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Salesforce and AWS-Agentic Enterprise

Salesforce and AWS: Driving the Future of the Agentic Enterprise As AI-powered agents redefine the way businesses operate, strategic partnerships are playing a pivotal role in harnessing the power of data and artificial intelligence. Salesforce and AWS, two industry leaders, have taken significant steps toward building a smarter, agentic enterprise through their expanded collaboration. One year into this strategic partnership, their joint efforts are delivering transformative AI and data solutions, helping customers like Buyers Edge Platform unlock new efficiencies and capabilities. A Partnership Fueling Agentic AI Salesforce and AWS are aligning their AI and data initiatives to pave the way for advanced agentic systems—autonomous AI agents designed to enhance business operations and customer experiences. Among their notable achievements over the past year are: These innovations are creating an ecosystem that supports the delivery of agentic AI, enabling businesses to streamline operations and tap into new value from their data. “By integrating data and AI capabilities across our platforms, Salesforce and AWS are building a strong foundation for the future of agentic systems,” said Brian Landsman, EVP of Global Business Development and Technology Partnerships at Salesforce. “With a majority of large companies planning to implement agents by 2027, organizations need trusted partners to help them achieve their vision of a smarter enterprise.” Making AI More Accessible Salesforce is simplifying access to AI technology through the AWS Marketplace, offering customers an integrated solution that includes Agentforce—the agentic layer of the Salesforce platform. Agentforce enables businesses to deploy autonomous AI agents across various operations, streamlining workflows and delivering measurable results. Available in 23 countries, Salesforce’s presence on AWS Marketplace offers customers key advantages, including: By removing barriers to adoption, Salesforce and AWS empower companies to focus on leveraging technology for growth rather than navigating complex procurement systems. A New Era of Enterprise Efficiency As businesses increasingly rely on data and AI to remain competitive, the Salesforce-AWS partnership is setting the stage for enterprises to achieve more with agentic systems. These systems allow companies to execute complex tasks with unprecedented efficiency, maximizing ROI on technology investments. “Our partnership with Salesforce empowers mutual customers to realize the full potential of their data and AI investments,” said Chris Grusz, Managing Director of Technology Partnerships at AWS. “Together, we’re delivering immediate, actionable insights with agentic AI, enabling organizations to automate strategically and unlock more value across their operations.” Looking Ahead By seamlessly integrating data and AI capabilities, Salesforce and AWS are not just building technology solutions—they’re reshaping how enterprises operate and thrive in the digital age. As agentic AI becomes an essential part of business strategy, this partnership provides a blueprint for leveraging technology to drive smarter, more agile, and more effective enterprises. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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ai in supply chain

AI in Supply Chain

AI has the potential to transform supply chain management by boosting efficiency, enhancing forecasting, and improving customer satisfaction. However, it’s crucial for leaders to weigh the associated costs, technical challenges, and risks to ensure a smooth and strategic implementation. By addressing these disadvantages, companies can fully unlock AI’s benefits while minimizing its drawbacks.

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Artificial Intelligence (AI) is significantly transforming threat detection by enabling faster, more accurate identification of potential security breaches through its ability to analyze vast amounts of data in real-time, detect anomalies and patterns that might indicate a threat, even when those threats are new or previously unknown, thus providing a proactive approach to cybersecurity compared to traditional rule-based systems.

AI is Transforming Threat Detection

Artificial Intelligence (AI) is significantly transforming threat detection by enabling faster, more accurate identification of potential security breaches through its ability to analyze vast amounts of data in real-time, detect anomalies and patterns that might indicate a threat, even when those threats are new or previously unknown, thus providing a proactive approach to cybersecurity compared to traditional rule-based systems.

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Collaborative Business Intelligence

Collaborative Business Intelligence

Collaborative BI combines BI tools with collaboration platforms, enabling users to connect data insights directly within their existing workflows. This integration enhances decision-making by reducing misunderstandings and fostering teamwork through real-time or asynchronous discussions about data. In traditional BI, data analysis was handled by data scientists and statisticians who translated insights for business users. However, the rise of self-service BI tools has democratized data access, allowing users of varying technical skills to create and share visualizations. Collaborative BI takes this a step further by embedding BI functions into collaboration platforms like Slack and Microsoft Teams. This setup allows users to ask questions, clarify context, and share reports within the same applications they already use, enhancing data-driven decisions across the organization. One real-life time saver in my experience is being able as a marketer to dig in to our BI and generate lists myself, without depending upon a team of data scientists. Benefits of Collaborative BI Leading Collaborative BI Platforms Several vendors offer collaborative BI solutions, each with unique integrations for communication and data sharing: Collaborative BI bridges data analysis with organizational collaboration, creating an agile environment for informed decision-making and effective knowledge sharing across all levels. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Government Cloud Premium

Salesforce Government Cloud Premium

Software company Salesforce announced on Monday that it has rolled out a new version of its government cloud that has Top Secret authorization and is geared toward U.S. national security agencies and intelligence organizations.

The new offering, called Government Cloud Premium, is hosted on Amazon Web Services’ Top Secret cloud.

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Third Wave of AI at Salesforce

Third Wave of AI at Salesforce

The Third Wave of AI at Salesforce: How Agentforce is Transforming the Landscape At Dreamforce 2024, Salesforce unveiled several exciting innovations, with Agentforce taking center stage. This insight explores the key changes and enhancements designed to improve efficiency and elevate customer interactions. Introducing Agentforce Agentforce is a customizable AI agent builder that empowers organizations to create and manage autonomous agents for various business tasks. But what exactly is an agent? An agent is akin to a chatbot but goes beyond traditional capabilities. While typical chatbots are restricted to scripted responses and predefined questions, Agentforce agents leverage large language models (LLMs) and generative AI to comprehend customer inquiries contextually. This enables them to make independent decisions, whether processing requests or resolving issues using real-time data from your company’s customer relationship management (CRM) system. The Role of Atlas At the heart of Agentforce’s functionality lies the Atlas reasoning engine, which acts as the operational brain. Unlike standard assistive tools, Atlas is an agentic system with the autonomy to act on behalf of the user. Atlas formulates a plan based on necessary actions and can adjust that plan based on evaluations or new information. When it’s time to engage, Atlas knows which business processes to activate and connects with customers or employees via their preferred channels. This sophisticated approach allows Agentforce to significantly enhance operational efficiency. By automating routine inquiries, it frees up your team to focus on more complex tasks, delivering a smoother experience for both staff and customers. Speed to Value One of Agentforce’s standout features is its emphasis on rapid implementation. Many AI projects can be resource-intensive and take months or even years to launch. However, Agentforce enables quick deployment by leveraging existing Salesforce infrastructure, allowing organizations to implement solutions rapidly and with greater control. Salesforce also offers pre-built Agentforce agents tailored to specific business needs—such as Service Agent, Sales Development Representative Agent, Sales Coach, Personal Shopper Agent, and Campaign Agent—all customizable with the Agent Builder. Agentforce for Service and Sales will be generally available starting October 25, 2024, with certain elements of the Atlas Reasoning Engine rolling out in February 2025. Pricing begins at $2 per conversation, with volume discounts available. Transforming Customer Insights with Data Cloud and Marketing Cloud Dreamforce also highlighted enhancements to Data Cloud, Salesforce’s backbone for all cloud products. The platform now supports processing unstructured data, which constitutes up to 90% of company data often overlooked by traditional reporting systems. With new capabilities for analyzing various unstructured formats—like video, audio, sales demos, customer service calls, and voicemails—businesses can derive valuable insights and make informed decisions across Customer 360. Furthermore, Data Cloud One enables organizations to connect siloed Salesforce instances effortlessly, promoting seamless data sharing through a no-code, point-and-click setup. The newly announced Marketing Cloud Advanced edition serves as the “big sister” to Marketing Cloud Growth, equipping larger marketing teams with enhanced features like Path Experiment, which tests different content strategies across channels, and Einstein Engagement Scoring for deeper insights into customer behavior. Together, these enhancements empower companies to engage customers more meaningfully and measurably across all touchpoints. Empowering the Workforce Through Education Salesforce is committed to making AI accessible for all. They recently announced free instructor-led courses and AI certifications available through 2025, aimed at equipping the Salesforce community with essential AI and data management skills. To support this initiative, Salesforce is establishing AI centers in major cities, starting with London, to provide hands-on training and resources, fostering AI expertise. They also launched a global Agentforce World Tour to promote understanding and adoption of the new capabilities introduced at Dreamforce, featuring repackaged sessions from the conference and opportunities for specialists to answer questions. The Bottom Line What does this mean for businesses? With the rollout of Agentforce, along with enhancements to Data Cloud and Marketing Cloud, organizations can operate more efficiently and connect with customers in more meaningful ways. Coupled with a focus on education through free courses and global outreach, getting on board has never been easier. If you’d like to discuss how we can help your business maximize its potential with Salesforce through data and AI, connect with us and schedule a meeting with our team. Legacy systems can create significant gaps between operations and employee needs, slowing lead processes and resulting in siloed, out-of-sync data that hampers business efficiency. Responding to inquiries within five minutes offers a 75% chance of converting leads into customers, emphasizing the need for rapid, effective marketing responses. Salesforce aims to help customers strengthen relationships, enhance productivity, and boost margins through its premier AI CRM for sales, service, marketing, and commerce, while also achieving these goals internally. Recognizing the complexity of its decade-old processes, including lead assignment across three systems and 2 million lines of custom code, Salesforce took on the role of “customer zero,” leveraging Data Cloud to create a unified view of customers known as the “Customer 360 Truth Profile.” This consolidation of disparate data laid the groundwork for enterprise-wide AI and automation, improving marketing automation and reducing lead time by 98%. As Michael Andrew, SVP of Marketing Decision Science at Salesforce, noted, this initiative enabled the company to provide high-quality leads to its sales team with enriched data and AI scoring while accelerating time to market and enhancing data quality. Embracing Customer Zero “Almost exactly a year ago, we set out with a beginner’s mind to transform our lead automation process with a solution that would send the best leads to the right sales teams within minutes of capturing their data and support us for the next decade,” said Andrew. The initial success metric was “speed to lead,” aiming to reduce the handoff time from 20 minutes to less than one minute. The focus was also on integrating customer and lead data to develop a more comprehensive 360-degree profile for each prospect, enhancing lead assignment and sales rep productivity. Another objective was to boost business agility by cutting the average time to implement assignment changes from four weeks to mere days. Accelerating Success with

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Salesforce Data Cloud and Zero Copy

Salesforce Data Cloud and Zero Copy

As organizations across industries gather increasing amounts of data from diverse sources, they face the challenge of making that data actionable and deriving real-time insights. With Salesforce Data Cloud and zero copy architecture, organizations can streamline access to data and build dynamic, real-time dashboards that drive value while embedding contextual insights into everyday workflows. A session during Dreamforce 2024 with Joanna McNurlen, Principal Solution Engineer for Data Cloud at Salesforce, discussed how zero copy architecture facilitates the creation of dashboards and workflows that provide near-instant insights, enabling quick decision-making to enhance operational efficiency and competitive advantage. What is zero copy architecture?Traditionally, organizations had to replicate data from one system to another, such as copying CRM data into a data warehouse for analysis. This approach introduces latency, increases storage costs, and often results in inconsistencies between systems. Zero copy architecture eliminates the need for replication and provides a single source of truth for your data. It allows different systems to access data in its original location without duplication across platforms. Instead of using traditional extract, transform, and load (ETL) processes, systems like Salesforce Data Cloud can connect directly with external databases, such as Google Cloud BigQuery, Snowflake, Databricks, or Amazon Redshift, for real-time data access. Zero copy can also facilitate data sharing from within Salesforce to other systems. As Salesforce expands its zero copy partner network, opportunities to easily connect data from various sources will continue to grow. How does zero copy work?Zero copy employs virtual tables that act as blueprints for the data structure, enabling queries to be executed as if the data were local. Changes made in the data warehouse are instantly visible across all connected systems, ensuring users always work with the latest information. While developing dashboards, users can connect directly to the zero copy objects within Data Cloud to create visualizations and reports on top of them. Why is zero copy beneficial?Zero copy allows organizations to analyze data as it is generated, enabling faster responses, smarter decision-making, and enhanced customer experiences. This architecture reduces reliance on data transformation workflows and synchronizations within both Tableau and CRM Analytics, where organizations have historically encountered bottlenecks due to runtimes and platform limits. Various teams can benefit from the following capabilities: Unlocking real-time insights in Salesforce using zero copy architectureZero copy architecture and real-time data are transforming how organizations operate. By eliminating data duplication and providing real-time insights, the use of zero copy in Salesforce Data Cloud empowers organizations to work more efficiently, make informed decisions, and enhance customer experiences. Now is the perfect time to explore how Salesforce Data Cloud and zero copy can elevate your operations. Tectonic, a trusted Salesforce partner, can help you unlock the potential of your data and create new opportunities with the Salesforce platform. Connect with us today to get started. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Transformative Potential of AI in Healthcare

Transformative Potential of AI in Healthcare

Healthcare leaders are increasingly optimistic about the transformative potential of AI and data analytics in the industry, according to a new market research report by Arcadia and The Harris Poll. The report, titled “The Healthcare CIO’s Role in the Age of AI,” reveals that 96% of healthcare executives believe AI adoption can provide a competitive edge, both now and in the future. While one-third of respondents see AI as essential today, 73% believe it will become critical within the next five years. How AI is Being Used in Healthcare The survey found that 63% of healthcare organizations are using AI to analyze large patient data sets, identifying trends and informing population health management. Additionally, 58% use AI to examine individual patient data to uncover opportunities for improving health outcomes. Nearly half of the respondents also reported using AI to optimize the management of electronic health records (EHRs). These findings align with a similar survey conducted by the University of Pittsburgh Medical Center’s Center for Connected Medicine (CCM), which highlighted AI as the most promising emerging technology in healthcare. The focus on AI stems from its ability to break down data silos and make use of the vast amount of clinical data healthcare organizations collect. “Healthcare leaders are preparing to harness AI’s full potential to reform care delivery,” said Aneesh Chopra, Arcadia’s chief strategy officer. “With secure data sharing scaling across the industry, technology leaders are focusing on platforms that can organize fragmented patient records into actionable insights throughout the patient journey.” Supporting Strategic Priorities with AI AI and data analytics are also seen as critical for maintaining competitiveness and resilience, particularly as organizations face digital transformation and financial challenges. In fact, 83% of respondents indicated that data-driven tools could help them stay ahead in these areas. Technology-related priorities, such as adopting an enterprise-wide approach to data analytics (44%) and enhancing decision-making through AI (41%), were top of mind for many healthcare leaders. Improving patient experience (40%), health outcomes (35%), and patient engagement (29%) were also highlighted as key strategic goals that AI could help achieve. Challenges in AI Adoption While most healthcare leaders are confident about adopting AI (96%), they also feel pressure to do so quickly, with the push primarily coming from data and analytics teams (82%), IT teams (78%), and executives (73%). One major obstacle is the lack of talent. Approximately 40% of respondents identified the shortage of skilled professionals as a top barrier to AI adoption. To address this, organizations are seeing increased demand for skills related to data analysis, machine learning, and systems integration. Additionally, 71% of IT leaders emphasized the growing need for data-driven decision-making skills. The Evolving Role of CIOs The rise of AI is reshaping the role of CIOs in healthcare. Nearly 87% of survey respondents see themselves as strategic influencers in setting and refining AI-related strategies, rather than just implementers. However, many CIOs feel constrained by the demands of day-to-day operations, with 58% reporting that tactical execution takes precedence over long-term AI strategy development. Leaders agree that to be effective, CIOs and their teams should focus more on strategic planning, dedicating around 75% of their time to developing and implementing AI strategies. Communication and workforce readiness are also crucial, with 75% of respondents citing poor communication between IT teams and clinical staff as a barrier to AI success, and 40% noting that clinical staff need more support to utilize data analytics effectively. “CIOs and their teams are setting the stage for an AI-driven transformation in healthcare,” said Michael Meucci, president and CEO of Arcadia. “The findings show that a robust data foundation and an evolving workforce are key to realizing AI’s full potential in patient care and healthcare operations.” Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Cross Cloud Zero-Copy Data

Cross Cloud Zero-Copy Data

Simplifying Secure Data Access Across Clouds In today’s data-driven world, secure and prompt access to information is crucial. However, with critical analytics data spread across various cloud vendors, achieving this expediency can be challenging. Cross-cloud zero-copy data sharing doesn’t have to be complex. By leveraging your Autonomous Database, you can swiftly establish secure data sharing with your Salesforce CRM Data Stream in just seconds. This guide will walk you through the straightforward process of connecting your Salesforce CRM data to your Autonomous Database using the Salesforce CRM data connector type. Requirements for Salesforce Integration To connect Salesforce CRM data with your Autonomous Database, you’ll need the following: 1. Confirm Data Stream Configuration On the Data Streams Dashboard, verify the Data Stream Name, Data Connector Type, and Data Stream Status. 2. Set Up Your Autonomous Database Create Your Credentials: sqlCopy codeBEGIN DBMS_CLOUD.CREATE_CREDENTIAL( credential_name => ‘<your credential name>’, username => ‘<your salesforce log-in id>’, password => ‘<your salesforce password>’); END; / Create Your Database Link: sqlCopy codeBEGIN DBMS_CLOUD_ADMIN.CREATE_DATABASE_LINK( db_link_name => ‘<your database link name>’, hostname => ‘<your host>.my.salesforce.com’, port => ‘19937’, service_name => ‘salesforce’, ssl_server_cert_dn => NULL, credential_name => ‘<your credential name>’, gateway_params => JSON_OBJECT( ‘db_type’ value ‘salesforce’, ‘security_token’ value ‘<your security token>’)); END; / 3. Check Connectivity Details The HETEROGENEOUS_CONNECTIVITY_INFO view provides information on credential and database link requirements for external databases. For example: sqlCopy codeSELECT database_type, required_port, sample_usage FROM heterogeneous_connectivity_info WHERE database_type = ‘salesforce’; 4. Demonstration: Connecting to Salesforce Data Follow these steps to connect to your Salesforce CRM organization using the Salesforce Data Cloud Sales synthetic data in the Account_Home Data Stream: 5. Set Up Connectivity Using DBMS_CLOUD.CREATE_CREDENTIAL, create the necessary credentials to connect to Salesforce. Then, use DBMS_CLOUD_ADMIN.CREATE_DATABASE_LINK to establish the database link. Once configured, execute the SELECT statement against the ACCOUNT data to verify successful connection. 6. Utilize Zero-Copy Data Sharing With zero-copy data access to the Salesforce CRM Data Lake ACCOUNT object, you can: Conclusion As demonstrated, secure and efficient cross-cloud zero-copy data access can be straightforward. By following these simple steps, you can bypass cumbersome ETL operations and gain immediate, secure access to your Salesforce CRM data. This approach eliminates the overhead of complex data pipelines and provides you with real-time access to critical business data. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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