Salesforce - gettectonic.com - Page 29
Salesforce Query Builder
07Aug

Salesforce Query Builder

Salesforce Query Builder Effortlessly Build SOQL Queries for Salesforce Objects with Salesforce Query Builder. The Salesforce Query Builder is a powerful Chrome extension that simplifies the creation of SOQL (Salesforce Object Query Language) queries for administrators, developers, and power users. This tool addresses the common challenge of building complex queries directly within your Salesforce environment, eliminating the need for external tools. Key Features and Benefits Seamless Integration: The Query Builder works directly within your Salesforce tabs, streamlining your workflow by removing the need to switch between apps or browser windows. This integration ensures better productivity without disruption. User-Friendly Interface: Its intuitive design makes query building easy for users at any skill level. A step-by-step process walks you through selecting objects, fields, and applying filters, reducing the complexities of SOQL syntax. Dynamic Object and Field Selection: The extension automatically fetches and displays available Salesforce objects and fields, saving time and minimizing errors by using up-to-date schema information. Real-Time Query Generation: As you choose objects, fields, and filters, the extension generates the SOQL query in real-time. This live feedback helps you understand the structure of the query, allowing for quick adjustments. Secure Authentication: Using your existing Salesforce session, the Query Builder ensures your credentials remain secure. It doesn’t store or transmit sensitive information, maintaining the integrity of your data. Flexible Filtering: Easily add WHERE clauses to filter data based on specific criteria, making it simple to focus on the data subsets you need. Copy to Clipboard: With one click, copy the generated SOQL query to your clipboard for easy use in other tools, development environments, or for sharing with teammates. Field Search: For objects with many fields, the search function helps you quickly locate the fields you need, reducing time spent scrolling. Lightweight and Fast: As a browser extension, the Query Builder is lightweight, requiring no installation on your Salesforce instance, ensuring fast performance without impacting your org. Cross-Domain Support: The tool supports multiple Salesforce domains (salesforce.com, force.com, cloudforce.com), providing a consistent experience across different environments. Why You Should Install It Time-Saving: The Query Builder dramatically reduces the time spent constructing SOQL queries, especially for complex objects or unfamiliar schemas. Error Reduction: By providing a visual interface, the tool minimizes syntax errors that can occur when manually writing SOQL queries. Learning Tool: Ideal for those new to SOQL, the Query Builder helps users understand query structure and best practices through its interactive design. Increased Productivity: With seamless Salesforce integration, you can generate queries quickly without disrupting your workflow. Accessibility: The tool empowers users who may not be comfortable writing SOQL manually, making advanced querying capabilities accessible to a wider range of Salesforce users. Consistency: It encourages consistent query-building practices across teams, making collaboration and sharing of queries easier. No Setup Required: As a browser extension, it requires no changes to your Salesforce org, making it perfect for admins or developers working across multiple orgs or with limited customization permissions. By installing the Salesforce Query Builder, you gain a valuable tool for your daily Salesforce tasks. Whether you’re a developer needing to prototype queries, an admin exploring data relationships, or a business analyst needing custom views, this tool simplifies interacting with your Salesforce data. With its combination of ease of use, security, and powerful features, it’s an essential addition to any Salesforce professional’s toolkit. 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 7, 2024in Data, Salesforce
Read AI Salesforce Integration
06Aug

Read AI Salesforce Integration

Last month, Read AI announced the launch of its integration with HubSpot, and today the company continues its momentum in the CRM space by announcing support for 1-click connections to Salesforce. Salesforce, the leading name in CRM software, is widely adopted across virtually every industry. Read AI users can now sync their Meeting Reports directly to corresponding records within their Salesforce instance, either automatically or manually. After a meeting measured by Read AI, this integration will automatically connect any Contacts, Leads, Accounts, and Opportunities within Salesforce that are related to the external participants who attended the call. Read AI will sync Meeting Report summaries, action items, key questions, and other meeting data directly to those records, providing a comprehensive view of meeting content and progress without leaving Salesforce. This eliminates the need to spend hours updating opportunities. With Read AI, Opportunities are more up-to-date and comprehensive than anything manually written. The integration operates in the background, automatically. For those who prefer not to automatically sync Meeting Reports into Salesforce, Automatic Syncing can be turned off in Integration Settings, allowing individual push of Meeting Reports to Salesforce. To ensure historical Meeting Reports are synced to Salesforce, users can backfill Meeting Report data with one click using the ‘Sync past meetings’ button in Salesforce Integration Settings. For individual sellers, this integration removes the need to block out time to update contacts and opportunities, as Read AI automatically makes those updates. Sales Managers will no longer need to chase down sellers to update their opportunities in Salesforce, allowing more focus on sales strategy with the most complete and timely insights from SFDC. This integration promises a significant boost in productivity for users of both Read AI and Salesforce. Users no longer need to take notes during important sales calls and can easily find meeting details within Salesforce. Read AI empowers sellers to close deals while handling the administrative tasks to ensure opportunities are accurate and updated. 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 6, 2024in Salesforce
July Changes to Preference Center
05Aug

July Changes to Preference Center

Privacy Center Update What’s the July Changes to Preference Center? Starting in July 2024, the Privacy Center app within the core platform now supports retention features. July Changes to Preference Center introduces a new Hyperforce-based retention store, allows for retention testing in sandboxes, and offers the option to mask data during retention. The new Hyperforce-based retention store can be provisioned using the core Privacy Center app, eliminating the need for Heroku or the Privacy Center managed package. The rollout of this new retention capability will be phased across regions, initially launching in Germany, Australia, and America East. You can spin up a retention store once it’s available in your region. For more details, refer to the Privacy Center’s Hyperforce-Based Retention Store FAQ. What action do I need to take? What if I don’t take any action? You can continue using the legacy Privacy Center app (managed package version) for data retention, but it will no longer be enhanced and will remain in maintenance mode. Heroku can still be used for managing data retention policies until the end of your contract. Where can I learn more about this upcoming change? Review the Privacy Center’s Hyperforce-Based Retention Store FAQ for more information. 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 5, 2024in Hyperforce
July Changes to Marketing Cloud
04Aug

July Changes to Marketing Cloud Growth

You now have access to the new Marketing app, which includes the latest version of Marketing Cloud Growth. This new app replaces the previous Marketing app, now named Marketing (Original). July Changes to Marketing Cloud Growth. What do I need to do – July Changes to Marketing Cloud? To access the new Marketing app, open the App Launcher and select Marketing. For all accounts provisioned prior to Summer ’24, the new Marketing app will be created and it will maintain most of the settings from the Marketing (Original) app. It includes access to all your campaigns and reports. However, you must reconfigure the user access and recreate the customizations that you want to keep. After finishing the setup of the new Marketing app, remove user access to the Marketing (Original) app to avoid using outdated tools. The new Marketing app retains most settings from the Marketing (Original) app, including access to all your campaigns and reports. However, you will need to reconfigure user access and recreate any customizations you want to keep. Learn more in Help. After setting up the new Marketing app, remove user access to the Marketing (Original) app to avoid using outdated tools. Why is this change happening? Beginning Summer ’24 release, Marketing Cloud Growth customers will have access to a new Marketing app. This app replaces the previous Marketing app for Marketing Cloud Growth, which will be renamed Marketing (Original). Newly provisioned accounts will have the Marketing app only.We’ve improved the back end to provide a more streamlined user experience. What if I don’t take action? We will eventually stop supporting the Marketing (Original) app, which may impact your business. Further details will be announced later. How can I get more information? If you have questions regarding the changes to the Marketing app, contact Salesforce Customer Support. 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 4, 2024in Salesforce Marketing Cloud, Salesforce Optimization
Ask ChatGPT Vision Action
04Aug

Ask ChatGPT Vision Action

Enhance Your Workflow with the Ask ChatGPT Vision Action Extend the use of artificial intelligence in your daily operations by leveraging the Ask ChatGPT Vision action. This feature allows ChatGPT to analyze images attached to your Salesforce records and apply its insights directly to your workflows. The action is compatible with ChatGPT models that accept image input. How to Use the Ask ChatGPT Vision Action: Create a Macro for Repeated Use: To streamline usage, create a Macro with preconfigured prompts and result fields. Assign the macro to users or profiles to ensure consistent use of the Ask ChatGPT Vision action. Examples: Object Prompt Result Field Case Determine if the image content matches this description: “{!Description}”. Answer “Yes” or “No”. Custom picklist field ‘Attachment matches description’ with values Yes and No Use Cases: For example, use the Ask ChatGPT Vision action to verify if attachments in Cases align with the case’s subject and description. If an attachment matches, automatically route the case to a support agent; otherwise, flag it for review. Expand Your Options: For more flexibility, you can create custom classes and actions to integrate additional data sources or automate further tasks based on ChatGPT’s responses. Explore options like sending emails, creating tasks, or updating records with the information retrieved. For more details on using ChatGPT and managing data privacy, please refer to OpenAI’s website. 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 4, 2024in Salesforce
Education Cloud Program Objects
03Aug

Education Cloud Program Objects

Use program objects to track how your learning offerings are structured and administered, and what they require for enrollment and completion. Education Cloud Program Objects let you customize all your programs for ease of use. Programs can be degree or credential programs, academic support programs, recreational programs, continuing education, and more. We use the same architectural building blocks to model each of them in Education Cloud. A Sample Degree Program Offering See an example of how Education Cloud objects represent a program offering. The Biological Sciences Department at Astro University offers an undergraduate Biology degree. This degree program is represented with these objects. To earn the B.S. Biology degree, students complete a sequence of study defined in the university’s course catalog. These high-level requirements for the degree are organized using the learning program plan object. For the student cohort enrolling in the 2023–2024 academic year, a learning program plan record named Biology Catalog Year 2023–2024 represents the set of requirements in effect at that time. When Astro University finalizes its catalog for the next academic year, requirements likely changed slightly and are captured in another Program Plan record named Biology Catalog Year 2024–2025. The learning program plan object represents a general set of requirements. The learning program plan requirement object represents the specific requirements, such as required courses, thesis work, or an internship. To help organize your programs, we recommend that you create accounts for each department or college in your institution. Then, when you create records, assign them to the appropriate account. Manage your program offerings with the Academic Operations app. 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 3, 2024in Salesforce, Salesforce Education Cloud
State of AI
03Aug

State of AI

With the Dreamforce conference just a few weeks away, AI is set to be a central theme once again. This week, Salesforce offered a preview of what to expect in September with the release of its “Trends in AI for CRM” report. This report consolidates findings from several Salesforce research studies conducted from February last year to April this year. The report’s executive summary highlights four key insights: The Fear of Missing Out (FOMO) An intriguing statistic from Salesforce’s “State of Data and Analytics” report reveals that 77% of business leaders feel a fear of missing out on generative AI. This concern is particularly pronounced among marketers (88%), followed by sales executives (78%) and customer service professionals (73%). Given the continued hype around generative AI, these numbers are likely still relevant or even higher as of July 2024. As Salesforce AI CEO Clara Shih puts it: “The majority of business executives fear they’re missing out on AI’s benefits, and it’s a well-founded concern. Today’s technology world is reminiscent of 1998 for the Internet—full of opportunities but also hype.” Shih adds: “How do we separate the signal from the noise and identify high-impact enterprise use cases?” The Quest for ROI and Value The surge of hype around generative AI over the past 18 months has led to high expectations. While Salesforce has been more responsible in managing user expectations, many executives view generative AI as a cure-all. However, this perspective can be problematic, as “silver bullets” often miss their mark. Recent tech sector developments reflect a shift toward a longer-term view of AI’s impact. Meta’s share price fell when Mark Zuckerberg emphasized AI as a multi-year project, and Alphabet’s Sundar Pichai faced tough questions from Wall Street about the need for continued investment. State of AI Shih notes a growing impatience with the time required to realize AI’s value: “It’s been over 18 months since ChatGPT sparked excitement about AI in business. Many companies are still grappling with building or buying solutions that are not overly siloed and can be customized. The challenge is finding a balance between quick implementation and configurability.” She adds: “The initial belief was that companies could just integrate ChatGPT and see instant transformation. However, there are security risks and practical challenges. For LLMs to be effective, they need contextual data about users and customers.” Conclusion: A Return to the Future Shih likens the current AI landscape to the late 90s Internet boom, noting: “It’s similar to the late 90s when people questioned if the Internet was overhyped. While some investments will not pan out, the transformative potential of successful use cases is enormous. Just as with the Internet, discovering the truly valuable applications of AI may require experimentation and time. We are very much in the 1998 moment for AI now.” 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 3, 2024in Generative AI
AI for Consumers and Retailers
02Aug

AI for Consumers and Retailers

Before generative AI became mainstream, tech-savvy retailers had long been leveraging transformative technologies to automate tasks and understand consumer behavior. Insights from consumer and future trends, along with predictive analytics, have long guided retailers in improving customer experiences and enhancing operational efficiency. AI for Consumers and Retailers improved customer experiences. While AI is currently used for personalized recommendations and online customer support, many consumers still harbor distrust towards AI. Salesforce is addressing this concern by promoting trustworthy AI with human oversight and implementing powerful controls that focus on mitigating high-risk AI outcomes. This approach is crucial as many knowledge workers fear losing control over AI. Although people trust AI to handle significant portions of their work, they believe that increased human oversight would bolster their confidence in AI. Building this trust is a challenge retailers must overcome to fully harness AI’s potential as a reliable assistant. So, where does the retail industry stand with AI, and how can retailers build consumer trust while developing AI responsibly? AI for Consumers and Retailers Recent research from Salesforce and the Retail AI Council highlights how AI is reshaping consumer behavior and retailer interactions. AI is now integral to providing personalized deals, suggesting tailored products, and enhancing customer service through chatbots. Retailers are increasingly embedding generative AI into their business operations. A significant majority (93%) of retailers report using generative AI for personalization, enabling customers to find products and make purchases faster through natural language interactions on digital storefronts and messaging apps. For instance, a customer might tell a retailer’s AI assistant about their camping needs, and based on location, preferences, and past purchases, the AI can recommend a suitable tent and provide a direct link for checkout and store collection. As of early 2024, 92% of retailers’ investments were directed towards AI technology. While AI is not new to retail, with 59% of merchants already using it for product recommendations and 55% utilizing digital assistants for online purchases, its applications continue to expand. From demand forecasting to customer sentiment analysis, AI enhances consumer experiences by predicting preferences and optimizing inventory levels, thereby reducing markdowns and improving efficiency. Barriers and Ethical Considerations Despite its promise, integrating generative AI in retail faces significant challenges, particularly regarding bias in AI outputs. The need for clear ethical guidelines in AI use within retail is pressing, underscoring the gap between adoption rates and ethical stewardship. Strategies that emphasize transparency and accountability are vital for fostering responsible AI innovation. Half of the surveyed retailers indicated they could fully comply with stringent data security standards and privacy regulations, demonstrating the industry’s commitment to protecting consumer data amidst evolving regulatory landscapes. Retailers are increasingly aware of the risks associated with AI integration. Concerns about bias top the list, with half of the respondents worried about prejudiced AI outcomes. Additionally, issues like hallucinations (38%) and toxicity (35%) linked to generative AI implementation highlight the need for robust mitigation strategies. A majority (62%) of retailers have established guidelines to address transparency, data security, and privacy concerns related to the ethical deployment of generative AI. These guidelines ensure responsible AI use, emphasizing trustworthy and unbiased outputs that adhere to ethical standards in the retail sector. These insights reveal a dual imperative for retailers: leveraging AI technologies to enhance operational efficiency and customer experiences while maintaining stringent ethical standards and mitigating risks. Consumer Perceptions and the Future of AI in Retail As AI continues to redefine retail, balancing ethical considerations with technological advancements is essential. To combat consumer skepticism, companies should focus on transparent communication about AI usage and emphasize that humans, not technology, are ultimately in control. Whether aiming for top-line growth or bottom-line efficiency, AI is a crucial addition to a retailer’s technology stack. However, to fully embrace AI, retailers must take consumers on the journey and earn their trust. 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 2, 2024in Generative AI
AI and Productivity
02Aug

AI and Productivity

AI and Productivity. Agencies and brands often find themselves tangled in tasks that don’t add much value. Enter AI—a tool that might just bring some much-needed order to this chaos. AI won’t eliminate the intensity of agency life, but it can transform that intensity into something valuable.. Grace Meldrum from Salesforce has some ideas on how AI can streamline operations. Imagine working at or with an agency. For many marketers, it’s a rollercoaster ride. On a good day, it’s all about creativity and pushing boundaries. On a bad day, it’s chaotic and stressful. Stephen Quinn, CEO of Atomic, recently likened it to “air traffic control”—only with more turbulence. Campaigns are constantly taking off, changing direction, and landing in unexpected places. With marketing budgets slashed by 15% over the past year, making the most of these moments is crucial for agencies—it can mean the difference between landing new clients or losing key accounts. Fortunately, progress is on the horizon. Emerging AI tools are set to make life easier for agencies and their brand partners. Communication platforms have already improved global team connectivity, and integration with other apps has facilitated smooth cross-functional work. Now, AI is ready to take things to the next level. Powered by AI – AI and Productivity In a world where time is always running short—whether it’s a looming deadline, a product launch, or a quarter-end—AI can help reclaim those precious hours. Many of us find ourselves bogged down with repetitive tasks that don’t really add value. Here’s where AI steps in. Take recent experience coordinating a world tour event. The event was a complex puzzle of moving parts. While oversight was crucial, keeping track of every detail manually would have been impossible. Enter AI. Using Slack’s AI-driven recap and thread summary tools, we received daily updates highlighting key insights and decisions. It was a game-changer. We didn’t have to dig through endless emails or ask agencies to provide recaps. AI saved us a whopping 373 minutes of reading time—over six hours that we could reinvest into delivering an exceptional event. Multiply those savings across teams, and the impact of AI becomes even more apparent. Keeping It Human While AI can boost efficiency, it’s not here to replace creativity. Sam Pepper, group creative director at Wasserman, aptly describes AI as “the enemy of the mundane.” AI excels at handling repetitive tasks, but creativity remains a human domain. Creativity thrives on human elements—brainstorming, collaborating, and sometimes making mistakes. AI should complement these processes, not replace them. By offloading mundane tasks to AI, we can focus more on the messy, iterative process of crafting standout campaigns. Jumping into the AI Era Marketers are no strangers to change, from the advent of TV to the rise of social media. When it comes to AI, the best approach is to dive in. Start small—experiment with a few use cases. Many AI tools, like the recap feature in Slack, require minimal setup. AI and Productivity. Moreover, centralizing your data can maximize AI’s effectiveness. Tools like Slack bring together your resources and team, providing AI with the insights it needs to deliver real value. AI won’t eliminate the intensity of agency life, but it can transform that intensity into something valuable. By reducing administrative drudgery and freeing up time, AI can shift the focus from stressful days to moments of creative brilliance. Ready to elevate your marketing game? Explore the possibilities with Slack 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 2, 2024in Salesforce
Need AI Training
02Aug

Need AI Training

Workers in office jobs are missing out on essential AI training, crucial for adapting to the evolving labor market, according to a report from software giant Salesforce. Released Tuesday, the report is based on a series of anonymous surveys and reveals that approximately 70% of desk workers have not received training in generative AI. Furthermore, only 21% of respondents said their companies have clearly defined policies regarding approved AI tools and their usage. Additionally, 62% believe they lack the necessary skills to use the technology effectively. Despite this lack of formal training and clear policies, many workers are taking the initiative to use AI tools independently. The report highlights that “workers aren’t waiting for permission to use AI,” with 55% of survey respondents using unapproved tools and 40% using AI tools explicitly banned by their employers. The report emphasizes the need for clear protocols and approved tools to address data security and ethical concerns. Clara Shih, CEO of Salesforce AI, stresses the importance of continuous learning in response to the rapid changes in AI technology, stating, “The unprecedented pace of change in AI requires companies to upskill their entire workforce. This is not a ‘one-and-done’ exercise, but rather a continuous cycle of learning as AI evolves.” However, some companies are stepping up to meet this challenge. While less than half of U.S. companies had initiated AI training for their workers by April, according to a LinkedIn study, businesses like JPMorgan Chase, Amazon, PricewaterhouseCoopers, AT&T, Verizon, Moderna, and General Motors are launching AI literacy initiatives for their employees and the broader workforce. For instance, Amazon aims to train 2 million people globally in generative artificial intelligence by 2025. 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 2, 2024in Generative AI
Salesforce to Acquire PredictSpring
01Aug

Salesforce to Acquire PredictSpring

Salesforce to Acquire PredictSpring, Enhancing Customer 360 Capabilities in Retail Salesforce has announced a definitive agreement to acquire cloud-based point-of-sale (PoS) software vendor PredictSpring, aiming to bolster its Customer 360 capabilities and strengthen its foothold in the retail industry. PredictSpring, headquartered in California, provides PoS systems that enable store associates to engage with shoppers and complete transactions from anywhere in the store using mobile devices. The software also supports store operations, including fulfillment, client profile management, and online ordering for items not immediately available. “The combined talent, resources, and innovation of Salesforce and PredictSpring will empower brands and retailers to drive frictionless and personalized engagement across all touchpoints,” said Jeff Amann, executive vice president of Salesforce Industries. PredictSpring, already a Salesforce ecosystem partner integrated with Commerce Cloud and Service Cloud, has been collaborating with Salesforce since 2019 when new tools were added to Commerce Cloud. Founded in 2013 by Nitin Mangtani, a former product manager at Google, PredictSpring has received investments from Salesforce Ventures, Felicis Ventures, Novel TMT Ventures, and Beanstalk Ventures. The company raised $16 million in a Series B funding round and $11.4 million in a Series A round. While Salesforce did not disclose the transaction value, it will retain the entire PredictSpring team, consisting of approximately 31 employees. The acquisition is expected to close in the third quarter of Salesforce’s fiscal year 2025, which runs from February to January. Earlier this year, Salesforce attempted to acquire enterprise data management software provider Informatica, but the talks fell through. Notable past acquisitions by Salesforce include Slack, MuleSoft, Tableau, and Troops.ai. 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 1, 2024in Mulesoft
Close Date Predictions
01Aug

Close Date Predictions

Important Update: Close Date Predictions Feature Retiring in Spring ’25 The Close Date Predictions feature, currently available in Pipeline Inspection, is designed to forecast when an opportunity with a close date in the current month may not close on time. However, Salesforce will be retiring this feature with the Spring ’25 release. What’s Changing? With the retirement of Close Date Predictions, users will no longer receive alerts about opportunities that are unlikely to close within the current month. Previously, these predictions appeared as an icon on the Close Date field or within the Insights tab of the side panel. What Should You Do? To continue receiving valuable predictions about opportunity closures, we recommend transitioning to Einstein Opportunity Scoring. This feature, available with your Sales Cloud license, provides more advanced predictions on an opportunity’s likelihood of closing and highlights the top reasons behind the prediction. Here’s how you can make the switch: For further assistance, you can open a support case via Salesforce Help. To learn more about Salesforce’s approach to product and feature retirements, please review our Product & Feature Retirement Philosophy. 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 1, 2024in Salesforce
Contribute to Net Zero
01Aug

Contribute to Net Zero

How Everyone Can Contribute to a Net Zero Future The increasing frequency and unpredictability of extreme weather events highlight that climate change spares no part of the world. Addressing this crisis urgently requires smart, innovative solutions. Every organization, government, and individual has a role to play, asserts Linda Saunders, Salesforce’s Director of Solutions Engineering Africa. Contribute to Net Zero. Let’s face it, if you’re not part of the solution, you’re part of the pollution! The Path to a Net Zero Future For companies, taking tangible climate action is crucial for maintaining their brand, reputation, and financial stability. Plus, who doesn’t want to be known as the eco-friendly company that saves the planet? To avoid the most severe impacts of climate change and meet critical climate goals for a 1.5-degree future, it is not enough to merely reduce emissions. We must also remove significant amounts of carbon dioxide (CO2) from the atmosphere and oceans. Public and private sectors need to invest in scaling and deploying clean energy technologies, such as renewable energy, and support organizations leading the clean energy transition to ensure economic and environmental prosperity for all communities. Think of it as the ultimate “spring cleaning” for our planet! Land-based methods of carbon reduction include afforestation, reforestation, agricultural practices that sequester carbon in soils (carbon farming), bioenergy with carbon capture and storage (BECCS), and direct air capture combined with storage. There are also CDR methods that use oceans and other water bodies. Salesforce has made three major climate investments to expedite a just energy transition. The company has joined Frontier, an advanced market commitment (AMC) to collectively purchase more than $1 billion worth of permanent carbon removal by 2030. As part of this initiative, Salesforce has pledged $25 million to accelerate, scale, and commercialize the most promising carbon removal technologies. Because sometimes, you’ve got to put your money where your mouth is—or in this case, where your carbon isn’t. Combining Long-Term Strategy with Short-Term Action The primary goal on the journey to net zero must be reducing emissions. Each organization should set a 1.5-degree target aligned with science-based goals, focusing on significantly reducing its absolute scope one, two, and three emissions. Achieving these targets requires long-term systemic changes, which take time to implement. So while you’re busy planning your eco-friendly future, you might as well start making a difference now. High-quality carbon credits, when properly made and used, can play a critical role in a comprehensive climate strategy. Businesses aiming for long-term emission reductions can supplement their efforts with high-quality carbon credits. Projects may include: Or as we like to call it, the environmental bingo card. Closing the Sustainability Talent Gap To achieve a net-zero future, all roles should integrate sustainability. We need a diverse workforce of qualified individuals, from carbon accountants to scientists to ecopreneurs. Imagine being able to introduce yourself as a “carbon wrangler” at your next party! Despite the pressure to meet ambitious climate goals, businesses face a severe shortage of sustainability talent. Upskilling existing workers who want to transition into sustainability careers can help fill hard-to-find roles and align employees’ work with their passions. Understanding Personal and Corporate Sustainability As sustainability remains a priority for stakeholders, business leaders must combine short-term solutions with long-term operational changes. By re-evaluating how to create, hire, and retain sustainability roles and providing the necessary tools and training, companies can ensure everyone contributes to the movement towards a net zero future. After all, saving the planet isn’t just a job—it’s an adventure! 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 1, 2024in Salesforce
AI Data Cloud and Integration
31Jul

AI Data Cloud and Integration

The enterprise has transitioned from merely speculating about artificial intelligence to actively implementing it. In doing so, companies must determine the optimal combination of ancillary technologies that, when strategically paired with AI, can drive relevant use cases and business outcomes. With AI Data Cloud and Integration, your data-driven decisions happen in real-time. Salesforce Inc. is leveraging a powerful trio — its Data Cloud, automation, and AI — to deliver what it considers transformative outcomes for organizations. “AI has such wonderful capability today from predictive to generative, [but] it’s not new to Salesforce,” said Param Kahlon, executive vice president and general manager at Salesforce. “Salesforce has been doing predictive AI for almost 10 years now. But what is great is that generative AI now gives the ability to process these large language models on large amounts of unstructured, semi-structured content to generate great content that can be used by salespeople to send relevant emails and marketing people to create personalized landing pages.” Kahlon spoke with theCUBE Research Senior Analyst George Gilbert during a recent “The Road to Intelligent Data Apps” podcast series. They discussed how Salesforce is revolutionizing business operations in the digital age by harnessing AI-driven insights, contextualizing data with the company’s Data Cloud, and enabling real-time actions. Gen AI and Data Cloud for Contextualization In today’s business environment, intelligence is the cornerstone of success. Salesforce’s AI platform empowers companies with predictive and generative AI capabilities, enabling them to make insightful decisions and craft personalized experiences for their customers. Businesses can now process vast amounts of unstructured data and generate compelling content. “For this AI to be meaningful and for companies to harness the full value of AI, you want to make sure that you’re grounding the data that’s being used to generate those predictions with some things that are relevant to the current business process, to the current transaction, to the current context of interaction you’re happening with the customer,” Kahlon said. Salesforce’s Data Cloud acts as the AI foundation, enriching existing data models with relevant contextual data tailored to the specific needs of each business and their interactions with customers. “When we talk to our large Salesforce customers, they all tell us that AI is really important for them,” Kahlon said. “That is something that they want to drive, but they’re also saying that the data for them is spread out across the enterprise. Some of them tell us that they have more than 900 different business systems in which data is stored, and they want the ability to bring that data together in a seamless way so it can be processed by AI through Data Cloud.” Automation and Integration for Real-Time Action The combination of AI and Data Cloud generates actionable insights, but these insights alone aren’t enough. Businesses need to act swiftly on these predictions, driving real-time actions to capitalize on opportunities. This is where integration and automation come into play, according to Kahlon. “[Customers are] essentially telling us that data is spread across the enterprise and they want the data in real time to be available to customers,” he said. “With MuleSoft and Salesforce integration capabilities, we’ve focused on the real-time nature of making sure that you can take real-time business transactions in the context of the process that is happening, and that’s what’s differentiated in our approach to making sure that we can collect the data in real time and make actions happen in real time.” Integration is the glue that brings together data from various sources, allowing AI to derive meaningful insights. Salesforce’s integration capabilities, powered by MuleSoft, focus on real-time data processing, ensuring that businesses can act on insights as they occur. This low-latency approach enables not only Salesforce applications but also other third-party applications to contribute to the data ecosystem, Kahlon explained. “We’ve got a very large North American airline that has built their entire customer experience, from booking an airline ticket to checking into your flight and ordering special meals for your flight, all of that on an API-based platform — and we’re able to process that scale of transactions,” he said. “As you get into AI, all of that becomes extremely relevant to drive that real-time throughput, and that’s where our customers are finding value in our technology.” When the customer experience is the driver, the experience is always stellar. 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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July 31, 2024in Generative AI, Mulesoft
Box and Slack AI Integration
31Jul

Box and Slack AI Integration

Box and Slack Enhance Collaboration with New AI Integration Box, Inc. (NYSE: BOX), the leader in Intelligent Content Cloud solutions, and Slack, a Salesforce company (NYSE: CRM), have announced an expanded partnership that integrates Box AI into Slack, aiming to transform how organizations collaborate. Starting today, customers can leverage unlimited Box AI queries directly within Slack, enabling them to extract critical insights and streamline workflows seamlessly within their existing work environment. Key Features of the Enhanced Integration: Pricing and Availability Unlimited end-user queries in the Box AI for Slack integration are available now for all Slack customers with Box Enterprise Plus plans. The additional integration features are also available immediately for all Box and Slack customers. Customers can add the Box for Slack integration from the Slack App Directory. Quotes from Leadership: Aaron Levie, Co-Founder and CEO of Box, stated, “Enterprises recognize AI’s potential to unlock valuable insights from their content. With thousands of customers already using Box and Slack together, this expanded partnership brings a new level of AI-driven efficiency. Whether working on presentations, contracts, or spreadsheets, you can now leverage Box AI to gain insights directly within Slack.” Denise Dresser, CEO of Slack, added, “Slack’s integration with Box allows companies to intelligently surface insights from critical business content right where their work happens. This partnership exemplifies how Slack can serve as an AI-powered work operating system for the future of work.” Real-World Applications of Box AI in Slack: About Box Box (NYSE: BOX) is the Intelligent Content Cloud, providing a single platform that fuels collaboration, manages the entire content lifecycle, secures critical content, and transforms business workflows with enterprise AI. Founded in 2005, Box simplifies work for leading global organizations, including AstraZeneca, JLL, Morgan Stanley, and Nationwide. Headquartered in Redwood City, CA, Box has offices across the United States, Europe, and Asia. Visit box.com to learn more. For information on how Box supports nonprofits, visit box.org. About Slack Slack is where work happens for millions every day, helping organizations in all industries move faster and achieve their missions. As an AI-powered work operating system, Slack centralizes conversations and collaboration, automates business processes, and delivers trusted generative AI that enhances productivity and drives real outcomes. As a Salesforce company, Slack integrates deeply with Salesforce solutions, bringing rich data and insights directly into the workflow, boosting sales, service, and marketing productivity. 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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July 31, 2024in Generative AI

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