Design Archives - gettectonic.com
Python-Based Reasoning
17Jan

Python-Based Reasoning

Introducing a Python-Based Reasoning Engine for Deterministic AI As the demand for deterministic systems grows reviving foundational ideas for the age of large language models (LLMs) is here. The Challenge One of the critical issues with modern AI systems is establishing constraints around how they validate and reason about incoming data. As we increasingly rely on stochastic LLMs to process unstructured data, enforcing rules and guardrails becomes vital for ensuring reliability and consistency. The Solution Thus a company has developed a Python-based reasoning and validation framework inspired by Pydantic, designed to empower developers and non-technical domain experts to create sophisticated rule engines. The system is: By transforming Standard Operating Procedures (SOPs) and business guardrails into enforceable code, this symbolic reasoning framework addresses the need for structured, interpretable, and reliable AI systems. Key Features System Architecture The framework includes five core components: Types of Engines Case Studies 1. Validation Engine: Mining Company Compliance A mining company needed to validate employee qualifications against region-specific requirements. The system was configured to check rules such as minimum age and required certifications for specific roles. Input Example:Employee data and validation rules were modeled as JSON: jsonCopy code{ “employees”: [ { “name”: “Sarah”, “age”: 25, “documents”: [{ “type”: “safe_handling_at_work” }] }, { “name”: “John”, “age”: 17, “documents”: [{ “type”: “heavy_lifting” }] } ], “rules”: [ { “type”: “min_age”, “parameters”: { “min_age”: 18 } } ] } Output:Violations, such as “Minimum age must be 18,” were flagged immediately, enabling quick remediation. 2. Reasoning Engine: Solving the River Crossing Puzzle To showcase its capabilities, we modeled the classic river crossing puzzle, where a farmer must transport a wolf, a goat, and a cabbage across a river without leaving incompatible items together. Steps Taken: Enhanced Scenario:Adding a new rule—“Wolf cannot be left with a chicken”—created an unsolvable scenario. By introducing a compensatory rule, “Farmer can carry two items at once,” the system adapted and solved the puzzle with fewer moves. Developer Insights The system supports rapid iteration and debugging. For example, adding rules is as simple as defining Python classes: pythonCopy codeclass GoatCabbageRule(Rule): def evaluate(self, state): return not (state.goat == state.cabbage and state.farmer != state.goat) def get_description(self): return “Goat cannot be left alone with cabbage” Real-World Impact This framework accelerates development by enabling non-technical stakeholders to contribute to rule creation through natural language, with developers approving and implementing these rules. This process reduces development time by up to 5x and adapts seamlessly to varied use cases, from logistics to compliance. 🔔🔔 Follow us on LinkedIn 🔔🔔 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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January 17, 2025in Salesforce0 Comments
Agentforce for Retail
17Jan

Agentforce for Retail

Salesforce Introduces Agentforce for Retail and Retail Cloud with Modern POS Just ahead of the National Retail Federation (NRF) conference in New York, Salesforce has announced Agentforce for Retail and Retail Cloud with Modern POS, further expanding its AI-driven capabilities into the retail sector. This launch underscores Salesforce’s commitment to leveraging agentic AI to enhance productivity and streamline retail operations. Saks Fifth Avenue and SharkNinja: Early Adopters Retail giants like Saks Fifth Avenue and SharkNinja are among the first to test Agentforce for Retail, showcasing its potential to redefine customer engagement and operational efficiency in the industry. Agentforce for Retail Agentforce for Retail equips businesses with a library of pre-built AI agent skills tailored specifically for retail use cases, delivering what Salesforce calls “digital labor.” These skills are designed to simplify routine tasks, freeing up human employees to focus on higher-value activities. New Pre-Built Skills These tools aim to help retailers deploy AI agents efficiently, improving customer satisfaction and operational scalability. Retail Cloud with Modern POS Retail Cloud with Modern POS consolidates online and offline inventory data into a single, unified platform, empowering retailers with modern tools for seamless customer experiences. Key Features Retail Cloud integrates seamlessly with Commerce Cloud, Service Cloud, and Order Management, ensuring a cohesive ecosystem for retailers. Why This Matters This dual announcement highlights Salesforce’s strategy to embed Agentforce as a foundational capability across its multi-cloud architecture, while also tailoring solutions for specific industries like retail. “Together, AI-fueled digital labor and a modern POS can unlock a new scale of operational capacity for retailers,” said Nitin Mangtani, Salesforce SVP and GM of Retail, in a press release. With Agentforce for Retail, Salesforce empowers brands to embrace AI-driven automation while modernizing their point-of-sale systems, enabling a seamless blend of personalized customer engagement and operational excellence. 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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January 17, 2025in Agentforce Platform, Agentic AI, Data, Salesforce0 Comments
salesforce agentforce rapid deployment
14Jan

Agentforce: Your Partner in Seamless Customer Experiences

Building Deeper Customer Relationships with Agentforce In today’s competitive landscape, building meaningful relationships with customers is no longer optional—it’s essential. Customers expect brands to know them, anticipate their needs, and deliver seamless, personalized experiences across every interaction. While data and AI have the potential to help marketers achieve these goals, many organizations struggle to realize their full potential. In fact, only 32% of marketers report being completely satisfied with how they use customer data to create relevant experiences, according to our State of Marketing report. So, how can marketers close this gap? Meet Agentforce—a proactive, autonomous application designed to provide specialized, always-on support for employees and customers alike. With Agentforce, marketers can strengthen relationships through personalized conversations, proactive engagement, and seamless customer experiences. 1. Automate Personalized, Two-Way Conversations on WhatsApp Interacting one-on-one with every customer responding to a promotional campaign on WhatsApp has historically been a challenge. Limited chatbot capabilities or a complete lack of response options often resulted in missed opportunities. Agentforce changes the game by introducing a customer-facing AI agent that acts as a personal concierge directly within WhatsApp. Imagine a customer receiving an exclusive offer for a product they’ve shown interest in. They reply with a question, and the agent instantly provides tailored product recommendations, current promotions, or details about complementary products. If the customer decides to make a purchase, the agent guides them through the entire checkout process—from completing the transaction to sending real-time order updates. For more complex needs, the agent seamlessly transfers the conversation to a human service representative, ensuring continuity. Why it matters: This approach not only increases conversions but also builds customer satisfaction and loyalty through timely, relevant responses. By reducing the workload on support teams, Agentforce delivers a consistent brand experience that feels personal and effortless. 2. Create Personalized Agendas for Event Attendees Events are powerful tools for fostering customer connections and delivering value. However, ensuring attendees find the most relevant sessions and resources can be daunting. Self-guided experiences often result in missed opportunities or abandoned registrations. Agentforce for Marketing solves this by providing personalized, 1:1 assistance to every visitor on your event website. The agent recommends sessions based on visitor interests and helps attendees create personalized agendas. Leveraging past attendance and engagement data, Agentforce curates agendas tailored to each attendee’s priorities, from keynote presentations to breakout sessions. For repeat attendees, it suggests new content based on their history, completing the registration process with their customized agenda. Why it matters: Personalized agendas enhance the event experience, leading to higher satisfaction and loyalty. By making the registration journey seamless, Agentforce reduces bounce rates and builds long-term engagement with your events. 3. Capture and Qualify Leads Effortlessly on Your Website Visitors often abandon self-guided website experiences before converting into leads. With Agentforce, you can proactively engage them by providing tailored product recommendations, exclusive content offers, and opportunities to share contact information. Depending on visitor behavior, the agent might suggest gated assets like case studies or demo videos—or even register them for an event or webinar. For highly engaged prospects, the agent can schedule follow-up meetings with sales reps, ensuring visitors receive immediate value without friction. Why it matters: Automated lead capture accelerates qualification and increases conversions. By guiding visitors to the right solutions and reducing friction, Agentforce nurtures leads naturally, creating higher-quality opportunities and loyal customers. 4. Improve Customer Journeys with Intelligent Reprioritization Balancing customer engagement with respect for their communication preferences is critical. Before customers hit their communication limit, Agentforce can dynamically reprioritize their journey based on both their interests and your business goals. For example, if a customer is close to their communication cap, the agent can prioritize sending a VIP event invitation or product announcement over less relevant messages. This ensures high-value content is delivered at the right time, without overwhelming the customer. Why it matters: Intelligent reprioritization improves conversion rates, reduces unsubscribe rates, and strengthens customer relationships. By ensuring every interaction is timely and relevant, Agentforce helps keep customers engaged without feeling inundated. 5. Reduce Churn with Proactive, Personalized Promotions Retaining customers is just as important as acquiring new ones. Agentforce can identify at-risk customers using churn indicators—such as low engagement or declining purchase frequency—and automatically send tailored promotions. For instance, if a customer’s churn score nears a threshold, the agent can proactively offer a loyalty discount or renewal incentive. It can guide the customer through the redemption process, rekindling their interest before they decide to leave. Why it matters: Proactive retention strategies powered by AI increase customer lifetime value, reduce churn, and foster loyalty. With minimal effort, Agentforce ensures that marketers stay connected to customers who might otherwise disengage. Agentforce: Your Partner in Seamless Customer Experiences More than just an automation tool, Agentforce is an essential partner for delivering the personalized experiences your customers expect. By implementing these use cases, marketers can: Ready to take your marketing strategy to the next level? With Agentforce, meaningful customer relationships are within reach. 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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January 14, 2025in Agentforce Platform, Agentic AI, Data0 Comments
Marketing Cloud Admins
14Jan

Salesforce Marketing Cloud (SFMC) Connector

The Salesforce Marketing Cloud (SFMC) is a robust digital marketing platform designed to empower marketers with tools for automating campaigns across multiple channels. By integrating assets with SFMC, organizations can streamline workflows, accelerate campaign launches, and ensure consistent brand messaging. This integration eliminates process inefficiencies, enabling marketers to deliver personalized, engaging content quickly across diverse channels—keeping pace with the increasing demand for dynamic marketing strategies. Preparation Before Integration To ensure a smooth setup, verify the following: Installing and Setting Up the SFMC Connector Once installed, this connector allows seamless access to assets directly within SFMC, helping marketers drive efficiency and deliver impactful campaigns. 🔔🔔 Follow us on LinkedIn 🔔🔔 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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January 14, 2025in Salesforce Marketing Cloud0 Comments
Payload and REDA One Launch REDA Pay Embedded Payment Solution Payload has unveiled REDA Pay, an embedded payment solution tailored for Salesforce users. This new offering stems from a strategic partnership between Payload and REDA One, aiming to streamline and enhance payment processes for businesses. “REDA One needed a payment solution that could be deployed quickly, efficiently, and effectively to expand their platform’s capabilities,” said Zach Jacob, Vice President of Partnerships at Payload. “Payload’s robust APIs proved to be the perfect match, seamlessly integrating with REDA One’s existing infrastructure." Jacob emphasized the ease and speed of implementation, noting, “In no time, REDA One was able to activate REDA Pay, demonstrating the simplicity and adaptability of our payment tools. This collaboration underscores Payload’s commitment to delivering powerful, straightforward solutions that enable SaaS platforms like REDA One to provide cutting-edge payment experiences without unnecessary complexity.” The Growing Role of Embedded Payments Highlighting the importance of embedded payments, Jacob stated, “In today’s digital era, embedded payments are not just a feature—they are an essential element of an exceptional user experience.” With REDA Pay, Salesforce users can now process payments seamlessly within their workflows, reducing friction and enhancing efficiency. Jacob outlined three core advantages of REDA Pay: Intuitive Experience: “Users can send and receive payments directly within the platform, boosting productivity and convenience.” Security: “Built to the highest industry standards, our solutions protect every transaction with advanced security measures.” Scalability and Flexibility: “As REDA One’s customers grow, REDA Pay will evolve to meet their changing requirements.” Elevating SaaS Platforms Jacob also highlighted the broader impact of this launch for SaaS providers: “REDA Pay exemplifies how effortlessly SaaS platforms can elevate their offerings by integrating embedded payment solutions. Payload’s APIs are designed for seamless integration, enabling platforms to quickly add enhanced payment capabilities for their users. This not only improves the user experience but also unlocks new opportunities for growth and revenue.” With REDA Pay, Payload and REDA One have set a new standard for embedded payment solutions in Salesforce, driving innovation and efficiency for businesses in the digital age.
13Jan

Payload and REDA

Payload and REDA One Launch REDA Pay Embedded Payment Solution Payload has unveiled REDA Pay, an embedded payment solution tailored for Salesforce users. This new offering stems from a strategic partnership between Payload and REDA One, aiming to streamline and enhance payment processes for businesses. “REDA One needed a payment solution that could be deployed quickly, efficiently, and effectively to expand their platform’s capabilities,” said Zach Jacob, Vice President of Partnerships at Payload. “Payload’s robust APIs proved to be the perfect match, seamlessly integrating with REDA One’s existing infrastructure.” Jacob emphasized the ease and speed of implementation, noting, “In no time, REDA One was able to activate REDA Pay, demonstrating the simplicity and adaptability of our payment tools. This collaboration underscores Payload’s commitment to delivering powerful, straightforward solutions that enable SaaS platforms like REDA One to provide cutting-edge payment experiences without unnecessary complexity.” The Growing Role of Embedded Payments Highlighting the importance of embedded payments, Jacob stated, “In today’s digital era, embedded payments are not just a feature—they are an essential element of an exceptional user experience.” With REDA Pay, Salesforce users can now process payments seamlessly within their workflows, reducing friction and enhancing efficiency. Jacob outlined three core advantages of REDA Pay: Elevating SaaS Platforms Jacob also highlighted the broader impact of this launch for SaaS providers:“REDA Pay exemplifies how effortlessly SaaS platforms can elevate their offerings by integrating embedded payment solutions. Payload’s APIs are designed for seamless integration, enabling platforms to quickly add enhanced payment capabilities for their users. This not only improves the user experience but also unlocks new opportunities for growth and revenue.” With REDA Pay, Payload and REDA One have set a new standard for embedded payment solutions in Salesforce, driving innovation and efficiency for businesses in the digital age. 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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January 13, 2025in Salesforce0 Comments
Amazon Q Business
12Jan

Amazon Q Business

Amazon Q Business: Revolutionizing Enterprise Productivity with Generative AI and Plugins Amazon Q Business is a generative AI-powered assistant that empowers employees by solving problems, generating content, and offering actionable insights from across enterprise data sources. In addition to its robust search capabilities across indexed third-party services, Amazon Q Business enables real-time access to dynamic data like stock prices, vacation balances, and location tracking through its plugins. These plugins also allow employees to perform direct actions—such as prioritizing service tickets—within enterprise applications, all through a single interface. This eliminates the need to toggle between systems, saving valuable time and increasing productivity. This insight delves into how Amazon Q Business plugins seamlessly integrate with enterprise applications through built-in and custom configurations. We’ll explore: Simplifying Enterprise Tasks with Plugins Amazon Q Business enables users to access non-indexed data—such as calendar availability, stock prices, or PTO balances—and execute actions like booking a meeting or submitting PTO using services like Jira, ServiceNow, Salesforce, Fidelity, Vanguard, ADP, Workday, and Google Calendar. This unified approach streamlines workflows and minimizes reliance on multiple apps for task completion. Solution Overview Amazon Q Business connects to over 50 enterprise applications using connectors and plugins: Plugins are categorized into two types: Built-in Plugins Amazon Q Business supports more than 50 actions across applications: Category Application Sample Actions Ticketing ServiceNow Create, update, delete tickets Zendesk Suite Search, create, update tickets Project Management Jira Cloud Read, create, update, delete issues Smartsheet Search and manage sheets and reports CRM Salesforce Manage accounts, opportunities, and cases Communication Microsoft Teams Send private or channel messages Productivity Google Calendar Find events, list calendars Salesforce Plugin Example The Salesforce plugin allows users to: Configuration Steps: Custom Plugins For scenarios not covered by built-in plugins, custom plugins enable seamless integration with proprietary systems. For example: HR Time Off Plugin Example This plugin allows employees to: Setup Steps: End-to-End Use Cases 1. Salesforce Integration Sam, a Customer Success Manager, retrieves high-value opportunities using the Salesforce plugin. She creates a new case directly from the Amazon Q interface, enhancing efficiency by reducing application switching. 2. ServiceNow Ticket Management Sam uses Amazon Q Business to resolve a laptop email sync issue. After referencing indexed IT documentation, she creates a ServiceNow ticket and escalates it directly through the plugin interface. 3. HR System Integration Sam checks her PTO balance and submits a vacation request using the HR Time Off custom plugin, ensuring seamless task completion without switching to another app. Impact on Workflow Efficiency Amazon Q Business plugins simplify workflows by: Conclusion Amazon Q Business plugins represent a transformative step in automating enterprise workflows and enhancing employee productivity. From preconfigured integrations to custom-built solutions, these plugins provide unparalleled flexibility to adapt to diverse business needs. How can Amazon Q Business transform workflows in your organization? Whether through built-in integrations or custom solutions, explore the power of Amazon Q Business plugins to unlock new levels of efficiency. Share your feedback and use cases to inspire innovation across enterprises! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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January 12, 2025in Data, Enterprise, Generative AI, Google, Salesforce0 Comments

Salesforce and AWS-Agentic Enterprise

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

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January 11, 2025in Artificial Intelligence, Data, Enterprise, Salesforce, Salesforce Data Cloud, Technology0 Comments

Autonomy, Architecture, and Action

Redefining AI Agents: Autonomy, Architecture, and Action AI agents are reshaping how technology interacts with us and executes tasks. Their mission? To reason, plan, and act independently—following instructions, making autonomous decisions, and completing actions, often without user involvement. These agents adapt to new information, adjust in real time, and pursue their objectives autonomously. This evolution in agentic AI is revolutionizing how goals are accomplished, ushering in a future of semi-autonomous technology. At their foundation, AI agents rely on one or more large language models (LLMs). However, designing agents is far more intricate than building chatbots or generative assistants. While traditional AI applications often depend on user-driven inputs—such as prompt engineering or active supervision—agents operate autonomously. Core Principles of Agentic AI Architectures To enable autonomous functionality, agentic AI systems must incorporate: Essential Infrastructure for AI Agents Building and deploying agentic AI systems requires robust software infrastructure that supports: Agent Development Made Easier with Langflow and Astra DB Langflow simplifies the development of agentic applications with its visual IDE. It integrates with Astra DB, which combines vector and graph capabilities for ultra-low latency data access. This synergy accelerates development by enabling: Transforming Autonomy into Action Agentic AI is fundamentally changing how tasks are executed by empowering systems to act autonomously. By leveraging platforms like Astra DB and Langflow, organizations can simplify agent design and deploy scalable, effective AI applications. Start building the next generation of AI-powered autonomy 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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January 11, 2025in Agentic AI, Data, Enterprise, Technology0 Comments
Salesforce Spring ’25 Release
09Jan

Salesforce Spring ’25 Release

Salesforce Spring ’25 Release: Key Features and Enhancements Salesforce delivers triannual updates—Spring, Summer, and Winter—to introduce new features, enhancements, and fixes to the platform. These updates are applied automatically to Salesforce environments, ensuring all users benefit from the latest innovations without needing manual upgrades. The Spring ’25 functionality is now available in Preview Developer Orgs, allowing users to explore and test upcoming features before the general release. Preview Developer Orgs: Exploring the Future Preview Developer Orgs provide sandbox environments or developer editions equipped with new release functionality during the preview window. These allow admins and developers to: With access to a Preview Org, you can explore the following cutting-edge features: 1. Reactive Screen Actions Enhanced Screen Flow Reactivity: This feature enables screen flow components to update dynamically in real-time based on changes in other components. Users no longer need to navigate away or manually refresh to see updates, ensuring smoother, more interactive experiences. New in Spring ’25:You can now create an autolaunched flow to fetch data reactively from the database and display it immediately on the screen, eliminating the need for an action button. Use Case:When creating an Opportunity, the ZIP code of the associated Account determines the follow-up owner based on a reference table stored in a custom object. With reactive screen actions, selecting an Opportunity row dynamically displays the Account, Owner, and Assigned Person without additional clicks. 2. Progress Indicator for Flow Stages Salesforce introduces a built-in Progress Indicator for screen flows, providing users with a visual tracker of their progress through multi-step flows. Key Features: Limitations:The progress indicator does not yet support user-driven navigation through stages. 3. Immediate Input Validation in Screen Flows Validation functionality in flows has been upgraded to support real-time error detection. What’s New: 4. Email Action Attachment Support Email Action Enhancements: Spring ’25 introduces the ability to attach files to emails directly within flows. How It Works: Note: Files do not need to be made public for attachments, as long as the flow user has access to the files. 5. Get Records with a Specified Limit The LIMIT operator, commonly used in SOQL, is now available in flows. Benefits: 6. New Flow Modal Enhancements Salesforce has redesigned the Flow Type Picker modal, making it easier for users to select the right automation type. What’s New: 7. UI and Accessibility Improvements Conclusion The Salesforce Spring ’25 release is packed with features designed to enhance efficiency, usability, and innovation. From reactive screen flows and real-time validation to email action attachments and improved UI elements, this release sets a new standard for how users interact with the Salesforce platform. Stay ahead by leveraging Preview Developer Orgs to test these enhancements and ensure a smooth transition to the production environment. As Salesforce continues to innovate, these updates are just the beginning of a more seamless, intelligent platform experience. 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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January 9, 2025in Data, Salesforce0 Comments
Salesforce Einstein Commerce
08Jan

Salesforce Commerce Cloud Passkeys

Adding Passkeys to Salesforce Commerce Cloud Ensuring secure, convenient user access is a top priority for Salesforce-based applications. Passkeys, a passwordless authentication solution, streamline user sign-up and login processes while enhancing security. By integrating passkeys into Salesforce Commerce Cloud (SFCC), businesses can protect users from password-related threats like phishing and credential theft, leveraging the security of asymmetric encryption behind passkeys. The seamless login experience offered by passkeys boosts user engagement, reduces drop-off rates, and fosters trust, improving overall user satisfaction. Implementing passkeys not only aligns with current security standards but also prepares businesses for the future of intuitive digital interactions and enhanced privacy. DIY Implementation vs. Dedicated Salesforce Commerce Cloud Passkey Solution When deciding how to integrate passkeys into Salesforce Commerce Cloud applications, businesses must weigh the options between a DIY approach and partnering with a dedicated solution provider like OwnID. Implementing passkeys from scratch can be time-consuming and resource-intensive, requiring significant technical effort to ensure compatibility with Salesforce systems and adherence to security and user experience best practices. By choosing a provider like OwnID, companies can implement passkeys in a matter of days rather than months. OwnID offers a ready-to-use, Salesforce-compatible solution that integrates seamlessly, features cutting-edge security, and provides ongoing support. This approach lifts the burden from internal development teams, speeds up deployment, and ensures a high-quality user experience without the need to manage authentication processes or stay on top of compliance updates. For more information, check out our DIY vs. Elite Passkey Implementation Guide. How to Implement the OwnID Solution in Salesforce Commerce Cloud Integrating OwnID’s passwordless login into Salesforce Commerce Cloud (SFCC) is a straightforward process that enhances both security and the user experience. Here’s an overview of the key steps involved: 1. Set Up an API Client in SFCC Begin by creating a new API Client in your SFCC environment. This client is essential for secure communication between SFCC and OwnID. Log into the Salesforce Commerce Cloud Account Manager, add a new API Client, and configure the appropriate roles and authentication methods (e.g., private_key_jwt). This step ensures secure integration between SFCC and OwnID. 2. Create and Configure an OwnID Application In the OwnID Console, set up an application dedicated to your SFCC integration. This application serves as the bridge between OwnID’s passkey system and your Salesforce Commerce Cloud app. Configure settings like API credentials, site URL, and other parameters specific to OwnID. This step connects OwnID’s authentication service to your Salesforce site seamlessly. 3. Install the OwnID Cartridge in SFCC OwnID provides a cartridge designed for SFCC integration. Installing this cartridge adds all necessary components to your SFCC instance, enabling easy interaction between OwnID and Salesforce. After installation, go to Merchant Tools → Site Preferences in SFCC to customize OwnID settings for your environment. This enables you to display the OwnID widget on login and registration pages, creating a smooth, passwordless experience. 4. Embed the OwnID SDK in Your Templates The final step is to embed the OwnID SDK script in your site’s templates (e.g., htmlHead.isml or a global template file). This SDK enables passkey-based login across all relevant pages. By embedding the script, you ensure users have access to passwordless login, enhancing security and user convenience. With these steps, OwnID will be fully integrated into your Salesforce Commerce Cloud application, offering users secure, password-free access. For more detailed instructions and configuration options, visit the OwnID Salesforce Commerce Cloud Documentation. Get Expert Help with Your Salesforce Commerce Cloud Passkey Integration Ready to implement passwordless authentication in your Salesforce Commerce Cloud application? The Tectonic team is here to guide you through every step of the integration process. From initial setup to ongoing optimization, we ensure a smooth and seamless experience for your users. For personalized support and to learn how OwnID’s passkey solution can elevate your SFCC environment, contact our expert team 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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January 8, 2025in Salesforce Commerce Cloud0 Comments
agetnforce for nonprofits
08Jan

A Revolution in Enterprise AI

Salesforce Unveils Agentforce 2.0: A Revolution in Enterprise AI Salesforce has launched Agentforce 2.0, a cutting-edge update poised to redefine how enterprises design, deploy, and manage AI-driven solutions. With a suite of innovative features, this upgrade emphasizes seamless collaboration, enhanced integration, and unprecedented flexibility in creating AI-powered workflows. Agentforce 2.0 focuses on three core advancements: headless agents for programmatic control, deep Slack integration for streamlined teamwork, and a revamped API-driven architecture that simplifies development and deployment. Core Highlights of Agentforce 2.0 1. Enhanced Integration Architecture Agentforce 2.0 introduces a sophisticated integration framework designed to streamline workflows and accelerate development. By leveraging MuleSoft for Flow, it provides 40 pre-built connectors for seamless integration with enterprise systems. At the heart of this architecture is the API Catalog, a centralized hub for discovering, managing, and optimizing APIs within Salesforce. The Topic Center simplifies deployment by embedding Agentforce metadata into API design workflows, minimizing manual configurations and reducing time-to-market. Key features of the API Catalog include: This API-first approach empowers DevOps teams to manage and optimize AI capabilities efficiently through a single interface. 2. Upgraded Atlas Reasoning Engine The Atlas Reasoning Engine takes enterprise AI capabilities to the next level, enabling smarter and more effective AI-driven operations. Key enhancements include: Preliminary testing shows a 33% improvement in response accuracy and a doubling of relevance in complex scenarios compared to previous models. The engine uniquely combines System 1 reasoning (fast, intuitive responses) with System 2 reasoning (deep analytical processing), setting a new benchmark for enterprise AI intelligence. 3. Headless Agents for Greater Control A game-changing feature of Agentforce 2.0 is the introduction of headless agents, which operate autonomously without requiring direct user interaction. Key capabilities include: This feature enables enterprises to build robust, autonomous workflows, making Agentforce 2.0 an indispensable tool for optimizing digital operations. 4. Deep Slack Integration Agentforce 2.0 seamlessly integrates AI with Slack, Salesforce’s collaboration platform, fostering real-time, AI-enhanced teamwork. Technical advancements include: By embedding AI agents directly into Slack, teams can break down silos, enabling smoother collaboration and faster decision-making across departments. 5. Data Cloud Integration Agentforce 2.0 leverages Salesforce’s Data Cloud to enhance data accessibility and intelligence. Key features include: This integration ensures that AI agents can provide real-time, actionable insights by tapping into a comprehensive, unified data ecosystem. Final Thoughts Agentforce 2.0 represents a transformative leap in enterprise AI, combining cutting-edge technologies like headless agents, deep Slack integration, and an advanced API-driven architecture. By empowering organizations to create intelligent, autonomous workflows, Agentforce 2.0 sets a new standard for AI innovation in the enterprise sector. With its ability to streamline collaboration, optimize operations, and unlock new levels of productivity, Agentforce 2.0 positions Salesforce as a leader in the evolving AI landscape, helping businesses stay ahead in the digital age. 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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January 8, 2025in Data, Enterprise, Mulesoft, Salesforce0 Comments
Scope of Generative AI
07Jan

Exploring Generative AI

Like most employees at most companies, I wear a few different hats around Tectonic. Whether I’m building a data model, creating and scheduing an email campaign, standing up a platform generative AI is always at my fingertips. At my very core, I’m a marketer. Have been for so long I do it without eveven thinking. Or at least, everyuthing I do has a hat tip to its future marketing needs. Today I want to share some of the AI content generators I’ve been using, am looking to use, or just heard about. But before we rip into the insight, here’s a primer. Types of AI Content Generators ChatGPT, a powerful AI chatbot, drew significant attention upon its November 2022 release. While the GPT-3 language model behind it had existed for some time, ChatGPT made this technology accessible to nontechnical users, showcasing how AI can generate content. Over two years later, numerous AI content generators have emerged to cater to diverse use cases. This rapid development raises questions about the technology’s impact on work. Schools are grappling with fears of plagiarism, while others are embracing AI. Legal debates about copyright and digital media authenticity continue. President Joe Biden’s October 2023 executive order addressed AI’s risks and opportunities in areas like education, workforce, and consumer privacy, underscoring generative AI’s transformative potential. What is AI-Generated Content? AI-generated content, also known as generative AI, refers to algorithms that automatically create new content across digital media. These algorithms are trained on extensive datasets and require minimal user input to produce novel outputs. For instance, ChatGPT sets a standard for AI-generated content. Based on GPT-4o, it processes text, images, and audio, offering natural language and multimodal capabilities. Many other generative AI tools operate similarly, leveraging large language models (LLMs) and multimodal frameworks to create diverse outputs. What are the Different Types of AI-Generated Content? AI-generated content spans multiple media types: Despite their varied outputs, most generative AI systems are built on advanced LLMs like GPT-4 and Google Gemini. These multimodal models process and generate content across multiple formats, with enhanced capabilities evolving over time. How Generative AI is Used Generative AI applications span industries: These tools often combine outputs from various media for complex, multifaceted projects. AI Content Generators AI content generators exist across various media. Below are good examples organized by gen ai type: Written Content Generators Image Content Generators Music Content Generators Code Content Generators Other AI Content Generators These tools showcase how AI-powered content generation is revolutionizing industries, making content creation faster and more accessible. I do hope you will comment below on your favorites, other AI tools not showcased above, or anything else AI-related that is on your mind. Written by Tectonic’s Marketing Operations Director, Shannan Hearne. 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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January 7, 2025in AI Tools, Data, Enterprise, Generative AI, Google, Technology0 Comments
Salesforce Implementation Help
06Jan

How to Make Workloads More Manageable

How to Make Workloads More Manageable: 6 Useful Tips for Salesforce Admins Being a Salesforce Administrator is both rewarding and challenging. The role involves managing a platform that evolves continuously while addressing a business’s ever-changing needs. From resolving cases to managing system updates, user configurations, and deployments, the list of responsibilities can often feel overwhelming. Here are six actionable tips to help Salesforce Admins stay on top of their workload and avoid burnout. 1. Integrate Data Quality into Salesforce Data Projects Maintaining data quality should be a cornerstone of every Salesforce project. A clear and structured approach to data can prevent errors, improve efficiency, and reduce time spent troubleshooting. 2. Break Down Tasks Admins often face long to-do lists, sometimes with 50 or more actionable items. Breaking down the workload into manageable segments can help: Once segmented, estimate the time required for each task to better plan days, weeks, or months. This process makes it easier to identify whether the workload is manageable. 3. Prioritize Effectively Not all tasks carry equal weight. Prioritization should consider both the value of the task and the time required to complete it. While tasks that yield tangible ROI in time or cost savings are essential, smaller items that improve user experience also hold value. Avoid the trap of prioritizing tasks simply in the order they are received. Collaborating with stakeholders such as business analysts, architects, and leadership ensures each task is assessed on its individual merits. 4. Stay in Scope Scope creep is a common challenge that can quickly derail effective prioritization. Tasks outside the defined scope should not make it onto the to-do list. To scope effectively, clear and well-defined user stories are essential. Admins should ask clarifying questions until they fully understand the requirements. This proactive questioning empowers admins to maintain focus and deliver value efficiently. 5. Streamline Requests Through a Single Channel Managing requests from multiple sources—emails, Slack, meetings, or even casual conversations—can lead to chaos. Establish a single, consistent channel for submitting user stories and feature requests, such as a kanban-style tool like JIRA. Tools with integration capabilities, such as creating tickets directly from Slack, further simplify the process. Without a formal ticket in the system, requests should not be considered valid. 6. Leverage the Right Tools The right tools can make a significant difference in workload management. For example, deploying components like Flows using change sets can be time-consuming and frustrating. Tools designed to streamline deployments, reporting, or configuration management can free up valuable time for more impactful tasks. 🔔🔔  Follow us on LinkedIn  🔔🔔 Finally, Jump on In Admins often face tasks they dread—those long, tedious, boring ones as a thing to be avoided. Delaying difficult tasks can make them grow more daunting over time. Completing them early not only reduces anxiety but also improves productivity and outcomes. Tectonic’s Conclusion With thoughtful strategies, Salesforce Admins can transform overwhelming workloads into manageable, structured tasks. By breaking down responsibilities, prioritizing effectively, staying in scope, streamlining requests, and using the right tools, admins can excel in their roles while maintaining work-life balance. And by jumping right in they can ensure even the most challenging tasks are handled efficiently. 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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January 6, 2025in Data, Salesforce0 Comments

Service Cloud or Sales Cloud for Service

4 Reasons to Use Salesforce Service Cloud Over Sales Cloud’s Standard Case Functionality When businesses aim to elevate their customer support operations, Salesforce is often their platform of choice. While Sales Cloud and Service Cloud both help manage customer interactions, their core purposes differ. Sales Cloud focuses on managing the sales pipeline, whereas Service Cloud is specifically designed to optimize customer service and support processes. Here are four compelling reasons to choose Service Cloud for your customer support needs. 1. Advanced Case Management Features Service Cloud offers robust tools to manage customer cases with efficiency, far surpassing the basic case functionality available in Sales Cloud. Key Service Cloud Features: While Sales Cloud does support basic case management, it lacks these advanced features. Attempting to replicate them in Sales Cloud often requires extensive customization and development. 2. Omni-Channel Support for Seamless Customer Communication Modern customer service spans multiple channels, including chat, email, phone, and social media. Service Cloud provides powerful omni-channel capabilities to unify communication across all these touchpoints—something Sales Cloud does not offer. Key Service Cloud Features: Sales Cloud’s functionality centers on sales processes, leaving it without native support for omni-channel routing or social media integrations for customer support. 3. Knowledge Base for Self-Service and Agent Efficiency Service Cloud enables organizations to build and maintain a knowledge base, empowering both customers and agents with quick access to solutions. Key Service Cloud Features: Sales Cloud does not include tools for creating a knowledge base, self-service portals, or case deflection, as it is designed primarily for sales teams. 4. Entitlements and Service Contracts for Enhanced Customer Support Service Cloud provides specialized tools for managing entitlements and service contracts, ensuring customers receive the level of support they’re entitled to. Key Service Cloud Features: Sales Cloud does not offer dedicated features for managing entitlements or service contracts, limiting its utility for businesses focused on structured customer support. Why Service Cloud is the Better Choice for Customer Support While Sales Cloud is a powerful tool for managing sales pipelines, it falls short in addressing the complex needs of modern customer support. Service Cloud provides: If your priority is delivering exceptional customer support and enhancing customer satisfaction, Service Cloud is the clear choice. With its comprehensive features, your support team will be empowered to work more efficiently, resolve issues faster, and provide outstanding service across all channels. Invest in Service Cloud to transform your support operations and create seamless, satisfying experiences for your customers. 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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January 6, 2025in Salesforce, Salesforce Service Cloud0 Comments

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