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dynamically populate forms with Salesforce data

Dynamically Populate Forms with Salesforce Data

Using query parameters and Salesforce merge fields, you can create personalized prefill links that automatically populate forms with user information from Salesforce. Adding Dynamic Prefill Links in Salesforce Emails Using Dynamic Prefill Links in Salesforce Console By following these steps, you can dynamically populate forms with Salesforce data, streamlining data entry and improving user experience.

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Deploying Salesforce Einstein Copilot

Deploying Salesforce Einstein Copilot

Best Practices for Safely Deploying Salesforce Einstein Copilot When deploying Salesforce Einstein Copilot, following best practices ensures a secure, efficient, and effective integration of AI into your workflows. Here are the key steps to safely deploy Einstein Copilot: By adhering to these best practices, you can ensure a smooth, secure, and successful deployment of Salesforce

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Third Wave of AI at Salesforce

Third Wave of AI at Salesforce

The Third Wave of AI at Salesforce: How Agentforce is Transforming the Landscape At Dreamforce 2024, Salesforce unveiled several exciting innovations, with Agentforce taking center stage. This post explores the key changes and enhancements designed to improve efficiency and elevate customer interactions. Introducing Agentforce Agentforce is a customizable AI agent builder that empowers organizations to

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Salesforce Automotive Cloud

Salesforce Automotive Cloud

What is Salesforce Automotive Cloud? In September 2022, Salesforce introduced Automotive Cloud, a robust all-in-one platform tailored for the automotive industry. At first glance, it appears to be an ideal solution for businesses in this sector, but how well does it serve car dealerships? Drawing on experience both as a former auto dealership employee and

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Generative AI Replaces Legacy Systems

Generative AI Replaces Legacy Systems

Generative AI Will Overtake Legacy Stack Vendors With the rise of generative AI, legacy software vendors like Appian, IBM, Salesforce, SAP, Pegasystems, IFS, Oracle, Software AG, TIBCO, and UIPath are becoming increasingly obsolete. These vendors represent the old guard, clinging to outdated business process automation systems, while the future clearly belongs to AI-driven innovation. Back

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Battle of Copilots

Battle of Copilots

Salesforce is directly challenging Microsoft in the growing battle of AI copilots, which are designed to enhance customer experience (CX) across key business functions like sales and support. In this competitive landscape, Salesforce is taking on not only Microsoft but also major AI rivals such as Google Gemini, OpenAI GPT, and IBM watsonx. At the

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Salesforce Success Story

Case Study: Children’s Hospital Use Cases

In need of help to implement requisite configuration updates to establish a usable data model for data segmentation that supports best practices utilization of Marketing Cloud features including Contact Builder, Email Studio and Journey Builder.

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New Salesforce Maps Experience Auto-Enabled in Winter ‘25 (October) Release

Christmas 2024

With artificial Christmas trees and holiday inflatables already appearing alongside Halloween decorations at big-box retailers, (and in neighbors’ yards before the first drop of pumpkin spice has been sipped) it’s clear that the holiday season is beginning earlier than ever this year. However, according to a new forecast from Salesforce, the expected holiday sales boost

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AI and Legacy

AI and Legacy

In most new application builds, AI is rarely considered an active consumer. The prevailing assumption seems to be that AI is just a variation of reporting, which essentially translates to “not my problem” for application developers. In this mindset, the data platform gets treated like an afterthought, receiving the “exhaust fumes” of the application without

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AI Agents, Tech's Next Big Bet

AI Agents, Tech’s Next Big Bet

What Marketers Need to Know About AI Agents, Tech’s Next Big Bet Companies like Salesforce and OpenAI are making significant investments in AI agents, which are digital assistants poised to represent the next evolution of artificial intelligence. These agents promise to autonomously handle a variety of tasks, from making reservations to negotiating business deals. During

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Einstein Copilot for Healthcare

Einstein Copilot for Healthcare

Einstein Copilot for Healthcare – Salesforce has introduced a new AI-powered healthcare assistant within its CRM system, marking its latest move to expand into the healthcare industry. As AI development accelerates, tech giants like Microsoft, Google, Amazon Web Services, and Salesforce are capitalizing on the opportunity to integrate AI and cloud technologies into healthcare to

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Novel Threat Model to Secure LLM

Novel Threat Model to Secure LLM

Salesforce AI Research Proposes a Novel Threat Model to Secure LLM Applications Against Prompt Leakage Attacks Large Language Models (LLMs) have gained widespread attention in recent years but face a critical security challenge known as prompt leakage. This vulnerability allows adversaries to extract sensitive information from LLM prompts through targeted attacks. Prompt leakage risks exposing

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Salesforce Powering EVPassport

Salesforce Powering EVPassport

EVPassport, a global leader in EV charging networks, announced an expanded partnership with Salesforce to enhance its customer experience through the deployment of Salesforce Service Cloud. This initiative solidifies EVPassport’s standing as a top provider in the EV charging space, recognized for customer satisfaction, loyalty, and reliability. With Salesforce Service Cloud, EVPassport can deliver more

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