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What is Salesforce Health Cloud
11Jul

Explore Salesforce Health Cloud

Empower Your Healthcare Team with Salesforce Health Cloud Equip your healthcare team with comprehensive 360-degree views that help connect and engage every patient, member, employee, and partner. Explore Salesforce Health Cloud Explore Health Cloud Understanding the capabilities of this platform is the first step to transforming your organization’s patient management. Let’s explore what Health Cloud offers to various types of healthcare organizations. Introducing Salesforce Health Cloud: A CRM Solution for Patient Management Over 600 companies, including industry leaders like Lilly, Pacific Clinics, United Healthcare, Progyny, Stanley Healthcare, and Humana, trust Salesforce Health Cloud for their patient management needs. As the healthcare industry rapidly evolves, effective patient information management is essential. This insight looks into Salesforce Health Cloud’s capabilities, features, integration options, and benefits, including its security architecture. What is Health Cloud? Salesforce Health Cloud is a cloud-based technology designed specifically for the healthcare industry. It centralizes patient information, giving healthcare professionals a complete view of patient records, enabling more effective treatments and better patient care. Key Capabilities of Salesforce Health Cloud Salesforce Health Cloud is a robust platform offering key capabilities such as: Salesforce in the Healthcare Industry Salesforce is increasingly popular among healthcare organizations for several reasons: Salesforce Health Platform Features Salesforce Health Cloud offers three main sets of features: Salesforce Health Cloud Architecture The architecture of Salesforce Health Cloud includes: Salesforce Health Cloud Security Salesforce Health Cloud is designed to securely manage healthcare data, featuring: Revolutionizing Healthcare Delivery with Salesforce Health Cloud Salesforce Health Cloud is designed for healthcare organizations to automate processes and provide personalized patient care. Since its launch in 2016, Health Cloud has evolved to address the complexities of the healthcare industry, including the introduction of Customer 360 for Health, an AI-driven healthcare solution. Why Choose Salesforce Health Cloud? Salesforce Health Cloud connects healthcare teams to ensure that patients receive the right care, supported by multi-layered security to protect sensitive patient data. It integrates clinical and non-clinical patient data, streamlining workflows and enhancing patient satisfaction. Top Features of Salesforce Health Cloud Key features include Patient 360, Care Plans, Care Coordination, Health Timeline, and Einstein Analytics for Healthcare, among others. Salesforce has also introduced AI-powered innovations under the Patient 360 for Health initiative, enhancing patient care and operational efficiency. Integration with MuleSoft Salesforce Health Cloud’s integration with MuleSoft allows organizations to connect with existing healthcare systems, ensuring accurate and up-to-date patient information, unlocking the full potential of their data, and improving decision-making. Conclusion Salesforce Health Cloud is more than just a platform—it’s a comprehensive solution for managing doctor-patient interactions, recordkeeping, and delivering personalized care. By leveraging Health Cloud, healthcare organizations can transform patient experiences, streamline processes, and ensure data security and compliance, positioning themselves for a brighter future in healthcare. 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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July 11, 2024in Mulesoft, Salesforce Health Cloud, Salesforce Marketing Cloud, Salesforce Shield
Generative AI for Tableau
11Jul

Generative AI for Tableau

Tableau’s first generative AI assistant is now generally available. Generative AI for Tableau brings data prep to the masses. Earlier this month, Tableau launched its second platform update of 2024, announcing that its first two GenAI assistants would be available by the end of July, with a third set for release in August. The first of these, Einstein Copilot for Tableau Prep, became generally available on July 10. Tableau initially unveiled its plans to develop generative AI capabilities in May 2023 with the introduction of Tableau Pulse and Tableau GPT. Pulse, an insight generator that monitors data for metric changes and uses natural language to alert users, became generally available in February. Tableau GPT, now renamed Einstein Copilot for Tableau, moved into beta testing in April. Following Einstein Copilot for Tableau Prep, Einstein Copilot for Tableau Catalog is expected to be generally available before the end of July. Einstein Copilot for Tableau Web Authoring is set to follow by the end of August. With these launches, Tableau joins other data management and analytics vendors like AWS, Domo, Microsoft, and MicroStrategy, which have already made generative AI assistants generally available. Other companies, such as Qlik, DBT Labs, and Alteryx, have announced similar plans but have not yet moved their products out of preview. Tableau’s generative AI capabilities are comparable to those of its competitors, according to Doug Henschen, an analyst at Constellation Research. In some areas, such as data cataloging, Tableau’s offerings are even more advanced. “Tableau is going GA later than some of its competitors. But capabilities are pretty much in line with or more extensive than what you’re seeing from others,” Henschen said. In addition to the generative AI assistants, Tableau 2024.2 includes features such as embedding Pulse in applications. Based in Seattle and a subsidiary of Salesforce, Tableau has long been a prominent analytics vendor. Its first 2024 platform update highlighted the launch of Pulse, while the final 2023 update introduced new embedded analytics capabilities. Generative AI assistants are proliferating due to their potential to enable non-technical workers to work with data and increase efficiency for data experts. Historically, the complexity of analytics platforms, requiring coding and data literacy, has limited their widespread adoption. Studies indicate that only about one-quarter of employees regularly work with data. Vendors have attempted to overcome this barrier by introducing natural language processing (NLP) and low-code/no-code features. However, NLP features have been limited by small vocabularies requiring specific business phrasing, while low-code/no-code features only support basic tasks. Generative AI has the potential to change this dynamic. Large language models like ChatGPT and Google Gemini offer extensive vocabularies and can interpret user intent, enabling true natural language interactions. This makes data exploration and analysis accessible to non-technical users and reduces coding requirements for data experts. In response to advancements in generative AI, many data management and analytics vendors, including Tableau, have made it a focal point of their product development. Tech giants like AWS, Google, and Microsoft, as well as specialized vendors, have heavily invested in generative AI. Einstein Copilot for Tableau Prep, now generally available, allows users to describe calculations in natural language, which the tool interprets to create formulas for calculated fields in Tableau Prep. Previously, this required expertise in objects, fields, functions, and limitations. Einstein Copilot for Tableau Catalog, set for release later this month, will enable users to add descriptions for data sources, workbooks, and tables with one click. In August, Einstein Copilot for Tableau Web Authoring will allow users to explore data in natural language directly from Tableau Cloud Web Authoring, producing visualizations, formulating calculations, and suggesting follow-up questions. Tableau’s generative AI assistants are designed to enhance efficiency and productivity for both experts and generalists. The assistants streamline complex data modeling and predictive analysis, automate routine data prep tasks, and provide user-friendly interfaces for data visualization and analysis. “Whether for an expert or someone just getting started, the goal of Einstein Copilot is to boost efficiency and productivity,” said Mike Leone, an analyst at TechTarget’s Enterprise Strategy Group. The planned generative AI assistants for different parts of Tableau’s platform offer unique value in various stages of the data and AI lifecycle, according to Leone. Doug Henschen noted that the generative AI assistants for Tableau Web Authoring and Tableau Prep are similar to those being introduced by other vendors. However, the addition of a generative AI assistant for data cataloging represents a unique differentiation for Tableau. “Einstein Copilot for Tableau Catalog is unique to Tableau among analytics and BI vendors,” Henschen said. “But it’s similar to GenAI implementations being done by a few data catalog vendors.” Beyond the generative AI assistants, Tableau’s latest update includes: Among these non-Copilot capabilities, making Pulse embeddable is particularly significant. Extending generative AI capabilities to work applications will make them more effective. “Embedding Pulse insights within day-to-day applications promises to open up new possibilities for making insights actionable for business users,” Henschen said. Multi-fact relationships are also noteworthy, enabling users to relate datasets with shared dimensions and informing applications that require large amounts of high-quality data. “Multi-fact relationships are a fascinating area where Tableau is really just getting started,” Leone said. “Providing ways to improve accuracy, insights, and context goes a long way in building trust in GenAI and reducing hallucinations.” While Tableau has launched its first generative AI assistant and will soon release more, the vendor has not yet disclosed pricing for the Copilots and related features. The generative AI assistants are available through a bundle named Tableau+, a premium Tableau Cloud offering introduced in June. Beyond the generative AI assistants, Tableau+ includes advanced management capabilities, simplified data governance, data discovery features, and integration with Salesforce Data Cloud. Generative AI is compute-intensive and costly, so it’s not surprising that Tableau customers will have to pay extra for these capabilities. Some vendors are offering generative AI capabilities for free to attract new users, but Henschen believes costs will eventually be incurred. “Customers will want to understand the cost implications of adding these new capabilities,”

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July 11, 2024in Generative AI, Salesforce Data Cloud
Data Protection Improvements from Next DLP
11Jul

Data Protection Improvements from Next DLP

Insider risk and data protection company Next DLP has unveiled its new Secure Data Flow technology, designed to enhance data protection for customers. Integrated into the company’s Reveal Platform, Secure Data Flow monitors the origin, movement, and modification of data to provide comprehensive protection. Data Protection Improvements from Next DLP. This technology can secure critical business data flow from any SaaS application, including Salesforce, Workday, SAP, and GitHub, to prevent accidental data loss and malicious theft. “In modern IT environments, intellectual property often resides in SaaS applications and cloud data stores,” said John Stringer, head of product at Next DLP. “The challenge is that identifying high-impact data in these locations based on its content is difficult. Secure Data Flow, through Reveal, ensures that firms can confidently protect their most critical data assets, regardless of their location or application.” Next DLP argues that legacy data protection technologies are inadequate, relying on pattern matching, regular expressions, keywords, user-applied tags, and fingerprinting, which only cover a limited range of text-based data types. The company highlights that recent studies indicate employees download an average of 30 GB of data each month from SaaS applications to their endpoints, such as mobile phones, laptops, and desktops, emphasizing the need for advanced data protection measures. Secure Data Flow tracks data as it moves through both sanctioned and unsanctioned channels within an organization. By complementing traditional content and sensitivity classification-based approaches with origin-based data identification, manipulation detection, and data egress controls, it effectively prevents data theft and misuse. This approach results in an “all-encompassing, 100 percent effective, false-positive-free solution that simplifies the lives of security analysts,” claims Next DLP. “Secure Data Flow represents a novel approach to data protection and insider risk management,” said Ken Buckler, research director at Enterprise Management Associates. “It not only enhances detection and protection capabilities but also streamlines data management processes. This improves the accuracy of data sensitivity recognition and reduces endpoint content inspection costs in today’s diverse technological environments.” 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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July 11, 2024in Generative AI, Salesforce Data Cloud, Salesforce Optimization
New Approaches to UI UX
10Jul

New Approaches to UI UX

Ever-Updating Collection of New Approaches to UI/UX in the AI Era Dials, Knobs, and Sliders Physical knobs, digital sliders, and quadrant “dials” are being used to fine-tune AI responses and inputs. For example, Figma’s new Figma Slides features a novel UX where you can adjust the tone of generated text with a slider. Moving the orange indicator lets you blend between casual and professional tones, or concise and expanded content. This idea was spotted in a demo shared by Twitter user Johannes Stelzer. While I don’t have all the details, the concept is fantastic. For a personal example, I built a Chrome extension that summarizes any webpage. You can adjust the length of the output using sliders. Want a four-word summary? Slide it down. Prefer a detailed essay? Slide it up. Node-and-Edge Graph LangGraph Studio uses a node-and-edge system to visualize logic flows in LangChain Agents. Each node represents a “micro-agent” completing a specific task, and the edges show the connections between them. This modular approach allows users to build complex agents from simple, connected building blocks. The Infinite Canvas An infinite canvas provides an open, continuous workspace for limitless creativity. Examples include Figma, FigJam, TLDraw, and Visual Electric. Here’s a peek at Visual Electric’s canvas in action. Figma and FigJam also use this concept to inspire creativity. In one example, Julie W. Design is brainstorming with FigJam AI on an infinite canvas. Another example combines Claude’s Artifacts and TLDraw’s infinite canvas for nearly instant site-building capabilities. Voice Input While voice input isn’t new, it feels more natural within AI chat interfaces, popularized by OpenAI’s ChatGPT. David Lam points out that voice input works seamlessly with this mental model of a chat interface. Dot by New.Computer integrates voice input elegantly, alongside its text-based interactions. Notably, the interface includes a “pinch-out” gesture to access a hidden card view, showcasing Jason Yuan’s mastery of fluid, innovative UI design. Visual Interface AI tools are also embracing visual input. For example, OpenInterpreter uses a webcam to “read” a sticky note held up by Killian, then connects to Wi-Fi based on the written info. Side-by-Side Layout In this UI approach, a chat window appears on the left while results or outputs are shown on the right. This layout works well on desktop but requires swipes or tabs for mobile. Here are a few examples: Whole-Body Interface This example demonstrates how MediaPipe tracks body gestures to produce results. While it may rely on machine learning more than traditional AI, the outcome is undeniably cool! 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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July 10, 2024in Salesforce
Autodesk Enhancements with Einstein 1
09Jul

Autodesk Enhancements with Einstein 1

Autodesk Enhances Customer Service and Agent Productivity with Salesforce AI Integration Autodesk, a leader in 3D design, engineering, and entertainment software, has strengthened its partnership with Salesforce by incorporating Salesforce AI technology into its service agent workflow. This integration aims to boost agent productivity and enhance customer satisfaction. Autodesk Enhancements with Einstein 1. Impact of Salesforce Integration By leveraging Salesforce’s CRM, trusted AI, and data solutions, Autodesk has unified data access and developed an AI-powered self-service application. This initiative aims to foster deeper customer relationships and enhance employee productivity. The integration with Salesforce is transforming Autodesk’s customer engagement and agent workflow efficiency. Key Benefits for Autodesk Accelerating Self-Service: Autodesk uses the Einstein 1 Platform, which employs AI to create actionable data and streamline processes. This has enabled the development of a comprehensive, intuitive service cloud application for Autodesk’s team. At the conclusion of customer-agent interactions, Einstein for Service generates AI-powered case summaries, reducing the time agents spend summarizing chats by 63%. Creating Frictionless Experiences: MuleSoft has been pivotal in advancing Autodesk’s automation strategy by providing integrated and unified data access across cloud solutions. This has allowed Autodesk to modernize, simplify, and connect existing SaaS applications, resulting in smoother operations. Minimizing Disruption: Salesforce Professional Services provides real-time, 24/7 monitoring, equipping Autodesk with tools to identify and resolve potential performance issues before they affect customers. Salesforce also enhances data access monitoring, leading to a 30% reduction in ongoing maintenance. Customer Perspective Prakash Kota, SVP and CIO of Autodesk, expressed enthusiasm for the partnership: “We are thrilled to partner with Salesforce as Autodesk continues to innovate, grow, and scale with the customer at the center of our business. Our teams are excited to put generative AI to work across the enterprise, enhancing the productivity of our service agents. Saving time on tasks enables our employees to focus on higher-value work.” This partnership underscores Autodesk’s commitment to customer-centric innovation and operational efficiency, leveraging Salesforce’s advanced technologies to drive continued growth and customer satisfaction. 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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July 9, 2024in Einstein 1 Platform, Generative AI, Mulesoft, Salesforce, Salesforce Einstein
Salesforce Agentforce Platform
08Jul

Salesforce Agentforce Platform

Salesforce CEO Marc Benioff has hinted at the upcoming launch of a new AI and automation platform geared towards customer support. Salesforce Agentforce Platform. In anticipation of September’s Dreamforce event, Benioff used X, formerly Twitter, to offer a sneak peek into the platform, specifically highlighting its customer-facing “Einstein Service Agent.” In his post, Benioff underscores the essential features of the virtual agent, emphasizing how it will seamlessly blend digital and human-assisted support to expedite case resolutions. This blended experience appears to build upon the technology integrated into Salesforce following its acquisition of Airkit.ai in 2023. Airkit.ai provides a low- to no-code bot-building platform that empowers businesses to orchestrate AI-driven conversational experiences. Primarily used for service automation, Airkit enables firms to design and automate complex cross-platform workflows, enhancing automated customer interactions across Salesforce applications. The Einstein Service Agent, positioned within Salesforce’s broader Einstein 1 vision, leverages Data Cloud to create a unified, cross-functional data ecosystem. Benioff hints at the agent’s capability to span service, sales, marketing, and commerce functionalities, underscoring its pivotal role within the Salesforce ecosystem. Expanding on Airkit.ai’s foundational capabilities, Salesforce has integrated Mulesoft to enable insights triggering cross-platform automations, alongside real-time data harmonization within Data Cloud. Moreover, the platform now incorporates generative AI (GenAI), enhancing its ability to interpret text, images, and audio/video for diverse customer engagement scenarios. Despite these advancements, Benioff acknowledges that no virtual agent, even with GenAI augmentation, can resolve every customer query alone. Salesforce ensures omnichannel transfers and human handoffs to address more complex issues effectively. In an era where many vendors offer similar conversational AI capabilities, Salesforce distinguishes itself through ecosystem integration and orchestration. Benioff emphasizes the value of low- to no-code workflow orchestration, democratizing AI technology for non-programmers and fostering an inclusive AI revolution. Expect Benioff to elaborate further on these themes and unveil more details about the Agentforce Platform during his keynote at the 2024 Dreamforce event. 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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July 8, 2024in Generative AI, Mulesoft
Salesforce Sandboxes Explained
08Jul

Salesforce Sandboxes Explained

What is a Salesforce Sandbox? A Salesforce Sandbox is a duplicate of your live production environment, offering a safe and isolated space for developers and administrators to test new features, configurations, and code changes. This environment ensures that you can experiment without affecting your live data, allowing for thorough validation before changes are deployed to production. By mimicking the production setup, a sandbox helps identify and fix issues early, leading to more stable applications and a more reliable development process. Salesforce Sandboxes play a crucial role in ensuring the quality and functionality of applications. They provide a secure environment to conduct rigorous testing, allowing teams to catch errors and make improvements before affecting end users. This controlled environment fosters innovation while minimizing the risk of disruptions. Types of Salesforce Sandboxes Salesforce offers different sandbox types, each designed to meet various development and testing needs. Choosing the right sandbox depends on the scope and complexity of the project. 1. Developer Sandbox A Developer Sandbox is ideal for individual developers working on isolated tasks. It includes a copy of the production environment’s metadata but no actual data. This sandbox allows developers to build and test new features or configurations without impacting each other’s work. With daily refreshes, it provides an agile development environment for quick iterations. 2. Developer Pro Sandbox Similar to the Developer Sandbox, the Developer Pro Sandbox has more storage capacity and includes some data. This makes it suitable for larger development projects, where more comprehensive testing is required. It’s perfect for data-intensive tasks and collaborative development, allowing multiple developers to work on shared projects. 3. Partial Copy Sandbox A Partial Copy Sandbox includes all metadata and a sample of production data, making it useful for functional testing and user acceptance testing (UAT). It allows teams to validate application performance with real data, helping uncover data-specific issues. It can be refreshed every five days, providing an accurate testing environment without needing a full data set. 4. Full Copy Sandbox The most comprehensive option, a Full Copy Sandbox replicates the entire production environment, including all data and metadata. This sandbox is ideal for final testing, load testing, and staging before deployment. By mirroring production, it ensures that any changes or updates function seamlessly when deployed to live systems. How to Create a Sandbox in Salesforce How to Refresh a Sandbox in Salesforce Refreshing a sandbox updates it with the latest data and configurations from the production environment. Here’s how to do it: Salesforce Sandbox Templates Sandbox Templates allow you to define specific data and metadata to include in your sandbox. These templates ensure a more tailored environment for testing and development activities. 1. Developer Sandbox Template This template includes metadata from the production environment and is perfect for developers who don’t need production data, allowing them to focus on configurations and code. 2. Developer Pro Sandbox Template Similar to the Developer Sandbox Template but with more storage and data, this is suited for more complex projects requiring integration and quality assurance testing. 3. Partial Copy Sandbox Template Ideal for testing with actual data, this template allows you to include a subset of production data for validation and scenario-based testing. 4. Full Copy Sandbox Template A complete replica of your production environment, this template supports full-scale performance testing and final staging before deployment. Frequently Asked Questions By utilizing Salesforce Sandboxes, your team can ensure thorough development, testing, and training processes, leading to better performance and greater confidence in your Salesforce projects. 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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July 8, 2024in Salesforce
Cool AI Tools for Business
07Jul

Cool AI Tools for Business

This insight is to share the best AI tools to save you time and money. Instead of listing them with zero explanation, we show you how to use these tools and what we’ve created with them. Cool AI Tools for Business. You can then customize it manually or with AI. Although Decktopus is great, it’s not the only AI presentation tool out there. Just submit a video clip of yourself talking in any language. Read the instructions to ensure the AI can learn effectively. If you don’t want to clone yourself, use HeyGen to create presentations by choosing a voice actor and giving it a script. It supports any language, just like your AI clone. One of the coolest things about this tool is a way to create a really nice professional headshot. 4. Murf AI: Text-to-Speech AIMurf AI turns text into realistic voices for ads, voiceovers, translations, and more. Unlike old text-to-speech synthesizers, Murf uses professional voice actors in multiple languages. As a business person, use Murf for voiceovers, sales pitches, and more. You can create similar clips in different languages and voices. ContentShake’s content editor suggests improvements for your posts. This tool can help draft content and draw inspiration. For example, we asked it to create a blogging site about “How to use Artificial Intelligence in business and sales,” and got results in about a minute. You can customize the site by clicking and dragging elements. It’s great for small businesses without professional web designers. 8. Grammarly: AI ProofreaderGrammarly analyzes your text in every window, spotting and highlighting mistakes. We use it every day at Tectonic. Grammarly makes it easy to fix mistakes with suggested corrections. It’s a Chrome extension, so it works in every tab. However, ChatGPT makes silly assumptions and hallucinations. It predicts words but doesn’t know or experience things. As a content writer, you may struggle as you find it can’t write engaging blog posts that attract visitors. Test these Cool AI Tools for Business, as most are free, saving you time and money so you can focus on your business! 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 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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July 7, 2024in Generative AI
Aura Components
06Jul

Aura Components Summer 24

Aura components are fundamental building blocks of an application, designed for reusability and encapsulation of functionality within the Salesforce platform. They can range in scope from a single UI element to an entire application module. Key Points: In essence, Aura components empower developers to create modular, scalable applications within Salesforce, leveraging prebuilt components and adhering to the principles of encapsulation and event-driven architecture. 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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July 6, 2024in Salesforce
Fifth Industrial Revolution
04Jul

Fifth Industrial Revolution

On this Fourt of July, it seems like a good time to discuss the Fifth Industrial Revolution (5IR), also referred to as Industry 5.0, represents a paradigm shift emphasizing collaborative integration between humans and advanced technologies to foster sustainable and human-centric industrial practices. Building upon the digital innovations of the Fourth Industrial Revolution, 5IR aims to merge technological advancements with human ingenuity to develop ethical, inclusive, and environmentally sustainable solutions. What is the Fifth Industrial Revolution? Industrial Revolution 5.0: The Transformation of The Modern Manufacturing Process to Enable Man and Machine to Work Hand in Hand. The fifth IR, also known as Industry 5.0, is characterized by advanced technologies like artificial intelligence (AI), the Internet of Things (IoT), and robotics. These technologies are being integrated into manufacturing processes, leading to highly connected and intelligent production systems. The concept of the Fifth Industrial Revolution, often discussed globally following the Fourth Industrial Revolution, incorporates themes such as sustainability, human-centered approaches, and environmental considerations. Unlike its predecessor, which focused on technological transformations such as AI, IoT, and big data within specific industrial sectors or company units, 5IR seeks broader transformation across industries, companies, and departments. This evolution addresses the limitations of the Fourth Industrial Revolution by integrating global environmental sustainability, human preferences, and circular economy initiatives. What are the challenges of the fifth IR? The greatest challenge of the fifth ir is not driven by technology but by humanity. We attach particular concern to the digital technology as it induces a false perception of the reality, and disentangles the human-to-human engagement. Initiatives of Countries in the Fifth IR To address the shortcomings of the Fourth Industrial Revolution, various countries are advancing deeper and broader concepts under the banner of the Fifth Industrial Revolution. Initiatives include: Key Technologies of the Fifth Industrial Revolution Central to the Fifth IR are technologies that promote human-machine collaboration and sustainability: Summary The 4IR prioritizes interconnected technologies and smart devices that provide value (e.g., the IoT as connections among machines). In the 5IR though, humans and machines (not only machines with one another) metaphorically begin to dance—interacting, engaging, and collaborating regularly The 5th Industrial Revolution represents a significant advancement over its predecessor by integrating technological prowess with human values and environmental stewardship. It promotes collaborative, sustainable, and resilient industrial practices on a global scale, facilitated by advanced technologies that enhance productivity, quality, and innovation across diverse sectors. In conclusion, as countries and industries transition towards Industry 5.0, the integration of AI, IoT, robotics, and biotechnology heralds a new era of industrial transformation that not only enhances economic competitiveness but also addresses global challenges through innovative, sustainable solutions. Industry 6.0(Future Concept), also known as the sixth industrial revolution, is characterized by using advanced technologies such as quantum computing, and nanotechnology over the pre-built Industry 5.0 architecture. What is the 7th industrial revolution? Biointelligence and Synthetic Biology: The Seventh Industrial Revolution might witness the convergence of AI and biotechnology, leading to the creation of biologically inspired or synthetic intelligent entities. 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 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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July 4, 2024in Salesforce Einstein
AI Agents in Line at HR
03Jul

AI Agents in Line at HR

AI Agents in Line at HR may only be a satirical cartoon for a very short time. Sorry, Farside, but your AI bits may not be able to keep up with AI. July, 2034 — A new software unicorn has just emerged inbehind a bar in a pub in East London. Unicorn, by the way, descibes a startup company valued at over $1 billion, not necessarily with a billion dollar concept. Back to East London behind the soggy bar. Hey, its our fantasy. Besides if Amazon can start in a garage, isn’t anything possible? The CEO logs in as usual and gathers daily updates from the team. The Chief Technology Officer is suggesting a new feature to deploy. The Chief Product Officer wants to redesign the CRM (or whatever CRM has evolved to) integration. The Chief Revenue Officer is showing off the new pipeline, forecast by Accountant in a Box. The Chief Customer Officer is discussing the latest customer levitation tools and product feedback. The Chief Information Security Officer has found a new privacy conflict, which they are addressing with a newly-revised infrastructure set-up. And the Head of HR is fretting about the latest round of IT candidates. This sounds like every software business you’ve ever heard of. But the difference is that the CEO’s teammates are entirely AI, not human: The CTO is Lovable. The CPO is Cogna. The CCO is Gradient Labs. The CRO is 11x. The CISO is Zylon. Back to 2024: The Rise of AI Agents In 2024, the hottest topic in software is AI agents, or Agentic AI. Founders are rapidly standing up agentic applications that can solve specific needs in functions like sales and customer services — without a human required. Software buyers, seeing real opportunities to quickly improve their P&L, are swiftly building or purchasing these agentic products. Investors have poured hundreds of millions of dollars into startups in this space in recent months. Even Salesforce wasn’t launched with a silver AI spoon in its mouth. Salesforce began investing in artificial intelligence (AI) in 2014, when the company started acquiring machine learning startups and announced its Customer Success Platform. In 2016, Salesforce launched Einstein, its AI platform that supports several of its cloud services. Einstein is built into Salesforce products and includes features like natural language processing, machine learning, and predictive analytics. It helps organizations automate processes, make decisions based on insights, and improve the customer experience. YouTube How To Increase Revenue Using AI for CRM: Salesforce … Feb 12, 2024 — What is Salesforce Einstein? Salesforce Einstein is the first trusted artifici… TechForce Services How does Salesforce Use AI for Business Growth? Jan 31, 2024 — Powered by technologies like Machine Learning, Natural Language Processing, im… saasguru · LinkedIn · 7mo History of Salesforce AI From Predictive to Generative – LinkedIn Published Nov 27, 2023. In 2014, Salesforce, under the visionary leadership of… Twistellar AI in Salesforce: History, Present State and Prospects Organizations generate tons of data on marketing and sales, and surely your sales managers… Wikipedia Salesforce – Wikipedia In October 2014, Salesforce announced the development of its Customer Success Platform. Less than ten years ago, folks. Salesforce’s large database of data has helped the company address AI challenges quickly and with quality. The company’s data cloud offering provides AI with the right information at the right time, which can reduce friction and improve the customer experience.  Salesforce’s AI-powered solutions include: To catalyze this evolution, Salesforce strategically acquired RelateIQ in 2014. This move injected machine learning into the Salesforce ecosystem, capturing workplace communications data and providing valuable insights. Europe is home to many of these exciting companies. For example, H, a French AI agent startup, raised a $220 million seed round in May. Beyond RPA: The New Wave of AI Agents AI agents represent a significant step-change from Robotic Process Automation (RPA) bots, which, as explored last year, have several limitations due to their deterministic nature. Next-generation AI agents are non-deterministic, meaning that instead of stopping at a “dead end,” they can learn from mistakes and adjust their series of tasks. Not entirely unlock the mouse running the same maze over and over for the cheese. Eventually Mr. Squeakers learns which paths are dead ends and avoids them by making better choices at intersections. In AI Agents this makes them suited to complex and unstructured tasks and means they can transform the journey from intent to implementation in software development. They can deliver “pure work,” rather than acting only as a helpful co-pilot. The rise of AI agents is not only an opportunity to expand automation beyond what is possible with RPA but also to broadly redefine how knowledge work is performed. And by who. And even how is it defined. Given the right guardrails, next-generation AI agents have the potential to effectively and safely replace knowledge workers in many business scenarios. AI Agents in Action These agents are about to revolutionize the world of work as we know it and are already getting started. For example, Klarna recently revealed that its AI agent system handled two-thirds of customer chats in its first month in operation. While HR may not be swamped with AI CVs yet, it is certainly fathomable. One would suppose those candidates would have to be reviewed and interviewed by IT, not just HR. Here’s another deep thought. The internet of things (IoT) first appeared in a speech by Peter T. Lewis in September 1985. The Internet of Things (IoT) is a network of physical devices that can collect and transmit data over the internet using sensors, software, and other technologies. IoT devices can communicate with each other and with the cloud, and can even perform data analysis and be controlled remotely. The IoT concept was smart homes, health care environments, office spaces, and transportation. Only recently have we begun to think of the IoT as including the actual computers, or AI, in addition to sensored devices. It isn’t exactly a chicken and the egg question, but more of a

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July 3, 2024in Generative AI
RevOps Sute for Salesforce Data Management
03Jul

RevOps Suite for Salesforce Data Management

Traction Complete Launches Revolutionary “RevOps Data Management Suite for Salesforce” In an era where artificial intelligence (AI) is revolutionizing business, Traction Complete is proud to announce the launch of “The RevOps Data Management Suite for Salesforce.” This groundbreaking suite is the first data management solution designed specifically for Revenue Operations professionals, empowering users to fully leverage their data by ensuring it is clean, connected, and ready for AI adoption. RevOps Sute for Salesforce Data Management. Importance of Data Integrity “The importance of clean and connected data can’t be stressed enough, especially in the age of AI. Without a solid foundation of reliable data, businesses are navigating in the dark, unable to make strategic decisions.” David Nelson, CEO of Traction Complete RevOps Suite for Salesforce Data Management Stephen Daniels, Vice President of Revenue Operations at Cresta, echoes this sentiment: “There is a cost to bad data. If we didn’t have a solution like Traction Complete in the first place to scale off, we would be building on a bad foundation that would cause hundreds of thousands of dollars of headaches in the future.” The Impact of Poor Data Poor data is more than just a nuisance; it’s a significant barrier to success. And it is expensive. It leads to distrust in CRM systems and lost productivity, ultimately impacting business revenue. Traction Complete’s mission is to tackle these challenges head-on, ensuring that data is accurate and seamlessly integrated across the Salesforce platform. This foundation enables businesses to adopt the latest technology seamlessly. Recent findings from McKinsey highlight the critical role of data quality in AI adoption: “Fifty-six percent of companies say ‘inaccuracy’ is the biggest risk posed by adopting generative AI. Yet only 32% of companies have systems in place for mitigating such inaccuracies.” Expertise and Innovation Traction Complete, born from the recently Salesforce-acquired Traction on Demand, draws on over 1.4 million hours of consulting experience to build trusted data management solutions that improve data quality. “At the pace that AI and machine learning are expanding and changing how we operate, businesses can’t afford to overlook the importance of data quality. Any businesses not setting their data foundation right now will be left behind,” adds Nelson. The Future of Data Management As organizations continue to navigate the complexities of digital transformation, the message is clear: the time to invest in data management is now. With the RevOps Data Management Suite for Salesforce, Traction Complete is leading the way, providing the tools necessary for businesses to thrive in the age of AI and beyond. 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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July 3, 2024in Generative AI, Salesforce, Salesforce Tableau
Best Practices for RAG LLM
02Jul

Best Practices for RAG LLM

Best Practices for Building a RAG LLM Chatbot In today’s competitive landscape, a robust Retrieval-Augmented Generation (RAG) Large Language Model (LLM) chatbot can provide a significant edge. However, implementing such a system involves multiple steps and challenges. Below is a guide to help you navigate this journey effectively. 1. Define Clear Objectives Start by identifying your goals: A clear purpose will drive your design and implementation decisions. 2. Prepare Your Data Your chatbot’s success relies heavily on the quality and structure of your data. Assess Your Data Format: Enrich Your Data: 3. Select the Right Platform Choose a platform based on your goals and data type. Common architectures include: Standard RAG with Vector Databases: Relational Databases: Hybrid Text Search: Graph Databases: 4. Fine-Tune the Model While RAG often enriches data without altering the base model, fine-tuning may be essential in specific scenarios, such as: You can fine-tune open-source models directly or use OpenAI’s APIs for custom training. OpenAI also offers domain-specific GPTs, which can save development time. 5. Master Prompt Engineering Crafting precise prompts is critical to guide LLM responses. Prompts generally include: Example for Elasticsearch: javascriptCopy codeYour task is to create a valid Elasticsearch DSL query. Given the mapping: “`{mapping}“`, translate the query: “`{query}“` into JSON. – Use only fields from the mapping. – Ensure case-insensitivity and support fuzzy matches. – Compress the JSON output, removing spaces. For advanced prompt strategies, see Modern Advances in Prompt Engineering. 6. Iterative Testing Testing machine learning models is inherently complex. Key strategies: 7. Optimize the Front-End Collaborate with UI/UX teams to integrate LLM capabilities seamlessly. Consider: 8. Avoid Common Pitfalls Looking Ahead The rise of LLMs has transformed how we think about search and chatbot applications. While we’re in the early stages, the possibilities are immense. Businesses that adapt and strategically integrate these technologies will unlock innovative opportunities and thrive in the evolving 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 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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July 2, 2024in Data
Summer 24 Release Updates
30Jun

Summer 24 Release Updates

Salesforce’s Summer 24 release updates are designed to help teams work more efficiently with innovations in data, AI, CRM, and trust. These updates aim to save businesses time and enhance the end-user experience with improved search results, personalized experiences, and more. Highlights of Salesforce’s Summer 2024 Updates Activate and Publish a Store Without a Custom Domain Previously, B2B Commerce Lightning Web Runtime (LWR) required purchasing and configuring a custom CDN domain to log in to the storefront, even for demo purposes. Now, users can activate and view the storefront before setting up a custom domain, saving both time and costs. The custom domain and CDN can be configured when ready to go live. Include Attachments When Importing Products Adding attachments to products during import was a manual and time-consuming process. Now, users can include document URLs in the CSV file during product data import, consolidating vital product information and reducing the potential for human error. Implement Einstein Semantic Search Highlighted again from the Spring 2024 release, Einstein Semantic Search is crucial for commerce. It improves search relevance, reduces bounce rates, and increases conversion rates by recognizing synonyms, alternate spellings, abbreviations, typos, and more. Integrate Data Cloud with Enhanced LWR Sites In the context of walled gardens and cookie deprecation, using owned data is critical for future readiness and better customer experiences. Integrating Data Cloud with enhanced LWR sites allows for the collection of user data, such as profile information and site engagement. This data builds user profiles, creates analytics, suggests personalized recommendations, and enhances site personalization. See a Summary of a User’s Permissions and Access Previously, viewing a user’s permissions required multiple clicks and accessing various locations. The new User Access Summary feature displays all permissions directly on the user’s detail page, streamlining the troubleshooting and access management process. These enhancements in Salesforce’s Summer 2024 release are aimed at improving efficiency, personalization, and user experience, helping businesses to operate smarter and more effectively. Summer 24 Release Updates summarized for you. 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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June 30, 2024in Salesforce Data Cloud, Salesforce Einstein, Salesforce Optimization
Flow Tricks for Salesforce
29Jun

Flow Tricks for Salesforce

Flow enthusiasts everywhere appreciate its capabilities, which continue to evolve as a cornerstone of Salesforce declarative automation. Here are five essential Flow Tricks for Salesforce: In conclusion, embracing Flow not only optimizes business processes but also fosters continuous learning and improvement. By sharing insights and best practices, the Flow community collectively enhances user experiences and drives innovation. Whether you’re new to Flow or a seasoned user, these tips aim to enhance your journey and empower you to explore further possibilities. Share your own tips and experiences below to continue the Flow journey together! 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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June 29, 2024in Salesforce, Salesforce Einstein

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