Understanding the Demandbase One for Sales iFrame in Salesforce The Demandbase One for Sales iFrame (formerly known as Sales Intelligence) allows sales teams to access deep, actionable insights directly within Salesforce. This feature provides account-level and people-level details, including engagement data, technographics, intent signals, and even relevant news, social media posts, and email communications. By
The Benefits of Loan Software for Government Agencies on Salesforce Government agencies managing loans face unique challenges in financial administration, and integrating loan software with Salesforce can greatly enhance their efficiency, accuracy, and transparency. This streamlined solution addresses key areas such as document management, borrower engagement, and robust reporting, making processes more efficient and improving
Engagement History Dashboard Overview The Engagement History Dashboard, powered by CRM Analytics, enables sales and marketing users to explore and visualize key data. It can be embedded on campaign, account, lead, contact, person account, or opportunity records, with tailored widgets for each type of record. Account Engagement Dashboards give a 360 degree view. Account Engagement
Salesforce has signed a definitive agreement to acquire PredictSpring, a leading unified omnichannel retail platform in the retail POS market. This acquisition aims to enhance Salesforce’s Customer 360 capabilities by integrating PredictSpring’s technology into physical retail environments. Jeff Amann, EVP of Salesforce Industries, emphasized the potential synergies: “Consumers demand a retail experience that seamlessly blends
Selling is both an art and a team effort, making it essential for your sales managers, business development reps, and account executives to have everything they need within their workflow. By streamlining the user experience, you can accelerate deal closures without the frustration of navigating through multiple tabs and tools. This article dives into how
Salesforce Set to Launch Autonomous AI Service Agents. Considering Tectonic only first wrote about Agentic AI in late June, its like Christmas in July! Salesforce is gearing up to introduce a new generation of customer service chatbots that leverage advanced AI tools to autonomously navigate through various actions and workflows. These bots, termed “autonomous AI
Salesforce Enhances Nonprofit Cloud with Generative AI Capabilities On August 6, 2024, Salesforce Inc. announced that its Nonprofit Cloud platform is the latest in its suite to receive a boost from generative artificial intelligence (AI). This marks a significant milestone as it is the first integration of the Einstein 1 Platform within Salesforce’s Industry Cloud
Genpact (NYSE: G), a global professional services and solutions firm delivering outcomes that shape the future, announced today its integration with Salesforce Data Cloud to offer AI-driven industry-specific cloud solutions to transform operations and drive competitive advantages for enterprises. Genpact’s integration with Data Cloud will solve issues associated with disconnected and unstructured data, including poor quality,
Salesforce Query Builder Effortlessly Build SOQL Queries for Salesforce Objects with Salesforce Query Builder. The Salesforce Query Builder is a powerful Chrome extension that simplifies the creation of SOQL (Salesforce Object Query Language) queries for administrators, developers, and power users. This tool addresses the common challenge of building complex queries directly within your Salesforce environment,
Last month, Read AI announced the launch of its integration with HubSpot, and today the company continues its momentum in the CRM space by announcing support for 1-click connections to Salesforce. Salesforce, the leading name in CRM software, is widely adopted across virtually every industry. Read AI users can now sync their Meeting Reports directly
Privacy Center Update What’s the July Changes to Preference Center? Starting in July 2024, the Privacy Center app within the core platform now supports retention features. July Changes to Preference Center introduces a new Hyperforce-based retention store, allows for retention testing in sandboxes, and offers the option to mask data during retention. The new Hyperforce-based
You now have access to the new Marketing app, which includes the latest version of Marketing Cloud Growth. This new app replaces the previous Marketing app, now named Marketing (Original). July Changes to Marketing Cloud Growth. What do I need to do – July Changes to Marketing Cloud? To access the new Marketing app, open
Enhance Your Workflow with the Ask ChatGPT Vision Action Extend the use of artificial intelligence in your daily operations by leveraging the Ask ChatGPT Vision action. This feature allows ChatGPT to analyze images attached to your Salesforce records and apply its insights directly to your workflows. The action is compatible with ChatGPT models that accept
Use program objects to track how your learning offerings are structured and administered, and what they require for enrollment and completion. Education Cloud Program Objects let you customize all your programs for ease of use. Programs can be degree or credential programs, academic support programs, recreational programs, continuing education, and more. We use the same
With the Dreamforce conference just a few weeks away, AI is set to be a central theme once again. This week, Salesforce offered a preview of what to expect in September with the release of its “Trends in AI for CRM” report. This report consolidates findings from several Salesforce research studies conducted from February last
