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Discharge Planning
03Oct

Discharge Planning

Discharge planning is crucial for smoothly transitioning patients from hospital care to the next stage of their recovery. This process requires collaboration among patients, caregivers, and providers to create a personalized plan that ensures continuity of care after hospitalization. Effective discharge planning must consider the patient’s care needs, preferences, and concerns. When done well, it helps prevent readmissions and alleviates strain on both patients and hospitals. However, balancing clinical judgment with patient data can challenge care teams already burdened with heavy workloads. Jean Halpin, COO at Grant Medical Center, shared how the organization has integrated AI tools to predict discharge dates and automate parts of the discharge planning process, helping to streamline patient care. Challenges of Effective Discharge Planning Halpin emphasized that a streamlined discharge process is essential for reducing wait times and improving patient engagement. Yet, various factors influence how quickly patients are discharged, particularly in emergency rooms where delays can affect overall patient flow. “Most of the wait time we experience as patients boils down to a lengthy discharge process that isn’t effectively moving patients,” Halpin explained. “It’s a domino effect. Someone waiting in the ER for a bed is delayed because another patient hasn’t been discharged when they should have been.” To address these inefficiencies, Grant Medical Center implemented the Qventus Inpatient Solution. This tool integrates with electronic health records (EHRs) to analyze patient data—such as clinical notes, history, and labs—and provides recommendations on discharge timing. These insights have helped reduce ER wait times and improved patient flow. Integrating AI into Clinical Workflows Adopting AI in healthcare comes with integration challenges, particularly ensuring that tools enhance, rather than hinder, clinicians’ workflows. Halpin noted that the Qventus tool minimizes disruptions by seamlessly pulling EHR data to generate an estimated discharge date, allowing care teams to focus on patient care without extra administrative burdens. “As a patient’s health changes, the [discharge] date can fluctuate, but AI uses its data to predict the most accurate day based on similar cases,” Halpin explained. “The care teams can then review the date and determine whether they agree, without having to sift through records to develop their own recommendation.” Halpin also highlighted the value of AI in reducing the administrative load. Tasks like coordinating discharges to rehab facilities, ordering tests, and prescribing medication consume significant time, and automating these functions allows care teams to focus more on direct patient care. Embracing AI to Alleviate Healthcare Worker Burdens For healthcare systems adopting AI, accurately assessing its impact is critical. At Grant Medical Center, leadership is measuring success by evaluating employee satisfaction, patient outcomes, and administrative improvements—such as time and cost savings. “By improving our patient flow, we reduced unnecessary stays by nearly 1,400 days. Patients are happy to go home on time, and our care teams can focus on working at the top of their license,” said Halpin. Despite the benefits, Halpin stressed that implementing AI requires thoughtful onboarding to ensure staff are comfortable with the new tools. Training and support are key to making the transition seamless and enabling teams to see how AI can enhance their workflows. “Health system leaders should embrace advancements that help alleviate burdens for workers,” she said. “Once teams understand the tool, they can prioritize patient care while AI handles the time-consuming admin tasks.” Halpin concluded that embracing AI in discharge planning not only improves operational efficiency but also empowers healthcare teams to deliver better, more focused care. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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October 3, 2024in Salesforce Einstein, Salesforce Health and Life Sciences Solutions, Salesforce Optimization
Agentforce Unveiled
03Oct

Agentforce Unveiled

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

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October 3, 2024in Einstein 1 Platform, Salesforce Einstein, Salesforce Optimization
Salesforce AI Tools for Healthcare
18Sep

Salesforce AI Tools for Healthcare

Salesforce to Launch Pre-Built AI Tools for Healthcare in October Salesforce is introducing a new library of out-of-the-box AI tools specifically designed for healthcare operations, available through its Health Cloud. These generative AI features aim to streamline time-consuming tasks by integrating directly into clinician workflows, enhancing both the quality and efficiency of patient care. Key Features and Benefits Part of Salesforce’s broader initiative to address operational challenges across 15 industries, these healthcare-specific AI tools are embedded in each of its industry clouds. The Einstein Copilot, for example, will allow healthcare providers to generate patient summaries in natural language, leveraging new data management capabilities. This could enable care coordinators to view comprehensive patient summaries—such as care plans, prescriptions, and prior authorizations—before appointments. According to Salesforce, these AI-driven services, powered by Einstein prompts, are integrated within Health Cloud’s member accounts, simplifying administrative tasks like sending referrals and booking appointments. Data privacy and security remain a priority, with Einstein’s data masking and zero data retention layer ensuring patient information is protected. Beyond patient care, the new AI features will support business operations, including verifying insurance coverage, determining out-of-pocket costs, and ensuring eligibility—all designed to reduce administrative burdens and improve operational efficiency. Why It Matters Healthcare organizations often lack the resources to build and train their own AI models, a process that can cost upwards of 0 million. Salesforce’s pre-built AI capabilities provide an accessible solution, allowing organizations of all sizes to adopt AI tools tailored to their specific needs. By automating administrative processes, healthcare providers can focus more on patient care, with faster approvals and fewer manual tasks. Salesforce is positioning these tools to help organizations streamline workflows, reduce inefficiencies, and ultimately improve the patient experience. The features will be generally available in October, with pricing based on specific implementations. Industry Impact and Larger Trend The release of these healthcare-specific AI tools is part of Salesforce’s broader push into industry-specific AI. In March, Salesforce launched the Einstein AI Copilot within its Einstein 1 Platform, designed to leverage healthcare organizations’ unique data within its Health Data Cloud. New capabilities, such as patient services and benefits verification, aim to reduce platform switching, enabling faster approvals and supporting clinicians in real-time patient record updates. Salesforce’s investment in industry-specific AI comes at a time when many healthcare organizations are grappling with the rising costs of technology and labor. At the HIMSS AI in Healthcare Forum in Boston, leaders echoed the challenges of managing expansive technology footprints while balancing the need for AI-driven transformation. Operational workflows, particularly back-office processes, offer a low-risk area for AI deployment, as noted by Lee Schwamm, chief digital health officer at Yale New Haven Health System. On the Record “Organizations of every size and budget can now easily get started with practical AI tools that were purposefully designed to solve their unique challenges,” said Jeff Amann, executive vice president and general manager of Salesforce Industries. Salesforce’s new AI use case library, featuring more than 100 AI capabilities embedded across 15 industry clouds, underscores the company’s commitment to developing industry-specific solutions. For healthcare, these tools include automated patient matching for clinical trials, AI-generated prescriptions, and pre-visit summaries—helping organizations accelerate time to care and improve clinical outcomes. In addition, a new auto-matching tool for life sciences will assist in identifying eligible clinical trial participants, using both structured and unstructured data to reduce assessment time. These features allow healthcare CIOs to easily deploy AI capabilities designed to address their organization’s unique needs. Looking Ahead Salesforce’s latest AI tools for healthcare represent a significant step in the company’s strategy to bring industry-specific AI to market, with healthcare, life sciences, financial services, and retail among its top priorities. By offering pre-built, customizable solutions, Salesforce is making AI accessible to a broader range of organizations, enabling them to deliver value quickly while navigating the complexities of modern healthcare operations. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 18, 2024in Einstein 1 Platform, Generative AI, Salesforce Development Services, Salesforce Einstein, Salesforce Health and Life Sciences Solutions, Salesforce Optimization
Triggering a Refresh of the Einstein Next Best Action
16Sep

Triggering a Refresh of the Einstein Next Best Action

How to Force a Refresh of the Einstein Next Best Action Component User Question: “Hi folks, is there a way to force a refresh of the Einstein Next Best Action component in the service console? I tried re-executing my recommendation strategy flow, but the recommendation didn’t change, even though the flow picked a new one. I also triggered the lightning:nextBestActionsRefresh event from an Aura component, but that didn’t work either.” Triggering a Refresh of the Einstein Next Best Action (NBA) Component Einstein Next Best Action (NBA) is designed to react dynamically to changes in Salesforce, updating its recommendations. While refreshing the entire page works, there are more efficient methods to trigger a refresh in a more subtle, automatic way. Trigger 1: Automatic Refresh Based on Record Changes If a field on the record is modified, the NBA component automatically refreshes to show updated recommendations. Trigger 2: Refresh Triggered by Flow on the Same Page NBA also refreshes if a flow changes a related object. For example, if a flow modifies a related Survey record, the NBA component on the current record page will refresh. This smart refresh is facilitated by Salesforce’s Lightning cache, though it may not apply in all scenarios. Trigger 3: Community Cloud Event Integrations NBA can refresh via special event integrations in Salesforce Community Cloud pages. Trigger 4: Using a Lightning Component on the Same Page The NBA component listens for the lightning:nextBestActionsRefresh event. When triggered, it sends a new request to the NBA strategy execution endpoint. If the updated strategy returns new recommendations, the component refreshes automatically. This works on both Lightning Experience and Communities pages. To fire the event from a Lightning component, add this tag: htmlCopy code<aura:registerEvent name=”refreshEvent” type=”markup://lightning:nextBestActionsRefresh”/> Make sure the event includes the correct recordId in its payload. The component will only refresh if the event’s recordId matches the current record page. Example Code for Firing the Event: javascriptCopy codefunction(component, event, helper) { var appEvt = $A.get(“e.lightning:nextBestActionsRefresh”); if (!$A.util.isEmpty(component.get(“v.myRecordId”))) { appEvt.setParam(“recordId”, component.get(“v.myRecordId”)); } appEvt.fire(); } Trigger 5: Flow Firing the Application Event If your flow doesn’t modify related records but you still want to refresh NBA, you can trigger the nextBestActionsRefresh event from a Lightning component on a flow screen. This will prompt NBA to refresh. Trigger 6: Using Platform Events Platform events enable any event in Salesforce or an external system to trigger an NBA refresh. This is useful for real-time updates, like dynamically changing recommendations based on supply chain or ERP changes. One example involved updating recommendations based on customer sentiment detected during call recordings. By implementing these methods, you can ensure the NBA component remains responsive and up-to-date across various use cases. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 16, 2024in Salesforce, Salesforce Einstein, Salesforce Implementation Services, Salesforce User Questions
Demandbase One for Sales iFrame
09Aug

Demandbase One for Sales iFrame

Understanding the Demandbase One for Sales iFrame in Salesforce The Demandbase One for Sales iFrame (formerly known as Sales Intelligence) allows sales teams to access deep, actionable insights directly within Salesforce. This feature provides account-level and people-level details, including engagement data, technographics, intent signals, and even relevant news, social media posts, and email communications. By offering this level of visibility, sales professionals can make informed decisions and take the most effective next steps on accounts. Key Points: Overview of the Demandbase One for Sales iFrame The iFrame is divided into several key sections: Account, People, Engagement, and Insights tabs. Each of these provides critical information to help you better understand and engage with the companies and people you’re researching. Account Tab People Tab Engagement Tab Final Notes: The Demandbase One for Sales iFrame is a powerful tool that provides a complete view of account activity, helping sales teams make informed decisions and drive results. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 9, 2024in Data
Agentic AI is Here
20Jun

Agentic AI is Here

Embracing the Era of Agentic AI: Redefining Autonomous Systems A new paradigm in artificial intelligence, known as “Agentic Artificial Intelligence,” is poised to revolutionize the capabilities of the known autonomous universe. This cutting-edge technology represents a significant leap forward in AI-driven decision-making and action, promising transformative impacts across various industries including healthcare, manufacturing, IT, finance, marketing, and HR. Agents are the way to go! There is no two ways about this. Looking into the progression of the Large Language Model based applications since last year, its not hard to see that the Agentic Process (agents as reusable, specific and dedicated single unit of work) — would be the way to build Gen AI applications. What is Agentic AI? Agentic Artificial Intelligence marks a departure from traditional AI models that primarily focus on passive observation and analysis. Unlike its predecessors, which often require human intervention to execute tasks, Agentic AI systems possess the autonomy to initiate actions independently based on their assessments. This allows them to navigate much more complex environments and undertake tasks with a level of initiative and adaptability previously unseen. At least outside of sci-fy movies. Real-World Applications of Agentic Artificial Intelligence Healthcare In healthcare, Agentic AI systems are transforming patient care. These systems autonomously monitor vital signs, administer medication, and assist in surgical procedures with unparalleled precision. By augmenting healthcare professionals’ capabilities, these AI-driven agents enhance patient outcomes and streamline care processes. Augmenting is the key word, here. Manufacturing and Logistics In manufacturing and logistics, Agentic AI optimizes operations and boosts efficiency. Intelligent agents handle predictive maintenance of machinery, autonomous inventory management, and robotic assembly. Leveraging advanced algorithms and sensor technologies, these systems anticipate issues, coordinate complex workflows, and adapt to real-time production demands, driving a shift towards fully autonomous production environments. Customer Service Within enterprises, AI agents are revolutionizing business operations across various departments. In customer service, AI-powered chatbots with Agentic Artificial Intelligence capabilities engage with customers in natural language, providing personalized assistance and resolving queries efficiently. This enhances customer satisfaction and allows human agents to focus on more complex tasks. Marketing and Sales Agentic Artificial Intelligence empowers marketing and sales teams to analyze vast datasets, identify trends, and personalize campaigns with unprecedented precision. By understanding customer behavior and preferences at a granular level, AI agents optimize advertising strategies, maximize conversion rates, and drive revenue growth. Finance and Accounting In finance and accounting, Agentic AI streamlines processes like invoice processing, fraud detection, and risk management. These AI-driven agents analyze financial data in real time, flag anomalies, and provide insights that enable faster, more informed decision-making, thereby improving operational efficiency. Ethical Considerations of Agentic Artificial Intelligence The rise of Agentic AI also brings significant ethical and societal challenges. Concerns about data privacy, algorithmic bias, and job displacement necessitate robust regulation and ethical frameworks to ensure responsible and equitable deployment of AI technologies. Navigating the Future with Agentic AI The advent of Agentic AI ushers in a new era of autonomy and innovation in artificial intelligence. As these intelligent agents permeate various facets of our lives and enterprises, they present both challenges and opportunities. To navigate this new world, we must approach it with foresight, responsibility, and a commitment to harnessing technology for the betterment of humanity. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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June 20, 2024in Marketing Automation, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Public Sector Solutions, Salesforce Sales Cloud
Einstein Web Recommendations
16May

Einstein Web Recommendations

Einstein Web Recommendations leverage Einstein’s capabilities to analyze user behavior, construct preference profiles, and deliver personalized content tailored to each website visitor. Utilize application scenarios to fine-tune recommendations according to your specific business rules. Web Recommendations are provided through two methods: a JSON response or HTML/JS. While the JSON response is the recommended delivery method due to its flexibility, HTML/JS can be used if the web team is unable to work with JSON. As the JSON method allows for greater flexibility, you are responsible for parsing and styling the recommendations within your web environment. Marketing Cloud Einstein Recommendations enable the creation of product or content recommendations for display on your website. The Einstein Recommendation Engine necessitates a minimum of three active items in your product catalog. Incorporate any catalog field into the web recommendation call, emphasizing a clear understanding of the data driving recommendations during catalog setup. A unique web recommendation call is generated for each page type, with Home, Product, Category, Cart, and Conversion pages recommended as a best practice. However, there is no restriction on the number of pages that can be configured in the UI. Page templates are utilized by Einstein Recommendations, treating a Product Page as a template for building personalized recommendations specific to a product page. Different types of page templates may have distinct scenarios and contexts. For instance, recommendations on a product page may be based on the viewed product, adding context. Conversely, homepage recommendations rely on overall user affinity, lacking specific context. Integrate the Einstein Web Recommendations code into the designated page’s code, incorporating both the JavaScript for the recommendation call and the HTML recommendation zone placeholder provided. Select and configure the content to be included in your web recommendations: 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 Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Guide to Creating a Working Sales Plan Creating a sales plan is a pivotal step in reaching your revenue objectives. To ensure its longevity and adaptability to Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more

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May 16, 2024in Generative AI, Salesforce Einstein
Education Cloud AI Innovations
14May

Education Cloud AI Innovations

Salesforce AI Innovations: Empowering Student Success and Faculty Efficiency Salesforce is introducing new Education Cloud AI Innovations, AI-powered tools designed to streamline the educational journey, enabling students to chart clear paths to graduation, translate their coursework into resume-ready skills, and connect with mentors who can guide them toward their career goals. Enhancing Faculty and Staff Efficiency with AI New generative AI capabilities are set to automate time-consuming tasks for faculty and staff, allowing them to focus on what matters most—driving student success. Personalizing Student Experiences with AI Institutions like the University of Nevada Las Vegas and Texas Tech are leveraging Salesforce for Education to create personalized student experiences and improve staff efficiency through AI-driven solutions. Salesforce Introduces AI-Powered Student Success Tools for Education Cloud Today, Salesforce unveiled cutting-edge AI tools for Education Cloud, including Intelligent Degree Planning and Skills Generator. These innovations are designed to help institutions craft personalized graduation pathways, translate coursework into tangible skills, and facilitate impactful mentorship programs. Additionally, Salesforce introduced Data Cloud for Education and Einstein Copilot Recruitment & Admissions Actions. These tools will enable institutions to automate routine tasks, enhance recruitment and enrollment processes, and bolster student support. Why It Matters Education professionals face the highest burnout rates across industries, and students are feeling the impact—only 11% of college students believe they are workforce-ready. As the education sector approaches an enrollment cliff, confidence in the value of a college degree is declining, and educators are leaving the profession in significant numbers. Schools must find ways to reduce staff workload while improving student experiences and outcomes. Explore Education Cloud Elevate the educational experience with the #1 AI CRM for learner and institution success. DIVE IN AI Innovation for Lifelong Student Success The new AI capabilities for Education Cloud, built on Salesforce’s Einstein 1 Platform, will help higher education and K-12 institutions unlock the power of their data to deliver trusted AI solutions. These innovations are designed to improve staff efficiency while enhancing student experiences and learning outcomes. Key features include: AI in Action for Faculty and Staff Salesforce is delivering new AI and data tools to automate tasks related to recruitment, enrollment, and student experience management. New features include: With these industry-specific AI and data tools, Education Cloud is poised to help K-12 and higher education institutions offer more individualized support to every student while increasing operational efficiency and reducing staff burnout. The Salesforce Perspective “Every institution wants to provide the best possible experiences for their students and staff. With industry-specific AI and data tools, Education Cloud will help K-12 and higher ed institutions offer more personalized support to every student while increasing efficiency and helping to reduce staff burnout. This will free educators and staff to focus on improving student outcomes, such as career readiness, well-being, and graduation rates.”— Bala Subramanian, VP & GM of Education Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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May 14, 2024in Einstein 1 Platform, Generative AI, Salesforce Education Cloud, Salesforce Education Solutions, Salesforce Einstein, Salesforce Managed Services, Salesforce Optimization, Salesforce Shield
Salesforce AI
09May

Salesforce AI

Salesforce AI is the cornerstone of our Einstein 1 Platform, offering reliable and adaptable AI solutions seamlessly integrated into your customer data. With Einstein, you can craft tailored, predictive, and generative AI experiences to address all your business requirements securely. Einstein brings conversational AI to every facet of your operations, from workflows and users to departments and industries. Here’s what Einstein can do for you: Sales AI: Accelerate sales cycles with trusted AI capabilities. Einstein can compose emails enriched with customer insights, summarize sales calls, and provide real-time predictions to guide sellers towards successful deals. Customer Service AI: Enhance customer service experiences while boosting agent efficiency. Einstein surfaces relevant information during support interactions, automates case resolutions, and empowers agents with a knowledge base. Marketing AI: Drive personalized and efficient marketing campaigns at scale. Einstein provides insights to enhance engagement, create personalized customer journeys, and automate outreach efforts. Commerce AI: Personalize every buyer and merchant interaction with flexible ecommerce AI tools. Einstein generates product descriptions, recommends relevant products, and optimizes buying experiences. Einstein 1 Studio: Customize and extend AI for CRM with ease. Configure actions, prompts, and models to tailor Einstein Copilot to your specific business needs. Copilot Builder: Extend Einstein Copilot with familiar platform features to streamline workflows and monitor interactions seamlessly. Prompt Builder: Create prompt templates to expedite tasks and generate content grounded in your business data, ensuring relevance across Einstein Copilot, Lightning pages, and flows. Model Builder: Build or import predictive AI models into Salesforce and the Einstein Trust Layer, seamlessly managing AI models in a unified control plane. Deploy AI you can trust with the Einstein Trust Layer, ensuring privacy, security, and responsible use across your organization. Features like Dynamic Grounding, Sensitive Data Masking, and Ethics and Inclusivity policies uphold ethical AI principles while optimizing accuracy and relevance. Join companies like General Mills and Riley Children’s Health in leveraging the power of Salesforce AI to drive personalized experiences and optimize operations for greater impact and efficiency. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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May 9, 2024in Einstein 1 Platform, Generative AI, Salesforce, Salesforce Einstein
Tectonic at a Glance
07May

Why AI Keeps Salesforce Co-Founder Up At Night

Parker Harris holds conflicting views on artificial intelligence (AI). As the co-founder of Salesforce, he has urged the company’s leaders to swiftly integrate AI into their products. However, he grapples with concerns about maintaining the balance between speed and the company’s reputation for delivering high-quality solutions to clients. This dilemma has even led him to lose sleep. Expressing his anxiety at Salesforce’s World Tour event in New York City, Harris emphasized the unprecedented pace of AI development. He feels a sense of urgency to accelerate the adoption of AI technologies, driven by the need to meet customer expectations. Yet, he recognizes the importance of caution, knowing that customers rely on Salesforce to provide reliable solutions. Harris acknowledges the challenge of navigating this balance, pondering how to move quickly without making critical mistakes. Transitioning to his role as chief technology officer at Slack, a subsidiary of Salesforce, Harris reflected on AI’s potential, particularly its ability to generate images and videos from simple prompts. However, he tempered the enthusiasm by noting that what may seem like “magic tricks” on social media platforms may not necessarily translate effectively in workplace contexts. Harris also acknowledged the pervasive fear among entrepreneurs of missing out on the AI revolution, especially after a significant milestone in February when OpenAI, a market leader, was valued at $80 billion. This realization, coupled with the partnership between Salesforce rival Microsoft and OpenAI, prompted Harris and Salesforce co-founder Marc Benioff to acknowledge their need to catch up in the AI race. Salesforce’s main AI offering, Einstein, enables businesses to create predictive AI models using proprietary customer data. In Slack, enterprises can access Slack AI, a tool that summarizes conversations and provides answers to questions, for a monthly fee of $10 per person. Despite the promise of AI, Harris highlighted a critical issue: trust. He expressed concerns about AI occasionally providing inaccurate information or omitting key details, which could erode user trust in the technology. Maintaining trust is crucial, as users are unlikely to continue using AI tools if they encounter such troubling issues. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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May 7, 2024in Salesforce, Salesforce Einstein
Generative AI Regulations
25Apr

Lobbying for AI Rules on Environemental Impact

Computing currently accounts for up to 3 percent of global power consumption, and Salesforce believes that AI could triple this figure. Lobbying for AI Rules on Environemental Impact. To address these concerns, Salesforce is initiating lobbying efforts to establish new regulations mandating emissions disclosure and efficiency standards for artificial intelligence. This announcement was made on Monday as part of Salesforce’s new “Sustainable AI Policy Priorities.” The company has previously taken stances on AI ethics and equity, a trend also seen among other major tech firms like Amazon, Google, and Microsoft. The move comes amidst rising apprehension about the energy-intensive nature of training and operating AI algorithms. Data centers already consume 2-3 percent of annual global power, a figure projected to triple by 2030 due to AI’s accelerating demand, according to Boston Consulting Group. This prospect has motivated tech giants like Amazon, Google, and Microsoft to explore alternative, non-fossil fuel energy sources such as nuclear and geothermal. Lobbying for AI Rules on Environemental Impact Salesforce has outlined six policy priorities aimed at supporting “sustainable AI” through regulations and incentives, categorized into two areas: Salesforce has already begun disclosing energy and environmental metrics related to its AI development activities. The company prioritizes the use of energy-efficient hardware and operates in data centers powered by lower-carbon sources, in collaboration with Google’s cloud services. Moreover, Salesforce, like other tech giants, supports organizations and startups developing AI applications with climate benefits. It recently announced support for five new nonprofits focused on climate initiatives: Climate Collective Foundation, Good360, Groundswell, Ocean Risk and Resilience Action Alliance, and WattTime. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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April 25, 2024in Salesforce, Salesforce Einstein
Salesforce Einstein Summer 24 Release Notes
24Apr

Salesforce Einstein Summer 24 Release Notes

Supercharge your workforce efficiency with predictive and generative AI. Salesforce Einstein Summer 24 Release Notes. Rights of ALBERT EINSTEIN are used with permission of The Hebrew University of Jerusalem. Represented exclusively by Greenlight. CLOUD FEATURES RELEASE NOTE June ’24 Analytics Report Formula Generation Add Calculated Fields to Your Data Cloud Reports with Einstein Generative AI Field Service Pre-Work Brief Customize the Pre-Work Brief with Prompt Builder Flow Builder Einstein for Flow Let Einstein Build a Draft Flow for You Industries: Contracts Contracts AI Tailor Your Default and New Field Prompts for Effective Data Extraction Industries: Health Cloud Assessment Generation Automate Assessment Generation With Einstein Generative AI Industries: Net Zero Cloud ESG Reports Einstein for Net Zero Cloud Overall Salesforce Scheduler Generate Personalized Appointment Invitation Emails with Prompt Builder Sales Enablement, Relationship Selling, Sales Emails Einstein for Sales Sales Einstein Conversation Insights Einstein Conversation Insights Service Article Recommendations, Feedback Management, Work Summaries Einstein for Service Service Service Catalog Einstein for Service Catalog Einstein Features Salesforce Einstein Summer 24 Release Notes Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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April 24, 2024in Einstein 1 Platform, Einstein Insights, Generative AI, Salesforce, Salesforce Data Cloud, Salesforce Einstein
Einstein Prediction Builder
19Apr

Einstein Prediction Builder

Einstein Prediction Builder, a sophisticated yet user-friendly tool from Salesforce Einstein, empowers users to generate predictions effortlessly, without requiring machine learning expertise or coding skills. This capability enables businesses to augment their operations with foresight-driven insights. As of the Spring ’20 release, all Enterprise Edition and above orgs can build one free prediction with Einstein Prediction Builder. Consider the potential business outcomes unlocked by leveraging Einstein Prediction Builder. Let’s delve into a hypothetical scenario: Meet Mr. Claus, the owner of ‘North Claus,’ a business that began as a modest family venture but gradually expanded its footprint. As ‘North Claus’ burgeoned across 10 countries, Mr. Claus recognized the need for Business Intelligence (BI) to navigate market dynamics effectively. BI entails gathering insights to forecast and comprehend market shifts—an imperative echoed by Jack Ma’s famous adage, “Adopt and change before any major trends and changes.” Intrigued by the prospect of BI, especially amidst the disruptive backdrop of Covid-19, Mr. Claus embarked on a journey to implement it in his company. The Formation of Business Intelligence: In today’s digital landscape, businesses amass vast amounts of data from diverse sources such as sales, customer interactions, and website traffic. This data serves as the bedrock for deriving actionable insights, enabling organizations to formulate forward-looking strategies. However, developing robust BI capabilities poses several challenges: Mr. Claus grappled with these challenges as he endeavored to develop BI independently. Recognizing the complexity involved, he turned to Salesforce, particularly intrigued by Einstein Prediction Builder. Einstein Prediction Builder Trailhead Understanding Einstein Prediction Builder: Einstein Prediction Builder, available in various Salesforce editions, leverages checkbox and formula fields to generate predictions. Before utilizing Prediction Builder, certain prerequisites must be met: Creating Einstein Predictions: To initiate the creation of Einstein Predictions, users navigate to Setup and access the Einstein Prediction Builder. The guided Setup simplifies the process, guiding users through relevant data inputs at each step. Once configured, predictions can be enabled, disabled, or cloned as needed. Key Features and Applications: Einstein Predictions integrate seamlessly with Salesforce Lightning, providing predictive insights directly on record pages. These predictions offer invaluable guidance on various aspects, such as sales opportunities and payment delays. Additionally, Prediction Builder facilitates packaging of predictions for seamless deployment across orgs and supports integration with external platforms like Tableau. Prediction Builder equips businesses with the intelligence needed to anticipate market trends, optimize workflows, and enhance customer interactions. As Mr. Claus discovered, embracing predictive analytics can revolutionize decision-making and drive sustainable growth. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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April 19, 2024in Einstein Insights, Salesforce, Salesforce Einstein

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