Salesforce Customer 360 Archives - gettectonic.com
Rethinking Technology in Local Government
10Feb

Rethinking Technology in Local Government

Rethinking Technology in Local Government: A Call to Action By Richard Young, Head of Local Government, Salesforce The latest survey from Salesforce and LGC underscores an urgent need for a technology transformation in local government. Legacy systems and fragmented infrastructure remain significant roadblocks to digital progress, with nearly half of respondents identifying them as barriers to adoption. Outdated, disconnected systems limit efficiency, frustrate staff and residents, and prevent seamless data sharing—ultimately hindering councils from delivering modern, responsive services. Breaking Down Silos: A Unified Approach To move beyond fragmented solutions, councils must embrace a connected digital ecosystem that integrates systems, data, and stakeholders. Salesforce enables this shift through: ✅ MuleSoft – Seamlessly integrates legacy and modern systems, allowing for real-time data sharing and eliminating silos.✅ Salesforce Customer 360 – Provides a single, unified view of residents, enabling personalized, consistent service delivery across all touchpoints. By adopting a resident-first approach, councils can streamline operations, enhance engagement, and deliver services more effectively. Overcoming Barriers to Digital Transformation While the benefits of modern technology are clear, our survey reveals significant challenges to implementation, including: Salesforce supports councils through these challenges by providing: 🎓 Comprehensive training programs – Equipping staff with the skills to confidently adopt new technology.🤝 Shared service models – Encouraging collaboration across councils to pool resources and scale best practices.🚀 The Government Innovators Network – A knowledge-sharing platform connecting public sector leaders and private technology partners to drive innovation. By focusing on incremental modernization and ROI-driven deployments, councils can maximize value while staying within budget constraints. Empowering Councils for the Future To truly future-proof local government, technology must be: ✔ User-friendly – Intuitive systems reduce friction, enabling both staff and residents to self-service with ease.✔ Scalable and secure – Protecting against cyber threats and evolving challenges.✔ Designed for impact – Fostering collaboration between public and private sectors to drive long-term innovation. Salesforce has already made a measurable impact: 🏛 A UK council integrated over 30 legacy systems, reducing administrative overhead by 40% and increasing resident satisfaction by 25%.🇦🇺 An Australian local authority centralized resident engagement, cutting service request response times by 50%. Across the globe, we are transforming council operations, governance, and resident experiences. A Connected Future Starts Now Now is the time for councils to rethink their approach to technology. By embracing scalable, integrated solutions, they can deliver better services, empower staff, and put residents at the heart of every decision. Together, we can reimagine local government—creating a more connected, efficient, and empowered future. Richard Young, Head of Local Government, Salesforce 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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February 10, 2025in Data, Mulesoft, Salesforce, Technology0 Comments
Salesforce Foundations
17Jan

Salesforce Foundations

We are excited that Agentforce Service Agents are now live! Agentforce Service Agent is the autonomous conversational AI assistant to help your customers with their service and support needs. What does this mean for Foundations Customers?Salesforce Foundations is required for all customers in order to try or buy Agentforce. Additionally, customers who have Foundations can try Agentforce Agents for free with a limited number of credits to test a use case or deploy a proof of concept. Salesforce Foundations is not a product or add-on. It’s a multi-cloud feature set that will be added to Sales and Service Cloud — no integration needed, with no additional upfront cost for our customers. It includes foundational features from Sales, Service, Marketing, Commerce, and Data Cloud. Salesforce Foundations provides a 360-degree view of your customer relationships across sales, service, marketing, and commerce through integrated applications and unified data. It also boosts productivity with streamlined, visually friendly user interface improvements, that you can turn on or off per your requirements. If you’re a Salesforce Sales Cloud or Service Cloud customer, you’ve become accustomed to the power, convenience, and full-featured functionality of our trusted CRM. Adding the additional functionality and engagement capabilities of a new Salesforce Cloud is exciting, but it’s also a big change for your organization to consider when you’re not sure about the value it brings. So, what if you could use essential features in the most popular Salesforce Clouds and turn them on when you’re ready? Now you can with Salesforce Foundations. Salesforce Foundations is a new, no-cost addition to your existing CRM that equips you to expand your business reach. The suite gives Salesforce customers on Enterprise, Unlimited, and Einstein 1 editions the power of Data Cloud, and access to essential Salesforce sales, service, Agentforce, marketing, and commerce capabilities. This suite is built into your existing CRM, and provides new functionality to give you a more robust 360-degree view of your customers. This chart shows the Salesforce Foundations features you get with your current Sales Cloud or Service Cloud package. You get Sales for Salesforce Foundations You get Service for Salesforce Foundations You get Marketing for Salesforce Foundations You get Commerce for Salesforce Foundations You get Data Cloud for Salesforce Foundations You get Agentforce for Salesforce Foundations If you already have Sales Cloud * Yes Yes Yes Yes Yes If you already have Service Cloud Yes * Yes Yes Yes Yes If you already have Sales & Service Clouds * * Yes Yes Yes Yes *Your current Salesforce product. Benefits of Salesforce Foundations The features you get with Salesforce Foundations open doors to all sorts of new ways your teams can work more efficiently and engage with your customers on a more personal level. The benefits listed below are only a few of the ways Salesforce Foundations can help your business grow and thrive. Check out Discover Salesforce Foundations to see the full list of capabilities included with Salesforce Foundations. With Salesforce Foundations, your organization benefits from: Sales features that help you take care of your entire sales pipeline, from prospecting to closing. You can manage your leads, opportunities, accounts, and contacts in the preconfigured Sales Console. Service features that make it easy to provide proactive, personalized support to your customers through the preconfigured Service Console. Omni-channel case routing makes sure the most qualified agents work each case, Knowledge Management helps agents provide accurate and relevant help articles to customers, and macros help agents complete repetitive tasks with a single click. Agentforce brings the power of conversational AI to your business. Try out an intelligent, trusted, and customizable AI agent and help your users get more done with Salesforce. Agentforce’s autonomous apps use LLMs and context to assist customers and human agents. Marketing features that allow you to join data from disparate sources, better understand and analyze your customers, and choose how to connect with your audiences. You can create customized marketing campaigns powered by Salesforce Flows to send at the right time. Commerce features that help boost sales with a Direct to Customer (D2C) online storefront. You can define customer experiences like search, carts, and checkout. Pay Now lets you generate secure payment links for customers when opportunities close, so you get paid faster. Data Cloud functionality that creates unified profiles by aggregating data from all of your data sources into a single view so you can better understand your customers. Create customer segments to more accurately target campaigns, analyze your customers, and manage consent data. Data Cloud also powers features so you can send online store order confirmation emails and marketing messages. 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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January 17, 2025in Data, Enterprise, Salesforce, Salesforce Flow, Salesforce Foundations, Salesforce Sales Cloud0 Comments
Autonomous Agents on the Agentforce Platform
13Dec

Leveraging Agentforce

At Dreamforce 2024, Salesforce customers showcased the power of Agentforce by creating over 10,000 autonomous agents, each designed to address specific business challenges. The message was clear: “If you can describe it, Agentforce can do it.” By leveraging Agentforce, customers are able to create a flexible, on-demand digital workforce that operates without limitations, making it easy to build and deploy agents using familiar Salesforce tools and language. Why This Matters: Recent Salesforce research reveals that U.S. consumers often spend up to nine hours interacting with customer service to resolve a single issue. Moreover, 67% of consumers are frustrated when their issues aren’t resolved immediately and may abandon one-third of customer service interactions. This presents a massive opportunity to enhance the customer experience with AI-powered agents. “Piloting Agentforce made a noticeable difference during our busiest period — back-to-school season. We saw a 40% increase in case resolution, surpassing the performance of our old bot. Agentforce helps manage routine tasks, allowing our service teams to focus on more complex cases.” – Kevin Quigley, Director of Process Improvement, Wiley What’s New: Several new solutions are now available to all customers: Going Deeper: Agentforce is fully integrated into the Salesforce Platform, combining powerful data, AI, and the Salesforce Customer 360 ecosystem. This integration unlocks infinite agent capacity and proactive actions across all roles and channels, with full context on every customer interaction. Industry-Specific Examples: Agentforce’s flexibility allows it to serve various industries with tailored solutions: Customer & Analyst Quotes: “Agentforce is enhancing Saks’ ability to provide personalized customer support, automating routine tasks like order tracking, which allows our teams to focus on delivering a high-touch experience.” – Mike Hite, Chief Technology Officer, Saks Global “With Agentforce, OpenTable is automating routine tasks, saving time for our reps to focus on strengthening customer relationships and providing exceptional service to diners and restaurants worldwide.” – George Pokorny, Senior VP of Global Customer Success, OpenTable “By integrating Agentforce with Data Cloud and MuleSoft, we’re unlocking the full potential of our data, driving faster decisions and reimagining how we serve clients.” – Caroline Basyn, Chief Digital & IT Officer, The Adecco Group “Agentforce will revolutionize ezCater’s food management services, blending AI and human interaction to ensure seamless, personalized experiences for every customer.” – Erin DeCesare, CTO, ezCater 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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December 13, 2024in Agentforce Platform, Data, Mulesoft, Salesforce, Technology
Salesforce Data Cloud Innovations Announced
01Oct

Salesforce Data Cloud Innovations Announced

Salesforce Data Cloud Drives Customer Experience Transformation with New Data and AI Innovations Salesforce has unveiled new innovations within its Data Cloud, enhancing the way organizations transform customer experiences by leveraging data and AI. Key advancements include expanded support for unstructured data, enabling native processing of audio and video content—such as webinars and calls—to unlock deeper insights into customer behavior. A standardized semantic data model ensures both Agentforce Agents and humans can consistently interpret and use data, while improved search capabilities enhance information discovery by factoring in customer context. Real-time data activations allow organizations to respond instantly to evolving customer needs, and new data security and governance features safeguard operations and prevent data exposure. “In this new era of AI and Agents, customer data and metadata are the new gold for the enterprise,” said Rahul Auradkar, EVP and GM for Data Cloud at Salesforce. “More companies are using Data Cloud to unify all their data—from customer interactions and product usage to IoT and social media data—gaining deeper insights across all touchpoints. Because Data Cloud is foundational to Salesforce, companies can act on this data to deliver personalized, meaningful customer experiences.” Data Cloud integrates with Salesforce Customer 360, Agentforce, Flow, and analytics, providing a trusted data foundation for personalized experiences and real-time analytics. It powers data-driven actions and workflows while securely enabling AI across all Salesforce applications. Leveraging zero-copy technology and MuleSoft connectors, Data Cloud can ingest data from hundreds of sources, including data lakes and warehouses. Integrated into the Salesforce Platform, this metadata seamlessly flows into Salesforce applications, governed by set policies. This gives every team a 360-degree customer view, driving AI, automation, and analytics without compromising security. Data Cloud also enhances Agentforce, providing contextual insights and guiding next-best steps, like automating follow-up emails or sharing detailed chat summaries with human agents. Tableau Semantics bridges the gap between AI and employees, ensuring they operate with consistent data definitions. The following new Data Cloud features will be available across various release stages: For more information, visit www.salesforce.com. 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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October 1, 2024in Data, Enterprise, Mulesoft, Salesforce, Salesforce Data Cloud, Technology
Connected Vehicles
29Aug

Connected Vehicles

Revolutionizing the Automotive Industry: Salesforce’s Connected Car App The automotive industry has always been a beacon of innovation, consistently pushing the boundaries to enhance the driving experience. From the iconic Model T and the assembly line to today’s electric and autonomous vehicles, the evolution of automobiles has been driven by an unyielding pursuit of progress. I actually purchased a new-to-me car today, and with the connected vehicle on the horizon I’m kind of glad I’ll be able to upgrade in a couple years. Bluetooth and back up cameras are great. But a car that can tell the dealership to get me on the horn before some automotive calamity occurs? The future is here, my friends. Connected Vehicles for Better Experiences Now, as digital transformation reshapes industries, a new chapter is emerging in automotive innovation: the connected car. Leading this charge is Salesforce, a global powerhouse in customer relationship management (CRM), with the introduction of its groundbreaking Connected Car App, poised to redefine in-car experiences for both drivers and passengers. From my personal buying experience today, the car business could use some customer relationship management! The Future of In-Car Connectivity Salesforce’s Connected Car App is more than just a technological enhancement; it represents a fundamental shift in how we interact with our vehicles. By leveraging Salesforce’s Customer 360 platform, this app creates personalized, engaging experiences that go far beyond traditional automotive features. The Connected Car App is designed to make every journey more intuitive and efficient, offering real-time insights and services tailored to the unique needs of each driver. Whether it’s maintenance alerts, optimized route suggestions based on traffic, or personalized entertainment options, the app transforms the car into a truly smart companion on the road. A GPS feature? I guess I can plan on deleting Waze off my phone in the near future! Powered by Salesforce Customer 360 At the heart of the Connected Car App is Salesforce’s Customer 360 platform, which delivers a comprehensive, 360-degree view of each customer. This integration ensures that the app provides tailored experiences based on a deep understanding of the driver’s preferences, habits, and history. It isn’t going to just know you by a vehicle loan number, a VIN number, or even just an email address. For instance, a driver who frequently takes long road trips might receive customized recommendations for rest stops, dining options, and attractions along their route. Meanwhile, commuters could benefit from real-time updates on traffic, weather, and parking availability. The app’s ability to anticipate and respond to the driver’s needs in real time distinguishes it from traditional in-car systems. I can just hear my car now, advising me it has been one hour since I stopped for coffee, and she’s worried about my sanity. Enhancing Customer Loyalty and Satisfaction with Connected Vehicles The Connected Car App offers significant potential to boost customer loyalty and satisfaction. By delivering a personalized driving experience, automakers can strengthen relationships with customers, transforming each driving journey into an opportunity to build brand loyalty. If Toyota is suddenly going to treat me like Shannan Hearne instead of customer # xxxxx would be ecstatic. Additionally, the app’s capability to collect and analyze data in real time opens new avenues for automakers to engage with their customers. Predictive maintenance reminders, targeted promotions, and special offers are just a few examples of how the app fosters a deeper connection between the brand and the driver. Oh, yeah. My connected vehicle app is DEFINITELY going to be talking to me about changing my oil (I’m not exactly diligent), how great the latest model of Toyota is (I drove a Corolla for 18 years and have also owned a Tacoma, a Tundra, and a Prius), and if it would add coffee coupons I would be golden. A New Era of Automotive Innovation Salesforce’s Connected Car App marks a pivotal moment in the automotive industry’s digital transformation. As vehicles become increasingly connected, the opportunities for innovation are boundless. Salesforce is at the forefront with a solution that not only enhances the driving experience but also empowers automakers to build stronger, more meaningful relationships with their customers. In a world where customer expectations are constantly growing, the Connected Car App is a game-changer. Customers, even car owners, expect their brands to know them and recognize them. By integrating Salesforce’s CRM capabilities directly into vehicles, the app creates a seamless, personalized experience that stands out. As we look ahead, it’s clear that the Connected Car App is just the beginning of an exciting new era of automotive innovation. As a marketer at heart and a technologist by trade, I’m really excited about the potential here. Connected Vehicle: A Unified Digital Foundation Salesforce’s Connected Vehicle platform provides automakers with a unified, intelligent digital foundation, enabling them to reduce development time and roll out features and updates faster than ever before. This platform allows seamless integration of vehicle, Internet of Things (IoT), driver, and retail data from various sources, including AWS IoT FleetWise and Snapdragon® Car-to-Cloud Connected Services Platform, to enhance driver experiences and ensure smooth vehicle operation. Can you imagine a smart app like the Connected Vehicle talking to your loyalty apps for gas stations, convenience stores, and grocery stores? I would be driving down the interstate and the app will tell me there is a Starbucks ahead AND I have a 10% off coupon. Automakers and mobility leaders like Sony Honda Mobility are already exploring the use of Connected Vehicle to deliver better experiences for their customers. The platform’s ability to access and integrate data from any source in near real time allows automakers to personalize driver experiences, in-car offers, and safety upgrades. Why It Matters By 2030, every new vehicle sold will be connected, and the advanced, tech-driven features they provide will be increasingly important to consumers. A recent Salesforce survey revealed that drivers already consider connected features to be nearly as important as a car’s brand. Connected Vehicle accelerates this evolution, enabling automakers to immediately deliver branded, customized experiences tailored to

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August 29, 2024in Salesforce Implementation Services, Salesforce Managed Services, Salesforce Manufacturing Automotive Energy
Salesforce Summer 24 Industries Release
18Jun

Salesforce Summer 24 Industries Release

Industries Salesforce Summer 24 Industries Release Industries solutions shape Salesforce to the needs of your business, reducing the need for you to customize things yourself. Consumer Goods Cloud streamlines delivery and distribution processes with Direct Store Delivery and Van Sales. Optimize service operations in the field with Field Service for Industries. Health Cloud integrates with Milliman Care Guidelines (MCG) to bring industry-standard assessments to Integrated Care Management. Loyalty Management gives marketing managers greater flexibility with Global Promotions Management. Manufacturing Cloud helps manufacturers streamline the process of recovering costs on defective parts from suppliers with Warranty Supplier Recovery. Salesforce for Education helps students plan their degrees better with Intelligent Degree Planning. We also have plenty of changes for Automotive Cloud, Salesforce for Nonprofits, Public Sector Solutions, Industries common features, and much more. Salesforce Summer 24 Industries Release 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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June 18, 2024in Public Sector Solutions, Salesforce, Salesforce for Nonprofits
Salesforce Hyperforce Summer 24 Release Notes
26Apr

Salesforce Hyperforce Summer 24 Release Notes

Hyperforce is the next-generation Salesforce infrastructure architecture built for the public cloud. Salesforce Hyperforce Summer 24 Release Notes. It provides Salesforce applications with compliance, security, privacy, agility and scalability and gives customers more choice over data residency. Salesforce Hyperforce Summer 24 Release Notes Hyperforce is Salesforce’s renewed infrastructure architecture, based on the consumption of public cloud services. It has been designed to offer customers a more powerful and easily scalable platform. In this new scenario, Salesforce does not manage physical resources. What is the difference between Hyperforce and Lightning? The Lightning Platform is the core infrastructure in Salesforce whereas, Hyperforce is a new infrastructure model provided by the CRM platform. 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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April 26, 2024in Hyperforce, Salesforce, Salesforce Sales Cloud
Salesforce Industries Summer 24 Release Notes
24Apr

Salesforce Industries Summer 24 Release Notes

Industries solutions shape Salesforce to the needs of your business, reducing the need for you to customize things yourself. Salesforce Industries summer 24 release notes. Consumer Goods Cloud streamlines delivery and distribution processes with Direct Store Delivery and Van Sales. Optimize service operations in the field with Field Service for Industries. Health Cloud integrates with Milliman Care Guidelines (MCG) to bring industry-standard assessments to Integrated Care Management. Loyalty Management gives marketing managers greater flexibility with Global Promotions Management. Manufacturing Cloud helps manufacturers streamline the process of recovering costs on defective parts from suppliers with Warranty Supplier Recovery. Salesforce for Education helps students plan their degrees better with Intelligent Degree Planning. We also have plenty of changes for Automotive Cloud, Salesforce for Nonprofits, Public Sector Solutions, Industries common features, and much more. Salesforce Industries Summer 24 Release Notes 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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April 24, 2024in Public Sector Solutions, Salesforce, Salesforce Automotive Cloud, Salesforce CPQ, Salesforce Education Cloud, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud, Salesforce Manufacturing Automotive Energy, Salesforce Nonprofit Cloud
Salesforce Customer 360 Data Model
23Apr

Salesforce Customer 360 Data Model

Customer 360 Data Model The Salesforce Customer 360 Data Model simplifies data integration across cloud applications by providing standardized guidelines. This model allows for the creation of data lakes, generation of analytics, training of machine-learning models, and building a unified view of the customer. Organization into Subject Areas The model is organized into various subject areas, each representing a significant business activity such as customer information, product data, or engagement data. Each subject area is comprised of Data Model Objects (DMOs). A DMO is a view of your data imported into Data Cloud from data streams, insights, and other sources. DMOs use attributes (fields) to organize data in specific and meaningful ways. The term “DMO” can refer to either the Salesforce-created and managed schema for a DMO or an instance of a DMO in an organization based on that schema. Types of DMOs Multiple types of DMOs can be created and used within an organization: Data Mapping and Integration Data imported into Data Cloud must be mapped to a DMO before it can be used for segmentation, activation, analytics, or other operations. To start mapping data, add a connected data source to Data Cloud. After connecting a source, Data Cloud allows you to create mapping sets between objects and fields within it and the Customer 360 Data Model. For more detailed information about DMOs and other object types used in Data Cloud, refer to Data Objects in Data Cloud. Data Relationship Diagram The Customer 360 Data Model connects disparate data by linking DMOs through relationships. Here’s the full data relationship diagram for the Customer 360 Data Model. Subject Area Diagram For an overview of the data model, you can view the Overview Data Model on the Salesforce Architect page. To further explore this topic, review the associated Trailhead module: Customer 360 Data Model for Data Cloud. Data Model Subject Areas Learn more about the different subject areas within Data Cloud: Individual and Contact Points When using the Customer 360 Data Model, Data Cloud prepares a list of Salesforce-published objects, fields, metadata, and relationships to ensure consistency across applications and business processes. Individual and contact point objects are crucial for successful and complete data streams. For more detailed diagrams and information, visit the Salesforce Architect page and explore the related Trailhead module. 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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April 23, 2024in Salesforce Data Cloud, Salesforce Optimization
Salesforce Success Story
25Mar

Case Study: Salesforce Nonprofit Success Pack Configuration Correction

A Community Foundation located in the Northwest United States supported by donors / members that provides philanthropic leadership in the Northwest through awarding of grants and sponsorships to nonprofit organizations, student scholarships, and the coordination of collaborative responses to the region’s complex needs had an improperly installed Salesforce Nonprofit Success Pack. Salesforce Nonprofit Success Pack Configuration Correction case study. Industry: Nonprofit Problem: Nonprofit client uses Salesforce NonProfit Success Pack to maintain member data and associated donation records, but the solution was originally configured incorrectly, resulting in: Implemented : Our solution? Tectonic performed analysis on the existing Salesforce NonProfit Success Pack solution and identified errors and made improvements.  The following activities were performed during the project: Results: Salesforce offers customized solutions for the nonprofit and NGO industries, assisting companies in this field to provide outstanding donor and member experiences, optimize workflows, and spur expansion to further extend the reach of their good works. These solutions make use of the Salesforce Nonprofit Success Pack to improve communication, organize data, and provide a customized experience. Salesforce offers digital transformation technology for NGO, religious instutions and Nonprofit industries. If you are considering a Salesforce nonprofit implementation, contact Tectonic today. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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 25, 2024in Salesforce, Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Success Stories
Salesforce Success Story
21Mar

Case Study: Healthcare Health Cloud Marketing Cloud Large Childrens Hospital

Large children’s hospital needs a usable data model and enhanced security to deliver excellent patient outcomes. Healthcare Health Cloud Marketing Cloud Large Childrens Hospital. Industry: Healthcare Client is a large children’s hospital with pediatric healthcare offering acute care. Problem: Implemented : Our solution? Results: In order to improve operations, provide physician-facing services, and move data—including PHI and PII—to the cloud, we have assisted healthcare providers in overcoming these obstacles. Salesforce offers all-inclusive solutions specifically designed to meet the demands of payers (insurance companies) and providers (healthcare organizations). Better health outcomes, more operational effectiveness, and increased patient engagement are the goals of these solutions. Salesforce solutions for the health and life sciences are tailored to the particular requirements of the medical industry. Salesforce offers digital transformation technology for health and life sciences industries. If you are considering a Salesforce healthcare implementation, contact Tectonic today. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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, 2024in Salesforce, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud, Salesforce Marketing Cloud, Salesforce Sales Cloud, Salesforce Shield, Salesforce Success Stories
Leverage AI and Machine Learning in Your Data Warehouse
08Mar

Exploring Machine Learning with Salesforce

Machine Learning (ML) falls into three main categories: Supervised Learning, Unsupervised Learning, and Reinforcement Learning. Let’s dive into some issues and considerations that might leave you wondering if it’s even worth starting! Not embracing what Professor Stuart Russell called “the biggest event in human history” may be short-sighted. Don’t worry, Salesforce can help. Salesforce and Machine Learning Salesforce has a 20-year history of making complex technologies business-friendly. This extends to Machine Learning, integrating ML capabilities throughout the Salesforce Customer 360 suite, which includes solutions for Marketing, Commerce, Sales, Service, and Analytics, among others. Machine Learning in Action with Salesforce Marketing Imagine you’re in a marketing role. You want to predict the likelihood that a customer will engage with your campaigns to maximize effectiveness. Supervised Learning can help here by predicting subscriber engagement (opens, click-throughs, conversions) using historical data (90 days of engagement metrics). For example, using predictive Engagement Scoring, a Salesforce customer in the travel industry achieved a 66% drop in unsubscribe rates and a 13% revenue increase. You also want to ensure prospective customers can quickly find relevant products. Unsupervised Learning can personalize product assortments throughout the shopper journey by analyzing buying patterns, site browsing tendencies, and relationships between search terms and products. Using AI-powered Predictive Sort, businesses have seen a 9.1% increase in revenue per visitor and a 3.8% increase in conversion rates. Sales For sales teams handling many opportunities, predicting the quality of each Opportunity can help prioritize efforts. Supervised Learning, using historical data of at least 200 Closed/Won and 200 Closed/Lost Opportunities, can provide a prioritized list of Opportunities to maximize revenue potential. A large Salesforce customer in the consumer goods sector increased win rates by 48% by focusing on the best Opportunities. Service Post-sale customer support is crucial. Service agents need to address challenging cases efficiently. Supervised Learning can recommend articles to resolve current cases based on historical data from at least 1000 cases with knowledge base articles. A large electronics company using Salesforce AI-powered solutions saved 5 hours per agent per week, enhancing productivity. Simplifying Complex Technology Salesforce’s rich history of making complex technology accessible allows businesses to realize ML benefits without needing specialized knowledge. Traditional ML involves multiple steps like data collection, transformation, sampling, feature selection, model selection, score calibration, and integrating results. Salesforce simplifies this with a customizable data model, automated feature engineering, and automatic model building and selection. For example, in model selection, Salesforce runs a “model tournament” to choose the best model with varying hyper-parameters, ensuring the most accurate model is selected without requiring user intervention. Conclusion Salesforce abstracts the complexity of ML behind user-friendly interfaces, making it easier for businesses to leverage powerful technology. Whether it’s predicting customer engagement, personalizing shopping experiences, prioritizing sales opportunities, or enhancing customer support, Salesforce’s ML capabilities can drive significant business value. Discover more about how Salesforce can transform your approach to Machine Learning and help you 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 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 8, 2024in Data, Technology
Turtle Bay Salesforce Journey
25Feb

Proud to Be A Part of the Turtle Bay Salesforce Journey

Turtle Bay a featured Success story at Salesforce TralblazerDX and more. Proud to be part of the Turtle Bay Salesforce journey! Learn how Tectonic can help you increase bookings. Proud to be part of the Turtle Bay Salesforce journey Travel Transportation Salesforce Tectonic has helped hospitality clients create a real-time view of their guests to surprise and delight them with personalized service across every interaction. Salesforce provides tailored solutions for the hospitality, tourism, resort and travel industry, helping businesses in this sector deliver exceptional customer experiences, streamline operations, and drive growth. These solutions leverage the power of the Salesforce Customer 360 platform to centralize data, enhance communication, and provide a personalized experience for guests. Salesforce provides technologies that digitally transform travel, tourism, and hospitality businesses. About the Company Nestled on O‘ahu’s legendary North Shore, Turtle Bay Resort spans 1,300 pristine acres with 12 miles of nature trails, seven secluded beaches, 408 ocean-view rooms, 42 Ocean Bungalows, a 468-acre Kuilima Farm, championship golf course, and Nalu Spa, with activities including surfing, kayaking, horseback riding, biking, helicopter tours, and more. Turtle Bay Resort is a sustainable and completely self-sufficient resort, cultivating all of the ingredients for its restaurants directly from the property. “We are dedicated to delivering the most incredible experience for each and every single one of our guests, personalizing their stays to their needs and wants. The Salesforce Einstein platform makes it easy for us to achieve this.” Lynette EugenioDirector of Marketing, Turtle Bay Resort 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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February 25, 2024in Marketing Automation, Salesforce, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Personalization, Salesforce Sales Cloud

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