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25Feb

Building Trusted AI

Building Trusted AI: A Roadmap for IT Leaders AI is revolutionizing how organizations operate, fueling workflows, creativity, and innovation at unprecedented levels. It’s no surprise that nearly 70% of senior IT leaders now consider AI a top business priority. But with great potential comes great responsibility. AI introduces challenges around trust, security, and ethics, extending far beyond today’s implementations. To fully harness AI’s power—while ensuring transparency and security—IT leaders must take a structured, responsible approach. Here are five key steps to maximize AI’s potential without compromising trust. Step 1: Build AI on a Foundation of Quality Data AI is only as good as the data it’s built on. Generative AI models rely on vast datasets to generate meaningful outputs—but poor-quality data can lead to bias, irrelevance, or even harmful results. To ensure data integrity:✔ Diversify data sources to reflect different perspectives, scenarios, and contexts, reducing bias.✔ Clean and normalize data to minimize noise and ensure consistent quality.✔ Use tools like Privacy Center to manage data across multiple sources and eliminate duplicates.✔ Continuously refine datasets to stay aligned with evolving trends and insights. By prioritizing high-quality, well-managed data, organizations set a strong foundation for ethical and reliable AI systems. Learn how AI works and how to use it responsibly on Trailhead, Salesforce’s free learning platform. Step 2: Define Ethical Boundaries and Strengthen Data Privacy Trust is built on respecting customer privacy and protecting sensitive data. With AI systems handling personally identifiable information (PII) and other confidential data, strong policies are essential. Key actions to prioritize AI ethics and privacy: 🔹 Adopt secure, compliant data handling from collection to storage (Privacy Center helps manage retention policies).🔹 Implement data minimization—collect only what’s needed and retain it only as long as necessary.🔹 Encrypt sensitive data and limit access to authorized personnel and systems.🔹 Form an ethical AI task force to oversee compliance and mitigate legal or reputational risks. Transparency in data collection and usage builds trust and helps prevent misuse. Step 3: Conduct Regular AI Audits Even with ethical safeguards, AI can produce unintended biases, inaccuracies, or misinformation—especially in critical decision-making scenarios. A robust AI auditing strategy includes: ✔ Automated compliance checks to scan AI outputs against ethical standards and policies.✔ User feedback loops (surveys, interviews) to assess AI performance and its real-world impact.✔ Risk identification and mitigation—proactively addressing emerging challenges. Regular audits ensure AI remains accurate, fair, and aligned with business objectives. Step 4: Strengthen AI Security and Monitoring AI systems process valuable data, making security a top priority—especially in regulated industries. In response, governments worldwide, including the U.S. White House and the EU, are introducing policies for independent AI audits. How to protect AI systems: ✔ Define strict access controls to limit AI interactions to authorized users only.✔ Use tools like Security Center to manage user permissions and secure configurations.✔ Conduct ongoing security reviews (including penetration testing and quality control).✔ Enable Event Monitoring to set alerts or block unintended AI actions. By embedding security into every layer of AI processes, organizations can trust the AI they deploy. Step 5: Prioritize Transparency and Encourage Feedback A lack of transparency breeds distrust. In fact, only 42% of customers trusted businesses to use AI ethically in 2024—a 16% decline from the previous year. How to build AI transparency: 🔹 Clearly label AI-generated content so users know when AI is at work.🔹 Document AI processes to explain how data is collected, processed, and used.🔹 Disclose AI auditing and security measures to reinforce trust.🔹 Actively gather feedback to assess AI’s impact and align it with organizational values. Transparency isn’t just about compliance—it’s about building lasting trust with customers and stakeholders. Trusted AI is a Journey, Not a Destination Building trustworthy AI requires continuous effort—not just a one-time fix. Organizations must take a proactive approach to data quality, security, audits, and transparency. Platforms like Agentforce are designed to support responsible AI adoption—from policy creation to implementation—helping businesses innovate securely and ethically. By embedding trust into AI strategies today, businesses can lead with confidence tomorrow. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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February 25, 2025in Data, Generative AI, Salesforce0 Comments
Rethinking Technology in Local Government
10Feb

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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February 10, 2025in Data, Mulesoft, Salesforce, Technology0 Comments

GenAI in the Enterprise

🔔🔔 Follow us on LinkedIn 🔔🔔 10 Ways GenAI is Transforming the Enterprise Organizations are adopting Generative AI (GenAI) at different paces—some forging ahead with full-scale deployments, while others cautiously experiment with proofs of concept. Regardless of where they stand in their AI journey, enterprises must navigate challenges such as data quality, ethical considerations, compliance requirements, and AI accuracy. To maximize GenAI’s benefits while minimizing risks, companies must ensure sufficient, high-quality data, implement human oversight, and establish mechanisms to validate AI-generated outputs. AI’s success hinges on its ability to work alongside employees, enhancing efficiency without replacing human ingenuity. Despite these challenges, GenAI is already driving enterprise transformation across industries. Here are ten key ways it’s reshaping business operations: 1. Enhancing Customer Service GenAI elevates customer interactions, enabling more natural and intelligent automated support. Chatbots powered by GenAI engage customers conversationally, providing fast and accurate responses by analyzing vast amounts of data. For customer service agents, GenAI serves as a real-time assistant, offering insights and recommendations to improve interactions. According to Gartner, 85% of customer service leaders plan to explore or pilot conversational GenAI systems in 2025. However, research suggests that the most successful implementations will enhance—not replace—human support, striking a balance between automation and human touch. 2. Revolutionizing Knowledge Management GenAI excels at retrieving and analyzing structured and unstructured data, making it a game-changer for enterprise knowledge management. By surfacing relevant insights from vast information repositories, GenAI enables employees to access critical knowledge more efficiently. Forrester Research highlights that while AI-driven knowledge management boosts efficiency, true transformation occurs when it complements human expertise, fostering collaboration and innovation. 3. Optimizing Supply Chain Management With its ability to analyze historical, internal, and external data, GenAI is improving supply chain management by predicting demand, optimizing inventory, mitigating disruptions, and streamlining logistics. Organizations leveraging AI-driven insights can enhance operational efficiency, reduce costs, and drive sustainability by integrating environmental considerations into supply chain decisions. McKinsey & Co. reports that supply chain and inventory management are among the business functions where GenAI delivers the most significant revenue increases. 4. Automating Content Creation GenAI’s content generation capabilities extend beyond simple text creation to include audio, video, and design assets. Enterprises use GenAI for tasks ranging from drafting emails to developing full-scale marketing campaigns, significantly reducing content production time. A recent study by Enterprise Strategy Group found that 35% of businesses cite content creation as a primary benefit of GenAI, highlighting its role in accelerating marketing and communications efforts. 5. Accelerating Software Development GenAI is streamlining software development by generating code, user requirements, and technical documentation. This not only reduces development time for experienced programmers but also democratizes coding by enabling non-technical users to build applications with AI assistance. According to Capgemini Research Institute, AI-assisted coding is expected to account for 37% of all software development by 2026, significantly boosting productivity across industries. 6. Increasing Employee Productivity with AI Assistants AI-powered assistants are helping employees across various functions work smarter and faster. Whether aiding programmers, customer service representatives, or operations teams, GenAI-driven tools enable professionals to complete tasks with greater efficiency. A survey by Enterprise Strategy Group found that increased productivity is the top GenAI benefit, with 60% of respondents reporting measurable improvements in workplace efficiency. 7. Identifying Process Optimization Opportunities Beyond automating individual tasks, GenAI helps organizations rethink and optimize entire workflows. Companies are increasingly using AI to analyze operational processes, identify inefficiencies, and recommend automation opportunities. Rather than merely accelerating existing processes, AI is enabling businesses to redesign workflows from the ground up, unlocking new levels of efficiency. 8. Transforming Research & Development GenAI is playing an emerging role in research and development, particularly in fields like drug discovery and materials science. The technology helps researchers identify promising compounds, explore new innovations, and iterate through potential solutions at unprecedented speeds. While AI-driven R&D is still in its early stages, Gartner reports that GenAI is already improving productivity and cycle times in innovation-heavy industries. 9. Driving Competitive Differentiation and Revenue Growth Forward-thinking organizations are leveraging GenAI to create new products, services, and business models. Some use AI to identify market opportunities, while others integrate AI directly into their offerings. For example, J.P. Morgan’s Quest IndexGPT uses AI to analyze financial news and recommend investment opportunities, showcasing how businesses can differentiate themselves through AI-powered innovation. 10. Advancing Data-Driven Decision-Making By making analytics more accessible, GenAI is democratizing data-driven decision-making. AI-powered tools allow employees across all levels to interact with data conversationally, lowering barriers to data literacy and empowering informed decision-making. Beyond human decision support, GenAI is also paving the way for agentic AI systems—autonomous AI agents capable of making real-time decisions and executing tasks without human intervention. This next-generation AI capability is expected to further accelerate enterprise automation and innovation. The Future of GenAI in the Enterprise As businesses continue their AI adoption journey, GenAI will become an increasingly integral part of operations, driving efficiency, innovation, and competitive advantage. Organizations that strategically integrate GenAI while ensuring ethical oversight and responsible AI governance will be best positioned to harness its full potential. 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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October 10, 2024in Agentic AI, Data, Enterprise, Generative AI, Salesforce, Technology

Agentforce in Healthcare

The healthcare industry is on the brink of a digital revolution, and in this era, Salesforce Agentforce—a new AI technology in healthcare—is set to play a pivotal role in providing innovative solutions that enhance AI-driven patient engagement, streamline processes, and improve overall AI services in healthcare. Salesforce Agentforce AI integration in healthcare will lead to significant cost reductions and improved operational efficiency. Healthcare organizations that leverage Agentforce have reported substantial improvements in productivity by automating administrative tasks and streamlining workflows. In this insight, we’ll explore Salesforce Agentforce—the new AI technology in healthcare—the role of conversational AI in healthcare, and what the future holds for AI-driven medical solutions. What is Agentforce and How Does It Support Healthcare? Salesforce’s Agentforce is designed to provide healthcare organizations with fully tailored AI-powered agents that can operate various tasks. These AI agents can handle customer support enquiries, assist in sales processes, and even provide real-time coaching for healthcare professionals. Agentforce AI agents can manage appointment scheduling, follow-ups, and patient enquiries efficiently. The agents also integrate robust data protection protocols to ensure all patient information is securely handled, helping healthcare providers streamline administrative processes while maintaining high standards of security and compliance. By leveraging these AI services in healthcare, organizations can optimize workflows and improve overall efficiency. Challenges in Healthcare AI Integration Healthcare organisations can face several challenges when integrating new AI technology in healthcare. These challenges include data security concerns, the complexity of managing diverse patient needs, and ensuring workflow efficiency. One of the key obstacles is gaining a unified, up-to-date view of patients, providers, and payers while still ensuring multi-channel communication. Data security is a top priority for healthcare institutions, as they must safeguard patient information while complying with stringent regulations. Salesforce Agentforce tackles these challenges by providing advanced security measures, automated workflow optimisation, and real-time decision-making support. Pre-Built Use Cases for Healthcare Salesforce’s Agentforce includes multiple out-of-the-box AI capabilities that enhance AI patient engagement and improve healthcare operations. Some of its key applications include: • Intelligent Document Processing: AI-driven data extraction from medical records reduces administrative workload, allowing healthcare professionals to focus on patient care. • Medical History Summarization: AI agents summarize patient medical histories, prescriptions, andfactors that influence health and well-being, enabling caregivers to make more informed decisions. • Automated Appointment Scheduling: AI-driven systems manage patient appointments, reducing wait times and improving the overall patient experience. • Claims Processing Optimization: AI consolidates data for claims processing, reducing delays and enhancing revenue cycle management. • Trial Candidate Matching: AI-driven algorithms identify suitable candidates for clinical trials by analyzing demographic and medical data. Custom AI Agents for Healthcare Agentforce also enables healthcare organizations to create custom AI agents designed for specific operational needs. These AI agents help automate repetitive tasks, improve AI patient engagement, and optimize care management processes. • Patient Services: AI-driven chatbots summarize medical histories, generate personalized emails, and assist with healthcare assessments. • Provider Network Management: AI optimizes provider networks by assessing provider details and minimizing patient wait times. • Program and Patient Outcome Management: AI offers real-time insights into patient adherence to programs and provides recommendations to improve satisfaction rates. • Benefits Verification: AI streamlines benefits verification through automated call scripts and pharmacy benefits summaries. The Future of AI in Healthcare As AI technology continues to evolve, we can expect deeper integration of AI services in healthcare, particularly in robotic-assisted surgeries, automated patient monitoring, and virtual healthcare assistants. These innovations will not only enhance patient engagement but also reduce the burden on healthcare professionals by automating time-consuming administrative tasks. Conversational AI in healthcare is set to play an even bigger role in the industry. AI-powered chatbots and virtual assistants will become more sophisticated, offering more accurate diagnoses, providing mental health support, and assisting in real-time patient interactions. This will lead to a more seamless, accessible, and efficient healthcare system. With these developments, healthcare providers will need to continue prioritising AI ethics, data security, and compliance to ensure that AI implementation remains both safe and effective. By leveraging trusted AI solutions like Agentforce, healthcare organizations can stay ahead of the curve, delivering cutting-edge care while maintaining operational efficiency. Implementing Agentforce with Tectonic AI Consulting and Integration Specialists – Partnering with the right AI implementation experts ensures smooth integration and better alignment with your healthcare operational goals. Organizations working with Tectonic, a trusted AI and Salesforce implementation partner, can accelerate the deployment of Agentforce, ensuring optimal efficiency and productivity. Tectonic specializes in integrating new AI technology in healthcare to enhance operational efficiency and improve AI patient engagement. Our Salesforce team has helped multiple healthcare organizations seamlessly implement Agentforce, ensuring that AI-driven workflows are tailored to meet the specific needs of their providers and patients. By working with Tectonics, healthcare organizations can leverage: • Seamless AI Integration: Ensuring that Agentforce aligns with existing systems and operational workflows. • Custom AI Development: Designing AI-powered solutions that address key industry challenges. • Ongoing Support and Optimization: Continuous monitoring and improvement to maximise the effectiveness of conversational AI in healthcare. Healthcare providers who collaborate with Tectonic can unlock the full potential of Agentforce, leading to enhanced patient experiences and streamlined operations. The adoption of new AI technology in healthcare will reshape the industry. Agentforce addresses key challenges in healthcare by offering conversational AI in healthcare, AI-powered automation, and data-driven decision-making support. As AI continues to evolve, Agentforce will play an increasingly vital role in optimising AI services in healthcare, empowering medical professionals, and ensuring better patient outcomes. Contact Tectonic today to learn more about implementing Agentforce and modernising your healthcare services. Content updated February 2025. 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

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August 30, 2024in Data, Salesforce, Technology
Technical Debt
01Jun

Understanding and Managing Technical Debt in Salesforce

Salesforce is a powerful and dynamic CRM platform with a vast array of tools and features. Given its complexity, users must make critical decisions daily—whether creating custom objects, automating workflows, nurturing leads, or developing applications. Each choice impacts how effectively Salesforce is utilized, influencing both short-term success and long-term sustainability. However, users often opt for the quickest solution rather than the most robust one. While this may provide immediate results, it can lead to inefficiencies and challenges over time. This is where technical debt comes into play. What Is Technical Debt in Salesforce? Technical debt refers to the hidden cost an organization incurs when prioritizing speed over quality in software development and system configuration. It results from taking shortcuts that may seem convenient at first but ultimately require additional work—often in the form of rework, maintenance, or system inefficiencies. A Real-World Analogy Imagine you’re on a trek and encounter two paths leading to the same destination. The shorter route is steep and exhausting, while the longer path includes rest stops and is easier on your body. Although the shorter path may seem efficient, it leaves you drained. Similarly, in Salesforce, quick fixes—such as writing redundant code, skipping documentation, or excessive customization—may seem efficient initially but create long-term complications, leading to technical debt. Common Causes of Technical Debt in Salesforce Types of Technical Debt in Salesforce Identifying and Measuring Technical Debt To assess technical debt, consider both business-related and technical questions: Business-Related Questions Technical Questions How to Avoid Technical Debt in Salesforce Final Thoughts Technical debt is an inevitable challenge in any complex system, but with proactive planning and best practices, it can be minimized. The key is to prioritize sustainability over speed—choosing well-structured, scalable solutions rather than quick fixes that may lead to costly rework in the future. By maintaining best practices, regular system reviews, and strategic planning, organizations can optimize their Salesforce environment for efficiency, scalability, and long-term success. 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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June 1, 2024in Data, Laws, Salesforce
17Feb

Salesforce Unveils Einstein Copilot

Salesforce Unveils Einstein Copilot: A New Era in AI-Powered CRM Salesforce, the world’s leading customer relationship management (CRM) platform, has introduced Einstein Copilot, an advanced AI-powered assistant designed to revolutionize business interactions with CRM systems. Seamlessly integrated within Salesforce’s ecosystem, including Data Cloud, Einstein Copilot automates complex workflows, enhances operational efficiency, and delivers highly personalized customer insights. By leveraging AI, it empowers sales, marketing, and customer service teams while ensuring compliance with data privacy and governance standards. The Challenge: Enhancing CRM Efficiency with AI As customer relationships became more intricate, businesses sought a CRM solution that could: Salesforce responded by integrating cutting-edge AI capabilities into its CRM platform, ensuring a seamless, secure, and intelligent customer experience. The Einstein Copilot Solution Salesforce has embedded Einstein Copilot across its CRM applications, transforming customer relationships through AI-driven automation. By harnessing Data Cloud, Einstein Copilot accesses unified, reliable data to generate real-time insights, helping businesses make smarter decisions and enhance customer interactions. With customization tools like Copilot Builder, Prompt Builder, Skill Builder, and Model Builder, businesses can tailor Einstein Copilot to meet their unique needs. Integration with Salesforce extensions and external APIs further optimizes workflows, automating tasks and streamlining operations. Key Features of Einstein Copilot Results: Transforming CRM with AI Since its launch, Einstein Copilot has significantly improved customer satisfaction and operational productivity by: Challenges & Considerations Despite its success, deploying Einstein Copilot presented some challenges, including: The Future of Einstein Copilot Salesforce is committed to expanding Einstein Copilot’s capabilities, focusing on: Salesforce envisions Einstein Copilot setting a new benchmark in AI-driven CRM, enabling businesses to foster stronger customer relationships, drive growth, and streamline operations. About Salesforce Salesforce is the world’s leading CRM platform, empowering businesses with innovative solutions that blend cloud computing, artificial intelligence, and big data analytics. Since its founding in 1999, Salesforce has been at the forefront of digital transformation, helping organizations optimize operations and elevate customer engagement. Conclusion Einstein Copilot marks a transformative shift in CRM, leveraging AI to enhance efficiency, automate workflows, and deliver superior customer experiences. With AI-driven automation and intelligent decision-making, businesses can now focus on building long-lasting customer relationships that drive loyalty and success. Einstein Copilot is now Agentforce. Content updated January 2025. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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February 17, 2024in AI Tools, Artificial Intelligence, Data, Salesforce
03Oct

Bridging the Gap Between Sales and Marketing

Bridging the Gap Between Sales and Marketing with Salesforce Implementation Sales and marketing teams often struggle to align their goals and strategies, leading to inefficiencies and missed revenue opportunities. A powerful way to overcome this challenge is by leveraging Salesforce implementation services, which connect these departments, enhance collaboration, and drive business success. Seamless Communication for Better Collaboration Effective communication is essential for synchronizing sales and marketing efforts. Salesforce serves as a unified platform, allowing teams to share information, access real-time data, and track progress effortlessly. This streamlined communication minimizes confusion, keeps objectives aligned, and boosts overall productivity. By working within a shared system, sales and marketing professionals can co-develop marketing initiatives, promotions, and sales plans, fostering teamwork and eliminating departmental silos. Salesforce’s collaborative tools ensure that teams stay connected and work toward common goals efficiently. Data-Driven Decision-Making In today’s business landscape, data is a critical driver of success. Salesforce equips organizations with advanced analytics tools, providing insights into customer behavior and market trends. These data-driven capabilities empower sales and marketing teams to: With Salesforce, businesses can adopt a proactive approach rather than reacting to market shifts, ensuring sustained growth and competitiveness. Enhancing Customer Experience Delivering a seamless customer journey is key to standing out in a competitive market. When sales and marketing teams align through Salesforce, they can: ✅ Customize marketing campaigns using sales-driven insights, leading to higher engagement.✅ Personalize sales interactions by leveraging marketing data to understand customer needs.✅ Consolidate customer information for a 360-degree view, ensuring consistent, tailored interactions across all touchpoints. This synchronization leads to higher customer satisfaction, improved retention, and increased revenue. Optimizing Lead Management Efficient lead handling is crucial for driving conversions. Salesforce streamlines this process by enabling: With Salesforce’s automation tools, teams can work together strategically to convert prospects into loyal customers. Performance Tracking & Accountability Measuring performance is essential for continuous improvement. Salesforce’s robust reporting tools empower teams to: 📊 Monitor KPIs, such as conversion rates and campaign performance.📊 Access real-time insights via customizable dashboards.📊 Make data-backed decisions to refine sales and marketing strategies. By fostering transparency and accountability, these insights drive teams to optimize performance and meet business objectives effectively. The Power of Salesforce for Business Growth Salesforce implementation is a game-changer for aligning sales and marketing teams, enabling: ✔ Enhanced communication and collaboration✔ Smarter, data-driven decision-making✔ Stronger customer relationships✔ Streamlined lead management✔ Comprehensive performance tracking By leveraging Salesforce’s powerful capabilities, businesses can break down silos, enhance efficiency, and drive sustained growth. Integrating Salesforce isn’t just about technology—it’s about creating a collaborative, high-performing environment that propels organizations toward success. 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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October 3, 2023in Data, Salesforce, Salesforce Implementation Services, Technology
AI All Grown Up
09Feb

Understanding Generative AI and Predictive AI

Understanding Generative AI and Predictive AI: A Synergistic Approach Artificial Intelligence (AI) is broadly categorized into two key branches: Generative AI and Predictive AI. Both play a crucial role across various industries, from healthcare and fintech to logistics and education. Their impact is undeniable, driving efficiency, accuracy, and innovation. However, this is not a debate about Generative AI versus Predictive AI. Instead, it is an exploration of both branches and how they contribute to technological advancement. Let’s dive in. Generative AI vs. Predictive AI: An Overview Generative AI has been around for decades, with early iterations like Generative Adversarial Networks (GANs) and Variational Autoencoders (VAEs). While these earlier models saw limited enterprise adoption, the success of ChatGPT demonstrated the vast potential of Generative AI in producing articulate, human-like content. Conversely, Predictive AI is widely used across industries to correlate data and support decision-making. It is particularly prevalent in applications like cybersecurity, inventory management, and digital twin technology. Businesses increasingly recognize the benefits of both AI branches. From automating processes to creating digital replicas for scenario testing, AI applications continue to evolve. The goal now is not to compare Generative AI and Predictive AI, but to understand their mechanisms and potential for seamless integration. Are you fully leveraging AI in your enterprise? If not, or if you have questions, feel free to reach out. Now, let’s delve into how these AI branches work. What is Generative AI? Generative AI is transforming industries by producing text, code, music, and even videos. Companies use it to analyze vast datasets and generate content instantaneously. Key Applications of Generative AI: By 2026, over 80% of businesses are expected to incorporate Generative AI into their workflows. While implementation can be complex, expert guidance can help streamline the process. How Does Generative AI Work? Generative AI leverages machine learning (ML) and big data to analyze input forms—such as text, images, or sound—and learn their structures. Once trained, it generates new content without merely replicating existing data, making it a powerful tool for innovation. Generative AI in Action: If you’re uncertain about how to implement Generative AI in your business, consulting with experts can provide clarity. What is Predictive AI? Predictive AI, or predictive analytics, forecasts future outcomes based on historical data. It empowers businesses to make informed decisions by identifying patterns and trends. Key Applications of Predictive AI: Predictive AI improves decision-making capabilities by analyzing large datasets and refining machine learning algorithms. Integrating it with other analytics tools enhances its effectiveness and mitigates implementation challenges. Predictive AI in Action: Predictive AI’s ability to anticipate market trends and consumer behavior makes it a valuable tool for businesses looking to stay ahead. Generative AI vs. Predictive AI: Key Differences While Generative AI focuses on creating new content based on learned data patterns, Predictive AI forecasts future outcomes using historical data. These two models are not competing forces; rather, they complement each other in building comprehensive business strategies. Both models require a strong foundation in data governance and cybersecurity to ensure ethical and effective AI implementation. The Future of AI: Generative vs. Predictive According to McKinsey, the combined impact of Generative and Predictive AI could contribute up to $4.4 trillion annually to the global economy. What’s Next for AI? Generative AI: Predictive AI: Both Generative and Predictive AI are poised to shape the future of AI-driven industries. Businesses that embrace both models will gain a competitive edge in innovation and strategic decision-making. Conclusion Generative and Predictive AI are not opposing technologies; they are complementary forces that drive efficiency, accuracy, and creativity. Their applications span numerous industries, proving their immense value in today’s tech-driven world. Navigating AI implementation can be complex, but expert guidance can simplify the process. If you have questions about integrating AI into your business, consulting with professionals can help you harness its full potential. The future of business is deeply intertwined with AI—taking the right steps today will ensure success in the years ahead. Let Tectonic take you to the AI world. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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February 9, 2023in Artificial Intelligence, Data, Enterprise, Generative AI, Salesforce, Technology

Salesforce Integration: Enhancing Your CRM Capabilities

Salesforce is the world’s leading CRM platform, empowering businesses to streamline operations, enhance customer relationships, and drive growth. However, to maximize its potential, integrating Salesforce with third-party applications is essential. By connecting Salesforce with various external tools—such as MailChimp, QuickBooks, WhatsApp, and LinkedIn—organizations can improve efficiency, automate workflows, and unify data across departments. But how can businesses successfully integrate these applications into their Salesforce environment, and what challenges might they face? Let’s explore. What is Salesforce Integration? Salesforce integration refers to the process of connecting Salesforce with third-party applications to facilitate seamless data flow and process automation. These integrations leverage APIs to establish communication between systems, ensuring a unified experience across different business functions such as HR, finance, marketing, and sales. Why is Salesforce Integration Important? Integrating Salesforce with other systems offers several advantages, including: Common Salesforce Integrations and Use Cases Salesforce can be integrated with a variety of platforms to enhance functionality. Some key use cases include: Challenges in Salesforce App Integration While Salesforce integrations bring numerous benefits, they also come with challenges: Tools for Successful Salesforce Integration To facilitate smooth integrations, businesses can leverage the following tools: 1. Salesforce Native Tools These tools enable direct integrations with Salesforce products. Examples include: 2. App-Native Tools Many external applications offer built-in integrations with Salesforce, such as: 3. Third-Party Middleware For more complex integrations, middleware platforms help bridge gaps between systems: Best Practices for Salesforce Integration To ensure a smooth and successful integration, businesses should follow these best practices: Final Thoughts: Should You Integrate Salesforce with Third-Party Apps? Absolutely. Integrating Salesforce with external applications enhances its capabilities, drives efficiency, and unlocks new business opportunities. However, it’s crucial to implement these integrations through a certified Salesforce partner to minimize risks and ensure seamless execution. By following best practices and using the right tools, businesses can maximize their CRM investment and drive long-term success. FAQs Have more questions about Salesforce integration? Get in touch with our certified Salesforce consultants to explore the best integration solutions for your business. 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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January 31, 2022in Data, Google, Marketing Automation, Mulesoft, Salesforce
Salesforce Marketing Cloud
08Feb

Marketing Cloud Digital Marketing Solution

Salesforce Marketing Cloud is a specialized CRM platform equipped with a range of marketing tools tailored for remote marketers, facilitating effective management of marketing strategies. Marketing Cloud Digital Marketing Solution empowers digital marketers to deliver timely, personalized messages to the right audience across diverse channels. Offering a unique cloud-based marketing platform, Marketing Cloud enables the creation of end-to-end personalized customer experiences, fostering robust marketing automation strategies to enhance sales. Key Features: Marketing Cloud Einstein: Marketing Cloud Einstein builds upon Salesforce Einstein AI, providing modern tools and analytics within the CRM framework. This smart AI suite aids digital marketers in accessing and analyzing real-time customer data. Features include predictive scoring to forecast customer engagement and predictive audiences for targeted segmentation based on behavioral patterns. Platforms in Marketing Cloud: Products in Marketing Cloud: Benefits of Marketing Cloud: Salesforce Marketing Cloud stands out as a comprehensive solution for digital marketers seeking to elevate their strategies and drive sales. With its array of features, platforms, and products, Marketing Cloud offers unparalleled benefits and competitive advantage in the market landscape. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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February 8, 2021in Analytics Builder, Data, Marketing Automation, Salesforce, Salesforce Einstein, Salesforce Marketing Cloud
Salesforce Document Generation
18Jul

Generating Documents in Salesforce

Salesforce document generation poses a challenge for businesses, given the intricacies of integration involved. Fortunately, a variety of tools are available for generating documents in Salesforce, and Tectonic is well-equipped to assist in their successful implementation. Salesforce Industries Document Generation empowers businesses to craft and manage accurate documents linked to standard Salesforce objects, encompassing contracts, opportunities, orders, quotes, and custom objects. For a more dynamic approach, Salesforce OmniStudio Document Generation facilitates the creation of documents using Microsoft Word and Microsoft PowerPoint templates. These templates can incorporate values from any JSON-based data within the text, including data sourced from various Salesforce objects. This versatile tool enables the generation of contracts, proposals, quotes, reports, non-disclosure agreements, service agreements, and more. Salesforce Industries Document Generation seamlessly integrates with Vlocity Insurance, Vlocity Health, communications, media, energy, utilities, government, and beyond. Vlocity Analytics, another valuable component, offers pre-built measurement tools that seamlessly integrate with Salesforce Reports, Dashboards, and Einstein. The Salesforce AppExchange boasts an extensive array of over 200 document generation tools. Your Salesforce partner can assist in selecting, installing, and implementing the most suitable options based on your business requirements. With Document Generation, you can generate contracts, proposals, quotes, reports, non-disclosure agreements, job offers, service agreements, and so on. You can generate documents using the specified sample client-side or server-side OmniScripts. You can also create your own OmniScripts by cloning and customizing the sample OmniScript to generate documents. Client-Side document generation is a synchronous process that results in a downloadable preview of the generated documents. You can generate documents from Microsoft Word (.docx), Microsoft PowerPoint (.pptx), and Web templates. These templates can include values from any JSON-based data in the text, including data from any Salesforce object. You can optionally convert the resulting documents to .pdf format. Server-Side document generation is available in both the OmniStudio Foundation and Salesforce Industries packages. Server-Side document generation is an asynchronous process that’s best for large and rendering-heavy documents and for document generation in batches. The Server-Side document generation service is secure and scalable and is hosted on Salesforce Hyperforce. The generated document is stored in your Salesforce org, and is attached to the object for which it’s generated. You can use Apex Classes, sample Integration Procedures, or a sample OmniScript to generate documents. Client-Side document generation supports Customer Community Plus, Customer Community, and Partner Community users to generate documents using client-side OmniScripts. Server-Side document generation supports Customer Community Plus, Customer Community, and Partner Community users to generate documents using the singleDocxServersideLwc server-side OmniScript. With the right licenses, Document Generation is available in the Salesforce Industries package. Metering measures resource utilization levels and throttling controls resource access and use based on defined rules. Metering measures the number of server-side documents that are generated by an org hourly and daily. The default hourly and daily limits for processing server-side document generation requests are 1,000 per org and 24,000 per org respectively. Throttling maintains consistency and resilience of the server-side document generation service by managing incoming server-side document generation requests from multiple orgs. Throttling can also prevent service degradation caused by high volume of requests at peak hours by blocking requests that exceed the default limits. The request details are saved in the Document Generation Processes entity. You can retrieve the blocked requests and later retry the server-side document generation. No matter what your specific document generation needs, Tectonic simplifies the process of getting your system up and running seamlessly, whether it’s through Salesforce Quickstarts or comprehensive implementation services. Content updated in 2022. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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July 18, 2019in Data, Hyperforce, Salesforce, Salesforce Sales Cloud, Salesforce Service Cloud
Cooking with Salesforce
23Apr

Cooking with Salesforce

Restaurant Management Platform Onboards Thousands of Customers Monthly Using Salesforce for Seamless Sales and Service Management SAN FRANCISCO—April 23, 2019—Salesforce (NYSE: CRM), the global leader in CRM, announced today that Toast, the fastest-growing restaurant management platform in North America, has chosen Salesforce to deliver a cohesive and consistent experience for its community of restaurateurs across the entire customer lifecycle. Toast, which supports tens of thousands of restaurants of all sizes, uses Salesforce to establish a single source of truth for customer data. This enables them to enhance internal efficiency, create a seamless buyer journey spanning sales and service, and elevate the overall customer experience. Experiencing tremendous growth—Toast’s revenue surged by 148 percent in 2018—the company outgrew traditional tools like spreadsheets and required a comprehensive view across the organization. They needed access to real-time information across all customer touchpoints. Toast implemented Salesforce to manage everything from service and mobile worker support to delivering quotes and completing customer contracts. With Salesforce, Toast benefits from a unified platform that drives customer connections at every stage of the buying cycle. “Our customer interactions run through Salesforce,” said Jon Dack, VP of Technology, Toast. “Having one unified system across sales and service allows us to provide our customers with the consistent, high-quality service they expect from Toast. Salesforce is the engine that makes this possible.” Today, Toast manages all customer-facing touchpoints on Salesforce. The company uses Sales Cloud to track and collaborate on all sales deals and Salesforce CPQ to automate their quote-to-cash process. This allows them to configure and price complex solutions while maintaining a unified contract record of all customer purchases. Once work orders are generated, Toast uses Field Service Lightning to dispatch mobile workers to customer locations for installation and setup. This system allows centralized communication throughout the process. Mobile workers utilize the Field Service Lightning mobile app to receive customer details, task instructions, add notes, log completed work, and collaborate with colleagues as needed. Toast also uses Community Cloud to build Toast Central, a front-end application that integrates with Salesforce. Toast Central acts as a central knowledge base, customer information bank, and support hub. It allows customers to view and update their account information and track the onboarding process from a single location. “Toast’s customer-first focus is spot on and will serve them well in the long run,” said Bill Patterson, EVP and GM, Service Cloud, Salesforce. “We’re thrilled to be on this journey with them, managing their customer interactions wherever and whenever they occur.” About Toast Founded in 2013, Toast empowers successful restaurants of all sizes with a comprehensive technology platform that integrates restaurant POS, front-of-house, back-of-house, and guest-facing technology with a diverse marketplace of third-party applications. By combining technology with an unwavering commitment to customer success, Toast helps restaurants streamline operations, increase revenue, and deliver outstanding guest experiences. Toast has been recognized in the 2019 Forbes Fintech 50, 2019 SXSW Interactive Innovation Finals, 2018 Forbes Cloud 100, and as the third fastest-growing technology company in North America on the 2017 Deloitte Fast 500. Learn more at www.toasttab.com. 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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April 23, 2019in Data, Mulesoft, Salesforce, Salesforce CPQ, Salesforce Hospitality Travel and Transportation, Technology
Salesforce Sales Cloud
09Apr

Salesforce Sales Cloud Explained

Salesforce Sales Cloud is Salesforce’s premier product, originating with the company’s birth in 1999, and currently commands the largest market share among all available Customer Relationship Management (CRM) solutions. With a core mission to expedite the sales cycle, Sales Cloud furnishes companies with an array of tools for efficient management of leads, opportunities, businesses, and individual contacts. While it predominantly caters to Business-to-Business (B2B) enterprises, Sales Cloud encompasses features like quoting, product management, and forecasting tailored to meet the needs of sales managers. In addition to its foundational features, Sales Cloud offers a suite of add-on products that further enhance its capabilities. These include Sales Cloud Einstein, Inbox, Salesforce Maps, Lightning Dialer, Lightning Scheduler, Salesforce Engage, Einstein Sales Analytics, and Revenue Analytics. These supplementary products provide advanced functionalities and analytics, elevating the overall sales experience for businesses utilizing Sales Cloud. What does Salesforce do? It helps teams work better together. Your business may use a single Customer 360 app, or a combination of many. By improving team communications, automating repetitive tasks, and surfacing more insights with the help of AI, our customers drive greater business success. Connect the dots between marketing and sales. Bring all your customer data together in one place to inform campaign strategy, audiences, and content. Use generative AI to create personalized messages and send them to prospects right where they are most likely to engage with them. When customers click on your ad or website, an automated message is sent to sales, notifying the team of a new lead. Tectonic is please to announce our Sales Cloud Implementation Solutions. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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April 9, 2019in Data, Enterprise, Generative AI, Salesforce, Salesforce Implementation Services, Salesforce Managed Services, Salesforce Sales Cloud
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