Data Cloud Archives - gettectonic.com

06Apr

Einstein Copilot for Tableau in Public Beta

Salesforce Introduces Einstein Copilot for Tableau in Public Beta In early April, Salesforce unveiled the public beta availability of Einstein Copilot for Tableau, an innovative AI-powered assistant aimed at assisting users across various roles and functions in exploring and interacting with data within Tableau. This groundbreaking tool enables deep dives into data by leveraging Tableau’s analytical engine through natural language queries, accessing data from spreadsheets, cloud and on-premises data warehouses, and Salesforce Data Cloud. The public release of Copilot for Tableau is anticipated to be widely available to customers by summer 2024. Key Features of Einstein Copilot for Tableau Einstein Copilot for Tableau offers several features tailored to enhance user experience and streamline data exploration: Recommended Questions: The assistant automatically analyzes data and suggests relevant questions, allowing users to interact with data effortlessly without the need for specialized data analysis skills. Conversational Data Exploration: Users can iterate and refine their data exploration process seamlessly while maintaining context, enabling them to ask follow-up questions and delve deeper into insights as if they were engaging in a conversation with their data. Guided Calculation Creation: Copilot guides users through the process of creating calculations and parsing information, simplifying complex tasks such as extracting specific data elements from text fields. Enhancing Accuracy and Trust To ensure accuracy and contextual relevance, Einstein Copilot for Tableau leverages trusted company data from Data Cloud, fostering trust among users by delivering precise and relevant outputs based on internal data sources. Future Outlook Salesforce’s approach to introducing generative AI assistants for specific product types and use cases underscores the importance of function-specific training to meet users’ specific needs. As the technology matures, vendors may transition from premium license fees to consumption-based models, reflecting the evolving landscape of AI assistant technology adoption. The rollout of Einstein Copilot for Tableau represents a significant step forward in making data analysis accessible to a broader audience, reinforcing Salesforce’s commitment to innovation and customer-centric solutions in the realm of AI-powered analytics. 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

April 6, 2024in Einstein 1 Platform, Salesforce, Salesforce Data Cloud, Salesforce Tableau

01Apr

Data Cloud and Snowflake Bidrectional Data Sharing

Salesforce Data Cloud and Snowflake are excited to announce that bidirectional data sharing between Snowflake, the Data Cloud company, and Salesforce Data Cloud is now generally available. In September, we introduced the ability for organizations to leverage Salesforce data directly in Snowflake via zero-ETL data sharing, enabling unified customer and business data, accelerating decision-making, and streamlining business processes. Today, we’re thrilled to share that customers can now also share Snowflake data into the Salesforce Data Cloud, using the same zero-ETL innovation to reduce friction and quickly surface powerful insights across sales, service, marketing, and commerce applications. Data Cloud and Snowflake Bidrectional Data Sharing. Data Cloud and Snowflake Bidrectional Data Sharing Enterprises generate valuable customer data within Salesforce applications, while increasingly relying on Snowflake as their preferred data platform for storing, modeling, and analyzing their full data estate. This integration between Salesforce and Snowflake minimizes friction, data latency, scale limitations, and data engineering costs associated with using these two leading platforms. The Snowflake Marketplace also offers customers the opportunity to acquire new data sets to enhance or fill gaps in their existing business data, driving innovation. By combining enterprise data and third-party data from Snowflake Marketplace with valuable customer data from Salesforce applications, organizations can unify their data and build powerful AI solutions to surface rich insights, driving superior and differentiated customer experiences. “Zero-ETL data sharing between Salesforce Data Cloud and Snowflake is game-changing. It has opened up new frontiers of data collaboration. We’re excited to see how customers are powering their customer data analytics and developing innovative AI solutions with near real-time data from Salesforce and Snowflake, generating incredible business value. Now that this integration is generally available, this kind of innovation will be broadly accessible,” says Christian Kleinerman, SVP of Product, Snowflake. Power Personalized Experiences with Salesforce and Snowflake Data sharing between Salesforce Data Cloud and Snowflake brings together holistic insights, empowering multiple customer-facing departments within any organization to create a truly robust customer 360. As Snowflake’s Chief Marketing Officer, Denise Persson, often states, a true, enterprise-wide customer 360 is the beating heart of a modern, customer-facing organization. The applicability of this integration spans various industries and unlocks new growth opportunities. For example: The bidirectional integration enables data sharing across business systems, Salesforce clouds, and operational systems, facilitating data set analysis and future action planning. This brings actionable insights and drives actions, unleashing a new level of customer experience and business productivity. 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

April 1, 2024in Salesforce Data Cloud, Salesforce Marketing Cloud, Snowflake

26Mar

Salesforce Data Cloud Free Edition

Let Tectonic clarify a misconception circulating in the Salesforce community regarding the Salesforce Data Cloud Free Edition. As you may recall, Salesforce unveiled at Dreamforce 2023 that a Data Cloud edition would be accessible at no charge to clients using Sales and Service Cloud Enterprise Edition. This announcement was also reiterated in Salesforce’s February 2024 press release focusing on Marketing Cloud Growth Edition. (Queue the voice in the commercial “some restrictions may apply”.) To dispel any confusion, it’s essential to emphasize there is potential benefit from this offer, but you still require Sales or Service Enterprise Edition. Merely having Marketing Cloud or Account Engagement does not make you eligible. Salesforce Data Cloud Free Edition Considerations For Sales and Service Enterprise Edition Customers wondering about the no-cost Data Cloud offer, the next steps require careful consideration. While the prospect of getting an account provisioned might be exciting, preparation is key. Data Cloud holds the potential to revolutionize your organization, making a well-crafted plan, strategy, and vision imperative. These elements form the basis and foundation of effective change management. Without a comprehensive plan, vision, consensus, and understanding, embarking on Data Cloud implementation could lead to various challenges: Drawing from our experience, diving into Data Cloud without a clear plan often results in these issues. However, before formulating a plan, it’s vital to assess your organization’s readiness based on several key criteria. These factors impact the feasibility of implementing Data Cloud: Data Cloud Readiness Criteria: Respectfully, while the prospect of a no-cost Data Cloud offer is exciting, careful preparation, assessment, and strategic planning are crucial for ensuring a successful and transformative implementation within your organization. Otherwise, it becomes just another unused tool in your martech stack. Like Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more

March 26, 2024in Salesforce Data Cloud, Salesforce Sales Cloud

13Mar

Is Snowflake a Data Cloud?

Is Snowflake recognized as a data cloud? Certainly, Snowflake stands as an encompassing platform integral to the Data Cloud. Uniquely designed for global connectivity, it empowers businesses to navigate diverse data types and scales, accommodating various workloads and fostering seamless data collaboration. Globally, over 400 million SaaS data sets often remain isolated in cloud storage and on-premise data centers, creating data silos. The Data Cloud, driven by Snowflake, eradicates these silos, facilitating the effortless consolidation, analysis, sharing, and monetization of data. Is Snowflake categorized as a database or cloud? Snowflake exclusively operates on cloud infrastructure. With all components residing in public cloud infrastructures (excluding optional command line clients, drivers, and connectors), Snowflake utilizes virtual compute instances for computing needs and a storage service for persistent data storage. What characterizes a data cloud? A data cloud serves as a unified platform for structured, unstructured, or semi-structured data, simplifying data discovery and reducing complexity. It should be capable of collecting, ingesting, and processing data from various on-premises or cloud-based source systems, consolidating it into a single accessible location. Snowflake’s Data Cloud facilitates organizations in effortlessly unifying and connecting to a single copy of all their data. This results in an ecosystem where businesses connect not only to their individual data but also to each other, seamlessly sharing and consuming data and data services. How does Snowflake’s Data Cloud handle different workloads? Snowflake’s Data Cloud efficiently powers diverse data workloads, including Data Warehousing, Data Lake, Data Engineering, AI and ML, Applications, and Cybersecurity. It operates seamlessly across multiple cloud providers and regions, catering to organizational needs from any location within the organization. What storage type does Snowflake employ? Snowflake utilizes scalable Cloud blob storage for its storage layer, accommodating data, tables, and query results. This storage is designed to scale independently from compute resources, allowing customers to adjust storage and analytics requirements independently. Is Snowflake considered a data warehouse or ETL? Snowflake’s capabilities in data loading, transformation, and storage eliminate the need for additional ETL tools, providing an end-to-end solution. Renowned worldwide, many organizations have adopted Snowflake as their primary Data Warehousing solution due to its distinctive features, scalability, and security. Where is Snowflake’s data stored? Snowflake’s database storage layer resides in a scalable cloud storage service, such as Amazon S3, ensuring data replication, scaling, and availability without requiring customer management. The data is optimized and stored in a columnar format within the storage layer, following user-specified database organization. How does Snowflake’s architecture benefit organizations? Snowflake’s architecture offers near-unlimited storage and real-time computing to an extensive number of concurrent users within the Data Cloud. It enables organizations to execute critical workloads on a fully managed platform, leveraging the cloud’s near-infinite resources. What are the advantages of Snowflake’s single platform? Snowflake’s single platform delivers optimal workload performance, full automation, secure global collaboration, Snowflake capabilities for non-SQL code processing, and optimized storage. It encompasses features such as Elastic Multi-Cluster Compute, Cloud Services, and Snowgrid, providing businesses with a comprehensive and fully managed solution. Why opt for Snowflake over competitors? Snowflake’s main advantage lies in its multi-cloud capability, available on major platforms like Azure, AWS, and GCP. This flexibility benefits companies operating in multi-cloud environments, enabling them to query Snowflake data directly from any of these platforms. About Snowflake Inc. Snowflake Inc., an American cloud computing-based data cloud company located in Bozeman, Montana, was founded in July 2012 and publicly launched in October 2014. Operating as a data-as-a-service provider, Snowflake offers cloud-based data storage and analytics services. Like Related Posts CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Capture Initial Traffic Source With Google Analytics To ensure the proper sequencing of Tags, modify the Tag sequencing in the Google Analytics preview Tag settings. The custom Read more Snowflake and Salesforce with Embed Snowflake has deepened its partnership with investor Salesforce by introducing two tools that seamlessly connect their cloud-native systems. Snowflake and Read more

March 13, 2024in Salesforce Data Cloud, Snowflake

11Mar

Customized Conversational AI Assistant

Create and Customize a Conversational AI Assistant for CRM Einstein Copilot is your all-in-one CRM AI assistant, seamlessly integrated into every Salesforce application. It empowers teams to accelerate tasks with intelligent actions, deploy conversational AI with built-in trust, and easily scale a unified copilot across your organization. Customized Conversational AI Assistant. Einstein 1 Studio Customize and Enhance AI for CRM:Einstein 1 Studio allows you to tailor Einstein Copilot to your specific business needs. Configure actions, prompts, and models to create a personalized AI experience. Users can interact with the AI using natural language, making task execution more intuitive and efficient. Copilot Builder Expand Einstein Copilot with Advanced Features:Enhance Einstein Copilot by integrating actions with familiar Salesforce platform features like Flows, Apex code, and Mulesoft APIs. Convert workflows into copilot actions and test these interactions within a user-friendly interface, enabling you to monitor and refine your copilot’s performance. Prompt Builder Accelerate Employee Task Completion:Design prompt templates that quickly summarize and generate content, helping employees complete tasks faster. Create prompts that draw from CRM data, Data Cloud, and external sources to make every business task more relevant. Develop prompts once and deploy them across Einstein Copilot, Lightning pages, and flows. Model Builder Integrate and Manage AI Models:Incorporate your predictive AI models and large language models (LLMs) within Salesforce through the Einstein Trust Layer. Utilize no-code ML models in Data Cloud, and manage all your AI models from a centralized control platform, ensuring seamless operation and integration. Deploy Trustworthy AI Leverage Generative AI with Built-In Safeguards:Einstein Copilot is designed to ensure the privacy and security of your data, while improving result accuracy and promoting responsible AI use across your organization. Built directly into the Salesforce Platform, the Einstein Trust Layer offers top-tier features and safeguards to ensure your AI deployments are trustworthy. “The combination of AI, data, and CRM allows us to help busy parents solve the ‘what’s for dinner’ dilemma with personalized recipe recommendations their family will love.”— Heather Conneran, Director, Brand Experience Platforms, General Mills 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

March 11, 2024in Generative AI, Mulesoft

20Feb

Marketing Cloud Growth Extends The Platform

Marketing Cloud Growth extends the platform capabilities to enhance your team’s marketing endeavors. It allows you to integrate multiple data sources with Data Cloud, create content using Digital Experiences, orchestrate complex customer journeys with Flow Builder, and optimize campaigns with Einstein AI. Required Editions: Available in Salesforce Enterprise and Unlimited Editions with Marketing Cloud Growth Edition. Marketing Cloud Growth Extends The Platform Today, Salesforce unveiled Marketing Cloud Growth, a new edition tailored for small businesses to drive efficient growth through CRM, AI, and data integration. Marketing Cloud Growth integrates marketing automation with sales, service, and commerce functionalities on Salesforce’s trusted customer platform, Einstein. Furthermore, Salesforce announced that marketers can leverage Data Cloud at no cost, enabling them to access trusted first-party data crucial for AI-driven, personalized customer experiences. Why it matters: Studies show that 51% of marketers use generative AI to streamline tasks like content creation, copywriting, and market data analysis. However, without high-quality first-party data, AI-generated content lacks the accuracy necessary for businesses to trust and utilize it effectively. AI has significant potential to benefit small businesses, which spend nearly 11 hours per week drafting emails—time that could be saved through AI-driven automation for content creation, personalization, and optimized customer communication timing. By consolidating CRM, AI, and data within a unified platform, these innovations empower businesses to deliver compelling, interconnected customer experiences. Steve Hammond, EVP and GM, Marketing Cloud, Salesforce perspective: “Marketers want to leverage AI to fuel creativity, drive efficiency, and grow their business, but often lack the necessary data for accurate, trustworthy results. By consolidating CRM, AI, and data within a single platform, these innovations empower businesses to deliver the compelling connected experiences customers expect.” With Marketing Cloud Growth, small businesses gain access to Data Cloud and generative AI directly within their workflow, integrating multi-channel marketing with sales, service, and commerce on a single platform. New customers can easily start leveraging data and generative AI to: Additionally, Data Cloud, available at no cost to Salesforce customers, enables: Go deeper: Data Cloud enables companies to consolidate trapped data into Salesforce, creating a comprehensive 360-degree view of customers across products, services, and interactions. Einstein 1 seamlessly integrates with Data Cloud to unlock organizational data for superior customer experiences, AI-driven employee augmentation, and enhanced profitability. Manage Your Marketing App: Salesforce admins, Data Cloud admins, and marketing admins configure and manage Marketing Cloud Growth. Determine whether these roles are consolidated or managed by multiple individuals. Increase Productivity with AI: Predictive and generative AI tools from Einstein in Marketing Cloud Growth enhance work outcomes and day-to-day productivity. Comply with Privacy Regulations: Stay compliant with privacy and consent regulations using Marketing Cloud Growth’s consent management tools, including default marketing communication subscriptions and a built-in email preference page. Target Audiences with Marketing Cloud Growth: Utilize Data Cloud data to filter segments, ensuring your campaigns reach the right audience. Manage Marketing Efforts with Campaigns: Design and automate campaigns in a centralized hub with templated options for content creation. Manage Content in Marketing Cloud Growth: Organize and create various content types within the Content tab powered by Salesforce CMS. Measure Success in Marketing Cloud Growth: Monitor performance and campaign success with Data Cloud reports available in the Analytics tab. Marketing Cloud Growth will initially launch in the United States and Canada, with plans to expand to EMEA by year-end and additional regions thereafter. Salesforce customers with Sales or Service Enterprise Edition (EE) or above can access Data Cloud at no cost. 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

February 20, 2024in Marketing Automation, Salesforce, Salesforce Data Cloud, Salesforce Einstein

21Jan

Salesforce Data Cloud License Offer

At Dreamforce 2023, Salesforce announced that Data Cloud free licenses are now included for all Enterprise Edition or above customers so they can become familiar with the new capabilities and develop use case ideas for Salesforce Data Cloud. Salesforce Data Cloud License Offer! Are you taking advantage of Salesforce Data Cloud’s customer 360 capabilities when it comes to intuitive, fast, efficient customer service? Today is the day! With the Salesforce Data Cloud Offer you can take advantage now! Data Cloud is the fastest growing organically built product in Salesforce’s history (Salesforce built it themselves, not via acquisitions). Data Cloud could be described as the ‘Holy Grail of CRM’, meaning that the data problem that’s existed since the earliest days of CRM is now finally solved. This is truly a 360 degree customer view. Why is Data Cloud important? A data cloud gives you an infrastructure for efficient data management across multiple systems at any scale. You can ensure data is available to anyone who needs it without compromising data integrity or security. There’s never been a better time to partner with Tectonic to explore Salesforce Data Cloud for your data and your business. Take advantage of the Data Cloud License Offer today. Like1 Related Posts 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 CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Advantages of a Cloud Managed Service Provider Considering outsourcing your IT management to a cloud managed service provider? Here are several benefits of opting for a cloud Read more

January 21, 2024in Salesforce Data Cloud, Salesforce Managed Services

03Jan

Salesforce Einstein Commerce

Elevate Your Commerce Store Experience with Commerce Einstein Transform your commerce store with the advanced capabilities of Commerce Einstein, which includes features like Goals and Recommendations, the Commerce Concierge bot, Smart Promotions, and SEO-optimized meta tags. Salesforce Einstein Commerce, Enhance Store Performance with Goals and Recommendations Achieve key performance objectives for your store such as increased site conversion, higher site traffic, and greater average order value. Utilize an intuitive framework powered by AI recommendations to implement intelligent actions quickly and efficiently, facilitating the setup and growth of your store. Track progress with insights from Data Cloud. This feature is available for B2B Commerce and D2C Commerce in the Enterprise, Unlimited, and Developer editions. Access it through the Goals and Recommendations option in the Commerce App Navigation menu. Optimize Shopping Experience with the Commerce Concierge Bot Enhance the shopping experience by providing conversational product recommendations and reordering capabilities with the Commerce Concierge bot. Build a new bot using the Commerce Concierge template to connect your store to a new Einstein bot, or upgrade an existing bot with new Commerce Concierge bot blocks. This allows customers to authenticate, manage multiple accounts, reorder, and utilize Einstein’s generative AI features. Craft Intelligent Promotions with Einstein Create promotions effortlessly using Einstein and reliable data from Commerce Cloud. Employ natural language instructions and generative AI to quickly generate both simple and advanced promotions, making your promotional efforts smarter and more effective. Enhance SEO with Einstein Meta Tags Boost your SEO performance by using Einstein’s generative AI to create Page Title Tags and Page Meta Descriptions for products. This enriches search engines with relevant information, improving your store’s visibility. Alternatively, you can manually create and manage page meta tags through the SEO tab on a product record. Reduce Return Rates with Einstein Return Insights Analyze return reasons to refine product listings and minimize return rates. Einstein helps you identify up to 20 high return-rate products and provides analyzed and categorized return reasons, enabling you to make strategic improvements. Facilitate Product Discovery with AI-Powered Search (Generally Available) Improve your customers’ product discovery experience with Einstein semantic search. Using natural language processing, this feature interprets queries to deliver relevant results, accommodating synonyms, alternative spellings, typos, and more. For example, it matches terms like “couch” and “sofa” or “jumper” and “sweater,” aligning with the searcher’s intent. Enhance your commerce store with these innovative features from Commerce Einstein to drive growth, improve customer experience, and optimize operational efficiency. 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

January 3, 2024in Generative AI, Salesforce, Salesforce Einstein

22Dec

Marketing Cloud Growth and Advanced Editions

While Growth Edition is tailored to small businesses looking to get started with robust marketing automation, Advanced Edition caters to companies that need more sophisticated tools to scale personalization efforts, improve customer engagement, and streamline workflows. It offers additional features, including real-time journey testing, predictive AI for customer scoring, and advanced SMS capabilities, allowing businesses to enhance every touchpoint with their customers.

December 22, 2023in Data, Enterprise, Marketing Automation, Salesforce, Salesforce Data Cloud, Salesforce Implementation Services, Salesforce Marketing Automation, Salesforce Marketing Cloud, Technology

14Dec

Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities

Salesforce (NYSE: CRM) has announced major updates to its Einstein 1 Platform, introducing the Data Cloud Vector Database and Einstein Copilot Search. These new features aim to power AI, analytics, and automation by integrating business data with large language models (LLMs) across the Einstein 1 Platform. Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities. Unifying Business Data for Enhanced AI The Data Cloud Vector Database will unify all business data, including unstructured data like PDFs, emails, and transcripts, with CRM data. This will enable accurate and relevant AI prompts and Einstein Copilot, eliminating the need for expensive and complex fine-tuning of LLMs. Built into the Einstein 1 Platform, the Data Cloud Vector Database allows all business applications to harness unstructured data through workflows, analytics, and automation. This enhances decision-making and customer insights across Salesforce CRM applications. Introducing Einstein Copilot Search Einstein Copilot Search will provide advanced AI search capabilities, delivering precise answers from the Data Cloud in a conversational AI experience. This feature aims to boost productivity for all business users by interpreting and responding to complex queries with real-time data from various sources. Key Features and Benefits Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities Data Cloud Vector Database Einstein Copilot Search Addressing the Data Challenge With 90% of enterprise data existing in unstructured formats, accessing and leveraging this data for business applications and AI models has been challenging. As Forrester predicts, the volume of unstructured data managed by enterprises will double by 2024. Salesforce’s new capabilities address this by enabling businesses to effectively harness their data, driving AI innovation and improved customer experiences. Salesforce’s Vision Rahul Auradkar, EVP and GM of Unified Data Services & Einstein, stated, “The Data Cloud Vector Database transforms all business data into valuable insights. This advancement, coupled with the power of LLMs, fosters a data-driven ecosystem where AI, CRM, automation, Einstein Copilot, and analytics turn data into actionable intelligence and drive innovation.” Practical Applications Customer Success Story Shohreh Abedi, EVP at AAA – The Auto Club Group, highlighted the impact: “With Salesforce automation and AI, we’ve reduced response time for roadside events by 10% and manual service cases by 30%. Salesforce AI helps us deliver faster support and increased productivity.” Availability Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities Salesforce’s new Data Cloud Vector Database and Einstein Copilot Search promise to revolutionize how businesses utilize their data, driving AI-powered innovation and improved customer experiences. Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities 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

December 14, 2023in Einstein 1 Platform, Salesforce

12Dec

Data Cloud Credits

Credits are the currency of usage in Salesforce Data Cloud, where every action performed consumes credits. The consumption rate varies based on the complexity and compute cost of the action, reflecting different platform features. Data Cloud Pricing Model The pricing model for Data Cloud consists of three primary components: Data Service Credits Each platform action incurs a specific compute cost. For instance, processes like connecting, ingesting, transforming, and harmonizing data all consume ‘data service credits’. These credits are further divided into categories such as connect, harmonize, and activate, each encompassing multiple services with differing consumption rates. Segment and Activation Credits Apart from data service credits, ‘segment and activation credits’ are consumed based on the number of rows processed when publishing and activating segments. Monitoring Consumption Currently, Data Cloud users must request a consumption report from their Salesforce Account Executive to review credit and storage usage. However, the new Digital Wallet feature in the Summer ’24 Release will provide users with real-time monitoring capabilities. This includes tracking credit and storage consumption trends by usage type directly within the platform. Considerations and Best Practices To optimize credit consumption and ensure efficient use of resources, consider the following best practices: Final Thoughts Credits are integral to Data Cloud’s pricing structure, reflecting usage across various platform activities. Proactive monitoring through the Digital Wallet feature enables users to manage credits effectively, ensuring optimal resource allocation and cost efficiency. Content updated June 2024. 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

December 12, 2023in Salesforce Data Cloud, Snowflake

11Dec

Copy Images to Salesforce CMS Workspace

To Copy Images to Salesforce CMS Workspace you have several options. Transferring Images to Salesforce CMS Transfer your images to a Salesforce CMS workspace where they can be accessed for future marketing initiatives, such as creating an email campaign. This feature is available for Marketing Cloud Account Engagement Growth edition with Data Cloud enabled. To enable marketers to use their Account Engagement image files for future campaigns, allow the copying of images to a CMS Marketing workspace in Salesforce. Adding Images from Salesforce CMS to Your LWR Site You can add images from Salesforce CMS directly to your site page or to components populated with CMS content. In Experience Builder, you can update images attached to CMS content without altering the image in the Salesforce CMS workspace. To create dynamic content displays, nest content components within layout components on your LWR site, leveraging data binding. Creating and Cloning Content Content created in a CMS workspace is specific to that workspace and is generated in the default language. The process for adding content to a CMS workspace differs from adding content to an enhanced CMS workspace. Enhanced CMS workspaces allow you to clone content and create variants. Adding Content to a CMS Workspace: Adding Content to an Enhanced CMS Workspace: Note: When linking to external URLs, ensure your org supports the domain by reviewing the Content Security Policy (CSP) settings in Setup and adding the domain to your trusted URL list. Managing and Updating Image References When you update images in Salesforce CMS, all content referencing those images is updated as well. For example, changing an image in a published news piece will automatically update the image for your readers. Here’s how to manage image references: Salesforce CMS Media Content ID (MCID) The Media Content ID (MCID) is a unique identifier for images in Salesforce CMS. It can be found in: By leveraging Salesforce CMS, you can streamline the management and delivery of your marketing content, ensuring a consistent and efficient workflow for all your digital initiatives. 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

December 11, 2023in Salesforce

22Nov

Salesforce Einstein 1 Platform

Salesforce unveils the groundbreaking Einstein 1 Platform, a transformative force in enterprise AI designed to enhance productivity and cultivate trusted customer experiences by seamlessly integrating data, AI, and CRM. This advanced platform meets the demands of a new AI era, adeptly managing extensive disconnected data, offering flexibility in AI model selection, and seamlessly integrating with workflow processes while prioritizing customer trust. Salesforce Einstein 1 Platform is a game changer from Salesforce. What is the Salesforce Einstein 1 platform? Einstein 1 has a mixture of artificial intelligence tools on the platform, and it kind of mirrors the way the core Salesforce platform is built, standardized and custom. We have out of the box AI features such as sales email generation in Sales Cloud, and service replies in Service Cloud. The Einstein 1 Platform consolidates data, AI, CRM, development, and security into a unified, comprehensive platform, empowering IT professionals, administrators, and developers with an extensible AI platform for rapid app development and automation. Streamlining change and release management, the DevOps Center allows centralized oversight of project work at every stage of the application lifecycle management process, ensuring secure data testing and AI app deployment. Salesforce customizes security and privacy add-on solutions, including data monitoring and masking, backup implementation, and compliance with evolving privacy and encryption regulations. Grounded in the Einstein 1 Platform, Salesforce AI delivers trusted and customizable experiences by leveraging customer data to create predictive and generative interactions tailored to diverse business needs. What are the Einstein platform products? Commerce Cloud Einstein is a generative AI tool that can be used to provide personalized commerce experiences throughout the entire buyer’s journey. It can be used to generate auto-generated recommendations, content, and communications that are based on real-time data from the Data Cloud. Einstein 1 serves as a comprehensive solution for organizations seeking a unified 360-degree view of their customers, integrating Silverline expertise to maximize AI potential and scalability. The introduction of Einstein 1 Data Cloud addresses data integration challenges, enabling users to connect any data source for a unified customer profile enriched with AI, automation, and analytics. Salesforce Data Cloud unifies and harmonizes customer data, enterprise content, telemetry data, Slack conversations, and other structured and unstructured data to create a single view of the customer. Einstein 1 Data Cloud is natively integrated with the Einstein 1 Platform and allows companies to unlock siloed data and scale in entirely new ways, including: Supporting thousands of metadata-enabled objects per customer, the platform ensures scalability, while re-engineering Marketing Cloud and Commerce Cloud onto the Einstein 1 Platform enables seamless incorporation of massive data volumes. Salesforce offers Data Cloud at no cost for Enterprise Edition or above customers, underscoring its commitment to supporting businesses at various stages of maturity. Einstein Copilot Search and the Data Cloud Vector Database further enhance Einstein 1 capabilities, providing improved AI search and unifying structured and unstructured data for informed workflows and automation. Einstein 1 introduces generative AI-powered conversational assistants, operating within the secure Einstein Trust Layer to enhance productivity while ensuring data privacy. Businesses are encouraged to embrace Einstein 1 as a strategic move toward becoming AI-centric, leveraging its unified data approach to effectively train AI models for informed decision-making. Salesforce’s Einstein 1 Platform introduces the Data Cloud Vector Database, seamlessly unifying structured and unstructured business data to enhance AI prompts and streamline workflows. Generative AI impacts businesses differently, augmenting processes to improve efficiency and productivity across sales, service, and field service teams. Einstein 1 Platform addresses challenges of fragmented customer data, offering a unified view for effective AI model training and decision-making. Salesforce’s continuous evolution ensures businesses have access to cutting-edge AI technologies, positioning Einstein 1 as a crucial tool for staying ahead in the AI-centric landscape. Ready to explore Data Cloud for Einstein 1? Limited access is available for $0, offering businesses an exclusive opportunity to leverage this transformative solution. Salesforce’s Einstein 1 Platform introduces advancements in AI search capabilities and unification of structured and unstructured business data, empowering informed workflows and automation. Einstein GPT expands conversational AI across Marketing and Commerce clouds, with the Data Cloud Vector Database playing a pivotal role in unifying data for Einstein 1 users. Einstein now has a generative AI-powered conversational AI assistant that includes Einstein Copilot and Einstein Copilot Studio. These two capabilities operate within the Einstein Trust Layer – a secure AI architecture built natively into the Einstein 1 Platform that allows you to leverage generative AI while preserving data privacy and security standards. Einstein Copilot is an out-of-the-box conversational AI assistant built into the user experience of every Salesforce application. Einstein Copilot drives productivity by assisting users within their flow of work, enabling them to ask questions in natural language and receive relevant and trustworthy answers grounded in secure proprietary company data from Data Cloud. Data Cloud Vector Database simplifies data integration, enhancing AI prompts without costly updates to specific business models. Data Cloud, integrated with the Einstein Trust Layer, provides secure data access and visualization, enabling businesses to fully harness generative AI. Einstein 1, with Data Cloud, offers a solution for organizations seeking comprehensive customer insights, guided by Silverline expertise for AI maximization. Salesforce’s Einstein 1 Platform securely integrates data, connecting various products to empower customer-centric businesses with AI-driven applications. Data Cloud for Einstein 1 supports AI assistants and enhances customer experiences, driving productivity and reducing operational costs. Einstein 1’s impact is evident in increased productivity and enhanced customer experiences, with ongoing evolution ensuring businesses stay at the forefront of AI technology. Generative AI augments existing processes, particularly in sales, service, and customer support, with Einstein 1 providing tools for streamlined operations. Salesforce’s Einstein 1 Platform introduces AI search enhancements and unified data capabilities, empowering businesses with informed decision-making and automation. Ready to embrace AI-driven productivity? Explore Data Cloud for Einstein 1 and revolutionize your business operations today. 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

November 22, 2023in Einstein 1 Platform, Salesforce, Salesforce Einstein

26Oct

RAG – Retrieval Augmented Generation in Artificial Intelligence

Salesforce has introduced advanced capabilities for unstructured data in Data Cloud and Einstein Copilot Search. By leveraging semantic search and prompts in Einstein Copilot, Large Language Models (LLMs) now generate more accurate, up-to-date, and transparent responses, ensuring the security of company data through the Einstein Trust Layer. Retrieval Augmented Generation in Artificial Intelligence has taken Salesforce’s Einstein and Data Cloud to new heights. These features are supported by the AI framework called Retrieval Augmented Generation (RAG), allowing companies to enhance trust and relevance in generative AI using both structured and unstructured proprietary data. RAG Defined: RAG assists companies in retrieving and utilizing their data, regardless of its location, to achieve superior AI outcomes. The RAG pattern coordinates queries and responses between a search engine and an LLM, specifically working on unstructured data such as emails, call transcripts, and knowledge articles. How RAG Works: Salesforce’s Implementation of RAG: RAG begins with Salesforce Data Cloud, expanding to support storage of unstructured data like PDFs and emails. A new unstructured data pipeline enables teams to select and utilize unstructured data across the Einstein 1 Platform. The Data Cloud Vector Database combines structured and unstructured data, facilitating efficient processing. RAG in Action with Einstein Copilot Search: RAG for Enterprise Use: RAG aids in processing internal documents securely. Its four-step process involves ingestion, natural language query, augmentation, and response generation. RAG prevents arbitrary answers, known as “hallucinations,” and ensures relevant, accurate responses. Applications of RAG: RAG offers a pragmatic and effective approach to using LLMs in the enterprise, combining internal or external knowledge bases to create a range of assistants that enhance employee and customer interactions. Retrieval-augmented generation (RAG) is an AI technique for improving the quality of LLM-generated responses by including trusted sources of knowledge, outside of the original training set, to improve the accuracy of the LLM’s output. Implementing RAG in an LLM-based question answering system has benefits: 1) assurance that an LLM has access to the most current, reliable facts, 2) reduce hallucinations rates, and 3) provide source attribution to increase user trust in the output. Retrieval Augmented Generation in Artificial Intelligence Content updated July 2024. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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

October 26, 2023in Einstein 1 Platform, Generative AI, Salesforce, Salesforce Data Cloud

09Oct

Einstein 1 is Coming

What Does the New Einstein 1 Data Cloud Mean for Your Organization? Einstein 1 is Coming One of the major announcements at Dreamforce was the exciting intro that Einstein 1 is Coming. The Einstein 1 Data Cloud is now natively integrated with the Einstein 1 Platform. This integration allows users to connect any data, create unified customer profiles, and enhance every customer experience with AI, automation, and analytics. This is a giant step for Salesforce-kind. It can revolutionize the ways businesses engage with their customers. While this announcement is exciting, what does it mean for organizations at different stages of their Salesforce journey? In this insight, we explore the announcement details, considerations for using the Einstein 1 Data Cloud in your company, and how Tectonic can assist in navigating this new offering. What’s New with the Platform? The integration of Salesforce Data Cloud and Einstein AI into the Einstein 1 Platform marks a significant enhancement. The platform integration enables companies to securely connect any data, build AI-powered apps with low code, and deliver superior CRM experiences. It unifies data across the enterprise by mapping it to Salesforce’s underlying metadata framework, regardless of how the data is structured in disparate systems. Regardless of how complex it is. What is Einstein 1 Data Cloud? The Key to Unified Data Salesforce Einstein 1 Data Cloud unifies customer data, enterprise content, telemetry data, Slack conversations, and other structured and unstructured data to create a single view of the customer. This integration unlocks otherwise siloed data and scales operations in new ways: Salesforce has announced that Enterprise Edition and above customers can use Data Cloud at no additional cost. However, organizations should consider their position on the Salesforce maturity curve before implementation. Data Cloud’s capabilities, while extensive, might not fully optimize data for organizations further along in their Salesforce journey without a thorough trial. What is the Einstein Conversational Assistant? An AI-Powered Shift Einstein now includes a generative AI-powered conversational assistant featuring Einstein Copilot and Einstein Copilot Studio. These tools operate within the Einstein Trust Layer, a secure AI architecture native to the Einstein 1 Platform that ensures data privacy and security. Why Should Organizations Consider Einstein 1? Customer data is often fragmented and siloed across disparate systems, preventing a unified view necessary for informed business decision-making. Data unification is essential for data-driven decision making and fully getting the full ROI of AI. AI is a major trend in technology, but effective AI requires comprehensive, aligned data. Without a unified data foundation, AI’s potential is limited. Einstein 1 with Data Cloud provides the solution by consolidating data, enabling the training of AI models to make optimal decisions and recommendations. How Can Tectonic Help You Transition? Tectonic brings extensive Salesforce expertise and industry-specific experience in sectors heavily reliant on data, such as healthcare, financial services, and travel and tourism. These industries face strict data regulations and often have siloed data in legacy systems. Einstein 1 helps organizations achieve a 360-degree view of their customers by unifying data. Tectonic can assist in maximizing AI on the Salesforce platform by building a robust data foundation and providing a roadmap for future scalability. While both Einstein 1 and AI Cloud are Salesforce terms that promise AI-driven capabilities, there are differences to consider. Einstein 1 Platform is a comprehensive suite that includes Data Cloud, AI tools, and automation capabilities. In contrast, AI Cloud is more of an overarching term that might encompass Einstein 1 as part of its suite, focusing on the broader application of AI across Salesforce’s entire range of products and services. Understanding these distinctions is critical in identifying which solution aligns with your organizational needs. 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

October 9, 2023in Einstein 1 Platform, Mulesoft, Salesforce, Salesforce Data Cloud, Salesforce Einstein

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