Salesforce Platform Archives - gettectonic.com

30Sep

Currys and LTIMindtree Partner on Salesforce Platform

Currys Expands Partnership with Salesforce partner to Enhance Omnichannel Retail Experience UK-based technology retailer Currys has expanded its partnership with a Salesforce partner to transform its omnichannel customer experience. The collaboration focuses on leveraging Salesforce Service Cloud, Commerce Cloud, and MuleSoft to drive innovation and streamline operations. Key initiatives in this transformation include re-platforming Currys’ website to Salesforce Commerce Cloud, launching an in-store client app via Experience Cloud, and implementing Service Cloud for enhanced post-sales support. These upgrades aim to deliver a seamless shopping experience, improve customer service, and boost operational efficiency. Andy Gamble, CIO of Currys, emphasized the impact of the partnership: “Our collaboration with LTIMindtree has enabled our teams to deliver exceptional experiences for both colleagues and customers. With our new omnichannel platform, we are set to achieve greater operational efficiencies, faster service, and continuous innovation for future growth.” Since the partnership began in 2021, Currys and LTIMindtree have overhauled the retailer’s commerce and support systems, resulting in improved customer experiences, streamlined store operations, and increased employee satisfaction. The success of this collaboration was recently recognized with a Salesforce award, underscoring the companies’ commitment to innovation and addressing current business challenges while preparing for future advancements. Srinivas Rao, Executive Vice President and Chief Business Officer at LTIMindtree, added: “Our partnership with Currys showcases our expertise in the retail sector. Together, we have delivered a best-in-class omnichannel shopping experience that unlocks new growth opportunities by catering to each customer’s unique needs. We remain dedicated to helping our clients harness digital technologies that foster innovation and productivity.” This collaboration represents a key milestone for Currys, solidifying its commitment to providing enhanced customer experiences through advanced digital 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 Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 30, 2024in Mulesoft, Salesforce, Salesforce Commerce Cloud, Salesforce Service Cloud, Technology

28Sep

Salesforce Data Cloud and Zero Copy

As organizations across industries gather increasing amounts of data from diverse sources, they face the challenge of making that data actionable and deriving real-time insights. With Salesforce Data Cloud and zero copy architecture, organizations can streamline access to data and build dynamic, real-time dashboards that drive value while embedding contextual insights into everyday workflows. A session during Dreamforce 2024 with Joanna McNurlen, Principal Solution Engineer for Data Cloud at Salesforce, discussed how zero copy architecture facilitates the creation of dashboards and workflows that provide near-instant insights, enabling quick decision-making to enhance operational efficiency and competitive advantage. What is zero copy architecture?Traditionally, organizations had to replicate data from one system to another, such as copying CRM data into a data warehouse for analysis. This approach introduces latency, increases storage costs, and often results in inconsistencies between systems. Zero copy architecture eliminates the need for replication and provides a single source of truth for your data. It allows different systems to access data in its original location without duplication across platforms. Instead of using traditional extract, transform, and load (ETL) processes, systems like Salesforce Data Cloud can connect directly with external databases, such as Google Cloud BigQuery, Snowflake, Databricks, or Amazon Redshift, for real-time data access. Zero copy can also facilitate data sharing from within Salesforce to other systems. As Salesforce expands its zero copy partner network, opportunities to easily connect data from various sources will continue to grow. How does zero copy work?Zero copy employs virtual tables that act as blueprints for the data structure, enabling queries to be executed as if the data were local. Changes made in the data warehouse are instantly visible across all connected systems, ensuring users always work with the latest information. While developing dashboards, users can connect directly to the zero copy objects within Data Cloud to create visualizations and reports on top of them. Why is zero copy beneficial?Zero copy allows organizations to analyze data as it is generated, enabling faster responses, smarter decision-making, and enhanced customer experiences. This architecture reduces reliance on data transformation workflows and synchronizations within both Tableau and CRM Analytics, where organizations have historically encountered bottlenecks due to runtimes and platform limits. Various teams can benefit from the following capabilities: Unlocking real-time insights in Salesforce using zero copy architectureZero copy architecture and real-time data are transforming how organizations operate. By eliminating data duplication and providing real-time insights, the use of zero copy in Salesforce Data Cloud empowers organizations to work more efficiently, make informed decisions, and enhance customer experiences. Now is the perfect time to explore how Salesforce Data Cloud and zero copy can elevate your operations. Tectonic, a trusted Salesforce partner, can help you unlock the potential of your data and create new opportunities with the Salesforce platform. Connect with us today to get started. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 28, 2024in Data, Google, Salesforce, Salesforce Data Cloud, Snowflake

27Sep

Data Governance for the AI Enterprise

Salesforce Introduces Data Governance for the AI Enterprise Salesforce this month unveiled Data Governance for the AI Enterprise, a comprehensive suite of tools designed to help IT teams navigate the growing regulatory landscape surrounding generative AI. Why it matters: As governments worldwide work to implement stricter rules governing the use of AI, like the EU’s AI Act, data governance has become a top priority for businesses. According to Salesforce research, ensuring robust data security and governance is now the leading concern for Chief Data Officers. Cloud Data Security & Privacy SolutionsExplore the new suite: How Salesforce’s Data Governance for the AI Enterprise Can Help: Salesforce’s latest solution is designed to help companies proactively address both current and future regulations. Built on the Salesforce platform and integrated with Data Cloud, the suite offers advanced data management, enhanced security, and privacy features: Salesforce’s perspective:“Data governance is a top priority for every organization deploying AI, especially given the complexity of the regulatory landscape,” said Alice Steinglass, EVP and GM for Salesforce Platform. “Our Data Governance for the AI Enterprise suite equips businesses to tackle these challenges.” Customer success story:“Data encryption is essential to our data governance strategy,” said James Ferguson, Principal Security Architect at AWS. “With Salesforce’s flexible encryption solutions, we can maintain top-tier security while delivering innovative customer experiences.” Availability: For Data Cloud users: Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 27, 2024in Data, Enterprise, Generative AI, Hyperforce, Salesforce, Salesforce Shield

23Sep

Dreamforce 24 Insights

Three Key Insights You Might Have Missed from Dreamforce ’24 In today’s digital-driven world, interconnected systems are commonplace and essential, making platform integration and unified operations critical. As AI becomes more central, technologies like Salesforce Agentforce AI are drawing increased attention. At Dreamforce ’24, automation and AI were the event’s stars, particularly Salesforce’s plans for Agentforce AI. Dreamforce 24 Insights. Here are three key insights from Dreamforce ’24 that you might have missed: 1. Salesforce’s Automation Plans Could Reshape Its Future Salesforce has a solid reputation for business automation, but now, with agentic systems entering the picture, the company is looking at a transformative opportunity. John Furrier of theCUBE noted during Dreamforce, “Salesforce is positioned to use generative AI to simplify complexity and reduce the steps required to get things done.” As Salesforce integrates generative AI, the emphasis on securing and utilizing data becomes paramount. Christophe Bertrand of theCUBE pointed out that many organizations are not fully utilizing their data. The introduction of Agentforce AI, which aims to leverage this untapped potential, could bring automation to new heights and fundamentally transform how businesses operate. 2. Salesforce Agentforce AI Aims to Integrate Seamlessly Into Business Workflows A major focus of Dreamforce was Salesforce’s new AI offering—Agentforce. According to Muralidhar Krishnaprasad, Salesforce’s CTO, this represents the next stage of AI for the company. While earlier efforts focused on predictive AI (Einstein) and generative AI copilots, Agentforce moves toward more autonomous AI agents. “Our platform will be one of the most comprehensive for agent development,” Krishnaprasad explained. He highlighted that Agentforce will allow businesses to deploy AI agents across various functions—advertising, sales, service, and analytics—creating a seamless AI-driven ecosystem within the Salesforce platform. David Schmaier, president and CPO of Salesforce, added that Agentforce will transform customer interactions by integrating AI agents with Salesforce Data Cloud to deliver more personalized and efficient experiences. 3. Strategic Partnerships Are Streamlining Business and Enhancing Customer Solutions At Dreamforce, partnerships played a key role in Salesforce’s strategy for the future. A collaboration between Salesforce and AWS is streamlining procurement for joint customers through AWS Marketplace. This partnership allows companies to optimize their spend management and simplify the purchasing process for Salesforce products. IBM is also leveraging Agentforce to drive new outcomes through watsonx Orchestrate, as Nick Otto, IBM’s head of global strategic partnerships, explained. Automation and orchestration have been focal points for both IBM and Salesforce. Another partnership with Canva showcased AI-driven data autofill capabilities that integrate with Salesforce CRM. This allows sales teams to create personalized presentations at scale, automating workflows and increasing efficiency, as noted by Canva’s Chief Customer Officer, Rob Giglio. These insights from Dreamforce ’24 highlight the growing importance of AI, automation, and strategic partnerships in shaping the future of business operations with Salesforce at the forefront. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 23, 2024in Data, Generative AI, Salesforce, Salesforce Data Cloud

21Sep

Salesforce Certified AI Associate

The Salesforce Certified AI Associate certification is a professional credential that demonstrates your knowledge of artificial intelligence (AI) and its application within Salesforce platforms. This certification is perfect for individuals aiming to enhance their ability to use AI to drive business outcomes. Key topics covered in the certification include: Trailblazer Trailhead for Salesforce Certified AI Associate Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 21, 2024in AI Tools, Artificial Intelligence, Salesforce

21Sep

Embedded Salesforce Einstein

In a world where data is everything, businesses are constantly seeking ways to better understand their customers, streamline operations, and make smarter decisions. Enter Salesforce Einstein—a powerful AI solution embedded within the Salesforce platform that is revolutionizing how companies operate, regardless of size. By leveraging advanced analytics, automation, and machine learning, Einstein helps businesses boost efficiency, drive innovation, and deliver exceptional customer experiences. Embedded Salesforce Einstein is the answer. Here’s how Salesforce Einstein is transforming business: Imagine anticipating customer needs, market trends, or operational challenges before they happen. While it’s not magic, Salesforce Einstein’s AI-powered insights and predictions come remarkably close. By transforming vast amounts of data into actionable insights, Einstein enables businesses to anticipate future scenarios and make well-informed decisions. Industry insight: In financial services, success hinges on anticipating market shifts and client needs. Banks and investment firms leverage Einstein to analyze historical market data and client behavior, predicting which financial products will resonate next. For example, investment advisors might receive AI-driven recommendations tailored to individual clients, boosting engagement and satisfaction. Manufacturers also benefit from Einstein’s predictive maintenance tools, which analyze data from machinery to anticipate equipment failures. A car manufacturer, for instance, could use these insights to schedule maintenance during off-peak hours, minimizing downtime and preventing costly disruptions. Personalization is now a necessity. Salesforce Einstein elevates personalization by analyzing customer data to offer tailored recommendations, messages, and services. Industry insight: In e-commerce, personalized recommendations are often the key to converting browsers into loyal customers. An online bookstore using Einstein might analyze browsing history and past purchases to suggest new releases in genres the customer loves, driving repeat sales. In healthcare, Einstein’s personalization can improve patient outcomes by providing customized follow-up care. Hospitals can use Einstein to analyze patient histories and treatment data, offering reminders tailored to each patient’s needs, improving adherence to care plans and speeding recovery. Salesforce Einstein’s sales intelligence tools, such as Lead Scoring and Opportunity Insights, enable sales teams to focus on the most promising leads. This targeted approach drives higher conversion rates and more efficient sales processes. Industry insight: In real estate, Einstein helps agents manage numerous leads by scoring potential buyers based on their engagement with property listings. A buyer who repeatedly views homes in a specific area is flagged, prompting agents to prioritize their outreach, accelerating the sales process. In the automotive industry, Einstein identifies leads closer to purchasing by analyzing behaviors such as online vehicle configuration and test drive bookings. This allows sales teams to focus on high-potential buyers, closing deals faster. Automation is at the heart of Salesforce Einstein’s ability to streamline processes and boost productivity. By automating repetitive tasks like data entry and customer inquiries, Einstein frees employees to focus on strategic activities, improving overall efficiency. Industry insight: In insurance, Einstein Bots can handle routine tasks like policy inquiries and claim submissions, freeing up human agents for more complex issues. This leads to faster response times and reduced operational costs. In banking, Einstein-powered chatbots manage routine inquiries such as balance checks or transaction histories. By automating these interactions, banks reduce the workload on call centers, allowing agents to provide more personalized financial advice. Einstein Discovery democratizes data analytics, making it easier for non-technical users to explore data and uncover actionable insights. This tool identifies key business drivers and provides recommendations, making data accessible for all. Industry insight: In healthcare, predictive insights are helping providers identify patients at risk of chronic conditions like diabetes. With Einstein Discovery, healthcare providers can flag at-risk individuals early, implementing targeted care plans that improve outcomes and reduce long-term costs. For energy companies, Einstein Discovery analyzes data from sensors and weather patterns to predict equipment failures and optimize resource management. A utility company might use these insights to schedule preventive maintenance ahead of storms, reducing outages and enhancing service reliability. More Than a Tool – Embedded Salesforce Einstein Salesforce Einstein is more than just an AI tool—it’s a transformative force enabling businesses to unlock the full potential of their data. From predicting trends and personalizing customer experiences to automating tasks and democratizing insights, Einstein equips companies to make smarter decisions and enhance performance across industries. Whether in retail, healthcare, or technology, Einstein delivers the tools needed to thrive in today’s competitive landscape. Tectonic empowers organizations with Salesforce solutions that drive organizational excellence. Contact Tectonic 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 Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 21, 2024in Salesforce Einstein

19Sep

Vonage Premier for Salesforce Service Cloud Voice

HOLMDEL, N.J., Sept. 18, 2024 /PRNewswire/ — Vonage, a global leader in cloud communications helping businesses accelerate their digital transformation and a part of Ericsson (NASDAQ: ERIC), is one of the first contact center providers to join Salesforce’s Bring Your Own Channel for Contact Center as a Service (BYOC for CCaaS) pilot program. With BYOC for CCaaS, Vonage Premier for Salesforce Service Cloud Voice customers will have the ability to integrate Vonage omnichannel and AI-powered capabilities into their existing contact center solutions, including voice, SMS, chat, social messaging apps like WhatsApp, and more – delivering faster resolution times and creating a more native, personalized and meaningful experience for customers by connecting with them on their channel of choice. “We are very excited to have Vonage, a leading Salesforce Service Cloud Voice partner, take this very important step to expand its deep Salesforce integration through BYOC for CCaaS, delivering the omnichannel capabilities – and the APIs to enable them – that create the kind of customer experiences that drive meaningful engagement,” said Tony Flores, Senior Director of Product Management for Salesforce. With BYOC for CCaaS, Vonage Premier for Service Cloud Voice customers will now be able to connect with customers across various communications channels, as well as access data insights and AI-based agent productivity tools, to create a better overall customer journey and a more productive and efficient agent experience. The solution’s single routing and agent capacity model also increases contact center capacity, leading to more customer interactions being resolved better and faster. Workforce Engagement Management (WEM) is also provided through Vonage’s seamless integrations with leading WEM solutions Verint, Calabrio Teleopti, Playvox and injixo, ensuring optimum planning, scheduling, tracking, and management of the contact center workforce. “Today’s contact center agents play a vital role in support of the businesses they represent and in meeting the increasing demands of tech-savvy customers who want to connect from anywhere, on their preferred communications channels,” said Reggie Scales, Acting Head of Applications for Vonage. “These agents are also frequently working from anywhere and need the tools to access critical information to troubleshoot common customer issues and provide real-time customer support. Having all of these capabilities in a single user interface – omnichannel modes of communication coupled with a 360 view of customer information and key knowledge bases – this is the contact center of the future.” A key differentiator for Vonage as a pilot partner in this program is its ability to source a single AI-based Virtual Agent solution for self-service automations across voice and digital channels using Vonage AI studio – while also leveraging Salesforce for all Live Agent Assist and Analytics needs. Vonage can also integrate its own Vonage Communications APIs to power pre-built programmable capabilities for voice, SMS, social and chat, directly into the contact center – all on one combined Salesforce and Vonage platform. This singular view also enhances efficiency by keeping agents and supervisors in a single Salesforce desktop to eliminate application switching and the need to toggle between screens. “Modern contact centers are experiencing increasing pressure and demand to deliver better, more personalized, omnichannel interactions, as well as quicker and more accurate responses to customer issues,” said Jim Lundy, CEO, Founder & Lead Analyst, Aragon Research. “With BYOC for CCaaS, Vonage aims to address the increasing demand for a unified and customizable customer experience across all communication channels, leveraging existing Salesforce platforms and AI-powered insights and automation.” Vonage Premier for Service Cloud Voice is currently available on the Salesforce AppExchange with Salesforce BYOC for CCaaS integrated capabilities now available for customers to pilot. To find out more about Vonage Premier for Service Cloud Voice, visit www.vonage.com. Salesforce, AppExchange, Service Cloud Voice, Einstein and others are among the trademarks of Salesforce, inc. About Vonage Vonage, a global cloud communications leader, helps businesses accelerate their digital transformation. Vonage’s Communications Platform is fully programmable and allows for the integration of Video, Voice, Chat, Messaging, AI and Verification into existing products, workflows and systems. The Vonage conversational commerce application enables businesses to create AI-powered omnichannel experiences that boost sales and increase customer satisfaction. Vonage’s fully programmable unified communications, contact center and conversational commerce applications are built from the Vonage platform and enable companies to transform how they communicate and operate from the office or remotely – providing the flexibility required to create meaningful engagements. Vonage is headquartered in New Jersey, with offices throughout the United States, Europe, Israel and Asia and is a wholly-owned subsidiary of Ericsson (NASDAQ: ERIC), and a business area within the Ericsson Group called Business Area Global Communications Platform. To follow Vonage on X (formerly known as Twitter), please visit twitter.com/vonage. To follow on LinkedIn, visit linkedin.com/company/Vonage/. To become a fan on Facebook, go to facebook.com/vonage. To subscribe on YouTube, visit youtube.com/vonage. SOURCE Vonage Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 19, 2024in Data, Salesforce Service Cloud

12Sep

Mark Becker on Nonprofit Cloud

In May 2023, Salesforce released a new CRM offering called the Nonprofit Cloud. Since then, Salesforce has continued to roll out new products and functionality within Nonprofit Cloud. This article originally appeared in Nonprofit Pro. If your nonprofit uses the Salesforce Nonprofit Success Pack (NPSP) or is considering a move to the Nonprofit Cloud, you might be interested in learning more about it and how it’s being adopted in the sector. Let’s take a look at some key points about Salesforce Nonprofit Cloud. A Brief History of Salesforce NPSP and Nonprofit Cloud Salesforce has provided technology for nonprofits for the past 20 years. During this time, there have been multiple solutions for organizations developed for or by Salesforce. Related story: What to Know About Constituent Relationship Management System for Nonprofits For the past 15 years or so, Salesforce’s prominent solution for nonprofits has been NPSP, originally called Nonprofit Starter Pack. Today, tens of thousands of nonprofits use NPSP for their CRM system and fundraising needs. Some Differences Between Salesforce NPSP and Nonprofit Cloud Without getting too techy about the differences between Salesforce NPSP and Nonprofit Cloud, here’s a simple overview. NPSP is what many call a “managed” package. It’s built on top of the Salesforce platform as a sort of product that is installed in a nonprofit’s Salesforce environment. It’s primarily used by nonprofits for fundraising and CRM. Nonprofits using NPSP have often added other managed packages, such as Volunteers for Salesforce and the Program Management Module, to address other needs while staying within the Salesforce environment. The Nonprofit Cloud, on the other hand, is built into the Salesforce platform. It’s not a managed product, which means it’s not a “product” installed in the Salesforce environment. Instead, it’s part of the platform itself. This approach provides nonprofit-specific features without the need to go through an installation process. But it’s important to note that Nonprofit Cloud still must be customized for each organization’s needs, which may include setup, data migration, testing, and training. Another difference between NPSP and Nonprofit Cloud is Salesforce’s investment. While Salesforce continues to sell and support NPSP, most of the new features and functionality they’re rolling out are within Nonprofit Cloud. Adoption of the Salesforce Nonprofit Cloud in the Sector It’s not clear exactly how many nonprofits have moved or are moving to Nonprofit Cloud. But a recent study about Salesforce Nonprofit Cloud implementations from Watt Hamlett Consulting sheds some light on the adoption of the Salesforce offering. A few key highlights from the study of Salesforce consultants include: The report estimates that there are likely a few hundred Nonprofit Cloud projects in progress or completed, and 75 or more firms with some experience with it. So, it seems fair to say that while it’s still early days with Nonprofit Cloud, there are nonprofits becoming early adopters of the offering, there are Salesforce consultants that are gaining experience with Nonprofit Cloud implementations and many consultants consider themselves willing and ready to take on Nonprofit Cloud projects. Tips for Moving Forward With Salesforce Offerings for Nonprofits If your organization uses Salesforce NPSP or is considering moving to Salesforce, there’s not a one-size-fits-all answer to whether you should adopt the Nonprofit Cloud at this time. In some cases, it might make sense to stay on NPSP. In others, it might make sense to move to or start out with some elements of Nonprofit Cloud. However, here are some tips to help you take the next steps as you consider using Salesforce solutions for your nonprofit. Stay Informed Salesforce continues to roll out new products, features, and functionality within Nonprofit Cloud. To stay current, it’s worthwhile to watch for announcements and product roadmaps from Salesforce. Think Ahead It’s important to think about your long-term technology plan when deciding whether to adopt the Nonprofit Cloud or choose/stay with NPSP. Consider your organization’s current technology systems and organizational goals for the next three to five years as you weigh your decision. Consider the Pros and Cons Staying on or starting out with NPSP might seem like a safe choice. Thousands of nonprofits are still using the solution, and Salesforce is continuing to support it. However, the focus for Salesforce appears to be around Nonprofit Cloud, so NPSP might not receive much innovation in the future. Plus, if you are already using NPSP and the apps you use with NPSP don’t work within Nonprofit Cloud, then you might want to stay on NPSP until you have a more comprehensive plan for moving to the Nonprofit Cloud. On the flip side, if you were to move to the new Nonprofit Cloud, you would gain the benefits of an ongoing stream of new features and functionality from Salesforce. But you would be an early adopter, which can come with its own challenges, including a low number of customer references and Salesforce consultants with minimal experience working with the solution. And until Salesforce consultants have more experience, the complexity and cost of Nonprofit Cloud implementations could be higher than NPSP. Get Expert Help There are a lot of considerations when it comes to understanding the pros and cons of adopting new technology. It can be extremely helpful to work with a technology consulting firm to assess your organization’s needs and find the right solution for your nonprofit. Mark BeckerAuthor’s page Mark founded Cathexis Partners in 2008 to help nonprofit organizations get the most from their existing technology tools, implement new technology to address gaps and find the best overall approach to using technology to support their missions. He previously served as director of IT consulting at a fundraising event production company focused on nonprofits. Mark also serves on the editorial advisory board for NonProfit PRO, where he contributes monthly to his blog, “Nonprofit Tech Matters.” 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

September 12, 2024in Salesforce Nonprofit Cloud

12Sep

Introhive Relationship Intelligence Platform

FREDERICTON, New Brunswick, September 12, 2024 – Introhive, the leading Relationship Intelligence platform, today announced that it is enabling its market leading, AI-Powered Relationship Intelligence for Salesforce Data Cloud empowering clients to understand in real-time the Relationship Intelligence associated with sales Opportunities Bringing Salesforce Data Cloud and AI together for enhanced insights Introhive’s integration brings the Customer 360 vision to life by providing a unified and enriched view of contact and relationship data, enabling organizations to derive advanced insights by overlaying their existing sales opportunities. As a leader in relationship intelligence and CRM data automation, Introhive provides unmatched data accuracy, ensuring reliable insights and actions from Data Cloud applications and AI tools like Salesforce Einstein Copilot. By transforming relationship data into actionable insights, organizations are empowered to make critical business decisions with confidence and turn connections into tangible business value. Enhanced decision-making with Salesforce Data Cloud “Our Relationship Intelligence capability for Salesforce Data Cloud enhances the solution we offer our clients and elevates Introhive’s role as a top-tier Data Ecosystem Partner on the Salesforce platform,” said Lee Blakemore, CEO of Introhive. “Clients will now enjoy all the benefits of Introhive’s Data Share, enhanced by Salesforce’s powerful platform, ensuring real-time access to trusted relationship data. This combination empowers firms to make critical business decisions with confidence and precision.” Lightning Web Components boost Salesforce Data Cloud integration To further strengthen its Salesforce offering, Introhive announced the launch of Lightning Web Components that seamlessly integrate powerful relationship intelligence in users flow of work. This strategic addition elevates relationship intelligence in Salesforce by making insights more contextual, accessible, and actionable. The components dynamically surface relevant relationship data, top contacts, and interaction history directly within Salesforce pages. This allows users to take proactive steps in managing their relationships, resulting in improved productivity, enhanced client retention, and accelerated revenue growth – all without disrupting existing workflows. Addressing data challenges with Salesforce Data Cloud integration In today’s data-driven business environment, organizations rely heavily on analytics for decision-making, recognizing that the quality and timeliness of information are crucial for effective data-driven strategies. Yet, siloed data, information overload, and constant context switching often lead to missed critical relationship insights, impeding businesses from fully leveraging their relationship capital to drive growth, retention, and informed business decisions. Unlocking the full potential of relationship data with Salesforce Data Cloud The addition of Introhive’s lightning web components and Data Cloud integration address these challenges by transforming how businesses manage and activate their relationship data to fuel business insights and inform decision making. This includes identifying open opportunities based on relationship strength and leveraging the best connected individuals to target accounts for strategic decision making and warm introductions. “With our integration with Salesforce Data Cloud, we’re tackling a major challenge businesses face: fully unlocking the value of their relationship data,” said Leyla Samiee, Chief Product Officer at Introhive. “Our goal is to eliminate data silos that hinder organizations from obtaining crucial relationship insights. By consistently delivering clean, reliable data, we’ve been leading this charge. This new partnership takes our efforts further by enabling smooth integration of data and interactions across various systems that impact our clients’ goals. Our Lightning Web Components, now enhanced with machine intelligence, provide real-time, actionable insights more efficiently. Through our collaboration with Salesforce Data Cloud, these services are integrated with Salesforce’s interactive platforms, offering improved visibility into relationship strength and key connections. This empowers organizations to strategically engage with their most valuable accounts, fostering growth and maximizing their relationship capital.” Salesforce Data Cloud empowers growth across industries As Salesforce maintains its position as the global CRM leader, Introhive’s enhanced offering strategically empowers organizations across industries such as accounting, consulting, legal and commercial real estate, to fully capitalize on their collective relationship network to drive their business forward. For more information about Introhive’s Data Cloud integration and Lightning Web Components, visit our website. About Introhive Introhive is the leading Relationship Intelligence Platform that empowers professional services firms to dismantle silos, fuel their CRM, and activate relationship data to foster collaboration and increase revenue. Trusted by world-renowned brands, Introhive supports over 750,000 users in 90+ countries. With offices in the US, Canada, and the UK, we’re committed to helping businesses optimize their revenue opportunities. Learn more at www.introhive.com. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 12, 2024in Salesforce

11Sep

Salesforce Foundations

Salesforce has introduced Salesforce Foundations ahead of Dreamforce, offering a significant free upgrade that enables customers to unify data and functionality from various Salesforce products into a customizable portal. This portal gives users the flexibility to apply extensive data filters and perform actions directly within the Salesforce Platform. What is Salesforce Foundations? Salesforce Foundations provides a new portal where users can access and filter data stored in Salesforce Data Cloud. This massive amount of data, coming from different Salesforce products like Sales Cloud and Service Cloud, can be easily filtered, allowing users to quickly take actions like handling support tickets or initiating upsells. The portal is fully customizable, enabling businesses to tailor the experience to their specific needs. Seamless Partner Integrations Salesforce Foundations also supports integrations with 25 partners, including well-known names like DocuSign, RingCentral, and ZoomInfo. For example, users can send and sign contracts directly from the portal using DocuSign, streamlining business processes even further. Years in the Making: Salesforce Data Cloud Evolution Salesforce has been transforming the data structures behind its applications, with many now built on the robust foundation of Salesforce Data Cloud. This cloud provides not just the data, but also the metadata, or context, which makes it easier to connect and understand relationships across different software solutions. Salesforce products and third-party solutions that integrate with the Data Cloud can now be accessed and controlled through Salesforce Foundations, allowing users to filter, display, and even act on the data from a centralized portal. Streamlining Operations with One Portal The goal of Salesforce Foundations is to streamline operations by reducing the need for multiple applications and systems. Many organizations currently juggle separate environments for Sales, Service, Marketing, and Commerce, making integrations complex. Foundations brings these applications together, enabling employees to work from a single portal, reducing screen switching, and enhancing data correlations across platforms. This promises to drive better insights and faster decision-making. AI and the Future of Salesforce Foundations Salesforce aims to make Foundations even more effective by incorporating AI to identify data correlations and suggest actions. While the extent of its capabilities will become clearer after Dreamforce, Salesforce Foundations has the potential to integrate seamlessly with the Salesforce Platform, offering all native platform features and significantly improving efficiency across organizations. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 11, 2024in Salesforce Data Cloud

11Sep

Salesforce Healthcare and AI

The Healthcare Industry’s Digital Transformation: An Opportunity Unveiled – Salesforce Healthcare and AI Historically, the healthcare sector has lagged behind in technology adoption, particularly software. It consistently invests less in IT and software compared to other industries, relying heavily on manual processes and outdated tools like faxes and phone calls. Unlike other sectors where platforms like Salesforce, Slack, JIRA, and Notion dominate, healthcare has yet to see similar technological integration. Salesforce Healthcare and AI Future While this low adoption of software has previously been seen as a drawback, it now presents a significant opportunity. Unlike industries burdened by extensive investments in legacy systems, healthcare is not encumbered by sunk costs. This freedom allows it to embrace cutting-edge AI innovations without the hesitation of overhauling existing, expensive software infrastructures. Addressing the Staffing Crisis The healthcare industry is grappling with a severe staffing crisis, with a shortfall of over 100,000 doctors and nurses projected over the next five years. The increasing complexity of medical care, driven by advancements in diagnostics, continuous monitoring, and new treatments, contributes to an overwhelming amount of information for clinicians. To manage this, healthcare requires new tools capable of processing complex data in real-time to support critical decisions for an aging population with more complex health needs. The most valuable asset in healthcare is clinical judgment, which is currently exclusive to human practitioners. A major challenge is to extend this clinical judgment beyond the existing workforce and physical locations, making it accessible to all who need it. Additionally, ensuring that every clinician performs at the highest level is crucial. The Role of Administrative and Clinical AI Administrative AI is essential for reducing the overhead of healthcare delivery, allowing for better resource management and efficiency. Clinical AI products, though challenging to develop due to their high-stakes nature, are uniquely positioned to address these needs. They must integrate seamlessly into existing environments, adding a layer of sophistication to healthcare processes. Regulatory Advantages for Clinical AI One of healthcare’s advantages in adopting AI is its well-established regulatory framework. The FDA has approved numerous clinical AI products and is developing processes to keep pace with advancements in machine learning and generative AI. This rigorous approval process ensures that only the most reliable and clinically sound products make it to market, creating a higher barrier to entry but also a stronger competitive advantage for those that succeed. The Scale of Opportunity The healthcare industry is a massive $4 trillion+ market, predominantly driven by human labor rather than technology. Historically, enterprise software companies have struggled to penetrate this sector, as IT budgets represent just 3.5% of revenue—less than half of that in financial services. However, with AI tools advancing rapidly, they are increasingly seen as “AI staff” rather than mere software. This shift opens up opportunities not just in software but in transforming service delivery, potentially disrupting a market valued in trillions rather than billions. The scale of this opportunity far exceeds past software ventures, as reflected in the significant capital and valuations flowing into AI-driven healthcare companies. Whether you’re launching a new clinic, developing infrastructure for the healthcare system, or creating innovative payment or insurance models, now is an unprecedented time to enter the healthcare space. The transformative power of AI is poised to redefine how healthcare companies are built, scaled, and brought to market. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 11, 2024in Generative AI, Life Sciences Cloud, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud, Salesforce Managed Services, Salesforce Optimization

10Sep

Einstein Features Cheat Sheet

Salesforce has published a great resource for Einstein users. The Einstein Cheat Sheet puts all the Einstein features and resources at your fingertips. Download here. Einstein Discover the power of the #1 AI for CRM with Einstein. Built into the Salesforce Platform, Einstein uses powerful machine learning and large language models to personalize customer interactions and make employees more productive. With Einstein powering the Customer 360, teams can accelerate time to value, predict outcomes, and automatically generate contentwithin the flow of work. Einstein is for everyone, empowering business users, Salesforce Admins and Developers to embed AI into every experience with low code. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 10, 2024in Salesforce

10Sep

Salesforce Industries AI

Salesforce has introduced Industries AI, a suite of foundational, pre-built, and customizable AI capabilities designed to address specific industry needs and challenges. This innovation aims to help customers quickly realize value by automating tasks such as matching patients to clinical trials, providing proactive maintenance alerts for vehicles and machinery, streamlining inventory management, and enhancing services for citizens and program beneficiaries. Industries AI is integrated into all 15 of Salesforce’s industry clouds, offering ready-to-use solutions for a range of sector-specific tasks. To assist customers in getting started, Salesforce has launched the AI Use Case Library, which features over 100 Industries AI capabilities. This library includes dedicated resources and use case guides for each industry cloud. The library will be regularly updated with new capabilities, such as Complaint Summaries, Patient Services & Benefits Verification, and Vehicle Telemetry Summary. Industries AI also lays the groundwork for industry-specific Agentforce agents, which will transform workflows across various roles and scales. These agents, available soon in every industry cloud, can be set up in minutes to autonomously handle business tasks, drawing on CRM data, external data, and metadata. They adhere to privacy and security guidelines and can seamlessly transfer complex cases to human agents with relevant context. As organizations increasingly recognize the urgency of adopting AI—up 700% in the last six months—Industries AI addresses the challenge of building and training AI models, which can be costly and time-consuming. By offering AI capabilities tailored to specific industry needs, Salesforce provides a cost-effective solution that delivers immediate value. Industries AI combines the robustness of an enterprise-grade platform with Salesforce’s deep industry expertise. Built on the Salesforce platform, supported by Data Cloud and the Einstein Trust Layer, it ensures safety and security. Customers can leverage pre-built prompts and industry-specific data models to achieve relevant and contextual insights. Here are some of the new capabilities announced: Jeff Amann, EVP & GM of Salesforce Industries, emphasized the mission to provide practical AI solutions across all industries, enabling organizations to harness AI’s potential efficiently. Most of these features will be generally available between October 2024 and February 2025, with ongoing updates through Salesforce’s three annual releases. Generally Available Today: Available in October 2024: Available in Beta in October 2024: Generally Available in February 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 Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 10, 2024in Generative AI, Life Sciences Cloud, Public Sector Solutions

09Sep

Army of AI Bots

Salesforce Inc. has announced a significant upgrade with the launch of Industries AI, a new automation platform designed to handle a wide range of time-consuming tasks, enhancing productivity across various sectors. We are NOT advocating that the next war will be fought with AI Bots. We aren’t even suggesting there is anything negative about these bots. However, if the next war were to be information and data based, who knows. Industries AI will be integrated into all 15 of Salesforce’s cloud platforms, including Sales Cloud, Data Cloud, Service Cloud, Commerce Cloud, and Marketing Cloud. This expansive solution is capable of managing over 100 common tasks, from matching patients with clinical trials and providing maintenance alerts for vehicles and machinery, to streamlining recruitment processes and enhancing government services. The launch of Industries AI responds to findings from Salesforce’s Trends in AI for CRM Report, which indicated that over 75% of business leaders are concerned about missing out on AI advancements if they do not adopt the technology soon. With a 700% increase in urgency to implement AI over the past six months, many organizations struggle with the resources and expertise needed to develop and train AI models. Salesforce aims to address this by offering a ready-made framework for creating AI agents tailored to industry-specific needs, utilizing each customer’s proprietary data within the Salesforce platform. Industries AI will provide a foundation for quickly deploying autonomous agents, with setup times estimated at just a few minutes. To assist customers in leveraging AI automation, Salesforce has created use case libraries for each of its cloud platforms, featuring over 100 capabilities at launch. These capabilities span multiple industries: Salesforce will begin rolling out Industries AI capabilities in October 2024, with some features available by February 2025. The company plans to regularly update Industries AI with new capabilities as part of its annual Salesforce releases. Jeff Amann, executive vice president and general manager of Salesforce Industries, emphasized that this innovation aims to make powerful AI accessible to all enterprises, regardless of size or budget. “Organizations can now easily start with AI solutions tailored to their specific challenges, enhancing efficiency and productivity across various functions,” he said. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 9, 2024in Generative AI

09Sep

AI-Powered Field Service

Salesforce has introduced new AI-powered field service capabilities designed to streamline operations for dispatchers, technicians, and field service leaders. Leveraging the Salesforce platform and Data Cloud, these innovations aim to expedite time-consuming processes and enhance customer satisfaction by making field service operations more proactive and efficient. Why it matters: Field service teams currently spend only 32% of their time interacting with customers, with the remaining 68% consumed by administrative tasks like manually entering case notes. With 78% of field service workers in AI-enabled organizations reporting that AI helps save time, Salesforce’s new tools address these inefficiencies head-on. Key AI-driven innovations for Field Service: Availability: Paul Whitelam, GM & SVP of Salesforce Field Service, notes, “The future of field service lies in the seamless integration of AI, data, and human expertise. Our new capabilities set new standards for efficiency and service delivery.” Rudi Khoury, Chief Digital Officer at Fisher & Paykel, adds, “With Salesforce Field Service, we’re not just embracing AI and data-driven insights — we’re advancing into the future of field service, achieving unprecedented efficiency and exceptional service.” Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

September 9, 2024in Einstein Insights, Salesforce Development Services, Salesforce Manufacturing Automotive Energy, Salesforce Service Cloud

Salesforce Platform

Salesforce Certified AI Associate

Embedded Salesforce Einstein

Salesforce Healthcare and AI

Einstein Features Cheat Sheet

Recent Posts

Agentforce: Your Partner in Seamless Customer Experiences

On Premise Gen AI

Statement Accuracy Prediction based on Language Model Activations

Salesforce Marketing Cloud (SFMC) Connector

Agentforce Powered Marketing

Contact Us

Be in touch today — and start your business on a path to success.

Category

Archives