Salesforce - gettectonic.com - Page 6
NetSuite Salesforce Collaboration

NetSuite Salesforce Collaboration

NetSuite Bets on Strategic Growth and Embraces Collaboration with Salesforce Growing on All Fronts At SuiteWorld 2024, the theme, “All Systems Grow,” reflected a pivotal moment for NetSuite. While the event lacked groundbreaking announcements, it showcased a fulfillment of past promises and a notable strategic shift toward openness and collaboration. Oracle and NetSuite are now welcoming competitors as partners, signaling a move toward interoperability that could redefine their market positioning. With over 40,000 customers, NetSuite continues its strong growth in the ERP space, particularly among SMBs. The company’s Q3 sales surged 20% year-over-year, underlining its momentum in the mid-market. Beyond traditional ERP capabilities, NetSuite’s expanded suite of solutions positions it as more than just an ERP provider. Delivering on AI Innovations While there were no splashy acquisitions, NetSuite made significant strides by rolling out 170 new modules and features, many leveraging AI. These enhancements blend predictive AI and generative AI to increase accuracy and user productivity. These updates aim to elevate both the platform’s quality and the efficiency of its users. Redwood Design: A Transformative User Experience NetSuite is adopting Oracle’s Redwood design language, promising a more intuitive and user-friendly interface. While Redwood is not new, its phased rollout within NetSuite is a significant step forward. Notable Additions: SuiteProcurement and Salesforce Integration SuiteProcurement: NetSuite’s new procurement automation solution integrates directly with Amazon Business and Staples Business Advantage, automating ordering, invoicing, approvals, and deliveries. Plans are underway to expand vendor support, offering broader applicability in the future. Salesforce Partnership: NetSuite’s most significant announcement was its strategic partnership with Salesforce, enabling real-time data exchange between the platforms. Evan Goldberg, NetSuite’s founder and EVP, explained the rationale:“It’s up to the customer to decide what software they want to use.” The partnership reflects NetSuite’s commitment to addressing customer needs, with more SaaS integrations expected in the future. Expanding Field Service Management (FSM) NetSuite’s Field Service Management (FSM) capabilities, acquired last year, are now better integrated into its platform. While development progress has been slower than anticipated, significant enhancements are expected in the coming year, leveraging Oracle technology to extend FSM’s functionality across industries. And Field Service Management is available in Salesforce, as well. Positioned for Continued SMB Growth NetSuite’s investments are yielding results, as demonstrated by its rapid growth and deeper integration of Oracle technology. The NetSuite Analytics Data Warehouse and Enterprise Performance Management are driving adoption among existing users, showcasing the platform’s scalability. NetSuite’s ability to quickly integrate Oracle updates into its infrastructure gives it a competitive edge, ensuring customers benefit from the latest innovations without delays. With its robust feature set, AI-powered tools, and strategic partnerships like the one with Salesforce, NetSuite has strengthened its position as a go-to ERP platform for SMBs. Its consistent 20% year-over-year growth indicates a bright future, making it an increasingly attractive option for mid-market businesses. 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

Read More
AI Agent Rivalry

AI Agent Rivalry

Microsoft and Salesforce’s AI Agent Rivalry Heats Up The battle for dominance in the AI agent space has escalated, with Salesforce CEO Marc Benioff intensifying his criticism of Microsoft’s AI solutions. Following remarks at Dreamforce 2024, Benioff took to X (formerly Twitter) to call out Microsoft for what he called “rebranding Copilot as ‘agents’ in panic mode.” The AI Agent rivalry winner may be determined not by flashy features but by delivering tangible, transformative outcomes for businesses navigating the complexities of AI adoption. AI Agent Rivalry. Benioff didn’t hold back, labeling Microsoft’s Copilot as “a flop”, citing issues like data leaks, inaccuracies, and requiring customers to build their own large language models (LLMs). In contrast, he touted Salesforce’s Agentforce as a solution that autonomously drives sales, service, marketing, analytics, and commerce without the complications he attributes to Microsoft’s offerings. Microsoft’s Copilot: A New UI for AI Microsoft recently unveiled new autonomous agent capabilities for Copilot Studio and Dynamics 365, positioning these agents as tools to enhance productivity across teams and functions. CEO Satya Nadella described Copilot as “the UI for AI” and emphasized its flexibility, allowing businesses to create, manage, and integrate agents seamlessly. Despite the fanfare, Benioff dismissed Copilot’s updates, likening it to “Clippy 2.0” and claiming it fails to deliver accuracy or transformational impact. Salesforce Expands Agentforce with Strategic Partnerships At Dreamforce 2024, Salesforce unveiled its Agentforce Partner Network, a global ecosystem featuring collaborators like AWS, Google Cloud, IBM, and Workday. The move aims to bolster the capabilities of Agentforce, Salesforce’s AI-driven platform that delivers tailored, autonomous business solutions. Agentforce allows businesses to deploy customizable agents without complex coding. With features like the Agent Builder, users can craft workflows and instructions in natural language, making the platform accessible to both technical and non-technical teams. Flexibility and Customization: Salesforce vs. Microsoft Both Salesforce and Microsoft emphasize AI’s transformative potential, but their approaches differ: Generative AI vs. Predictive AI Salesforce has doubled down on generative AI, with Einstein GPT producing personalized content using CRM data while also providing predictive analytics to forecast customer behavior and sales outcomes. Microsoft, on the other hand, combines generative and predictive AI across its ecosystem. Copilot not only generates content but also performs autonomous decision-making in Dynamics 365 and Azure, positioning itself as a comprehensive enterprise solution. The Rise of Multi-Agent AI Systems The competition between Microsoft and Salesforce reflects a broader trend in AI-driven automation. Companies like OpenAI are experimenting with frameworks like Swarm, which simplifies the creation of interconnected AI agents for tasks such as lead generation and marketing campaign development. Similarly, startups like DevRev are introducing conversational AI builders to design custom agents, offering enterprises up to 95% task accuracy without the need for coding. What Lies Ahead in the AI Agent Landscape? As Salesforce and Microsoft push the boundaries of AI integration, businesses are evaluating these tools for their flexibility, customization, and impact on operations. While Salesforce leads in CRM-focused AI, Microsoft’s integrated approach appeals to enterprises seeking cross-functional AI solutions. In the end, the winner may be determined not by flashy features but by delivering tangible, transformative outcomes for businesses navigating the complexities of AI adoption. AI Agent Rivalry. 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

Read More
Gamification in Experience Cloud

Gamification in Experience Cloud

Setting Up Gamification in Salesforce Experience Cloud to Boost Engagement When someone mentions “gamification,” many think of “games,” “fun,” and “entertainment.” While this is true, in the context of Salesforce, it takes on new dimensions. Here, it’s not just about fun; it’s about enhancing user engagement, productivity, and overall experience. Keep reading as we explore the intricacies of implementing gamification in Salesforce Experience Cloud and how you can leverage this game-changing experience for your organization (pun intended). Gamification, Fully Explained Gamification employs game-like mechanics to motivate users while they interact with your website, application, or service through engaging content. The essence of gamification lies in rewarding users with points and badges for completing specific actions. Examples include: A prime example of gamification in Salesforce is Trailhead, where users earn badges and points for completing various trails and modules. As a proud Triple Star Ranger with 566 badges, 162,075 points, and 89 trails completed, I’m a trailblazing fool. Time to put in the work! Using Gamification in Salesforce Experience Cloud: Common Benefits When implemented correctly, gamification can significantly enhance user engagement and experience. Here are some common advantages of using gamification in Salesforce Experience Cloud: Main Gamification Functionality in Salesforce Gamification in Salesforce Experience Cloud revolves around three key pillars: Recognition Badges, Missions, and Reputation Leaderboards. Before exploring the setup, let’s understand these key elements: How to Set Gamification Up in Salesforce Experience Cloud: Your Step-by-Step Tutorial Now that we’ve covered the basics, let’s walk through the process of implementing gamification in a Salesforce Experience Cloud site. Follow these simple steps—it’s straightforward! Step 1: Locating Gamification in the Experience Builder Step 2: Turning the Thanks Settings On Step 3: Creating a Recognition Badge Step 4: Creating a Mission Badge Step 5: Enabling Reputation on an Experience Cloud Site Step 6: Adjusting Reputation Levels and Points Step 7: Assembling Gamification Components on the Site’s Layout Step 8: Enjoying Gamification from a User’s Perspective Final Thoughts Implementing gamification in Salesforce Experience Cloud is straightforward. While it involves several steps, the benefits are well worth the effort. A couple of tips as you embark on your gamification journey: 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

Read More
Salesforce Agentforce Integration

Agentforce at Work

Agentforce Salesforce Agentforce in Action: A Practical Example of Using Agents in Salesforce Autonomous Agents on the Agentforce Platform Agentforce represents a transformative shift in Salesforce’s strategy, poised to redefine how users engage with their CRM. By introducing both assistive AI—enhanced by generative AI for capabilities like summaries and sales emails—and autonomous AI, which empowers agents to automate actions without human oversight, Agentforce helps users operate more efficiently in Salesforce. Despite the excitement around Agentforce, most blogs and marketing materials focus on AI hype rather than practical applications. This insight focuses on illustrating how these tools work and the tangible value they can provide for your organization’s custom processes. Curious about setting up Agentforce agents using both out-of-the-box actions and custom actions? Let’s dive in. What is Agentforce? Agentforce is Salesforce’s conversational AI tool for CRM. In simple terms, it lets users “talk” to Salesforce. Powered by generative AI and the Atlas Reasoning Engine, Agentforce processes user input to perform tasks like summarizing data from objects, updating fields, and generating content such as emails or knowledge articles. This innovative tool is only at the beginning of its journey, likely setting the stage for a future where CRM interactions may evolve beyond traditional form-based interfaces to more intuitive chatbot-style engagement. Scenario: Managing Sales Pipeline Consider a salesperson with the daily objectives of tracking deals, managing pipeline opportunities, and identifying potential risks. Traditionally, this would require manually navigating numerous Salesforce objects, risking data inconsistencies and user errors. Agentforce’s assistive actions can streamline much of this, automating processes to identify key deals, summarize progress, and track deal risks across the pipeline. Let’s take a closer look at configuring a custom action for a pipeline summary. All powered by Salesforce Agentforce. Step-by-Step Guide to Configuring a Pipeline Summary Action Agentforce Use Cases: Getting Started Agentforce offers powerful tools for implementing AI-based functions within Salesforce, but to realize productivity gains, consider the following: Agentforce’s standard actions are a great starting point, providing immediate productivity impacts that can be enhanced as you customize actions to meet specific needs. For tailored guidance on integrating Agentforce, explore Tectonic’s Salesforce Agentforce Consulting Services. Tectonic’s expertise can support your organization in optimizing user experience, boosting productivity, and training users to responsibly leverage Agentforce’s capabilities across industries and channels. 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

Read More
Salesforce AI Research Introduces LaTRO

Salesforce AI Research Introduces LaTRO

Salesforce AI Research Introduces LaTRO: A Breakthrough in Enhancing Reasoning for Large Language Models Large Language Models (LLMs) have revolutionized tasks such as answering questions, generating content, and assisting with workflows. However, they often struggle with advanced reasoning tasks like solving complex math problems, logical deduction, and structured data analysis. Salesforce AI Research has addressed this challenge by introducing LaTent Reasoning Optimization (LaTRO), a groundbreaking framework that enables LLMs to self-improve their reasoning capabilities during training. The Need for Advanced Reasoning in LLMs Reasoning—especially sequential, multi-step reasoning—is essential for tasks that require logical progression and problem-solving. While current models excel at simpler queries, they often fall short in tackling more complex tasks due to a reliance on external feedback mechanisms or runtime optimizations. Enhancing reasoning abilities is therefore critical to unlocking the full potential of LLMs across diverse applications, from advanced mathematics to real-time data analysis. Existing techniques like Chain-of-Thought (CoT) prompting guide models to break problems into smaller steps, while methods such as Tree-of-Thought and Program-of-Thought explore multiple reasoning pathways. Although these techniques improve runtime performance, they don’t fundamentally enhance reasoning during the model’s training phase, limiting the scope of improvement. Salesforce AI Research Introduces LaTRO: A Self-Rewarding Framework LaTRO shifts the paradigm by transforming reasoning into a training-level optimization problem. It introduces a self-rewarding mechanism that allows models to evaluate and refine their reasoning pathways without relying on external feedback or supervised fine-tuning. This intrinsic approach fosters continual improvement and empowers models to solve complex tasks more effectively. How LaTRO Works LaTRO’s methodology centers on sampling reasoning paths from a latent distribution and optimizing these paths using variational techniques. Here’s how it works: This self-rewarding cycle ensures that the model continuously refines its reasoning capabilities during training. Unlike traditional methods, LaTRO’s framework operates autonomously, without the need for external reward models or costly supervised feedback loops. Key Benefits of LaTRO Performance Highlights LaTRO’s effectiveness has been validated across various datasets and models: Applications and Implications LaTRO’s ability to foster logical coherence and structured reasoning has far-reaching applications in fields requiring robust problem-solving: By enabling LLMs to autonomously refine their reasoning processes, LaTRO brings AI closer to achieving human-like cognitive abilities. The Future of AI with LaTRO LaTRO sets a new benchmark in AI research by demonstrating that reasoning can be optimized during training, not just at runtime. This advancement by Salesforce AI Research highlights the potential for self-evolving AI models that can independently improve their problem-solving capabilities. Salesforce AI Research Introduces LaTRO As the field of AI progresses, frameworks like LaTRO pave the way for more autonomous, intelligent systems capable of navigating complex reasoning tasks across industries. LaTRO represents a significant leap forward, moving AI closer to achieving true autonomous reasoning. 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

Read More
Digital Transformation for Life Sciences

Salesforce Winter 25 Release for Life Sciences

The Salesforce Winter ’25 release introduces groundbreaking updates tailored to the life sciences industry. Whether you’re in pharmaceuticals, biotech, or medical devices, these innovations aim to streamline operations, enhance patient care, and strengthen stakeholder relationships. Let’s explore the key enhancements: Quote and Agreement Automation Salesforce’s advancements in Quote and Agreement Automation simplify pricing and contractual negotiations for life sciences organizations. Key benefits include: These updates not only improve operational efficiency but also reduce errors and compliance risks, helping organizations stay ahead in a highly regulated industry. Financial Assistance Programs Navigating financial support for patients can be challenging, but Salesforce is making it easier. The Winter ’25 release enhances tools for managing financial assistance programs, ensuring eligible patients get the support they need. Key features include: By easing the financial burden on patients, these updates strengthen trust and foster better patient-provider relationships. Participant Recruitment and Enrollment Recruiting and enrolling participants for clinical trials is now more efficient with Salesforce’s new AI-driven tools. Notable improvements include: These updates not only shorten recruitment timelines but also enhance the overall trial experience for participants. Patient Program Outcome Management Tracking patient outcomes is vital for life sciences companies, and Salesforce’s Patient Program Outcome Management tools deliver powerful capabilities. Features include: These tools empower organizations to make data-driven decisions, improving program effectiveness and elevating patient care. Pharmacy Benefits Verification Verifying patient benefits is often a time-consuming task. The Winter ’25 release introduces automation to streamline this process. Key highlights: By simplifying benefits verification, this update enhances efficiency for providers and ensures a smoother experience for patients. Why It Matters for Life Sciences The Winter ’25 release is a leap forward for the life sciences industry, offering tools that: From automating quotes and agreements to improving patient support and trial management, these updates empower organizations to focus on delivering exceptional care and innovation. Ready to Transform Your Salesforce Experience?Tectonic is here to help you unlock the full potential of these enhancements. Whether you’re looking to optimize patient care, streamline operations, or improve outcomes, we’ll guide you every step of the way. Contact Tectonic today to get started! 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

Read More
copilots and agentic ai

Copilots and Agentic AI

Agentic AI vs. Copilots: Defining the Future of Generative AI Artificial Intelligence has rapidly evolved, progressing from simple automation to generative models, to copilots. But now, a new player—Agentic AI—has emerged, promising to redefine the AI landscape. Is Agentic AI the next logical step, or will it coexist alongside copilots, each serving distinct roles? Copilots and Agentic AI. Generative AI: Creativity with a Human Touch Since the launch of ChatGPT, generative AI has dominated tech priorities, offering businesses the ability to generate content—text, images, videos, and more—from pre-defined data. However, while revolutionary, generative AI still relies heavily on human input to guide its output, making it a powerful collaborator rather than an autonomous actor. Enter Agentic AI: Autonomy Redefined Agentic AI represents a leap forward, offering systems that possess autonomy and the ability to act independently to achieve pre-defined goals. Unlike generative AI copilots that respond to human prompts, Agentic AI makes decisions, plans actions, and learns from experience. Think of it as Siri or Alexa—enhanced with autonomy and learning capabilities. Gartner recently spotlighted Agentic AI as its top technology trend for 2025, predicting that by 2028, at least 15% of day-to-day work decisions will be made autonomously, up from virtually none today. Agentforce and the Third Wave of AI Salesforce’s “Agentforce,” unveiled at Dreamforce, is a prime example of Agentic AI’s potential. These autonomous agents are designed to augment employees by handling tasks across sales, service, marketing, and commerce. Salesforce CEO Mark Benioff described it as the “Third Wave of AI,” going beyond copilots to deliver intelligent agents deeply embedded into customer workflows. Salesforce aims to empower one billion AI agents by 2025, integrating Agentforce into every aspect of customer success. Benioff took a swipe at competitors’ bolt-on generative AI solutions, emphasizing that Agentforce is deeply embedded for maximum value. The Role of Copilots: Collaboration First While Agentic AI gains traction, copilots like Microsoft’s Copilot Studio and SAP’s Joule remain critical for businesses focused on intelligent augmentation. Copilots act as productivity boosters, working alongside humans to optimize processes, enhance creativity, and provide decision-making support. SAP’s Joule, for example, integrates seamlessly into existing systems to optimize operations while leaving strategic decision-making in human hands. This collaborative model aligns well with businesses prioritizing agility and human oversight. Agentic AI: Opportunities and Challenges Agentic AI’s autonomy offers significant potential for streamlining complex processes, reducing human intervention, and driving productivity. However, it also comes with risks. Eleanor Watson, AI ethics engineer at Singularity University, warns that Agentic AI systems require careful alignment of values and goals to avoid unintended consequences like dangerous shortcuts or boundary violations. In contrast, copilots retain human agency, making them particularly suited for creative and knowledge-based roles where human oversight remains essential. Copilots and Agentic AI The choice between Agentic AI and copilots hinges on an organization’s priorities and risk tolerance. For simpler, task-specific applications, copilots excel by providing assistance without removing human input. Agentic AI, on the other hand, shines in complex, multi-task scenarios where autonomy is key. Dom Couldwell, head of field engineering EMEA at DataStax, emphasizes the importance of understanding when to deploy each model. “Use a copilot for specific, focused tasks. Use Agentic AI for complex, goal-oriented processes involving multiple tasks. And leverage Retrieval Augmented Generation (RAG) in both to provide context to LLMs.” The Road Ahead: Coexistence or Dominance? As AI evolves, Agentic AI and copilots may coexist, serving complementary roles. Businesses seeking full automation and scalability may gravitate toward Agentic AI, while those prioritizing augmented intelligence and human collaboration will continue to rely on copilots. Ultimately, the future of AI will be defined not by one model overtaking the other, but by how well each aligns with the specific needs, goals, and challenges of the organizations adopting them. 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

Read More
2025: The Rise of AI Agents and Industry-Focused Innovation

2025: The Rise of AI Agents and Industry-Focused Innovation

Over the past few years, CX vendors have rapidly integrated generative AI (GenAI) across the customer experience landscape. This wave of innovation has brought advancements like auto-summarization, customer response recommendations, and intent analysis, especially within Contact Center as a Service (CCaaS) solutions. However, as these capabilities become standard, differentiation now hinges on more advanced AI solutions, orchestration of cross-platform workflows, and collection of industry-specific datasets. AI Agents and Industry-Focused Innovation. Agentic AI, where bots autonomously handle tasks without human intervention, is emerging as a critical differentiator. This shift is reshaping sector-specific processes. Take network providers, for instance; they can leverage agentic AI to detect service outages, create affected customer segments, and proactively send alerts. Salesforce exemplifies this trend with its Agentforce platform, which debuted at Dreamforce 2024, introducing 100 pre-configured, autonomous bots designed for specific industries. By 2025, such bots will likely proliferate, expanding across ecosystems like Workday to facilitate cross-functional automation. Toward a More Autonomous Enterprise As autonomous AI agents advance, they are poised to manage complex, multi-step workflows collaboratively. This move will help organizations move closer to an autonomous enterprise model, where human oversight drives the deployment, testing, and optimization of AI agents. In this model, collaboration platforms such as Microsoft Teams, Slack, and Zoom will serve as operational hubs for managing and refining AI-driven processes. While this full vision may take longer to achieve, 2025 promises substantial advancements in sector-specific efficiencies through AI agents. Not all industries, however, are equally poised to benefit; while healthcare, financial services, and retail lead in AI-enabled CX solutions, other sectors such as hospitality, travel, and education still lag. The Need for Sector-Specific Use Case Libraries CX vendors could empower businesses by providing industry-specific AI use case libraries, building confidence in AI-agent-driven experiences. For example, bots in the finance sector could streamline billing, invoice processing, and ledger management, while spotting and correcting errors. Other industries would benefit from AI innovations tailored to their unique challenges, but such solutions will require co-innovation across CX platforms. 2025 Strategic Technology Trends Gartner’s top technology trends for 2025 provide a framework for CIOs aiming to future-proof their organizations. These trends fall into three themes: AI imperatives, new computing frontiers, and human-machine synergy. These trends will push organizations to adopt cloud, AI, and sustainability-focused architectures, despite challenges. As AI capabilities evolve, so will the risks, emphasizing the need for robust security and ethical frameworks. Salesforce charges up its game with its Agentforce platform, which debuted at Dreamforce 2024, introducing 100 pre-configured, autonomous bots designed for specific industries. By 2025, such bots will likely proliferate, expanding across ecosystems like Workday to facilitate cross-functional automation. Preparing for 2025: Upskilling for the Future As organizations embrace these transformative trends, they must also address a persistent skill gap. Pluralsight’s recent survey reveals that 20% of organizations have deployed AI, while 55% are planning to. However, without strategic business alignment, technology adoption won’t necessarily translate to customer value. For organizations, a focus on responsible innovation and proactive skills development in AI, cloud security, and sustainability will be vital. By preparing for these 2025 trends, businesses can navigate the complexities of the tech landscape and position themselves for long-term success. AI Agents and Industry-Focused Innovation As you prepare for 2025. Tectonic can help you align your goals with your road map. Contact us 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

Read More
Scarf and Salesforce

Scarf and Salesforce

Scarf Integrates Open Source Software Tracking Platform with Salesforce At KubeCon + CloudNativeCon 2024, Scarf announced the integration of its open-source software usage tracking platform with Salesforce CRM. This integration arrives as debates around the definition and economics of open source remain a hot topic in the tech community. Scarf also introduced updates to its platform, including enhanced event data correction and flagging capabilities for improved accuracy in company matching and attribution. New data filtering options were also added for more refined data exports. The Scarf platform enables IT vendors to identify organizations consuming open-source software at significant scale, presenting opportunities to offer additional support or promote commercial add-ons for open-source tools. To date, the Scarf gateway has tracked over seven billion events, connecting usage data to specific organizations via attributes such as internet addresses. Strengthening the Open Source Ecosystem Scarf CEO Avi Press emphasized the platform’s role in maintaining the economic viability of the open-source ecosystem, often in partnership with organizations like The Linux Foundation. Without these insights, fewer IT vendors would sponsor open-source projects, Press noted, which would hinder the ecosystem’s growth and sustainability. However, the open-source community frequently experiences friction. Licensing changes by IT vendors often lead to project forks, with contributors reverting to previous licensing terms, sometimes backed by cloud providers. Press believes targeted commercial value opportunities—supported by tools like Scarf—can reduce this friction by fostering more productive engagements between vendors and organizations. Challenges and Evolving Definitions in Open Source While open source remains foundational to the tech world, it continues to face ideological and practical challenges. For decades, debates over licensing models have sparked disagreements, including the current contention around defining open-source AI models. Many models fail to disclose critical training details, leading to further disputes. Ultimately, each organization must navigate these issues by adopting its own definition of open source and deciding how best to support the ecosystem. Tools like Scarf’s platform aim to bridge gaps, enabling IT vendors and organizations to collaborate more effectively, ensuring the continued growth of open source. 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

Read More
salesforce einstein insights

Salesforce Einstein Conversation Insights

Unlocking Einstein Conversation Insights in Salesforce: Setup, Integration, and Customization In this insight, we’ll guide you through setting up Einstein Conversation Insights in Salesforce, integrating it with platforms like Zoom, managing permissions, and customizing the dataflow schedule for optimal performance. As a marketer from way back when, little gets me as excited about the future of technology than marketing tools that make us smarter and faster. What is Einstein Conversation Insights? Einstein Conversation Insights (ECI) empowers teams to analyze and identify patterns, phrases, and areas of focus within voice and video interactions. By tracking terms and extracting actionable insights, managers and representatives can prioritize follow-ups and improve decision-making through detailed call logs and actionable dashboards. No longer are we hampered by the limitations of written text! Step 1: Enabling Einstein Conversation Insights To begin utilizing Einstein Conversation Insights: Step 2: Assigning Permissions To grant users access to ECI: Step 3: Connecting Recording Providers Voice Recording Providers To analyze call recordings: Video Recording Providers For video analysis, integrate your conferencing platform: Setting Up Zoom Integration To integrate Salesforce with Zoom: Once complete, users will need to link their Zoom accounts individually. A message will confirm successful setup. Click Take me there to finalize the connection. Step 4: Exploring the Conversation Insights App After linking your Zoom account, visit the Conversation Insights App under the Analytics tab. This app provides a comprehensive view of call details, recordings, and actionable insights, empowering teams to focus on strategic improvements. Step 5: Customizing Dataflow Schedule By default, ECI updates its dataflow every eight hours, refreshing your dashboards with new insights. To modify this schedule: Frequently Asked Questions 1. What are the benefits of Einstein Conversation Insights?Einstein Conversation Insights automates the transcription and analysis of calls, identifies trends, and recommends next steps to accelerate sales cycles and free up sales staff to focus on opportunity closing efforts. 2. Does ECI record calls?No, ECI does not record calls. Instead, it analyzes existing recordings from connected providers to generate insights. 3. Are there any limitations?Yes, Salesforce allows up to 100 custom insights, with each insight accommodating a maximum of 25 keywords, each up to 255 characters long. Conclusion Einstein Conversation Insights is a game-changing tool that analyzes voice and video interactions to provide actionable insights, empowering teams to make data-driven decisions. By integrating with Salesforce and platforms like Zoom, you can effortlessly track call details, identify trends, and streamline workflows. Customizing your dataflow schedule ensures your dashboards always reflect the latest information, enhancing efficiency and enabling timely decision-making. Ready to take your insights further? Start integrating Einstein Conversation Insights today! By Tectonic MarketingOpps Director, Shannan Hearne 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

Read More

AI’s Impact on Future Information Ecosystems

AI’s Impact on Future Information Ecosystems The proliferation of generative AI technology has ignited a renewed focus within the media industry on how to strategically adapt to its capabilities. Media professionals are now confronted with crucial questions: What are the most effective ways to leverage this technology for efficiency in news production and to enhance audience experiences? Conversely, what threats do these technological advancements pose? Is legacy media on the brink of yet another wave of disintermediation from its audiences? Additionally, how does the evolution of technology impact journalism ethics? AI’s Impact on Future Information Ecosystems. In response to these challenges, the Open Society Foundations (OSF) launched the AI in Journalism Futures project earlier this year. The first phase of this ambitious initiative involved an open call for participants to develop future-oriented scenarios that explore the potential driving forces and implications of AI within the broader media ecosystem. The project sought to answer questions about what might transpire among various stakeholders in 5, 10, or 15 years. As highlighted by Nick Diakopoulos, scenarios are a valuable method for capturing a diverse range of perspectives on complex issues. While predicting the future is not the goal, understanding a variety of plausible alternatives can significantly inform current strategic thinking. Ultimately, more than 800 individuals from approximately 70 countries contributed short scenarios for analysis. The AI in Journalism Futures project subsequently utilized these scenarios as a foundation for a workshop, which refined the ideas outlined in their report. Diakopoulos emphasizes the importance of examining this broad set of initial scenarios, which OSF graciously provided in anonymized form. This analysis specifically explores (1) the various types of impacts identified within the scenarios, (2) the associated timeframes for these impacts—whether they are short, medium, or long-term, and (3) the global differences in focus across regions, highlighting how different parts of the world emphasized distinct types of impacts. While many additional questions could be explored regarding this data—such as the drivers of impacts, final outcomes, severity, stakeholders involved, or technical capabilities emphasized—this analysis focuses primarily on impacts. Refining the Data The initial pool of 872 scenarios underwent a rigorous process of cleaning, filtering, transformation, and verification before analysis. Firstly, scenarios shorter than 50 words were excluded from consideration, resulting in 852 scenarios for analysis. Additionally, 14 scenarios that were not written in English were translated using Google Sheets. To enable geographic and temporal analysis, the country of origin for each scenario writer was mapped to their respective continents, and the free-text “timeframe” field was converted into numerical representations of years. Next, impacts were extracted from each scenario using an LLM (GPT-4 in this case). The prompts for the LLM were refined through iteration, with a clear definition established for what constitutes an “impact.” Diakopoulos defined an impact as “a significant effect, consequence, or outcome that an action, event, or other factor has in the scenario.” This definition encompasses not only the ultimate state of a scenario but also intermediate outcomes. The LLM was instructed to extract distinct impacts, with each impact represented by a one-sentence description and a short label. For instance, one impact could be described as, “The proliferation of flawed AI systems leads to a compromised information ecosystem, causing a general doubt in the reliability of all information,” labeled as “Compromised Information Ecosystem.” To ensure the accuracy of this extraction process, a random sample of five scenarios was manually reviewed to validate the extracted impacts against the established definition. All extracted impacts passed the checks, leading to confidence in scaling the analysis across the entire dataset. This process resulted in the identification of 3,445 impacts from the 852 scenarios. AI’s Impact on Future Information Ecosystems A typology of impact types was developed based on the 3,445 impact descriptions, utilizing a novel method for qualitative thematic analysis from a Stanford University study. This approach clusters input texts, synthesizes concepts that reflect abstract connections, and produces scoring definitions to assess the relevance of each original text. For example, a concept like “AI Personalization” might be defined by the question, “Does the text discuss how AI personalizes content or enhances user engagement?” Each impact description was then scored against these concepts to tabulate occurrence frequencies. Impacts of AI on Media Ecosystems Through this analytical approach, 19 impact themes emerged, along with their corresponding scoring definitions: Interestingly, many scenarios articulated themes around how AI intersects with fact-checking, trust, misinformation, ethics, labor concerns, and evolving business models. Although some concepts may not be entirely distinct, this categorization offers a meaningful overview of the key ideas represented in the data. Distribution of Impact Themes Comparing these findings with those in the OSF report reveals some discrepancies. For instance, while the report emphasizes personalization and misinformation, these themes were less prevalent in the analyzed scenarios. Moreover, themes such as the rise of AI agents and audience fragmentation were mentioned but did not cluster significantly in the analysis. To capture potentially interesting but less prevalent impacts, the clustering was rerun with a smaller minimum cluster size. This adjustment yielded hundreds more concept themes, revealing insights into longer-tail issues. Positive visions for generative AI included reduced language barriers and increased accessibility for marginalized audiences, while concerns about societal fragmentation and privacy were also raised. Impacts Over Time and Around the World The analysis also explored how the impacts varied based on the timeframe selected by writers and their geographic locations. Using a Chi-Squared test, it was determined that “AI Personalization” trends towards long-term implications, while both “AI Fact-Checking” and “AI and Misinformation” skew toward shorter-term issues. This suggests that scenario writers perceive misinformation impacts as imminent threats, likely reflecting ongoing developments in the media landscape. When examining the distribution of impacts by region, it was found that “AI Fact-Checking” was more frequently noted by writers from Africa and Asia, while “AI and Misinformation” was less prevalent in scenarios from African writers but more so in those from Asian contributors. This indicates a divergence in perspectives on AI’s role in the media ecosystem.

Read More
AI Agents as Tools of Trust

AI Agents as Tools of Trust

Salesforce Report Highlights AI Agents as Tools to Rebuild Consumer Trust For businesses of any size, the to-do list never ends. Monitoring customers, understanding their needs, and delivering products and services that align with their expectations are critical. Salesforce’s latest research, however, points to a troubling trend: consumer trust is at an all-time low. Yet, the report, State of the AI Connected Customer, also suggests that AI—particularly agentic AI—could help reverse this decline. Trust in Decline The key finding of the Salesforce report is stark: consumer trust in companies has taken a significant hit. Among 15,015 surveyed consumers, 72% say they trust companies less today than they did a year ago. Compounding this is the rapid advancement of AI; 60% of respondents believe that the rise of AI increases the importance of businesses being trustworthy. One major culprit behind eroding trust is the perceived mishandling of customer data. A staggering 65% of respondents feel companies are careless with data, adding to the skepticism. While high prices remain the top reason customers abandon brands, 43% pointed to poor customer service as a major deterrent. Can AI Agents Fill the Gap? The Salesforce report suggests that AI agents—when deployed transparently—could address many of the factors driving distrust and disengagement. Younger consumers, particularly Gen Z and millennials, appear more open to interacting with AI agents. Notable insights from the research include: However, trust is non-negotiable. Transparency is a critical factor for AI adoption: As Michael Affronti, SVP and General Manager of Salesforce Commerce Cloud, explains: “AI agents can help brands deliver consistent, personalized experiences for shoppers across every channel — deepening customer loyalty and ultimately driving more sales.” Building Trust Through Transparency The research underscores the potential for AI to transform customer interactions, but it also highlights the challenges. Transparency and accountability are essential for AI systems to inspire confidence and loyalty. Salesforce’s AI solutions are designed to prioritize transparency and foster reliable consumer experiences. Features such as clear agent identification and robust escalation paths are steps in the right direction. However, companies must double down on governance frameworks and safeguards to ensure AI agents handle data responsibly. Final Thoughts While the idea of using AI to rebuild consumer trust is promising, it’s not without its challenges. Establishing trust in AI itself remains a work in progress. Consumers expect companies to prioritize not only innovation but also ethics, security, and accountability. The Salesforce report demonstrates that younger consumers are already embracing AI as a way to address today’s service expectations. For Salesforce and other companies leveraging agentic AI, the key to success will lie in balancing cutting-edge technology with meaningful protections for customer data and experiences. The future of AI-driven customer engagement isn’t just about meeting expectations—it’s about exceeding them in a way that inspires confidence and loyalty. With the right approach, AI agents could be a vital tool for restoring consumer trust in an era where skepticism runs high. 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

Read More
gettectonic.com