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Salesforce Agentforce Integration
07Oct

Salesforce Agentforce Integration

The rise of AI-powered solutions is transforming customer service, support, and automation. For organizations such as nonprofits, national associations, and large enterprises, delivering seamless customer experiences has become crucial. Salesforce’s Agentforce, a next-generation conversational AI tool, plays a vital role in this transformation. Designed to elevate customer support and interaction, Agentforce provides an intelligent and scalable solution for integrating AI chatbots into content management systems (CMS) like WordPress, Drupal, and HubSpot. Salesforce Agentforce Integration. In this detailed feature review, we will dive into the extensive capabilities of Salesforce Agentforce, analyzing its role as a conversational tool, its technical requirements, and the benefits it provides for nonprofits, national associations, and businesses. We’ll also compare its applications across various CMS platforms like Drupal, WordPress, and HubSpot, exploring its potential as a powerful AI assistant for website automation and customer interaction. Salesforce Agentforce: A Technical Perspective Salesforce Agentforce is an advanced AI-driven conversational assistant that seamlessly integrates into the Salesforce environment. By tapping into Salesforce CRM’s vast data resources, Agentforce serves as an intelligent interface, automating everything from initial customer inquiries to more personalized interactions. Utilizing natural language processing (NLP) and machine learning, it continually refines responses and scales interactions, making it an indispensable tool for organizations aiming to enhance customer service workflows. Agentforce integrates smoothly with Salesforce Service Cloud, automating both live chat support and chatbot responses. Additionally, it can connect with third-party platforms, including popular CMS solutions like WordPress, Drupal, and HubSpot, allowing organizations to centralize customer service operations in one interface. Core Features and Technical Architecture of Agentforce Natural Language Understanding (NLU) and Processing (NLP) Agentforce’s NLP capabilities are its backbone, allowing it to understand complex human language and respond contextually. This empowers it to manage initial inquiries as well as more sophisticated support requests. Agentforce’s NLU also enables it to work across different languages, dialects, and industry-specific terminology, making it particularly valuable for global organizations and national associations serving diverse audiences. Machine Learning for Continuous Improvement Agentforce’s machine learning feature enhances its ability to improve accuracy and understanding over time. Each interaction helps the chatbot evolve, making it more effective at delivering relevant, real-time responses. This model integrates directly with Salesforce’s data infrastructure, giving Agentforce access to historical data and interactions to offer highly personalized, context-aware answers. Deep Integration with Salesforce CRM As a Salesforce-native tool, Agentforce can harness CRM data in ways other AI tools cannot. By accessing customer histories, purchase data, and previous interactions, it creates personalized experiences that build customer trust. Nonprofits and associations can use this data to improve donor or member interactions, offering targeted support and outreach. Agentforce can also be tailored to retrieve specific datasets, such as an individual’s support history or ongoing service case updates. Cross-Platform Flexibility and API Integration Agentforce offers flexible APIs that enable integration with third-party systems, including CMS platforms like WordPress, Drupal, and HubSpot. This flexibility ensures that AI-powered chatbots can be deployed on organizational websites, providing a seamless experience for customers, donors, and members alike. Whether it’s a nonprofit using Drupal or a business on WordPress, Agentforce acts as the central hub for support and engagement, offering fluid interactions on top of your CMS. HubSpot users can further leverage Agentforce’s marketing features to align lead generation with personalized, chat-based interactions. Use Cases for Agentforce in Nonprofits, National Associations, and Businesses Nonprofit Organizations For nonprofits managing donor, volunteer, and beneficiary relationships, Agentforce offers scalable, automated support: National Associations National associations can use Agentforce to handle high volumes of inquiries from members and professionals: Businesses For service-based enterprises, Agentforce is essential for customer service: Salesforce Agentforce and CMS Integration: WordPress, Drupal, and HubSpot WordPress and Salesforce Agentforce Integration For WordPress users, Agentforce offers customizable chatbot widgets that enhance customer engagement, handle ecommerce inquiries, and integrate with WooCommerce for product support. Drupal and Agentforce Integration Drupal’s modular architecture allows Agentforce to automate membership management, provide multilingual support, and distribute content for nonprofits and associations. HubSpot and Agentforce Integration HubSpot users benefit from Agentforce’s ability to automate lead nurturing, sales and marketing workflows, and customer support, all while keeping HubSpot and Salesforce CRM data synchronized. Tectonic and Salesforce Agentforce Integration At Tectonic, we understand that adopting AI-powered solutions like Salesforce Agentforce is only the first step toward delivering exceptional customer experiences. We specialize in crafting, training, and implementing tailored AI chatbot solutions that enhance engagement, streamline processes, and drive growth, all while seamlessly integrating with your current website or mobile app. As a full-service digital strategy firm, Tectonic excels in integrating advanced tools like Salesforce Agentforce into platforms like WordPress, Drupal, and HubSpot, ensuring your automation strategies are executed with precision. From custom chatbot implementations to comprehensive digital strategy services, our team is dedicated to optimizing your website for engagement and lead generation. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 7, 2024in Agentforce Platform, AI Tools, Data, Enterprise, Salesforce, Salesforce Service Cloud
Tableau Einstein Alliance
07Oct

Tableau Einstein Alliance

We’re expanding our commitment to the future of data and analytics with the launch of the Tableau Einstein Alliance, an initiative designed to foster an ecosystem of visionary and innovative partners. These partners will help integrate Agentforce across every facet of analytics, positioning our customers to harness the full potential of AI. The future of data-driven insights is here, and our partners play a vital role in this journey. —Ryan Aytay, CEO, Tableau Salesforce Introduces Tableau Einstein Alliance Salesforce recently unveiled the Tableau Einstein Alliance, a new partner community for its Tableau Einstein users. This initiative aims to empower partners to excel in the “agent era” by offering exclusive benefits to support their development and implementation of AI-driven solutions and analytics agents. Members of the Alliance will gain access to product roadmaps, in-house expertise, and dedicated marketing support, as well as opportunities for co-selling. Moreover, Salesforce is offering these partners the ability to leverage the Alliance for building AI agents, apps, and solutions that maximize their clients’ investments in AI and data. What is Tableau Einstein? Launched in September, Tableau Einstein is an AI-powered visual analytics platform designed to scale and enhance data-driven workflows. It seamlessly integrates with Salesforce tools like Agentforce and its privacy framework, providing data professionals with the ability to create semantic models using real-time customer data. Tableau Einstein also features a marketplace where organizations can share analytical assets, and its APIs facilitate seamless collaboration. Teams can easily work together on data models, visualizations, and dashboards in a unified, drag-and-drop interface. Why Tableau Einstein Matters In discussing the platform, Ryan Aytay highlighted its transformative capabilities: “By leveraging high-performance AI to connect data, actions, and humans, autonomous and assistive agents are redefining business efficiency. They ensure that the data foundation you’re already using will continue to support your needs into the future. You no longer need to sift through data silos or be a specialist to access critical insights—data is now accessible to everyone.” With Tableau Einstein, Salesforce is setting a new standard for how businesses can achieve success with AI-powered, data-driven insights. 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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October 7, 2024in Data, Salesforce, Salesforce Tableau
Salesforce LlamaRank
07Oct

Salesforce LlamaRank

Document ranking remains a critical challenge in information retrieval and natural language processing. Effective document retrieval and ranking are crucial for enhancing the performance of search engines, question-answering systems, and Retrieval-Augmented Generation (RAG) systems. Traditional ranking models often struggle to balance result precision with computational efficiency, especially when dealing with large datasets and diverse query types. This challenge underscores the growing need for advanced models that can provide accurate, contextually relevant results in real-time from continuous data streams and increasingly complex queries. Salesforce AI Research has introduced a cutting-edge reranker named LlamaRank, designed to significantly enhance document ranking and code search tasks across various datasets. Built on the Llama3-8B-Instruct architecture, LlamaRank integrates advanced linear and calibrated scoring mechanisms, achieving both speed and interpretability. The Salesforce AI Research team developed LlamaRank as a specialized tool for document relevancy ranking. Enhanced by iterative feedback from their dedicated RLHF data annotation team, LlamaRank outperforms many leading APIs in general document ranking and sets a new standard for code search performance. The model’s training data includes high-quality synthesized data from Llama3-70B and Llama3-405B, along with human-labeled annotations, covering a broad range of domains from topic-based search and document QA to code QA. In RAG systems, LlamaRank plays a crucial role. Initially, a query is processed using a less precise but cost-effective method, such as semantic search with embeddings, to generate a list of potential documents. The reranker then refines this list to identify the most relevant documents, ensuring that the language model is fine-tuned with only the most pertinent information, thereby improving accuracy and coherence in the output responses. LlamaRank’s architecture, based on Llama3-8B-Instruct, leverages a diverse training corpus of synthetic and human-labeled data. This extensive dataset enables LlamaRank to excel in various tasks, from general document retrieval to specialized code searches. The model underwent multiple feedback cycles from Salesforce’s data annotation team to achieve optimal accuracy and relevance in its scoring predictions. During inference, LlamaRank predicts token probabilities and calculates a numeric relevance score, facilitating efficient reranking. Demonstrated on several public datasets, LlamaRank has shown impressive performance. For instance, on the SQuAD dataset for question answering, LlamaRank achieved a hit rate of 99.3%. It posted a hit rate of 92.0% on the TriviaQA dataset. In code search benchmarks, LlamaRank recorded a hit rate of 81.8% on the Neural Code Search dataset and 98.6% on the TrailheadQA dataset. These results highlight LlamaRank’s versatility and efficiency across various document types and query scenarios. LlamaRank’s technical specifications further emphasize its advantages. Supporting up to 8,000 tokens per document, it significantly outperforms competitors like Cohere’s reranker. It delivers low-latency performance, ranking 64 documents in under 200 ms with a single H100 GPU, compared to approximately 3.13 seconds on Cohere’s serverless API. Additionally, LlamaRank features linear scoring calibration, offering clear and interpretable relevance scores. While LlamaRank’s size of 8 billion parameters contributes to its high performance, it is approaching the upper limits of reranking model size. Future research may focus on optimizing model size to balance quality and efficiency. Overall, LlamaRank from Salesforce AI Research marks a significant advancement in reranking technology, promising to greatly enhance RAG systems’ effectiveness across a wide range of applications. With its powerful performance, efficiency, and clear scoring, LlamaRank represents a major step forward in document retrieval and search accuracy. The community eagerly anticipates its broader adoption and further development. 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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October 7, 2024in Salesforce
AI All Grown Up
07Oct

AI All Grown Up

If you thought Salesforce had fully embraced AI, think again. The company has much more in store. AI All Grown Up and Salesforce is the educator! Alongside the announcement of the new Agentforce platform, Salesforce has teased plans to offer free premium instructor-led courses and AI certifications throughout 2025, reflecting a bold commitment to fostering AI skills and expertise. We’ve talked quite a bit over the last year about the need for AI education, and lo and behold here comes Salesforce to the rescue! AI All Grown Up Ah, they grow up so fast. Once just a baby cradeled in our arms with endless possibilities and potential. It was just like a year or so ago we heard of ChatGPT. Prior to that most people’s main exposure to artificial intelligence was their smart phones, which today we realize weren’t reall that smart. Generative, predictive and agentic AI have barreled down the pipeline increasing our vocabulary, and understanding, of what artificial intelligence can do. From generative content to sounds and images, AI continued to amaze us. Then predictive AI did our calculations faster than we could have imagined. Then agentic AI did nearly everything imaginable. AI All Grown Up. Like a very proud mentor of the process, I want to talk about Salesforce’s major contribution. Addressing the AI Skills Gap: Salesforce’s $50 Million Investment As the veritable plethora of AI tools rapidly expands, Salesforce is taking proactive steps to address the growing AI skills gap by investing $50 million into workforce upskilling initiatives. The company aims to ensure that businesses and individuals are prepared to utilize their new wave of AI tools effectively. While the full details have yet to be released, Salesforce has revealed that its premium AI courses and certifications will be made available for free via Trailhead by the end of 2025. This could mean certifications such as AI Associate and AI Specialist, which currently cost $75 and $200 respectively, may soon be offered at no cost. Gratis. Free, Salesforce has also mentioned “premium instructor-led training,” sparking speculation that AI-focused, instructor-led Trailhead Academy courses could become accessible to everyone in the Salesforce ecosystem. Expanding AI Education with Global AI Centers Salesforce’s AI upskilling push is part of a broader initiative to establish “AI Centers” across the globe. Following the opening of its first center in London in June, Salesforce is planning to launch additional AI hubs in cities like Chicago, Tokyo, Sydney, and even a pop-up center in San Francisco. These centers will host in-person premium courses and serve as gathering spaces for industry experts, partners, and customers. This initiative benefits not only the Salesforce ecosystem by increasing AI knowledge where expertise is scarce, but also aligns with Salesforce’s strategy of bringing AI-driven solutions to market through new products like Copilot Studio, Data Cloud, and the newly launched Agentforce platform. Agentforce: Salesforce’s Third Wave of AI On August 28, 2024, Salesforce introduced Agentforce, a suite of autonomous AI agents that marks a significant leap in how businesses engage with customers. Described as the “Third Wave of AI,” Agentforce goes beyond traditional chatbots, providing intelligent agents capable of driving customer success with minimal human intervention. What is Agentforce? Agentforce is a comprehensive platform designed for organizations to build, customize, and deploy autonomous AI agents across various business functions, such as customer service, sales, marketing, and commerce. These agents operate independently, accessing data, crafting action plans, and executing tasks without needing constant human oversight. It is like Artificial Intelligence just graduated highschool and is off to a world of new adventures and growth opportunities at college or university! Key Features of Agentforce: The Technology Behind Agentforce At the core of Agentforce is the Atlas Reasoning Engine, a system designed to mimic human reasoning. Here’s how it works: Customization Tools: Agent Builder Agentforce provides tools like Agent Builder, a low-code platform for customizing out-of-the-box agents or creating new ones for specific business needs. With this tool, users can: The Agentforce Partner Network Salesforce’s partner ecosystem plays a key role in Agentforce’s versatility, with contributions from companies like AWS, Google, IBM, and Workday. Together, they’ve developed over 20 agent actions available through the Salesforce AppExchange. As proud parents we watch our Artificial Intelligence child venture into the world making friends along the way. Learning social skills. Benefits and Impact of Agentforce Early Adopters and Success Stories Several companies are already benefiting from Agentforce: Availability and Pricing of Salesforce’s AI All Grown Up Agentforce for Service and Sales will be generally available on October 25, 2024, with some components of the Atlas Reasoning Engine launching in February 2025. Pricing starts at $2 per conversation, with volume discounts available. The Future of AI and Work Salesforce’s ambitious vision is to empower one billion AI agents with Agentforce by the end of 2025. This reflects their belief that the future of work will involve a hybrid workforce, where humans and AI agents collaborate to drive customer success. AI All Grown Up and We Couldn’t Be Prouder Our amazing AI child has graduated college and ventured out into the workforce. Agentforce vs. Einstein Bots: What’s the Difference? Conclusion Agentforce represents a major leap forward in AI-powered customer engagement. By providing autonomous, intelligent agents capable of managing complex tasks, Salesforce is positioning itself at the forefront of AI innovation. As businesses continue to explore ways to improve efficiency and customer satisfaction, Agentforce could redefine how organizations interact with customers and streamline their operations. If this is the Third Wave of AI, what will the fourth wave bring? Written by Tectonic’s Solutions Architect, 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

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October 7, 2024in Agentforce Platform, AI Tools, Data, Google, Mulesoft, Salesforce, Technology
New Salesforce Maps Experience Auto-Enabled in Winter ‘25 (October) Release
07Oct

New Salesforce Maps Experience Auto-Enabled in Winter ‘25 (October) Release

To enhance your experience in Salesforce Maps on desktop, the new features currently available in all environments will be auto-enabled in the Winter ’25 release this October. The production rollout for Salesforce Maps will begin the night of October 8th and will be completed with all organizations updated by October 18th. The Enhanced User Experience setting in the admin configuration settings will remain and can be manually disabled until the Spring ‘25 release. Take Action Now To ensure a smooth transition, please take the following actions prior to the production release.In Production: From Setup, in the Quick Find box, enter Remote Site Settings, and then select Remote Site Settings. Find and activate the following remote sites: https://lookup.search.hereapi.com, https://autosuggest.search.hereapi.com, and https://revgeocode.search.hereapi.comFailure to do so may result in disruptions to the Points of Interest Search and Click2Create featuresPrior to the deployment to production, we encourage you to explore the enhanced experience in your sandbox environments. All sandbox environments have been updated with the enhanced experience enabled by default. What to Expect Experience a drastic improvement in performance and rendering, plotting layers and mapping content up to 6x as fast!View Maps with updated styling and designs across many parts of the application, such as modernized marker pop-ups, updated drawing tools, and new cluster styling. In addition, map content along with base maps are displayed with increased detail and clarity.Combine the power of ESRI Living Atlas with CRM data directly inside Salesforce Maps. ESRI provides an evolving collection of ready-to-use global geographic content, such as imagery, base maps, demographics, landscape, and boundary data. Identify new leads and opportunities, analyze key geographical-based data, and gain valuable industry insight with lightning speed. Instructions on visualizing Living Atlas data in Maps can be found here.View plotted records in our redesigned List View, providing new capabilities and features for your users, such as the ability to dynamically build a sublist of data.For a full breakdown, please refer to the Maps Summer ‘24 Release Notes and Maps Winter ‘25 Release Notes.How can I get more information or help? Contact your account team or open a case with Salesforce Customer Support. 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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October 7, 2024in Data, Google, Salesforce
Promising Patient Engagement Use Cases for GenAI and Chatbots
06Oct

Promising Patient Engagement Use Cases for GenAI and Chatbots

Promising Patient Engagement Use Cases for GenAI and Chatbots Generative AI (GenAI) is showing great potential in enhancing patient engagement by easing the burden on healthcare staff and clinicians while streamlining the overall patient experience. As healthcare undergoes its digital transformation, various patient engagement applications for GenAI and chatbots are emerging as promising tools. Let’s look at Promising Patient Engagement Use Cases for GenAI and Chatbots. Key applications of GenAI and patient-facing chatbots include online symptom checkers, appointment scheduling, patient navigation, medical search engines, and even patient portal messaging. These technologies aim to alleviate staff workloads while improving the patient journey, according to some experts. However, patient-facing AI applications are not without challenges, such as the risk of generating medical misinformation or exacerbating healthcare disparities through biased algorithms. As healthcare professionals explore the potential of GenAI and chatbots for patient engagement, they must also ensure safeguards are in place to prevent the spread of inaccuracies and avoid creating health inequities. Online Symptom Checkers Online symptom checkers allow healthcare organizations to assess patients’ medical concerns without requiring an in-person visit. Patients can input their symptoms, and the AI-powered chatbot will generate a list of possible diagnoses, helping them decide whether to seek urgent care, visit the emergency department, or manage symptoms at home. These tools promise to improve both patient experience and operational efficiency by directing patients to the right care setting, thus reducing unnecessary visits. For healthcare providers, symptom checkers can help triage patients and ensure high-acuity areas are available for those needing critical care. Despite their potential, studies show mixed results regarding the diagnostic accuracy of online symptom checkers. A 2022 literature review found that diagnostic accuracy for these tools ranged from 19% to 37.9%. However, triage accuracy—referring patients to the correct care setting—was better, ranging between 48.9% and 90%. Patient reception to symptom checkers has also been varied. For example, during the COVID-19 pandemic, symptom checkers were designed to help patients assess whether their symptoms were virus-related. While patients appreciated the tools, they preferred chatbots that displayed human-like qualities and competence. Tools perceived as similar in quality to human interactions were favored. Furthermore, some studies indicate that online symptom checkers could deepen health inequities, as users tend to be younger, female, and more digitally literate. To mitigate this, AI developers must create chatbots that can communicate in multiple languages, mimic human interaction, and easily escalate issues to human professionals when needed. Self-Scheduling and Patient Navigation GenAI and conversational AI are proving valuable in addressing routine patient queries, like appointment scheduling and patient navigation, tasks that typically fall on healthcare staff. With a strained medical workforce, using AI for lower-level inquiries allows clinicians to focus on more complex tasks. AI-enhanced appointment scheduling systems, for example, not only help patients book visits but also answer logistical questions like parking directions or department locations within a clinic. A December 2023 literature review highlighted that AI-optimized scheduling could reduce provider workload, increase patient satisfaction, and make healthcare more patient-centered. However, key considerations for AI integration include ensuring health equity, broadband access, and patient trust. While AI can manage routine requests, healthcare organizations need to ensure their tools are accessible and functional for diverse populations. Online Medical Research GenAI tools like ChatGPT are contributing to the “Dr. Google” phenomenon, where patients search online for medical information before seeing a healthcare provider. While some clinicians have been cautious about these tools, research suggests they can effectively provide accurate medical information. For instance, an April 2023 study showed that ChatGPT answered 88% of breast cancer screening questions correctly. Another study in May 2023 demonstrated that the tool could adequately educate patients on colonoscopy preparation. In both cases, the information was presented in an easy-to-understand format, essential for improving health literacy. However, GenAI is not without flaws. Patients express concern about the reliability of AI-generated information, with a 2023 Wolters Kluwer survey showing that 49% of respondents worry about false information from GenAI. Additionally, many are uneasy about the unknown sources and validation processes behind the information. To build patient trust, AI developers must ensure the accuracy of their source material and provide supplementary authoritative resources like patient education materials. Patient Portal Messaging and Provider Communication Generative AI has also found use in patient portal messaging, where it can draft responses on behalf of healthcare providers. This feature has the potential to reduce clinician burnout by handling routine inquiries. A study conducted at Mass General Brigham in April 2024 revealed that a large language model embedded in a secure messaging tool could generate acceptable responses to patient questions. In 58% of cases, chatbot-generated messages required human editing. Promising Patient Engagement Use Cases for GenAI and Chatbots Interestingly, other research has found that AI-generated responses in patient portals are often more empathetic than those written by overworked healthcare providers. Nevertheless, AI responses should always be reviewed by a clinician to ensure accuracy before being sent to patients. Generative AI is also making strides in clinical decision support and ambient documentation, further boosting healthcare efficiency. However, as healthcare organizations adopt these technologies, they must address concerns around algorithmic bias and ensure patient safety remains a top priority. 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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October 6, 2024in Agentforce Platform, AI Tools, Generative AI, Google, Laws, Life Sciences Cloud, Salesforce Development Services, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud
Databricks Tools
04Oct

Databricks Tools

Databricks recently introduced Databricks Apps, a toolkit designed to simplify AI and data application development. By integrating native development platforms and offering automatic provisioning of serverless compute, the toolkit enables customers to more easily develop and deploy applications. Databricks Apps builds on the existing capabilities of Mosaic AI, which allows users to integrate large language models (LLMs) with their enterprise’s proprietary data. However, the ability to develop interactive AI applications, such as generative AI chatbots, was previously missing. Databricks Apps addresses this gap, allowing developers to build and deploy custom applications entirely within the secure Databricks environment. According to Donald Farmer, founder and principal of TreeHive Strategy, Databricks Apps removes obstacles like the need to set up separate infrastructure for development and deployment, making the process easier and more efficient. The new features allow companies to go beyond implementing AI/ML models and create differentiated applications that leverage their unique data sets. Kevin Petrie, an analyst at BARC U.S., highlighted the significance of Databricks Apps in helping companies develop custom AI applications, which are essential for maintaining a competitive edge. Databricks, founded in 2013, was one of the pioneers of the data lakehouse storage format, and over the last two years, it has expanded its platform to focus on AI and machine learning (ML) capabilities. The company’s $1.3 billion acquisition of MosaicML in June 2023 was a key milestone in building its AI environment. Databricks has since launched DBRX, its own large language model, and introduced further functionalities through product development. Databricks Apps, now available in public preview on AWS and Azure, advances these AI development capabilities, simplifying the process of building applications within a single platform. Developers can use frameworks like Dash, Flask, Gradio, Shiny, and Streamlit, or opt for integrated development environments (IDEs) like Visual Studio Code or PyCharm. The toolkit also provides prebuilt Python templates to accelerate development. Additionally, applications can be deployed and managed directly in Databricks, eliminating the need for external infrastructures. Databricks Apps includes security features such as access control and data lineage through the Unity Catalog. Farmer noted that the support for popular developer frameworks and the automatic provisioning of serverless compute could significantly impact the AI development landscape by reducing the complexity of deploying data architectures. While competitors like AWS, Google Cloud, Microsoft, and Snowflake have also made AI a key focus, Farmer pointed out that Databricks’ integration of AI tools into a unified platform sets it apart. Databricks Apps further enhances this competitive advantage. Despite the added capabilities of Databricks Apps, Petrie cautioned that developing generative AI applications still requires a level of expertise in data, AI, and the business domain. While Databricks aims to make AI more accessible, users will still need substantial knowledge to effectively leverage these tools. Databricks’ vice president of product management, Shanku Niyogi, explained that the new features in Databricks Apps were driven by customer feedback. As enterprise interest in AI grows, customers sought easier ways to develop and deploy internal data applications in a secure environment. Looking ahead, Databricks plans to continue investing in simplifying AI application development, with a focus on enhancing Mosaic AI and expanding its collaborative AI partner ecosystem. Farmer suggested that the company should focus on supporting nontechnical users and emerging AI technologies like multimodal models, which will become increasingly important in the coming years. The introduction of Databricks Apps marks a significant step forward in Databricks’ AI and machine learning strategy, offering users a more streamlined approach to building and deploying AI applications. 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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October 4, 2024in AI Tools, Data, Enterprise, Generative AI, Google, Snowflake
Commerce Cloud and Agentic AI
04Oct

Commerce Cloud and Agentic AI

Recognizing the demand from both B2B and B2C buyers for seamless, consistent commerce experiences across online and offline channels, Salesforce has introduced an AI-powered, unified commerce version of its Commerce Cloud platform. Salesforce, a leader in merging ecommerce and CRM software, has taken a significant step toward unified commerce with this next-generation update to Salesforce Commerce Cloud. This move aligns with the expectations of both B2B buyers and consumers, who increasingly seek integrated and personalized interactions. The company states that Commerce Cloud now “natively connects all aspects of commerce—B2C, direct-to-consumer, and B2B commerce; order management; and payments—with sales, service, and marketing, all on a single platform.” This integration offers businesses a complete view of the customer journey through a shared catalog and user profile. By unifying elements like catalogs, pricing, orders, and marketing segments, companies can deliver personalized interactions, boost customer loyalty, and drive revenue across all touchpoints. Unified Commerce: A $1.5 Trillion Opportunity Salesforce cites research from Adyen, which indicates that adopting unified commerce strategies could present a $1.5 trillion opportunity for retailers globally. In North America, 76 of the top 2000 online retailers use Salesforce’s ecommerce platform. In 2023, these retailers generated over 6 billion in web sales. Salesforce’s B2B clients include major companies such as Siemens, Schneider Electric, GE Renewable Energy, and Chambers Gasket. AI-Powered Commerce Cloud Salesforce emphasizes that AI powers key aspects of its next-generation Commerce Cloud, enabling the platform to autonomously manage tasks like product recommendations and order lookups by leveraging data from digital and in-store interactions, orders, inventory levels, customer reviews, unified profiles, and CRM information. The AI-backed “Agentforce” agents are designed to assist employees in delivering personalized interactions, strengthening customer relationships, and improving profit margins. According to Justin Racine, Principal of Unified Commerce at Perficient, Salesforce’s efforts to unify the commerce experience across its broad range of products align with the needs of both B2B buyers and consumers. He notes that modern buyers expect brands to connect and communicate with them based on their previous behaviors, preferences, and purchases. Unlocking Revenue with Agentforce Michael Affronti, Senior Vice President and General Manager of Commerce Cloud, highlights that this new version embodies unified commerce by providing businesses with a single, integrated platform. The platform consolidates the entire commerce journey, with AI-powered Agentforce agents unlocking new revenue streams and delivering personalized experiences across every channel. Furniture designer and manufacturer MillerKnoll has already benefited from the unified platform. Frank DeMaria, Vice President of Digital Engineering & Platforms, mentions that the integration of sales, service, marketing, and other functions has helped the company offer personalized experiences and improve online sales and customer satisfaction across its portfolio of brands, including HermanMiller. Key Features of the New Commerce Cloud Racine adds that Salesforce’s new release unifies its product suite under a cohesive platform, providing marketers and business users with a comprehensive 360-degree view of the customer. This enables brands to build experiences and ordering workflows that are predictive rather than reactive. The integration of Agentforce represents a breakthrough, blending AI with brand interactions to unlock potential gains for merchandisers and buyers, and Racine is excited to see how these technologies enhance revenue and customer loyalty. 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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October 4, 2024in Data, Salesforce Commerce Cloud
Salesforce and FedEx
03Oct

Salesforce and FedEx

FedEx has officially launched its e-commerce platform, fdx, which is now available to U.S. customers. Originally introduced in January and accessible to select shippers through a private preview, fdx is designed to help online businesses increase demand, optimize fulfillment, and streamline returns management. The platform integrates with major providers like Shopify, Etsy, Salesforce, and others, and supports multiple carriers beyond FedEx, including UPS, the U.S. Postal Service, and DHL. Dive Insight: The fdx launch marks FedEx’s continued efforts to strengthen its partnerships with e-commerce merchants and create smarter supply chains, as highlighted by President and CEO Raj Subramaniam. FedEx showcased how fashion brand Z Supply saw revenue growth after adopting fdx, and noted rising interest from other sectors, including healthcare and beauty. Key features of fdx include more accurate delivery timeframes, which FedEx believes can encourage customer purchases. The company uses data from over 15 million daily shipments to improve delivery date estimates. The platform also offers FedEx Sustainability Insights for forecasting future emissions, customizable order tracking pages, and a centralized hub for managing returns. According to Brie Carere, EVP and Chief Customer Officer, fdx enables retailers, brands, and merchants to handle returns, manage exchanges and inventory, and integrate branded tracking and customer communications directly on their websites, calling it a “powerful offering.” Despite the platform’s potential, some experts question its ability to stand out in a crowded market of e-commerce solutions providers. However, FedEx indicated that fdx will continue evolving with additional features and enhancements over time. 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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October 3, 2024in Data, Salesforce
Sales Incentives Can Boost Morale and Performance
03Oct

Sales Incentives Can Boost Morale and Performance

Showing up to work is one thing, but bringing genuine enthusiasm to the job is another. How can you motivate your team to meet and exceed their goals? Sales incentives are a powerful tool to ignite motivation, but they aren’t one-size-fits-all. Figuring out the best structure for your team can lead to more energized, results-driven reps. In this Tectonic insight, we’ll explore different types of sales incentives, how they motivate teams, and best practices for implementing an effective incentive program that drives real results. What are Sales Incentives? Sales incentives are rewards given to sales reps, in addition to their base compensation, for exceptional performance. This often means hitting or exceeding sales targets. While financial bonuses are the most common, incentives can come in many forms, all designed to motivate specific behaviors or outcomes. Types of Sales Incentives Here are five common types of sales incentives to consider: How Sales Incentives Motivate Your Team Sales incentives help reinforce desired behaviors, offering a clear path to rewards. They provide a mutual win: your company increases sales, while reps enjoy additional rewards. Many sales professionals are naturally driven by competition, but incentives give everyone, competitive or not, something tangible to work toward. Incentives also boost employee satisfaction, reduce turnover, and show that you value hard work. This can save your organization the cost and hassle of recruiting and onboarding new talent. Sales Incentives That Actually Work While money is the most popular reward, mixing in creative incentives can add excitement to your program. Consider these options: Best Practices for Implementing Sales Incentives To create an effective sales incentive program, keep these points in mind: Measuring the Impact of Sales Incentives on Performance To assess the effectiveness of your incentive program, track key performance indicators (KPIs) such as: Sales Incentives Can Boost Morale and Performance The key to a successful sales incentive program is simplicity and transparency. By crafting a plan that’s easy to understand and aligned with your team’s motivations, you can drive better performance and improve job satisfaction at the same time. 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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October 3, 2024in Data, Technology
Tableau Einstein Alliance to Help Partners Drive Success in the Agent Era
03Oct

Tableau Einstein Alliance to Help Partners Drive Success in the Agent Era

Salesforce Unveils Tableau Einstein Alliance to Empower Partners in the AI-Driven Agent Era Salesforce today announced the launch of the Tableau Einstein Alliance, a new partner community designed to create and deliver AI-driven solutions and analytical agents for Tableau Einstein. Built on the Salesforce platform and integrated with Agentforce, this initiative aims to help partners accelerate success in the emerging AI landscape. Tableau Einstein Alliance to Help Partners Drive Success in the Agent Era The Tableau Einstein Alliance offers partners a range of exclusive benefits, including early access to Salesforce’s product roadmaps, in-house AI experts, marketing support, and co-selling opportunities. Through the Alliance, partners will be able to develop agents, apps, and AI-driven solutions, enabling customers to navigate the autonomous AI revolution and rapidly extract value from their data and AI investments. The Alliance is set to launch in February 2025 with 25 founding members, including Tectonic, Capgemini, Deloitte, IBM, and Slalom. Solutions developed within the Alliance will be available on both the Salesforce AppExchange and the forthcoming Tableau Marketplace, offering developers a platform to create, share, and monetize analytical assets. Why It Matters:Partner ecosystems have been crucial in advancing major technological innovations, from cloud computing to software-as-a-service. With the rise of Agentforce, building a dynamic partner community is more critical than ever to drive the next wave of AI and analytics adoption. Salesforce’s Perspective: “Tableau’s success is deeply rooted in our partners’ commitment to our customers. Now, we’re investing in the Tableau Einstein Alliance to cultivate an ecosystem of visionary and innovative partners who will integrate Agentforce into every facet of analytics. The future of data and analytics is here, and our partners are essential to this journey.”— Ryan Aytay, CEO, Tableau Industry Perspectives: “Atrium has championed the vision of unified analytics since Tableau joined the Salesforce ecosystem. We’ve seen the incredible potential of Data Cloud and Tableau Cloud together, and we’re thrilled to help bring Tableau Einstein to market. Its integrated features will offer customers unprecedented productivity.”— Chris Heineken, CEO, Atrium “Tectonic’s “Insight to Action” methodology (i2a) is directly improved by the launch of the Tableau Einstein Alliance. By utilizing automated AI-solutions to power data-driven insights, we are able to deliver additional value to our customers.”— Dan Grossnickle, Tectonic “Tableau Einstein represents the next step in Salesforce’s data platforms and generative AI products. The value for clients from these data-driven insights is immense. We’re excited to help lead the way through the Tableau Einstein Alliance.”— Jean-Marc Gaultier, Head of Group Strategic Initiatives and Partnerships, Capgemini “Deloitte has long benefited from Tableau’s capabilities, and we’re excited to see how this next iteration will further empower our teams with data to drive growth. Integrating key features into tools like Salesforce and Slack will unlock even greater potential for us.”— Moritz Schieder, Tableau Alliance Leader and Director, Deloitte Germany “IBM is eager to leverage Tableau Einstein to deliver more value to our customers, regardless of where they work. As a strategic Agentforce partner and Salesforce customer, we are excited to be part of the next generation of analytics alongside Salesforce.”— Mary Rowe, Global Head of IBM Consulting Salesforce Practice Tableau Einstein Alliance to Help Partners Drive Success in the Agent Era and Tectonic, an insights 2 actions company, is excited to be a part of the innovation. 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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October 3, 2024in Data, Generative AI, Salesforce, Salesforce Development Services, Salesforce Tableau
Agentforce Unveiled
03Oct

Agentforce Unveiled

Salesforce Unveils ‘Agentforce’ to Empower a Billion AI Agents by 2025 Salesforce has introduced Agentforce, a revolutionary suite of autonomous AI agents aimed at transforming service, sales, marketing, and commerce sectors. With Agentforce, companies can rapidly scale their operations, boost efficiency, and elevate customer satisfaction by leveraging intelligent agents that handle routine tasks and complex workflows. The Agentforce Atlas Reasoning Engine powers these agents, autonomously analyzing data, making decisions, and completing tasks. This engine enables organizations to easily build, customize, and deploy their own agents using intuitive low-code tools. In addition, the Agentforce Partner Network allows customers to integrate pre-built agents from industry leaders like AWS, Google, IBM, and Workday, offering even more flexibility. Real-world impact Companies like OpenTable, Saks, and Wiley are already deploying Agentforce within their existing systems to enhance workforce capabilities and scale operations. Agentforce works autonomously, retrieving the right data on demand, building action plans, and executing them without human intervention. However, when needed, it can seamlessly hand off tasks to human employees, providing an overview of interactions, customer details, and suggested next steps. For example, Wiley has reported a 40% increase in case resolution after implementing Agentforce to handle routine inquiries. During busy seasons, like back-to-school, Agentforce has helped Wiley streamline operations, freeing up employees to handle more complex cases. Saks is also leveraging Agentforce to elevate its personalized customer experiences, empowering employees with real-time insights to deliver exceptional service. A new era of AI-driven customer success Salesforce CEO Marc Benioff is confident that Agentforce represents the third wave of AI, surpassing traditional chatbots and copilots with its fully autonomous capabilities. “Agentforce is a revolutionary and trusted solution that seamlessly integrates AI across every workflow, embedding itself deeply into the heart of the customer journey. This means anticipating needs, strengthening relationships, driving growth, and taking proactive action at every touchpoint,” Benioff said. Unlike its predecessors, Agentforce operates independently, adapting to changing conditions using real-time data. Whether responding to a customer service inquiry, qualifying sales leads, or optimizing marketing campaigns, Agentforce makes timely, relevant decisions based on an organization’s custom settings. When more human oversight is required, the platform provides detailed summaries and recommendations to assist employees in making informed decisions. Agentforce’s scalability and future Salesforce’s ambitious goal is to empower one billion AI agents by the end of 2025. This bold vision stems from the understanding that 41% of employee time is often spent on repetitive, low-impact work, according to the Salesforce Trends in AI Report. By automating these tasks, Agentforce allows employees to focus on more strategic, high-value initiatives, creating a hybrid workforce that is more effective and adaptable. Benioff noted, “While others require you to DIY your AI, Agentforce offers a fully tailored, enterprise-ready platform designed for immediate impact and scalability. Our vision is bold, and this is what AI is meant to be.” As businesses worldwide continue to explore AI’s potential, Agentforce positions Salesforce as a leader in the next wave of AI innovation, where autonomous agents enhance every facet of business operations. With over 1,000 agents already active, the future of work is a dynamic blend of human expertise and AI-powered agents, enabling organizations to thrive in an increasingly competitive landscape. 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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October 3, 2024in Einstein 1 Platform, Salesforce Einstein, Salesforce Optimization
Paradigm Shifts That Changed Marketing
03Oct

Marc Benioff Interviewed

Salesforce, now one of the most influential companies in tech history, was founded by Marc Benioff after his successful tenure at Oracle. Having witnessed the potential of the internet, Benioff realized it would usher in a new era for delivering enterprise software through the cloud. However, this new approach demanded a complete overhaul of traditional business models, marketing strategies, and software development practices. Salesforce would embody this transformation, evolving over the decades into a platform supporting a diverse array of enterprise applications. Today, Salesforce’s flagship initiative is Agentforce, a pioneering wave of AI agents built on the Salesforce platform. This initiative, which I covered in detail earlier this month, exemplifies Benioff’s forward-thinking vision for AI. He passionately argues that Salesforce is well-positioned to lead in this space, and his insights on AI and its potential are as compelling as they are thought-provoking. Before diving into Agentforce and Benioff’s views on AI, it’s important to explore his early life and the founding of Salesforce. Benioff’s path to becoming the CEO of one of the most powerful software companies in the world was shaped by an early interest in technology. His first foray into software development was creating an app called “How to Juggle,” which he sold for $75 to CLOAD Magazine in Goleta, California. This early success marked the beginning of a long career in tech. Benioff went on to establish an Atari game company called Liberty Software and later wrote assembly code for the Mac as part of an internship. Despite his success as a software developer, he transitioned to a leadership role after realizing his interest in the broader business of technology. He credits his time at Oracle, where he learned the intricacies of sales, marketing, and customer communication, as critical to shaping his vision for Salesforce. Oracle, during Larry Ellison’s prime, was an ideal place to hone these business skills, which Benioff would later apply to revolutionize the enterprise software space. With this foundation, Benioff founded Salesforce, a company that has fundamentally changed the way businesses engage with technology. The company’s success lies not just in its cloud-based software, but in its ongoing evolution to address new challenges, including the AI-powered Agentforce initiative, which stands at the forefront of Salesforce’s future growth. Benioff’s journey, from a young programmer to the CEO of a global tech giant, is a testament to his visionary approach and adaptability in an ever-changing tech landscape. Marc Benioff’s early entrepreneurial instincts were evident even before he fully embraced the title of entrepreneur. From a young age, he knew he wanted to build something of his own, though he hadn’t yet honed the full set of skills needed to succeed in business. He had a knack for technology, excelling as a programmer working in assembly code, but his mentors, including university professors and colleagues at Apple, recognized that being an entrepreneur required more than just technical ability. They encouraged him to develop his sales, marketing, and business acumen. His early exposure to these lessons was pivotal in shaping his future trajectory. Benioff’s transition from a programmer to a business leader began when he sought advice from Bill Jost at Apple, who connected him with Gary Gibson, an Oracle executive. After a memorable and unexpected interview, Benioff joined Oracle, starting with a role answering calls at the company’s 800-number. He quickly moved into sales and marketing, eventually working directly with Larry Ellison, who would become a significant mentor over the next 13 years. Benioff’s success at Oracle set the stage for his eventual departure to start Salesforce in 1999. In the mid-1990s, while at Oracle, Benioff had an epiphany while using a web browser. The internet was transforming how software could be delivered, and Benioff saw the potential for a new business model based on cloud computing. At this time, Oracle was focused on the network computer—a vision Benioff did not fully share. After discussing his ideas with Larry Ellison and taking some time off for reflection and research, Benioff recognized that the world was on the cusp of a major shift in technology. He felt compelled to create something new that would leverage the internet, offering software over the web through a subscription model. During his time off, Benioff traveled to Hawaii, reflecting on the future of the tech industry and contemplating ideas. He also experimented with domain names, purchasing You.com and later gifting it to a friend who turned it into a search and AI company. Benioff returned to Larry Ellison to share his vision of a cloud-based business model and later found inspiration from spiritual gurus during a trip to India, who reminded him that success in business should also be grounded in positive values. Benioff’s experience led to the founding of Salesforce with its revolutionary 1-1-1 Model—dedicating 1% of equity, profit, and employee time to philanthropy. Salesforce also embraced emerging technologies such as social, mobile, and AI, and created a new business model through subscription-based services. This combination of technological innovation and a strong sense of social responsibility has set Salesforce apart, attracting both admiration and emulation from other companies. Benioff’s Career Benioff’s career is a testament to the power of surrounding oneself with great people, continuing to learn, and having a clear vision. His leadership at Salesforce has been guided by values he believes are crucial to the company’s success and its ability to make a positive impact on the world. His insights on the Innovator’s Dilemma, a concept popularized by Clayton Christensen, highlight the challenges companies face as they evolve with changing technologies. While Salesforce’s core principles remain intact, the company has continued to adapt to new technology paradigms, ensuring it remains at the forefront of innovation in the software industry. Marc Benioff (MB) recently shared his excitement about the future of AI and its potential to revolutionize business and technology. He explained that, from a business perspective, this is the most thrilling moment in his career. AI, according to him, will transform how enterprises operate, making them more

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October 3, 2024in Agentforce Platform, Data, Enterprise, Google, Hyperforce, Salesforce, Salesforce Data Cloud, Snowflake, Technology
Agentforce to the Team
03Oct

Supercharged Sales and Service Excellence

When sales and service teams are seamlessly aligned, organizations can transform every service interaction into a powerful opportunity to drive revenue and build customer loyalty. By delivering contextual, personalized offers at the right time, businesses can turn each customer touchpoint into a chance to solve problems, create value, and enhance engagement. With the help of real-time data and AI, we move beyond treating customer interactions as isolated events. Instead, we focus on understanding the unique needs and preferences of each customer, whether they’re reaching out for support, visiting a store, or engaging online. Every touchpoint becomes an opportunity to deliver tailored solutions, strengthen loyalty, and increase revenue. These examples are just a glimpse of the solutions we help our clients deploy. With our deep expertise in AI implementation and industry-specific insights, Tectonic is ideally positioned to guide you through activating AI agents that build on your successes. Our extensive experience across diverse sectors enables us to identify the most impactful opportunities for AI, ensuring tailored solutions that align with your business strategy. Tectonic’s proven approach ensures AI agents are deployed efficiently and effectively, driving ROI and delivering measurable results. Agentforce: Open, Extensible, and Transformative Agentforce is designed to foster smooth interactions between agents created on the platform and external agents and applications. With integration into Salesforce Data Cloud, it enables real-time data access for better, faster decision-making. Tectonic can help facilitate this interconnectivity across various channels and platforms, ensuring seamless operations. In a society that prioritizes digital, artificial intelligence is changing sales and service tactics. Adopting AI agents is crucial for business leaders to keep ahead of the competition and develop more effective and efficient methods of customer and employee support. AI agents are not just upgrades—they are transformative forces that redefine what’s possible. They empower organizations to move from envisioning possibilities to realizing a future of enhanced sales performance, streamlined operations, and unmatched customer satisfaction, all powered by AI. Salesforce’s Agentforce: Scaling Your Workforce with Autonomous AI Agents Agentforce provides fully customizable autonomous AI agents that can integrate with enterprise data and take action across sales, service, marketing, and commerce. The Agent Builder allows users to create agents that automate any business process, in any industry, using existing Salesforce tools such as workflows, Apex code, and prompt templates. Leading companies like The Adecco Group, BACA Systems, OpenTable, Saks, and Wiley are already leveraging Agentforce Service Agents to deliver faster, more personalized customer responses while improving operational efficiency. Salesforce (NYSE: CRM), the world’s #1 AI CRM, has announced the general availability of Agentforce. This new platform layer enables businesses to create and deploy AI agents that autonomously take action across any business function. Unlike traditional chatbots and copilots, Agentforce agents possess advanced reasoning abilities to make decisions and take actions such as resolving customer issues, qualifying sales leads, and optimizing marketing efforts. These agents operate independently—triggered by changes in data, business rules, pre-built automations, or external signals from APIs. Agentforce includes out-of-the-box agents that can be easily customized and deployed with low-code or no-code tools, working around the clock across any channel. The first of these, the Agentforce Service Agent, outperforms traditional chatbots by handling a wide range of tasks—from simple to complex—using pre-built topics and actions for customer support. These agents are fully customizable to serve various industries, such as retail with order management or financial services with billing and payment support. “Agentforce is redefining business possibilities, ushering in an era of AI-driven abundance and limitless workforces that enhance every employee’s capabilities, strengthen customer relationships, and fuel unprecedented growth,” said Marc Benioff, Chair and CEO of Salesforce. “Built on Salesforce’s trusted, fully customizable platform—integrating enterprise data, metadata, AI models, workflows, security, and applications—Agentforce is everything AI was meant to be.” The Power of Agentforce With Agentforce, there’s no need for DIY AI. Unlike other platforms that require complex integrations and custom builds, Agentforce is natively built into the Salesforce Platform. Customers can instantly convert their existing Flows, prompt templates, Apex code, and APIs into agent actions, seamlessly connecting to enterprise data and security models. With the added power of native tools like Data Cloud, Slack, and MuleSoft, Agentforce offers a streamlined and efficient approach to scaling your workforce with AI. The new Agent Builder empowers Salesforce admins and developers to easily create AI agents with natural language instructions and guardrails, enabling even more customization and control. 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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October 3, 2024in Agentforce Platform, Data, Enterprise, Mulesoft, Salesforce, Salesforce Data Cloud

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