Engagement Archives - gettectonic.com - Page 9

Five9 Deepens Salesforce Partnership

Five9 Deepens Salesforce Partnership to Advance AI-Powered Contact Centers Five9 is strengthening its collaboration with Salesforce to help mutual customers streamline service environments and implement AI-powered agents that enhance customer interactions. A Strategic Partnership in AI & Customer Service The announcement comes as Five9 celebrates a 17% year-over-year (YoY) revenue growth, with Chairman & CEO Mike Burkland crediting the company’s expanding partner network for driving success. While acknowledging partnerships with Microsoft, Google, ServiceNow, and Verint, Burkland highlighted Five9’s deepening relationship with Salesforce, emphasizing: “Salesforce and Five9 share a vision where AI agents and human agents work together to elevate customer experiences.” A key focus of this partnership is enhancing integration between Five9 and Agentforce, Salesforce’s platform for autonomous AI agents. This marks the first CCaaS vendor integration with Agentforce, opening up new opportunities for intelligent, industry-specific AI applications. Industry-Specific AI Agents: A Game Changer By embedding Agentforce capabilities within the Five9-Salesforce CCaaS-CRM ecosystem, businesses can automate critical customer service workflows. Some examples include: These are just a few use cases demonstrating how AI-driven automation can transform customer engagement across industries. CCaaS vs. CRM: Who Will Lead AI in Contact Centers? As AI reshapes customer service, industry analysts have questioned whether businesses will favor their CRM provider over their CCaaS vendor for AI-driven automation. Burkland dismissed this as a false choice, explaining: “It’s going to be a mix. Even if an organization chooses Salesforce for their AI, they still need access to all the contextual data in our platform. Salesforce knows they need us, and we welcome that relationship. Our goal is to do what’s best for the customer.” The Future of AI-Powered Customer Engagement By deepening its Salesforce integration and leading the way in AI-driven service automation, Five9 is positioning itself as a key player in the evolution of intelligent contact centers. As businesses increasingly seek to blend human expertise with AI efficiency, this partnership paves the way for seamless, personalized, and automated customer experiences at scale. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

Read More
February 26, 2025in Data, Google, Salesforce
Storing and Querying Log Data with Event Log Objects
25Feb

Storing and Querying Log Data with Event Log Objects

The Event Log Object framework provides a structured way to access event data stored in Salesforce. Unlike Event Log Files, which present event data as downloadable CSV files, Event Log Objects allow users to query event logs directly using SOQL. This approach offers a more integrated and dynamic way to analyze security, performance, and user activity data within Salesforce. Key Features of Event Log Objects Availability and Requirements Enabling Event Log Objects To enable Event Log Objects, follow these steps in Setup: Querying Event Log Data Event Log Objects provide valuable insights through SOQL queries, allowing organizations to track activity across security, application performance, and user engagement. Sample Queries by Use Case Security Analysis Identify users exporting the most rows via reports: sqlCopyEditSELECT UserIdentifier, SUM(RowCount) FROM ReportEventLog WHERE Origin=’ReportExported’ AND DAY_ONLY(Timestamp) > LAST_N_DAYS:10 GROUP BY UserIdentifier ORDER BY SUM(RowCount) DESC Application Performance Monitoring (APM) Track unexpected Apex exceptions by category: sqlCopyEditSELECT ExceptionCategory, COUNT(Timestamp) FROM ApexUnexpectedExcpEventLog WHERE DAY_ONLY(Timestamp) > LAST_N_DAYS:10 GROUP BY ExceptionCategory ORDER BY COUNT(Timestamp) DESC Product Intelligence Determine the most loaded Lightning pages: sqlCopyEditSELECT COUNT(Timestamp), PageUrl FROM LightningPageViewEventLog WHERE DAY_ONLY(Timestamp) > LAST_N_DAYS:10 GROUP BY PageUrl ORDER BY COUNT(Timestamp) DESC Key Considerations Available Event Log Objects Salesforce provides a wide range of Event Log Objects, each designed to capture specific types of system events: Visualizing Log Data with CRM Analytics Organizations can transform raw log data into actionable insights using Salesforce Direct in CRM Analytics. This enables users to: Best Practices for Event Log Objects To maximize the value of Event Log Objects, follow these best practices: By effectively leveraging Event Log Objects, organizations can enhance security monitoring, troubleshoot performance issues, and gain deeper insights into Salesforce activity. For more details on Event Log Objects and their use cases, refer to the Salesforce Object Reference Guide. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

Read More
February 25, 2025in Data, Enterprise, Hyperforce, Salesforce, Salesforce Shield
salesforce end to end
24Feb

Salesforce and Google Announcement

Salesforce (NYSE:CRM) has entered into a deal with Google (NASDAQ:GOOGL) to offer its customer relations management software, Agentforce artificial intelligence assistants, and Data Cloud offerings through Google Cloud, the companies announced today. Google and Salesforce already have many of the same clients, and this new deal will allow for more product integration between Google Workspace and Salesforce’s customer relationship management and AI offerings. Salesforce already uses Amazon (AMZN) Web Services for much of its cloud computing. “Our mutual customers have asked us to be able to work more seamlessly across Salesforce and Google Cloud, and this expanded partnership will help them accelerate their AI transformations with agentic AI, state-of-the-art AI models, data analytics, and more,” said Thomas Kurian, CEO of Google Cloud. The deal is expected to total $2.5B over the next seven years, according to a report by Bloomberg. Salesforce and Google today announced a major expansion of their strategic partnership, delivering choice in the models and capabilities businesses use to build and deploy AI-powered agents. In today’s constantly evolving AI landscape, innovations like autonomous agents are emerging so quickly that businesses struggle to keep pace. This expanded partnership provides crucial flexibility, empowering customers to develop tailored AI solutions that meet their specific needs, rather than being locked into a single model provider. Google Cloud is at the forefront of enterprise AI innovation with millions of developers building with Google’s cutting-edge Gemini models and on Google Cloud’s AI-optimized infrastructure. This expanded partnership will empower Salesforce customers to build Agentforce agents using Gemini and to deploy Salesforce on Google Cloud. This is an expansion of the existing partnership that allows customers to use data from Data Cloud and Google BigQuery bi-directionally via zero-copy technology—further equipping customers with the data, AI, trust, and actions they need to bring autonomous agents into their businesses. Additionally, this integration empowers Agentforce agents with the ability to reference up-to-the-minute data, news, current events, and credible citations, substantially enhancing their contextual awareness and ability to deliver accurate, evidence-backed responses. For example, in supply chain management and logistics, an agent built with Agentforce could track shipments and monitor inventory levels in Salesforce Commerce Cloud and proactively identify potential disruptions using real-time data from Google Search, including weather conditions, port congestion, and geopolitical events. Availability is expected in the coming months. AI: Unlocking the Power of Choice and Flexibility with Gemini and Agentforce Businesses need the freedom to choose the best models for their needs rather than be locked into one vendor. In 2025, Google’s Gemini models will also be available for prompt building and reasoning directly within Agentforce. With Gemini and Agentforce, businesses will benefit from: For example, an insurance customer can submit a claim with photos of the damage and an audio voicemail from a witness. Agentforce, using Gemini, can then help the insurance provider deliver better customer experiences by processing all these inputs, assessing the claim’s validity, and even using text-to-speech to contact the customer with a resolution, streamlining the traditionally lengthy claims process. Availability is expected this year. Trust: Salesforce Platform deployed on Google Cloud Customers will be able to use Salesforce’s unified platform (Agentforce, Data Cloud, Customer 360) on Google Cloud’s highly secure, AI-optimized infrastructure, benefiting from features like dynamic grounding, zero data retention, and toxicity detection provided by the Einstein Trust Layer. Once Salesforce products are available on Google Cloud, customers will also have the ability to procure Salesforce offerings through the Google Cloud Marketplace, opening up new possibilities for global businesses to optimize their investments across Salesforce and Google Cloud and benefiting thousands of existing joint customers. Action: Enhanced Employee Productivity and Customer Service with AI-Powered Integrations Millions use Salesforce and Google Cloud daily. This partnership prioritizes choice and flexibility, enabling seamless cross-platform work. New and deeper connections between platforms like Salesforce Service Cloud and Google Cloud’s Customer Engagement Suite, as well as Slack and Google Workspace, will empower AI agents and service representatives with unified data access, streamlined workflows, and advanced AI capabilities, regardless of platform. Salesforce and Google Cloud are deeply integrating their customer service platforms—Salesforce Service Cloud and Google Cloud’s Customer Engagement Suite—to create a seamless and intelligent support experience. Expected later this year, this unified approach empowers AI agents in Service Cloud with: Salesforce and Google Cloud are also exploring deeper integrations between Slack and Google Workspace, boosting productivity and creating a more cohesive digital workspace for teams and organizations. The companies are currently exploring use cases such as: Expanding Partnership Capabilities and Integrations This partnership goes beyond core product integrations to deliver a more connected and intelligent data foundation for businesses. Expected availability throughout 2025: This landmark partnership between Salesforce and Google represents a strategic paradigm shift in enterprise AI deployment, emphasizing infrastructure innovation, AI capability enhancement, and enterprise value. The integration of Google Search grounding provides a unique competitive advantage, offering real-time, factual responses backed by the world’s most comprehensive search engine. The companies are committed to ongoing innovation and deeper collaboration to empower businesses with even more powerful solutions. Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

Read More
February 24, 2025in Agentic AI, Artificial Intelligence, Data, Enterprise, Google, Salesforce, Salesforce Commerce Cloud, Salesforce Service Cloud, Technology
Generative AI Prompts with Retrieval Augmented Generation
22Feb

AI Prompts for Small Businesses

How AI Prompts Can Help Small Businesses Win More Customers Getting new customers can be a challenge for small businesses. You may be eager to explore artificial intelligence (AI) but unsure where to begin. The answer? AI prompts—a simple yet powerful way to automate and optimize sales efforts. This guide explores five AI prompts designed to enhance your sales process, from personalized outreach to lead generation. Let’s dive in! What Is an AI Prompt? An AI prompt is a specific instruction or question given to an AI tool to generate responses or perform tasks. The more precise the prompt, the better the results. For small businesses, AI prompts can: Why AI Matters for Small Business Sales AI is a game-changer for small business sales. It provides insights into customer behavior, streamlines processes, and enhances decision-making. Unlike enterprise AI applications, SMB-focused AI helps automate repetitive tasks, allowing sales teams to focus on relationship-building and closing deals. A strong starting point? AI-powered CRM tools. Integrating AI with your CRM unlocks predictive analytics, automation, and smarter customer engagement. In fact, small businesses using Salesforce AI have reported: AI Prompts vs. Traditional Sales Methods AI-Powered Prompts Traditional Sales Methods Automated lead generation Manual lead hunting Personalized sales emails Generic mass emails Instant follow-ups Delayed responses AI-generated sales scripts Improvised pitches Smart objection handling Reactive responses 5 AI Prompts to Supercharge Your Sales 1. Lead Generation Prompt Objective: Identify potential leads quickly. AI Prompt: “Generate a list of 10 potential leads based on [industry, location, company size].” How It Helps: AI scans data to find ideal customers, saving time and improving outreach accuracy. Example Output: 2. Sales Email Drafting Prompt Objective: Craft compelling emails that boost click rates. AI Prompt: “Write a persuasive sales email to [target] highlighting our [product/service] and inviting them to a demo.” How It Helps: AI generates tailored emails that resonate with prospects, improving open and response rates. Example Output: Subject: Transform Your Operations with Our CRMHi [First Name],I noticed your business is growing rapidly in [industry]. Our CRM can streamline operations and boost efficiency. Let’s schedule a quick demo this week—let me know your availability![Your Name] 3. Customer Follow-Up Prompt Objective: Keep potential customers engaged. AI Prompt: “Write a follow-up email to [customer] who expressed interest in our [product/service], including a gentle reminder and any new updates.” How It Helps: AI ensures timely, professional follow-ups, maintaining engagement without being pushy. Example Output: Subject: Following Up on Our ConversationHi [First Name],I wanted to check in on our discussion about [product/service]. We recently introduced [new feature], which could be a great fit for you. Let me know if you’d like to reconnect.Thanks,[Your Name] 4. Sales Pitch Script Prompt Objective: Develop a persuasive pitch. AI Prompt: “Create a 2-minute sales pitch for our [product/service] emphasizing key benefits and unique selling points.” How It Helps: A well-structured pitch increases confidence and improves conversion rates. Example Output: “Hello! My name is [Your Name] from [Company Name]. We specialize in [product/service]. What sets us apart is [unique benefit]. Our solution has helped companies like yours achieve [specific results]. Interested in learning more?” 5. Objection Handling Prompt Objective: Overcome sales objections effectively. AI Prompt: “List two common objections about our [product/service] and provide persuasive responses.” How It Helps: Prepares sales teams with effective responses to common objections, increasing deal closures. Example Output: Objection: “It’s too expensive.”Response: “Our solution pays for itself within months through increased efficiency.” Objection: “We’re happy with our current provider.”Response: “That’s great! Many of our clients felt the same until they saw how much more they could achieve with our features.” Unlock Growth with AI-Powered Sales Using AI prompts for sales isn’t just an experiment—it’s a proven way to boost efficiency, personalization, and success. Businesses that embrace AI-driven strategies will outpace competitors and scale faster. Ready to transform your sales game? Start using AI prompts today! Contact Tectonic. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

Read More
February 22, 2025in Artificial Intelligence, Data, Enterprise, Salesforce
Agentforce Unveiled
21Feb

Scale Your Marketing with Agentforce

Scale Your Marketing with Agentforce: AI-Powered Automation for Modern Campaigns Traditional marketing systems struggle to keep pace with today’s demand for precision, personalization, and scale. With marketing teams managing complex, multi-platform campaigns, repetitive work quickly becomes a challenge—41% of employee time is spent on low-impact tasks, and 65% of desk workers believe AI will help them focus on more strategic work. Enter Agentforce for Marketers, built with the Atlas Reasoning Engine. These AI-powered agents help businesses scale their workforces on demand, analyzing data, making decisions, and taking proactive action on tasks like answering customer inquiries and qualifying leads. If you’re ready to embrace a new level of efficiency, this Tectonic insight explores how Agentforce can revolutionize your marketing efforts. What is Agentforce for Marketing? Introduced at Dreamforce 2024, Agentforce represents Salesforce’s next evolution in AI. Powered by the Atlas Reasoning Engine, it enhances automation with retrieval-augmented generation (RAG) and contextual decision-making. Salesforce CEO Marc Benioff calls Agentforce “the third wave of AI—moving beyond copilots to highly accurate, low-hallucination customer service agents that actively drive success.” For marketers, this means automation that analyzes vast datasets, connects customer interactions across teams, and provides real-time insights—all while optimizing campaigns, streamlining workflows, and generating personalized content. The Core of Agentforce: Agentforce combines Agent Builder, Model Builder, and Prompt Builder, allowing marketers to: These tools enable seamless, personalized experiences while reducing manual effort. Key Autonomous AI Agents in Agentforce Agentforce’s AI-powered agents cover a wide range of marketing and sales functions, including: Core Features of Agentforce for Marketing Agentforce transforms marketing by delivering AI-driven insights, automating workflows, and personalizing customer experiences at scale. 1. AI-Driven Campaign Insights Agentforce integrates Salesforce Data Cloud and Marketing Cloud Intelligence to analyze customer behavior patterns, optimize targeting strategies, and improve campaign performance. 💡 Only 32% of marketers say they effectively use customer data for personalization. Agentforce closes this gap by providing real-time, actionable insights. 2. Real-Time Data Integration By consolidating insights from CRM records, external platforms, and unstructured sources, Agentforce ensures AI-driven recommendations power marketing automation and personalization. ✅ Example: OpenTable used Agentforce’s data-driven insights to boost customer engagement and increase case resolution rates. 3. Automated Campaign Workflows Agentforce eliminates repetitive tasks like email follow-ups, social media posts, and ad placements, allowing teams to focus on strategy. 💡 Marketers can set up automated email sequences that trigger based on customer behavior—without manual intervention. Use Cases: How Marketers Leverage Agentforce 1. Personalized Email Campaigns Agentforce analyzes customer interactions to send hyper-targeted emails based on past purchases, browsing history, and engagement. ✅ Example: An online retailer sends tailored product recommendations based on recent searches, increasing conversion rates. 2. Omnichannel Campaign Management Agentforce synchronizes messaging across email, social media, and ads, ensuring consistency across platforms like Marketing Cloud and Facebook Ads Manager. ✅ Example: A product launch campaign can automatically schedule email announcements, social media posts, and search ads—all aligned in messaging. 3. Advanced Audience Segmentation Using AI-powered behavioral analysis, Agentforce creates refined audience segments to deliver hyper-personalized marketing. ✅ Example: A luxury retailer identifies VIP customers likely to attend exclusive events and sends personalized invitations. 4. Performance Tracking & Optimization Agentforce continuously monitors engagement metrics, offering AI-driven recommendations for campaign improvements. 💡 This allows marketers to adjust strategies in real time, maximizing impact. Challenges & Considerations 1. Adapting to AI-Powered Marketing Many professionals feel unprepared for AI-driven tools. Organizations should invest in training programs to ease adoption and leverage Salesforce’s low-code tools for a smoother transition. 2. Ethical & Sustainable AI Implementation Responsible AI use is critical. Agentforce includes features to:✅ Mitigate bias in AI-driven processes.✅ Reduce environmental impact by optimizing hardware usage.✅ Ensure accuracy with real-time, dynamic data. 💡 Salesforce’s AI Red Teaming and Ethical AI Maturity Model help businesses implement AI responsibly. The Future of Marketing with Agentforce Agentforce is redefining marketing automation, eliminating repetitive tasks, enhancing personalization, and driving smarter decision-making. If you’re ready to scale your marketing with AI-powered efficiency, Agentforce is your next competitive advantage. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

Read More
February 21, 2025in Data, Marketing Automation, Salesforce, Salesforce Data Cloud
Navigating the CRM Split for Drugmakers
20Feb

Navigating the CRM Split for Drugmakers

Salesforce vs. Veeva: Navigating the CRM Split for Drugmakers The long-standing partnership between Salesforce and Veeva is coming to an end, forcing pharmaceutical companies to decide which platform best suits their evolving needs. A Strategic Decision, Not Just an IT Shift As the contract between the two companies expires this September, drugmakers have until 2030 to choose their path. While some view the shift as a simple migration, industry leaders warn that this decision carries deeper strategic implications. “Sometimes this is being seen as just an IT migration—but no, if you’re just migrating, you’re missing the strategic importance of this,” said Nancy Phelan, SVP and Head of Customer Engagement at Trinity Life Sciences. “Leaders are realizing this is a much bigger decision, requiring thoughtful consideration of timing, approach, and long-term business impact.” A Messy Divorce? In some ways, the split has turned into a battle, with both companies scrambling to win over clients. By the end of December, Salesforce had reportedly poached several major customers from Veeva, which currently holds around 80% market share in life sciences. Both companies are adapting to drastic changes in the healthcare landscape, including an explosion of data, increasingly complex therapies, and evolving customer needs. From what Phelan has observed, drugmakers aren’t gravitating toward one side or the other based on company size, pipeline, or core focus. Instead, both platforms offer distinct advantages that could shape the user experience in different ways. Why the Split? Veeva’s decision to leave the Salesforce platform stems from mounting limitations and risks that made a standalone approach more appealing. According to a report by Everest Group, the separation will shrink Salesforce’s footprint in life sciences, but its broader market presence may fuel faster development of next-generation technologies. Veeva, on the other hand, is doubling down on its industry-specific capabilities, aiming to enhance its tailored solutions for pharma and biotech companies. A Changing Landscape For nearly two decades, Salesforce and Veeva have been intertwined, with Veeva building its life sciences CRM on Salesforce’s platform. Now, both companies are introducing new solutions, reflecting shifts in the pharmaceutical business model. “Companies like Pfizer or Novartis last made this decision more than 15 years ago,” Phelan noted. “Back then, specialty pharmacy complexities, field reimbursement challenges, and patient affordability concerns weren’t as prominent as they are today.” Additionally, the rise of AI and big data analytics has transformed the role of CRM platforms, making the Salesforce-Veeva decision more complex than ever. Two Roads, Two Strategies The key difference between the platforms moving forward will be how they align with drugmakers’ priorities: What’s Next for Pharma? As the transition nears, both Veeva and Salesforce are putting their best foot forward. Fortunately, pharma companies still have time to evaluate their options. “How we’re advising companies is, you’ve got a window of time and a future that is radically different from the last time you made this decision,” Phelan said. “You need to strategically assess the pieces that are important to you.” With the deadline approaching, drugmakers must determine which path aligns best with their long-term vision. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

Read More
February 20, 2025in Data, Life Sciences Cloud, Salesforce
Conga and Salesforce
19Feb

Conga Strengthens Partnership with Salesforce

Conga has enhanced its Revenue Lifecycle Management solution by integrating with Salesforce Foundations, a free add-on available to all Salesforce CRM customers. What is Salesforce Foundations? Salesforce Foundations is a no-cost upgrade designed to bring powerful cross-departmental capabilities to every Salesforce customer. It includes features spanning: Additionally, Foundations offers access to thousands of prebuilt third-party extensions and integrations via Salesforce AppExchange, including extended free trials of Conga products at no extra cost. What This Partnership Means for Customers With Conga’s integration into Salesforce Foundations, customers can: Executive Perspectives Brian Landsman, Executive Vice President of Partnerships at Salesforce, stated: “I am thrilled to have one of our top ISV partners like Conga collaborating with us on Salesforce Foundations. Our launch partner apps provide customers with key functionality and enhance their experience through thousands of pre-built third-party extensions and integrations.” Noel Goggin, CEO and Culture Leader at Conga, shared: “We’re excited to collaborate with Salesforce, offering customers seamless access to third-party apps like Conga to enhance their systems and better automate processes across their organizations. By integrating Conga’s solutions, businesses can streamline operations, increase productivity, and drive greater customer engagement, ultimately fueling growth. Conga’s products empower customers to optimize their revenue processes and stay competitive in an evolving market.” The Bigger Picture This collaboration underscores Conga’s commitment to empowering Salesforce customers with tools that simplify processes and enhance operational efficiency. By integrating its solutions with Salesforce Foundations, Conga helps businesses unlock greater value, improve customer engagement, and drive growth in an ever-changing marketplace. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

Read More
February 19, 2025in Data, Salesforce Foundations
Salesforce Nonprofit Cloud
19Feb

Transforming Nonprofit Fundraising with AI-Powered Solutions

The Fundraising Challenge Nonprofits face critical obstacles in achieving their mission-driven goals: 🔴 Limited Data Visibility – Lack of predictive insights to forecast donation trends🔴 Manual Processes – Time-consuming donor management and campaign tracking🔴 Donor Retention Struggles – Difficulty maintaining meaningful, long-term engagement Without data-driven strategies, organizations miss fundraising targets—limiting their ability to create real change. The Tectonic Solution: AI-Driven Fundraising Optimization Tectonic harnesses Salesforce Einstein AI and Agentforce to revolutionize nonprofit fundraising with intelligent automation, predictive analytics, and personalized engagement. Key Features 1. Predictive Donation Analysis 2. Real-Time Campaign Tracking 3. AI-Generated Recommendations 4. Automated Stakeholder Engagement 5. Personalized Donor Communications Industry-Wide Impact Fundraising is the lifeblood of nonprofits—directly affecting their ability to drive change. Tectonic’s AI-powered approach helps organizations: ✅ Boost Donation Predictability – AI forecasts likely contributions, improving goal attainment✅ Enhance Campaign Performance – Real-time tracking optimizes fundraising strategies✅ Deepen Donor Relationships – Personalized engagement increases retention✅ Drive Data-Backed Decisions – Historical insights refine future efforts✅ Amplify Community Impact – More efficient fundraising = greater mission fulfillment Why Tectonic? By integrating AI, automation, and Salesforce’s power, Tectonic enables nonprofits to:✔ Work smarter – Reduce manual effort with intelligent automation✔ Engage better – Strengthen donor loyalty through personalization✔ Raise more – Data-driven strategies maximize fundraising success 🚀 Empower your mission with Tectonic—where AI meets impact. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

Read More
February 19, 2025in Data, Public Sector Solutions, Salesforce, Salesforce Einstein, Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Public Sector Solutions
Navigating the New Era of Agentic Customer Engagement
19Feb

Navigating the New Era of Agentic Customer Engagement

Marketing is undergoing a seismic shift—from the tech-stack heavy approaches of the past decade to AI-driven, agentic customer engagement. No longer bogged down by complex integrations and data wrangling, marketers can now focus on what truly matters: creating meaningful, personalized customer experiences at scale. Welcome to the age of AI marketing agents—intelligent systems that learn from human expertise, then execute strategies autonomously. Unlike traditional customer service bots (which handle 1:1 interactions), marketing agents amplify human-approved content, campaigns, and branding across millions of touchpoints, ensuring consistency and precision at every step. Why Agentic Engagement is the Future The rapid evolution of AI has unlocked unprecedented capabilities: For marketers, this means:✔ Hyper-personalization at scale✔ Faster time-to-market for campaigns✔ Data-driven decision-making with AI-powered insights✔ More time for creativity & strategy (less manual execution) How AI Agents Enhance Marketing Marketing agents don’t replace humans—they augment them. Here’s how: 1. Agentic Content 2. Agentic Campaign Planning 3. Agentic Branding 4. Agentic Creative 5. Agentic Optimization The Human-Agent Partnership The best outcomes happen when human creativity meets AI efficiency: The Agent-to-Agent Ecosystem Imagine: This interconnected system creates a self-optimizing marketing engine. How to Prepare for the Agentic Future 1. Start Small, Scale Smart 2. Upskill Your Team 3. Strengthen Data Infrastructure 4. Establish Governance 5. Keep Humans in the Loop The Bottom Line Agentic engagement isn’t just another tech trend—it’s a fundamental shift in marketing. Companies that embrace it will:🚀 Launch campaigns faster🎯 Deliver hyper-relevant experiences📈 Drive higher ROI with AI-powered optimization The future belongs to marketers who harness AI agents as force multipliers—freeing teams to focus on strategy, storytelling, and innovation. Ready to step into the agentic era? Start experimenting today. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

Read More
February 19, 2025in Agentforce Platform, Data, Generative AI, Salesforce, Salesforce Personalization
Salesforce Life Sciences Cloud and Honeywell
15Feb

Salesforce Life Sciences Cloud and Honeywell

Honeywell’s TrackWise® Quality solution suite, in combination with Salesforce Life Sciences Cloud, will provide a comprehensive software platform for pharmaceutical and medical technology companies. Honeywell has expanded its strategic partnership with Salesforce, Inc. to introduce an integrated software platform designed for the life sciences industry. This platform, which includes Honeywell’s TrackWise Quality, Salesforce Life Sciences Cloud, Agentforce, and other solutions, aims to help pharmaceutical and medical technology companies accelerate the delivery of critical medications and healthcare devices with enhanced safety and cost efficiency. By digitizing and automating quality and compliance processes, Honeywell’s TrackWise Quality enables companies to manufacture products more efficiently, mitigate risks, reduce production costs, and bring safer products to market faster. Salesforce Life Sciences Cloud consolidates diverse data sources—such as clinical test results and medical records—to optimize interactions between pharmaceutical and medtech organizations, healthcare professionals, partners, and patients. This collaboration underscores the shared commitment of Honeywell and Salesforce to advancing automation and efficiency in the life sciences sector. “Our ongoing commitment to providing innovative software to manufacturers of critical life-supporting treatments centers around fostering trust between providers and patients,” said Frank Defesche, SVP & GM, Life Sciences at Salesforce. “The long-standing collaboration between Salesforce and Honeywell strengthens the life sciences industry by enhancing quality interactions and products, ultimately leading to improved patient outcomes.” “Partnering with Salesforce allows us to leverage our combined expertise in life sciences to drive operational efficiency, improve quality, and enhance patient-centric solutions through technology,” said Sunil Pandita, Vice President & General Manager of Honeywell Life Sciences. “From assisting patients in finding life-changing clinical trials to detecting anomalies in pharmaceutical manufacturing, Honeywell and Salesforce technologies are enabling better patient care.” Honeywell’s TrackWise Quality fosters a proactive approach to quality management by integrating industry best practices, advanced tracking and analytics, and artificial intelligence (AI) capabilities. This empowers life sciences companies to harness data more effectively, optimize performance, and enhance decision-making processes. Salesforce Life Sciences Cloud serves as a comprehensive, AI-powered engagement platform for pharmaceutical and medtech companies. Built on Sales Cloud and Service Cloud, it streamlines processes such as automating pharmacy benefit verification and expediting the screening of clinical trial candidates. These enhancements improve patient access, medication adherence, and accelerate diverse patient recruitment while reducing trial attrition. Additional Salesforce solutions within the platform include Agentforce, Data Cloud, and Analytics. As part of its continued commitment to life sciences customers, Honeywell has joined the Salesforce Agentforce Partner Network, a global ecosystem of partners developing solutions for regulatory-compliant training materials for life sciences professionals. To learn more about Honeywell’s industry-leading technologies for life sciences, visit: www.honeywell.com/us/en/industries/life-sciences. Salesforce, Salesforce Life Sciences Cloud, Agentforce, Data Cloud, and other names are trademarks of Salesforce, Inc. About Honeywell Honeywell is a diversified operating company serving a wide range of industries worldwide. Its business aligns with three key megatrends—automation, the future of aviation, and energy transition—supported by the Honeywell Accelerator operating system and Honeywell Forge IoT platform. As a trusted partner, Honeywell helps organizations address complex global challenges, delivering innovative solutions through its Aerospace Technologies, Industrial Automation, Building Automation, and Energy and Sustainability Solutions segments. For more news and updates on Honeywell, visit www.honeywell.com/newsroom. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

Read More
February 15, 2025in Artificial Intelligence, Data, Life Sciences Cloud, Salesforce, Technology
Data Labeling
13Feb

Data Activation Explained

Data activation is the process of transforming raw data into actionable insights, making it accessible and usable for decision-making across various business functions and channels. It involves moving data from silos to operational tools, enabling real-time decision-making and personalized experiences.  Explanation: What it is: Why it’s important: How it works: Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

Read More
February 13, 2025in Data
bring your own channel with salesforce
12Feb

Bring Your Own Channel With Salesforce

Bring Your Own Channel: Seamlessly Connect Your Preferred Communication Tools to Salesforce Unified Customer Engagement on Your Terms Salesforce’s Bring Your Own Channel (BYOC) solutions empower businesses to integrate their preferred messaging and contact center platforms while maintaining a consistent agent experience within Salesforce. This flexible approach lets you leverage best-of-breed communication tools without sacrificing Salesforce’s powerful CRM capabilities. Two Powerful Integration Options 1. Bring Your Own Channel for Messaging (Generally Available) 2. Bring Your Own Channel for CCaaS Key Capabilities & Enhancements For Developers Enhanced Messaging Features Operational Improvements Why Choose Bring Your Own Channel? ✔ Preserve your existing tech investments while gaining Salesforce integration✔ Maintain agent efficiency with consistent Salesforce UI✔ Enhance customer experiences with richer messaging options✔ Future-proof your architecture with flexible API-driven connections “BYOC gives us the best of both worlds – our preferred communication channels with Salesforce’s powerful CRM capabilities.”— Enterprise Contact Center Director Transform your customer engagement with the freedom to choose your channels and the power of Salesforce. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

Read More
February 12, 2025in Enterprise, Salesforce, Salesforce Service Cloud

Agentforce for Sales Teams

3 Immediate Ways to Drive Value with Agentforce 1. Autonomous 24/7 Lead Nurturing Agentforce transforms lead management by: Impact: Reduces lead response time from hours to minutes while increasing conversion rates by up to 30%. 2. Dedicated Sales Coaching Agentforce acts as a personal coach for every rep by: Impact: New reps ramp up 40% faster, while experienced sellers improve win rates by 15-20%. 3. Instant Quoting Capabilities Agentforce accelerates deal velocity through: Impact: Reduces quote turnaround time from days to minutes while eliminating 90% of manual errors. Why Agentforce is Transforming Sales Teams Built natively on Salesforce, Agentforce combines autonomous AI agents with your CRM data to:✔ Automate 60%+ of non-selling activities✔ Provide real-time deal intelligence✔ Scale top-performer strategies across entire teams Proven Results: Implementation Made Simple Getting started requires just three steps: “Our SDR team now handles 3x more leads without adding staff, while our AE close rates improved by 22% in just 90 days.”—VP of Sales, Mid-Market SaaS Company Agentforce for Sales Teams Transform your sales process in weeks, not years—with AI that works alongside your team, not instead of it. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

Read More
February 12, 2025in Agentforce Platform, Artificial Intelligence, Data
Potential of GenAI in Healthcare
12Feb

5 Key Use Cases for Generative AI in Healthcare Documentation

Generative AI (GenAI) holds significant promise for improving healthcare documentation, but clear regulations and standards are needed to maximize benefits while minimizing risks. Healthcare documentation encompasses medical histories, clinical notes, diagnostic results, treatment plans, prescriptions, and billing records. Studies show that clinicians spend more time on documentation than patient care—a major contributor to burnout. GenAI can help by automating electronic health record (EHR) data entry and drafting medical notes for clinician review. According to a February 2025 American Medical Association (AMA) survey, early GenAI adoption in healthcare focuses on administrative tasks that enhance documentation quality and efficiency. For example, Microsoft’s Dax Copilot saves clinicians five minutes per patient encounter, while Oracle Health Clinical AI Agent reduces documentation time by nearly 30%. Here are five key ways GenAI improves healthcare documentation: 1. Streamline Workflows GenAI reduces administrative burdens by automating documentation tasks, allowing clinicians to focus more on patient care. Key applications include: A JAMA Network Open (2024) study found AI-generated draft replies to patient messages reduced provider workload and emotional exhaustion, suggesting strong potential for workflow efficiency. 2. Improve Data Accuracy GenAI enhances documentation precision by identifying missing or inconsistent data. Applications include: By minimizing manual entry, GenAI helps prevent errors that lead to billing delays or compliance issues. 3. Optimize Medical Data Approximately 80% of healthcare data is unstructured (e.g., physician notes, scanned documents). GenAI transforms this into structured, usable formats by: This optimization improves interoperability and speeds up decision-making. 4. Reduce Clinician Burnout Physician burnout is often linked to excessive documentation. GenAI alleviates stress by: A UC San Diego (2024) study found that AI-assisted documentation helps clinicians engage more with patients, improving satisfaction and outcomes. 5. Enhance Patient Engagement GenAI improves patient interactions by: By reducing screen time during visits, GenAI helps clinicians build stronger patient relationships. Best Practices for GenAI in Healthcare Documentation To ensure safe and effective AI adoption:✔ Start with pilot programs – Test AI tools in controlled settings.✔ Train clinicians on AI review – Ensure staff can validate AI-generated content.✔ Notify patients about AI use – Maintain transparency in documentation.✔ Secure patient data – Encrypt and de-identify protected health information (PHI).✔ Maintain audit logs – Track AI-generated documentation for accuracy and compliance. Challenges & Future Outlook GenAI faces hurdles in data privacy, regulatory compliance, and liability. Until formal standards emerge, frameworks like the WHO’s AI Ethics Guidelines and Coalition for Health AI (CHAI) Assurance Standards can help guide responsible use. As multimodal AI models advance, GenAI will better adapt to clinician workflows. However, strong governance is essential to balance innovation with patient safety. Conclusion GenAI is transforming healthcare documentation by reducing burnout, improving accuracy, and enhancing patient engagement. By implementing best practices and robust governance, healthcare organizations can harness AI’s potential while mitigating risks. Content updated April 2025. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

Read More
February 12, 2025in AI Tools, Data, Generative AI, Salesforce, Salesforce Health and Life Sciences Solutions
gettectonic.com