Governance Archives - gettectonic.com

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spring 25

Spring 25 Revealed

Spring ’25 Salesforce Release: What’s New and How to Prepare As winter lingers, the Salesforce Ohana is already embracing the promise of spring—a season of renewal, growth, and transformation. The Salesforce Spring ’25 Release brings fresh innovations designed to enhance productivity, streamline integrations, and optimize your CRM experience. With powerful AI enhancements, security updates, and UI improvements, this release is set to elevate the way you work. Let’s explore the key updates and how you can prepare to make the most of these enhancements. 1. Changes to Einstein Activity Capture Permissions What’s New?Salesforce is refining access to Einstein Activity Capture (EAC), ensuring more controlled and secure usage. Sales Engagement Basic Users will no longer have default access to EAC and must be assigned the Standard Einstein Activity Capture permission set to continue using the feature. Why It Matters:This update enhances security by limiting access to users with the appropriate permissions, improving governance over activity data. How to Prepare: 2. Transition to ICU Locale Formats What’s New?Salesforce is shifting from Oracle’s JDK Locale formats to ICU Locale Formats for handling date, currency, and numeric data. Why It Matters:ICU formats provide better internationalization and localization, improving accuracy and consistency across different regions. How to Prepare: 3. Introduction of LWC Stacked Modals What’s New?Lightning Web Components (LWC) now support stacked modals, allowing multiple modal windows to remain open simultaneously. Why It Matters:This improves the user experience by enabling seamless navigation between modal windows without losing context. How to Prepare: 4. Secure Redirection for Flows What’s New?Salesforce now requires that retURL parameters used in Flow redirections be explicitly added to the trusted URLs list. Why It Matters:This security enhancement mitigates risks associated with unauthorized redirections, protecting user data. How to Prepare: 5. Rollbacks for Apex Action Exceptions in REST API What’s New?Salesforce now enforces automatic rollbacks for exceptions occurring during Apex actions invoked via REST API. Why It Matters:This update ensures data integrity by preventing incomplete or failed operations from saving partial updates. How to Prepare: Final Thoughts The Spring ’25 release brings vital enhancements to permissions, security, UI, and API reliability. By proactively testing and preparing, you can ensure a seamless transition while unlocking the full potential of these updates. Stay ahead of the curve and leverage these improvements to create a more efficient, secure, and innovative Salesforce environment. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Achieving AI Success Starts with Data Maturity

Achieving AI Success Starts with Data Maturity

True AI success depends on data maturity. But what does that mean in practice? Organizations with high data maturity: The Path to Data Maturity Reaching data maturity requires a strategic commitment to: ✅ Develop a unified data strategy that aligns business and data teams toward common goals.✅ Implement strong data management and governance to ensure accuracy and trust.✅ Leverage advanced data solutions to transform raw data into actionable insights.✅ Prioritize security and compliance to protect data from breaches.✅ Foster a data-driven culture where every employee has the skills to analyze and act on insights. See How John Lewis & Partners Unlocks AI + Data-Driven Personalization “Investing in Salesforce has enabled us to make decisions faster and develop deeper relationships with our customers by providing a more personalized, convenient, and seamless customer experience.” — Libby Hickey, Tableau Product Manager, John Lewis & Partners Assess Your Data Maturity Ready to accelerate your data transformation? 📊 Take the free assessment to: Start your data maturity journey today. Contact Tectonic. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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AI Data Cloud and Integration

It is Time to Implement Data Cloud

With Salesforce Data Cloud you can: With incomplete data your 360-degree customer view is limited and often leads to multiple sales reps working on the same lead. Slow access to the right leads at the right time leads to missed opportunties and delayed closings. If your team cannot trust the data due to siloes and inaccuracies, they avoid using it. It is Time to Implement Data Cloud. Unified Connect and harmonize data from all your Salesforce applications and external data systems. Then activate your data with insights and automation across every customer touchpoint. Powerful With Data Cloud and Agentforce, you can create the most intelligent agents possible, giving them access to the exact data they need to deliver any employee or customer experience. Secure Securely connect your data to any large language model (LLM) without sacrificing data governance and security thanks to the Einstein 1 trust layer. Open Data Cloud is fully open and extensible – bring your own data lake or model to reduce complexity and leverage what’s already been built. Plus, share out to popular destinations like Snowflake, Google Ads, or Meta Ads. Salesforce Data Cloud is the only hyperscale data engine native to Salesforce. It is more than a CDP. It goes beyond a data lake. You can do more with Data Cloud. Your Agentforce journey begins with Data Cloud. Agents need the right data to work. With Data Cloud, you can create the most intelligent agents possible, giving them access to the exact data they need to deliver any employee or customer experience. Use any data in your organization with Agentforce in a safe and secure manner thanks to the Einstein 1 Trust Layer. Datablazers are Salesforce community members who are passionate about driving business growth with data and AI powered by Data Cloud. Sign up to join a growing group of members to learn, connect, and grow with Data Cloud. Join today. The path to AI success begins and ends with quality data. Business, IT, and analytics decision makers with high data maturity were 2x more likely than low-maturity leaders to have the quality data needed to use AI effectively, according to our State of Data and Analytics report. “What’s data maturity?” you might wonder. Hang tight, we’ll explain in chapter 1 of this guide. Data-leading companies also experience: Your data strategy isn’t just important, it’s critical in getting you to the head of the market with new AI technology by your side. That’s why this Salesforce guide is based on recent industry findings and provides best practices to help your company get the most from your data. Tectonic will be sharing a focus on the 360 degree customer view with Salesforce Data Cloud in our insights. Stay tuned. It is Time to Implement Data Cloud Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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multi-channel campaigns

Understanding AI Agent Capabilities

AI agents vary widely in their autonomy and complexity. Some tasks require only basic tool use and response generation, while others demand advanced reasoning and independent decision-making. Recognizing these capability levels helps determine when to use simpler, predictable systems versus fully autonomous agents. The Core Capabilities of AI Agents Three fundamental capabilities distinguish AI agents from basic AI tools: Reasoning and Planning Tool Use Memory and Learning The AI Agent Spectrum The evolution from simple AI tools to fully autonomous agents follows a progression of increasing complexity: Not every problem demands the highest level of autonomy. In many cases, tool-using models or orchestrated systems are more practical and cost-effective. Balancing Capability with Control As AI agents become more autonomous, striking the right balance between capability and oversight is critical. Key factors to consider include: Security and Governance Reliability and Trust Cost and Resource Optimization Understanding where your needs fall on this spectrum is essential for effective AI deployment. Not every task requires a fully autonomous agent—sometimes, a simpler, well-structured system is the smarter, more cost-efficient choice. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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$15 Million to AI Training for U.S. Government Workforce

AI Adoption in the Federal Government

AI Adoption in the Federal Government: A New Era Under the Trump Administration With a new administration in Washington and a $500 billion AI infrastructure initiative underway, the U.S. federal government may be entering a phase of accelerated AI adoption. Federal AI Expansion AI adoption grew under the Biden administration, with agencies leveraging it for fraud detection, workflow automation, and data analysis. However, experts predict that the Trump administration will further expand federal AI use. “Trump and his advisers have spoken about ‘unleashing AI,’ signaling a push for broader adoption within government agencies,” said Darrell West, a senior fellow at the Brookings Institution’s Center for Technology Innovation. As the administration scales back AI safety regulations and deepens ties with major tech firms, federal AI usage is expected to rise. However, ensuring transparency and educating the public remain crucial for building trust in government AI applications. AI Governance Framework The foundation for federal AI governance was established under Trump’s first term, with executive orders EO 13859 (2019) and EO 13960 (2020). EO 13960 mandated an annual AI use case inventory, significantly expanding under Biden—from 710 cases in 2023 to 2,133 in 2024. Reggie Townsend, VP of Data Ethics at SAS and a National AI Advisory Committee (NAIAC) member, emphasized the importance of this transparency: “The inventory was a crucial first step in building public trust.” Biden’s EO 14110 (2023) introduced stronger AI guardrails, requiring agencies to designate chief AI officers, disclose safety-related AI use cases, and implement risk management guidelines. However, on his first day in office, Trump rescinded EO 14110, signaling a shift toward deregulation. AI Applications in Government The 2024 federal AI inventory reported 2,133 AI use cases across 41 agencies. The Department of Health and Human Services (HHS) led with 271 cases, reflecting a 66% increase from the previous year. Key applications include: Harvard Kennedy School adjunct lecturer Bruce Schneier anticipates even broader AI integration in government, from automating reports to drafting legislation and conducting audits. Despite growing interest, the federal government lags behind the private sector in AI adoption, especially for generative AI, due to concerns over bias, reliability, and transparency. AI Under a Second Trump Term Trump’s return to office in 2025 signals an AI policy shift favoring reduced oversight and enhanced global AI leadership. “Federal AI adoption will accelerate under Trump,” West said, citing efforts to integrate major tech figures into federal initiatives. Notably, Trump appointed xAI owner Elon Musk to lead the newly rebranded Department of Government Efficiency, formerly the U.S. Digital Service. This agency is tasked with modernizing federal technology, reducing costs, and driving deregulation. With EO 14110 rescinded, the scope of AI governance under Trump remains uncertain. “Will he eliminate all guardrails, or keep some protections? That’s something to watch,” West noted. Big Tech’s Role in Federal AI Trump’s inauguration underscored tech industry influence, with Elon Musk, Mark Zuckerberg, Jeff Bezos, and Sundar Pichai in attendance. Major tech firms, including Amazon, Google, and Microsoft, each contributed $1 million to the event, while OpenAI CEO Sam Altman made a personal $1 million donation. Some companies are aligning with the administration’s stance on AI and content moderation. Meta, for instance, has replaced its fact-checking services with a community-driven model similar to X’s Community Notes and relaxed its moderation policies. A deregulated AI landscape could benefit big tech, particularly in areas like AI safety standards and data copyright issues, while advancing the administration’s vision for U.S. AI dominance. AI’s Future in Government On his second day in office, Trump announced a $500 billion AI infrastructure investment, forming Stargate—a coalition of OpenAI, SoftBank, MGX, and Oracle—to expand AI infrastructure nationwide. “This will be the largest AI infrastructure project in history,” Trump declared, emphasizing the need for AI leadership against global competitors like China. However, West warned that accelerated adoption must be managed carefully: “It’s critical that AI is implemented fairly, with privacy and security safeguards in place.” Building AI Literacy Effective AI deployment requires education within federal agencies. “Many government workers lack AI expertise, making it difficult to procure and implement AI solutions effectively,” West said. NAIAC’s Townsend advocates for structured AI training, tailored to different federal roles. Public AI literacy is also crucial, with initiatives like the National AI Research Resource (NAIRR) promoting equitable access to AI education and development. “The public must be informed enough to hold the government accountable on AI issues,” Townsend concluded. As AI adoption accelerates, striking a balance between innovation, oversight, and public trust will define the next phase of federal AI policy. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Agentforce Redefines Generative AI

The Rise of Agentic AI: Balancing Innovation and Trust

Agentic AI is transforming industries, and Salesforce’s Agentforce is proving to be a catalyst for both economic growth and workforce empowerment. For companies like Wiley, Agentforce has increased case resolutions by 40%, surpassing the performance of its previous chatbot and allowing employees to focus on more complex cases. However, a new Salesforce white paper emphasizes that simply deploying AI agents isn’t enough to drive productivity and build trust—they must operate within well-defined frameworks that ensure responsible AI adoption. “AI has the potential to enhance trust, efficiency, and effectiveness in our institutions,” said Eric Loeb, EVP of Global Government Affairs at Salesforce. “Salesforce research shows 90% of constituents are open to using AI agents for government services, drawn by benefits like 24/7 access, faster response times, and streamlined processes.” Key Considerations for Policymakers in the Age of AI Agents To strike a balance between risk and opportunity, the Salesforce white paper outlines critical areas policymakers must address: 🔹 Human-AI Collaboration – Employees must develop new skills to configure, manage, and oversee AI agents, ensuring they can be easily programmed and adapted for various tasks. 🔹 Reliability & Guardrails – AI agents must be engineered with fail-safes that enable clear handoffs to human workers and mechanisms to detect and correct AI hallucinations. 🔹 Cross-Domain Fluency – AI must be designed to interpret and act on data from diverse sources, making seamless enterprise-wide integrations essential. 🔹 Transparency & Explainability – Users must know when they’re interacting with AI, and regulators need visibility into how decisions are made to ensure compliance and accountability. 🔹 Data Governance & Privacy – AI agents often require access to sensitive information. Strong privacy and security safeguards are crucial to maintaining trust. 🔹 Security & AI Safety – AI systems must be resilient against adversarial attacks that attempt to manipulate or deceive them into producing inaccurate outputs. 🔹 Ethical AI Use – Companies should establish clear ethical guidelines to govern AI behavior, ensuring responsible deployment and human-AI collaboration. 🔹 Agent-to-Agent Interactions – Standardized protocols and security measures must be in place to ensure controlled, predictable AI behavior and auditability of decisions. Building an Agent-Ready Ecosystem While AI agents represent the next wave of enterprise innovation, policy frameworks must evolve to foster responsible adoption. Policymakers must look beyond AI development and equip the workforce with the skills needed to work alongside these digital assistants. “It’s no longer a question of whether AI agents should be part of the workforce—but how to optimize human and digital labor to achieve the best outcomes,” said Loeb. “Governments must implement policies that ensure AI agents are deployed responsibly, creating more meaningful and productive work environments.” Next Steps Salesforce’s white paper provides a roadmap for policymakers navigating the agentic AI revolution. By focusing on risk-based approaches, transparency, and robust safety measures, businesses and governments alike can unlock the full potential of AI agents—while ensuring trust, accountability, and innovation. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Data Cloud and Genpact

Unlock the Power of Your Data with Data Cloud

Seamlessly Connect, Unify, and Activate Your Data Data Cloud enables you to harness the full potential of your data—structured or unstructured—by integrating it across multiple sources. Key Capabilities: ✔ Connect All Data Sources – Ingest both batch and streaming data seamlessly.✔ Zero-Copy Data Federation – Access data without duplicating it.✔ Data Transformation & Governance – Standardize and secure your data.✔ Harmonize to a Common Data Model – Ensure consistency across datasets.✔ Identity Resolution – Unify data with advanced rulesets.✔ Advanced Analytics & Insights – Query, analyze, and extract business intelligence.✔ AI-Powered Predictions – Use AI to anticipate customer behavior.✔ Segmentation & Activation – Create targeted audience segments for personalized experiences.✔ Multi-Source Data Activation – Output data to multiple channels based on business needs.✔ Integration with Agentforce – Leverage data for AI-powered automation.✔ Continuous Optimization – Measure, refine, and enhance your data strategy. Designed for Every Role Data Cloud provides role-specific functionality, ensuring value across your organization. User Description Learn More Admins Enhance your admin skills with Data Cloud. Administer Data Cloud (Trailhead) Analysts Leverage Tableau to expand your analytics capabilities. Tableau Cloud Help Documentation Builders Develop applications using Data Cloud. ISVforce Guide Business Users Ingest data for diverse business needs. Salesforce Help Data Architects Map and model data effectively. Salesforce Architects Frameworks Developers Utilize APIs and SDKs to interact with Data Cloud. Data Cloud Developer Center Marketers Segment and activate audiences for cross-channel campaigns. Segmentation in Data Cloud (Trailhead) Partners Implement Data Cloud for customers. Partner Learning Camp Get Started with Data Cloud Customize Your Experience Data Cloud is built to scale, allowing you to tailor features to your business needs. While some features are included, others are available as add-ons or have adjustable limits. Work with your account executive to find the right solution. Available Editions: 📌 Data Cloud Starter – Get core Data Cloud functionality. 📌 Data Cloud + Tableau – Unlock powerful analytics with Tableau Enterprise. 📌 Marketing Use Cases – Leverage Segmentation and Activation for personalized marketing campaigns. 📌 Industry-Specific Solutions – Tailor Data Cloud for specialized needs. Better Together: Data & AI The best AI solutions are built on trusted, high-quality data. Data Cloud consolidates disparate data sources into unified customer and account profiles, fueling AI-driven automation and insights with Agentforce. Unlock the full potential of your data with Salesforce Data Cloud. Ready to get started? Learn more. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Rethinking Technology in Local Government

Rethinking Technology in Local Government

Rethinking Technology in Local Government: A Call to Action By Richard Young, Head of Local Government, Salesforce The latest survey from Salesforce and LGC underscores an urgent need for a technology transformation in local government. Legacy systems and fragmented infrastructure remain significant roadblocks to digital progress, with nearly half of respondents identifying them as barriers to adoption. Outdated, disconnected systems limit efficiency, frustrate staff and residents, and prevent seamless data sharing—ultimately hindering councils from delivering modern, responsive services. Breaking Down Silos: A Unified Approach To move beyond fragmented solutions, councils must embrace a connected digital ecosystem that integrates systems, data, and stakeholders. Salesforce enables this shift through: ✅ MuleSoft – Seamlessly integrates legacy and modern systems, allowing for real-time data sharing and eliminating silos.✅ Salesforce Customer 360 – Provides a single, unified view of residents, enabling personalized, consistent service delivery across all touchpoints. By adopting a resident-first approach, councils can streamline operations, enhance engagement, and deliver services more effectively. Overcoming Barriers to Digital Transformation While the benefits of modern technology are clear, our survey reveals significant challenges to implementation, including: Salesforce supports councils through these challenges by providing: 🎓 Comprehensive training programs – Equipping staff with the skills to confidently adopt new technology.🤝 Shared service models – Encouraging collaboration across councils to pool resources and scale best practices.🚀 The Government Innovators Network – A knowledge-sharing platform connecting public sector leaders and private technology partners to drive innovation. By focusing on incremental modernization and ROI-driven deployments, councils can maximize value while staying within budget constraints. Empowering Councils for the Future To truly future-proof local government, technology must be: ✔ User-friendly – Intuitive systems reduce friction, enabling both staff and residents to self-service with ease.✔ Scalable and secure – Protecting against cyber threats and evolving challenges.✔ Designed for impact – Fostering collaboration between public and private sectors to drive long-term innovation. Salesforce has already made a measurable impact: 🏛 A UK council integrated over 30 legacy systems, reducing administrative overhead by 40% and increasing resident satisfaction by 25%.🇦🇺 An Australian local authority centralized resident engagement, cutting service request response times by 50%. Across the globe, we are transforming council operations, governance, and resident experiences. A Connected Future Starts Now Now is the time for councils to rethink their approach to technology. By embracing scalable, integrated solutions, they can deliver better services, empower staff, and put residents at the heart of every decision. Together, we can reimagine local government—creating a more connected, efficient, and empowered future. Richard Young, Head of Local Government, Salesforce Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Decision Domain Management

Roger’s first week in the office felt like a wilder than 8 second ride on a raging rodeo bull. Armed with top-notch academic achievements, he hoped to breeze through operational routines and impress his new managers. What he didn’t expect was to land in a whirlwind of half-documented processes, half-baked ideas, and near-constant firefighting. While the organization had detailed SOPs for simple, routine tasks—approving invoices, updating customer records, and shipping standard orders—Roger quickly realized that behind the structured facade, there was a deeper level of uncertainty. Every day, he heard colleagues discuss “strategic pivots” or “risky product bets.” There were whispers about AI-based initiatives that promised to automate entire workflows. Yet, when the conversation shifted to major decisions—like selecting the right AI use cases—leaders often seemed to rely more on intuition than any structured methodology. One afternoon, Roger was invited to a cross-functional meeting about the company’s AI roadmap. Expecting an opportunity to showcase his knowledge, he instead found himself in a room filled with brilliant minds pulling in different directions. Some argued that AI should focus on automating repetitive tasks aligned with existing SOPs. Others insisted that AI’s real value lay in predictive modeling—helping forecast new market opportunities. The debate went in circles, with no consensus on where or how to allocate AI resources. After an hour of heated discussion, the group dispersed, each manager still convinced of the merit of their own perspective but no closer to a resolution. That evening, as Roger stood near the coffee machine, he muttered to himself, “We have SOPs for simple tasks, but nothing for big decisions. How do we even begin selecting which AI models or agents to develop first?” His frustration led him to a conversation with a coworker who had been with the company for years. “We’re missing something fundamental here,” Roger said. “We’re rushing to onboard AI agents that can mimic our SOPs—like some large language model trained to follow rote instructions—but that’s not where the real value lies. We don’t even have a framework for weighing one AI initiative against another. Everything feels like guesswork.” His coworker shrugged. “That’s just how it’s always been. The big decisions happen behind closed doors, mostly based on experience and intuition. If you’re waiting for a blueprint, you might be waiting a long time.” That was Roger’s ;ight bulb moment. Despite all his academic training, he realized the organization lacked a structured approach to high-level decision-making. Sure, they had polished SOPs for operational tasks, but when it came to determining which AI initiatives to prioritize, there were no formal criteria, classifications, or scoring mechanisms in place. Frustrated but determined, Roger decided he needed answers. Two days later, he approached a coworker known for their deep understanding of business strategy and technology. After a quick greeting, he outlined his concerns—the disorganized AI roadmap meeting, the disconnect between SOP-driven automation and strategic AI modeling, and his growing suspicion that even senior leaders were making decisions without a clear framework. His coworker listened, then gestured for him to take a seat. “Take a breath,” they said. “You’re not the first to notice this gap. Let me explain what’s really missing.” Why SOPs Aren’t Enough The coworker acknowledged that the organization was strong in SOPs. “We’re great at detailing exactly how to handle repetitive, rules-based tasks—like verifying invoices or updating inventory. In those areas, we can plug in AI agents pretty easily. They follow a well-defined script and execute tasks efficiently. But that’s just the tip of the iceberg.” They leaned forward and continued, “Where we struggle, as you’ve discovered, is in decision-making at deeper levels—strategic decisions like which new product lines to pursue, or tactical decisions like selecting the right vendor partnerships. There’s no documented methodology for these. It’s all in people’s heads.” Roger tilted his head, intrigued. “So how do we fix something as basic but great impact as that?” “That’s where Decision Domain Management comes in,” he explained. In the context of data governance and management, data domains are the high-level blocks that data professionals use to define master data. Simply put, data domains help data teams logically group data that is of interest to their business or stakeholders. “Think of it as the equivalent of SOPs—but for decision-making. Instead of prescribing exact steps for routine tasks, it helps classify decisions, assess their importance, and determine whether AI can support them—and if so, in what capacity.” They broke it down further. The Decision Types “First, we categorize decisions into three broad types: Once we correctly classify a decision, we get a clearer picture of how critical it is and whether it requires an AI agent (good at routine tasks) or an AI model (good at predictive and analytical tasks).” The Cynefin Framework The coworker then introduced the Cynefin Framework, explaining how it helps categorize decision contexts: By combining Decision Types with the Cynefin Framework, organizations can determine exactly where AI projects will be most beneficial. Putting It into Practice Seeing the spark of understanding in Roger’s eyes, the coworker provided some real-world examples: ✅ AI agents are ideal for simple SOP-based tasks like invoice validation or shipping notifications. ✅ AI models can support complicated decisions, like vendor negotiations, by analyzing performance metrics. ✅ Strategic AI modeling can help navigate complex decisions, such as predicting new market trends, but human judgment is still required. “Once we classify decisions,” the coworker continued, “we can score and prioritize AI investments based on impact and feasibility. Instead of throwing AI at random problems, we make informed choices.” The Lightbulb Moment Roger exhaled, visibly relieved. “So the problem isn’t just that we lack a single best AI approach—it’s that we don’t have a shared structure for decision-making in the first place,” he said. “If we build that structure, we’ll know which AI investments matter most, and we won’t keep debating in circles.” The coworker nodded. “Exactly. Decision Domain Management is the missing blueprint. We can’t expect AI to handle what even humans haven’t clearly defined. By categorizing

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AI evolves with tools like Agentforce and Atlas

Salesforce Atlas

Salesforce Atlas: The Brainpower Behind AI-Driven Transformation A New Era of AI for Enterprise AI is reshaping industries at an unprecedented pace, and agentic AI—AI that can think, plan, and act autonomously—is at the forefront of this revolution. Salesforce is leading the charge with Agentforce, a low-code platform that allows businesses to build, refine, and deploy autonomous AI agents across multiple business functions. At the core of this innovation is Salesforce Atlas, the reasoning engine that empowers Agentforce to tackle complex decision-making tasks just like a human. But Atlas goes further—it continuously learns, adapts, and evolves, setting a new standard for AI-driven enterprises. Let’s explore how Atlas works, its capabilities, and why it’s a game-changer for businesses. Salesforce Atlas: The Reasoning Engine Powering Agentforce Atlas is the intelligent decision-making engine that powers Agentforce’s AI agents. Rather than simply following predefined rules, Atlas evaluates data, refines its approach, and continuously learns from outcomes. When an AI agent encounters a decision point, Atlas asks: ➡️ Do I have enough data to ensure accuracy?✔ If yes, it proceeds with a decision.❌ If no, it seeks additional data or escalates the issue. This iterative learning process ensures that AI agents become more reliable, context-aware, and autonomous over time. Salesforce CEO Marc Benioff teased the potential of Atlas, revealing that: 📊 “We are seeing 90-95% resolution on all service and sales issues with the new Atlas.” That’s a staggering success rate, demonstrating how AI-driven reasoning can transform enterprise efficiency and customer engagement. How Salesforce Atlas Works: The “Flywheel” Process Atlas operates using a structured flywheel process that enables self-improvement and adaptability. Here’s how it works: 1️⃣ Data Retrieval – Atlas pulls structured and unstructured data from the Salesforce Data Cloud.2️⃣ Evaluation – It analyzes the data, generates a plan of action, and assesses whether the plan will drive the desired outcome.3️⃣ Refinement – If the plan isn’t strong enough, Atlas loops back, refines its approach, and iterates until it’s confident in its decision. This cycle repeats continuously, ensuring AI agents deliver accurate, data-driven outcomes that align with business goals. Once a task is completed, Atlas learns from the results, refining its approach to become even smarter over time. The Core Capabilities of Salesforce Atlas Atlas stands out because of its advanced reasoning, adaptive learning, and built-in safeguards—all designed to deliver trustworthy, autonomous AI experiences. 1. Advanced Reasoning & Decision-Making Atlas doesn’t just execute tasks; it thinks critically, determining the best way to approach each challenge. Unlike traditional AI models that follow rigid scripts, Atlas: 🔍 Analyzes real-time data to determine the most effective course of action.📊 Refines its decisions dynamically based on live feedback.🌍 Adapts to changing circumstances to optimize outcomes. At Dreamforce 2024, Marc Benioff demonstrated Atlas’s power by showcasing how it could optimize theme park experiences in real time, analyzing: 🎢 Ride availability👥 Guest preferences🚶 Park flow patterns This real-time decision-making showcases the game-changing potential of agentic AI. 2. Advanced Data Retrieval Atlas leverages Retrieval-Augmented Generation (RAG) to pull highly relevant, verified data from multiple sources. This ensures: ✔ More accurate responses✔ Minimized AI hallucinations✔ Reliable, data-driven insights For example, Saks Fifth Avenue uses Atlas to personalize shopping recommendations for millions of customers—tailoring experiences with precision. 3. Built-in Guardrails for Security & Compliance Salesforce recognizes the importance of AI governance, and Atlas includes robust safeguards to ensure responsible AI usage. 🔐 Ethical AI protocols – Ensures compliance with evolving regulations.🚨 Escalation capabilities – AI knows when to seek human intervention for complex issues.🌍 Hyperforce security – Provides enterprise-grade privacy and security standards. These protections ensure Atlas operates securely, responsibly, and at scale across global enterprises. 4. Reinforcement Learning & Continuous Improvement Atlas doesn’t just process data—it learns from outcomes. 🔄 Refines decisions based on real-world results📈 Optimizes performance over time⚡ Becomes increasingly efficient and tailored to business needs Whether it’s increasing sales conversions, resolving service issues, or optimizing workflows, Atlas ensures AI agents grow smarter with every interaction. Why Salesforce Atlas is a Game-Changer Salesforce Atlas isn’t just another AI tool—it’s the brain behind Salesforce’s next-generation AI ecosystem. With Atlas, businesses can: ✅ Automate complex tasks with AI-driven decision-making.✅ Deliver hyper-personalized customer experiences with confidence.✅ Scale AI-powered workflows across sales, service, and operations.✅ Ensure compliance and trust with built-in governance measures.✅ Adapt AI capabilities to meet evolving business needs. Marc Benioff envisions Atlas as the core of a future where AI and humans collaborate to drive innovation and efficiency. By combining advanced reasoning, dynamic adaptability, and enterprise security, Atlas empowers organizations to work smarter, faster, and more effectively—unlocking the full potential of agentic AI. The future of AI-driven enterprise has arrived. With Salesforce Atlas, businesses can build AI agents that don’t just follow instructions—they think, learn, and evolve. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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copilots and agentic ai

Transforming Industries and Redefining Workflows

The Rise of Agentic AI: Transforming Industries and Redefining Workflows Artificial Intelligence (AI) is evolving faster than we anticipated. No longer limited to predicting outcomes or generating content, AI systems are now capable of handling complex tasks and making autonomous decisions. This new era—driven by Agentic AI—is set to redefine the workplace and transform industries. From Prediction to Autonomy: The Three Waves of AI To understand where we’re headed, it’s important to see how far AI has come. Arun Parameswaran, SVP & MD of Salesforce India, describes it as a fundamental shift: “What has changed with agents is their ability to handle complex reasoning… and, most importantly, to take action.” Unlike previous AI models that recommend or predict, Agentic AI executes tasks, reshaping customer experiences and operational workflows. Agentic AI in Action: Industry Applications At a recent Mint x Salesforce India deep-dive event on AI, industry leaders explored how Agentic AI is driving transformation across sectors. The panel featured: Here’s how Agentic AI is already making an impact: 1. Revolutionizing Customer Support Traditional chatbots have limited capabilities. Agentic AI, however, understands urgency and context. 2. Accelerating Business Decisions In finance and supply chain management, AI agents analyze vast amounts of data and execute decisions autonomously. 3. Transforming Travel & Aviation Airlines are leveraging AI to optimize booking systems, reduce costs, and enhance efficiency. 4. Automating Wealth Management AI agents in financial services monitor markets, adjust strategies, and offer personalized investment recommendations in real time. The Risks & Responsibilities of Agentic AI With great autonomy comes great responsibility. The potential of Agentic AI is vast—but so are the challenges: The Future of Work: AI as a Partner, Not a Replacement Despite concerns about job displacement, AI is more likely to reshape rather than replace roles. What Are AI Agents? AI agents go beyond traditional models like ChatGPT or Gemini. They are proactive, self-learning systems that: They fall into two categories: “AI agents don’t just wait for commands; they anticipate needs and act,” says Dr. Tomer Simon, Chief Scientist at Microsoft Research Israel. AI Agents in the Workplace: A Shift in Roles AI agents streamline processes, but they don’t eliminate the need for human oversight. Salesforce’s Agentforce is a prime example: “Companies need to integrate AI, not fear it. Those who fail to adopt AI tools risk drowning in tasks AI can handle,” warns Dr. Omri Allouche, Chief Scientist at Gong. The Road Ahead: AI-Driven Business Growth Agentic AI is not about replacing people—it’s about empowering them. As organizations re-evaluate workflows and embrace AI collaboration, the companies that act early will gain a competitive edge in efficiency and innovation. Final Thought The AI revolution is here, and Agentic AI is at its forefront. The key question isn’t whether AI will transform industries—it’s how organizations will adapt and thrive in this new era. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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AI Agents in Government

AI Agents in Government

AI Agents: A Key to Rebuilding Public Trust in Government Public trust in government services has been in decline for years, but new research from Salesforce suggests that AI agents could play a crucial role in reversing this trend. Citizens worldwide recognize the need for improved government interactions, with 40% reporting difficulties when seeking assistance and over a third unsure of the programs available to them. However, there is strong public support for AI-driven solutions—90% of global respondents indicated they would use an AI agent to engage with their government. AI Agents: A Game-Changer for Public Services The introduction of AI-powered agents presents a transformative opportunity for governments to enhance service delivery, improve response times, and build stronger constituent relationships. With budget constraints making it difficult to expand government workforces, AI agents can augment public servants, allowing them to operate more efficiently without increasing headcount. Imagine a trip to the AI Agent DMV! “It is clear from our research that AI solutions like Salesforce’s Agentforce can help governments streamline and scale services to better meet the needs of their constituents,” says Nasi Jazayeri, Executive Vice President and GM of Public Sector at Salesforce. “As global leaders convene in Davos, we have a tremendous opportunity for the public and private sectors to collaborate and explore how advancements in AI can improve how governments serve their citizens.” Key Findings from Salesforce’s Research Citizens Call for Improved Government Services Growing Public Interest in AI Agents Top Priorities for AI-Driven Government Services When considering AI adoption in public services, global respondents prioritize: The Future of AI in Government As AI technology continues to evolve, its important role in the public sector is becoming increasingly significant. By enhancing accessibility, streamlining processes, and providing real-time assistance, AI-powered agents can help bridge the trust gap between governments and their constituents. With strong public support, governments have a unique opportunity to leverage AI to build more responsive, efficient, and citizen-friendly services—ushering in a new era of digital governance. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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