Salesforce Einstein Archives - gettectonic.com - Page 6
Einstein Email Insights Explained
18Oct

Einstein Email Insights Explained

In 2016, Salesforce ventured into the realm of artificial intelligence (AI) with the introduction of Salesforce Einstein. Far from a standalone product, Salesforce Einstein represents a technological layer seamlessly integrated into the Salesforce Lightning platform and various other Salesforce cloud products. Insights for Sales Specifically designed for sales professionals, Einstein Email Insights proves to be a valuable tool. It provides crucial information within the email interface, empowering salespeople to respond to customers more effectively and at the opportune moment. Einstein Email Insights offers sales representatives essential context related to sales alongside pertinent inbound emails. By specifying criteria for email content analysis, users can extract the most relevant insights. Einstein ensures that contextual sales information is surfaced while composing emails, facilitating the delivery of optimal responses at the right time. This feature is available with Sales Cloud Einstein, Inbox, High Velocity Sales, or Revenue Intelligence, albeit with an additional cost. It is accessible for Salesforce Enterprise, Performance, and Unlimited editions, subject to an extra charge. The Einstein Family If you are using Einstein Activity Capture with a Sales Cloud Einstein or Inbox license, Email Insights is automatically activated upon enabling Einstein Activity Capture. However, users without these licenses must read and agree to the Email Insights terms of service before utilizing the feature. The insights derived from Einstein Conversation Insights go beyond mere data points; they offer actionable intelligence. Businesses can leverage these insights to refine products, optimize customer service processes, and make informed decisions that positively impact the overall customer experience. Salesforce Einstein Insights ensures that every action taken by your sales representatives is calculated and meaningful, aiming to convert prospects into customers. Statistics show that Salesforce Einstein Insights can boost conversion rates by 43%. This AI-powered platform compiles data from accounts, opportunities, call histories, and even news sources to predict business outcomes, empowering your team to strategize with confidence at every stage of customer engagement. Salesforce has recently introduced new email features in its Marketing Cloud to enhance the efficiency of email capabilities. The new Einstein Email capabilities enable modern marketers to increase productivity, send more personalized emails, and drive greater customer engagement. Additionally, Salesforce’s acquisition of Rebel, an interactive email provider, brings forth the ability to create interactive emails, allowing recipients to take action directly within the email. This functionality, akin to AMP for Gmail, enables users to browse image carousels, fill out forms, register for events, and more, directly from their inbox. Salesforce plans to launch this pilot early in 2020, integrating it with Email Studio and Journey Builder. Like2 Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more

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October 18, 2023in Einstein Insights, Salesforce Einstein
Einstein 1 is Coming
09Oct

Einstein 1 is Coming

What Does the New Einstein 1 Data Cloud Mean for Your Organization? Einstein 1 is Coming One of the major announcements at Dreamforce was the exciting intro that Einstein 1 is Coming. The Einstein 1 Data Cloud is now natively integrated with the Einstein 1 Platform. This integration allows users to connect any data, create unified customer profiles, and enhance every customer experience with AI, automation, and analytics. This is a giant step for Salesforce-kind. It can revolutionize the ways businesses engage with their customers. While this announcement is exciting, what does it mean for organizations at different stages of their Salesforce journey? In this insight, we explore the announcement details, considerations for using the Einstein 1 Data Cloud in your company, and how Tectonic can assist in navigating this new offering. What’s New with the Platform? The integration of Salesforce Data Cloud and Einstein AI into the Einstein 1 Platform marks a significant enhancement. The platform integration enables companies to securely connect any data, build AI-powered apps with low code, and deliver superior CRM experiences. It unifies data across the enterprise by mapping it to Salesforce’s underlying metadata framework, regardless of how the data is structured in disparate systems. Regardless of how complex it is. What is Einstein 1 Data Cloud? The Key to Unified Data Salesforce Einstein 1 Data Cloud unifies customer data, enterprise content, telemetry data, Slack conversations, and other structured and unstructured data to create a single view of the customer. This integration unlocks otherwise siloed data and scales operations in new ways: Salesforce has announced that Enterprise Edition and above customers can use Data Cloud at no additional cost. However, organizations should consider their position on the Salesforce maturity curve before implementation. Data Cloud’s capabilities, while extensive, might not fully optimize data for organizations further along in their Salesforce journey without a thorough trial. What is the Einstein Conversational Assistant? An AI-Powered Shift Einstein now includes a generative AI-powered conversational assistant featuring Einstein Copilot and Einstein Copilot Studio. These tools operate within the Einstein Trust Layer, a secure AI architecture native to the Einstein 1 Platform that ensures data privacy and security. Why Should Organizations Consider Einstein 1? Customer data is often fragmented and siloed across disparate systems, preventing a unified view necessary for informed business decision-making. Data unification is essential for data-driven decision making and fully getting the full ROI of AI. AI is a major trend in technology, but effective AI requires comprehensive, aligned data. Without a unified data foundation, AI’s potential is limited. Einstein 1 with Data Cloud provides the solution by consolidating data, enabling the training of AI models to make optimal decisions and recommendations. How Can Tectonic Help You Transition? Tectonic brings extensive Salesforce expertise and industry-specific experience in sectors heavily reliant on data, such as healthcare, financial services, and travel and tourism. These industries face strict data regulations and often have siloed data in legacy systems. Einstein 1 helps organizations achieve a 360-degree view of their customers by unifying data. Tectonic can assist in maximizing AI on the Salesforce platform by building a robust data foundation and providing a roadmap for future scalability. While both Einstein 1 and AI Cloud are Salesforce terms that promise AI-driven capabilities, there are differences to consider. Einstein 1 Platform is a comprehensive suite that includes Data Cloud, AI tools, and automation capabilities. In contrast, AI Cloud is more of an overarching term that might encompass Einstein 1 as part of its suite, focusing on the broader application of AI across Salesforce’s entire range of products and services. Understanding these distinctions is critical in identifying which solution aligns with your organizational needs. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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October 9, 2023in Einstein 1 Platform, Mulesoft, Salesforce, Salesforce Data Cloud, Salesforce Einstein
Einstein 1 Unveiled
03Oct

Einstein 1 Unveiled

Salesforce Unveils Einstein 1: Enhancing Productivity and Fostering Customer Trust through Data, AI, and CRM-Einstein 1 Unveiled In September, Salesforce introduced the Einstein 1 Platform, a groundbreaking advancement that merges the capabilities of Salesforce Data Cloud with Einstein AI. This innovative platform harnesses a trusted metadata framework, enabling companies to effortlessly connect data and build AI-driven applications with minimal coding, thereby revolutionizing CRM experiences. Why it Matters: With customer data scattered across an average of 1,061 applications and limited integration, Salesforce addresses the challenge of fragmented customer data stacks. The metadata framework bridges this gap by offering a unified view of enterprise data, allowing organizations to customize user experiences across low-code platform services like Einstein for AI predictions, Flow for automation, and Lightning for user interfaces. Data Cloud Integration: The Einstein 1 Platform now seamlessly integrates with Data Cloud, a real-time hyperscale data engine processing 30 trillion transactions per month and harmonizing various data sources to create unified customer profiles. This integration unlocks siloed data, facilitating rich customer profiles and enabling new CRM experiences. Scalability and Automation: The platform supports thousands of metadata-enabled objects per customer and can handle up to 20,000 events per second. It enables the integration of massive data volumes from various sources, triggering flows and interactions with enterprise systems, including legacy ones. Analytics Offerings: Salesforce provides a suite of analytics solutions, including Reports and Dashboards, Tableau, CRM Analytics, and Marketing Cloud Reports. The common metadata schema and access model of the Einstein 1 Platform allow these solutions to operate on the same data, delivering comprehensive insights. Free Access to Data Cloud: Customers with Enterprise Edition or above can now access Data Cloud at no cost, empowering them to ingest, harmonize, and explore their data, thereby accelerating their AI journey. Einstein’s Conversational AI Assistant: The next generation of Einstein introduces Einstein Copilot, an out-of-the-box conversational AI assistant embedded in every Salesforce application. Copilot enhances productivity by responding to natural language queries with secure, proprietary company data from Data Cloud. It also proactively suggests actions and options to users. Einstein Copilot Studio: Companies can develop custom AI-powered apps with Einstein Copilot Studio, which facilitates the creation of AI models for various business tasks, making it adaptable for consumer-facing channels and messaging platforms. Einstein Copilot and Einstein Copilot Studio operate within the secure Einstein Trust Layer, ensuring data privacy and security. Salesforce’s Einstein 1 Platform represents a significant milestone in AI-powered CRM, providing companies with a seamless way to leverage AI, streamline processes, and deliver exceptional customer experiences. By Tectonic Salesforce Marketing Architect, Shannan Hearne 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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October 3, 2023in Einstein 1 Platform, Einstein Insights, Salesforce
Salesforce Data Cloud
08Sep

Salesforce Data Cloud Evolution

Data Cloud stands as the fastest-growing organically built product in Salesforce’s history, signifying a significant milestone in solving the enduring data problem within Customer Relationship Management (CRM). Salesforce Data Cloud Evolution since its beginnings is an interesting story. With an average of 928 systems per company, identity resolution becomes challenging, especially when managing more than one system. Salesforce’s expansion into AI-powered CRM emphasizes the synergy between AI and data, recognizing that AI’s optimal functionality requires robust data support. Data Cloud acts as the foundation accelerating connectivity across different ‘clouds’ within the Salesforce platform. While it’s available for purchase, even Salesforce customers without licensed Data Cloud still benefit from its foundational advantages, with increased strength when utilized as a personalization and data unification platform. The history of Data Cloud reflects its evolution through various iterations, from Customer 360 Audiences to Salesforce Genie, ultimately settling as Data Cloud in 2023. This journey marked significant developments, expanding from a marketer’s tool to catering for sales, service, and diverse use cases across the Salesforce platform. Data harmonization with Data Cloud simplifies the complex process, requiring fewer efforts compared to traditional methods. It comes pre-wired to Salesforce objects, reducing the need for extensive data modeling and integration steps. The technical capability map showcases a comprehensive integration of various technologies, making Data Cloud versatile and adaptable. Data Cloud’s differentiators include being pre-wired to Salesforce objects, industry-specific data models, prompt engineering capabilities, and the inclusion of the Einstein Trust Layer, addressing concerns related to generative AI adoption. Looking ahead, Data Cloud continues to evolve with constant innovation and features in Salesforce’s major releases. The introduction of Data Cloud for Industries, starting with Health Cloud, signifies ongoing enhancements to cater to industry-specific needs. Closing the skills gap is crucial for effective Data Cloud implementation, requiring a blend of developer skills, data management expertise, business analyst skills, and proficiency in prompt engineering. Salesforce envisions Data Cloud, combined with CRM and AI, as the next generation of customer relationship management, emphasizing the importance of sound data and skillful implementation. Data Cloud represents the ‘Holy Grail of CRM,’ offering a solution to the long-standing data challenges in CRM. However, its success as an investment depends on the organization’s readiness to demonstrate return on investment (ROI) through solid use cases, ensuring unified customer profiles and reaping the rewards of this transformative technology. FAQ When did Salesforce introduce data cloud? Customer 360 Audiences: Salesforce’s initial CDP offering, launched in 2020. Salesforce CDP: The name changed in 2021 to align with how the blooming CDP market was referring to this technology. Does Salesforce data cloud compete with Snowflake? They offer distinct capabilities and cater to diverse business needs. Salesforce Data Cloud specializes in data enrichment, personalization, and real-time updates, while Snowflake boasts scalable data warehousing and powerful analytics capabilities. What is the data cloud in Salesforce? Deeply integrated into the Einstein 1 Platform, Data Cloud makes all your data natively available across all Salesforce applications — Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Tableau, and MuleSoft — to power automation and business processes and inform AI. Is Salesforce Genie now data cloud? Announced at Dreamforce ’22, Salesforce Genie was declared the greatest Salesforce innovation in the company’s history. Now known as Data Cloud, it ingests and stores real-time data streams at massive scale, and combines it with Salesforce data. This paves the way for highly personalized customer experiences Like1 Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more

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September 8, 2023in Salesforce Data Cloud, Salesforce Einstein
SaaS Data Protection from Own
07Sep

Reporting With Own

In any Salesforce organization, vast amounts of data are generated constantly from sales activities, customer interactions, marketing campaigns, and more. Summarizing and digesting this information quickly is crucial, especially when presenting the big picture to leadership. This is where Salesforce reports come into play. The Salesforce Reports feature enables organizations to analyze, visualize, and summarize data in real time. By pulling data from across your Salesforce environment, reports help consolidate information into easily digestible formats, such as charts, tables, and graphs. Salesforce reports are essential for: How Historical Data Can Improve Reporting in Salesforce While real-time reports are valuable, incorporating historical data can significantly enhance reporting by offering deeper insights into your organization’s long-term performance. Here’s how: Challenges of Reporting with Historical Data in Salesforce While incorporating historical data is smart, Salesforce’s native reporting capabilities impose certain limitations: Don’t Let Salesforce Reporting Limitations Hold You Back With Own Discover, customers can effortlessly generate time-series datasets from any objects and fields over any time period in just a few clicks. These datasets can be accessed using standard query and reporting tools without requiring a data warehouse or the need to enrich existing data warehouses, overcoming Salesforce’s native limitations. 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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September 7, 2023in Enterprise
Einstein in Salesforce
26Aug

Einstein in Salesforce

Salesforce AI and CRM Evolution Salesforce has long been a leader in customer relationship management (CRM) by pioneering cloud technologies. Recently, the platform has significantly advanced with the integration of generative artificial intelligence (AI) and AI-powered features, thanks to its Einstein technology. Einstein in Salesforce is like a super smart computer overseeing and analyzing the data in your CRM. This guide explores Salesforce’s AI strategy, exploring its specific products and features to help business teams understand and benefit from this technology. Exploring Salesforce’s Advanced AI Features Einstein, Salesforce’s AI technology, powers various advanced features within the platform. This guide will cover these capabilities, provide real-life adoption examples, and discuss their benefits. Additionally, it offers best practices, solutions, and services to facilitate your Einstein implementation. Salesforce’s Comprehensive CRM Solution Salesforce remains a number one in the CRM software world, offering robust solutions for managing relationships across various departments. Specific clouds within Salesforce enable teams to handle marketing, sales, customer service, e-commerce, and more. The platform focuses on customer experience and provides robust data analytics to support decision-making. Enhancements Through Generative AI Salesforce’s generative AI has rapidly enhanced the platform’s automation, workflow management, data analytics, and assistive capabilities for customer management. A prime example is Salesforce Copilot, which aids internal users with outreach and analysis tasks while improving the external user experience. What is Salesforce Einstein? Salesforce Einstein is the first comprehensive AI for CRM, integrating AI technologies to enhance the Customer Success Platform and bring AI to users everywhere. It is seamlessly integrated into many Salesforce products, offering generative AI built specifically for CRM. Key Features of Salesforce Einstein Comprehensive AI Capabilities of Salesforce Einstein Einstein extends its capabilities across the Salesforce CRM platform under the Customer 360 umbrella, enhancing intelligence and providing personalized customer experiences. Key Benefits of Salesforce Einstein Salesforce Einstein helps close deals faster, personalize customer service, understand customer behaviors, target audience segments better, and create personalized shopping experiences. It ensures data protection and privacy through the Einstein Trust Layer, maintaining strong data governance controls. Responsible AI Principles Salesforce is committed to responsible AI principles, ensuring Einstein is trustworthy and safe for every organization. Organizations can select from various principles to ensure ethical AI use in their operations. Implementation of Salesforce Einstein Salesforce Einstein is a powerful AI solution transforming how businesses interact with customers. By leveraging machine learning and data analysis, it personalizes experiences, predicts customer behavior, and automates tasks, boosting sales, enhancing service, and driving growth. As AI evolves, its impact on CRM will continue to grow, making it an indispensable tool for businesses aiming to stay competitive in today’s data-driven landscape. Top 4 Benefits of Salesforce Einstein in an Organization Einstein Essentials Salesforce Einstein and GPT (Generative Pretrained Transformer) technologies represent significant advancements in AI, particularly in CRM and natural language processing. Here’s a brief overview of their relevance and potential intersection: Data Handling and Ethics in Salesforce Salesforce manages a vast amount of customer data, and the ethical handling of this data is crucial. Key considerations include data privacy, secure storage, access controls, compliance with regulations like GDPR and CCPA, and the ethical use of AI and machine learning. It’s important to maintain transparency, avoid biases, and ensure AI models are making ethical decisions. Newest Einstein Features for 2024 In the rapidly evolving ecosystem of Salesforce, AI offers a suite of tools to spark innovation, streamline operations, and provide richer business insights. Explore these potentials and let Einstein AI reshape your work in 2024. Content updated June 2024. 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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August 26, 2023in Einstein 1 Platform, Generative AI, Salesforce Data Cloud, Salesforce Einstein
Benefits of Salesforce Experience Cloud
11Aug

Benefits of Salesforce Experience Cloud

Salesforce Experience Cloud: Transforming Digital Customer Engagement To understand the Benefits of Salesforce Experience Cloud we must understand what a customer or partner portal is intended to do. Salesforce Experience Cloud, previously known as Community Cloud, is a powerful digital experience platform (DXP) designed to help organizations create and deliver exceptional, customer-centric experiences across multiple channels. This platform goes beyond community management, offering tools for building and managing websites, portals, mobile apps, and integrating social media. Benefits of Salesforce Experience Cloud explored. Built on Salesforce Customer 360, Experience Cloud gives businesses a comprehensive view of their customers by connecting data from various sources. With these insights, businesses can create personalized experiences tailored to each customer’s preferences and needs. Organizations can use Experience Cloud to design portals, websites, and communities, providing seamless access to relevant information, collaboration tools, and resources. The platform’s flexibility allows businesses to enhance customer satisfaction, improve partner collaboration, and boost employee productivity. Key Benefits of Salesforce Experience Cloud Salesforce Experience Cloud offers numerous benefits that help businesses deliver seamless experiences across the customer journey. Here are some of its key advantages: 1. Seamless Integration Experience Cloud integrates effortlessly with other Salesforce products like Sales Cloud and Service Cloud, providing a unified platform for comprehensive customer management. 2. Scalability and Customization The platform is highly scalable, allowing businesses to expand their communities as they grow. With extensive customization options, businesses can tailor the platform to meet their specific needs and branding requirements. 3. Security and Trust Salesforce is known for its robust security features, ensuring customer data is protected at all times. Businesses can confidently manage sensitive customer information within Experience Cloud. 4. Extensive AppExchange Ecosystem Salesforce’s AppExchange marketplace provides access to a wide range of pre-built integrations and apps that enhance the functionality of Experience Cloud, allowing businesses to customize and extend their platform capabilities. Real-World Uses of Salesforce Experience Cloud Salesforce Experience Cloud is used by businesses across various industries to improve customer engagement, enhance collaboration, and boost productivity. Some key use cases include: 1. Partner Portals Experience Cloud enables businesses to create dedicated partner portals where partners can collaborate with internal teams, access resources, and share leads. This accelerates partner engagement and streamlines business processes. 2. Self-Service Portals Businesses can offer 24/7 self-service portals, allowing customers to access product information, troubleshoot common issues, and track their interactions. These portals help reduce the workload on support teams and enhance customer satisfaction. 3. Customer Communities Experience Cloud allows businesses to create customer communities where users can find personalized content, engage with other users, and access self-service resources. This promotes collaboration and reduces the strain on customer support teams. 4. Employee Communities Internal employee communities serve as hubs for company-wide communication, training, and collaboration. Employees can access resources, share knowledge, and seek support, ultimately boosting engagement and productivity. 5. Branded Mobile Apps Businesses can use Experience Cloud to develop branded mobile apps that give customers, partners, and employees convenient access to services, resources, and information on the go. 6. Social Media Integration Experience Cloud integrates with popular social media platforms, allowing businesses to engage with customers directly, share content, and respond to inquiries. Top Features of Salesforce Experience Cloud Salesforce Experience Cloud is packed with features that enhance customer engagement, streamline operations, and improve overall efficiency: Companies Using Salesforce Experience Cloud Nike and PUMA leverage Experience Cloud for personalization. Nike’s loyalty program and Puma’s mobile shopping experience are enhanced by the platform’s built-in mobile UX design and technical architecture, resulting in better customer engagement and increased sales. Bank of America and Wells Fargo use Experience Cloud to offer customer support through self-service portals and community forums, improving customer satisfaction and gathering valuable feedback. IBM uses the platform to create collaborative communities for employees and customers alike. With integrated tools like Salesforce Einstein and IBM Watson, the company has enhanced internal collaboration and customer service. Hulu uses Salesforce to power its Help Center, where customers can find answers, engage with other viewers, and leave feedback that shapes Hulu’s content. OpenTable relies on Experience Cloud for its Diner Help portal, a one-stop shop for dining-related queries, enhancing the user experience and operational efficiency. Choosing the Right Salesforce Experience Cloud Partner for Implementation When implementing Salesforce Experience Cloud, choosing the right partner is crucial to ensure success. Look for a partner with: With the right partner, like Tectonic, businesses can fully grasp the power of Salesforce Experience Cloud to deliver exceptional digital experiences that foster customer loyalty, drive business growth, and improve operational efficiency. Content updated October 2024. 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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August 11, 2023in Data, Salesforce, Salesforce Development Services, Salesforce Einstein, Salesforce Experience Cloud
Salesforce Einstein and Einstein Automate
09Aug

Einstein Trust

Generative AI, Salesforce, and the Commitment to Trust The excitement surrounding generative AI is palpable as it unlocks new dimensions of creativity for individuals and promises significant productivity gains for businesses. Engaging with generative AI can be a great experience, whether creating superhero versions of your pets with Midjourney or crafting pirate-themed poems using ChatGPT. According to Salesforce research, employees anticipate saving an average of 5 hours per week through the adoption of generative AI, translating to a substantial monthly time gain for full-time workers. Whether designing content for sales and marketing or creating a cute version of a beloved story, generative AI is a tool that helps users create content faster. However, amidst the enthusiasm, questions arise, including concerns about the security and privacy of data. Users ponder how to leverage generative AI tools while safeguarding their own and their customers’ data. Questions also revolve around the transparency of data collection practices by different generative AI providers and ensuring that personal or company data is not inadvertently used to train AI models. Additionally, there’s a need for assurance regarding the accuracy, impartiality, and reliability of AI-generated responses. Salesforce has been at the forefront of addressing these concerns, having embraced artificial intelligence for nearly a decade. The Einstein platform, introduced in 2016, marked Salesforce’s foray into predictive AI, followed by investments in large language models (LLMs) in 2018. The company has diligently worked on generative AI solutions to enhance data utilization and productivity for their customers. The Einstein Trust Layer is designed with private, zero-retention architecture. Emphasizing the value of Trust, Salesforce aims to deliver not just technological capabilities but also a responsible, accountable, transparent, empowering, and inclusive approach. The Einstein Trust Layer represents a pivotal development in ensuring the security of generative AI within Salesforce’s offerings. The Einstein Trust Layer is designed to enhance the security of generative AI by seamlessly integrating data and privacy controls into the end-user experience. These controls, forming gateways and retrieval mechanisms, enable the delivery of AI securely grounded in customer and company data, mitigating potential security risks. The Trust Layer incorporates features such as secure data retrieval, dynamic grounding, data masking, zero data retention, toxic language detection, and an audit trail, all aimed at protecting data and ensuring the appropriateness and accuracy of AI-generated content. Salesforce proactively provided the ability for any admin to control how prompt inputs and outputs are generated, including reassurance over data privacy and reducing toxicity. This innovative approach allows customers to leverage the benefits of generative AI without compromising data security and privacy controls. The Trust Layer acts as a safeguard, facilitating secure access to various LLMs, both within and outside Salesforce, for diverse business use cases, including sales emails, work summaries, and service replies in contact centers. Through these measures, Salesforce underscores its commitment to building the most secure generative AI in the industry. Generating content within Salesforce can be achieved through three methods: CRM Solutions: Einstein Copilot Studio: Einstein LLM Generations API: An overarching feature of these AI capabilities is that every Language Model (LLM) generation is meticulously crafted through the Trust Layer, ensuring reliability and security. At Tectonic, we look forward to helping you embrace and utilize generative AI with Einstein save time. 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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August 9, 2023in Artificial Intelligence, Data, Generative AI, Salesforce, Salesforce Einstein
Salesforce Einstein Copilot
07Aug

Salesforce Einstein Copilot – Spring ’24

Salesforce introduces the latest iteration of Einstein, introducing a Conversational AI Assistant to integrate seamlessly into every CRM application and enhance the overall customer experience. The new Einstein Copilot, powered by generative AI, is designed to boost productivity by seamlessly integrating into the workflow. Additionally, organizations can tailor Einstein Copilot to meet their specific business requirements using Einstein Copilot Studio. The inclusion of the Einstein Trust Layer ensures the protection of sensitive data while allowing companies to leverage their trusted data to enhance generative AI responses within the platform. The reality is every company will undergo an AI transformation to increase productivity, drive efficiency, and deliver incredible customer and employee experiences. With Einstein Copilot and Data Cloud we’re making it easy to create powerful AI assistants and infuse trusted AI into the flow of work across every job, business, and industry. In this new world, everyone can now be an Einstein. Marc Benioff, Chair and CEO, Salesforce Einstein Copilot is designed to generate reliable and precise recommendations and content for specific tasks such as constructing digital storefronts, crafting custom code, creating data visualizations, and guiding sales associates in closing deals efficiently. Grounded securely with customer data from Salesforce Data Cloud, encompassing customer data, enterprise content, telemetry data, Slack conversations, and other structured and unstructured data, Einstein Copilot ensures informed and accurate decision-making. In contrast to previous generative AI copilot solutions that operated as separate applications, Einstein Copilot is natively integrated within the world’s leading AI CRM. It taps into data from any Salesforce application, enhancing the generation of more accurate AI-powered recommendations and content. Employing natural language prompts, Einstein Copilot can perform various tasks in sales, service, marketing, commerce, development, Tableau, and industry-specific scenarios: Sales: Service: Marketing: Commerce: Developers: Tableau: Industry-specific: 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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August 7, 2023in Salesforce Data Cloud, Salesforce Einstein, Salesforce Financial Services Solutions, Salesforce Health and Life Sciences Solutions, Salesforce Manufacturing Automotive Energy
salesforce marketing cloud interaction studio
03Aug

Marketing Cloud and Einstein

AI has emerged as an effective solution to tackle the challenges arising from the sheer volume and rapidity of data in the marketing landscape. This article delves into some cutting-edge functionalities presented by Einstein within the Salesforce Marketing Cloud, showcasing how these features empower marketers to enhance performance and streamline their workflows. Einstein for Marketing Cloud uses Salesforce’s AI to help you best evaluate and implement your marketing activities. Use valuable insights on audiences, send time, engagement frequency, and your content to best target your customers. Deliver information to your customers when they need it and how they need it. Einstein in Marketing Cloud offers a range of opportunities for you to analyze, automate, and optimize your content. Use the apps throughout Marketing Cloud platforms to gain insight and better target your audiences. Salesforce Einstein for Marketing Cloud In the dynamic realm of marketing and sales, the pursuit of refining strategies is perpetual. Einstein Social Insights Within the Marketing Cloud’s Social Studio feature, marketers can publish content, engage in conversations, and analyze social data. Einstein augments this platform, introducing AI-powered capabilities: These advanced features empower marketers to optimize social strategy, fostering brand loyalty. For instance: Einstein Vision for Social With over 3 billion images uploaded to social platforms daily, Einstein Vision for Social equips marketers to analyze and derive insights from images. Marketers can train Social Studio to recognize images related to their brand, including products, logos, scenes, and food. This enriched data allows for a deeper understanding of brand followers, facilitating engagement and measurement of marketing efforts. Lookalikes Einstein lookalikes leverage lookalike modeling, identifying common traits among current customers to target new customers with similar characteristics. This tool streamlines the process, allowing marketers to create rich audiences and segments for modeling purposes using first, second, and third-party data in Audience Studio. Einstein Journey Insights In today’s consumer-centric world, Einstein Journey Insights helps marketers comprehend customer journeys by tracking interactions across touchpoints like web browsing and email. Advanced attribution modeling enhances engagements and event sequences, leading to specific goals such as purchases or product reviews. Interactive reports and visualizations enable marketers to optimize campaigns by comparing planned journeys with organic consumer journeys. Einstein Content Tagging Personalized and engaging messages demand an organized library of content. Einstein Content Tagging and image recognition technology automatically add and update content tags and metadata, helping marketers manage their assets efficiently. Smart Orchestration Einstein Send Time Optimization determines the best time to send an email or push notification. Einstein Engagement Frequency evaluates your contacts and identifies the optimal number of email messages or push notifications to send. Marketing Cloud Intelligence As marketing budgets increase, the need for ROI and superior customer experiences rises. Marketing Cloud Intelligence delivers AI-generated insights through automated regression modeling and statistical analysis. Einstein Marketing Insights sifts through data to identify high and low performers, enabling marketers to make informed decisions swiftly and optimize strategies for better results. The Einstein features in Salesforce Marketing Cloud present myriad opportunities for marketers to optimize their performance and work more efficiently. By harnessing these AI-powered capabilities, marketers can make informed decisions rapidly, fostering better brand engagement and higher ROIs. Tectonic is ready to assist you in deploying Einstein for Marketing Cloud. Contact us today. 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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August 3, 2023in Data, Einstein Insights, Marketing Automation, Salesforce, Salesforce Einstein, Salesforce Marketing Cloud, Technology
Salesforce AI
14Jul

Salesforce Einstein and Social Studio

The digital era (sometimes considered the third industrial revolution) has transformed the dynamics of customer-business interactions, demanding a proactive approach to customer engagement across diverse channels. Navigating this ever-evolving world is essential for business success, and Social Studio is a valuable asset in this endeavor. Social Studio, in conjunction with Einstein AI, plays a pivotal role in achieving social media success. Recognizing the significance of social media in shaping brand identity and fostering customer relationships, marketers are tasked with maintaining an active and responsive presence across various social media platforms. This challenge is met by Social Studio, offering a centralized hub for comprehensive social media management. This platform facilitates content planning and publication, team collaboration, content approval, audience engagement, and performance analysis. Equipped with advanced scheduling tools, user-friendly content creation features, and customizable approval rules, Social Studio ensures the safeguarding of your brand’s integrity across multiple platforms and messaging. Notably, Social Studio seamlessly integrates with Salesforce Marketing Cloud, providing an all-encompassing solution for efficient social media management. Its capabilities extend to user role management, image classification through Einstein Vision, and process automation using macros. With Social Studio, users gain access to a unified platform for content creation, scheduling, and monitoring, audience interaction, and performance analysis. Whether collaborating within a team or managing multiple accounts, Social Studio streamlines social media efforts, empowering users to achieve their goals. Embrace the advantages of this robust tool for an enhanced social media experience! Social Studio is a one-stop solution to manage, schedule, create, and monitor posts. You can organize posts by brand, region, or multiple teams and individuals in a unified interface. Social Studio offers powerful real-time publishing and engagement. Social Studio offers powerful real-time publishing and engagement platform for content marketers, plus the comprehensive content performance by social network and time frame. A single interface offers a fully customizable team-based collaboration platform that analyzes channel and content performance. Analyze current trends and recommend new content ideas. With Social Studio you can: Social Studio Components Social Studio is made up of these components: Note: Salesforce will sundown Social Studio on November 18, 2024, but some users will lose access before then if their contract expires sooner.  Salesforce recommends retrieving your Social Studio data at least 90 days before the Order End Date of your Marketing Cloud Social Studio Product(s) or November 18, 2024, whichever is sooner.  The digital, or third industrial revolution is the shift from mechanical and analogue electronic technologies from the Industrial Revolution towards digital electronics which began in the latter half of the 20th century.  This was prompted with the adoption and evolution of digital computers. (source) 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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July 14, 2023in Salesforce Einstein, Salesforce Implementation Services, Salesforce Marketing Cloud
Salesforce Sales Cloud
07Jun

Salesforce Sales Cloud GPT

What is Salesforce Sales Cloud GPT? Salesforce’s Einstein GPT is a robust AI tool that seamlessly integrates both public and private AI models with CRM data. This unique synergy allows users to articulate natural-language queries directly within the Salesforce CRM environment, resulting in continuously adapted AI-generated content tailored to evolving customer information and requirements. Salesforce Sales Cloud GPT The suite encompasses a suite of powerful Artificial Intelligence (AI) products, including the Einstein service, the workplace-messaging app Slack, and the data analysis software Tableau. Notably, it unveils a compelling array of natural language tools slated for release in 2023, such as Sales GPT for personalized emails, Service GPT for service messages and chatbots, and Marketing GPT for refined audience targeting. Furthermore, the AI Cloud is meticulously crafted to host extensive language models from various providers such as AWS, Anthropic, and Cohere. Salesforce’s commitment to AI startups is further underscored by a substantial $500 million injection into its venture capital fund. Impact on Sales Cloud with AI and EinsteinGPT: Sales Cloud undergoes a transformative impact through AI, notably EinsteinGPT. Anchored in principles of Trust, Security, and Privacy, Salesforce introduces the Einstein Trust Layer within its AI Cloud offering to assuage privacy concerns. This layer ensures adaptability and transparency while upholding stringent standards for data privacy, security, and compliance. EinsteinGPT for Sales Cloud emerges as a game-changing innovation, serving as a personalized assistant within Salesforce CRM to streamline sales processes. Leveraging Generative AI, it transcends mere data analysis by generating novel content, ideas, and approaches. Key features encompass Einstein GPT, Einstein Conversation Insights, and Einstein Relationship Insights. Industries Experience Tangible Impact: Salesforce’s substantial investments in AI are reshaping the landscape of sales and customer engagement. As EinsteinGPT becomes an integral part of the platform, the anticipation of new and innovative use cases signals a significant leap forward in AI accessibility. Tectonic is please to announce our Sales Cloud Implementation Solutions. 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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June 7, 2023in Salesforce Einstein, Salesforce Financial Services Solutions, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Sales Cloud

Layers of the AI Stack

The AI stack refers to the layered architecture of technologies and components that work together to build, deploy, and manage artificial intelligence (AI) systems. Each layer of the stack plays a critical role in enabling AI capabilities, from data collection to model deployment and beyond. Here’s a breakdown of the key layers of the AI stack: 1. Data Layer The foundation of any AI system is data. This layer involves collecting, storing, and managing the data required to train and operate AI models. Key Components: 2. Infrastructure Layer This layer provides the computational power and hardware needed to process data and run AI models. Key Components: 3. Framework and Tools Layer This layer includes the software frameworks and tools used to build, train, and optimize AI models. Key Components: 4. Model Layer This is the core layer where AI models are developed, trained, and fine-tuned. Key Components: 5. Application Layer This layer focuses on deploying AI models into real-world applications and integrating them with existing systems. Key Components: 6. Orchestration and Management Layer This layer ensures that AI systems are scalable, reliable, and efficient in production environments. Key Components: 7. Business Layer This layer focuses on the business value of AI, including use cases, ROI, and ethical considerations. Key Components: 8. Ecosystem Layer This layer includes the external tools, services, and communities that support AI development and deployment. Key Components: How the Layers Work Together Why the AI Stack Matters The AI stack provides a structured approach to building and deploying AI systems. By understanding and optimizing each layer, organizations can: Conclusion The AI stack is a comprehensive framework that enables organizations to harness the power of AI effectively. By mastering each layer—from data collection to business value—you can build robust, scalable, and impactful AI solutions. Whether you’re a startup or an enterprise, understanding the AI stack is key to staying competitive in the age of artificial intelligence. Content updated March 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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May 27, 2023in Artificial Intelligence, Data, Deep Learning, Enterprise, Google, Salesforce, Salesforce Einstein
Salesforce Flow
05May

Einstein GPT Integration with Flow and Data Cloud Now Available

Salesforce has recently unveiled exciting new capabilities for Flow, Einstein GPT Integration with Flow and Data Cloud. Introducing Einstein GPT and Data Cloud features to its growing family of automation tools. This development empowers everyday administrators, eliminating the need for extensive engineering teams to harness large datasets for automation purposes. The groundbreaking aspect lies in the ability to achieve this in real-time, using a user-friendly interface without the need for coding. Introduction to Einstein GPT: Einstein GPT builds upon ChatGPT technology, combining public and private AI models with CRM data within Salesforce. This allows users to pose natural-language prompts directly within Salesforce CRM, receiving AI-generated content that adapts continuously to changing customer information and needs. The learning capability of Einstein GPT ensures ongoing improvement based on user input, aligning with best practices. Einstein GPT for Flow: When integrated with Salesforce Flow, Einstein GPT enables users to create and modify automations through a conversational interface, simplifying the flow creation process significantly. This fusion lowers barriers for non-technical users, enhancing the overall experience with Flow Builder and ensuring adherence to best practices. Key benefits of Einstein GPT for Flow include: Pricing details for Einstein GPT products are pending confirmation, and Salesforce will soon announce pilot program dates to broaden accessibility. Data Cloud for Flow: Introduced at Dreamforce 2022, Salesforce Data Cloud, formerly Genie, facilitates highly personalized customer experiences in real-time. Serving as a command center for customer data, Data Cloud integrates real-time data streams with Salesforce data, powering Flow with actionable insights. By combining Data Cloud with Flow, users can automate complex workflows and trigger actions based on real-time changes without the need for extensive IT involvement. This approach streamlines the process of designing, building, and testing custom integrations, reducing the burden on IT teams. Key advantages of Data Cloud for Flow include: These announcements bring forth transformative capabilities, making data utilization more accessible and streamlining the automation process within Salesforce. The combination of Einstein GPT and Data Cloud for Flow opens up possibilities for creating personalized and interconnected customer experiences across different sectors. 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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May 5, 2023in Salesforce Data Cloud, Salesforce Einstein

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