Salesforce - gettectonic.com - Page 27
Salesforce Rollups
16Aug

Salesforce Rollups

70% of Sales Teams Rely on CRM Systems, but 43% Struggle with Data Management—Here’s a Solution CRM platforms like Salesforce have become indispensable tools for modern sales teams aiming to optimize workflows and gain critical insights. Despite their importance, many teams still face challenges with data management, often due to the sheer volume of data that must be processed, organized, and analyzed. This growing need for streamlined data management has paved the way for innovative solutions like automated rollups in Salesforce. Ksolves has developed RollUp Magic, a one-stop solution for seamless Salesforce data management. Why RollUp Magic? RollUp Magic is designed to enhance the efficiency and effectiveness of sales teams by automating the calculation of rollup summaries based on specific criteria. This tool significantly reduces the burden of manual data handling, providing instant access to key metrics and ensuring the power of CRM systems is fully realized. In this insight, we’ll explore how RollUp Magic works, its key features, and how it can boost the efficiency of your sales team. Introduction to Automated Rollups Automated rollups in Salesforce aggregate data across related records without manual intervention, continuously updating key metrics like sums, averages, or counts. This automation not only saves time but also ensures consistency and accuracy in reporting, empowering organizations to make decisions based on the most current data. Manual vs. Automated Rollups Manual Rollups: Automated Rollups: Automated rollups offer a more efficient, accurate, and reliable way to manage and analyze Salesforce data compared to manual methods. Benefits of Automated Rollups for Sales Teams RollUp Magic: The Ultimate Tool for Automated Data Insights RollUp Magic simplifies and automates the data rollup process in Salesforce, allowing businesses to create custom rollups for any data, including lookup relationships. Here’s how RollUp Magic enhances Salesforce capabilities: Key Features of RollUp Magic for Sales Teams Metrics Sales Teams Can Track with RollUp Magic Conclusion Investing in Salesforce automation is a strategic move for any sales team. As industries move towards modern practices, Ksolves’ RollUp Magic emerges as a crucial tool, enabling teams to create rollup summaries for objects with lookup relationships, overcoming the limitations of standard fields. By leveraging Salesforce, sales teams can streamline workflows, enhance cross-department collaboration, and deliver exceptional client experiences. From optimizing deal forecasting to ensuring compliance, Salesforce equips sales professionals with the tools needed to succeed in a rapidly evolving marketplace. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 16, 2024in Salesforce
Salesforce Thematic Personalization
16Aug

Salesforce Thematic Personalization

Thematic Personalization Made Simple with Salesforce Leverage the power of thematic personalization to tailor your messaging and creative assets for each target audience directly within Salesforce. If you’re a Faraday user, integrating thematic personalization predictions into your CRM is a seamless way to elevate your outreach. With predictions accessible in Salesforce, you can shape your content to better resonate with your leads and contacts. This integration helps you understand what appeals to your audience, ensuring your communications are more relevant and impactful—all while working within the tools you already know. It’s an effortless way to enhance personalization and make the most of your data. Step-by-Step Integration Guide Step 1: Connect Your Data SourcesUse the link below to connect Salesforce to Faraday. Alternatively, you can skip this step and upload your data using CSV files to get started.👉 Connect to Salesforce Step 2: Ingest Data into Event StreamsStream your data into Faraday to enable the platform to interpret its meaning. Follow the link below for guidance on setting up event streams to power this template.👉 Ingest Data Step 3: Organize Your Customer DataGroup your data into cohorts—key building blocks in Faraday. These cohorts enable you to predict customer behavior with precision.👉 Define Cohorts Step 4: Declare Your Prediction ObjectivesOnce your cohorts are ready, instruct Faraday to predict the behaviors you care about. Follow the documentation using the link below.👉 Set Prediction Goals Step 5: Build and Deploy Your Personalization PipelineCreate a content personalization pipeline and deploy it to Salesforce to use predictions for shaping creative and messaging.👉 Deploy Content Personalization Step 6: Finalize Deployment to SalesforceComplete your setup by creating a deployment target within Salesforce or, if preferred, export your results as a CSV file.👉 Deploy to Salesforce Why Integrate Thematic Personalization?This integration empowers you to seamlessly incorporate predictive insights into your CRM workflow, enabling more personalized, effective communications. With minimal effort, you can connect with your audience on a deeper level, enhance engagement, and achieve better results. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 16, 2024in Data, Salesforce
GLYNT.AI Launches Net Zero Hero
15Aug

GLYNT.AI Launches Net Zero Hero

GLYNT.AI Launches Net Zero Hero for Salesforce Net Zero Cloud Net Zero Hero Sustainability Data + Net Zero Cloud GLYNT.AI, a leader in providing investor-grade sustainability data, has announced the launch of Net Zero Hero on the Salesforce AppExchange. This new offering enables sustainability and finance teams to access accurate, automated, and audit-ready data on energy, water, waste, and emissions, seamlessly integrated with Salesforce Net Zero Cloud. The service provides data within a week of implementation, with ongoing updates available daily, weekly, or monthly, all without requiring developer resources. Sustainability and finance teams often struggle with capturing, preparing, harmonizing, and validating key sustainability data. Traditionally, this data is buried in invoices and utility bills, making it difficult to extract and harmonize. Many companies rely on manual processes, such as spreadsheets, which can raise concerns during assurance and audit reviews and increase audit costs. There is also a growing pressure to manage sustainability data cost-effectively without expanding headcount. Net Zero Hero from GLYNT.AI addresses these challenges by providing SOC 1 compliant, audit-ready sustainability data. The service covers a wide range of input data, including landlord invoices, data center invoices, sub-billing, summary bills, renewables, utility site logins, vehicle ledgers, and direct emissions data. This comprehensive solution ensures that Salesforce Net Zero Cloud customers receive sustainability data that meets the rigorous standards of financial data preparation. GLYNT.AI leverages advanced AI technology to automate data preparation, drawing on years of experience in sustainability, finance, and data science. The system can deliver initial data in the first week, quickly scaling up to production-grade data services. This automation and customization result in significant cost savings, often exceeding 80% compared to traditional systems. Jeff Stienke, CEO of Third Eye Consulting, a leading Salesforce Summit Partner, expressed enthusiasm for the partnership, highlighting the benefits of automated systems and streamlined implementation. “Net Zero Hero breaks the data bottleneck, bringing costs down and simplifying the deployment of Net Zero Cloud. Our clients have been looking for the expertise in data, sustainability, and finance that GLYNT.AI provides,” Stienke said. Martha Amram, Ph.D., CEO of GLYNT.AI, emphasized the company’s commitment to supporting Salesforce customers in achieving sustainability goals. “Salesforce has a long-standing commitment to sustainability, and we’re excited to add Net Zero Hero data services to Salesforce AppExchange. GLYNT.AI unlocks the sustainability data stream, so that every Salesforce customer can be a force for good, a Net Zero Hero. And looking ahead, we’ve built in audit-readiness and AI-readiness into the offering, delivering Trusted Data for Trusted AI.” GLYNT.AI offers three bundles for Net Zero Hero on the Salesforce AppExchange: A 30-day trial of Net Zero Hero is available, allowing businesses to see their data in Net Zero Cloud within the first week. For more information about Net Zero Hero and to access the AppExchange listing, visit: Net Zero Hero on 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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August 15, 2024in Salesforce Net Zero Cloud
Wiz and FEDRamp
15Aug

Wiz and FEDRamp

Cloud Security Leader Achieves FedRAMP Milestone Faster Than Any Other NEW YORK, NY / ACCESSWIRE / August 15, 2024 – Cloud security pioneer Wiz has announced that its top-rated Cloud-Native Application Protection Platform has achieved FedRAMP® Moderate Authorization, marking it as the fastest company to reach this milestone since its founding. Wiz’s achievement is now officially listed on the FedRAMP Marketplace. This accomplishment highlights Wiz’s dedication to strengthening cybersecurity for U.S. government agencies transitioning to cloud environments. The platform’s effectiveness is already evident, with notable integrations such as the U.S. Navy’s use of Wiz in its COSMOS platform. This integration provides centralized visibility across cloud resources, enhances risk detection, and ensures compliance with DoD requirements. FedRAMP, a government-wide program, standardizes cloud security to facilitate faster adoption by federal agencies. Wiz’s rigorous security assessment and compliance with National Institute of Standards and Technology (NIST) Special Publication 800-53 controls affirm its adherence to federal security standards. As the federal government modernizes its cybersecurity approach, Wiz supports agencies in keeping pace with evolving cloud threats and improving their security posture. “We are thrilled to achieve FedRAMP authorization at such a critical time,” said Assaf Rappaport, Co-Founder and CEO of Wiz. “As the U.S. Federal Government adapts to the modern cybersecurity landscape amidst advancements in cloud technology and AI, Wiz is uniquely positioned to deliver comprehensive risk management across these domains.” Wiz’s platform offers significant operational and security enhancements, including comprehensive visibility through the Wiz Security Graph, targeted risk mitigation, compliance assessment, proactive threat management, and secure AI utilization. For more details about our FedRAMP authorization, visit Wiz’s blog. About Wiz Wiz is a leading provider of cloud security solutions, protecting everything organizations build and operate in the cloud. Established in 2020, Wiz is the fastest-growing software company globally, empowering hundreds of organizations—including 40 percent of the Fortune 100—to identify and mitigate critical cloud risks swiftly. Its clientele includes Salesforce, Slack, Mars, BMW, Avery Dennison, Priceline, Cushman & Wakefield, DocuSign, Plaid, and Agoda, among others. Wiz is supported by major investors such as Andreessen Horowitz, Sequoia, Index Ventures, Lightspeed, Insight Partners, Cyberstarts, Thrive Capital, Greylock, Wellington, Salesforce, Blackstone, Advent, Greenoaks, and Aglaé. For more information, visit Wiz. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 15, 2024in Salesforce
benefits of salesforce flow automation
15Aug

Benefits of Salesforce Flow Automation

Salesforce Flow Automation offers robust tools to streamline operations, enhance productivity, and improve accuracy. Whether you’re new to Salesforce or refining existing workflows, here are five top tips for maximizing the benefits of Salesforce Flow Automation. 1. Define Clear Objectives Before creating any flows, clearly define your automation goals, whether it’s reducing manual data entry, accelerating approval processes, or ensuring consistent customer follow-ups. Having specific objectives will keep your flow design focused and help you measure the impact of your automation. 2. Leverage Pre-Built Flow Templates Salesforce provides a range of pre-built flow templates tailored to common business needs, saving time and effort. Start with these templates and customize them to suit your unique requirements, allowing you to implement efficient solutions without building from scratch. 3. Optimize Decision Elements Decision elements in Salesforce Flow enable branching logic based on set conditions. Use them to direct the flow according to specific criteria, such as routing different approval paths based on deal value or service type. This targeted approach ensures each scenario is handled effectively. 4. Thoroughly Test Before Deployment Testing is a critical part of the automation process. Before launching a new flow, test it in a sandbox environment to catch any issues. Cover a range of scenarios and edge cases to confirm that the flow works as expected, helping avoid disruptions and ensuring a smooth transition into live use. 5. Monitor and Continuously Improve Automation is an evolving process. After deploying flows, monitor their performance to ensure they’re achieving desired outcomes. Use Salesforce’s reporting tools to track metrics like completion rates and processing times. With this data, you can fine-tune your flows to boost efficiency and adapt to changing business needs. By following these tips, you can unlock the full potential of Salesforce Flow Automation, leading to streamlined processes and better business outcomes. Embrace automation to reduce manual work and keep focus on driving core business 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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August 15, 2024in Data, Salesforce, Salesforce Implementation Services, Salesforce Optimization
Copilots in the Workplace
14Aug

Copilots in the Workplace

The Rise of AI-Powered Copilots in the Workplace: The New Age of Office Helpers As more businesses embrace AI tools, the tech world is buzzing with a new kind of office assistant: the AI-powered copilot. These digital sidekicks are here to revolutionize how we interact with information—think of them as the high-tech, caffeine-free version of your office buddy who always knows where the stapler is. Copilots in the Workplace are here. AI-powered copilots use large language models (LLMs) to help users wade through vast amounts of data, often with the grace of a caffeinated librarian. By facilitating conversations instead of requiring precise queries, these tools let you ask for help without needing to channel your inner tech wizard. Hugo Sarrazin, Chief Product and Technology Officer at UKG, points out that many of these AI copilots are essentially “search functions dressed up in a snazzy new outfit.” UKG’s own digital assistant, UKG Bryte, made its debut last November—just in time to help you find out why your vacation request hasn’t been approved yet. These AI assistants offer an enhanced chatbot experience by understanding a wide range of queries through generative AI. Imagine asking your chatbot, “Hey, what’s the deadline for open enrollment?” and getting a response that doesn’t involve translating your question into a techie dialect. “Generative AI isn’t stuck on keywords and rigid queries. It’s like a magic eight ball with a PhD,” Sarrazin explains. Traditional systems often force users through pre-set menus and workflows—kind of like a bureaucratic maze—but copilots let you skip the detours and get straight to the point. With AI copilots, you can ask in plain language and receive useful answers without needing to consult a human. Picture this: an HR chatbot that knows exactly what the per diem is for your conference, or which days you’re free for the next company holiday—like having a personal assistant who never needs a coffee break. Salesforce employees, for instance, are getting a taste of this futuristic help with their Einstein copilot. Since the introduction of Einstein, Salesforce has seen an uptick in productivity and a drop in mundane tasks. Nathalie Scardino, Salesforce’s Chief People Officer, says the company has been working to seamlessly integrate AI tools into daily workflows—because nothing says “we care” like a virtual assistant who understands your workload better than you do. After Salesforce acquired Slack in 2020, the Einstein-powered Slack app launched in February. This tool helps with scheduling, document summarization, and general inquiries, effectively turning your to-do list into a “done” list. Research showed that desk workers spend 41% of their time on tasks that aren’t exactly rocket science, and Einstein is here to tackle those chores. Scardino and Salesforce’s CIO, Juan Perez, have been busy ensuring that AI tools fit perfectly into the company’s workflow. Einstein is also making waves in HR by integrating with Basecamp, Salesforce’s hub for employee info. This integration has answered over 88,000 queries and cut resolution times from two days to just 30 minutes—making it the office hero you didn’t know you needed. “The big win here is bringing all those disparate systems together and making information accessible without needing a PhD,” Scardino quips. “No more hopping between six systems just to find out about your healthcare benefits.” In this brave new world of AI-assisted work, copilots like Einstein are proving that getting the right information quickly is no longer a sci-fi dream. They’re here to make our office lives smoother, smarter, and a little less dependent on those old-fashioned human helpers. 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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August 14, 2024in Generative AI
The Role of Data to Harness AI
13Aug

The Role of Data to Harness AI

Harnessing AI for Enhanced Sales and Service: The Role of Data Organizations are racing to leverage AI to enhance their sales and service experiences. The Role of Data to Harness AI cannot be underestimated. However, great AI solutions rely on quality data. Traditionally, companies have managed structured data—neatly organized into rows and columns, such as customer engagement data from CRM systems. But businesses also hold a wealth of unstructured data in formats like documents, images, audio, and video recordings. This unstructured data can be highly valuable, offering deeper AI insights that are more accurate and comprehensive, grounded in real customer interactions. Yet, many organizations struggle to effectively access, integrate, and utilize their unstructured data to gain a holistic customer view. With advancements in large language models (LLMs) and generative AI, organizations can now bridge this gap. To succeed in the AI era, companies need to develop integrated, federated, intelligent, and actionable solutions across all customer touchpoints while managing complexity. Leveraging Unstructured Data for Superior AI Performance For instance, when a customer seeks help with a recent purchase, they typically start with a company’s chatbot. To ensure a relevant and positive experience, the chatbot must be informed by comprehensive customer data, including recent purchases, warranty details, and past interactions. Additionally, the chatbot should draw on broader company data, such as insights from other customers and internal knowledge base articles. This data can be spread across structured databases and unstructured files, like warranty contracts or knowledge articles. Accessing and utilizing both types of data is crucial for a satisfying interaction. The key to accurate AI responses is augmenting LLMs with both real-time structured and unstructured data from within a company’s systems. An effective approach is Retrieval Augmented Generation (RAG), which combines proprietary data with generative AI to enhance contextuality, timeliness, and relevance. Ensuring Relevance Across Scenarios A unified view of customer data—both structured and unstructured—provides the most relevant information for any situation. For example, financial institutions can leverage this comprehensive data to offer real-time market insights tailored to individual banking needs, providing actionable advice based on current information. Companies are increasingly exploring RAG technology to improve internal processes and deliver precise, up-to-date information to employees. This approach enhances contextual assistance, personalized support, and decision-making efficiency across the organization. The Role of Data to Harness AI Preparing Data for AI: Key Steps By addressing these areas, organizations can harness the full potential of AI, transforming customer interactions and enhancing service efficiency. Talk to Tectonic today if your data is ina disarray. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 13, 2024in Generative AI
Qwary Salesforce Integration
13Aug

Qwary Salesforce Integration

Qwary Enhances Customer Insights with New Salesforce Integration HERNDON, Va., Aug. 13, 2024 /PRNewswire/ — While surveys have long been a staple for gathering customer feedback, data entry often poses a challenge in obtaining comprehensive insights. Qwary’s new Salesforce integration aims to resolve this issue by enabling seamless data transfer and synchronization between the two platforms. This integration allows teams to consolidate customer information into a single hub, providing real-time visibility and enhancing strategic planning and collaboration. Key features include creating email campaigns, importing contacts, mapping survey results, and automating event-based workflows. What Is Qwary’s Salesforce Integration? Qwary’s Salesforce integration is designed to streamline the analysis of Salesforce survey data, offering a more efficient way to understand customer interactions with your brand. By integrating survey feedback with CRM data, this tool helps you quickly adapt your products and services to meet evolving customer needs. It tracks customer journeys, collects feedback, and reveals pain points, enabling you to deliver tailored solutions. Benefits of Using Qwary’s Salesforce Integration Qwary’s integration offers several notable benefits: Automate Feedback Collection The integration automates the feedback collection process by triggering surveys at strategic points in the customer lifecycle. This allows your team to act swiftly to foster engagement and generate leads. Gain Actionable Insights Seamlessly integrating with Salesforce CRM, Qwary scores, analyzes, and enriches customer data, helping your team identify emerging trends and seize opportunities for personalization and customer development. Synchronize Data Automatically With Qwary’s integration, your contact data is consolidated into a single, reliable source of truth. Whether you’re using Salesforce or Qwary, automated data synchronization ensures consistency and provides real-time updates. Collaborate Effectively The integration promotes effective teamwork by sharing data between Salesforce and Qwary, enabling your team to solve problems collaboratively and refine strategies to boost customer retention. Key Capabilities Qwary’s Salesforce integration excels in managing customer feedback, automating workflows, and consolidating contact data: Salesforce Workflow Automation The integration simplifies scheduling and automating survey triggers, eliminating manual processes. Surveys can be initiated via email or following significant events, with responses seamlessly mapped into Salesforce. This creates a comprehensive view of customer behavior, helping your team act on insights, strengthen connections, and enhance satisfaction. Contact Data Importation Qwary facilitates quick access to Salesforce contacts, providing a holistic view of your customer base. The integration streamlines contact data importation and updates, eliminating manual data entry and speeding up data management. Potential Business Impacts By combining automation, synchronization, and data consolidation with a user-friendly interface, Qwary’s Salesforce integration enhances your sales team’s ability to collect and leverage customer feedback. Immediate access to comprehensive consumer insights allows your business to respond promptly to customer needs, improving satisfaction and loyalty. Real-time data aggregation helps your company adapt quickly and refine offerings to exceed customer expectations. Stay Ahead with Qwary’s Salesforce Integration Qwary continuously updates its solutions to meet the evolving needs of businesses focused on customer engagement. Leveraging automation, synchronization, and advanced analytics through an accessible platform, Qwary’s Salesforce integration empowers your team to enhance offerings and connect with customers efficiently. By optimizing the use of survey data and Salesforce feedback, Qwary keeps your business at the forefront of market trends, enabling you to consistently delight your customers. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 13, 2024in Generative AI, Marketing Automation, Salesforce Data Cloud, Salesforce Einstein, Salesforce Implementation Services, Salesforce Managed Services, Salesforce Marketing Automation, Salesforce Optimization, Salesforce Personalization
Impact on Salesforce Org During Maintenance
13Aug

Impact on Salesforce Org During Maintenance

Salesforce Maintenance and Instance Refresh FAQs In addition to the three major releases each year, Salesforce continuously enhances our application infrastructure to better serve our customers. Impact on Salesforce Org During Maintenance. We post scheduled maintenance details on trust.salesforce.com, which provides a forward 12-month view. To minimize the impact of maintenance windows, we have implemented read-only capabilities, allowing customers to view their data even during maintenance. Here are some frequently asked questions about how Salesforce maintenance might affect your org. Please note that actions may be required on your part. Frequently Asked Questions Impact on Salesforce Org During Maintenance Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 13, 2024in Salesforce
Everyone Is Implementing AI
12Aug

Everyone Is Implementing AI

AI is undoubtedly a generational change in software, with its full trajectory still unpredictable. There is a perceived divide between the “Haves” and “Have Nots.” Companies like OpenAI, Microsoft, and Databricks are seen as understanding AI’s potential, with Nvidia providing the necessary hardware support. Many hot start-ups are Gen AI native, continuing to attract unicorn valuations. Meanwhile, several SaaS leaders appear to be lagging behind. We say, Everyone Is Implementing AI. Marc Benioff stated in their latest quarterly call: “Now, we’re working with thousands of customers to power generative AI use cases with our Einstein Copilot, our prompt builder, our Einstein Studio, all of which went live in the first quarter. And we’ve closed hundreds of copilot deals since this incredible technology has gone GA. And in just the last few months, we’re seeing Einstein Copilot develop higher levels of capability. We are absolutely delighted and cannot be more excited about the success that we’re seeing with our customers with this great new capability.” Everyone Is Implementing AI However, it remains unclear whether simply adding AI to classic B2B SaaS products accelerates growth. Despite significant investments in AI, companies like Salesforce, Asana, and ZoomInfo are growing at less than 10% annually. The main point is that while “AI Washing” might impress some investors, AI must significantly accelerate revenue growth to achieve more than market parity. It is essential to see how AI can add real value and integrate it effectively. But AI alone may not be a growth accelerant. Everyone Is Implementing AI Recent data from Emergence Capital shows that 60% of VC-backed SaaS companies have already released GenAI features, with another 24% planning to do so. Achieving “AI Parity” is crucial, but simply adding GenAI features may not be disruptive in the B2B space. Companies must go further to stand out, despite the challenges. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 12, 2024in Generative AI

Salesforce and AdvoLogix

SUGAR LAND, Texas, Aug. 12, 2024 /PRNewswire/ — AdvoLogix, a leader in legal technology, is excited to announce its groundbreaking Legal Assistant AI, a comprehensive suite of AI tools designed specifically for the legal industry. Law firms face mounting pressure to deliver exceptional client service while managing rising costs and complexities. This innovative solution seamlessly integrates with Salesforce, automating tasks and leveraging the power of AI to streamline law firm operations while ensuring security with its Trust and Safety Layer. Our AI’s Trust and Safety Layer, ensures that law firms can trust our technology to protect sensitive information. AdvoLogix Legal Assistant AI significantly enhances daily workflows with advanced capabilities such as document automation, financial management, client and matter intake, case management, and workflow optimization. Customizable based on unique data sets, these AI agents can be tailored to meet the specific needs of any legal organization. For example, law firms can create AI agents to address the nuanced requirements of particular clients or specialized areas of practice. The AI’s Trust and Safety Layer ensures secure data retrieval, grounding, prompt defense, and compliance, providing law firms with the confidence that their sensitive information is protected. By embedding these tools directly into the Salesforce platform, AdvoLogix delivers a powerful, integrated solution that leverages the power of AI in the context of daily law firm operations. Leveraging SALI Tags for Enhanced Data Management One of the standout features of the AdvoLogix Legal Assistant AI is its integration with the SALI (Standards Advancement for the Legal Industry) taxonomy. By leveraging Salesforce workflows, attorneys can quickly and accurately tag matters with SALI tags, enabling data-driven insights and improved matter management. This seamless integration ensures that valuable data is captured and utilized effectively to inform strategic decisions. Customizable AI Models for Tailored Legal Support AdvoLogix offers fine-tuned AI models specifically trained for legal activities. These models can be easily integrated into Salesforce workflows to automate tasks such as record and document retrieval, document summarization, and system data queries. Additionally, these AI models have the capability to ask and receive answers to general or specific legal questions on any topic, all from the perspective of an attorney. By leveraging the power of AI within the familiar Salesforce environment, legal professionals can focus on higher-value activities while the AI handles routine tasks. Some features are currently available in controlled release. A Commitment to Security and Accuracy “By embedding our AI capabilities into Salesforce workflows, we’ve developed a robust solution that allows legal professionals to benefit from AI services that are safe and highly efficient during normal work activities. Our AI’s Trust and Safety Layer, featuring secure data retrieval, grounding, prompt defense, and more, ensures that law firms can trust our technology to protect sensitive information. This focus on security, accuracy, and compliance is crucial for modern legal practices,” said Jonathan Reed, CEO of AdvoLogix. Experience the Future of Legal AI at ILTACON 2024 Visit AdvoLogix at Booth #346 to see live demonstrations of our Legal Assistant AI capabilities and discover how they can transform your firm’s operational efficiency. Our experts will be available to answer your questions and provide tailored insights into how our AI solutions can enhance your legal workflows and financial management. About AdvoLogix Founded in 2006, AdvoLogix is a premier provider of AI-driven technology solutions, helping businesses in the legal technology sector and beyond streamline operations, reduce costs, and improve productivity. With a broad range of native integrations that seamlessly integrate with Salesforce, AdvoLogix delivers measurable gains in productivity and efficiency. For more information, visit www.advologix.com and follow AdvoLogix on LinkedIn @AdvoLogix. Media Contact:Marketing [email protected] Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 12, 2024in Salesforce
Salesforce Text Messaging
12Aug

Salesforce Text Messaging

Salesforce Text Messaging: Boost Customer Engagement Directly from Your CRM In this insight, we’ll explore why Salesforce SMS is a powerful tool for your business, how to make your SMS campaigns stand out, and how to send messages through Salesforce with minimal technical complexity. Salesforce Text Messaging. What is Salesforce Text Messaging? Salesforce SMS is a feature that enables users to send SMS messages directly from Salesforce. By integrating SMS with Salesforce, businesses can communicate efficiently with their customers, enhancing engagement and streamlining operations. Benefits and Use Cases of Salesforce SMS Effective customer engagement is crucial for every business, and Salesforce SMS offers an efficient way to connect with your audience. Here are some of the top advantages: 1. Enhanced Customer Engagement SMS boasts a 99% open rate, making it one of the most effective communication channels. Salesforce SMS helps businesses: 2. Real-Time Communication Timely communication is essential in customer service. Salesforce SMS enables businesses to send relevant, real-time information such as: 3. Automation and Efficiency Salesforce SMS allows for automated messaging, saving time and reducing errors. Benefits include: 4. Personalized SMS Messaging Leverage customer data in Salesforce to create personalized, targeted messages that resonate with recipients. Use Salesforce SMS to: 5. Employee Ease of Use Integrating SMS into Salesforce means employees can manage communication through a familiar platform. Benefits include: Additional Advantages of SMS in Salesforce Best Practices for Salesforce SMS Campaigns To ensure successful SMS campaigns, follow these best practices: 1. Obtain Explicit Consent It’s important to get clear consent from customers before sending SMS messages. This builds trust and ensures compliance with regulations like TCPA in the U.S. and GDPR in the EU. 2. Make Opt-in Easy Simplify the process for customers to opt-in and clarify the types and frequency of messages they will receive. 3. Provide Opt-out Options Make it easy for customers to unsubscribe at any time to maintain trust. 4. Use Clear Calls to Action (CTA) Each SMS should guide the recipient on what to do next, using actionable language such as “Click here” or “Buy now” to prompt immediate responses. 5. Monitor and Analyze Performance Regularly assess the success of your campaigns by tracking key metrics like open rates and opt-outs. Use A/B testing to optimize performance and customer feedback to refine your approach. LINK Mobility Integration with Salesforce SMS LINK Mobility‘s SMS integration (one Salesforce SMS tool) enhances your Salesforce SMS campaigns with powerful features: Enhance Customer Engagement and Efficiency with Salesforce SMS Salesforce SMS enables businesses to engage customers in real-time, enhancing relationships and operational efficiency. Whether sending order updates, appointment reminders, or personalized promotions, Salesforce SMS creates a strong foundation for meaningful communication with your customer base. Need help with Salesforce SMS? If you’re looking for assistance in configuring SMS within Salesforce or need expert guidance, Tectonic is here to help you maximize the benefits of SMS integration for your business. Contact us 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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August 12, 2024in Data, Salesforce
Rubrick and Salesforce
11Aug

Rubrick and Salesforce

According to Gartner®, by 2028, 75% of enterprises will view the backup of SaaS applications as a critical necessity, up from just 15% in 2024. Salesforce, a key CRM tool for many of the world’s largest organizations, plays a pivotal role in driving business operations and accelerating revenue growth. Given its central role as the single source of truth for many financial applications, Salesforce users must safeguard against costly downtime caused by accidental errors or cyber events, which can have a cascading impact on interconnected systems. To support these organizations, Rubrik is launching Salesforce Data Protection. Rubrik’s Data Protection Capabilities The new Salesforce Data Protection solution by Rubrik leverages robust security features from Rubrik Security Cloud—a unified platform that integrates data protection across SaaS, cloud, and on-premises environments. This advanced offering builds on Rubrik’s existing data protection solutions for SaaS tools like M365 and Jira. Key Features of Rubrik’s Salesforce Data Protection: Rubrik’s Salesforce Data Protection is now available on the AppExchange and will be showcased at Dreamforce 2024, scheduled for September 17-19 in San Francisco. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 11, 2024in Salesforce
AI Adoption Rates
11Aug

AI Adoption Rates

Businesses Eager to Embrace AI, Yet Concerned About Trust, Data, and Ethics in AI Adoption Rates As AI adoption rates are projected to surge, only 10% of people currently have full trust in AI for making informed decisions. According to Salesforce’s latest research, nearly half of customer service teams, over 40% of salespeople, and a third of marketers have fully integrated AI to enhance their work. However, 77% of business leaders express concerns about trusted data and ethics that could potentially stall their AI initiatives. The “Trends in AI for CRM” report highlights that companies fear missing out on the benefits of generative AI if the data supporting large language models (LLMs) is not based on their own reliable customer records. Additionally, respondents are worried about the lack of clear company policies governing the ethical use of AI and the complex landscape of LLM vendors, with 80% of companies currently using multiple models. Data Trust Issues Stymie AI Progress Despite expectations for a dramatic increase in AI adoption, only 10% of individuals fully trust AI to make informed decisions. The report reveals that 59% of organizations lack unified data strategies essential for ensuring AI reliability and accuracy. While 80% of employees using AI at work report increased productivity—a key driver for rapid AI adoption—only 21% of surveyed workers said their company has established clear policies on approved AI tools and use cases. Many employees, undeterred by the absence of formal policies, continue to use unapproved (55%) or explicitly banned (40%) tools. Furthermore, 69% of respondents noted that their employers have not provided training on AI usage. Critical Focus Areas: Trust, Data Security, and Transparency The report also underscores that 74% of the general public is concerned about the unethical use of AI. Companies that emphasize end-user control are better positioned to build customer trust in their AI strategies, with 56% of survey respondents expressing openness to AI under these conditions. Key factors for deepening trust in AI include increased visibility into AI use, human validation of outputs, and enhanced user control. “This is a pivotal moment as business leaders across various industries look to AI to drive growth, efficiency, and customer loyalty,” said Clara Shih, CEO of Salesforce AI. “Success with AI requires more than just deploying LLMs. It demands trusted data, user access control, vector search capabilities, audit trails, citations, data masking, low-code builders, and seamless UI integration to truly succeed,” Shih added. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 11, 2024in Generative AI

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