One effective way to accomplish this is by using the Document Matrix element in Discovery Framework–based OmniScripts. This approach allows you to streamline the assessment process and ensure that the advisor uploads the correct documents.
Software company Salesforce announced on Monday that it has rolled out a new version of its government cloud that has Top Secret authorization and is geared toward U.S. national security agencies and intelligence organizations.
The new offering, called Government Cloud Premium, is hosted on Amazon Web Services’ Top Secret cloud.
Processing weekly payments can often become time-consuming, with organizations spending significant time just tracking payments post-invoice. Timely updates on payment processing have been a longstanding priority, particularly for companies needing flexible payment options to meet beneficiary needs. The integration of Stripe with Salesforce addresses these challenges, offering a streamlined, efficient solution. Salesforce and Stripe Integration. With a focus on faster processing, this integration enhances payment management, invoicing, and financial oversight. Here’s an overview of the benefits that Stripe and Salesforce integration brings to businesses. Key Benefits of Integrating Stripe with Salesforce Modern businesses demand efficient, seamless transactions. Here are some of the major advantages of combining Stripe and Salesforce: Why Businesses Should Consider Salesforce and Stripe Integration Having implemented this integration for various clients, we have seen how it supports efficient operations. Here are a few reasons why businesses should consider this approach: Simplify Payments with Salesforce and Stripe Integration The Stripe and Salesforce integration represents a transformative opportunity for businesses to improve operational efficiency and customer experience. Beyond a simple tool pairing, this integration paves the way for scalable, complex business operations. Successful integration, however, requires knowledgeable professionals who understand the nuances of customization to fit each organization’s unique needs. Reach out to experienced experts to optimize your integration and harness its full potential. 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
AI customer service agents are advanced technologies designed to understand and respond to customer inquiries within defined guidelines. These agents can handle both simple and complex issues, such as answering frequently asked questions or managing product returns, all while offering a personalized, conversational experience. Research shows that 82% of service representatives report that customers ask for more than they used to. As a customer service leader, you’re likely facing increasing pressure to meet these growing expectations while simultaneously reducing costs, speeding up service, and providing personalized, round-the-clock support. This is where AI customer service agents can make a significant impact. Here’s a closer look at how AI agents can enhance your organization’s service operations, improve customer experience, and boost overall productivity and efficiency. What Are AI Customer Service Agents? AI customer service agents are virtual assistants designed to interact with customers and support service operations. Utilizing machine learning and natural language processing (NLP), these agents are capable of handling a broad range of tasks, from answering basic inquiries to resolving complex issues — even managing multiple tasks at once. Importantly, AI agents continuously improve through self-learning. Why Are AI-Powered Customer Service Agents Important? AI-powered customer service technology is becoming essential for several reasons: Benefits of AI Customer Service Agents AI customer service agents help service teams manage growing service demands by taking on routine tasks and providing essential support. Key benefits include: Why Choose Agentforce Service Agent? If you’re considering adding AI customer service agents to your strategy, Agentforce Service Agent offers a comprehensive solution: By embracing AI customer service agents like Agentforce Service Agent, businesses can reduce costs, meet growing customer demands, and stay competitive in an ever-evolving global market. 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 Language Models (LLMs): Revolutionizing AI and Custom Solutions Large Language Models (LLMs) are transforming artificial intelligence by enabling machines to generate and comprehend human-like text, making them indispensable across numerous industries. The global LLM market is experiencing explosive growth, projected to rise from $1.59 billion in 2023 to $259.8 billion by 2030. This surge is driven by the increasing demand for automated content creation, advances in AI technology, and the need for improved human-machine communication. Several factors are propelling this growth, including advancements in AI and Natural Language Processing (NLP), large datasets, and the rising importance of seamless human-machine interaction. Additionally, private LLMs are gaining traction as businesses seek more control over their data and customization. These private models provide tailored solutions, reduce dependency on third-party providers, and enhance data privacy. This guide will walk you through building your own private LLM, offering valuable insights for both newcomers and seasoned professionals. What are Large Language Models? Large Language Models (LLMs) are advanced AI systems that generate human-like text by processing vast amounts of data using sophisticated neural networks, such as transformers. These models excel in tasks such as content creation, language translation, question answering, and conversation, making them valuable across industries, from customer service to data analysis. LLMs are generally classified into three types: LLMs learn language rules by analyzing vast text datasets, similar to how reading numerous books helps someone understand a language. Once trained, these models can generate content, answer questions, and engage in meaningful conversations. For example, an LLM can write a story about a space mission based on knowledge gained from reading space adventure stories, or it can explain photosynthesis using information drawn from biology texts. Building a Private LLM Data Curation for LLMs Recent LLMs, such as Llama 3 and GPT-4, are trained on massive datasets—Llama 3 on 15 trillion tokens and GPT-4 on 6.5 trillion tokens. These datasets are drawn from diverse sources, including social media (140 trillion tokens), academic texts, and private data, with sizes ranging from hundreds of terabytes to multiple petabytes. This breadth of training enables LLMs to develop a deep understanding of language, covering diverse patterns, vocabularies, and contexts. Common data sources for LLMs include: Data Preprocessing After data collection, the data must be cleaned and structured. Key steps include: LLM Training Loop Key training stages include: Evaluating Your LLM After training, it is crucial to assess the LLM’s performance using industry-standard benchmarks: When fine-tuning LLMs for specific applications, tailor your evaluation metrics to the task. For instance, in healthcare, matching disease descriptions with appropriate codes may be a top priority. Conclusion Building a private LLM provides unmatched customization, enhanced data privacy, and optimized performance. From data curation to model evaluation, this guide has outlined the essential steps to create an LLM tailored to your specific needs. Whether you’re just starting or seeking to refine your skills, building a private LLM can empower your organization with state-of-the-art AI capabilities. For expert guidance or to kickstart your LLM journey, feel free to contact us for a free consultation. 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
Mastering Opportunity Routing in Salesforce Flows While leads are essential at the top of the funnel, opportunities take center stage as the sales process advances. In Salesforce, the opportunity object acts as a container that can hold multiple contacts tied to a specific deal, making accurate opportunity routing crucial. Misrouting or delays at this stage can significantly impact revenue and forecasting, while manual processing risks incorrect assignments and uneven distribution. Leveraging Salesforce Flows for opportunity routing can help avoid these issues. Salesforce Flows and LeanData. What Is Opportunity Routing? Opportunity routing is the process of assigning open opportunities to the right sales rep based on specific criteria like territory, deal size, industry, or product type. The goal is to ensure every opportunity reaches the right person quickly, maximizing the chance to close the deal. Opportunity routing also helps prioritize high-potential deals, improving pipeline efficiency. Challenges of Manual Routing Manual opportunity routing can lead to several challenges: Benefits of Automating Routing with Salesforce Flows Using Salesforce Flows for opportunity routing offers many benefits: Setting Up Opportunity Routing in Salesforce Flows Here’s an outline for setting up opportunity routing in Salesforce: Managing Complex Salesforce Flows Opportunity routing in Salesforce Flows is powerful, but managing complex sales environments can be challenging: How LeanData Enhances Opportunity Routing LeanData extends Salesforce routing capabilities with advanced, no-code automation and auditing features: Salesforce Flows and LeanData Whether using Salesforce Flows or LeanData, the goal is to optimize time to revenue. While Salesforce Flows offer a robust foundation, organizations without dedicated admins or developers may face challenges in making frequent updates. LeanData provides greater flexibility and real-time automation, helping to streamline the routing process and drive revenue growth. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more
Generative AI Energy Consumption Rises, but Impact on ROI Unclear The energy costs associated with generative AI (GenAI) are often overlooked in enterprise financial planning. However, industry experts suggest that IT leaders should account for the power consumption that comes with adopting this technology. When building a business case for generative AI, some costs are evident, like large language model (LLM) fees and SaaS subscriptions. Other costs, such as preparing data, upgrading cloud infrastructure, and managing organizational changes, are less visible but significant. Generative AI Energy Consumption Rises One often overlooked cost is the energy consumption of generative AI. Training LLMs and responding to user requests—whether answering questions or generating images—demands considerable computing power. These tasks generate heat and necessitate sophisticated cooling systems in data centers, which, in turn, consume additional energy. Despite this, most enterprises have not focused on the energy requirements of GenAI. However, the issue is gaining more attention at a broader level. The International Energy Agency (IEA), for instance, has forecasted that electricity consumption from data centers, AI, and cryptocurrency could double by 2026. By that time, data centers’ electricity use could exceed 1,000 terawatt-hours, equivalent to Japan’s total electricity consumption. Goldman Sachs also flagged the growing energy demand, attributing it partly to AI. The firm projects that global data center electricity use could more than double by 2030, fueled by AI and other factors. ROI Implications of Energy Costs The extent to which rising energy consumption will affect GenAI’s return on investment (ROI) remains unclear. For now, the perceived benefits of GenAI seem to outweigh concerns about energy costs. Most businesses have not been directly impacted, as these costs tend to affect hyperscalers more. For instance, Google reported a 13% increase in greenhouse gas emissions in 2023, largely due to AI-related energy demands in its data centers. Scott Likens, PwC’s global chief AI engineering officer, noted that while energy consumption isn’t a barrier to adoption, it should still be factored into long-term strategies. “You don’t take it for granted. There’s a cost somewhere for the enterprise,” he said. Energy Costs: Hidden but Present Although energy expenses may not appear on an enterprise’s invoice, they are still present. Generative AI’s energy consumption is tied to both model training and inference—each time a user makes a query, the system expends energy to generate a response. While the energy used for individual queries is minor, the cumulative effect across millions of users can add up. How these costs are passed to customers is somewhat opaque. Licensing fees for enterprise versions of GenAI products likely include energy costs, spread across the user base. According to PwC’s Likens, the costs associated with training models are shared among many users, reducing the burden on individual enterprises. On the inference side, GenAI vendors charge for tokens, which correspond to computational power. Although increased token usage signals higher energy consumption, the financial impact on enterprises has so far been minimal, especially as token costs have decreased. This may be similar to buying an EV to save on gas but spending hundreds and losing hours at charging stations. Energy as an Indirect Concern While energy costs haven’t been top-of-mind for GenAI adopters, they could indirectly address the issue by focusing on other deployment challenges, such as reducing latency and improving cost efficiency. Newer models, such as OpenAI’s GPT-4o mini, are more economical and have helped organizations scale GenAI without prohibitive costs. Organizations may also use smaller, fine-tuned models to decrease latency and energy consumption. By adopting multimodel approaches, enterprises can choose models based on the complexity of a task, optimizing for both speed and energy efficiency. The Data Center Dilemma As enterprises consider GenAI’s energy demands, data centers face the challenge head-on, investing in more sophisticated cooling systems to handle the heat generated by AI workloads. According to the Dell’Oro Group, the data center physical infrastructure market grew in the second quarter of 2024, signaling the start of the “AI growth cycle” for infrastructure sales, particularly thermal management systems. Liquid cooling, more efficient than air cooling, is gaining traction as a way to manage the heat from high-performance computing. This method is expected to see rapid growth in the coming years as demand for AI workloads continues to increase. Nuclear Power and AI Energy Demands To meet AI’s growing energy demands, some hyperscalers are exploring nuclear energy for their data centers. AWS, Google, and Microsoft are among the companies exploring this option, with AWS acquiring a nuclear-powered data center campus earlier this year. Nuclear power could help these tech giants keep pace with AI’s energy requirements while also meeting sustainability goals. I don’t know. It seems like if you akin AI accessibility to more nuclear power plants you would lose a lot of fans. As GenAI continues to evolve, both energy costs and efficiency are likely to play a greater role in decision-making. PwC has already begun including carbon impact as part of its GenAI value framework, which assesses the full scope of generative AI deployments. “The cost of carbon is in there, so we shouldn’t ignore it,” Likens said. Generative AI Energy Consumption Rises 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
Funlab Explores AI to Boost Customer Engagement in Leisure Venues In a push to enhance customer experiences across its “leisure-tainment” venues, Funlab has begun experimenting with artificial intelligence. Speaking at a Salesforce Agentforce event in Sydney, Funlab’s Head of Customer Relationships and Retention, Tracy Tanti, shared that the company is “excited to be able to start experimenting” with AI. Agentforce, a Salesforce platform designed to create autonomous agents for supporting employees and customers, serves as a key part of Funlab’s AI exploration efforts. According to Tanti, Funlab has a range of AI-focused projects on its roadmap, with the goal of blending digital experiences into real-life interactions and supporting both venue and corporate teams with AI-driven tools. Reflecting the company’s dedication to careful planning, Tanti described how Salesforce connected Funlab with another customer, Norths Collective, to discuss its own AI implementation journey. Robert Lopez, Chief Marketing and Innovation Officer at Norths Collective, has seen success with enhanced personalization and analytics, which have contributed to increased membership and engagement. Tanti noted that Norths Collective’s transformation work would provide valuable insights for Funlab as it optimizes its data in preparation for AI adoption. Currently, Funlab is in a post-digital transformation phase, refining its processes to deliver more connected and personalized guest experiences throughout the customer lifecycle. With ongoing expansion into the U.S. market—including recent openings of Holey Moley venues—Funlab is also focusing on building robust support infrastructure and engaging local audiences through Salesforce. Tanti highlighted the company’s vision for the U.S. to become a significant portion of total revenues and emphasized how Salesforce will help Funlab nurture a strong customer database in this new market. Additionally, Funlab is leveraging Salesforce to grow its event and function sales, which are projected to reach 39% of total online revenue by year’s end, up from 23% earlier this year. This expansion underscores Funlab’s commitment to using AI and data-driven insights to fuel growth and deepen customer engagement across all its markets and venues. 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 the rapidly developingng world of technology, Artificial Intelligence (AI) is revolutionizing industries and reshaping how we interact with digital systems. One of the most promising advancements within AI is the development of AI agents. These intelligent entities, often powered by Large Language Models (LLMs), are driving the next wave of digital transformation by enabling automation, personalization, and enhanced decision-making across various sectors. AI Agents and digital transformation are here to stay. What is an AI Agent? An AI agent, or intelligent agent, is a software entity capable of perceiving its environment, reasoning about its actions, and autonomously working toward specific goals. These agents mimic human-like behavior using advanced algorithms, data processing, and machine-learning models to interact with users and complete tasks. LLMs to AI Agents — An Evolution The evolution of AI agents is closely tied to the rise of Large Language Models (LLMs). Models like GPT (Generative Pre-trained Transformer) have showcased remarkable abilities to understand and generate human-like text. This development has enabled AI agents to interpret complex language inputs, facilitating advanced interactions with users. Key Capabilities of LLM-Based Agents LLM-powered agents possess several key advantages: Two Major Types of LLM Agents LLM agents are classified into two main categories: Multi-Agent Systems (MAS) A Multi-Agent System (MAS) is a group of autonomous agents working together to achieve shared goals or solve complex problems. MAS applications span robotics, economics, and distributed computing, where agents interact to optimize processes. AI Agent Architecture and Key Elements AI agents generally follow a modular architecture comprising: Learning Strategies for LLM-Based Agents AI agents utilize various learning techniques, including supervised, reinforcement, and self-supervised learning, to adapt and improve their performance in dynamic environments. How Autonomous AI Agents Operate Autonomous AI agents act independently of human intervention by perceiving their surroundings, reasoning through possible actions, and making decisions autonomously to achieve set goals. AI Agents’ Transformative Power Across Industries AI agents are transforming numerous industries by automating tasks, enhancing efficiency, and providing data-driven insights. Here’s a look at some key use cases: Platforms Powering AI Agents The Benefits of AI Agents and Digital Transformation AI agents offer several advantages, including: The Future of AI Agents The potential of AI agents is immense, and as AI technology advances, we can expect more sophisticated agents capable of complex reasoning, adaptive learning, and deeper integration into everyday tasks. The future promises a world where AI agents collaborate with humans to drive innovation, enhance efficiency, and unlock new opportunities for growth in the digital age. AI Agents and Digital Transformation By partnering with AI development specialists at Tectonic, organizations can access cutting-edge solutions tailored to their needs, positioning themselves to stay ahead in the rapidly evolving AI-driven market. Agentforce 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
What’s Happening at Salesforce? The Latest on AI, CRM, and Data Innovations OneMagnify and CX Today have collaborated to explore the latest advancements in AI, CRM, and data at Salesforce. The Salesforce suite is evolving rapidly, driven by the emergence of generative AI, large language models, and increasingly diverse customer demands. Discover how Salesforce is adapting to this dynamic landscape, what the future holds for the industry giant, and how business leaders can maximize the potential of the Salesforce platform. Adam MacDonald, a Salesforce Solution Engineer at OneMagnify, emphasizes, “Organizations often struggle with Salesforce implementation when they fail to align internally and address data silos as the first step in their digital transformation. Defining the solution with the end goal in mind, while allowing for quick, focused wins, is a solid strategy for securing the long-term organizational buy-in essential for successful implementation.” 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
Recent advancements in AI have been propelled by large language models (LLMs) containing billions to trillions of parameters. Parameters—variables used to train and fine-tune machine learning models—have played a key role in the development of generative AI. As the number of parameters grows, models like ChatGPT can generate human-like content that was unimaginable just a few years ago. Parameters are sometimes referred to as “features” or “feature counts.” While it’s tempting to equate the power of AI models with their parameter count, similar to how we think of horsepower in cars, more parameters aren’t always better. An increase in parameters can lead to additional computational overhead and even problems like overfitting. There are various ways to increase the number of parameters in AI models, but not all approaches yield the same improvements. For example, Google’s Switch Transformers scaled to trillions of parameters, but some of their smaller models outperformed them in certain use cases. Thus, other metrics should be considered when evaluating AI models. The exact relationship between parameter count and intelligence is still debated. John Blankenbaker, principal data scientist at SSA & Company, notes that larger models tend to replicate their training data more accurately, but the belief that more parameters inherently lead to greater intelligence is often wishful thinking. He points out that while these models may sound knowledgeable, they don’t actually possess true understanding. One challenge is the misunderstanding of what a parameter is. It’s not a word, feature, or unit of data but rather a component within the model‘s computation. Each parameter adjusts how the model processes inputs, much like turning a knob in a complex machine. In contrast to parameters in simpler models like linear regression, which have a clear interpretation, parameters in LLMs are opaque and offer no insight on their own. Christine Livingston, managing director at Protiviti, explains that parameters act as weights that allow flexibility in the model. However, more parameters can lead to overfitting, where the model performs well on training data but struggles with new information. Adnan Masood, chief AI architect at UST, highlights that parameters influence precision, accuracy, and data management needs. However, due to the size of LLMs, it’s impractical to focus on individual parameters. Instead, developers assess models based on their intended purpose, performance metrics, and ethical considerations. Understanding the data sources and pre-processing steps becomes critical in evaluating the model’s transparency. It’s important to differentiate between parameters, tokens, and words. A parameter is not a word; rather, it’s a value learned during training. Tokens are fragments of words, and LLMs are trained on these tokens, which are transformed into embeddings used by the model. The number of parameters influences a model’s complexity and capacity to learn. More parameters often lead to better performance, but they also increase computational demands. Larger models can be harder to train and operate, leading to slower response times and higher costs. In some cases, smaller models are preferred for domain-specific tasks because they generalize better and are easier to fine-tune. Transformer-based models like GPT-4 dwarf previous generations in parameter count. However, for edge-based applications where resources are limited, smaller models are preferred as they are more adaptable and efficient. Fine-tuning large models for specific domains remains a challenge, often requiring extensive oversight to avoid problems like overfitting. There is also growing recognition that parameter count alone is not the best way to measure a model’s performance. Alternatives like Stanford’s HELM and benchmarks such as GLUE and SuperGLUE assess models across multiple factors, including fairness, efficiency, and bias. Three trends are shaping how we think about parameters. First, AI developers are improving model performance without necessarily increasing parameters. A study of 231 models between 2012 and 2023 found that the computational power required for LLMs has halved every eight months, outpacing Moore’s Law. Second, new neural network approaches like Kolmogorov-Arnold Networks (KANs) show promise, achieving comparable results to traditional models with far fewer parameters. Lastly, agentic AI frameworks like Salesforce’s Agentforce offer a new architecture where domain-specific AI agents can outperform larger general-purpose models. As AI continues to evolve, it’s clear that while parameter count is an important consideration, it’s just one of many factors in evaluating a model’s overall capabilities. To stay on the cutting edge of artificial intelligence, contact Tectonic today. 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
Ingesting Data from Amazon DynamoDB to Salesforce Data Cloud Salesforce Data Cloud serves as your organization’s digital command center, enabling real-time ingestion, unification, and activation of data from any source. By transforming scattered customer information into actionable insights, it empowers businesses to operate with unparalleled efficiency. Integrating Amazon DynamoDB with Salesforce Data Cloud exemplifies the platform’s capacity to unify and activate enterprise data seamlessly. Follow this step-by-step guide to ingest data from Amazon DynamoDB into Salesforce Data Cloud. Prerequisites Part 1: Amazon DynamoDB Setup 1. AWS Account Setup 2. Create a DynamoDB Table 3. Populate the Table with Data 4. Security Credentials Part 2: Salesforce Data Cloud Configuration 1. Creating the Data Connection 2. Configuring Data Streams Create a New Data Stream Configure the Data Model 3. Data Modeling and Mapping Custom Object Creation Conclusion After completing the setup: This integration underscores Salesforce Data Cloud’s role as a centralized hub, capable of harmonizing diverse data sources, ensuring real-time synchronization, and enabling actionable insights. By connecting Amazon DynamoDB, businesses can unlock the full potential of their data, driving better decision-making and customer experiences. 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
The life of Salesforce admins is rapidly evolving as artificial intelligence (AI) becomes integral to business operations. Let’s examine the Life of a Salesforce Admin in the AI Era. By 2025, the Salesforce admin’s role will expand beyond managing CRM systems to include leveraging AI tools to enhance efficiency, boost productivity, and maintain security. While this future offers exciting opportunities, it also comes with new responsibilities that require admins to adapt and learn. So, what will Salesforce admins need to succeed in this AI-driven landscape? The Salesforce Admin’s Role in 2025 In 2025, Salesforce admins will be at the forefront of digital transformation, helping organizations harness the full potential of the Salesforce ecosystem and AI-powered tools. These AI tools will automate processes, predict trends, and improve overall efficiency. Many professionals are already enrolling in Salesforce Administrator courses focused on AI and automation, equipping them with the essential skills to thrive in this new era. Key Responsibilities in Life of a Salesforce Admin in the AI Era 1. AI Integration and Optimization Admins will be responsible for integrating AI tools like Salesforce Einstein AI into workflows, ensuring they’re properly configured and tailored to the organization’s needs. Core tasks include: 2. Automating Processes with AI AI will revolutionize automation, making complex workflows more efficient. Admins will need to: 3. Data Management and Predictive Analytics Admins will leverage AI to manage data and generate predictive insights. Key responsibilities include: 4. Enhancing Security and Compliance AI-powered security tools will help admins proactively protect systems. Responsibilities include: 5. Supporting AI-Driven Customer Experiences Admins will deploy AI tools that enhance customer interactions. Their responsibilities include: 6. Continuous Learning and Upskilling As AI evolves, so too must Salesforce admins. Key learning areas include: 7. Collaboration with Cross-Functional Teams Admins will work closely with IT, marketing, and sales teams to deploy AI solutions organization-wide. Their collaborative efforts will include: Skills Required for Future Salesforce Admins 1. AI and Machine Learning Proficiency Admins will need to understand how AI models like Einstein AI function and how to deploy them. While not requiring full data science expertise, a solid grasp of AI concepts—such as predictive analytics and machine learning—will be essential. 2. Advanced Data Management and Analysis Managing large datasets and ensuring data accuracy will be critical as admins work with AI tools. Proficiency in data modeling, SQL, SOQL, and ETL processes will be vital for handling AI-powered data management. 3. Automation and Process Optimization AI-enhanced automation will become a key responsibility. Admins must master tools like Salesforce Flow and Einstein Automate to build intelligent workflows and ensure smooth process automation. 4. Security and Compliance Expertise With AI-driven security protocols, admins will need to stay updated on data privacy regulations and deploy tools that ensure compliance and prevent data breaches. 5. Collaboration and Leadership Admins will lead the implementation of AI tools across departments, requiring strong collaboration and leadership skills to align AI-driven solutions with business objectives. Advanced Certifications for AI-Era Admins To stay competitive, Salesforce admins will need to pursue advanced certifications. Key certifications include: Tectonic’s Thoughts The Salesforce admin role is transforming as AI becomes an essential part of the platform. By mastering AI tools, optimizing processes, ensuring security, and continuously upskilling, Salesforce admins can become pivotal players in driving digital transformation. The future is bright for those who embrace the AI-powered Salesforce landscape and position themselves at the forefront of innovation. 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
Streamline Your Sales Process with the Right Automation Software Sales reps typically spend just 30% of their week actually selling, according to the Salesforce State of Sales report. The rest of their time is consumed by tasks like prioritizing leads, data entry, and quote generation. These repetitive, time-intensive activities can be simplified with sales force automation software, freeing up more time for revenue-generating work. Read on to discover how sales force automation software can boost your business by automating manual tasks and allowing your sales team to focus on what matters most—closing deals. What is Sales Force Automation Software? Sales force automation software automates essential parts of the sales process, from lead management to performance analysis. By reducing the manual effort required for these tasks, this software helps your team work more efficiently and accurately. How Does Sales Force Automation Software Work? Sales force automation software operates within a customer relationship management (CRM) platform, updating data automatically based on specific triggers, like when a rep contacts a customer. AI plays a key role in streamlining these processes—predictive AI recommends next steps for advancing deals, while generative AI can draft messages, proposals, or even entire emails based on existing data. Here are some of the ways this software can help: Key Benefits of Sales Force Automation Software According to the Salesforce State of Sales report, improving the use of tools and technology is a top strategy for sales growth. Here’s how sales force automation software benefits your business: Key Features to Look for in Sales Force Automation Software The right automation software should integrate smoothly with your current tools. Here are other key features to prioritize: Choosing the Right Sales Force Automation Software To choose the best sales force automation software for your team, start by identifying your specific goals—whether it’s increasing visibility into sales performance or integrating disparate systems. Consider the following: For example, if email prospecting is a key goal, look for a solution that integrates with your existing email platform and provides AI-driven recommendations for personalized emails. The software should also include features for tracking future interactions, like scheduling follow-ups or syncing social media activity. Accelerate Sales with Sales Force Automation The right sales force automation software helps you streamline manual tasks and accelerate your sales process. By freeing up your team from administrative work, you allow them to focus on what truly matters—generating revenue, driving business growth, and achieving sales success. 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
Using query parameters and Salesforce merge fields, you can create personalized prefill links that automatically populate forms with user information from Salesforce. Adding Dynamic Prefill Links in Salesforce Emails Using Dynamic Prefill Links in Salesforce Console By following these steps, you can dynamically populate forms with Salesforce data, streamlining data entry and improving user experience. 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
