Salesforce Slack Archives - gettectonic.com
Slack User Personas
25Oct

Slack User Personas

A research team at Slack recently surveyed 5,000 full-time desk workers to understand what drives their use of AI-enhanced workplace tools. They found that people typically fall into one of five distinct personas, as identified by Slack’s Workforce Lab: What’s fascinating about this approach is how it aligns with the concept of managing people through “employee personas.” If you’re unfamiliar, workforce platform Envoy defines employee personas as “semi-fictional characters that represent the behaviors, needs, and preferences of a group of employees,” based on data and interviews. These personas help organizations tailor communications, plan training, and develop career paths, offering a data-driven approach to workforce management. Slack has extended this framework to AI adoption strategies. As reported by HR Dive, Christina Janzer, Slack’s SVP of research and analytics, noted during a press call that AI adoption is complex, with individuals experiencing it differently. She suggested that understanding employees’ emotional responses to AI could help predict whether they’ll experiment with or avoid the technology. This research mirrors the approach of the Slack-backed Future Forum, which surveyed 10,000 global workers each quarter on topics like flexibility, burnout, and hybrid work. Slack’s Workforce Lab takes a similar approach but focuses on productivity and employee experience across desk workers globally, including those at Slack, Salesforce, and beyond. The release of this report on AI personas—complete with a quiz—continues this work by asking how management can foster effective AI adoption. It’s crucial to note that personas aren’t fixed; people’s attitudes and enthusiasm for AI can evolve with experience. If Slack’s findings reflect broader trends, only a third of employees are truly excited about AI, with the rest hesitant or disengaged. A future challenge for Slack Workforce Lab may be uncovering what can motivate the remaining personas to embrace AI. 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

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October 25, 2024in Salesforce Slack
Slack Personality Quiz
15Sep

Slack Personality Quiz

Slack has introduced a personality quiz, inspired by BuzzFeed-style formats, to understand how modern office workers interact with AI tools. Based on a survey of 5,000 full-time desk workers across six countries, the quiz categorizes users into five distinct groups based on their engagement with generative AI. From “The Rebel” to “The Maximalist,” these personas are designed to help business leaders organize teams more effectively by understanding how employees perceive and utilize AI. According to Christina Janzer, Slack’s SVP of research and analytics, the personas reflect the diverse ways workers are engaging with AI, emphasizing that there isn’t a one-size-fits-all approach. Interestingly, Slack’s recent survey revealed that while executive leadership is pushing AI adoption, two-thirds of workers have yet to use AI tools in their daily tasks. Among AI users, there’s a split between “Maximalists” (30% of respondents), who actively use AI and advocate for its benefits, and “The Underground” (20%), who also use AI regularly but more discreetly. For non-users, the personas include “Rebels” (19%), who avoid AI and remain skeptical, “Superfans” (16%), who admire AI advancements but haven’t adopted it themselves, and “Observers” (16%), who cautiously watch from the sidelines. Janzer noted demographic differences, such as a higher proportion of women and older individuals in the Rebel category, while Maximalists and Underground users tend to be younger men. Janzer emphasized that while these personas highlight current attitudes, they aren’t permanent. Businesses should take these insights into account when rolling out AI projects, ensuring they address the varied sentiments across their workforce. 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 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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September 15, 2024in Generative AI, Salesforce Slack
Slack AI Exploit Prevented
22Aug

Slack AI Exploit Prevented

Slack AI Exploit Prevented. Slack has patched a vulnerability in its Slack AI assistant that could have been for insider phishing attacks, according to an announcement made by the company on Wednesday. This update follows a blog post by PromptArmor, which detailed how an insider attacker—someone within the same Slack workspace as the target—could manipulate Slack AI into sending phishing links to private channels that the attacker does not have access to. The vulnerability is an example of an indirect prompt injection attack. In this type of attack, the attacker embeds malicious instructions within content that the AI processes, such as an external website or an uploaded document. In this case, the attacker could plant these instructions in a public Slack channel. Slack AI, designed to use relevant information from public channels in the workspace to generate responses, could then be tricked into acting on these malicious instructions. While placing such instructions in a public channel poses a risk of detection, PromptArmor pointed out that an attacker could create a rogue public channel with only one member—themselves—potentially avoiding detection unless another user specifically searches for that channel. Salesforce, which owns Slack, did not directly reference PromptArmor in its advisory and did not confirm to SC Media that the issue it patched is the same one described by PromptArmor. However, the advisory does mention a security researcher’s blog post published on August 20, the same day as PromptArmor’s blog. “When we became aware of the report, we launched an investigation into the described scenario where, under very limited and specific circumstances, a malicious actor with an existing account in the same Slack workspace could phish users for certain data. We’ve deployed a patch to address the issue and have no evidence at this time of unauthorized access to customer data,” a Salesforce spokesperson told SC Media. How the Slack AI Exploit Could Have Extracted Secrets from Private Channels PromptArmor demonstrated two proof-of-concept exploits that would require the attacker to have access to the same workspace as the victim, such as a coworker. The attacker would create a public channel and lure the victim into clicking a link delivered by the AI. In the first exploit, the attacker aimed to extract an API key stored in a private channel that the victim is part of. The attacker could post a carefully crafted prompt in the public channel that indirectly instructs Slack AI to respond to a request for the API key with a fake error message and a URL controlled by the attacker. The AI would unknowingly insert the API key from the victim’s private channel into the URL as an HTTP parameter. If the victim clicks on the URL, the API key would be sent to the attacker’s domain. “This vulnerability shows how a flaw in the system could let unauthorized people see data they shouldn’t see. This really makes me question how safe our AI tools are,” said Akhil Mittal, Senior Manager of Cybersecurity Strategy and Solutions at Synopsys Software Integrity Group, in an email to SC Media. “It’s not just about fixing problems but making sure these tools manage our data properly. As AI becomes more common, it’s important for organizations to keep both security and ethics in mind to protect our information and keep trust.” In a second exploit, PromptArmor demonstrated how similar crafted instructions could be used to deliver a phishing link to a private channel. The attacker would tailor the instructions to the victim’s workflow, such as asking the AI to summarize messages from their manager, and include a malicious link. PromptArmor reported the issue to Slack on August 14, with Slack acknowledging the disclosure the following day. Despite some initial skepticism from Slack about the severity of the vulnerability, the company patched the issue on August 21. “Slack’s security team had prompt responses and showcased a commitment to security and attempted to understand the issue. Given how new prompt injection is and how misunderstood it has been across the industry, this is something that will take the industry time to wrap our heads around collectively,” PromptArmor wrote in their blog. New Slack AI Feature Could Pose Further Prompt Injection Risk PromptArmor concluded its testing of Slack AI before August 14, the same day Slack announced that its AI assistant could now reference files uploaded to Slack when generating search answers. PromptArmor noted that this new feature could create additional opportunities for indirect prompt injection attacks, such as hiding malicious instructions in a PDF file by setting the font color to white. However, the researchers have not yet tested this scenario and noted that workspace admins can restrict Slack AI’s ability to read files. 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

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August 22, 2024in Salesforce Slack
Slack Integrating AI Into Platform
23Jun

Slack Integrating AI Into Platform

Slack’s CEO Denise Dresser announced that AI will soon be integrated into every aspect of the platform, enabling users to manage tasks and launch new projects without leaving the application. This announcement highlights a significant shift towards enhancing productivity and collaboration within Slack using advanced AI capabilities. Slack Integrating AI Into Platform. During a media session following her keynote at Salesforce’s World Tour event in Boston, Dresser outlined her vision for AI in Slack. Having taken on her role six months ago after years with Salesforce, she emphasized the integration of Slack with Salesforce’s Einstein Copilot. Acquired by Salesforce in late 2020, Slack aims to provide a unified experience for users by leveraging AI to manage both structured and unstructured data. The goal is to help users quickly find key conversations and turn them into actionable tasks and projects. Dresser noted the challenges in navigating chat histories and identifying important moments, which AI integration aims to address. Slack Integrating AI Into Platform “AI can significantly drive productivity,” Dresser said. “With Slack AI Search, Slack becomes your organization’s long-term memory. It allows users to easily find what they need through generative summaries, which was a major breakthrough for us.” Dresser highlighted the rapid adoption of AI and its integration into Slack’s functionality, leading to an evolution in skills such as prompt engineering and natural language processing. These advancements enable tasks like software creation without traditional coding methods. She pointed out the rapid growth in AI adoption, comparing it to the adoption rates of ChatGPT, mobile phones, and Facebook. Dresser believes this trend will continue as people experience productivity improvements with AI. AI will be embedded in various Slack features, including Canvas, Workflow, and Huddle, providing seamless assistance within the application. Users may not even realize they are interacting with AI, as it will naturally enhance Slack’s functionality. For instance, instead of manually searching through messages, AI will highlight the most important summaries. Dresser also mentioned the newly launched Slack Lists feature, which automatically captures and surfaces key parts of channel conversations. She stressed the importance of reducing the need to switch between different applications, which can drain time and productivity. “We have millions of people working in Slack; why leave Slack?” she said. “We wanted to integrate capabilities for tasks, lists, and projects directly into Slack, starting right within conversations.” In the future, Slack will also suggest relevant chat channels for project purposes, providing users with powerful insights and capabilities. Dresser noted that while only about a third of employees currently use AI-powered platforms, those who do report an average 81% increase in productivity by eliminating mundane tasks. As AI continues to be embedded into Slack and Salesforce tools, Dresser acknowledged the challenge of maintaining the platform’s beloved feel and integrity. “We’ve already integrated Slack, Sales Elevate, and Salesforce. Copilot’s integration will be excellent,” she said. “We have focused on preserving the unique Slack experience, even while enhancing it with new architectural integrations. Our goal is to ensure that Slack remains efficient and productive while staying true to its core identity.” 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

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June 23, 2024in Salesforce Einstein, Salesforce Slack
Salesforce Announces Slack Lists for Project Management
06Jun

Salesforce Announces Slack Lists for Project Management

Salesforce Transforms Slack into Project Management Platform with New Slack Lists Feature Salesforce Inc. has introduced Slack Lists, a new feature designed to transform Slack from a simple collaboration tool into a comprehensive project management platform. Initially rolling out in select regions, Slack Lists will soon be available to all paid Slack users, integrating project and task management directly into the Slack interface. Salesforce Announces Slack Lists for Project Management. And this answers the age old question, can Salesforce be used as a project management tool? Key Benefits and Features Collaborative Tools Slack Lists excels in fostering collaboration by allowing team members to bring relevant coworkers into conversations and create message threads for specific list items. These threads consolidate discussions about particular items, requests, or issues into single, organized conversations. This ensures tasks are not forgotten and keeps all team members informed about project progress. Executive Insights Denise Dresser, CEO of Slack, stated that Slack Lists transforms conversations into actionable tasks that drive work forward. “Now those loose steps shared in a project channel can be tracked across teams,” she explained. “With project management in Slack, teams across organizations will have everything they need to complete projects faster and increase productivity.” Practical Applications Salesforce emphasized that Slack Lists can benefit any organization within an enterprise. For example: Holger Mueller of Constellation Research Inc. noted that Salesforce has long aimed to extend Slack’s capabilities beyond core messaging and collaboration. “Salesforce has opted to go generic with Slack Lists, allowing users to create list entries for projects, service requests, and more,” he said. “This ideally makes collaboration on those projects easier, making Slack more goal-oriented and changing the future of work.” Early Adoption Marriott International Inc. participated in the pilot phase of Slack Lists before its general release. Lori Drake, Director of System Strategy at Marriott Digital Services, expressed enthusiasm about the feature, saying, “We’re excited to use lists to manage projects and track requests, and think it can unlock significant time savings for our teams.” Availability 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

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June 6, 2024in Generative AI, Salesforce, Salesforce Slack
Slack Fuels Productivity
04May

Slack Fuels Productivity

In today’s fast-paced marketing landscape, organizations are navigating a dynamic environment characterized by automation, advanced technology tools, and readily available data. These resources enable businesses to gain deeper insights into customer needs and engage with them effectively across various touchpoints. However, technological advancements, coupled with increasing acquisition costs, necessitate a reimagining of interactions both internally and with customers throughout the buyer journey. Slack Fuels Productivity of marketers worldwide. This insight addresses how. Enterprises leverage Slack to streamline their marketing efforts and accelerate time-to-market. By harnessing the power of Slack, Salesforce marketers enhance productivity and collaboration within their teams. According to Salesforce’s State of Marketing report, 90% of CMOs emphasize the importance of ongoing innovation to maintain competitiveness in the market. Slack empowers marketers in several ways: At Salesforce, marketing is a collaborative effort involving creative leads, field marketing managers, product marketers, and campaign specialists. From content creation to sales enablement and event planning, seamless cross-functional collaboration is essential for driving messaging and demand for the business. Slack serves as the intelligent productivity platform for unifying team members and accelerating work across the entire marketing organization. By leveraging automation and integrations, Salesforce marketers focus on strategic initiatives rather than daily tasks. Slack’s Workflow Builder enables teams to automate routine tasks, freeing up time for more impactful work. Moreover, channels in Slack serve as a central hub for aligning marketing teams, facilitating brainstorming, decision-making, and collaboration. Slack Fuels Productivity by connecting the teams and the processes. Slack’s upcoming AI features, including channel recaps and search answers, will further empower teams to make informed decisions efficiently. By centralizing knowledge and facilitating communication, Slack plays a pivotal role in driving alignment, improving productivity, and fostering stronger partnerships within the marketing ecosystem. Slack revolutionizes marketing operations by providing a platform for seamless collaboration, automation, and knowledge sharing. Salesforce’s use of Slack exemplifies how organizations can leverage intelligent productivity tools to stay agile, drive innovation, and achieve marketing success in today’s competitive landscape. 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

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May 4, 2024in Mulesoft, Salesforce, Salesforce Slack
Salesforce Slack and AI
18Apr

Salesforce Slack and AI

Salesforce, the customer relationship management software giant, has announced the availability of Slack AI to all paid Slack customers with expanded language support. Slack AI utilizes a company’s conversational data to assist end users and employees in quickly grasping processes and communications. It generates summaries and introduces new search capabilities based on the client company’s conversations. Slack, a workplace messaging and productivity app, was acquired by Salesforce for approximately $28 billion in 2021. It competes directly with Microsoft’s Teams and Google Chat. The Slack AI add-on is now available for all paid Slack plans (Pro and Business+) at $10 per user per month. It supports English, Spanish, and Japanese languages initially, with more languages coming soon. This development allows businesses of all sizes to leverage an intuitive AI experience seamlessly integrated with Slack, enhancing productivity within the platform. Previously, Slack AI was accessible only to large enterprises paying for Slack. The latest features of Slack AI include a recap feature providing daily morning digests with channel summaries, personalized search answers, and conversation summaries. According to internal analysis, customers using Slack AI in pilot programs are saving an average of 97 minutes per user each week by leveraging AI to find answers, distill knowledge, and generate ideas. One of Slack’s customers, Beyond Better Foods, a healthy dessert brand, uses Slack AI extensively for logistics planning. Their operations team benefits from enhanced search capabilities and channel recaps, saving time and improving focus. Andy Kung, Vice President of Operations at Beyond Better Foods, shared his experience: “When I need to get my CEO a fast answer at 2 pm on a Friday, I can use Slack AI’s search function. I’ve only been using Slack AI for about a month, but it’s already helped me quickly find answers countless times, and AI is saving me at least 30 minutes a day.” This announcement marks a significant step in making Slack AI accessible to a broader range of businesses, empowering them to work smarter and more efficiently within the Slack platform. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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

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April 18, 2024in Salesforce, Salesforce Slack
Slack and Salesforce
10Apr

AI in Slack

Introducing AI in Slack If you are unfamiliar with the Slack collaboration tool, learn more here. Incorporating Artificial Intelligence (AI) into Slack marks a significant milestone, one that is a real gamechanger. Slack’s ability to consolidate projects, data, and conversations into one platform has been a time saver for businesses, fostering collaboration and enhancing productivity. Now, with the introduction of native AI features, users can leverage their collective knowledge more efficiently than ever before. “For the past decade, Slack has transformed the way we work, facilitating seamless integration of people, apps, and systems. With Slack AI, we’re poised to elevate this transformation further. These new AI capabilities empower our customers to tap into the wealth of knowledge within Slack, enabling smarter work processes, faster decision-making, and more focus on innovation and growth.” Denise Dresser, CEO of Slack Enhancing Work Efficiency with AI The traditional approach to work often comes with productivity challenges, particularly when employees lack access to critical, time based information. Studies reveal that nearly half of digital workers struggle to find necessary information, leading to suboptimal decision-making. By integrating AI features into Slack, users can instantly access contextual information related to any project or policy within their organization’s history. This streamlines workflows and enables teams to make better-informed decisions efficiently. Slack’s Commitment to Simplified Work Processes Slack has always aimed to simplify work processes, bringing conversations, automation, and productivity tools into one unified platform. From channel-based discussions to real-time collaboration and process automation, Slack offers a comprehensive solution for teams. Moreover, Slack seamlessly integrates with popular tools like Salesforce, Workday, and Google Drive, facilitating smoother business operations and accelerating task completion. AI in Slack With Slack’s channel-based model serving as the foundation, users can create a centralized repository of information. Every message, canvas, and clip contributes to this repository, forming a searchable database of collective knowledge. Intelligent search functionality further enhances accessibility, enabling users to retrieve relevant information effortlessly. AI-powered features, such as channel recaps, thread summaries, and search answers, revolutionize how teams interact with information. Channel recaps provide key highlights from discussions, allowing users to catch up quickly and make informed decisions. Thread summaries condense lengthy conversations, facilitating faster comprehension and decision-making. Additionally, search answers offer concise responses to queries, leveraging relevant Slack messages to provide valuable insights. Embracing AI for Future Growth As businesses recognize the potential of AI to drive efficiency and productivity, Slack’s AI features offer a seamless transition. By embedding AI tools directly into the Slack workspace, users can harness the power of AI effortlessly, without the need for complex configurations or separate applications. Overall, Slack AI empowers teams to reach their full potential by leveraging corporate knowledge effectively. With AI-driven insights at their fingertips, teams can save time, make better decisions, and drive meaningful outcomes for their organizations. AI in Slack 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

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April 10, 2024in Salesforce, Salesforce Einstein, Salesforce Implementation Services, Salesforce Slack
Salesforce
16Jan

Spring ’24 Enhancements for Salesforce Mulesoft, Slack, and Salesforce Customer Success

Enhancements for Salesforce Mulesoft, Slack, and Salesforce Customer Success Spring ’24. Anypoint Code Builder for Desktop MuleSoft Design, develop, and deploy APIs and integrations from a single environment. RPA—Unified Flow MuleSoft The Spring ’24 release brings together features and enhancements that streamline business-IT collaboration, reduce time-to-value, and maximize efficiency. These include new I/O variables based on JSON that make integration easier, bots that can be pooled to scale up or down as needed, Anypoint/Composer flows that can be invoked by RPA, and more. Anypoint Studio Update MuleSoft Studio 7.16 includes improvements to asset import, API development, and CloudHub deployment experiences. Anypoint Flex Gateway: Policy Development Kit MuleSoft Policy Development Kit allows developers to simply and easily build custom policies for Anypoint Flex Gateway using Rust. MuleSoft Direct for Industry Clouds: Loyalty, Automotive, and Manufacturing MuleSoft Connect to industry systems faster directly from Salesforce for Loyalty, Automotive, and Manufacturing Cloud. Anypoint Monitoring: Data Exporter for OpenTelemetry MuleSoft Centralize data export for all telemetry data in Anypoint Platform for faster integration with third-party monitoring services using Data Exporter for OpenTelemetry. Azure Event Hubs Connector MuleSoft MuleSoft’s newest Azure Event Hubs connector seamlessly integrates with MuleSoft applications, allowing users to send and receive messages from Azure Event Hubs without the need for complex coding or configuration. This connector is ideal for constructing real-time data pipelines and event-driven applications. Workflow Builder Enhancements Slack Create time-saving automations with new connectors that seamlessly connect your business tools. Create even more powerful workflows that automate work across multiple systems. Slack Canvas Enhancements Slack Create, organize, and share essential information–right in Slack. The new canvas gallery is a centralized place to quickly find templates to use as-is or customize to suit your needs. Customer Success Score Enhancements Customer Success Signature Success Plan customers now have new data for sandboxes and Data Cloud. The Success Score now provides AI-powered actionable recommendations to improve business outcomes. Expert Coaching Enhancements Customer Success Expert Coaching offers new refreshed sessions, all-new programs, and more. Experts guide you on how to get the most out of Salesforce through sessions to onboard, adopt, and grow your business. Stay tuned to Tectonic’s Insights for more details and news from Salesforce. Enhancements for Salesforce Mulesoft, Slack, and Salesforce Customer Success. Like Related Posts 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 Public Sector Salesforce Solutions Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing Read more Integration With Salesforce What is Salesforce Integration? Integration is the process of establishing connections between two or more applications within an enterprise system. Read more Salesforce Integrations How do you make Salesforce even better? Integrate it with all the third party apps you already use. From productivity Read more

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January 16, 2024in Mulesoft, Salesforce Slack
Slack for Financial Services
28Sep

How Slack Works with Financial Services Cloud

The financial services industry is fiercely competitive, demanding quick access to customer data, seamless collaboration, and well-informed decision-making for growth and staying ahead. Slack and Salesforce Financial Services Cloud (FSC) serve as instrumental tools in achieving these objectives. By synergizing these two robust platforms, organizations in the financial sector can enhance efficiency and organizational structure. How Slack Works with Financial Services Cloud. Salesforce FSC, a cloud-based platform, offers an encompassing suite of applications tailored for financial services. It streamlines processes like sales, marketing, compliance, and customer service. Real-time access to customer data empowers finance professionals, enabling them to make informed decisions efficiently. Slack, an instant messaging platform, facilitates faster and secure communication, fostering collaboration among team members. It simplifies file-sharing across devices, ensuring universal access to essential information. Slack’s user-friendly interface organizes conversations, mitigating the challenge of managing communication across various platforms. The integration of Slack and FSC revolutionizes finance teams’ operations, providing unprecedented speed, efficiency, and collaboration capabilities. Real-time notifications from FSC within Slack enable swift responses to changes in customer databases or workflow processes. Collaborative efforts are further streamlined, as documents from both platforms can be seamlessly shared in Slack conversations, eliminating the need to toggle between platforms or search for files in different locations. In summary, the synergy between Salesforce Financial Services Cloud and Slack empowers finance teams to work smarter, faster, and more effectively, maintaining a competitive edge. Leveraging FSC’s robust features alongside Slack’s user-friendly interface equips financial services organizations with the essential tools needed for success in today’s highly competitive marketplace. Implementing both systems promises a significant boost for your business – are you ready to enhance your operations? Start integrating these systems today! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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

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September 28, 2023in Salesforce Financial Cloud, Salesforce Financial Services Solutions, Salesforce Implementation Services, Salesforce Slack
Slack and AI
01Jun

Just When You Thought We Were GPT’d Out, Here Comes Slack and Generative AI

Since its public introduction in 2014, Slack has transformed from its original concept, a searchable log of all conversation and knowledge, into a comprehensive productivity platform that has reshaped how work and co-working is conducted. Get ready! Here comes Slack and Generative AI! In a recent release, Salesforce Slack unveiled a next-generation platform. A platform designed to facilitate seamless automation and integration for users of all technical levels, regardless of coding proficiency. This platform simplifies the utilization of data within Slack, offering enhanced automation and intelligence, allowing for the creation of no-code workflows, custom integrations, and the incorporation of generative AI. Steve Wood, Slack’s SVP of Product and Platform, highlights the significance of placing automation and generative AI tools directly into users’ hands as a pivotal step in Slack’s journey to redefine not only how people work but also how machines and humans interact in the future. Wood delves into the unique features of the new Slack platform, emphasizing its modular architecture grounded in building blocks like functions, triggers, and workflows. These components are remixable, reusable, and seamlessly integrate with the data flow within Slack. The platform enables developers to create tailored solutions, such as integrating with Salesforce, fostering more efficient collaboration, and automating workflows across various business functions. The introduction of generative AI, like Slack GPT, further enhances the platform’s capabilities.  Slack GPT can use Einstein GPT to gain actionable data from Salesforce Customer 360 and Data Cloud.  Wood underscores the potential of this combination to revolutionize work interactions by simplifying automation into reusable building blocks, accessible to both humans and machines. He emphasizes the transformative power of pairing data with AI and automation, anticipating a significant shift in how technology is leveraged in the workplace. Slack and GPT Wood also explains the recent Slack GPT news, detailing its native integration into the Slack user experience. Slack GPT brings generative AI directly into the platform, allowing users to summarize conversations, catch up on missed messages, and edit content effortlessly. The integration of Einstein GPT into Slack expands the conversational interface to Customer 360, providing real-time customer insights directly in Slack. This can be used to automatically generate case summaries based on data from Service Cloud AND Slack. As AI evolves over time, Wood shares his excitement about observing how people utilize Slack GPT in real-world scenarios. The focus remains on empowering platform users through native generative AI and leveraging data and behaviors to enhance the product continuously. Historical Content Wood emphasizes the historical context stored within Slack, highlighting the collective past as a valuable resource for future decision-making. Integrating AI technologies into this rich dataset within Slack presents a substantial opportunity for improving workflows and tools. Regarding the integration of Slack with Salesforce Customer 360, Wood stresses the importance of having relevant information easily accessible in one place. Slack serves as the hub where work occurs, and by incorporating generative AI, the platform aims to enhance transparency, alignment, and effectiveness in decision-making. Drawing in and analyzing the data from Slack as well as the other Salesforce platforms provides vital customer information. In reflection on the rapid adoption of this technology, Wood acknowledges the unique challenges presented by the unknown behavior of generative AI. Stability, accuracy, and safety are top concerns, with ethical and responsible development practices crucial for building trust. The future, as Wood sees it, hinges on maintaining a commitment to ethical development, ensuring customers feel confident in trusting the transformative capabilities of generative AI in the workplace and the Slack platform. Like1 Related Posts 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 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 Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more

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June 1, 2023in Salesforce Data Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Slack
Slack and Salesforce
19May

Amaze Your Customers With Slack and Service Cloud For Improved Customer Service

Surpass your customers’ expectations with the combined power of Service Cloud and Slack. Drive down operating costs, enhance team productivity, and exceed customer expectations by leveraging the capabilities of Service Cloud and Slack. Understanding the current service landscape: The digital transformation, accelerated by the pandemic, has propelled customers and businesses into a new era, marked by the extensive use of diverse tools for day-to-day operations. Since 2020, Salesforce’s data indicates that achieving transparency and fostering active engagement are crucial to meeting heightened customer expectations, evident in a notable 47% surge in video support. However, a significant number of organizations face a challenge as their technology systems do not fully align with these evolving expectations. We all know it’s hard to make a good paper mache airplane if you only have a piece of paper. And technology is no different. According to Intercom, 46% of support leaders express that their tech stack acts as a hindrance to achieving organizational goals. Operating across various applications diminishes team productivity and hinders business expansion. To effectively cater to your customers, service teams must innovate and adapt to the multitude of tools, contact channels, isolated teams, and fragmented data. Support operations personnel need to address key questions: The solution lies in adopting Slack as the productivity hub, coupled with Salesforce’s Service Cloud integration. This dynamic combination unlocks your full productivity potential, fostering increased customer loyalty. Break down organizational silos and expedite case resolution for enhanced customer experiences. In the ever-evolving digital marketplace, customers demand seamless service without being transferred between agents or repeating their information. A staggering 83% of customers expect complex issues to be addressed by a single point of contact. However, traditional tiered-support models fall short of meeting these expectations. The solution lies in providing teams with a comprehensive view of the entire customer journey. By leveraging the combined capabilities of Service Cloud and Slack, organizations can achieve significant cost reductions and enhance service team productivity. Service Cloud has been shown to lower support costs by 27%, while Slack increases employee productivity by 26%, according to the 2022 Salesforce Success Metrics Global Highlights study. Swarming Swarming, facilitated by Service Cloud and Slack, revolutionizes the support approach. Unlike traditional tiered support, swarming brings service agents, engineers, and issue analysts together in real-time, eliminating the need for case escalations and customer department bouncing. The swarm team collaborates efficiently, sharing information with customers proactively. The Field Service mobile app further facilitates instant connections with experts, reducing the need for unnecessary on-site visits. Service Cloud and Slack, working together, use out-of-the-box workflows to automatically assemble cross-functional experts and create Slack channels for collaborative efforts on complex cases. This approach eliminates messy handoffs and siloed decision-making, promoting transparency. Swarming ensures that everyone involved can access the entire conversation, participate in Slack huddles, and search for resolutions to similar cases. Automation and streamlined collaboration are paramount for providing exceptional service experiences. The time factor, particularly time to resolution and time on hold, is a significant barrier. Many service agents (78%) struggle to balance speed and quality due to the challenge of working across multiple systems. The integration of Service Cloud and Slack addresses this issue by extending workflows throughout the organization. Soon, Slack GPT will further enhance CRM and conversational data, providing AI-generated summaries and enabling the creation of no-code workflows. Workflow Builder and Flow Builder, no-code tools from Slack and Salesforce, respectively, collaborate seamlessly to automate daily tasks and enhance transparency, agility, and cross-team collaboration. Successful Integration The success of this integration is evident in the substantial improvements seen by service organizations using Slack, including a 32% increase in Net Promoter Score, 27% decrease in service/support costs, 30% increase in agent productivity, and a 30% increase in customer retention. The ever-changing level of customer expectations underscores the importance of service professionals as frontline ambassadors for your brand. With 88% of customers valuing their experience with a company as much as its products, swarming becomes a strategic approach to surpass expectations. Slack Connect facilitates direct access to support for partners, vendors, and B2B customers through a dedicated channel, fostering collaborative issue resolution. Slack clips and white-glove service further enhance the support process. Clips allow users to record audio, video, and screen shares, creating a searchable database of demonstrations. Private support channels in Slack provide key customers with white-glove service, allowing them to record and upload technical issues for prompt resolution. slack and service cloud In the current remote and decentralized business workforce, Service Cloud and Slack offer an opportunity to exceed customer expectations, transform service cases into lasting relationships, cut costs, and boost team productivity. If your average call handle time is too long, if your data is too siloed, or if your customer service teams are overwhelmed, contact Tectonic today to explore a Slack and Salesforce Service Cloud Integration. Like Related Posts 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 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 Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. 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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May 19, 2023in Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Service Cloud, Salesforce Slack
Slack for Financial Services
18Apr

Salesforce Slack for Financial Services

Enhance collaboration and streamline workflows in the financial services sector with Slack integration. “We believe that to become the number one bank, we need to be the number one tech team. To deliver on the expectations of our clients, we need to give our employees access to the best tools, and Slack is one of them.” Martin Wildberger, Executive Vice President of Innovation and Technology, RBC Access Records with Ease: Efficient Shortcuts and Slash Commands: Financial Services Cloud for Slack: Salesforce Financial Services Cloud: Modernize Operations: Accelerate Decision-Making: Deliver Exceptional Customer Experiences: Unite Teams: Slack connects with all your favorite tools, such as Salesforce, Smarsh, Global Relay and more. Like1 Related Posts 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more 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 Event Monitoring Salesforce Event Monitoring Salesforce: Leveraging API for Insights Event monitoring, an API-exclusive feature, isn’t accessible via the Setup area; instead, each Read more

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April 18, 2023in Salesforce Financial Cloud, Salesforce Financial Services Solutions, Salesforce Optimization, Salesforce Slack
Salesforce Slack
30Jan

Windows for Slack

With the Slack app your team is never farther than a click away.  Slack is now available for Android and iOS mobile devices. Slack takes up where email left off, working for today’s demands more than ever before.  And now Slack, and Slack for Windows, offers a whole fresh approach to productivity. With the new Slack you can sign in to multiple workspaces, get desktop notifications, and stay in touch with your team on the go. How do I download Slack app on Windows? If you want to download Slack, there are various options. For Windows, visit Slack.com/downloads. You’ll find the option to download Slack for Windows 7 or above. Click download then launch the Slack setup.exe file. How do I start Slack on Windows? To join us all on Slack: The Slack application is a proprietary business communication that is used by many multi-national corporations so that the team members in a team could talk to each about the needs and the responsibilities of the project in a organization. It was developed by Slack Technologies which is now acquired by Salesforce Inc. It is the most popular business communication application that facilitates the communication of thought process and idea flow of various tasks and processes while completing a project by the various members in team. Like1 Related Posts Salesforce Integrations How do you make Salesforce even better? Integrate it with all the third party apps you already use. From productivity Read more Salesforce Acquires Slack The buzz surrounding the Salesforce Acquires Slack announcement has been ongoing, culminating in the official approval on December 1, 2020, Read more Salesforce and Project Management First of all, we need to begin this section by clarifying that Salesforce is not primarily intended as a project Read more Salesforce Updates Sustainability Cloud with Slack Salesforce has unveiled its updated Sustainability Cloud, integrating the newly acquired Slack, alongside the achievement of net zero emissions across Read more

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January 30, 2023in Salesforce Slack
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