Data Cloud Archives - gettectonic.com - Page 4
What is Up with Salesforce Analytics?

What is Up with Salesforce Analytics?

Tableau/CRM Analytics, Tableau Next, and Marketing Intelligence represent different facets of a unified analytics platform built on the Salesforce ecosystem. They offer various levels of integration and AI-driven capabilities for data analysis and insights, catering to diverse user needs within organizations.  Let’s break it down: Tableau/CRM Analytics (formerly Einstein Analytics): Tableau Next: Marketing Intelligence: Relationship and Integration: In essence, Tableau/CRM Analytics provides a foundational layer for CRM-specific analytics, while Tableau Next and Marketing Intelligence build upon that foundation to offer more advanced and AI-driven insights across the entire organization, according to Salesforce.  Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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Expanded Availability of Marketing Cloud Growth and Advanced

Expanded Availability of Marketing Cloud Growth and Advanced

What the Expanded Global Availability of Marketing Cloud Growth and Advanced Editions Means for You Salesforce is bringing more power, more reach, and more connections to marketers around the globe. Since the debut of Marketing Cloud Growth and Advanced Editions last spring, Salesforce has steadily expanded their global footprint—bringing powerful capabilities to marketers worldwide. In 2024, these editions rolled out across North America, Asia/Middle East, and Latin America, enabling organizations to unify marketing, sales, service, and commerce on a single platform. With built-in access to Agentforce, teams can now save time and unlock smarter marketing by tapping into data from across the Salesforce ecosystem. Now, in spring 2025, Salesforce is extending access even further—launching in five new regions and enabling new channels like WhatsApp. This means more businesses can take advantage of unified workflows, regional data residency, and AI-powered customer journeys at scale. 🌍 New Regions Now Supported As of early 2025, Marketing Cloud Growth and Advanced Editions (and Data Cloud) are now available in five additional regions, enhancing data residency and local compliance: Why it matters:Data residency—storing and processing data in the same region it’s collected—is critical for compliance, trust, and security. These new region-specific deployments help businesses meet local regulations and ensure a secure, performant experience for users. What’s next?Additional regions, including markets across ASEAN, are set to go live in the first half of 2025. 📲 Channel Expansion: Now with Native WhatsApp Salesforce has also expanded channel support for Marketing Cloud Growth and Advanced Editions by introducing native WhatsApp messaging. 🚀 The Big Picture With expanded regional support, native WhatsApp messaging, and seamless integration with Agentforce and Data Cloud, Marketing Cloud Growth and Advanced Editions are empowering global teams to deliver more personalized, automated, and compliant experiences—at scale. This is marketing that meets the moment—wherever your customers are. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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SaaS Data Protection from Own

Salesforce Integrates Own Co. Capabilities

Salesforce Integrates Own Co. Capabilities to Strengthen Data Resilience, Security, and AI Readiness Salesforce has fully integrated Own Co.’s data backup, recovery, and security solutions into its platform, equipping partners and customers with enhanced tools for data resilience, compliance, and security—critical foundations as businesses adopt AI-driven solutions. Marla Hay, Vice President of Product Management for Security, Privacy, and Data Management at Salesforce, emphasized in an interview with CRN that these new capabilities are essential as partners guide customers through AI adoption. “Before launching any major AI initiative, ensuring robust data backup and hygiene is critical,” Hay said. “With AI and autonomous agents, the quality of insights depends entirely on the integrity of your data. These new tools help businesses minimize risk while maximizing AI’s potential.” Key Enhancements for AI and Security The integration empowers solution providers to: “Clean, well-managed data isn’t just about compliance—it accelerates operations, enhances customer experiences, and ensures accuracy,” Hay added. Salesforce announced its acquisition of Own Co. in September 2023, bringing over 7,000 customers into its ecosystem. The newly integrated features include: 1. Secure Data Masking & Sandbox Testing 2. Enhanced Monitoring & Threat Detection 3. Robust Backup & Recovery 4. AI-Ready Data Insights with Salesforce Discover 5. Cost-Efficient Data Archiving Why This Matters for AI Adoption As businesses increasingly rely on AI agents and predictive analytics, ensuring data integrity, security, and recoverability is non-negotiable. Salesforce’s integration of Own Co.’s capabilities provides a low-risk pathway to cleaner, more resilient data—ultimately leading to: For partners and customers, these enhancements mean smoother AI deployments, reduced risk, and better business outcomes. Interested in leveraging these new capabilities? Contact Tectonic today. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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Slack Operating System

Agentforce in Slack

Agentforce in Slack: Elevating Engineering Productivity at Salesforce At Salesforce, we’ve proven that engineers do scale—when you remove the bottlenecks. The real challenge isn’t engineering talent; it’s the endless hunt for context. As teams expand, so does the time wasted searching for knowledge, switching between tools, and answering repetitive questions. Enter the Engineering Agent—a game-changing digital teammate built on Agentforce and deployed directly in Slack, where our engineers already collaborate. Integrated with Data Cloud, MuleSoft, and Heroku, this AI-powered assistant delivers instant, reliable support—whether answering technical questions, automating tests, or streamlining onboarding. The result? Engineers spend less time chasing information and more time building what matters. The Impact: Support Where Engineers Need It Most Senior engineers once spent 10+ minutes per support request—time better spent on high-value work. Now, the Engineering Agent in Slack serves as the first point of contact, providing instant answers in channels or DMs, 24/7. But it doesn’t stop there. Our agent acts as an “agent of agents”—intelligently routing questions to specialized sub-agents for precise, domain-specific responses. Each answer includes cited sources and relevant links, making knowledge access seamless without disrupting teammates. To ensure accuracy, the Engineering Agent continuously ingests structured and unstructured data from Slack, Confluence, GitHub, Google Docs, and more, with daily refreshes keeping responses up to date. Beyond Answers: Automating Workflows The Engineering Agent doesn’t just talk—it takes action. By orchestrating tasks via MuleSoft, it automates processes like: This reduces friction, accelerates workflows, and keeps engineers focused. The Future: Scaling Impact Today, the Engineering Agent supports 3,500+ users across 700+ Slack channels. As we expand from 18 to 30–40 specialized agents, we project: For Salesforce, Agentforce isn’t just a tool—it’s an always-on teammate. By embedding AI directly in Slack, we’ve transformed support, optimized workflows, and unlocked engineering potential. The Takeaway:For enterprises looking to boost productivity, modernize support, and empower engineers, deploying AI agents in Slack isn’t just smart—it’s essential. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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Salesforce’s AI Evolution

Salesforce’s AI Evolution:

Salesforce’s AI Evolution: Efficiency, Expansion, and What Comes Next Salesforce isn’t just a CRM giant anymore—it’s becoming a central hub for AI-driven enterprise automation. Its Agentforce platform, already in use by over 3,000 customers, is proving its worth, both for clients and internally. The company has automated 380,000 support requests with an 84% resolution rate without human intervention, while sales productivity has jumped 7% thanks to AI-generated leads. But the bigger story might be how Salesforce is changing the way businesses pay for AI. Moving toward consumption-based pricing—charging based on how much companies use AI agents and data—means revenue might fluctuate, but it also aligns with how modern tech scales. And with $37.9 billion in FY25 revenue (up 9% YoY) and net income surging 50%, Salesforce has the financial muscle to experiment. What’s Driving the AI Growth? The Risks: Unpredictability in the Shift The move to usage-based pricing means revenue could swing with customer adoption rates. If businesses are slow to ramp up AI usage, growth could stall. But if adoption accelerates—as it has internally, where AI has boosted engineering productivity by 30%—this model could pay off big. The Bottom Line Salesforce is betting that AI will make it indispensable to enterprises. With strong financials, a growing AI customer base, and smart partnerships, it’s well-positioned—but the real test will be whether businesses fully embrace AI agents at scale. If they do, Salesforce could become far more than a CRM. (Originally published on wdstock, April 2025) Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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How AI Can Help Canadian Manufacturers Stay Competitive in a Changing Economy

Canada’s manufacturing sector faces mounting pressures—from a weak Canadian dollar to persistent supply chain disruptions. According to Salesforce’s Trends in Manufacturing Report, 63% of Canadian manufacturers say supply chain issues that began years ago still linger today, while unexpected equipment downtime costs large producers 8% of annual revenue. To navigate these challenges and future-proof operations, Canadian manufacturers must embrace AI-driven modernization—leveraging data intelligence, predictive analytics, and autonomous AI agents to boost efficiency, cut costs, and unlock new revenue streams. The Data Accessibility Challenge While 84% of Canadian manufacturers recognize the need to modernize, many struggle to extract real value from their digital investments. Key findings reveal: The problem? Siloed data prevents manufacturers from delivering real-time insights to frontline workers and AI tools—hindering predictive maintenance, inventory optimization, and customer service improvements. How AI Agents Drive Manufacturing Efficiency To maximize AI’s impact, manufacturers need a unified data platform (like Salesforce’s Manufacturing Data Cloud) that integrates: Autonomous AI agents (powered by natural language processing) can then automate decision-making, such as:✅ Detecting sales contract deviations and auto-correcting pricing or fulfillment issues.✅ Predicting equipment failures and scheduling proactive maintenance.✅ Optimizing stock levels by auto-reordering when inventory dips. 3 Key Areas Where AI Delivers Immediate ROI The Path Forward: Building an AI-Ready Foundation With economic uncertainty looming, Canadian manufacturers must act now to:🔹 Break down data silos (integrate IoT, ERP, and CRM systems).🔹 Deploy AI agents for autonomous decision-making in sales, maintenance, and logistics.🔹 Train teams to work alongside AI—not against it. The bottom line? AI isn’t just a competitive advantage—it’s becoming a necessity for survival in modern manufacturing. By harnessing connected data and intelligent automation, Canadian manufacturers can cut costs, boost productivity, and secure their future in an unpredictable global market. Ready to modernize? Start by auditing your data infrastructure—because AI is only as powerful as the insights it can access. Tectonic can help. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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Google Data Studio and Salesforce

What Does the Salesforce Google Cloud Partnership Mean?

Salesforce and Google Cloud Expand AI Partnership: What It Means for Your Business Enterprise AI is evolving at an unprecedented pace. This week, Salesforce and Google Cloud announced a major expansion of their strategic partnership, promising to give businesses greater flexibility, power, and choice in building AI-driven customer experiences and data strategies. This collaboration isn’t just about new technology—it’s about reimagining how businesses engage customers, unlock insights, and drive efficiency with AI. But what does that mean in practical terms? Let’s break down the top key opportunities. Why This Matters for Your Business In today’s business arena, AI isn’t just an advantage—it’s a necessity. With this partnership, businesses can: ✅ Unify Data Seamlessly – Break down silos with a zero-copy architecture, eliminating data fragmentation.✅ Leverage AI Flexibility – Choose predictive, generative, and multi-modal AI models without vendor lock-in.✅ Ensure Trust & Security – Use bias detection, explainability tools, and enterprise-grade security.✅ Streamline Workflows – Automate processes across Salesforce, Google Cloud, and other key platforms. This partnership isn’t just about adding AI—it’s about creating an intelligent, unified ecosystem that connects data, applications, and AI models. AI in Action: How Businesses Can Benefit 1️⃣ Smarter, Faster Customer Support with AI Agents With Salesforce Agentforce powered by Google Gemini AI, businesses can deploy multi-modal AI agents that handle text, images, audio, and video, creating more natural and intelligent customer interactions. 🔹 AI-Powered Insurance ClaimsA customer submits an insurance claim by uploading images of car damage and leaving an audio voicemail. Agentforce can:✔️ Analyze both the image and audio to assess the claim.✔️ Cross-check details using real-time Google Search grounding.✔️ Generate a claim recommendation in seconds, reducing wait times. 🔹 AI-Driven Contact CentersSupport agents struggle to gauge frustration over the phone. With Google Cloud AI in Service Cloud, businesses can:✔️ Analyze tone and sentiment in real time.✔️ Escalate calls automatically when frustration is detected.✔️ Provide AI coaching to help agents respond effectively. 2️⃣ Proactive Business Insights: AI That Thinks Ahead AI doesn’t just respond to customer needs—it anticipates them. By integrating Salesforce Data Cloud with Google BigQuery and Vertex AI, businesses can predict and prevent issues before they arise. 🔹 AI-Powered Supply Chain Risk DetectionA global retailer can:✔️ Monitor real-time risks (weather, port congestion, geopolitical issues).✔️ Predict delays before they happen.✔️ Automatically adjust supply routes to minimize disruptions. 🔹 AI-Driven Sales Forecasting & Lead ScoringWith Gemini AI inside Agentforce, sales teams can:✔️ Predict lead conversion rates with AI-driven analytics.✔️ Analyze customer intent from emails, calls, and social interactions.✔️ Get AI-powered recommendations to optimize outreach. 3️⃣ Hyper-Personalized Customer Experiences Customers expect brands to know them. With Salesforce Data Cloud + Google AI, businesses can deliver personalized experiences at scale. 🔹 AI-Powered Shopping AssistantsA luxury e-commerce brand can:✔️ Let customers upload a photo of an item they love.✔️ Use AI to identify similar products and make recommendations.✔️ Incorporate real-time sentiment analysis to refine suggestions. 🔹 AI-Driven Dynamic Pricing & PromotionsA travel company using Salesforce Data Cloud + Vertex AI can:✔️ Analyze real-time demand, competitor pricing, and customer behavior.✔️ Dynamically adjust pricing and offer personalized promotions.✔️ Deploy A/B tests to optimize revenue strategies. 4️⃣ A Unified Data Strategy for Smarter Decisions The biggest advantage of this partnership? Seamless connectivity between Salesforce Data Cloud, Vertex AI, BigQuery, Tableau, and Looker, creating AI-powered business intelligence. 🔹 AI-Powered Business DashboardsA global enterprise with multiple CRM and ERP systems can:✔️ Consolidate real-time data without duplication.✔️ Use AI-powered insights to surface key trends.✔️ Automate predictive analytics dashboards for proactive decision-making. 🔹 AI-Driven Revenue IntelligenceA SaaS company can:✔️ Analyze churn risk and upsell opportunities.✔️ Use AI-driven insights to optimize sales and marketing.✔️ Deploy custom Vertex AI models directly in Salesforce workflows. The Takeaway The Salesforce-Google Cloud partnership brings unmatched AI and data capabilities to businesses, enabling: ✅ Seamless data unification for smarter decision-making.✅ AI-powered automation to reduce workload and drive efficiency.✅ Advanced AI models for hyper-personalized customer experiences. As AI adoption accelerates, businesses that invest in the right strategy today will lead tomorrow. With Salesforce Data Cloud and Google Vertex AI, companies can embrace AI confidently, break down data silos, and drive transformation like never before. Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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CaixaBank and Salesforce Partner to Revolutionize Banking with AI-Powered Personalization

CaixaBank and Salesforce Partner to Revolutionize Banking with AI-Powered Personalization

Barcelona – CaixaBank, Spain’s leading digital bank, has deepened its collaboration with Salesforce to redefine customer experience through AI-driven personalization and data intelligence. The partnership will integrate Salesforce’s Agentforce AI assistants and Data Cloud solutions into CaixaBank’s operations, enhancing efficiency, decision-making, and customer engagement. Transforming Banking with AI Assistants and Real-Time Data Under the agreement, CaixaBank will deploy Salesforce’s Agentforce—a suite of AI-powered virtual assistants designed to: Additionally, Salesforce Data Cloud will enable real-time data unification, ensuring secure, instant access to customer insights for hyper-personalized interactions. Use Case: AI-Powered Remote Contracting Assistant A flagship implementation is CaixaBank’s Remote Contracting Support Assistant, which leverages generative AI to: The assistant will soon evolve into an Agentforce AI agent, autonomously suggesting products, scheduling follow-ups, and promoting tailored offers. Why This Matters CaixaBank’s AI Leadership With 100+ dedicated AI specialists, CaixaBank is a pioneer in generative AI for finance, already deploying cognitive assistants and now scaling transformative use cases. Looking Ahead: The partnership will expand Salesforce’s role as CaixaBank’s centralized platform for sales and service, with further AI integrations underway. Key Takeaways:🔹 Agentforce AI automates service and empowers advisors.🔹 Data Cloud unlocks real-time, secure customer insights.🔹 Remote Contracting Assistant cuts wait times to <2 minutes.🔹 CaixaBank cements its status as Spain’s top digital bank. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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Agentforce Aids Distribution

Good360’s manual processes slowed their ability to distribute essential goods to communities in crisis. Agentforce will speed up distribution and automate donation matching for greater impact. About Good360 Good360 is a nonprofit organization on a mission to close the need gap. They work with corporate donors and nonprofit partners to put essential items like clothing and household items to great use. The Challenge for Good360 Manual processes hinder Good360’s efforts to get product donations to the people who need them. Good360 has been bridging the gap between surplus and demand since 1983, when it was founded to help distribute million worth of donated office equipment to nonprofits. What started as a single act of generosity has grown into a nationwide operation that’s distributed more than $18 billion in essential products, helped more than 100 million people, and kept all those excess goods out of landfills in the process. With millions of people in the U.S. living in poverty and natural disasters increasing in frequency and intensity, demand for their services will only continue to grow. From distributing emergency supplies to communities devastated by Hurricane Helene in Georgia to bringing comfort to NICU families in Florida, Good360’s impact is widely varied and deeply felt. Their challenge isn’t typically a lack of donations, rather, it’s ensuring that donations reach the right people at the right time. When a corporation notifies Good360 that a donation is ready, the matching team must manually search their network of tens of thousands of nonprofit partners to assess which ones have an urgent need for that type of donation. Then, they have to calculate possible shipping distances, contact the nonprofit to check whether the donation is still essential, and verify the shipping destination. Good360’s work plays a significant role in disaster recovery where every second counts. Even though this work is urgent, only two employees are dedicated to coordinating disaster-related donation matching. “The people who join Good360 are motivated to make a difference, they’re laser-focused on furthering our mission” said Stephane Moulec, Good360’s Chief Technology Officer. “Operations are part of what we do, but anything that streamlines admin so our employees can spend more time on building relationships with nonprofit partners and affected communities is a huge win.” With thousands of truckloads of goods coming in every year, this laborious matching process constrained the number of donations they were able to accept and distribute. “Globally, a significant amount of goods that could be matched to disaster survivors end up going to the landfill,” said Moulec. “Good360 is here to change that.” Good360 is determined to maximize every donation while reducing their carbon footprint and keeping operational costs low. They knew that with the right solution, they could increase the number of donations they’re able to accept, streamline distribution, and ensure critical supplies reach people faster. How Salesforce Helps Good360 Agentforce-powered resource matching is expected to triple Good360’s disaster recovery impact. Good360 is taking their mission to the next level with Agentforce — the agentic layer of the Salesforce Platform. To get goods to disaster-affected communities faster, they’re building a resource-matching agent that automates the donation routing process. Agentforce prioritizes communities that could use the donation most while recommending the nearest location, to reduce fuel consumption. Powered by Data Cloud, which harmonizes data from Nonprofit Cloud and third-party systems like NetSuite, Agentforce will instantly analyze donor, partner nonprofit, community, and logistics data to generate a curated list of top matches for each donation. Nonprofit Cloud unifies data for incoming donations, nonprofit profiles, and fundraising, while the prebuilt connection with NetSuite streamlines inventory, procurement, and business transactions — which will give Agentforce access to critical operational and financial data. Plus, Agentforce’s deep integration with Nonprofit Cloud ensures every donation is properly cataloged and placed where it makes the most sense, considering everything from travel distance and storage to cause alignment. “It was so fast and easy to ground our agents in the right data and test as we went,” said Lashowna Dukes, Good360’s Senior Salesforce Administrator. “We were confident in the logic of the outputs.” For example, if a sportswear company donates 15,000 pairs of unworn children’s shoes to a post-hurricane recovery effort, Agentforce will compile a list of nearby nonprofit partners that supply clothing to children. Instead of manually sorting through their network of tens of thousands of partner nonprofits, the matching team can immediately start outreach based on Agentforce’s recommendations. Once a nonprofit is selected, Agentforce will automatically update Nonprofit Cloud records, schedule shipments with third-party transportation vendors, and provide real-time email updates through Nonprofit Cloud to both the donor and recipient nonprofit. Its integration with Salesforce Maps allows Good360 to visualize the locations of donated products and partner nonprofits, making it easier to optimize routes and reduce transportation emissions. “With resource-matching agents, we’ll transform how we allocate and ship donations, reduce waste, cut our carbon footprint, and deliver disaster relief,” said Moulec. “We estimate this will save our employees over 1,000 hours annually, allowing them to focus on critical frontline response.” With Agentforce, Good360 will be able to connect disaster-affected communities with essential supplies up to three times faster with a goal of reducing its carbon footprint by 20%. It was so fast and easy to ground our agents in the right data and test as we went. We knew we could trust the outputs. Lashowna Dukes Senior Salesforce Administrator, Good360 AI agents will give Good360 the power to scale their impact without stretching their staff. Optimized resource matching is just the start. Good360 sees big potential for Agentforce to support fundraising by handling research, data collection, and impact analysis — freeing up staff to focus on building relationships with donors and nonprofit partners. With hundreds of corporate donors and tens of thousands of nonprofit partners, Agentforce can help Good360 tap into their full network more consistently — something that isn’t possible with manual processes. For example, it can turn unstructured inputs like chats and emails with donors and nonprofit partners into insights for better

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Commerce Cloud and Agentic AI

5 Mindset Shifts That Revolutionized Salesforce Help with AI

When Salesforce challenged us to reinvent our help portal in just five days, we didn’t just redesign a UI—we reimagined how AI could transform customer support. Here’s how we turned Salesforce Help into an intuitive, agent-driven experience—and the key mindset shifts that made it possible. The Challenge: A Help Portal at Scale Salesforce Help serves 60 million annual visitors across 750,000+ articles in 18 languages. Yet, despite this vast knowledge base: Our mission? Reduce friction, boost self-service, and make help feel human—fast. From Static Portal to AI-Powered Guide: 5 Key Shifts 1. From Navigation to Conversation Old Approach: New Mindset: Result: Faster resolutions, fewer drop-offs. 2. From Content Management to Knowledge Engineering Old Approach: New Mindset: Result: Smarter self-service, fewer support tickets. 3. From Siloed Teams to Rapid Collaboration Old Approach: New Mindset: Result: A full UI overhaul in 5 days. 4. From Rigid UI to Adaptive Engagement Old Approach: New Mindset: Result: Feels like a helpful conversation, not a maze. 5. From Feature-Centric to Outcome-Driven Old Approach: New Mindset: Result: Cleaner, faster, higher adoption. The Impact: A Blueprint for AI-Powered Help Watch the full story: Salesforce+ Video Your Turn: How Will You Rethink Support? AI isn’t just about adding chatbots—it’s about redesigning experiences around how people actually seek help. Ask yourself: Less is more. Clarity is king. And sometimes, a 5-day sprint can change everything. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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Rise of Agentforce

AI Revolution in Field Service

AI Revolution in Field Service: How Agentforce is Freeing Technicians from Admin Overload New research reveals a staggering productivity drain: Tradespeople and technicians waste nearly a full workday each week on manual data entry, paperwork, and scheduling—costing businesses thousands in lost productivity. Key Findings from Salesforce’s Survey 🔹 30% of a technician’s time is spent on admin tasks (vs. 28% on actual service work).🔹 37% of workers say paperwork keeps them from their core jobs.🔹 2 in 3 technicians experience monthly burnout—rising to 71% in manufacturing and 72% in the public sector.🔹 For a 1,000-person team, this inefficiency costs over $260,000 weekly (based on avg. US wages). “AI isn’t just helpful—it’s essential. Agentforce takes the busywork off technicians’ plates so they can focus on keeping our world running.”—Taksina Eammano, EVP & GM of Field Service, Salesforce Agentforce for Field Service: AI That Works Alongside Technicians Salesforce’s new AI-powered field agent tackles the biggest pain points: ✅ Smart Scheduling – Reduces 47% of appointment conflicts (available May 2025)✅ Automated Work Summaries – Instantly documents job details✅ Real-Time Troubleshooting – On-site AI assistance (launching June 2025)✅ Permit & Compliance Automation – Cuts paperwork delays Powered by Salesforce Data Cloud, Agentforce executes tasks like: Why This Matters Now With rising labor shortages and sky-high service demands, businesses can’t afford inefficiency. Agentforce: 🔹 Saves thousands in lost productivity🔹 Reduces technician burnout🔹 Speeds up service delivery Available now, with expanded features rolling out through mid-2025. #FieldService #AI #Productivity #Salesforce #Agentforce #FutureOfWork Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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The AI SDR Revolution

The AI SDR Revolution

The AI SDR Revolution: How AI is Transforming Sales Development The Problem: Sales Teams Are Drowning in Leads Your marketing team is crushing it—inbound leads are pouring in. But your Sales Development Representatives (SDRs) are overwhelmed, spending over two-thirds of their time on non-selling tasks like data entry, follow-ups, and lead qualification. The result? Missed opportunities, slower response times, and fewer deals closed. Enter the AI SDR—a game-changing solution that automates top-of-funnel sales tasks, letting human reps focus on what they do best: closing deals. What is an AI SDR? An AI-powered Sales Development Representative (SDR) automates repetitive sales tasks like:✅ Lead qualification (identifying high-intent prospects)✅ Automated outreach (personalized emails, follow-ups)✅ Meeting scheduling (booking demos directly into reps’ calendars)✅ CRM updates (logging interactions automatically) Unlike human SDRs, AI SDRs work 24/7, ensuring no lead slips through the cracks. How AI SDRs Work Human SDRs juggle: AI SDRs handle the same tasks—but autonomously—using:🔹 Machine Learning (ML) to analyze lead intent🔹 Natural Language Processing (NLP) to engage in human-like conversations🔹 Automation to execute tasks end-to-end Example: Agentforce AI SDRs Powered by Salesforce’s Customer 360, Data Cloud, and Einstein AI, these AI agents: AI SDR vs. Human SDR: Who Wins? Capability AI SDR Human SDR Response Time Instant Hours/Days Availability 24/7 Business hours Personalization Data-driven Relationship-driven Scalability Thousands of leads at once Limited by bandwidth Emotional IQ Rule-based High empathy The Best Approach? AI + Human Collaboration Salesforce data shows reps using AI see higher win rates and more closed deals. 5 Key Benefits of AI SDRs AI SDRs in Action: Real-World Results Case Study: VTT Technical Research Centre (Finland) The Future of AI SDRs 🚀 Greater Autonomy – Handling prospecting & research🎯 Hyper-Personalization – Leveraging Data Cloud for tailored messaging📞 Multimodal Engagement – Voice, video, and chat interactions 84% of sales leaders believe AI will dominate lead gen in the next 2 years. How to Implement AI SDRs Successfully Final Verdict: AI SDRs Are a Sales Superpower AI won’t replace SDRs—it will make them unstoppable. By automating grunt work, AI SDRs help teams:✔ Respond faster✔ Qualify smarter✔ Close more deals The question isn’t if you should adopt AI SDRs—it’s how soon can you start? Ready to supercharge your sales team? Explore AI SDR solutions today. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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Databricks Tools

Databricks Launches Lakeflow Connect to Simplify Enterprise Data Ingestion

San Francisco, [April 2, 2025] – Databricks has taken a major step toward streamlining enterprise data integration with the general availability of Lakeflow Connect, its new low-code/no-code connector system. The initial release features preconfigured integrations with Salesforce and Workday, with plans to expand support to additional SaaS platforms, databases, and file sources in the coming months. Simplifying the Data Ingestion Challenge Data ingestion—the process of moving data from source systems into analytics environments—has long been a complex, resource-intensive task for enterprises. Traditional approaches require stitching together multiple tools (such as Apache Kafka or CDC solutions) and maintaining custom pipelines, often leading to scalability issues and high operational overhead. Lakeflow Connect aims to eliminate these pain points by providing: “Customers need this data, but before Lakeflow Connect, they were forced to rely on third-party tools that often failed at scale—or build custom solutions,” said Michael Armbrust, Distinguished Software Engineer at Databricks. “Now, ingestion is point-and-click within Databricks.” Why Salesforce and Workday First? The choice of initial connectors reflects the growing demand for real-time, structured data to power AI and generative AI applications. According to Kevin Petrie, Analyst at BARC U.S., more than 90% of AI leaders are experimenting with structured data, and nearly two-thirds use real-time feeds for model training. “Salesforce and Workday provide exactly the type of data needed for real-time ML and GenAI,” Petrie noted. “Databricks is smart to simplify access in this way.” Competitive Differentiation While other vendors offer connector solutions (e.g., Qlik’s Connector Factory), Lakeflow Connect stands out through: “Serverless compute is quietly important,” said Donald Farmer, Principal at TreeHive Strategy. “It’s not just about scalability—rapid startup times are critical for reducing pipeline latency.” The Road Ahead Databricks has already outlined plans to expand Lakeflow Connect with connectors for: Though the company hasn’t committed to a timeline, Armbrust hinted at upcoming announcements at the Data + AI Summit in June. Broader Vision: Democratizing Data Engineering Beyond ingestion, Databricks is focused on unifying the data engineering lifecycle. “Historically, you needed deep Spark or Scala expertise to build production-grade pipelines,” Armbrust said. “Now, we’re enabling SQL users—or even UI-only users—to achieve the same results.” Looking further ahead, Petrie suggested Databricks could enhance cross-team collaboration for agentic AI development, integrating Lakeflow with Mosaic AI and MLflow to bridge data, model, and application lifecycles. The Bottom LineLakeflow Connect marks a strategic move by Databricks to reduce friction in data pipelines—addressing a key bottleneck for enterprises scaling AI initiatives. As the connector ecosystem grows, it could further solidify Databricks’ position as an end-to-end platform for data and AI. For more details, visit Databricks.com. Key Takeaways:✅ Now Available: Salesforce & Workday connectors✅ Serverless, governed, and scalable ingestion✅ Future integrations with Google Analytics, ServiceNow, and more✅ June previews expected at Data + AI Summit Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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Agentforce to the Team

Redefining AI-Driven Customer Service

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

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