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Salesforce Data Cloud Hits $900M in Revenue

Salesforce Data Cloud Hits $900M in Revenue

Salesforce Data Cloud Hits $900M in Revenue, Powering the Future of AI-Driven Business As AI evolves toward autonomous agents, unified data has become the backbone of enterprise intelligence—ensuring accuracy, compliance, and actionable insights. Without it, AI outputs grow unreliable, and compliance risks surge. Salesforce Data Cloud is addressing this challenge by unifying fragmented data sources, enabling smarter AI-powered experiences. The platform just hit a major milestone in FY25, reaching 0M in annual recurring revenue (ARR)—a testament to its rapid adoption. Why Data Cloud Stands Out Unlike traditional data solutions that require costly overhauls, Data Cloud enables real-time data activation with:✔ Zero-copy architecture (no data duplication)✔ 270+ pre-built connectors (Zendesk, Shopify, Snowflake, and more)✔ Unified structured & unstructured data processing Rahul Auradkar, EVP & GM of Unified Data Services and Einstein at Salesforce, explains: “Data Cloud is the leading data activation layer because it harmonizes data from any source—powering every AI action, automation, and insight. Our hyperscale capabilities, governance, and open ecosystem help enterprises break down silos, creating the foundation for trusted AI.” The Strategic Power of Unified Data Data Cloud acts as an intelligent activation layer, pulling data from warehouses, lakes, CRMs, and external systems to create a single customer view. This fuels: Insulet, a medical device company, leveraged Data Cloud to enhance customer experiences. Amit Guliani, acting CTO, says: “Unified data helps us move from insights to action—delivering personalized solutions that simplify life for people with diabetes.” Industry Recognition & Real-World Impact Salesforce Data Cloud has been named a Leader in the 2025 Gartner Magic Quadrant for Customer Data Platforms and praised by IDC, Forrester, and Constellation Research. Wyndham Hotels & Resorts uses it to transform guest experiences. Scott Strickland, Chief Commercial Officer, shares: “Data Cloud gives our agents a unified view of reservations, loyalty, and CRM data—letting us anticipate needs and personalize stays across thousands of properties.” The Future: Agentic AI Powered by Real-Time Data Data Cloud is the foundation for autonomous AI agents, enabling:🔹 Proactive workflows (agents triggered by customer behavior)🔹 Self-optimizing operations (automated risk detection, dynamic responses)🔹 Trusted governance (GDPR compliance, access controls, security) Adam Berlew, CMO at Equinix, notes: “Data Cloud is shifting our marketing strategy, enabling AI-powered personalization and automation at scale—key to our competitive edge.” Conclusion: AI Runs on Unified Data As businesses transition to AI-first models, Salesforce Data Cloud ensures:✅ Agents act autonomously with real-time, trusted data✅ Humans focus on strategy while AI handles routine tasks✅ Every interaction is hyper-personalized With $900M in ARR and rapid enterprise adoption, Data Cloud is proving to be the essential engine for the next wave of AI-driven business. Key Takeaways: Salesforce Data Cloud isn’t just unifying data—it’s powering the future of intelligent business. Like Related Posts AI Automated Offers with Marketing Cloud Personalization AI-Powered Offers Elevate the relevance of each customer interaction on your website and app through Einstein Decisions. Driven by a Read more 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

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Agentforce to the Team

Redefining AI-Driven Customer Service

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

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Tectonic Salesforce Integrations

Digital Experience and Ecommerce Dictionary

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

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Salesforce Data Cloud Hits $900M in Revenue

The Future of Real-Time Customer Intelligence

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

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Data Cloud Billable Usage

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

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salesforce service assistant

Salesforce Service Assistant

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

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My Service Journey is Here

Salesforce Service Assistant Now Generally Available

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

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Data Cloud Permissions

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

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Martech Modernization

Martech Modernization

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

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Transform Customer Experience

Transform Customer Experience

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

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Oracle Advertising Sundown

Oracle Advertising Sundown

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

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Changes in Advertising Changing CRMs

Changes in Advertising Changing CRMs

Oracle announced last week that it is exiting the advertising business and will sunset its adtech by September 30. While the announcement is not surprising given the massive layoffs in 2022 affecting Oracle Advertising teams, the rapidity of Oracle Advertising’s decline is a clear indicator of how swiftly the digital advertising landscape can evolve. This move is likely just the first of many significant Changes in Advertising Changing CRMs. What happened? Oracle Advertising faced challenges beginning in 2018 and never managed to recover. Several forces related to data deprecation adversely impacted the business: Changes in Advertising Changing CRMs Retooling its acquisitions to function in a consent-driven and regulated environment would have required significant investment from Oracle. Given its track record with privacy law compliance, this would have been a daunting task, necessitating both rapid innovation and market trust in its solutions. What does this mean for the advertising ecosystem? Oracle’s exit from adtech marks a significant shift in the advertising ecosystem. The sharp decline in advertising revenue from $2 billion in 2022 to $300 million in 2024 suggests a major miscalculation by Oracle. Without demand- or supply-side platforms (unlike Google, Microsoft, and Amazon) and lacking a large audience base (unlike Meta, Disney, and Netflix), Oracle’s benefits as an adtech partner or acquirer were unclear. The key question now is whether Oracle’s intellectual property will find new ownership and continue in some form. What does this mean for the marketing ecosystem? The broader marketing ecosystem is likely to see more shifts as major players adapt to the new landscape. Leading martech vendors like Adobe and Salesforce have already transitioned from DMPs to CDPs. Adobe Real-Time CDP and Salesforce Data Cloud for Marketing are gaining market share, while Oracle has struggled in the B2C martech space. Oracle’s decision to cut investments in martech and adtech has significantly impaired its B2C market efforts, with products like Responsys failing to gain the traction that Eloqua has in the B2B space. Oracle also announced it will sunset related B2C marketing products like Oracle Maxymiser in the coming months. These changes are just the beginning of a broader transformation in digital advertising, driven by evolving privacy standards, consumer expectations, and technological advancements. This marks the dawn of a new era in which agility and compliance will be key to success in the digital advertising and marketing landscapes. Like Related Posts AI Automated Offers with Marketing Cloud Personalization AI-Powered Offers Elevate the relevance of each customer interaction on your website and app through Einstein Decisions. Driven by a Read more 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

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