Salesforce Archives - gettectonic.com
21Mar

Salesforce and Singapore Airlines

Singapore Airlines (SIA), a Headline Partner of the APEX FTE Asia Expo in Singapore on 11-12 November 2025, is teaming up with Salesforce to co-develop cutting-edge Artificial Intelligence (AI) solutions for the airline industry. This collaboration, centered at the Salesforce AI Research hub in Singapore, aims to deliver greater value and innovative benefits to the sector. As part of this initiative, SIA is integrating Salesforce’s Agentforce, Einstein in Service Cloud, and Data Cloud into its customer case management system, enabling the airline to provide more consistent, personalised, and efficient service to its customers. SIA will deploy Agentforce, an AI system that uses autonomous agents to handle specific tasks, streamlining customer service operations. This allows SIA’s customer service representatives to focus on delivering enhanced, personalised attention during customer interactions. Data Cloud, Salesforce’s hyperscale data engine, powers Agentforce by consolidating relevant data, enabling AI agents to provide customer service representatives with tailored advice and solutions, further enhancing the customer experience. Mr. Goh Choon Phong, Chief Executive Officer of Singapore Airlines, highlighted the airline’s commitment to innovation: “As the world’s leading digital airline, Singapore Airlines is dedicated to investing in and leveraging advanced technologies to enhance customer experiences, improve operational efficiencies, drive revenue generation, and boost employee productivity. Over the past 18 months, the SIA Group has been an early adopter of Generative AI solutions, developing over 250 use cases and implementing around 50 initiatives across our end-to-end operations. Salesforce is a pioneer in Agentic AI, and integrating Agentforce, Einstein in Service Cloud, and Data Cloud into our customer case management system marks the first step in our collaboration. Together, we will co-create AI solutions that drive meaningful and impactful change, setting new standards for service excellence in the airline industry.” In addition to Agentforce, SIA will utilise Einstein Generative AI capabilities within Service Cloud to summarise customers’ previous interactions with the airline. This feature provides customer service representatives with actionable insights, enabling them to better understand and anticipate customer needs, tailor solutions, and reduce average response times. The result is a more efficient, proactive, and personalised customer service experience. Marc Benioff, Chair and Chief Executive Officer of Salesforce, emphasised the transformative potential of this partnership: “The rise of digital labour, powered by autonomous AI agents, is not just reimagining the customer experience – it’s transforming business. We’re thrilled to partner with Singapore Airlines, a trailblazer in this AI revolution, to elevate their already outstanding customer service to unprecedented heights, augment their employees, and collaborate on groundbreaking AI solutions for the airline industry. With our deeply unified digital labour platform, we’re bringing humans together with trusted, autonomous AI agents, unlocking new levels of productivity, innovation, and growth.” This collaboration between Singapore Airlines and Salesforce represents a significant step forward in the airline industry’s adoption of AI-driven solutions. By combining SIA’s industry expertise with Salesforce’s innovative AI technologies, the partnership aims to redefine customer service standards, enhance operational efficiency, and set a new benchmark for excellence in the aviation sector. 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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March 21, 2025in Agentforce Platform, Agentic AI, Artificial Intelligence, Data, Generative AI, Salesforce, Salesforce Hospitality Travel and Transportation0 Comments
data cloud and data silos
20Mar

Unify Your Data Silos

Unify Your Data Silos: Deliver Connected, Personalized Experiences 🔹 65% of customers expect businesses to tailor experiences to their evolving needs. (State of Data and Analytics Report, 2023) Have you ever received a marketing promotion for something you just bought? Or had to repeat your purchase history before getting help from customer service? These disjointed experiences frustrate customers and result from data silos that prevent a unified view of the customer journey. With enterprises using over 1,000 applications on average, data ecosystems are highly complex. Many businesses attempt to centralize data in lakes, warehouses, or lakehouses, yet 73% of enterprise data remains unused for analytics (Forrester). Why? Because much of this data stays locked in backend systems, failing to power the real-time applications and workflows that drive customer engagement and business success. Break Down Data Silos to Create Seamless Customer Experiences By unifying your data, you can personalize every interaction—from online reviews and service records to browsing history and purchases. And by securely activating this data within your CRM and AI-driven workflows, you can deliver smarter, faster, and more impactful customer experiences. Unlock Business Growth with Unified Data When your teams have access to a complete, real-time customer profile, they can turn insights into action across every touchpoint: ✅ Sales Teams receive real-time guidance during calls, offering tailored recommendations based on customer behavior.✅ Service Agents proactively address issues with instant alerts and AI-powered resolutions.✅ Marketers deliver personalized, cross-channel messaging, adapting dynamically to customer actions.✅ Retailers optimize shopping experiences by responding in real time to cart abandonment and browsing patterns.✅ IT Teams build real-time apps to detect fraud, assess economic trends, and enhance security. Checklist: Build a 360° View of Your Customer ✅ Basic Data: Demographics, job title, email, and IP address.✅ Interaction Data: Email opens, website visits, CTRs, customer service calls, and social media activity.✅ Behavioral & Attitudinal Data: Purchase history, order values, survey feedback, and online reviews. Turn Raw Data Into Actionable Insights with Data Cloud Data Cloud transforms fragmented data into a single, trusted source of truth, deeply integrated with the Salesforce Platform. It enables organizations to: ✔ Connect and unify all customer data without complex data pipelines.✔ Activate insights in real-time across sales, service, and marketing workflows.✔ Power trusted AI solutions using all enterprise data for better decision-making. See How Formula 1 Uses Data to Drive Fan Engagement 📺 Watch how F1 personalizes fan experiences “With over 500 million fans worldwide, we needed personalized journeys and always-on capabilities.”— Matthew Kemp, Senior CRM & Customer Operations Manager, F1 Checklist: Unite Your Data for Better Customer Experiences ✔ Make data easy to store, manage, and analyze from any source.✔ Think holistically about behavioral, interaction, and attitudinal data.✔ Use a platform that transforms raw data into actionable insights.✔ Audit your systems for data silos causing disconnected experiences.✔ Ensure data is accessible in everyday workflows with trusted solutions like Data Cloud. 📊 Data-driven businesses don’t just manage customer experiences—they revolutionize them. 🚀 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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March 20, 2025in Data, Enterprise, Salesforce Data Cloud0 Comments

AI and Robotics Revolution

The world’s leading CEOs are increasingly preparing for the imminent AI and robotics revolution, signaling a profound shift in the future of work. Salesforce CEO Marc Benioff recently offered a compelling vision of this future, where the boundaries between human and digital labor become increasingly blurred. In a striking declaration, Benioff stated that he would be the last Salesforce CEO to oversee a workforce composed solely of humans, underscoring the transformative impact of AI and robotics on the workplace. His remarks, which touched on the “digital labor revolution,” the multi-trillion-dollar economic opportunity it represents, and the rise of “agents” and robots, provide a thought-provoking glimpse into the evolving relationship between humans and technology in the professional sphere. Benioff elaborated on the concept of the “digital labor revolution,” describing it as a monumental opportunity worth between three and twelve trillion dollars. He emphasized that this revolution encompasses not only AI-driven agents and the “agentic age” but also the dawn of a “robotic age.” He highlighted China’s advancements in robotics as particularly noteworthy, pointing to the global competition in this rapidly evolving field. “The digital labor revolution is this three to twelve trillion dollar opportunity,” Benioff explained. “It involves agents and digital agents and the agentic age, but it also beholds a robotic age. And in the robotic age, who is going to make the robots? I think that that’s very impressive what the Chinese have been able to do with this robotic age. So the robots, the agents, AI—this is all part and parcel of the future.” When questioned about the implications for the workforce, Benioff made it clear that the integration of robots and AI agents into the workplace is inevitable. He envisions a future where humans work alongside these technologies in a collaborative manner. “The robotic age means for the workforce that we are going to work hand in hand with agents and robots,” he said. “I’ve told my employees, my customers, I’ll be the last CEO of Salesforce who only managed humans.” Benioff’s statement is more than a prediction; it is an acknowledgment of a rapidly approaching reality. His reference to the multi-trillion-dollar economic potential of AI and robotics highlights the scale of the opportunity, while his recognition of China’s progress in robotics underscores the global race to lead in this transformative domain. The concept of the “agentic age,” where AI agents operate autonomously, further underscores the shifting dynamics of the workplace, as traditional roles and processes are redefined by technological advancements. The implications of Benioff’s remarks are far-reaching. The integration of AI and robotics into the workforce will not simply augment human labor; it will fundamentally reshape it. This transformation will require a significant shift in mindset for both workers and leaders. Employees will need to adapt to collaborating with AI-powered agents and robots, acquiring new skills to remain relevant in an evolving job market. Companies, meanwhile, will face the challenge of integrating and managing a hybrid workforce, ensuring seamless collaboration between human and digital workers. Ethical considerations, such as the potential for job displacement and the responsible use of AI, will also need to be addressed proactively. Benioff’s words serve as a wake-up call, urging businesses and individuals alike to prepare for a future where humans and machines work side by side. This new era promises unprecedented levels of productivity and innovation, but it also demands careful planning and adaptation. As the lines between human and digital labor continue to blur, the organizations and individuals that embrace this change and invest in the necessary skills and infrastructure will be best positioned to thrive in the age of AI and robotics. 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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March 20, 2025in Salesforce, Technology0 Comments
itsm
18Mar

Salesforce Move Into IT Service Management

Salesforce CEO Marc Benioff Signals Bold Move into IT Service Management (ITSM)Salesforce CEO Marc Benioff has once again made headlines, this time with a bold announcement about the company’s expansion into IT Service Management (ITSM). During a recent appearance on the Motley Fool podcast, Benioff revealed that Salesforce is “building new apps, like ITSM.” This follows a subtle hint he dropped during an earnings call, where he teased, “At our TrailheadDX event… You might get a glimpse of the new ITSM product that’s coming if you look hard.” While the ITSM product didn’t take center stage at the event, Salesforce’s intentions to make significant strides in the ITSM space are clear. This move is particularly intriguing given the evolving dynamics between the ITSM and CRM markets, where Salesforce and ServiceNow are increasingly encroaching on each other’s territories. ServiceNow’s CRM Ambitions: A Challenge to Salesforce ServiceNow, the dominant player in the ITSM market, has been making bold moves into CRM, a domain where Salesforce has long been the leader. In fact, Salesforce outsells its closest competitor, Microsoft, by nearly four-to-one in the CRM space. However, ServiceNow is determined to carve out a significant share of the CRM market. Earlier this week, ServiceNow announced its agreement to acquire Moveworks for $2.8 billion. In an interview with CNBC, ServiceNow CEO Bill McDermott emphasized that this acquisition would strengthen the company’s front-office capabilities and bolster its ambition to become “the market leader” in CRM. Unlike traditional CRM competitors who often compete on price, ServiceNow offers a unique value proposition. Its CRM solution integrates with middle- and back-office workflows, encompassing order management, inventory, invoicing, and more. This end-to-end approach provides a more data-rich CRM experience, setting ServiceNow apart from Salesforce. While Salesforce still holds an edge in ease-of-implementation and core CRM functionality—particularly as ServiceNow relies on partners for marketing CRM capabilities—ServiceNow’s differentiated approach poses a long-term threat. Its strong foothold among IT teams, who are increasingly influencing customer-facing technology decisions, adds to its competitive advantage. Salesforce’s ITSM Push: A Strategic Countermove? Benioff’s announcement about Salesforce’s ITSM ambitions could be seen as a strategic countermeasure to ServiceNow’s CRM expansion. Over the years, the two tech giants have steadily encroached on each other’s markets, leveraging their respective strengths to diversify their offerings. As the lines between enterprise technologies continue to blur, the competition between Salesforce and ServiceNow is heating up. With the rise of AI and data platforms, businesses are seeking more integrated and innovative solutions, setting the stage for a fascinating battle of innovation and market dominance. Benioff Takes Aim at Microsoft—Again Adding another layer to this competitive narrative, Benioff didn’t miss the opportunity to critique Microsoft during the podcast. While he expressed amazement at the rapid advancements in AI over the past two years, he also took a jab at Microsoft’s offerings. “I think a lot of our customers have been very disappointed with a lot of the solutions that have been given to them—or even shoved at them,” Benioff said. “Even Microsoft has really disappointed so many of our customers. Copilot has a dozen copilots across its product lines, none of which are connected. It’s not one source of data or one piece of enterprise code.” This isn’t the first time Benioff has targeted Microsoft. He has previously expressed skepticism about its approach to AI, even comparing its Copilot feature to the infamous “Clippy” assistant from the past. A High-Stakes Battle of Innovation As the tech industry continues to evolve, the competition between Salesforce, ServiceNow, and Microsoft is intensifying. With Salesforce venturing into ITSM, ServiceNow pushing into CRM, and Benioff’s recurring critiques of Microsoft, the coming months promise to bring even more innovation—and perhaps a few more pointed remarks. The battle lines are drawn, and the stakes are high. As these tech giants vie for dominance, businesses stand to benefit from the wave of innovation and competition driving the industry forward. 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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March 18, 2025in Data, Enterprise, Salesforce, Technology0 Comments
advanced analytics
18Mar

Maximizing Sales Performance with Salesforce Sales Analytics

Salesforce, a leading CRM platform, provides powerful sales analytics tools that empower businesses to make data-driven decisions, boost productivity, and drive revenue growth. This guide highlights the importance of Salesforce Sales Analytics, its key features, and how to leverage them to optimize your sales team’s performance. Key Features of Salesforce Sales Analytics 1. Reports and Dashboards Salesforce’s reporting capabilities enable users to create custom dashboards and reports for real-time insights into lead conversion, sales performance, and other critical metrics. These visual tools help businesses track trends and make informed decisions effortlessly. 2. Einstein Analytics Powered by AI and machine learning, Einstein Analytics offers: 3. Sales Cloud Analytics Sales Cloud Analytics helps businesses: 4. Forecasting Tools Salesforce’s AI-powered forecasting tools provide accurate revenue projections by analyzing: How Different Teams Benefit from Sales Analytics ✅ Executives – Gain a high-level view of sales, service, and pipeline performance with real-time dashboards highlighting key business metrics. ✅ Sales Managers – Monitor team performance, track quota attainment, analyze pipeline changes, and optimize sales cycles to accelerate deal closures. ✅ Sales Representatives – Get insights into personal sales performance, pipeline activities, and quota attainment, allowing for quicker decision-making and identification of new business opportunities. ✅ Operations Teams – Analyze sales performance by customer, region, and source to optimize negotiation strategies and business development efforts. Setting Up the Salesforce Sales Analytics App 1. Launch Analytics Studio Navigate to Analytics Studio via the Sales Home page and click on the Apps button. 2. Search for Sales Analytics If the Sales Analytics App does not appear by default, use the search bar to locate it. 3. Access the Default Dashboard The default dashboard provides key metrics, including: 4. Customize Widgets Modify data representation by selecting the Edit button and customizing widgets to align with your business needs. 5. Adjust Goal Widgets Update goal widgets to match your sales targets and business objectives. 6. Explore Additional Dashboards Salesforce offers role-specific dashboards for Sales Managers, Executives, and other stakeholders to gain tailored insights. 7. Utilize the Lens Feature for Visualizations Leverage Lens to create object-specific visualizations, such as opportunities by time, stage, owner, and more. Conclusion Integrating Salesforce Sales Analytics with Tableau CRM creates a comprehensive Business Intelligence (BI) solution. However, businesses looking for a simpler or more cost-effective alternative may consider exporting Salesforce data into third-party analytics platforms for additional flexibility and ease of use. By leveraging Salesforce Sales Analytics, businesses can enhance forecasting, improve decision-making, and drive sales performance with real-time insights. 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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March 18, 2025in Data0 Comments
Salesforce Sales Engagement for Nonprofits
17Mar

Salesforce Sales Engagement for Nonprofits

Supercharge Your Nonprofit’s Donor Outreach with Salesforce Sales Engagement It’s time for the annual donor campaign. The fundraising team is juggling hundreds—if not thousands—of emails, phone calls, and follow-ups. The budget depends on surpassing last year’s donations, but with limited staff and time, reaching every potential donor feels impossible. The executive director asks, “How can we maximize donor engagement without increasing headcount—or at least focus our resources on the most likely givers?” Sound familiar? Every nonprofit faces the challenge of doing more with less. Fortunately, Salesforce offers a solution to keep your team organized, on task, and working smarter: Salesforce Sales Engagement. What Is Salesforce Sales Engagement? Salesforce Sales Engagement acts as a high-powered assistant for fundraising, membership, or program teams. This productivity hub, embedded within Salesforce, streamlines daily activities through automation, organization, and AI-powered insights. Key benefits include:✅ Cadences & Work Queues – Ensure no email, call, or task slips through the cracks.✅ Centralized Outreach – Keep all donor interactions in one place for seamless engagement.✅ AI-Driven Optimization – Analyze performance and refine strategies based on data. Previously known as High-Velocity Sales, Sales Engagement accelerates development cycles and scales outreach efforts effortlessly. By prioritizing critical tasks and automating others, your team can focus on building meaningful relationships and securing commitments faster. Engagement Cadences: Your Fundraising Playbook in Action Cadences serve as step-by-step roadmaps, guiding teams on how and when to engage with donors, members, or program participants. Whether you’re running a donor drive, promoting event registrations, or managing renewals, cadences ensure consistency and efficiency. Two Types of Cadences: 1️⃣ Standard Cadences – A structured sequence of touchpoints (emails, calls, LinkedIn messages) over time, such as a 30-day donor onboarding journey.2️⃣ Quick Cadences – A single, repeatable action, like automatically sending a thank-you email after a donation. With Cadence Builder, customizing workflows for different donor segments is fast and easy. Actions dynamically adjust based on engagement—so if a donor opens an email, they might receive a follow-up call; if they don’t, a reminder email is sent instead. Best of all, your team doesn’t have to track or remember each step—Sales Engagement assigns tasks automatically to individual work queues, ensuring nothing gets missed. Data-Driven Decision-Making with Built-In Analytics To improve outreach, you need to measure it. Sales Engagement provides powerful dashboards and reports to evaluate performance and optimize your approach. ✅ Track email open rates, call response rates, and donor engagement trends.✅ Identify successful messaging and refine underperforming campaigns.✅ Tie engagement metrics to fundraising goals to measure real impact. Unlike basic email tracking, Sales Engagement helps nonprofits connect data-driven insights with mission outcomes—empowering smarter decision-making without complex process changes. Already Using Salesforce Flows for Outreach? If your nonprofit relies on Salesforce Flow for outreach, you may wonder if Sales Engagement is necessary. The answer? Yes—if you want to do more with less effort. While flows are great for automation, Sales Engagement goes further with built-in call scripts, AI-powered task prioritization, and adaptable cadences. It offers a more intuitive, flexible approach to donor engagement, reducing manual work and boosting efficiency. Ready to Transform Your Fundraising Strategy? Salesforce Sales Engagement isn’t just for corporations—it’s a game-changer for nonprofits, helping teams increase donations, memberships, and event participation with less effort and greater impact. Are you ready to work smarter, engage better, and raise more? Let’s get started. 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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March 17, 2025in Data, Salesforce, Salesforce Flow0 Comments
Salesforce Energy and Utilities Cloud Explained
17Mar

Salesforce Energy and Utilities Cloud Explained

Salesforce Energy and Utilities Cloud is a specialized industry solution built on the Salesforce platform, designed to meet the unique needs of energy and utility companies. It helps these organizations manage customer relationships, streamline operations, and drive digital transformation in an increasingly complex and regulated industry. The cloud solution provides tools for customer engagement, field service management, and regulatory compliance, among other functionalities. Key Features of Salesforce Energy and Utilities Cloud: Benefits of Salesforce Energy and Utilities Cloud: Use Cases: Implementation Considerations: In summary, Salesforce Energy and Utilities Cloud is a comprehensive solution designed to help energy and utility companies enhance customer engagement, streamline operations, and achieve regulatory compliance. By leveraging advanced technologies and industry-specific functionalities, utilities can drive digital transformation and improve overall performance. 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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March 17, 2025in Data, Salesforce, Salesforce Einstein0 Comments
Salesforce Unveils Agentforce 2dx
17Mar

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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March 17, 2025in AgentExchange, Agentic AI, Data, Salesforce0 Comments
Financial Services Sector
14Mar

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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March 14, 2025in Data, Enterprise, Mulesoft, Salesforce, Salesforce Data Cloud0 Comments
AI-Driven Salesforce Explained
14Mar

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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March 14, 2025in Artificial Intelligence, Data, Salesforce, Salesforce Einstein, Technology0 Comments
ViUniT: A Breakthrough AI Framework for Reliable Visual Unit Testing in AI
14Mar

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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March 14, 2025in AI Tools, Artificial Intelligence, Data, Laws, Salesforce0 Comments
Salesforce Data Cloud
14Mar

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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March 14, 2025in Data, Salesforce, Salesforce Data Cloud0 Comments
Salesforce Introduces Agentblazer Status
13Mar

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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March 13, 2025in Agentic AI, Data, Salesforce, Technology0 Comments
Scaling AI Systems
11Mar

Scaling AI Systems

Scaling AI Systems: How Salesforce Manages 100,000+ AI Requests Per Minute AI adoption is accelerating, but scaling AI systems to handle massive workloads is a challenge few have mastered. At Salesforce, AI infrastructure supports over 100,000 training and metadata requests per minute—a feat that requires precision engineering, robust orchestration, and resilient architecture. So, how does Salesforce achieve this scale? Key Strategies for Scaling AI Systems 1. Intelligent Orchestration to Manage Demand Handling 100,000+ requests per minute means prioritizing workloads efficiently. Salesforce uses intelligent job orchestration to balance AI training and inference tasks across distributed environments. This ensures resources are allocated optimally without overwhelming systems. 2. Scalable and Fault-Tolerant Infrastructure AI workloads are unpredictable. Salesforce has built a fault-tolerant infrastructure that automatically scales up or down based on demand. This dynamic scaling prevents bottlenecks while ensuring high availability. 3. Metadata-Driven AI Pipelines AI models require continuous updates, and metadata management is key. Salesforce’s AI systems track metadata across training pipelines, enabling seamless model updates and performance monitoring. 4. Distributed Compute for Speed and Efficiency Instead of relying on a single processing hub, Salesforce distributes AI workloads across multiple compute nodes. This reduces latency, improves processing speed, and optimizes resource usage across cloud environments. 5. Robust Monitoring and Automation Scaling AI isn’t just about computing power—it requires proactive monitoring. Salesforce leverages automated observability tools to detect anomalies, optimize processing efficiency, and maintain system health in real time. The Future of AI Scalability As enterprises embrace AI-driven automation, the need for scalable, resilient AI infrastructure will only grow. Salesforce’s approach—combining intelligent orchestration, metadata-driven workflows, and distributed computing—sets a blueprint for managing high-volume AI workloads at scale. For organizations looking to scale AI, the lesson is clear: invest in automation, resilience, and intelligent resource management to unlock AI’s 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 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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March 11, 2025in Data, Enterprise, Salesforce0 Comments

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