like Salesforce requires specialized expertise, as highlighted in a new e-book by Own Company. The push for digital transformation is driven by the need to deliver efficient, modernized citizen services while safeguarding critical data. According to Federal Chief Information Officer Clare Martorana, agencies face a dual challenge: adopting advanced technologies and ensuring compliance with stringent security and regulatory frameworks. Salesforce, a leading SaaS platform, plays a pivotal role in these modernization efforts, offering tools to replace outdated systems and streamline operations. Yet, moving to such platforms involves more than migrating legacy data. Agencies must also address complex security requirements and ensure compliance with government regulations. To support secure transitions, companies like Own Company have emerged as key partners in federal digital transformation. Their solutions focus on secure development, data recovery, and long-term archiving. Tools like “Own Accelerate” enable safe and efficient testing within sandbox environments, while “Own Secure” leverages data classification and zero-trust principles to prevent security vulnerabilities. These measures mitigate risks such as insider threats and configuration errors, ensuring sensitive data remains protected throughout the transition process. Compliance with mandates like the Federal Information Security Management Act (FISMA) and National Institute of Standards and Technology (NIST) protocols remains a top priority. Agencies must safeguard citizen data across services ranging from healthcare to housing assistance while maintaining security and operational efficiency over the data’s lifecycle. Secure backups, compliance audits, and controlled data access are essential for building trust and resilience. As agencies incorporate AI into their operations, robust data strategies are becoming even more critical. AI-driven tools rely on accurate, real-time data for effective training and decision-making. Own’s backup and archiving solutions help agencies unlock data for AI applications while managing compliance and controlling storage costs. Ultimately, successful digital transformation requires more than adopting new technologies — it demands a careful balance of modernization, security, cost-efficiency, and alignment with agency missions. By acting decisively and addressing these challenges, federal agencies can meet rising public expectations while maintaining compliance and security. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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Agentforce to the Team

Salesforce has officially launched Agentforce

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

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Cyber Insurance

Cyber Insurance

Navigating Cyber Insurance in an Evolving Threat Landscape The rapidly shifting cyberthreat landscape presents unique challenges for healthcare organizations and underwriters navigating cyber insurance coverage decisions. Cyber liability insurance plays a crucial role in shielding healthcare providers from the mounting costs associated with data breaches and cyberattacks, which now average $9.77 million per incident in the healthcare sector, according to IBM. The Challenges of Retaining Cyber Insurance Healthcare, among other heavily targeted sectors, faces difficulties in securing and maintaining affordable cyber insurance. The constantly evolving threat landscape impacts risk profiles, which drives up premiums and complicates coverage retention. Although year-over-year premium growth plateaued in the U.S. in 2023, 79% of respondents in a Delinea survey still reported increased insurance costs, with 67% experiencing premium hikes between 50% and 100%. As high-profile healthcare cyberattacks and increasing cyber risks persist, navigating the insurance landscape remains a significant challenge. Additionally, the lag in processing claims makes it difficult to anticipate how underwriters will respond to these changing threats. How the Evolving Threat Landscape Impacts Cyber Insurance Obtaining adequate cyber insurance coverage can be challenging in today’s risk-heavy environment. Unlike traditional insurance, where risks remain static, cyber risks constantly evolve to counteract security controls. “Cyber insurance risk adjusters face a unique challenge; unlike fires, which aren’t actively trying to burn you in new ways, cyberthreats are constantly adapting to bypass existing protections,” said Christopher Henderson, senior director of threat operations at Huntress. This continuous adaptation often means that by the time underwriting is complete, a risk assessment may already be outdated. Shifts in the threat landscape are driving changes in cyber insurance questionnaires. While in 2023 insurers focused on remote access tools, vulnerability management, and administrative access controls, the focus in 2024 shifted to include multifactor authentication (MFA) and identity-based attack prevention. This shift highlights the need for organizations to adapt to new requirements in cyber insurance as cybercriminals add new tactics to their playbooks. Adapting Insurance to Emerging Threats As cyberthreat tactics evolve, insurers may adjust policy terms to keep pace with the latest risks. Henderson suggests that insurers could move toward shorter underwriting cycles, possibly even six-month periods, to better align with the rapidly shifting cyber landscape. Mitigating Risk and Controlling Cyber Costs Several factors influence cyber insurance premiums, including organizational size and security posture. For healthcare providers, adhering to industry standards like SOC 2 and ISO 27001 can demonstrate compliance with best practices, improving coverage terms and potentially lowering premiums. Healthcare organizations using the NIST Cybersecurity Framework (CSF) as their primary security standard reported lower premium increases compared to those without this framework, according to a 2024 report by KLAS Research, Censinet, and the American Hospital Association. Henderson emphasizes the importance of layering new strategies with proven, traditional ones: “While staying vigilant against newer tactics like social engineering and identity-based attacks, maintaining consistent, auditable identity verification and MFA protocols remains crucial.” Despite upfront costs, cyber insurance can significantly reduce financial impact during cybersecurity incidents. For example, a 2024 Sophos report found that organizations with cyber insurance saw an average ransomware recovery cost of $2.94 million compared to $3.48 million for those without coverage. Navigating cyber insurance can be complex for healthcare organizations, but careful attention to risks and proactive security measures can help them secure the right coverage at sustainable rates. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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 Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Document Generation

Managing Docusign Envelopes in Salesforce

Understanding Docusign Envelopes A Docusign envelope is a digital container that holds documents, recipients, and signature fields. Recipients complete their assigned fields to proceed with the signing process. Once all recipients have signed, the document is finalized and saved to the sender’s Docusign account. Salesforce users can create and send envelopes directly from Salesforce records. The Docusign Envelope Status component displays the status of all envelopes associated with a specific Salesforce record. Monitoring and Managing In-Flight Envelopes “In-flight” envelopes are those that have been sent for signature but have not yet been completed or voided. The Docusign Envelope Status component allows users to take various actions on these envelopes, including sending reminders, viewing documents, making corrections, and voiding envelopes. Available Actions in the Docusign Envelope Status Component: Sending a Reminder for an In-Flight Envelope You can send reminders to recipients with pending signatures. Steps to Send a Reminder: Note: The reminder feature is not available for envelopes that are voided, declined, or completed. Viewing an Envelope You can view documents from any in-flight or completed envelope. Steps to View an Envelope: (Optional) Other available actions: Correcting an In-Flight Envelope You can update an in-flight envelope by adding documents or modifying recipient details. Steps to Correct an Envelope: Note: Only the original sender can correct an active envelope from within Salesforce. Users with shared access must make corrections through the Docusign account, but these updates will not sync back to Salesforce. Voiding an Envelope You can cancel an active envelope if a contract needs revision or should no longer be signed. Steps to Void an Envelope: Once voided: Note: Only the original sender can void an envelope from within Salesforce. Users with shared access must void it through the Docusign account, but these updates will not sync back to Salesforce. Conclusion The Docusign Envelope Status component in Salesforce provides a centralized way to manage signature processes efficiently. With the ability to monitor, correct, and void envelopes, users can ensure smooth transaction workflows and maintain compliance within their Docusign and Salesforce environments. 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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healthcare Can prioritize ai governance

Salesforce Data Governance

Salesforce Data Governance Best Practices Salesforce provides a centralized platform for managing customer relationships, but without proper data governance, the system can quickly become unmanageable. Data governance ensures the accuracy, security, and usability of the vast amounts of information collected, helping teams make better decisions and maximizing the value of Salesforce investments. By establishing robust processes and policies, organizations can maintain clean, compliant, and reliable data. Here’s an overview of data governance in Salesforce, its importance, and strategies to implement it effectively. What Is Data Governance in Salesforce? Data governance in Salesforce refers to the practices that monitor and manage data accuracy, security, and compliance. Proper governance ensures your Salesforce data remains trustworthy and actionable, avoiding issues like errors, duplicates, and regulatory violations. Key Components of Salesforce Data Governance: Strong governance enables organizations to make informed decisions and unlock Salesforce’s full potential. The Impact of Data Governance on Decision-Making Accurate and well-governed data empowers leaders to make strategic, data-driven decisions. With clean and current records, organizations can: Good governance ensures data integrity, leading to smarter decisions and improved business performance. Principles of Effective Salesforce Data Governance Building a strong data governance framework starts with these core principles: 1. Data Ownership Assign clear ownership of datasets to specific individuals, teams, or departments. Owners are accountable for maintaining data quality, ensuring compliance, and resolving issues efficiently. Benefits include: 2. Monitoring and Compliance Conduct regular audits to ensure data accuracy, detect unauthorized access, and maintain compliance with regulations. Tools like Salesforce’s built-in monitoring features or third-party solutions (e.g., Validity DemandTools) can streamline this process. Audit checks should include: Consistent monitoring safeguards sensitive data and avoids costly fines, particularly in heavily regulated industries like healthcare and finance. Steps to Develop a Data Governance Strategy Techniques for Maintaining High-Quality Data High-quality data is the backbone of Salesforce governance. Apply these techniques to ensure your data meets quality standards: Standardizing Data for Better Governance Data standardization ensures consistency across Salesforce records, improving analysis and operational efficiency. Examples include: Leveraging Data Management Tools Data management tools are essential for maintaining data integrity and enhancing governance. Benefits include: By integrating these tools into your Salesforce processes, you can establish a solid foundation for data governance while boosting operational efficiency. Final Thoughts Effective data governance in Salesforce is critical for maintaining data quality, ensuring compliance, and empowering teams to make strategic decisions. By following best practices and leveraging the right tools, organizations can maximize the value of their Salesforce investment and drive long-term 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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Value-Based Care Technologies

Value-Based Care Technologies

Essential Technologies for Value-Based Care Success As healthcare providers increasingly adopt value-based care, they must invest in the right technologies and resources to succeed in this model, which incentivizes high-quality, cost-effective care. Value-Based Care Technologies tie reimbursement to care quality, making providers accountable for patient outcomes while providing resources to enhance care. As of 2021, nearly 60% of healthcare payments were already tied to value-based models, according to the Health Care Payment Learning and Action Network (HCP LAN). While partnerships can initiate value-based care, providers must invest in the right technology to fully achieve the intended outcomes. Health Information Exchange (HIE) A robust health information exchange (HIE) is fundamental to value-based care, as it enables providers and payers to access high-quality data seamlessly. HIE allows healthcare professionals to share patients’ medical information electronically across organizations, promoting care coordination by giving providers a comprehensive view of patient needs. For patients, HIE enables more informed involvement in their care by making their health data accessible across specialists, labs, and pharmacies. While joining an HIE may involve new technology investments and workflow adjustments, it ultimately enhances provider access to critical health data. Population Health Management Tools Population health management tools help providers assess health outcomes within groups rather than focusing on individuals alone. These tools aggregate and analyze data, allowing practices to identify high-risk patients and create targeted interventions. This not only enhances health outcomes but can also reduce costs by avoiding expensive treatments. Patient engagement tools, such as telehealth and remote patient monitoring, are essential in population health management, especially for monitoring high-risk patients when in-person care is not feasible. Digital surveys integrated within patient portals can provide insights into social determinants of health, adding a broader context to patient needs. Data Analytics Data analytics transform healthcare data into actionable insights across four types: descriptive, diagnostic, predictive, and prescriptive. Providers can use these analytics to reduce hospital readmissions, predict diseases, and identify chronic illnesses. Data integration and risk stratification capabilities are especially valuable in value-based care, enabling providers to track patient health outcomes effectively and prioritize high-risk cases. Artificial Intelligence & Machine Learning AI and machine learning support many data analytics functions, helping identify patient needs and easing administrative burdens. Given staffing shortages and burnout—reported by 63% of physicians in 2021, according to the American Medical Association (AMA)—AI can automate tasks like documentation, charting, and scheduling, allowing providers to focus more on patient care. Additionally, AI-driven automation in revenue cycle management tasks, such as billing and coding, can reduce the administrative workload associated with value-based care. Price Transparency Technology Price transparency empowers patients to seek cost-effective care, a core principle of value-based models. When providers comply with transparency regulations, patients can better understand their costs and make informed decisions. For providers, leveraging price transparency tools ensures compliance and facilitates partnerships with payers by enabling more effective negotiation, which supports the overall goals of value-based care. As healthcare continues shifting to value-based models, investing in these technologies is critical for providers aiming for long-term success. While these tools rdo equire substantial investment, they are essential for improving patient outcomes, optimizing care quality, and ensuring sustainability in value-based care. When evaluating and choosing healthcare technology tools, contact Tectonic for help. 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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Digital Transformation for Life Sciences

Salesforce Winter 25 Release for Life Sciences

The Salesforce Winter ’25 release introduces groundbreaking updates tailored to the life sciences industry. Whether you’re in pharmaceuticals, biotech, or medical devices, these innovations aim to streamline operations, enhance patient care, and strengthen stakeholder relationships. Let’s explore the key enhancements: Quote and Agreement Automation Salesforce’s advancements in Quote and Agreement Automation simplify pricing and contractual negotiations for life sciences organizations. Key benefits include: These updates not only improve operational efficiency but also reduce errors and compliance risks, helping organizations stay ahead in a highly regulated industry. Financial Assistance Programs Navigating financial support for patients can be challenging, but Salesforce is making it easier. The Winter ’25 release enhances tools for managing financial assistance programs, ensuring eligible patients get the support they need. Key features include: By easing the financial burden on patients, these updates strengthen trust and foster better patient-provider relationships. Participant Recruitment and Enrollment Recruiting and enrolling participants for clinical trials is now more efficient with Salesforce’s new AI-driven tools. Notable improvements include: These updates not only shorten recruitment timelines but also enhance the overall trial experience for participants. Patient Program Outcome Management Tracking patient outcomes is vital for life sciences companies, and Salesforce’s Patient Program Outcome Management tools deliver powerful capabilities. Features include: These tools empower organizations to make data-driven decisions, improving program effectiveness and elevating patient care. Pharmacy Benefits Verification Verifying patient benefits is often a time-consuming task. The Winter ’25 release introduces automation to streamline this process. Key highlights: By simplifying benefits verification, this update enhances efficiency for providers and ensures a smoother experience for patients. Why It Matters for Life Sciences The Winter ’25 release is a leap forward for the life sciences industry, offering tools that: From automating quotes and agreements to improving patient support and trial management, these updates empower organizations to focus on delivering exceptional care and innovation. Ready to Transform Your Salesforce Experience?Tectonic is here to help you unlock the full potential of these enhancements. Whether you’re looking to optimize patient care, streamline operations, or improve outcomes, we’ll guide you every step of the way. Contact Tectonic today to get started! 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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