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dynamic filters in reports
24Nov

Dynamic Filters in Salesforce Reports

Revolutionizing Salesforce Reports with Winter ’25Have you explored the Dynamic Filters in reports introduced in the Winter ’25 release? Gone are the days of creating separate reports every time you need a slightly different view. With Dynamic Filters, you can modify your report filters on the fly—no more starting from scratch! ✅ Save Hours of time.✅ Get tailored insights instantly.✅ Perfect for those “I need this data, but sliced differently” moments in meetings. This feature supercharges your reports with unmatched flexibility and efficiency. It’s a game-changer for Salesforce teams, leaving many wondering, “Why didn’t we have this sooner?” Understanding Dynamic Reports in Salesforce Dynamic reports allow users to adjust filter criteria in real time while running the report, eliminating the need for fixed filter values. With filters like “current user,” “current month,” or “my opportunities,” these reports adapt based on who is running them or the context, providing more relevant insights. Key Features: How to Create Dynamic Reports in Salesforce Here’s how you can set up a dynamic report step by step: Dynamic Dashboards in Salesforce A dynamic dashboard displays data tailored to the specific user viewing it, unlike standard dashboards, which show static data for a specific user or report owner. Benefits of Dynamic Dashboards: How to Create a Dynamic Dashboard Conclusion Dynamic Filters and Dashboards in Salesforce are powerful tools to streamline reporting and boost efficiency. By eliminating the need for static reports and dashboards, they allow for real-time adjustments and personalized data views, making your analytics more actionable and user-friendly. Want to level up your Salesforce reporting game? Dive deeper into the guides for creating dashboards, advanced filters, and leveraging analytics to maximize your Salesforce potential. Whether you’re an admin or a sales leader, these tools will transform how you approach data insights. 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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November 24, 2024in Data, Salesforce0 Comments
AI Adoption Not Even Across the Board
22Nov

Keeping People at the Core of AI

Successfully adopting AI requires thoughtful planning and a focus on human impact. While the pressure to leverage AI is immense across industries, the path to transforming its potential into meaningful outcomes is less clear. Businesses must address critical questions: What impact do we aim to achieve? Are we prepared for the organizational changes AI will bring? Mark Wakelin, Executive Vice President of Global Professional Services at Salesforce, emphasizes the importance of understanding the “why” behind adopting AI. “You need a clear vision of the impact you want to have and the use cases you’ll deploy,” he explains. A Readiness Checklist Before diving into AI initiatives, organizations must evaluate their readiness. This involves: “This isn’t just a technology equation,” Wakelin notes. “AI is also a legal, ethical, and humanitarian equation. It has the potential to significantly impact humanity, and we need to approach it within the context of workforce operations.” Linking AI to Business Value A common mistake in AI strategies is failing to align initiatives with tangible business outcomes. Wakelin recalls an engineer boasting about processing billions of images with AI but unable to articulate its business application. Companies must start by identifying where AI can have the greatest impact: Trust as the Foundation For AI to succeed, trust must be at the core of its implementation. This includes: “Trust is earned through predictable, integrity-driven behaviors,” says Wakelin. Unlike humans, machines lack relationships, so fostering trust within the ecosystem is crucial. Starting with People AI strategies should prioritize people, not technology. Wakelin stresses the need for transparency and proactive communication about AI implementation. This includes clear plans for: Partnering for Success Salesforce Partner Services supports organizations through this journey by: Reach out to Tectonic today to road map AI adoption for your organization. These steps help customers adopt AI thoughtfully, balancing opportunities with risks, and ensuring initiatives are controlled and trust-driven. A Vision for AI’s Future “AI is the most exciting development of my 35-year career,” Wakelin shares. He envisions AI enhancing productivity, education, and work-life balance while fostering diversity and equity. In the coming years, AI holds the promise of significantly improving society—provided organizations keep people at the center of its evolution. 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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November 22, 2024in Agentforce Platform, Data, Salesforce, Technology0 Comments
AI Productivity Paradox
20Nov

AI Productivity Paradox

The AI Productivity Paradox: Why Aren’t More Workers Using AI Tooks Like ChatGPT?The Real Barrier Isn’t Technical Skills — It’s Time to Think Despite the transformative potential of tools like ChatGPT, most knowledge workers aren’t utilizing them effectively. Those who do tend to use them for basic tasks like summarization. Less than 5% of ChatGPT’s user base subscribes to the paid Plus version, indicating that a small fraction of potential professional users are tapping into AI for more complex, high-value tasks. Having spent over a decade building AI products at companies such as Google Brain and Shopify Ads, the evolution of AI has been clearly evident. With the advent of ChatGPT, AI has transitioned from being an enhancement for tools like photo organizers to becoming a significant productivity booster for all knowledge workers. Most executives are aware that today’s buzz around AI is more than just hype. They’re eager to make their companies AI-forward, recognizing that it’s now more powerful and user-friendly than ever. Yet, despite this potential and enthusiasm, widespread adoption remains slow. The real issue lies in how organizations approach work itself. Systemic problems are hindering the integration of these tools into the daily workflow. Ultimately, the question executives need to ask isn’t, “How can we use AI to work faster? Or can this feature be built with AI?” but rather, “How can we use AI to create more value? What are the questions we should be asking but aren’t?” Real-world ImpactRecently, large language models (LLMs)—the technology behind tools like ChatGPT—were used to tackle a complex data structuring and analysis task. This task would typically require a cross-functional team of data analysts and content designers, taking a month or more to complete. Here’s what was accomplished in just one day using Google AI Studio: However, the process wasn’t just about pressing a button and letting AI do all the work. It required focused effort, detailed instructions, and multiple iterations. Hours were spent crafting precise prompts, providing feedback, and redirecting the AI when it went off course. In this case, the task was compressed from a month-long process to a single day. While it was mentally exhausting, the result wasn’t just a faster process—it was a fundamentally better and different outcome. The LLMs uncovered nuanced patterns and edge cases within the data that traditional analysis would have missed. The Counterintuitive TruthHere lies the key to understanding the AI productivity paradox: The success in using AI was possible because leadership allowed for a full day dedicated to rethinking data processes with AI as a thought partner. This provided the space for deep, strategic thinking, exploring connections and possibilities that would typically take weeks. However, this quality-focused work is often sacrificed under the pressure to meet deadlines. Ironically, most people don’t have time to figure out how they could save time. This lack of dedicated time for exploration is a luxury many product managers (PMs) can’t afford. Under constant pressure to deliver immediate results, many PMs don’t have even an hour for strategic thinking. For many, the only way to carve out time for this work is by pretending to be sick. This continuous pressure also hinders AI adoption. Developing thorough testing plans or proactively addressing AI-related issues is viewed as a luxury, not a necessity. This creates a counterproductive dynamic: Why use AI to spot issues in documentation if fixing them would delay launch? Why conduct further user research when the direction has already been set from above? Charting a New Course — Investing in PeopleProviding employees time to “figure out AI” isn’t enough; most need training to fully understand how to leverage ChatGPT beyond simple tasks like summarization. Yet the training required is often far less than what people expect. While the market is flooded with AI training programs, many aren’t suitable for most employees. These programs are often time-consuming, overly technical, and not tailored to specific job functions. The best results come from working closely with individuals for brief periods—10 to 15 minutes—to audit their current workflows and identify areas where LLMs could be used to streamline processes. Understanding the technical details behind token prediction isn’t necessary to create effective prompts. It’s also a myth that AI adoption is only for those with technical backgrounds under 40. In fact, attention to detail and a passion for quality work are far better indicators of success. By setting aside biases, companies may discover hidden AI enthusiasts within their ranks. For example, a lawyer in his sixties, after just five minutes of explanation, grasped the potential of LLMs. By tailoring examples to his domain, the technology helped him draft a law review article he had been putting off for months. It’s likely that many companies already have AI enthusiasts—individuals who’ve taken the initiative to explore LLMs in their work. These “LLM whisperers” could come from any department: engineering, marketing, data science, product management, or customer service. By identifying these internal innovators, organizations can leverage their expertise. Once these experts are found, they can conduct “AI audits” of current workflows, identify areas for improvement, and provide starter prompts for specific use cases. These internal experts often better understand the company’s systems and goals, making them more capable of spotting relevant opportunities. Ensuring Time for ExplorationBeyond providing training, it’s crucial that employees have the time to explore and experiment with AI tools. Companies can’t simply tell their employees to innovate with AI while demanding that another month’s worth of features be delivered by Friday at 5 p.m. Ensuring teams have a few hours a month for exploration is essential for fostering true AI adoption. Once the initial hurdle of adoption is overcome, employees will be able to identify the most promising areas for AI investment. From there, organizations will be better positioned to assess the need for more specialized training. ConclusionThe AI productivity paradox is not about the complexity of the technology but rather how organizations approach work and innovation. Harnessing AI’s potential is simpler than “AI influencers” often suggest, requiring only

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November 20, 2024in AI Tools, Data, Einstein 1 Platform, Generative AI, Google, Technology0 Comments
Training Your Own AI Model
19Nov

Training Your Own AI Model May Not Win Customers – But Leveraging Data Will

While AI plays a crucial role in delivering personalized customer experiences, the real game-changer lies in data connectivity. It’s not about having the flashiest AI model but about how data is managed across every interaction. Imagine a global retail brand with a network of physical stores, an e-commerce site, and active social media. An in-store shopper “likes” a product on Instagram, triggering an autonomous agent to send a personalized discount code. This leads them to a tailored shopping page based on their preferences, with items in their size, style, and budget. After the purchase, the agent follows up to ensure satisfaction and offers discounts on complementary items, creating a VIP-like experience. While AI can automate these touchpoints, the real enabler is a robust data platform that brings each data point into a cohesive, connected system. Without this, AI’s effectiveness is limited; Gartner predicts that 30% of generative AI projects will be abandoned by 2025 due to poor data quality. Why Data – Not a Custom AI Model – Drives Results Many companies think they need a custom-trained language model (LLM) to achieve superior customer insights. However, training an LLM is costly, requires specialized expertise, and lacks built-in permission controls. And because LLMs require constant updates to stay relevant, it’s a significant commitment with diminishing returns. Instead, a more practical approach is to integrate a pre-trained LLM with a data platform that aggregates data from diverse systems in real time. By providing AI with current, connected data, companies can enhance accuracy, identify trends, and respond to customer needs quickly. The Power of Integrated Data Platforms Consider the shopper who “liked” a social media post and then interacted with an autonomous agent. Alone, these interactions may not signify much, but together they reveal a clear buying intent. Scaling this approach allows brands to spot valuable opportunities faster. Autonomous agents can help sales teams prioritize prospects, resolve service cases, and drive sales – all in real time. This isn’t limited to retail. In healthcare, agents can streamline patient benefits verification, summarize insurance details, and assist with pharmacy coverage. From finance to manufacturing, data-enabled AI agents have endless applications. Metadata: The Secret to Seamless AI For AI to deliver tailored, high-value interactions, it needs organized data – and metadata is key. By categorizing and tagging data, metadata enables AI to find the right information, whether drafting a customer message or identifying top sales prospects. A unified data platform that harmonizes data and metadata yields sharper predictions and more personalized outputs, outperforming siloed data systems. Data-Driven Precision in Customer Experience An effective data platform is the backbone of an agile, customer-centric business, making AI far more than guesswork. By using data to understand customer needs in real time, businesses can deliver targeted, timely experiences that build loyalty and growth. A comprehensive data strategy is essential to unlocking AI’s potential. This data strategy guide provides best practices for aligning data with business goals, unearthing insights, and enhancing customer engagement. A unified data platform connects your organization around the customer – transforming a simple “like” into a sale, and a sale into loyalty. Without it, your AI is just guessing. 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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November 19, 2024in Data, Generative AI0 Comments
AI Agent Trends
19Nov

AI Agent Trends

AI Agents: Key Statistics and Trends for 2025 “The agent revolution is real and as exciting as the cloud, social, and mobile revolutions,” remarked Salesforce Chair and CEO Marc Benioff. “It will provide a level of transformation that we’ve never seen.” With the general availability of Agentforce, the era of AI-powered agents is officially here. These intelligent software agents, designed to perform tasks autonomously or in collaboration with humans, are already transforming businesses by driving efficiency and improving customer outcomes. AI Agents in Action Companies across the globe are leveraging AI agents to achieve remarkable results. For example, Wiley has seen a 40% boost in case resolution rates with Agentforce, far surpassing their previous bot’s performance. Other success stories from Saks and Opentable reinforce the ROI potential of this groundbreaking technology. Salesforce research highlights data from consumers, employees, and business leaders worldwide, demonstrating how AI agents address key pain points while unlocking significant opportunities for enterprises and individuals alike. Why Consumers Need AI Agents Traditional customer service processes often frustrate consumers, leading to inefficiency and dissatisfaction: AI agents are transforming this landscape with immediate, personalized assistance that minimizes wait times and eliminates repeated explanations. Consumer sentiment indicates a growing acceptance of this technology: Why Enterprises Need AI Agents For enterprises, inefficiency is a persistent challenge. Time-consuming administrative tasks often prevent workers from focusing on strategic, customer-centric activities: AI adoption is increasingly a priority for revenue-generating teams, with measurable benefits: Salesforce experts emphasize that while AI has already proven its value in service, sales, marketing, and commerce, the surface of its potential has only just been scratched. The Agent-First Future As organizations adopt an agent-first approach, they unlock opportunities to redefine operations, increase efficiency, and drive innovation: AI agents are not just the future—they’re the present solution to enduring challenges, empowering businesses to meet the demands of a rapidly evolving digital economy. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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November 19, 2024in Agentforce Platform, Data, Enterprise, Salesforce, Technology0 Comments
Generative AI Energy Consumption Rises
19Nov

AI for the Ho-Ho-Holidays

The Holiday Rush and AI’s Growing Role in Retail The holiday season is approaching quickly, with fewer days between Thanksgiving and Christmas this year than at any time since 2019. This condensed timeline makes Salesforce’s latest State of the Connected Customer report—this year titled State of the AI Connected Customer—particularly timely. The report, based on insights from over 15,000 consumers worldwide, focuses on the growing role of artificial intelligence (AI), specifically AI agents, in transforming customer experiences. With Salesforce’s recent launch of Agentforce, AI agents have taken center stage. According to Michael Affronti, SVP and General Manager of Commerce Cloud at Salesforce, the retail sector is already exploring this technology: “Retailers that we talk to are starting to implement AI agents. Unlike chatbots, AI agents can analyze customer data to make proactive recommendations and even take action. For consumers, AI agents create smoother checkout experiences, streamline returns, and deliver personalized shopping that feels like working with an incredible in-store associate. For retailers, AI agents drive higher margins and customer retention by delivering exceptional service. As we like to say, ‘There’s an agent for that.’” Rebuilding Trust with AI One of the most compelling use cases for AI agents, according to Affronti, lies in addressing declining consumer trust. Salesforce’s research highlights alarming trends: AI agents present an opportunity to rebuild trust by delivering reliable and transparent experiences. While consumer expectations for personalized service remain high, Salesforce data suggests that 30% of consumers would work with AI agents if it meant faster service. However, skepticism persists—curiosity is the top emotion associated with AI, followed closely by suspicion and anxiety. Transparency is crucial, as 40% of consumers are more likely to trust AI agents when their logic is explained, and there’s an option to escalate to a human. “Most people just want to know it’s AI, and then they’ll be comfortable,” Affronti notes. “Clarity about what the agent is doing, combined with the ability to talk to a real person, builds trust.” Three Opportunities for Retailers Affronti outlines three key strategies for retailers to embrace AI agents effectively this holiday season: Experimentation and Preparing for the Future For retailers not yet leveraging AI, Affronti advises starting small but experimenting now. For example, large brands like Saks are already piloting AI agents such as “Sophie,” which handles tasks like order management and learns new capabilities based on customer feedback. However, smaller businesses can also benefit from AI tools, such as generative AI for writing product descriptions or automating promotions, regardless of scale. “One of the great things about AI today is how democratized it has become,” Affronti explains. “Small businesses using Salesforce’s Commerce Cloud can leverage AI for tasks like creating product descriptions or automating translations, even if their catalog is limited.” Looking Ahead While this holiday season may not see a widespread rollout of AI-driven retail solutions, early adopters are already showcasing what’s possible. Retailers that embrace experimentation and lay the groundwork for AI-powered experiences today will likely see significant results by the 2025 holiday season. The key takeaway: now is the time to build the foundation for the future of AI in retail. 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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November 19, 2024in AI Tools, Artificial Intelligence, Data, Generative AI, Technology0 Comments
Salesforce Data Migration Tools
18Nov

Salesforce Data Migration Tools

In the current age of digital transformation, effective data migration is essential, especially as cloud adoption accelerates. Research from Foundry reveals that 63% of IT leaders have increased their cloud migrations, but 90% face challenges—primarily budgetary constraints. This highlights the importance of thoughtful planning and strategic execution. In this context, we’ll explore the significance of successful Salesforce data migration and present a nine-step roadmap to ensure a seamless transition. Additionally, we’ll cover solutions for data preparation and the top five Salesforce data migration tools that can help turn migration challenges into growth opportunities. Salesforce Data Migration ChecklistDownload our e-book to quickly and efficiently migrate data from Excel spreadsheets and CRM systems to Salesforce. Why is Data Migration Important?In 2010, I bought my first smartphone and struggled to transfer data from my outdated phone. My contacts were vital, but the old phone lacked proper data transfer options. Determined not to re-enter everything manually, I searched for a solution. Eventually, I found a method to extract data into a CSV file, which I converted to vCard format to transfer successfully. This experience reinforced how essential data migration is—not only for businesses but also for everyday situations. For organizations looking to modernize, data migration is a crucial step in upgrading IT infrastructure. It enables smooth transitions from legacy systems to modern platforms like Salesforce, enhancing efficiency, scalability, and data accessibility. Effective data migration improves data management, reduces costs tied to outdated systems, and supports better decision-making through improved analytics. It also ensures data integrity and security, aligning IT capabilities with evolving business needs, fostering innovation, and keeping a competitive edge. What is Data Migration in Salesforce?Whether you are already using Salesforce or considering adoption, one common question arises: “How do I migrate my data to Salesforce?” Salesforce data migration involves moving information from external systems like legacy CRMs or local databases into Salesforce. This process is critical not only for protecting data integrity but also for enabling better decision-making, improving customer service, and promoting organizational growth. A well-planned data migration strategy ensures a smooth transition to Salesforce, maximizing its potential and enhancing business efficiency. 9-Step Salesforce Data Migration PlanPreparing for a Salesforce data migration? Follow these nine essential steps for a seamless process: Need Help with Data Migration to Salesforce?We offer consulting services to guide you through the data migration process, from auditing data sources to executing the migration strategy. Tectonic is here to help. Top 5 Salesforce Data Migration ToolsHere’s a quick comparison of five Salesforce data migration tools to help you choose the right solution: For hassle-free data migration, reach out to Tectonic for a tailored plan that minimizes downtime and maximizes operational efficiency. 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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November 18, 2024in Data, Salesforce0 Comments
Salesforce Agentforce Integration
14Nov

Agentforce at Work

Agentforce Salesforce Agentforce in Action: A Practical Example of Using Agents in Salesforce Autonomous Agents on the Agentforce Platform Agentforce represents a transformative shift in Salesforce’s strategy, poised to redefine how users engage with their CRM. By introducing both assistive AI—enhanced by generative AI for capabilities like summaries and sales emails—and autonomous AI, which empowers agents to automate actions without human oversight, Agentforce helps users operate more efficiently in Salesforce. Despite the excitement around Agentforce, most blogs and marketing materials focus on AI hype rather than practical applications. This insight focuses on illustrating how these tools work and the tangible value they can provide for your organization’s custom processes. Curious about setting up Agentforce agents using both out-of-the-box actions and custom actions? Let’s dive in. What is Agentforce? Agentforce is Salesforce’s conversational AI tool for CRM. In simple terms, it lets users “talk” to Salesforce. Powered by generative AI and the Atlas Reasoning Engine, Agentforce processes user input to perform tasks like summarizing data from objects, updating fields, and generating content such as emails or knowledge articles. This innovative tool is only at the beginning of its journey, likely setting the stage for a future where CRM interactions may evolve beyond traditional form-based interfaces to more intuitive chatbot-style engagement. Scenario: Managing Sales Pipeline Consider a salesperson with the daily objectives of tracking deals, managing pipeline opportunities, and identifying potential risks. Traditionally, this would require manually navigating numerous Salesforce objects, risking data inconsistencies and user errors. Agentforce’s assistive actions can streamline much of this, automating processes to identify key deals, summarize progress, and track deal risks across the pipeline. Let’s take a closer look at configuring a custom action for a pipeline summary. All powered by Salesforce Agentforce. Step-by-Step Guide to Configuring a Pipeline Summary Action Agentforce Use Cases: Getting Started Agentforce offers powerful tools for implementing AI-based functions within Salesforce, but to realize productivity gains, consider the following: Agentforce’s standard actions are a great starting point, providing immediate productivity impacts that can be enhanced as you customize actions to meet specific needs. For tailored guidance on integrating Agentforce, explore Tectonic’s Salesforce Agentforce Consulting Services. Tectonic’s expertise can support your organization in optimizing user experience, boosting productivity, and training users to responsibly leverage Agentforce’s capabilities across industries and channels. 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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November 14, 2024in Agentforce Platform, Data, Generative AI, Mulesoft, Salesforce0 Comments
copilots and agentic ai
13Nov

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 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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November 13, 2024in Artificial Intelligence, Data, Generative AI, Salesforce, Technology0 Comments
Scarf and Salesforce
13Nov

Scarf and Salesforce

Scarf Integrates Open Source Software Tracking Platform with Salesforce At KubeCon + CloudNativeCon 2024, Scarf announced the integration of its open-source software usage tracking platform with Salesforce CRM. This integration arrives as debates around the definition and economics of open source remain a hot topic in the tech community. Scarf also introduced updates to its platform, including enhanced event data correction and flagging capabilities for improved accuracy in company matching and attribution. New data filtering options were also added for more refined data exports. The Scarf platform enables IT vendors to identify organizations consuming open-source software at significant scale, presenting opportunities to offer additional support or promote commercial add-ons for open-source tools. To date, the Scarf gateway has tracked over seven billion events, connecting usage data to specific organizations via attributes such as internet addresses. Strengthening the Open Source Ecosystem Scarf CEO Avi Press emphasized the platform’s role in maintaining the economic viability of the open-source ecosystem, often in partnership with organizations like The Linux Foundation. Without these insights, fewer IT vendors would sponsor open-source projects, Press noted, which would hinder the ecosystem’s growth and sustainability. However, the open-source community frequently experiences friction. Licensing changes by IT vendors often lead to project forks, with contributors reverting to previous licensing terms, sometimes backed by cloud providers. Press believes targeted commercial value opportunities—supported by tools like Scarf—can reduce this friction by fostering more productive engagements between vendors and organizations. Challenges and Evolving Definitions in Open Source While open source remains foundational to the tech world, it continues to face ideological and practical challenges. For decades, debates over licensing models have sparked disagreements, including the current contention around defining open-source AI models. Many models fail to disclose critical training details, leading to further disputes. Ultimately, each organization must navigate these issues by adopting its own definition of open source and deciding how best to support the ecosystem. Tools like Scarf’s platform aim to bridge gaps, enabling IT vendors and organizations to collaborate more effectively, ensuring the continued growth of open source. 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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November 13, 2024in Data, Salesforce, Technology0 Comments
Enterprises are Adopting AI-powered Automation Platforms
12Nov

Enterprises are Adopting AI-powered Automation Platforms

The rapid pace of AI technological advancement is placing immense pressure on teams, often leading to disagreements due to the unrealistic expectations businesses have for the speed and agility of new technology implementation. A staggering 88% of IT professionals report that they are unable to keep up with the flood of AI-related requests within their organizations. Executives from UiPath, Salesforce, ServiceNow, and ManageEngine offer insights into how enterprises can navigate these challenges. Leading enterprises are adopting AI-powered automation platforms that understand, automate, and manage end-to-end processes. These platforms integrate seamlessly with existing enterprise technologies, using AI to reduce friction, eliminate inefficiencies, and enable teams to achieve business goals faster, with greater accuracy and efficiency. This year’s innovation drivers include tools such as Intelligent Document Processing, Communications Mining, Process and Task Mining, and Automated Testing. “Automation is the best path to deliver on AI’s potential, seamlessly integrating intelligence into daily operations, automating backend processes, upskilling employees, and revolutionizing industries,” says Mark Gibbs, EMEA President, UiPath. Jessica Constantinidis, Innovation Officer EMEA at ServiceNow, explains, “Intelligent Automation blends Robotic Process Automation (RPA), Artificial Intelligence (AI), and Machine Learning (ML) with well-defined processes to automate decision-making outcomes.” “Hyperautomation provides a business-driven, disciplined approach that enterprises can use to make informed decisions quickly by analyzing process and data feedback within the organization,” adds Constantinidis. Thierry Nicault, AVP and General Manager at Salesforce Middle East, emphasizes that while companies are eager to embrace AI, the pace of change often leads to confusion and stifles innovation. He notes, “By deploying AI and Hyperintelligent Automation tools, organizations can enhance productivity, visibility, and operational transformation.” Automation is driving growth and innovation across industries. AI-powered tools are simplifying processes, improving business revenues, and contributing to economic diversification. Ramprakash Ramamoorthy, Director of AI Research at ManageEngine, highlights how Hyperintelligent Automation, powered by AI, uses tools like Natural Language Processing (NLP) and Intelligent Document Processing to detect anomalies, forecast business trends, and empower decision-making. The IT Pushback Despite enthusiasm for AI, IT professionals are raising concerns. A Salesforce survey revealed that 88% of IT professionals feel overwhelmed by the influx of AI-related requests, with many citing resource constraints, data security concerns, and data quality issues. Business stakeholders often have unrealistic expectations about how quickly new technologies can be implemented, creating friction. According to Constantinidis of ServiceNow, many organizations lack transparency across their business units, making it difficult to fully understand their processes. As a result, automating processes becomes challenging. She adds, “Before full hyperautomation is possible, issues like data validation, classification, and privacy must be prioritized.” Automation platforms need accurate data, and governance is crucial in managing what data is used for AI models. “You need AI skills to teach and feed the data, and you also need a data specialist to clean up your data lake,” Constantinidis explains. Gibbs from UiPath stresses that automation must be designed in collaboration with the business users who understand the processes and systems. Once deployed, a feedback loop ensures continuous improvement and refinement of automated workflows. Ramamoorthy from ManageEngine notes that adopting Hyperintelligent Automation alongside existing workflows poses challenges. Enterprises must evaluate their technology stack, considering the costs, skills required, and the potential benefits. Strategic Integration of AI and Automation To successfully implement Hyperintelligent Automation tools, enterprises need a blend of IT and business skills. Mark Gibbs of UiPath points out, “These skills ensure organizations can effectively implement, manage, and optimize hyperintelligent technologies, aligning them with organizational goals.” Salesforce’s Nicault adds, “Enterprises must empower both IT and business teams to embrace AI, fostering innovation while ensuring the technology delivers real value.” Business skills are equally crucial, including strategic planning, process analysis, and change management. Ramamoorthy emphasizes that these competencies help identify automation opportunities and align them with business goals. According to Bassel Khachfeh, Digital Solutions Manager at Omnix, automation must be implemented with a focus on regulatory and compliance needs specific to the industry. This approach ensures the technology supports future growth and innovation. Transforming Customer Experiences and Business Operations As automation evolves, it’s transforming not only back-end processes but also customer experiences and decision-making at every level. Constantinidis from ServiceNow explains that hyperintelligence enables enterprises to predict outcomes and avert crises by trusting AI’s data accuracy. Gibbs from UiPath adds that automation allows enterprises to unlock untapped opportunities, speeding up the transformation of manual processes and enhancing business efficiency. AI is already making an impact in areas like supply chain management, regulatory compliance, and customer-facing processes. Ramamoorthy of ManageEngine notes that AI-powered NLP is revolutionizing enterprise chatbots and document processing, enabling businesses to automate complex workflows like invoice handling and sentiment analysis. Khachfeh from Omnix highlights how Cognitive Automation platforms elevate RPA by integrating AI-driven capabilities, such as NLP and Optical Character Recognition (OCR), to further streamline operations. Looking Ahead Hyperintelligent Automation, driven by AI, is set to revolutionize industries by enhancing efficiency, driving innovation, and enabling smarter decision-making. Enterprises that strategically adopt these tools—by integrating IT and business expertise, prioritizing data governance, and continuously refining their automated workflows—will be best positioned to navigate the complexities of AI and achieve sustainable growth. 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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November 12, 2024in Agentforce Platform, Artificial Intelligence, Data, Enterprise, Salesforce, Technology0 Comments
Customer Service Week
12Nov

Customer Service Week

Engage Your Customer Service Team All Year — With Appreciation Recognizing your customer service team during National Customer Service Week (the first full week of October) is a great opportunity to show appreciation. But why limit it to one week, or to simple gestures like pastries or catered lunches? Your team works hard all year long! Here are four ways to show your customer service reps that you value their dedication and well-being every day. Why Customer Service Week Matters Customer Service Week is ainternational event dedicated to recognizing the essential role customer service reps play in delivering excellent customer experiences. With growing demands on reps, including handling more products and increasingly complex cases, it’s important to show appreciation and support. Our research shows that 69% of service leaders say rep attrition is a significant challenge, and more than half of reps experience burnout. Investing in your team can reduce turnover, prevent burnout, and improve overall customer satisfaction. Everyone deserves to be recognized for the contributions. Customer Service Week, Administrative Assistants Day, Best Boss Day — they all offer opportunities to focus on the good someone is doing in your organization and provide praise beyond a comment in a review or an attaboy. Here are four ways to make sure your reps feel supported during Customer Service Week—and all year long: 1. Foster Community Involvement Customer service reps often work around the clock to solve problems and assist customers. Connecting them with a supportive community can make all the difference, especially as AI continues to transform the customer service landscape. Encourage your reps to join Salesforce’s Serviceblazer Community, where they can gain new skills, connect with industry peers, and grow their careers. By fostering these connections, you show that you’re invested in their professional growth. As Serviceblazer Shonnah Hughes, VP at Salesforce, notes: “Your community helps you stay updated with the latest technology and enhances your skills, leading to career opportunities and personal growth.” Sean Lewis, principal solution consultant for Vicasso, shares that creating a dedicated Slack channel for best practices has improved customer service issue resolution and created a culture of gratitude. 2. Offer Professional Development Opportunities Invest in your team’s future by providing paid learning opportunities. Platforms like Salesforce’s Trailhead offer self-paced learning on a variety of topics, from communication skills to AI in customer service. Additionally, consider sponsoring team members for training courses, seminars, or workshops. This not only builds their skill sets but also shows you’re invested in their long-term success within the organization. You don’t have to send everyone to Dreamforce. But some of the smaller events might require less travel and more learning. If there isn’t a customer service Salesforce focused Meetup locally, sponsor one. Encourage networking. This might be where your next great employee is found. 3. Promote Skills Exchange Sessions Encourage skill-sharing among team members to build camaraderie and promote peer learning. Regularly schedule sessions where team members can teach one another valuable skills, such as how to leverage AI for writing customer responses or best practices for resolving complex cases. These sessions help create a collaborative work environment and enable the team to continuously improve. Record the sessions and add them to your Knowledge Base. Encourage staff to learn new skills to share. 4. Prioritize Health and Wellness Initiatives Supporting your team’s physical and mental health is key to maintaining productivity and morale. Consider introducing initiatives like fitness challenges, yoga sessions, or mental health workshops to reduce burnout and promote well-being. Offering access to wellness resources, gym memberships, or wellness stipends can also demonstrate your commitment to their overall health. Not only does the team appreciate these gestures, but helps them feel better all year long. 🔔🔔 Follow us on LinkedIn 🔔🔔 Ready to Put These Ideas into Action? A valued team is a highly motivated team. By implementing these four strategies—community involvement, professional development, skills exchanges, and wellness initiatives—you can show your customer service reps how much they mean to your organization. And the best part? You can engage and support them not just during Customer Service Week, but every day of the year—whether or not there are donuts involved. Salesforce provides a wide array of tools to help you with these four strategies. 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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November 12, 2024in Technology0 Comments
AI Won't Hurt Salesforce
12Nov

AI Won’t Hurt Salesforce

Marc Benioff Dismisses AI Threats, Sets Sights on a Billion AI Agents in One Year Salesforce CEO Marc Benioff has no doubts about the transformative potential of AI for enterprise software, particularly Salesforce itself. At the core of his vision are AI agents—autonomous software bots designed to handle routine tasks, freeing up human workers to focus on more strategic priorities. “What if your workforce had no limits? That’s a question we couldn’t even ask over the past 25 years of Salesforce—or the 45 years I’ve been in software,” Benioff said during an appearance on TechCrunch’s Equity podcast. The Billion-Agent Goal Benioff revealed that Salesforce’s recently launched Agentforce platform is already being adopted by “hundreds of customers” and aims to deploy a billion AI agents within a year. These agents are designed to handle tasks across industries—from enhancing customer experiences at retail brands like Gucci to assisting patients with follow-ups in healthcare. To illustrate, Benioff shared his experience with Disney’s virtual Private Tour Guides. “The AI agent analyzed park flow, ride history, and preferences, then guided me to attractions I hadn’t visited before,” he explained. Competition with Microsoft and the AI Landscape While Benioff is bullish on AI, he hasn’t hesitated to criticize competitors—particularly Microsoft. When Microsoft unveiled its new autonomous agents for Dynamics 365 in October, Benioff dismissed them as uninspired. “Copilot is the new Clippy,” he quipped, referencing Microsoft’s infamous virtual assistant from the 1990s. Benioff also cited Gartner research highlighting data security issues and administrative flaws in Microsoft’s AI tools, adding, “Copilot has disappointed so many customers. It’s not transforming companies.” However, industry skeptics argue that the real challenge to Salesforce isn’t Microsoft but the wave of AI-powered startups disrupting traditional enterprise software. With tools like OpenAI’s ChatGPT and Klarna’s in-house AI assistant “Kiki,” companies are starting to explore GenAI solutions that can replace legacy platforms like Salesforce altogether. For example, Klarna recently announced it was moving away from Salesforce and Workday, favoring GenAI tools that enable seamless, conversational interfaces and faster data access. Why Salesforce Is Positioned to Win Despite the noise, Benioff remains confident that Salesforce’s extensive data infrastructure gives it a significant edge. “We manage 230 petabytes of customer data with robust security and sharing models. That’s what allows AI to thrive in our ecosystem,” he said. While companies may question how other platforms like OpenAI handle data, Salesforce offers an integrated approach, reducing the need for complex data migrations to other clouds, such as Microsoft Azure. Salesforce’s Own Use of AI Benioff also highlighted Salesforce’s internal adoption of Agentforce, using AI agents in its customer service operations, sales processes, and help centers. “If you’re authenticated on help.salesforce.com, you’re already interacting with our agent,” he noted. AI Startups: Threat or Opportunity? As for concerns about AI startups overtaking Salesforce, Benioff sees them as acquisition opportunities rather than existential threats. “We’ve made over 60 acquisitions, many of them startups,” he said. He pointed to Agentforce itself, which was built using technology from Airkit.ai, a startup founded by a former Salesforce employee. Salesforce Ventures initially invested in Airkit.ai before acquiring and integrating it into its platform. The Path Forward Benioff is resolute in his belief that AI won’t hurt Salesforce—instead, it will revolutionize how businesses operate. While skeptics warn of a seismic shift in enterprise software, Benioff’s strategy is clear: lean into AI, leverage data, and stay agile through innovation and acquisitions. “We’re just getting started,” he concluded, reiterating his vision for a future where AI agents expand the possibilities of work and customer experience 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 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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November 12, 2024in Agentforce Platform, AI Tools, Data, Enterprise, Laws, Salesforce, Technology0 Comments
Salesforce CPQ Check Up
11Nov

Salesforce CPQ Check Up

A Salesforce CPQ Check Up is a comprehensive review of your system’s configuration and performance. It assesses how well your CPQ solution integrates with your business processes, highlighting any gaps hindering your sales efforts. From pricing rules to approval processes, a health check ensures seamless functionality and equips your sales reps with the tools they need to succeed.

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November 11, 2024in Data, Salesforce CPQ0 Comments

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