With this integration, Carrington Labs empowers financial institutions to confidently manage credit risk while optimizing their Salesforce workflows—paving the way for faster decisions, deeper insights, and enhanced operational efficiency.
Salesforce AI and Cohere-Powered Slack Agents: Seamless CRM Data Interaction and Enhanced Productivity Slack agents, powered by Salesforce AI and integrated with Cohere, enable seamless interaction with CRM data within the Slack platform. These agents allow teams to use natural language to surface data insights and take action, simplifying workflows. With Slack’s AI Workflow Builder and support for third-party AI agents, including Cohere, productivity is further enhanced through automated processes and customizable AI assistants. By leveraging these technologies, Slack agents provide users with direct access to CRM data and AI-powered insights, improving efficiency and collaboration. Key Features of Slack Agents: Salesforce AI and Cohere Productivity Enhancements with Slack Agents: Salesforce AI and Cohere AI Agent Capabilities in Slack: Salesforce and Cohere Data Security and Compliance for Slack Agents FAQ What are Slack agents, and how do they integrate with Salesforce AI and Cohere?Slack agents are AI-powered assistants that enable teams to interact with CRM data directly within Slack. Salesforce AI agents allow natural language data interactions, while Cohere’s integration enhances productivity with customizable AI assistants and automated workflows. How do Salesforce AI agents in Slack improve team productivity?Salesforce AI agents enable users to interact with both CRM and conversational data, update records, and analyze opportunities using natural language. This integration improves workflow efficiency, leading to a reported 47% productivity boost. What features does the Cohere integration with Slack AI offer?Cohere integration offers customizable AI assistants that can help generate workflows, summarize channel content, and provide intelligent responses to user queries within Slack. How do Slack agents handle data security and compliance?Slack agents leverage cloud-native DLP solutions, automatically detecting sensitive data across different file types and setting up automated remediation processes for enhanced security and compliance. Can Slack agents work with AI providers beyond Salesforce and Cohere?Yes, Slack supports AI agents from various providers. In addition to Salesforce AI and Cohere, integrations include Adobe Express, Anthropic, Perplexity, IBM, and Amazon Q Business, offering users a wide array of AI-powered capabilities. 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
In need of help to implement requisite configuration updates to establish a usable data model for data segmentation that supports best practices utilization of Marketing Cloud features including Contact Builder, Email Studio and Journey Builder.
Not long ago, financial services companies were still struggling with the challenge of customer data trapped in silos. Though it feels like a distant issue, this problem remains for many large organizations unable to integrate different divisions that deal separately with the same customers. Salesforce AI evolves with tools like Agentforce and Atlas. The solution is a concept known as a “single source of truth.” This theme took center stage at Dreamforce 2024 in San Francisco, hosted by Salesforce (NYSE). The event showcased Salesforce’s latest AI innovations, including Agentforce, which is set to revolutionize customer engagement through its advanced AI capabilities. Agentforce, which becomes generally available on October 25, enables businesses to deploy autonomous AI agents to manage a wide variety of tasks. These agents differ from earlier Salesforce-based AI tools by leveraging Atlas, a cutting-edge reasoning engine that allows the bots to think like human beings. Unlike generative AI models, which might write an email based on prompts, Agentforce’s AI agents can answer complex, high-order questions such as, “What should I do with all my customers?” The agents break down these queries into actionable steps—whether that’s sending emails, making phone calls, or texting customers—thanks to the deep capabilities of Atlas. Atlas is at the heart of what makes these AI agents so powerful. It combines multiple large language models (LLMs), large action models (LAMs), and retrieval-augmented generation (RAG) modules, along with REST APIs and connectors to various datasets. This robust system processes user queries through multiple layers, checking for validity and then expanding the query into manageable chunks for processing. Once a query passes through the chit-chat detector—which filters out non-relevant inputs—it enters the evaluation phase, where the AI determines if it has enough data to provide a meaningful answer. If not, the system loops back to the user for more information in a process Salesforce calls the agentic loop. The fewer loops required, the more efficient the AI becomes, making the experience seamless for users. Phil Mui, Senior Vice President of Salesforce AI Research, explained that the AI agents created via Agentforce are powered by the Atlas reasoning engine, which makes use of several key tools like a re-ranker, a refiner, and a response synthesizer. These tools ensure that the AI retrieves, ranks, and synthesizes relevant information to generate high-quality, natural language responses for the user. But Salesforce’s AI agents don’t stop at automation—they also emphasize trust. Before responses reach users, they go through additional checks for toxicity detection, bias prevention, and personally identifiable information (PII) masking. This ensures that the output is both accurate and safe. The potential of Agentforce is massive. According to Wedbush, Salesforce’s AI strategy could generate over $4 billion annually by 2025. Wedbush analysts recently increased their price target for Salesforce stock to $325, reflecting the strong customer reception of Agentforce’s AI ecosystem. While some analysts, such as Yiannis Zourmpanos from Seeking Alpha, have expressed caution due to Salesforce’s high valuation and slower revenue growth, the company’s continued focus on AI and multi-cloud solutions places it in a strong position for the future. Robin Fisher, Salesforce’s head of growth markets for Europe, the Middle East, and Africa, highlighted two major takeaways from Dreamforce for African businesses: the Data Cloud and AI. Data Cloud provides a 360-degree view of the customer, consolidating data into a single source of truth without requiring full data migration. Meanwhile, Agentforce’s autonomous AI agents will drive operational efficiency across industries, especially in markets like Africa. Zuko Mdwaba, Salesforce’s managing director for South Africa, added that the company’s decade-long AI journey is culminating in its most advanced AI offerings yet. This new wave of AI, he said, is transforming not just customer engagement but also internal operations, empowering employees to focus on more strategic tasks while AI handles repetitive ones. The future is clear: as AI evolves with tools like Agentforce and Atlas, businesses across sectors, from banking to retail, are poised to harness the transformative power of autonomous technology and data-driven insights, finally breaking free from the silos of the past. 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
Salesforce Einstein Copilot Security: How It Works and Key Risks to Mitigate for a Safe Rollout With the official rollout of Salesforce Einstein Copilot, this conversational AI assistant is set to transform how sales, marketing, and customer service teams interact with both customers and internal documentation. Einstein Copilot understands natural language queries, streamlining daily tasks such as answering questions, generating insights, and performing actions across Salesforce to boost productivity. Salesforce Einstein Copilot Security However, alongside the productivity gains, it’s essential to address potential risks and ensure a secure implementation. This Tectonic insight covers: Einstein Copilot Use Cases Einstein Copilot enables users to: All of these actions can be performed with simple, natural language prompts, improving efficiency and outcomes. How Einstein Copilot Works Here’s a simplified breakdown of how Einstein Copilot processes prompts: The Einstein Trust Layer Salesforce has built the Einstein Trust Layer to ensure customer data is secure. Customer data processed by Einstein Copilot is encrypted, and no data is retained on the backend. Sensitive data, such as PII (Personally Identifiable Information), PCI (Payment Card Information), and PHI (Protected Health Information), is masked to ensure privacy. Additionally, the Trust Layer reduces biased, toxic, and unethical outputs by leveraging toxic language detection. Importantly, Salesforce guarantees that customer data will not be used to train the AI models behind Einstein Copilot or be shared with third parties. The Shared Responsibility Model Salesforce’s security approach is based on a shared responsibility model: This collaborative model ensures a higher level of security and trust between Salesforce and its customers. Best Practices for Securing Einstein Copilot Rollout Prepare Your Salesforce Org for Einstein Copilot To ensure a smooth rollout, it’s critical to assess your Salesforce security posture and ready your data. Tools like Salesforce Shield can help organizations by: By following these steps, you can utilize the power of Einstein Copilot while ensuring the security and integrity of your data. 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
Introducing Agentforce Service Agent: Salesforce’s Autonomous AI to Transform Chatbot Experiences Accelerate case resolutions with an intelligent, conversational interface that uses natural language and is grounded in trusted customer and business data. Deploy in minutes with ready-made templates, Salesforce components, and a large language model (LLM) to autonomously engage customers across any channel, 24/7. Establish clear privacy and security guardrails to ensure trusted responses, and escalate complex cases to human agents as needed. Editor’s Note: Einstein Service Agent is now known as Agentforce Service Agent. Salesforce has launched Agentforce Service Agent, the company’s first fully autonomous AI agent, set to redefine customer service. Unlike traditional chatbots that rely on preprogrammed responses and lack contextual understanding, Agentforce Service Agent is dynamic, capable of independently addressing a wide range of service issues, which enhances customer service efficiency. Built on the Einstein 1 Platform, Agentforce Service Agent interacts with large language models (LLMs) to analyze the context of customer messages and autonomously determine the appropriate actions. Using generative AI, it creates conversational responses based on trusted company data, such as Salesforce CRM, and aligns them with the brand’s voice and tone. This reduces the burden of routine queries, allowing human agents to focus on more complex, high-value tasks. Customers, in turn, receive faster, more accurate responses without waiting for human intervention. Available 24/7, Agentforce Service Agent communicates naturally across self-service portals and messaging channels, performing tasks proactively while adhering to the company’s defined guardrails. When an issue requires human escalation, the transition is seamless, ensuring a smooth handoff. Ease of Setup and Pilot Launch Currently in pilot, Agentforce Service Agent will be generally available later this year. It can be deployed in minutes using pre-built templates, low-code workflows, and user-friendly interfaces. “Salesforce is shaping the future where human and digital agents collaborate to elevate the customer experience,” said Kishan Chetan, General Manager of Service Cloud. “Agentforce Service Agent, our first fully autonomous AI agent, will revolutionize service teams by not only completing tasks autonomously but also augmenting human productivity. We are reimagining customer service for the AI era.” Why It Matters While most companies use chatbots today, 81% of customers would still prefer to speak to a live agent due to unsatisfactory chatbot experiences. However, 61% of customers express a preference for using self-service options for simpler issues, indicating a need for more intelligent, autonomous agents like Agentforce Service Agent that are powered by generative AI. The Future of AI-Driven Customer Service Agentforce Service Agent has the ability to hold fluid, intelligent conversations with customers by analyzing the full context of inquiries. For instance, a customer reaching out to an online retailer for a return can have their issue fully processed by Agentforce, which autonomously handles tasks such as accessing purchase history, checking inventory, and sending follow-up satisfaction surveys. With trusted business data from Salesforce’s Data Cloud, Agentforce generates accurate and personalized responses. For example, a telecommunications customer looking for a new phone will receive tailored recommendations based on data such as purchase history and service interactions. Advanced Guardrails and Quick Setup Agentforce Service Agent leverages the Einstein Trust Layer to ensure data privacy and security, including the masking of personally identifiable information (PII). It can be quickly activated with out-of-the-box templates and pre-existing Salesforce components, allowing companies to equip it with customized skills faster using natural language instructions. Multimodal Innovation Across Channels Agentforce Service Agent supports cross-channel communication, including messaging apps like WhatsApp, Facebook Messenger, and SMS, as well as self-service portals. It even understands and responds to images, video, and audio. For example, if a customer sends a photo of an issue, Agentforce can analyze it to provide troubleshooting steps or even recommend replacement products. Seamless Handoffs to Human Agents If a customer’s inquiry requires human attention, Agentforce seamlessly transfers the conversation to a human agent who will have full context, avoiding the need for the customer to repeat information. For example, a life insurance company might program Agentforce to escalate conversations if a customer mentions sensitive topics like loss or death. Similarly, if a customer requests a return outside of the company’s policy window, Agentforce can recommend that a human agent make an exception. Customer Perspective “Agentforce Service Agent’s speed and accuracy in handling inquiries is promising. It responds like a human, adhering to our diverse, country-specific guidelines. I see it becoming a key part of our service team, freeing human agents to handle higher-value issues.” — George Pokorny, SVP of Global Customer Success, OpenTable. Content updated October 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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
Safeguarding Data Privacy and Security in the Digital Age with iDataMasker In today’s digital transformation era, data privacy and security are paramount for organizations worldwide. As cloud-based platforms like Salesforce become integral to business operations, robust solutions to protect sensitive information are essential. iDataMasker for Salesforce FinTech powers security in Salesforce banking solutions. Introducing iDataMasker on Salesforce AppExchange IntellectAI has launched iDataMasker, an advanced data obfuscation application, now available on the Salesforce AppExchange marketplace. This innovative tool is set to revolutionize data security within Salesforce environments. Addressing the Threat of Data Breaches Data breaches and unauthorized access can lead to significant financial losses, reputational damage, and legal issues for organizations. With stringent data protection regulations such as GDPR and CCPA, companies must take proactive steps to ensure compliance. iDataMasker provides a comprehensive solution with advanced anonymization techniques to uphold the highest standards of data privacy and security. Key Features of iDataMasker Compliance and Data Security Compliance with industry regulations and standards is crucial for businesses. iDataMasker helps organizations achieve compliance effortlessly with its robust data masking capabilities. Whether handling personally identifiable information (PII), financial data, or healthcare records, iDataMasker ensures sensitive data remains protected and compliant. Enhancing Organizational Data Security By safeguarding sensitive information from unauthorized access and data breaches, iDataMasker enhances an organization’s overall data security posture. This instills confidence in both the company and its customers, knowing that their data is secure within the Salesforce environment. Usability and Operational Efficiency iDataMasker maintains data privacy while ensuring information remains usable for business processes. This allows companies to harness data-driven insights without compromising confidentiality. Rigorous data masking policies help maintain data integrity and foster a culture of responsible data management, strengthening data governance practices. Using obfuscated data that mirrors real-world scenarios, iDataMasker streamlines processes such as testing, training, and development. Organizations can work with realistic data without compromising confidentiality, leading to improved operational efficiency and faster time-to-market. Building Customer Trust Demonstrating a strong commitment to data privacy and security is vital for building customer trust and loyalty. By implementing iDataMasker, organizations can show their dedication to protecting customer data, fostering long-lasting relationships based on trust and transparency. Conclusion In today’s digital landscape, data privacy and security are non-negotiable. iDataMasker, developed by IntellectAI and available on the Salesforce AppExchange marketplace, offers a powerful solution to address these critical concerns. Leveraging advanced data masking techniques, flexible configuration options, seamless integration, and compliance readiness, iDataMasker empowers organizations to safeguard their sensitive data while fully embracing the potential of Salesforce. 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
Is It Time to Upgrade Your Web Analytics? For years, you might have relied on free web analytics tools, thinking they do the job or resigning yourself to an “it is what it is” mindset. But what if there’s a better way to truly understand your customers and supercharge your marketing efforts? Upgrading to a premium analytics solution could be a game changer for your brand and your peace of mind. What is the Cost of Free Analytics? It’s time to move beyond those so-called free tools (which aren’t really free when you factor in hidden costs) and invest in a robust analytics solution. The right tool can transform your approach—imagine saying goodbye to the hassle of patching together data or juggling disparate reports. With clear, comprehensive insights into customer interactions, you’ll make smarter, data-driven decisions across your business. The Pitfalls of Free Analytics Tools While free analytics tools might seem like a cost-effective choice, they come with significant drawbacks. They often offer limited functionality, delayed or incomplete data, siloed reporting, and compliance risks. Relying on these tools can lead to guesswork and errors, resulting in costly mistakes. Limited Functionality Free analytics tools barely skim the surface of what’s possible with data collection and reporting. They depend on third-party cookies and route your data through their servers, providing you with only partial insights. Essential features like persistent digital identity tracking, profile building, journey mapping, predictive analytics, and machine learning capabilities are typically missing. In contrast, premium tools leverage advanced algorithms and machine learning to unearth valuable data patterns and insights. For instance, a premium tool might reveal that users who view a product page after watching a related video are significantly more likely to make a purchase—information that could greatly influence your marketing strategy. Subpar Data Quality Free tools often lag in delivering real-time data, giving you an outdated snapshot of customer interactions. Timely data is crucial for agile marketing—without it, you risk missing out on opportunities and wasting ad spend. Stale data leads to missed chances and inefficiencies. Reporting Silos and Inaccuracies Free analytics solutions typically don’t integrate data across your organization, resulting in fragmented and siloed information. Different teams may have access to unaligned reports, often requiring multiple tools to piece together insights. This lack of a unified source of truth makes it impossible to get a comprehensive view of customer interactions across various touchpoints. Organizational Inefficiencies Managing free tools can be resource-intensive. They often require extensive tagging and manual upkeep, leading to increased costs and the risk of inaccurate data due to broken or altered tags. This inefficiency can impact long-term business decisions and strategic planning. Compliance Risks Free tools often involve sending your data to external servers, raising concerns about data loss, latency, and compliance with privacy regulations. These tools process your digital engagement and Personally Identifiable Information (PII) on their servers, complicating the task of maintaining regulatory standards and ensuring data security. The True Cost of Free Tools The reality is, “free” isn’t really free. The hidden costs and risks associated with free analytics tools can outweigh their benefits. While premium analytics solutions may seem expensive at first glance, they offer superior insights and performance improvements that provide a competitive edge. With accurate, real-time data and advanced features, investing in a premium tool is a decision that pays off. Remember, the old adage “nothing’s free” rings true—don’t jeopardize your brand’s success with subpar tools that end up costing more in the long run! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
Large children’s hospital needs a usable data model and enhanced security to deliver excellent patient outcomes. Healthcare Health Cloud Marketing Cloud Large Childrens Hospital. Industry: Healthcare Client is a large children’s hospital with pediatric healthcare offering acute care. Problem: Implemented : Our solution? Results: In order to improve operations, provide physician-facing services, and move data—including PHI and PII—to the cloud, we have assisted healthcare providers in overcoming these obstacles. Salesforce offers all-inclusive solutions specifically designed to meet the demands of payers (insurance companies) and providers (healthcare organizations). Better health outcomes, more operational effectiveness, and increased patient engagement are the goals of these solutions. Salesforce solutions for the health and life sciences are tailored to the particular requirements of the medical industry. Salesforce offers digital transformation technology for health and life sciences industries. If you are considering a Salesforce healthcare implementation, contact Tectonic today. Like2 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
The Einstein Trust Layer, seamlessly integrated into the Salesforce Platform, serves as a secure AI architecture designed to meet enterprise security standards. This foundational layer prioritizes stringent security measures, allowing teams to harness the power of generative AI without compromising customer data. Simultaneously, it empowers companies to make the most of their trusted data, thereby enhancing the precision of generative AI responses. Key features of the Einstein Trust Layer include: Integrated and Grounded: An inherent component of every Einstein Copilot, the Trust Layer ensures that generative prompts are firmly rooted and enriched in trusted company data. Its integration with Salesforce Data Cloud establishes a seamless connection, reinforcing the reliability and relevance of generative responses. Zero-Data Retention and PII Protection: Companies can trust that their data will never be retained by third-party Large Language Model (LLM) providers. The Trust Layer incorporates masking techniques for personally identifiable information (PII), ensuring an added layer of data privacy. Toxicity Awareness and Compliance-Ready AI Monitoring: A dedicated safety-detector LLM within the Trust Layer acts as a guard against toxicity, assessing risks to brand reputation by scoring AI generations. This scoring mechanism instills confidence in the safety of responses. Moreover, each AI interaction is meticulously recorded in a secure, monitored audit trail, providing companies with visibility and control over how their data is utilized and ensuring compliance readiness. In alignment with Microsoft’s introduction of Copilot solutions powered by generative AI, Salesforce is leveraging the capabilities of Large Language Models (LLMs) to empower professionals in sales, marketing, and customer service. Building on Salesforce’s existing suite of Einstein AI features, the company unveiled “Einstein 1” this year—a next-generation suite of tools empowering users to seamlessly integrate AI into their everyday workflows. At the core of this advancement is the Einstein Copilot solution, complemented by the new Copilot studio and the Einstein Trust Layer. Like2 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
The Einstein Trust Layer is a secure AI architecture. It is natively built into the Salesforce Platform. Designed for enterprise security standards the Einstein Trust Layer continues to allow teams to benefit from generative AI. Without compromising their customer data, while at the same time letting companies use their trusted data to improve generative AI responses: Trusted AI starts with securely grounded prompts. A prompt is a canvas to provide detailed context and instructions to Large Language Models. The Einstein Trust layer allows you to responsibly ground all of your prompts in customer data and mask that data when the prompt is shared with Large Language Models*. With our Zero Retention architecture, none of your data is stored outside of Salesforce. Salesforce gives customers control over the use of their data for AI. Whether using our own Salesforce-hosted models or external models that are part of our Shared Trust Boundary, like OpenAI, no context is stored. The large language model forgets both the prompt and the output as soon as the output is processed. 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
Syncing Google Analytics Data to CRM Analytics To integrate Google Analytics and Salesforce Integration using the Google Analytics connector, follow these steps: Important Note: As of July 1, 2023, the main product Google Analytics has been decommissioned and replaced with the new product Google Analytics 4 (GA4). The Salesforce announcement GA4 Set to Replace Universal Analytics gives an overview on this. Creating a Connection Required Settings: Google Analytics 4 Integration To sync Google Analytics 4 data to Salesforce Data Pipelines: Connector Considerations: Google Analytics Salesforce Sales Cloud Integration User Identification Analytics provides two methods to identify users: Required Salesforce Sales Cloud Objects and Fields: Integration Steps: Testing and Viewing Imported Data: Notes: Google Data Studio and Salesforce Integration Connecting Salesforce with Google Data Studio allows for powerful visualizations that combine sales and marketing data. This integration helps in understanding which channels generate the most leads and income. Google Analytics 4 Connection Setup: Connection Details: Advanced Properties: Considerations: By following these steps, you can seamlessly integrate Google Analytics data into your CRM Analytics and Salesforce Data Pipelines, ensuring robust data analysis and informed decision-making. Decide How to Identify Your Users: Analytics offers two ways to programmatically identify your users: Client ID and User-ID. To support Data Import for Salesforce Sales Cloud, you must implement Client ID. You may optionally choose to also implement User-ID. Client ID pseudonymously identifies a browser instance and is best suited for businesses focused on lead generation and new customer acquisition. User-ID enables the analysis of groups of sessions, across devices, using a unique, persistent, and non-personally identifiable ID string representing a user. This option is best for businesses with high rates of logged-in users. How to Import CRM/ERP Data with Google Analytics 4 Using a CSV File: Transitioning to Google Analytics 4: As of March 2023, Google has automatically created GA4 properties for users unless they opt-out. Until July 1, 2023, you can continue to use and collect new data in your Universal Analytics properties. After this date, you must export your historical reports as Universal Analytics will be phased out. How Does Google Help Salesforce Marketing Cloud Users? Google Analytics provides invaluable insights into user behavior, helping Salesforce Marketing Cloud users optimize campaigns and understand customer journeys. Integration with the Google platform allows businesses to combine offline sales data with digital analytics, optimizing digital marketing strategies and improving campaign effectiveness. Additional Integration: Using datasets from Google Analytics and Google BigQuery, businesses can create interactive Tableau CRM dashboards to visualize campaign activities and performance metrics. By following these guidelines, organizations can leverage Google Analytics data effectively within their Salesforce ecosystem, enhancing decision-making and strategic planning. Content updated July 2024. 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
Salesforce Technology Services Integrator – Tectonic has successfully delivered Salesforce in a variety of industries including Public Sector, Hospitality, Manufacturing, and Health Life Sciences. Read on about Tectonic’s successful Salesforce track record. Our primary focus is assisting clients with their Salesforce needs to solve business challenges. We work at the intersection of CRM, Marketing, Big Data, and Analytics. Public Sector Experience/Focus Proven Delivery – Tectonic delivers Salesforce Implementation, Integration and Managed Services, utilizing a modified Waterfall / Agile Delivery Method, leveraging US and International Delivery Center (IDC) resources, and delivering with strong, experienced Project Management Health and Life Sciences Focus We’ve helped healthcare providers navigate the challenges of moving data, including PHI and PII, into the cloud, providing physician facing services and improving operations. Salesforce provides comprehensive solutions tailored for the healthcare industry, addressing the specific needs of both payers (insurance providers) and providers (healthcare organizations). These solutions are designed to enhance patient engagement, improve operational efficiency, and drive better health outcomes. Financial Services Focus Transforming financial service delivery, optimizing operations, and cultivating community well-being and trust are at the core of Salesforce Financial Services Solutions. By automating every banking customer experience and uniting teams through Salesforce’s intelligence and a shared view of real-time customer data, a comprehensive banking solution is created, fostering customer satisfaction and loyalty. Travel and Hospitality Focus Salesforce provides tailored solutions for the hospitality and travel industry, helping businesses in this sector deliver exceptional customer experiences, streamline operations, and drive growth. These solutions leverage the power of the Salesforce Customer 360 platform to centralize data, enhance communication, and provide a personalized experience for guests. Manufacturing, Distribution, and Energy Focus We’ve helped small and large manufacturers optimize their sales operations and drive efficiencies in their contact center. Salesforce offers a suite of solutions tailored for manufacturing and distribution industries to enhance processes, improve collaboration, and drive overall efficiency. These solutions are designed to streamline operations. Designed improve customer relationships and provide valuable insights. Nonprofit Focus We’ve helped nonprofits and NGO’s optimize their operations and drive efficiencies in their fundraising and mission efforts. Salesforce offers a suite of solutions to nurture relationships and scale impact. Solutions with AI-driven, personalized services. Salesforce allows you to take control of your data on a single integrated platform. Nonprofit Cloud brings a nonprofit CRM, fundraising, programs, marketing engagement, and outcomes together in a single product. Strategic Relationship with Salesforce – Salesforce Ventures invested in Tectonic in Q3 2015. We maintain strong working relationships with Salesforce License Sales, Professional Services and Alliances. Tectonic’s successful Salesforce track record stems from our great relationship with Salesforce and grows through each customer interaction. 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
Personal Identifiable Information (PII) is defined as: Any representation of information that permits the identity of an individual to whom the information applies to be reasonably inferred by either direct or indirect means. Further, PII is defined as information: (i) that directly identifies an individual (e.g., name, address, social security number or other identifying number or code, telephone number, email address, etc.) or (ii) by which an agency intends to identify specific individuals in conjunction with other data elements, i.e., indirect identification. (These data elements may include a combination of gender, race, birth date, geographic indicator, and other descriptors). Additionally, information permitting the physical or online contacting of a specific individual is the same as personally identifiable information. This information can be maintained in either paper, electronic or other media. Department of Labor (DOL) contractors are reminded that safeguarding sensitive information is a critical responsibility that must be taken seriously at all times. DOL internal policy specifies the following security policies for the protection of PII and other sensitive data: The loss of PII can result in substantial harm to individuals, including identity theft or other fraudulent use of the information. Because DOL employees and contractors may have access to personal identifiable information concerning individuals and other sensitive data, we have a special responsibility to protect that information from loss and misuse. With these responsibilities contractors should ensure that their employees: What is the example of PII? Personal identification numbers: social security number (SSN), passport number, driver’s license number, taxpayer identification number, patient identification number, financial account number, or credit card number. Personal address information: street address, or email address. Personal telephone numbers. What is not an example of a PII? PII, or personally identifiable information, is sensitive data that could be used to identify, contact, or locate an individual. What are some examples of non-PII? Info such as business phone numbers and race, religion, gender, workplace, and job titles are typically not considered PII. 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
