EGI Archives - gettectonic.com
08May

Salesforce Tackles Enterprise AI Reliability with Enterprise General Intelligence (EGI)

As businesses increasingly adopt AI, a critical challenge has emerged: inconsistent performance in real-world applications. Salesforce calls this phenomenon “jagged intelligence”—where AI excels in controlled environments but falters under dynamic enterprise demands. To address this, Salesforce is pioneering Enterprise General Intelligence (EGI), a new framework designed to ensure AI is not just powerful but reliable, consistent, and safe for business use. Why Enterprise AI Needs a New Approach Traditional AI benchmarks often fail to reflect real-world enterprise needs. Issues like: …have made many companies hesitant to fully deploy AI at scale. Salesforce’s EGI rethinks AI alignment for enterprises, prioritizing:✔ Consistency – Reliable performance across diverse business cases✔ Specialization – Task-specific AI models over generic LLMs✔ Safety & Governance – Built-in guardrails for compliance Key Innovations Powering EGI 1. SIMPLE: Measuring AI Consistency Salesforce’s SIMPLE dataset (225 reasoning questions) evaluates how AI performs under varying conditions—helping identify and fix inconsistencies before deployment. 2. CRMArena: Real-World AI Testing This benchmarking framework simulates authentic CRM scenarios (service agents, analysts, managers) to ensure AI adapts to real business needs—not just lab conditions. 3. SFR-Embedding: Smarter Enterprise AI A new embedding model (ranked #1 on MTEB’s 56-dataset benchmark) enhances AI’s ability to understand complex business data, improving decision-making in Salesforce Data Cloud. 4. xLAM V2: AI That Takes Action Unlike text-only LLMs, Large Action Models (xLAM V2) predict and execute enterprise tasks—optimizing everything from inventory management to financial forecasting with high precision. 5. SFR-Guard & ContextualJudgeBench: AI Safety Co-Innovation: Doubling AI Accuracy with Customer Feedback Salesforce’s customer-driven development has already doubled AI accuracy in key applications. Itai Asseo, Senior Director of Incubation & Brand Strategy at Salesforce: “By working directly with enterprises, we’ve refined AI to outperform competitors in real-world use cases—boosting both performance and trust.” The Future of Enterprise AI Salesforce’s EGI framework is setting a new standard: AI that works as reliably in business as it does in theory. For telecom and tech leaders, this means:✅ Fewer AI surprises – Consistent, predictable outputs✅ Higher ROI – Specialized models for key workflows✅ Stronger compliance – Built-in governance & safety As AI evolves, Salesforce is ensuring enterprises don’t just adopt AI—they can depend on it. Next Steps: The era of reliable enterprise AI is here. 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

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May 8, 2025in Data, Enterprise, Salesforce, Salesforce Data Cloud0 Comments
agentic revolution
06May

The Agentic AI Revolution

The Agentic AI Revolution: Reskilling and Trust as Competitive Imperatives The rise of agentic AI—autonomous systems capable of independent decision-making—isn’t just another tech trend; it’s a fundamental shift in how businesses operate. With AI agents projected to unlock $6 trillion in digital labor value, companies that fail to adapt risk being outpaced by AI-driven competitors. To thrive in this new era, business leaders must focus on two critical pillars: 1. Reskilling for the Age of AI Collaboration The Urgent Skills Gap Key Competencies for the AI Era ✅ Human-AI Collaboration – Managing AI agents, prompt engineering, and oversight✅ Strategic Thinking – Shifting from routine tasks to big-picture planning✅ Leadership & Management – Overseeing AI “teams” and decision flows A Call to Action for Businesses “With AI handling routine coding, developers can now focus on system architecture and innovation—but only if we equip them for this shift.” 2. Trust: The Foundation of AI Adoption The Risks of Unchecked AI Building a Trusted AI Framework 🛡️ Guardrails & Escalation Protocols – Define when AI must defer to humans🔐 Data Protection – Ensure compliance with zero-retention LLM policies (e.g., Einstein Trust Layer)📊 Transparency Tools – Give employees visibility into AI decision logic Salesforce’s Approach: Agentforce The Path Forward: AI + Humans in Partnership Why This Matters Now Key Takeaways for Leaders Linda SaundersCountry Manager & Senior Director of Solution Engineering, Africa | Salesforce “The future belongs to businesses that combine AI’s efficiency with human ingenuity—guided by an unwavering commitment to trust.” Ready to lead in the agentic AI era? The AI revolution isn’t coming—it’s here. The question is: Will your organization be a disruptor or disrupted? 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

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May 6, 2025in Agentic AI, Data, Salesforce0 Comments
Analytics tools like Einstein Analytics can identify patterns and trends in patient data, helping healthcare providers optimize workflows and improve the effectiveness of care delivery.
03May

Healthcare Payers Turn to Data Analytics for Cost Savings and Improved Outcomes

Facing persistent financial and staffing pressures, healthcare payers are increasingly adopting data analytics platforms to streamline operations, reduce costs, and enhance member outcomes. A new April 2025 report from KLAS Research offers its first evaluation of payer experiences with these solutions, highlighting key vendors and emerging trends. The Growing Role of Data Analytics in Payer Operations With healthcare organizations under constant pressure to improve efficiency and decision-making, data analytics tools provide critical visibility into claims data, utilization patterns, and financial performance. These platforms enable payers to: While KLAS’ research in this space is still evolving, the initial report assesses three leading vendors, with plans to expand coverage as more data becomes available. Key Vendor Performances 1. MedInsight – Best in KLAS 2025 (Score: 85.8) 2. MedeAnalytics (Score: 87.1) 3. Clarify Health Solutions 4. Salesforce Health Cloud Looking Ahead: Expanding the Vendor Landscape Additional players like CareJourney (acquired by Arcadia in 2024), Cedar Gate Technologies, and Cognizant are expected to be evaluated in future KLAS reports as more performance data emerges. The Bottom Line As payers seek greater efficiency and data-driven decision-making, analytics platforms are becoming indispensable. While MedInsight and MedeAnalytics lead in early adoption, the competitive landscape is still evolving—making future KLAS insights critical for payer organizations evaluating their options. Next Steps: With the right analytics partner, payers can unlock cost savings, operational efficiencies, and better member outcomes—key priorities in today’s challenging healthcare environment. 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

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May 3, 2025in Data, Life Sciences Cloud, Salesforce, Salesforce Health Cloud0 Comments
agents and copilots
21Apr

Copilots and Agents

Which Agentic AI Features Truly Matter? Modern large language models (LLMs) are often evaluated based on their ability to support agentic AI capabilities. However, the effectiveness of these features depends on the specific problems AI agents are designed to solve. The term “AI agent” is frequently applied to any AI application that performs intelligent tasks on behalf of a user. However, true AI agents—of which there are still relatively few—differ significantly from conventional AI assistants. This discussion focuses specifically on personal AI applications rather than AI solutions for teams and organizations. In this domain, AI agents are more comparable to “copilots” than traditional AI assistants. What Sets AI Agents Apart from Other AI Tools? Clarifying the distinctions between AI agents, copilots, and assistants helps define their unique capabilities: AI Copilots AI copilots represent an advanced subset of AI assistants. Unlike traditional assistants, copilots leverage broader context awareness and long-term memory to provide intelligent suggestions. While ChatGPT already functions as a form of AI copilot, its ability to determine what to remember remains an area for improvement. A defining characteristic of AI copilots—one absent in ChatGPT—is proactive behavior. For example, an AI copilot can generate intelligent suggestions in response to common user requests by recognizing patterns observed across multiple interactions. This learning often occurs through in-context learning, while fine-tuning remains optional. Additionally, copilots can retain sequences of past user requests and analyze both memory and current context to anticipate user needs and offer relevant suggestions at the appropriate time. Although AI copilots may appear proactive, their operational environment is typically confined to a specific application. Unlike AI agents, which take real actions within broader environments, copilots are generally limited to triggering user-facing messages. However, the integration of background LLM calls introduces a level of automation beyond traditional AI assistants, whose outputs are always explicitly requested. AI Agents and Reasoning In personal applications, an AI agent functions similarly to an AI copilot but incorporates at least one of three additional capabilities: Reasoning and self-monitoring are critical LLM capabilities that support goal-oriented behavior. Major LLM providers continue to enhance these features, with recent advancements including: As of March 2025, Grok 3 and Gemini 2.0 Flash Thinking rank highest on the LMArena leaderboard, which evaluates AI performance based on user assessments. This competitive landscape highlights the rapid evolution of reasoning-focused LLMs, a critical factor for the advancement of AI agents. Defining AI Agents While reasoning is often cited as a defining feature of AI agents, it is fundamentally an LLM capability rather than a distinction between agents and copilots. Both require reasoning—agents for decision-making and copilots for generating intelligent suggestions. Similarly, an agent’s ability to take action in an external environment is not exclusive to AI agents. Many AI copilots perform actions within a confined system. For example, an AI copilot assisting with document editing in a web-based CMS can both provide feedback and make direct modifications within the system. The same applies to sensor capabilities. AI copilots not only observe user actions but also monitor entire systems, detecting external changes to documents, applications, or web pages. Key Distinctions: Autonomy and Versatility The fundamental differences between AI copilots and AI agents lie in autonomy and versatility: If an AI system is labeled as a domain-specific agent or an industry-specific vertical agent, it may essentially function as an AI copilot. The distinction between copilots and agents is becoming increasingly nuanced. Therefore, the term AI agent should be reserved for highly versatile, multi-purpose AI systems capable of operating across diverse domains. Notable examples include OpenAI’s Operator and Deep Research. 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

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April 21, 2025in Agentic AI, AI Tools, Data, Google, Salesforce0 Comments
copilots and agentic ai
31Mar

Rise of Background Agents

The Rise of Autonomous AI Agents in Enterprise IT Enterprise IT leaders today grapple with mounting challenges: complex data ecosystems, aging legacy systems, and relentless integration demands that drain resources and stifle innovation. According to a Salesforce survey, 86% of IT leaders anticipate workloads increasing in the coming years, intensifying pressure to enhance efficiency and productivity. A transformative solution is emerging: autonomous AI agents that operate behind the scenes—collecting data, reasoning, making decisions, and executing tasks without human intervention. Unlike AI copilots that require direct user input, these “ambient” or “headless” agents activate automatically based on triggers such as data signals, workflows, APIs, or interactions with other agents. Running continuously, they enable enterprises to automate rigid, manual workflows and create more dynamic, scalable IT environments. “By deploying teams of ambient agents, CIOs can automate entire segments of static workflows, streamlining operations while building more agile and scalable infrastructure,” says Jayesh Govindarajan, EVP of AI at Salesforce. These agents reduce manual workloads, cut operational costs, and free IT teams to focus on strategic initiatives. Employees, meanwhile, benefit from reduced “swivel chair” inefficiencies—the constant app-switching that hampers productivity. The Shift Toward Agent-Centric Systems Adam Evans, EVP and GM of Salesforce AI, predicts that AI agents will eventually replace traditional app interfaces, becoming the primary way users interact with digital systems. This evolution hinges on multi-agent architectures, where an orchestrator agent manages task delegation, while specialized ambient agents retrieve data, analyze inputs, and execute actions across backend systems. Example: AI-Powered Customer Service When a customer inquires about an order status: Because these agents access both data and metadata, they deliver hyper-personalized recommendations, enhancing customer experiences. The Next Frontier: Multi-Agent Orchestration While companies like SharkNinja, Vivint, and the Adecco Group already deploy custom AI agents via Salesforce’s Agentforce platform, most operate in isolation. The next leap lies in multi-agent collaboration, where systems work in concert—akin to biological processes where cells communicate to sustain life. “Multi-agent orchestration is inevitable—bet on it,” asserts Govindarajan. Key Requirements for Scalable Agent Ecosystems ✅ Standardized Protocols – Like DNS for the internet, agents need universal discovery and communication frameworks.✅ High-Quality Data & Metadata – Critical for orchestrator agents to understand capabilities and constraints.✅ Unified Platforms – Systems like Salesforce’s deeply integrated ecosystem simplify agent deployment and coordination. Building the Future with Agentforce Salesforce’s AgentExchange—a marketplace for AI agents—and its Agentforce digital labor platform are accelerating enterprise adoption. In Q4 FY2025 alone, Salesforce secured over 5,000 Agentforce deals, including 3,000 paid deployments. For IT leaders, the promise is clear: multi-agent systems will redefine efficiency, productivity, and innovation—but only if built on robust, interoperable foundations. Conclusion: The Autonomous Enterprise is Here AI agents are no longer futuristic concepts—they are operational realities driving the next wave of enterprise efficiency. By embracing multi-agent architectures, businesses can:✔ Automate complex workflows end-to-end.✔ Eliminate manual bottlenecks across departments.✔ Unlock unprecedented scalability in IT operations. The future belongs to enterprises that harness autonomous, collaborative AI agents—transforming not just workflows, but entire business models. Ready to deploy AI agents in your organization? Discover how Agentforce can accelerate your automation 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

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March 31, 2025in AgentExchange, Agentforce Platform, Data, Enterprise, Salesforce0 Comments
Python-Based Reasoning
03Mar

Building Intelligent Order Management Workflows

Mastering LangGraph: Building Intelligent Order Management Workflows Introduction In this comprehensive guide, we will explore LangGraph—a robust library designed for orchestrating complex, multi-step workflows with Large Language Models (LLMs). We will apply it to a practical e-commerce use case: determining whether to place or cancel an order based on a user’s query. By the end of this tutorial, you will understand how to: We will walk through each step in detail, making it accessible to beginners and useful for those seeking to develop dynamic, intelligent workflows using LLMs. A dataset link is also provided for hands-on experimentation. Table of Contents 1. What Is LangGraph? LangGraph is a library that brings a graph-based approach to LangChain workflows. Traditional pipelines follow a linear progression, but real-world tasks often involve branching logic, loops (e.g., retrying failed steps), or human intervention. Key Features: 2. The Problem Statement: Order Management The workflow needs to handle two types of user queries: Since these operations require decision-making, we will use LangGraph to implement a structured, conditional workflow: 3. Environment Setup and Imports Explanation of Key Imports: 4. Data Loading and State Definition Load Inventory and Customer Data Define the Workflow State 5. Creating Tools and Integrating LLMs Define the Order Cancellation Tool Initialize LLM and Bind Tools 6. Defining Workflow Nodes Query Categorization Check Inventory Compute Shipping Costs Process Payment 7. Constructing the Workflow Graph 8. Visualizing and Testing the Workflow 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

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March 3, 2025in Data, Salesforce
Enhance Business Communication with Accurate Email Verification in Salesforce
28Feb

Enhance Business Communication with Accurate Email Verification in Salesforce

Email is the backbone of business communication, powering client interactions, customer engagement, and marketing campaigns. However, inaccurate email data can hurt your marketing efforts, damage your sender reputation, and lead to wasted resources. Verifying email addresses in Salesforce ensures data accuracy, improves deliverability, and strengthens overall communication efficiency. This guide explores how to easily verify email addresses in Salesforce, including a seamless solution—VTM (Verify the Email)—designed to simplify the process. How to Verify User Email Addresses in Salesforce Salesforce provides a built-in feature for verifying user email addresses when setting up accounts. This ensures that the email is active and functional. Here’s how: 1️⃣ Access Salesforce Setup – Navigate to the Setup Menu in Salesforce.2️⃣ Find the User Profile – Go to the Administration page, select Users, and choose the specific user account that needs verification.3️⃣ Trigger the Verification Email – When an email address is updated, Salesforce sends an automated verification email to the user.4️⃣ Confirm the Email – The user must click the link in the email to complete verification. While this method ensures the validity of user emails, it’s limited to Salesforce accounts. What about verifying emails for leads, contacts, and accounts? That’s where VTM comes in. Why Email Verification Matters in Salesforce Before diving into how VTM enhances verification, let’s explore why email validation is crucial: ✅ Improved Deliverability – Invalid email addresses cause bounces, harming your sender reputation and lowering future email success rates. ✅ Data Accuracy – Keeping Salesforce records clean ensures your team engages with valid contacts, reducing inefficiencies and missed opportunities. ✅ Compliance & Trust – Verifying emails helps maintain compliance with GDPR, CAN-SPAM, and other regulations, protecting your business from legal risks. ✅ Cost Efficiency – Many email marketing tools charge per email sent. Verifying addresses prevents wasted spending on invalid contacts. Given these challenges, VTM offers a scalable, automated solution for seamless email verification directly within Salesforce. How VTM Streamlines Email Verification in Salesforce Verify Email Addresses Without Sending Emails VTM checks the existence, domain status, and active mailbox availability of an email address—without sending actual emails. This prevents spam filter triggers and ensures verification happens discreetly. Batch Verification for Large Datasets Managing a large database? VTM enables bulk verification, allowing users to validate thousands of email addresses at once. This ensures your Salesforce data stays accurate and reliable, improving email campaign success rates. Real-Time Email Validation VTM performs instant email verification when new addresses are added to Salesforce. This proactive approach helps sales and marketing teams avoid bad data before campaigns even begin. Ensure Compliance with Email Regulations VTM helps businesses meet email security and compliance standards, ensuring verified addresses align with GDPR, CAN-SPAM, and other email regulations. This protects your organization from potential penalties while maintaining customer trust. Boost Marketing ROI Invalid email addresses can cause even the best-planned campaigns to fail. By verifying emails with VTM, businesses increase open rates, click-through rates, and overall campaign ROI. Seamless Salesforce Integration VTM operates entirely within Salesforce, offering a user-friendly experience with no need to switch between platforms. Its intuitive interface makes email verification simple and efficient for all users. Take Control of Your Email Data in Salesforce Ensuring email accuracy is key to business success. Whether you’re looking to improve deliverability, reduce bounces, or enhance campaign efficiency, VTM provides a powerful solution to keep your Salesforce data clean and reliable. 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

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February 28, 2025in Data, Salesforce, Technology
Salesforce Experience Cloud
12May

Nonprofit with Salesforce Experience Cloud

Transform Your Nonprofit with Salesforce Experience Cloud: A Digital Storefront for Engagement Think of Salesforce Experience Cloud as your Nonprofit’s digital storefront—always open, always inviting. This powerful Digital Experience Platform (DXP) enables you to create custom portals, communities, and hubs where donors, volunteers, and beneficiaries can seamlessly connect with your organization. Instead of juggling endless emails and spreadsheets, Experience Cloud centralizes interactions, making them self-service, intuitive, and engaging. With nonprofit-specific features, you can build customized, branded experiences without heavy development work. Here’s what makes Experience Cloud a game-changer: ✅ Drag-and-drop site builder for effortless customization✅ Prebuilt templates & Lightning components for quick deployment✅ Mobile Publisher for consistent branding across mobile apps✅ Built-in content management system (CMS)✅ Personalization tools like audience targeting & role-based access✅ Einstein AI-powered chatbots for instant responses✅ Gamification with badges & leaderboards✅ Google Analytics 4 integration for engagement insights✅ Advanced security with Lightning Locker & Clickjack protection …and much more. 🔍 Nonprofit Solutions You Can Build with Salesforce Experience Cloud 1️⃣ Program Applications & Intake Portals Managing program applications can be overwhelming without a structured system. Experience Cloud allows Nonprofits to create a self-service portal where applicants can submit forms, track status updates, and receive automated notifications—eliminating paper-based processes and endless email chains. With Dynamic Forms and Flow Builder, applications stay structured while automation accelerates approvals. Plus, since everything syncs to the Nonprofit Success Pack (NPSP), you’ll always have a real-time view of applicants and program impact. 2️⃣ Volunteer Portals Managing volunteers shouldn’t feel like a full-time job. With a Volunteer Portal, people can sign up, pick shifts, and track their hours—all without back-and-forth emails. Features like automated background checks and approval workflows ensure smooth operations. Meanwhile, Experience Cloud’s Chatter integration fosters engagement, helping you track who’s active, who’s disengaged, and who might need a little encouragement. 3️⃣ Community Partner Portals Nonprofits thrive on partnerships, and a Community Partner Portal keeps corporate sponsors, local businesses, and community groups connected. With this portal, partners can log in, access shared resources, submit funding applications, and track joint projects—all from one secure platform. Role-based access ensures that sensitive data stays protected while collaboration remains seamless. 4️⃣ Membership Portals If your nonprofit has a membership program, Experience Cloud helps you build a Member Portal where users can renew memberships, update information, and access exclusive content. Want to boost engagement? Introduce gamification with badges, leaderboards, and personalized event recommendations. Since everything is integrated with Salesforce CRM, you’ll gain real-time insights into member activity to keep engagement levels high. 5️⃣ Grant Management Portals Grant applications shouldn’t feel like a never-ending email thread. With Experience Cloud, you can create a Grant Management Portal where organizations apply for funding, track application progress, and submit reports—all in one place. Einstein AI can even prioritize applications based on predefined criteria, accelerating the review process. Grantors, in turn, can access real-time funding reports—enhancing transparency and trust. 6️⃣ E-Commerce & Donation Portals Looking to sell nonprofit merchandise or accept donations online? Experience Cloud seamlessly integrates with Salesforce Commerce Cloud, allowing you to build an e-commerce storefront for hassle-free transactions. Supporters can:💳 Make one-time or recurring donations🛍️ Purchase branded merchandise📜 Track donation history & receive personalized thank-you messages For secure transactions and easy donor tracking, you can integrate Stripe, PayPal, or other payment processors directly into your portal. 7️⃣ Voter Registration Portals If your nonprofit promotes civic engagement, Experience Cloud can power a Voter Registration Portal where users can check registration status, sign up to vote, and receive election reminders. With geolocation tools, voters can find polling places instantly, while Marketing Cloud integration allows you to send timely voter updates—ensuring higher participation in the democratic process. Implementing Salesforce Experience Cloud for Nonprofits Which Approach is Right for Your Nonprofit? Your ideal Experience Cloud implementation depends on your current CRM, budget, and long-term strategy. 1️⃣ Standalone Experience Cloud Implementation If your nonprofit already uses Salesforce CRM (but not NPSP), you can still implement Experience Cloud independently to create portals, volunteer hubs, and dashboards while maintaining your existing CRM as the system of record. Considerations:🔹 Custom Configuration – You’ll need to set up nonprofit-specific objects & automation.🔹 Permissions & Access – Well-structured security settings are crucial.🔹 CRM Integration – If using a non-Salesforce CRM, API integrations (e.g., MuleSoft, Zapier) will be required. This option is best for nonprofits that want external-facing engagement tools without fully shifting to the Salesforce Nonprofit ecosystem. 2️⃣ Experience Cloud + Nonprofit Cloud / NPSP For nonprofits already using Salesforce Nonprofit Cloud or NPSP, Experience Cloud becomes an extension of your engagement strategy. 🔹 Real-time donor, volunteer, and grant data sharing🔹 Prebuilt nonprofit features (fundraising, donor management, program tracking)🔹 Automation & AI-powered engagement 3️⃣ Experience Cloud + Third-Party Nonprofit CRMs Already using a third-party nonprofit CRM (like Raiser’s Edge NXT, Neon One, or DonorPerfect)? You can still leverage Experience Cloud, but strong integration is key. 🔹 Experience Cloud powers your donor, volunteer, or program portal🔹 API-based sync required for real-time data exchange🔹 Tools like MuleSoft or Zapier help bridge data gaps This approach is ideal for nonprofits wanting the flexibility of Experience Cloud without migrating their backend to Salesforce. Final Thought: Making Experience Cloud Work for Your Nonprofit No matter your approach, Salesforce Experience Cloud is a powerful tool to drive engagement and efficiency for nonprofits. However, successful implementation requires a well-thought-out strategy. Need expert guidance? A Salesforce implementation partner can help tailor Experience Cloud to fit your unique nonprofit needs, ensuring your digital storefront delivers maximum impact. 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

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May 12, 2023in Data, Google, Google Analytics, Mulesoft, Salesforce, Salesforce Commerce Cloud, Salesforce Experience Cloud, Salesforce Nonprofit Cloud

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