Data Archives - gettectonic.com - Page 34
Salesforce Bulk API Mappings
09Aug

Salesforce Bulk API Mappings

Using Salesforce Bulk API and Bulk API 2.0 in Mappings and Mapping Tasks The Salesforce Bulk API and Bulk API 2.0 allow you to efficiently process and retrieve large datasets from Salesforce sources with minimal API calls. These APIs are particularly useful for handling extensive data loads in mappings and mapping tasks. Salesforce Bulk API The Salesforce Bulk API processes large volumes of data by dividing it into manageable batches. Key limitations to consider: Salesforce Bulk API 2.0 Bulk API 2.0 offers enhanced scalability and automation for even larger datasets: Recommendations for Bulk API 2.0 To take full advantage of Bulk API 2.0: By leveraging these APIs, you can seamlessly manage and process large-scale Salesforce data, optimizing performance and minimizing API call overhead. 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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August 9, 2024in Data
Gearset Flow Navigator
09Aug

Gearset Flow Navigator

Salesforce Flow enables teams to create complex business automations with clicks, not code. This approach allows admins to manage more of the business logic, reducing the dependency on developers and increasing project velocity, thus delivering value to the business more quickly. However, deploying Salesforce Flows often poses significant challenges. In this article, we’ll explore why deploying Flows can be tricky and how Gearset Flow Navigator simplifies the process with visual comparison tools for easy, declarative deployments. Join us to learn about tackling Flow deployments. Challenges in Deploying Salesforce Flows Deploying Salesforce Flows can be complex, particularly when using change sets, due to several issues: While tools using the Metadata API offer an alternative, they typically represent Flows as XML, which has its drawbacks: A New Solution for Salesforce Flow Deployments Despite Flow Builder’s user-friendly design for no-code admins, deployment can still be a challenging and frustrating experience. This affects the entire team and the broader business. Gearset’s new Flow Navigator addresses these pain points with industry-first functionality designed to simplify Flow deployments. Key Features of Flow Navigator Visualize Differences in Flows Between Environments:Gearset’s Flow Navigator offers a visual interface to compare source and target environments, such as Salesforce orgs or Git branches. The tool highlights new or changed elements in the Flow, making it easy to identify changes. A sidebar provides a detailed breakdown of changes, allowing users to quickly spot any unintended modifications. Detailed Breakdown of Changes:Users can drill down into specific Flow elements to review changes in a simple, tabular format. This ensures that only the intended changes are deployed. Switch Versions with a Click:The tool allows users to compare different versions of a Flow, which is particularly useful if the latest version includes in-progress work that shouldn’t be deployed. Automatic Flow Activation:Gearset can automatically activate Flows post-deployment, eliminating the need for manual activation steps and reducing the chance of errors. Flow Deployments that Resemble Flow Builder:Flow Navigator provides a more familiar and accessible deployment experience for no-code developers, avoiding the complexity of XML. Gearset offers a 30-day trial, allowing users to explore the platform and its Flow Navigator feature at no cost. By addressing these common challenges, Gearset’s Flow Navigator ensures smoother and more reliable Flow deployments, enhancing the overall efficiency and productivity of teams working with Salesforce. 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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August 9, 2024in Salesforce
Demandbase One for Sales iFrame
09Aug

Demandbase One for Sales iFrame

Understanding the Demandbase One for Sales iFrame in Salesforce The Demandbase One for Sales iFrame (formerly known as Sales Intelligence) allows sales teams to access deep, actionable insights directly within Salesforce. This feature provides account-level and people-level details, including engagement data, technographics, intent signals, and even relevant news, social media posts, and email communications. By offering this level of visibility, sales professionals can make informed decisions and take the most effective next steps on accounts. Key Points: Overview of the Demandbase One for Sales iFrame The iFrame is divided into several key sections: Account, People, Engagement, and Insights tabs. Each of these provides critical information to help you better understand and engage with the companies and people you’re researching. Account Tab People Tab Engagement Tab Final Notes: The Demandbase One for Sales iFrame is a powerful tool that provides a complete view of account activity, helping sales teams make informed decisions and drive 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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August 9, 2024in Data
Benefits of Loan Software for Government Agencies on Salesforce
08Aug

Benefits of Loan Software for Government Agencies on Salesforce

The Benefits of Loan Software for Government Agencies on Salesforce Government agencies managing loans face unique challenges in financial administration, and integrating loan software with Salesforce can greatly enhance their efficiency, accuracy, and transparency. This streamlined solution addresses key areas such as document management, borrower engagement, and robust reporting, making processes more efficient and improving service delivery. Centralized Document Management Loan software offers a central hub for managing extensive paperwork, helping government agencies manage loan applications, agreements, and compliance documents. Key benefits include: This centralized approach saves time and helps agencies maintain audit-ready records. Improved Borrower Management Loan software on Salesforce offers a seamless borrower management experience through custom borrower portals. Features include: By improving borrower relationships, agencies can foster trust and boost repayment rates. Powerful Reporting and Dashboards Salesforce’s loan software provides comprehensive reporting tools to support data-driven decision-making: These tools provide insights that help agencies manage loans efficiently while aligning with fiscal goals. Efficient Payment Processing Loan software simplifies payment workflows, providing: This automation improves payment accuracy and speeds up processing times for both agencies and borrowers. Conclusion Integrating loan software with Salesforce offers government agencies significant benefits, from enhanced document management to improved borrower engagement, advanced reporting, and efficient payment processing. These solutions help agencies better serve citizens while maintaining compliance and fiscal responsibility. 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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August 8, 2024in Salesforce Implementation Services, Salesforce Optimization, Salesforce Public Sector Solutions
Unified Omnichannel Retail Platform
08Aug

Unified Omnichannel Retail Platform

Salesforce has signed a definitive agreement to acquire PredictSpring, a leading unified omnichannel retail platform in the retail POS market. This acquisition aims to enhance Salesforce’s Customer 360 capabilities by integrating PredictSpring’s technology into physical retail environments. Jeff Amann, EVP of Salesforce Industries, emphasized the potential synergies: “Consumers demand a retail experience that seamlessly blends physical and digital shopping. The combined talent, resources, and innovation of Salesforce and PredictSpring will empower brands and retailers to drive frictionless and personalized engagement across all touchpoints.” PredictSpring’s modern POS software offers a fast checkout service centered around customer experience. It advocates for intelligent and user-friendly technology to revolutionize in-store operational efficiency. On its website, PredictSpring details how its unified retail platform enables consistent shopping experiences by incorporating features such as diverse payment options, inventory access, customer data management, and personalized recommendations. This alignment supports Salesforce’s 360-degree customer view, multi-tender payment management, and streamlined customer experiences. PredictSpring also provides Cloud POS solutions, enabling mobile transactions within stores, and includes features like Store Operations, Clienteling, Endless Aisle, and Store Fulfilment to enhance worker efficiency and shopper experience. Its Content Management System (CMS) allows retailers to create customizable experiences matching company branding, promotions, and loyalty programs. Already a Salesforce partner, PredictSpring has integrated Commerce Cloud and Service Cloud. Its customers include Movado, LoveSac, Steve Madden, Suitsupply, Bouclair, and Deceim. Nitin Mangtani, Founder & CEO of PredictSpring, expressed enthusiasm for the partnership: “We are excited about the future of PredictSpring and what this means for the retail industry at large. We’re energized by the opportunity to make an even greater impact on the future of shopping as part of Salesforce.” Why PredictSpring mPOS? Retailers have become acutely aware of the detrimental impact that outdated legacy point of sale systems are having on their brand’s reputation and overall customer satisfaction. The consequence is evident in prolonged queues and an unsatisfactory shopping experience. However, the remedy to this challenge presents itself in the form of a modern solution: the mobile point of sale (mPOS). Forward-looking brands are embracing the concept of prioritizing mobile-first POS systems as the natural progression, and the integration process is surprisingly straightforward – a seamless extension to existing point of sale infrastructure. Facilitate cash payments with a mobile point of sale, streamlining the payment experience. With the Modern POS, store devices are wirelessly connected to a cash drawer so payment can be taken from anywhere in-store, leading to a higher engagement and conversion rate with customers. According to research released by Capterra, “48% of retail workers prefer using mPOS”. PredictSpring True Omnichannel Replace the need for separate technology stacks with a completely unified retail platform. PredictSpring ensures in-store experiences benefit from the same functionality as online ones. This includes the same payment options, company-wide inventory access, customer data management and personalized product recommendations. With these capabilities, stores are empowered by a truly Modern POS that provides seamless cross-channel personalization, inventory management, order management and order fulfilment. Encompassing the power of a full Modern POS, the system offers brands 50+ 00TB modules of integrated technology, including mPOS, clienteling, order fulfilment, order management and inventory management features. The Modern POS platform provides store associates with a 360 view of customers and access to a global inventory, resulting in a fully integrated brand experience at every touchpoint. This way, when a customer visits in-store they can interact with the physical products and receive a high-touch service while also still benefiting from the same access to inventory, reviews and recommendations as an online customer. APIs and Integrations PredictSpring is built for integrations. With the REST API, developers can access and seamlessly integrate PredictSpring functionalities into existing operations as well as other third-party applications. The platform’s API layer allows data to be shared securely across channels while minimizing risk. With this added flexibility comes the ability to create individually personalized and completely seamless experiences both online and in-store. Leverage easy integrations to offer more payment options for global customer bases. PredictSpring supports integrations with third-party payment providers such as Adyen, Elavon and Stripe to simplify the collection of global payments. PredictSpring fully supports omni channel order management. Ensure orders arrive on time while incurring the lowest costs with item-level smart order routing and rules-based configurations. Leverage inventory, location and fulfilment data to ensure order routing is optimized for orders on all channels – whether in-store or eCommerce. Leverage enterprise-wide inventory data and integrate with third-party logistics platforms to maintain a full, real-time picture of inventory. As well as cycle counts and easy inventory adjustments, the platform supports integration with RFID to ensure accurate inventory data. As well as offering BOPIS and curbside pickup solutions, the PredictSpring platform natively supports find in store and ship to store capabilities to maximize fulfilment options. Pick and pack allows fulfilment from any location with orders also able to be routed from store to store. PredictSpring allows the device’s own camera to be used as a barcode scanner, with no additional hardware required, to ensure easy order tracking functions for associates. Salesforce Commerce Cloud With a secure integration with Salesforce Commerce Cloud, PredictSpring offers even more flexibility. Users can choose to utilize features as a combined offering or independently to suit requirements. With this partnership, PredictSpring customers can benefit from the deployment of key Salesforce features including, customer data insights, order management, cart synchronization, product information management and more. AI-Based Voice Assistant Natural Language Based Voice Assistant for Modern POS Retail in the digital era is a story of constantly rising customer expectations. These days, customers demand seamless omnichannel experiences, so they can shop whenever and wherever they want. They expect personalized in-person shopping experiences, instant gratification, and fast, reliable delivery options. The only way to continue to meet these expectations at scale without breaking the bank is to harness the capabilities of AI—which is where the PredictSpring Modern POS comes in. As Modern POS systems have evolved into a complete operating system for stores with functionality ranging from checkout, returns, store fulfillment, clienteling,

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August 8, 2024in Salesforce Commerce Cloud
AI Infrastructure Flaws
08Aug

AI Infrastructure Flaws

Wiz Researchers Warn of Security Flaws in AI Infrastructure Providers AI infrastructure providers like Hugging Face and Replicate are vulnerable to emerging attacks and need to strengthen their defenses to protect sensitive user data, according to Wiz researchers. AI Infrastructure Flaws come from security being an afterthought. During Black Hat USA 2024 on Wednesday, Wiz security experts Hillai Ben-Sasson and Sagi Tzadik presented findings from a year-long study on the security of three major AI infrastructure providers: Hugging Face, Replicate, and SAP AI Core. Their research aimed to assess the security of these platforms and the risks associated with storing valuable data on them, given the increasing targeting of AI platforms by cybercriminals and nation-state actors. Hugging Face, a machine learning platform that allows users to create models and store datasets, was recently targeted in an attack. In June, the platform detected suspicious activity on its Spaces platform, prompting a key and token reset. The researchers demonstrated how they compromised these platforms by uploading malicious models and using container escape techniques to break out of their assigned environments, moving laterally across the service. In an April blog post, Wiz detailed how they compromised Hugging Face, gaining cross-tenant access to other customers’ data and training models. Similar vulnerabilities were later identified in Replicate and SAP AI Core, and these attack techniques were showcased during Wednesday’s session. Prior to Black Hat, Ben-Sasson, Tzadik, and Ami Luttwak, Wiz’s CTO and co-founder, discussed their research. They revealed that in all three cases, they successfully breached Hugging Face, Replicate, and SAP AI Core, accessing millions of confidential AI artifacts, including models, datasets, and proprietary code—intellectual property worth millions of dollars. Luttwak highlighted that many AI service providers rely on containers as barriers between different customers, but warned that these containers can often be bypassed due to misconfigurations. “Containerization is not a secure enough barrier for tenant isolation,” Luttwak stated. After discovering these vulnerabilities, the researchers responsibly disclosed the issues to each service provider. Ben-Sasson praised Hugging Face, Replicate, and SAP for their collaborative and professional responses, and Wiz worked closely with their security teams to resolve the problems. Despite these fixes, Wiz researchers recommended that organizations update their threat models to account for potential data compromises. They also urged AI service providers to enhance their isolation and sandboxing standards to prevent lateral movement by attackers within their platforms. The Risks of Rapid AI Adoption The session also addressed the broader challenges associated with the rapid adoption of AI. The researchers emphasized that security is often an afterthought in the rush to implement AI technologies. “AI security is also infrastructure security,” Luttwak explained, noting that the novelty and complexity of AI often leave security teams ill-prepared to manage the associated risks. Many organizations testing AI models are using unfamiliar tools, often open-source, without fully understanding the security implications. Luttwak warned that these tools are frequently not built with security in mind, putting companies at risk. He stressed the importance of performing thorough security validation on AI models and tools, especially given that even major AI service providers have vulnerabilities. In a related Black Hat session, Chris Wysopal, CTO and co-founder of Veracode, discussed how developers increasingly use large language models for coding but often prioritize functionality over security, leading to concerns like data poisoning and the replication of existing vulnerabilities. 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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August 8, 2024in Salesforce
Autonomous AI Service Agents
07Aug

Autonomous AI Service Agents

Salesforce Set to Launch Autonomous AI Service Agents. Considering Tectonic only first wrote about Agentic AI in late June, its like Christmas in July! Salesforce is gearing up to introduce a new generation of customer service chatbots that leverage advanced AI tools to autonomously navigate through various actions and workflows. These bots, termed “autonomous AI agents,” are currently in pilot testing and are expected to be released later this year. Autonomous AI Service Agents Named Einstein Service Agent, these autonomous AI bots aim to utilize generative AI to understand customer intent, trigger workflows, and initiate actions within a user’s Salesforce environment, according to Ryan Nichols, Service Cloud’s chief product officer. By integrating natural language processing, predictive analytics, and generative AI, Einstein Service Agents will identify scenarios and resolve customer inquiries more efficiently. Traditional bots require programming with rules-based logic to handle specific customer service tasks, such as processing returns, issuing refunds, changing passwords, and renewing subscriptions. In contrast, the new autonomous bots, enhanced by generative AI, can better comprehend customer issues (e.g., interpreting “send back” as “return”) and summarize the steps to resolve them. Einstein Service Agent will operate across platforms like WhatsApp, Apple Messages for Business, Facebook Messenger, and SMS text, and will also process text, images, video, and audio that customers provide. Despite the promise of these new bots, their effectiveness is crucial, emphasized Liz Miller, an analyst at Constellation Research. If these bots fail to perform as expected, they risk wasting even more customer time than current technologies and damaging customer relationships. Miller also noted that successful implementation of autonomous AI agents requires human oversight for instances when the bots encounter confusion or errors. Customers, whether in B2C or B2B contexts, are often frustrated with the limitations of rules-based bots and prefer direct human interaction. It is annoying enough to be on the telephone repeating “live person” over and over again. It would be trafic to have to do it online, too. “It’s essential that these bots can handle complex questions,” Miller stated. “Advancements like this are critical, as they can prevent the bot from malfunctioning when faced with unprogrammed scenarios. However, with significant technological advancements like GenAI, it’s important to remember that human language and thought processes are intricate and challenging to map.” Nichols highlighted that the forthcoming Einstein Service Agent will be simpler to set up, as it reduces the need to manually program thousands of potential customer requests into a conversational decision tree. This new technology, which can understand multiple word permutations behind a service request, could potentially lower the need for extensive developer and data scientist involvement for Salesforce users. The pricing details for the autonomous Einstein Service Agent will be announced at its release. 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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August 7, 2024in Generative AI
Salesforce Enhances Nonprofit Cloud with Generative AI
07Aug

Salesforce Enhances Nonprofit Cloud with Generative AI

Salesforce Enhances Nonprofit Cloud with Generative AI Capabilities On August 6, 2024, Salesforce Inc. announced that its Nonprofit Cloud platform is the latest in its suite to receive a boost from generative artificial intelligence (AI). This marks a significant milestone as it is the first integration of the Einstein 1 Platform within Salesforce’s Industry Cloud portfolio. The update introduces AI-powered tools designed to help nonprofits enhance operational efficiency, tailor donor engagement, and discover new funding opportunities. Notable features include AI-generated personalized gift proposals and concise summaries of program successes, grant details, donor histories, and more. This move signals Salesforce’s broader strategy to embed AI solutions across its industry-specific offerings, potentially transforming how various sectors leverage AI tools. The new features, such as AI-powered fundraising tools and program summaries, aim to help nonprofits navigate an increasingly challenging landscape by improving efficiency, personalizing donor engagement, and boosting fundraising efforts. Additionally, Salesforce launched Data Cloud for Nonprofits, a new product designed to unify and harmonize data, providing a comprehensive view of donors, volunteers, and program participants. Salesforce’s Nonprofit Cloud, introduced last year, is a specialized version of its renowned customer relationship management (CRM) platform. It offers all the essential CRM features alongside tools tailored for nonprofit organizations. These include donor management capabilities, fundraising tools, and tracking systems for program participation and outcomes. AI-Driven Outreach and Summaries The latest update integrates Salesforce’s Einstein 1 generative AI platform into Nonprofit Cloud, offering AI-powered tools to enhance operational efficiency. For instance, the new fundraising gift proposals feature uses generative AI to create personalized proposals based on an organization’s data, such as previous donor interactions and supported causes. This automation aims to reduce the time needed for nonprofits to solicit financial support. Salesforce Enhances Nonprofit Cloud with Generative AI Aligning With Four Pillars This development aligns with Salesforce’s “four-pillar” approach to enterprise AI success: By integrating the Einstein 1 Platform into Nonprofit Cloud, Salesforce is showcasing its broader AI strategy across its portfolio. Similar integrations could soon follow for other Industry Cloud offerings, potentially accelerating AI adoption in various sectors. Salesforce also introduced the Einstein Summaries feature, which is expected to add significant value by helping nonprofits better understand program success, enhance donor engagement, and simplify the grant review process through AI-generated summaries. Data Cloud for Nonprofits The new Data Cloud for Nonprofits merges structured and unstructured data from various sources into a unified model. This integration enables nonprofits to create comprehensive views of donors, volunteers, and program participants, ultimately helping them assess program performance and fundraising effectiveness. Salesforce unveiled three key innovations for Nonprofit Cloud, each addressing specific challenges in the nonprofit sector: Data Cloud for Nonprofits is available immediately, while the AI-powered fundraising gift proposals and summaries will be generally available this fall. Salesforce also introduced Nonprofit Cloud Einstein 1 Edition, which bundles Nonprofit Cloud, Data Cloud, Einstein, Experience Cloud, and Slack. Nonprofits Embracing AI According to Salesforce, nonprofits are eager for these AI capabilities. The sixth edition of its annual Nonprofit Trends Report highlights the growing need for diversified fundraising strategies and cost reduction. Lori Freeman, Global GM for Salesforce for Nonprofits, emphasized the transformative potential of these innovations: “We’re at a watershed moment for nonprofits. AI is not just another tech trend; it’s a game-changer that could help organizations overcome critical challenges like increased demand for services, rising costs, and donor attrition. By embedding AI directly into Nonprofit Cloud, we’re enabling organizations to streamline their workflows, gain deeper insights, and ultimately increase their impact – all while maintaining the highest standards of data security and trust.” Salesforce’s new Data Cloud for Nonprofits is available now, with AI-powered fundraising gift proposals and summaries features rolling out this fall. Early adopters have already reported positive experiences with the new capabilities. Julie Fleshman, CEO of the Pancreatic Cancer Action Network, praised Nonprofit Cloud for streamlining clinical trial finder and physician database initiatives, stating that Salesforce is helping advance their mission by connecting patients with specialized healthcare providers and relevant clinical trials. 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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August 7, 2024in Einstein 1 Platform, Generative AI, Salesforce for Nonprofits
SearchGPT and Knowledge Cutoff
07Aug

SearchGPT and Knowledge Cutoff

Tackling the Knowledge Cutoff Challenge in Generative AI In the realm of generative AI, a significant hurdle has been the issue of knowledge cutoff—where a large language model (LLM) only has information up until a specific date. This was an early concern with OpenAI’s ChatGPT. For example, the GPT-4o model that currently powers ChatGPT has a knowledge cutoff in October 2023. The older GPT-4 model, on the other hand, had a cutoff in September 2021. Traditional search engines like Google, however, don’t face this limitation. Google continuously crawls the internet to keep its index up to date with the latest information. To address the knowledge cutoff issue in LLMs, multiple vendors, including OpenAI, are exploring search capabilities powered by generative AI (GenAI). Introducing SearchGPT: OpenAI’s GenAI Search Engine SearchGPT is OpenAI’s GenAI search engine, first announced on July 26, 2024. It aims to combine the strengths of a traditional search engine with the capabilities of GPT LLMs, eliminating the knowledge cutoff by drawing real-time data from the web. SearchGPT is currently a prototype, available to a limited group of test users, including individuals and publishers. OpenAI has invited publishers to ensure their content is accurately represented in search results. The service is positioned as a temporary offering to test and evaluate its performance. Once this evaluation phase is complete, OpenAI plans to integrate SearchGPT’s functionality directly into the ChatGPT interface. As of August 2024, OpenAI has not announced when SearchGPT will be generally available or integrated into the main ChatGPT experience. Key Features of SearchGPT SearchGPT offers several features designed to enhance the capabilities of ChatGPT: OpenAI’s Challenge to Google Search Google has long dominated the search engine landscape, a position that OpenAI aims to challenge with SearchGPT. Answers, Not Links Traditional search engines like Google act primarily as indexes, pointing users to other sources of information rather than directly providing answers. Google has introduced AI Overviews (formerly Search Generative Experience or SGE) to offer AI-generated summaries, but it still relies heavily on linking to third-party websites. SearchGPT aims to change this by providing direct answers to user queries, summarizing the source material instead of merely pointing to it. Contextual Continuity In contrast to Google’s point-in-time search queries, where each query is independent, SearchGPT strives to maintain context across multiple queries, offering a more seamless and coherent search experience. Search Accuracy Google Search often depends on keyword matching, which can require users to sift through several pages to find relevant information. SearchGPT aims to combine real-time data with an LLM to deliver more contextually accurate and relevant information. Ad-Free Experience SearchGPT offers an ad-free interface, providing a cleaner and more user-friendly experience compared to Google, which includes ads in its search results. AI-Powered Search Engine Comparison Here’s a comparison of the AI-powered search engines available today: Search Engine Platform Integration Publisher Collaboration Ads Cost SearchGPT (OpenAI) Standalone prototype Strong emphasis Ad-free Free (prototype stage) Google SGE Built on Google’s infrastructure SEO practices, content partnerships Includes ads Free Microsoft Bing AI/Copilot Built on Microsoft’s infrastructure SEO practices, content partnerships Includes ads Free Perplexity AI Standalone Basic source attribution Ad-free Free; $20/month for premium You.com AI assistant with various modes Basic source attribution Ad-free Free; premium tiers available Brave Search Independent search index Basic source attribution Ad-free Free 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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August 7, 2024in Generative AI
Data Cloud and Genpact
07Aug

Data Cloud and Genpact

Genpact (NYSE: G), a global professional services and solutions firm delivering outcomes that shape the future, announced today its integration with Salesforce Data Cloud to offer AI-driven industry-specific cloud solutions to transform operations and drive competitive advantages for enterprises. Genpact’s integration with Data Cloud will solve issues associated with disconnected and unstructured data, including poor quality, accessibility, and scalability. By combining Genpact’s deep industry knowledge in consumer goods, life sciences, manufacturing, banking, and insurance, with Data Cloud, businesses can improve decision-making, optimize operations, and drive growth. “To navigate an increasingly complex business environment, business leaders must unlock the full potential of their data assets – but they can only do so if they have a more holistic view,” said Riju Vashisht, Chief Growth Officer, Genpact. “Our partnership with Salesforce combines our data, technology, and AI expertise and a global talent pool with the Salesforce Data Cloud, helping businesses break down data silos, gain real-time insights, and deliver personalized experiences at scale.” Data Cloud offers a 360-degree view of the customer every team can act on by seamlessly connecting, unifying, and activating data that lives in silos across an organization. This allows Genpact to better enable automation, analytics, and personalized engagement. Genpact has also launched a comprehensive training program for its employees on Salesforce’s Einstein AI and Data Cloud platforms to enhance skills and boost innovation to stay ahead in the AI landscape.  “Data Cloud is the platform powering organizations’ data and AI driven engagement. Data Cloud seamlessly harmonizes and unifies structured and unstructured data to deliver integrated experiences,” said Rahul Auradkar, EVP and GM, Unified Data Services and Einstein, Salesforce. “The AI revolution is about data, Data Cloud in concert with Salesforce Einstein 1 platform drives predictive and generative AI, automation, and analytics for customer engagement.” Genpact’s collaboration with Salesforce underscores the company’s commitment to delivering high-quality solutions and achieving client satisfaction within the Salesforce ecosystem. Visit here for more information about Genpact and Salesforce. About Genpact Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose – the relentless pursuit of a world that works better for people – we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and 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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August 7, 2024in Einstein 1 Platform, Generative AI, Salesforce Data Cloud, Salesforce Einstein
Impact of EHR Adoption
07Aug

Connected Care Technology

How Connected Care Technology Can Transform the Provider Experience Northwell Health is leveraging advanced connected care technologies, including AI, to alleviate administrative burdens and foster meaningful interactions between providers and patients. While healthcare technology has revolutionized traditional care delivery models, it has also inadvertently created barriers, increasing the administrative workload and distancing providers from their patients. Dr. Michael Oppenheim, Senior Vice President of Clinical Digital Solutions at Northwell Health, highlighted this challenge during the Connected Health 2024 virtual summit, using a poignant illustration published a decade ago in the Journal of the American Medical Association. The image portrays a physician focused on a computer with their back to a patient and family, emphasizing how technology can inadvertently shift attention away from patient care. Reimagining Technology to Enhance Provider-Patient Connections To prevent technology from undermining the patient-provider relationship, healthcare organizations must reduce the administrative burden and enhance connectivity between patients and care teams. Northwell Health exemplifies this approach by implementing innovative solutions aimed at improving access, efficiency, and communication. 1. Expanding Access Without Overloading Providers Connected healthcare technologies can dramatically improve patient access but may strain clinicians managing large patient panels. Dr. Oppenheim illustrated how physicians often need to review extensive patient histories for every interaction, consuming valuable time. Northwell Health addresses this challenge by employing mapping tools, propensity analyses, and matching algorithms to align patients with the most appropriate providers. By connecting patients to specialists who best meet their needs, providers can maximize their time and expertise while ensuring better patient outcomes. 2. Leveraging Generative AI for Chart Summarization Generative AI is proving transformative in managing the immense data volumes clinicians face. AI-driven tools help summarize patient records, extracting clinically relevant details tailored to the provider’s specialty. For instance, in a pilot at Northwell Health, AI successfully summarized complex hospitalizations, capturing the critical elements of care transitions. This “just right” approach ensures providers receive actionable insights without unnecessary data overload. Additionally, ambient listening tools are being used to document clinical consultations seamlessly. By automatically summarizing interactions into structured notes, physicians can focus entirely on their patients during visits, improving care quality while reducing after-hours charting. 3. Streamlining Team-Based Care Effective care delivery often involves a multidisciplinary team, including primary physicians, specialists, nurses, and social workers. Coordinating communication across these groups has historically been challenging. Northwell Health is addressing this issue by adopting EMR systems with integrated team chat functionalities, enabling real-time collaboration among care teams. These tools facilitate better care planning and communication, ensuring patients receive coordinated and consistent treatment. Dr. Oppenheim emphasized the importance of not only uniting clinicians in decision-making but also involving patients in discussions. By presenting clear, viable options, providers can enhance patient engagement and shared decision-making. The Path Forward: Balancing Technology with Provider Needs As healthcare continues its digital transformation, connected care technologies must prioritize clinician satisfaction alongside patient outcomes. Tools that simplify workflows, enhance communication, and reduce administrative burdens are crucial for fostering provider buy-in and ensuring the success of health IT initiatives. Northwell Health’s efforts demonstrate how thoughtfully implemented technologies can empower clinicians, strengthen patient relationships, and create a truly connected healthcare experience. Tectonic is here to help your facility plan. Content updated November 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more 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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August 7, 2024in Data, Generative AI, Life Sciences Cloud, Salesforce Health and Life Sciences Solutions, Technology
Box Acquires Alphamoon
07Aug

Box Acquires Alphamoon

Box Inc. has acquired Alphamoon to enhance its intelligent document processing (IDP) capabilities and its enterprise knowledge management AI platform. Now that Box acquires Alphamoon, it will imr improves IDP. Box Acquires Alphamoon IDP goes beyond traditional optical character recognition (OCR) by applying AI to scanned paper documents and unstructured PDFs. While AI technologies like natural language processing (NLP), workflow automation, and document structure recognition have been around for some time, Alphamoon introduces generative AI (GenAI) into the mix, providing advanced capabilities. According to Rand Wacker, Vice President of AI Product Strategy at Box, the integration of GenAI helps not only with summarizing and extracting content from documents but also with recognizing document structures and categorizing them. GenAI works alongside existing OCR and NLP tools, making the digital conversion of paper documents more accurate. Box Acquires Alphamoon – Not LLM Although Box hasn’t acquired a large language model (LLM) outright, it has gained a toolkit that will enhance its Box AI platform. Box AI already uses retrieval-augmented generation to combine a user’s content with external LLMs, ensuring data security while training Box AI to better recognize and categorize documents. Alphamoon’s technology will further refine this process, enabling administrators to create tools more efficiently within the Box ecosystem. “For example, if Alphamoon’s OCR misreads or misextracts something, the system can adjust that specific part and feed it back into the LLM,” Wacker explained. “This approach is powered by an LLM, but it’s specifically trained to understand the documents it encounters, rather than relying on generic content from the internet.” Previewing an upcoming report from Deep Analysis, founder Alan Pelz-Sharpe shared that a survey of 500 enterprises across various industries, including financial services, manufacturing, healthcare, and government, revealed that 53% of enterprise documents still exist on paper. This highlights the need for Box users to have more precise tools to digitize contracts, letters, invoices, faxes, and other paper-based documents. Alphamoon’s generative AI-driven IDP solution allows for human oversight to ensure that attributes are correctly imported from the original documents. Pelz-Sharpe noted that IDP is challenging, but AI has made significant advancements, especially in handling imperfections like crumpled paper, coffee stains, and handwriting. He added that this acquisition addresses a critical gap for Box, which previously relied on partners for these capabilities. Box Buys Alphamoon – Integration Box plans to integrate Alphamoon’s tools into its platform later this year, with deeper integrations expected next year. These will include no-code app-building capabilities related to another acquisition, Crooze, as well as Box Relay’s forms and document generation tools. 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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August 7, 2024in Generative AI
Salesforce Query Builder
07Aug

Salesforce Query Builder

Salesforce Query Builder Effortlessly Build SOQL Queries for Salesforce Objects with Salesforce Query Builder. The Salesforce Query Builder is a powerful Chrome extension that simplifies the creation of SOQL (Salesforce Object Query Language) queries for administrators, developers, and power users. This tool addresses the common challenge of building complex queries directly within your Salesforce environment, eliminating the need for external tools. Key Features and Benefits Seamless Integration: The Query Builder works directly within your Salesforce tabs, streamlining your workflow by removing the need to switch between apps or browser windows. This integration ensures better productivity without disruption. User-Friendly Interface: Its intuitive design makes query building easy for users at any skill level. A step-by-step process walks you through selecting objects, fields, and applying filters, reducing the complexities of SOQL syntax. Dynamic Object and Field Selection: The extension automatically fetches and displays available Salesforce objects and fields, saving time and minimizing errors by using up-to-date schema information. Real-Time Query Generation: As you choose objects, fields, and filters, the extension generates the SOQL query in real-time. This live feedback helps you understand the structure of the query, allowing for quick adjustments. Secure Authentication: Using your existing Salesforce session, the Query Builder ensures your credentials remain secure. It doesn’t store or transmit sensitive information, maintaining the integrity of your data. Flexible Filtering: Easily add WHERE clauses to filter data based on specific criteria, making it simple to focus on the data subsets you need. Copy to Clipboard: With one click, copy the generated SOQL query to your clipboard for easy use in other tools, development environments, or for sharing with teammates. Field Search: For objects with many fields, the search function helps you quickly locate the fields you need, reducing time spent scrolling. Lightweight and Fast: As a browser extension, the Query Builder is lightweight, requiring no installation on your Salesforce instance, ensuring fast performance without impacting your org. Cross-Domain Support: The tool supports multiple Salesforce domains (salesforce.com, force.com, cloudforce.com), providing a consistent experience across different environments. Why You Should Install It Time-Saving: The Query Builder dramatically reduces the time spent constructing SOQL queries, especially for complex objects or unfamiliar schemas. Error Reduction: By providing a visual interface, the tool minimizes syntax errors that can occur when manually writing SOQL queries. Learning Tool: Ideal for those new to SOQL, the Query Builder helps users understand query structure and best practices through its interactive design. Increased Productivity: With seamless Salesforce integration, you can generate queries quickly without disrupting your workflow. Accessibility: The tool empowers users who may not be comfortable writing SOQL manually, making advanced querying capabilities accessible to a wider range of Salesforce users. Consistency: It encourages consistent query-building practices across teams, making collaboration and sharing of queries easier. No Setup Required: As a browser extension, it requires no changes to your Salesforce org, making it perfect for admins or developers working across multiple orgs or with limited customization permissions. By installing the Salesforce Query Builder, you gain a valuable tool for your daily Salesforce tasks. Whether you’re a developer needing to prototype queries, an admin exploring data relationships, or a business analyst needing custom views, this tool simplifies interacting with your Salesforce data. With its combination of ease of use, security, and powerful features, it’s an essential addition to any Salesforce professional’s toolkit. 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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August 7, 2024in Data, Salesforce

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