Important Update: Close Date Predictions Feature Retiring in Spring ’25 The Close Date Predictions feature, currently available in Pipeline Inspection, is designed to forecast when an opportunity with a close date in the current month may not close on time. However, Salesforce will be retiring this feature with the Spring ’25 release. What’s Changing? With
Slack Introduces New iOS App Widgets to Enhance Engagement and Collaboration Slack has launched four new widgets for its iOS app, aimed at boosting worker engagement and facilitating collaboration. The new additions include the “Catch Up” widget, two versions of the “Status” widget, and the “Slack Launcher” widget. These tools are designed to keep employees
Empower Your Healthcare Team with Salesforce Health Cloud Equip your healthcare team with comprehensive 360-degree views that help connect and engage every patient, member, employee, and partner. Explore Salesforce Health Cloud Explore Health Cloud Understanding the capabilities of this platform is the first step to transforming your organization’s patient management. Let’s explore what Health Cloud
Tableau’s first generative AI assistant is now generally available. Generative AI for Tableau brings data prep to the masses. Earlier this month, Tableau launched its second platform update of 2024, announcing that its first two GenAI assistants would be available by the end of July, with a third set for release in August. The first
Preparing for Instance Refresh in Your Organization To support your organization’s ongoing growth, Salesforce occasionally performs an instance refresh, which involves upgrading the infrastructure in their data centers. After this maintenance, your instance will transition to a new data center, and its name will change. This process ensures we continue to deliver the high performance
Effective Use Cases for Tags in Account Engagement Tags in Account Engagement are a powerful tool similar to folders. They help you sort, organize, report, and search your data more efficiently. Here’s how you can leverage tags to streamline your marketing efforts: Organize Your Content By Campaign If you recently launched a webinar campaign and
Salesforce AI Innovations: Empowering Student Success and Faculty Efficiency Salesforce is introducing new Education Cloud AI Innovations, AI-powered tools designed to streamline the educational journey, enabling students to chart clear paths to graduation, translate their coursework into resume-ready skills, and connect with mentors who can guide them toward their career goals. Enhancing Faculty and Staff
Discover Service Capabilities with My Service Journey Take your Service Cloud implementation from good to great with My Service Journey. Get the Salesforce point of view on achieving your business goals in various Service areas, such as the Help Site or Agent Console. With My Service Journey, you can explore Service Cloud capabilities tailored to
Sophisticated autonomous digital entities are already transforming our lives, industries, and the way we engage with technology. What will be the Impact of AI Agents Across Key Sectors in 2024? While much attention has been given to Generative AI (Gen AI), the next major leap forward comes from AI Agents. This emerging technology is set
Account Engagement Email Compliance FAQs Sometimes it is difficult to get a straight answer as to Account Engagement Email Compliance requirements. Tectonic has you covered. Using Purchased and Third-Party Lists in Account Engagement I purchased a list from a third party who assures me it’s an opted-in list. Can I email this list with Account
Responsible AI and ethical AI are closely connected, with each offering complementary yet distinct principles for the development and use of AI systems. Organizations that aim for success must integrate both frameworks, as they are mutually reinforcing. Responsible AI emphasizes accountability, transparency, and adherence to regulations. Ethical AI—sometimes called AI ethics—focuses on broader moral values
HubSpot began as a marketing automation solution tailored for small businesses, but it has since grown into a comprehensive Enterprise CRM, integrating marketing, sales, CMS, and service functionalities. While Salesforce continues to be a popular choice for CRM, more teams are increasingly turning to HubSpot for its marketing automation capabilities. HubSpot is a leading platform
Marketing Cloud Audience Builder dynamically generates targeted audiences from contacts stored in your account based on attribute and behavioral values. These audiences can be used to target or exclude contacts from your marketing activities. In today’s world, where a staggering 347.3 billion emails are sent globally every day, email inboxes have become increasingly cluttered. In
Data Visualization: Turning Complex Data into Clear Insights Data visualization is the practice of converting information into visual formats, such as maps or graphs, to make data more accessible and understandable. The primary purpose of data visualization is to highlight patterns, trends, and outliers within large data sets, allowing users to quickly glean insights. The
Migrating from Zoho to Salesforce is a major undertaking that can significantly enhance a business’s CRM processes as it scales. To ensure a smooth transition, careful planning, data preparation, and execution are essential for accurate and efficient data transfer. In this guide, we’ll outline a step-by-step approach to migrating from Zoho to Salesforce, covering everything
