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Five9 Salesforce AI Integration

Five9 Salesforce AI Integration

Five9 and Salesforce Enhance AI-Powered Solutions for Superior Customer Experiences Five9 (NASDAQ: FIVN), a provider of the Intelligent CX Platform, today announced the next step in its collaboration with Salesforce. Five9 Salesforce AI Integration. This partnership aims to deliver AI-powered solutions to enhance customer experiences (CX) in contact centers. The latest release, Five9 for Service Cloud Voice with Partner Telephony, integrates Salesforce Einstein with Five9’s suite of AI solutions. This empowers agents to better service customer requests, improves management’s understanding of contact center operations, and delivers customer resolutions that exceed expectations. Using Five9’s open APIs and Five9 TranscriptStream, the Einstein AI engine identifies opportunities to provide real-time solutions for agents, prompting ‘Next Best Action’ guidance. The solution also offers real-time transcription of customer conversations, ensures call recordings’ accuracy and relevance, and integrates with Salesforce Einstein Conversation Insights to enhance conversation intelligence. “Five9 understands the power of elevating the customer experience through innovative technology and seamless integrations,” said Dan Burkland, President of Five9. “Our collaboration with Salesforce pushes the boundaries of what is possible. Infusing Einstein’s AI insights into the contact center and CRM eliminates repetitive tasks while guiding agents with the next best actions to help them be more effective.” A Long-Standing Partnership The Salesforce-Five9 collaboration, now over 15 years strong, recently introduced Five9 call dispositions for agents within the Salesforce Omni-Channel widget or Voice Call page. This allows organizations to automatically update call dispositions in the Five9 call database, ensuring accurate reporting across the integration. Both companies are meeting the growing demand for AI solutions to enhance customer engagement throughout the customer journey. “Five9’s deeper integration with Salesforce Einstein offers a new level of choice for customers seeking AI capabilities that best match their contact center needs and existing technology investments,” said Sheila McGee-Smith, President & Principal Analyst at McGee-Smith Analytics. “Coupled with features like Five9 TranscriptStream, organizations can significantly reduce an agent’s workload while enhancing the customer’s overall experience. This next step in the Salesforce-Five9 relationship demonstrates each company’s commitment to their joint customer base, enabling them to leverage the latest AI innovations easily.” “Service Cloud Voice with Five9 uses AI to deliver a better customer experience,” said Ryan Nichols, Chief Product Officer of Service Cloud, Salesforce. “Our collaboration focuses on more than just a ‘single pane of glass’– we’re bringing together customer data, knowledge, and real-time conversation transcripts to help make agents more productive and delight customers.” Availability and Further Information These new enhancements to Five9 for Service Cloud Voice with Partner Telephony will be available starting June 30. For a deeper look into the Five9 integration with Service Cloud Voice and to explore common use cases, register for the webinar “Unlock Efficiency with the Power of AI: Five9 and Salesforce Service Cloud Voice” on Tuesday, July 23. An on-demand playback of the December 2023 Five9 and Salesforce joint webinar is also available, covering topics such as using data for personalization, best practices for leveraging engagement data to improve experiences, and how companies can become more customer-centric. Salesforce, Einstein, and other related marks are trademarks of Salesforce, Inc. 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 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 Solutions for Defense

Salesforce Solutions for Defense

Defence Technology Solutions from Salesforce: Enabling Secure, Mission-Critical Operations Salesforce provides defense organizations with powerful technology solutions to deliver on their missions quickly and securely. By increasing IT flexibility, enhancing productivity, and safeguarding sensitive data in a secure, compliant cloud environment, Salesforce empowers defence organizations to achieve mission success with confidence. Salesforce Solutions for Defense. Modernizing Personnel Operations Salesforce streamlines workforce management and accelerates employee operations, providing a unified view of personnel and fast, digital workflows. Public sector organizations can transform hiring, recruiting, HR actions, IT requests, and employee services within a trusted operational hub. How It Works: Salesforce enhances productivity and digitizes government employee tasks throughout their lifecycle, from hire to retirement. Maximizing IT Agility Salesforce enables defence organizations to unlock data from legacy systems, cloud applications, and third-party platforms with an API-led approach, securely bridging on-premises and cloud environments. Rapid application development, consolidation, and system access become seamless with Salesforce’s low-code/no-code tools. How It Works: Salesforce compresses development cycles and increases flexibility, enabling defense organizations to deliver on mission objectives faster. Salesforce Solutions for Defense Delivering Successful Case Outcomes Salesforce supports the full case management lifecycle by integrating critical data points from multiple systems into a single, unified view. Defense organizations can empower caseworkers with purpose-built tools, ensuring successful case outcomes while reducing information silos and providing clients with the necessary support. How It Works: Salesforce creates a single source of truth for case management, enabling defense organizations to streamline workflows and improve service outcomes. By leveraging Salesforce’s defense technology solutions, organizations can modernize operations, maximize agility, and ensure successful case management outcomes, all while maintaining the highest levels of security and compliance. Salesforce Solutions for Defense from Tectonic. 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 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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Einstein Generative AI Added to Service Cloud

Einstein Generative AI Added to Service Cloud

Salesforce to Enhance Service Cloud with New AI Tools and Broaden Automated Customer Conversations Salesforce is set to roll out more Einstein 1 generative AI tools for Service Cloud users in June and October. But the big news? More places to deploy automated customer conversations are on the way. Unified Conversations for WhatsApp and Line Yesterday, Salesforce unveiled Unified Conversations for WhatsApp. This feature automates bot responses to customer queries related to targeted marketing messages on the popular messaging app. And that’s not all—later this year, Salesforce plans to support Line, the widely used messaging app in Japan. These services leverage Salesforce’s Einstein 1 generative AI platform. The bots aggregate structured and unstructured CRM, product, service, and other data via Salesforce Data Cloud to generate personalized responses. The new features allow these conversations to be routed to the channels where a Salesforce user’s customers are most active online. Expanding Channel Support Salesforce also plans to introduce a “bring your own channel” connector to support digital channels not natively covered by the platform. Think TikTok, Discord, and South Korea’s KakaoTalk, said Ryan Nichols, chief product officer for Salesforce Service Cloud. “It’s about getting data from all your conversations with customers from Service Cloud into Data Cloud and using that to not just do a great job of delivering customer service, but actually growing your business,” Nichols explained. Conversation Mining and Revenue Opportunities Salesforce Einstein Conversation Mining, currently in beta, aggregates conversations across customer channels to surface insights on the topics where customers need help. The goal is to turn inbound customer service from a cost center into a revenue center—a dream that speakers and vendors at conferences like Dreamforce and ICMI have been floating for years. Traditionally, performance metrics such as time-to-answer and hold-time reduction have pushed agents to minimize call durations. However, the integration of generative AI could transform this dynamic. Constellation Research analyst Liz Miller, who has previously been skeptical, now sees generative AI as a potential game-changer. Armed with data, bots, and their copilot counterparts, agents could save time and access the right information to up-sell customers during service engagements. Nichols hinted that Salesforce is working on up-sell automation features for contact center service bots, which might be unveiled later this year. A Leap Forward for Contact Centers Copilot-type technologies for contact centers could be the breakthrough needed to enable human agents to generate revenue during service interactions. “Contact center leaders have been trying to etch out a space of strategic importance for themselves in the business that isn’t just ‘how do we get angry people off the phone?’” Miller said. Einstein Generative AI Added to Service Cloud Generative AI tools can eliminate the mundane, repetitive tasks that consume much of contact center agents’ time. Miller added, “If they no longer had to summarize the call, and they could actually go to the next call? [Generating revenue] sounds really big, and it sounds really ridiculous, but if we took all the garbage off of these people’s plates that no one wants to do, we give them an awful lot of time to actually be better mouthpieces for their organizations.” In short, Salesforce is gearing up to transform customer service into a more efficient, revenue-generating machine with a little help from generative AI. And who knows, maybe your next customer service bot will be better at upselling you than your favorite barista. 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 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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Cost of Free Analytics

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 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 Open APIs

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 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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Generative AI for Channel Sales Teams

Generative AI for Channel Sales Teams

Salesforce unveiled new AI, CRM, and Slack sales enhancements tailored for its Partner Relationship Management (PRM) solution. Generative AI for Channel Sales Teams. The latest generative and predictive AI is now accessible to channel managers, third-party resellers, brokers, and various indirect sellers. Generative AI introduces advanced capabilities to streamline channel management and expedite partner sales. Moreover, the AI seamlessly integrated into the CRM aids channel managers and partners in maintaining focus and alignment on top-priority opportunities. This announcement expands Einstein for Sales directly into the workflows of channel managers and their partners. Einstein Copilot streamlines operations and enables channel managers to focus on scalability by automating administrative tasks and sharing proactive insights on promising leads and opportunities. Furthermore, the integration of Slack AI and PRM for Slack facilitates swift collaboration and data sharing among internal and external partners. Why it’s significant: What’s new: Salesforce perspective: “New generative AI, data, and automation capabilities in a Slack-first PRM will offer channel sales teams practical tools to enhance partner and internal processes. This will help Salesforce partners and sellers increase collaboration, improve seller productivity on both sides, deepen relationships, and enable growth.” – Ryan Nunez, VP, Industry Solutions Customer perspective: “Thanks to Partner Relationship Management, our team can help our partners get up and running faster, and they can automate a lot of what they used to do previously. We’re also excited to see how the AI insights – such as lead scoring – will give our partners clear guidance on what to focus on much faster.” – Hooman Shahidi, Chief Executive Officer and Co-Founder, EVPassport Availability: Disclaimer: Any unreleased services or features referenced here are not currently available and may not be delivered on time or at all. Customers should make their purchase decisions based upon features that are currently available. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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Generative AI for Insurance and Financial Services

Generative AI for Insurance and Financial Services

According to CBInsights, based upon research conducted by analyzing earnings calls, business relationships, and investment activities to assess the AI initiatives of some of the world’s largest companies across various sectors. Generative AI for Insurance and Financial Services is growing rapidly. The latest research report from the CBInsights team highlights the undeniable significance of AI for many of these global giants. Salesforce CEO Marc Benioff, for instance, referred to AI as “the single most important moment in the history of the technology industry” during the company’s recent earnings call. JPMorgan CEO Jamie Dimon echoed this sentiment in his April 2024 letter, expressing strong conviction about the extraordinary consequences of AI. Several companies are strategically focusing on AI to drive efficiencies and innovation. For instance, major pharmaceutical firms are collaborating on AI-powered drug discovery projects to expedite drug development timelines, while payments giants are deploying AI to combat fraud effectively. Despite the hype surrounding recent advancements, the translation of AI innovations into revenue has been limited so far. However, companies remain optimistic about future opportunities, recognizing the imperative of taking proactive steps to reshape industries. Generative AI for Insurance and Financial Services CBInsights’ comprehensive report digs into the AI strategies of various companies across sectors such as financial services, insurance, enterprise tech, pharmaceuticals, and industrials. By leveraging the CB Insights technology intelligence platform, they have analyzed signals like investment, partnerships, executive discussions in earnings transcripts, and patents to gain insights into these efforts. AI and machine learning algorithms are increasingly being utilized to enhance digital identity and regulatory technology (Regtech) services, as well as to improve customer experience through AI chatbots. In the financial services sector, advancements in AI technology are making services more accessible and frictionless, empowering investment platforms to automate tasks and focus on critical product development endeavors. While AI is still evolving, it is expected to play a pivotal role in driving the digital economy forward in the near future. 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 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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UX Principles for AI in Healthcare

Agentic Era of UX

The Agentic Era of UX The future of digital experience has arrived, but it’s fragmenting into countless micro-applications. The missing piece in AI user experience? The experience itself. It’s been almost a year and a half since generative AI burst onto the scene, heralded as transformative. But what have we actually seen in terms of user experience? Many companies released AI-powered summaries or search features, claimed them as revolutionary, and received applause—until the applause faded. The so-called “next era” of tech hasn’t yet delivered on its promise. We were given “the most profound technology since fire,” yet many implementations feel like candles that barely flicker. Many UX designers continue advocating for AI to solve genuine user needs. Technology must serve users, not just exist for its own sake. The core issue now is broader: AI has often been treated as a quick fix rather than a true UX transformation. Where user experience traditionally supports the entire journey, AI is being wedged into small, isolated tasks, losing the holistic perspective. For most companies, AI feels like a string of individual “use cases” rather than a full, cohesive UX meal. Many consulting firms push companies to prioritize use cases in terms of complexity and value, often resulting in chatbots that address a handful of user needs. There are notable exceptions, though. For example, Loom went beyond simple AI features to enhance the user’s entire workflow, supporting end-to-end functionality for video recording, transcription, editing, and even task management. Welcome to the Agentic Era of AI We’re now on the verge of the “agentic” era of AI. Industry leaders are abuzz with the potential of AI agents. OpenAI’s Sam Altman calls agents AI’s “killer function,” while other leaders predict this future is within reach, possibly within 3–18 months. The agentic promise is profound: AI agents, or “agentic workflows,” break down complex tasks into manageable steps, helping users complete intricate projects with autonomy. As Ezra Klein describes, imagine telling an AI to plan your child’s dragon-themed birthday party in Brooklyn, and the agent handles everything from booking to ordering the cake—transforming a casual AI prompt into tangible results. Today’s general-purpose models can’t handle this level of complexity independently. But agentic workflows make this possible by chaining AI actions, allowing systems to execute tasks step-by-step. A Vision for Agentic UX Design’s role in this era is to bring a vision of agentic UX to life. In traditional digital experiences, we build systems that assist users along their journey, but we still expect users to navigate the journey themselves. With an agentic UX, an AI partner supports the user at every step. This vision means UX will be defined by three pillars: Early examples are emerging, like Adobe’s Gen Studio, Intercom’s Copilot, and Dovetail’s Magic Experience, each taking steps toward a future where AI provides ongoing, meaningful support to users. An agentic UX doesn’t necessarily need to label itself “agent-powered.” Dovetail, for instance, offers a suite of “Magic” features where the AI partner plays a supporting role, from summarizing transcripts to highlighting key points. Over time, as AI evolves, these agents will assume greater responsibility in user journeys, shifting from supportive to proactive. Strategically Reinvent for the Agentic Era Adapting to the agentic era presents an opportunity—and a risk for those who ignore it. Currently, organizations are focused on laying the infrastructure for “AI readiness.” While that’s essential, it can obscure the longer-term vision of what’s possible. Until business leaders fully grasp the agentic UX’s potential, it’s up to design to step into a strategic role and make this vision vivid, relatable, and exciting. This requires more than launching a quick proof of concept; it demands a reimagining of digital experience. Here’s a recommended approach: It’s been a challenging year for design, with layoffs and value debates. But with the agentic era approaching, the strategic potential for UX is immense. Now is the time to rally, to guide organizations into a new era of digital experience where users are truly supported every step of the way. 4ox 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 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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MuleSoft Certifications Now Unified with Salesforce Certifications

MuleSoft Certifications Now Unified with Salesforce Certifications

MuleSoft Certifications Now Unified with Salesforce Certifications As of May 6, 2024, MuleSoft certifications have been officially integrated into the Salesforce Certification program, with management now handled through Webassessor. This move simplifies the certification process, enabling professionals to manage both their Salesforce and MuleSoft credentials within a single platform, streamlining maintenance and tracking. This article delves into the merging of MuleSoft certifications with Salesforce’s Trailhead platform, highlighting what this means for professionals in both ecosystems. The update offers a significant improvement in managing certifications, particularly for those working across both platforms, as Salesforce has owned MuleSoft since 2018. We’ll cover what this change entails for current certification holders, key dates in the transition, and the new opportunities this unified platform brings—including new certifications. What is MuleSoft? MuleSoft is a leading integration platform that enables businesses to connect applications, data, and devices seamlessly. As an Integration Platform as a Service (iPaaS), MuleSoft facilitates the integration of cloud-based and on-premise applications, ensuring smooth workflows across various systems. Acquired by Salesforce in 2018, MuleSoft powers the integration layer of the Salesforce ecosystem, playing a crucial role in enabling businesses to unify their systems and create connected experiences. With the increasing demand for digital transformation and connected systems, MuleSoft expertise is becoming ever more valuable in the job market. MuleSoft Certifications and Training MuleSoft certifications validate expertise in designing, building, and managing integrations using the Anypoint Platform. Prior to this transition, MuleSoft certifications were handled through the MuleSoft Training portal, which was separate from Salesforce’s broader certification system. While this independent platform was functional, it required separate accounts and processes, making exam registration and certification management more cumbersome. By integrating MuleSoft certifications into Trailhead, Salesforce has simplified this process, offering a unified, more user-friendly experience for managing certifications. Transition Timeline The following key dates marked the transition: What This Means for Current MuleSoft Certification Holders For those already certified through MuleSoft, the migration to Salesforce’s certification system should have occurred automatically. MuleSoft credentials were transferred to their Trailblazer profiles for anyone with existing Webassessor accounts. A confirmation email was sent to ensure that the transition was successful. For those without a Webassessor account, one was created on their behalf, with login details provided via email by April 2024. Certification Maintenance MuleSoft certification holders with maintenance pending as of January 1, 2024, are not required to complete additional tasks through the old system. The expectation is that certification holders will have ample time to familiarize themselves with the new Trailhead process before maintenance requirements are introduced in 2025. New Certifications on Trailhead With the migration, certifications such as the MuleSoft Certified Catalyst Specialist and MuleSoft Certified Hyperautomation Specialist have also been integrated into Trailhead. Though not entirely new, these certifications were part of the legacy MuleSoft program, originally launched in late 2022 and early 2023. Summary The integration of MuleSoft certifications into Salesforce’s Trailhead platform marks a significant step towards a unified, more efficient credentialing process. This transition simplifies certification management, making it easier for professionals to stay current across both platforms. By merging these certifications, Salesforce is empowering professionals to fully leverage the combined capabilities of Salesforce and MuleSoft, further enhancing their skill sets in an increasingly interconnected digital landscape. Content updated September 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 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-Powered Nonprofit Events

Salesforce-Powered Nonprofit Events

Salesforce has cemented its position as the #1 CRM, becoming an essential tool for businesses improving their marketing, sales, and support processes. But there’s another powerful feature you should explore: managing events directly within Salesforce. Salesforce’s versatility allows you to organize a successful event of any size, whether it’s online, offline, or a hybrid meeting. However, like any business endeavor, a well-thought-out strategy is crucial to ensure your event planning turns into a major success. In this insight, you’ll learn how events contribute to a business’s lifecycle, how to manage them effectively, and the essential tools you’ll need for successful event management in Salesforce. The Role of Events in Nonprofits If your company hasn’t yet ventured into event organization, it’s time to reconsider. Events are a great way to fuel engagement, foster data-driven decisions, and build a thriving community. On a larger scale, event planning offers a range of business benefits, including: Common Event Management Challenges Even with the best intentions, event planning comes with challenges that can derail your efforts if not addressed. Let’s review some common challenges and how Salesforce can help: How Salesforce Elevates Event Management Salesforce brings significant advantages to event planning, offering: Your Salesforce Event Planning Checklist To ensure your event management with Salesforce is effective, follow this simple checklist: Our Thoughts Building a robust event management process with Salesforce is not only a logical choice but a strategic one. It ensures smooth event execution, supports business growth, and boosts your brand’s equity. By leveraging the right tools, such as Salesforce, your event planning process becomes more efficient, data-driven, and ultimately more successful. For expert support in managing Salesforce-powered events, consider reaching out to a partner like Tectonic to guide you through the process. 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 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 Summer 24 Sales Release Notes

Salesforce Summer 24 Sales Release Notes

Changes are afoot for Salesforce Sales Cloud. Salesforce Summer 24 Sales Release Notes. Salesforce Summer 24 Sales Release Notes 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 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 Industries Summer 24 Release Notes

Salesforce Industries Summer 24 Release Notes

Industries solutions shape Salesforce to the needs of your business, reducing the need for you to customize things yourself. Salesforce Industries summer 24 release notes. Consumer Goods Cloud streamlines delivery and distribution processes with Direct Store Delivery and Van Sales. Optimize service operations in the field with Field Service for Industries. Health Cloud integrates with Milliman Care Guidelines (MCG) to bring industry-standard assessments to Integrated Care Management. Loyalty Management gives marketing managers greater flexibility with Global Promotions Management. Manufacturing Cloud helps manufacturers streamline the process of recovering costs on defective parts from suppliers with Warranty Supplier Recovery. Salesforce for Education helps students plan their degrees better with Intelligent Degree Planning. We also have plenty of changes for Automotive Cloud, Salesforce for Nonprofits, Public Sector Solutions, Industries common features, and much more. Salesforce Industries Summer 24 Release Notes 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 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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