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Collabrate With AI

Collabrate With AI

Many artists, writers, musicians, and creators are facing fears that AI is taking over their jobs. On the surface, generative AI tools can replicate work in moments that previously took creators hours to produce—often at a fraction of the cost and with similar quality. This shift has led many businesses to adopt AI for content creation, leaving creators worried about their livelihoods. Yet, there’s another way to view this situation, one that offers hope to creators everywhere. AI, at its core, is a tool of mimicry. When provided with enough data, it can replicate a style or subject with reasonable accuracy. Most of this data has been scraped from the internet, often without explicit consent, to train AI models on a wide variety of creative outputs. If you’re a creator, it’s likely that pieces of your work have contributed to the training of these AI models. Your art, words, and ideas have helped shape what these systems now consider ‘good’ in the realms of art, music, and writing. AI can combine the styles of multiple creators to generate something new, but often these creations fall flat. Why? While image-generating AI can predict pixels, it lacks an understanding of human emotions. It knows what a smile looks like but can’t grasp the underlying feelings of joy, nervousness, or flirtation that make a smile truly meaningful. AI can only generate a superficial replica unless the creator uses extensive prompt engineering to convey the context behind that smile. Emotion is uniquely human, and it’s what makes our creations resonate with others. A single brushstroke from a human artist can convey emotions that might take thousands of words to replicate through an AI prompt. We’ve all heard the saying, “A picture is worth a thousand words.” But generating that picture with AI often takes many more words. Input a short prompt, and the AI will enhance it with more words, often leading to results that stray from your original vision. To achieve a specific outcome, you may need hours of prompt engineering, trial, and error—and even then, the result might not be quite right. Without a human artist to guide the process, these generated works will often remain unimpressive, no matter how advanced the technology becomes. That’s where you, the creator, come in. By introducing your own inputs, such as images or sketches, and using workflows like those in ComfyUI, you can exert more control over the outputs. AI becomes less of a replacement for the artist and more of a tool or collaborator. It can help speed up the creative process but still relies on the artist’s hand to guide it toward a meaningful result. Artists like Martin Nebelong have embraced this approach, treating AI as just another tool in their creative toolbox. Nebelong uses high levels of control in AI-driven workflows to create works imbued with his personal emotional touch. He shares these workflows on platforms like LinkedIn and Twitter, encouraging other creators to explore how AI can speed up their processes while retaining the unique artistry that only humans can provide. Nebelong’s philosophy is clear: “I’m pro-creativity, pro-art, and pro-AI. Our tools change, the scope of what we can do changes. I don’t think creative AI tools or models have found their best form yet; they’re flawed, raw, and difficult to control. But I’m excited for when they find that form and can act as an extension of our hands, our brush, and as an amplifier of our artistic intent.” AI can help bring an artist 80% of the way to a finished product, but it’s the final 20%—the part where human skill and emotional depth come in—that elevates the piece to something truly remarkable. Think about the notorious issues with AI-generated hands. Often, the output features too many fingers or impossible poses, a telltale sign of AI’s limitations. An artist is still needed to refine the details, correct mistakes, and bring the creation in line with reality. While using AI may be faster than organizing a full photoshoot or painting from scratch, the artist’s role has shifted from full authorship to that of a collaborator, guiding AI toward a polished result. Nebelong often starts with his own artwork and integrates AI-generated elements, using them to enhance but never fully replace his vision. He might even use AI to generate 3D models, lighting, or animations, but the result is always driven by his creativity. For him, AI is just another step in the creative journey, not a shortcut or replacement for human effort. However, AI’s ability to replicate the styles of famous artists and public figures raises ethical concerns. With platforms like CIVIT.AI making it easy to train models on any style or subject, questions arise about the legality and morality of using someone else’s likeness or work without permission. As regulations catch up, we may see a future where AI models trained on specific styles or individuals are licensed, allowing creators to retain control over their works in the same way they license their traditional creations today. The future may also see businesses licensing AI models trained on actors, artists, or styles, allowing them to produce campaigns without booking the actual talent. This would lower costs while still benefiting creators through licensing fees. Actors and artists could continue to contribute their talents long after they’ve retired, or even passed on, by licensing their digital likenesses, as seen with CGI performances in movies like Rogue One. In conclusion, AI is pushing creators to learn new skills and adapt to new tools. While this can feel daunting, it’s important to remember that AI is just that—a tool. It doesn’t understand emotion, intent, or meaning, and it never will. That’s where humans come in. By guiding AI with our creativity and emotional depth, we can produce works that resonate with others on a deeper level. For example, you can tell artificial intelligence what an image should look like but not what emotions the image should evoke. Creators, your job isn’t disappearing. It’s

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Salesforce End User Training

Salesforce End User Training

Preparing Training Materials: How to Create an End-User Training Document Drafting a user-friendly training document, whether it’s a Training Manual or Training Guide, is as crucial as conducting the training itself. This document, which can be formatted as a PDF, presentation, or other formats, should provide clear instructions and visuals that help users navigate the Salesforce application effectively. Below are key strategies for crafting an effective end-user training document. 1. Understand the End-User Before drafting the document, it is important to assess the users’ technical skills and familiarity with Salesforce. This helps in identifying knowledge gaps and tailoring the training material to suit their needs, ensuring the content is accessible and comprehensible. 2. Break Down the Training into Smaller Procedures Organize the document into smaller sections, each focused on specific tasks or procedures. This not only makes the content less overwhelming but also allows users to easily refer to specific instructions without sifting through lengthy explanations. 3. Organize the Document Logically Align the content with the natural flow of business processes, avoiding unnecessary jumps between different features. A well-structured, hyperlinked table of contents makes navigation easier and more intuitive. 4. Include Screenshots Visual aids like screenshots are essential in guiding users through Salesforce. Ensure the screenshots are focused on relevant elements, and blur any unnecessary or sensitive information. Clear, well-annotated images enhance understanding and make the document more engaging. 5. Keep Instructions Clear and Concise Ensure that each step is succinct and to the point. Overly detailed instructions can confuse users, so focus on delivering clear, actionable guidance. How to Record Video Tutorials Sometimes, written instructions may not fully convey how to use Salesforce features effectively. In such cases, video tutorials are a great supplement. These can be comprehensive guides or broken into shorter segments based on specific functions. Supplementary Materials Additional resources like FAQs, cheat sheets, glossaries, and links to official Salesforce documentation can provide valuable support for users. These materials encourage independent learning and build confidence in using Salesforce. Training Delivery Methods There are multiple ways to deliver end-user training. Below are the most effective: Structuring the Salesforce End-User Training Whether the users are new to Salesforce or have some familiarity, it’s important to structure the training content in a way that reflects real-world processes. Rather than teaching isolated features, organize the material based on the actual workflow users will encounter. To make virtual training engaging, live demonstrations of features are recommended rather than simply reading through the training document. Short breaks can help prevent information overload, while interactive exercises in a Salesforce sandbox can enhance hands-on learning. Post-Training Follow-up After training, make the materials available in a shared folder for users to reference as needed. Gathering feedback is essential for improving the training experience. Adjust the training documents and video tutorials based on this feedback to ensure they remain clear and useful. Additionally, collecting feedback from the client on the effectiveness of the training session itself helps to refine future training efforts. By focusing on clarity, structure, and real-world application, training documents and sessions will empower users to fully leverage Salesforce’s capabilities. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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SaaS Data Protection from Own

SaaS Data Protection from Own

ENGLEWOOD CLIFFS, N.J.–(BUSINESS WIRE)–Own, the industry leader for SaaS data protection and activation, today announced the release of Continuous Data Protection for Salesforce customers, further strengthening its product offering to include unprecedented recovery and analysis capabilities. In an industry-first approach, Own Continuous Data Protection provides a turn-key solution that delivers significant value to customers that have mission-critical, frequently changing, or highly valuable data within Salesforce. Own is the only SaaS data protection platform that proactively detects and stores data changes in Salesforce by leveraging platform events to prevent data loss. “This innovative approach to Continuous Data Protection will provide our Salesforce customers with an unparalleled advantage for capturing every change to their data ” said Adrian Kunzle, Chief Technology Officer at Own. “From the company’s inception almost 10 years ago, it has been our goal to ensure that no company operating in the cloud loses their data. At Own, we are the first to reimagine Continuous Data Protection for greater data resilience and scalability, and to ensure business continuity. This new solution offers true continuous data protection, and equips our customers with the most complete dataset to enable greater data fidelity to power AI models.” Own’s release of Continuous Data Protection (CDP) is a groundbreaking development in data protection and activation. Traditionally, backup and recovery solutions that specialize in protecting SaaS application data leverage a high-frequency model that provides multiple snapshots per week or day. Continuous Data Protection from Own pushes data changes to a backup as they happen, allowing businesses to capture changes in their data in near real-time. In addition to creating a more resilient and scalable approach, the higher-fidelity datasets this offering creates will enable organizations to unlock new ways of leveraging analytics and AI models across their vital information. “This innovative approach to Continuous Data Protection will provide our Salesforce customers with an unparalleled advantage for capturing every change to their data,” said Adrian Kunzle, Chief Technology Officer at Own. “From the company’s inception almost 10 years ago, it has been our goal to ensure that no company operating in the cloud loses their data. At Own, we are the first to reimagine Continuous Data Protection for greater data resilience and scalability, and to ensure business continuity. This new solution offers true continuous data protection, and equips our customers with the most complete dataset to enable greater data fidelity to power AI models.” Continuous Data Protection is a step forward in the world of SaaS data protection, enabling Own Recover for Salesforce customers to recover rapidly changing, mission-critical data faster, enhancing data resiliency and scalability. Continuous Data Protection provides the ability to: The Continuous Data Protection offering will be generally available on August 19, 2024. About Own Own is the industry leader in SaaS data protection and activation, trusted by thousands of organizations to ensure the availability, security, and compliance of mission-critical data, while unlocking new ways to gain deeper insights faster. Own ensures data resiliency and empowers organizations to bring historical context to life for predictive insights and inspiration. By partnering with some of the world’s largest SaaS ecosystems such as Salesforce, ServiceNow and Microsoft Dynamics 365, Own enables customers around the world to truly own their data and transform their business. It’s their platform. It’s your data. Own it. 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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Generative AI Overview

Generative AI Overview

Editor’s Note: AI Cloud, Einstein GPT, and other cloud GPT products are now Einstein. For the latest on Salesforce Einstein The Rise of Generative AI: What It Means for Business and CRM Generative artificial intelligence (AI) made headlines in late 2022, sparking widespread curiosity and questions about its potential impact on various industries. What is Generative AI? Generative AI is a technology that creates new content—such as poetry, emails, images, or music—based on a set of input data. Unlike traditional AI, which focuses on classifying or predicting, generative AI can produce novel content with a human-like understanding of language, as noted by Salesforce Chief Scientist Silvio Savarese. However, successful generative AI depends on the quality of the input data. “AI is only as good as the data you give it, and you must ensure that datasets are representative,” emphasizes Paula Goldman, Salesforce’s Chief Ethical and Humane Use Officer. How Does Generative AI Work? Generative AI can be developed using several deep learning approaches, including: Other methods include Variational Autoencoders (VAEs) and Neural Radiance Fields (NeRFs), which generate new data or create 2D and 3D images based on sample data. Generative AI and Business Generative AI has captured the attention of global business leaders. A recent Salesforce survey found that 67% of IT leaders are focusing on generative AI in the next 18 months, with 33% considering it a top priority. Salesforce has long been exploring generative AI applications. For instance, CodeGen helps transform simple English prompts into executable code, and LAVIS makes language-vision AI accessible to researchers. More recently, Salesforce’s ProGen project demonstrated the creation of novel proteins using AI, potentially advancing medicine and treatment development. Ketan Karkhanis, Salesforce’s Executive VP and GM of Sales Cloud, highlights that generative AI benefits not just large enterprises but also small and medium-sized businesses (SMBs) by automating proposals, customer communications, and predictive sales modeling. Challenges and Ethical Considerations Despite its potential, generative AI poses risks, as noted by Paula Goldman and Kathy Baxter of Salesforce’s Ethical AI practice. They stress the importance of responsible innovation to ensure that generative AI is used safely and ethically. Accuracy in AI recommendations is crucial, and the authoritative tone of models like ChatGPT can sometimes lead to misleading results. Salesforce is committed to building trusted AI with embedded guardrails to prevent misuse. As generative AI evolves, it’s vital to balance its capabilities with ethical considerations, including its environmental impact. Generative AI can increase IT energy use, which 71% of IT leaders acknowledge. Generative AI at Salesforce Salesforce has integrated AI into its platform for years, with Einstein AI providing billions of daily predictions to enhance sales, service, and customer understanding. The recent launch of Einstein GPT, the world’s first generative AI for CRM, aims to transform how businesses interact with customers by automating content creation across various functions. Salesforce Ventures is also expanding its Generative AI Fund to $500 million, supporting AI startups and fostering responsible AI development. This expansion includes investments in companies like Anthropic and Cohere. As Salesforce continues to lead in AI innovation, the focus remains on creating technology that is inclusive, responsible, and sustainable, paving the way for the future of CRM and business. The Future of Business: AI-Powered Leadership and Decision-Making Tomorrow’s business landscape will be transformed by specialized, autonomous AI agents that will significantly change how companies are run. Future leaders will depend on these AI agents to support and enhance their teams, with AI chiefs of staff overseeing these agents and harnessing their capabilities. New AI-powered tools will bring businesses closer to their customers and enable faster, more informed decision-making. This shift is not just a trend—it’s backed by significant evidence. The Slack Workforce Index reveals a sevenfold increase in leaders seeking to integrate AI tools since September 2023. Additionally, Salesforce research shows that nearly 80% of global workers are open to an AI-driven future. While the pace of these changes may vary, it is clear that the future of work will look vastly different from today. According to the Slack Workforce Index, the number of leaders looking to integrate AI tools into their business has skyrocketed 7x since September 2023. Mick Costigan, VP, Salesforce Futures In the [still] early phases of a major technology shift, we tend to over-focus on the application of technology innovations to existing workflows. Such advances are important, but closing the imagination gap about the possible new shapes of work requires us to consider more than just technology. It requires us to think about people, both as the customers who react to new offerings and as the employees who are responsible for delivering them. Some will eagerly adopt new technology. Others will resist and drag their feet. 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 Data Snowflake and You

Salesforce Data Snowflake and You

Unlock the Full Potential of Your Salesforce Data with Snowflake At Tectonic, we’ve dedicated years to helping businesses maximize their Salesforce investment, driving growth and enhancing customer experiences. Now, we’re expanding those capabilities by integrating with Snowflake.Imagine the power of merging Salesforce data with other sources, gaining deeper insights, and making smarter decisions—without the hassle of complex infrastructure. Snowflake brings this to life with a flexible, scalable solution for unifying your data ecosystem.In this insight, we’ll cover why Snowflake is essential for Salesforce users, how seamlessly it integrates, and why Tectonic is the ideal partner to help you leverage its full potential. Why Snowflake Matters for Salesforce Users Salesforce excels at managing customer relationships, but businesses today need data from multiple sources—e-commerce, marketing platforms, ERP systems, and more. That’s where Snowflake shines. With Snowflake, you can unify these data sources, enrich your Salesforce data, and turn it into actionable insights. Say goodbye to silos and blind spots. Snowflake is easy to set up, scales effortlessly, and integrates seamlessly with Salesforce, making it ideal for enhancing CRM data across various business functions.The Power of Snowflake for Salesforce Users Seamless Data IntegrationSnowflake’s cloud-native architecture lets you combine structured, semi-structured, and unstructured data effortlessly. Salesforce users can extend their data capabilities by integrating insights from external sources, such as web analytics, other CRMs, or real-time IoT data, all while keeping the setup simple. This provides a comprehensive view of each customer and enables faster, data-driven decisions. Scalability without ComplexitySnowflake is a fully managed, cloud-native platform that scales to meet your growing data needs without heavy infrastructure demands. This allows Salesforce users to expand their data strategy without altering their CRM setup or adding IT resources. Advanced Analytics and AI/ML ReadinessFrom predictive lead scoring to customer churn analysis, Snowflake supports AI and machine learning workloads, enabling Salesforce users to develop models that deliver actionable insights. By unifying data across platforms, Snowflake allows for more accurate and robust AI/ML models, driving smarter decisions across areas like customer support and product recommendations. Enterprise-Grade Security & GovernanceSnowflake ensures that your data is secure and compliant. With top-tier security and data governance tools, your customer data remains protected and meets regulatory requirements across platforms, seamlessly integrating with Salesforce. Cross-Cloud Data SharingSnowflake’s Snowgrid feature makes it easy for Salesforce users to share and collaborate on data across clouds. Teams across marketing, sales, and operations can access the same up-to-date information, leading to better collaboration and faster, more informed decisions. Real-Time Data ActivationCombine Snowflake’s data platform with Salesforce Data Cloud to activate insights in real-time, enabling enriched customer experiences through dynamic insights from web interactions, purchase history, and service touchpoints. Tectonic + Snowflake: Elevating Your Salesforce Experience Snowflake offers powerful data capabilities, but effective integration is key to realizing its full potential—and that’s where Tectonic excels. Our expertise in Salesforce, now combined with Snowflake, ensures that businesses can maximize their data strategies. How Tectonic Helps: Strategic Integration Planning: We assess your current data ecosystem and design a seamless integration between Salesforce and Snowflake to unify data without disrupting operations. Custom Data Solutions: From real-time dashboards to data enrichment workflows, we create solutions tailored to your business needs. Ongoing Support and Optimization: Tectonic provides continuous support, adapting your Snowflake integration to meet evolving data needs and business strategies. Real-World Applications Retail: Integrate in-store and e-commerce sales data with Salesforce for real-time customer insights. Healthcare: Unify patient data from wearables, EMRs, and support interactions for a holistic customer care experience. Financial Services: Enhance Salesforce data with third-party risk assessments, enabling quicker, more accurate underwriting. Looking Ahead: The Tectonic Advantage Snowflake opens up new possibilities for Salesforce-powered businesses. Effective integration, however, requires strategic planning and hands-on expertise. Tectonic has a long-standing track record of helping clients get the most out of Salesforce, and now, Snowflake adds an extra dimension to our toolkit. Whether you want to better manage data, unlock insights, or enhance AI initiatives, Tectonic’s combined Salesforce and Snowflake expertise ensures you’ll harness the best of both worlds. Stay tuned as we dive deeper into Snowflake’s features, such as Interoperable Storage, Elastic Compute, and Cortex AI with Arctic, and explore how Tectonic is helping businesses unlock the future of data and AI. Ready to talk about how Snowflake and Salesforce can transform your business? Contact Tectonic today! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce 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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What is Salesforce Data Cloud?

Role of Salesforce Data Cloud

Will Salesforce Data Cloud Drive Value for Your Business? What is Salesforce Data Cloud? The role of Salesforce Data Cloud as an innovative platform designed to help businesses fully leverage their customer data. As a trusted Salesforce partner, we are committed to helping you explore the potential of this powerful tool to transform customer relationships and fuel significant business growth. While Data Cloud may not be suitable for every business, we’re here to help you determine if it can drive value for yours. How Salesforce Data Cloud Elevates Your Business Key Features of Salesforce Data Cloud Let us help you discover what Salesforce Data Cloud is for and if it can drive value for your business. Contact Tectonic today. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce 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 on AI

Salesforce on AI

Marketing success hinges on delivering consistent, timely, and engaging content. According to the Salesforce State of Marketing report, 78% of high-performing marketers identify data as their most critical asset for creating cohesive customer journeys. Yet, only 49% report having a unified view of customer data sources. This disconnect highlights a significant challenge many marketing teams face in effectively leveraging their data. For organizations already invested in Salesforce, incorporating AI-driven business intelligence (BI) tools offers numerous benefits. These include reduced time to deliver insights, enhanced automation, increased innovation, improved agility, and cost savings. However, realizing these benefits depends on having high-quality data and robust data strategies. This insight explores AI-driven BI from a Salesforce perspective, highlighting its benefits, applications, and future trends. By understanding the potential of AI in BI, organizations can better harness their data to drive success and innovation. The Role of AI in Business Intelligence Integrating AI into BI systems elevates data analysis by offering deeper insights and predictive capabilities. Here’s how AI enhances BI: These examples demonstrate AI’s ability to improve BI systems by enhancing data accuracy, providing real-time insights, and improving forecasting. Salesforce’s AI Capabilities in BI Salesforce’s AI capabilities in BI are embodied in the versatile tool, Salesforce Einstein. Easily integrated with BI, Einstein automates tasks and delivers personalized insights. Companies using Einstein have reported a 20% increase in sales productivity. Here’s how Einstein can be utilized in various scenarios: These examples illustrate how Salesforce’s AI tools, particularly Einstein, can transform BI by automating routine tasks and delivering personalized insights, ultimately driving customer satisfaction and business growth. Future Trends in AI and BI The future of AI and BI promises even more advanced capabilities and innovations. As AI evolves, so too will the tools for BI. Here are some trends expected to emerge in the near future: These trends show that AI and BI are evolving rapidly. Companies that stay ahead of these developments will be well-positioned to leverage AI for greater innovation and efficiency. Next Steps AI-powered BI, especially with Salesforce, is transforming how businesses operate by providing deeper insights and better decision-making capabilities. To stay competitive and foster innovation, organizations must embrace AI. The quest is no longer just to be data-driven. It is to be data-decisioned. Here are some actionable steps: By taking these steps, businesses can fully leverage AI-driven BI and maintain a competitive edge in the fast-evolving digital playinf field of AI. 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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SigFig

SigFig

SigFig, a leading provider of digital wealth management solutions, has upgraded its Engage platform with advanced AI features designed to enhance the effectiveness of financial advisors. The Engage platform seamlessly combines human expertise with state-of-the-art technology, equipping financial advisors and their teams with a range of tools to boost their efficiency. New AI-driven functionalities in Engage include smart tips that deliver real-time prompts and tailored recommendations during meetings, helping advisors identify new growth opportunities. The platform also proactively presents the most relevant content, tools, paperwork, and workflows to streamline discussions. To further optimize advisors’ workflows, Engage now automates the creation of transcripts, meeting summaries, and post-meeting notes. This automation frees up advisors to focus more on building client relationships rather than managing administrative tasks. Mike Sha, founder and CEO of SigFig, stated, “AI can significantly enhance the productivity and effectiveness of financial advisors. Advisors need to concentrate on developing meaningful relationships with their clients and understanding their goals and challenges. Engage serves as a central hub for creating richer, more personalized client interactions while managing time-consuming administrative duties.” Engage integrates smoothly with popular systems such as Salesforce, Docusign, Microsoft, and Google. Its CRM integration features bi-directional data sync, allowing advisors to access client data within Engage and automatically update Salesforce with meeting notes, client details, and follow-ups. This integration accelerates the sales process and boosts client conversion rates. The platform also fosters a collaborative environment, enabling clients to engage actively in the financial planning process. This collaboration supports clients’ financial well-being and enhances advisors’ understanding of individual financial situations. SigFig has developed various customizable modules for different aspects of financial services, including client prospecting, retirement planning, account opening, and annual reviews. 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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Boost Service Rep Productivity

Tips to Boost Service Rep and Field Service Tech Productivity Serviceblazer Allie Lawler shares top tactics for improving the productivity of service reps and field technicians. With over a decade of experience in the customer service industry, she has firsthand knowledge of how the landscape has changed, becoming more demanding and complex. Increased caseloads, rising customer expectations, and the pressure to generate revenue are placing significant stress on service teams. Research shows that 65% of service reps and 66% of mobile workers report that cases have become more complex. This complexity, combined with the rise of autonomous AI and heightened customer demands, can lead to burnout. Lawler explains that 69% of decision-makers in the service industry say that service rep attrition is a moderate to major challenge, which underscores the need for strategic solutions. Here are her top three strategies to boost productivity using Service Cloud and Salesforce Field Service, helping service teams thrive in today’s challenging environment. 1. Simplify Disjointed Processes One of the biggest productivity challenges for service reps and field techs is disjointed workflows. Although we picture service professionals actively engaging with customers, studies show that 61% of their day is spent on administrative tasks, internal meetings, and navigating fragmented systems. These disjointed processes slow down response times, increase the likelihood of errors, and hurt the customer experience. Streamline User Experience: A better-designed user experience can significantly reduce the time spent on non-customer-facing tasks. For instance, using Salesforce Lightning pages with Related Record and Dynamic Related List Components allows service reps to access all relevant information — from case details to account data — in one place. Quick-access buttons for workflows and automation further cut down the time spent searching for information, improving efficiency and customer satisfaction. Improve Accessibility: Enhanced accessibility benefits the entire team. Features like clear labeling and visual icons on Lightning Pages improve usability for everyone. These small changes can make navigating the system easier, especially for reps with visual impairments or those looking for a more intuitive experience. Make Pages Dynamic: Instead of overwhelming reps with unnecessary fields, conditional visibility can simplify the interface. By only displaying relevant fields at the right time, reps can focus on what’s important, reducing distractions and improving workflow efficiency. For mobile field technicians, ensuring they only see actionable information—like work order details or scheduling notes—can help them serve customers faster without wading through irrelevant data. 2. Empower Reps and Technicians to Make Decisions Autonomy is key to increasing both productivity and job satisfaction. Giving reps the ability to make decisions without needing constant managerial approval empowers them to solve issues faster and reduces customer wait times. Enable Exception-Based Approvals: One way to grant reps more decision-making power is through exception-based approvals. For example, allowing service reps to offer small discounts or credits without needing manager approval increases efficiency. Setting approval thresholds — such as allowing reps to approve discounts under 2%, but requiring approval for anything higher — strikes a balance between empowering reps and managing risk. Expand Field Technicians’ Roles: Field technicians can be given the ability to upsell services or renew contracts while they’re onsite, further enhancing productivity. With Field Service Mobile extensions, techs can access tools that allow them to complete tasks, upsell services, or even renew contracts directly from their mobile devices. This not only speeds up service but also contributes to revenue generation. 3. Use Metrics to Drive Motivation Keeping service reps and technicians motivated is crucial for maintaining productivity. Lawler suggests using both individual and team metrics to create a culture of accountability and improvement. Build a Leaderboard: A leaderboard that highlights top performers encourages healthy competition and gives reps something to strive toward. Recognition of their efforts helps create a motivated and engaged workforce. Provide Access to Personal Metrics: Giving reps access to their own performance metrics fosters a sense of ownership and encourages continuous improvement. For example, Lawler recommends using dynamic dashboards on the service reps’ homepages, showing them key metrics like case closures and current caseloads. Field technicians can also view their performance metrics by using deep links from the Field Service app to the Salesforce mobile app. This allows them to track their appointments, customer satisfaction scores, and overall performance, creating a sense of pride and motivation to improve. Boosting Productivity: A Summary By making small but impactful changes to the user experience, granting autonomy, and recognizing achievements, service organizations can significantly enhance productivity. Streamlining workflows, empowering decision-making, and motivating with metrics will help both service reps and field techs thrive — leading to happier customers and more successful teams. 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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Barriers to Healthcare Data Exchange

Barriers to Healthcare Data Exchange

As of 2022, 96% of hospitals were involved in some form of electronic public health data exchange, according to a blog post by the Office of the National Coordinator for Health Information Technology (ONC). Yet Barriers to Healthcare Data Exchange Despite this high engagement, barriers to effective data exchange remain. About three-quarters of hospitals reported facing at least one obstacle to public health reporting. The most frequent challenge was the perception that public health authorities (PHAs) could not receive information electronically. Additionally, hospitals cited technical complexities and exchange costs as significant barriers. ONC data also revealed lower rates of electronic public health reporting among small, rural, independent, and critical access hospitals. Similarly, office-based physicians encounter difficulties in public health data exchange due to limited EHR integration. The 2022 National Physician Health IT Survey indicated that less than half of primary care physicians (41%) used their EHR systems to access immunization data from outside their organizations. Several initiatives are underway to address these public health reporting challenges and improve interoperability between healthcare providers and PHAs: Additionally, a proposed rule from ONC seeks to enhance public health data exchange further. The Health Data, Technology, and Interoperability: Certification Program Updates, Algorithm Transparency, and Information Sharing (HTI-2) proposed rule builds on existing certification criteria by: According to the ONC blog, “Together, these efforts will help address persistent challenges to public health data sharing by investing in public health infrastructure, establishing a governing approach for nationwide health information exchange, and advancing standards to support seamless electronic exchange.” 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 Rollups

Salesforce Rollups

70% of Sales Teams Rely on CRM Systems, but 43% Struggle with Data Management—Here’s a Solution CRM platforms like Salesforce have become indispensable tools for modern sales teams aiming to optimize workflows and gain critical insights. Despite their importance, many teams still face challenges with data management, often due to the sheer volume of data that must be processed, organized, and analyzed. This growing need for streamlined data management has paved the way for innovative solutions like automated rollups in Salesforce. Ksolves has developed RollUp Magic, a one-stop solution for seamless Salesforce data management. Why RollUp Magic? RollUp Magic is designed to enhance the efficiency and effectiveness of sales teams by automating the calculation of rollup summaries based on specific criteria. This tool significantly reduces the burden of manual data handling, providing instant access to key metrics and ensuring the power of CRM systems is fully realized. In this insight, we’ll explore how RollUp Magic works, its key features, and how it can boost the efficiency of your sales team. Introduction to Automated Rollups Automated rollups in Salesforce aggregate data across related records without manual intervention, continuously updating key metrics like sums, averages, or counts. This automation not only saves time but also ensures consistency and accuracy in reporting, empowering organizations to make decisions based on the most current data. Manual vs. Automated Rollups Manual Rollups: Automated Rollups: Automated rollups offer a more efficient, accurate, and reliable way to manage and analyze Salesforce data compared to manual methods. Benefits of Automated Rollups for Sales Teams RollUp Magic: The Ultimate Tool for Automated Data Insights RollUp Magic simplifies and automates the data rollup process in Salesforce, allowing businesses to create custom rollups for any data, including lookup relationships. Here’s how RollUp Magic enhances Salesforce capabilities: Key Features of RollUp Magic for Sales Teams Metrics Sales Teams Can Track with RollUp Magic Conclusion Investing in Salesforce automation is a strategic move for any sales team. As industries move towards modern practices, Ksolves’ RollUp Magic emerges as a crucial tool, enabling teams to create rollup summaries for objects with lookup relationships, overcoming the limitations of standard fields. By leveraging Salesforce, sales teams can streamline workflows, enhance cross-department collaboration, and deliver exceptional client experiences. From optimizing deal forecasting to ensuring compliance, Salesforce equips sales professionals with the tools needed to succeed in a rapidly evolving marketplace. 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 Thematic Personalization

Salesforce Thematic Personalization

Thematic Personalization Made Simple with Salesforce Leverage the power of thematic personalization to tailor your messaging and creative assets for each target audience directly within Salesforce. If you’re a Faraday user, integrating thematic personalization predictions into your CRM is a seamless way to elevate your outreach. With predictions accessible in Salesforce, you can shape your content to better resonate with your leads and contacts. This integration helps you understand what appeals to your audience, ensuring your communications are more relevant and impactful—all while working within the tools you already know. It’s an effortless way to enhance personalization and make the most of your data. Step-by-Step Integration Guide Step 1: Connect Your Data SourcesUse the link below to connect Salesforce to Faraday. Alternatively, you can skip this step and upload your data using CSV files to get started.👉 Connect to Salesforce Step 2: Ingest Data into Event StreamsStream your data into Faraday to enable the platform to interpret its meaning. Follow the link below for guidance on setting up event streams to power this template.👉 Ingest Data Step 3: Organize Your Customer DataGroup your data into cohorts—key building blocks in Faraday. These cohorts enable you to predict customer behavior with precision.👉 Define Cohorts Step 4: Declare Your Prediction ObjectivesOnce your cohorts are ready, instruct Faraday to predict the behaviors you care about. Follow the documentation using the link below.👉 Set Prediction Goals Step 5: Build and Deploy Your Personalization PipelineCreate a content personalization pipeline and deploy it to Salesforce to use predictions for shaping creative and messaging.👉 Deploy Content Personalization Step 6: Finalize Deployment to SalesforceComplete your setup by creating a deployment target within Salesforce or, if preferred, export your results as a CSV file.👉 Deploy to Salesforce Why Integrate Thematic Personalization?This integration empowers you to seamlessly incorporate predictive insights into your CRM workflow, enabling more personalized, effective communications. With minimal effort, you can connect with your audience on a deeper level, enhance engagement, and achieve better results. 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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GLYNT.AI Launches Net Zero Hero

GLYNT.AI Launches Net Zero Hero

GLYNT.AI Launches Net Zero Hero for Salesforce Net Zero Cloud Net Zero Hero Sustainability Data + Net Zero Cloud GLYNT.AI, a leader in providing investor-grade sustainability data, has announced the launch of Net Zero Hero on the Salesforce AppExchange. This new offering enables sustainability and finance teams to access accurate, automated, and audit-ready data on energy, water, waste, and emissions, seamlessly integrated with Salesforce Net Zero Cloud. The service provides data within a week of implementation, with ongoing updates available daily, weekly, or monthly, all without requiring developer resources. Sustainability and finance teams often struggle with capturing, preparing, harmonizing, and validating key sustainability data. Traditionally, this data is buried in invoices and utility bills, making it difficult to extract and harmonize. Many companies rely on manual processes, such as spreadsheets, which can raise concerns during assurance and audit reviews and increase audit costs. There is also a growing pressure to manage sustainability data cost-effectively without expanding headcount. Net Zero Hero from GLYNT.AI addresses these challenges by providing SOC 1 compliant, audit-ready sustainability data. The service covers a wide range of input data, including landlord invoices, data center invoices, sub-billing, summary bills, renewables, utility site logins, vehicle ledgers, and direct emissions data. This comprehensive solution ensures that Salesforce Net Zero Cloud customers receive sustainability data that meets the rigorous standards of financial data preparation. GLYNT.AI leverages advanced AI technology to automate data preparation, drawing on years of experience in sustainability, finance, and data science. The system can deliver initial data in the first week, quickly scaling up to production-grade data services. This automation and customization result in significant cost savings, often exceeding 80% compared to traditional systems. Jeff Stienke, CEO of Third Eye Consulting, a leading Salesforce Summit Partner, expressed enthusiasm for the partnership, highlighting the benefits of automated systems and streamlined implementation. “Net Zero Hero breaks the data bottleneck, bringing costs down and simplifying the deployment of Net Zero Cloud. Our clients have been looking for the expertise in data, sustainability, and finance that GLYNT.AI provides,” Stienke said. Martha Amram, Ph.D., CEO of GLYNT.AI, emphasized the company’s commitment to supporting Salesforce customers in achieving sustainability goals. “Salesforce has a long-standing commitment to sustainability, and we’re excited to add Net Zero Hero data services to Salesforce AppExchange. GLYNT.AI unlocks the sustainability data stream, so that every Salesforce customer can be a force for good, a Net Zero Hero. And looking ahead, we’ve built in audit-readiness and AI-readiness into the offering, delivering Trusted Data for Trusted AI.” GLYNT.AI offers three bundles for Net Zero Hero on the Salesforce AppExchange: A 30-day trial of Net Zero Hero is available, allowing businesses to see their data in Net Zero Cloud within the first week. For more information about Net Zero Hero and to access the AppExchange listing, visit: Net Zero Hero on Salesforce AppExchange. 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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