Marketing Archives - gettectonic.com - Page 19
Education Cloud Academic Operations Explained
21May

Education Cloud Academic Operations Explained

Education Cloud Academic Operations Academic Operations serves as the central hub for creating and managing your institution’s learning-related objects and the relationships between them. With this powerful tool, staff can: The entities you set up in Academic Operations—such as learning courses, programs, and schedules—lay the groundwork for the Recruitment & Admissions and Student Success apps. For instance, curricula and program data form the basis of your course catalog, while plans created in Program Plan Builder flow into Intelligent Degree Planning, guiding the Learner Progress View. Configuring Academic Operations To configure Academic Operations for your institution: Integration Capabilities Salesforce’s education data model seamlessly integrates with various Salesforce tools, including Data Cloud, Marketing Cloud, Salesforce Scheduler, and Einstein AI, as well as custom components like a comments feature and outcome management tools. This integration ensures a comprehensive solution for managing and enhancing the entire learning experience. 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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May 21, 2024in Salesforce Education Cloud, Salesforce Education Solutions
Connections and State of AI
21May

Connections and State of AI

Salesforce Unveils Latest State of Marketing Study Ahead of Annual Connections Conference CHICAGO, May 21, 2024 – As Salesforce gears up for its annual Connections marketing and commerce conference, the company has released the ninth edition of its State of Marketing study. This year’s conference, themed around AI, marketing, and commerce, sets the stage for a deep dive into the future of these interconnected fields. AI Takes Center Stage: The study, drawing insights from over 4,800 marketers across 29 countries, reveals that AI is both the top implementation priority and the biggest challenge for marketers in the coming year. An impressive 63% of marketers currently use generative AI, with an additional 35% planning to adopt the technology within the next 18 months. Key AI applications identified include automating customer interactions, generating content, analyzing performance, automating data integration, and driving real-time best offers. Regional Variations: While AI is a global priority, regional differences are notable. In the US, AI implementation ranks second to improving ROI/attribution, whereas in the UK, it doesn’t even make the top five priorities. Despite these differences, both US and UK marketers cite AI implementation as their third greatest challenge. Countries prioritizing AI include South Korea, UAE, Argentina, Germany, Italy, Japan, Poland, Portugal, and Spain. Interestingly, AI does not feature in the top five priorities for India and Singapore. Challenges in AI Implementation: Across the board, data exposure and leakage are the top concerns related to generative AI, followed by a lack of necessary data, unclear strategy or use cases, fear of inaccurate outputs, and concerns about copyright/IP issues. These challenges vary by industry. For instance, government and media/entertainment sectors worry about AI job displacement, while other sectors focus on biases, brand adherence, and general distrust of AI. Data Integration Struggles: Marketers use an average of nine different tactics to capture customer data, including customer service interactions (88%), transaction data (82%), mobile apps (82%), web registrations (82%), and loyalty programs (80%). However, integrating this data into a unified system remains a significant challenge. Only 31% of marketers are fully satisfied with their ability to unify customer data, and many still rely on IT support for basic marketing tasks. The Personalization Paradox: Despite technological advances, fewer than six in 10 marketers can fully personalize familiar channels like email and mobile messaging. This gap highlights the ongoing struggle to meet rising customer expectations for personalized experiences. Steve Hammond, EVP and GM of Marketing Cloud at Salesforce, emphasizes the importance of personalization at scale: “Customers want to feel like they’re more than just a number. They want relevant experiences that create relationships. But personalization is still a challenge, especially at massive scale.” Looking Ahead: The findings from the State of Marketing study will undoubtedly fuel discussions at Connections. While the potential of AI is exciting, the need for a solid data foundation is critical for realizing its benefits. As the conference unfolds, diginomica’s Jon Reed will be on the ground in Chicago, providing updates on key insights and discussions. About Salesforce: Salesforce is the leading AI CRM, empowering companies to connect with their customers through a unified platform that combines CRM, AI, data, and trust. For more information, visit www.salesforce.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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May 21, 2024in Salesforce, Salesforce Einstein
Cost of Free Analytics
20May

Cost of Free Analytics

Is It Time to Upgrade Your Web Analytics? For years, you might have relied on free web analytics tools, thinking they do the job or resigning yourself to an “it is what it is” mindset. But what if there’s a better way to truly understand your customers and supercharge your marketing efforts? Upgrading to a premium analytics solution could be a game changer for your brand and your peace of mind. What is the Cost of Free Analytics? It’s time to move beyond those so-called free tools (which aren’t really free when you factor in hidden costs) and invest in a robust analytics solution. The right tool can transform your approach—imagine saying goodbye to the hassle of patching together data or juggling disparate reports. With clear, comprehensive insights into customer interactions, you’ll make smarter, data-driven decisions across your business. The Pitfalls of Free Analytics Tools While free analytics tools might seem like a cost-effective choice, they come with significant drawbacks. They often offer limited functionality, delayed or incomplete data, siloed reporting, and compliance risks. Relying on these tools can lead to guesswork and errors, resulting in costly mistakes. Limited Functionality Free analytics tools barely skim the surface of what’s possible with data collection and reporting. They depend on third-party cookies and route your data through their servers, providing you with only partial insights. Essential features like persistent digital identity tracking, profile building, journey mapping, predictive analytics, and machine learning capabilities are typically missing. In contrast, premium tools leverage advanced algorithms and machine learning to unearth valuable data patterns and insights. For instance, a premium tool might reveal that users who view a product page after watching a related video are significantly more likely to make a purchase—information that could greatly influence your marketing strategy. Subpar Data Quality Free tools often lag in delivering real-time data, giving you an outdated snapshot of customer interactions. Timely data is crucial for agile marketing—without it, you risk missing out on opportunities and wasting ad spend. Stale data leads to missed chances and inefficiencies. Reporting Silos and Inaccuracies Free analytics solutions typically don’t integrate data across your organization, resulting in fragmented and siloed information. Different teams may have access to unaligned reports, often requiring multiple tools to piece together insights. This lack of a unified source of truth makes it impossible to get a comprehensive view of customer interactions across various touchpoints. Organizational Inefficiencies Managing free tools can be resource-intensive. They often require extensive tagging and manual upkeep, leading to increased costs and the risk of inaccurate data due to broken or altered tags. This inefficiency can impact long-term business decisions and strategic planning. Compliance Risks Free tools often involve sending your data to external servers, raising concerns about data loss, latency, and compliance with privacy regulations. These tools process your digital engagement and Personally Identifiable Information (PII) on their servers, complicating the task of maintaining regulatory standards and ensuring data security. The True Cost of Free Tools The reality is, “free” isn’t really free. The hidden costs and risks associated with free analytics tools can outweigh their benefits. While premium analytics solutions may seem expensive at first glance, they offer superior insights and performance improvements that provide a competitive edge. With accurate, real-time data and advanced features, investing in a premium tool is a decision that pays off. Remember, the old adage “nothing’s free” rings true—don’t jeopardize your brand’s success with subpar tools that end up costing more in the long run! 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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May 20, 2024in Salesforce
Gen AI and Test Automation
19May

Gen AI and Test Automation

Generative AI has brought transformative advancements across industries, and test automation is no exception. By generating code, test scenarios, and even entire suites, Generative AI enables Software Development Engineers in Test (SDETs) to boost efficiency, expand test coverage, and improve reliability. 1. Enhanced Test Case Generation One of the biggest hurdles in test automation is generating diverse, comprehensive test cases. Traditional methods often miss edge cases or diverse scenarios. Generative AI, however, can analyze existing data and automatically generate extensive test cases, including potential edge cases that may not be apparent to human testers. Example: An SDET can use Generative AI to create test cases for a web application by feeding it requirements and user data. This enables the AI to produce hundreds of test cases, capturing diverse user behaviors and interactions that manual testers may overlook. pythonCopy codeimport openai openai.api_key = ‘YOUR_API_KEY’ def generate_test_cases(application_description): response = openai.Completion.create( engine=”text-davinci-003″, prompt=f”Generate comprehensive test cases for the following application: {application_description}”, max_tokens=500 ) return response.choices[0].text app_description = “An e-commerce platform for browsing products, adding to cart, and checking out.” test_cases = generate_test_cases(app_description) print(test_cases) Sample Output: 2. Intelligent Test Script Creation Writing test scripts manually can be labor-intensive and error-prone. Generative AI can simplify this by generating test scripts based on an application’s flow, ensuring consistency and precision. Example: If an SDET needs to automate tests for a mobile app, they can use Generative AI to generate scripts for various scenarios, significantly reducing manual work. pythonCopy codeimport hypothetical_ai_test_tool ui_description = “”” Login Page: – Username field – Password field – Login button Home Page: – Search bar – Product listings – Add to cart buttons “”” test_scripts = hypothetical_ai_test_tool.generate_selenium_scripts(ui_description) Sample Output for test_login.py: pythonCopy codefrom selenium import webdriver from selenium.webdriver.common.keys import Keys def test_login(): driver = webdriver.Chrome() driver.get(“http://example.com/login”) username_field = driver.find_element_by_name(“username”) password_field = driver.find_element_by_name(“password”) login_button = driver.find_element_by_name(“login”) username_field.send_keys(“testuser”) password_field.send_keys(“password”) login_button.click() assert “Home” in driver.title driver.quit() 3. Automated Maintenance of Test Suites As applications evolve, maintaining test suites is critical. Generative AI can monitor app changes and update test cases automatically, keeping test suites accurate and relevant. Example: In a CI/CD pipeline, an SDET can deploy Generative AI to track code changes and update affected test scripts. This minimizes downtime and ensures tests stay aligned with application updates. pythonCopy codeimport hypothetical_ai_maintenance_tool def maintain_test_suite(): changes = hypothetical_ai_maintenance_tool.analyze_code_changes() updated_scripts = hypothetical_ai_maintenance_tool.update_test_scripts(changes) for script_name, script_content in updated_scripts.items(): with open(script_name, ‘w’) as file: file.write(script_content) maintain_test_suite() Sample Output:“Updating test_login.py with new login flow changes… Test scripts updated successfully.” 4. Natural Language Processing for Test Case Design Generative AI with NLP can interpret human language, enabling SDETs to create test cases from plain-language descriptions, enhancing collaboration across technical and non-technical teams. Example: An SDET can use an NLP-powered tool to translate a feature description from a product manager into test cases. This speeds up the process and ensures that test cases reflect intended functionality. pythonCopy codeimport openai openai.api_key = ‘YOUR_API_KEY’ def create_test_cases(description): response = openai.Completion.create( engine=”text-davinci-003″, prompt=f”Create test cases based on this feature description: {description}”, max_tokens=500 ) return response.choices[0].text feature_description = “Allow users to reset passwords via email to regain account access.” test_cases = create_test_cases(feature_description) print(test_cases) Sample Output: 5. Predictive Analytics for Test Prioritization Generative AI can analyze historical data to prioritize high-risk areas, allowing SDETs to focus testing on critical functionalities. Example: An SDET can use predictive analytics to identify areas with frequent bugs, allocating resources more effectively and ensuring robust testing of high-risk components. pythonCopy codeimport hypothetical_ai_predictive_tool def prioritize_tests(): risk_areas = hypothetical_ai_predictive_tool.predict_risk_areas() prioritized_tests = hypothetical_ai_predictive_tool.prioritize_test_cases(risk_areas) return prioritized_tests prioritized_test_cases = prioritize_tests() print(“Prioritized Test Cases:”) for test in prioritized_test_cases: print(test) Sample Output: Gen AI and Test Automation Generative AI has the potential to revolutionize test automation, offering SDETs tools to enhance efficiency, coverage, and reliability. By embracing Generative AI for tasks like test case generation, script creation, suite maintenance, NLP-based design, and predictive prioritization, SDETs can reduce manual effort and focus on strategic tasks, accelerating testing processes and ensuring robust, reliable software systems. 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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May 19, 2024in Data, Generative AI
Salesforce Success Story
19May

Case Study: Salesforce Health Services Modernization

Modernizing Public Health using Salesforce Client is the largest tribally-operated health care system in the United States, with almost 160 full-time providers and over 2,200 health services employees. Committed to improving patient access, this Tribal Nation has invested substantially in technology, building new facilities and expanding existing locations. The primary hospital and nine health centers are dedicated to providing world-class patient care. Salesforce Health Services Modernization “The Gadugi Portal and Salesforce technology is helping us get to our citizens quicker by streamlining the application process, and enabling us to have updated records that are online and easily accessible to our citizens to truly help them recover in their greatest time of need” Client Implemented – Case Study: Salesforce Health Services Modernization The Problem: The Solution: The Results: Ready to explore a Salesforce implementation with Health Cloud, MuleSoft, and Experience Cloud for your government or public sector entity? Contact Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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May 19, 2024in Mulesoft, Public Sector Solutions, Salesforce, Salesforce Experience Cloud, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Success Stories
Sales Prospecting Tools
17May

Sales Prospecting Tools

The Complete Guide to Sales Prospecting Tools Sales prospecting tools: Two men examining a touchscreen displaying dashboards and charts. With the right tools, you can spend more time building relationships that convert prospects into loyal customers. Learn how technology can help you identify and engage the right prospects more efficiently. Selling has become more challenging, with 69% of sales professionals agreeing that their jobs are harder now. That’s why sales prospecting tools are crucial—they streamline the process, making it faster and more accurate. When equipped with the right tools, you can focus more on nurturing customer relationships, turning prospects into long-term clients. In this guide, we’ll explore what sales prospecting tools are, key features to look for, and the biggest benefits they provide. What Are Sales Prospecting Tools? Sales prospecting tools are software solutions designed to help sales teams identify, engage, and convert potential customers. These tools enhance the sales prospecting process, enabling sales reps to quickly and effectively reach new buyers. They often integrate with existing platforms, such as Customer Relationship Management (CRM) software and email marketing systems, to optimize outreach and engagement. Typically, prospecting tools focus on outbound marketing, helping sales reps connect with potential customers who may not yet be familiar with the company or product. Types of Sales Prospecting Tools Selecting the right sales prospecting tool depends on your current prospecting methods and future goals. Below are the most common categories of prospecting tools: Lead Generation Tools Lead generation tools help sales teams identify prospects who are ready to purchase. These tools streamline workflows, enhance productivity, and flag potential buyers based on their online activity. For example, they might alert a rep when a prospect searches for solutions related to your product or service. Some lead generation tools also enable mass outreach, such as power dialers that allow sales reps to call multiple prospects simultaneously. Choosing the right lead generation tool depends on how your target customers prefer to engage. For instance, if you have better results from social media interactions than phone calls, a power dialer may not be the best fit. Evaluate your analytics and future goals to determine which tool will maximize your success. CRM Software CRM software manages all customer and prospect interactions across sales, service, marketing, and more. Acting as a single source of truth, CRM platforms centralize all sales activity in one location, allowing leaders to assign prospects and track progress more effectively. With AI-powered features, CRM tools can guide reps on the next best steps and personalize workflows, improving conversion rates. CRMs also provide critical insights for targeting prospects more likely to convert. Social Media Prospecting Tools Social media has become a powerful channel for sales prospecting. Specialized tools scrape social platforms for data to help sales reps identify prospects ready for outreach. For instance, they can track user activity related to the business problem your product solves and notify reps when users engage with relevant content. The integration of AI in social media prospecting tools has further boosted their effectiveness. As AI continues to evolve, expect more sophisticated features in this space. Why Are Sales Prospecting Tools Important? In today’s competitive market, your prospects are also being contacted by your competitors—most of whom are using advanced sales prospecting tools. If you’re not using similar tools, you risk falling behind. Sales prospecting tools help level the playing field by streamlining research and outreach, allowing reps to connect with the right prospects at the right time. However, these tools must be used strategically. Simply contacting more people won’t guarantee more sales. Personalization and targeting remain key. Using the insights provided by these tools, sales reps can tailor their messages and approaches, making each outreach effort more effective. Benefits of Using Sales Prospecting Tools When fully integrated into your sales processes, prospecting tools can deliver substantial benefits, including: Key Features to Look for in Sales Prospecting Tools To ensure your sales prospecting tool adds value to your business, consider the following features: Compliance Keeping up with constantly changing rules around prospecting—especially across different channels—can be daunting. A good prospecting tool automates compliance, ensuring your emails, calls, and social media outreach meet best practices and regulations. Ease of Use Your prospecting tool should simplify your workflow, not complicate it. Look for intuitive interfaces and tools that can automate repetitive tasks, such as dialing multiple numbers or sending emails in bulk. AI-Powered Analytics Tools with AI capabilities can generate valuable insights, such as identifying the best time to call a prospect or suggesting which channel is most likely to yield a response. System Integration Your prospecting tool should seamlessly integrate with existing systems, such as CRMs and marketing automation platforms, to ensure data flows smoothly and insights are actionable across your entire workflow. Customizable and Scalable Your sales process is unique to your business. Opt for customizable and scalable tools that can adapt as your needs change, ensuring you get maximum ROI from your investment. Make Prospecting Work for Your Business Without the right tools, your team is at a disadvantage compared to competitors using advanced sales prospecting technologies. Finding a tool with the right features and customizing it for your specific needs—such as pricing structures and campaign strategies—can empower your team to prospect more efficiently, yielding better results in less time. Content updated October 2024. 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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May 17, 2024in Data, Marketing Automation, Technology
AI Design Beyond the Chatbot
17May

AI Design Beyond the Chatbot

As AI continues to advance, designers, builders, and creators are confronted with profound questions about the future of applications and how users will engage with digital experiences. AI Design Beyond the Chatbot. Generative AI has opened up vast possibilities, empowering people to utilize AI for tasks such as writing articles, generating marketing materials, building teaching assistants, and summarizing data. However, alongside its benefits, there are challenges. Sometimes, generative AI produces unexpected or biased responses, a phenomenon known as hallucination. In response, approaches like retrieval augmented generation (RAG) have emerged as effective solutions. RAG leverages a vector database, like SingleStore, to retrieve relevant information and provide users with contextually accurate responses. AI Design Beyond the Chatbot Looking ahead, the evolution of AI may lead to a future where users interact with a central LLM operating system, fostering more personalized and ephemeral experiences. Concepts like Mercury OS offer glimpses into this potential future. Moreover, we anticipate the rise of multimodal experiences, including voice and gesture interfaces, making technology more ubiquitous in our lives. Imran Chaudhri’s demonstration of a screen-less future, where humans interact with computers through natural language, exemplifies this trend. However, amidst these exciting prospects, the current state of AI integration in businesses varies. While some are exploring innovative ways to leverage AI, others may simply add AI chat interfaces without considering contextual integration. To harness AI effectively, it’s crucial to identify the right use cases and prioritize user value. AI should enhance experiences by reducing task time, simplifying tasks, or personalizing experiences. Providing contextual assistance is another key aspect. AI models can offer tailored suggestions and recommendations based on user context, enriching the user experience. Notion and Coda exemplify this by seamlessly integrating AI recommendations into user workflows. Furthermore, optimizing for creativity and control ensures users feel empowered in creation experiences. Tools like Adobe Firefly strike a balance between providing creative freedom and offering control over generated content. Building good prompts is essential for obtaining quality results from AI models. Educating users on how to construct effective prompts and managing expectations regarding AI limitations are critical considerations. Ultimately, as AI becomes more integrated into daily workflows, it’s vital to ensure seamless integration into user experiences. Responsible AI design requires ongoing dialogue and exploration to navigate this rapidly evolving landscape effectively. 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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May 17, 2024in Generative AI, Salesforce Einstein
Otter AI S-Docs and Salesforce
17May

Otter AI S-Docs and Salesforce

Numerous vendors in the enterprise software market are currently emphasizing their AI capabilities, envisioning a future where AI can address a wide array of global challenges, from healthcare to climate change. While the realization of these claims remains uncertain, the practical and impactful applications of AI in everyday scenarios often go unnoticed. There exists ample opportunity for leveraging AI tools that are readily available and require minimal setup to enhance efficiency. Otter AI S-Docs and Salesforce. One such example is S-Docs, a document automation vendor integrated natively on the Salesforce platform, which is harnessing Otter.ai, an AI transcription service, to revolutionize its sales process and product development. S-Docs is seamlessly integrating Otter.ai into its digital collaboration tools, enabling automatic transcription during sales calls. This not only aids sales representatives in navigating diverse dialects but also streamlines post-call administrative tasks, prompting quicker action. Moreover, the product development team at S-Docs is leveraging Otter.ai to analyze the transcribed content from sales calls and incorporate insights into its product feedback loop. This integration was sparked by S-Docs’ CTO, Anand Narasimhan, who discovered Otter.ai through a LinkedIn connection and recognized its potential value for the business. Initially used during team calls and sprint reviews, Otter.ai’s high transcription accuracy and insightful summaries impressed Narasimhan and his colleague, Keith Bossier, VP of Sales at S-Docs. Subsequently, Otter.ai was adopted by the sales and customer success teams, offering benefits that surpassed those of their previous provider, Gong. For the sales team, Otter.ai significantly reduces the administrative burden by providing real-time transcriptions, catch-all summaries, and key takeaways from meetings. This facilitates quicker follow-ups and enhances the overall customer experience. Buoyed by the success in sales, S-Docs is exploring avenues to expand the use of Otter.ai across its business. Bossier envisions leveraging transcripts from sales calls for onboarding new representatives, while Narasimhan explores integrating the captured content into the product development cycle. Additionally, they are collaborating with Otter.ai to introduce automated action items directly into the S-Docs platform, further streamlining operations and enhancing efficiency. As S-Docs continues to innovate and optimize its processes with Otter.ai, it exemplifies the tangible benefits of leveraging AI in practical business scenarios. 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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May 17, 2024in Salesforce, Salesforce Einstein, Salesforce Optimization, Salesforce Sales Cloud
Summer 24 The AI Release
17May

Summer 24 The AI Release

Salesforce Unveils Summer 2024 Release with Generative AI at the Forefront Salesforce has announced its Summer 2024 release, featuring generative AI (GenAI) as a key highlight. Set to be generally available on June 17, 2024, this release promises enhanced productivity and access to large language models (LLMs) on an open platform. Read on to see why we call Summer 24 the AI release. Key Features of the Summer 2024 Release 1. Bring Your Own LLM Expansion 2. Slack AI 3. Zero Copy Integration with Amazon Redshift 4. Vector Database 5. Data Cloud for Commerce 6. Digital Wallet Enhanced Security with Einstein Trust Layer The Einstein Trust Layer ensures enhanced protection for customer and company data, making the new features more secure. Upcoming Pre-Summer Releases In addition to the major features coming in June, Salesforce has already introduced several innovations: Unified Knowledge Solution Salesforce and Vonage Partnership Conclusion Salesforce’s Summer 2024 release is packed with generative AI enhancements, robust integrations, and new tools aimed at boosting productivity, security, and data insights. With features gradually rolling out and pre-summer innovations already available, Salesforce continues to lead in delivering cutting-edge AI solutions to its users. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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May 17, 2024in Einstein Insights, Generative AI, Salesforce, Salesforce Einstein, Unified Knowledge
AI Agents and Open APIs
16May

AI Agents and Open APIs

How AI Agents and Open APIs Are Unlocking New Rebundling Opportunities While much of the 2023-24 excitement surrounding AI has focused on the capabilities of foundational models, the true potential of AI lies in reconfiguring value creation across vertical value chains, not just generating average marketing content. The Vertical AI Opportunity Most AI hype has centered on horizontal B2C applications, but the real transformative power of AI is in vertical B2B industries. This article delves into the opportunities within vertical AI and explores how companies can excel in this emerging space. Short-Term and Long-Term Strategies in Vertical AI In the short term, many vertical AI players focus on developing proprietary, fine-tuned models and user experiences to gain a competitive advantage. These niche models, trained on domain-specific data, often outperform larger foundational models in latency, accuracy, and cost. As models become more fine-tuned, changes in user experience (UX) must integrate these benefits into daily workflows, creating a flywheel effect. Vertical AI companies tend to operate as full-stack providers, integrating interfaces, proprietary models, and proprietary data. This level of integration enhances their defensibility because owning the user interface allows them to continually collect and refine data, improving the model. While this approach is effective in the short term, vertical AI players must consider the broader ecosystem to ensure long-term success. The Shift from Vertical to Horizontal Though vertical AI solutions may dominate in specific niches, long-term success requires moving beyond isolated verticals. Users ultimately prefer unified experiences that minimize switching between multiple platforms. To stay competitive in the long run, vertical AI players will need to evolve into horizontal solutions that integrate across broader ecosystems. Vertical Strategies and AI-Driven Rebundling Looking at the success of vertical SaaS over the last decade provides insight into the future of vertical AI. Companies like Square, Toast, and ServiceTitan have grown by first gaining adoption in a focused use case, then rapidly expanding by rebundling adjacent capabilities. This “rebundling” process—consolidating multiple unbundled capabilities into a comprehensive, customer-centric offering—helps vertical players establish themselves as the hub. The same principle applies to vertical AI, where the end game involves going vertical to later expand horizontally. AI’s Role in Rebundling The key to long-term competitive advantage in vertical AI lies not just in addressing a single pain point but in using AI agents to rebundle workflows. AI agents serve as a new hub for rebundling, enabling vertical AI players to integrate and coordinate diverse workflows across their solutions. Rebundling Workflows with AI Business workflows are often fragmented, spread across siloed software systems. Managers currently bundle these workflows together to meet business goals by coordinating across silos. But with advances in technology, B2B workflows are being transformed by increasing interoperability and the rise of AI agents. The Rebundling Power of AI Agents Unlike traditional software that automates specific tasks, AI agents focus on achieving broader goals. This enables them to take over the goal-seeking functions traditionally managed by humans, effectively unbundling goals from specific roles and establishing a new locus for rebundling. Vertical AI Players: Winners and Losers The effectiveness of vertical AI players will depend on the sophistication of their AI agents and the level of interoperability with third-party resources. Industries that offer high interoperability and sophisticated AI agents present the most significant opportunities for value creation. The End Game: From Vertical to Horizontal Ultimately, the goal for vertical AI players is to leverage their vertical advantage to develop a horizontal hub position. By using AI agents to rebundle workflows and integrate adjacent capabilities, vertical AI companies can transition from niche providers to central players in the broader ecosystem. This path—going vertical first to then expand horizontally—will define the winners in the AI-driven future of business transformation. 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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May 16, 2024in Data, Salesforce, Technology
Einstein Web Recommendations
16May

Einstein Web Recommendations

Einstein Web Recommendations leverage Einstein’s capabilities to analyze user behavior, construct preference profiles, and deliver personalized content tailored to each website visitor. Utilize application scenarios to fine-tune recommendations according to your specific business rules. Web Recommendations are provided through two methods: a JSON response or HTML/JS. While the JSON response is the recommended delivery method due to its flexibility, HTML/JS can be used if the web team is unable to work with JSON. As the JSON method allows for greater flexibility, you are responsible for parsing and styling the recommendations within your web environment. Marketing Cloud Einstein Recommendations enable the creation of product or content recommendations for display on your website. The Einstein Recommendation Engine necessitates a minimum of three active items in your product catalog. Incorporate any catalog field into the web recommendation call, emphasizing a clear understanding of the data driving recommendations during catalog setup. A unique web recommendation call is generated for each page type, with Home, Product, Category, Cart, and Conversion pages recommended as a best practice. However, there is no restriction on the number of pages that can be configured in the UI. Page templates are utilized by Einstein Recommendations, treating a Product Page as a template for building personalized recommendations specific to a product page. Different types of page templates may have distinct scenarios and contexts. For instance, recommendations on a product page may be based on the viewed product, adding context. Conversely, homepage recommendations rely on overall user affinity, lacking specific context. Integrate the Einstein Web Recommendations code into the designated page’s code, incorporating both the JavaScript for the recommendation call and the HTML recommendation zone placeholder provided. Select and configure the content to be included in your web recommendations: 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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May 16, 2024in Generative AI, Salesforce Einstein
MuleSoft B2B and B2C With AI
16May

MuleSoft B2B and B2C With AI

Salesforce yesterday announced new solutions to help streamline and accelerate end-to-end order lifecycle management: MuleSoft’s Anypoint Partner Manager with Intelligent Document Processing (IDP) and MuleSoft Accelerator for Salesforce Order Management. MuleSoft B2B and B2C With AI. Together, these business-to-business (B2B) and business-to-consumer (B2C) integration solutions make it easier to connect essential data across third-party applications, Salesforce OMS, and partner ecosystems – all within MuleSoft. Enhanced with AI, these new solutions help IT teams unify data from multiple data and system sources to achieve end-to-end order visibility, improved efficiency, and customer satisfaction. Why it matters: IT teams are inundated with requests to integrate disparate systems and adopt different technologies. And IT teams in retail, consumer goods, manufacturing, logistics, and healthcare must manage the thousands of daily transactions between suppliers and buyers across the supply chain ecosystem. To add to the complexity, 75% of B2B digital sales occur via standardized Electronic Data Interchange (EDI) and specialized solutions are needed to handle these transactions. Go deeper: Anypoint Partner Manager with IDP is a cloud-native B2B integration solution that accelerates partner onboarding and operational management of both API and EDI-based transactions through the commerce and supply chain lifecycle. It provides visibility tools to accurately monitor the health of partner transactions along with key business and operational insights like overall order frequency and volume, shipment statuses, and more. By utilizing IDP, developers can leverage AI to extract, read, and store unstructured data from documents such as invoice and purchase order PDFs, surfacing it in systems of record and order management systems like Salesforce OMS. IT and business teams can rapidly develop integrations and APIs, monitor and manage their performance, and secure them in compliance with partner requirements, all through a single pane of glass. New capabilities of MuleSoft B2B and B2C With AI include: MuleSoft Accelerator for Salesforce OMS makes it easier and faster to achieve end-to-end order visibility across channels from a centralized hub. The accelerator includes pre-built APIs, connectors, implementation templates, and other technical assets for Anypoint Platform to unify B2B orders with Salesforce OMS and connect all B2B and B2C orders to enterprise resource planning (ERP) systems. By leveraging the available out-of-the-box integration assets, customers can significantly reduce the development time required for integrating systems and accelerate time to market. MuleSoft B2B and B2C With AI. New capabilities of this offering include: Industry Use Cases: Customer perspective: “We were struggling with disjointed technology that was causing order and shipping delays while hampering our ability to innovate across our ecosystem,” said Jeff Blank, VP, Finance & Infrastructure at Jillamy. “MuleSoft’s Anypoint Partner Manager helped accelerate our partner onboarding processes with seamless B2B integration and more efficient management of our EDI transactions.” Salesforce perspective: “B2B and B2C integrations are critical to the success of supply chain management. From getting berries out of the farm or medical devices to hospitals, organizations across the globe are looking for a unified solution to manage and securely monitor their business partner transactions. With Anypoint Partner Manager and MuleSoft Accelerator for OMS, our customers can use our technology to build a composable business ecosystem that meets business partner compliance standards and drives end-to-end supply chain and commerce processes with efficiency, visibility, and speed.” – Andrew Comstock, VP, Product Management With Anypoint Partner Manager and MuleSoft Accelerator for OMS, our customers can use our technology to build a composable business ecosystem that meets business partner compliance standards and drives end-to-end supply chain and commerce processes with efficiency, visibility, and speed. Andrew Comstock, VP, Product Management 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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May 16, 2024in Mulesoft, Salesforce, Salesforce Einstein
Employ ChatGPT
15May

50 Ways to Employ ChatGPT

You’ve likely heard of ChatGPT by now—a remarkably intelligent AI capable of understanding and communicating like a human. You can Employ ChatGPT. But did you realize just how adaptable this language model is? With the appropriate prompts, ChatGPT can swiftly assist you with a myriad of tasks. To my mind, ChatGPT is fully helpful right until you employ it to write about itself and it begins to brag. The anticipation is over, and this marks the beginning of the multitasking journey with ChatGPT. This AI can effortlessly handle these tasks in mere seconds with relatively straightforward prompts. We’re talking about a wide range of activities, from writing and editing to coding and marketing. The key lies in providing ChatGPT with clear, concise instructions upfront. Generative AI prompts are the most important factor to getting good results. Once you unlock that capability, a plethora of possibilities emerges for expediting your workflow. I’ve compiled 50 examples of tasks that ChatGPT can accomplish in seconds with the right prompts. Prepare to be amazed by the efficiency of this AI assistant! So, grab a cup of coffee and settle in as we hop into how this exceptional AI simplifies complex tasks effortlessly. The future is now, and it goes by the name of ChatGPT! 50 Tasks that ChatGPT Can Complete in Seconds with Simple Prompts: While ChatGPT cannot fully replicate human intelligence, it impresses with its conversational abilities, data analysis, content generation, and predictive capabilities. Just envision the evolution of this AI prodigy as researchers continue to enhance its skills! Examples of clear ChatGPT prompts. Writing/Editing Prompts: Research/Analysis Prompts: Creative Writing Prompts: Coding Prompts: Business/Marketing: There you have it — 50 ways ChatGPT can significantly simplify your life with just a few well-crafted prompts. The potential is virtually limitless when you can effectively communicate your needs to this highly capable AI. The things you can do with generative AI are mainly limited by the data your AI tool has access to. Remember with ChatGPT when it last had update to the world wide web. It cannot help you right about today’s events, but can assist with building historical context, for example. Whether it’s creative writing endeavors, coding challenges, marketing endeavors, or research tasks, ChatGPT is there to assist you, provided you know how to prompt it effectively. The key lies in delivering clear, straightforward, and precise instructions. You can employ ChatGPT to assist with many tasks. The key word is assist. You cannot employ ChatGPT to completely do your job for you. Experiment with prompts tailored to your specific requirements. Once you discover the right approach, you’ll be amazed by ChatGPT’s ability to accomplish tasks in a matter of seconds. One thing is certain—with ChatGPT handling the heavy lifting, humans are liberated to be more creative and concentrate on meaningful work. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Alphabet Soup of Cloud Terminology As with any technology, the cloud brings its own alphabet soup of terms. This insight will hopefully help you navigate Read more

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May 15, 2024in Generative AI, Salesforce Einstein
Zero Copy from Salesforce
14May

Zero Copy from Salesforce

When was the last time you relocated? Remember the hassle of packing up all your stuff, loading it onto a truck, and unpacking everything at your new digs, hoping it all survived the journey? Now, imagine if your furniture and possessions could simply teleport to your new location in perfect condition. While this may not be possible (yet) in the physical world, the concept of zero copy integration offers a similar seamless experience for handling customer data. Zero Copy from Salesforce. Zero copy integration, also known as zero ETL (extract-transform-load), allows data to be shared among multiple data stores without the need for actual movement or duplication. This is particularly advantageous for companies utilizing cloud data warehouses like Snowflake or Google BigQuery. Some companies hesitate to adopt a customer data platform (CDP) due to concerns about duplicating data. However, with zero copy integration, users can leverage the benefits of a CDP—such as data harmonization, identity management, built-in analytics, and activation—without the drawbacks of physical data movement. Some functions related to data have advanced with astonishing speed: generation, dissemination, storage, even security (and yes, that one still has many challenges). But there are others still mired in the stone age—call it the 80s—of the digital era. For example, think copies. How many business professionals still make multiple copies of sensitive data, just as it’s been done for the last four decades? What does this endless duplication do for regulatory risk, security threats and privacy liabilities? This is a symptom of a larger problem: Far from the data-centric universe we all envisioned, we’re beholden instead to the apps used to create, store, and distribute data. There’s an app for everything, but also a database for every app, leading to dozens of data silos undergoing hundreds of integrations, increasing fragmentation, complexity, and costs. The basic idea, according to Dan DeMers, Cinchy’s CEO, is that the framework aims to remove application data silos by using access-based data collaboration versus standard API-base data integration that involves copying data and branding it with complex app-specific coding. This would be done by access controls set in the data layer. It would also involve: What is Zero Copy Integration? Zero copy integration enables access to data stored in multiple databases simultaneously without the need to move, copy, or reformat the data. This approach not only facilitates faster and easier access to data but also reduces costs and minimizes the risk of errors associated with data movement or transformation. Comparing Traditional Methods with Zero Copy Integration: Traditional Methods: Zero Copy Integration: How It Works: From CDP to Data Warehouse In this scenario, data is accessed from the CDP and shared with the data warehouse, a process known as data sharing. The steps typically involve: How It Works: From Data Warehouse to CDP Conversely, in this scenario, data is accessed from the data warehouse and integrated into the CDP, a process referred to as data federation. The steps typically involve: Real-World Application: How Buyers Edge Utilizes Zero Copy Technology Buyers Edge, a leading procurement optimization company in the food service industry, leverages zero copy technology to access purchase data stored in a data warehouse while building a unified customer profile in a CDP. This allows them to provide better customer insights to their sales and marketing teams. By eliminating the need for data movement, duplication, or reformatting, zero copy technology streamlines data access, harmonizes data for insights and analytics, and provides a real-time holistic view of customers. As data volumes continue to grow exponentially, technologies like zero copy integration will play a crucial role in simplifying data management and facilitating seamless access to valuable insights. Whether it’s optimizing business processes or enhancing customer experiences, zero copy integration empowers organizations to navigate the data landscape with agility and efficiency. Be a zero copy hero and unlock the full potential of your data management strategy. “In today’s digital landscape, companies struggle with islands of data spread across various systems. With this global ecosystem of partners, companies can access all of their data, no matter where it resides, and unlock the power of all of that data within Salesforce — creating more personalized customer interactions and establishing a foundation for trusted AI, in less time and at lower cost.” Brian Millham, President and Chief Operating Officer at Salesforce The Zero Copy Partner Network features initial partners Amazon Web Services (AWS), Databricks, Google Cloud, and Snowflake, and adds Microsoft, all committed to zero copy integrations with Salesforce that give customers a secure and cost-effective way to connect and take action on all of their data New zero copy support for data warehouses and data lakehouses built on open table formats, like Apache Iceberg, with Salesforce Data Cloud, removes the need to copy or move data, so customers can unlock their data, powering Customer 360 experiences with AI, automation, and analytics The network includes Salesforce ISV partners, building new Zero Copy Data Kits to bring valuable new datasets to Salesforce Data Cloud, and Salesforce SI partners including Accenture, Cognizant, Deloitte Digital, and PwC, helping customers with zero copy Salesforce Data Cloud implementations. 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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May 14, 2024in Salesforce, Salesforce Data Cloud, Snowflake

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