LPI Archives - gettectonic.com
Salesforce Sales Engagement for Nonprofits
17Mar

Salesforce Sales Engagement for Nonprofits

Supercharge Your Nonprofit’s Donor Outreach with Salesforce Sales Engagement It’s time for the annual donor campaign. The fundraising team is juggling hundreds—if not thousands—of emails, phone calls, and follow-ups. The budget depends on surpassing last year’s donations, but with limited staff and time, reaching every potential donor feels impossible. The executive director asks, “How can we maximize donor engagement without increasing headcount—or at least focus our resources on the most likely givers?” Sound familiar? Every nonprofit faces the challenge of doing more with less. Fortunately, Salesforce offers a solution to keep your team organized, on task, and working smarter: Salesforce Sales Engagement. What Is Salesforce Sales Engagement? Salesforce Sales Engagement acts as a high-powered assistant for fundraising, membership, or program teams. This productivity hub, embedded within Salesforce, streamlines daily activities through automation, organization, and AI-powered insights. Key benefits include:✅ Cadences & Work Queues – Ensure no email, call, or task slips through the cracks.✅ Centralized Outreach – Keep all donor interactions in one place for seamless engagement.✅ AI-Driven Optimization – Analyze performance and refine strategies based on data. Previously known as High-Velocity Sales, Sales Engagement accelerates development cycles and scales outreach efforts effortlessly. By prioritizing critical tasks and automating others, your team can focus on building meaningful relationships and securing commitments faster. Engagement Cadences: Your Fundraising Playbook in Action Cadences serve as step-by-step roadmaps, guiding teams on how and when to engage with donors, members, or program participants. Whether you’re running a donor drive, promoting event registrations, or managing renewals, cadences ensure consistency and efficiency. Two Types of Cadences: 1️⃣ Standard Cadences – A structured sequence of touchpoints (emails, calls, LinkedIn messages) over time, such as a 30-day donor onboarding journey.2️⃣ Quick Cadences – A single, repeatable action, like automatically sending a thank-you email after a donation. With Cadence Builder, customizing workflows for different donor segments is fast and easy. Actions dynamically adjust based on engagement—so if a donor opens an email, they might receive a follow-up call; if they don’t, a reminder email is sent instead. Best of all, your team doesn’t have to track or remember each step—Sales Engagement assigns tasks automatically to individual work queues, ensuring nothing gets missed. Data-Driven Decision-Making with Built-In Analytics To improve outreach, you need to measure it. Sales Engagement provides powerful dashboards and reports to evaluate performance and optimize your approach. ✅ Track email open rates, call response rates, and donor engagement trends.✅ Identify successful messaging and refine underperforming campaigns.✅ Tie engagement metrics to fundraising goals to measure real impact. Unlike basic email tracking, Sales Engagement helps nonprofits connect data-driven insights with mission outcomes—empowering smarter decision-making without complex process changes. Already Using Salesforce Flows for Outreach? If your nonprofit relies on Salesforce Flow for outreach, you may wonder if Sales Engagement is necessary. The answer? Yes—if you want to do more with less effort. While flows are great for automation, Sales Engagement goes further with built-in call scripts, AI-powered task prioritization, and adaptable cadences. It offers a more intuitive, flexible approach to donor engagement, reducing manual work and boosting efficiency. Ready to Transform Your Fundraising Strategy? Salesforce Sales Engagement isn’t just for corporations—it’s a game-changer for nonprofits, helping teams increase donations, memberships, and event participation with less effort and greater impact. Are you ready to work smarter, engage better, and raise more? Let’s get started. Contact Tectonic today. 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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March 17, 2025in Data, Salesforce, Salesforce Flow0 Comments
Salesforce Energy and Utilities Cloud Explained
17Mar

Salesforce Energy and Utilities Cloud Explained

Salesforce Energy and Utilities Cloud is a specialized industry solution built on the Salesforce platform, designed to meet the unique needs of energy and utility companies. It helps these organizations manage customer relationships, streamline operations, and drive digital transformation in an increasingly complex and regulated industry. The cloud solution provides tools for customer engagement, field service management, and regulatory compliance, among other functionalities. Key Features of Salesforce Energy and Utilities Cloud: Benefits of Salesforce Energy and Utilities Cloud: Use Cases: Implementation Considerations: In summary, Salesforce Energy and Utilities Cloud is a comprehensive solution designed to help energy and utility companies enhance customer engagement, streamline operations, and achieve regulatory compliance. By leveraging advanced technologies and industry-specific functionalities, utilities can drive digital transformation and improve overall performance. 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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March 17, 2025in Data, Salesforce, Salesforce Einstein0 Comments
AI-Driven Salesforce Explained
14Mar

AI-Driven Salesforce Explained

AI-driven Salesforce refers to the integration of Artificial Intelligence (AI) into Salesforce’s Customer Relationship Management (CRM) platform to enhance its capabilities, automate processes, and deliver smarter, data-driven insights. Salesforce has embedded AI into its ecosystem through Salesforce Einstein, its proprietary AI technology. Here’s a breakdown of how AI drives Salesforce: 1. What is AI-Driven Salesforce? AI-driven Salesforce leverages machine learning, natural language processing (NLP), predictive analytics, and automation to help businesses make smarter decisions, improve customer experiences, and streamline operations. It transforms raw data into actionable insights and automates repetitive tasks, enabling teams to focus on strategic activities. 2. Key Features of AI-Driven Salesforce a) Salesforce Einstein Einstein is the AI layer built into Salesforce that powers intelligent features across the platform. Key capabilities include: b) AI-Powered Insights c) Personalization d) Automation e) Predictive Intelligence 3. Benefits of AI-Driven Salesforce a) Enhanced Customer Experience b) Increased Efficiency c) Data-Driven Decision Making d) Improved Sales Performance e) Scalability 4. Use Cases of AI-Driven Salesforce a) Sales b) Marketing c) Customer Service d) Commerce 5. The Future of AI in Salesforce In summary, AI-driven Salesforce empowers businesses to work smarter, not harder, by leveraging data and automation to deliver better customer experiences and drive growth. It’s a game-changer for sales, marketing, service, and beyond! 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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March 14, 2025in Artificial Intelligence, Data, Salesforce, Salesforce Einstein, Technology0 Comments
Prioritize Data Quality
11Mar

Prioritize Data Quality

Prioritize Data Quality: Strengthening Governance for AI and Business Success 86% of analytics and IT leaders agree: AI’s effectiveness depends on the quality of its data inputs. High data quality brings organizations closer to data maturity and AI success—and it all starts with strong data governance. 🔹 92% of analytics and IT leaders say there’s never been a greater need for trustworthy data.📊 The State of Data and Analytics Report, 2023 Building a Strong Data Governance Strategy Data governance is more than compliance—it’s a structured approach to managing data quality, security, and usability. With the right governance in place, teams gain confidence in their data, leading to smarter decision-making and a culture of trust. Follow these six steps to lay the foundation for a successful governance strategy: 1. Align Governance Policies with Business Needs Meet with stakeholders to understand how data is used across teams. Ensure governance policies cover every critical workflow and use case, helping teams get the data they need—accurately and securely. 2. Define What ‘Data Quality’ Means for Your Organization Create a clear framework using these key data quality dimensions: ✅ Completeness: Are all necessary data fields populated?✅ Timeliness: Is data up to date and aligned with business goals?✅ Validity: Does data comply with governance rules and constraints?✅ Usage: How frequently is the data used for reporting and decision-making?✅ Accuracy: Does the data reflect reality, and is it sourced from trusted origins?✅ Consistency: Are data formatting and structure standardized across sources?✅ Reliability: Has data maintained quality and consistency over time? 3. Implement a Robust Quality Control Process Standardized processes—data entry validation, deduplication, cleansing, and archiving—are essential for governance. Leverage AI-powered tools like Tableau CRM Analytics to automate these tasks with built-in data profiling and enrichment features. 4. Schedule Regular Governance Reviews Your business evolves—your governance strategy should too. Establish a review cadence to assess policies, update processes, and address new data challenges. 5. Train Teams on Data Security and Compliance Education is key. Assign role-based security permissions, ensure regulatory compliance, and provide a clear process for reporting data issues (e.g., a dedicated Slack channel or help desk). 6. Define Success with Data Governance KPIs Tracking governance effectiveness is essential. Use these key metrics to measure impact: Metric Example of Smart KPI How to Track Data Quality Improve overall data quality by 4% per quarter. Assign values to frequency, error rates, and data usage. Data Usage Increase customer data-driven decision-making by 30% in 12 months. Measure employee logins, reports accessed, and data utilization. Time-to-Insight Reduce time from customer action → dashboard update to 10 minutes by next quarter. Track time-to-insight vs. benchmarks. Moving Up the Data Maturity Curve A well-governed data strategy leads to: 📈 Higher efficiency in decision-making🚀 More successful AI and analytics initiatives🏆 Competitive advantage through trustworthy data 🔍 “Ascending the data maturity curve unlocks new efficiencies and a competitive edge.”— Funke Bishi, Associate Director, Data and Business Analysis, RBC Capital Markets Take Action: Strengthen Your Data Governance ✅ Define what ‘quality data’ means for your business.✅ Align governance policies with team needs.✅ Use AI-powered tools like Tableau Data Prep for automated cleansing.✅ Train leaders on data best practices and compliance. 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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March 11, 2025in Data, Salesforce0 Comments
Predictive Analytics for Business Potential
10Mar

Predictive Analytics for Business Potential

Maximizing Business Potential with Predictive Analytics Every business generates vast amounts of data daily, yet not all leverage it effectively. Predictive analytics transforms raw data into actionable insights, enabling companies to forecast demand, reduce operational costs, and enhance customer engagement. Whether through AI-powered models, machine learning algorithms, or cloud-based analytics, predictive analytics is reshaping business strategies. Organizations that integrate predictive analytics into decision-making can anticipate challenges, seize new opportunities, and outperform competitors. This insight explores the significance of predictive analytics and how businesses can harness its power to gain a competitive edge. The Expanding Influence of Predictive Analytics Predictive analytics is revolutionizing industries, driving innovation, and transforming data into strategic advantages. Transforming Industries with Predictive Analytics Predictive analytics is now a cornerstone of modern industries, facilitating smarter decision-making through data-driven insights. By analyzing historical data, businesses can forecast trends, anticipate customer behaviors, and optimize operations. Sectors such as healthcare, retail, and finance are leveraging predictive tools to maintain competitiveness. For example: As industries adopt these solutions, predictive analytics continues to redefine efficiency and innovation. Key Trends in Predictive Analytics Adoption The widespread adoption of predictive analytics is fueled by advancements in AI, big data, and machine learning. Businesses are capitalizing on these trends to sharpen their competitive edge. Notable developments include: As predictive analytics tools become more sophisticated, they are becoming integral to business strategies, helping companies unlock untapped potential. Overcoming Implementation Challenges Despite its benefits, implementing predictive analytics poses challenges, such as data silos, integration complexities, and skill gaps. To address these issues, organizations should: By overcoming these barriers, businesses can fully harness predictive analytics to drive efficiency, innovation, and growth. Predictive Data Modeling for Smarter Decision-Making Predictive data modeling transforms raw data into strategic insights, improving forecasting and operational decision-making. Understanding Predictive Data Modeling Predictive data modeling employs statistical techniques and machine learning algorithms to analyze historical data and predict future trends. Its core components include: By applying these models, businesses can refine their strategies with data-backed insights, improving efficiency and competitiveness. The Role of Data Quality in Predictive Accuracy The effectiveness of predictive models depends on data quality. Inconsistent or outdated data can lead to unreliable predictions, affecting decision-making. Key steps to ensure high data quality include: High-quality data enhances predictive models, enabling businesses to make informed, confident decisions. Enhancing Forecasting with Predictive Data Modeling Predictive data modeling improves forecasting accuracy by analyzing historical trends and projecting future outcomes. Benefits include: Retailers optimize inventory, while manufacturers align production with demand fluctuations, demonstrating the strategic value of predictive modeling. Driving Business Growth with Predictive Analytics Why Businesses Should Adopt Predictive Analytics Now In today’s competitive landscape, predictive analytics is essential for staying ahead. By leveraging data, algorithms, and machine learning, businesses can anticipate risks and opportunities, optimizing strategies while reducing uncertainty. Retailers, for instance, use predictive insights to forecast seasonal demand spikes, ensuring optimal stock levels. As AI advances, predictive analytics is more accessible than ever, making now the ideal time for adoption. Enhancing Decision-Making and Efficiency Predictive analytics eliminates guesswork, empowering leaders with data-backed decisions. Benefits include: These advantages drive sustainable growth and competitive advantage across industries. Seamlessly Integrating Predictive Analytics into Business Workflows To maximize impact, predictive analytics must integrate into existing workflows. Steps for successful adoption include: By embedding predictive analytics into workflows, businesses enhance agility and decision-making capabilities. AI-Powered Predictive Analytics for Competitive Advantage Why AI Predictive Analytics is Transformative AI-powered predictive analytics delivers insights beyond traditional methods, processing vast datasets rapidly to identify complex patterns and trends. Applications include: With AI continuously learning and refining predictions, businesses gain a dynamic advantage. Enhancing Accuracy with AI AI refines predictions by analyzing diverse data sources, including text, images, and videos. Examples include: Advanced AI techniques, such as natural language processing and neural networks, ensure businesses derive actionable insights, driving smarter strategies and better results. Machine Learning’s Role in Predictive Analytics Machine learning (ML) is foundational to predictive analytics, continuously improving model accuracy. Examples include: By leveraging ML, businesses enhance their predictive capabilities, ensuring long-term competitive success. Enhancing Enterprise Solutions with Predictive Analytics Transforming SAP Systems with Predictive Analytics SAP systems integrated with predictive analytics unlock actionable insights from vast datasets. Benefits include: By embedding predictive capabilities, SAP users can optimize operations and drive proactive decision-making. Empowering Salesforce with Predictive Insights Salesforce predictive analytics enhances decision-making across marketing, sales, and customer service. Key capabilities include: With Salesforce Einstein, businesses can streamline operations, boost performance, and foster deeper customer engagement. Predictive analytics is a game-changer, reshaping industries, optimizing operations, and unlocking new growth opportunities. Businesses that embrace predictive analytics today will be well-positioned to navigate future challenges and lead in the data-driven economy. 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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March 10, 2025in Data, Enterprise, Salesforce, Salesforce Einstein0 Comments
08Mar

Salesforce for Tailored Travel

New data from a YouGov survey, commissioned by Salesforce, reveals that Australian travellers are increasingly seeking customised travel experiences, with 59% expressing a desire for travel recommendations tailored to their individual profiles and preferences. The national survey, which included over 1,000 respondents, highlights a strong appetite for travel, with 66% of Australians planning to book travel online within the next six months. This includes 51% looking to book accommodation, 47% flights and transport, and 27% planning to secure tours or holiday packages. To demonstrate how AI can enhance travel experiences through human and autonomous collaboration, Salesforce partnered with TripADeal, an Australian online travel agency, to create a world-first AI immersive experience. Titled “What AI Was Meant to Be,” the showcase was held at Martin Place in Sydney’s CBD, offering a glimpse into the future of personalised travel. The survey findings indicate that younger generations are particularly drawn to personalised travel recommendations. Gen Z and Millennials show the highest interest, with 72% and 69% respectively expressing a preference for tailored travel options, compared to 54% of Gen X and 46% of Baby Boomers. Additionally, 27% of Gen Z and 31% of Millennials are “very interested” in such customised offerings. Geographically, residents of Australia’s five main capital cities are more likely to book travel online, with 85% indicating they would do so, compared to 75% of those living outside these regions. Similarly, 62% of city dwellers are interested in personalised trips, versus 54% of those in regional areas. To meet this growing demand for tailored travel experiences, TripADeal is leveraging Salesforce’s Agentforce platform. Leandro Perez, Salesforce’s SVP & CMO of Australia and New Zealand, commented on the partnership, stating, “The YouGov research shows us that there is a growing demand from Aussie travellers for personalised, curated travel recommendations, and that more Aussies than ever are booking travel online. For TripADeal, agentic AI is playing an important role in helping to meet this demand and redefining the overall customer experience the company provides.” Perez further explained how the collaboration between humans and AI agents is enhancing service efficiency: “Humans and autonomous AI agents are working together to deliver the very best outcome for TripADeal’s customers, allowing the company to scale customer experience and better support their travel consultants.” He also highlighted the broader implications of this technology, noting, “It’s a key component of our ongoing commitment to help marketers and customer experience leaders realise the possibilities and transformative outcomes they can achieve by harnessing the power of Agentforce. This level of personalisation and service will not just redefine the travel industry but all industries.” Agentforce enables TripADeal’s AI agents to act as virtual travel consultants, engaging with customers in natural language to understand their preferences and recommend suitable deals. For more complex queries, these AI agents seamlessly hand over to human consultants, ensuring a high standard of service quality. The AI-powered initiative was prominently featured at an interactive digital love lock wall in Martin Place. Visitors could interact with the AI agent to create a personalised digital love lock and design their dream holiday, with the chance to win a AUD $10,000 TripADeal voucher. Perez emphasised the significance of the activation, saying, “Through this activation, we wanted to showcase AI as it’s meant to be for every Australian business, especially those who are focused on supercharging their customer experience. It’s been amazing to see the interest the activation has generated across the board. From business owners to members of the general public, people are walking past and popping in to see what it’s all about, and they’re experiencing for themselves how easy it is to interact with the AI agent and build a dream holiday that is truly unique to them, which is core to TripADeal’s offering.” This collaboration between Salesforce and TripADeal underscores the transformative potential of AI in the travel industry, offering a glimpse into how technology can meet the growing demand for personalised travel solutions. By combining the strengths of human expertise and AI capabilities, the partnership is paving the way for a new era of customer experience in travel and beyond. 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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March 8, 2025in Agentforce Platform, Agentic AI, Data, Salesforce, Salesforce Hospitality Travel and Transportation, Technology0 Comments
Agentforce to the Team
06Mar

Salesforce Unveils AI-Powered Agentforce for Health

Salesforce Unveils AI-Powered Agentforce for Health to Streamline Healthcare Operations Salesforce is expanding its AI capabilities in healthcare with the launch of Agentforce for Health, a library of ready-made, autonomous AI tools designed to tackle time-consuming administrative tasks for providers, payers, and public health organizations. Unlike traditional AI assistants that require constant human input, Agentforce for Health leverages agentic AI, which can make independent decisions and operate with minimal intervention. This shift could be a game-changer for an industry grappling with labor shortages, burnout, and rising administrative costs—which McKinsey estimates at $1 trillion annually in the U.S. alone. How Agentforce for Health Works The new solution offers a range of AI-powered capabilities, including: By automating these processes, healthcare teams estimate they could save up to 10 hours per week, according to a Salesforce survey released alongside the product announcement. Salesforce’s AI Edge in Healthcare While tech giants like Google (Agentspace) and Microsoft are also investing in AI-driven healthcare solutions, Salesforce differentiates itself through its deep integration with its CRM platform. This allows Agentforce for Health to not only automate tasks but also seamlessly enhance patient engagement and care coordination. Additionally, Salesforce’s Einstein Copilot Health Actions, a conversational AI assistant launched in April, complements Agentforce by enabling interactive AI-driven decision-making for healthcare teams. Availability & Future Rollout Salesforce is rolling out Agentforce for Health’s AI skills through September for clients using its cloud platform. As AI adoption accelerates in healthcare, Salesforce is positioning itself as a key player in helping the industry reduce administrative burdens, improve efficiency, and enhance patient outcomes. 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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March 6, 2025in Agentforce Platform, Agentic AI, AI Tools, Data, Google, Salesforce0 Comments
AI Data Cloud and Integration
03Mar

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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March 3, 2025in Data, Einstein 1 Platform, Einstein Insights, Google, Salesforce, Salesforce Data Cloud, Salesforce Implementation Services, Snowflake, Technology0 Comments
Agentforce Redefines Generative AI
27Feb

Agentforce and Commerce Cloud

SharkNinja, a global product design and technology company, is implementing Salesforce’s Agentforce and Commerce Cloud to enhance its global customer service operations. The company, known for its Shark and Ninja brands of household products, aims to scale support across more than 30 markets using autonomous agents. Agentforce will create an AI-powered digital workforce available 24/7 to assist customers with buying processes, product inquiries, troubleshooting, and returns management. This implementation will allow human agents to focus on high-impact interactions while providing tailored support based on customer data and purchase history. The integration of Commerce Cloud will enable SharkNinja to consolidate customer data from multiple sources into a unified view, facilitating more personalized shopping experiences and better tracking of customer engagement across their global customer base. Salesforce (NYSE: CRM), the world’s #1 AI CRM, today announced that SharkNinja, a global product design and technology company, is implementing Agentforce and other Salesforce products, including Commerce Cloud, to drive global growth by scaling its personalized customer service approach with autonomous agents. SharkNinja is a global leader in indoor and outdoor household products, transforming how people cook, clean, and live in homes around the world. As the innovation powerhouse behind two multi-billion-dollar brands — Shark and Ninja — SharkNinja is renowned for its diversified portfolio of cutting-edge products, including Shark vacuum cleaners and beauty tools, as well as Ninja kitchen appliances, such as blenders, air fryers, and ice cream makers. To support its rapid, global growth, SharkNinja is embracing solutions that will scale support and service more efficiently across more than 30 markets while delivering a seamless consumer shopping experience. Agentforce, a new layer on the Salesforce Platform, will enable SharkNinja to easily build and deploy AI agents that can autonomously take action across any business function. With Agentforce, SharkNinja will have an always-on, digital workforce available 24/7 to guide customers through the buying process, answer product questions, troubleshoot issues, and manage returns — streamlining human agent workloads so they can focus on meaningful, high-impact interactions. “Innovation is the driver behind every product SharkNinja creates across our vast portfolio, so it was really important to find a tool that could give us the capabilities needed to be just as innovative across every consumer interaction,” said Velia Carboni, CIO, SharkNinja. “We believe Agentforce is this key to helping us build a community that keeps consumers coming back as we continue to grow and develop new problem-solving innovations that positively impact people’s lives in homes around the world.” “SharkNinja prioritizes quality, innovation, and an exceptional customer experience,” said Adam Evans, EVP & GM of Salesforce AI Platform. “By integrating customer data with service and support functions, Agentforce enables SharkNinja to deliver an exceptional experience at every touchpoint — building customer loyalty and keeping them coming back time and time again.” Agentforce will also help SharkNinja enhance brand loyalty through tailored support interactions that deliver targeted solutions and recommendations based on insights from customer data from previous purchases and service history. SharkNinja will also leverage Commerce Cloud, enabling the company to consolidate customer data from multiple sources into a single, unified view. This integration will enable the delivery of more personalized shopping experiences for each customer. At the same time, having unified touchpoints will allow SharkNinja to more effectively track engagement across its global customer base. 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 27, 2025in Agentforce Platform, Data, Salesforce, Salesforce Commerce Cloud, Technology0 Comments
The Future of AI in Salesforce
27Feb

The Future of AI in Salesforce

The Future of AI in Salesforce: Smarter, Predictive, and Deeply Integrated Artificial Intelligence (AI) is revolutionizing the Salesforce ecosystem, reshaping customer interactions, automating workflows, and driving revenue growth. As we move into 2025 and beyond, AI within Salesforce will become even more intelligent, predictive, and seamlessly embedded across the platform. Let’s explore the key advancements defining the next era of AI in Salesforce. 1. Next-Gen Einstein AI: A Smarter CRM Assistant Salesforce Einstein continues to evolve, equipping businesses with powerful AI-driven capabilities: 2. AI-Powered Revenue Intelligence & Forecasting AI is transforming revenue intelligence, helping sales teams make data-driven decisions: 3. AI-Driven Sales & Service Automation AI-powered automation will streamline workflows and improve efficiency: 4. Hyper-Personalization with AI & Data Cloud Salesforce Data Cloud and AI will power personalized customer experiences at scale: 5. AI-Optimized Lead Generation & Marketing Automation AI will continue to enhance lead generation and marketing strategies: 6. AI & Low-Code/No-Code Innovation Salesforce is democratizing AI with accessible low-code and no-code tools: 7. Ethical AI & Governance: Building Trust in AI Salesforce remains committed to ethical, transparent, and bias-free AI: Conclusion As AI becomes deeply embedded in every Salesforce cloud, businesses will experience faster automation, smarter decision-making, and hyper-personalized customer engagement. From AI-powered sales forecasting to generative AI-driven content, the future of Salesforce AI is set to redefine CRM strategies in 2025 and beyond. 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 27, 2025in AI Tools, Artificial Intelligence, Data, Generative AI, Marketing Automation, Salesforce, Salesforce Data Cloud, Salesforce Einstein0 Comments
Salesforce Unified Knowledge
26Feb

AI Through a Unified Platform

Maximizing AI Potential Through a Unified Platform In today’s interconnected business landscape, siloed teams are a thing of the past—especially for organizations aiming to harness the full power of AI. With businesses leveraging an average of 991 applications across various platforms, disconnected systems are all too common, resulting in suboptimal experiences for both employees and customers. A unified platform eliminates these barriers, enabling teams to collaborate effortlessly across departments. By centralizing data on one platform, organizations unlock AI’s true potential, delivering more meaningful and actionable results. But what does a unified platform approach look like? And how does it enable AI agents to transform business processes? Let’s dive in. How AI Agents Perform Better on Unified Platforms Traditional rule-based systems often bombard teams with irrelevant updates triggered by static field values, causing critical information to be overlooked. By contrast, AI agents, guided by human-defined frameworks, operate based on context rather than rigid rules, making them more effective at managing complex workflows. However, for AI agents to succeed, they require seamless access to data and systems. Without a unified platform, they can’t function cohesively across departments. This is where Salesforce’s platform approach stands out—it allows businesses to create both custom and out-of-the-box AI solutions that integrate effortlessly, thanks to a shared metadata foundation. Real-World AI Applications: Smarter Hiring with AI Agents Let’s consider a scenario where a company builds a custom AI agent for its recruiting app to streamline hiring: This approach highlights the value of connecting systems. By enabling seamless data sharing across HR, Legal, and Finance, the AI agent ensures an efficient, collaborative hiring process. Unlike rule-based automation, which follows rigid “if-then” logic, AI agents incorporate context and intelligence into workflows. This makes them more adaptive and impactful, driving real results for businesses. Extending AI’s Reach with Platform Login Licenses While AI agents can transform workflows, not every team member needs full-time access to them. Some employees use these tools daily, while others engage with them occasionally. Platform Login Licenses offer a cost-effective solution by granting temporary, on-demand access. For instance, an employee eligible for a referral bonus might only need to check the HR platform occasionally to track their status. A Platform Login License lets them interact with the AI agent when necessary, without requiring a full-time account. This flexibility ensures companies can extend AI-driven productivity to more users without overspending on unused licenses. Why a Unified Platform Is Essential Salesforce’s unified platform provides the consistency and scalability organizations need, whether using custom-built AI agents or ready-made solutions. By sharing a common metadata foundation, these tools access richer data, leading to smarter decision-making and improved workflows. Seamless data flow between agents and apps enhances collaboration and unlocks the full potential of AI. Teams can work smarter, not harder, with tools tailored to their specific needs, whether they use them daily or occasionally. Start Building Your AI-Driven Future Today AI’s transformative potential lies not just in the technology but in the foundation it’s built upon. A unified platform equips businesses to create powerful, interconnected AI solutions that streamline processes and foster collaboration. With Salesforce’s Platform Login Licenses, you can extend the benefits of AI agents to the right people at the right time—without unnecessary costs. Discover AgentforceLearn how Agentforce AI agents provide continuous support to employees and customers, helping your organization succeed. Explore the Benefits 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 26, 2025in Data, Salesforce, Technology0 Comments
salesforce service assistant
26Feb

Salesforce Service Assistant

Salesforce Service Assistant is an AI-powered tool that helps service representatives resolve cases faster. It’s available on Service Cloud and is designed to save time for agents. How it works Benefits Helps agents resolve cases faster, Saves time for service representatives, Grounded in the organization’s knowledge base and data, and Adheres to company policies. Additional information Alongside agent guidance, the Service Assistant provides two other notable features. The first enables agents to create conversation summaries with “just a click” after using the solution to complete a case. The second allows agents to request that the assistant auto-crafts a new knowledge article when its guidance proved insufficient, based on how they resolved the query. Thanks to this second feature, the Service Assistant may get better with time, aiding agent proficiency, customer satisfaction, and – ultimately – average handling time (AHT). However, despite this capability, Salesforce has pledged to advance the solution further. Indeed, during a recent webinar, Kevin Qi, Associate Product Manager at Salesforce, teased what will come in June. Pointing to Service Cloud’s Summer ‘25 release wave, Qi said: The next phase of Service Assistant involves actionable plans. So, not only will it help guide the service rep, but it’ll also take actions to automate various steps, so it can look up orders, check eligibilities, and more to help speed up the efficiency of tackling that case. Beyond the summer, Salesforce plans to have the Assistant blend modalities, guiding customer conversations across channels to further streamline the interaction. “The Service Assistant will become even more adaptive, support more channels, including messaging and voice, being able to adapt to changes in case context,” concluded Qi. The Latest AI Solutions on Service Cloud Alongside the Service Assistant, Salesforce has released several other AI and Agentforce capabilities, embedded across Service Cloud. Qi picked out the “Freeform Instructions in Service Email Assistant” feature for special reference. “If the agent doesn’t have a template already made for a particular instance, they can type – in natural language – the sort of email they’d want to generate and have Agentforce create that email in the flow of work,” he said. That capability may prove highly beneficial in helping agents piece their thoughts together when resolving a tricky case. After all, they can note some key points – in natural language – and the feature will create a coherent customer response. Alongside this comes a solution to quickly summarize case activity for wrap-up in beta. Yet, most new features focus on improving the knowledge that feeds into AI solutions, like the Service Assistant. For starters, there’s a flow orchestrator in beta that helps contact center leaders build a process for approving new knowledge articles and updates. Additionally, there’s an “Update Knowledge Content with AI” feature. This ingests prompts and – as it says on the tin – updates the tone, style, and length of particular knowledge articles. Last comes the “Knowledge Sync to Data Cloud” tool that pulls contact center knowledge into the Salesforce customer data platform (CDP). Not only does this democratize service insights, but it also supports contact centers in grounding the Service Assistant and other AI agents. Both of these final knowledge capabilities are now generally available. 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 26, 2025in Data, Salesforce0 Comments
salesforce agentforce ai powered agentic agents
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

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