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Salesforce's Enterprise General Intelligence

Salesforce’s Enterprise General Intelligence

Salesforce is carving a distinct path in the AI landscape, diverging from the industry’s pursuit of Artificial General Intelligence (AGI). Instead, the company is tackling a pressing, practical challenge: ensuring AI is reliable for enterprise use. Salesforce’s Enterprise General Intelligence (EGI) framework prioritizes consistency, safety, and trustworthiness over speculative potential, aiming to deliver dependable AI for real-world business applications. The EGI FrameworkLarge language models (LLMs) excel at tasks like drafting emails or analyzing datasets but often exhibit “jagged intelligence”—impressive in some areas yet prone to basic errors or fabrications, known as hallucinations. These inconsistencies pose significant risks in enterprise settings, where errors can lead to compliance issues, financial losses, or eroded customer trust. Salesforce’s EGI framework addresses this by focusing on infrastructure that ensures AI reliability today, rather than chasing futuristic goals. From Inconsistency to DependabilitySalesforce likens LLMs to “an intern who writes flawless code but forgets to save the file.” To address this uneven performance, the company is enhancing its AI agents with layered reinforcement to boost consistency. Central to this effort is Agentforce, Salesforce’s agentic system, supported by the Atlas Reasoning Engine, which integrates internal and external data for more accurate reasoning and retrieval. Together, these form the core of EGI, aiming to make digital labor predictable and trustworthy. Rigorous Testing in Real-World ScenariosRather than relying solely on traditional benchmarks, Salesforce introduced CRMArena, a simulated environment that tests AI agents on practical CRM tasks like service support and analytics. Initial results show success rates below 65%, even with guided prompting, underscoring the challenges. However, this is precisely Salesforce’s point: stress-testing AI in realistic conditions exposes weaknesses before deployment, ensuring reliability in customer-facing roles. A Platform for Enterprise TrustSalesforce emphasizes that enterprises need more than powerful models—they require systems guaranteeing predictability and accountability at scale. EGI is positioned as a practical, present-focused solution, sidestepping AGI hype to deliver AI that businesses can trust today. While its long-term impact remains to be seen, Salesforce’s approach signals a pragmatic step toward reliable, enterprise-ready AI. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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AdventHealth Pioneers AI-Powered Denials Prevention Strategy

Transforming Denials Management from Reactive to Proactive While many health systems struggle with claim denial rates as high as 20%, AdventHealth is taking an innovative approach—using artificial intelligence to prevent denials before they occur. The Florida-based health system has implemented AI-driven tools that analyze medical documentation for potential issues prior to claim submission, creating a more efficient revenue cycle and better patient experience. “By identifying documentation gaps early, we’re able to address them before they become claim denials,” said Dr. Christopher Riccard, Vice President of Hospital Medicine and Clinical Documentation Integrity at AdventHealth. “This proactive approach helps us reduce delays and confusion for patients while protecting our revenue stream.” The High Cost of Claim Denials Claim denials represent more than just an administrative headache: “Denials don’t just hurt hospitals—they impact patients directly,” Riccard emphasized. “Our goal is to ensure accurate, timely billing so patients understand their financial responsibility without unnecessary delays.” How AI Prevents Denials Before They Happen AdventHealth’s partnership with Iodine Software has yielded a cutting-edge solution: Key results include: Building an Intelligent Revenue Cycle Ecosystem AdventHealth views AI-powered denials prevention as just the beginning. The health system is exploring broader applications of AI across the revenue cycle: Emerging Technologies in Action Human-Centered Implementation Riccard stresses that technology alone isn’t the solution: “Success requires thoughtful integration into existing workflows. We worked closely with our clinical teams to ensure these tools actually solve real problems rather than create new ones.” The Future of Revenue Cycle Management AdventHealth’s strategy represents a paradigm shift in healthcare finance: As Riccard notes: “Our ultimate goal is creating a self-correcting revenue cycle that supports both financial health and patient experience—where potential issues are identified and resolved almost before they emerge.” The health system’s approach demonstrates how AI, when implemented strategically, can transform one of healthcare’s most persistent challenges into an opportunity for improvement across clinical, financial, and patient experience domains. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Absorbs AI Recruitment Startup Moonhub

Salesforce Absorbs AI Recruitment Startup Moonhub

Salesforce Absorbs AI Recruitment Startup Moonhub in Talent Acquisition Push Salesforce has effectively acquired Moonhub, an AI-powered recruitment startup, though the financial terms remain undisclosed. The move follows Salesforce’s recent $8 billion deal for Informatica and its purchase of Convergence.ai, signaling aggressive expansion in enterprise AI. Moonhub, a Menlo Park-based firm founded in 2022 by ex-Meta engineer Nancy Xu, announced on its website that its team would transition to Salesforce, an early investor. While Salesforce clarified to TechCrunch that this does not constitute a formal acquisition (Moonhub will cease operations), key personnel will join the tech giant to bolster its AI initiatives, including Agentforce, Salesforce’s AI agent ecosystem. Why Moonhub? Moonhub specialized in AI-driven talent sourcing, automating candidate discovery, outreach, onboarding, and payroll. Its clients included Fortune 500 companies, and it had raised $14.4 million from backers like Khosla Ventures, GV (Google Ventures), and Salesforce Ventures. Xu emphasized cultural alignment, stating: “Salesforce shares our core values—customer trust and a belief in AI’s role in global innovation. Together, we’ll accelerate this mission.” The Bigger Picture: AI’s HR Takeover The deal reflects the rapid adoption of AI in HR, with 93% of Fortune 500 CHROs already deploying such tools (Gallup). However, reactions remain mixed as automation reshapes recruitment. What’s Next? With Moonhub’s team now inside Salesforce, expect tighter integration of AI agents into Salesforce’s talent solutions. Meanwhile, the startup’s standalone product will sunset, marking another example of Big Tech absorbing innovative AI ventures. Key Takeaways:✅ Moonhub’s team joins Salesforce (no formal acquisition, but a strategic absorption).🤖 Focus on AI recruitment tools (automated hiring, onboarding, payroll).📈 Part of Salesforce’s broader AI push (following Informatica, Convergence.ai deals).💡 HR AI adoption is booming—but not without controversy. Update: Clarified acquisition status per Salesforce’s statement. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Analytics tools like Einstein Analytics can identify patterns and trends in patient data, helping healthcare providers optimize workflows and improve the effectiveness of care delivery.

Zulekha Healthcare Group Accelerates Digital Transformation with Salesforce

Dubai, UAE – Zulekha Healthcare Group, one of the UAE’s largest private healthcare networks, is taking a major leap in digital innovation by adopting Salesforce Health Cloud and Marketing Cloud to enhance patient care and operational efficiency. A Legacy of Healthcare Excellence Founded in 1964, Zulekha Healthcare Group operates:🏥 Two multidisciplinary hospitals (Dubai & Sharjah)🏨 Two medical centers & five pharmacies⚕️ 285+ beds, 300+ doctors, and 600+ nursing staff🩺 30+ specialized medical disciplines The group also runs a smart medical fitness center, offering visa-related health assessments, vaccinations, and occupational health certifications—serving both residents and visitors in the UAE. Why Salesforce? Driving the Future of Patient-Centric Care With ambitious expansion plans, Zulekha sought a scalable, AI-powered CRM to: ✔ Unify patient data – Consolidating interactions from in-person visits, calls, emails, and messaging into a single 360° patient profile✔ Enhance engagement – Delivering personalized, automated communications via Marketing Cloud✔ Reduce missed appointments – Improving adherence to care plans through smarter scheduling and reminders✔ Boost operational efficiency – Streamlining workflows by integrating with existing ERP & EMR systems Leadership Perspectives: A Digital-First Vision Taher Shams, Managing Director, Zulekha Healthcare Group, emphasized: “Our mission is to make healthcare more accessible through innovation. Salesforce’s AI-driven solutions will help us elevate patient experiences, optimize operations, and reinforce our commitment to the UAE’s healthcare leadership.” Amit Khanna, SVP & GM, Salesforce Health, added: “Personalized care starts with deeper patient insights. We’re proud to partner with Zulekha and explore how AI can further enhance engagement and treatment outcomes.” The Road Ahead: AI, Growth & Seamless Care The integration positions Zulekha to leverage predictive analytics, automation, and AI—paving the way for:🔹 Smarter patient outreach🔹 Data-driven treatment plans🔹 Expansion across the UAE By embracing cloud-based, intelligent healthcare, Zulekha is setting a new standard for patient-first, digitally empowered care in the region. About Zulekha Healthcare GroupA pioneer in UAE healthcare, Zulekha Healthcare Group has served communities for nearly 60 years, offering specialized treatments, cutting-edge technology, and compassionate care across its network. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Why AI Won't Kill SaaS

CHROs Plan Major Expansion of Digital Labor and AI in the Workforce

CHROs Plan Major Expansion of Digital Labor and AI in the Workforce: Salesforce Report Salesforce’s global survey of 200 HR executives reveals that Chief Human Resources Officers (CHROs) are preparing for a significant shift toward AI-driven digital labor over the next two years, aiming to enhance productivity and reshape workforce dynamics. Key Findings: Human-AI Collaboration by 2030 Reskilling and Evolving Workforce Needs Future Workforce Structure Challenges and Next Steps Salesforce emphasizes a “cognitive upgrade” approach—reskilling employees to work alongside AI rather than merely transferring tasks to automation. As AI reshapes work, CHROs are positioned to lead this transformation, balancing efficiency with human-centric 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Why Salesforce Isn't Alarmist About AI

Why Salesforce Isn’t Alarmist About AI

Salesforce CEO Dismisses AI Job Loss Fears as “Alarmist,” Even as Company Cuts Hiring Due to AI San Francisco, CA — Salesforce isn’t alarmist about AI because they view it as a tool to augment human capabilities and enhance business processes, not as a threat to jobs. They are actively developing and implementing AI solutions like Einstein AI and Agentforce to improve efficiency and customer experience. While Salesforce has reduced some hiring in certain areas due to AI automation, they are also expanding hiring in other areas, according to the Business Journals.  Salesforce CEO Marc Benioff pushed back against warnings of widespread job losses from artificial intelligence during the company’s Wednesday earnings call, calling such predictions “alarmist.” However, his remarks came just as one of his top executives confirmed that AI is already reducing hiring at the tech giant. The debate over AI’s impact on employment—from generative tools like ChatGPT to advanced robotics and hypothetical human-level “digital workers”—has raged in the tech industry for years. But tensions escalated this week when Anthropic CEO Dario Amodei told Axios that businesses and governments are downplaying the risk of AI rapidly automating millions of jobs. “Most of them are unaware that this is about to happen,” Amodei reportedly said. “It sounds crazy, and people just don’t believe it.” Benioff, however, dismissed the notion. When asked about Amodei’s comments, he argued that AI industry leaders are succumbing to groupthink. He emphasized that AI lacks consciousness and cannot independently run factories or build self-replicating machines. “We aren’t exactly even to that point yet where all these white-collar jobs are just suddenly disappearing,” Benioff said. “AI can do some things, and while this is very exciting in the enterprise, we all know it cannot do everything.” He cited AI’s tendency to produce inaccurate “hallucinations” as a key limitation, noting that even if AI drafts a press release, humans would still need to refine it. While expressing respect for Amodei, Benioff maintained that “some of these comments are alarmist and get a little aggressive in the current form of AI today.” Yet, even as Benioff downplayed AI’s threat to jobs, Salesforce COO Robin Washington revealed that the company is already cutting hiring due to AI efficiencies. AI agents now handle vast numbers of customer service inquiries, reducing the need for new hires. About 500 customer support employees are being shifted to “higher-impact, data-plus-AI roles.” Washington also told Bloomberg that Salesforce is hiring fewer engineers, as AI agents act as assistants, boosting productivity without expanding headcount. (One area still growing? Sales teams pitching AI to other companies, according to Chief Revenue Officer Miguel Milano.) Salesforce’s Agentforce landing page highlights its AI-human collaboration model, boasting “Agents + Humans. Driving Customer Success together since October 2024.” A live tracker shows AI handling nearly as many support requests as humans—though human agents still lead by about 12%. The Broader AI Fear Factor Public anxiety around AI centers on: Hollywood dystopias like The Terminator and Maximum Overdrive amplify these fears, but experts argue reality is far less dramatic. Why AI Panic May Be Overblown Dr. Sriraam Natarajan, a computer science professor at UT Dallas and an AI researcher, reassures that AI lacks consciousness and cannot “think” like humans. “AI-driven Armageddon is not happening,” Natarajan said. “‘The Terminator’ is a great movie, but it’s fiction.” Key limitations of current AI: Natarajan acknowledges risks—like bad actors misusing AI—but stresses that safeguards are a major research focus. “I don’t fear AI; I fear people who misuse AI,” he said. Rather than replacing jobs, Natarajan sees AI as a productivity booster, handling repetitive tasks while humans focus on creativity and strategy. He highlights AI’s potential in medicine, climate science, and disaster prediction—but emphasizes responsible deployment. The Bottom Line While Benioff and other tech leaders dismiss doomsday scenarios, AI is already reshaping hiring—even at Salesforce. The real challenge lies in balancing innovation with workforce adaptation, ensuring AI augments rather than replaces human roles. For now, the robots aren’t taking over—but they are changing how companies operate. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Why Salesforce Release Management Matters

Salesforce Summer ’25 Release

Salesforce Summer ’25 Release: Key Updates & What You Need to Know The Salesforce Summer ’25 Release is here—packed with AI-powered automation, critical deprecations, and game-changing enhancements to Flow, Agentforce, and approvals. Whether you’re an admin, developer, or business leader, these updates will impact how you work on the platform. Let’s break down the biggest changes. 1. The End of Legacy Automation Tools Salesforce is officially sunsetting older automation features, pushing users toward next-gen solutions. Key Deprecations: 2. Flow Gets a Major Upgrade Flow is now faster, more intuitive, and packed with new features—making it the go-to automation tool. New Enhancements: ✔ Redesigned Flow Builder – Faster loading, responsive layouts, and mobile/tablet previews.✔ Rich In-Line Email Editor – No more external templates! Format emails directly in Flow with merge fields, colors, and styling.✔ Debug Fault Paths – Test error-handling logic for more reliable automations.✔ Reusable Flow Templates – Save and reuse common flow patterns across your org. Biggest Game-Changer: Flow-Based Approvals Salesforce is phasing out classic approval processes in favor of Flow-based approvals (though the old tool isn’t retired yet). Why switch? Action Item: Start testing Flow-based approvals in sandbox. 3. Agentforce Gets Smarter & More Versatile Salesforce’s AI-powered Agentforce is expanding beyond customer service into HR, field service, and sales. Key Upgrades: 🔹 Embed LWCs in Chatbots – Users can now interact with buttons, calendars, and custom UIs inside chat.🔹 New HR & Employee Service Templates – Automate onboarding, time-off requests, and internal workflows.🔹 Field Service AI Upgrades – Agents now: Action Item: Explore Agentforce for internal use cases (HR, IT, field service). 4. Admin Productivity Boosters Salesforce is making permissions and user management easier than ever. New Admin Features: 🔸 Bulk Object Permissions in Object Manager – No more jumping between permission sets!🔸 Enhanced Permission Set Summaries – Now includes tab access, public groups, and queues.🔸 Improved User Access Reports – Track permissions during onboarding/offboarding. 5. Release Timeline & Checklist When is Summer ‘25 Rolling Out? Your Summer ‘25 Prep Checklist ✅ Migrate off Workflow Rules & Process Builder → Move to Flow.✅ Audit API integrations → Ensure they use v31+.✅ Test outbound messaging → Confirm it works with 20s timeout.✅ Pilot Flow-based approvals → Start rebuilding in sandbox.✅ Explore Agentforce upgrades → Test chat LWC embeds & Siri voice.✅ Simplify permissions → Use bulk object permissions. Need Help Navigating These Changes? Transitioning to Flow, Agentforce, or new APIs can be complex. Our Salesforce experts can help you: Contact us today to get release-ready! Final Thought Salesforce is doubling down on AI, automation, and modern UX. The message is clear: The future is Flow, Agentforce, and clean data. Start preparing now! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Potential of GenAI in Healthcare

Generative AI Adoption Accelerates in Healthcare, Survey Reveals

Healthcare leaders are increasingly embracing generative AI to enhance administrative efficiency and clinical productivity, according to a new McKinsey & Company survey. The latest findings, based on Q4 2024 responses from 150 executives across payers, health systems, and healthcare technology firms, highlight rapid adoption and shifting investment priorities. Key Survey Insights Growing Adoption of Gen AI Partnerships Drive Implementation Top Use Cases: Efficiency & Engagement ROI Expectations Are High Strategic Recommendations McKinsey’s report emphasizes that successful gen AI integration requires: “As generative AI gains momentum, healthcare leaders must position their organizations for long-term success by prioritizing high-impact use cases and strategic partnerships,” the authors noted. The findings underscore generative AI’s expanding role in transforming healthcare operations, with early adopters already seeing measurable benefits. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Agentic AI Race

The Evolution Beyond AI Agents

The Evolution Beyond AI Agents: What Comes Next? The Rapid Progression of AI Terminology The landscape of artificial intelligence has undergone a remarkable transformation in just three years. What began with ChatGPT and generative AI as the dominant buzzwords quickly evolved into discussions about copilots, and most recently, agentic AI emerged as 2024‘s defining concept. This accelerated terminology cycle mirrors fashion industry trends more than traditional technology adoption curves. Major players including Adobe, Qualtrics, Oracle, OpenAI, and Deloitte have recently launched agentic AI platforms, joining earlier entrants like Microsoft, AWS, and Salesforce. This rapid market saturation suggests the industry may already be approaching the next conceptual shift before many organizations have fully implemented their current AI strategies. Examining the Staying Power of Agentic AI Industry analysts present diverging views on the longevity of the agentic AI concept. Brandon Purcell, a Forrester Research analyst, acknowledges the pattern of fleeting AI trends while recognizing agentic AI’s potential for greater staying power. He cites three key factors that may extend its relevance: Klaasjan Tukker, Adobe’s Senior Director of Product Marketing, draws parallels to mature technologies that have become invisible infrastructure. He predicts agentic AI will follow a similar trajectory, becoming so seamlessly integrated that users will interact with it as unconsciously as they use navigation apps or operate modern vehicles. The Automotive Sector as an AI Innovation Catalyst The automotive industry provides compelling examples of advanced AI applications that transcend current “agentic” capabilities. Modern autonomous vehicles demonstrate sophisticated AI behaviors including: These implementations suggest that what the tech industry currently labels as “agentic” may represent only an intermediate step toward more autonomous, context-aware systems. The Definitional Challenges of Agentic AI The technology sector faces significant challenges in establishing common definitions for emerging AI concepts. Adobe’s framework describes agents as systems possessing three core attributes: However, as Scott Brinker of HubSpot notes, the term “agentic” risks becoming overused and diluted as vendors apply it inconsistently across various applications and functionalities. Interoperability as the Critical Success Factor For agentic AI systems to deliver lasting value, industry observers emphasize the necessity of cross-platform compatibility. Phil Regnault of PwC highlights the reality that enterprise environments typically combine solutions from multiple vendors, creating integration challenges for AI implementations. Three critical layers require standardization: Without such standards, organizations risk creating new AI silos that mirror the limitations of legacy systems. The Future Beyond Agentic AI While agentic AI continues its maturation process, the technology sector’s relentless innovation cycle suggests the next conceptual breakthrough may emerge sooner than expected. Historical naming patterns for AI advancements indicate several possibilities: As these technologies evolve, they may shed specialized branding in favor of more utilitarian terminology, much as “software bots” became normalized after their initial hype cycle. The automotive parallel suggests that truly transformative AI implementations may become so seamlessly integrated that their underlying technology becomes invisible to end users—the ultimate measure of technological maturity. Until that point, the industry will likely continue its rapid cycle of innovation and rebranding, searching for the next paradigm that captures the imagination as powerfully as “agentic AI” has in 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Financial Services Cloud and Core

AgentForce for Financial Services

Salesforce Revolutionizes Financial Services with AI-Powered Agentforce Platform AI Agents Take on Banking, Insurance, and Advisory Roles Salesforce has launched a suite of prebuilt AI agent templates designed to automate critical functions across financial services—from loan processing to insurance underwriting and wealth management. Embedded within Financial Services Cloud, these AI assistants aim to reduce administrative burdens, enhance customer experiences, and boost operational efficiency for banks, insurers, and investment firms. Key Features of Agentforce for Financial Services ✔ Prebuilt AI agents for loan officers, financial advisors, and insurance agents✔ 24/7 automated customer service (balance inquiries, claims processing, policy quotes)✔ Meeting intelligence (automated note-taking, follow-ups, and data-driven insights)✔ Regulatory compliance baked into every AI action✔ Seamless integration with core banking and CRM systems How AI Agents Transform Financial Workflows 1. Financial Advisors: Smarter, Faster Client Interactions 2. Banking & Insurance: Instant, Accurate Customer Service 3. Digital Loan Officers: Faster Approvals, Fewer Delays Why Financial Firms Need Specialized AI Agents Traditional customer service struggles with:❌ Long hold times❌ Repetitive data entry❌ Inconsistent compliance checks Agentforce AI solves these pain points by:✅ Reducing manual work (80%+ of routine tasks automated)✅ Improving accuracy (data-driven decisions, no human errors)✅ Ensuring compliance (built-in regulatory safeguards) Real-World Impact: “Agentforce has already transformed our service operations. The speed of deployment and immediate productivity gains have us exploring AI for claims and procurement next.”— Matt Brasch, VP of Digital Operations, Cumberland Mutual LLC The Future of AI in Finance Salesforce emphasizes that AI won’t replace human experts—it will empower them. By offloading repetitive tasks, financial professionals can focus on:✔ High-value client relationships✔ Complex decision-making✔ Strategic business growth Coming Next: Final Takeaway Salesforce’s Agentforce for Financial Services marks a major leap in AI-driven banking and insurance automation. Firms adopting this technology can expect:🔹 Faster customer service🔹 Higher advisor productivity🔹 Stronger compliance🔹 Increased revenue per employee Ready to deploy AI agents in your financial workflows? Contact 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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AI Agent Revolution

The Salesforce AI Agent Maturity Model

The Salesforce AI Agent Maturity Model: A Roadmap for Scaling Intelligent Automation With 84% of CIOs believing AI will be as transformative as the internet, strategic adoption is no longer optional—it’s a competitive imperative. Yet many organizations struggle with where to begin, how to scale AI agents, and how to measure success. To help enterprises navigate this challenge, Salesforce has introduced the Agentic Maturity Model, a four-stage framework that guides businesses from basic automation to advanced, multi-agent ecosystems. “While agents can be deployed quickly, scaling them effectively requires a thoughtful, phased approach,” said Shibani Ahuja, SVP of Enterprise IT Strategy at Salesforce. “This model provides a clear roadmap to help organizations progress toward higher levels of AI maturity.” How Leading Companies Are Using the Framework Wiley: Building a Future-Ready AI Foundation “Visionary leadership is essential in today’s rapidly evolving AI landscape,” said Kevin Quigley, Director of Process Improvement at Wiley. “Salesforce’s framework ensures the building blocks we create today will support our long-term AI strategy.” Alpine Intel: Accelerating Efficiency in Insurance “Every minute saved counts in our high-volume claims business,” said Kelly Bentubo, Director of Architecture at Alpine Intel. “This model brings clarity to scaling AI—helping us move from time-saving automations to advanced multi-agent applications.” The Four Levels of Agentic Maturity Level 0: Fixed Rules & Repetitive Tasks (Chatbots & Co-pilots) What it is: Basic automation with no reasoning—think FAQ bots or scripted workflows.Example: A chatbot handling password resets via predefined decision trees. How to Advance to Level 1:✔ Identify rigid processes ripe for AI reasoning.✔ Measure time/cost savings from automation.✔ Start with low-risk, employee-facing agents. Level 1: Information Retrieval Agents What it is: AI that fetches data and suggests actions (but doesn’t act alone).Example: A support agent recommending troubleshooting steps from a knowledge base. How to Advance to Level 2:✔ Shift from recommendations to autonomous actions.✔ Improve data quality and governance.✔ Track metrics like case deflection and CSAT. Level 2: Simple Orchestration (Single Domain) What it is: Agents automating multi-step tasks within one system.Example: Scheduling meetings + sending follow-ups using calendar/email data. How to Advance to Level 3:✔ Choose between specialized agents or a “mega-agent.”✔ Extend capabilities with API integrations.✔ Design scalable architecture for future growth. Level 3: Complex Orchestration (Cross-Domain) What it is: AI coordinating workflows across departments (e.g., sales + service).Example: An agent analyzing CRM, support tickets, and financial data to optimize deals. How to Advance to Level 4:✔ Build a universal communication layer for agents.✔ Implement dynamic agent discovery & governance.✔ Measure ROI via cost savings and revenue impact. Level 4: Multi-Agent Ecosystems What it is: AI teams collaborating across systems with human oversight.Example: Agents processing orders, managing inventory, and routing feedback in real time. Maximizing Value:✔ Strengthen security for ecosystem-wide AI.✔ Develop new business models powered by agent collaboration.✔ Track revenue growth, retention, and operational efficiency. Beyond Technology: Key Implementation Factors “AI success hinges on more than just tech,” notes Ahuja. Organizations must: By addressing these pillars, businesses can accelerate AI adoption—turning experimentation into scalable, measurable value. Contact Tectonic today to harness the power of AI and move along the AI Agent maturity continuum. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Informatica, Agentforce, and Salesforce

Informatica, Agentforce, and Salesforce

Informatica and Salesforce Deepen AI Partnership to Power Smarter Customer Experiences Las Vegas, [May, 2025] – At Informatica World, Informatica (NYSE: INFA) announced an expanded collaboration with Salesforce to integrate its Intelligent Data Management Cloud (IDMC) with Salesforce Agentforce, enabling enterprises to deploy AI agents fueled by trusted, real-time customer data. Bringing Trusted Data to AI-Powered Workflows The integration centers on Informatica’s Master Data Management (MDM), which distills fragmented customer data into unified, accurate “golden records.” These records will enhance Agentforce AI agents—used by sales and service teams—to deliver: “Data is foundational for agentic AI,” said Tyler Carlson, SVP of Business Development at Salesforce. “With Informatica’s MDM, Salesforce customers can ground AI interactions in high-quality data for more targeted service and engagement.” Key Capabilities (Available H2 2025 on Salesforce AppExchange) “This is about action, not just insights,” emphasized Rik Tamm-Daniels, GVP of Strategic Ecosystems at Informatica. “We’re embedding reliable enterprise data directly into Agentforce to drive measurable outcomes.” Why It Matters As AI agents handle more customer interactions, data quality becomes critical. This partnership ensures Agentforce operates on clean, governed data—reducing hallucinations and bias while improving relevance. The MDM SaaS tools for Agentforce will enter pilot testing soon, with general availability slated for late 2025. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Agentic AI is Here

How IT Leaders Are Deploying Agentic AI to Transform Business Workflows

The next wave of enterprise AI isn’t just about chatbots—it’s about autonomous agents that execute complex workflows end-to-end. Leading CIOs and CTOs are now embedding agentic AI across sales, customer service, finance, and IT operations to drive efficiency, accuracy, and scalability. “We’re not just automating tasks—we’re reimagining how work gets done,” says Kellie Romack, CDIO at ServiceNow. The momentum is undeniable: So where are the biggest impacts? Here’s how forward-thinking execs are deploying AI agents today. 🚀 Top Use Cases for Agentic AI 1. Supercharging Sales & Pipeline Growth “Agentic AI helps sales teams focus on high-potential clients while automating routine follow-ups.” — Jay Upchurch, CIO, SAS 2. Hyper-Personalized Customer Experiences “We cut student research time from 35 minutes to under 3—freeing advisors for deeper mentorship.” — Siva Kumari, CEO, College Possible 3. Self-Healing IT & Security Operations Gartner predicts AI will reduce manual data integration work by 60%. 4. Frictionless Back-Office Automation “We’re targeting repetitive, rules-based workflows first—like finance and procurement.” — Milind Shah, CTO, Xerox 🔑 Key Implementation Insights What’s Working ✅ Start with high-volume, repetitive tasks (e.g., ticket routing, data entry)✅ Prioritize workflows with clean, structured data✅ Use AI for augmentation—not replacement Biggest Challenges ⚠️ Data integration hurdles (55% of leaders cite this as #1 blocker)⚠️ Governance & compliance risks⚠️ Testing non-deterministic AI outputs “The real breakthrough comes when AI agents collaborate across systems—not just operate in silos.” — Kellie Romack, ServiceNow 🔮 The Future: From Assistants to Autonomous Decision-Makers Early adopters see agentic AI evolving in three phases: Salesforce, Microsoft, and IBM are already rolling out agentic frameworks—but only 11% of enterprises have full-scale adoption today. “Soon, thousands of AI agents will work in the background like a digital workforce—always on, always improving.” — Romack Your Move Where could agentic AI eliminate bottlenecks in your workflows? The most successful implementations: The question isn’t if you’ll deploy AI agents—but where they’ll drive the most value first. How is your organization experimenting with agentic AI? Share your insights below! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Industry Clouds

Salesforce Industry Clouds: Tailored Solutions for Public Sector Transformation Government-Specific CRM Built for the Digital Era Salesforce Public Sector Solutions (PSS) represents a paradigm shift in government technology, offering purpose-built applications that combine the power of CRM with public sector operational needs. This comprehensive suite enables agencies to modernize constituent services while maintaining rigorous compliance standards. Core Differentiators Public Sector Solutions Architecture 1. Foundation Layer ![Government Cloud Infrastructure] 2. Government Data Model Standard Object Enhanced Capability Case Violation tracking, benefit eligibility Account Citizen/business entity differentiation Inspection Mobile checklist workflows 3. Prebuilt Applications Diagram Code Download License & Permits Dynamic Forms Fee Automation Grants Mgmt Application Portal Disbursement Tracking Key Solution Areas 🆘 Emergency Program Management 📑 License & Permit Management 🔍 Inspection Management 💰 Grants Management Implementation Framework Phased Rollout Approach Add-On Modules Proven Outcomes BioMADE Case StudyChallenge: 9-month grant approval cyclesSolution: PSS Grants Management + DocuSignResults: Local Government Impact python Copy Download # Productivity metrics after PSS adoption print(f”Case resolution time: {before_hrs}hrs → {after_hrs}hrs”) print(f”Constituent satisfaction: {before_score} → {after_score}”) Typical Output:Case resolution time: 72hrs → 18hrsConstituent satisfaction: 62% → 89% Why Governments Choose Salesforce “PSS allowed us to stand up pandemic relief programs in 11 days – something that previously took 11 months.”— State CIO, Northeast U.S. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Create a Service Provider Portal in PSS

Salesforce Industry Clouds: Tailored Solutions for Public Sector Transformation

Salesforce Public Sector Solutions (PSS) represents a paradigm shift in government technology, offering purpose-built applications that combine the power of CRM with public sector operational needs. This comprehensive suite enables agencies to modernize constituent services while maintaining rigorous compliance standards. Core Differentiators Public Sector Solutions Architecture 1. Foundation Layer ![Government Cloud Infrastructure] 2. Government Data Model Standard Object Enhanced Capability Case Violation tracking, benefit eligibility Account Citizen/business entity differentiation Inspection Mobile checklist workflows 3. Prebuilt Applications Diagram Code Download License & Permits Dynamic Forms Fee Automation Grants Mgmt Application Portal Disbursement Tracking Key Solution Areas 🆘 Emergency Program Management 📑 License & Permit Management 🔍 Inspection Management 💰 Grants Management Implementation Framework Phased Rollout Approach Add-On Modules Proven Outcomes BioMADE Case StudyChallenge: 9-month grant approval cyclesSolution: PSS Grants Management + DocuSignResults: Local Government Impact python Copy Download # Productivity metrics after PSS adoption print(f”Case resolution time: {before_hrs}hrs → {after_hrs}hrs”) print(f”Constituent satisfaction: {before_score} → {after_score}”) Typical Output:Case resolution time: 72hrs → 18hrsConstituent satisfaction: 62% → 89% Why Governments Choose Salesforce “PSS allowed us to stand up pandemic relief programs in 11 days – something that previously took 11 months.”— State CIO, Northeast U.S. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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