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Summer 24 Release Updates
20Apr

Salesforce Maps Summer 24 Update

To improve scale and performance, Salesforce Maps is updating its mapping framework from raster to vector. This update also improves integrations with Esri data and includes a refined user experience.For Summer ’24, Sandbox and Production Orgs will remain on Raster maps by default. You can enable the new Vector maps experience by enabling the “Preview Enhanced User Experience” setting in Maps Permission Groups.It’s best to test vector maps in sandboxes or with a subset of users in production environments before the production-wide upgrade affects all users in a future major release. At that time, Salesforce Maps will retire its raster maps framework.Salesforce Maps Summer 24 Update How does the vector maps upgrade affect my Salesforce Maps implementation? Some Salesforce Maps customers who implemented custom code under a MapAnything statement of work can experience problems with those customizations. Those problems can require updates, such as references to new APIs. Updating custom code may also require you to migrate code to a screen flow or Lightning Web Component within Salesforce Maps as a custom action. Salesforce Maps Summer 24 Update Learn how sales mapping software can help you visualize data to fuel better decisions, streamline field operations, and optimize territories faster. 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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April 20, 2024in Salesforce
Salesforce GovSlack
19Apr

Salesforce GovSlack

Salesforce GovSlack seamlessly integrates your team members, tools, and partners into a unified platform that adheres to critical government regulations for handling sensitive data. By breaking down communication barriers within and outside organizations, GovSlack empowers individuals to excel in their work. Salesforce GovSlack “Government agencies and their partners, colleagues, and contractors can now collaborate more swiftly and flexibly within a secure digital HQ. With all tools, workflows, and integrations centralized in Slack, institutions empower their personnel and elevate collaboration while upholding compliance standards.” Rob SeamanSVP Product, Enterprise, Slack For example, the Army Software Factory (Army SWF) adopts agile startup methods to enhance soldiers’ software development skills, deploying digital solutions to solve Army challenges. To achieve agile, effective collaboration, the Army SWF sought GovSlack, a flexible solution that promotes productivity and camaraderie while meeting stringent Department of Defense policies. “Similarly, Lockheed Martin, a global aerospace and security company, utilizes Slack to connect its extensive workforce across 400 facilities and 50 countries. With GovSlack, Lockheed Martin anticipates expanding its Slack usage for defense projects.” Tim LewisDirector of Digital Workplace Services, Lockheed Martin GovSlack will also feature a directory of certified applications, including security and compliance apps, categorized by certification level. This setup allows GovSlack users to seamlessly integrate applications aligned with their security needs, such as Okta and Box. “Slack and Box together enable secure communication and collaboration, simplifying internal information flow and enhancing citizen engagement.” Murtaza MasoodManaging Director, State and Local Government, Box GovSlack ensures secure collaboration tailored for government operations, promoting flexibility and productivity while adhering to key government regulations for data processing and storage. By centralizing tools and teams in a secure, compliant platform, GovSlack empowers public sector organizations to meet evolving challenges and deliver exceptional services to the constituents they serve. It’s not that email is broken—it’s limited Even though landlines still work, we prefer to do everything on our smart devices. It’s not surprising. Better technology allows us to move faster, accomplish more and connect more easily. That’s exactly what Slack provides, while the inbox remains stuck in a cycle of refresh and reply. 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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April 19, 2024in Salesforce, Salesforce Public Sector Solutions, Salesforce Slack
Einstein Prediction Builder
19Apr

Einstein Prediction Builder

Einstein Prediction Builder, a sophisticated yet user-friendly tool from Salesforce Einstein, empowers users to generate predictions effortlessly, without requiring machine learning expertise or coding skills. This capability enables businesses to augment their operations with foresight-driven insights. As of the Spring ’20 release, all Enterprise Edition and above orgs can build one free prediction with Einstein Prediction Builder. Consider the potential business outcomes unlocked by leveraging Einstein Prediction Builder. Let’s delve into a hypothetical scenario: Meet Mr. Claus, the owner of ‘North Claus,’ a business that began as a modest family venture but gradually expanded its footprint. As ‘North Claus’ burgeoned across 10 countries, Mr. Claus recognized the need for Business Intelligence (BI) to navigate market dynamics effectively. BI entails gathering insights to forecast and comprehend market shifts—an imperative echoed by Jack Ma’s famous adage, “Adopt and change before any major trends and changes.” Intrigued by the prospect of BI, especially amidst the disruptive backdrop of Covid-19, Mr. Claus embarked on a journey to implement it in his company. The Formation of Business Intelligence: In today’s digital landscape, businesses amass vast amounts of data from diverse sources such as sales, customer interactions, and website traffic. This data serves as the bedrock for deriving actionable insights, enabling organizations to formulate forward-looking strategies. However, developing robust BI capabilities poses several challenges: Mr. Claus grappled with these challenges as he endeavored to develop BI independently. Recognizing the complexity involved, he turned to Salesforce, particularly intrigued by Einstein Prediction Builder. Einstein Prediction Builder Trailhead Understanding Einstein Prediction Builder: Einstein Prediction Builder, available in various Salesforce editions, leverages checkbox and formula fields to generate predictions. Before utilizing Prediction Builder, certain prerequisites must be met: Creating Einstein Predictions: To initiate the creation of Einstein Predictions, users navigate to Setup and access the Einstein Prediction Builder. The guided Setup simplifies the process, guiding users through relevant data inputs at each step. Once configured, predictions can be enabled, disabled, or cloned as needed. Key Features and Applications: Einstein Predictions integrate seamlessly with Salesforce Lightning, providing predictive insights directly on record pages. These predictions offer invaluable guidance on various aspects, such as sales opportunities and payment delays. Additionally, Prediction Builder facilitates packaging of predictions for seamless deployment across orgs and supports integration with external platforms like Tableau. Prediction Builder equips businesses with the intelligence needed to anticipate market trends, optimize workflows, and enhance customer interactions. As Mr. Claus discovered, embracing predictive analytics can revolutionize decision-making and drive sustainable growth. 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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April 19, 2024in Einstein Insights, Salesforce, Salesforce Einstein
Salesforce Slack and AI
18Apr

Salesforce Slack and AI

Salesforce, the customer relationship management software giant, has announced the availability of Slack AI to all paid Slack customers with expanded language support. Slack AI utilizes a company’s conversational data to assist end users and employees in quickly grasping processes and communications. It generates summaries and introduces new search capabilities based on the client company’s conversations. Slack, a workplace messaging and productivity app, was acquired by Salesforce for approximately $28 billion in 2021. It competes directly with Microsoft’s Teams and Google Chat. The Slack AI add-on is now available for all paid Slack plans (Pro and Business+) at $10 per user per month. It supports English, Spanish, and Japanese languages initially, with more languages coming soon. This development allows businesses of all sizes to leverage an intuitive AI experience seamlessly integrated with Slack, enhancing productivity within the platform. Previously, Slack AI was accessible only to large enterprises paying for Slack. The latest features of Slack AI include a recap feature providing daily morning digests with channel summaries, personalized search answers, and conversation summaries. According to internal analysis, customers using Slack AI in pilot programs are saving an average of 97 minutes per user each week by leveraging AI to find answers, distill knowledge, and generate ideas. One of Slack’s customers, Beyond Better Foods, a healthy dessert brand, uses Slack AI extensively for logistics planning. Their operations team benefits from enhanced search capabilities and channel recaps, saving time and improving focus. Andy Kung, Vice President of Operations at Beyond Better Foods, shared his experience: “When I need to get my CEO a fast answer at 2 pm on a Friday, I can use Slack AI’s search function. I’ve only been using Slack AI for about a month, but it’s already helped me quickly find answers countless times, and AI is saving me at least 30 minutes a day.” This announcement marks a significant step in making Slack AI accessible to a broader range of businesses, empowering them to work smarter and more efficiently within the Slack platform. 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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April 18, 2024in Salesforce, Salesforce Slack
Summer 24 Release Updates
18Apr

Summer 24 Release Flow Enhancements

Summer ’24 is approaching fast! Discover the latest enhancements in Flow Builder, such as the Automation App, Action Button (beta), and more. Dive into Be Release Ready for additional resources to help you prepare for Summer ’24. Curious to see these features in action? Join Salesforce product manager Sam Reynard and me as we showcase some of these capabilities live on the May 30 episode of “Automate This!” Summer 24 Release Flow Enhancements Screen Flows Summer ’24 introduces significant advancements in screen flow functionality, including the general availability (GA) of the Repeater component and the new Action Button, enabling dynamic and responsive screens. Create Multiple Records with Repeaters (GA) One of the most anticipated screen flow features is now generally available! With Repeaters, you can effortlessly create multiple records on a single screen. For instance, use a Repeater component to gather information about beneficiaries on an insurance policy. Users can add as many beneficiaries as needed during the flow execution. The Repeater component now supports most standard GA screen components as child components. Additionally, Repeaters offer features like conditional field visibility, input validation, and help text, providing enhanced flexibility and usability. Amplify Reactive Screens with Action Buttons (beta) Integrate an Action Button component into your screen to execute an autolaunched flow, fetching and making data available for other screen components. This empowers you to create truly dynamic single-page applications. The Action Button enables various use cases, such as generating data tables based on selected parent records, retrieving external data for user selection, creating dependent picklist fields, or summarizing record selections. Set Conditional Disabled and Read-Only States Conditionally disable or set components to read-only mode to protect users from interacting with specific fields based on business logic. This feature enhances form usability and ensures data integrity by preventing unwanted modifications. Address Component Improvements Enhancements to the Address component include Google Address Lookup, reactive options for field requirements and disabling, and proper support for State and Country picklists. Reactivity Improvements Reactive components like Collection Choice Sets and Display Text now offer enhanced capabilities, improving the responsiveness and usability of screen flows. Flow Builder Enhancements Transform Element (GA) Seamlessly map and optimize data with the Transform element, replacing loops and optimizing flow performance significantly. Update Existing Records with Matching Criteria When creating records, specify matching criteria to update existing records instead of creating duplicates, improving data quality. Is Blank and Is Empty Operators Easily check for Null or Empty values with the new Is Blank and Is Empty operators, simplifying logic and improving flow readability. Flow Management Automation App Manage flows efficiently through a dedicated Lightning app, offering advanced filtering, searching, and list view creation capabilities. Actions Enhancements include default values and placeholder text for Invocable Actions, and the new Lock/Unlock Record action. Improved User Experience Actions and Subflow configuration now reside in a side panel, featuring UX improvements like displaying full Apex class names. Schedule-Triggered Flows Debug scheduled flows with specific records, enhancing debugging capabilities and flexibility. Flow Orchestration Pause, resume, and recover failed orchestration runs, and create orchestration run dashboards for better visibility and management. The Summer ’24 release brings a wealth of new features to Flow Builder, empowering admins and developers to create powerful, responsive, and dynamic experiences for users. Stay tuned for more insights on these enhancements in upcoming blog posts and webinars! 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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April 18, 2024in Marketing Automation, Salesforce, Salesforce Optimization
Approvers and Approver Groups in Salesforce
17Apr

Approvers and Approver Groups in Salesforce

Approvers and Approver Groups in Salesforce. An approver in Salesforce CPQ Advanced Approvals is a user who receives approval request emails and can either approve or reject the request. An approver record can represent an individual user or a group of users. Utilizing approver groups (like Salesforce queues) is beneficial when you need to route approvals to all members of a specific team. REQUIRED Salesforce CPQ EDITIONSAvailable in: Salesforce CPQ Summer ‘16 and later with Advanced Approvals 3.1 and later For instance, you can create an approver group that includes all managers in the accounting department. This group can then be associated with an approval rule triggered by a quote with a net total of $750,000 or more. Consequently, each accounting manager will receive an email notification regarding the request. Assign Approvers Dynamically Based on Criteria You can specify an approver dynamically based on a formula or specific criteria. For instance, you might want the approver to be the regional manager associated with a sales rep’s opportunity. If the regional manager changes, the approval will automatically reference the new manager. To set up a dynamic approver: Add a custom formula field to your quote or opportunity that references the ID of the approver’s user record.Include this formula field in your approval rule setup.Delegate Approvers Delegated approvers are designated users who receive approval requests on behalf of another user for a predefined period, typically during the original approver’s absence. To delegate approvers: Specify the user to whom you want to delegate in the “Delegated Approver” field.Set the start and end dates for the delegation period.Ensure that delegated approvers have the necessary permissions and access to the approval objects page layout, including the ability to approve or reject requests. Approver Fields Depending on page layouts and field-level security settings, not all approver fields may be visible or editable. Delegated Approver: This field designates the user receiving approval requests instead of the primary approver for a limited time. Delegation End: Specifies the date after which delegated approvers no longer receive requests.Delegation Start: Specifies the date from which delegated approvers start receiving requests.Group ID: If the approver represents a group, this field references the Group record’s ID.Unanimous: Indicates that approval from all group members is required for the request to be considered approved.User: If the approver is an individual user, this field references the User record. Approval Rules Approval rules dictate which users or groups receive approval requests and the email templates used for notifications upon approval or rejection. When a sales rep submits a record for approval, Salesforce CPQ evaluates all active approval rules associated with that record’s object. If the approval conditions are met, the corresponding rule triggers, and Salesforce CPQ sends an approval request email to the designated approver(s) as defined in the rule. Each approval rule can optionally include lookups to request templates, approval templates, and rejection templates, allowing for customized email notifications based on specific conditions. Interested in creating automated approvals or approver groups in your Salesforce org? Contact Tectonic today. 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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April 17, 2024in Marketing Automation, Salesforce, Salesforce CPQ, Salesforce Development Services
Sales Cloud Einstein
16Apr

Manage Sales Cloud Users Access to Einstein Features

In order to Manage Sales Cloud Users Access to Einstein Features, follow these steps. Duplicate the Sales Cloud Einstein For Everyone permission set, activate the permission, and allocate it to users. Navigate to Setup and enter “Permission Sets” in the Quick Find. Then, choose Permission Sets. Locate and click on the Sales Cloud Einstein For Everyone permission set. Click on “Manage Assignments.” Sales Cloud Einstein Features Einstein performs the tasks of cleansing, unifying, and updating activity data across Salesforce, email, and the calendar. This functionality enables Einstein to automatically search for contacts and opportunities by analyzing information related to emails and events. What’s covered in Sales Cloud Einstein? Sales Cloud Einstein functions as an in-house data science department, learning from your sales team‘s activities and CRM data. It assists in identifying top leads, streamlining opportunity conversions, and facilitating customer retention. Sales Cloud Einstein also encompasses the Sales Analytics app and Inbox. How can users be added to Einstein Activity Capture? In Setup, search for “Permission Sets” in the Quick Find. Then, select Permission Sets. Click on the Standard Einstein Activity Capture permission set. Use “Manage Assignments” to assign the permission set to a maximum of 100 users. What advantages does Einstein Sales Cloud offer? In Sales Cloud, Einstein AI optimizes daily business processes, leading to significant profit rate increases by understanding both current and potential customers. Salesforce provides valuable data sources for Einstein, including access to emails, calendars, tweets, and, importantly, customer data. How do I deactivate Einstein Activity Capture for a user? Utilize the Quick Find search bar on the left-hand side and search for “Einstein Activity Capture.” Under the Einstein Activity Capture section in the search results, select “Settings.” Turn off the Einstein Activity Capture settings and press Save to confirm the change. Is Sales Cloud Einstein a part of Sales Cloud? Salesforce Einstein is the world’s first “generative AI” designed for CRM. It seamlessly integrates into various Salesforce products within the Customer 360 portfolio, including Marketing Cloud and Sales Cloud. 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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April 16, 2024in Einstein Insights, Salesforce Einstein, Salesforce Sales Cloud
Salesforce in a Mega-Data Deal with Informatica
15Apr

Salesforce in a Mega-Data Deal with Informatica

Since Salesforce announced its acquisition of Slack for $27.7B in late 2020, the cloud software mega-giant has paused its acquisition strategy due to factors like rising interest rates, declining revenues, and a laser focus on profitability. However, recent leaks from The Wall Street Journal and other news publications suggest that Salesforce in a Mega-Data Deal with Informatica, is in advanced talks to acquire Informatica in a deal worth over $11B. Informatica is a significant player in enterprise data management, boasting revenues of over $1.51B and a workforce of over 5,000 employees. They specialize in AI-powered cloud data management, assisting companies in processing and managing large volumes of data from various sources to derive actionable and real-time insights. Salesforce in a Mega-Data Deal with Informatica The synergies between Informatica and Salesforce are many, with both companies focusing on consolidating data from multiple sources to provide comprehensive business insights. This aligns well with Salesforce’s strategic shift towards AI-driven data processing and analysis, aiming to enhance generative and predictive capabilities. While Salesforce’s previous acquisition of MuleSoft in 2018 for $6.5B has proven successful in facilitating API connectivity for real-time integrations, Informatica brings expertise in ETL (Extract-Transform-Load), data quality, and data movement to and from platforms like Snowflake and Databricks. This potential mega-data deal underscores the growing importance of data in the tech industry, especially with the emergence of generative AI and large language models (LLMs) that enable deeper analysis of vast datasets. Salesforce’s recent rebranding of its platform to “Einstein 1” underscores the convergence of AI and data within its product suite. The company’s emphasis on “AI + Data + CRM” reflects its commitment to leveraging data analytics for CRM enhancement, exemplified by the growth of its Data Cloud product. Partnering with industry leaders like Snowflake, Databricks, AWS, and Google, Salesforce aims to offer comprehensive data solutions that integrate seamlessly with existing systems. Informatica’s capabilities in ETL and Master Data Management (MDM) align with this vision, particularly in streamlining data integration and ensuring data quality across disparate systems. In final thoughts, while the Informatica acquisition is still pending finalization, it represents a strategic move by Salesforce to strengthen its position in the AI and data-driven CRM market. As Salesforce continues to evolve its product ecosystem, this acquisition signals its commitment to innovation and leadership in the era of AI-powered data analytics. 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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April 15, 2024in Generative AI, Mulesoft, Salesforce, Snowflake
Self Service Customer Service
15Apr

Self Service Customer Service

The importance of effective customer service, particularly through self-service options, cannot be overstated. Both customers and organizations often prefer self-service solutions: customers to avoid waiting on hold and speaking with potentially uninformed agents, and organizations to reduce the load and cost associated with live agent interactions. Despite the clear benefits, the customer experience with self-service often falls short because it tends to prioritize business efficiencies over customer needs. For self-service to truly succeed, it must be mutually beneficial for both businesses and customers. According to Salesforce’s “State of the Connected Customer” study, 61% of customers prefer using self-service over live-agent phone calls for resolving simple issues. This trend is reflected in the growing use of self-service portals and chatbots, with 72% of customers utilizing self-service portals and 55% engaging with self-service chatbots. However, a significant barrier remains: 68% of customers would avoid using a company’s chatbot after a negative experience. The challenge lies in moving from a business-centric approach to a customer-centric one when deploying self-service technologies. Often, businesses implement these solutions primarily to cut costs, which can result in poorly designed interfaces that fail to meet customer expectations. This disconnect can harm customer satisfaction and loyalty in the long run. The integration of AI offers a promising solution. Unlike earlier iterations, today’s AI-driven chatbots can deliver personalized, context-aware interactions based on customer data and history. This capability ensures that customers receive timely, relevant assistance across multiple channels, enhancing the overall self-service experience. When deploying self-service capabilities, organizations should adopt a customer-first mindset: Successful self-service implementation hinges on these considerations, aiming not only to deflect calls but also to elevate customer satisfaction through intuitive, responsive self-service experiences. For further insights on optimizing self-service strategies, join our upcoming webinar discussing holistic CX strategies on July 10. We look forward to exploring how to empower customers to self-serve effectively, ensuring mutual benefits for organizations and their clientele. Customers Expect a Lot from Self-Service, and Too Few Get What They Want or Need Customers expect a lot from self-service channels — more than them just being available 24/365. They want answers to myriad questions or issues, and information about products and services. But the average self-service success rate today is just 14%. Improving this rate is a significant or moderate priority for 90% of customer service and support leaders Gartner recently surveyed. Customer support teams must provide always-on problem-solving across all of the self-service channels they offer — from site search to AI chatbots, to the portal to IVR and messaging apps. To think about the entirety of the modern service delivery model — even as customer demands evolve — focus on a few key areas: Gartner recommends that to meet the support organization’s goals and objectives, the self-service experience should include 11 foundational capabilities. Each improves some aspects of CX and elements of the search-to-resolution process. Together they drive significantly more business value, create effortless customer experiences, and improve overall self-service adoption and success. Here are the 11 capabilities: 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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April 15, 2024in Salesforce
Salesforce Einstein Features
13Apr

Salesforce Einstein Features

Salesforce Einstein Discover the power of the #1 AI for CRM with Einstein. Built into the Salesforce Platform, Einstein uses powerful machine learning and large language models to personalize customer interactions and make employees more productive. With Einstein powering the Customer 360, teams can accelerate time to value, predict outcomes, and automatically generate content within the flow of work. Einstein is for everyone, empowering business users, Salesforce Admins and Developers to embed AI into every experience with low code. Salesforce Einstein Features. Einstein Copilot Sales Actions: Sell faster with an AI assistant in the flow of work.Call Exploration: Ask Einstein to synthesize important call information in seconds. Ask Einstein to identify important takeaways and customer sentiment, so you have the context you need to move deals forward.

 Sales Summaries: Summarize records to identify likelihood the deal will close, the competitors involved, key activities, and more. Forecast Guidance: Ask Einstein to inform your forecast and help you identify which deals need your attention. Close Plan: Generate a customized action plan personalized to your customer and sales process. Increase conversion rates with step-by-step guidance and milestones grounded in CRM data. Salesforce Einstein Features Sales Generative AI features: ° Knowledge Creation: ° Search Answers for Agents and Customers: Einstein Copilot Service Actions: Streamline service operations by drafting Knowledge articles and surfacing answers, grounded in knowledge, to the most commonly asked questions. Summarize support interactions to save agent time and formalize institutional knowledge. Surface generated answers to agents’ & customers’ questions that are grounded in your trusted Knowledge base directly into your search page. Search Answers for Agents is included in the Einstein for Service Add-on SKU and Search Answers for Customers is included in the Einstein 1 Service Edition.
Empower agents to deliver more personalized service and reach resolutions faster with an AI assistant built into the flow of work. You can leverage out-of-the-box actions like summarize conversations or answer questions with Knowledge or you can build custom actions to fit your unique business needs. Service Salesforce Einstein Features This Release Einstein CopilotSell faster with an AI assistant. No data requirements
Included in Einstein 1 Sales Edition.hEinstein Copilot: Sales ActionsSell faster with an AI assistant.No data requirements. 
 Call explorer and meeting follow-up requires Einstein Conversation Insights.
Included in Einstein 1 Sales Edition. Generative AIBoost productivity by automating time-consuming tasks.No data requirements. 
 Call summaries and call explorer requires Einstein Conversation Insights.
Included in Einstein 1 Sales Edition. Einstein will use a global model until enough data is available for a local model. For a local model: ≥1,000 lead records created and ≥120 of those converted in the last 6 monthsEinstein Automated Contacts Automatically add new
contacts & events to your CRM≥ 30 business accounts. If you use Person Accounts, >= 50 percent of accounts must be business accounts Einstein Recommended ConnectionsGet insights about your teams network to see who knows your customers and can help out ona deal ≥ 2 users to be connected to Einstein Activity Capture
and Inbox (5 preferred) Einstein Forecasting Easily predict sales forecasts inside
of Salesforce Collaborative Forecasting enabled; use a standard fiscal year; measure forecasts by opportunity revenue; forecast hierarchy must include at least one forecasting enabled user who reports to a forecast manager; opportunities must be in Salesforce ≥ 24 months;Einstein Email Insights Prioritize your inbox with actionable intelligence Einstein Activity Capture enabledEinstein Activity Metiics (Activity 360) Get insight into the activities you enter
manually and automatically from Einstein
Activity Capture Einstein Activity Capture enabled Sales Analytics Get insights into the most common sales KPIs No data requirements. User specific requirements like browser and device apply Einstein Conveisation Insights Gain actionable insights from your sales calls with conversational intelligenceCall or video recordings from Lightning Dialer, Service Cloud Voice, Zoom and other supported CTI audio and video partners.Buyer Assistant Replace web-to-lead forms with real-time conversations. No data requirements – Sales Cloud UE or Sales Engagement. Einstein Opportunity ScoringEinstein Activity CaptuiePrioritize the opportunities most likely to convertAutomatically capture data & add to your CRMEinstein will use a global model until enough data is available for a local model. For a local model: ≥ 200 closed won and ≥ 200 closed lost opportunities in the last 2 years, each with a lifespan of at least 2 days≥ 30 accounts, contacts, or leads; Requires Gmail, Microsoft Exchange 2019, 2016, or 2013 Einstein Relationship Insights Speed prospecting with AI that researches for you. No data requirements. Einstein Next Best Action Deliver optimal recommendations at the point of maximumimpactNo data requirements. User specific requirements like browser and device apply Sales AIGenerate emails, prioritize leads & opportunities most likely to convert, uncover pipeline trends, predict sales forecasts, automate data capture, and more with Einstein for Sales. Generative AIPrompt BuilderEinstein Lead ScoringEinstein Opportunity ScoringEinstein Activity CaptureEinstein Automated ContactsEinstein Recommended ConnectionsEinstein ForecastingEinstein Email InsightsEinstein Activity Metrics (Activity 360)Sales AnalyticsEinstein Conversation InsightsBuyer Assistant Sales AIGenerative AI: 
Feature Why is it so Great? What do I need? Automate common questions and business processes to solve customer requests fasterBoost productivity by auto-generating service replies, summarizing conversations during escalations andtransfers or closed interactions, drafting knowledge articles, and surfacing relevant answers grounded inknowledge for agents’ and customers’ commonly asked questions. Deliver optimal recommendations at the point of maximum impactEliminate the guesswork with AI-powered recommendations for everyoneDecrease time spent on manual data entry for incoming cases and improve case field accuracy and completionAutomate case triage and solve customer requests fasterDecrease time spent selecting field values needed to close a case with chat conversations and improved field accuracySurface the best articles in real time to solve any customer’s questionEliminate time spent typing responses to the most common customer questionsGet insights into contact center operations, understand customers, and deliver enhanced customerexperiencesChat or Messaging channels, minimum of 20 examples for most languagesNo data requirements. User specific requirements like browser and device apply Make sure that your dataset has the minimum records to build a successful recommendation. Recipient Records need a minimum of 100 records,Recommended Item Records need a minimum of 10 records, andPositive Interaction Examples need a minimum of 400 records

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April 13, 2024in Generative AI, Salesforce Einstein, Snowflake
Government CRM System
12Apr

Government CRM System

Explore How Governments Can Modernize Services for Citizens with Government CRM System What is CRM in Government? CRM (Customer Relationship Management) systems in government streamline administrative tasks, allowing public servants to concentrate on enhancing citizens’ daily lives. Does the US Government Use Salesforce? Salesforce is valuable to the US federal government due to its highly customizable nature, catering to diverse agency needs and projects. Understanding AI in Government: Reshaping Public Sector Services Enhancing Workforce Skills for Better Constituent Experiences and Efficient Agency Operations The AI revolution presents opportunities for governments to enhance efficiency and service delivery. AI technologies can significantly improve data processing, cybersecurity, public planning, and other critical areas. Government agencies must raise awareness about the benefits of AI and upskill employees to bridge the AI skills gap. This transformation enables workers to better serve the public and foster trust between sectors. However, the rapid adoption of AI also raises concerns about a potential skills crisis, as highlighted by a survey revealing insufficient high-quality AI and machine learning resources. While AI promises to create new jobs, it may also displace certain roles. Organizations must prepare employees for this shift, ensuring they transition to higher-value work and acquire the necessary AI skills. Data Modernization: Paving the Way for an AI-Optimized Future Modernizing data infrastructure is essential for leveraging AI effectively. Employees can upskill in data science and AI, facilitating this transition from traditional workflows to AI-driven processes. Applications of AI in Government AI offers transformative potential across various government functions, such as traffic management, healthcare delivery, and administrative tasks like paperwork processing. Government agencies can enhance operations through AI-driven insights, improving efficiency, and service delivery for citizens. Challenges and Opportunities in AI Adoption Despite the promise of AI, many public agencies lack sufficient AI and data management capabilities among their workforce. Effective Education and Training for AI Implementation Organizations must prioritize AI education and responsible usage to better serve the public while upholding stringent security standards. Understanding Government Cloud Salesforce Salesforce Government Cloud and Government Cloud Plus provide dedicated instances of Salesforce’s Customer 360 suite, tailored to meet government requirements. Enhancing Government Efficiency with Modern CRM Solutions Explore How CRM Software Can Revolutionize Citizen Engagement and Government Operations CRM systems empower local governments to establish meaningful connections with citizens, improving service delivery and operational efficiency. Key Features of Local Government CRM Software Discover essential CRM features for local government agencies, including workflow automations, communication tools, data security, citizen contact management, real-time analytics, and business intelligence reporting. Evaluating CRM Data-Quality Solutions Evaluate CRM solutions based on security, flexibility, scalability, interoperability, ease of use, and customization capabilities to enhance government operations effectively. Strategies for Implementing CRM Workflows in Government Implement CRM systems strategically to improve service delivery and constituent engagement, focusing on data integration and minimizing the need for complex coding during deployment. By embracing modern CRM technologies and AI solutions, governments can enhance efficiency, transparency, and citizen satisfaction, ushering in a new era of effective public service delivery. Government CRM System. 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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April 12, 2024in Mulesoft, Salesforce Experience Cloud, Salesforce Public Sector Solutions
Which Industries Use Salesforce
11Apr

A charity auction to have lunch with Salesforce CEO Marc Benioff to launch in early May

A charity auction to have lunch with Salesforce CEO Marc Benioff launches in May carrying on a long tradition. The lunch featured Berkshire Hathaway’s Warren Buffett for many years. Glide will field bids for the “Power of One Charity Lunch Auction” with Benioff from May 5-10, according to a Tuesday press release put out by eBay on the nonprofit’s behalf. It is working with the online marketplace to conduct the auction, like it has for many years. Charity auction to have lunch with Salesforce CEO Marc Benioff “I’m humbled to continue my friend @WarrenBuffett’s legacy w/ the Power of One Charity Lunch,” the billionaire Salesforce CEO said on X. “Thank you to @GLIDEsf for their great work to support our amazing city of SF. And I’ll always be grateful for the passion of Susie Buffett and leadership of Warren & Reverend Cecil Williams.” EBay and the nonprofit have set bidding at $25,000 to start. Whoever winds up winning will get a “memorable lunch for eight” with Benioff, the press release said. Not the first charitable thing Benioff has made a large donation to in 2024. Earlier this year Fox Business reported a large donation to hospitals in Hawaii. He and his wife have promised to give away at least 50% of their wealth to charitable causes as signatories of the Giving Pledge. They signed onto that initiative, which Bill Gates, Melinda French Gates and Warren Buffett set up about eight years ago. Glide had collaborated with Warren Buffett, the longtime CEO of Berkshire Hathaway and a billionaire investor, on the auctions for over two decades. The origins of the lunch trace back to his late wife, Susie. $25,000 charity auction to have lunch with Salesforce CEO Marc Benioff launches in May. The more than two decades of lunches with Buffett helped the non-profit bring in $53 million worth of funds for its “transformative programs and services that lift people out of poverty, hunger, and homelessness, and advance equity through systems change,” according to the press release. The total includes the “record-breaking” $19 million from 2022’s lunch auction. That year marked the last one Buffett planned to do, as FOX Business reported at the time. Buffett, who turned 93 in late August, said the lunch “is in the right hands” with Benioff.  “He is going to do a wonderful job improving on what I did over the years,” the “Oracle of Omaha” said. “With Marc’s enthusiasm and commitment, along with GLIDE’s leadership and volunteers, GLIDE will be able to continue providing its vital services for San Francisco.” Both men have been active when it comes to philanthropy-related efforts over the years. Buffett has disbursed tens of billions in charitable contributions to the Bill & Melinda Gates Foundation and a few nonprofits linked to Buffett’s family. Meanwhile, Benioff has made donations for various causes, including the environment, homelessness and health care. Salesforce has provided more than $10 million in philanthropic giving to refugee-serving organizations worldwide. The Salesforce Foundation also makes considerable contributions. What does the Salesforce Foundation look for in a potential grantee partner? The Salesforce Foundation looks at the following factors when sourcing and shaping new strategic grant partnerships: alignment with Salesforce’s Education grantmaking strategy; nonprofit status, demonstrated program impact or strong evidence-informed models; commitment to measure, learn, and adapt; and strong, diverse leadership team reflective of the community and connected to the issues they are addressing. So, if you’d like to chat with Mark Benioff of Salesforce, like to see your money going somewhere meaningful, and are intrigued, mark your calendars for the May auction. Charity auction to have lunch with Salesforce CEO Marc Benioff 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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April 11, 2024in Salesforce
Predictive Lead Scoring
11Apr

Predictive Lead Scoring

Traditional lead scoring relies on predefined criteria and subjective assumptions, whereas predictive lead scoring (PLS) harnesses machine learning algorithms to analyze extensive data and identify key predictors of lead quality.  Traditional lead scoring only learns from data if you revise your scoring methodology for it.  Predictive lead scoring constantly reworks the machine learning model based on more and newer data. Traditional lead scoring can be impacted by human error and bias. PLS analyzes from historical data eliminating bias and error. PLS employs a machine learning model to assign scores to open leads based on historical data, enabling sales teams to prioritize effectively and improve lead qualification rates while reducing the time spent on lead qualification. Discover how AI can elevate PLS to new heights and transform various organizational functions amidst shrinking budgets and heightened performance expectations across sales and marketing teams. Key Benefits of Predictive Lead Scoring: PLS leverages data science and machine learning to analyze and predict future outcomes based on historical and current data, guiding businesses in identifying high-potential leads and optimizing resource allocation. Implementing Predictive Lead Scoring: AI CRM and PLS: AI-enabled CRM platforms like Salesforce’s Einstein Lead Scoring automate lead scoring processes, leveraging extensive data to predict lead quality and prioritize effectively for sales and marketing teams. Benefits of Predictive Lead Scoring: AI and Machine Learning in Lead Scoring: AI and machine learning enhance lead scoring by analyzing vast data sets, identifying patterns, and predicting behaviors for more accurate lead qualification and prioritization.  A data-driven enterprise is a smarter enterprise acting on data and insights. Salesforce’s Intelligent Lead Scoring: Salesforce’s Einstein Lead Scoring automates lead scoring processes within Sales Cloud and Marketing Cloud, providing tailored metrics and insights for informed decision-making. Generative AI and Predictive Lead Scoring: Generative AI streamlines processes like email personalization and content creation, enhancing marketing effectiveness and productivity. Good PLS with AI and machine learning transforms lead management by leveraging data insights for efficient and accurate lead qualification, ultimately driving improved sales and marketing performance. 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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April 11, 2024in Einstein Insights
Salesforce Summer '24 Sandbox Preview
10Apr

Salesforce Summer ’24 Sandbox Preview Announced

The Salesforce Summer ’24 release is coming soon. Salesforce Summer ’24 Sandbox Preview announced this week. Use your sandbox to get early access to new features and test your configurations before the production upgrade. Here’s how: If you still have questions about your sandbox options for Summer ’24, open a support case via Salesforce Help. Salesforce Summer ’24 Sandbox If you have questions about how Salesforce Summer ’24 Sandbox Preview may impact your Salesforce org, stay tuned to Tectonic’s Insights or contact Tectonic today. Summer ’24 is coming with lots of new features. Use your sandbox to get early access to new features and test your configurations before the production upgrade.  The sandbox preview window for Summer ’24 begins May 10, 2024. You must have an active sandbox on a preview instance by May 9, 2024 (the day before sandbox preview) to take advantage of the preview.  Here’s how… First, decide whether you want to: After you decide:  Usually, no action is required because your sandbox is already on a preview instance.   How Does Sandbox Preview Work? The sandbox preview is a 6-week window ahead of a major Salesforce release when all preview sandboxes are upgraded to the next major Salesforce release. It’s your first chance to test your configurations on the new release.  Sandboxes are updated in groups based on the instance where they’re located. All sandboxes on a preview instance get upgraded together, and all sandboxes on non-preview instances remain on the current release. The only way to change the upgrade status of a sandbox is to move it to another instance by refreshing it. If you want to move it to a preview instance, you must do so before the cutoff date.  Between now and May 9, 2024, we route all sandbox requests to preview instances. If your sandbox request is complete in time, we upgrade it to Summer ’24. On May 10, 2024, we reset all incomplete sandbox requests to a non-preview instance.  All pending and new sandbox requests are routed to non-preview instances until your production instance is upgraded to Summer ’24. We can create sandboxes only on the same major release version of Salesforce as production.   For the Summer ’24 Release, we upgrade the preview instances to Summer ’24 on May 10 and May 11, 2024, and non-preview instances to Summer ’24 on June 14 and June 15, 2024. Follow the basic process below if you want your sandbox to participate in the Summer ’24 preview.  1. Find your sandbox details.In production, from Setup, in the Quick Find box, enter Sandbox, and then select Sandbox. Use the Release Type column to determine if your sandbox is on a preview or non-preview instance. You can also use the Sandbox Preview Guide to determine if each of your sandboxes is on a preview or non-preview instance. Enter your sandbox instance name(s). The guide tells you if it’s preview or non-preview and what to do to either move to the next release (Summer ’24) or stay on the current release (Spring ’24). You can also check multiple sandboxes and view the full list of preview and non-preview instances. 2. Understand the cutoff date. Every release, we give you a cutoff date for sandbox refresh completions, and usually, it’s the day before the preview starts. For Summer ’24, the cutoff date is May 9, 2024. Any sandbox created after the cutoff isn’t a preview sandbox. If you have a sandbox on a preview instance and refresh it after the cutoff, your sandbox is routed to a non-preview instance and reverts to Spring ’24. Resolution Should I Refresh my Sandbox? Here are the most common scenarios: It’s important to plan ahead. The popularity of the sandbox preview program often means backlogs in sandbox create and refresh requests, especially closer to the cutoff date.  Remember, if it’s a full sandbox it can take some time to copy. All incomplete sandboxes are reset to a non-preview instance before the sandbox preview starts on May 10, 2024, so we recommend that you request your sandbox at least a week before the deadline to improve your chances of getting a completed sandbox on a preview instance.  We aim to process each request on time, but we can’t guarantee the completion of your sandbox before the deadline.  I Want to Create a New Sandbox — What Are My Options? Create a new sandbox that goes to a preview instance and gets the Summer ’24 preview Create a new sandbox that goes to a non-preview instance and stays on Spring ’24 Submit your sandbox request well ahead of the 6:00 PM PT cutoff on May 9, 2024 (01:00 UTC on May 10, 2024) so that the sandbox copy is completed before the sandbox release.  Plan ahead. If you submit your request too close to the deadline and the copy isn’t completed, or if your request is after the deadline, your Sandbox is built on a non-preview instance. Wait to submit your request to create a sandbox until after 6:00 PM PT on May 9, 2024 (01:00 UTC on May 10, 2024). If you submit your request before then, your Sandbox can be built on a Preview Instance. I Have a Sandbox — What Are My Options? If the Release Type of your sandbox is: You want to try Summer ’24 in your sandbox You want the sandbox on Spring ’24 Preview No action needed. Your sandbox is already on a preview instance and gets upgraded to Summer ’24 on May 10, 2024. If you must refresh your sandbox for other reasons, do so well in advance of 6:00 PM PT on May 9, 2024 (01:00 UTC on May 10, 2024) to make sure that your sandbox is completed before the cutoff date.If you refresh your sandbox after the deadline or your sandbox isn’t completed in time, it is built on a non-preview instance. Refresh to a non-preview instance after the cutoff date to keep your sandbox on Spring ’24.To do so, wait to refresh after 6:00 PM PT on May 9, 2024 (01:00

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April 10, 2024in Salesforce
Slack and Salesforce
10Apr

AI in Slack

Introducing AI in Slack If you are unfamiliar with the Slack collaboration tool, learn more here. Incorporating Artificial Intelligence (AI) into Slack marks a significant milestone, one that is a real gamechanger. Slack’s ability to consolidate projects, data, and conversations into one platform has been a time saver for businesses, fostering collaboration and enhancing productivity. Now, with the introduction of native AI features, users can leverage their collective knowledge more efficiently than ever before. “For the past decade, Slack has transformed the way we work, facilitating seamless integration of people, apps, and systems. With Slack AI, we’re poised to elevate this transformation further. These new AI capabilities empower our customers to tap into the wealth of knowledge within Slack, enabling smarter work processes, faster decision-making, and more focus on innovation and growth.” Denise Dresser, CEO of Slack Enhancing Work Efficiency with AI The traditional approach to work often comes with productivity challenges, particularly when employees lack access to critical, time based information. Studies reveal that nearly half of digital workers struggle to find necessary information, leading to suboptimal decision-making. By integrating AI features into Slack, users can instantly access contextual information related to any project or policy within their organization’s history. This streamlines workflows and enables teams to make better-informed decisions efficiently. Slack’s Commitment to Simplified Work Processes Slack has always aimed to simplify work processes, bringing conversations, automation, and productivity tools into one unified platform. From channel-based discussions to real-time collaboration and process automation, Slack offers a comprehensive solution for teams. Moreover, Slack seamlessly integrates with popular tools like Salesforce, Workday, and Google Drive, facilitating smoother business operations and accelerating task completion. AI in Slack With Slack’s channel-based model serving as the foundation, users can create a centralized repository of information. Every message, canvas, and clip contributes to this repository, forming a searchable database of collective knowledge. Intelligent search functionality further enhances accessibility, enabling users to retrieve relevant information effortlessly. AI-powered features, such as channel recaps, thread summaries, and search answers, revolutionize how teams interact with information. Channel recaps provide key highlights from discussions, allowing users to catch up quickly and make informed decisions. Thread summaries condense lengthy conversations, facilitating faster comprehension and decision-making. Additionally, search answers offer concise responses to queries, leveraging relevant Slack messages to provide valuable insights. Embracing AI for Future Growth As businesses recognize the potential of AI to drive efficiency and productivity, Slack’s AI features offer a seamless transition. By embedding AI tools directly into the Slack workspace, users can harness the power of AI effortlessly, without the need for complex configurations or separate applications. Overall, Slack AI empowers teams to reach their full potential by leveraging corporate knowledge effectively. With AI-driven insights at their fingertips, teams can save time, make better decisions, and drive meaningful outcomes for their organizations. AI in Slack 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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April 10, 2024in Salesforce, Salesforce Einstein, Salesforce Implementation Services, Salesforce Slack

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