Salesforce - gettectonic.com - Page 22
AI-Powered Field Service
09Sep

AI-Powered Field Service

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

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September 9, 2024in Einstein Insights, Salesforce Development Services, Salesforce Manufacturing Automotive Energy, Salesforce Service Cloud
Predictive Analytics
09Sep

Predictive Analytics

Industry forecasts predict an annual growth rate of 6% to 7%, fueled by innovations in cloud computing, artificial intelligence (AI), and data engineering. In 2023, the global data analytics market was valued at approximately $41 billion and is expected to surge to $118.5 billion by 2029, with a compound annual growth rate (CAGR) of 27.1%. This significant expansion reflects the growing demand for advanced analytics tools that provide actionable insights. AI has notably enhanced the accuracy of predictive models, enabling marketers to anticipate customer behaviors and preferences with impressive precision. “We’re on the verge of a new era in predictive analytics, with tools like Salesforce Einstein Data Analytics revolutionizing how we harness data-driven insights to transform marketing strategies,” says Koushik Kumar Ganeeb, a Principal Member of Technical Staff at Salesforce Data Cloud and a distinguished Data and AI Architect. Ganeeb’s leadership spans initiatives like AI-powered Salesforce Einstein Data Analytics, Marketing Cloud Connector for Data Cloud, and Intelligence Reporting (Datorama). His expertise includes architecting vast data extraction pipelines that process trillions of transactions daily. These pipelines play a crucial role in the growth strategies of Fortune 500 companies, helping them scale their data operations efficiently by leveraging AI. Ganeeb’s visionary work has propelled Salesforce Einstein Data Analytics into the forefront of business intelligence. Under his guidance, the platform’s advanced capabilities—such as predictive modeling, real-time data analysis, and natural language processing—are now pivotal in transforming how businesses forecast trends, personalize marketing efforts, and make data-driven decisions with unprecedented precision. AI and Machine Learning: The Next Frontier Beginning in 2018, Salesforce Marketing Cloud, a leading engagement platform used by top enterprises, faced challenges in extracting actionable insights and enhancing AI capabilities from rapidly growing data across diverse systems. Ganeeb was tasked with overcoming these hurdles, leading to the development of the Salesforce Einstein Provisioning Process. This process involved the creation of extensive data import jobs and the establishment of standardized patterns based on consumer adoption learning. These automated jobs handle trillions of transactions daily, delivering critical engagement and profile data in real-time to meet the scalability needs of large enterprises. The data flows seamlessly into AI models that generate predictions on a massive scale, such as Engagement Scores and insights into messaging and language usage across the platform. “Integrating AI and machine learning into data analytics through Salesforce Einstein is not just a technological enhancement—it’s a revolutionary shift in how we approach data,” explains Ganeeb. “With our advanced predictive models and real-time data processing, we can analyze vast amounts of data instantly, delivering insights that were previously unimaginable.” This innovative approach empowers organizations to make more informed decisions, driving unprecedented growth and operational efficiency. Real-World Success Stories Under Ganeeb’s technical leadership, Salesforce Einstein Data Analytics has delivered remarkable results across industries by leveraging AI and machine learning to provide actionable insights and enhance business performance. In the past year, leading companies like T-Mobile, Fitbit, and Dell Technologies have reported significant improvements after integrating Einstein. Ganeeb’s proficiency in designing and scaling data engineering solutions has been critical in helping these enterprises optimize performance. “Scalability with Salesforce Einstein Data Analytics goes beyond managing data volumes—it ensures that every data point is converted into actionable insights,” says Ganeeb. His work processing petabytes of data daily underscores his commitment to precision and efficiency in data engineering. Navigating Data Ethics and Quality Despite the rapid growth of predictive analytics, Ganeeb emphasizes the importance of data ethics and quality. “The accuracy of predictive models depends on the integrity of the data,” he notes. Salesforce Einstein Data Analytics addresses this by curating datasets to ensure they are representative and free from bias, maintaining trust while delivering reliable insights. By implementing rigorous data quality checks and ethical considerations, Ganeeb ensures that Einstein Analytics not only delivers actionable insights but also fosters transparency and trust. This balanced approach is key to the responsible use of predictive analytics across various industries. Future Trends in Predictive Analytics The future of predictive analytics looks bright, with AI and machine learning poised to further refine the accuracy and utility of predictive models. “Success lies in embracing technological advancements while maintaining a human touch,” Ganeeb notes. “By combining AI-driven insights with human intuition, businesses can navigate market complexities and uncover new opportunities.” Ganeeb’s contributions to Salesforce Einstein Data Analytics exemplify this balanced approach, integrating cutting-edge technology with human insight to empower businesses to make strategic decisions. His work positions organizations to thrive in a data-driven world, helping them stay agile and competitive in an evolving market. Balancing Benefits and Challenges – Predictive Analytics While predictive analytics offers vast potential, Ganeeb recognizes the challenges. Ensuring data quality, addressing ethical concerns, and maintaining transparency are crucial for its responsible use. “Although challenges remain, the future of AI-based predictive analytics is promising,” Ganeeb asserts. His work with Salesforce Einstein Data Analytics continues to push the boundaries of marketing analytics, enabling businesses to harness the power of AI for transformative 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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September 9, 2024in Salesforce Data Cloud, Salesforce Einstein, Salesforce Marketing Cloud
Salesforce AI Agents Explained
09Sep

Salesforce AI Agents Explained

Salesforce’s AI Agents: Revolutionizing Enterprise Sales and Service for the Future In the rapidly evolving landscape of artificial intelligence (AI), Salesforce continues to lead the charge, transforming enterprise operations with cutting-edge AI agents. With the introduction of Agentforce, Salesforce is not just enhancing sales and service departments but reshaping business processes across sectors. This comprehensive exploration highlights how Salesforce’s AI agents are changing the game, offering enterprise-level executives insights into their revolutionary potential. Salesforce AI Agents Explained. AI Agents: Beyond Autonomous Vehicles A fitting analogy to grasp the progression of AI agents is the evolution of autonomous vehicles. Just as self-driving cars advance from basic driver assistance to full autonomy, AI agents evolve from simple automation to more complex decision-making. Salesforce’s Chief Product Officer, David Schmaier, draws this comparison: “In the autonomous driving world, we have levels of autonomy, from level zero to level five. AI agents for enterprises follow a similar path.” At the core of this evolution is what Salesforce defines as the “agentic” phase of AI. Unlike generative AI that follows instructions to create content, agentic AI autonomously determines and takes actions based on broader goals. Schmaier notes, “We’re at the point where AI not only creates content but takes strategic actions. It’s like having an infinite pool of interns handling mundane tasks so human employees can focus on higher-value activities.” Agentforce: Salesforce’s Next-Generation AI Platform Agentforce is the latest addition to Salesforce’s AI arsenal, unveiled during their Q2 ’25 earnings call and now positioned as a significant milestone in AI development. With Agentforce, organizations can build and manage autonomous agents for tasks across various business functions—not just customer service. This versatility is highlighted by Marc Benioff, Salesforce’s CEO, who described the energy around Agentforce during a recent briefing as “palpable.” Agentforce builds on Salesforce’s data management, security, and customization expertise, uniting these capabilities into an AI framework. Schmaier explains, “It’s about creating trusted, enterprise-ready agents, not just deploying a large language model. We’ve developed over 100 out-of-the-box use cases, from sales account summaries to service reply recommendations, all customizable and easy to deploy.” Agentforce “In Every App” A key announcement is the integration of Agentforce in every app across Salesforce’s product suite, including Sales, Service, Marketing, and Commerce Agents. The Atlas reasoning engine, Agent Builder, and a partner network were also introduced to further enhance its capabilities. The Atlas Reasoning Engine acts as the “brain” behind Agentforce, autonomously generating plans and refining them based on actions it needs to perform, such as running business processes or engaging customers through preferred channels. What Makes an AI Agent? Salesforce AI Agents Explained Building an AI agent with Agentforce requires five key elements: These components leverage existing Salesforce infrastructure, making it easier for businesses to deploy agents through Agent Builder, which is part of the new Agentforce Studio. Agents vs. Chatbots Unlike traditional chatbots, which provide pre-programmed responses, Salesforce’s AI agents use large language models (LLMs) and generative AI to interpret and autonomously execute customer requests based on CRM data. This distinction allows AI agents to perform tasks that go beyond simple queries, driving efficiency in customer service, sales, and other business areas. Practical Applications: Sales, Service, and Marketing Salesforce’s AI agents offer tangible business benefits. For instance, Sales Agent, available as both a Sales Development Representative (SDR) and Sales Coach, automates lead nurturing and inquiry management. It utilizes CRM data to deliver personalized pitches, handle objections, and even suggest meeting times—freeing sales teams to focus on more strategic tasks. In customer service, AI agents manage routine inquiries, allowing human representatives to address more complex customer needs. In marketing, AI agents generate data-driven insights to personalize campaigns, improving customer engagement and conversion rates. The Security and Trust Foundation Security and trust remain core to Salesforce’s approach to AI. The Einstein Trust Layer ensures that data protection, privacy, and ethical guidelines are maintained throughout AI interactions. Schmaier emphasizes, “Our platform defines what data agents can access and how they use it, adhering to strict data integrity standards.” The Trust Layer also prevents AI from training on customer data without consent, ensuring transparency and security. A Partnership Between Humans and AI-Salesforce AI Agents Explained Salesforce’s vision emphasizes the synergy between human employees and AI agents. As Schmaier points out, “AI agents handle routine tasks and deliver insights, allowing employees to focus on more creative and strategic work.” This human-AI partnership boosts productivity and innovation, ultimately improving business outcomes. The Future of AI in Business As AI technology advances, Salesforce is already working on next-generation capabilities for Agentforce, including predictive analytics and more sophisticated autonomous agents. Schmaier forecasts, “These agents will handle a wider range of tasks and provide deeper insights and recommendations.” With Agentforce launching in October 2024, businesses can expect significant returns on investment, thanks to its cost-efficient model starting at $2 per conversation. In summary, Salesforce’s Agentforce is a game-changing innovation, blending AI and human intelligence to transform sales, service, and marketing. As more details unfold, it’s clear that Agentforce will redefine the future of business operations—driving efficiency, personalization, and strategic success. 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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September 9, 2024in Agentforce Platform, Generative AI, Technology
Salesforce and Qatalog
09Sep

Salesforce and Qatalog

Conversational AI for Salesforce Supercharge your Salesforce workflows with the power of AI. Whether you’re tracking deals, reviewing pipeline performance, or uncovering insights, Qatalog’s AI assistant simplifies it all with natural language queries. Designed to understand the intent behind your questions, it delivers accurate, context-rich answers—no manual reporting required. Whether you’re a Salesforce novice or a seasoned pro, Salesforce and Qatalog redefine how you engage with your CRM data. Key Features Salesforce and Qatalog Conversational Search Say goodbye to navigating complex dashboards and reports. Just ask straightforward questions like: Get instant, actionable answers powered by AI, saving time and effort. No Technical Expertise Needed Qatalog’s intuitive AI chat interface is designed for everyone. Non-technical users can quickly access insights without needing Salesforce expertise, freeing up technical teams to focus on higher-value tasks. Seamless Integrations Connect Salesforce with your favorite business tools, including Outlook, Google Drive, Slack, and more. Access Salesforce CRM data in context across your apps, streamlining workflows and collaboration. Enterprise-Grade Data Security Your data’s privacy is paramount. Qatalog processes Salesforce data securely in real-time and discards it immediately after use, ensuring sensitive information stays protected. Transform the way you work with Salesforce—ask, explore, and act with confidence using Qatalog’s Conversational AI. Salesforce and Qatalog. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 9, 2024in Data, Enterprise, Google, Salesforce
Slack Expands AI Features
08Sep

Slack Expands AI Features

Slack is introducing several new AI-driven features, including the integration of AI-powered agents from Salesforce and other leading partners across the platform. The Big Picture: As part of its evolution, the Salesforce-owned company aims to position Slack as a hub where humans collaborate seamlessly with an increasing number of bots and AI agents. Key Updates: Ahead of Salesforce’s Dreamforce conference, Slack announced its support for agents from partners such as Adobe, Anthropic, Cohere, Perplexity, Writer, and more, alongside Salesforce’s own Agentforce. Additionally, Slack is enhancing its AI capabilities, expanding its AI-driven transcription features to include informal video chat sessions, known as “huddles.” Why It Matters: This move aligns with Salesforce’s broader strategy of leveraging generative AI to power autonomous agents that can take independent action, moving beyond the traditional role of AI as a co-pilot merely assisting humans. What They’re Saying: “Slack’s vision of becoming an AI-powered work operating system fits perfectly with the growing role of agents in the workplace,” said Slack CEO Denise Dresser in a statement to Axios. While Dresser didn’t disclose how many paying customers have adopted Slack’s AI features, it’s worth noting that these features require a separate monthly fee. Initially, Slack planned to require companies to pay for AI features for all users or none, but the company later shifted this approach following customer feedback. And Slack Expands AI Features with New Agent Integrations Slack is introducing several new AI-driven features, including the integration of AI-powered agents from Salesforce and other leading partners across the platform. The Big Picture: As part of its evolution, the Salesforce-owned company aims to position Slack as a hub where humans collaborate seamlessly with an increasing number of bots and AI agents. Key Updates: Ahead of Salesforce’s Dreamforce conference, Slack announced its support for agents from partners such as Adobe, Anthropic, Cohere, Perplexity, Writer, and more, alongside Salesforce’s own Agentforce. Additionally, Slack is enhancing its AI capabilities, expanding its AI-driven transcription features to include informal video chat sessions, known as “huddles.” Why It Matters: This move aligns with Salesforce’s broader strategy of leveraging generative AI to power autonomous agents that can take independent action, moving beyond the traditional role of AI as a co-pilot merely assisting humans. What They’re Saying: “Slack’s vision of becoming an AI-powered work operating system fits perfectly with the growing role of agents in the workplace,” said Slack CEO Denise Dresser in a statement to Axios. While Dresser didn’t disclose how many paying customers have adopted Slack’s AI features, it’s worth noting that these features require a separate monthly fee. Initially, Slack planned to require companies to pay for AI features for all users or none, but the company later shifted this approach following customer feedback. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 8, 2024in Generative AI
Salesforce to Enhance AI-Powered Tools With Tenyx
07Sep

Salesforce to Enhance AI-Powered Tools With Tenyx

Salesforce to Acquire Tenyx, Enhancing AI-Powered Solutions Salesforce has announced its decision to acquire Tenyx, a California-based startup specializing in AI-driven voice agents. This acquisition aims to bolster Salesforce’s AI capabilities and further its commitment to enhancing customer service through innovative technology. The deal, set to close in the third quarter of 2024, will integrate Tenyx’s advanced voice AI solutions with Salesforce’s existing services. About Tenyx Founded in 2022, Tenyx has quickly established itself in various industries including e-commerce, healthcare, hospitality, and travel. The startup, led by CEO Itamar Arel and CTO Adam Earle, is renowned for developing AI voice agents that create natural and engaging conversational experiences. Salesforce’s Strategic Move This acquisition is part of Salesforce’s broader strategy to reinvigorate its growth and strengthen its AI capabilities. Following a year of focus on share buybacks and a reduction in acquisitions under pressure from activist investors, Salesforce is now pivoting to integrate cutting-edge technology. This move reflects a renewed emphasis on acquiring top-tier AI talent to drive innovation and maintain a competitive edge. Industry Context The acquisition aligns Salesforce with a growing trend in the tech industry, where major players like Microsoft and Amazon are also investing heavily in AI. Microsoft recently acquired talent from AI startup Inflection for $650 million, while Amazon brought in co-founders and employees from Adept. These strategic acquisitions highlight the escalating competition for AI expertise and tools. What This Means for Salesforce With Tenyx’s technology, Salesforce will enhance its AI-powered solutions, particularly within its Agentforce Service Agent platform. This integration aims to deliver more intuitive and seamless customer interactions, setting new standards in customer experience. Conclusion Salesforce’s acquisition of Tenyx is a strategic move to advance its AI-driven solutions and maintain its leadership in customer service technology. By integrating Tenyx’s innovative voice AI, Salesforce is positioned to redefine customer engagement and service standards. The deal is expected to close by the end of the third quarter of Salesforce’s fiscal year 2025, concluding on October 31, 2024, pending customary closing conditions. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 7, 2024in Salesforce
Adopting Salesforce Security Policies
07Sep

Adopting Salesforce Security Policies

Data breaches reached an all-time high in 2023, affecting more than 234 million individuals, and there’s no sign of the trend slowing down. At the center of this challenge is how organizations allocate resources to safeguard customer data. One of the most critical systems for managing this data is CRM platforms like Salesforce, used by over 150,000 U.S. businesses. However, security blind spots within Salesforce continue to pose significant risks. To address these concerns, the National Institute of Standards and Technology (NIST) offers a strategic framework for Salesforce security teams. In February 2024, NIST released Version 2.0 of its Cybersecurity Framework (CSF), marking the first major update in a decade. Key improvements include the introduction of a new “Govern” function, streamlining of categories to simplify usability, and updates to the “Respond” function to enhance incident management. This framework now applies across all industries, not just critical infrastructure. For Salesforce security leaders, these changes will significantly affect how they manage security, from aligning Salesforce practices with enterprise risk strategies to strengthening oversight of third-party apps. Here’s how these updates will influence Salesforce security going forward. What is the NIST Cybersecurity Framework 2.0? The NIST Cybersecurity Framework, first launched in 2014, was developed after an executive order by President Obama, aiming to provide a standardized set of guidelines to improve cybersecurity across critical infrastructure. The framework’s objectives include: The newly updated NIST CSF 2.0, released in 2024, expands on the original framework, providing organizations with structured, yet flexible, guidance for managing cybersecurity risks. It revolves around three core components: the CSF Core, CSF Profiles, and CSF Tiers. Key Components of NIST Cybersecurity Framework 2.0 These components help organizations understand, assess, and improve their cybersecurity posture, forming the basis for risk-informed strategies that align with organizational needs and the evolving threat landscape. Key Updates in the NIST Cybersecurity Framework 2.0 and Their Impact on Salesforce Security The 2024 updates to NIST CSF offer insights that Salesforce security leaders can use to align their strategies with evolving cybersecurity risks. Implementation Strategies for Salesforce Security Leaders To incorporate CSF 2.0 into Salesforce security operations, leaders should: Conclusion: Embracing NIST CSF 2.0 to Strengthen Salesforce Security The 2024 NIST Cybersecurity Framework updates offer crucial insights for Salesforce security leaders. By adopting these practices, organizations can enhance data protection, strengthen incident response capabilities, and ensure business continuity—critical for those relying on Salesforce for managing sensitive customer 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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September 7, 2024in Data, Enterprise, Salesforce, Salesforce Shield, Technology
Salesforce Validation Rules
07Sep

Salesforce Validation Rules Explained

When to Use (and Avoid) Salesforce Validation Rules Ensuring quality data in Salesforce is crucial, but finding the right balance between enforcing data integrity and maintaining a smooth user experience can be challenging. Both Flows and validation rules play important roles in this process. The Role of Validation Rules and Flows in Data Management Salesforce administrators must carefully consider the impact of data validation methods. Some approaches prevent records from being saved if certain conditions aren’t met, while others allow the process to continue and address issues later. Sales teams, in particular, may find it frustrating to be slowed down by data entry requirements, but there are situations where enforcing specific data formats or ranges is essential. This is where Salesforce validation rules come into play. For more complex processes, especially those managed by automation, Flows offer a solution that allows records to be corrected without interrupting the workflow. The Purpose of Validation Rules Validation rules in Salesforce are used to enforce specific data requirements by preventing the record from being saved if certain conditions are not met. For instance, a simple validation rule might require a field value to be between 10 and 100: scssCopy codeOR( Your_Field__c < 10, Your_Field__c > 100 ) Validation rules are typically applied to a single field or a combination of fields, and they are especially useful when a user must enter specific information, such as a description for a unique discount type. How Flows Offer Flexibility Salesforce Flows have evolved into a robust alternative to validation rules, providing more flexibility in how data is managed. Flows can be configured to check conditions before or after a record is saved, allowing for automatic corrections without blocking the save. For example, a Flow could assign a default value if the user fails to enter one or perform a lookup to populate a field. Flows also allow records to be saved even if they would otherwise trigger a validation rule. This capability is particularly valuable for automated processes, as it prevents errors from halting updates made by tools like Fivetran, Hightouch, or Zapier. Balancing User Experience with Data Validation Validation rules are designed with the user in mind, serving as reminders to ensure that necessary information is entered. However, if these rules are too restrictive or unclear, they can hinder productivity. One common challenge arises when trying to enforce constraints on date fields, such as ensuring a follow-up task is scheduled within a certain time frame. While a validation rule can prevent a date field from being left blank, Salesforce does not allow a rule to simultaneously enforce non-blankness and a specific date calculation. To address this, a combination of validation rules and Flows can be used: Key Takeaway Balancing the use of validation rules and Flows is essential for effective data management in Salesforce. Validation rules are useful for enforcing critical data entry requirements, while Flows offer the flexibility to correct issues automatically. By focusing on the user experience, administrators can determine the optimal combination of these features to maintain data integrity without disrupting workflow. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 7, 2024in Salesforce
Salesforce and Ortoo Integration
06Sep

Salesforce and Ortoo Integration

Ortoo Launches Smart Actions: A Revolutionary Salesforce-Native App for AI Automation Ortoo, a leading provider of Salesforce productivity solutions, has unveiled its latest innovation, Smart Actions, now available on the Salesforce AppExchange. This groundbreaking Salesforce-native app allows businesses to seamlessly integrate AI automation into their Salesforce workflows, dramatically boosting efficiency and simplifying complex processes with a single click. Salesforce and Ortoo integration for Smart Actions. How do I sync Ortto activities to Salesforce? In your Ortto account, navigate to Data sources > Salesforce > Sync Ortto activities to Salesforce. Choose up to 5 activities. At Sync settings, select whether you wish to sync these Ortto activities as activities and/or as tasks. If you are syncing the Salesforce Task object to Ortto (selected at Salesforce fields): Smart Actions empowers companies to deploy AI and GPT-powered automations across sales, service, and support functions within Salesforce, eliminating the traditionally high costs associated with advanced AI tools. By integrating smoothly into the Salesforce ecosystem, Smart Actions enables businesses to automate manual tasks, personalize communications, and optimize workflows with unparalleled ease. Track and manage email conversations within Salesforce. AI-powered actions to streamline sales workflows. SEAMLESS SALESFORCE INTEGRATION “With Smart Actions, we’re making AI automation accessible to businesses of all sizes,” said Amy Grenham, Head of Marketing at Ortoo. “If you’ve ever built a custom GPT using OpenAI, creating a Smart Action will feel very familiar. Ortoo’s prompt builder allows you to set the context, specify the Salesforce fields to analyze, and determine where the output should go. This simplicity makes it incredibly easy to deploy AI-driven processes and transform operations within Salesforce.” Key Features and Practical Applications Real-World Applications of Smart Actions Get Started with Smart Actions Today Smart Actions is now available on the Salesforce AppExchange. Businesses can start using the app for free, with additional features available through a premium version. SmartActions is a 5 star product on the Salesforce AppExchange. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 6, 2024in Salesforce Implementation Services
Strong AI Scalability
06Sep

Strong AI Scalability

The rapid pace of digital transformation has made scalability essential for any business looking to remain competitive. The stakes are high—without the ability to scale, businesses risk falling behind as customer demands and market conditions shift. So, what does it take to build a scalable business that can grow without compromising performance or customer satisfaction? In this Tectonic insight, we’ll cover key steps to future-proof your operations, avoid common pitfalls, and ensure your business doesn’t just keep pace with the market, but leads it. Master Scalability with Scale Center Scalability doesn’t have to be overwhelming. Salesforce’s Scale Center, available on Trailhead, provides a comprehensive learning path to help you optimize your scalability strategy. Why Scalability Is a Must-Have Scalability is critical to long-term success. As your business grows, so will the demands on your applications, infrastructure, and resources. If your systems aren’t prepared, you risk performance issues, outages, lost revenue, and dissatisfied customers. Unexpected spikes in demand—from increased customer activity or internal changes like onboarding large numbers of employees—can push systems to their limits, leading to overloads or downtime. A strong scalability plan helps prevent these issues. Here are three best practices to help scale your operations smoothly and sustainably. 1. Prioritize Proactive Scale Testing Scale testing should be a key part of your application lifecycle. Many businesses wait until performance issues arise before addressing them, which can result in maintenance headaches, poor user experiences, and challenges in supporting growth. Proactive steps to take: 2. Use the Right Tools for Seamless Scalability Choosing the right technology is crucial when scaling your business. Equip your team with tools that support growth management, and follow these tips for success: By integrating the right tools and technologies, you’ll not only stay ahead of the curve but also build a culture ready to scale. 3. Focus on Sustainable Growth Strategies Scaling requires a long-term approach. From development to deployment, a strategy that emphasizes scalability from the outset can help you avoid costly fixes down the road. Key practices include: DevOps Done Right Building secure, scalable AI applications and agents requires bridging the gap between tools and skills. Focus on crafting a thoughtful DevOps strategy that supports scalability. Scalability: A Marathon, Not a Sprint Scaling effectively is an ongoing process. Customer needs and market conditions will continue to change, so your strategies should evolve as well. Scalability is about more than just handling increased demand—it’s about ensuring stability and performance across the board. Consider these steps to enhance your approach: Committing to Scalability Scalability isn’t a one-time achievement—it’s a continuous commitment to growing smarter and stronger across all areas of your business. By embedding best practices into your day-to-day operations, you’ll ensure that your systems meet demand and prepare your business for future breakthroughs. As you develop your scalability strategy, remember that customer experience and trust should always guide your decisions. Tackling scalability proactively ensures your business can thrive no matter how market conditions change. It’s more than just a bonus feature—it’s a critical element of a smoother user experience, reduced costs, and the flexibility to pivot when necessary. By embracing these strategies, you’ll not only avoid potential challenges but also build lasting trust with your customers. In a world where loyalty is earned through exceptional experiences, a strong scalability plan is your key to long-term success. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 6, 2024in Data, Hyperforce, Salesforce, Technology
Salesforce to Acquire Own
06Sep

Salesforce to Acquire Own

Salesforce is set to acquire data protection and management vendor Own Co. for approximately $1.9 billion in cash. This move aligns with Salesforce’s ongoing investment in artificial intelligence (AI) and its efforts to bolster cybersecurity amidst rising data security concerns.  The San Francisco-based CRM giant expects to finalize the acquisition of Own by the fourth quarter of its fiscal year 2025, according to a company statement. Own, formerly known as OwnBackup, touts itself as the leading cloud data protection platform for Salesforce, serving around 7,000 customers with services such as data archiving, security, and analytics. He highlighted that Own’s expertise would enhance Salesforce’s data protection and management capabilities, reinforcing the company’s commitment to secure, end-to-end solutions. Sam Gutmann, CEO of Own, echoed the sentiment, stating that the acquisition would allow Own and Salesforce to drive innovation and secure data, particularly in highly regulated industries. Gutmann, who previously founded Intronis, has led Own’s growth since its establishment in 2015, with backing from investors like BlackRock and Salesforce Ventures. The acquisition is expected to strengthen Salesforce’s existing offerings, such as Backup, Shield, and Data Mask. Own, known for its data resilience platform, has raised over 0 million in funding and partnered with major tech players like ServiceNow and Microsoft Dynamics 365. The deal comes shortly after Salesforce announced plans to acquire Tenyx, an AI-powered voice agent startup, as part of its broader AI-driven strategy. Salesforce has shifted focus from larger acquisitions in recent years, prioritizing shareholder returns. However, this purchase reflects the company’s strategic shift towards enhancing its AI and data security solutions to maintain growth momentum. Salesforce anticipates that the Own deal will be accretive to free cash flow starting in the second year after the transaction closes, without affecting its current capital return program. This acquisition underscores Salesforce’s evolving focus on data protection, especially as AI adoption grows and data security becomes increasingly important. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 6, 2024in Einstein 1 Platform
Exploring Large Action Models
05Sep

Exploring Large Action Models

Exploring Large Action Models (LAMs) for Automated Workflow Processes While large language models (LLMs) are effective in generating text and media, Large Action Models (LAMs) push beyond simple generation—they perform complex tasks autonomously. Imagine an AI that not only generates content but also takes direct actions in workflows, such as managing customer relationship management (CRM) tasks, sending emails, or making real-time decisions. LAMs are engineered to execute tasks across various environments by seamlessly integrating with tools, data, and systems. They adapt to user commands, making them ideal for applications in industries like marketing, customer service, and beyond. Key Capabilities of LAMs A standout feature of LAMs is their ability to perform function-calling tasks, such as selecting the appropriate APIs to meet user requirements. Salesforce’s xLAM models are designed to optimize these tasks, achieving high performance with lower resource demands—ideal for both mobile applications and high-performance environments. The fc series models are specifically tuned for function-calling, enabling fast, precise, and structured responses by selecting the best APIs based on input queries. Practical Examples Using Salesforce LAMs In this article, we’ll explore: Implementation: Setting Up the Model and API Start by installing the necessary libraries: pythonCopy code! pip install transformers==4.41.0 datasets==2.19.1 tokenizers==0.19.1 flask==2.2.5 Next, load the xLAM model and tokenizer: pythonCopy codeimport json import torch from transformers import AutoModelForCausalLM, AutoTokenizer model_name = “Salesforce/xLAM-7b-fc-r” model = AutoModelForCausalLM.from_pretrained(model_name, device_map=”auto”, torch_dtype=”auto”, trust_remote_code=True) tokenizer = AutoTokenizer.from_pretrained(model_name) Now, define instructions and available functions. Task Instructions: The model will use function calls where applicable, based on user questions and available tools. Format Example: jsonCopy code{ “tool_calls”: [ {“name”: “func_name1”, “arguments”: {“argument1”: “value1”, “argument2”: “value2”}} ] } Define available APIs: pythonCopy codeget_weather_api = { “name”: “get_weather”, “description”: “Retrieve weather details”, “parameters”: {“location”: “string”, “unit”: “string”} } search_api = { “name”: “search”, “description”: “Search for online information”, “parameters”: {“query”: “string”} } Creating Flask APIs for Business Logic We can use Flask to create APIs to replicate business processes. pythonCopy codefrom flask import Flask, request, jsonify app = Flask(__name__) @app.route(“/customer”, methods=[‘GET’]) def get_customer(): customer_id = request.args.get(‘customer_id’) # Return dummy customer data return jsonify({“customer_id”: customer_id, “status”: “active”}) @app.route(“/send_email”, methods=[‘GET’]) def send_email(): email = request.args.get(’email’) # Return dummy response for email send status return jsonify({“status”: “sent”}) Testing the LAM Model and Flask APIs Define queries to test LAM’s function-calling capabilities: pythonCopy codequery = “What’s the weather like in New York in fahrenheit?” print(custom_func_def(query)) # Expected: {“tool_calls”: [{“name”: “get_weather”, “arguments”: {“location”: “New York”, “unit”: “fahrenheit”}}]} Function-Calling Models in Action Using base_call_api, LAMs can determine the correct API to call and manage workflow processes autonomously. pythonCopy codedef base_call_api(query): “””Calls APIs based on LAM recommendations.””” base_url = “http://localhost:5000/” json_response = json.loads(custom_func_def(query)) api_url = json_response[“tool_calls”][0][“name”] params = json_response[“tool_calls”][0][“arguments”] response = requests.get(base_url + api_url, params=params) return response.json() With LAMs, businesses can automate and streamline tasks in complex workflows, maximizing efficiency and empowering teams to focus on strategic initiatives. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 5, 2024in Data, Salesforce, Technology, Third Party Apps
Change The Flow
05Sep

Change The Flow

Salesforce has long been a leader in providing tools to automate business processes, with Workflow Rules and Process Builder as the go-to solutions for many organizations. However, as business demands grow more complex, Salesforce has introduced Flow—a more powerful and flexible automation tool that’s quickly becoming the standard. This insight will explore the key differences between Salesforce Flow, Process Builder, and Workflow Rules, and why Flow is considered the future of Salesforce automation. Workflow Rules: The Foundation of Salesforce Automation For years, Workflow Rules served as a reliable tool for automating basic tasks in Salesforce. Based on simple “if/then” logic, Workflow Rules automate actions such as sending email alerts, updating fields, and creating tasks. While effective for straightforward needs, Workflow Rules have significant limitations. They can’t create or update related records, and each rule can only trigger a single action—constraints that hinder more complex business processes. Process Builder: A Step Up in Complexity and Functionality Process Builder was introduced as a more advanced alternative to Workflow Rules, offering a visual interface that simplifies building automations. It allows for multiple actions to be triggered by a single event and supports more complex logic, including branching criteria. Process Builder also introduces a broader set of actions, such as creating records, posting to Chatter, and invoking Apex code. However, as businesses pushed Process Builder’s capabilities, its limitations in terms of performance and scalability became clear. Salesforce Flow: The Future of Automation Salesforce Flow combines the capabilities of both Workflow Rules and Process Builder while introducing powerful new features. Flows can automate nearly any process within Salesforce, from simple tasks like updating records to intricate workflows involving multiple objects and even external systems. Flow can be triggered by a variety of events, including record changes, scheduled times, and platform events, providing far more flexibility than its predecessors. One of Flow’s key strengths is its versatility. It can include screen elements for user interaction or run entirely in the background, making it suitable for a wide range of use cases. Whether automating internal processes or creating customer-facing applications, Flow’s adaptability shines. Salesforce continues to enhance Flow, closing the feature gaps that once existed between Flow and the older automation tools. This, coupled with a clear migration path, makes Flow the logical choice for the future. Why Salesforce Flow is the Way Forward Salesforce has already announced plans to retire Workflow Rules and Process Builder in favor of Flow, signaling a shift toward a more unified and scalable automation platform. Businesses still relying on the older tools should transition to Flow sooner rather than later. Not only will this ensure continued support and access to new features, but it will also allow organizations to leverage Salesforce’s most advanced automation tool. When comparing Salesforce Flow vs. Process Builder and Workflow Rules, it’s evident that Flow offers the most robust, flexible, and future-proof solution. Its ability to handle complex processes and its continuous enhancements make it the ideal choice for modern businesses. As Salesforce phases out Workflow Rules and Process Builder, migrating to Flow will equip your organization with the latest in automation capabilities. Ready to Make the Switch? Start exploring Salesforce Flow today and discover how it can transform your business processes for the better. Contact Tectonic for assistance. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 5, 2024in Salesforce

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