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Salesforce and IBM Partnership

Salesforce and IBM Partnership

Salesforce and IBM are advancing their longstanding partnership by focusing on transforming sales and service processes with AI, particularly for organizations in regulated industries that seek to leverage enterprise data for automation. The collaboration aims to deliver pre-built AI agents and tools that integrate seamlessly within customers’ IT environments, enabling them to use their proprietary data while maintaining full control over their systems. By merging Salesforce’s Agentforce, a suite of autonomous agents, with IBM’s watsonx capabilities, the partnership will empower businesses to utilize AI agents within their daily applications. IBM’s watsonx Orchestrate will enhance Agentforce with autonomous agents that improve productivity, security, and regulatory compliance. Additionally, IBM customers will have the ability to interact with these agents via Slack, facilitating dynamic conversational experiences. Planned integrations between Salesforce Data Cloud and IBM Data Gate for watsonx will enable access to business data from IBM Z mainframes and Db2 databases, supporting AI workflows across the Agentforce platform. This integration will enhance data analysis and fuel AI-driven processes. Customers will also benefit from a broader range of AI model and deployment options through integration with IBM watsonx.ai. This will include access to IBM’s Granite foundation models, designed for enterprise applications. Enhancing Business Automation with Tailored Autonomous Agents Through the Agentforce Partner Network, businesses can develop and customize AI agents to interact with various enterprise tools and platforms. These agents are designed to perform multi-step tasks, make decisions based on triggers or interactions, and seek user approval for actions beyond their scope. They will help automate routine tasks, increase efficiency, streamline operations, and enhance customer service. IBM’s watsonx Orchestrate will integrate with Salesforce Agentforce to develop new pre-built agents for specific business challenges. These agents will leverage data and AI from both Salesforce and IBM to address various needs: Expanding Data Integration for AI Salesforce and IBM are also advancing data integration strategies through the Zero Copy integration between Salesforce Data Cloud and watsonx.data. This allows data to remain in place while being utilized for AI use cases, without duplication. Joint customers, particularly in financial services, insurance, manufacturing, and telecommunications, will leverage this integration to access and use mainframe datasets from IBM Z and Db2 databases on Salesforce’s platform. IBM will be the first Zero Copy partner to facilitate data flow between IBM Z and Salesforce Cloud, offering secure access to critical enterprise data and enhancing AI agent functionality. With IBM Z handling over 70% of global transaction value, this partnership ensures high standards of security, privacy, and compliance. Improving Efficiency with Slack and IBM watsonx Orchestrate IBM customers will now engage with watsonx Orchestrate agents directly within Slack, supporting AI app experiences with a new interface. This integration allows for seamless interaction with AI agents, automating tasks and enhancing collaboration across systems without leaving Slack. Expanding AI Model and Deployment Options with watsonx.ai A new integration with watsonx.ai will enable customers to deploy customized large language models (LLMs) within Salesforce Model Builder. This includes access to a range of third-party models and IBM’s Granite foundation models, which offer transparency and compliance with regulatory requirements. IBM Granite models are expected to be available within the Salesforce ecosystem by October. Partnering with IBM Consulting for Tailored AI Solutions IBM Consulting will leverage its expertise in Salesforce and AI to help joint customers accelerate the implementation of Agentforce. Through IBM Consulting Advantage, the AI-powered delivery platform, businesses will receive support in selecting, customizing, deploying, and scaling AI agents to meet specific industry needs. Customer Perspective Tectonic is transforming its service stations into preferred journey stops with the help of Salesforce and IBM. The collaboration offers unprecedented flexibility in AI utilization, enabling Tectonic to deliver hyper-personalized services through Agentforce and IBM’s watsonx AI, enhancing customer engagement and satisfaction. 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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Copado Unveils AI Agents

Copado Unveils AI Agents

Copado Unveils AI Agents to Automate Key DevOps Tasks for Salesforce Applications Copado has introduced a suite of generative AI agents designed to automate common tasks that DevOps teams frequently encounter when building and deploying applications on Salesforce’s software-as-a-service (SaaS) platform. This announcement comes ahead of the Dreamforce 2024 conference hosted by Salesforce. These AI agents are the result of over a decade of data collection by Copado, according to David Brooks, Copado’s vice president of products. The initial AI agents will focus on code generation and test automation, with future agents tackling user story creation, deployment scripts, and application environment optimization. Unlike AI co-pilot tools that assist with code generation, Copado’s agents will fully automate tasks, Brooks explained. DevOps teams will be able to orchestrate these AI agents to streamline workflows, making best DevOps practices more accessible to a wider range of development teams. As AI continues to reshape DevOps, more tasks will be automated using agentic AI. This approach involves creating AI agents trained on a specific, narrow dataset, ensuring higher accuracy compared to general-purpose large language models (LLMs) that pull data from across the web. While it’s unclear how quickly agentic AI will transform DevOps, Brooks noted that in the future, teams will consist of both human engineers and AI agents assigned to specific tasks. DevOps engineers will still be essential for overseeing the accuracy of these tasks, but many of the repetitive tasks that often lead to burnout will be automated. As the burden of routine work decreases, organizations can expect the pace of code writing and application deployment to significantly accelerate. This could lead to a shift in how DevOps teams approach application backlogs, enabling the deployment of more applications that might have previously been sidelined due to resource constraints. In the interim, Brooks advises DevOps teams to begin identifying which routine tasks can be assigned to AI agents. Doing so will free up human engineers to manage workflows at a scale that was once unimaginable, positioning teams to thrive in the AI-driven future of DevOps. 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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Gearset Buys Clayton

Gearset Buys Clayton

Gearset, a leader in Salesforce DevOps solutions, announced the acquisition of Clayton, a code analysis platform designed specifically for Salesforce. This strategic acquisition is Gearset’s first following years of rapid growth, driven by a $55 million growth investment from Silversmith Capital Partners. During that time, Gearset has launched several products and upgrades, reaching the milestone of surpassing 2,500 customers — four times more than any other Salesforce DevOps vendor. Clayton has a major approach to Salesforce DevSecOps: identify anti-patterns and vulnerabilities early during development and remediate recurring issues with automated code corrections. Clayton helped find and correct thousands of vulnerabilities in some of the world’s largest Salesforce organizations. The integration of Clayton’s technology into Gearset’s DevOps suite will enable Salesforce teams to quickly build secure and well-architected applications. This will underline Gearset’s commitment to delivering best-in-class solutions that optimize the entire DevOps lifecycle, from code quality to secure deployments. For the immediate term, Clayton will continue operating under its brand within the Gearset family, ensuring uninterrupted service for existing users. And as the integration of teams and technologies progresses, customers can expect a unified platform that delivers an even more powerful suite of tools to drive Salesforce DevOps success. The financial terms of the deal were not disclosed. KEY QUOTES: “Salesforce development teams today need more than just speed — they need confidence in the quality and security of their code as they scale. The acquisition of Clayton allows us to address this need head-on by offering our customers advanced code analysis tools that streamline the development process and improve code quality from the ground up. Clayton’s deep expertise in this area aligns perfectly with our mission to empower teams with the most robust, reliable solutions available, ensuring our customers can focus on innovation for their business, while Gearset takes care of the heavy lifting in DevOps.” -Kevin Boyle, CEO at Gearset “We started Clayton with a true passion: making it easy for teams to write secure, high-quality business apps on Salesforce. We are thrilled to join Gearset. They have built a fantastic DevOps platform that customers love. Together, we can make modern DevSecOps accessible to many more Salesforce teams, making it easier to build secure, well-architected applications at scale.” -Lorenzo Frattini, founder and CEO at Clayton 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 has launched Industries AI

Salesforce has launched Industries AI

Salesforce has launched Industries AI, a comprehensive suite of AI tools tailored for specific industries, including government and related public-sector fields. This initiative integrates AI use case libraries into Salesforce’s 15 industry clouds, covering sectors such as public sector, energy and utilities, healthcare, education, and communications. Kristin Ruiz, Deputy CIO of the U.S. Transportation Security Administration, praised the partnership with Salesforce, noting the potential for AI to enhance passenger experiences by providing faster, more intuitive access to information. She emphasized the importance of using AI responsibly to improve security efficiency and safeguard the nation’s transportation system from emerging threats. The initial rollout of Industries AI focuses on three use cases within the public-sector cloud: These tools are scheduled for release in October. Additionally, Industries AI features tools designed to help utilities explain billing changes, streamline college recruitment, and summarize nonprofit program participant case histories. 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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Dashboard Layout Marketing Cloud Engagement

Dashboard Layout Marketing Cloud Engagement

Rearranging Dashboard Layout in Marketing Cloud Engagement You can customize the layout of your Social Studio dashboards by rearranging the cards in any tile order for dashboards you own. Important Update Salesforce will retire the Social Studio family of products on November 18, 2024. After this date, customers will no longer have access to Social Studio. You can continue using Social Studio until the end of your current contract or until November 18, 2024, whichever comes first. For more details, see the Social Studio Retirement information. Notes: Steps to Rearrange a Dashboard: Dashboard Layout Marketing Cloud Engagement 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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Triggering a Refresh of the Einstein Next Best Action

Triggering a Refresh of the Einstein Next Best Action

How to Force a Refresh of the Einstein Next Best Action Component User Question: “Hi folks, is there a way to force a refresh of the Einstein Next Best Action component in the service console? I tried re-executing my recommendation strategy flow, but the recommendation didn’t change, even though the flow picked a new one. I also triggered the lightning:nextBestActionsRefresh event from an Aura component, but that didn’t work either.” Triggering a Refresh of the Einstein Next Best Action (NBA) Component Einstein Next Best Action (NBA) is designed to react dynamically to changes in Salesforce, updating its recommendations. While refreshing the entire page works, there are more efficient methods to trigger a refresh in a more subtle, automatic way. Trigger 1: Automatic Refresh Based on Record Changes If a field on the record is modified, the NBA component automatically refreshes to show updated recommendations. Trigger 2: Refresh Triggered by Flow on the Same Page NBA also refreshes if a flow changes a related object. For example, if a flow modifies a related Survey record, the NBA component on the current record page will refresh. This smart refresh is facilitated by Salesforce’s Lightning cache, though it may not apply in all scenarios. Trigger 3: Community Cloud Event Integrations NBA can refresh via special event integrations in Salesforce Community Cloud pages. Trigger 4: Using a Lightning Component on the Same Page The NBA component listens for the lightning:nextBestActionsRefresh event. When triggered, it sends a new request to the NBA strategy execution endpoint. If the updated strategy returns new recommendations, the component refreshes automatically. This works on both Lightning Experience and Communities pages. To fire the event from a Lightning component, add this tag: htmlCopy code<aura:registerEvent name=”refreshEvent” type=”markup://lightning:nextBestActionsRefresh”/> Make sure the event includes the correct recordId in its payload. The component will only refresh if the event’s recordId matches the current record page. Example Code for Firing the Event: javascriptCopy codefunction(component, event, helper) { var appEvt = $A.get(“e.lightning:nextBestActionsRefresh”); if (!$A.util.isEmpty(component.get(“v.myRecordId”))) { appEvt.setParam(“recordId”, component.get(“v.myRecordId”)); } appEvt.fire(); } Trigger 5: Flow Firing the Application Event If your flow doesn’t modify related records but you still want to refresh NBA, you can trigger the nextBestActionsRefresh event from a Lightning component on a flow screen. This will prompt NBA to refresh. Trigger 6: Using Platform Events Platform events enable any event in Salesforce or an external system to trigger an NBA refresh. This is useful for real-time updates, like dynamically changing recommendations based on supply chain or ERP changes. One example involved updating recommendations based on customer sentiment detected during call recordings. By implementing these methods, you can ensure the NBA component remains responsive and up-to-date across various use cases. 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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Enhancing Customer Experiences with Social Insights

Enhancing Customer Experiences with Social Insights

Sprout Social Announces Integration with Salesforce Agentforce for Service Cloud Sprout Social (SPT) has unveiled a new integration with Salesforce’s (CRM) Agentforce assistant for Service Cloud. This partnership enables joint customers of Salesforce Service Cloud and Sprout Social to gather customer insights from social media and take proactive action to enhance customer experiences. These updates will be highlighted at Dreamforce 2024, where Sprout Social will showcase how AI, social data, and Salesforce can drive revenue, foster customer loyalty, and strengthen brand equity. As a leading provider of cloud-based social media management software, Sprout Social’s integration with Salesforce’s Agentforce assistant empowers businesses to capture social media insights and accelerate decision-making in customer service. These advancements will be a focal point at Dreamforce 2024, where Sprout Social will present on utilizing AI and social data to enhance customer care, build brand loyalty, and grow revenue. Enhancing Customer Experiences with Social Insights Delivering exceptional customer care requires meeting customers where they are—often on social media. This new integration equips businesses with a full view of their customers by combining social data with Agentforce’s AI-powered assistance. By leveraging this combined solution, companies can resolve cases more efficiently and anticipate customer needs, shifting from reactive to proactive customer service strategies. “This extension demonstrates our commitment to AI-driven innovation and our strong partnership with Salesforce,” said Scott Morris, Chief Marketing Officer of Sprout Social. “In today’s landscape, where customer care defines brand success, integrating social insights is crucial for supporting holistic, long-term care strategies and empowering brands to deliver personalized interactions at scale.” The integration expands Agentforce’s capabilities to include social data from major networks and review sites, alongside traditional communication channels like phone and email. This comprehensive view enables service teams to provide a seamless and personalized customer experience. A New Era of AI-Driven Customer Service “Social customer care has become integral to providing quality, end-to-end customer experiences,” said Ryan Nichols, Chief Customer Officer at Salesforce Service Cloud. “Collaborating with Sprout to integrate their platform with Agentforce assistant is a key step in enabling service teams to gain comprehensive customer insights and leverage conversational AI to elevate customer care.” At Dreamforce 2024, Sprout Social will present key sessions, including: The integration, currently in invite-only beta, enhances Agentforce with social data-driven insights, making customer service faster and more proactive. To learn more, contact your Sprout Social representative or visit Sprout Social’s Service Cloud page. Key Features of the Integration: Sprout Social will highlight these features at Dreamforce 2024, with insights on leveraging AI, social data, and Salesforce for enhanced customer care and brand growth. 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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Flow and Validation Rules

Flow and Validation Rules

Salesforce Flow and Validation Rules are essential tools that every Salesforce admin frequently uses. In certain scenarios, you may need to create Flows or Validation Rules specifically for the Salesforce mobile app or exclude them from it. Additionally, you might want to implement different logic depending on whether the user is on the mobile app or desktop. To achieve this, you can configure a flow that behaves differently based on the user’s device. However, keep in mind that this approach only works in screen flows, as it involves a local action, and local actions are supported only within screen flows. It’s also important to note that this method cannot be applied to Validation Rules, as actions are not compatible with them. Using the User Global Variable to Detect Mobile App Usage Global variables in Salesforce provide general information about the current user and your organization. One particularly useful global variable, $User, stores data like the user’s ID, email, Profile ID, and more. A lesser-known but valuable property, $User.UIThemeDisplayed, identifies the Salesforce interface the user sees. This variable enables you to design Flows and Validation Rules specifically for the Salesforce mobile app or desktop experience. The $User.UIThemeDisplayed variable can be used to detect the CSS theme applied to Salesforce web pages for a user. Below are the possible values: To detect if a user is on the Salesforce mobile app, check if $User.UIThemeDisplayed equals ‘Theme4t’. This allows you to apply different logic depending on the theme being used, such as differentiating between Salesforce Classic and Lightning Experience. Examples By leveraging the $User.UIThemeDisplayed global variable, you can customize the behavior of your flows and validation rules, ensuring a tailored user experience on the Salesforce mobile app or desktop. 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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Cross Cloud Zero-Copy Data

Cross Cloud Zero-Copy Data

Simplifying Secure Data Access Across Clouds In today’s data-driven world, secure and prompt access to information is crucial. However, with critical analytics data spread across various cloud vendors, achieving this expediency can be challenging. Cross-cloud zero-copy data sharing doesn’t have to be complex. By leveraging your Autonomous Database, you can swiftly establish secure data sharing with your Salesforce CRM Data Stream in just seconds. This guide will walk you through the straightforward process of connecting your Salesforce CRM data to your Autonomous Database using the Salesforce CRM data connector type. Requirements for Salesforce Integration To connect Salesforce CRM data with your Autonomous Database, you’ll need the following: 1. Confirm Data Stream Configuration On the Data Streams Dashboard, verify the Data Stream Name, Data Connector Type, and Data Stream Status. 2. Set Up Your Autonomous Database Create Your Credentials: sqlCopy codeBEGIN DBMS_CLOUD.CREATE_CREDENTIAL( credential_name => ‘<your credential name>’, username => ‘<your salesforce log-in id>’, password => ‘<your salesforce password>’); END; / Create Your Database Link: sqlCopy codeBEGIN DBMS_CLOUD_ADMIN.CREATE_DATABASE_LINK( db_link_name => ‘<your database link name>’, hostname => ‘<your host>.my.salesforce.com’, port => ‘19937’, service_name => ‘salesforce’, ssl_server_cert_dn => NULL, credential_name => ‘<your credential name>’, gateway_params => JSON_OBJECT( ‘db_type’ value ‘salesforce’, ‘security_token’ value ‘<your security token>’)); END; / 3. Check Connectivity Details The HETEROGENEOUS_CONNECTIVITY_INFO view provides information on credential and database link requirements for external databases. For example: sqlCopy codeSELECT database_type, required_port, sample_usage FROM heterogeneous_connectivity_info WHERE database_type = ‘salesforce’; 4. Demonstration: Connecting to Salesforce Data Follow these steps to connect to your Salesforce CRM organization using the Salesforce Data Cloud Sales synthetic data in the Account_Home Data Stream: 5. Set Up Connectivity Using DBMS_CLOUD.CREATE_CREDENTIAL, create the necessary credentials to connect to Salesforce. Then, use DBMS_CLOUD_ADMIN.CREATE_DATABASE_LINK to establish the database link. Once configured, execute the SELECT statement against the ACCOUNT data to verify successful connection. 6. Utilize Zero-Copy Data Sharing With zero-copy data access to the Salesforce CRM Data Lake ACCOUNT object, you can: Conclusion As demonstrated, secure and efficient cross-cloud zero-copy data access can be straightforward. By following these simple steps, you can bypass cumbersome ETL operations and gain immediate, secure access to your Salesforce CRM data. This approach eliminates the overhead of complex data pipelines and provides you with real-time access to critical business 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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Salesforce Advanced AI Models

Salesforce Advanced AI Models

Salesforce has introduced two advanced AI models—xGen-Sales and xLAM—designed to enhance its Agentforce platform, which seamlessly integrates human agents with autonomous AI for greater business efficiency. xGen-Sales, a proprietary AI model, is tailored for sales tasks such as generating customer insights, summarizing calls, and managing pipelines. By automating routine sales activities, it enables sales teams to focus on strategic priorities. This model enhances Agentforce’s capacity to autonomously handle customer interactions, nurture leads, and support sales teams with increased speed and precision. The xLAM (Large Action Model) family introduces AI models designed to perform complex tasks and trigger actions within business systems. Unlike traditional Large Language Models (LLMs), which focus on content generation, xLAM models excel in function-calling, enabling AI agents to autonomously execute tasks like initiating workflows or processing data without human input. These models vary in size and capability, from smaller, on-device versions to large-scale models suitable for industrial applications. Salesforce AI Research developed the xLAM models using APIGen, a proprietary data-generation pipeline that significantly improves model performance. Early xLAM models have already outperformed other large models in key benchmarks. For example, the xLAM-8x22B model ranked first in function-calling tasks on the Berkeley Leaderboards, surpassing even larger models like GPT-4. These AI innovations are designed to help businesses scale AI-driven workflows efficiently. Organizations adopting these models can automate complex tasks, improve sales operations, and optimize resource allocation. The non-commercial xLAM models are available for community review on Hugging Face, while proprietary versions will power Agentforce. xGen-Sales has completed its pilot phase and will soon be available for general use. 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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Liberty Bank and Salesforce

Liberty Bank and Salesforce

Liberty Bank, based in Middletown, Connecticut, announced on September 5th an expanded partnership with Salesforce, the world’s leading AI-powered CRM platform, to enhance its customer engagement efforts. Liberty Bank and Salesforce. By integrating Salesforce’s Financial Services Cloud, Marketing Cloud, MuleSoft, and Salesforce Shield, Liberty Bank aims to deliver more personalized, efficient, and enriched services. This strategic investment will further position Liberty Bank as a leader in customer satisfaction and loyalty within the community banking sector. “We set out to find a strategic partner that truly understands the unique nature of banking and puts the customer first,” said David W. Glidden, Liberty Bank President and CEO. “As we continue our mission to ‘Build the Community Bank of the Future,’ having the best partners is crucial to elevating our customer experience. With Salesforce’s innovative CRM solutions, we’re investing in the future to meet the evolving needs of our customers, team members, and communities, and to exceed their expectations.” Salesforce’s platform will enable Liberty Bank to streamline operations and gain deeper insights into customers’ financial journeys, ensuring a seamless and personalized banking experience. The Financial Services Cloud offers tools specifically tailored to the banking industry, allowing for faster time-to-value. Set to roll out next year, this transformation will allow Liberty Bank to prioritize customer financial goals while maintaining a high level of service and support. “Banks of all sizes are under pressure to innovate and deliver more personalized experiences. By leveraging CRM, data, and AI, Liberty Bank will gain a comprehensive view of its customers, enabling its teams to build stronger relationships and improve overall productivity.”Greg Jacobi, VP & GM of Banking and Lending at Salesforce. About Liberty Bank Founded in 1825, Liberty Bank is the nation’s oldest and largest independent mutual bank. With nearly $8 billion in assets, Liberty operates 56 branches across Connecticut and two in Massachusetts. It provides a full range of services, including consumer and commercial banking, cash management, home mortgages, business loans, insurance, and investment services. The bank has been named a ‘Top Workplace’ by the Hartford Courant every year since 2012 and recognized as a Best-In-State Bank in Connecticut by Forbes in 2021, 2022, and 2023. For more information, visit www.liberty-bank.com. Liberty Bank and Salesforce. Interested in discussing Salesforce for your financial institution? Contact Tectonic 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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IntraEdge Higher Education

IntraEdge Higher Education

PHOENIX–(BUSINESS WIRE)–IntraEdge, Inc., a leading global technology products and services provider, recently announced its expanded investment in itsHigher Education division with the addition of new leadership to bolster their Salesforce service offerings. The new leaders each possess over 20 years of higher education experience and have a proven track record of building innovative and high performing consulting practices. “Our team has a proven track record of success in helping higher education institutions achieve their goals. We look forward to partnering with colleges and universities to leverage the power of Salesforce to improve student outcomes and operational efficiency.” The Higher Education division leadership team consists of Vince Salvato, Todd Edge, and Ryan Clemens. Salvato, who will be leading the division, is a recognized pioneer in Salesforce implementations for higher education. He brings a wealth of experience from his years working with higher education leaders, Salesforce, and ISV Partners. Edge and Clemens have a long history implementing Salesforce and other technologies for higher education leveraging global capabilities to assemble well balanced implementation teams. Together, this team boasts a proven track record of serving over 150 higher education institutions. Their collective history of successful Salesforce and technology implementations within higher education, coupled with IntraEdge’s 3,000+ global resources and complimentary product and service offerings, positions IntraEdge to deliver exceptional solutions. “We are thrilled to welcome Vince, Ryan, and Todd to the IntraEdge team,” said Kal Somani, CEO of IntraEdge. “Their combined experience and knowledge of the higher education landscape make them invaluable assets as we expand our footprint in this industry. By leveraging Salesforce’s powerful platform with IntraEdge’s full breadth of technology capabilities, we are confident in our ability to deliver exceptional solutions that address the unique challenges and opportunities facing higher education institutions.” IntraEdge redefines the typical implementation approach by delivering accelerated, cost-effective, and highly successful implementations. The company’s proven methodology and global delivery capabilities, combined with a team of seasoned higher education experts, will enable institutions to maximize the value of Salesforce while minimizing disruption to campus operations. IntraEdge’s Higher Education division offers a comprehensive suite of Salesforce-based solutions tailored to the specific needs of colleges and universities. With implementation, consulting, and value-add products and services, institutions can maximize the value of their Salesforce investment, including but not limited to Data Integration and Visualization, Digital Experience Strategy, Digital Content Strategy and Development, Managed and Capacity Services, AI Governance and Compliance Software. “We are excited to join IntraEdge and be a part of a world-class higher education practice,” said Salvato, Senior Vice President of Higher Education at IntraEdge. “Our team has a proven track record of success in helping higher education institutions achieve their goals. We look forward to partnering with colleges and universities to leverage the power of Salesforce to improve student outcomes and operational efficiency.” IntraEdge is proud to be a trusted partner to higher education institutions across North America. Our company is committed to delivering exceptional results and exceeding client expectations. 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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Create Delightful Experiences

Create Delightful Experiences

Ever had one of those unexpected moments when you reach out to customer service to resolve an issue, and by the end of the conversation, you’ve ended up purchasing something new—and actually feel good about it? Salesforce can help you Create Delightful Experiences. It’s those delightful experiences—when a company truly understands you—that make all the difference. Yet, far too often, these moments are the exception rather than the rule. Why is that? Despite having access to mountains of data from every click, call, and transaction, many companies still fail to create the seamless, personalized experiences that customers expect. In fact, 80% of customers believe their experiences should be better, given the wealth of data available. However, many organizations remain trapped in silos, with marketing, sales, and service teams working in isolation. The data exists, but it’s not being utilized effectively. Siloed data, un-unified data, and restricted access data make your agents seem less emphathetic. Customers expect them to know everything about them there is to know. For CMOs, this presents both a challenge and an opportunity. Positioned at the intersection of every customer touchpoint, many find themselves navigating disjointed strategies from different departments. But what if we could turn the tide? What if every interaction across any channel—whether in marketing, sales, or service—felt like one continuous conversation? From Silos to Synergy: Maximizing Every Customer Interaction The reality is that customers don’t recognize the internal barriers we’ve erected. They don’t care about the silos of marketing, sales, and service; to them, it’s one relationship. What matters most to them is being understood and treated consistently, regardless of whom they are engaging with. Create Delightful Experiences This is where a more unified approach comes into play. It’s not about collecting more data—we already have plenty of that. Instead, it’s about piecing together a puzzle where each interaction reveals a bigger picture. By doing so, we can anticipate customer needs and respond in ways that feel personal and relevant. Consider Fisher & Paykel. By integrating data from their online stores and marketing efforts, they gain a clearer understanding of their customers’ buying habits. Whether someone is a one-time buyer or a frequent shopper, they can tailor the experience accordingly. For instance, if a customer purchases a new fridge, rather than suggesting another fridge during their next visit—as if they were unaware of the previous purchase—the system might recommend relevant accessories like water filters. Plus, with connected device data, they can send timely reminders when it’s time for a replacement part. Now, picture a customer calling in with a service issue. Instead of merely resolving the problem, the representative is empowered by AI to suggest the next best action—perhaps offering a discount on a recently viewed product or an option for self-service. By leveraging AI insights from browsing behavior and purchase history, service teams can present timely offers that build trust and drive future purchases. This transformation turns service interactions into opportunities for building loyalty and generating revenue while ensuring customers feel valued and understood. With customer acquisition costs rising by 60% over the last five years, strategies like upselling, cross-selling, and referral marketing can yield new revenue at a fraction of the cost of traditional channels. The Technology That Ties It All Together None of this is feasible without the right technology. To craft these interconnected experiences, we need systems that consolidate data from every corner of the business. Salesforce’s Data Cloud accomplishes this by centralizing customer data and layering Einstein AI on top to generate meaningful, actionable insights. If your marketing chops are your muscles, your Salesforce org is your tool box. Gone are the days of guessing what customers need—you’ll know exactly when and how to engage them, transforming transactional interactions into those delightful moments that keep customers coming back. Take Air India as an example. Faced with managing over 550,000 monthly service cases within a decentralized system, they utilized Salesforce’s Data Cloud to unify customer data from various sources, providing service teams with a 360-degree view of every passenger. With AI-driven recommendations from Einstein AI, Air India’s teams can offer personalized services, such as seat upgrades during delays or tailored travel deals based on past trips. This approach not only enhances customer satisfaction but also streamlines operations and fosters business growth. The Strategic Imperative for CMOs So, what’s the key takeaway for marketers? We must think beyond our traditional roles and collaborate across the entire customer journey. It’s crucial to advocate for breaking down silos, aligning teams, and integrating data throughout our organizations. However, let’s be realistic: this is easier said than done. Internal politics can complicate efforts to unify departments, with leaders often fixated on their own priorities. The key lies in fostering a spirit of collaboration, not competition—demonstrating to other leaders how a unified approach benefits everyone. By working closely with other departments, marketing can evolve from merely a function into a pivotal part of the broader business strategy, helping to drive consistent customer experiences, increased revenue, and long-term loyalty. The future of marketing isn’t about doing more; it’s about being smarter. It’s about crafting personalized, meaningful experiences that reach the right customers at precisely the right moment, transforming every touchpoint into an opportunity to build lasting relationships. Unified data is the cornerstone of achieving this goal. Ultimately, the companies that understand their customers best will thrive—and that journey begins with us. Create Delightful Experiences with technology and AI for your customers. 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. 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