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Salesforce Unveils Agentforce 2dx

Salesforce Unveils Agentforce 2dx

Salesforce Unveils Agentforce 2dx: A Major Leap in AI Agent Capabilities Proactive, Autonomous AI Agents to Bridge the Skills Gap Salesforce has announced a major upgrade to its AI agent platform with Agentforce 2dx, a next-generation solution designed to move beyond reactive, chat-based interactions. With enhanced efficiency, agility, and scalability, Agentforce 2dx enables AI agents to operate autonomously, integrating seamlessly with existing data systems, business logic, and user interfaces. The Future of Work: AI Agents Filling the Labor Gap “Companies today have more work than workers, and Agentforce is stepping in to fill the gap,” said Adam Evans, EVP and GM of Salesforce’s AI Platform. Unlike traditional AI chatbots that rely on rigid programming or manual prompts, agentic AI dynamically adapts to live data and evolving business needs, making it far more effective in real-world applications. Introducing AgentExchange: A Marketplace for AI Agent Templates Alongside Agentforce 2dx, Salesforce is launching AgentExchange, an online marketplace where businesses can access and share pre-built AI agent templates and actions. From launch, AgentExchange will feature: The AI Agent Race Heats Up Salesforce’s announcement comes amid intensified industry focus on AI agents. Microsoft and AWS have recently made significant moves, with Microsoft research revealing that 72% of business leaders expect AI agents to be fully integrated into their operations soon—21% within the next year and 39% within two years. Meanwhile, AWS is reportedly forming a dedicated AI agent division, led by Swami Sivasubramanian, VP of AI and Data, reporting directly to CEO Matt Garman. Salesforce CEO Marc Benioff has been vocal about the future of AI agents, predicting that tomorrow’s CEOs will need to manage both human employees and AI-powered agents. With Agentforce 2dx and AgentExchange, Salesforce is positioning itself at the forefront of this transformation, empowering businesses to automate, scale, and innovate like never before. 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 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 Sector

Future of Financial Services

The Future of Financial Services: AI Agents, Consumer Trust, and Digital Transformation Fewer than half of consumers are fully satisfied with the service they receive from banks, insurance providers, and wealth management advisors. This underscores the urgent need for financial service institutions (FSIs) to prioritize standout customer experiences—both human and digital—leveraging AI agents to enhance personalization, efficiency, and responsiveness. Why Customer Experience is Key Consumer loyalty has long been driven by competitive pricing, fees, and interest rates. However, with declining rates making promotional incentives less feasible, FSIs are refocusing on customer service as a key differentiator. AI-powered digital experiences provide an opportunity to exceed customer expectations, offering speed, convenience, and hyper-personalization at scale. A significant portion of consumers are willing to stay with an institution that offers an exceptional experience, even if it raises its rates or fees. For instance, 46% of consumers—and 55% of high earners in the U.S. (households making over $100,000 per year)—value experience over pricing alone. Digital self-service is a primary component of this enhanced experience, with many consumers preferring to complete tasks online rather than through traditional phone or in-branch interactions. Institutions like Credit Unions are already meeting this demand by deploying self-service tools that provide instant resolutions, 24/7. AI Agents: Transforming the FSI Landscape AI agents represent a major leap forward in customer service, automating interactions and resolving issues without human intervention. However, trust in these AI-driven systems remains a work in progress. Only 41% of wealth management clients report being fully satisfied with their institution’s speed and effectiveness, and satisfaction levels are even lower among banking and insurance customers. Despite some skepticism, AI adoption is accelerating. Half of consumers expect AI to significantly impact their financial relationships, a belief even more pronounced among Millennials and Gen Z. The percentage of customers anticipating AI-driven transaction speed improvements has risen from 46% in 2023 to 65% today. Yet, consumer education on AI’s capabilities remains a challenge. AI agents have the potential to act as financial advisors, enhancing financial literacy, optimizing savings, and even increasing earnings. Salesforce’s Agentforce aims to bridge this gap, offering digital financial assistants that can answer questions like, “Am I saving enough for retirement?” or “Can I afford this vacation?”—delivering expert insights instantly and at scale. Building Trust in AI-Powered Finance Despite AI’s promise, trust issues persist. While 54% of consumers express confidence in AI agents, only 10% fully trust them. This skepticism is fueled by concerns over data privacy, security, and transparency. Many consumers are wary of how FSIs handle their personal information and are seeking greater clarity on AI’s role in financial decision-making. A Salesforce study revealed that 73% of consumers want to know when they’re interacting with AI, highlighting the importance of transparency in AI implementation. “For AI to succeed in financial services, trust and compliance must be built into the foundation,” said Eran Agrios, SVP & GM of Financial Services at Salesforce. “FSIs need to ensure their AI strategies are not only effective but also worthy of customer confidence.” AI in Action: Case Studies in Financial Services Financial institutions leveraging Agentforce are already seeing tangible benefits: Integrating Agentforce with ERP for Maximum Impact To maximize the potential of AI agents, FSIs must integrate them seamlessly into their broader enterprise ecosystems. Best practices for integration include: The Next Two Years: Defining the Future of AI in Finance As AI continues to disrupt the financial sector, FSIs that embrace AI-first strategies will outperform competitors in efficiency, security, and customer experience. Here’s what the future holds: The Takeaway Financial institutions that invest in AI-driven experiences today will define the future of finance. By adopting transparent, compliant, and consumer-centric AI strategies, FSIs can build trust, drive efficiency, and deliver exceptional customer experiences that set them apart in an increasingly AI-powered world. 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-Driven Salesforce Explained

AI-Driven Salesforce Explained

AI-driven Salesforce refers to the integration of Artificial Intelligence (AI) into Salesforce’s Customer Relationship Management (CRM) platform to enhance its capabilities, automate processes, and deliver smarter, data-driven insights. Salesforce has embedded AI into its ecosystem through Salesforce Einstein, its proprietary AI technology. Here’s a breakdown of how AI drives Salesforce: 1. What is AI-Driven Salesforce? AI-driven Salesforce leverages machine learning, natural language processing (NLP), predictive analytics, and automation to help businesses make smarter decisions, improve customer experiences, and streamline operations. It transforms raw data into actionable insights and automates repetitive tasks, enabling teams to focus on strategic activities. 2. Key Features of AI-Driven Salesforce a) Salesforce Einstein Einstein is the AI layer built into Salesforce that powers intelligent features across the platform. Key capabilities include: b) AI-Powered Insights c) Personalization d) Automation e) Predictive Intelligence 3. Benefits of AI-Driven Salesforce a) Enhanced Customer Experience b) Increased Efficiency c) Data-Driven Decision Making d) Improved Sales Performance e) Scalability 4. Use Cases of AI-Driven Salesforce a) Sales b) Marketing c) Customer Service d) Commerce 5. The Future of AI in Salesforce In summary, AI-driven Salesforce empowers businesses to work smarter, not harder, by leveraging data and automation to deliver better customer experiences and drive growth. It’s a game-changer for sales, marketing, service, and beyond! Content updated January 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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ViUniT: A Breakthrough AI Framework for Reliable Visual Unit Testing in AI

ViUniT: A Breakthrough AI Framework for Reliable Visual Unit Testing in AI

Salesforce AI, in collaboration with the University of Pennsylvania, has introduced ViUniT (Visual Unit Testing)—a pioneering AI framework designed to improve the reliability of visual programs by automatically generating unit tests. By leveraging large language models (LLMs) and diffusion models, ViUniT enhances the logical correctness of visual reasoning systems, ensuring AI models produce accurate and justifiable results. The Challenge: Ensuring Logical Soundness in Visual Programs Visual programming has gained prominence in AI, particularly in computer vision, object detection, image captioning, and visual question answering (VQA). These systems excel at modularizing complex reasoning tasks, but their correctness remains a critical challenge. Unlike traditional text-based programming, where syntax errors and logic flaws can be easily debugged, visual programs often produce seemingly correct answers for incorrect reasons, making them unreliable. Recent studies highlight this issue: To address these challenges, systematic testing and verification frameworks are essential to ensure visual programs function as intended. Introducing ViUniT: A New Approach to Visual Program Reliability ViUniT is designed to systematically evaluate visual programs by generating unit tests in the form of image-answer pairs. Unlike conventional unit testing, which is primarily used for text-based applications, ViUniT focuses on: How ViUniT Works Key Applications of ViUniT ViUniT introduces four major innovations to improve model reliability: Performance & Key Findings ViUniT was extensively tested on three benchmark datasets: GQA, SugarCREPE, and Winoground, demonstrating significant improvements in model accuracy and reliability. 🔹 ViUniT improved model accuracy by 11.4% on average across datasets.🔹 Reduced logically flawed programs by 40%, ensuring models reason correctly.🔹 Enabled open-source 7B models to outperform GPT-4o-mini by 7.7%.🔹 ViUniT-based re-prompting improved performance by 7.5 percentage points compared to error-based re-prompting.🔹 Reinforcement learning strategies within ViUniT outperformed correctness-based reward strategies by 1.3%.🔹 Successfully identified unreliable programs, enhancing answer refusal strategies and reducing false confidence. Conclusion: A New Standard for Visual AI Testing ViUniT marks a significant step forward in AI-driven unit testing for visual programs, ensuring that AI models not only provide correct answers but also follow logically sound reasoning. By integrating LLMs, diffusion models, and reinforcement learning, this framework enhances trust, accuracy, and reliability in visual AI systems. As AI continues to evolve, ViUniT sets a new standard for validating and refining visual reasoning models, paving the way for more dependable AI-driven applications. 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 Data Cloud

Maximizing Salesforce Data Cloud

Maximizing Salesforce Data Cloud: Post-Implementation Strategies for Long-Term Success The Fastest-Growing Salesforce Product Salesforce Data Cloud is seeing explosive growth, with a 130% year-over-year increase in paid customers. In just one quarter, it processed an astonishing 2.3 quadrillion records—a 147% jump from the previous year. Businesses leveraging Data Cloud have seen a 165% boost in web engagement, with major brands like The Adecco Group, Aston Martin, and FedEx using it to strengthen customer relationships and drive growth. The Power of Data Cloud: Turning Information into Action What makes Salesforce Data Cloud so impactful is its ability to unify vast amounts of data, creating 360-degree customer profiles and transforming insights into action. But unlocking its full potential doesn’t stop at implementation—it requires ongoing optimization to keep your data clean, your systems efficient, and your AI models accurate. Post-Implementation Best Practices for Salesforce Data Cloud Once your Salesforce Data Cloud is up and running, the next step is ensuring long-term performance and business value. Here’s how to optimize and sustain your Data Cloud investment: 1. Maintain Data Integrity with Ongoing Quality Management 2. Optimize System Performance for Speed and Efficiency 3. Drive User Adoption with Tailored Training 4. Strengthen Data Governance and Compliance 5. Proactively Manage and Optimize Integrations 6. Refine Customer Segmentation for More Personalization 7. Keep AI and Predictive Models Up to Date 8. Measure ROI and Optimize for Business Impact 9. Foster a Data-Driven Culture Through Clear Communication 10. Stay Agile with Continuous Innovation and Community Engagement Conclusion: The Real Value of Data Cloud Begins After Implementation Salesforce Data Cloud is at the heart of next-gen customer engagement, but its true impact lies in how well you maintain and optimize it. Success depends on:✅ Involving key stakeholders in ongoing improvements✅ Enforcing strong data governance for security and accuracy✅ Continuously refining processes to adapt to changing business needs By committing to post-implementation optimization, your organization can stay agile, data-driven, and ahead of the competition—ensuring that Salesforce Data Cloud delivers maximum value now and in the future. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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 Introduces Agentblazer Status

Salesforce Introduces Agentblazer Status

Salesforce Introduces Agentblazer Status: Your AI Learning Roadmap on Trailhead Trailblazers have always been at the forefront of innovation, using Salesforce to empower businesses and communities. Now, as AI transforms the way we work and solve problems, the need for a deeper understanding of this technology has never been greater. Technology is evolving—becoming smarter, more powerful, and more creative. To thrive in the era of agentic AI, we must evolve too. That means staying curious, embracing change, and continuously building new skills. At Salesforce, we’ve seen our community embody this mindset, always ready to learn and explore new possibilities. Today, we’re making that journey even easier with a structured path to mastering AI and Agentforce. Introducing Agentblazer Status Meet Agentblazers—Trailblazers who leverage Salesforce’s digital labor platform to build Agentforce-powered companies. Whether you’re just starting with AI or already developing advanced autonomous agents, Agentblazer Status provides a clear, structured learning path tailored to your expertise level. Your Agentblazer journey includes three levels: Each level is tied to dedicated Trails, including interactive modules and hands-on challenges that build your expertise. As you progress, you’ll earn badges and points that showcase your Agentblazer Status on your Trailblazer Profile. Building the Skills for the Future The skills that got you here today won’t be enough to take you where you need to go next. AI isn’t just a tool—it’s a collaborator. The future of work isn’t about whether you’ll work with AI but how you’ll integrate, manage, and optimize autonomous agents to elevate customer experiences and business operations. That’s why developing Agentforce literacy is essential for every professional. The Agentblazer program provides a structured roadmap to help you move from AI fundamentals to real-world implementation, ensuring you stay ahead in an AI-driven workplace. Join the Agentblazer Community We’re committed to supporting your AI learning journey. That’s why Salesforce is offering the first attempt at the Agentforce Specialist Certification exam free of charge through 2025. Get started today: The AI revolution is here—are you ready to lead it? Let Tectonic guide you! 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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Goodbye Skype

Microsoft to Shut Down Skype After 20 Years Microsoft has announced plans to shut down Skype on May 5, marking the end of a 20-year journey for the once-pioneering internet communications platform. This may be the perfect time to re-evaluate your internal comms tools. Launched in 2003, Skype revolutionized online communication by enabling free audio and video calls worldwide. The platform quickly gained popularity, amassing hundreds of millions of users and even becoming a verb — people would often say they would “Skype” someone. The Rise and Fall of Skype Founded by Swede Niklas Zennström and Dane Janus Friis, with software developed by Estonians Ahti Heinla, Priit Kasesalu, Jaan Tallinn, and Toivo Annus, Skype was initially based in Luxembourg. Its innovative approach to online communication made it a household name in the early 2000s. In 2011, Microsoft acquired Skype for $8.5 billion, outbidding tech giants like Google and Facebook. At the time, Skype had around 150 million active users. However, by 2020, the user base had dropped to 23 million, though the platform experienced a temporary resurgence during the pandemic. Decline Amid Growing Competition Microsoft faced challenges integrating Skype into its ecosystem. In 2017, the company launched Teams, a collaboration platform, which gradually overshadowed Skype. Additionally, growing competition from Apple’s FaceTime, Google’s communication apps, Zoom, and Salesforce-owned Slack further diminished Skype’s prominence. Transition to Teams Microsoft confirmed that Skype users will be transitioned to Teams, with all chats and contacts migrating automatically. The company emphasized that there would be no job losses resulting from the shutdown and highlighted Teams’ growing popularity, which currently boasts 320 million monthly active users. While Microsoft did not disclose Skype’s current user count, the company stated that it remains committed to supporting seamless communication through Teams. This shift signifies the end of an era for Skype but reinforces Microsoft’s focus on integrating advanced communication tools into its product suite. The closure of Skype marks the conclusion of a significant chapter in internet communication, as users transition to more modern, collaborative platforms like Slack. There are many alternatives to Skype, including Viber, Zoom, Slack, Microsoft Teams, Jitsi, WhatsA[[, Google Meet, FaceTime, and Google Hangouts. For sending video messages check out Marco Polo.  Features Other considerations Learn how Slack elevates team performance here Learn how Slack integrates with Salesforce here To migrate to Salesforce Slack, or discuss your options, 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 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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Predictive Analytics for Business Potential

Predictive Analytics for Business Potential

Maximizing Business Potential with Predictive Analytics Every business generates vast amounts of data daily, yet not all leverage it effectively. Predictive analytics transforms raw data into actionable insights, enabling companies to forecast demand, reduce operational costs, and enhance customer engagement. Whether through AI-powered models, machine learning algorithms, or cloud-based analytics, predictive analytics is reshaping business strategies. Organizations that integrate predictive analytics into decision-making can anticipate challenges, seize new opportunities, and outperform competitors. This insight explores the significance of predictive analytics and how businesses can harness its power to gain a competitive edge. The Expanding Influence of Predictive Analytics Predictive analytics is revolutionizing industries, driving innovation, and transforming data into strategic advantages. Transforming Industries with Predictive Analytics Predictive analytics is now a cornerstone of modern industries, facilitating smarter decision-making through data-driven insights. By analyzing historical data, businesses can forecast trends, anticipate customer behaviors, and optimize operations. Sectors such as healthcare, retail, and finance are leveraging predictive tools to maintain competitiveness. For example: As industries adopt these solutions, predictive analytics continues to redefine efficiency and innovation. Key Trends in Predictive Analytics Adoption The widespread adoption of predictive analytics is fueled by advancements in AI, big data, and machine learning. Businesses are capitalizing on these trends to sharpen their competitive edge. Notable developments include: As predictive analytics tools become more sophisticated, they are becoming integral to business strategies, helping companies unlock untapped potential. Overcoming Implementation Challenges Despite its benefits, implementing predictive analytics poses challenges, such as data silos, integration complexities, and skill gaps. To address these issues, organizations should: By overcoming these barriers, businesses can fully harness predictive analytics to drive efficiency, innovation, and growth. Predictive Data Modeling for Smarter Decision-Making Predictive data modeling transforms raw data into strategic insights, improving forecasting and operational decision-making. Understanding Predictive Data Modeling Predictive data modeling employs statistical techniques and machine learning algorithms to analyze historical data and predict future trends. Its core components include: By applying these models, businesses can refine their strategies with data-backed insights, improving efficiency and competitiveness. The Role of Data Quality in Predictive Accuracy The effectiveness of predictive models depends on data quality. Inconsistent or outdated data can lead to unreliable predictions, affecting decision-making. Key steps to ensure high data quality include: High-quality data enhances predictive models, enabling businesses to make informed, confident decisions. Enhancing Forecasting with Predictive Data Modeling Predictive data modeling improves forecasting accuracy by analyzing historical trends and projecting future outcomes. Benefits include: Retailers optimize inventory, while manufacturers align production with demand fluctuations, demonstrating the strategic value of predictive modeling. Driving Business Growth with Predictive Analytics Why Businesses Should Adopt Predictive Analytics Now In today’s competitive landscape, predictive analytics is essential for staying ahead. By leveraging data, algorithms, and machine learning, businesses can anticipate risks and opportunities, optimizing strategies while reducing uncertainty. Retailers, for instance, use predictive insights to forecast seasonal demand spikes, ensuring optimal stock levels. As AI advances, predictive analytics is more accessible than ever, making now the ideal time for adoption. Enhancing Decision-Making and Efficiency Predictive analytics eliminates guesswork, empowering leaders with data-backed decisions. Benefits include: These advantages drive sustainable growth and competitive advantage across industries. Seamlessly Integrating Predictive Analytics into Business Workflows To maximize impact, predictive analytics must integrate into existing workflows. Steps for successful adoption include: By embedding predictive analytics into workflows, businesses enhance agility and decision-making capabilities. AI-Powered Predictive Analytics for Competitive Advantage Why AI Predictive Analytics is Transformative AI-powered predictive analytics delivers insights beyond traditional methods, processing vast datasets rapidly to identify complex patterns and trends. Applications include: With AI continuously learning and refining predictions, businesses gain a dynamic advantage. Enhancing Accuracy with AI AI refines predictions by analyzing diverse data sources, including text, images, and videos. Examples include: Advanced AI techniques, such as natural language processing and neural networks, ensure businesses derive actionable insights, driving smarter strategies and better results. Machine Learning’s Role in Predictive Analytics Machine learning (ML) is foundational to predictive analytics, continuously improving model accuracy. Examples include: By leveraging ML, businesses enhance their predictive capabilities, ensuring long-term competitive success. Enhancing Enterprise Solutions with Predictive Analytics Transforming SAP Systems with Predictive Analytics SAP systems integrated with predictive analytics unlock actionable insights from vast datasets. Benefits include: By embedding predictive capabilities, SAP users can optimize operations and drive proactive decision-making. Empowering Salesforce with Predictive Insights Salesforce predictive analytics enhances decision-making across marketing, sales, and customer service. Key capabilities include: With Salesforce Einstein, businesses can streamline operations, boost performance, and foster deeper customer engagement. Predictive analytics is a game-changer, reshaping industries, optimizing operations, and unlocking new growth opportunities. Businesses that embrace predictive analytics today will be well-positioned to navigate future challenges and lead in the data-driven economy. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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 Flow Approval Orchestration

Salesforce Flow Approval Orchestration

Salesforce Flow Approval Orchestration: A Winner for Approval Processes Approval Processes have long been a key feature in Salesforce, enabling professionals to implement structured, multi-step approvals for records. With the shift towards Salesforce Flow as the primary declarative automation tool, it was only a matter of time before approval functionality became natively integrated. Enter Flow Approval Orchestration—a new way to build and manage approvals entirely within Flow Builder at no additional cost. Introducing Flow Approval Orchestration Spring ’25 introduces Approval Orchestration Flow Types, expanding Flow’s capabilities beyond merely invoking an existing Approval Process. These new flows offer a robust solution for both simple and complex approval workflows, accommodating both internal and external users and systems. Approval Orchestration flows come in two types: Stages and Steps: The Core of Approval Orchestration Approval Orchestration relies on Stages and Steps to structure approvals. Stages contain multiple Steps that can execute sequentially or in parallel based on specified criteria. Within each Stage, two types of Steps are available: By default, a Stage is completed once all its Steps are finished, but this can be customized with additional conditions or an Evaluation Flow for more complex logic. Building an Approval Process in Flow Builder Approval Orchestration offers flexibility for various business scenarios. Let’s consider an example where an Opportunity requires approval upon creation, but only if the related Account is classified as a Customer Account. Steps to Implement: For opportunities over 500K, a secondary approver is required. The Decision Element in Flow allows navigation between different Stages, ensuring complex approval hierarchies are handled efficiently. Enhancing User Experience & Management To streamline approval management: Key Considerations Before transitioning to Flow Approval Orchestration, keep these in mind: Final Thoughts Bringing all approval-related automation into Flow Builder is a significant leap forward for Salesforce admins. Flow Approval Orchestration not only simplifies complex approval logic but also enhances visibility and control over approvals. Try it in a sandbox environment to explore its potential and tailor it to your specific business needs. 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 Agents

AI Agents in Action: Real-World Applications

The true potential of AI agents lies in their practical use across industries. Let’s explore how different sectors are leveraging AI agents to solve real challenges. Software Development The shift from simple code completion to autonomous software development highlights AI’s expanding role in engineering. While GitHub Copilot introduced real-time coding assistance in 2021, today’s AI agents—like Devin—can manage end-to-end development, from setting up environments to deployment. Multi-agent frameworks, such as MetaGPT, showcase how specialized AI agents collaborate effectively: While AI agents lack human limitations, this shift raises fundamental questions about development practices shaped over decades. AI excels at tasks like prototyping and automated testing, but the true opportunity lies in rethinking software development itself—not just making existing processes faster. This transformation is already affecting hiring trends. Salesforce, for example, announced it will not hire new software engineers in 2025, citing a 30% productivity increase from AI-driven development. Meanwhile, Meta CEO Mark Zuckerberg predicts that by 2025, AI will reach the level of mid-level software engineers, capable of generating production-ready code. However, real-world tests highlight limitations. While Devin performs well on isolated tasks like API integrations, it struggles with complex development projects. In one evaluation, Devin successfully completed only 3 out of 20 full-stack tasks. In contrast, developer-driven workflows using tools like Cursor have proven more reliable, suggesting that AI agents are best used as collaborators rather than full replacements. Customer Service The evolution from basic chatbots to sophisticated AI service agents marks one of the most successful AI deployments to date. Research by Sierra shows that modern AI agents can handle complex tasks—such as flight rebookings and multi-step refunds—previously requiring multiple human agents, all while maintaining natural conversation flow. Key capabilities include: However, challenges remain, particularly in handling policy exceptions and emotionally sensitive situations. Many companies address this by limiting AI agents to approved knowledge sources and implementing clear escalation protocols. The most effective approach in production environments has been a hybrid model, where AI agents handle routine tasks and escalate complex cases to human staff. Sales & Marketing AI agents are now playing a critical role in structured sales and marketing workflows, such as lead qualification, meeting scheduling, and campaign analytics. These agents integrate seamlessly with CRM platforms and communication tools while adhering to business rules. For example, Salesforce’s Agentforce processes customer interactions, maintains conversation history, and escalates complex inquiries when necessary. 1. Sales Development 2. Marketing Operations Core capabilities: However, implementing AI in sales and marketing presents challenges: A hybrid approach—where AI manages routine tasks and data-driven decisions while humans focus on relationship-building and strategy—has proven most effective. Legal Services AI agents are also transforming the legal industry by processing complex documents and maintaining compliance across jurisdictions. Systems like Harvey can break down multi-month projects, such as S-1 filings, into structured workflows while ensuring regulatory compliance. Key capabilities: However, AI-assisted legal work faces significant challenges. Validation and liability remain critical concerns—AI-generated outputs require human review, and the legal responsibility for AI-assisted decisions is still unresolved. While AI excels at document processing and legal research, strategic decisions remain firmly in human hands. Final Thoughts Across industries, AI agents are proving their value in automation, efficiency, and data-driven decision-making. However, fully autonomous systems are not yet replacing human expertise—instead, the most successful implementations involve AI-human collaboration, where agents handle repetitive tasks while humans oversee complex decision-making. As AI technology continues to evolve, businesses must strike the right balance between automation, control, and human oversight to maximize its 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 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 for Tailored Travel

New data from a YouGov survey, commissioned by Salesforce, reveals that Australian travellers are increasingly seeking customised travel experiences, with 59% expressing a desire for travel recommendations tailored to their individual profiles and preferences. The national survey, which included over 1,000 respondents, highlights a strong appetite for travel, with 66% of Australians planning to book travel online within the next six months. This includes 51% looking to book accommodation, 47% flights and transport, and 27% planning to secure tours or holiday packages. To demonstrate how AI can enhance travel experiences through human and autonomous collaboration, Salesforce partnered with TripADeal, an Australian online travel agency, to create a world-first AI immersive experience. Titled “What AI Was Meant to Be,” the showcase was held at Martin Place in Sydney’s CBD, offering a glimpse into the future of personalised travel. The survey findings indicate that younger generations are particularly drawn to personalised travel recommendations. Gen Z and Millennials show the highest interest, with 72% and 69% respectively expressing a preference for tailored travel options, compared to 54% of Gen X and 46% of Baby Boomers. Additionally, 27% of Gen Z and 31% of Millennials are “very interested” in such customised offerings. Geographically, residents of Australia’s five main capital cities are more likely to book travel online, with 85% indicating they would do so, compared to 75% of those living outside these regions. Similarly, 62% of city dwellers are interested in personalised trips, versus 54% of those in regional areas. To meet this growing demand for tailored travel experiences, TripADeal is leveraging Salesforce’s Agentforce platform. Leandro Perez, Salesforce’s SVP & CMO of Australia and New Zealand, commented on the partnership, stating, “The YouGov research shows us that there is a growing demand from Aussie travellers for personalised, curated travel recommendations, and that more Aussies than ever are booking travel online. For TripADeal, agentic AI is playing an important role in helping to meet this demand and redefining the overall customer experience the company provides.” Perez further explained how the collaboration between humans and AI agents is enhancing service efficiency: “Humans and autonomous AI agents are working together to deliver the very best outcome for TripADeal’s customers, allowing the company to scale customer experience and better support their travel consultants.” He also highlighted the broader implications of this technology, noting, “It’s a key component of our ongoing commitment to help marketers and customer experience leaders realise the possibilities and transformative outcomes they can achieve by harnessing the power of Agentforce. This level of personalisation and service will not just redefine the travel industry but all industries.” Agentforce enables TripADeal’s AI agents to act as virtual travel consultants, engaging with customers in natural language to understand their preferences and recommend suitable deals. For more complex queries, these AI agents seamlessly hand over to human consultants, ensuring a high standard of service quality. The AI-powered initiative was prominently featured at an interactive digital love lock wall in Martin Place. Visitors could interact with the AI agent to create a personalised digital love lock and design their dream holiday, with the chance to win a AUD ,000 TripADeal voucher. Perez emphasised the significance of the activation, saying, “Through this activation, we wanted to showcase AI as it’s meant to be for every Australian business, especially those who are focused on supercharging their customer experience. It’s been amazing to see the interest the activation has generated across the board. From business owners to members of the general public, people are walking past and popping in to see what it’s all about, and they’re experiencing for themselves how easy it is to interact with the AI agent and build a dream holiday that is truly unique to them, which is core to TripADeal’s offering.” This collaboration between Salesforce and TripADeal underscores the transformative potential of AI in the travel industry, offering a glimpse into how technology can meet the growing demand for personalised travel solutions. By combining the strengths of human expertise and AI capabilities, the partnership is paving the way for a new era of customer experience in travel and beyond. 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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The Rise of AI Agents

The Rise of AI Agents

The Rise of AI Agents: Salesforce’s Vision for a New Era of Business In just three months, more than 1,000 companies have deployed Salesforce AI agents, unlocking capabilities “they’ve never seen before” and setting the stage for game-changing business outcomes, according to CEO Marc Benioff. That’s a bold prediction—even for a visionary like Benioff, whose track record speaks for itself. But throughout our recent 25-minute conversation for the Cloud Wars CEO Outlook 2025 series, Benioff remained unwavering in his optimism about the AI-powered future. Agentic AI: The Force Driving Business Transformation According to Benioff, AI agents represent the next wave of business transformation, redefining how companies operate, innovate, and compete. “I’ve never been more excited about technology—this is an incredible moment in time,” Benioff said. He described AI agents as the bridge to a future where businesses engage with customers in ways previously thought possible only in science fiction. These AI-driven systems will help organizations operate at lower costs while improving customer relationships and key performance metrics. But Salesforce isn’t just selling this vision to customers—it’s living it. Benioff shared firsthand insights into how the company is leveraging AI to optimize its own operations, revealing lessons that could reshape how enterprises think about productivity and workforce planning. Digital Labor: A Multi-Trillion-Dollar Opportunity One of the most striking takeaways from our conversation was Salesforce’s approach to what Benioff calls “digital labor.” “For 25 years, Salesforce has helped businesses manage data. Now, we’re creating digital workers—AI agents that unlock entirely new ways to operate,” he said. This shift is already making an impact. Salesforce’s Agentforce AI now handles the bulk of the company’s customer support, transforming how its 9,000 service agents manage 36,000 weekly support inquiries: As a result, Salesforce is reallocating 2,000 support professionals to other roles—just one example of how AI is reshaping workforce dynamics. A Radical Rethink: No New Developers in 2025 Perhaps the most surprising revelation? Salesforce is pausing hiring for software engineers in 2025. Benioff explained that despite doubling its engineering team over the past five years, AI has driven a 30% increase in productivity. Rather than hiring more developers, Salesforce is leaning into AI-powered automation to accelerate software development. This shift raises fundamental questions about the future of work: Salesforce vs. Microsoft: Competing Visions for AI Agents AI agents are reshaping enterprise technology, but vendors have differing approaches. Benioff made it clear that Salesforce is taking a unique path—one he believes will ultimately lead the industry. Unlike Microsoft, which is deeply integrating AI within its core applications, Salesforce sees agents as an evolution of its CRM foundation, leveraging the vast 230-petabyte data ecosystem it manages for customers. “The businesses that are closest to their data will win,” Benioff said. “And we’re going to deliver capabilities that our customers have never seen before—ones that will thrill them out of their minds.” The Future: A Billion AI Agents As enterprises race to adopt AI, Benioff predicts an explosion in AI agent deployment. “In the next 12 months, we’ll see thousands of companies deploying up to a billion AI agents. And Salesforce will be the absolute leader in agentic technology for the enterprise,” he said. Benioff’s vision is clear: AI agents aren’t just an enhancement—they are the next frontier of business. And companies that embrace them will lead the way into a new era of efficiency, innovation, and 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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