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copilots and agentic ai

Copilots and Agentic AI

Agentic AI vs. Copilots: Defining the Future of Generative AI Artificial Intelligence has rapidly evolved, progressing from simple automation to generative models, to copilots. But now, a new player—Agentic AI—has emerged, promising to redefine the AI landscape. Is Agentic AI the next logical step, or will it coexist alongside copilots, each serving distinct roles? Copilots and Agentic AI. Generative AI: Creativity with a Human Touch Since the launch of ChatGPT, generative AI has dominated tech priorities, offering businesses the ability to generate content—text, images, videos, and more—from pre-defined data. However, while revolutionary, generative AI still relies heavily on human input to guide its output, making it a powerful collaborator rather than an autonomous actor. Enter Agentic AI: Autonomy Redefined Agentic AI represents a leap forward, offering systems that possess autonomy and the ability to act independently to achieve pre-defined goals. Unlike generative AI copilots that respond to human prompts, Agentic AI makes decisions, plans actions, and learns from experience. Think of it as Siri or Alexa—enhanced with autonomy and learning capabilities. Gartner recently spotlighted Agentic AI as its top technology trend for 2025, predicting that by 2028, at least 15% of day-to-day work decisions will be made autonomously, up from virtually none today. Agentforce and the Third Wave of AI Salesforce’s “Agentforce,” unveiled at Dreamforce, is a prime example of Agentic AI’s potential. These autonomous agents are designed to augment employees by handling tasks across sales, service, marketing, and commerce. Salesforce CEO Mark Benioff described it as the “Third Wave of AI,” going beyond copilots to deliver intelligent agents deeply embedded into customer workflows. Salesforce aims to empower one billion AI agents by 2025, integrating Agentforce into every aspect of customer success. Benioff took a swipe at competitors’ bolt-on generative AI solutions, emphasizing that Agentforce is deeply embedded for maximum value. The Role of Copilots: Collaboration First While Agentic AI gains traction, copilots like Microsoft’s Copilot Studio and SAP’s Joule remain critical for businesses focused on intelligent augmentation. Copilots act as productivity boosters, working alongside humans to optimize processes, enhance creativity, and provide decision-making support. SAP’s Joule, for example, integrates seamlessly into existing systems to optimize operations while leaving strategic decision-making in human hands. This collaborative model aligns well with businesses prioritizing agility and human oversight. Agentic AI: Opportunities and Challenges Agentic AI’s autonomy offers significant potential for streamlining complex processes, reducing human intervention, and driving productivity. However, it also comes with risks. Eleanor Watson, AI ethics engineer at Singularity University, warns that Agentic AI systems require careful alignment of values and goals to avoid unintended consequences like dangerous shortcuts or boundary violations. In contrast, copilots retain human agency, making them particularly suited for creative and knowledge-based roles where human oversight remains essential. Copilots and Agentic AI The choice between Agentic AI and copilots hinges on an organization’s priorities and risk tolerance. For simpler, task-specific applications, copilots excel by providing assistance without removing human input. Agentic AI, on the other hand, shines in complex, multi-task scenarios where autonomy is key. Dom Couldwell, head of field engineering EMEA at DataStax, emphasizes the importance of understanding when to deploy each model. “Use a copilot for specific, focused tasks. Use Agentic AI for complex, goal-oriented processes involving multiple tasks. And leverage Retrieval Augmented Generation (RAG) in both to provide context to LLMs.” The Road Ahead: Coexistence or Dominance? As AI evolves, Agentic AI and copilots may coexist, serving complementary roles. Businesses seeking full automation and scalability may gravitate toward Agentic AI, while those prioritizing augmented intelligence and human collaboration will continue to rely on copilots. Ultimately, the future of AI will be defined not by one model overtaking the other, but by how well each aligns with the specific needs, goals, and challenges of the organizations adopting them. 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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salesforce einstein insights

Salesforce Einstein Conversation Insights

Unlocking Einstein Conversation Insights in Salesforce: Setup, Integration, and Customization In this insight, we’ll guide you through setting up Einstein Conversation Insights in Salesforce, integrating it with platforms like Zoom, managing permissions, and customizing the dataflow schedule for optimal performance. As a marketer from way back when, little gets me as excited about the future of technology than marketing tools that make us smarter and faster. What is Einstein Conversation Insights? Einstein Conversation Insights (ECI) empowers teams to analyze and identify patterns, phrases, and areas of focus within voice and video interactions. By tracking terms and extracting actionable insights, managers and representatives can prioritize follow-ups and improve decision-making through detailed call logs and actionable dashboards. No longer are we hampered by the limitations of written text! Step 1: Enabling Einstein Conversation Insights To begin utilizing Einstein Conversation Insights: Step 2: Assigning Permissions To grant users access to ECI: Step 3: Connecting Recording Providers Voice Recording Providers To analyze call recordings: Video Recording Providers For video analysis, integrate your conferencing platform: Setting Up Zoom Integration To integrate Salesforce with Zoom: Once complete, users will need to link their Zoom accounts individually. A message will confirm successful setup. Click Take me there to finalize the connection. Step 4: Exploring the Conversation Insights App After linking your Zoom account, visit the Conversation Insights App under the Analytics tab. This app provides a comprehensive view of call details, recordings, and actionable insights, empowering teams to focus on strategic improvements. Step 5: Customizing Dataflow Schedule By default, ECI updates its dataflow every eight hours, refreshing your dashboards with new insights. To modify this schedule: Frequently Asked Questions 1. What are the benefits of Einstein Conversation Insights?Einstein Conversation Insights automates the transcription and analysis of calls, identifies trends, and recommends next steps to accelerate sales cycles and free up sales staff to focus on opportunity closing efforts. 2. Does ECI record calls?No, ECI does not record calls. Instead, it analyzes existing recordings from connected providers to generate insights. 3. Are there any limitations?Yes, Salesforce allows up to 100 custom insights, with each insight accommodating a maximum of 25 keywords, each up to 255 characters long. Conclusion Einstein Conversation Insights is a game-changing tool that analyzes voice and video interactions to provide actionable insights, empowering teams to make data-driven decisions. By integrating with Salesforce and platforms like Zoom, you can effortlessly track call details, identify trends, and streamline workflows. Customizing your dataflow schedule ensures your dashboards always reflect the latest information, enhancing efficiency and enabling timely decision-making. Ready to take your insights further? Start integrating Einstein Conversation Insights today! By Tectonic MarketingOpps Director, Shannan Hearne Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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AI Research Agents

AI Research Agents

AI Research Agents: Transforming Knowledge Discovery by 2025 (Plus the Top 3 Free Tools) The research world is on the verge of a groundbreaking shift, driven by the evolution of AI research agents. By 2025, these agents are expected to move beyond being mere tools to becoming transformative assets for knowledge discovery, revolutionizing industries such as marketing, science, and beyond. Human researchers are inherently limited—they cannot scan 10,000 websites in an hour or analyze data at lightning speed. AI agents, however, are purpose-built for these tasks, providing efficiency and insights far beyond human capabilities. Here, we explore the anticipated impact of AI research agents and highlight three free tools redefining this space (spoiler alert: it’s not ChatGPT or Perplexity!). AI Research Agents: The New Era of Knowledge Exploration By 2030, the AI research market is projected to skyrocket from .1 billion in 2024 to .1 billion. This explosive growth represents not just advancements in AI but a fundamental transformation in how knowledge is gathered, analyzed, and applied. Unlike traditional AI systems, which require constant input and supervision, AI research agents function more like dynamic research assistants. They adapt their approach based on outcomes, handle vast quantities of data, and generate actionable insights with remarkable precision. Key Differentiator: These agents leverage advanced Retrieval Augmented Generation (RAG) technology, ensuring accuracy by pulling verified data from trusted sources. Equipped with anti-hallucination algorithms, they maintain factual integrity while citing their sources—making them indispensable for high-stakes research. The Technology Behind AI Research Agents AI research agents stand out due to their ability to: For example, an AI agent can deliver a detailed research report in 30 minutes, a task that might take a human team days. Why AI Research Agents Matter Now The timing couldn’t be more critical. The volume of data generated daily is overwhelming, and human researchers often struggle to keep up. Meanwhile, Google’s focus on Experience, Expertise, Authoritativeness, and Trustworthiness (EEAT) has heightened the demand for accurate, well-researched content. Some research teams have already reported time savings of up to 70% by integrating AI agents into their workflows. Beyond speed, these agents uncover perspectives and connections often overlooked by human researchers, adding significant value to the final output. Top 3 Free AI Research Tools 1. Stanford STORM Overview: STORM (Synthesis of Topic Outlines through Retrieval and Multi-perspective Question Asking) is an open-source system designed to generate comprehensive, Wikipedia-style articles. Learn more: Visit the STORM GitHub repository. 2. CustomGPT.ai Researcher Overview: CustomGPT.ai creates highly accurate, SEO-optimized long-form articles using deep Google research or proprietary databases. Learn more: Access the free Streamlit app for CustomGPT.ai. 3. GPT Researcher Overview: This open-source agent conducts thorough research tasks, pulling data from both web and local sources to produce customized reports. Learn more: Visit the GPT Researcher GitHub repository. The Human-AI Partnership Despite their capabilities, AI research agents are not replacements for human researchers. Instead, they act as powerful assistants, enabling researchers to focus on creative problem-solving and strategic thinking. Think of them as tireless collaborators, processing vast amounts of data while humans interpret and apply the findings to solve complex challenges. Preparing for the AI Research Revolution To harness the potential of AI research agents, researchers must adapt. Universities and organizations are already incorporating AI training into their programs to prepare the next generation of professionals. For smaller labs and institutions, these tools present a unique opportunity to level the playing field, democratizing access to high-quality research capabilities. Looking Ahead By 2025, AI research agents will likely reshape the research landscape, enabling cross-disciplinary breakthroughs and empowering researchers worldwide. From small teams to global enterprises, the benefits are immense—faster insights, deeper analysis, and unprecedented innovation. As with any transformative technology, challenges remain. But the potential to address some of humanity’s biggest problems makes this an AI revolution worth embracing. Now is the time to prepare and make the most of these groundbreaking tools. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce and Firmable

Salesforce and Firmable

Firmable Launches Salesforce Integration to Enhance CRM Workflows Firmable has unveiled its latest integration with Salesforce, further expanding its CRM ecosystem to support over 20,000 Salesforce users across Australia. By embedding its extensive Australian dataset directly into Salesforce, Firmable empowers businesses to optimize workflows, improve productivity, and elevate their sales and marketing efforts. This integration adds to Firmable’s suite of CRM solutions, which also includes compatibility with platforms like HubSpot, making its rich dataset an integral part of daily business operations. Key Benefits of the Firmable-Salesforce Integration A Comprehensive Solution for Australian Businesses Firmable’s integration with Salesforce brings unparalleled ease of use and precision to CRM workflows. By embedding its rich Australian data into everyday tools, businesses can streamline lead generation, enhance customer engagement, and boost sales effectiveness. 🔔🔔 Follow us on LinkedIn 🔔🔔 Ready to transform your sales and marketing strategies? Firmable is now available for trial or purchase at firmable.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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Tectonic Salesforce Customization

Salesforce Customization Requests

The Most Commonly Requested Salesforce Customizations Salesforce’s flexibility is one of its biggest strengths, allowing businesses to tailor the platform to meet their unique needs. Here are the most frequently requested types of customizations: 1. Declarative Customization Make adjustments using Salesforce’s built-in tools—no coding required. Examples: Ideal For:Businesses looking for straightforward changes to enhance usability without requiring programming expertise. 2. Integration Customization Connect Salesforce with third-party systems to streamline workflows and centralize data. Examples: Benefits:Boost operational efficiency by enabling seamless communication between systems. 3. Custom Code Development Go beyond standard functionality with tailored solutions using Apex, Visualforce, or Lightning Web Components. Examples: Best For:Organizations with advanced or highly specific requirements that declarative tools can’t fulfill. 4. User Interface (UI) Customization Adapt the look and feel of Salesforce to improve user experience and align with your brand. Examples: Goal:Create an intuitive, visually appealing interface that boosts productivity and user adoption. 5. Workflow Automation Save time by automating repetitive tasks and processes. Examples: Impact:Streamline operations, reduce manual workloads, and improve efficiency. 6. Reporting and Analytics Customization Provide actionable insights with tailored reports and dashboards. Examples: Advantage:Empower teams to make data-driven decisions with clear, relevant insights. 7. Mobile Optimization Ensure a seamless Salesforce experience for users on mobile devices. Examples: Purpose:Keep teams connected and productive, regardless of location. Conclusion Salesforce customization goes beyond CRM—it transforms the platform into a tailored solution that aligns with your unique business processes. Whether you’re looking for simple adjustments or advanced integrations, these customizations unlock Salesforce’s full potential to drive operational success. Ready to Get Started?Discover how our Salesforce customization services can help tailor the platform to your specific needs. Let’s work together to maximize your investment and achieve your business goals! 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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Martech Modernization

Martech Modernization

Martech Modernization: The Trends, Challenges, and Opportunities A Snapshot of Martech Strategies and CDP Adoption According to research by Acxiom, 65% of companies with a defined martech strategy utilize a Customer Data Platform (CDP), compared to just 43% without one. This significant gap underscores the strategic role of CDPs in martech adoption. Additionally, nearly all businesses surveyed plan to revise their martech stack within the next 12 months, with 29% adding new tools and 15% consolidating existing ones. The Transformative Marketing Landscape Rapid technological advancements, changing customer expectations, and evolving identity ecosystems are fundamentally reshaping how brands engage their audiences. In this environment, modernizing martech has become essential for delivering the personalized experiences customers demand. However, modernization presents challenges such as siloed data, fragmented technologies, and gaps in expertise, complicating efforts to adapt. To gain insights into these dynamics, Acxiom surveyed 200 martech decision-makers from the US and UK about their modernization plans, motivations, and obstacles. The findings reveal a widespread push for martech updates, with brands seeking support to navigate this complex journey. SECTION ONE: A Martech Reset is Underway Martech Strategy Rises to the Top When asked to prioritize their marketing objectives, 34% of respondents listed developing a martech strategy among their top three goals. This places it alongside traditional objectives like increasing brand awareness and customer acquisition, reflecting its growing importance in achieving broader marketing goals. Even considering that survey respondents may prioritize martech more than the average business leader, the results highlight the industry’s dynamism and the pressing need for a martech reset. Widespread Stack Adjustments Nearly all surveyed businesses (99%) plan to adjust their martech stack in the next year. Key trends include: This widespread activity emphasizes the high priority placed on martech optimization. Streamlining and Experimentation Some organizations focus on refining their existing stacks, while others are piloting new platforms: C-Suite Engagement Martech modernization has also captured the attention of executive leadership. 60% of respondents noted that martech has become a higher priority for their C-suite in recent years, particularly in smaller companies leveraging technology to maximize resources and compete with larger rivals. Budget Increases Despite Economic Pressures In a challenging economic climate, 65% of respondents expect their martech budgets to grow over the next year, while only 10% foresee cuts. This trend reflects the recognition of martech as a strategic investment critical for maintaining competitiveness. SECTION TWO: Drivers of Martech Modernization Why Modernize? Modernization efforts are driven by a mix of goal-oriented and technical motivations. Key drivers include: Secondary motivations include streamlining integration, ensuring regulatory compliance, and reducing operational complexity. Key Takeaways As martech modernization accelerates, businesses must balance innovation with strategic planning to navigate this transformative era successfully. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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AI Agents and Consumer Trust

AI Agents and Consumer Trust

Salesforce Research Highlights Rising Stakes for Trust in the AI Era Salesforce’s latest State of the AI Connected Customer research reveals a trust crisis among consumers and highlights how AI is reshaping customer expectations. With 60% of consumers believing advances in AI make trust even more essential, businesses face mounting pressure to deliver trustworthy AI experiences. The stakes are especially high as AI agents gain traction, presenting an opportunity for brands to rebuild trust and drive engagement this holiday season—particularly among Gen Z, with nearly a third open to having AI shop on their behalf. Why It Matters As the holiday shopping season approaches, brands face the dual challenge of declining consumer trust and evolving expectations. With AI projected to influence more than 0 billion in global online sales this season, getting AI right is critical. AI agents—intelligent software capable of handling customer inquiries autonomously—can boost margins and enhance customer service by addressing issues like clunky purchasing and return processes. However, trust in these agents hinges on transparency and robust data practices. Key Insights from the Research Trust Is at an All-Time Low High Expectations for Seamless Experiences Customer service remains a critical loyalty driver: Younger Consumers Are Most Open to AI Agents Generations Z and millennials lead the charge in embracing AI agents for improved shopping experiences: However, transparency remains vital: Building Confidence in AI Agents The research underscores a mixed consumer sentiment toward AI, marked by curiosity (41%) and suspicion (44%). This presents an opportunity for brands to demystify AI’s benefits: Expert Perspectives Salesforce View:“Retailers face fierce competition this season as they aim to drive higher margins and meet rising customer expectations. AI agents enable consistent, personalized experiences across channels, fostering loyalty and boosting sales.”— Michael Affronti, SVP & GM, Commerce Cloud, Salesforce Customer Experience at Saks:“Agentforce has unlocked new potential for enhancing luxury shopping. By automating routine tasks like order tracking, our teams can focus on high-touch, personalized interactions. We’re excited to see how AI continues to elevate our service.”— Mike Hite, CTO, Saks Global 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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Automate LinkedIn Outreach with We-Connect

Automate LinkedIn Outreach with We-Connect

Automate LinkedIn Outreach with We-Connect’s New Salesforce Integration Sales and marketing teams can now streamline their LinkedIn outreach and lead management efforts with We-Connect’s powerful new integration for Salesforce, the world’s leading CRM platform. We-Connect, the premier LinkedIn automation tool, has officially launched its native integration with Salesforce, enabling seamless synchronization of contact data, campaign metrics, and outreach activity. This integration provides sales and marketing teams with a unified platform to manage all LinkedIn outreach efforts directly within Salesforce’s familiar interface. Transforming LinkedIn Outreach for Sales and Marketing Teams Traditionally, LinkedIn outreach happens outside CRM systems, leaving teams without a clear way to track campaign effectiveness. Sales reps often resort to manual searches on LinkedIn rather than leveraging data already housed in their CRM. The We-Connect and Salesforce integration revolutionizes this process by: Key Features of the Integration A Game-Changer for Outreach Efforts “Our new Salesforce integration brings LinkedIn outreach into a single, unified platform,” said Gary Egan, Product Manager at We-Connect. “With this integration, sales and marketing teams can stay aligned, act on real-time insights, and scale their outreach efforts like never before.” By consolidating LinkedIn activities within Salesforce, teams can better measure campaign performance, maintain a consistent buyer journey, and boost efficiency—all while leveraging Salesforce’s powerful CRM capabilities. For more details, visit the We-Connect Salesforce Integration page. About We-Connect Founded in 2018, We-Connect is the leading LinkedIn automation tool for sales, marketing, recruiting, and business professionals. Its advanced features help users automate LinkedIn interactions, connect with the right people, and generate high-quality leads effortlessly. We-Connect empowers professionals to build meaningful relationships, drive growth, and achieve their business goals with efficiency and precision. Learn more about how We-Connect transforms LinkedIn outreach at We-Connect.io. 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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Winter 25 Release Notes

Winter 25 Release Experience Cloud

Salesforce Winter ’25 Release: 6 Key Enhancements to Experience Cloud The Salesforce Winter ’25 Release brings a fresh suite of updates to Experience Cloud, focusing on design customization, SEO optimization, and streamlined navigation for enhanced user engagement. We’ve summarized six major updates and additional enhancements that make this release a significant step forward for Experience Cloud sites. 1. Enhanced Design Options for LWR Sites Winter ’25 empowers site designers with more granular control over the look and feel of LWR (Lightning Web Runtime) sites. New customization options in the Experience Builder Theme panel now allow for specific styling of individual components like columns and buttons, offering a new level of precision in visual design. Additional features include a Scoped Header and Footer layout that allows fixed positioning for headers and footers, enhancing user experience with persistent navigation elements. Site admins can define unique color palettes for buttons across various states (default, hover, focus), and apply color schemes to individual columns, which can now be set in the Theme panel. Further text customizations for headings have also been added, allowing a personalized touch for every element on LWR sites. 2. SEO-Friendly URLs for Accounts and Contacts (Generally Available) To drive organic traffic, the Winter ’25 Release introduces SEO-friendly URL slugs for Account and Contact pages, replacing traditional record IDs with easily readable URLs. This enhancement allows search engines to better index content, making it easier for users to find your pages. Site managers can configure SEO-friendly URLs directly in the Administration panel and import slugs in bulk for faster setup. 3. Data Providers for LWR Sites (Beta) Experience Cloud now includes an option to configure data providers on LWR site pages, enabling seamless integration with data from various sources, including Apex and Record providers. Admins can specify data sources within Experience Builder, allowing for real-time data updates across components and pages, providing a more dynamic and responsive experience for users. 4. Revamped Navigation and New Components The Navigation Menu component has been revamped, allowing admins to design a more intuitive navigation experience for both desktop and mobile users. The beta Site Header component further enhances branding with logo placement and customizable headers, while the Grid component now ensures consistent cell height, improving the visual balance of page layouts. Tailored navigation menus for desktop and mobile screens can be customized for color, spacing, text styles, and more to provide an optimized experience across devices. 5. Expanded Data Cloud Integration for Event Tracking Winter ’25 expands Data Cloud integration to capture checkout, order, and cart events on enhanced LWR sites. Ecommerce-focused organizations can now record user interactions—like checkout initiation and address input—automatically, giving businesses richer insights into customer behavior. Data captured through these events can be viewed within Data Cloud, allowing admins to understand user engagement and optimize site design accordingly. 6. Salesforce File Linking for LWR Sites (Beta) The new File Upload Lightning Web Component enables file uploads directly from an LWR site to Salesforce, an option previously available only on Aura sites. This update streamlines the file transfer process, allowing guest users to upload files securely, which are then accessible within Salesforce. Additional Experience Cloud Enhancements In addition to the primary updates, Winter ’25 introduces several valuable, albeit smaller, features: Availability of Features Some Winter ’25 features will be accessible immediately after release, while others require setup by admins. Consider notifying users about these updates to ensure a smooth transition and to leverage the full potential of new functionalities. 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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being ai-driven

Being AI-Driven

Imagine a company where every decision, strategy, customer interaction, and routine task is enhanced by AI. From predictive analytics uncovering market insights to intelligent automation streamlining operations, this AI-driven enterprise represents what a successful business could look like. Does this company exist? Not yet, but the building blocks for creating it are already here. To envision a day in the life of such an AI enterprise, let’s fast forward to the year 2028 and visit Tectonic 5.0, a fictional 37-year-old mid-sized company in Oklahoma that provides home maintenance services. After years of steady sales and profit growth, the 2,300-employee company has hit a rough patch. Tectonic 5.0’s revenue grew just 3% last year, and its 8% operating margin is well below the industry benchmark. To jumpstart growth, Tectonic 5.0 has expanded its product portfolio and decided to break into the more lucrative commercial real estate market. But Tectonic 5.0 needs to act fast. The firm must quickly bring its new offerings to market while boosting profitability by eliminating inefficiencies and fostering collaboration across teams. To achieve these goals, Tectonic 5.0 is relying on artificial intelligence (AI). Here’s how each department at Tectonic 5.0 is using AI to reach these objectives. Spot Inefficiencies with AI With a renewed focus on cost-cutting, Tectonic 5.0 needed to identify and eliminate inefficiencies throughout the company. To assist in this effort, the company developed a tool called Jenny, an AI agent that’s automatically invited to all meetings. Always listening and analyzing, Jenny spots problems and inefficiencies that might otherwise go unnoticed. For example, Jenny compares internal data against industry benchmarks and historical data, identifying opportunities for optimization based on patterns in spending and resource allocation. Suggestions for cost-cutting can be offered in real time during meetings or shared later in a synthesized summary. AI can also analyze how meeting time is spent, revealing if too much time is wasted on non-essential issues and suggesting ways to have more constructive meetings. It does this by comparing meeting summaries against the company’s broader objectives. Tectonic 5.0’s leaders hope that by highlighting inefficiencies and communication gaps with Jenny’s help, employees will be more inclined to take action. In fact, it has already shown considerable promise, with employees being five times more likely to consider cost-cutting measures suggested by Penny. Market More Effectively with AI With cost management underway, Tectonic 5.0’s next step in its transformation is finding new revenue sources. The company has adopted a two-pronged approach: introducing a new lineup of products and services for homeowners, including smart home technology, sustainable living solutions like solar panels, and predictive maintenance on big-ticket systems like internet-connected HVACs; and expanding into commercial real estate maintenance. Smart home technology is exactly what homeowners are looking for, but Tectonic 5.0 needs to market it to the right customers, at the right time, and in the right way. A marketing platform with built-in AI capabilities is essential for spreading the word quickly and effectively about its new products. To start, the company segments its audience using generative AI, allowing marketers to ask the system, in natural language, to identify tech-savvy homeowners between the ages of 30 and 60 who have spent a certain amount on home maintenance in the last 18 months. This enables more precise audience targeting and helps marketing teams bring products to market faster. Previously, segmentation using legacy systems could take weeks, with marketing teams relying on tech teams for an audience breakdown. Now, Tectonic 5.0 is ready to reach out to its targeted customers. Using predictive AI, it can optimize personalized marketing campaigns. For example, it can determine which customers prefer to be contacted by text, email, or phone, the best time of day to reach out, and how often. The system also identifies which messaging—focused on cost savings, environmental impact, or preventative maintenance—will resonate most with each customer. This intelligence helps Tectonic 5.0 reach the optimal customer quickly in a way that speaks to their specific needs and concerns. AI also enables marketers to monitor campaign performance for red flags like decreasing open rates or click-through rates and take appropriate action. Sell More, and Faster, with AI With interested buyers lined up, it’s now up to the sales team to close deals. Generative AI for sales, integrated into CRM, can speed up and personalize the sales process for Tectonic 5.0 in several ways. First, it can generate email copy tailored to products and services that customers are interested in. Tectonic 5.0’s sales reps can prompt AI to draft solar panel prospecting emails. To maximize effectiveness, the system pulls customer info from the CRM, uncovering which emails have performed well in the past. Second, AI speeds up data analysis. Sales reps spend a significant amount of time generating, pulling, and analyzing data. Generative AI can act like a digital assistant, uncovering patterns and relationships in CRM data almost instantaneously, guiding Tectonic 5.0’s reps toward high-value deals most likely to close. Machine learning increases the accuracy of lead scoring, predicting which customers are most likely to buy based on historical data and predictive analytics. Provide Better Customer Service with AI Tectonic 5.0’s new initiatives are progressing well. Costs are starting to decrease, and sales of its new products are growing faster than expected. However, customer service calls are rising as well. Tectonic 5.0 is committed to maintaining excellent customer service, but smart home technology presents unique challenges. It’s more complex than analog systems, and customers often need help with setup and use, raising the stakes for Tectonic 5.0’s customer service team. The company knows that customers have many choices in home maintenance providers, and one bad experience could drive them to a competitor. Tectonic 5.0’s embedded AI-powered chatbots help deliver a consistent and delightful autonomous customer service experience across channels and touchpoints. Beyond answering common questions, these chatbots can greet customers, serve up knowledge articles, and even dispatch a field technician if needed. In the field, technicians can quickly diagnose and fix problems thanks to LLMs like xGen-Small, which

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10 Top AI Jobs in 2025

10 Top AI Jobs in 2025

10 Top AI Jobs in 2025 As we approach 2025, the demand for AI expertise is on the rise. Companies are seeking professionals with a strong background in AI, paired with practical experience. This insight explores 10 of the top AI jobs, the skills they require, and the industries that are driving AI adoption. If you are of the camp worrying about artificial intelligence replacing you, read on to see how you can leverage AI to upskill your career. AI is increasingly becoming an integral part of our lives, influencing various sectors from healthcare and finance to manufacturing, retail, and education. It is automating routine tasks, enhancing user experiences, and improving decision-making processes. AI is transitioning from data centers into everyday devices such as smartphones, IoT devices, and autonomous vehicles, becoming more efficient and safer thanks to advancements in real-time processing, lower latency, and enhanced privacy measures. The ethical use of AI is also at the forefront, emphasizing fairness, transparency, and accountability in AI models and decision-making processes. This proactive approach to ethics contrasts with past technological advancements, where ethical considerations often lagged behind. The rapid growth of AI translates to an increasing number of job opportunities. Below, we discuss the skills sought in AI specialists, the industries adopting AI at a fast pace, and a rundown of the 10 hottest AI jobs for 2025. Top AI Job Skills While many programmers are self-taught, the AI field demands a higher level of expertise. An analysis of 15,000 job postings found that 77% of AI roles require a master’s degree, while only 8% of positions are available to candidates with just a high school diploma. Most job openings call for mid-level experience, with only 12% for entry-level roles. Interestingly, while remote work is common in IT, only 11% of AI jobs offer fully remote positions. Being a successful AI developer requires more than coding skills; proficiency in core AI programming languages (like Python, Java, and R) is essential. Additional skills in communication, digital marketing strategies, effective collaboration, and analytical abilities are also critical. Moreover, a basic understanding of psychology is beneficial for simulating human behavior, and knowledge of AI security, privacy, and ethical practices is increasingly necessary. Industries Embracing AI Certain sectors are rapidly adopting AI technologies, including: 10 Top AI Jobs AI job roles are evolving quickly. Specialists are increasingly in demand over generalists, with a focus on deep knowledge in specific areas. Here are 10 promising AI job roles for 2025, along with their expected salaries based on job postings. As AI continues to evolve, these roles will play a pivotal part in shaping the future of various industries. Preparing for a career in AI requires a combination of technical skills, ethical understanding, and a willingness to adapt to new technologies. As we’ve seen with Salesforce a push for upskilling in artificial intelligence is here. 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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Agentforce Campaigns

Revolutionizing Content Marketing with Agentforce: AI-Powered Marketing Agents Content creation and distribution have long been challenging for marketers. According to new research from the Content Marketing Institute, 54% of B2B marketers lack the resources to produce quality content at scale. A similar issue plagues the B2C sector, where marketers often struggle to make their efforts repeatable, consistent, or scalable due to the relentless demand for content. On top of this, they must manage resources effectively to deliver efficient, successful campaigns that engage customers and outshine competitors. What’s the solution to these challenges? Marketing agents powered by data and AI, which can create, manage, and optimize campaigns seamlessly. At this year’s Dreamforce, Salesforce unveiled Agentforce, a suite of tools to design and customize AI-powered agents across the Customer 360 platform. A key component of this launch is Agentforce Campaigns, a tool already generating buzz among customers eager to harness its potential. According to Salesforce’s 9th State of Marketing report, 71% of marketers plan to use generative and predictive AI within the next 18 months. In this insight, we’ll explore how marketing agents like those in Agentforce can transform your customer engagement strategies while boosting your team’s productivity and cohesion. What Are Marketing Agents? If you’re new to AI in marketing, it’s important to understand the concept of marketing agents and how they can reshape your approach to campaign execution. Marketing agents are part of a broader family of AI virtual assistants designed to collaborate with humans. These tools leverage data to build and execute plans, analyze tasks, and make decisions. In marketing, they handle activities such as content creation, campaign optimization, and results analysis. Salesforce has developed AI agents to serve as partners within the customer experience. They take on time-consuming, repetitive tasks, freeing marketers to focus on high-value activities. For example, instead of spending hours sourcing and analyzing data, marketers can act on insights immediately. Similarly, rather than crafting endless variations of content, they can devote time to strategic personalization and targeting. The real shift lies in changing your mindset from, “How can these agents help me improve efficiency?” to, “How can these agents help me radically enhance the customer experience?” How Agentforce Campaigns Simplify Marketing Let’s explore some of the groundbreaking features of Agentforce Campaigns and how they streamline campaign creation, execution, and optimization. 1. Intelligent Recommendations That Lead to Action Salesforce’s AI engine, Einstein, already tracks your data and goals, offering contextual recommendations. Agentforce Campaigns elevates this capability by turning static suggestions into actionable steps. For example, it might recommend adjusting your audience, refining an existing campaign, or launching a new one you hadn’t considered. 2. Instant Campaign Briefs Agentforce Campaigns enables you to generate campaign briefs in seconds. By using simple language prompts, you can create a comprehensive brief aligned with your organization’s goals and marketing guidelines. The brief is embedded in Salesforce, making it easy to refine and share with stakeholders for approval. 3. Contextual Content Creation Once your brief is approved, marketing agents can generate content tailored to your brand. From subject lines to body copy and calls to action, Agentforce Campaigns creates branded emails and landing pages within pre-configured templates. Marketers can refine this content using natural language prompts to ensure it aligns with their campaign strategy and tone. 4. Data-Driven Audience Segmentation Agentforce Campaigns simplifies audience segmentation by translating natural language prompts into segment attributes. You don’t need to be a data scientist or SQL expert to create precise target audiences. 5. Personalized Journey Activation Marketing agents can automatically build multi-channel, personalized journey flows based on your campaign brief. Using natural language prompts, you can configure and activate draft journeys with ease. 6. Effortless Content Variations Agentforce Campaigns allows marketers to generate multiple content variations in seconds. This capability enables personalized messaging for different audience segments, such as high-value customers, new prospects, or long-time brand advocates. 7. Expanding Audience Segmentation With AI handling segmentation, marketers can explore nuanced audiences that were previously inaccessible due to limited resources. For instance, you can create churn segments based on engagement scores, location, or purchase history using simple prompts. 8. Building a Culture of Testing and Learning Time constraints often limit testing in marketing campaigns. Agentforce Campaigns automates journey flows, making it easier to embed testing and continuous learning into every campaign. Reimagining Marketing with AI Agentforce Campaigns isn’t just about efficiency—it’s about rethinking how marketing can deliver exceptional customer experiences. By leveraging AI-powered agents, marketers can overcome resource constraints, enhance personalization, and unlock new opportunities for growth. Now is the time to embrace this transformation. With Agentforce, you can move beyond “business as usual” and start building campaigns that resonate with your audience like never before. 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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