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Insurance Brokerage Financial Services Cloud
10Nov

Insurance Brokerage Financial Services Cloud

Salesforce has introduced Financial Services Cloud for Insurance Brokerages, an AI-powered platform set to launch in February 2025, designed to automate and enhance client management, policy servicing, and commission processing for insurance brokerages. Built on Salesforce’s core CRM system, Insurance Brokerage Financial Services Cloud streamlines traditionally time-consuming tasks like policy renewals, employee benefits management, and commission splits, aiming to consolidate operations and reduce operational expenses.

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November 10, 2024in Data, Enterprise, Salesforce Data Cloud, Technology0 Comments
Salesforce Agentforce Integration
07Nov

The Future of AI for Business

Salesforce Launches Agentforce: The Future of AI for Business Salesforce has officially announced the general availability of its Agentforce platform, introducing what the company calls the next generation of AI-powered business solutions. First unveiled at Dreamforce 2024, Agentforce represents a transformative approach to building and deploying AI agents tailored to enhance workplace efficiency and customer engagement. Revolutionizing AI in BusinessAs part of the Salesforce ecosystem, Agentforce aims to move beyond traditional chatbots and copilot tools, offering businesses AI agents that deliver smart, personalized, and proactive experiences. “Agentforce is redefining what’s possible in business and beyond, ushering in a new era of AI abundance and limitless workforces that augment every employee, build deeper customer relationships, and drive unprecedented growth and profitability,” said Marc Benioff, Chair and CEO of Salesforce. Built on Salesforce’s trusted and customizable platform, Agentforce seamlessly integrates enterprise data, metadata, AI models, workflows, security protocols, and applications. According to Benioff, “This is what AI was meant to be.” Tailored AI AgentsAgentforce’s initial suite includes pre-built agents designed for roles like sales representatives, service agents, personal shoppers, and sales coaches. Businesses can also tailor these AI agents to their specific requirements using a low-code builder, ensuring flexibility and rapid deployment. The platform excels in automating early-stage interactions, such as gathering information or resolving routine issues. It then generates summaries for human agents to review and finalize, allowing employees to focus on higher-value, more rewarding tasks. Affordable and ScalableSalesforce announced that pricing for Agentforce’s Service Agent starts at $2 per conversation, making it accessible to a wide range of businesses. Addressing Consumer Pain PointsIn conjunction with the launch, Salesforce shared new research revealing that consumers often spend up to nine hours navigating customer service for a single issue. This frustration frequently results in abandoned purchases and broken relationships. Agentforce seeks to resolve this by streamlining interactions, reducing resolution times, and delivering consistent, high-quality support experiences. With its comprehensive capabilities and focus on customization, Agentforce positions itself as a game-changer in the AI-driven transformation of customer and workforce experiences. 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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November 7, 2024in Agentforce Platform, Data, Enterprise, Salesforce0 Comments
Salesforce and Firmable
07Nov

Salesforce and Firmable

Firmable Launches Salesforce Integration to Enhance CRM Workflows Firmable has unveiled its latest integration with Salesforce, further expanding its CRM ecosystem to support over 20,000 Salesforce users across Australia. By embedding its extensive Australian dataset directly into Salesforce, Firmable empowers businesses to optimize workflows, improve productivity, and elevate their sales and marketing efforts. This integration adds to Firmable’s suite of CRM solutions, which also includes compatibility with platforms like HubSpot, making its rich dataset an integral part of daily business operations. Key Benefits of the Firmable-Salesforce Integration A Comprehensive Solution for Australian Businesses Firmable’s integration with Salesforce brings unparalleled ease of use and precision to CRM workflows. By embedding its rich Australian data into everyday tools, businesses can streamline lead generation, enhance customer engagement, and boost sales effectiveness. 🔔🔔 Follow us on LinkedIn 🔔🔔 Ready to transform your sales and marketing strategies? Firmable is now available for trial or purchase at firmable.com. 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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November 7, 2024in Data0 Comments
lightning web picker in salesforce
07Nov

Lightning Record Picker in Salesforce

The lightning-record-picker component enhances the record selection process in Salesforce applications, offering a more intuitive and flexible experience for users. With its ability to handle larger datasets, customizable fields, and strong validation features, it is a powerful tool for developers to incorporate into their Salesforce applications.

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November 7, 2024in Data, Salesforce0 Comments
healthcare Can prioritize ai governance
07Nov

AI Data Privacy and Security

Three Key Generative AI Data Privacy and Security Concerns The rise of generative AI is reshaping the digital landscape, introducing powerful tools like ChatGPT and Microsoft Copilot into the hands of professionals, students, and casual users alike. From creating AI-generated art to summarizing complex texts, generative AI (GenAI) is transforming workflows and sparking innovation. However, for information security and privacy professionals, this rapid proliferation also brings significant challenges in data governance and protection. Below are three critical data privacy and security concerns tied to generative AI: 1. Who Owns the Data? Data ownership is a contentious issue in the age of generative AI. In the European Union, the General Data Protection Regulation (GDPR) asserts that individuals own their personal data. In contrast, data ownership laws in the United States are less clear-cut, with recent state-level regulations echoing GDPR’s principles but failing to resolve ambiguity. Generative AI often ingests vast amounts of data, much of which may not belong to the person uploading it. This creates legal risks for both users and AI model providers, especially when third-party data is involved. Cases surrounding intellectual property, such as controversies involving Slack, Reddit, and LinkedIn, highlight public resistance to having personal data used for AI training. As lawsuits in this arena emerge, prior intellectual property rulings could shape the legal landscape for generative AI. 2. What Data Can Be Derived from LLM Output? Generative AI models are designed to be helpful, but they can inadvertently expose sensitive or proprietary information submitted during training. This risk has made many wary of uploading critical data into AI models. Techniques like tokenization, anonymization, and pseudonymization can reduce these risks by obscuring sensitive data before it is fed into AI systems. However, these practices may compromise the model’s performance by limiting the quality and specificity of the training data. Advocates for GenAI stress that high-quality, accurate data is essential to achieving the best results, which adds to the complexity of balancing privacy with performance. 3. Can the Output Be Trusted? The phenomenon of “hallucinations” — when generative AI produces incorrect or fabricated information — poses another significant concern. Whether these errors stem from poor training, flawed data, or malicious intent, they raise questions about the reliability of GenAI outputs. The impact of hallucinations varies depending on the context. While some errors may cause minor inconveniences, others could have serious or even dangerous consequences, particularly in sensitive domains like healthcare or legal advisory. As generative AI continues to evolve, ensuring the accuracy and integrity of its outputs will remain a top priority. The Generative AI Data Governance Imperative Generative AI’s transformative power lies in its ability to leverage vast amounts of information. For information security, data privacy, and governance professionals, this means grappling with key questions, such as: With high stakes and no way to reverse intellectual property violations, the need for robust data governance frameworks is urgent. As society navigates this transformative era, balancing innovation with responsibility will determine whether generative AI becomes a tool for progress or a source of new challenges. While generative AI heralds a bold future, history reminds us that groundbreaking advancements often come with growing pains. It is the responsibility of stakeholders to anticipate and address these challenges to ensure a safer and more equitable AI-powered world. 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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November 7, 2024in Data, Generative AI, Laws0 Comments
Tectonic Salesforce Customization
07Nov

Salesforce Customization Requests

The Most Commonly Requested Salesforce Customizations Salesforce’s flexibility is one of its biggest strengths, allowing businesses to tailor the platform to meet their unique needs. Here are the most frequently requested types of customizations: 1. Declarative Customization Make adjustments using Salesforce’s built-in tools—no coding required. Examples: Ideal For:Businesses looking for straightforward changes to enhance usability without requiring programming expertise. 2. Integration Customization Connect Salesforce with third-party systems to streamline workflows and centralize data. Examples: Benefits:Boost operational efficiency by enabling seamless communication between systems. 3. Custom Code Development Go beyond standard functionality with tailored solutions using Apex, Visualforce, or Lightning Web Components. Examples: Best For:Organizations with advanced or highly specific requirements that declarative tools can’t fulfill. 4. User Interface (UI) Customization Adapt the look and feel of Salesforce to improve user experience and align with your brand. Examples: Goal:Create an intuitive, visually appealing interface that boosts productivity and user adoption. 5. Workflow Automation Save time by automating repetitive tasks and processes. Examples: Impact:Streamline operations, reduce manual workloads, and improve efficiency. 6. Reporting and Analytics Customization Provide actionable insights with tailored reports and dashboards. Examples: Advantage:Empower teams to make data-driven decisions with clear, relevant insights. 7. Mobile Optimization Ensure a seamless Salesforce experience for users on mobile devices. Examples: Purpose:Keep teams connected and productive, regardless of location. Conclusion Salesforce customization goes beyond CRM—it transforms the platform into a tailored solution that aligns with your unique business processes. Whether you’re looking for simple adjustments or advanced integrations, these customizations unlock Salesforce’s full potential to drive operational success. Ready to Get Started?Discover how our Salesforce customization services can help tailor the platform to your specific needs. Let’s work together to maximize your investment and achieve your business goals! 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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November 7, 2024in Data, Salesforce, Salesforce Development Services, Salesforce Flow, Salesforce Implementation Services, Salesforce Optimization0 Comments
Will AI Hinder Digital Transformation in Healthcare?
06Nov

Poisoning Your Data

Protecting Your IP from AI Training: Poisoning Your Data As more valuable intellectual property (IP) becomes accessible online, concerns over AI vendors scraping content for training models without permission are rising. If you’re worried about AI theft and want to safeguard your assets, it’s time to consider “poisoning” your content—making it difficult or even impossible for AI systems to use it effectively. Key Principle: AI “Sees” Differently Than Humans AI processes data in ways humans don’t. While people view content based on context, AI “sees” data in raw, specific formats that can be manipulated. By subtly altering your content, you can protect it without affecting human users. Image Poisoning: Misleading AI Models For images, you can “poison” them to confuse AI models without impacting human perception. A great example of this is Nightshade, a tool designed to distort images so that they remain recognizable to humans but useless to AI models. This technique ensures your artwork or images can’t be replicated, and applying it across your visual content protects your unique style. For example, if you’re concerned about your images being stolen or reused by generative AI systems, you can embed misleading text into the image itself, which is invisible to human users but interpreted by AI as nonsensical data. This ensures that an AI model trained on your images will be unable to replicate them correctly. Text Poisoning: Adding Complexity for Crawlers Text poisoning requires more finesse, depending on the sophistication of the AI’s web crawler. Simple methods include: Invisible Text One easy method is to hide text within your page using CSS. This invisible content can be placed in sidebars, between paragraphs, or anywhere within your text: cssCopy code.content { color: black; /* Same as the background */ opacity: 0.0; /* Invisible */ display: none; /* Hidden in the DOM */ } By embedding this “poisonous” content directly in the text, AI crawlers might have difficulty distinguishing it from real content. If done correctly, AI models will ingest the irrelevant data as part of your content. JavaScript-Generated Content Another technique is to use JavaScript to dynamically alter the content, making it visible only after the page loads or based on specific conditions. This can frustrate AI crawlers that only read content after the DOM is fully loaded, as they may miss the hidden data. htmlCopy code<script> // Dynamically load content based on URL parameters or other factors </script> This method ensures that AI gets a different version of the page than human users. Honeypots for AI Crawlers Honeypots are pages designed specifically for AI crawlers, containing irrelevant or distorted data. These pages don’t affect human users but can confuse AI models by feeding them inaccurate information. For example, if your website sells cheese, you can create pages that only AI crawlers can access, full of bogus details about your cheese, thus poisoning the AI model with incorrect information. By adding these “honeypot” pages, you can mislead AI models that scrape your data, preventing them from using your IP effectively. Competitive Advantage Through Data Poisoning Data poisoning can also work to your benefit. By feeding AI models biased information about your products or services, you can shape how these models interpret your brand. For example, you could subtly insert favorable competitive comparisons into your content that only AI models can read, helping to position your products in a way that biases future AI-driven decisions. For instance, you might embed positive descriptions of your brand or products in invisible text. AI models would ingest these biases, making it more likely that they favor your brand when generating results. Using Proxies for Data Poisoning Instead of modifying your CMS, consider using a proxy server to inject poisoned data into your content dynamically. This approach allows you to identify and respond to crawlers more easily, adding a layer of protection without needing to overhaul your existing systems. A proxy can insert “poisoned” content based on the type of AI crawler requesting it, ensuring that the AI gets the distorted data without modifying your main website’s user experience. Preparing for AI in a Competitive World With the increasing use of AI for training and decision-making, businesses must think proactively about protecting their IP. In an era where AI vendors may consider all publicly available data fair game, implementing data poisoning should become a standard practice for companies concerned about protecting their content and ensuring it’s represented correctly in AI models. Businesses that take these steps will be better positioned to negotiate with AI vendors if they request data for training and will have a competitive edge if AI systems are used by consumers or businesses to make decisions about their products or services. 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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November 6, 2024in Data, Generative AI
Consider AI Agents Personas
04Nov

Consider AI Agents Personas

Treating AI Agents as Personas: Introducing the Era of Agent-Computer Interaction The UX landscape is evolving. While the design community has quickly adopted Large Language Models (LLMs) as tools, we’ve yet to fully grasp their transformative potential. With AI agents now deeply embedded in digital products, they are shifting from tools to active participants in our digital ecosystems. This change demands a new design paradigm—one that views AI agents not just as extensions of human users but as independent personas in their own right. The Rise of Agent-Computer Interaction AI agents represent a new class of users capable of navigating interfaces autonomously and completing complex tasks. This marks the dawn of Agent-Computer Interaction (ACI)—a paradigm where user experience design encompasses the needs of both human users and AI agents. Humans still play a critical role in guiding and supervising these systems, but AI agents must now be treated as distinct personas with unique goals, abilities, and requirements. This shift challenges UX designers to consider how these agents interact with interfaces and perform their tasks, ensuring they are equipped with the information and resources necessary to operate effectively. Understanding AI Agents AI agents are intelligent systems designed to reason, plan, and work across platforms with minimal human intervention. As defined during Google I/O, these agents retain context, anticipate needs, and execute multi-step processes. Advances in AI, such as Anthropic’s Claude and its ability to interact with graphical interfaces, have unlocked new levels of agency. Unlike earlier agents that relied solely on APIs, modern agents can manipulate graphical user interfaces much like human users, enabling seamless interaction with browser-based applications. This capability creates opportunities for new forms of interaction but also demands thoughtful design choices. Two Interaction Approaches for AI Agents Design teams must evaluate these methods based on the task’s complexity and transparency requirements, striking the right balance between efficiency and oversight. Designing Experiences Considering AI Agents Personas As AI agents transition into active users, UX design must expand to accommodate their specific needs. Much like human personas, AI agents require a deep understanding of their capabilities, limitations, and workflows. Creating AI Agent Personas Developing personas for AI agents involves identifying their unique characteristics: These personas inform interface designs that optimize agent workflows, ensuring both agents and humans can collaborate effectively. New UX Research Methodologies UX teams should embrace innovative research techniques, such as A/B testing interfaces for agent performance and monitoring their interaction patterns. While AI agents lack sentience, they exhibit behaviors—reasoning, planning, and adapting—that require careful study and design consideration. Shaping the AI Mind AI agents derive their reasoning capabilities from Large Language Models (LLMs), but their behavior and effectiveness are shaped by UX design. Designers have a unique role in crafting system prompts and developing feedback loops that refine LLM behavior over time. Key Areas for Designer Involvement: This work positions UX professionals as co-creators of AI intelligence, shaping not just interfaces but the underlying behaviors that drive agent interactions. Keeping Humans in the Loop Despite the rise of AI agents, human oversight and control remain essential. UX practitioners must prioritize transparency and trust in agent-driven systems. Key Considerations: Using tools like agentic experience maps—blueprints that visualize the interactions between humans, agents, and products—designers can ensure AI systems remain human-centered. A New Frontier for UX The emergence of AI agents heralds a shift as significant as the transition from desktop to mobile. Just as mobile devices unlocked new opportunities for interaction, AI agents are poised to redefine digital experiences in ways we can’t yet fully predict. By embracing Agent-Computer Interaction, UX designers have an unprecedented opportunity to shape the future of human-AI collaboration. Those who develop expertise in designing for these intelligent agents will lead the way in creating systems that are not only powerful but also deeply human-centered. 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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November 4, 2024in Data, Google
Clean Energy Transition Campaign
04Nov

Clean Energy Transition Campaign

EnergyFlex Launches Clean Energy Transition Campaign in Partnership with Carat SA EnergyFlex, an Australian veteran-owned energy analytics and renewables education company, has joined forces with Carat SA to launch its first-ever brand campaign. This initiative is designed to accelerate Australia’s clean energy transition by equipping individuals and businesses with the tools, knowledge, and confidence to become “Renewables Ready.” Empowering Australians with Free Energy Tools Founded in 2021, EnergyFlex aims to put every Australian on the path to free and clean energy. The company’s free app, launched in May, helps users: The app, available on both iOS and Android, is part of EnergyFlex’s mission to make renewable energy adoption accessible and impactful for all Australians. Voices from the Partnership Garry Harding, CEO and Co-Founder of EnergyFlex, emphasized the campaign’s focus on financial, community, and environmental benefits: “We want to make it as easy as possible for Australians to understand the positive impact of the renewable energy transition. Partnering with Carat SA enables us to raise awareness and bring these tools and education to homes and businesses across the country.” Adele Gibb, Managing Director of Carat SA, highlighted the synergy between the campaign and Carat’s values: “Working with a forward-thinking brand like EnergyFlex aligns perfectly with dentsu’s B2B2S philosophy—creating solutions that are good for business, people, and society.” About Carat SA As a leading global media agency, Carat SA operates across 190+ offices in 135+ countries, bringing expertise and innovation to drive impactful campaigns. With this collaboration, EnergyFlex and Carat SA are poised to inspire a nationwide shift toward renewable energy adoption, helping Australia lead ,.the way in sustainability. 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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November 4, 2024in Salesforce
salesforce and mahindra finance
02Nov

Salesforce and Mahindra

The new LOS will incorporate machine learning and automation to deliver real-time credit assessments, enabling faster loan processing and competitive interest rates, alongside improved credit risk insights. This strategic partnership underscores Mahindra Finance’s dedication to providing responsible financing solutions to India’s emerging MSME sector.

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November 2, 2024in Data, Enterprise, Salesforce, Salesforce Sales Cloud, Technology
Agentic AI Race
02Nov

Agentforce Accelerator to Empower Nonprofits

Salesforce Introduces Agentforce Accelerator to Empower Nonprofits Salesforce has unveiled the Salesforce Accelerator — Agents for Impact, a groundbreaking initiative aimed at helping nonprofits harness the power of Agentforce. This suite of AI-driven tools enables organizations to build and deploy autonomous AI agents that can perform critical tasks across various functions. Through a combination of technology, funding, and expertise, the accelerator aims to empower nonprofits to enhance operational efficiency and amplify their impact in an AI-driven future. Why It Matters Nonprofits often face challenges such as staffing shortages and burnout, limiting their ability to address pressing social and environmental issues. AI agents can play a transformative role by augmenting nonprofit teams, enabling them to: While the potential is significant, developing and implementing AI solutions often remains financially and technically inaccessible for many nonprofits. How the Accelerator Works The Salesforce Accelerator — Agents for Impact bridges this gap by providing a comprehensive support package: Nonprofits from all focus areas can apply for the accelerator starting October 29, 2024, with selected organizations notified by December. Track Record of Impact The Agents for Impact initiative builds on Salesforce’s broader accelerator program, which has provided million since 2022 to support innovative nonprofit solutions in areas like AI, education, and climate action. Scaling Nonprofit Potential With the launch of Salesforce Accelerator — Agents for Impact, nonprofits now have unprecedented opportunities to adopt AI-driven solutions that enhance efficiency and scale their missions. This program reflects Salesforce’s ongoing commitment to empowering organizations to drive meaningful change in an increasingly AI-powered world. 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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November 2, 2024in Agentforce Platform, Generative AI, Salesforce, Technology
Salesforce Data Cloud One
01Nov

Salesforce Data Cloud One

Salesforce’s new Data Cloud One is designed to extend cloud capabilities by allowing multiple departments—or orgs—to collaborate seamlessly on shared data. With Data Cloud One, each department maintains its own CRM and analytics interface, tailored to its specific needs, while accessing a unified database that serves as the single source of truth. The automated exchange of metadata between departments enables efficient, low-code linking and integration. Also within Data Cloud One, multiple Salesforce orgs can be connected and communicate. As your company grows, your business needs grow as well. You might create different Salesforce orgs for different departments, regions, or brands, or inherit them as part of an acquisition. And data about the same customer can end up stored in multiple orgs. It’s great to have all that data, but it’s more valuable if every part of your business can access a single view of each customer. Standard Salesforce CRM connections let you ingest data from many orgs into Data Cloud where it’s unified in the Data Cloud home org. The home org is the primary org where Data Cloud is provisioned and managed. But connected orgs can’t directly access unified data. To make use of unified data in connected orgs, you have to rely on data actions to trigger flows in connected orgs based on the Data Cloud data, or set up complicated custom-coded solutions. Or you have to provision, set up, and maintain a Data Cloud on every org. At the heart of Cloud One is the Home Org, where all data consolidates, and logical units are grouped into Data Spaces. Through automated metadata sharing, other departments (companion orgs) can directly access approved functions within their Cloud One application, creating a standardized network for CRM, data management, analytics, and security. New AI-powered features are also integrated. Role of Salesforce Data Cloud Data Cloud One makes accessing a single Data Cloud across multiple orgs a snap. Orgs connected through a Data Cloud One companion connection are called companion orgs. On top of ingesting data through a standard connection, users in companion orgs also have access to a subset of Data Cloud functionality in the Data Cloud One app. Companion org users can see a complete view of their customers from unified profiles, build custom flows on unified data, directly access calculated insights, and optimize business processes for their use case by powering CRM platform features with Data Cloud. Salesforce Data Cloud One When users set up Data Cloud One, they see a list of Data Spaces available to them. Once authenticated, they gain access to details on shared data, as well as analysis and CRM functionalities. Each user automatically receives three Companion Connections, included in the Salesforce Cloud package, with options to add more as needed. Data Cloud One Architecture In the past, each department worked with its own data set, configurations, users, and security protocols, making inter-departmental data sharing time-consuming and requiring custom code. Data Cloud One simplifies this by allowing companion orgs to connect through a streamlined, automated system, enabling smoother collaboration across departments. Benefits of Data Cloud One When connecting an org to Data Cloud, you can choose between a standard connection and a Data Cloud One companion connection. Let’s compare the access of orgs with each connection. Access Orgs with a Standard Connection Orgs with a Data Cloud One Companion Connection Access to Data Cloud data None Access to Data Cloud metadata, objects, and records in shared data spaces. Data spaces are logical partitions of data within Data Cloud. You can invest in enhanced data security by using Data Cloud data spaces to organize and govern shared data. Access to Data Cloud features None Access to some Data Cloud features in the Data Cloud One app, such as calculated insights and Data Explorer.Access to platform features powered by Data Cloud, such as Flows. Benefits of Data Cloud One Multi-org users of Data Cloud have long sought an easy way to access a unified Customer 360 and take action across multiple orgs. Now, with the general availability of Data Cloud One, that capability has arrived! Data Cloud One equips multiple orgs with a centralized customer profile and Data Cloud-powered features, all accessed through a single, central Data Cloud. This new tool simplifies the onboarding of multi-org teams, transforming how they collaborate within Data Cloud. A Unified Approach to Data Cloud for Multiple Orgs — with Low-Code Configuration So, what is Data Cloud One? It’s a much-anticipated feature designed to enhance multi-org functionality by connecting an entire organization through a single, centralized Data Cloud that serves as the ultimate source of truth. Here’s what Data Cloud One brings to the table: With Data Cloud One, multi-org teams can quickly and seamlessly adopt a comprehensive, shared customer view and Data Cloud-driven capabilities across departments, revolutionizing collaboration and data access. The quest to be data-driven will quickly become the quest to become Data-Cloud driven, and Tectonic is here to help. 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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November 1, 2024in Data, Salesforce, Salesforce Data Cloud
Informed Decision-Making
01Nov

Informed Decision-Making

Informed Decision-Making Through Data Visualization: Power BI vs. Tableau Today’s businesses need to make informed decisions by leveraging organized and analyzed data. Data visualization is a key method for extracting insights from this data, and Power BI and Tableau are two leading tools that often spark debate among experts. Both are highly regarded for their ability to visualize data, and CTOs frequently compare Power BI vs. Tableau to determine the best fit for their needs. Why Power BI and Tableau Stand OutBoth tools excel at data visualization, making them top choices for business intelligence (BI) solutions. They offer seamless integration with various platforms, can handle large volumes of data, and provide predictive analytics capabilities. To help CTOs and other decision-makers boost efficiency, let’s dive into a comparison of Power BI vs. Tableau and examine how each tool measures up. Power BI Microsoft’s Power BI is a leading BI tool designed to transform data from diverse sources into insightful visual reports. It allows users to create, share, and manage analytical reports, ensuring accessibility at all times. As part of the Microsoft ecosystem, Power BI is ideal for large organizations that already use Microsoft products. Tableau Tableau delivers powerful data visualization with flexible deployment options, allowing users to seamlessly access insights. With its integration into Salesforce Data Cloud, Tableau offers a fast and scalable way to work with customer data in real time. Its strong data-handling capabilities make it popular among larger organizations and data experts. Power BI vs. Tableau: Key Differences Let’s explore the key differences between Power BI and Tableau to guide your informed decision-making. Data Visualization and User Interface Data Integration and Connectivity for Informed Decision-Making Data Handling and Performance Ease of Learning Programming Tools Support Pricing Microsoft Power BI vs. Salesforce Tableau: Pros and Cons Power BI Pros Tableau Pros Which is Better: Power BI or Tableau? When comparing Microsoft Power BI vs. Tableau, the right choice depends on your organization’s size, technical expertise, and specific needs. For smaller businesses and those already using Microsoft tools, Power BI is often the best fit. On the other hand, larger organizations managing substantial datasets might favor Tableau for its advanced capabilities. Ultimately, the decision between Power BI vs. Tableau should be based on your unique business requirements and the level of technical expertise available within your team. 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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November 1, 2024in Data, Google, Google Analytics, Salesforce, Salesforce Data Cloud
Winter 25 Release Notes
01Nov

Winter 25 Release Experience Cloud

Salesforce Winter ’25 Release: 6 Key Enhancements to Experience Cloud The Salesforce Winter ’25 Release brings a fresh suite of updates to Experience Cloud, focusing on design customization, SEO optimization, and streamlined navigation for enhanced user engagement. We’ve summarized six major updates and additional enhancements that make this release a significant step forward for Experience Cloud sites. 1. Enhanced Design Options for LWR Sites Winter ’25 empowers site designers with more granular control over the look and feel of LWR (Lightning Web Runtime) sites. New customization options in the Experience Builder Theme panel now allow for specific styling of individual components like columns and buttons, offering a new level of precision in visual design. Additional features include a Scoped Header and Footer layout that allows fixed positioning for headers and footers, enhancing user experience with persistent navigation elements. Site admins can define unique color palettes for buttons across various states (default, hover, focus), and apply color schemes to individual columns, which can now be set in the Theme panel. Further text customizations for headings have also been added, allowing a personalized touch for every element on LWR sites. 2. SEO-Friendly URLs for Accounts and Contacts (Generally Available) To drive organic traffic, the Winter ’25 Release introduces SEO-friendly URL slugs for Account and Contact pages, replacing traditional record IDs with easily readable URLs. This enhancement allows search engines to better index content, making it easier for users to find your pages. Site managers can configure SEO-friendly URLs directly in the Administration panel and import slugs in bulk for faster setup. 3. Data Providers for LWR Sites (Beta) Experience Cloud now includes an option to configure data providers on LWR site pages, enabling seamless integration with data from various sources, including Apex and Record providers. Admins can specify data sources within Experience Builder, allowing for real-time data updates across components and pages, providing a more dynamic and responsive experience for users. 4. Revamped Navigation and New Components The Navigation Menu component has been revamped, allowing admins to design a more intuitive navigation experience for both desktop and mobile users. The beta Site Header component further enhances branding with logo placement and customizable headers, while the Grid component now ensures consistent cell height, improving the visual balance of page layouts. Tailored navigation menus for desktop and mobile screens can be customized for color, spacing, text styles, and more to provide an optimized experience across devices. 5. Expanded Data Cloud Integration for Event Tracking Winter ’25 expands Data Cloud integration to capture checkout, order, and cart events on enhanced LWR sites. Ecommerce-focused organizations can now record user interactions—like checkout initiation and address input—automatically, giving businesses richer insights into customer behavior. Data captured through these events can be viewed within Data Cloud, allowing admins to understand user engagement and optimize site design accordingly. 6. Salesforce File Linking for LWR Sites (Beta) The new File Upload Lightning Web Component enables file uploads directly from an LWR site to Salesforce, an option previously available only on Aura sites. This update streamlines the file transfer process, allowing guest users to upload files securely, which are then accessible within Salesforce. Additional Experience Cloud Enhancements In addition to the primary updates, Winter ’25 introduces several valuable, albeit smaller, features: Availability of Features Some Winter ’25 features will be accessible immediately after release, while others require setup by admins. Consider notifying users about these updates to ensure a smooth transition and to leverage the full potential of new functionalities. 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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November 1, 2024in Data, Marketing Automation, Salesforce Development Services, Salesforce Experience Cloud

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