Copilot Studio Archives - gettectonic.com

16Jan

Agentforce Redefines Generative AI

Agentforce: Redefining Generative AI in Salesforce Many Dreamforce attendees who expected to hear about Einstein Copilot were surprised when Salesforce introduced Agentforce just a week before the conference. While it might seem like a rebranding of Copilot, Agentforce marks a significant evolution by enabling more autonomous agents that go beyond summarizing or generating content to perform specific actions. Here’s a breakdown of the transition and what it means for Salesforce users: Key Vocabulary Updates How Agentforce Works Agents take user input, known as an “utterance,” and translate it into actionable steps based on predefined configurations. This allows the system to enhance performance over time while delivering responses tailored to user needs. Understanding Agentforce 1. Topics: Organizing Agent Capabilities Agentforce introduces “Topics,” a new layer of organization that categorizes actions by business function. When a user provides an utterance, the agent identifies the relevant topic first, then determines the best actions to address it. 2. Actions: What Agents Can Do Actions remain largely unchanged from Einstein Copilot. These are tasks agents perform to execute plans. 3. Prompts: The Key to Better Results LLMs rely on prompts to generate outputs, and crafting effective prompts is essential for reducing irrelevant responses and optimizing agent behavior. How Generative AI Enhances Salesforce Agentforce unlocks several benefits across productivity, personalization, standardization, and efficiency: Implementing Agentforce: Tips for Success Getting Started Start by using standard Agent actions. These out-of-the-box tools, such as opportunity summarization or close plan creation, provide a strong foundation. You can make minor adjustments to optimize their performance before diving into more complex custom actions. Testing and Iteration Testing AI agents is different from traditional workflows. Agents must handle various phrasing of the same user request (utterances) while maintaining consistency in responses. The Future of Salesforce with Agentforce As you gain expertise in planning, developing, testing, and deploying Agentforce actions, you’ll unlock new possibilities for transforming your Salesforce experience. With generative AI tools like Agentforce, Salesforce evolves from a traditional point-and-click interface into an intelligent, agent-driven platform with streamlined, conversational workflows. This isn’t just an upgrade — it’s the foundation for reimagining how businesses interact with their CRM in an AI-assisted world. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

January 16, 2025in Agentforce Platform, AI Tools, Data, Generative AI, Salesforce

20Dec

AI Agents Set to Break Through in 2025

2025: The Year AI Agents Transform Work and Life Despite years of hype around artificial intelligence, its true disruptive impact has so far been limited. However, industry experts believe that’s about to change in 2025 as autonomous AI agents prepare to enter and reshape nearly every facet of our lives. Since OpenAI’s ChatGPT took the world by storm in late 2022, billions of dollars have been funneled into the AI sector. Big tech and startups alike are racing to harness the transformative potential of the technology. Yet, while millions now interact with AI chatbots daily, turning them into tools that deliver tangible business value has proven challenging. A recent study by Boston Consulting Group revealed that only 26% of companies experimenting with AI have progressed beyond proof of concept to derive measurable value. This lag reflects the limitations of current AI tools, which serve primarily as copilots—capable of assisting but requiring constant oversight and remaining prone to errors. AI Agents Set to Break Through in 2025 The status quo, however, is poised for a radical shift. Autonomous AI agents—capable of independently analyzing information, making decisions, and taking action—are expected to emerge as the industry’s next big breakthrough. “For the first time, technology isn’t just offering tools for humans to do work,” Salesforce CEO Marc Benioff wrote in Time. “It’s providing intelligent, scalable digital labor that performs tasks autonomously. Instead of waiting for human input, agents can analyze information, make decisions, and adapt as they go.” At their core, AI agents leverage the same large language models (LLMs) that power tools like ChatGPT. But these agents take it further, acting as reasoning engines that develop step-by-step strategies to execute tasks. Armed with access to external data sources like customer records or financial databases and equipped with software tools, agents can achieve goals independently. While current LLMs still face reasoning limitations, advancements are on the horizon. New models like OpenAI’s “o1” and DeepSeek’s “R1” are specialized for reasoning, sparking hope that 2025 will see agents grow far more capable. Big Tech and Startups Betting Big Major players are already gearing up for this new era. Startups are also eager to carve out their share of the market. According to Pitchbook, funding deals for agent-focused ventures surged by over 80% in 2024, with the median deal value increasing nearly 50%. Challenges to Overcome Despite the enthusiasm, significant hurdles remain. 2025: A Turning Point Despite these challenges, many experts believe 2025 will mark the mainstream adoption of AI agents. A New World of Work No matter the pace, it’s clear that AI agents will dominate the industry’s focus in 2025. If the technology delivers on its promise, the workplace could undergo a profound transformation, enabling entirely new ways of working and automating tasks that once required human intervention. The question isn’t if agents will redefine the way we work—it’s how fast. By the end of 2025, the shift could be undeniable. 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

December 20, 2024in AI Tools, Artificial Intelligence, Data, Generative AI, Google, Salesforce, Technology

18Dec

Google Prepares AI-Powered Jarvis Agent

Google Prepares AI-Powered Jarvis Agent for Automated Browser Tasks in Chrome Google is reportedly gearing up to launch “Project Jarvis,” an AI-powered browser agent designed to automate tasks directly within the Chrome ecosystem. According to The Information, the tool is expected to roll out in December to select users and will leverage Google’s advanced Gemini 2.0 AI model. Jarvis aims to simplify repetitive online tasks, such as organizing information or booking reservations, offering a seamless and efficient digital assistant embedded within Chrome. This initiative reflects Google’s broader vision to enhance user experiences by automating web-based routines, making its browser a central hub for task automation. Anthropic Expands Desktop Automation with Claude 3.5 Sonnet Anthropic, a key player in the AI landscape, has advanced its Claude 3.5 model with a new “Computer Use” feature, enabling direct interaction with a user’s desktop. This update allows Claude to perform tasks such as typing, clicking, and managing multiple applications, making it a powerful tool for automating workflows like data entry, document management, and customer service. Available through APIs and platforms like Amazon Bedrock and Google Cloud’s Vertex AI, Claude’s new capabilities position it as a versatile solution for businesses seeking desktop-level automation, contrasting Google Jarvis’s browser-specific approach. By interpreting screen elements, Claude’s “Computer Use” mode supports broader applications beyond web tasks, offering businesses an edge in efficiency and scalability. How Google Jarvis Stands Out Unlike Anthropic’s desktop-oriented Claude Sonnet, Google Jarvis focuses on automating tasks within Chrome. Jarvis analyzes screenshots of web pages, interprets user commands, and executes actions like clicks or data entry. While still in development, Jarvis’s design suggests a future where mundane web-based tasks are seamlessly handled by AI. Powered by Google’s Gemini 2.0 language model, Jarvis is tailored for users who prioritize web-specific functions, creating a user-friendly assistant that requires no external software. This aligns with Google’s strategy to deepen integration within its ecosystem, making Chrome a more intuitive and productive environment. Microsoft’s Copilot Agents Lead Business Automation Microsoft, meanwhile, continues to enhance its Copilot AI agents, particularly within Dynamics 365. These specialized agents are designed to automate industry-specific workflows, from lead qualification in sales to financial data reconciliation. Unlike Google Jarvis or Anthropic Claude, Microsoft’s Copilot agents target enterprise users, embedding automation within business applications like Teams, Outlook, and SharePoint. With tools like Copilot Studio, organizations can customize workflows to meet specific needs, offering a level of flexibility that resonates with enterprise clients. Early adopters, including Vodafone and Cognizant, have reported significant productivity gains through these integrations. Microsoft’s efforts position Copilot as a robust partner for day-to-day operations, transforming tasks like analysis, project coordination, and document management into automated, efficient processes. Competing Visions for AI Agents As Google, Anthropic, and Microsoft refine their AI strategies, they’re carving out distinct niches in the AI agent landscape: These approaches highlight the diverse applications of AI agents, from enhancing individual user experiences to transforming business operations. 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

December 18, 2024in Data, Enterprise, Google, Salesforce

17Dec

Is the Future Agentic for ERP?

the success of AI in ERP depends on user adoption. If AI agents continue to make implementation easier and enhance current workflows, it’s clear that the future of ERP could indeed be agentic.

December 17, 2024in AI Tools, Data, Enterprise, Salesforce

16Nov

AI Agent Rivalry

Microsoft and Salesforce’s AI Agent Rivalry Heats Up The battle for dominance in the AI agent space has escalated, with Salesforce CEO Marc Benioff intensifying his criticism of Microsoft’s AI solutions. Following remarks at Dreamforce 2024, Benioff took to X (formerly Twitter) to call out Microsoft for what he called “rebranding Copilot as ‘agents’ in panic mode.” The AI Agent rivalry winner may be determined not by flashy features but by delivering tangible, transformative outcomes for businesses navigating the complexities of AI adoption. AI Agent Rivalry. Benioff didn’t hold back, labeling Microsoft’s Copilot as “a flop”, citing issues like data leaks, inaccuracies, and requiring customers to build their own large language models (LLMs). In contrast, he touted Salesforce’s Agentforce as a solution that autonomously drives sales, service, marketing, analytics, and commerce without the complications he attributes to Microsoft’s offerings. Microsoft’s Copilot: A New UI for AI Microsoft recently unveiled new autonomous agent capabilities for Copilot Studio and Dynamics 365, positioning these agents as tools to enhance productivity across teams and functions. CEO Satya Nadella described Copilot as “the UI for AI” and emphasized its flexibility, allowing businesses to create, manage, and integrate agents seamlessly. Despite the fanfare, Benioff dismissed Copilot’s updates, likening it to “Clippy 2.0” and claiming it fails to deliver accuracy or transformational impact. Salesforce Expands Agentforce with Strategic Partnerships At Dreamforce 2024, Salesforce unveiled its Agentforce Partner Network, a global ecosystem featuring collaborators like AWS, Google Cloud, IBM, and Workday. The move aims to bolster the capabilities of Agentforce, Salesforce’s AI-driven platform that delivers tailored, autonomous business solutions. Agentforce allows businesses to deploy customizable agents without complex coding. With features like the Agent Builder, users can craft workflows and instructions in natural language, making the platform accessible to both technical and non-technical teams. Flexibility and Customization: Salesforce vs. Microsoft Both Salesforce and Microsoft emphasize AI’s transformative potential, but their approaches differ: Generative AI vs. Predictive AI Salesforce has doubled down on generative AI, with Einstein GPT producing personalized content using CRM data while also providing predictive analytics to forecast customer behavior and sales outcomes. Microsoft, on the other hand, combines generative and predictive AI across its ecosystem. Copilot not only generates content but also performs autonomous decision-making in Dynamics 365 and Azure, positioning itself as a comprehensive enterprise solution. The Rise of Multi-Agent AI Systems The competition between Microsoft and Salesforce reflects a broader trend in AI-driven automation. Companies like OpenAI are experimenting with frameworks like Swarm, which simplifies the creation of interconnected AI agents for tasks such as lead generation and marketing campaign development. Similarly, startups like DevRev are introducing conversational AI builders to design custom agents, offering enterprises up to 95% task accuracy without the need for coding. What Lies Ahead in the AI Agent Landscape? As Salesforce and Microsoft push the boundaries of AI integration, businesses are evaluating these tools for their flexibility, customization, and impact on operations. While Salesforce leads in CRM-focused AI, Microsoft’s integrated approach appeals to enterprises seeking cross-functional AI solutions. In the end, the winner may be determined not by flashy features but by delivering tangible, transformative outcomes for businesses navigating the complexities of AI adoption. AI Agent Rivalry. 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

November 16, 2024in Agentforce Platform, Data, Enterprise, Generative AI, Google, Salesforce

13Nov

Copilots and Agentic AI

Agentic AI vs. Copilots: Defining the Future of Generative AI Artificial Intelligence has rapidly evolved, progressing from simple automation to generative models, to copilots. But now, a new player—Agentic AI—has emerged, promising to redefine the AI landscape. Is Agentic AI the next logical step, or will it coexist alongside copilots, each serving distinct roles? Copilots and Agentic AI. Generative AI: Creativity with a Human Touch Since the launch of ChatGPT, generative AI has dominated tech priorities, offering businesses the ability to generate content—text, images, videos, and more—from pre-defined data. However, while revolutionary, generative AI still relies heavily on human input to guide its output, making it a powerful collaborator rather than an autonomous actor. Enter Agentic AI: Autonomy Redefined Agentic AI represents a leap forward, offering systems that possess autonomy and the ability to act independently to achieve pre-defined goals. Unlike generative AI copilots that respond to human prompts, Agentic AI makes decisions, plans actions, and learns from experience. Think of it as Siri or Alexa—enhanced with autonomy and learning capabilities. Gartner recently spotlighted Agentic AI as its top technology trend for 2025, predicting that by 2028, at least 15% of day-to-day work decisions will be made autonomously, up from virtually none today. Agentforce and the Third Wave of AI Salesforce’s “Agentforce,” unveiled at Dreamforce, is a prime example of Agentic AI’s potential. These autonomous agents are designed to augment employees by handling tasks across sales, service, marketing, and commerce. Salesforce CEO Mark Benioff described it as the “Third Wave of AI,” going beyond copilots to deliver intelligent agents deeply embedded into customer workflows. Salesforce aims to empower one billion AI agents by 2025, integrating Agentforce into every aspect of customer success. Benioff took a swipe at competitors’ bolt-on generative AI solutions, emphasizing that Agentforce is deeply embedded for maximum value. The Role of Copilots: Collaboration First While Agentic AI gains traction, copilots like Microsoft’s Copilot Studio and SAP’s Joule remain critical for businesses focused on intelligent augmentation. Copilots act as productivity boosters, working alongside humans to optimize processes, enhance creativity, and provide decision-making support. SAP’s Joule, for example, integrates seamlessly into existing systems to optimize operations while leaving strategic decision-making in human hands. This collaborative model aligns well with businesses prioritizing agility and human oversight. Agentic AI: Opportunities and Challenges Agentic AI’s autonomy offers significant potential for streamlining complex processes, reducing human intervention, and driving productivity. However, it also comes with risks. Eleanor Watson, AI ethics engineer at Singularity University, warns that Agentic AI systems require careful alignment of values and goals to avoid unintended consequences like dangerous shortcuts or boundary violations. In contrast, copilots retain human agency, making them particularly suited for creative and knowledge-based roles where human oversight remains essential. Copilots and Agentic AI The choice between Agentic AI and copilots hinges on an organization’s priorities and risk tolerance. For simpler, task-specific applications, copilots excel by providing assistance without removing human input. Agentic AI, on the other hand, shines in complex, multi-task scenarios where autonomy is key. Dom Couldwell, head of field engineering EMEA at DataStax, emphasizes the importance of understanding when to deploy each model. “Use a copilot for specific, focused tasks. Use Agentic AI for complex, goal-oriented processes involving multiple tasks. And leverage Retrieval Augmented Generation (RAG) in both to provide context to LLMs.” The Road Ahead: Coexistence or Dominance? As AI evolves, Agentic AI and copilots may coexist, serving complementary roles. Businesses seeking full automation and scalability may gravitate toward Agentic AI, while those prioritizing augmented intelligence and human collaboration will continue to rely on copilots. Ultimately, the future of AI will be defined not by one model overtaking the other, but by how well each aligns with the specific needs, goals, and challenges of the organizations adopting 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

November 13, 2024in Artificial Intelligence, Data, Generative AI, Salesforce, Technology

13Nov

OpenAI and the Agentic Race

OpenAI to Join the AI Agentic Race with ‘Operator’ in January 2025 OpenAI is reportedly preparing to launch its AI agent, Operator, in January 2025. Designed to autonomously control computers and handle repetitive tasks like booking travel or writing code, Operator is expected to ship as a research preview and will also be available via OpenAI’s API for developers, according to a report by Bloomberg. This move positions OpenAI squarely in the midst of the growing AI agent wars, where competitors like Microsoft and Salesforce are vying for dominance in autonomous AI systems. These tools are seen as the next frontier in AI, enabling users to automate multi-step tasks with minimal supervision. Salesforce and Microsoft: The Agentic Rivalry Heats Up The competition between tech giants is already intense. Salesforce CEO Marc Benioff recently took aim at Microsoft’s Copilot, likening it to a rebooted version of the infamous Clippy, criticizing it as ineffective and lacking value. Benioff highlighted Salesforce’s own offering, Agentforce, which he claimed processes trillions of AI transactions weekly and serves as the leading AI enterprise agent. Benioff went on to accuse Microsoft of being in “panic mode” after it announced plans to expand Copilot Studio with features for building autonomous agents. His sharp critique: “Microsoft rebranding Copilot as ‘agents’? That’s panic mode. Let’s be real—Copilot’s a flop because Microsoft lacks the data, metadata, and enterprise security models to create real corporate intelligence. That is why Copilot is inaccurate, spills corporate data, and forces customers to build their own LLMs. Clippy 2.0, anyone? Meanwhile, Agentforce is transforming businesses now.” A Crowded Battlefield Other players are also entering the fray. Google is set to release its own AI agent in December 2024, while Anthropic recently unveiled a Computer Use API, further expanding its capabilities in this emerging field. With multiple entrants pushing the boundaries of agentic AI, the competition shows no signs of slowing down. OpenAI’s Vision for 2025 While details about Operator remain sparse, OpenAI CEO Sam Altman has hinted that the company is continually refining its models. During OpenAI’s annual Dev Day in October, Chief Product Officer Kevin Weil remarked: “I think 2025 is going to be the year that agentic systems finally hit the mainstream.” Despite the optimism, reports suggest that many leading AI companies, including OpenAI, Google, and Anthropic, are struggling to develop more advanced models. Challenges such as a lack of high-quality training data and resource constraints are cited as significant hurdles. The Road Ahead As the race to mainstream agentic AI systems intensifies, the stakes couldn’t be higher. With OpenAI’s Operator entering the fold alongside Google, Salesforce, Microsoft, and Anthropic, 2025 is shaping up to be a transformative year for AI. Whether Operator can live up to expectations—or if it will face the same scrutiny as its competitors—remains to be seen. 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

November 13, 2024in Data, Enterprise, Google, Salesforce

10Nov

Agentic AI Race

This announcement precedes the release of Salesforce’s competing Agentforce platform, set to debut for general use on Oct. 25. Salesforce CEO Marc Benioff has publicly criticized Microsoft’s AI technology, calling out Copilot’s data security risks and expressing doubts about its value for business customers.

November 10, 2024in Agentforce Platform, Data, Enterprise, Salesforce, Technology

20Sep

Agentforce Advances Copilot and Prompt Builder

Agentforce was the highlight of the week in San Francisco during Salesforce’s annual Dreamforce conference—and for good reason! Agentforce Advances Copilot and Prompt Builder and that is truly exciting. Agentforce represents a groundbreaking solution that promises to transform how individuals and organizations interact with their CRM. However, as with any major product announcement, it raises many questions. This was evident during Dreamforce, where admins and developers, eager to dive into Agentforce, had numerous queries. Here’s an in-depth look at what Agentforce is, how it operates, and how organizations can leverage it to automate processes and drive value today. Agentforce Advances Copilot and Prompt Builder Many Dreamforce attendees who anticipated hearing more about Einstein Copilot were surprised by the introduction of Agents just before the event. However, understanding the distinctions between the legacy Einstein Copilot and the new Agentforce is crucial. Agentforce Advances Copilot and Prompt Builder. Agentforce Agents are essentially a rebranding of Copilot Agents but with an essential enhancement: they expand the functionality of Copilot to create autonomous agents capable of tasks such as summarizing or generating content and taking specific actions. Here are some key changes in terminology: Just like Einstein Copilot, Agents use user input—an “utterance”—entered into the Agentforce chat interface. The agent translates this utterance into a series of actions based on configurable instructions, and then executes the plan, providing a response. Understanding Agents: Topics A key difference between Einstein Copilot and Agentforce is the addition of “Topics.” Topics allow for greater flexibility and support a broader range of actions. They organize tasks by business function, helping Agents first determine the appropriate topic and then identify the necessary actions. This topic layer reduces confusion and ensures the correct action is taken. With this structure, Agentforce can support many more custom actions compared to Copilot’s 15-20, significantly expanding capabilities. Understanding Agents: Actions Actions in Agentforce function similarly to those in Einstein Copilot. These are the tasks an agent executes once it has identified the right plan. Out-of-the-box actions are available right away, providing a quick win for organizations looking to implement standard actions like opportunity summarization or sales emails. For more customized use cases, organizations can create bespoke actions using Apex, Flows, Prompts, or Service Catalog items (currently in beta). Understanding Agents: Prompts Whenever an LLM is used, prompts are necessary to provide the right input. Thoughtfully engineered prompts are essential for getting accurate, useful responses from LLMs. This is a key part of leveraging Agent Actions effectively, ensuring better results, reducing errors, and driving productive agent behavior. Prompt Builder plays a crucial role, allowing users to build, test, and refine prompts for Agent Actions, creating a seamless experience between generative AI and Salesforce workflows. How Generative AI and Agentforce Enhance CRM GenAI tools like Agentforce offer exciting enhancements to Salesforce organizations in several ways: However, these benefits are realized only when CRM users adopt and adapt to AI-assisted workflows. Organizations must prioritize change management and training, as most users will need to adjust to this new AI-powered way of working. If your company has already embraced AI, then you are halfway there. If AI hasn’t been introduced to the workforce you need to get started yesterday. Getting Started with Agentforce With all the buzz around Dreamforce, it’s no surprise that many organizations are eager to start using Agentforce. Fortunately, there are immediate opportunities to leverage these tools. The recommended approach is to begin with standard Agent actions, testing out-of-the-box features like opportunity summarization or creating close plans. From there, organizations can make incremental tweaks to customize actions for their specific needs. We have all come to expect that just as quickly as we include agentic ai into our processes and flows, Salesforce will add additional features and capabilities. As teams become more familiar with developing and deploying Agent actions, more complex use cases will become manageable, transforming the traditional point-and-click Salesforce experience into a more intelligent, agent-driven platform. Already I find myself asking, “is this an agent person or an ai-agent”? The day is coming, no doubt, when the question will be reversed. Tectonic’s AI Experts Can Help Interested in learning more about Agentforce or need guidance on getting started? Tectonic specializes in AI and analytics solutions within CRM, helping organizations unlock significant productivity gains through AI-based tools that optimize business processes. We are excited to enable you to enable Agentforce to Advance Copilot and Prompt Builder By Tectonic’s Solutions Architect, Shannan Hearne 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

September 20, 2024in AI Tools, Data, Einstein 1 Platform, Einstein Insights, Generative AI, Salesforce, Salesforce Einstein, Salesforce Implementation Services, Salesforce Marketing Automation, Salesforce Optimization

07May

AI Data Foundation

In the era of AI, the Data Foundation is crucial for empowering AI-driven customer experiences. Data Cloud emerges as a unifying force, seamlessly integrating data to fuel transformative AI encounters and elevate customer-centricity. Beyond mere data management, Data Cloud represents a significant advancement, enabling profound insights by harmonizing diverse data sources with CRM data from the Salesforce platform. This convergence facilitates the unlocking of actionable insights critical for informed decision-making. In a strategic collaboration, Salesforce and AWS extend their partnership to enhance AI capabilities. AWS AI services are integrated into Salesforce’s Einstein Trust Layer, empowering Data Cloud with seamless access to AWS data services and compute resources. Additionally, Data Cloud and other Salesforce offerings are now accessible through the AWS Marketplace, streamlining procurement processes. This insight explores how Data Cloud unifies vast and varied business data with CRM data from the Salesforce Einstein Platform. It serves as a robust foundation for AI-powered customer experiences, providing businesses with unprecedented insights into their data universe. With Data Cloud, businesses can seamlessly combine CRM data with diverse sources, including transactional data, IoT device data, and social media interactions. This consolidation fosters a single source of truth, enhancing decision-making and the relevance of AI models. Unlike traditional approaches that involve laborious data movement, Data Cloud operates on AWS infrastructure, enabling seamless data connectivity and preparation without the need for ETL processes. Leveraging Apache Iceberg and Salesforce’s contributions, Data Cloud ensures data consistency, flexibility, and interoperability, essential for AI-driven insights. Moreover, Data Graphs offer a novel approach to assemble and rapidly access data collections from disparate sources, facilitating grounded AI experiences. Through Model Builder and Einstein Copilot Studio, businesses can seamlessly access Data Cloud data in Amazon SageMaker for custom AI model creation without ETL overheads. This partnership between Salesforce and AWS represents a paradigm shift in data management and AI integration. By combining Salesforce’s customer-centric approach with AWS’s scalable infrastructure, Data Cloud empowers businesses to harness AI as a practical tool for growth and innovation in the digital era. 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

May 7, 2024in Data, Einstein 1 Platform, Salesforce, Salesforce Einstein

09Apr

What is Salesforce Einstein 1?

The bold new future of enterprise AI requires a new type of platform. What is Salesforce Einstein 1? One platform that can handle terabytes of disconnected data, gives you the freedom to choose your AI models, and connects directly into the flow of work, all while maintaining customer trust. The Einstein 1 Platform unifies your data, AI, CRM, development, and security into a single, comprehensive platform. It empowers IT, admins, and developers with an extensible AI platform, facilitating fast development of generative apps and automation. What is Salesforce Einstein 1 Einstein 1 has a mixture of artificial intelligence tools on the platform, and it kind of mirrors the way the core Salesforce platform is built, standardized and custom. We have out of the box AI features such as sales email generation in Sales Cloud, and service replies in Service Cloud. What is Einstein One? Einstein One seamlessly integrates our robust data platform with Data Cloud, offering a comprehensive AI and data-driven solution within our CRM service. As the leading comprehensive AI for CRM, Salesforce Einstein transforms the Customer Success Platform by incorporating a suite of integrated AI technologies, making it more intelligent and accessible to innovators worldwide. Introducing the Einstein One Platform The future of enterprise AI demands a groundbreaking platform capable of managing terabytes of diverse data, providing the flexibility to select AI models, and seamlessly integrating into daily workflows while maintaining customer trust. The Einstein One Platform consolidates data, AI, CRM, development, and security into a singular, comprehensive platform. It empowers IT, administrators, and developers with an extensible AI platform, facilitating rapid development of generative apps and automation. Salesforce has made significant investments in enhancing the Einstein One platform by introducing two prompt engineering features – a testing center and prompt engineering suggestions, demonstrating the company’s commitment to advancing AI capabilities. Data-driven and AI-driven customer experiences are vital in constructing Data Cloud. Salesforce’s predictive AI, Einstein, has been operational since 2016, conducting over a trillion predictions per week. The company continuously evolves its capabilities, introducing generative AI products like Einstein GPT, discussed at Dreamforce [2023]. ‘Customer 360′ now represents Salesforce customers’ ability to transform into customer-centric entities, delivering integrated and cohesive experiences across sales, marketing, service, and commerce. Leveraging Data Cloud, structured and unstructured engagement data comes alive, offering a personalized perspective of customer interactions. Einstein is accessible through various Salesforce products, including Sales Cloud, Service Cloud, Marketing Cloud, Salesforce Platform, Analytics Cloud, and Community Cloud. What is the Einstein One platform? Salesforce’s Einstein One is a transformative platform that securely integrates data, connects multiple Salesforce products, and empowers customer-centric businesses to create AI-driven apps, revolutionizing CRM interactions. What applications are connected with the Einstein One platform? Einstein Trust Layer: Ensuring the security of generative AI applications within Salesforce, this application acts as a safeguard for data, preventing unauthorized access. Data Cloud: Unifying structured and unstructured data, Data Cloud completes the customer 360 profile, integrating seamlessly with the Einstein One platform and making data actionable. Einstein Copilot: A built-in conversational assistant, Einstein Copilot enables users to ask questions in Natural Language and receive intelligent answers, actions, and more. Copilot Studio: An essential component of Einstein One, Copilot Studio manages Einstein One and Einstein Copilot, allowing businesses to control user access and use generative AI in their workspace. Prompt Builder, Skill Builder, Model Builder: Tools within Copilot Studio, these components empower businesses to create trusted AI prompts, add skills to user access, and choose AI models. What is Data Cloud for Einstein One? Data Cloud, combined with the Einstein Trust Layer, provides secure access to a unified data repository, forming a reliable resource for complete customer profiles and supporting AI assistants. Data Cloud facilitates valuable visualizations through reports, dashboards, and tools like Tableau, offering insights to enhance understanding of customers and business operations. What will Einstein One do for businesses? Einstein One aims to: Increase productivity Reduce operational costs Enhance the delivery of exceptional customer experiences The debut of Einstein One marks a significant stride for Salesforce and businesses, offering a secure path to boost productivity through AI technologies, ensuring continuous access to cutting-edge technologies for businesses. Where can generative AI impact businesses today? Generative AI has the potential to impact businesses by enhancing repetitive processes, making them faster. Exploring text-based processes, such as repetitive emails or form filling, is a great starting point for businesses looking to enhance capabilities. What can generative AI do for sales, service, field service teams? Generative AI can positively impact teams by automating processes, offering intelligent insights, and improving overall efficiency. Specific use cases for generative AI in sales, service, and field service teams can be explored through Salesforce’s 101 video series. What does Einstein One Tableau do? Einstein One Data Cloud, formerly known as Genie, serves as a metadata management tool connecting data from various sources. It makes data usable for AI and analysis, integrating with Einstein One, Tableau, and Salesforce’s CRM applications. Is Salesforce Einstein the same as Tableau? Formerly known as Einstein Analytics, Tableau CRM is Salesforce’s premium analytic platform, offering a powerful way to explore data, especially for current Salesforce users. Salesforce has renamed Einstein Analytics to Tableau CRM, reflecting its commitment to empowering users to make better decisions faster. In essence, the Einstein One platform combines Salesforce Data Cloud, Einstein Copilot, and the Einstein Trust Layer, providing a comprehensive solution for secure and connected data, facilitating generative AI on a comprehensive platform. Salesforce’s Einstein One Platform & the Data-Driven Revolution This innovation has the potential to revolutionize the way businesses interact with their customers. In this insight, we delve deeper into this transformative development, offering valuable insights, considerations for implementation, and the indispensable expertise of Tectonic as a data-oriented technology partner. Salesforce Data Cloud and Einstein AI are now seamlessly integrated into the Einstein One Platform. This integration empowers companies to effortlessly connect their diverse data sources, enabling the creation of AI-driven applications with minimal coding effort. Moreover, it forges a cohesive view of your data across

April 9, 2024in Artificial Intelligence, Data, Einstein 1 Platform, Einstein Insights, Enterprise, Generative AI, Google, Mulesoft, Salesforce, Salesforce Data Cloud, Salesforce Einstein, Salesforce Sales Cloud, Technology

07Mar

Einstein Trust Layer Explained

The Einstein Trust Layer, seamlessly integrated into the Salesforce Platform, serves as a secure AI architecture designed to meet enterprise security standards. This foundational layer prioritizes stringent security measures, allowing teams to harness the power of generative AI without compromising customer data. Simultaneously, it empowers companies to make the most of their trusted data, thereby enhancing the precision of generative AI responses. Key features of the Einstein Trust Layer include: Integrated and Grounded: An inherent component of every Einstein Copilot, the Trust Layer ensures that generative prompts are firmly rooted and enriched in trusted company data. Its integration with Salesforce Data Cloud establishes a seamless connection, reinforcing the reliability and relevance of generative responses. Zero-Data Retention and PII Protection: Companies can trust that their data will never be retained by third-party Large Language Model (LLM) providers. The Trust Layer incorporates masking techniques for personally identifiable information (PII), ensuring an added layer of data privacy. Toxicity Awareness and Compliance-Ready AI Monitoring: A dedicated safety-detector LLM within the Trust Layer acts as a guard against toxicity, assessing risks to brand reputation by scoring AI generations. This scoring mechanism instills confidence in the safety of responses. Moreover, each AI interaction is meticulously recorded in a secure, monitored audit trail, providing companies with visibility and control over how their data is utilized and ensuring compliance readiness. In alignment with Microsoft’s introduction of Copilot solutions powered by generative AI, Salesforce is leveraging the capabilities of Large Language Models (LLMs) to empower professionals in sales, marketing, and customer service. Building on Salesforce’s existing suite of Einstein AI features, the company unveiled “Einstein 1” this year—a next-generation suite of tools empowering users to seamlessly integrate AI into their everyday workflows. At the core of this advancement is the Einstein Copilot solution, complemented by the new Copilot studio and the Einstein Trust Layer. Like2 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

March 7, 2024in Einstein 1 Platform

02Mar

Einstein Copilot Studio Explained

Einstein Copilot Studio Explained: Crafting and Personalizing a Reliable AI Assistant Enterprises aiming to personalize Einstein Copilot can leverage the newly introduced Einstein Copilot Studio. This platform enables the construction and customization of AI assistants, incorporating pertinent prompts, skills, and AI models tailored for specific sales, service, marketing, commerce, and IT tasks. Beyond the confines of Salesforce applications, companies can seamlessly integrate Einstein Copilot into consumer-facing channels. This extension enhances customer interactions by embedding AI assistants into websites for real-time chat capabilities or integrating with popular messaging platforms such as Slack, WhatsApp, or SMS. Einstein Copilot Studio comprises the following key components: Just as Microsoft has introduced its own Copilot solutions, powered by generative AI, Salesforce is tapping into the power of LLMs to empower sales, marketing, and customer service professionals. Building on Salesforce’s existing range of Einstein AI features, the company announced “Einstein 1” this year – the next generation of the Salesforce platform. Einstein 1 is a comprehensive suite of tools that empowers users to bring AI into their everyday workflows. The Einstein Copilot (Salesforce Copilot) solution is at the core of this solution, alongside the new Copilot studio and the Einstein Trust Layer. Contact Tectonic today to explore the value of Einstein Copilot Studio for your company., Like2 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

March 2, 2024in Einstein 1 Platform

28Dec

What’s Included in Einstein Copilot Studio?

Christmas came early this year with Salesforce’s announcement of Einstein Copilot Studio. Einstein Copilot Studio will encompass the following features: By Tectonic’s Salesforce Marketing Consultant, Shannan Hearne 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

December 28, 2023in Einstein 1 Platform, Salesforce Einstein

18Dec

Introducing Salesforce Einstein Copilot

Einstein Copilot introduces a cutting-edge generative A. Powered by a conversational assistant seamlessly embedded within every Salesforce application. Its strategically enhancing workflow and yielding substantial gains in productivity. Announced at Dreamforce 2023, in case you missed it, read on. The newly integrated Einstein 1 Data Cloud, part of the Einstein 1 Platform, allows customers to establish a unified customer profile. By connecting any data source. This integration infuses AI, automation, and analytics into every customer experience, fostering a comprehensive approach. Salesforce Einstein Copilot Studio Einstein Copilot Studio provides organizations with the flexibility to tailor Einstein Copilot. A Salesforce tool used according to specific business requirements. It incorporates the Einstein Trust Layer, ensuring the protection of sensitive data while leveraging trusted information to enhance generative AI responses. Unlike other generative AI copilot solutions, Einstein Copilot is natively integrated into the world’s leading AI CRM – Salesforce. Seamlessly tapping into data from various Salesforce applications. This integration ensures more accurate AI-powered recommendations and content generation. Data Cloud The Data Cloud serves as the foundation for Einstein Copilot. Data Cloud offers real-time, consolidated views of customers or entities. With Data Cloud, creating a data graph is simplified, enabling the generation of AI-powered apps with a single click, eliminating the need for manual data queries or joins. Einstein Trust Layer The Einstein Trust Layer, an integral part of the Einstein 1 Platform, ensures the secure retrieval of relevant data from Data Cloud. Before sending it to the Language Model (LLM), proprietary, sensitive, or confidential information is masked, maintaining a high level of data security and compliance. Copilot for Sales aligns with existing CRM access controls and user permissions. Salesforce requires ensuring administrators and users have the necessary permissions for customization and data management within Copilot for Sales. Salesforce Copilot service functions similarly to other generative AI tools in the customer experience landscape, responding to customer queries automatically with personalized answers grounded in company data. Einstein Copilot & Search, anticipated for availability from February 2024, is set to leverage Data Cloud unstructured support. It will be ushering in a new era where Generative AI-based apps redefine the user interface. Thereby allowing seamless interactions and conversations with applications. This transformative shift signifies a significant milestone in Enterprise Software, with Salesforce actively participating in this evolving landscape. Copilot for Sales How is Copilot for Sales different from Copilot for Microsoft 365? Microsoft Copilot for Sales is an AI assistant designed for sellers that brings together the capabilities of Copilot for Microsoft 365 with seller-specific insights and workflows. What Salesforce just did is drop the GPT name and go with Copilot, By endorsing the Microsoft branding it announced earlier this year with Microsoft Copilot for Microsoft 365 and CoPilot for Dynamics 365. 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

December 18, 2023in AI Tools, Data, Einstein 1 Platform, Enterprise, Generative AI, Salesforce, Salesforce Data Cloud, Salesforce Einstein

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