Salesforce Archives - gettectonic.com

17Mar

What is Campaign Infuence in Salesforce?

Campaign Influence is a tool designed to allocate success attribution to influential campaigns, with two available versions: Campaign Influence 1.0 for Salesforce Classic, and Customizable Campaign Influence for both Classic and Lightning Experience. Campaign Infuence in Salesforce. Customizable Campaign Influence in Salesforce facilitates revenue attribution through standard and custom models, which can be updated manually or automatically. This data can be added to related lists and reports, enabling sales representatives to comprehend the impact of campaigns on their opportunity pipelines. With Campaign Influence, you can link an opportunity to multiple campaigns, but each opportunity can only have one primary campaign influencing the campaign rollup summary fields on the related campaign. Campaign Influence considers every campaign member, regardless of their member status. Customizable Campaign Influence relies on the Campaign object, the Opportunity object, and a Campaign Influence junction object. To tag an opportunity to a campaign in Salesforce, navigate to the opportunity record, find the Campaign Influence related list, click “New,” enter a campaign name, and specify the attribution percentage in the “Influence (%)” field. A parent campaign in Salesforce aggregates values from all its child campaigns, irrespective of the user’s sharing settings. Admins can customize which fields are visible in the Campaign Hierarchy related list to limit user visibility. Campaigns in Salesforce are versatile and are used creatively by nonprofit and higher education organizations to group people for specific actions and result tracking. Active campaigns in Salesforce allow adding contacts and leads, while inactive ones do not, but member reports cannot be run for inactive campaigns. Influence refers to attributing success percentage to influential campaigns, whereas attribution identifies the source where revenue originates. Key factors influencing a successful marketing campaign include understanding the target audience, personalization, effective communication, and innovative elements. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 17, 2024in Salesforce, Salesforce Sales Cloud

16Mar

AI Success is a Team Sport

The contemporary workplace is currently experiencing a profound transformation. The Future of Jobs Report from the World Economic Forum predicts that AI will replace approximately 85 million jobs by 2025, while concurrently generating around 97 million AI-related jobs. AI Success is a Team Sport and will require hiring and training people. This significant shift necessitates a reevaluation of work dynamics, introducing new roles that involve collaboration between “humans, machines, and algorithms.” Amidst this transformative period, AI provides opportunities for organizations to reimagine existing roles, offer upskilling opportunities, and design innovative positions to meet evolving needs. For leaders in the data domain, the crucial task is to assess which jobs could benefit from AI. This requires a thorough understanding of organizational tasks, skills, and strategic goals, complemented by a scalable change management process to accommodate the growth of AI initiatives. To pinpoint relevant jobs, the following steps can be taken: Despite 67% of global business leaders considering the use of generative AI, an equal number of IT leaders acknowledge a skills gap among their employees. “I think most business leaders have a good sense of what the key jobs are inside their organizations. Of those key jobs, what are the good candidates for AI? I think it’s important for any executive—data or not—to understand what they are and plan accordingly.” SOLOMON KAHN DATA LEADERSHIP COLLABORATIVE The implementation of AI necessitates a specialized team, encompassing roles from project managers to domain experts. The composition of the team depends on the project’s complexity, scope, budget, and overall strategic objectives. But to be sure, AI Success is a Team Sport. Key roles for AI initiatives include: AI acts as a disruptor to traditional business practices, and this disruption is viewed positively. The bonuses far outweigh the challenges. The new generation of user-friendly AI technologies, such as generative AI, has moved beyond the hype cycle, offering applications that generate personalized offers and automated chatbots capable of solving complex customer support issues. In this era powered by AI, data leaders play a pivotal role in driving transformative change. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 16, 2024in Salesforce Einstein

14Mar

What is Einstein Used for in Salesforce?

Salesforce Einstein is an AI-powered platform that can be used in various ways to enhance customer experiences and streamline business operations: SalesSalesforce Einstein can help sales teams better understand customers, improve conversion rates, and close deals more quickly. For instance, it can generate sales call summaries, draft emails using customer data, and provide real-time predictions. Customer ServiceEinstein helps customer service agents resolve cases faster and provide customers with relevant information during interactions. MarketingSalesforce Einstein enables marketers to create personalized experiences and send the right content to the right customer at the right time. ITSalesforce empowers IT teams to embed intelligence across the business and create smarter apps for customers and employees. CommerceSalesforce assists retailers by recommending the best products to each customer. Salesforce also includes features to protect data privacy and security, such as the Tectonic GPT Trust Layer, which provides AI bias detection, data security, and regulatory compliance. Salesforce Einstein is the first all-inclusive AI for CRM. It’s an integrated set of AI technologies that makes the Customer Success Platform smarter and brings AI to Salesforce users everywhere. Salesforce is the only comprehensive AI for CRM. It is: Tectonic and Salesforce allow businesses to become AI-first, providing the ability to anticipate customer needs, improve service efficiency, and enable smarter, data-driven decision-making. Sales teams can anticipate next opportunities and exceed customer needs,Service teams can proactively resolve issues before they occur,Marketing teams can create predictive journeys and personalize experiences like never before,IT teams can embed intelligence everywhere and create smarter apps. AI that works for your business.Drive business productivity and personalization with predictive AI, generative AI, and agents across the Customer 360 platform. Create and deploy assistive AI experiences natively in Salesforce, allowing your customers and employees to converse directly with Agentforce to solve issues faster and work smarter. Empower service reps, agents, marketers, and others with AI tools safely grounded in your customer data to make every customer experience more impactful. What is Salesforce Einstein?As of 2024, this groundbreaking AI-based product remains a leader in the CRM industry since its release in 2016. It combines a range of AI technologies, including advanced machine learning, natural language processing (NLP), predictive analytics, and image recognition, enabling businesses to improve productivity and sustain growth. Salesforce AI BenefitsThe most significant benefits of AI are the time and efficiency gains it offers to business processes. By automating tasks, employees can focus on more strategic work. Additionally, automating repetitive tasks reduces errors and enhances operational efficiency. Saleesforce provides robust reporting features that generate valuable insights to support decision-making, helping businesses understand customer needs and identify opportunities. From a customer perspective, Salesforce ensures more meaningful and personalized experiences through advanced NLP capabilities and machine learning to better understand customer behavior. Salesforce AI FeaturesSalesforce is a feature-rich platform that leverages AI’s capabilities in Natural Language Processing, Machine Learning, and image processing. Some of the key features include: Salesforce PricingCosts depend on the required features and the size of the business. Pricing starts at $50 per user per month, with potential increases based on the specific capabilities needed. Salesforce Tectonic ChallengesAlthough Salesforce Tectonic offers numerous benefits, companies may face challenges during integration, such as aligning it with existing systems and ensuring proper training for employees to maximize its use. How to Prepare for Salesforce Tectonic IntegrationUsing an implementation partner like Tectonic can help ensure seamless integration. A partner will assess your current Salesforce setup, recommend the right features, and guide you through the integration process. ConclusionSalesforce is a cutting-edge platform that empowers businesses to transform operations with comprehensive AI capabilities. It provides tailored solutions for sales, service, marketing, and commerce teams, enabling better customer interactions, data-driven decision-making, and increased productivity. With the right implementation partner like Tectonic, businesses can seamlessly integrate and leverage Tectonic to stay ahead in a competitive landscape. Content updated November 2024. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 14, 2024in AI Tools, Data, Generative AI, Salesforce, Salesforce Einstein

14Mar

Marketing Cloud Growth Edition

Salesforce has unveiled the Marketing Cloud Growth Edition, (Marketing Cloud Engagement) offering a glimpse into the future of marketing applications aligned with the core Salesforce platform. This edition marks the first iteration of Marketing Cloud on the ‘core’ Salesforce platform, known as Einstein 1 Platform. Built on Data Cloud, it introduces new builders powered by Salesforce CMS, a data model tapping into Salesforce objects, and a suite of data management capabilities through Data Cloud and Einstein’s generative AI tools. It’s crucial to understand that while this edition brings new functionality, Salesforce remains committed to innovating existing Marketing Cloud products as well. Marketing Cloud Growth Edition targets B2B SMB organizations, offering lead capture, cross-channel journeys, engagement scoring, and reporting capabilities. Built on Einstein 1 Built on Einstein 1, Marketing Cloud Growth Edition leverages Data Cloud’s technology to enhance marketing products with AI-powered features. This move signifies Salesforce’s focus on integrating powerful new technologies into the Marketing Cloud tech stack. Two years ago, Salesforce made the decision to rename a number of their Marketing Cloud offerings. Marketing Cloud’s most popular modules for messaging and journeys go by Marketing Cloud Engagement. Has it really been two years? The architecture of Marketing Cloud Growth Edition represents a significant shift, with key components like the email and form builders built on Salesforce CMS. These builders offer guided setup processes and seamless integration with Flow, Salesforce’s automation engine. Marketers will benefit from simplified workflows and advanced personalization options. Marketing Cloud Account Engagement (formerly Pardot), caters to more B2B use cases. So which product is Marketing Cloud Growth Edition really: Marketing Cloud Engagement or Marketing Cloud Account Engagement? Being targeted at B2B, SMB (small-medium) organizations, you may be asking if this is the beginning of the end for Account Engagement. In short, this is not only a new edition, it’s a whole new world…Marketing Cloud ‘On Core’ (Einstein 1). Marketing Cloud Growth Edition and Einstein AI Einstein AI plays a pivotal role in Marketing Cloud Growth Edition, providing features like Send Time Optimization and Co-Create for campaign brief and message generation. Additionally, robust analytics capabilities built on Data Cloud offer insights into marketing performance. Announced at Dreamforce ‘23 as a better re-engineered core platform with the inherent ability to handle generative AI with speed and agility. Support of Salesforce Data Cloud for their marketing platforms has been a focus and now it is a reality. Pricing for Marketing Cloud Growth Edition starts at $18,000 per org per year, with additional options for email sends, unified profiles, segmentation credits, and SMS sends. With Marketing Cloud Growth Edition, you will gain the following: 180k email sends /org/year (add on email sends at an additional cost). 10k unified profiles, unified via Data Cloud. 10k activation and segmentation credits, to use with Data Cloud. The rollout of Marketing Cloud Growth Edition begins in North America, with plans for availability in Europe/Middle East (EMEA) in the second half of 2024. Learning resources and guided setup will be available to help customers get started with the new edition. While Marketing Cloud Growth Edition represents a significant step forward, it’s important to note that it’s not the end of Marketing Cloud or Account Engagement products. Salesforce continues to invest in innovation and development, with future plans to migrate more Marketing Cloud functionality onto the core platform. Great Changes with Marketing Cloud Growth Edition This includes lead capture, sending leads on journeys with email and SMS, automating notifications to sales and service teams, engagement scoring, and reporting for engagement on assets (such as emails, SMS, landing pages and forms). A new type of scoring that combines what we have known as scoring (behavioral) and grading (demographic). With the advent of advanced personalization, sending a large volume of customers through personalized cross-channel journeys, and reporting on these results. The email builder is built on top of Salesforce CMS, a shared service across other parts of the platform, so you have a single repository for assets. Let the tools do what they each excel at. CMS do what it does best, and allow Flow to do what it does best. Tectonic suspects Account Engagement (formerly Pardot) customers will start to see some of this reimagined building experience in the first half of 2024. Salesforce platform users have long known Flow to be Salesforce’s automation engine, bringing incredible power to non-coder that they historically didn’t have. Flow will power the automation behind Marketing Cloud Growth Edition too – including email sending. On The Core Platform As a result of being on the Einstein 1 (‘core’) platform, any AI-powered features marketers choose to use will be accessible and more powerful. Einstein Send Time Optimization is included, which will advise the most optimal time to send an email, based on the best performing emails for that audience in the past. Also, you’ll find Einstein Co-Create for campaign brief and message generation, and likely more that we’ve yet to encounter. When it comes to reporting on marketing on the Salesforce platform, you have many options. B2B Marketing Analytics (B2BMA) is an add-on to Account Engagement, where customers gain access to a pre-built CRM Analytics app that contains dashboards for use cases such as pipeline, engagement, account-based marketing, and other. Will there be access to something similar? For Marketing Cloud Growth Edition, at the time of launch there will instead be a set of reports and dashboards, built on Data Cloud. Details are currently yet to be released by Salesforce. Tectonic will alert you as soon as we hear. Easy Guided Set-ups You may have already gone through the new-style guided setup with other Salesforce modules. You will know that Salesforce has cut down the number of clicks required. Everyone on the Salesforce side involved with the project has been through the setup multiple times, which can be launched in minutes. Overall, Marketing Cloud Growth Edition promises to empower marketers with advanced capabilities and insights, setting the stage for continued evolution and growth in the marketing automation landscape. Marketers like us

March 14, 2024in Salesforce Marketing Cloud

12Mar

Announcing Marketing Cloud Engagement

Rebranding initiatives are a powerful tool for companies to continuously enhance their products, showcasing a commitment to ongoing innovation and improvement. Salesforce, a leader in this arena, has recently undergone a significant transformation, particularly with the rebranding of its Marketing Cloud to Marketing Cloud Engagement. Understanding these changes is crucial for businesses, and Tectonic, as a trusted expert, is here to provide insights. With many of their products being like ‘the artist formerly known as’ it can be hard to keep them all straight. These transformations can be abrupt for users who have deeply integrated entire platforms into their mission-critical operations. Announcing Marketing Cloud Engagement. Formerly Salesforce Marketing Cloud. Most of us are still trying to quit calling Marketing Cloud Account Engagement Pardot. Pardot and Marketing Cloud have been two leading Salesforce marketing automation tools since 2013. By 2022, more than 37,000 companies had integrated Pardot with Salesforce, and over 22,000 businesses had used or were using Marketing Cloud, according to statistics from Infoclutch.com and Enlyft.com. With the recent rebranding of Salesforce Marketing Cloud, Salesforce aims to support organizations utilizing Salesforce by offering insights. Our experts at Tectonic are here to help. Tectonic’s goal is to help you comprehend the implications of these changes for your company. Whether your organization operates in the public sector, hospitality, transportation, health, life sciences, financial services, or the nonprofit sector, comprehending the distinctions between Marketing Cloud and Marketing Cloud Account Engagement (formerly Pardot) is essential for making informed decisions that align with your goals. Marketing Cloud Engagement Build relationships with engagement marketing tools, powered by AI. Einstein AI partnered with Marketing Cloud Engagement enable you to do more, smarter, and faster. Activate your data in real-time to deliver personalized campaigns and engagement at scale and increase your customer lifetime value. Let’s address key questions about the Salesforce Marketing Cloud name change: For organizations aiming to optimize engagement efforts, a thorough understanding of these products is necessary to maximize investments and enhance customer and constituent impact. Whether your company has a long history with Salesforce or recently adopted it, the answers to these questions will aid your organization in maximizing the potential of your CRM. Announcing Marketing Cloud Engagement Marketing Cloud Engagement (formerly known as Marketing Cloud) is a business-to-consumer (B2C) marketing automation platform with multiple modules, providing a unified interface. This enables organizations to streamline, target, and personalize messages to stakeholders, members, and other audiences, ensuring maximum return on investment. Companies seeking personalized communication and community experiences should consider Marketing Cloud Engagement. It provides built-in tools like email templates, driven by AI-powered Einstein, to deliver personalized campaigns at scale. Real-time data activation enhances engagement, and its modular structure allows for tailored solutions. Tailored for marketing campaigns dealing with large data volumes, Marketing Cloud has a robust product architecture situated on its own platform, distinct from the core Salesforce infrastructure. It employs connectors like Marketing Cloud Connect for integration. The module structure sets Marketing Cloud apart, with Studios managing content and marketing channels (e.g., Web Studio, Mobile Studio) and Builders overseeing data and campaign automation (Content Builder, Audience Builder, Contact Builder). These modules collaborate across marketing channels for various applications such as email marketing, SMS, push notifications, targeted online advertising, data management, customer journeys, and more. How can you use Marketing Cloud? Companies looking to personalize campaign communication and community experiences should consider Marketing Cloud Engagement, possibly with Salesforce Experience Cloud. Reporting functionalities offer visualizations consolidating performance data from various marketing channels, allowing teams to assess campaign success and adjust strategies based on results. Quick ways to determine if Marketing Cloud Engagement is suitable for your team include valuing personalization, having shorter decision-making cycles, dealing with large amounts of data from multiple sources, needing to segment contacts outside the core Salesforce platform, and having the resources for in-house training or hiring a Marketing Cloud consultant. Budget considerations are also vital, as Marketing Cloud comes with a higher price tag and additional training costs. Bring It All Together? Have you ever wondered why sales and marketing teams combine Salesforce Marketing Cloud Engagement and Account Engagement (formerly Pardot), with Sales Cloud to reach their goals? Thinking about how these platforms can work together likely makes your head spin like a twister in Kansas. But, combined the suite makes for a sweet sales and marketing tool box. How Salesforce Marketing Automation Can Help Your Business? Salesforce marketing automation enhances campaign management and operational efficiency across various channels, offering: Effective implementation of marketing automation can significantly increase lead conversion rates, with 77% of businesses reporting growth after adoption. It also enables staff to automate routine tasks, reduces errors, and supports business expansion and adaptability. What is Marketing Cloud Account Engagement (formerly Pardot)? Marketing Cloud Account Engagement (MCAE) integrates closely with your CRM, operating partially on the core Salesforce infrastructure and partially on its infrastructure. Ideal for business-to-business (B2B) scenarios and “considered purchases,” MCAE excels in longer sales cycles and outreach campaigns. It offers functionalities like prospect behavior monitoring, Salesforce object connection, lead generation, email nurture campaigns, content and webinar marketing, and account-based marketing (ABM). MCAE excels in business-to-business (B2B) scenarios and “considered purchases” involving more decision-makers and longer sales cycles. MCAE simplifies marketing strategies by automatically pulling CRM data for personalized experiences. It fosters cross-departmental collaboration, qualifies leads, automates campaigns, transforms user behavior data into actionable insights, and utilizes AI for prospect identification. Why did Pardot’s name change? Salesforce rebranded to streamline the software purchasing process for customers, aiming for a more consistent experience. This initiative addresses gaps in customer knowledge about their products. Is Marketing Cloud Account Engagement part of Marketing Cloud? While the rebrand unifies Marketing Cloud and Marketing Cloud Account Engagement under the same product suite, MCAE retains an intentionally independent product architecture. This differentiation extends beyond functionality and involves deliberate architecture decisions in resource locations and infrastructure designs. MCAE focuses on unifying sales and marketing and sources less data than Marketing Cloud Engagement. Consequently, MCAE can exist partially on its architecture and partially on

March 12, 2024in Google Analytics, Life Sciences Cloud, Salesforce, Salesforce Marketing Cloud

11Mar

Customized Conversational AI Assistant

Create and Customize a Conversational AI Assistant for CRM Einstein Copilot is your all-in-one CRM AI assistant, seamlessly integrated into every Salesforce application. It empowers teams to accelerate tasks with intelligent actions, deploy conversational AI with built-in trust, and easily scale a unified copilot across your organization. Customized Conversational AI Assistant. Einstein 1 Studio Customize and Enhance AI for CRM:Einstein 1 Studio allows you to tailor Einstein Copilot to your specific business needs. Configure actions, prompts, and models to create a personalized AI experience. Users can interact with the AI using natural language, making task execution more intuitive and efficient. Copilot Builder Expand Einstein Copilot with Advanced Features:Enhance Einstein Copilot by integrating actions with familiar Salesforce platform features like Flows, Apex code, and Mulesoft APIs. Convert workflows into copilot actions and test these interactions within a user-friendly interface, enabling you to monitor and refine your copilot’s performance. Prompt Builder Accelerate Employee Task Completion:Design prompt templates that quickly summarize and generate content, helping employees complete tasks faster. Create prompts that draw from CRM data, Data Cloud, and external sources to make every business task more relevant. Develop prompts once and deploy them across Einstein Copilot, Lightning pages, and flows. Model Builder Integrate and Manage AI Models:Incorporate your predictive AI models and large language models (LLMs) within Salesforce through the Einstein Trust Layer. Utilize no-code ML models in Data Cloud, and manage all your AI models from a centralized control platform, ensuring seamless operation and integration. Deploy Trustworthy AI Leverage Generative AI with Built-In Safeguards:Einstein Copilot is designed to ensure the privacy and security of your data, while improving result accuracy and promoting responsible AI use across your organization. Built directly into the Salesforce Platform, the Einstein Trust Layer offers top-tier features and safeguards to ensure your AI deployments are trustworthy. “The combination of AI, data, and CRM allows us to help busy parents solve the ‘what’s for dinner’ dilemma with personalized recipe recommendations their family will love.”— Heather Conneran, Director, Brand Experience Platforms, General Mills 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 11, 2024in Data, Generative AI, Mulesoft, Salesforce

09Mar

Public Cloud Infrastructure with Hyperforce

Drive Expansion in New Territories-Public Cloud Infrastructure with Hyperforce Hyperforce offers rapid activation of a new local presence in regions where public cloud infrastructure is available. Through partnerships with public cloud providers, Hyperforce unlocks opportunities for expansion in new geographies worldwide. Enhance Regional Performance Regional cloud solutions ensure quicker in-country performance and reduced distances between end users and data centers, leading to an overall improved user experience. Manage Critical Workloads Securely Hyperforce provides a global infrastructure that ensures high availability for your cloud workloads. Utilizing a multi-availability zone (AZ) distribution model, Hyperforce offers redundancy in case of major failures in one of the zones. Access the Latest Salesforce Innovations Quickly Infrastructure as code facilitates easily repeatable deployments, accelerating the developer experience. The Salesforce Platform is engineered to deliver secure and scalable products with enhanced agility. Practical Applications Local Data Storage Compliance: Fulfill evolving industry and regional regulations with in-country data storage options. Comprehensive Data Protection: Ensure data security with enhanced controls and end-to-end encryption, regardless of storage location. Scalable Workload Management: Grow your business on adaptable infrastructure designed to scale alongside your needs. Confident Migration: Maintain compatibility with existing custom apps and integrations built on Salesforce, ensuring a seamless transition. Empowering Future Growth with Hyperforce Discover How 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 9, 2024in Hyperforce

08Mar

UX Design Trends 2024

Navigating Design Trends: AI, Discovery, Accessibility, and Collaboration. Salesforce UX Design Trends 2024. As we reflect on the past year and look ahead, design trends are emerging, signaling a pivotal moment in the intersection of creativity, usability, and AI. For developers, admins, architects, and business leaders, understanding these trends is crucial in shaping the future. Here are the four design trends steering this transformative journey: As we move forward, these design trends signify a paradigm shift, emphasizing the significance of AI, streamlined discovery, accessibility, and the growing collaboration between designers and developers. Navigating this transformative landscape requires an adaptable mindset and a commitment to ethical, inclusive design practices from the outset. When you work with Tectonic we take all these considerations to mind as we design or re-design your Salesforce org. Contact Tectonic today. UX Design Trends 2024 Like2 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 8, 2024in Salesforce

Leverage AI and Machine Learning in Your Data Warehouse

08Mar

Exploring Machine Learning with Salesforce

Machine Learning (ML) falls into three main categories: Supervised Learning, Unsupervised Learning, and Reinforcement Learning. Let’s dive into some issues and considerations that might leave you wondering if it’s even worth starting! Not embracing what Professor Stuart Russell called “the biggest event in human history” may be short-sighted. Don’t worry, Salesforce can help. Salesforce and Machine Learning Salesforce has a 20-year history of making complex technologies business-friendly. This extends to Machine Learning, integrating ML capabilities throughout the Salesforce Customer 360 suite, which includes solutions for Marketing, Commerce, Sales, Service, and Analytics, among others. Machine Learning in Action with Salesforce Marketing Imagine you’re in a marketing role. You want to predict the likelihood that a customer will engage with your campaigns to maximize effectiveness. Supervised Learning can help here by predicting subscriber engagement (opens, click-throughs, conversions) using historical data (90 days of engagement metrics). For example, using predictive Engagement Scoring, a Salesforce customer in the travel industry achieved a 66% drop in unsubscribe rates and a 13% revenue increase. You also want to ensure prospective customers can quickly find relevant products. Unsupervised Learning can personalize product assortments throughout the shopper journey by analyzing buying patterns, site browsing tendencies, and relationships between search terms and products. Using AI-powered Predictive Sort, businesses have seen a 9.1% increase in revenue per visitor and a 3.8% increase in conversion rates. Sales For sales teams handling many opportunities, predicting the quality of each Opportunity can help prioritize efforts. Supervised Learning, using historical data of at least 200 Closed/Won and 200 Closed/Lost Opportunities, can provide a prioritized list of Opportunities to maximize revenue potential. A large Salesforce customer in the consumer goods sector increased win rates by 48% by focusing on the best Opportunities. Service Post-sale customer support is crucial. Service agents need to address challenging cases efficiently. Supervised Learning can recommend articles to resolve current cases based on historical data from at least 1000 cases with knowledge base articles. A large electronics company using Salesforce AI-powered solutions saved 5 hours per agent per week, enhancing productivity. Simplifying Complex Technology Salesforce’s rich history of making complex technology accessible allows businesses to realize ML benefits without needing specialized knowledge. Traditional ML involves multiple steps like data collection, transformation, sampling, feature selection, model selection, score calibration, and integrating results. Salesforce simplifies this with a customizable data model, automated feature engineering, and automatic model building and selection. For example, in model selection, Salesforce runs a “model tournament” to choose the best model with varying hyper-parameters, ensuring the most accurate model is selected without requiring user intervention. Conclusion Salesforce abstracts the complexity of ML behind user-friendly interfaces, making it easier for businesses to leverage powerful technology. Whether it’s predicting customer engagement, personalizing shopping experiences, prioritizing sales opportunities, or enhancing customer support, Salesforce’s ML capabilities can drive significant business value. Discover more about how Salesforce can transform your approach to Machine Learning and help you achieve your business goals. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 8, 2024in Data, Technology

Workflow Rules & Process Builder End of Support

07Mar

Workflow Rules And Process Builder End of Support

Publish Date: Mar 5, 2024 Description Salesforce will no longer be supporting Workflow Rules and Process Builder on December 31, 2025, and we recommend that you migrate your automation to Flow Builder by that time. Workflow Rules & Process Builder End of Support You’re also probably wondering why we’re retiring Workflow Rules and Process Builder. Salesforce wants to focus development on a modern, extensible, low-code automation solution in Flow Builder, which led us to retire the previous features. What does this change mean for me? If you have active Workflow Rules or Process Builder processes running after 2025, they will no longer receive customer support or bug fixes. What action can I take? We recommend implementing a plan to migrate any active rules or processes to Flow Builder before the deadline. Depending on the complexity of your org, this migration may take a significant amount of time and testing, so we recommend starting now. To assist in the migration process, we have a Migrate to Flow tool and extensive support resources available. What happens if I don’t take action? After December 31, 2025, Workflow Rules and Process Builder may continue to function and execute existing automation, but customer support will not be available, and bugs will not be fixed. How do I identify affected users? You can identify whether you have active workflow rules by going to Setup | Process Automation | Workflow Rules and sorting the Active column for checkmarks. You can identify whether you have active Process Builder processes by going to Setup | Process Automation | Process Builder and sorting the Status column for Active. If you have more questions, open a case with support via Salesforce Help. To view all current and past retirements, see Salesforce Product & Feature Retirements. To read about the Salesforce approach to retirements, read our Product & Feature Retirement Philosophy. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 7, 2024in Salesforce

07Mar

Data Management and Data Maturity

Data Management and Data Maturity: Generative AI Raises Concerns About Data Ethics and Equity Harnessing the capabilities of generative AI is contingent on having comprehensive, unified, and accurate data, as indicated by more than half of IT leaders. However, several obstacles hinder progress. A recent survey unveils that a majority of IT leaders lack a unified data strategy, impeding the seamless integration of generative AI into their existing technology stack. Beyond technical challenges, generative AI also brings to the forefront serious ethical considerations. Key findings from the survey reveal: AI Illuminates Data Management While generative AI garners attention, more established AI applications, such as predictive analytics and chatbots, have long been advantageous for organizations. Technical leaders leveraging AI report significantly faster decision-making and operations. The benefits extend beyond speed, with analytics and IT leaders highlighting more time to address strategic challenges rather than being immersed in mundane tasks. Customers also reap the rewards, with technical leaders noting substantial improvements in customer satisfaction due to AI. Given the pivotal role of quality data in AI outcomes, it is unsurprising that nearly nine out of ten analytics and IT leaders consider new developments in AI to prioritize data management. Realized Benefits of AI Adoption Analytics and IT leaders cite several top benefits realized from AI adoption: Data Maturity Signals AI Preparedness Data maturity emerges as a foundational element for successful AI adoption, with high-maturity organizations boasting superior infrastructure, strategy, and alignment compared to their low-data-maturity counterparts. The disparities are particularly evident in terms of data quality, with high-maturity respondents being twice as likely as low-maturity respondents to possess the high-quality data required for effective AI utilization. Like2 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 7, 2024in Generative AI, Salesforce Data Cloud, Salesforce Einstein

07Mar

Einstein Trust Layer Explained

The Einstein Trust Layer, seamlessly integrated into the Salesforce Platform, serves as a secure AI architecture designed to meet enterprise security standards. This foundational layer prioritizes stringent security measures, allowing teams to harness the power of generative AI without compromising customer data. Simultaneously, it empowers companies to make the most of their trusted data, thereby enhancing the precision of generative AI responses. Key features of the Einstein Trust Layer include: Integrated and Grounded: An inherent component of every Einstein Copilot, the Trust Layer ensures that generative prompts are firmly rooted and enriched in trusted company data. Its integration with Salesforce Data Cloud establishes a seamless connection, reinforcing the reliability and relevance of generative responses. Zero-Data Retention and PII Protection: Companies can trust that their data will never be retained by third-party Large Language Model (LLM) providers. The Trust Layer incorporates masking techniques for personally identifiable information (PII), ensuring an added layer of data privacy. Toxicity Awareness and Compliance-Ready AI Monitoring: A dedicated safety-detector LLM within the Trust Layer acts as a guard against toxicity, assessing risks to brand reputation by scoring AI generations. This scoring mechanism instills confidence in the safety of responses. Moreover, each AI interaction is meticulously recorded in a secure, monitored audit trail, providing companies with visibility and control over how their data is utilized and ensuring compliance readiness. In alignment with Microsoft’s introduction of Copilot solutions powered by generative AI, Salesforce is leveraging the capabilities of Large Language Models (LLMs) to empower professionals in sales, marketing, and customer service. Building on Salesforce’s existing suite of Einstein AI features, the company unveiled “Einstein 1” this year—a next-generation suite of tools empowering users to seamlessly integrate AI into their everyday workflows. At the core of this advancement is the Einstein Copilot solution, complemented by the new Copilot studio and the Einstein Trust Layer. Like2 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 7, 2024in Einstein 1 Platform

06Mar

Workflow Rules and Process Builder

End of Support Publish Date: Mar 5, 2024 Description Salesforce will no longer be supporting Workflow Rules and Process Builder on December 31, 2025, and we recommend that you migrate your automation to Flow Builder by that time. You’re also probably wondering why we’re retiring Workflow Rules & Process Builder. Salesforce wants to focus development on a modern, extensible, low-code automation solution in Flow Builder, which led us to retire the previous features. What does this change mean for me? If you have active Workflow Rules or Process Builder processes running after 2025, they will no longer receive customer support or bug fixes. What action can I take? We recommend implementing a plan to migrate any active rules or processes to Flow Builder before the deadline. Depending on the complexity of your org, this migration may take a significant amount of time and testing, so we recommend starting now. To assist in the migration process, we have a Migrate to Flow tool and extensive support resources available. What happens if I don’t take action? After December 31, 2025, Workflow Rules as well as Process Builder may continue to function and execute existing automation, but customer support will not be available, and bugs will not be fixed. How do I identify affected users? You can identify whether you have active workflow rules by going to Setup | Process Automation | Workflow Rules and sorting the Active column for checkmarks. You can identify whether you have active Process Builder processes by going to Setup | Process Automation | Process Builder and sorting the Status column for Active. If you have more questions, open a case with support via Salesforce Help. To view all current and past retirements, see Salesforce Product & Feature Retirements. To read about the Salesforce approach to retirements, read our Product & Feature Retirement Philosophy. Knowledge Article Number 001096524 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 6, 2024in Salesforce

05Mar

Salesforce Announces Advances in Public Sector Solutions

Explore the diverse new ways in which advances in Public Sector Solutions revolutionize the provision of public services. Establish interactive application forms and deploy them on an Experience Cloud site accessible to constituents. Develop automated approval processes for efficient application review. Employ dynamic assessments for evaluating applications, and generate care plans and referrals to assist constituents in need. Utilize a trial Salesforce PSS org to explore the product and prepare for implementation. Discover the synergy between the Salesforce platform, a dedicated data model, and a suite of common components that facilitate the implementation of a solution tailored to your agency’s needs. Whether implementing Public Sector Solutions for a municipality, state, province, or at the federal or national level, each public agency has distinct requirements for serving constituents through digital tools and workflows. Public Sector Solutions avoids a one-size-fits-all approach, allowing you to combine various components and tools to create a customized solution for you and your constituents. Salesforce Platform: The cloud-based Salesforce platform, encompassing Sales Cloud, Service Cloud, and Experience Cloud, forms the foundation of Public Sector Solutions and is inclusive with the product. Offering relationship management, case management, collaboration, integration, and data insight capabilities, the platform provides a 360-degree view of constituents for more effective service, management, and interaction. Adhering to stringent data security regulations, the platform allows quick deployment and scalability, with flexibility for expansion. Data Model: The Public Sector Solutions data model is tailored for government agencies, encompassing objects for defining regulatory agencies, authorization types, codes, constituents as business or person accounts, visits, complaints, violations, and more. Whether managing licenses and permits, conducting inspections, or overseeing social services programs, the data model accommodates diverse governmental tasks. Industry Common Layer: A suite of no-code and low-code components and tools, including OmniStudio, Action Plans, Document Tracking and Approvals, OmniStudio Document Generation, Business Rules Engine, and more, enables automation of traditionally paper-based processes. Common layer components facilitate the creation of dynamic forms, application reviews, complex policy decisions, and more. Prebuilt Apps: These elements culminate in several prebuilt applications, each addressing specific needs: Contact Tectonic today to explore Salesforce public sector solutions. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 5, 2024in Mulesoft, Public Sector Solutions, Salesforce, Salesforce Experience Cloud, Salesforce Public Sector Solutions

04Mar

AI Product Management Tools

Embracing AI in Product Management: Your New Best Friend, Not a Replacement-Original published by https://zedaio.medium.com/ Amid the lively debates about AI taking over product management roles, let’s set the record straight: AI is here as an ally, not a replacement. It’s about leveraging AI to amplify our capabilities, streamline mundane tasks, and make room for the creative and strategic aspects of product management. AI Product Management Tools. Here are seven AI tools that will automate your daily routines, offering support that transforms the way you manage products. Ready to upgrade your product management game with AI by your side? Let’s dive in! 1. Zeda.io Zeda.io is one of the best AI tools for product managers. It offers a complete suite of features that help you in feedback management, strategic planning, and closing the loop. It is a perfect tool if you are striving to balance your customer needs and business goals. With integrations like Slack, Gong, Teams, Salesforce, and more, you can gather and manage customer feedback effortlessly. Its unique AI technology generates valuable, actionable insights by categorizing all the feedback, helping you uncover pressing customer issues and decide what to build next. Key Features: 2. ChatGPT An obvious choice, ChatGPT can automate many of your tasks. It helps make sense of vague product user feedback, create PRDs, release notes, and other documents. The key is to use the right prompts and GPT plugins tailored for product managers. Key Features: 3. Notion AI Notion is a cloud-based productivity and collaboration tool that provides various organizational tools, including task management, project tracking, to-do lists, bookmarking, and more. Notion’s AI can assist product managers in several ways. Key Features: 4. Uizard Uizard is a user interface design tool that uses AI to quickly and efficiently create wireframes, mockups, and prototypes in minutes. The tool’s advanced deep-learning algorithms analyze images provided by product teams and managers to create design themes. Key Features: 5. ClickUp ClickUp is a cloud-based tool that helps teams manage their work effectively, offering features like task management, time tracking, file sharing, and communication tools. ClickUp is highly customizable and offers multiple AI tools that integrate seamlessly into workflows. Key Features: 6. Delibr Delibr is an excellent tool for AI product teams to collaborate effectively during the feature refinement process. It helps capture, synthesize, and organize feedback from diverse sources, enabling informed decision-making and creating high-quality documentation. Key Features: 7. Fireflies.ai Fireflies.ai enhances meeting productivity by transcribing, summarizing, and analyzing voice conversations. It integrates with major video-conferencing platforms and offers various ways to capture meetings, including a Chrome extension and direct uploads. Key Features: AI Product Management Tools Embracing AI in product management doesn’t mean diminishing the value of human insight; it’s about enhancing our capabilities and efficiency. The seven AI tools outlined here offer a glimpse into a future where technology and creativity intersect, empowering product managers to achieve more in less time. By integrating suitable tools into your workflow, you can focus on innovation and strategy, ensuring your products not only meet but exceed user expectations. Let AI be your ally to achieve greater heights and product success. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

March 4, 2024in AI Tools, Data, Google, Salesforce, Salesforce Einstein, Technology

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