Google Drive Archives - gettectonic.com

13Dec

Google Agentspace

Google Agentspace: Boosting Productivity with AI-Powered Agents Google has unveiled Agentspace, a cutting-edge tool designed to revolutionize workplace productivity by combining the power of AI agents, Google Gemini 2.0, and its advanced search capabilities. This tool aims to streamline workflows, enhance information discovery, and empower enterprises to unlock the full potential of their data. What is Google Agentspace? Google Agentspace is an enterprise-focused productivity platform that simplifies complex tasks involving planning, research, and content generation. By integrating AI-powered tools like NotebookLM Plus, it enables employees to uncover insights, interact with unstructured and structured data, and make informed decisions—all in one centralized platform. Key features include: Core Benefits of Google Agentspace 1. Streamlined Information Discovery Employees often waste hours sifting through fragmented data in emails, documents, and spreadsheets. Agentspace serves as a centralized knowledge hub, offering conversational assistance, proactive suggestions, and actionable insights from both unstructured and structured data sources. With pre-built connectors for tools like Google Drive, Jira, Microsoft SharePoint, and ServiceNow, Agentspace ensures seamless integration with existing systems, providing employees with relevant information faster. 2. Enhanced Multimodal Capabilities Agentspace leverages Google’s search expertise and Gemini 2.0 to provide advanced reasoning capabilities. Employees can query in multiple formats (text, audio, video), translate information into different languages, and generate audio summaries, enhancing productivity and accessibility. 3. Task Automation Across Departments Agentspace empowers teams across various functions to automate repetitive tasks, such as: 4. Scalable AI for Enterprises Agentspace offers a low-code visual tool for creating custom AI agents tailored to specific business needs. These agents can automate multi-step workflows, conduct in-depth research, and assist with data-driven content generation, enabling enterprises to scale AI adoption effortlessly. Security and Responsible AI Google Agentspace is built on Google Cloud’s secure-by-design infrastructure, ensuring that enterprises can deploy AI tools with confidence. Key Security Features Google is also addressing responsible AI concerns with tools for evaluation, content moderation, and bias mitigation, ensuring ethical and explainable AI use in the workplace. Use Cases Google Agentspace provides solutions tailored to various enterprise needs: Challenges and Future Directions Despite its potential, Agentspace faces hurdles such as employee training and adoption. Organizations must ensure that employees understand how to incorporate the tool into their daily workflows effectively. Moreover, Google’s approach to responsible AI will be closely scrutinized. Addressing issues like explainability, bias prevention, and robust data infrastructure will be crucial for building trust and driving adoption. Early Access and the Road Ahead Google is offering early access to Agentspace, allowing enterprises to explore its potential and provide feedback. As AI continues to reshape the workplace, tools like Agentspace position Google as a leader in productivity-enhancing solutions for businesses. For enterprises looking to harness AI to unlock creativity, improve decision-making, and automate workflows, Agentspace is the next step in digital transformation. Sign up for early access today to bring the future of work to your organization. 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

December 13, 2024in AI Tools, Data, Enterprise, Generative AI, Google0 Comments

09Sep

Salesforce and Qatalog

Conversational AI for Salesforce Supercharge your Salesforce workflows with the power of AI. Whether you’re tracking deals, reviewing pipeline performance, or uncovering insights, Qatalog’s AI assistant simplifies it all with natural language queries. Designed to understand the intent behind your questions, it delivers accurate, context-rich answers—no manual reporting required. Whether you’re a Salesforce novice or a seasoned pro, Salesforce and Qatalog redefine how you engage with your CRM data. Key Features Salesforce and Qatalog Conversational Search Say goodbye to navigating complex dashboards and reports. Just ask straightforward questions like: Get instant, actionable answers powered by AI, saving time and effort. No Technical Expertise Needed Qatalog’s intuitive AI chat interface is designed for everyone. Non-technical users can quickly access insights without needing Salesforce expertise, freeing up technical teams to focus on higher-value tasks. Seamless Integrations Connect Salesforce with your favorite business tools, including Outlook, Google Drive, Slack, and more. Access Salesforce CRM data in context across your apps, streamlining workflows and collaboration. Enterprise-Grade Data Security Your data’s privacy is paramount. Qatalog processes Salesforce data securely in real-time and discards it immediately after use, ensuring sensitive information stays protected. Transform the way you work with Salesforce—ask, explore, and act with confidence using Qatalog’s Conversational AI. Salesforce and Qatalog. 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

September 9, 2024in Data, Enterprise, Google, Salesforce

23May

Unified Knowledge to Salesforce Service Agents

Salesforce Introduces Unified Knowledge to Enhance Service Agent Intelligence Salesforce has unveiled Unified Knowledge, a new solution designed to enrich service agents’ ability to resolve customer inquiries. By aggregating information from third-party sources and integrating it into Salesforce, Unified Knowledge complements the data already available in Salesforce’s Data Cloud, creating a more comprehensive knowledge base for service agents. Within Salesforce Service Cloud, Einstein for Service leverages AI to provide service agents with real-time information when addressing customer queries. Previously, this information was drawn from Data Cloud. Now, with Unified Knowledge, data from sources such as SharePoint, Confluence, Google Drive, and brand websites is incorporated, further enhancing the breadth of information available to agents. Expanding Beyond Service Cloud While Service Cloud is the primary use case for Unified Knowledge, the solution is also designed to integrate with other Salesforce platforms, including Sales Cloud, Field Service, Health Cloud, and Financial Services Cloud. Developed in collaboration with Zoomin Software, Unified Knowledge allows for greater cross-platform data accessibility and more efficient workflows across various service touchpoints. Why It Matters While the exact reasoning behind Salesforce’s decision to create a separate data channel for Unified Knowledge, rather than consolidating everything into Data Cloud, remains somewhat unclear, the broader availability of data to service agents could enhance service quality and efficiency. At its core, Unified Knowledge uses generative AI to provide dynamic, context-aware responses to agent and customer queries. Key features of the solution include: With these advancements, Unified Knowledge brings generative AI capabilities into the hands of service agents and workers, allowing for quicker, more accurate decision-making and enhanced customer interactions. The Unified Knowledge feature offers significant potential in revolutionizing how companies provide customer support by improving access to critical data from a wide array of sources, ultimately leading to more informed, efficient, and personalized service. 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

May 23, 2024in Data, Generative AI, Google, Salesforce, Salesforce Service Cloud, Unified Knowledge

17May

Summer 24 The AI Release

Salesforce Unveils Summer 2024 Release with Generative AI at the Forefront Salesforce has announced its Summer 2024 release, featuring generative AI (GenAI) as a key highlight. Set to be generally available on June 17, 2024, this release promises enhanced productivity and access to large language models (LLMs) on an open platform. Read on to see why we call Summer 24 the AI release. Key Features of the Summer 2024 Release 1. Bring Your Own LLM Expansion 2. Slack AI 3. Zero Copy Integration with Amazon Redshift 4. Vector Database 5. Data Cloud for Commerce 6. Digital Wallet Enhanced Security with Einstein Trust Layer The Einstein Trust Layer ensures enhanced protection for customer and company data, making the new features more secure. Upcoming Pre-Summer Releases In addition to the major features coming in June, Salesforce has already introduced several innovations: Unified Knowledge Solution Salesforce and Vonage Partnership Conclusion Salesforce’s Summer 2024 release is packed with generative AI enhancements, robust integrations, and new tools aimed at boosting productivity, security, and data insights. With features gradually rolling out and pre-summer innovations already available, Salesforce continues to lead in delivering cutting-edge AI solutions to its users. 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

May 17, 2024in Einstein Insights, Generative AI, Salesforce, Salesforce Einstein, Unified Knowledge

07May

Salesforce Unified Knowledge

Salesforce Inc. is introducing a novel feature within its Data Cloud data lake, addressing the growing need for organizations to develop their own artificial intelligence models. This new feature, termed Unified Knowledge, integrates data from various third-party sources into the Data Cloud, facilitating the collection and curation of data crucial for training AI models, particularly for customer service agents. Unified Knowledge enables the importation of unstructured data into the Data Cloud, where it undergoes transformation, tagging, and quality assurance processes. This feature, developed in collaboration with Zoomin, primarily targets the enhancement of Salesforce’s Einstein for Service customer support application. However, its data integration capabilities extend to other Salesforce applications like Sales Cloud, Health Cloud, Financial Services Cloud, and Field Service. The administrative setup process for Unified Knowledge is described as relatively straightforward. Within Salesforce’s knowledge management tool, tagging tools are available, and once content is integrated into the system, much of the content can be automatically processed. Data from external sources such as Microsoft’s SharePoint, Atlassian’s Confluence, Google Drive and YouTube, Amazon Web Services’ S3 storage, Adobe’s Experience Platform, Guru Technologies’ Guru, Zendesk’s customer service platform, and company websites can be utilized to train customer-facing answer bots, streamline employee access to internal information, and facilitate quick searches within company knowledge bases. Unified Knowledge is available in a free beta test for Salesforce customers with Service Cloud Unlimited Edition, Einstein 1 Service Edition, or the Knowledge Add-On. A freemium version of Unified Knowledge will continue to be included with those applications, with Salesforce Lightning Knowledge being a requirement and Classic Knowledge not being supported. In essence, Unified Knowledge aims to consolidate organizational knowledge from disparate third-party systems into Salesforce, thereby improving service agent efficiency, resolving customer cases faster, and enhancing the quality and accuracy of generative AI content. By Tectonic Salesforce Marketing Architect, Shannan Hearne. 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

May 7, 2024in Generative AI, Salesforce, Salesforce Data Cloud, Salesforce Experience Cloud, Salesforce Optimization

06May

Salesforce Unified Knowledge

Salesforce Introduces Unified Knowledge: Empowering Service Excellence with Integrated Organizational Insights Salesforce has unveiled Unified Knowledge, a groundbreaking solution designed to integrate organizational knowledge from diverse third-party systems directly into Salesforce. This innovation aims to enhance the efficiency of service agents, enabling them to resolve customer cases more swiftly and effectively. Unified Knowledge, coupled with customer data from Salesforce Data Cloud, leverages this aggregated knowledge to generate precise and personalized AI-driven content. This capability ensures faster and more tailored customer experiences. Why It Matters In today’s service landscape, 79% of organizations are investing in AI to bolster their support capabilities. However, 76% of executives face challenges in scaling AI effectively due to fragmented systems and isolated data sources. Enhancing Service with AI: Einstein for Service Built on the Einstein Trust Layer, Einstein for Service harnesses AI to elevate service team productivity and enhance customer experiences. Historically, this capability has relied on structured and unstructured customer data within Data Cloud. Unified Knowledge: Integrating Comprehensive Data Sources Unified Knowledge enriches AI models by incorporating Salesforce knowledge articles and information from external platforms such as SharePoint, Confluence, Google Drive, and corporate websites. This holistic data foundation empowers Einstein for Service with robust generative AI capabilities, ensuring agents and AI assistants deliver timely and accurate solutions. Strategic Partnership with Zoomin Powered by a strategic collaboration with Zoomin, Unified Knowledge amplifies service capabilities through: Expansion Across Salesforce Ecosystem Unified Knowledge extends beyond Service Cloud to integrate seamlessly with Salesforce Field Service, Sales Cloud, Health Cloud, and Financial Services Cloud, ensuring comprehensive data utilization across various operational domains. Salesforce Perspective “In service, enhanced knowledge and context lead to superior outcomes for both agents and customers. Unified Knowledge complements Data Cloud’s customer insights by integrating external organizational data, facilitating widespread adoption of generative AI and enabling faster, more meaningful customer engagements.” – Kishan Chetan, EVP and GM, Service Cloud Customer Reaction “Unified Knowledge enables us to deliver proactive, predictive, and preventive service to our customers. By unifying our extensive resources through a single system, our agents can swiftly provide solutions, ensuring consistent service delivery and boosting organizational productivity.” – Dharam Rai, VP, Global Customer Success & Experience, Sonos Availability Unified Knowledge is available in open beta today for Salesforce customers using Service Cloud Unlimited Edition, Einstein 1 Service Edition, or the Knowledge Add-On. Knowledge Answers in Bots will be generally available in June 2024, while Einstein Copilot for Mobile Workers and Search Answers are available now. This strategic initiative underscores Salesforce’s commitment to enhancing service excellence through integrated, AI-driven solutions that empower organizations to deliver exceptional customer experiences. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

May 6, 2024in Generative AI, Salesforce Data Cloud, Unified Knowledge

06May

Generative AI Self-Service and Unified Knowledge

Salesforce Announces Unified Knowledge to Boost Service Efficiency and Customer Experience Salesforce has introduced Unified Knowledge, a groundbreaking solution designed to integrate organizational knowledge from various third-party systems into Salesforce. This integration aims to enhance service agents’ efficiency and expedite customer case resolutions. By leveraging customer data in Salesforce Data Cloud, Unified Knowledge helps generate accurate and relevant AI-driven content, enabling faster and more personalized customer experiences. Generative AI Self-Service and Unified Knowledge. Key Importance Detailed Insights Built on the Einstein Trust Layer, Einstein for Service uses AI to boost service team productivity and customer experience. Traditionally, these AI capabilities have relied on unstructured and structured customer data within Data Cloud. Unified Knowledge enhances these AI models by incorporating Salesforce knowledge articles and resources from third-party platforms such as SharePoint, Confluence, Google Drive, and company websites. This robust data foundation empowers Einstein for Service and its generative AI capabilities to deliver precise answers to agents and AI assistants in real time. Generative AI Self-Service and Unified Knowledge Unified Knowledge, developed through a strategic partnership with Zoomin, offers several key capabilities: In addition to Service Cloud, Unified Knowledge integrates information into Salesforce Field Service, Sales Cloud, Health Cloud, and Financial Services Cloud. Salesforce’s Perspective Kishan Chetan, EVP and GM of Service Cloud, stated, “In service, more knowledge and more context translates to better answers for agents and customers. Agents and self-serve customers already benefit from a complete customer profile with information in Data Cloud. Now, with Unified Knowledge, they also have access to all external organizational data, creating a truly comprehensive foundation to fuel both the successful adoption of generative AI and the delivery of faster, more meaningful customer experiences.” Customer Reaction Dharam Rai, VP of Global Customer Success & Experience at Sonos, commented, “Unified Knowledge is helping us deliver proactive, predictive, and preventative service to our customers. We have over 500 agents educating our customers on different aspects of our products. Now, all our resources and data points can be unified through the same system quickly, enabling our agents to provide solutions faster. Every agent can deliver consistent and repeatable service to improve customer engagement and increase organizational productivity.” Availability Unified Knowledge is available today in open beta for Salesforce customers with Service Cloud Unlimited Edition, Einstein 1 Service Edition, or the Knowledge Add-On. Knowledge Answers in Bots will be generally available in June 2024, while Einstein Copilot for Mobile Workers and Search Answers are available now. 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

May 6, 2024in Einstein 1 Platform, Generative AI, Salesforce, Salesforce Data Cloud, Salesforce Einstein, Unified Knowledge

04May

Unified Knowledge for Service Agents

Salesforce has introduced a new intelligence source for service agents called Unified Knowledge. This solution aggregates information from third-party sources and integrates it into Salesforce, enhancing the customer data available in Data Cloud. Unified Knowledge Overview Enhanced Service with Unified Knowledge Unified Knowledge aggregates data from sources like SharePoint, Confluence, Google Drive, and brand websites, making it accessible within Salesforce Service Cloud. While Service Cloud has primarily utilized data from Data Cloud via Einstein for Service to assist service agents, Unified Knowledge expands this by including additional third-party information. Broader Integration Across Salesforce Although Service Cloud is a primary focus, Unified Knowledge will also integrate with Salesforce Field Service, Sales Cloud, Health Cloud, and Financial Services Cloud. This solution was developed in partnership with Zoomin Software. Technical Approach and Future Plans The initial version of Unified Knowledge does not utilize Data Cloud. Instead, it stores third-party knowledge in the KnowledgeArticle object on Core and uses Zoomin for integration. Salesforce plans to eventually transition this solution to Data Cloud for both storage and integration. This transition involves multiple dependencies and significant refactoring of the Knowledge product. For now, the current approach allows for quicker market entry. Once moved to Data Cloud, customers will need Data Cloud credits to use Unified Knowledge. Response by email from Salesforce: “The beta version of Unified Knowledge does not leverage Data Cloud. The third-party Knowledge is stored on Core in the KnowledgeArticle object, and Salesforce uses ZoomIn to integrate with third-party systems. Salesforce’s long-term vision is to move to Data Cloud — initially for the storage of third-party knowledge, and eventually for the connector/integration piece as well. This involves multiple dependencies on Data Cloud however and significant refactoring of the Knowledge product, so in order to get this solution to market more quickly, this initial version is built on Core. Once we move Unified Knowledge to Data Cloud, customers will have to purchase Data Cloud credits to use the product.” Benefits and Features of Unified Knowledge Unified Knowledge enhances the information available to service agents, potentially leading to better service experiences. Its generative AI capabilities include: By expanding the data available to service agents, Unified Knowledge aims to improve service quality 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

May 4, 2024in Generative AI, Salesforce Service Cloud, Unified Knowledge

10Apr

AI in Slack

Introducing AI in Slack If you are unfamiliar with the Slack collaboration tool, learn more here. Incorporating Artificial Intelligence (AI) into Slack marks a significant milestone, one that is a real gamechanger. Slack’s ability to consolidate projects, data, and conversations into one platform has been a time saver for businesses, fostering collaboration and enhancing productivity. Now, with the introduction of native AI features, users can leverage their collective knowledge more efficiently than ever before. “For the past decade, Slack has transformed the way we work, facilitating seamless integration of people, apps, and systems. With Slack AI, we’re poised to elevate this transformation further. These new AI capabilities empower our customers to tap into the wealth of knowledge within Slack, enabling smarter work processes, faster decision-making, and more focus on innovation and growth.” Denise Dresser, CEO of Slack Enhancing Work Efficiency with AI The traditional approach to work often comes with productivity challenges, particularly when employees lack access to critical, time based information. Studies reveal that nearly half of digital workers struggle to find necessary information, leading to suboptimal decision-making. By integrating AI features into Slack, users can instantly access contextual information related to any project or policy within their organization’s history. This streamlines workflows and enables teams to make better-informed decisions efficiently. Slack’s Commitment to Simplified Work Processes Slack has always aimed to simplify work processes, bringing conversations, automation, and productivity tools into one unified platform. From channel-based discussions to real-time collaboration and process automation, Slack offers a comprehensive solution for teams. Moreover, Slack seamlessly integrates with popular tools like Salesforce, Workday, and Google Drive, facilitating smoother business operations and accelerating task completion. AI in Slack With Slack’s channel-based model serving as the foundation, users can create a centralized repository of information. Every message, canvas, and clip contributes to this repository, forming a searchable database of collective knowledge. Intelligent search functionality further enhances accessibility, enabling users to retrieve relevant information effortlessly. AI-powered features, such as channel recaps, thread summaries, and search answers, revolutionize how teams interact with information. Channel recaps provide key highlights from discussions, allowing users to catch up quickly and make informed decisions. Thread summaries condense lengthy conversations, facilitating faster comprehension and decision-making. Additionally, search answers offer concise responses to queries, leveraging relevant Slack messages to provide valuable insights. Embracing AI for Future Growth As businesses recognize the potential of AI to drive efficiency and productivity, Slack’s AI features offer a seamless transition. By embedding AI tools directly into the Slack workspace, users can harness the power of AI effortlessly, without the need for complex configurations or separate applications. Overall, Slack AI empowers teams to reach their full potential by leveraging corporate knowledge effectively. With AI-driven insights at their fingertips, teams can save time, make better decisions, and drive meaningful outcomes for their organizations. AI in Slack 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

April 10, 2024in Salesforce, Salesforce Einstein, Salesforce Implementation Services, Salesforce Slack

05Nov

Government-Citizen Communication

Engaging Citizens and Influencing Behavior: A Public Sector Strategy Engaging citizens and influencing their behavior to achieve mission-critical outcomes follows a model similar to the traditional marketing funnel used in the private sector. By adapting this approach, government communicators can drive tangible results that contribute to the overall well-being of society. Government-Citizen Communication. Public Sector Communication Objectives: In today’s digital age, citizens expect timely, personalized communication. To meet this demand, government agencies must deliver the right message through the right channels at the right time. A failure to do so risks reduced engagement, which can negatively affect the success of public programs. Expanding Audience Reach To maximize citizen engagement, it’s crucial to focus on reaching a broader audience rather than narrowing it. A key question for communicators and their teams to ask is: “How broad is our audience?” This is an essential aspect of the funnel that ensures wider reach and greater impact. Communication Methods Public sector communication often utilizes a mix of channels, including radio, newspapers, television, and social media, to connect with the public. Collaboration is vital in this sector, requiring effective communication tools to coordinate across teams, departments, and agencies. As technology evolves, new tools are enhancing how public servants communicate and collaborate. Technology-Driven Collaboration Tools Several communication and collaboration tools are reshaping how the public sector operates: Best Practices for Government-Citizen Communication To foster effective engagement, government agencies should implement the following best practices: Secure, Customizable Citizen Communication Solutions Governments can benefit from a secure, open-source communication tool tailored to public sector needs. Such solutions ensure compliance with data protection laws and foster trust between citizens and government institutions, enhancing public service delivery and digital engagement. Tectonic’s Conclusion For optimal citizen engagement, government communicators must focus on expanding their audience reach and utilizing advanced communication tools. In doing so, they can enhance collaboration, drive citizen involvement, and ensure the success of critical public programs. 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

November 5, 2023in Data, Google, Laws, Public Sector Solutions, Technology

20May

Create a Salesforce Approval Process

Streamlining Your Salesforce Approval Process: Top Options Create a Salesforce Approval Process – an essential for tasks such as: This insight explores the top methods for implementing a Salesforce approval process in your organization. Option 1: Manually Send Opportunities Over Email or Slack The classic approach is manually sending approval requests via email or Slack, starting with a simple “Hey, can you approve this?” message. This method can be effective if the volume of requests is low. Pros: Cons: Many businesses using this method eventually seek more efficient systems to avoid cluttered inboxes and disorganized processes. Option 2: Use a Google Sheet Another option is to manage the approval process through a Google Sheet. Sales reps and managers add new deal information to the sheet, which acts as a central repository for tracking approval statuses without email chains. Pros: Cons: The manual nature of this method often leads to abandonment, as it can slow down the sales workflow and burden reps with administrative tasks. Option 3: Salesforce Approvals Salesforce offers native approval functions, allowing users to create approval processes involving various stakeholders. Approvals can be managed via email or directly within Salesforce. Pros: Cons: While Salesforce Approvals improve upon manual methods, they still have limitations in notifying stakeholders and tracking responses efficiently. Option 4: Use Rattle Rattle is an automation tool that integrates Salesforce with Slack to streamline the approval process. Custom Slack alerts trigger when deal information in Salesforce changes, notifying sales managers of approval needs. Pros: Cons: Rattle offers a blend of accountability and speed, enabling sales reps to focus on clients while managers receive timely approval notifications and can make decisions quickly. Choosing the Best Option Now that we’ve reviewed several methods for implementing a Salesforce approval process, it’s time to determine the best fit for your organization. Consider the following steps: By selecting a dynamic approval process tailored to your needs, you’ll free up your sales team to focus on bringing in and closing more deals, enhancing overall productivity 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

May 20, 2023in Salesforce

06Dec

Create Approval Process in Salesforce

Implementing a Salesforce Approval Process: Options and Considerations to Create Approval Process in Salesforce An approval process is necessary for: This insight explores top options for implementing a Salesforce approval process within your company. Option 1: Manual Email or Slack Notifications The classic approach involves emailing or using Slack to request approvals. It’s straightforward and free, making it accessible for teams handling fewer approval requests. Pros: Cons: Option 2: Google Sheets Integration Another method involves using Google Sheets to manage approvals. Sales reps and managers input deal details for approval and track status in a centralized document. Pros: Cons: The drawback of both methods is their manual nature and limited integration with Salesforce, which can hinder sales workflow efficiency and lead to approval delays. Option 3: Salesforce Approvals Salesforce provides a native approval functionality where users create processes (e.g., discount matrices) requiring multiple stakeholders to approve at designated levels. Pros: Cons: While Salesforce Approvals streamline the process compared to manual methods, they still rely on user actions for notifications and responses, lacking full automation. Choosing the Right Option Evaluate each method’s pros and cons to determine the best fit for your company’s needs. Consider: By establishing a dynamic approval process aligned with your business requirements, you can empower your sales team to focus more on client acquisition and less on administrative tasks. Choose wisely to optimize efficiency and decision-making within your organization. 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

December 6, 2022in Salesforce

01Nov

Google Drive Integration with Salesforce

Maximize your company’s investment in both Salesforce and Google Drive by bringing your users’ collaborative documents directly to your Salesforce records! Google Drive integration with Salesforce is simple. As Salesforce analyzes data and generates reports, this integration proves beneficial with real-time updates, business process optimization, multi-level data security, increased storage, and reduced cost. The Salesforce AppExchange provides numerous connector options for joining Salesforce and Google Drive. If you are torn in the selection or implementation process, contact Tectonic today. Quickly automate workflows with Salesforce and Google Drive using Zapier’s templates. CData Sync provides a straightforward way to continuously pipeline your Salesforce & Force.com data to any Database, Data Lake, or Data Warehouse, making it easily available to Analytics, Reporting, AI, and Machine Learning including Google Drive. Automate document management in Salesforce with XfilesPro. By integrating to your desired external cloud storage such as SharePoint, AWS S3, OneDrive, and Google Drive. Enjoy better collaboration, folder structures, large-volume file offloading, and more. One of many Google Drive integration to Salesforce available on the AppExchange. Integrate Google Drive & Salesforce to increase your team’s productivity. Link Google Drive files & folders to Salesforce records. Use Flow to create folders. Generate Google Docs, Sheets, Slides, MS Word, & PDFs from Salesforce data. 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

November 1, 2022in Salesforce

22Apr

Sync Google Calendar with Salesforce

Lightning Sync is specifically designed to synchronize only your primary Google Calendar with Salesforce. Verify with your administrator whether your sync configuration is configured to synchronize private events. Is there synchronization between Google Drive and Salesforce? Effortlessly associate Google Drive files and folders with Salesforce records for convenient access and sharing. Additionally, access and modify Google Drive files directly within Salesforce using the Drive Connect File Viewer. How does Salesforce collaborate with Google? Salesforce maintains its leadership position in business, philanthropy, and workplace satisfaction by leveraging Google Workspace for real-time collaboration among dispersed teams and partners. Salesforce stands out as the leading provider of Customer Relationship Management (CRM) software globally. Steps to sync Google Calendar with Salesforce: Can Google Calendar function as a CRM? No, but you can integrate your CRM system with Google Calendar. This integration allows you to add events from your calendar to a CRM task and vice versa, ensuring that your team stays informed about important company events. If you are interested in syncing Google Calendar or other Google tools to your Salesforce org, contact Tectonic today. 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

April 22, 2022in Salesforce

04Apr

Salesforce Integrations for Sales and Marketing Teams

First Understand Salesforce Integrations Salesforce integrations involve establishing seamless connections between Salesforce and diverse third-party applications. These applications range from marketing automation tools and customer service software to accounting programs. The purpose is to facilitate a smooth exchange of data, ultimately enhancing Salesforce’s overall functionality. Salesforce integrations for sales and marketing teams brings all the applications needed for the relationship with prospects into one place. Salesforce’s Integration Ecosystem While Salesforce boasts a robust integration ecosystem, featuring over 3,000 integrations available on its AppExchange marketplace. Users can leverage various integration approaches: Salesforce Integrations for Sales and Marketing While there’s no complete universal list of essential Salesforce integrations for sales and marketing, several widely-used integrations cater to diverse needs: No-code Data Automation Integrations: Analytics and Reporting Integrations: Email Marketing Automation Integration: Data Storage Integration: Communications Apps Integrations: Project Management Tools Integration: Account Management Integration: CRM Tools Integration: Helpdesk Integrations: Feedback Tools Integration: These integrations facilitate efficient data handling, analytics, communication, project management, and more within sales and marketing teams. Integrations for Sales and Marketing Tools Salesforce seamlessly integrates with various tools relevant to Sales and Marketing teams, including but not limited to: Salesforce Integration with Teams and Workday The Salesforce AppExchange Salesforce’s Role in Sales and Marketing Salesforce Marketing Cloud Salesforce and ERP Integration Digital Marketing and Salesforce Salesforce’s Role in Marketing Automation Content updated November 2023. 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

April 4, 2022in Data, Enterprise, Google, Marketing Automation, Mulesoft, Salesforce, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Marketing Cloud, Salesforce Optimization, Salesforce Public Sector Solutions, Salesforce Slack

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