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Salesforce Continues to Push the Boundaries of AI Innovation

Salesforce Continues to Push the Boundaries of AI Innovation

In a strategic move to enhance its AI capabilities, Salesforce has announced the acquisition of Zoomin, a leader in unstructured data management solutions. This acquisition, expected to finalize in the fourth quarter of Salesforce’s fiscal year 2025, aligns with the company’s mission to dominate the enterprise AI landscape through its Agentforce platform. The acquisition further highlights Salesforce’s commitment to advancing AI-driven customer experiences and operational efficiency. Financial details of the transaction were not disclosed, but Salesforce confirmed that it would not affect previous earnings guidance. Previously, in discussions around Service Cloud’s push for Unified Knowledge, there were concerns about relying on partners like Zoomin. This acquisition addresses those concerns by filling a critical gap in Salesforce’s product offerings and adding new functionalities to Data Cloud. Strengthening Data Cloud for AI Zoomin’s technology will enhance Salesforce’s Data Cloud by providing improved support for managing unstructured data—a cornerstone of modern AI systems. This is a critical step in Salesforce’s AI strategy, particularly for the Agentforce platform, as it enables more comprehensive, context-aware AI capabilities. Rahul Auradkar, Salesforce’s EVP & GM of Unified Data Services & Einstein, stressed the importance of this acquisition. “Unstructured data is the key to unlocking AI’s full potential in customer interactions,” Auradkar said. “With Zoomin’s technology, we’re not just improving data management—we’re revolutionizing how AI agents understand and use information to deliver personalized experiences.” The integration of Zoomin’s Unified Knowledge technology directly addresses a key challenge in AI: managing and understanding unstructured data to create smarter AI agents. By strengthening its data foundation, Salesforce is positioning itself to deliver more sophisticated AI applications across its platform. Agentforce: A New AI Frontier Salesforce’s recently launched Agentforce platform aims to revolutionize enterprise AI with autonomous AI agents capable of advanced decision-making and task automation. By incorporating Zoomin’s technology, Agentforce will gain the ability to process and utilize unstructured data more effectively, setting it apart from competitors like Microsoft’s Copilot, which often requires significant user input and prompt engineering. The enhanced Agentforce platform will deliver a host of benefits, from improved customer service automation to more accurate sales forecasting and personalized marketing campaigns. By tapping into unstructured data, Salesforce is paving the way for AI-driven insights and actions previously unattainable with traditional approaches. A Natural Progression from Partnership to Acquisition Zoomin’s relationship with Salesforce began in 2018 as an AppExchange partner, followed by an investment from Salesforce Ventures in 2019. This acquisition marks a natural progression in their partnership, promising a smooth integration into Salesforce’s ecosystem. Zoomin CEO Gal Oron shared his enthusiasm: “Joining forces with Salesforce is a natural next step for us. Our shared vision is to make AI truly intelligent by giving it access to the vast amount of unstructured data that exists in enterprises. Together, we’ll help businesses unlock the full potential of their data and AI investments.” Implications Across the Business Spectrum The integration of Zoomin’s technology is expected to have broad implications, especially in customer service, where AI agents can use unstructured data to deliver more personalized and efficient responses. Beyond customer service, this technology is poised to impact sales, marketing, and overall business operations, enabling deeper insights into customer behavior and more targeted campaigns. Kishan Chetan, EVP and GM of Salesforce Service Cloud, highlighted the potential: “With Unified Knowledge, we’re not just improving AI—we’re transforming how businesses understand and serve their customers. Imagine AI agents that can grasp the full context of a customer’s history, preferences, and needs in real time. That’s the power we’re unlocking.” A Strategic Response to the AI Arms Race Salesforce’s acquisition of Zoomin comes amid an increasingly competitive enterprise AI landscape. By bolstering its embedded AI capabilities through strategic acquisitions, Salesforce is solidifying its position as a leader in enterprise AI, while addressing key challenges faced by rivals like Microsoft and Google. Zoomin’s expertise in processing large volumes of technical content and generating insights based on user behavior will be instrumental in helping Salesforce deliver cutting-edge, AI-driven solutions. These advancements will improve everything from customer service to digital transformation initiatives across industries. With this acquisition, Salesforce continues to push the boundaries of AI innovation, cementing its leadership in the rapidly evolving enterprise AI 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

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Data Governance for the AI Enterprise

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

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New Technology Risks

New Technology Risks

Organizations have always needed to manage the risks that come with adopting new technologies, and implementing artificial intelligence (AI) is no different. Many of the risks associated with AI are similar to those encountered with any new technology: poor alignment with business goals, insufficient skills to support the initiatives, and a lack of organizational buy-in. To address these challenges, executives should rely on best practices that have guided the successful adoption of other technologies, according to management consultants and AI experts. When it comes to AI, this includes: However, AI presents unique risks that executives must recognize and address proactively. Below are 15 areas of risk that organizations may encounter as they implement and use AI technologies: Managing AI Risks While the risks associated with AI cannot be entirely eliminated, they can be managed. Organizations must first recognize and understand these risks and then implement policies to mitigate them. This includes ensuring high-quality data for AI training, testing for biases, and continuous monitoring of AI systems to catch unintended consequences. Ethical frameworks are also crucial to ensure AI systems produce fair, transparent, and unbiased results. Involving the board and C-suite in AI governance is essential, as managing AI risk is not just an IT issue but a broader organizational challenge. 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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Integrate Digital Delivery and Human Connection

Integrate Digital Delivery and Human Connection

Salesforce’s latest data reveals a complex challenge for banks: while digital excellence is now essential for customer satisfaction, a fully digital experience risks alienating customers who value human connections at critical moments. Banks often feel torn between scaling digital capabilities and preserving the personal touch that fosters customer loyalty. How can they strike the right balance?

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Salesforce Einstein Copilot Security

Salesforce Einstein Copilot Security

Salesforce Einstein Copilot Security: How It Works and Key Risks to Mitigate for a Safe Rollout With the official rollout of Salesforce Einstein Copilot, this conversational AI assistant is set to transform how sales, marketing, and customer service teams interact with both customers and internal documentation. Einstein Copilot understands natural language queries, streamlining daily tasks such as answering questions, generating insights, and performing actions across Salesforce to boost productivity. Salesforce Einstein Copilot Security However, alongside the productivity gains, it’s essential to address potential risks and ensure a secure implementation. This Tectonic insight covers: Einstein Copilot Use Cases Einstein Copilot enables users to: All of these actions can be performed with simple, natural language prompts, improving efficiency and outcomes. How Einstein Copilot Works Here’s a simplified breakdown of how Einstein Copilot processes prompts: The Einstein Trust Layer Salesforce has built the Einstein Trust Layer to ensure customer data is secure. Customer data processed by Einstein Copilot is encrypted, and no data is retained on the backend. Sensitive data, such as PII (Personally Identifiable Information), PCI (Payment Card Information), and PHI (Protected Health Information), is masked to ensure privacy. Additionally, the Trust Layer reduces biased, toxic, and unethical outputs by leveraging toxic language detection. Importantly, Salesforce guarantees that customer data will not be used to train the AI models behind Einstein Copilot or be shared with third parties. The Shared Responsibility Model Salesforce’s security approach is based on a shared responsibility model: This collaborative model ensures a higher level of security and trust between Salesforce and its customers. Best Practices for Securing Einstein Copilot Rollout Prepare Your Salesforce Org for Einstein Copilot To ensure a smooth rollout, it’s critical to assess your Salesforce security posture and ready your data. Tools like Salesforce Shield can help organizations by: By following these steps, you can utilize the power of Einstein Copilot while ensuring the security and integrity of your data. 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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Salesforce AI Evolves with the Generative AI Landscape

Salesforce AI Evolves with the Generative AI Landscape

Salesforce AI: Powering Customer Relationship Management Salesforce is a leading CRM solution that has long delivered cutting-edge cloud technologies to manage customer relationships effectively. In recent months, the platform has further advanced with the integration of generative AI and AI-powered features, primarily through its AI engine, Einstein. Salesforce AI Evolves with the Generative AI Landscape. To explore how AI operates within the Salesforce ecosystem and how various business teams can leverage these innovations, this guide delves into Salesforce’s AI capabilities, products, and features. Salesforce AI: Transforming CRM Capabilities Salesforce remains a top choice in the CRM software market, offering one of the most comprehensive solutions for managing relationships across departments, industries, and initiatives. Through dedicated cloud platforms, Salesforce enables teams to oversee marketing, sales, customer service, e-commerce, and more, with tools focused on delivering enhanced customer experiences supported by powerful data analytics. With the introduction of generative AI, Salesforce has significantly elevated its native automation, workflow management, data analytics, and assistive capabilities for customer lifecycle management. Einstein Copilot exemplifies this innovation, aiding internal users with tasks such as outreach, analysis, and improving external user experiences. What is Salesforce Einstein? Salesforce Einstein is an AI-driven suite of tools integrated natively into various Salesforce Cloud applications, including Sales Cloud, Marketing Cloud, Service Cloud, and Commerce Cloud. It also operates through assistive technologies like Einstein Copilot. Einstein is built on a multitenant platform and incorporates numerous automated machine learning features to unify organizational data with CRM capabilities. Designed to make intelligent, data-driven decisions, Einstein requires no additional installation, offering a seamless user experience when paired with a compatible subscription plan. 7 Key Features of Salesforce Einstein 7 Applications of Salesforce Einstein Future Trends in Salesforce AI Bottom Line: Salesforce AI Evolves with the Generative AI Landscape Salesforce continues to enhance its AI-powered features, keeping pace with advancements in generative and predictive AI. Whether new to the platform or a seasoned user, Salesforce offers innovative, AI-centric solutions to streamline customer relationship management and business operations. 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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Mapping Data Salesforce to Canva

Mapping Data Salesforce to Canva

Mapping Data Fields in Salesforce for Canva Integration Salesforce administrators can map data fields from a brand template to Salesforce objects, enabling data from Salesforce to automatically populate placeholders in Canva designs. This feature is available exclusively for Canva Enterprise users and integrates with Salesforce Professional, Enterprise, or Unlimited editions. Mapping Data Salesforce to Canva. Steps for Mapping Data Fields in Salesforce: Pre-requisites: The following are the steps to set up field mapping using the Canva for Salesforce app. Step 1: Sync Brand Templates Before mapping fields, you need to sync brand templates from Canva to Salesforce. Here’s how: Step 2: Create a Template Mapping Template mapping connects data fields from a Salesforce object to placeholders in a Canva brand template, allowing Salesforce data to autofill the design. You need to create a separate template mapping for each Salesforce object. Unmapped Fields: You don’t have to map every field. If a field is unmapped, the placeholder in the Canva template will remain unchanged in the final design. Additional Information: Connecting Data Source Apps to Canva for Autofill You can connect data sources like Salesforce to Canva to autofill elements in your designs. Here’s a brief overview of how to connect and use Salesforce data: Creating Brand Templates for Salesforce To use Canva for Salesforce to generate sales collateral, brand designers must first create and publish a brand template. These templates include data fields that act as placeholders for Salesforce data. Mapping Data Salesforce to Canva With this setup, Salesforce admins can easily map data fields and auto-generate designs based on Salesforce data. 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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Matching Record Check

Matching Record Check

Salesforce Matching Record Check in Flow Create Element: Summer ’24 Update With the Summer ’24 Release, Salesforce introduced a new feature allowing users to check for matching records when using the Create element in Flows. This enhancement provides more control over record creation, especially when dealing with potential duplicates. Single Record Creation with Matching Check When a matching record is identified, you have the following options: If multiple matching records are found, you can choose to: It’s important to note that the definition of a “matching record” in this context is not tied to Salesforce’s traditional matching and duplicate rules. Instead, it is determined by the criteria you set within the Create element. You can specify multiple criteria lines and combine them using AND or OR logic. For example, a match could be identified if both the phone number and last name match the values in the record you’re creating. Use Cases for Single Record Creation and Matching Check This feature can be used to create or update various types of records, such as contacts or leads. It is particularly useful in scenarios where duplicate records need to be avoided, like adding campaign members or public group members. Salesforce typically throws an error if a Flow attempts to add a member who already exists, but this new feature allows you to handle such cases more gracefully. Limitations: Creating Multiple Records with Matching Check: Winter ’25 Update With the Winter ’25 Release, Salesforce extended this functionality to handle collections of records within the Create element. When working with multiple records, you can specify the field to identify existing records: You can also decide what happens if a record creation or update fails: This feature is particularly useful for scenarios like importing leads from an external marketing tool or syncing billing and payment activities from an accounting platform. It mimics the upsert functionality found in other data import tools. Limitations: This enhancement offers more flexibility and control when managing records in Salesforce, ensuring that your data remains clean and accurate while avoiding potential errors in automated processes. 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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Salesforce and SnapLogic Integration

Salesforce and SnapLogic Integration

Salesforce and SnapLogic integrations couldn’t be easier with the Tray platform’s robust Salesforce and SnapLogic connectors, which can connect to any service without the need for separate integration tools. Salesforce provides customer relationship management service software, and has a complementary suite of enterprise applications as well. These are focused on customer service, marketing automation, analytics, and application development. It is the market leader in CRM solutions. The latest Salesforce connector v8.7 exposes the v46.0 of Salesforce’s REST API. More information can be found on their primary API documentation (v1) site. Encountering issues while authenticating with Salesforce, especially during the integration of a third-party app like Tray, may result from Salesforce blocking the application. Salesforce’s default settings or specific organizational security policies can automatically block third-party apps that administrators have not pre-authorized. This is a standard precaution to prevent unauthorized access. Steps to Unblock an App in Salesforce: Use cases In each of these examples, Lead Scoring and Prioritization Objective: Automatically score and prioritize leads based on their attributes and activities.  Steps: This example leverages AI for lead classification while combining it with traditional data processing for a comprehensive lead scoring system. 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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AI Leader Salesforce

AI Leader Salesforce

Salesforce Is a Wild Mustang in the AI Race In the bustling world of artificial intelligence, Salesforce Inc. has emerged as an unsurpassed and true leader. “Salesforce?” one might wonder. The company known for its customer relationship management software? How can it be an AI leader if it is only focused on each department or division (or horse) is only focused on its own survival? AI Leader Salesforce. Herds of horses have structure, unique and important roles they each play. While they survival depends greatly on each members’ independece they must remain steadfast in the roles and responsibilities they carry to the entire herd. The lead stallion must be the protector. The lead mare must organize all the mothers and foals into obedient members of the herd. But they must all collaborate. AI Leader Salesforce To stay strong and competetive Salesforce is making bold strides in AI as well. Recently, the company became the first major tech firm to introduce a new class of generative AI tools known as “agents,” which have long been discussed by others but never fully realized. Unlike its competitors, Salesforce is upfront about how these innovative tools might impact employment. This audacious approach could be the key to propelling the company ahead in the AI race, particularly as newer players like OpenAI and Anthropic make their moves. Marc Benioff, Salesforce’s dynamic CEO, is driving this change. Known for his unconventional strategies that helped propel Salesforce to the forefront of the software-as-a-service (SaaS) revolution, Benioff has secured a client base that includes 90% of Fortune 500 companies, such as Walt Disney Co. and Ford Motor Co. Salesforce profits from subscriptions to applications like Sales Cloud and Service Cloud, which help businesses manage their sales and customer service processes. At the recent Dreamforce conference, Salesforce unveiled Agentforce, a new service that enables customers to deploy autonomous AI-powered agents. If Benioff himself is the alpha herd leader, Agentforce may well be the lead mare. Salesforce distinguishes itself by replacing traditional chatbots with these new agents. While chatbots, powered by technologies from companies like OpenAI, Google, and Anthropic, typically handle customer inquiries, agents can perform actions such as filing complaints, booking appointments, or updating shipping addresses. The notion of AI “taking action” might seem risky, given that generative models can sometimes produce erroneous results. Imagine an AI mishandling a booking. However, Salesforce is confident that this won’t be an issue. “Hallucinations go down to zero because [Agentforce] is only allowed to generate content from the sources you’ve trained it on,” says Bill Patterson, corporate strategy director at Salesforce. This approach is touted as more reliable than models that scrape the broader internet, which can include inaccurate information. Salesforce’s willingness to confront a typically sensitive issue — the potential job displacement caused by AI — is also noteworthy. Unlike other AI companies that avoid discussing the impact of cost-cutting on employment, Salesforce openly addresses it. For instance, education publisher John Wiley & Sons Inc. reported that using Agentforce reduced the time spent answering customer inquiries by nearly 50% over three months. This efficiency meant Wiley did not need to hire additional staff for the back-to-school season. In the herd, the leader must acknowledge some of his own offspring will have to join other herds, there is a genetic survival of the fittest factor. I would suspect Benioff will re-train and re-purpose as many of the Salesforce family as he can, rather than seeing them leave the herd. Benioff highlighted this in his keynote, asking, “What if you could surge your service organization and your sales organization without hiring more people?” That’s the promise of Agentforce. And what if? Imagine the herd leader having to be always the alpha, always on guard, always in protective mode. When does he slngeep, eat, rest, and recuperate? Definitely not by bringing in another herd leader. The two inevitably come to arms each excerting their dominance until one is run off by the other, to survive on his own. The herd leader needs to clone himself, create additional herd, or corporate, assets to help him do his job better. Enter the power behind Salesforce’s long history with Artificial Intelligence. The effectiveness of Salesforce’s tools in delivering a return on investment remains to be seen, especially as many businesses struggle to evaluate the success of generative AI. Nonetheless, Salesforce poses a significant challenge to newer firms like OpenAI and Anthropic, which have privately acknowledged their use of Salesforce’s CRM software. For many chief innovation officers, it’s easier to continue leveraging Salesforce’s existing platform rather than adopt new technologies. Like the healthiest of the band of Mustangs, the most skilled and aggressive will thrive and survive. Salesforce’s established presence and broad distribution put it in a strong position at a time when large companies are often hesitant to embrace new tech. Its fearless approach to job displacement suggests the company is poised to profit significantly from its AI venture. As a result, Salesforce may well become a formidable competitor in the AI world. Furthermore taking its own investment in AI education to new heights, one can believe that Salesforce has an eye on people and not just profits. Much like the lead stallion in a wild herd, Salesforce is protecting itself and its biggest asset, its people! By Tectonic’s Salesforce Solutions Architect, Shannan Hearne Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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Data Cloud and Autonomous Agents

Data Cloud and Autonomous Agents

Salesforce is building momentum with Data Cloud, the heartbeat of its platform and foundation for Agentforce, fueled by strong business demand for unified data to deliver personalized, contextually relevant, and timely customer experiences across its Customer 360 applications, Flow, analytics, and Agentforce—Salesforce’s groundbreaking suite of autonomous AI agents. This week, Salesforce unveiled a major pivot in its AI strategy during its annual Dreamforce conference. The company is introducing AI tools that can handle tasks without human supervision, alongside a new pricing model. Customers will now pay US per conversation held by Salesforce’s new AI “agents,” which are designed to manage tasks such as customer service and scheduling sales meetings autonomously. This shift in strategy reflects Salesforce’s forward-thinking approach to AI and its potential to transform not only technology but also business models. By focusing on AI agents, Salesforce is responding to a market demand for increased workforce capacity without the need for full-time hires or gig workers—a point emphasized by CEO Marc Benioff during his keynote speech. Building on its predictive Einstein platform, Agentforce represents Salesforce’s next step in AI evolution. “Think of it as the next evolution of our AI wave,” said Muralidhar Krishnaprasad, Salesforce’s president and CTO. “We had AI wave one with Einstein’s predictive capabilities, AI wave two with generative AI copilots, and now we’re entering the age of agents.” Agentforce is designed to augment work by handling tasks across platforms, leveraging Salesforce’s Data Cloud to channel structured and unstructured data into agentic experiences. These agents, powered by the Atlas reasoning engine, use dynamic plans and Retrieval-Augmented Generation (RAG) techniques to address real-time customer questions and deliver actionable insights. Salesforce’s AI agents can operate autonomously, supporting businesses by handling a range of customer interactions and tasks with minimal human intervention. Adding to the AI-driven innovations, Salesforce introduced several new Data Cloud advancements that further enhance an organization’s ability to transform customer experiences using data and AI. These include: Data Cloud continues to drive impressive growth, with a 130% YoY increase in paid customers, processing 2.3 quadrillion records in the second quarter alone. Customers like The Adecco Group, Aston Martin, and Air India rely on Data Cloud to unify their data and deliver personalized, real-time customer experiences. For example, Air India uses Data Cloud to integrate data across its loyalty, reservations, and flight systems, allowing it to manage over 550,000 service cases each month. As AI reshapes the industry, Salesforce’s pivot to autonomous agents and a conversation-based pricing model shows its commitment to leading the charge in enterprise AI adoption, with Data Cloud as its driving force. Despite some software vendors struggling to capitalize on AI advancements, Salesforce’s new model positions it to thrive in a market where AI’s impact is just beginning to unfold. 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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Winter 25 Release Ready

Winter 25 Release Ready

As summer wraps up and we return from our vacations, it’s time to shift our focus to winter — at least for those of us working in the Salesforce ecosystem. Salesforce’s three major releases each year mean that fall is the only season we skip, jumping straight from summer into the Winter ‘25 Release. Key dates for the Salesforce Winter ‘25 Release include September 6, October 5, and October 12. However, the exact date of the update depends on your Salesforce instance. To find out when your instance will be updated, visit Salesforce Trust, search by instance name or domain, and click “maintenance” to see your specific schedule. As a certified Salesforce professional, I’m excited about the new features rolling out in the coming weeks. Here’s a preview of some of the most important updates in the Winter ‘25 Release: 1. Inline Editing in the Enhanced User List View One long-awaited update is inline editing for user records. While this feature has existed for most objects, it wasn’t available for the user object. With the Winter ‘25 update, inline editing for users will be available through the enhanced user list view, which can be enabled in Setup. 2. View Object Access from Object Manager This update is sure to streamline workflows, offering a read-only object access summary in Object Manager. This summary provides a clear view of access to each object. Although it’s currently read-only, future releases are expected to enable CRUD edits directly from this summary, further enhancing object management. 3. Centralized Management of User Details User information will now be consolidated in the enhanced user access summary page. Both standard and custom user fields will be aligned with the user details section of the assigned profile page layout, simplifying the process of viewing and editing user details. The summary view will be accessible directly from a user’s record in Setup. 4. Insights into User Permission Assignments The Winter ‘25 update introduces a new “user access summary” feature, which provides insights into the profiles, permission sets, and permission set groups that grant specific permissions to users. This new option in Setup will greatly simplify user management, making it easier to track down permissions that were previously harder to locate. 5. Simplified Public Group Membership Management Managing public groups will be more efficient with the new public group summary page. This update improves performance and makes it easier to handle users, roles, and nested groups. The improved member selection experience will allow us to add or remove up to 100 members at once and edit or delete public groups directly from the summary page. 6. Sales Cloud Go: Discover and Set Up Features Easily Sales Cloud Go, a new feature arriving with the Winter ‘25 Release, will help users discover and enable Sales Cloud features with just a click. Located in Sales Setup, Sales Cloud Go offers screenshots, guided tours, videos, and help topics for each feature. If your account app is activated, you’ll even be able to purchase add-on licenses directly from Sales Cloud Go. 7. Conditional Formatting for Record Fields Dynamic forms are getting a boost with the addition of conditional formatting in the Salesforce Lightning App Builder. This feature will enable admins to apply formatting to fields based on rule sets, helping users quickly identify key information on a record page. These updates reflect Salesforce’s continued commitment to improving user experience and streamlining processes. As we look forward to the Winter ‘25 Release, these new features promise to enhance productivity and simplify many aspects of Salesforce management. 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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Choose Salesforce for SMS

Choose Salesforce for SMS

Why Integrating SMS with Salesforce Transforms Business Communication Effective communication is crucial in today’s fast-paced business environment. A company’s success often hinges on its ability to interact seamlessly with customers—whether through personalized service, timely updates, or the latest product offerings. Choose Salesforce for SMS. Today’s customers demand a seamless, omnichannel experience that goes beyond traditional communication methods like flyers and emails. They expect real-time, two-way interactions, which is where Salesforce SMS apps come into play. These apps, which integrate smoothly with existing CRM systems, are transforming how businesses engage with their customers. 5 Reasons to Integrate SMS with Salesforce Integrating SMS with Salesforce offers numerous benefits, primarily enhancing customer-facing efficiency and effectiveness. Here are five key advantages: SMS for Salesforce enables businesses to provide immediate customer support. For instance, logistics companies can use SMS to notify customers about delivery statuses or appointment updates in real time. SMS boasts an impressive open rate—over 95% within the first three minutes—making it a highly effective medium for increasing marketing engagement compared to email. You can even couple Salesforce SMS with tools like geofencing to send notifications via SMS when they are in the store. Integrating SMS with Salesforce allows for streamlined automation of processes such as order updates and appointment reminders. This reduces the need for manual intervention, boosts productivity, and frees up resources for more strategic tasks. Automated texts can be scheduled based on customer behavior or sales stages, optimizing workflows and enhancing efficiency. With a response rate of approximately 45%, SMS is highly effective for engaging customers. It facilitates prompt replies due to its immediate nature. Sales and marketing teams can leverage SMS for direct interactions, while retailers can use it to distribute discount codes and drive quick responses. Additionally, SMS is ideal for important notifications, enhancing customer service. By integrating SMS with Salesforce, businesses can tailor their messages to address specific customer needs and preferences. This personalization fosters stronger customer relationships and improves conversion rates. For example, a travel agency can send personalized vacation recommendations, while financial advisors can provide client-specific updates and advice. Salesforce’s integration with SMS allows for robust tracking and analysis of customer interactions and campaign effectiveness. Marketing teams can refine their strategies by reviewing metrics such as open rates, click-through rates, and conversion rates from SMS campaigns. Additionally, customer support teams can evaluate response times and resolution rates to improve service efficiency. How to Implement SMS in Salesforce To send and receive texts via Salesforce, you have several options: Salesforce offers two primary SMS solutions: Mobile Studio and Digital Engagement. For more tailored functionality, you can use Salesforce API or another API provider to develop a custom texting solution. While this offers greater flexibility and avoids extra costs, it involves significant development time and expense. Opting for a Salesforce-native SMS app from the Salesforce AppExchange can be advantageous. These apps, designed specifically for SMS within Salesforce, often offer: These native apps also come with dedicated customer support, making them a cost-effective and efficient choice. Best Practices for SMS Communication While SMS boasts high engagement rates, it’s essential to follow best practices to maintain a positive customer experience: Ensure compliance with data privacy regulations like GDPR and CCPA by securing clear consent from customers before sending SMS. Automate re-opt-in processes to maintain compliance. Send messages during the recipient’s regular business hours to avoid disturbing them at inconvenient times. Stay in touch with your audience regularly but avoid overwhelming them with excessive messages. Provide valuable content to keep engagement high. Use the same number for messaging to help customers recognize your communications and build trust. Respond promptly and courteously to customer replies. Provide clear, detailed responses to inquiries. Acknowledge and reward outstanding customer actions with thoughtful messages or gestures, such as donations to their favorite charities. Even a thank you for your purchase message can contain a surprise such as a coupon or a notification that a free gift is included with their order. Use SMS to highlight important announcements, events, or opportunities, tapping into the fear of missing out to drive engagement. SMS is the perfect omnichannel tool to incorporate into all your Salesforce journeys. Balance promotional content with conversational engagement to avoid appearing pushy and to keep the communication enjoyable for customers. People are much happier to get news they can use rather than advertisements. Encourage further engagement by including clear, actionable steps in your SMS messages, such as signing up for a free trial or using a discount code. A call to action must be designed with smaller screen views in mind. Include an easy way for recipients to unsubscribe from future messages to comply with legal requirements and respect customer preferences. By integrating SMS with Salesforce and adhering to these best practices, businesses can enhance their communication strategies, foster better customer relationships, and drive greater engagement. 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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Introducing Marketing Cloud Advanced

Introducing Marketing Cloud Advanced

Salesforce has unveiled a series of innovations in its Marketing Cloud, (Introducing Marketing Cloud Advanced) designed to empower businesses with AI-driven tools and enhanced data capabilities to elevate customer engagement. These new features aim to deepen customer relationships, improve team productivity, and boost operational efficiency. Introducing Marketing Cloud Advanced One of the standout innovations is Marketing Cloud Advanced, an upcoming edition that integrates advanced automation and AI. This edition is designed to connect marketing journeys with sales, service, and commerce workflows, offering a more personalized experience across multiple customer touchpoints. Additionally, the introduction of Agentforce for Marketing will bring generative and predictive AI into the marketing realm, helping marketers create comprehensive, end-to-end campaign experiences. Steve Hammond, Executive Vice President and General Manager of Marketing Cloud at Salesforce, commented: “Today’s most successful marketers engage customers on their terms and act as value multipliers across the entire customer experience—whether helping sales or service have more personalized conversations or re-engaging inactive customers. Built on Data Cloud, Marketing Cloud is the only solution that unifies data across every department and moment in the customer lifecycle, powered by Agentforce Agents and automation, driving growth, loyalty, and optimizing ROI.” Agentforce for Marketing introduces several capabilities that streamline marketing processes. Marketers can now plan, launch, and optimize campaigns with ease. Agentforce allows marketers to set campaign goals and brand guidelines, after which the AI generates campaign briefs, identifies target audience segments, and drafts initial emails and landing pages. The system continuously monitors performance and provides data-driven optimization suggestions based on key performance indicators (KPIs). A key addition is Einstein Marketing Intelligence (EMI), which helps marketers manage and optimize cross-channel campaign performance. EMI automates the process of data preparation, enrichment, harmonization, and visualization, enabling marketers to measure campaign effectiveness and make informed decisions to improve return on investment. Furthermore, Salesforce introduced Einstein Personalization, an AI-powered decision engine that delivers tailored customer experiences. This tool allows sales, service, and commerce teams to engage customers in real time based on live interactions and data. Using Flow’s A/B split testing feature, marketers can select dynamic email content for different audience segments and track performance to adjust strategies effectively. Sarah Lukins, General Manager of Digital at Fisher & Paykel Appliances, praised the new functionality: “Salesforce enables us to seamlessly access all of our marketing, commerce, service, sales, and external data in one place and leverage AI for more targeted audience engagement. We can now deliver more relevant and consistent personalized experiences across email, ads, web, social, and service engagements.” The Marketing Cloud Advanced Edition will roll out to customers in North America, Europe, and Latin America, while Agentforce Personalization is expected to become generally available by next summer. Additional releases include expanded Einstein multi-language support and unified SMS conversation capabilities. These innovations are part of Salesforce’s ongoing efforts to equip marketers with unified and actionable data, enhancing the performance of marketing teams and fostering deeper integration across organizations. Through AI and automation, Salesforce is helping businesses deliver more personalized, connected, and seamless customer experiences. 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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