Corporate Archives - gettectonic.com - Page 9
Otter AI S-Docs and Salesforce
17May

Otter AI S-Docs and Salesforce

Numerous vendors in the enterprise software market are currently emphasizing their AI capabilities, envisioning a future where AI can address a wide array of global challenges, from healthcare to climate change. While the realization of these claims remains uncertain, the practical and impactful applications of AI in everyday scenarios often go unnoticed. There exists ample opportunity for leveraging AI tools that are readily available and require minimal setup to enhance efficiency. Otter AI S-Docs and Salesforce. One such example is S-Docs, a document automation vendor integrated natively on the Salesforce platform, which is harnessing Otter.ai, an AI transcription service, to revolutionize its sales process and product development. S-Docs is seamlessly integrating Otter.ai into its digital collaboration tools, enabling automatic transcription during sales calls. This not only aids sales representatives in navigating diverse dialects but also streamlines post-call administrative tasks, prompting quicker action. Moreover, the product development team at S-Docs is leveraging Otter.ai to analyze the transcribed content from sales calls and incorporate insights into its product feedback loop. This integration was sparked by S-Docs’ CTO, Anand Narasimhan, who discovered Otter.ai through a LinkedIn connection and recognized its potential value for the business. Initially used during team calls and sprint reviews, Otter.ai’s high transcription accuracy and insightful summaries impressed Narasimhan and his colleague, Keith Bossier, VP of Sales at S-Docs. Subsequently, Otter.ai was adopted by the sales and customer success teams, offering benefits that surpassed those of their previous provider, Gong. For the sales team, Otter.ai significantly reduces the administrative burden by providing real-time transcriptions, catch-all summaries, and key takeaways from meetings. This facilitates quicker follow-ups and enhances the overall customer experience. Buoyed by the success in sales, S-Docs is exploring avenues to expand the use of Otter.ai across its business. Bossier envisions leveraging transcripts from sales calls for onboarding new representatives, while Narasimhan explores integrating the captured content into the product development cycle. Additionally, they are collaborating with Otter.ai to introduce automated action items directly into the S-Docs platform, further streamlining operations and enhancing efficiency. As S-Docs continues to innovate and optimize its processes with Otter.ai, it exemplifies the tangible benefits of leveraging AI in practical business scenarios. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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May 17, 2024in Salesforce, Salesforce Einstein, Salesforce Optimization, Salesforce Sales Cloud
Einstein Web Recommendations
16May

Einstein Web Recommendations

Einstein Web Recommendations leverage Einstein’s capabilities to analyze user behavior, construct preference profiles, and deliver personalized content tailored to each website visitor. Utilize application scenarios to fine-tune recommendations according to your specific business rules. Web Recommendations are provided through two methods: a JSON response or HTML/JS. While the JSON response is the recommended delivery method due to its flexibility, HTML/JS can be used if the web team is unable to work with JSON. As the JSON method allows for greater flexibility, you are responsible for parsing and styling the recommendations within your web environment. Marketing Cloud Einstein Recommendations enable the creation of product or content recommendations for display on your website. The Einstein Recommendation Engine necessitates a minimum of three active items in your product catalog. Incorporate any catalog field into the web recommendation call, emphasizing a clear understanding of the data driving recommendations during catalog setup. A unique web recommendation call is generated for each page type, with Home, Product, Category, Cart, and Conversion pages recommended as a best practice. However, there is no restriction on the number of pages that can be configured in the UI. Page templates are utilized by Einstein Recommendations, treating a Product Page as a template for building personalized recommendations specific to a product page. Different types of page templates may have distinct scenarios and contexts. For instance, recommendations on a product page may be based on the viewed product, adding context. Conversely, homepage recommendations rely on overall user affinity, lacking specific context. Integrate the Einstein Web Recommendations code into the designated page’s code, incorporating both the JavaScript for the recommendation call and the HTML recommendation zone placeholder provided. Select and configure the content to be included in your web recommendations: Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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May 16, 2024in Generative AI, Salesforce Einstein
How AI is Raising the Stakes in Phishing Attacks
13Apr

How AI is Raising the Stakes in Phishing Attacks

Cybercriminals are increasingly using advanced AI, including tools like ChatGPT, to execute highly convincing phishing campaigns that mimic legitimate communications with uncanny accuracy. As AI-powered phishing becomes more sophisticated, cybersecurity practitioners must adopt AI and machine learning defenses to stay ahead. What are AI-Powered Phishing Attacks? Phishing, a long-standing cybersecurity issue, has evolved from crude scams into refined attacks that can mimic trusted entities like Amazon, postal services, or colleagues. Leveraging social engineering, these scams trick people into clicking malicious links, downloading harmful files, or sharing sensitive information. However, AI is elevating this threat by making phishing attacks more convincing, timely, and challenging to detect. General Phishing Attacks Traditionally, phishing emails were often easy to spot due to grammatical errors or poor formatting. AI, however, eliminates these mistakes, creating messages that appear professionally written. Additionally, AI language models can gather real-time data from news and corporate sites, embedding relevant details that create urgency and heighten the attack’s credibility. AI chatbots can also generate business email compromise attacks or whaling campaigns at a massive scale, boosting both the volume and sophistication of these threats. Spear Phishing Spear phishing involves targeting specific individuals with highly customized messages based on data gathered from social media or data breaches. AI has supercharged this tactic, enabling attackers to craft convincing, personalized emails almost instantly. During a cybersecurity study, AI-generated phishing emails outperformed human-crafted ones in terms of convincing recipients to click on malicious links. With the help of large language models (LLMs), attackers can create hyper-personalized emails and even deepfake phone calls and videos. Vishing and Deepfakes Vishing, or voice phishing, is another tactic on the rise. Traditionally, attackers would impersonate someone like a company executive or trusted colleague over the phone. With AI, they can now create deepfake audio to mimic a specific person’s voice, making it even harder for victims to discern authenticity. For example, an employee may receive a voice message that sounds exactly like their CFO, urgently requesting a bank transfer. How to Defend Against AI-Driven Phishing Attacks As AI-driven phishing becomes more prevalent, organizations should adopt the following defense strategies: How AI Improves Phishing Defense AI can also bolster phishing defenses by analyzing threat patterns, personalizing training, and monitoring for suspicious activity. GenAI, for instance, can tailor training to individual users’ weaknesses, offer timely phishing simulations, and assess each person’s learning needs to enhance cybersecurity awareness. AI can also predict potential phishing trends based on data such as attack frequency across industries, geographical locations, and types of targets. These insights allow security teams to anticipate attacks and proactively adapt defenses. Preparing for AI-Enhanced Phishing Threats Businesses should evaluate their risk level and implement corresponding safeguards: AI, and particularly LLMs, are transforming phishing attacks, making them more dangerous and harder to detect. As digital footprints grow and personalized data becomes more accessible, phishing attacks will continue to evolve, including falsified voice and video messages that can trick even the most vigilant employees. By proactively integrating AI defenses, organizations can better protect against these advanced phishing threats. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more Tectonic’s Successful Salesforce Track Record Salesforce Technology Services Integrator – Tectonic has successfully delivered Salesforce in a variety of industries including Public Sector, Hospitality, Manufacturing, Read more

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April 13, 2024in Data, Technology
ai voice agent
11Apr

Voice Agents

A voice agent, also known as a voice AI agent, is a system that uses artificial intelligence (AI) to understand, interpret, and respond to human speech, enabling natural, conversational interactions for tasks like answering questions, providing information, or completing actions. Functionality:Voice agents use technologies like natural language processing (NLP) and machine learning to engage in conversations, answer queries, and perform tasks, much like a customer service representative would. Voice AI agents represent a transformative leap in how humans interact with technology. These sophisticated systems combine speech recognition, natural language understanding, and human-like speech synthesis to enable fluid, real-time conversations. Unlike traditional AI tools, voice AI agents can autonomously reason, make decisions, and execute tasks—revolutionizing industries from customer service to healthcare. What Are Voice AI Agents? Voice AI agents are autonomous software systems that:✔ Understand spoken language (speech recognition).✔ Reason like humans (powered by large language models).✔ Respond with natural-sounding speech (text-to-speech synthesis).✔ Perform tasks with minimal human intervention (agentic workflows). They excel in 24/7 interactive services, such as customer support, personal assistants, and accessibility tools, offering human-like interactions at scale. How Voice AI Agents Work Voice AI agents integrate multiple AI disciplines: 1. Speech Recognition (ASR) 2. Natural Language Understanding (NLU) 3. Decision-Making & Task Execution 4. Speech Synthesis (TTS) Key Advancements Over Traditional Assistants Feature Virtual Assistants (Siri, Alexa) Modern Voice AI Agents Reasoning Limited, scripted responses Dynamic, LLM-powered decisions Task Complexity Single-step commands Multi-step workflows Adaptability Static knowledge Learns from interactions Personalization Basic user profiles Context-aware responses Architecture of a Voice AI Agent A typical client-server setup includes: Client-Side Server-Side Communication Protocols: Challenges & Limitations Despite rapid progress, voice AI agents still face hurdles: 🔹 Accents & Dialects – Performance drops with underrepresented languages.🔹 Speech Disorders – Struggles with stuttering or atypical speech patterns.🔹 Continuous Learning – Requires frequent retraining to stay current.🔹 Privacy Concerns – Handling sensitive voice data securely. How to Build a Voice AI Agent Real-World Applications ✅ Customer Service – Automated call centers (Vapi, Skit.ai).✅ Healthcare – Voice assistants for patients & diagnostics.✅ Education – Personalized tutoring & language learning.✅ Accessibility – Assistive tech for visually impaired (Be My AI).✅ Smart Homes – Voice-controlled IoT devices (Alexa, Google Home). The Future of Voice AI Agents As LLMs, speech synthesis, and agentic frameworks improve, voice AI will: However, ethical AI development remains critical to address biases, privacy, and security. Final Thoughts Voice AI agents are reshaping human-computer interaction, moving beyond rigid chatbots to true conversational partners. Businesses adopting this tech early will gain a competitive edge—while those lagging risk obsolescence. The era of talking machines is here. Are you ready? Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more Tectonic’s Successful Salesforce Track Record Salesforce Technology Services Integrator – Tectonic has successfully delivered Salesforce in a variety of industries including Public Sector, Hospitality, Manufacturing, Read more

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April 11, 2024in AI Tools, Artificial Intelligence, Data, Enterprise, Google, Technology
Slack and Salesforce
10Apr

AI in Slack

Introducing AI in Slack If you are unfamiliar with the Slack collaboration tool, learn more here. Incorporating Artificial Intelligence (AI) into Slack marks a significant milestone, one that is a real gamechanger. Slack’s ability to consolidate projects, data, and conversations into one platform has been a time saver for businesses, fostering collaboration and enhancing productivity. Now, with the introduction of native AI features, users can leverage their collective knowledge more efficiently than ever before. “For the past decade, Slack has transformed the way we work, facilitating seamless integration of people, apps, and systems. With Slack AI, we’re poised to elevate this transformation further. These new AI capabilities empower our customers to tap into the wealth of knowledge within Slack, enabling smarter work processes, faster decision-making, and more focus on innovation and growth.” Denise Dresser, CEO of Slack Enhancing Work Efficiency with AI The traditional approach to work often comes with productivity challenges, particularly when employees lack access to critical, time based information. Studies reveal that nearly half of digital workers struggle to find necessary information, leading to suboptimal decision-making. By integrating AI features into Slack, users can instantly access contextual information related to any project or policy within their organization’s history. This streamlines workflows and enables teams to make better-informed decisions efficiently. Slack’s Commitment to Simplified Work Processes Slack has always aimed to simplify work processes, bringing conversations, automation, and productivity tools into one unified platform. From channel-based discussions to real-time collaboration and process automation, Slack offers a comprehensive solution for teams. Moreover, Slack seamlessly integrates with popular tools like Salesforce, Workday, and Google Drive, facilitating smoother business operations and accelerating task completion. AI in Slack With Slack’s channel-based model serving as the foundation, users can create a centralized repository of information. Every message, canvas, and clip contributes to this repository, forming a searchable database of collective knowledge. Intelligent search functionality further enhances accessibility, enabling users to retrieve relevant information effortlessly. AI-powered features, such as channel recaps, thread summaries, and search answers, revolutionize how teams interact with information. Channel recaps provide key highlights from discussions, allowing users to catch up quickly and make informed decisions. Thread summaries condense lengthy conversations, facilitating faster comprehension and decision-making. Additionally, search answers offer concise responses to queries, leveraging relevant Slack messages to provide valuable insights. Embracing AI for Future Growth As businesses recognize the potential of AI to drive efficiency and productivity, Slack’s AI features offer a seamless transition. By embedding AI tools directly into the Slack workspace, users can harness the power of AI effortlessly, without the need for complex configurations or separate applications. Overall, Slack AI empowers teams to reach their full potential by leveraging corporate knowledge effectively. With AI-driven insights at their fingertips, teams can save time, make better decisions, and drive meaningful outcomes for their organizations. AI in Slack Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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April 10, 2024in Salesforce, Salesforce Einstein, Salesforce Implementation Services, Salesforce Slack
What is Salesforce Einstein 1
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

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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
Legacy Salesforce URL Redirection Retires
31Mar

Legacy Salesforce URL Redirection Retires

Legacy Salesforce URL Redirection Retires – Salesforce Announcement Security Notification At Salesforce, we understand that the confidentiality, integrity, and availability of your data is vital to your business, and we take the protection of your data very seriously. We’re writing to remind you that redirections for some of your Salesforce orgs’ URLs stop in the Winter ’25 release, starting in August 2024 for sandboxes and in September 2024 for production orgs. We highly encourage you to test for this change and update all references to your previous URLs before those redirections stop. Security Notification Why the Change? To comply with the latest browser and security standards, Salesforce recently required that customers deploy enhanced domains. This feature updated the hostname formats for the domains that serve Salesforce orgs. To reduce the impact of this change, your previous hostnames are redirected by default. However, to meet Salesforce security standards, some of the previous domains will be retired in 2024. The corresponding redirections stop in the Winter ’25 release. Why the Change? Actions Required Review the affected hostnames and how you can disable the redirections for testing. For details, see Prepare for the End of Redirections for Non-Enhanced Domains in Salesforce Help. Additional Resources Salesforce Enhanced Domains FAQSalesforce Help: Prepare for the End of Redirections for Non-Enhanced DomainsSalesforce Help: Log My Domain Hostname RedirectionsSalesforce Help: Enhanced Domains TimelineTo ask questions about enhanced domains, visit our monitored My Domain and Enhanced Domains group in the Trailblazer Community.We appreciate your trust in us as we continue to make your success and security our top priorities. Additional Resources Legacy Salesforce URL Redirection Retires Prepare for the End of Redirections for Non-Enhanced Domains After enhanced domains are deployed, your previous non-enhanced hostnames are redirected. Those redirections stop in Winter ’25, starting in August 2024 for sandboxes.. Review the affected hostnames and how you can disable the redirections to test before Salesforce disables them. REQUIRED EDITIONS Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience Available in: Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions After enhanced domains are deployed, Salesforce redirects two categories of non-enhanced hostnames. To see if redirections are in place for a previous My Domain, check the Redirections section of the My Domain Setup page. NOTE My Domain URL redirections help prevent disruption, but they’re not intended as a permanent solution. Not all services work well with redirections, and a redirection adds a step to the process of loading the final web page. When you deploy enhanced domains, we highly recommend that you disable redirections during testing and update all references to your old URLs. Track the Source of Redirections You can search the metadata for your org to determine where the impacted URLs are used in Salesforce, but discovering all the other places that your URLs are used can be more complex. For example, site URLs and content URLs can be used on your website, social media pages, marketing materials, and templates such as email signatures and automated responses. To help you identify these locations outside of Salesforce, the Hostname Redirects log includes the referrer and origin sent with each request that Salesforce redirects. For more information, see Log My Domain Hostname Redirections. Notify Users During Redirections To help your users update outdated links and bookmarks, display a brief message during the redirection that provides the current URL. See Manage My Domain Redirections. Previous *.force.com Site Hostnames When you enable and deploy enhanced domains, the hostname formats change for your Experience Cloud sites and Salesforce Sites. To minimize potential disruption, the *.force.com hostnames that Salesforce hosted for your sites are redirected to your current site hostnames. Those redirections remain in place until Winter ’25 or until you disable these redirections. To disable these redirections for testing purposes, use an option in the Redirections section of the My Domain page and test. For more information, see Disable Redirections for Your Previous Force.com Site URLs. For the replacement format for each of these hostnames, see My Domain URL Format Changes When You Enable Enhanced Domains. To better understand the purpose of each hostname type and whether it applies to you, see My Domain Hostnames. Here are the *.force.com site hostnames for a production org that are temporarily redirected after you enable and deploy enhanced domains. Here are the .*force.com site hostnames for a sandbox that are temporarily redirected after you enable and deploy enhanced domains. Other Non-Enhanced My Domain Hostnames When you enable and deploy enhanced domains, your other previous non-enhanced My Domain hostnames are redirected. Those redirections remain in place until Winter ’25 or until you disable these redirections. For the type and the replacement format for each of these hostnames, see My Domain URL Format Changes When You Enable Enhanced Domains. To better understand the purpose of each hostname type and whether it applies to you, see My Domain Hostnames. NOTE If you deploy another My Domain change after you enable and deploy enhanced domains, these hostnames are no longer redirected. For more information, see Understand Redirections for Previous My Domain Hostnames. To disable the redirections of these non-enhanced My Domain hostnames for testing purposes, you can temporarily disable your previous My Domain. For more information, see Disable or Remove Your Previous My Domain. Here are the non-enhanced hostnames for a production org that are temporarily redirected after you enable and deploy enhanced domains. Here are the non-enhanced hostnames for a sandbox that are temporarily redirected after you enable and deploy enhanced domains. 1 If your installed package is unmanaged, the package name is c. Instanced URLs Without My Domain If your org was created before October 2020, you didn’t get a My Domain by default. In that case, your users accessed Salesforce with these hostnames that contained your instance name but not your My Domain name. These hostnames are redirected if the Instanced URL setting in the Redirections section on the My Domain Setup page is set to Redirect to the same page within the domain

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March 31, 2024in Hyperforce, Salesforce, Salesforce Experience Cloud
Where Will AI Take Us?
26Mar

Where Will AI Take Us?

Author Jeremy Wagstaff wrote a very thought provoking article on the future of AI, and how much of it we could predict based on the past. This insight expands on that article. Artificial Intelligence (AI) refers to the simulation of human intelligence in machines that are programmed to think and learn. These machines can perform tasks that typically require human intelligence, such as visual perception, speech recognition, decision-making, and language translation. Many people think of artificial intelligence in the vein of how they personally use it. Some people don’t even realize when they are using it. Artificial intelligence has long been a concept in human mythology and literature. Our imaginations have been grabbed by the thought of sentient machines constructed by humans, from Talos, the enormous bronze automaton (self-operating machine) that safeguarded the island of Crete in Greek mythology, to the spacecraft-controlling HAL in 2001: A Space Odyssey. Artificial Intelligence comes in a variety of flavors, if you will. Artificial intelligence can be categorized in several ways, including by capability and functionality: You likely weren’t even aware of all of the above categorizations of artificial intelligence. Most of us still would sub set into generative ai, a subset of narrow AI, predictive ai, and reactive ai. Reflect on the AI journey through the Three C’s – Computation, Cognition, and Communication – as the guiding pillars for understanding the transformative potential of AI. Gain insights into how these concepts converge to shape the future of technology. Beyond a definition, what really is artificial intelligence, who makes it, who uses it, what does it do and how. Artificial Intelligence Companies – A Sampling AI and Its Challenges Artificial intelligence (AI) presents a novel and significant challenge to the fundamental ideas underpinning the modern state, affecting governance, social and mental health, the balance between capitalism and individual protection, and international cooperation and commerce. Addressing this amorphous technology, which lacks a clear definition yet pervades increasing facets of life, is complex and daunting. It is essential to recognize what should not be done, drawing lessons from past mistakes that may not be reversible this time. In the 1920s, the concept of a street was fluid. People viewed city streets as public spaces open to anyone not endangering or obstructing others. However, conflicts between ‘joy riders’ and ‘jay walkers’ began to emerge, with judges often siding with pedestrians in lawsuits. Motorist associations and the car industry lobbied to prioritize vehicles, leading to the construction of vehicle-only thoroughfares. The dominance of cars prevailed for a century, but recent efforts have sought to reverse this trend with ‘complete streets,’ bicycle and pedestrian infrastructure, and traffic calming measures. Technology, such as electric micro-mobility and improved VR/AR for street design, plays a role in this transformation. The guy digging out a road bed for chariots and Roman armies likely considered none of this. Addressing new technology is not easy to do, and it’s taken changes to our planet’s climate, a pandemic, and the deaths of tens of millions of people in traffic accidents (3.6 million in the U.S. since 1899). If we had better understood the implications of the first automobile technology, perhaps we could have made better decisions. Similarly, society should avoid repeating past mistakes with AI. The market has driven AI’s development, often prioritizing those who stand to profit over consumers. You know, capitalism. The rapid adoption and expansion of AI, driven by commercial and nationalist competition, have created significant distortions. Companies like Nvidia have soared in value due to AI chip sales, and governments are heavily investing in AI technology to gain competitive advantages. Listening to AI experts highlights the enormity of the commitment being made and reveals that these experts, despite their knowledge, may not be the best sources for AI guidance. The size and impact of AI are already redirecting massive resources and creating new challenges. For example, AI’s demand for energy, chips, memory, and talent is immense, and the future of AI-driven applications depends on the availability of computing resources. The rise in demand for AI has already led to significant industry changes. Data centers are transforming into ‘AI data centers,’ and the demand for specialized AI chips and memory is skyrocketing. The U.S. government is investing billions to boost its position in AI, and countries like China are rapidly advancing in AI expertise. China may be behind in physical assets, but it is moving fast on expertise, generating almost half of the world’s top AI researchers (Source: New York Times). The U.S. has just announced it will provide chip maker Intel with $20 billion in grants and loans to boost the country’s position in AI. Nvidia is now the third largest company in the world, entirely because its specialized chips account for more than 70 percent of AI chip sales. Memory-maker Micro has mostly run out of high-bandwidth memory (HBM) stocks because of the chips’ usage in AI—one customer paid $600 million up-front to lock in supply, according to a story by Stack. Back in January, the International Energy Agency forecast that data centers may more than double their electrical consumption by 2026 (Source: Sandra MacGregor, Data Center Knowledge). AI is sucking up all the payroll: Those tech workers who don’t have AI skills are finding fewer roles and lower salaries—or their jobs disappearing entirely to automation and AI (Source: Belle Lin at WSJ). Sam Altman of OpenAI sees a future where demand for AI-driven apps is limited only by the amount of computing available at a price the consumer is willing o pay. “Compute is going to be the currency of the future. I think it will be maybe the most precious commodity in the world, and I think we should be investing heavily to make a lot more compute.” Sam Altman, OpenAI CEO This AI buildup is reminiscent of past technological transformations, where powerful interests shaped outcomes, often at the expense of broader societal considerations. Consider early car manufacturers. They focused on a need for factories, components, and roads.

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March 26, 2024in Generative AI
Big Marketing Strategies for Small Businesses
22Mar

Big Marketing Strategies for Small Businesses

Smart Marketing Strategies for SMBs and Startups on a Budget Running a small or medium-sized business (SMB) or startup means finding creative ways to attract customers while maximizing limited resources. While marketing on a tight budget may seem challenging, the right approach can turn constraints into opportunities. Read on to discover great big tactics for little businesses. With a mix of technology and creativity, you can effectively grow your business without overspending. In fact, 76% of SMBs are investing more in technology this year than last. With a strategic mindset and the right tools, budget-conscious marketing can be just as impactful as big-budget campaigns. Build a Cost-Effective Website Start your marketing journey with a free or low-cost website—your business’s digital storefront. You don’t need a massive investment to make your site engaging and effective. With easy-to-use ecommerce platforms, you can create a clean, user-friendly site that connects with your audience. How to Make Your Website Shine: Leverage SEO and Content Marketing Search engine optimization (SEO) and content marketing are your best allies in boosting online visibility without high costs. A well-optimized website with valuable content can drive organic traffic and increase engagement. SEO Tips for SMBs: Maximize Google My Business (GMB) Google My Business is a free tool that enhances your visibility in local searches. Keep your profile updated with accurate contact details, business hours, and engaging photos to build credibility and attract local customers. How to Optimize GMB: Personalize Email Marketing Campaigns Email marketing is a cost-effective way to stay connected with customers. A well-crafted email strategy fosters engagement and brand loyalty. Email Marketing Best Practices: Invest in a CRM System A customer relationship management (CRM) tool helps streamline communication, track leads, and improve customer interactions. Platforms like Starter Suite make it easy to follow up with potential customers and create targeted marketing campaigns. Why Use a CRM? Optimize Social Media Marketing Social media is a powerful and free tool for brand awareness, but success depends on consistency and strategy. Focus on platforms where your target audience is most active. Social Media Best Practices: Leverage Video and Podcasts Encourage Customer Testimonials Nothing builds trust like genuine customer reviews and testimonials. Positive feedback can influence potential buyers and reinforce credibility. How to Gather Great Testimonials: Pro Tip: Use AI-powered tools to generate surveys, craft follow-up emails, and request reviews efficiently. Track Progress with Analytics Marketing efforts should be data-driven. Tools like Google Analytics and CRM platforms provide insights into customer behavior, traffic sources, and campaign effectiveness. How to Use Analytics: Market Your SMB Like a Pro—Without a Big Budget Effective marketing doesn’t require a massive budget—just smart strategies and the right tools. By building a strong online presence, leveraging cost-effective marketing channels, and connecting with customers personally, you can make a lasting impact. Get started with Starter Suite today to streamline your marketing and grow your business with ease. If you have read this far, you may be concerned you don’t have the manpower to make these changes. Tectonic is here to help. Contact us today! Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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March 22, 2024in Data, Google, Google Analytics, Technology
Marketing Cloud Engagement
18Mar

Salesforce Distributed Marketing Content

Salesforce Distributed Marketing Content empowers you to extend dynamic content to dispersed teams, fostering safe and efficient interaction with that content. Integrate one or more Distributed Marketing Content Blocks seamlessly with standard or custom content areas to facilitate collaborative moments within branded email messages. For instance, enable users to personalize holiday cards with personal notes and images or provide context to market update messages. Leverage Distributed Marketing alongside AMPscript to enable users to craft customized SMS messages. Salesforce Distributed Marketing Content While marketing teams retain control over message structure, ensuring coherence, brand alignment, and compliance, collaborative content augments this framework, granting distributed teams flexibility within set parameters – a concept Salesforce refers to as “flexibility within a framework.” The usage of Distributed Marketing content is flexible and can adapt over time. Since each message is independently configurable, you can initiate with existing assets and introduce collaborative elements as needed. Please note that Distributed Marketing employs JavaScript ES6 for message personalization, requiring the disabling of Prevent Cross-Site Tracking in Safari and third-party cookies in Chrome. Enable Email Personalization with Distributed Marketing Content Blocks Utilize Distributed Marketing Content Blocks within Marketing Cloud to create personalized sections of content for Distributed Marketing users. Enable Custom SMS Messages Incorporate AMPscript into SMS messages to empower users to compose and dispatch custom SMS messages through Distributed Marketing. Personalization Data Extension Distributed Marketing establishes personalization data extensions in Marketing Cloud to store user-entered personalization data for email messages. A personalization data extension is automatically generated when connecting a journey to a campaign or enabling a journey for quick send. Custom SMS messages are not stored here but are accessible in the journey’s event data extension. Legacy Personalization While Legacy Personalization options like Introduction, Conclusion, and Greeting are available, their usage will be supported until End of Support is announced. Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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March 18, 2024in Data, Distributed Marketing, Salesforce
Customized Conversational AI Assistant
11Mar

Customized Conversational AI Assistant

Create and Customize a Conversational AI Assistant for CRM Einstein Copilot is your all-in-one CRM AI assistant, seamlessly integrated into every Salesforce application. It empowers teams to accelerate tasks with intelligent actions, deploy conversational AI with built-in trust, and easily scale a unified copilot across your organization. Customized Conversational AI Assistant. Einstein 1 Studio Customize and Enhance AI for CRM:Einstein 1 Studio allows you to tailor Einstein Copilot to your specific business needs. Configure actions, prompts, and models to create a personalized AI experience. Users can interact with the AI using natural language, making task execution more intuitive and efficient. Copilot Builder Expand Einstein Copilot with Advanced Features:Enhance Einstein Copilot by integrating actions with familiar Salesforce platform features like Flows, Apex code, and Mulesoft APIs. Convert workflows into copilot actions and test these interactions within a user-friendly interface, enabling you to monitor and refine your copilot’s performance. Prompt Builder Accelerate Employee Task Completion:Design prompt templates that quickly summarize and generate content, helping employees complete tasks faster. Create prompts that draw from CRM data, Data Cloud, and external sources to make every business task more relevant. Develop prompts once and deploy them across Einstein Copilot, Lightning pages, and flows. Model Builder Integrate and Manage AI Models:Incorporate your predictive AI models and large language models (LLMs) within Salesforce through the Einstein Trust Layer. Utilize no-code ML models in Data Cloud, and manage all your AI models from a centralized control platform, ensuring seamless operation and integration. Deploy Trustworthy AI Leverage Generative AI with Built-In Safeguards:Einstein Copilot is designed to ensure the privacy and security of your data, while improving result accuracy and promoting responsible AI use across your organization. Built directly into the Salesforce Platform, the Einstein Trust Layer offers top-tier features and safeguards to ensure your AI deployments are trustworthy. “The combination of AI, data, and CRM allows us to help busy parents solve the ‘what’s for dinner’ dilemma with personalized recipe recommendations their family will love.”— Heather Conneran, Director, Brand Experience Platforms, General Mills Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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March 11, 2024in Data, Generative AI, Mulesoft, Salesforce
2024 outlook for customer service
11Mar

The 2024 Outlook for Customer Service

The cornerstone of upcoming customer service success lies in grasping the contemporary expectations of customers—an experience that is both personalized and interconnected. However, the challenge is to maintain a delicate equilibrium between productivity and cost efficiency without compromising the quality of service. The solution lies in adeptly harnessing the appropriate technology. Looking forward to the future of customer service, generative AI emerges as a pivotal player, offering cost-effective approaches to meet the ever-evolving expectations of customers. Here are three emerging trends to contemplate as you formulate your customer service strategy for 2024. Embracing AI as an Opportunity, Not a Threat: Current research indicates that 45% of decision-makers in the service industry are presently utilizing AI, marking a substantial increase from 24% in 2020. While AI is becoming an integral part of customer service toolkits, more than half of decision-makers have not yet adopted it. Concerns include potential skill gaps, reservations about trust and reliability, and fears of substantial infrastructure investments. It is imperative for companies to exercise caution when deploying powerful technologies like AI. However, those who have embraced AI are already reaping the benefits of enhanced connection, information dissemination, and enrichment in every aspect of customer service. To leverage AI in enhancing service organizations, platforms like Service Cloud Unlimited+ provide comprehensive solutions. The latest training strategies are crucial in transforming service professionals into high-value agents, ensuring a secure and collaborative approach to exceptional customer service. Advancements in Field Service for Frontline Workers: A majority (65%) of mobile workers feel the weight of customer expectations, with 82% struggling to balance speed and quality in field service. Attracting and retaining frontline workers becomes challenging, underscoring the importance of field service management software. High-performing organizations recognize job satisfaction as a major benefit of such software, aiding in tasks traditionally considered time-consuming. AI contributes to the future of customer service in various ways, including predictive maintenance, automation of work summaries, and expanding options for self-service. Integrating AI into frontline workers’ tools with generative responses and work summaries enhances their proactive and productive capabilities. Revenue Generation at the Core of Customer Service: The convergence of sales, service, and commerce continues, driven by AI-driven cross-selling that transforms customer service into a profit center. Forward-thinking organizations pursue an end-to-end view of the customer journey, creating a continuous feedback loop. Communication channels, such as Apple Messages for Business in Service Cloud, facilitate seamless customer interaction. In 2024, service leaders can expect expanded access to customer information, shared goals across functions, and AI-powered insights driving proactive assistance and relationship-building. Metrics traditionally associated with sales and customer service will converge, focusing on customer satisfaction, loyalty, and overall lifetime value. Consolidating tech investments through unified platforms enhances communication and data sharing among departments. 2024 Outlook for Customer Service In constructing your customer service strategy for 2024, the key is to amalgamate data, unify the customer experience, and equip service teams to meet changing expectations while serving business needs. The mission remains to embrace the future of customer service by combining people, technology, and processes for faster, more effective service at scale, with AI playing a pivotal role at every step. The future of customer service commences now. Like Related Posts Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more Asset Management Salesforce Can Salesforce do asset management? You can manage assets in Consumer Goods (desktop) and in the Consumer Goods offline mobile Read more Lookup Relationship in Salesforce What is Lookup relationship in Salesforce? Salesforce’s lookup relationships is a significant capability that allows users to connect two objects Read more What is Salesforce? Salesforce is cloud-based CRM software. It makes it easier for companies to find more prospects, close more deals, and connect Read more

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March 11, 2024in Salesforce Service Cloud
UX Design Trends 2024
08Mar

UX Design Trends 2024

Navigating Design Trends: AI, Discovery, Accessibility, and Collaboration. Salesforce UX Design Trends 2024. As we reflect on the past year and look ahead, design trends are emerging, signaling a pivotal moment in the intersection of creativity, usability, and AI. For developers, admins, architects, and business leaders, understanding these trends is crucial in shaping the future. Here are the four design trends steering this transformative journey: As we move forward, these design trends signify a paradigm shift, emphasizing the significance of AI, streamlined discovery, accessibility, and the growing collaboration between designers and developers. Navigating this transformative landscape requires an adaptable mindset and a commitment to ethical, inclusive design practices from the outset. When you work with Tectonic we take all these considerations to mind as we design or re-design your Salesforce org. Contact Tectonic today. UX Design Trends 2024 Like2 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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March 8, 2024in Salesforce
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