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Data Governance for the AI Enterprise

Data Governance for the AI Enterprise

Salesforce Introduces Data Governance for the AI Enterprise Salesforce this month unveiled Data Governance for the AI Enterprise, a comprehensive suite of tools designed to help IT teams navigate the growing regulatory landscape surrounding generative AI. Why it matters: As governments worldwide work to implement stricter rules governing the use of AI, like the EU’s AI Act, data governance has become a top priority for businesses. According to Salesforce research, ensuring robust data security and governance is now the leading concern for Chief Data Officers. Cloud Data Security & Privacy SolutionsExplore the new suite: How Salesforce’s Data Governance for the AI Enterprise Can Help: Salesforce’s latest solution is designed to help companies proactively address both current and future regulations. Built on the Salesforce platform and integrated with Data Cloud, the suite offers advanced data management, enhanced security, and privacy features: Salesforce’s perspective:“Data governance is a top priority for every organization deploying AI, especially given the complexity of the regulatory landscape,” said Alice Steinglass, EVP and GM for Salesforce Platform. “Our Data Governance for the AI Enterprise suite equips businesses to tackle these challenges.” Customer success story:“Data encryption is essential to our data governance strategy,” said James Ferguson, Principal Security Architect at AWS. “With Salesforce’s flexible encryption solutions, we can maintain top-tier security while delivering innovative customer experiences.” Availability: For Data Cloud users: 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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New Technology Risks

New Technology Risks

Organizations have always needed to manage the risks that come with adopting new technologies, and implementing artificial intelligence (AI) is no different. Many of the risks associated with AI are similar to those encountered with any new technology: poor alignment with business goals, insufficient skills to support the initiatives, and a lack of organizational buy-in. To address these challenges, executives should rely on best practices that have guided the successful adoption of other technologies, according to management consultants and AI experts. When it comes to AI, this includes: However, AI presents unique risks that executives must recognize and address proactively. Below are 15 areas of risk that organizations may encounter as they implement and use AI technologies: Managing AI Risks While the risks associated with AI cannot be entirely eliminated, they can be managed. Organizations must first recognize and understand these risks and then implement policies to mitigate them. This includes ensuring high-quality data for AI training, testing for biases, and continuous monitoring of AI systems to catch unintended consequences. Ethical frameworks are also crucial to ensure AI systems produce fair, transparent, and unbiased results. Involving the board and C-suite in AI governance is essential, as managing AI risk is not just an IT issue but a broader organizational challenge. 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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Integrate Digital Delivery and Human Connection

Integrate Digital Delivery and Human Connection

Salesforce’s latest data reveals a complex challenge for banks: while digital excellence is now essential for customer satisfaction, a fully digital experience risks alienating customers who value human connections at critical moments. Banks often feel torn between scaling digital capabilities and preserving the personal touch that fosters customer loyalty. How can they strike the right balance?

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Exploring Emerging LLM

Exploring Emerging LLM

Exploring Emerging LLM Agent Types and Architectures The Evolution Beyond ReAct AgentsThe shortcomings of first-generation ReAct agents have paved the way for a new era of LLM agents, bringing innovative architectures and possibilities. In 2024, agents have taken center stage in the AI landscape. Companies globally are developing chatbot agents, tools like MultiOn are bridging agents to external websites, and frameworks like LangGraph and LlamaIndex Workflows are helping developers build more structured, capable agents. However, despite their rising popularity within the AI community, agents are yet to see widespread adoption among consumers or enterprises. This leaves businesses wondering: How do we navigate these emerging frameworks and architectures? Which tools should we leverage for our next application? Having recently developed a sophisticated agent as a product copilot, we share key insights to guide you through the evolving agent ecosystem. What Are LLM-Based Agents? At their core, LLM-based agents are software systems designed to execute complex tasks by chaining together multiple processing steps, including LLM calls. These agents: The Rise and Fall of ReAct Agents ReAct (reason, act) agents marked the first wave of LLM-powered tools. Promising broad functionality through abstraction, they fell short due to their limited utility and overgeneralized design. These challenges spurred the emergence of second-generation agents, emphasizing structure and specificity. The Second Generation: Structured, Scalable Agents Modern agents are defined by smaller solution spaces, offering narrower but more reliable capabilities. Instead of open-ended design, these agents map out defined paths for actions, improving precision and performance. Key characteristics of second-gen agents include: Common Agent Architectures Agent Development Frameworks Several frameworks are now available to simplify and streamline agent development: While frameworks can impose best practices and tooling, they may introduce limitations for highly complex applications. Many developers still prefer code-driven solutions for greater control. Should You Build an Agent? Before investing in agent development, consider these criteria: If you answered “yes,” an agent may be a suitable choice. Challenges and Solutions in Agent Development Common Issues: Strategies to Address Challenges: Conclusion The generative AI landscape is brimming with new frameworks and fervent innovation. Before diving into development, evaluate your application needs and consider whether agent frameworks align with your objectives. By thoughtfully assessing the tools and architectures available, you can create agents that deliver measurable value while avoiding unnecessary complexity. 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 Einstein Copilot Security

Salesforce Einstein Copilot Security

Salesforce Einstein Copilot Security: How It Works and Key Risks to Mitigate for a Safe Rollout With the official rollout of Salesforce Einstein Copilot, this conversational AI assistant is set to transform how sales, marketing, and customer service teams interact with both customers and internal documentation. Einstein Copilot understands natural language queries, streamlining daily tasks such as answering questions, generating insights, and performing actions across Salesforce to boost productivity. Salesforce Einstein Copilot Security However, alongside the productivity gains, it’s essential to address potential risks and ensure a secure implementation. This Tectonic insight covers: Einstein Copilot Use Cases Einstein Copilot enables users to: All of these actions can be performed with simple, natural language prompts, improving efficiency and outcomes. How Einstein Copilot Works Here’s a simplified breakdown of how Einstein Copilot processes prompts: The Einstein Trust Layer Salesforce has built the Einstein Trust Layer to ensure customer data is secure. Customer data processed by Einstein Copilot is encrypted, and no data is retained on the backend. Sensitive data, such as PII (Personally Identifiable Information), PCI (Payment Card Information), and PHI (Protected Health Information), is masked to ensure privacy. Additionally, the Trust Layer reduces biased, toxic, and unethical outputs by leveraging toxic language detection. Importantly, Salesforce guarantees that customer data will not be used to train the AI models behind Einstein Copilot or be shared with third parties. The Shared Responsibility Model Salesforce’s security approach is based on a shared responsibility model: This collaborative model ensures a higher level of security and trust between Salesforce and its customers. Best Practices for Securing Einstein Copilot Rollout Prepare Your Salesforce Org for Einstein Copilot To ensure a smooth rollout, it’s critical to assess your Salesforce security posture and ready your data. Tools like Salesforce Shield can help organizations by: By following these steps, you can utilize the power of Einstein Copilot while ensuring the security and integrity of your data. 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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Generative ai energy consumption

Growing Energy Consumption in Generative AI

Growing Energy Consumption in Generative AI, but ROI Impact Remains Unclear The rising energy costs associated with generative AI aren’t always central in enterprise financial considerations, yet experts suggest IT leaders should take note. Building a business case for generative AI involves both obvious and hidden expenses. Licensing fees for large language models (LLMs) and SaaS subscriptions are visible expenses, but less apparent costs include data preparation, cloud infrastructure upgrades, and managing organizational change. Growing Energy Consumption in Generative AI. One under-the-radar cost is the energy required by generative AI. Training LLMs demands vast computing power, and even routine AI tasks like answering user queries or generating images consume energy. These intensive processes require robust cooling systems in data centers, adding to energy use. While energy costs haven’t been a focus for GenAI adopters, growing awareness has prompted the International Energy Agency (IEA) to predict a doubling of data center electricity consumption by 2026, attributing much of the increase to AI. Goldman Sachs echoed these concerns, projecting data center power consumption to more than double by 2030. For now, generative AI’s anticipated benefits outweigh energy cost concerns for most enterprises, with hyperscalers like Google bearing the brunt of these costs. Google recently reported a 13% increase in greenhouse gas emissions, citing AI as a major contributor and suggesting that reducing emissions might become more challenging with AI’s continued growth. Growing Energy Consumption in Generative AI While not a barrier to adoption, energy costs play into generative AI’s long-term viability, noted Scott Likens, global AI engineering leader at PwC, emphasizing that “there’s energy being used — you don’t take it for granted.” Energy Costs and Enterprise Adoption Generative AI users might not see a line item for energy costs, yet these are embedded in fees. Ryan Gross of Caylent points out that the costs are mainly tied to model training and inferencing, with each model query, though individually minor, adding up over time. These expenses are often spread across the customer base, as companies pay for generative AI access through a licensing model. A PwC sustainability study showed that GenAI power costs, particularly from model training, are distributed among licensees. Token-based pricing for LLM usage also reflects inferencing costs, though these charges have decreased. Likens noted that the largest expenses still come from infrastructure and data management rather than energy. Potential Efficiency Gains Though energy isn’t a primary consideration, enterprises could reduce consumption indirectly through technological advancements. Newer, more cost-efficient models like OpenAI’s GPT-4o mini are 60% less expensive per token than prior versions, enabling organizations to deploy GenAI on a larger scale while keeping costs lower. Small, fine-tuned models can be used to address latency and lower energy consumption, part of a “multimodel” approach that can provide different accuracy and latency levels with varying energy demands. Agentic AI also offers opportunities for cost and energy savings. By breaking down tasks and routing them through specialized models, companies can minimize latency and reduce power usage. According to Likens, using agentic architecture could cut costs and consumption, particularly when tasks are routed to more efficient models. Rising Data Center Energy Needs While enterprises may feel shielded from direct energy costs, data centers bear the growing power demand. Cooling solutions are evolving, with liquid cooling systems becoming more prevalent for AI workloads. As data centers face the “AI growth cycle,” the demand for energy-efficient cooling solutions has fueled a resurgence in thermal management investment. Liquid cooling, being more efficient than air cooling, is gaining traction due to the power demands of AI and high-performance computing. IDTechEx projects that data center liquid cooling revenue could exceed $50 billion by 2035. Meanwhile, data centers are exploring nuclear power, with AWS, Google, and Microsoft among those considering nuclear energy as a sustainable solution to meet AI’s power demands. Future ROI Considerations While enterprises remain shielded from the full energy costs of generative AI, careful model selection and architectural choices could help curb consumption. PwC, for instance, factors in the “carbon impact” as part of its GenAI deployment strategy, recognizing that energy considerations are now a part of the generative AI value proposition. As organizations increasingly factor sustainability into their tech decisions, energy efficiency might soon play a larger role in generative AI ROI calculations. 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 AI Evolves with the Generative AI Landscape

Salesforce AI Evolves with the Generative AI Landscape

Salesforce AI: Powering Customer Relationship Management Salesforce is a leading CRM solution that has long delivered cutting-edge cloud technologies to manage customer relationships effectively. In recent months, the platform has further advanced with the integration of generative AI and AI-powered features, primarily through its AI engine, Einstein. Salesforce AI Evolves with the Generative AI Landscape. To explore how AI operates within the Salesforce ecosystem and how various business teams can leverage these innovations, this guide delves into Salesforce’s AI capabilities, products, and features. Salesforce AI: Transforming CRM Capabilities Salesforce remains a top choice in the CRM software market, offering one of the most comprehensive solutions for managing relationships across departments, industries, and initiatives. Through dedicated cloud platforms, Salesforce enables teams to oversee marketing, sales, customer service, e-commerce, and more, with tools focused on delivering enhanced customer experiences supported by powerful data analytics. With the introduction of generative AI, Salesforce has significantly elevated its native automation, workflow management, data analytics, and assistive capabilities for customer lifecycle management. Einstein Copilot exemplifies this innovation, aiding internal users with tasks such as outreach, analysis, and improving external user experiences. What is Salesforce Einstein? Salesforce Einstein is an AI-driven suite of tools integrated natively into various Salesforce Cloud applications, including Sales Cloud, Marketing Cloud, Service Cloud, and Commerce Cloud. It also operates through assistive technologies like Einstein Copilot. Einstein is built on a multitenant platform and incorporates numerous automated machine learning features to unify organizational data with CRM capabilities. Designed to make intelligent, data-driven decisions, Einstein requires no additional installation, offering a seamless user experience when paired with a compatible subscription plan. 7 Key Features of Salesforce Einstein 7 Applications of Salesforce Einstein Future Trends in Salesforce AI Bottom Line: Salesforce AI Evolves with the Generative AI Landscape Salesforce continues to enhance its AI-powered features, keeping pace with advancements in generative and predictive AI. Whether new to the platform or a seasoned user, Salesforce offers innovative, AI-centric solutions to streamline customer relationship management and business 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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Agentic AI is Here

AI Agent Myths

Myths About AI Agents Agents will transform how we work, but separating fact from fiction is essential. AI agents are revolutionizing business operations, yet misconceptions persist about their capabilities and value. Understanding these myths—and the truth behind them—can help your organization unlock their potential. Myth #1: AI Agents Are Just Glorified Chatbots While chatbots and AI agents both use artificial intelligence, their functionality and complexity differ significantly. For instance, a chatbot might provide an overview of your sales metrics, but an AI agent can analyze those metrics, forecast demand, adjust inventory levels, update marketing strategies, and even notify suppliers—all proactively and autonomously. This leap in capability allows agents to optimize workflows, make strategic recommendations, and dynamically respond to changing conditions. They’re not just answering questions—they’re driving outcomes. Myth #2: They’re unpredictable and uncontrollablePopular culture often paints AI as rogue systems—think 2001: A Space Odyssey or The Terminator—but in reality, modern AI agents are designed with safety, trust, and precision at their core. The most effective agents today use advanced techniques to prevent errors and ensure their actions stay within strict boundaries. At the heart of this is a reasoning engine. This engine doesn’t just execute tasks—it creates action plans based on the user’s goals, evaluates those plans, and refines them by pulling data from customer relationship management (CRM) systems and other platforms. It then determines the correct processes to execute and iterates until the task is completed successfully, improving with each interaction. When tasks fall outside an organization’s predefined guardrails—like user permissions or compliance rules—the reasoning engine automatically flags the task and escalates it for human oversight. “Helping an agent perform accurately while understanding what it is not allowed to do is a complex task,” says Krishna Gandikota, Manager of Solution Engineering at Salesforce. “The reasoning engine plans and evaluates the AI’s approach before it takes any action. It also assesses whether it has the necessary skills and information to proceed.” This process is further enhanced by continuous learning, enabling agents to refine their decision-making and actions over time. Grounded in DataThe best agents are contextually aware, leveraging relevant, up-to-date information to perform tasks accurately. Techniques like retrieval-augmented generation (RAG) help by sourcing the most relevant data, while semantic search ensures that agents retrieve the latest and most accurate information. Salesforce’s Agentforce employs these methods using Data Cloud, which enables agents to access real-time data without physically copying or modifying it—thanks to zero-copy architecture. This ensures speed, accuracy, and compliance across all agent-driven actions. Myth #3: They’re complicated, time-consuming, and expensive to set upIt’s easy to assume that deploying AI agents would require months of integration work and millions of dollars, but that’s no longer the case. Advances in generative AI and large language models (LLMs) have drastically simplified the process. Agents can now be deployed in minutes with prebuilt topics—specific areas of focus—and actions for common tasks in customer service, sales, and commerce. For more tailored needs, low-code tools make it easy to create custom agents. Using natural language processing (NLP), you simply describe what the agent needs to do, and the system builds it for you. For instance, Agent Builder automatically suggests guardrails and resources based on the task description. By scanning an app’s metadata, it identifies semantically similar processes, creating a smarter, context-aware agent that aligns with your business operations. “All the sophistication is already built into the platform,” Gandikota explains. “The Einstein Trust Layer, reasoning engine, and vector database for RAG and semantic search work seamlessly. With this foundation, you can build a team of agents quickly and confidently.” Myth #4: They’re always fully autonomousAI agents don’t need to operate completely autonomously to deliver value. Their autonomy depends on the complexity of their tasks and the industry they serve. “Agents don’t always need to take actions autonomously,” Gandikota explains. “They’re designed to understand requests, assess whether they can proceed independently, and involve humans when necessary.” Myth #5: They won’t deliver real business valueSome businesses using generic AI tools haven’t seen the ROI they expected. That’s because generic AI isn’t tailored to specific business needs. AI agents, on the other hand, are purpose-built to perform specialized tasks with precision. Whether it’s nurturing sales leads, brainstorming marketing campaigns, or resolving service tickets, targeted AI agents excel at solving specific problems. Unlike generic AI, they don’t just provide insights—they take action, driving measurable outcomes. For example, educational publisher Wiley improved support case resolution by over 40% after adopting AI agents. By handling routine tasks, the agents freed up Wiley’s service teams to focus on more complex cases. Similarly, early adopters like OpenTable and ADP have reported significant improvements in customer satisfaction and efficiency. According to MarketsandMarkets, AI agents are driving demand for automation by enhancing decision-making, scalability, and efficiency. The global market for AI agents is expected to grow from $5.1 billion in 2024 to $47 billion by 2030. The Bottom LineUnderstanding the myths—and realities—of AI agents is critical for business leaders. Misconceptions can lead to missed opportunities, while clarity around their capabilities can help organizations work smarter, faster, and more efficiently. With trusted, adaptable, and purpose-built agents, the future of business automation is already here. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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Mapping Data Salesforce to Canva

Mapping Data Salesforce to Canva

Mapping Data Fields in Salesforce for Canva Integration Salesforce administrators can map data fields from a brand template to Salesforce objects, enabling data from Salesforce to automatically populate placeholders in Canva designs. This feature is available exclusively for Canva Enterprise users and integrates with Salesforce Professional, Enterprise, or Unlimited editions. Mapping Data Salesforce to Canva. Steps for Mapping Data Fields in Salesforce: Pre-requisites: The following are the steps to set up field mapping using the Canva for Salesforce app. Step 1: Sync Brand Templates Before mapping fields, you need to sync brand templates from Canva to Salesforce. Here’s how: Step 2: Create a Template Mapping Template mapping connects data fields from a Salesforce object to placeholders in a Canva brand template, allowing Salesforce data to autofill the design. You need to create a separate template mapping for each Salesforce object. Unmapped Fields: You don’t have to map every field. If a field is unmapped, the placeholder in the Canva template will remain unchanged in the final design. Additional Information: Connecting Data Source Apps to Canva for Autofill You can connect data sources like Salesforce to Canva to autofill elements in your designs. Here’s a brief overview of how to connect and use Salesforce data: Creating Brand Templates for Salesforce To use Canva for Salesforce to generate sales collateral, brand designers must first create and publish a brand template. These templates include data fields that act as placeholders for Salesforce data. Mapping Data Salesforce to Canva With this setup, Salesforce admins can easily map data fields and auto-generate designs based on Salesforce 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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A Company in Transition

A Company in Transition

OpenAI Restructures: Increased Flexibility, But Raises Concerns OpenAI’s decision to restructure into a for-profit entity offers more freedom for the company and its investors but raises questions about its commitment to ethical AI development. Founded in 2015 as a nonprofit, OpenAI transitioned to a hybrid model in 2019 with the creation of a for-profit subsidiary. Now, its restructuring, widely reported this week, signals a shift where the nonprofit arm will no longer influence the day-to-day operations of the for-profit side. CEO Sam Altman is set to receive equity in the newly restructured company, which will operate as a benefit corporation (B Corp), similar to competitors like Anthropic and Sama. A Company in Transition This move comes on the heels of a turbulent year. OpenAI’s board initially voted to remove Altman over concerns about transparency, but later rehired him after significant backlash and the resignation of several board members. The company has seen a number of high-profile departures since, including co-founder Ilya Sutskever, who left in May to start Safe Superintelligence (SSI), an AI safety-focused venture that recently secured $1 billion in funding. This week, CTO Mira Murati, along with key research leaders Bob McGrew and Barret Zoph, also announced their departures. OpenAI’s restructuring also coincides with an anticipated multi-billion-dollar investment round involving major players such as Nvidia, Apple, and Microsoft, potentially pushing the company’s valuation to as high as $150 billion. Complex But Expected Move According to Michael Bennett, AI policy advisor at Northeastern University, the restructuring isn’t surprising given OpenAI’s rapid growth and increasingly complex structure. “Considering OpenAI’s valuation, it’s understandable that the company would simplify its governance to better align with investor priorities,” said Bennett. The transition to a benefit corporation signals a shift towards prioritizing shareholder interests, but it also raises concerns about whether OpenAI will maintain its ethical obligations. “By moving away from its nonprofit roots, OpenAI may scale back its commitment to ethical AI,” Bennett noted. Ethical and Safety Concerns OpenAI has faced scrutiny over its rapid deployment of generative AI models, including its release of ChatGPT in November 2022. Critics, including Elon Musk, have accused the company of failing to be transparent about the data and methods it uses to train its models. Musk, a co-founder of OpenAI, even filed a lawsuit alleging breach of contract. Concerns persist that the restructuring could lead to less ethical oversight, particularly in preventing issues like biased outputs, hallucinations, and broader societal harm from AI. Despite the potential risks, Bennett acknowledged that the company would have greater operational freedom. “They will likely move faster and with greater focus on what benefits their shareholders,” he said. This could come at the expense of the ethical commitments OpenAI previously emphasized when it was a nonprofit. Governance and Regulation Some industry voices, however, argue that OpenAI’s structure shouldn’t dictate its commitment to ethical AI. Veera Siivonen, co-founder and chief commercial officer of AI governance vendor Saidot, emphasized the role of regulation in ensuring responsible AI development. “Major players like Anthropic, Cohere, and tech giants such as Google and Meta are all for-profit entities,” Siivonen said. “It’s unfair to expect OpenAI to operate under a nonprofit model when others in the industry aren’t bound by the same restrictions.” Siivonen also pointed to OpenAI’s participation in global AI governance initiatives. The company recently signed the European Union AI Pact, a voluntary agreement to adhere to the principles of the EU’s AI Act, signaling its commitment to safety and ethics. Challenges for Enterprises The restructuring raises potential concerns for enterprises relying on OpenAI’s technology, said Dion Hinchcliffe, an analyst with Futurum Group. OpenAI may be able to innovate faster under its new structure, but the reduced influence of nonprofit oversight could make some companies question the vendor’s long-term commitment to safety. Hinchcliffe noted that the departure of key staff could signal a shift away from prioritizing AI safety, potentially prompting enterprises to reconsider their trust in OpenAI. New Developments Amid Restructuring Despite the ongoing changes, OpenAI continues to roll out new technologies. The company recently introduced a new moderation model, “omni-moderation-latest,” built on GPT-4o. This model, available through the Moderation API, enables developers to flag harmful content in both text and image outputs. A Company in Transition As OpenAI navigates its restructuring, balancing rapid innovation with maintaining ethical standards will be crucial to sustaining enterprise trust and market leadership. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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AI Agents Connect Tool Calling and Reasoning

AI Agents Connect Tool Calling and Reasoning

AI Agents: Bridging Tool Calling and Reasoning in Generative AI Exploring Problem Solving and Tool-Driven Decision Making in AI Introduction: The Emergence of Agentic AI Recent advancements in libraries and low-code platforms have simplified the creation of AI agents, often referred to as digital workers. Tool calling stands out as a key capability that enhances the “agentic” nature of Generative AI models, enabling them to move beyond mere conversational tasks. By executing tools (functions), these agents can act on your behalf and tackle intricate, multi-step problems requiring sound decision-making and interaction with diverse external data sources. This insight explores the role of reasoning in tool calling, examines the challenges associated with tool usage, discusses common evaluation methods for tool-calling proficiency, and provides examples of how various models and agents engage with tools. Reasoning as a Means of Problem-Solving Successful agents rely on two fundamental expressions of reasoning: reasoning through evaluation and planning, and reasoning through tool use. While both reasoning expressions are vital, they don’t always need to be combined to yield powerful solutions. For instance, OpenAI’s new o1 model excels in reasoning through evaluation and planning, having been trained to utilize chain of thought effectively. This has notably enhanced its ability to address complex challenges, achieving human PhD-level accuracy on benchmarks like GPQA across physics, biology, and chemistry, and ranking in the 86th-93rd percentile on Codeforces contests. However, the o1 model currently lacks explicit tool calling capabilities. Conversely, many models are specifically fine-tuned for reasoning through tool use, allowing them to generate function calls and interact with APIs effectively. These models focus on executing the right tool at the right moment but may not evaluate their results as thoroughly as the o1 model. The Berkeley Function Calling Leaderboard (BFCL) serves as an excellent resource for comparing the performance of various models on tool-calling tasks and provides an evaluation suite for assessing fine-tuned models against challenging scenarios. The recently released BFCL v3 now includes multi-step, multi-turn function calling, raising the standards for tool-based reasoning tasks. Both reasoning types are powerful in their own right, and their combination holds the potential to develop agents that can effectively deconstruct complex tasks and autonomously interact with their environments. For more insights into AI agent architectures for reasoning, planning, and tool calling, check out my team’s survey paper on ArXiv. Challenges in Tool Calling: Navigating Complex Agent Behaviors Creating robust and reliable agents necessitates overcoming various challenges. In tackling complex problems, an agent often must juggle multiple tasks simultaneously, including planning, timely tool interactions, accurate formatting of tool calls, retaining outputs from prior steps, avoiding repetitive loops, and adhering to guidelines to safeguard the system against jailbreaks and prompt injections. Such demands can easily overwhelm a single agent, leading to a trend where what appears to an end user as a single agent is actually a coordinated effort of multiple agents and prompts working in unison to divide and conquer the task. This division enables tasks to be segmented and addressed concurrently by distinct models and agents, each tailored to tackle specific components of the problem. This is where models with exceptional tool-calling capabilities come into play. While tool calling is a potent method for empowering productive agents, it introduces its own set of challenges. Agents must grasp the available tools, choose the appropriate one from a potentially similar set, accurately format the inputs, execute calls in the correct sequence, and potentially integrate feedback or instructions from other agents or humans. Many models are fine-tuned specifically for tool calling, allowing them to specialize in selecting functions accurately at the right time. Key considerations when fine-tuning a model for tool calling include: Common Benchmarks for Evaluating Tool Calling As tool usage in language models becomes increasingly significant, numerous datasets have emerged to facilitate the evaluation and enhancement of model tool-calling capabilities. Two prominent benchmarks include the Berkeley Function Calling Leaderboard and the Nexus Function Calling Benchmark, both utilized by Meta to assess the performance of their Llama 3.1 model series. The recent ToolACE paper illustrates how agents can generate a diverse dataset for fine-tuning and evaluating model tool use. Here’s a closer look at each benchmark: Each of these benchmarks enhances our ability to evaluate model reasoning through tool calling. They reflect a growing trend toward developing specialized models for specific tasks and extending the capabilities of LLMs to interact with the real world. Practical Applications of Tool Calling If you’re interested in observing tool calling in action, here are some examples to consider, categorized by ease of use, from simple built-in tools to utilizing fine-tuned models and agents with tool-calling capabilities. While the built-in web search feature is convenient, most applications require defining custom tools that can be integrated into your model workflows. This leads us to the next complexity level. To observe how models articulate tool calls, you can use the Databricks Playground. For example, select the Llama 3.1 405B model and grant access to sample tools like get_distance_between_locations and get_current_weather. When prompted with, “I am going on a trip from LA to New York. How far are these two cities? And what’s the weather like in New York? I want to be prepared for when I get there,” the model will decide which tools to call and what parameters to provide for an effective response. In this scenario, the model suggests two tool calls. Since the model cannot execute the tools, the user must input a sample result to simulate. Suppose you employ a model fine-tuned on the Berkeley Function Calling Leaderboard dataset. When prompted, “How many times has the word ‘freedom’ appeared in the entire works of Shakespeare?” the model will successfully retrieve and return the answer, executing the required tool calls without the user needing to define any input or manage the output format. Such models handle multi-turn interactions adeptly, processing past user messages, managing context, and generating coherent, task-specific outputs. As AI agents evolve to encompass advanced reasoning and problem-solving capabilities, they will become increasingly adept at managing

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Matching Record Check

Matching Record Check

Salesforce Matching Record Check in Flow Create Element: Summer ’24 Update With the Summer ’24 Release, Salesforce introduced a new feature allowing users to check for matching records when using the Create element in Flows. This enhancement provides more control over record creation, especially when dealing with potential duplicates. Single Record Creation with Matching Check When a matching record is identified, you have the following options: If multiple matching records are found, you can choose to: It’s important to note that the definition of a “matching record” in this context is not tied to Salesforce’s traditional matching and duplicate rules. Instead, it is determined by the criteria you set within the Create element. You can specify multiple criteria lines and combine them using AND or OR logic. For example, a match could be identified if both the phone number and last name match the values in the record you’re creating. Use Cases for Single Record Creation and Matching Check This feature can be used to create or update various types of records, such as contacts or leads. It is particularly useful in scenarios where duplicate records need to be avoided, like adding campaign members or public group members. Salesforce typically throws an error if a Flow attempts to add a member who already exists, but this new feature allows you to handle such cases more gracefully. Limitations: Creating Multiple Records with Matching Check: Winter ’25 Update With the Winter ’25 Release, Salesforce extended this functionality to handle collections of records within the Create element. When working with multiple records, you can specify the field to identify existing records: You can also decide what happens if a record creation or update fails: This feature is particularly useful for scenarios like importing leads from an external marketing tool or syncing billing and payment activities from an accounting platform. It mimics the upsert functionality found in other data import tools. Limitations: This enhancement offers more flexibility and control when managing records in Salesforce, ensuring that your data remains clean and accurate while avoiding potential errors in automated processes. 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 and SnapLogic Integration

Salesforce and SnapLogic Integration

Salesforce and SnapLogic integrations couldn’t be easier with the Tray platform’s robust Salesforce and SnapLogic connectors, which can connect to any service without the need for separate integration tools. Salesforce provides customer relationship management service software, and has a complementary suite of enterprise applications as well. These are focused on customer service, marketing automation, analytics, and application development. It is the market leader in CRM solutions. The latest Salesforce connector v8.7 exposes the v46.0 of Salesforce’s REST API. More information can be found on their primary API documentation (v1) site. Encountering issues while authenticating with Salesforce, especially during the integration of a third-party app like Tray, may result from Salesforce blocking the application. Salesforce’s default settings or specific organizational security policies can automatically block third-party apps that administrators have not pre-authorized. This is a standard precaution to prevent unauthorized access. Steps to Unblock an App in Salesforce: Use cases In each of these examples, Lead Scoring and Prioritization Objective: Automatically score and prioritize leads based on their attributes and activities.  Steps: This example leverages AI for lead classification while combining it with traditional data processing for a comprehensive lead scoring system. 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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CISA Launches New Services Portal

CISA Launches New Services Portal

CISA Launches New Services Portal to Enhance Incident Reporting and Support In August, the Cybersecurity and Infrastructure Security Agency (CISA) introduced the CISA Services Portal, designed to streamline the process of reporting cybersecurity incidents and enhance information sharing. “The new CISA Services Portal improves the reporting process and offers more features for our voluntary reporters. We ask organizations reporting an incident to provide details such as the impacted entity, contact information, incident description, technical indicators, and mitigation steps,” a CISA spokesperson stated via email. By collecting detailed reports, CISA and its partners can assist victims in mitigating the effects of cyber incidents, prevent attackers from reusing tactics, and gain insights into the broader scope of adversary campaigns. This information-sharing benefits not just the initial victim but also helps protect other organizations from potential attacks. How the Portal Works The CISA Services Portal follows guidelines outlined in the NIST Special Publication 800-61 Revision 2, which defines a cyber incident as: In addition to cyber incidents, users can report malware, software vulnerabilities, threat indicators, and vulnerabilities in government websites. For reporting cyberattacks on critical infrastructure, users are directed to a different link as required by CIRCIA regulations. When using the portal, users are guided through a step-by-step reporting process, which includes identifying the affected organization, providing a detailed description of the incident, and outlining the technical details of the breach. What Makes CISA’s Portal Unique? While many breach reporting portals exist, CISA’s stands out for several reasons. It is a voluntary, stand-alone government portal available to all entities nationwide. It does not replace any breach reporting processes mandated by federal, state, local, or industry-specific regulations, such as those required by the FTC or FCC. The portal allows users to report incidents on behalf of their organization or as individual users. It also offers the option to set up an account for ongoing communication with CISA, where users can save, update, and share reports. What truly differentiates CISA’s portal is its capability to provide direct assistance in incident response and recovery. This is particularly valuable for small and medium-sized businesses that may lack the resources to effectively handle cyber incidents. Although reporting to CISA is not mandatory, the agency strongly encourages organizations to voluntarily report incidents or suspicious activity. CISA has also developed a guide to help prepare organizations for submitting reports, ensuring they have all necessary details related to the breach and their mitigation efforts. “Any organization experiencing a cyberattack or incident should report it—not only for their benefit but to help the broader community. CISA and our government partners have unique tools to assist with response and recovery, but we need to know about the incident to provide support,” said Jeff Greene, CISA Executive Assistant Director for Cybersecurity, in a statement announcing the portal. The new CISA Services Portal aims to strengthen collaboration, offering a more efficient and supportive environment for incident reporting and response. Salesforce comment: SAN FRANCISCO, Sept. 25, 2015—Salesforce (NYSE: CRM), the Customer Success Platform and world’s #1 CRM company, today issued the following statement on the proposed Cybersecurity Information Sharing Act of 2015 (“CISA”): “At Salesforce, trust is our number one value and nothing is more important to our company than the privacy of our customers’ data,” said Burke Norton, chief legal officer, Salesforce. “Contrary to reports, Salesforce does not support CISA and has never supported CISA.” 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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Data Cloud and Autonomous Agents

Data Cloud and Autonomous Agents

Salesforce is building momentum with Data Cloud, the heartbeat of its platform and foundation for Agentforce, fueled by strong business demand for unified data to deliver personalized, contextually relevant, and timely customer experiences across its Customer 360 applications, Flow, analytics, and Agentforce—Salesforce’s groundbreaking suite of autonomous AI agents. This week, Salesforce unveiled a major pivot in its AI strategy during its annual Dreamforce conference. The company is introducing AI tools that can handle tasks without human supervision, alongside a new pricing model. Customers will now pay US per conversation held by Salesforce’s new AI “agents,” which are designed to manage tasks such as customer service and scheduling sales meetings autonomously. This shift in strategy reflects Salesforce’s forward-thinking approach to AI and its potential to transform not only technology but also business models. By focusing on AI agents, Salesforce is responding to a market demand for increased workforce capacity without the need for full-time hires or gig workers—a point emphasized by CEO Marc Benioff during his keynote speech. Building on its predictive Einstein platform, Agentforce represents Salesforce’s next step in AI evolution. “Think of it as the next evolution of our AI wave,” said Muralidhar Krishnaprasad, Salesforce’s president and CTO. “We had AI wave one with Einstein’s predictive capabilities, AI wave two with generative AI copilots, and now we’re entering the age of agents.” Agentforce is designed to augment work by handling tasks across platforms, leveraging Salesforce’s Data Cloud to channel structured and unstructured data into agentic experiences. These agents, powered by the Atlas reasoning engine, use dynamic plans and Retrieval-Augmented Generation (RAG) techniques to address real-time customer questions and deliver actionable insights. Salesforce’s AI agents can operate autonomously, supporting businesses by handling a range of customer interactions and tasks with minimal human intervention. Adding to the AI-driven innovations, Salesforce introduced several new Data Cloud advancements that further enhance an organization’s ability to transform customer experiences using data and AI. These include: Data Cloud continues to drive impressive growth, with a 130% YoY increase in paid customers, processing 2.3 quadrillion records in the second quarter alone. Customers like The Adecco Group, Aston Martin, and Air India rely on Data Cloud to unify their data and deliver personalized, real-time customer experiences. For example, Air India uses Data Cloud to integrate data across its loyalty, reservations, and flight systems, allowing it to manage over 550,000 service cases each month. As AI reshapes the industry, Salesforce’s pivot to autonomous agents and a conversation-based pricing model shows its commitment to leading the charge in enterprise AI adoption, with Data Cloud as its driving force. Despite some software vendors struggling to capitalize on AI advancements, Salesforce’s new model positions it to thrive in a market where AI’s impact is just beginning to unfold. 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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