Digital Experience Archives

31Mar

Ultimate Guide to Salesforce Experience Cloud

What Is Salesforce Experience Cloud? Salesforce Experience Cloud (formerly Community Cloud) is a digital experience platform (DXP) that enables businesses to create branded websites, portals, and mobile apps for customers, partners, and employees. Built on Salesforce Customer 360, it extends CRM capabilities to external users, fostering collaboration, self-service, and personalized engagement. Key Features ✔ Custom Digital Experiences – Build branded portals, help centers, and microsites.✔ Real-Time Collaboration – Connect teams, partners, and customers via Chatter, Slack, and forums.✔ Self-Service Tools – Empower users with knowledge bases, case management, and account access.✔ AI-Powered Personalization – Tailor content using Einstein AI recommendations.✔ Salesforce CMS Integration – Manage and publish content across all digital touchpoints.✔ Security & Compliance – Advanced role-based permissions, SSO, and data encryption. Experience Cloud vs. Community Cloud Today, Experience Cloud powers over 2,000 businesses, including Glassdoor, Poshmark, and Goodreads, with 50M+ active users and 10M+ monthly visits. What Can You Build with Experience Cloud? 1. Customer Portals Example: An eCommerce brand lets customers track orders, process returns, and access loyalty rewards. 2. Partner Communities Example: A beverage company collaborates with distributors via a centralized partner hub. 3. Employee Hubs Example: A global company streamlines HR policies and training in a single portal. 4. Industry-Specific Solutions Experience Cloud Uses Plan Best For Customer Community Basic customer support portals Customer Community Plus Advanced self-service & analytics Partner Relationship Mgmt Channel sales & partner collaboration External Apps Fully custom portals & apps Why Choose Experience Cloud? ✅ 32% higher customer satisfaction (Salesforce report)✅ Faster case resolution & reduced support costs✅ Seamless Salesforce integration (Sales Cloud, Service Cloud, Slack)✅ Drag-and-drop customization with Experience Builder Next Steps? Experience Cloud is a game-changer for digital engagement—but implementation requires expertise. 🚀 Need help? Our certified Salesforce consultants can: 📩 Let’s build your ideal digital experience! Contact Us Today Final Verdict Salesforce Experience Cloud is the #1 platform for secure, scalable, and engaging digital experiences. Whether for customers, partners, or employees, it transforms how businesses connect. Ready to elevate your digital presence? Let’s talk! 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 31, 2025in Data, Salesforce, Salesforce Experience Cloud0 Comments

25Mar

Digital Experience and Ecommerce Dictionary

Essential Ecommerce and Digital Experience Terminology The world of ecommerce and digital experiences is constantly evolving, bringing with it a steady stream of new buzzwords and concepts. While this list isn’t exhaustive, it serves as an excellent introduction to some of the latest trends and terminology shaping online shopping experiences. Accessibility Ensuring that web content is accessible across all devices is only part of the equation—compliance with international regulations is crucial to supporting individuals with disabilities. Here are key terms related to digital accessibility: Content Marketing Content marketing has evolved beyond catalogs and newsletters. It’s now an integral part of the shopping experience, helping customers discover and engage with brands in meaningful ways. Data-Driven Strategies Leading brands leverage data-driven ecommerce to deliver personalized, seamless shopping experiences. This ever-evolving space includes key concepts such as: Mobile Commerce Consumers expect to shop seamlessly across multiple devices. Mobile commerce trends ensure a smooth experience, no matter where they browse. Omnichannel Experiences Shoppers today expect a cohesive experience whether they shop online, on social media, or in-store. Here are key omnichannel concepts: Tech & Digital Experience Platforms To meet changing consumer expectations, retailers are adopting advanced technologies that streamline operations and enhance user experiences. Social Commerce Social commerce enables direct purchases through social media platforms, streamlining the shopping journey from discovery to checkout. Security & Privacy Data privacy is a growing concern among consumers. Here are key regulations shaping ecommerce security: Search Search functionality is crucial for delivering relevant results and optimizing user experience. Emerging trends include: Final Thoughts The ecommerce webscape is always changing, with new technologies and trends shaping the way consumers shop online. By staying abreast of these key terms, businesses can enhance customer experiences and remain competitive in the digital marketplace. Explore these topics further with our resources and insights! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 25, 2025in Data, Laws, Technology0 Comments

14Mar

Future of Financial Services

The Future of Financial Services: AI Agents, Consumer Trust, and Digital Transformation Fewer than half of consumers are fully satisfied with the service they receive from banks, insurance providers, and wealth management advisors. This underscores the urgent need for financial service institutions (FSIs) to prioritize standout customer experiences—both human and digital—leveraging AI agents to enhance personalization, efficiency, and responsiveness. Why Customer Experience is Key Consumer loyalty has long been driven by competitive pricing, fees, and interest rates. However, with declining rates making promotional incentives less feasible, FSIs are refocusing on customer service as a key differentiator. AI-powered digital experiences provide an opportunity to exceed customer expectations, offering speed, convenience, and hyper-personalization at scale. A significant portion of consumers are willing to stay with an institution that offers an exceptional experience, even if it raises its rates or fees. For instance, 46% of consumers—and 55% of high earners in the U.S. (households making over $100,000 per year)—value experience over pricing alone. Digital self-service is a primary component of this enhanced experience, with many consumers preferring to complete tasks online rather than through traditional phone or in-branch interactions. Institutions like Credit Unions are already meeting this demand by deploying self-service tools that provide instant resolutions, 24/7. AI Agents: Transforming the FSI Landscape AI agents represent a major leap forward in customer service, automating interactions and resolving issues without human intervention. However, trust in these AI-driven systems remains a work in progress. Only 41% of wealth management clients report being fully satisfied with their institution’s speed and effectiveness, and satisfaction levels are even lower among banking and insurance customers. Despite some skepticism, AI adoption is accelerating. Half of consumers expect AI to significantly impact their financial relationships, a belief even more pronounced among Millennials and Gen Z. The percentage of customers anticipating AI-driven transaction speed improvements has risen from 46% in 2023 to 65% today. Yet, consumer education on AI’s capabilities remains a challenge. AI agents have the potential to act as financial advisors, enhancing financial literacy, optimizing savings, and even increasing earnings. Salesforce’s Agentforce aims to bridge this gap, offering digital financial assistants that can answer questions like, “Am I saving enough for retirement?” or “Can I afford this vacation?”—delivering expert insights instantly and at scale. Building Trust in AI-Powered Finance Despite AI’s promise, trust issues persist. While 54% of consumers express confidence in AI agents, only 10% fully trust them. This skepticism is fueled by concerns over data privacy, security, and transparency. Many consumers are wary of how FSIs handle their personal information and are seeking greater clarity on AI’s role in financial decision-making. A Salesforce study revealed that 73% of consumers want to know when they’re interacting with AI, highlighting the importance of transparency in AI implementation. “For AI to succeed in financial services, trust and compliance must be built into the foundation,” said Eran Agrios, SVP & GM of Financial Services at Salesforce. “FSIs need to ensure their AI strategies are not only effective but also worthy of customer confidence.” AI in Action: Case Studies in Financial Services Financial institutions leveraging Agentforce are already seeing tangible benefits: Integrating Agentforce with ERP for Maximum Impact To maximize the potential of AI agents, FSIs must integrate them seamlessly into their broader enterprise ecosystems. Best practices for integration include: The Next Two Years: Defining the Future of AI in Finance As AI continues to disrupt the financial sector, FSIs that embrace AI-first strategies will outperform competitors in efficiency, security, and customer experience. Here’s what the future holds: The Takeaway Financial institutions that invest in AI-driven experiences today will define the future of finance. By adopting transparent, compliant, and consumer-centric AI strategies, FSIs can build trust, drive efficiency, and deliver exceptional customer experiences that set them apart 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 14, 2025in Data, Enterprise, Mulesoft, Salesforce, Salesforce Data Cloud

04Mar

Salesforce Marketing Cloud Growth Edition for Personalization

Why Personalized Marketing Matters Personalized marketing is a game-changer for inceased customer engagement and business growth. According to a recent study, it can boost ROI by up to 20%. Yet, many marketers struggle to execute effective personalization due to fragmented data and lack of alignment across teams. To overcome these challenges, marketers must build a solid data foundation, leverage AI-driven segmentation, and utilize dynamic content strategies. This Tectonic insight outlines the essential steps to achieving personalized marketing at scale. Step 1: Build a Unified Data Foundation Marketers today have access to more data than ever before—from CRM and sales data to digital advertising, ERP, transactional, and accounting data. The challenge is unifying these sources to create a single operational customer profile. Without this, analyzing customer behavior and delivering personalized experiences is nearly impossible. How to Get Your Data in Order: Centralize customer data across teams using Marketing Cloud Growth and Advanced Editions, built on the Salesforce platform. Leverage AI-powered insights to optimize real-time personalization. Establish a “single source of truth” to align marketing, sales, and service teams. A strong data foundation not only fuels better AI-driven personalization but also enhances analytics and campaign performance. Step 2: Use AI to Segment with Precision Segmentation is the backbone of personalized marketing, allowing marketers to tailor campaigns based on customer behavior, demographics, and engagement levels. Traditionally, segmentation was a manual, time-consuming process. However, AI has revolutionized this process by enabling natural language-based segment creation. How AI Improves Segmentation: Eliminates the need for SQL expertise, making segmentation accessible to all marketers. Generates precise audience segments based on engagement and fit scores. Leverages harmonized operational profiles to build complex, data-driven segments. With AI-driven segmentation, marketers can create hyper-targeted campaigns that resonate with their audience, increasing engagement and conversion rates. Step 3: Implement Engagement and Fit Scoring One of the most effective ways to enhance personalization is by scoring leads and contacts based on their engagement and fit with your ideal customer profile. This approach helps prioritize high-value prospects and ensures marketing efforts are focused on the right audience. Understanding Engagement Scoring: Engagement Scoring evaluates how actively leads and contacts interact with your marketing campaigns. This includes actions like email clicks, form submissions, and website visits. Key Metrics Used in Engagement Scoring: Email Engagement (e.g., Click, Unsubscribe) Website Engagement (e.g., Form Submission, Button Click) Message Engagement (e.g., Subscribe, Unsubscribe) Understanding Fit Scoring: Fit Scoring assesses how well a lead or contact aligns with your ideal customer profile. This includes demographic, firmographic, and behavioral data. Key Fit Scoring Criteria: Demographics: Age, gender, income level Firmographics: Industry, company size, revenue Behavioral Patterns: Purchase history, product usage Geographics: Location-based targeting Technographics: Technology stack compatibility Step 4: Use Dynamic Content Blocks for Hyper-Personalization Once your data is structured and segments are refined, the next step is delivering personalized content. Marketing Cloud Growth and Advanced Editions offer powerful tools like Cross-Object Merge Fields and Rule-Based Dynamic Content. How to Leverage These Tools: Cross-Object Merge Fields: Pull data from operational customer profiles to create more personalized messages (e.g., referencing a webinar attended or service case status). R ule-Based Dynamic Content: Display targeted text and images based on complex customer attributes (e.g., showing a specific image to customers in New York who attended a liveevent). These tools allow marketers to go beyond basic personalization, creating highly relevant and engaging experiences for their audience. Step 5: Combine Engagement and Fit Scoring for Optimal Results By integrating Engagement and Fit Scoring, marketers can create an overall marketing score that prioritizes the most valuable prospects. This score considers both interaction levels and alignment with the ideal customer profile. How to Implement Overall Scoring: Default weighting assigns 50% to Engagement Score and 50% to Fit Score. Scores range from 0 to 100, ensuring a balanced approach to prioritization. Customization allows businesses to adjust weighting based on their specific needs. This holistic scoring model ensures marketing efforts are directed toward leads that are both highly engaged and a great fit for your business. The Future of Personalized Marketing Personalization is no longer optional—it’s essential. Businesses that embrace advanced personalization techniques see a 10-30% increase in sales and customer retention rates. By implementing the strategies outlined in this guide, marketers can: Build a strong data foundation for AI-driven personalization. Use engagement and fit scoring to prioritize high-value leads. Deliver hyper-personalized content with dynamic marketing tools. With the right foundation, tools, and AI-driven insights, marketers can unlock the full potential of personalized marketing, driving stronger customer relationships and higher ROI. Now is the time to take action and position your business for sustained success in an increasingly competitive marketplace. incorporate this. Meet the all-new Salesforce Marketing Cloud Growth edition! Recently unveiled, this platform is designed specifically to empower small businesses by seamlessly integrating CRM, AI, and data within Salesforce’s trusted customer platform – Einstein. It promises to redefine marketing automation across sales, service, and commerce. Let’s explore how Marketing Cloud Growth is set to revolutionize the way small businesses approach marketing, enabling them to drive growth and efficiency like never before. Salesforce Marketing Cloud Growth Edition On February 20, 2024, Salesforce launched the Marketing Cloud Growth edition, aimed at empowering small businesses specifically with B2B marketing needs. With advanced marketing automation tools, powered by Einstein’s Generative AI and Data Cloud, this new edition simplifies marketing tasks, allowing businesses to concentrate on strategic growth. Salesforce Marketing Cloud Growth Edition integrates seamlessly with the core Salesforce platform, known as the Einstein 1 platform to provide users with easy access to all the robust features of Marketing Cloud within the broader Salesforce ecosystem. With the Marketing Cloud Growth edition, teams can efficiently: Unify various data sources via Data Cloud Create and deliver compelling content with Digital Experiences Automate complex customer journeys using Flow Builder Improve decision-making using Einstein’s intelligent analytics and predictions Marketing Cloud Growth edition is user-friendly and built directly on the Salesforce platform, eliminating the need for external connectors. However, it does not include some advanced features found in Marketing

March 4, 2025in AI Tools, Data, Einstein 1 Platform, Enterprise, Generative AI, Marketing Automation, Salesforce, Salesforce Flow, Salesforce Marketing Cloud, Technology

04Mar

The Future of Healthcare is Digital

Transforming Healthcare with Salesforce Health Cloud In our rapidly evolving healthcare world, digital transformation is no longer optional—it’s essential. Healthcare organizations must leverage innovative solutions to improve patient outcomes, streamline operations, and drive financial growth. Salesforce Health Cloud empowers providers, payers, and life sciences companies to deliver personalized, connected, and data-driven care. The Urgency of Digital Transformation in Healthcare Healthcare organizations face increasing pressure from regulatory requirements, patient expectations for seamless digital experiences, and operational inefficiencies. Traditional systems are often fragmented, making it difficult to provide a unified patient experience. Salesforce Health Cloud addresses these challenges by enhancing communication, centralizing data, and optimizing workflows. Key Benefits of Salesforce Health Cloud ✅ Enhanced Patient EngagementPatients expect convenience, transparency, and personalization. Health Cloud delivers seamless communication through patient portals, automated reminders, and AI-driven insights—leading to higher engagement and improved adherence to treatment plans. ✅ 360-Degree Patient ViewBy integrating data from electronic health records (EHRs), wearable devices, and other sources, Health Cloud provides a unified patient profile. This empowers providers and payers to make data-driven decisions that improve both clinical and business outcomes. ✅ Operational Efficiency & Cost ReductionHealth Cloud automates workflows, reduces redundancies, and improves productivity by integrating clinical, operational, and administrative processes. Real-time collaboration enhances care coordination across teams and organizations. ✅ AI-Powered Insights for Better Decision-MakingWith AI-driven analytics and predictive insights, healthcare organizations can identify at-risk populations, optimize resource allocation, and enhance population health management. Salesforce Einstein AI helps forecast trends and personalize care recommendations. ✅ Interoperability & Regulatory ComplianceNavigating complex healthcare regulations is easier with Health Cloud’s secure architecture, ensuring compliance while enabling seamless data exchange between systems and stakeholders. Why Healthcare Organizations Should Adopt Health Cloud Investing in digital transformation provides a competitive advantage by improving patient satisfaction, reducing operational costs, and driving better health outcomes. Salesforce Health Cloud enables organizations to future-proof their operations, boost revenue, and implement a seamless, value-based care model. Use Cases of Salesforce Health Cloud 🏥 Health Insurers – Improve member engagement, claims processing, and care management to enhance efficiency and reduce costs. 🏥 Hospitals & Health Systems – Streamline care coordination, minimize readmissions, and enhance patient experiences with personalized care plans. 🏥 Home Healthcare & Telemedicine – Enable remote patient monitoring and virtual care, improving accessibility while reducing hospital visits. 🏥 Life Sciences Companies – Accelerate drug development, streamline clinical trials, and enhance collaboration with providers and patients. The Future of Healthcare is Digital Salesforce Health Cloud is at the forefront of healthcare’s digital revolution. By leveraging AI, automation, and seamless integrations, healthcare leaders can improve patient experiences, drive operational efficiency, and ensure long-term success. Now is the time to embrace a data-driven approach to healthcare management. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 4, 2025in Data, Salesforce, Salesforce Einstein, Salesforce Health Cloud

08Feb

Guide to Reinventing Your Business for the Digital Age

Digital Transformation: The Complete Guide to Reinventing Your Business for the Digital Age What Is Digital Transformation? Digital transformation is the strategic adoption of digital technologies to fundamentally reshape business processes, culture, and customer experiences. It’s not just about upgrading IT systems—it’s a holistic reinvention of how a company operates, competes, and delivers value in an increasingly digital world. “Every digital transformation begins and ends with the customer.”— Marc Benioff, Chairman & Co-CEO, Salesforce Digitization vs. Digitalization vs. Digital Transformation Concept Definition Example Digitization Converting analog data to digital Scanning paper invoices into PDFs Digitalization Using digital tools to improve existing processes CRM systems replacing Rolodexes Digital Transformation Reimagining business models with digital-first strategies Netflix shifting from DVDs to streaming Why Digital Transformation Matters 1. Customer Expectations Are Evolving 2. Employees Demand Modern Tools 3. Industry Disruption Is Accelerating Key Drivers of Digital Transformation Real-World Examples of Digital Transformation 1. Banking: From Branches to Apps 2. Retail: Personalization at Scale 3. Insurance: Proactive Risk Management How to Start Your Digital Transformation Step 1: Assess Your Current State Step 2: Build a Cross-Functional Strategy Step 3: Choose the Right Technology Step 4: Foster a Digital-First Culture Avoiding Common Pitfalls 🚫 Mistake: Buying disconnected point solutions✅ Fix: Invest in an integrated platform 🚫 Mistake: Treating it as an “IT project”✅ Fix: Make it a company-wide initiative 🚫 Mistake: Ignoring change management✅ Fix: Get employee buy-in early The Future of Digital Transformation Ready to Transform? Start small, think big, and put your customers at the center. The businesses that thrive in the next decade will be those that embrace continuous digital evolution. Need help? Contact us. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

February 8, 2025in Cloud Computing, Data, Salesforce, Technology

31Jan

Here Comes Salesforce Spring 25

The Spring ’25 release helps you increase productivity with new innovations, including Agentforce 2.0, where humans with agents drive customer success together. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

January 31, 2025in Data, Enterprise, Generative AI, Google, Hyperforce, Life Sciences Cloud, Mulesoft, Public Sector Solutions, Salesforce, Salesforce Flow, Salesforce for Nonprofits, Snowflake

23Dec

Service Cloud for HR

Salesforce has expanded its Service Cloud capabilities to include a new HR-focused solution, Employee Service, designed to streamline employee support and enhance productivity. Employee Service introduces a dedicated HR service console paired with an employee portal. This portal acts as a centralized hub for staff to access HR resources, offering instant answers via Generative AI (GenAI), direct communication with HR specialists across multiple channels, and self-service options for tasks like requesting paid time off (PTO). For HR teams, the service console consolidates employee data, case details, and a company’s knowledge base into a unified workspace. It leverages AI-driven tools to resolve cases faster, automate routine tasks, and deliver seamless employee experiences. Salesforce’s Agentforce customers can integrate AI agents into Employee Service to further automate processes, saving time and reducing repetitive workloads. In a LinkedIn announcement, Kishan Chetan, EVP and GM for Service Cloud, highlighted the solution’s potential: “This new solution unifies employee data, case details, and a company’s corporate knowledge base all in one workspace that gives HR teams a 360-degree view of each employee and the ability to manage employee support cases with built-in AI and productivity tools. HR teams can efficiently resolve employee issues using Agentforce to quickly search, respond, summarize, and close cases, extending teams to get work done faster.” Salesforce’s broader goal is to eliminate the reliance on fragmented HR tools and reduce the need for employees to navigate disparate platforms like email, internal systems, and collaboration tools to complete HR-related tasks. By doing so, Salesforce aims to simplify HR processes, minimize manual effort, and enhance overall productivity. Early adopters of Employee Service are already reporting significant results. According to Sherin Sunny, Sr. Director of Product Management at Salesforce, customers have observed a 31% increase in employee productivity. This aligns with broader trends: Recognizing the need for a unified HR ecosystem, Salesforce includes a prebuilt MuleSoft integration with Workday and configurable connectors to other Human Capital Management (HCM) systems. These integrations establish a centralized HR data foundation, reducing inefficiencies caused by siloed tools. Looking ahead, Beth Schultz, VP of Research & Principal Analyst at Metrigy, emphasized the importance of integrating Employee Service with Slack, Salesforce’s collaboration platform: “We’ll be particularly watching how Salesforce’s multifaceted plans for bringing [Employee Service] into Slack play out as Slack evolves into a fully connected, collaborative workspace.” Slack itself is undergoing a transformation, with Salesforce Co-Founder Patrick Harris returning to revamp the platform as a core part of the Salesforce ecosystem. Meanwhile, Salesforce continues to expand Service Cloud’s offerings beyond Employee Service. Recent developments include a revamped CCaaS (Contact Center as a Service) integration program and a new product discovery tool. Still, Agentforce remains a key focus for Salesforce’s marketing efforts, showcasing its potential to redefine how businesses deploy autonomous AI agents across use cases like HR and beyond. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

December 23, 2024in Data, Generative AI, Mulesoft, Salesforce

salesforce government digital transformation

11Dec

Salesforce Drives Digital Transformation in Governmental Agencies

How Salesforce Drives Digital Transformation in Governmental Agencies in 2025 In the evolving digital age, government agencies face an increasing demand to modernize their services, improve citizen engagement, and deliver seamless digital experiences. These organizations require transformational technologies that not only streamline internal operations but also adopt a citizen-first approach. Salesforce emerges as a key enabler of this transformation, empowering government agencies with tools to build unified, transparent platforms while fostering efficiency and enhancing citizen interaction. Leveraging Salesforce Commerce Cloud and Salesforce CRM, agencies can overcome common challenges and embrace a more digitally enabled public sector. Let’s explore the pressing challenges government agencies face and how Salesforce provides practical, scalable solutions to address them. 1. Citizen Engagement and Accessibility: Bridging the Digital Divide Challenge: Citizens now expect government services to be as user-friendly and accessible as private-sector experiences. Lengthy response times, disconnected platforms, and inconsistent experiences across digital and physical touchpoints erode trust and hinder accessibility. Solution: 2. Data Security and Compliance: Safeguarding Citizen Trust Challenge: Handling sensitive citizen data requires robust security and strict compliance with regulations like GDPR, CCPA, and other local data privacy laws. Solution: 3. Legacy Systems and Integration: Modernizing Infrastructure Challenge: Legacy systems often limit agility, making it difficult to integrate new technologies and slowing the pace of digital transformation. Solution: 4. Budget Constraints: Implementing Cost-Effective Solutions Challenge: Budget limitations often hinder the adoption of new technologies, especially those requiring significant upfront investment. Solution: 5. Efficient Service Delivery: Streamlining Workflows Challenge: Paper-heavy, bureaucratic processes delay service delivery and frustrate both staff and citizens. Solution: 6. Data-Driven Decision-Making: Analytics for Informed Policies Challenge: Generating actionable insights from vast amounts of data is challenging, affecting policymaking and government efficiency. Solution: 7. Enhancing Collaboration: A Unified Workforce Challenge: Siloed departments hinder collaboration and reduce overall productivity, making it difficult to provide cohesive citizen services. Solution: 8. Real-Time Responsiveness: Meeting Citizen Expectations Challenge: Citizens expect real-time support and proactive communication from government agencies. Delays lead to frustration and diminished trust. Solution: Transforming Government Services with Salesforce Salesforce Commerce Cloud and Salesforce CRM are tailored to address public sector challenges in 2025. By leveraging these tools, government agencies can: Salesforce offers a clear path to a digitally empowered future, enabling government agencies to meet today’s demands while laying the foundation for innovation. Ready to Transform?If your agency is ready to embrace digital transformation, streamline operations, and enhance citizen services, Salesforce can help you get there. Let’s discuss how Salesforce solutions, supported by expert implementation, can drive meaningful change for your organization and your citizens. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

December 11, 2024in Data, Laws, Mulesoft, Public Sector Solutions, Salesforce, Salesforce Commerce Cloud, Salesforce Government Cloud, Salesforce Service Cloud, Salesforce Shield

02Dec

Empowering Digital Experiences

Salesforce Experience Cloud: Empowering Digital Experiences Salesforce Experience Cloud is a robust digital experience platform that enables businesses to create beautifully designed, CRM-powered online sites. Previously known as Community Cloud, the rebranding reflects its versatility in supporting a wide range of connected digital experiences. What is an Experience Cloud Site? An Experience Cloud site serves as an online hub to connect with customers, foster collaboration, and streamline business processes. These sites are customizable through Experience Builder, which allows users to design visually compelling and functional spaces based on their unique needs. Experience Builder SitesFormerly called Lightning Communities, Experience Builder sites are template-based and built on one of two frameworks: Introducing Lightning Web Runtime (LWR) LWR is the core framework powering modern Experience Cloud sites. It leverages Lightning Web Components (LWC) for enhanced performance, scalability, and customizability. Key advantages of LWR include: New LWR-Based Experience Cloud Templates The latest Experience Cloud templates are built exclusively on Lightning Web Components, making them faster and more efficient than Aura-based alternatives. The templates are designed for customers using Salesforce CMS and feature: Page Layouts and Slots Experience Cloud enables dynamic page structuring with: Slots play a crucial role in defining placeholders for content or markup. Metadata configuration allows these layouts to be integrated seamlessly into the Experience Cloud. CSS and Styling in Experience Cloud In Experience Cloud, Synthetic Shadow DOM replaces the native Shadow DOM. This allows global CSS to be applied across web components, ensuring design consistency. For example, custom buttons inherit background colors directly from the site theme, regardless of where they’re used. Navigation Options Experience Cloud sites support two types of navigation: For more advanced customization, Salesforce provides access to open-source codebases, such as the LWR Demo Agent site available on GitHub. Future-Ready Digital Experiences By leveraging the latest advancements in Lightning Web Components and the flexibility of LWR, Salesforce Experience Cloud empowers organizations to build connected, fast, and beautifully designed digital experiences tailored to their specific needs. Whether you’re enhancing customer engagement, building AI-enabled workflows, or streamlining collaboration, Experience Cloud serves as a powerful foundation for success. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

December 2, 2024in Data, Mulesoft, Salesforce, Salesforce Experience Cloud

29Nov

Digital Transformation and Security Challenges

Agencies Accelerate Digital Transformation Amid Growing Security Demands Federal agencies are ramping up digital transformation initiatives to meet evolving public expectations and comply with mandates like the 21st Century Integrated Digital Experience Act (IDEA). However, securely transitioning to modern platforms like Salesforce requires specialized expertise, as highlighted in a new e-book by Own Company. The push for digital transformation is driven by the need to deliver efficient, modernized citizen services while safeguarding critical data. According to Federal Chief Information Officer Clare Martorana, agencies face a dual challenge: adopting advanced technologies and ensuring compliance with stringent security and regulatory frameworks. Salesforce, a leading SaaS platform, plays a pivotal role in these modernization efforts, offering tools to replace outdated systems and streamline operations. Yet, moving to such platforms involves more than migrating legacy data. Agencies must also address complex security requirements and ensure compliance with government regulations. To support secure transitions, companies like Own Company have emerged as key partners in federal digital transformation. Their solutions focus on secure development, data recovery, and long-term archiving. Tools like “Own Accelerate” enable safe and efficient testing within sandbox environments, while “Own Secure” leverages data classification and zero-trust principles to prevent security vulnerabilities. These measures mitigate risks such as insider threats and configuration errors, ensuring sensitive data remains protected throughout the transition process. Compliance with mandates like the Federal Information Security Management Act (FISMA) and National Institute of Standards and Technology (NIST) protocols remains a top priority. Agencies must safeguard citizen data across services ranging from healthcare to housing assistance while maintaining security and operational efficiency over the data’s lifecycle. Secure backups, compliance audits, and controlled data access are essential for building trust and resilience. As agencies incorporate AI into their operations, robust data strategies are becoming even more critical. AI-driven tools rely on accurate, real-time data for effective training and decision-making. Own’s backup and archiving solutions help agencies unlock data for AI applications while managing compliance and controlling storage costs. Ultimately, successful digital transformation requires more than adopting new technologies — it demands a careful balance of modernization, security, cost-efficiency, and alignment with agency missions. By acting decisively and addressing these challenges, federal agencies can meet rising public expectations while maintaining compliance and security. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

November 29, 2024in Data, Salesforce, Technology

14Nov

Gamification in Experience Cloud

Setting Up Gamification in Salesforce Experience Cloud to Boost Engagement When someone mentions “gamification,” many think of “games,” “fun,” and “entertainment.” While this is true, in the context of Salesforce, it takes on new dimensions. Here, it’s not just about fun; it’s about enhancing user engagement, productivity, and overall experience. Keep reading as we explore the intricacies of implementing gamification in Salesforce Experience Cloud and how you can leverage this game-changing experience for your organization (pun intended). Gamification, Fully Explained Gamification employs game-like mechanics to motivate users while they interact with your website, application, or service through engaging content. The essence of gamification lies in rewarding users with points and badges for completing specific actions. Examples include: A prime example of gamification in Salesforce is Trailhead, where users earn badges and points for completing various trails and modules. As a proud Triple Star Ranger with 566 badges, 162,075 points, and 89 trails completed, I’m a trailblazing fool. Time to put in the work! Using Gamification in Salesforce Experience Cloud: Common Benefits When implemented correctly, gamification can significantly enhance user engagement and experience. Here are some common advantages of using gamification in Salesforce Experience Cloud: Main Gamification Functionality in Salesforce Gamification in Salesforce Experience Cloud revolves around three key pillars: Recognition Badges, Missions, and Reputation Leaderboards. Before exploring the setup, let’s understand these key elements: How to Set Gamification Up in Salesforce Experience Cloud: Your Step-by-Step Tutorial Now that we’ve covered the basics, let’s walk through the process of implementing gamification in a Salesforce Experience Cloud site. Follow these simple steps—it’s straightforward! Step 1: Locating Gamification in the Experience Builder Step 2: Turning the Thanks Settings On Step 3: Creating a Recognition Badge Step 4: Creating a Mission Badge Step 5: Enabling Reputation on an Experience Cloud Site Step 6: Adjusting Reputation Levels and Points Step 7: Assembling Gamification Components on the Site’s Layout Step 8: Enjoying Gamification from a User’s Perspective Final Thoughts Implementing gamification in Salesforce Experience Cloud is straightforward. While it involves several steps, the benefits are well worth the effort. A couple of tips as you embark on your gamification journey: 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

November 14, 2024in Salesforce Experience Cloud

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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

November 4, 2024in Data, Google

18Oct

Customer Engagement with AI

Funlab Explores AI to Boost Customer Engagement in Leisure Venues In a push to enhance customer experiences across its “leisure-tainment” venues, Funlab has begun experimenting with artificial intelligence. Speaking at a Salesforce Agentforce event in Sydney, Funlab’s Head of Customer Relationships and Retention, Tracy Tanti, shared that the company is “excited to be able to start experimenting” with AI. Agentforce, a Salesforce platform designed to create autonomous agents for supporting employees and customers, serves as a key part of Funlab’s AI exploration efforts. According to Tanti, Funlab has a range of AI-focused projects on its roadmap, with the goal of blending digital experiences into real-life interactions and supporting both venue and corporate teams with AI-driven tools. Reflecting the company’s dedication to careful planning, Tanti described how Salesforce connected Funlab with another customer, Norths Collective, to discuss its own AI implementation journey. Robert Lopez, Chief Marketing and Innovation Officer at Norths Collective, has seen success with enhanced personalization and analytics, which have contributed to increased membership and engagement. Tanti noted that Norths Collective’s transformation work would provide valuable insights for Funlab as it optimizes its data in preparation for AI adoption. Currently, Funlab is in a post-digital transformation phase, refining its processes to deliver more connected and personalized guest experiences throughout the customer lifecycle. With ongoing expansion into the U.S. market—including recent openings of Holey Moley venues—Funlab is also focusing on building robust support infrastructure and engaging local audiences through Salesforce. Tanti highlighted the company’s vision for the U.S. to become a significant portion of total revenues and emphasized how Salesforce will help Funlab nurture a strong customer database in this new market. Additionally, Funlab is leveraging Salesforce to grow its event and function sales, which are projected to reach 39% of total online revenue by year’s end, up from 23% earlier this year. This expansion underscores Funlab’s commitment to using AI and data-driven insights to fuel growth and deepen customer engagement across all its markets and venues. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

October 18, 2024in Artificial Intelligence, Data, Salesforce

CriticalRiver Showcases Salesforce Studio at Dreamforce 2024

CriticalRiver Showcases Salesforce Studio at Dreamforce 2024 PLEASANTON, CA, September 16, 2024 /EINPresswire.com/ — At Dreamforce 2024, CriticalRiver’s Salesforce Studio will highlight its expertise in utilizing Salesforce’s powerful tools to drive seamless digital transformations and enhance customer experiences. With Salesforce technologies at the core, CriticalRiver’s Salesforce Studio has enabled organizations to achieve sustainable growth while navigating the complexities of the digital era. “Dreamforce 2024 offers an excellent opportunity to showcase our longstanding partnership with Salesforce,” said Anji Maram, Founder and CEO of CriticalRiver Inc. As part of this partnership, CriticalRiver continues to develop cutting-edge solutions that boost business outcomes for its global clients. “Our Salesforce Studio has empowered our customers worldwide to implement state-of-the-art designs and solutions, helping them evolve and elevate their customer experiences,” added Vikram Lahiri, Global Salesforce Studio Leader. In addition to sharing success stories, the Salesforce Studio Growth & Leadership team will be available for in-depth discussions on emerging trends within the Salesforce ecosystem. Topics will cover the role of AI and automation in customer relationship management, as well as strategies for optimizing Salesforce investments. Join Us in Celebrating Success Trailblazers are invited to an exclusive social hour hosted by CriticalRiver on Tuesday, September 17, 2024, starting at 5 PM. For more information, please visit our website. About CriticalRiver Inc. CriticalRiver Inc. is a global leader in consulting and technology services, transforming businesses with innovative solutions that address complex challenges. Serving top enterprises, including Fortune 100 and 500 companies, CriticalRiver specializes in Digital Transformation, Digital Experience Management, Digital Engagement, and Digital Engineering. Our mission is to simplify, automate, and enhance operations for scalable growth. Recently, CriticalRiver became a 100% employee-owned company, reinforcing its dedication to customer-centricity, employee empowerment, and shared success. For more information about CriticalRiver’s participation at Dreamforce 2024 or to schedule an interview with our leadership team, please contact: [email protected]. Contact: Reet Sibia GwariCriticalRiver Inc.+1 844-228-5319 Legal Disclaimer:EIN Presswire provides this content “as is” without any warranties. We do not assume responsibility for the accuracy, completeness, or reliability of the information. If you have concerns regarding this article, please contact the author directly. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

October 2, 2024in Enterprise, Salesforce, Technology

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