Sales Archives - gettectonic.com - Page 8
AI Won't Hurt Salesforce

AI Won’t Hurt Salesforce

Marc Benioff Dismisses AI Threats, Sets Sights on a Billion AI Agents in One Year Salesforce CEO Marc Benioff has no doubts about the transformative potential of AI for enterprise software, particularly Salesforce itself. At the core of his vision are AI agents—autonomous software bots designed to handle routine tasks, freeing up human workers to focus on more strategic priorities. “What if your workforce had no limits? That’s a question we couldn’t even ask over the past 25 years of Salesforce—or the 45 years I’ve been in software,” Benioff said during an appearance on TechCrunch’s Equity podcast. The Billion-Agent Goal Benioff revealed that Salesforce’s recently launched Agentforce platform is already being adopted by “hundreds of customers” and aims to deploy a billion AI agents within a year. These agents are designed to handle tasks across industries—from enhancing customer experiences at retail brands like Gucci to assisting patients with follow-ups in healthcare. To illustrate, Benioff shared his experience with Disney’s virtual Private Tour Guides. “The AI agent analyzed park flow, ride history, and preferences, then guided me to attractions I hadn’t visited before,” he explained. Competition with Microsoft and the AI Landscape While Benioff is bullish on AI, he hasn’t hesitated to criticize competitors—particularly Microsoft. When Microsoft unveiled its new autonomous agents for Dynamics 365 in October, Benioff dismissed them as uninspired. “Copilot is the new Clippy,” he quipped, referencing Microsoft’s infamous virtual assistant from the 1990s. Benioff also cited Gartner research highlighting data security issues and administrative flaws in Microsoft’s AI tools, adding, “Copilot has disappointed so many customers. It’s not transforming companies.” However, industry skeptics argue that the real challenge to Salesforce isn’t Microsoft but the wave of AI-powered startups disrupting traditional enterprise software. With tools like OpenAI’s ChatGPT and Klarna’s in-house AI assistant “Kiki,” companies are starting to explore GenAI solutions that can replace legacy platforms like Salesforce altogether. For example, Klarna recently announced it was moving away from Salesforce and Workday, favoring GenAI tools that enable seamless, conversational interfaces and faster data access. Why Salesforce Is Positioned to Win Despite the noise, Benioff remains confident that Salesforce’s extensive data infrastructure gives it a significant edge. “We manage 230 petabytes of customer data with robust security and sharing models. That’s what allows AI to thrive in our ecosystem,” he said. While companies may question how other platforms like OpenAI handle data, Salesforce offers an integrated approach, reducing the need for complex data migrations to other clouds, such as Microsoft Azure. Salesforce’s Own Use of AI Benioff also highlighted Salesforce’s internal adoption of Agentforce, using AI agents in its customer service operations, sales processes, and help centers. “If you’re authenticated on help.salesforce.com, you’re already interacting with our agent,” he noted. AI Startups: Threat or Opportunity? As for concerns about AI startups overtaking Salesforce, Benioff sees them as acquisition opportunities rather than existential threats. “We’ve made over 60 acquisitions, many of them startups,” he said. He pointed to Agentforce itself, which was built using technology from Airkit.ai, a startup founded by a former Salesforce employee. Salesforce Ventures initially invested in Airkit.ai before acquiring and integrating it into its platform. The Path Forward Benioff is resolute in his belief that AI won’t hurt Salesforce—instead, it will revolutionize how businesses operate. While skeptics warn of a seismic shift in enterprise software, Benioff’s strategy is clear: lean into AI, leverage data, and stay agile through innovation and acquisitions. “We’re just getting started,” he concluded, reiterating his vision for a future where AI agents expand the possibilities of work and customer experience like never before. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
Salesforce CPQ Check Up

Salesforce CPQ Check Up

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

Read More
Pioneering AI-Driven Customer Engagement

Pioneering AI-Driven Customer Engagement

With Salesforce at the forefront of the AI revolution, Agentforce, introduced at Dreamforce, represents the next phase in customer service automation. It integrates AI and human collaboration to automate repetitive tasks, freeing human talent for more strategic activities, ultimately improving customer satisfaction. Tallapragada emphasized how this AI-powered tool enables businesses, particularly in the Middle East, to scale operations and enhance efficiency, aligning with the region’s appetite for growth and innovation.

Read More
Insurance Brokerage Financial Services Cloud

Insurance Brokerage Financial Services Cloud

Salesforce has introduced Financial Services Cloud for Insurance Brokerages, an AI-powered platform set to launch in February 2025, designed to automate and enhance client management, policy servicing, and commission processing for insurance brokerages. Built on Salesforce’s core CRM system, Insurance Brokerage Financial Services Cloud streamlines traditionally time-consuming tasks like policy renewals, employee benefits management, and commission splits, aiming to consolidate operations and reduce operational expenses.

Read More
user q and a

Handling Duplicate Phone Numbers in Salesforce Automations

I’m working with a list of customers in Salesforce, where duplicate detection is enabled for the phone field. When manually creating a new customer with an existing phone number, Salesforce displays a warning prompt asking if I want to proceed. The warning doesn’t block the save; it simply alerts me to the duplicate. However, when attempting to insert a record with the same phone number using MAKE, I encounter the following error: RuntimeError[400]: A duplicate record was found. Are you sure you want to create the record? This indicates that the automation is being blocked due to the duplicate detection rules. Solution Options Here are a few strategies to address this and allow the record to be inserted: Best Practices If you need help setting up any of these solutions, let Tectonic know! 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

Read More
Salesforce and Firmable

Salesforce and Firmable

Firmable Launches Salesforce Integration to Enhance CRM Workflows Firmable has unveiled its latest integration with Salesforce, further expanding its CRM ecosystem to support over 20,000 Salesforce users across Australia. By embedding its extensive Australian dataset directly into Salesforce, Firmable empowers businesses to optimize workflows, improve productivity, and elevate their sales and marketing efforts. This integration adds to Firmable’s suite of CRM solutions, which also includes compatibility with platforms like HubSpot, making its rich dataset an integral part of daily business operations. Key Benefits of the Firmable-Salesforce Integration A Comprehensive Solution for Australian Businesses Firmable’s integration with Salesforce brings unparalleled ease of use and precision to CRM workflows. By embedding its rich Australian data into everyday tools, businesses can streamline lead generation, enhance customer engagement, and boost sales effectiveness. 🔔🔔 Follow us on LinkedIn 🔔🔔 Ready to transform your sales and marketing strategies? Firmable is now available for trial or purchase at firmable.com. 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

Read More
lightning web picker in salesforce

Lightning Record Picker in Salesforce

The lightning-record-picker component enhances the record selection process in Salesforce applications, offering a more intuitive and flexible experience for users. With its ability to handle larger datasets, customizable fields, and strong validation features, it is a powerful tool for developers to incorporate into their Salesforce applications.

Read More
Tectonic Salesforce Customization

Salesforce Customization Requests

The Most Commonly Requested Salesforce Customizations Salesforce’s flexibility is one of its biggest strengths, allowing businesses to tailor the platform to meet their unique needs. Here are the most frequently requested types of customizations: 1. Declarative Customization Make adjustments using Salesforce’s built-in tools—no coding required. Examples: Ideal For:Businesses looking for straightforward changes to enhance usability without requiring programming expertise. 2. Integration Customization Connect Salesforce with third-party systems to streamline workflows and centralize data. Examples: Benefits:Boost operational efficiency by enabling seamless communication between systems. 3. Custom Code Development Go beyond standard functionality with tailored solutions using Apex, Visualforce, or Lightning Web Components. Examples: Best For:Organizations with advanced or highly specific requirements that declarative tools can’t fulfill. 4. User Interface (UI) Customization Adapt the look and feel of Salesforce to improve user experience and align with your brand. Examples: Goal:Create an intuitive, visually appealing interface that boosts productivity and user adoption. 5. Workflow Automation Save time by automating repetitive tasks and processes. Examples: Impact:Streamline operations, reduce manual workloads, and improve efficiency. 6. Reporting and Analytics Customization Provide actionable insights with tailored reports and dashboards. Examples: Advantage:Empower teams to make data-driven decisions with clear, relevant insights. 7. Mobile Optimization Ensure a seamless Salesforce experience for users on mobile devices. Examples: Purpose:Keep teams connected and productive, regardless of location. Conclusion Salesforce customization goes beyond CRM—it transforms the platform into a tailored solution that aligns with your unique business processes. Whether you’re looking for simple adjustments or advanced integrations, these customizations unlock Salesforce’s full potential to drive operational success. Ready to Get Started?Discover how our Salesforce customization services can help tailor the platform to your specific needs. Let’s work together to maximize your investment and achieve your business goals! 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

Read More
Sale of Time Magazine by Benioff

Sale of Time Magazine by Benioff

Marc Benioff Reportedly Exploring Sale of Time Magazine Salesforce Inc. Chairman and CEO Marc Benioff, along with his wife Lynn, is reportedly in discussions to sell Time magazine to the Greek media company Antenna Group, also known as ANT1 Group, according to a report by CNBC. Sources familiar with the matter have indicated that the talks are in the preliminary stages, with no certainty that a deal will materialize. In a statement to CNBC, a Time magazine spokesperson clarified, “There is no agreement to sell Time,” but did not confirm or deny whether discussions about a potential sale are ongoing. Yes, Salesforce CEO Marc Benioff is in talks to sell Time magazine to the Greek media company Antenna Group for around $150 million:  The sale comes at a time when many legacy media companies are struggling. Other media companies that have been acquired by billionaire owners have laid off staff in the past year.  Antenna Group was previously a bidder for Vice Media in 2022, before the company went bankrupt.  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

Read More
gettectonic.com