CX - gettectonic.com

Real-World Insights and Applications

Salesforce’s Agentforce empowers businesses to create and deploy custom AI agents tailored to their unique needs. Built on a foundation of flexibility, the platform leverages both Salesforce’s proprietary AI models and third-party models like those from OpenAI, Anthropic, Amazon, and Google. This versatility enables businesses to automate a wide range of tasks, from generating detailed sales reports to summarizing Slack conversations. AI in Action: Real-World Insights and Applications The “CXO AI Playbook” by Business Insider explores how organizations across industries and sizes are adopting AI. Featured companies reveal their challenges, the decision-makers driving AI initiatives, and their strategic goals for the future. Salesforce’s approach with Agentforce aligns with this vision, offering advanced tools to address dynamic business needs and improve operational efficiency. Building on Salesforce’s Legacy of Innovation Salesforce has long been a leader in AI integration. It introduced Einstein in 2016 to handle scripted tasks like predictive analytics. As AI capabilities evolved, Salesforce launched Einstein GPT and later Einstein Copilot, which expanded into decision-making and natural language processing. By early 2024, these advancements culminated in Agentforce—a platform designed to provide customizable, prebuilt AI agents for diverse applications. “We recognized that our customers wanted to extend our AI capabilities or create their own custom agents,” said Tyler Carlson, Salesforce’s VP of Business Development. A Powerful Ecosystem: Agentforce’s Core Features Agentforce is powered by the Atlas Reasoning Engine, Salesforce’s proprietary technology that employs ReAct prompting to enable AI agents to break down problems, refine their responses, and deliver more accurate outcomes. The engine integrates seamlessly with Salesforce’s own large language models (LLMs) and external models, ensuring adaptability and precision. Agentforce also emphasizes strict data privacy and security. For example, data shared with external LLMs is subject to limited retention policies and content filtering to ensure compliance and safety. Key Applications and Use Cases Businesses can leverage tools like Agentbuilder to design and scale AI agents with specific functionalities, such as: Seamless Integration with Slack Currently in beta, Agentforce’s Slack integration brings AI automation directly to the workplace. This allows employee-facing agents to execute tasks and answer queries within the communication tool. “Slack is valuable for employee-facing agents because it makes their capabilities easily accessible,” Carlson explained. Measurable Impact: Driving Success with Agentforce Salesforce measures the success of Agentforce by tracking client outcomes. Early adopters report significant results, such as a 90% resolution rate for customer inquiries managed by AI agents. As adoption grows, Salesforce envisions a robust ecosystem of partners, AI skills, and agent capabilities. “By next year, we foresee thousands of agent skills and topics available to clients, driving broader adoption across our CRM systems and Slack,” Carlson shared. Salesforce’s Agentforce represents the next generation of intelligent business automation, combining advanced AI with seamless integrations to deliver meaningful, measurable outcomes at scale. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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December 9, 2024in Data, Google, Salesforce, Technology0 Comments
AI Agents, Tech's Next Big Bet
08Dec

Business Intelligence and AI

AI in Business Intelligence: Uses, Benefits, and Challenges AI tools are increasingly becoming integral to Business Intelligence (BI) systems, enhancing analytics capabilities and streamlining tasks. In this article, we explore how AI can bring new value to BI processes and what to consider as this integration continues to evolve. AI’s Role in Business Intelligence Business Intelligence tools, such as dashboards and interactive reports, have traditionally focused on analyzing historical and current data to describe business performance—known as descriptive analytics. While valuable, many business users seek more than just a snapshot of past performance. They also want predictive insights (forecasting future trends) and prescriptive guidance (recommendations for action). Historically, implementing these advanced capabilities was challenging due to their complexity, but AI simplifies this process. By leveraging AI’s analytical power and natural language processing (NLP), businesses can move from descriptive to predictive and prescriptive analytics, enabling proactive decision-making. AI-powered BI systems also offer the advantage of real-time data analysis, providing up-to-date insights that help businesses respond quickly to changing conditions. Additionally, AI can automate routine tasks, boosting efficiency across business operations. Benefits of Using AI in BI Initiatives The integration of AI into BI systems brings several key benefits, including: Examples of AI Applications in BI AI’s role in BI is not limited to internal process improvements. It can significantly enhance customer experience (CX) and support business growth. Here are a few examples: Challenges of Implementing AI in BI While the potential for AI in BI is vast, there are several challenges companies must address: Best Practices for Deploying AI in BI To maximize the benefits of AI in BI, companies should follow these best practices: Future Trends to Watch AI is not poised to replace traditional BI tools but to augment them with new capabilities. In the future, we can expect: In conclusion, AI is transforming business intelligence by turning data analysis from a retrospective activity into a forward-looking, real-time process. While challenges remain, such as data governance, ethical concerns, and skill shortages, AI’s potential to enhance BI systems and drive business success is undeniable. By following best practices and staying abreast of industry developments, businesses can harness AI to unlock new opportunities and deliver better insights. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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December 8, 2024in AI Tools, Data, Generative AI0 Comments
GoTo Adds AI Integration
21Nov

GoTo Adds AI Integration

GoTo Adds AI-Powered Integrations to GoTo Connect for Enhanced CRM Connectivity GoTo has introduced advanced AI-driven integrations between its GoTo Connect platform and major CRM systems to deliver seamless connectivity and improve customer experience (CX) across various channels. GoTo Connect’s newly integrated CRM platforms include Salesforce, HubSpot, Zoho, ServiceNow, MS Dynamics, Freshdesk, Zendesk, and more, enabling businesses to manage customer interactions more effectively. Enhanced Customer Relationship Management Olga Lagunova, Chief Product and Technology Officer at GoTo, emphasized the impact of these integrations on customer relationships:“Working across multiple systems can be inefficient and time-consuming, detracting from valuable customer service time. Our new GoTo Connect integrations enhance how businesses interact with customers by centralizing workflows within the platform,” Lagunova noted. “Our AI capabilities, like call summaries and recordings stored directly in CRMs, empower teams to work smarter within their preferred tools.” New AI-Driven Features With this update, GoTo Connect automatically generates and stores AI-based call summaries and transcriptions within CRM contact records. This streamlined process gives teams faster access to comprehensive customer profiles, reducing manual tasks and increasing efficiency. The system also stores call and message details automatically in the CRM, maintaining a full history of interactions to support a seamless customer journey. A recent Zendesk study cited by GoTo revealed that over 70% of customers are frustrated by needing to repeat information to different service agents. GoTo Connect addresses this by providing agents with a unified view of customer data and current conversations, helping reduce silos and improve service quality. Streamlined Workflows and Insights Beyond call summaries, GoTo Connect’s integration offers screen pop-ups displaying customer details for agents, contact syncing, click-to-call features, call and messaging logs, and voicemail transcriptions. These features help teams respond more promptly and accurately to customer inquiries. Expanding on GoTo Connect CX In related news, GoTo recently launched GoTo Connect CX, combining its virtual phone system with AI-powered tools to create enhanced, efficient CX solutions for businesses of all sizes, while reducing operational costs. The new integrations and GoTo Connect CX are now available to all GoTo Connect customers, reflecting GoTo’s commitment to unifying customer service tools for a better, more connected experience. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 21, 2024in Data, Salesforce, Technology0 Comments
Generative AI Energy Consumption Rises
19Nov

AI for the Ho-Ho-Holidays

The Holiday Rush and AI’s Growing Role in Retail The holiday season is approaching quickly, with fewer days between Thanksgiving and Christmas this year than at any time since 2019. This condensed timeline makes Salesforce’s latest State of the Connected Customer report—this year titled State of the AI Connected Customer—particularly timely. The report, based on insights from over 15,000 consumers worldwide, focuses on the growing role of artificial intelligence (AI), specifically AI agents, in transforming customer experiences. With Salesforce’s recent launch of Agentforce, AI agents have taken center stage. According to Michael Affronti, SVP and General Manager of Commerce Cloud at Salesforce, the retail sector is already exploring this technology: “Retailers that we talk to are starting to implement AI agents. Unlike chatbots, AI agents can analyze customer data to make proactive recommendations and even take action. For consumers, AI agents create smoother checkout experiences, streamline returns, and deliver personalized shopping that feels like working with an incredible in-store associate. For retailers, AI agents drive higher margins and customer retention by delivering exceptional service. As we like to say, ‘There’s an agent for that.’” Rebuilding Trust with AI One of the most compelling use cases for AI agents, according to Affronti, lies in addressing declining consumer trust. Salesforce’s research highlights alarming trends: AI agents present an opportunity to rebuild trust by delivering reliable and transparent experiences. While consumer expectations for personalized service remain high, Salesforce data suggests that 30% of consumers would work with AI agents if it meant faster service. However, skepticism persists—curiosity is the top emotion associated with AI, followed closely by suspicion and anxiety. Transparency is crucial, as 40% of consumers are more likely to trust AI agents when their logic is explained, and there’s an option to escalate to a human. “Most people just want to know it’s AI, and then they’ll be comfortable,” Affronti notes. “Clarity about what the agent is doing, combined with the ability to talk to a real person, builds trust.” Three Opportunities for Retailers Affronti outlines three key strategies for retailers to embrace AI agents effectively this holiday season: Experimentation and Preparing for the Future For retailers not yet leveraging AI, Affronti advises starting small but experimenting now. For example, large brands like Saks are already piloting AI agents such as “Sophie,” which handles tasks like order management and learns new capabilities based on customer feedback. However, smaller businesses can also benefit from AI tools, such as generative AI for writing product descriptions or automating promotions, regardless of scale. “One of the great things about AI today is how democratized it has become,” Affronti explains. “Small businesses using Salesforce’s Commerce Cloud can leverage AI for tasks like creating product descriptions or automating translations, even if their catalog is limited.” Looking Ahead While this holiday season may not see a widespread rollout of AI-driven retail solutions, early adopters are already showcasing what’s possible. Retailers that embrace experimentation and lay the groundwork for AI-powered experiences today will likely see significant results by the 2025 holiday season. The key takeaway: now is the time to build the foundation for the future of AI in retail. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 19, 2024in AI Tools, Artificial Intelligence, Data, Generative AI, Technology0 Comments
2025: The Rise of AI Agents and Industry-Focused Innovation
13Nov

2025: The Rise of AI Agents and Industry-Focused Innovation

Over the past few years, CX vendors have rapidly integrated generative AI (GenAI) across the customer experience landscape. This wave of innovation has brought advancements like auto-summarization, customer response recommendations, and intent analysis, especially within Contact Center as a Service (CCaaS) solutions. However, as these capabilities become standard, differentiation now hinges on more advanced AI solutions, orchestration of cross-platform workflows, and collection of industry-specific datasets. AI Agents and Industry-Focused Innovation. Agentic AI, where bots autonomously handle tasks without human intervention, is emerging as a critical differentiator. This shift is reshaping sector-specific processes. Take network providers, for instance; they can leverage agentic AI to detect service outages, create affected customer segments, and proactively send alerts. Salesforce exemplifies this trend with its Agentforce platform, which debuted at Dreamforce 2024, introducing 100 pre-configured, autonomous bots designed for specific industries. By 2025, such bots will likely proliferate, expanding across ecosystems like Workday to facilitate cross-functional automation. Toward a More Autonomous Enterprise As autonomous AI agents advance, they are poised to manage complex, multi-step workflows collaboratively. This move will help organizations move closer to an autonomous enterprise model, where human oversight drives the deployment, testing, and optimization of AI agents. In this model, collaboration platforms such as Microsoft Teams, Slack, and Zoom will serve as operational hubs for managing and refining AI-driven processes. While this full vision may take longer to achieve, 2025 promises substantial advancements in sector-specific efficiencies through AI agents. Not all industries, however, are equally poised to benefit; while healthcare, financial services, and retail lead in AI-enabled CX solutions, other sectors such as hospitality, travel, and education still lag. The Need for Sector-Specific Use Case Libraries CX vendors could empower businesses by providing industry-specific AI use case libraries, building confidence in AI-agent-driven experiences. For example, bots in the finance sector could streamline billing, invoice processing, and ledger management, while spotting and correcting errors. Other industries would benefit from AI innovations tailored to their unique challenges, but such solutions will require co-innovation across CX platforms. 2025 Strategic Technology Trends Gartner’s top technology trends for 2025 provide a framework for CIOs aiming to future-proof their organizations. These trends fall into three themes: AI imperatives, new computing frontiers, and human-machine synergy. These trends will push organizations to adopt cloud, AI, and sustainability-focused architectures, despite challenges. As AI capabilities evolve, so will the risks, emphasizing the need for robust security and ethical frameworks. Salesforce charges up its game with its Agentforce platform, which debuted at Dreamforce 2024, introducing 100 pre-configured, autonomous bots designed for specific industries. By 2025, such bots will likely proliferate, expanding across ecosystems like Workday to facilitate cross-functional automation. Preparing for 2025: Upskilling for the Future As organizations embrace these transformative trends, they must also address a persistent skill gap. Pluralsight’s recent survey reveals that 20% of organizations have deployed AI, while 55% are planning to. However, without strategic business alignment, technology adoption won’t necessarily translate to customer value. For organizations, a focus on responsible innovation and proactive skills development in AI, cloud security, and sustainability will be vital. By preparing for these 2025 trends, businesses can navigate the complexities of the tech landscape and position themselves for long-term success. AI Agents and Industry-Focused Innovation As you prepare for 2025. Tectonic can help you align your goals with your road map. Contact us today! Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 13, 2024in Agentforce Platform, Data, Enterprise, Generative AI, Salesforce, Technology0 Comments
Martech Modernization
04Nov

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 Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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November 4, 2024in Data, Technology
AI Agents, Tech's Next Big Bet
30Oct

Agentforce Platform to Revolutionize Autonomous AI Agents

Salesforce Launches Agentforce Platform to Revolutionize Autonomous AI Agents Salesforce has announced the general availability of Agentforce, a transformative platform that empowers businesses to create, test, and deploy autonomous AI agents seamlessly integrated into their Salesforce workflows. Key Features of Agentforce Agentforce combines cutting-edge technology with user-friendly design, enabling businesses to: The agents also suggest knowledge, actions, and guardrails to optimize performance, enhancing operational efficiency across customer service, sales, and other functions. Real-World Applications During Dreamforce 2024, Salesforce customers built over 10,000 AI Agents to support a wide range of industries and use cases, including: Revolutionizing AI in Business Agentforce represents a shift from generation-based AI to action-based AI, emphasizing solutions that actively drive business outcomes. Salesforce CEO Marc Benioff described the platform as a game-changer, stating: “Agentforce is redefining what’s possible, ushering in a new era of AI abundance and limitless workforces that augment every employee, build deeper customer relationships, and drive unprecedented growth and profitability.” Built on a Unified Salesforce Ecosystem Agentforce is fully integrated with Salesforce’s robust platform, offering seamless connections to enterprise data, metadata, AI models, workflows, security, and applications. The platform leverages Data Cloud, enabling AI Agents to access unified data and collaborate across Salesforce apps. This integration ensures businesses can scale AI capabilities across the entire customer experience ecosystem without the need for extensive customization. Support for Adoption and Growth Salesforce is rolling out several initiatives to support Agentforce users: Pricing starts at $2 per conversation, with volume discounts available. Empowering Nonprofits with Agents for Impact Salesforce is extending Agentforce’s potential through the Agents for Impact Accelerator, offering nonprofits resources to build customized AI agents. This initiative underscores Salesforce’s commitment to scaling AI’s community impact. Early Success and Adoption Leading organizations such as The Adecco Group, BACA Systems, OpenTable, Saks, and Wiley have already adopted Agentforce, leveraging it to streamline workflows and deliver impactful customer experiences. By bridging the gap between AI innovation and practical, risk-aware application, Salesforce positions Agentforce as a cornerstone of the next generation of AI-driven business solutions. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 30, 2024in Agentforce Platform, Data, Enterprise, Salesforce, Salesforce Foundations, Technology
Salesforce Maps Winter 25
28Oct

Salesforce Maps Winter 25

The Salesforce Maps Winter 25 release will be available in production environments between October 29 – 31. Auto-Enablement of the new Maps experience in October To enhance your experience in Salesforce Maps on desktop, the new features currently available in all environments will be auto-enabled in the Winter ’25 release. The Enhanced User Experience setting in the admin configuration settings will remain and can be manually disabled until the Spring ‘25 release. Get Release Ready-Salesforce Maps Winter 25 To ensure a smooth transition, please take the following actions prior to the production release. What This Change Brings Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 28, 2024in Data
Transform Customer Experience
25Oct

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 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 Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 25, 2024in AI Tools, Data, Generative AI, Salesforce, Salesforce Data Cloud
Latest on AI, CRM, and Data Innovations
18Oct

Latest on AI, CRM, and Data Innovations

What’s Happening at Salesforce? The Latest on AI, CRM, and Data Innovations OneMagnify and CX Today have collaborated to explore the latest advancements in AI, CRM, and data at Salesforce. The Salesforce suite is evolving rapidly, driven by the emergence of generative AI, large language models, and increasingly diverse customer demands. Discover how Salesforce is adapting to this dynamic landscape, what the future holds for the industry giant, and how business leaders can maximize the potential of the Salesforce platform. Adam MacDonald, a Salesforce Solution Engineer at OneMagnify, emphasizes, “Organizations often struggle with Salesforce implementation when they fail to align internally and address data silos as the first step in their digital transformation. Defining the solution with the end goal in mind, while allowing for quick, focused wins, is a solid strategy for securing the long-term organizational buy-in essential for successful implementation.” Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 18, 2024in Data, Generative AI, Salesforce
Battle of Copilots
14Oct

Battle of Copilots

Salesforce is directly challenging Microsoft in the growing battle of AI copilots, which are designed to enhance customer experience (CX) across key business functions like sales and support. In this competitive landscape, Salesforce is taking on not only Microsoft but also major AI rivals such as Google Gemini, OpenAI GPT, and IBM watsonx. At the heart of this strategy is Salesforce Agentforce, a platform that leverages autonomous decision-making to meet enterprise demands for data and AI abstraction. Salesforce Dreamforce Highlights One of the most significant takeaways from last month’s Dreamforce conference in San Francisco was the unveiling of autonomous agents, bringing advanced GenAI capabilities to the app development process. CEO Marc Benioff and other Salesforce executives made it clear that Salesforce is positioning itself to compete with Microsoft’s Copilot, rebranding and advancing its own AI assistant, previously known as Einstein AI. Microsoft’s stronghold, however, lies in Copilot’s seamless integration with widely used products like Teams, Outlook, PowerPoint, and Word. Furthermore, Microsoft has established itself as a developer’s favorite, especially with GitHub Copilot and the Azure portfolio, which are integral to app modernization in many enterprises. “Salesforce faces an uphill battle in capturing market share from these established players,” says Charlotte Dunlap, Research Director at GlobalData. “Salesforce’s best chance lies in highlighting the autonomous capabilities of Agentforce—enabling businesses to automate more processes, moving beyond basic chatbot functions, and delivering a personalized customer experience.” This emphasis on autonomy is vital, given that many enterprises are still grappling with the complexities of emerging GenAI technologies. Dunlap points out that DevOps teams are struggling to find third-party expertise that understands how GenAI fits within existing IT systems, particularly around security and governance concerns. Salesforce’s focus on automation, combined with the integration prowess of MuleSoft, positions it as a key player in making GenAI tools more accessible and intuitive for businesses. Elevating AI Abstraction and Automation Salesforce has increasingly focused on the idea of abstracting data and AI, exemplified by its Data Cloud and low-level UI capabilities. Now, with models like the Atlas Reasoning Engine, Salesforce is looking to push beyond traditional AI assistants. These tools are designed to automate complex, previously human-dependent tasks, spanning functions like sales, service, and marketing. Simplifying the Developer Experience The true measure of Salesforce’s success in its GenAI strategy will emerge in the coming months. The company is well aware that its ability to simplify the developer experience is critical. Enterprises are looking for more than just AI innovation—they want thought leadership that can help secure budget and executive support for AI initiatives. Many companies report ongoing struggles in gaining that internal buy-in, further underscoring the importance of strong, strategic partnerships with technology providers like Salesforce. In its pursuit to rival Microsoft Copilot, Salesforce’s future hinges on how effectively it can build on its track record of simplifying the developer experience while promoting the unique autonomous qualities of Agentforce. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 14, 2024in AI Tools, Data, Enterprise, Google, Mulesoft, Salesforce, Salesforce Copilots, Salesforce Optimization, Technology
Salesforce Success Story
14Oct

Case Study: Children’s Hospital Use Cases

In need of help to implement requisite configuration updates to establish a usable data model for data segmentation that supports best practices utilization of Marketing Cloud features including Contact Builder, Email Studio and Journey Builder.

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October 14, 2024in Data, Google, Life Sciences Cloud, Salesforce, Salesforce Development Services, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Shield, Salesforce Success Stories
New Salesforce Maps Experience Auto-Enabled in Winter ‘25 (October) Release
07Oct

New Salesforce Maps Experience Auto-Enabled in Winter ‘25 (October) Release

To enhance your experience in Salesforce Maps on desktop, the new features currently available in all environments will be auto-enabled in the Winter ’25 release this October. The production rollout for Salesforce Maps will begin the night of October 8th and will be completed with all organizations updated by October 18th. The Enhanced User Experience setting in the admin configuration settings will remain and can be manually disabled until the Spring ‘25 release. Take Action Now To ensure a smooth transition, please take the following actions prior to the production release.In Production: From Setup, in the Quick Find box, enter Remote Site Settings, and then select Remote Site Settings. Find and activate the following remote sites: https://lookup.search.hereapi.com, https://autosuggest.search.hereapi.com, and https://revgeocode.search.hereapi.comFailure to do so may result in disruptions to the Points of Interest Search and Click2Create featuresPrior to the deployment to production, we encourage you to explore the enhanced experience in your sandbox environments. All sandbox environments have been updated with the enhanced experience enabled by default. What to Expect Experience a drastic improvement in performance and rendering, plotting layers and mapping content up to 6x as fast!View Maps with updated styling and designs across many parts of the application, such as modernized marker pop-ups, updated drawing tools, and new cluster styling. In addition, map content along with base maps are displayed with increased detail and clarity.Combine the power of ESRI Living Atlas with CRM data directly inside Salesforce Maps. ESRI provides an evolving collection of ready-to-use global geographic content, such as imagery, base maps, demographics, landscape, and boundary data. Identify new leads and opportunities, analyze key geographical-based data, and gain valuable industry insight with lightning speed. Instructions on visualizing Living Atlas data in Maps can be found here.View plotted records in our redesigned List View, providing new capabilities and features for your users, such as the ability to dynamically build a sublist of data.For a full breakdown, please refer to the Maps Summer ‘24 Release Notes and Maps Winter ‘25 Release Notes.How can I get more information or help? Contact your account team or open a case with Salesforce Customer Support. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 7, 2024in Data, Google, Salesforce
Oracle Advertising Sundown
23Sep

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 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 Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 23, 2024in Generative AI

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