Salesforce Archives - gettectonic.com - Page 62
Copilot Capabilities
20Dec

Copilot Capabilities

Einstein Copilot stands out from other AI assistants and copilots by leveraging Salesforce customers’ proprietary and trusted data to generate valuable responses. Unlike alternatives that lack access to relevant company data or require costly AI model training, Einstein Copilot capabilities provide answers, content summaries, task automation, and complex conversation interpretation—all while maintaining strict data governance. This innovation is achieved through a combination of conversational user interface, a robust large language model, and trusted company data integrated directly into Salesforce’s leading AI CRM applications. Einstein Copilot revolutionizes how users interact with Salesforce applications, offering seamless integration into their workflow to drive significant productivity improvements. With Einstein Copilot Studio, organizations can tailor their assistant to meet specific business requirements, further enhancing its effectiveness. Additionally, Einstein Copilot and Einstein Copilot Studio feature the Einstein Trust Layer, safeguarding sensitive data while leveraging trusted information to enhance generative AI responses. Copilot Capabilities The significance of these advancements is underscored by the increasing investment in AI, with 45% of executives boosting their AI initiatives. Early adopters are already experiencing benefits such as freeing up over 30% of employee time to focus on revenue growth, cost reduction, and delivering superior customer experiences. Einstein Copilot delivers accurate recommendations and content for various tasks, from building digital storefronts to drafting custom code and providing sales guidance. It securely integrates customer data from Salesforce Data Cloud, including enterprise content, Slack conversations, telemetry data, and structured/unstructured data, ensuring informed and precise decision-making. 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

Read More
December 20, 2023in Einstein 1 Platform, Generative AI, Salesforce, Salesforce Slack
Marketing Cloud Cloudpages
20Dec

Salesforce Marketing Cloud for a Healthcare Provider

Personalized Care & Communication: Salesforce Marketing Cloud for a Healthcare Provider As the elderly become more tech-savvy, they expect modern, efficient ways to communicate with healthcare providers. A regional Medicare provider in the Northeastern United States faced challenges with their outdated communication systems. Relying solely on paper mail, postcards, and phone calls, the organization struggled to connect with members, lacked visibility into the success of their campaigns, and experienced early turnover due to minimal engagement. These inefficiencies strained the customer experience and made it clear that modernization was overdue. To address these challenges, we implemented Salesforce Marketing Cloud to engage customers through email and SMS. Goals for the Project: Tectonic’s Role in the Transformation Tectonic designed and implemented a Salesforce Marketing Cloud solution that transformed how the provider communicated with its members. The solution enabled multi-channel, multi-language communications integrated with Salesforce Health Cloud via the Marketing Cloud Connector and additional systems like MuleSoft and Snowflake. To enhance SMS capabilities, the organization also integrated with Five9. Early collaboration with the provider’s Salesforce Health Cloud team enabled Tectonic to address outdated customer data issues, create safeguards for inaccurate information, and plan future strategies for seamless customer data collection. A custom preference center was also developed and translated into multiple languages. Overcoming Data Challenges Accurate customer data was a significant obstacle—only 60% of records included valid email or mobile phone numbers, with an even smaller percentage having both. Tectonic conducted multiple working sessions to develop strategic efficiencies and establish a foundational process for gathering and cleansing member contact information. Customized journeys were created to ensure messaging aligned with available communication channels. For example: Key Outcomes Tectonic’s efforts allowed the healthcare provider to modernize their communications, better analyze engagement data, and improve member interactions. The results exceeded expectations: Impact Across Departments This project not only improved member communication but also empowered internal departments—including Marketing, Customer Experience, Sales, and Retention—with easy-to-understand metrics. It laid the foundation for future campaigns, enhanced data accuracy, and fostered stronger member relationships. By leveraging Salesforce Marketing Cloud and Tectonic’s expertise, the healthcare provider transformed its operations to deliver personalized, timely communication and ensure lifelong member satisfaction. 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

Read More
December 20, 2023in Data, Mulesoft, Salesforce, Salesforce Health Cloud, Salesforce Marketing Cloud, Snowflake
Salesforce Einstein Copilot
18Dec

Introducing Salesforce Einstein Copilot

Einstein Copilot introduces a cutting-edge generative A. Powered by a conversational assistant seamlessly embedded within every Salesforce application. Its strategically enhancing workflow and yielding substantial gains in productivity. Announced at Dreamforce 2023, in case you missed it, read on. The newly integrated Einstein 1 Data Cloud, part of the Einstein 1 Platform, allows customers to establish a unified customer profile. By connecting any data source. This integration infuses AI, automation, and analytics into every customer experience, fostering a comprehensive approach. Salesforce Einstein Copilot Studio Einstein Copilot Studio provides organizations with the flexibility to tailor Einstein Copilot. A Salesforce tool used according to specific business requirements. It incorporates the Einstein Trust Layer, ensuring the protection of sensitive data while leveraging trusted information to enhance generative AI responses. Unlike other generative AI copilot solutions, Einstein Copilot is natively integrated into the world’s leading AI CRM – Salesforce. Seamlessly tapping into data from various Salesforce applications. This integration ensures more accurate AI-powered recommendations and content generation. Data Cloud The Data Cloud serves as the foundation for Einstein Copilot. Data Cloud offers real-time, consolidated views of customers or entities. With Data Cloud, creating a data graph is simplified, enabling the generation of AI-powered apps with a single click, eliminating the need for manual data queries or joins. Einstein Trust Layer The Einstein Trust Layer, an integral part of the Einstein 1 Platform, ensures the secure retrieval of relevant data from Data Cloud. Before sending it to the Language Model (LLM), proprietary, sensitive, or confidential information is masked, maintaining a high level of data security and compliance. Copilot for Sales aligns with existing CRM access controls and user permissions. Salesforce requires ensuring administrators and users have the necessary permissions for customization and data management within Copilot for Sales. Salesforce Copilot service functions similarly to other generative AI tools in the customer experience landscape, responding to customer queries automatically with personalized answers grounded in company data. Einstein Copilot & Search, anticipated for availability from February 2024, is set to leverage Data Cloud unstructured support. It will be ushering in a new era where Generative AI-based apps redefine the user interface. Thereby allowing seamless interactions and conversations with applications. This transformative shift signifies a significant milestone in Enterprise Software, with Salesforce actively participating in this evolving landscape. Copilot for Sales How is Copilot for Sales different from Copilot for Microsoft 365? Microsoft Copilot for Sales is an AI assistant designed for sellers that brings together the capabilities of Copilot for Microsoft 365 with seller-specific insights and workflows. What Salesforce just did is drop the GPT name and go with Copilot, By endorsing the Microsoft branding it announced earlier this year with Microsoft Copilot for Microsoft 365 and CoPilot for Dynamics 365. 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

Read More
December 18, 2023in AI Tools, Data, Einstein 1 Platform, Enterprise, Generative AI, Salesforce, Salesforce Data Cloud, Salesforce Einstein
Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities
14Dec

Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities

Salesforce (NYSE: CRM) has announced major updates to its Einstein 1 Platform, introducing the Data Cloud Vector Database and Einstein Copilot Search. These new features aim to power AI, analytics, and automation by integrating business data with large language models (LLMs) across the Einstein 1 Platform. Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities. Unifying Business Data for Enhanced AI The Data Cloud Vector Database will unify all business data, including unstructured data like PDFs, emails, and transcripts, with CRM data. This will enable accurate and relevant AI prompts and Einstein Copilot, eliminating the need for expensive and complex fine-tuning of LLMs. Built into the Einstein 1 Platform, the Data Cloud Vector Database allows all business applications to harness unstructured data through workflows, analytics, and automation. This enhances decision-making and customer insights across Salesforce CRM applications. Introducing Einstein Copilot Search Einstein Copilot Search will provide advanced AI search capabilities, delivering precise answers from the Data Cloud in a conversational AI experience. This feature aims to boost productivity for all business users by interpreting and responding to complex queries with real-time data from various sources. Key Features and Benefits Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities Data Cloud Vector Database Einstein Copilot Search Addressing the Data Challenge With 90% of enterprise data existing in unstructured formats, accessing and leveraging this data for business applications and AI models has been challenging. As Forrester predicts, the volume of unstructured data managed by enterprises will double by 2024. Salesforce’s new capabilities address this by enabling businesses to effectively harness their data, driving AI innovation and improved customer experiences. Salesforce’s Vision Rahul Auradkar, EVP and GM of Unified Data Services & Einstein, stated, “The Data Cloud Vector Database transforms all business data into valuable insights. This advancement, coupled with the power of LLMs, fosters a data-driven ecosystem where AI, CRM, automation, Einstein Copilot, and analytics turn data into actionable intelligence and drive innovation.” Practical Applications Customer Success Story Shohreh Abedi, EVP at AAA – The Auto Club Group, highlighted the impact: “With Salesforce automation and AI, we’ve reduced response time for roadside events by 10% and manual service cases by 30%. Salesforce AI helps us deliver faster support and increased productivity.” Availability Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities Salesforce’s new Data Cloud Vector Database and Einstein Copilot Search promise to revolutionize how businesses utilize their data, driving AI-powered innovation and improved customer experiences. Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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

Read More
December 14, 2023in Einstein 1 Platform, Salesforce
Roles in AI
12Dec

12 Roles in AI You Didn’t Know You Needed To Know

Exploring new roles in generative AI – 12 new roles to dive into For those intrigued by the possibilities of AI, here are twelve emerging roles to keep an eye on—some already in existence (albeit in early stages), and others envisioned by experts like Berthy for the near future. Could one of these roles be in your career trajectory? 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

Read More
December 12, 2023in Generative AI
Data Cloud Credits
12Dec

Data Cloud Credits

Credits are the currency of usage in Salesforce Data Cloud, where every action performed consumes credits. The consumption rate varies based on the complexity and compute cost of the action, reflecting different platform features. Data Cloud Pricing Model The pricing model for Data Cloud consists of three primary components: Data Service Credits Each platform action incurs a specific compute cost. For instance, processes like connecting, ingesting, transforming, and harmonizing data all consume ‘data service credits’. These credits are further divided into categories such as connect, harmonize, and activate, each encompassing multiple services with differing consumption rates. Segment and Activation Credits Apart from data service credits, ‘segment and activation credits’ are consumed based on the number of rows processed when publishing and activating segments. Monitoring Consumption Currently, Data Cloud users must request a consumption report from their Salesforce Account Executive to review credit and storage usage. However, the new Digital Wallet feature in the Summer ’24 Release will provide users with real-time monitoring capabilities. This includes tracking credit and storage consumption trends by usage type directly within the platform. Considerations and Best Practices To optimize credit consumption and ensure efficient use of resources, consider the following best practices: Final Thoughts Credits are integral to Data Cloud’s pricing structure, reflecting usage across various platform activities. Proactive monitoring through the Digital Wallet feature enables users to manage credits effectively, ensuring optimal resource allocation and cost efficiency. Content updated June 2024. 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

Read More
December 12, 2023in Salesforce Data Cloud, Snowflake
Copy Images to Salesforce CMS Workspace
11Dec

Copy Images to Salesforce CMS Workspace

To Copy Images to Salesforce CMS Workspace you have several options. Transferring Images to Salesforce CMS Transfer your images to a Salesforce CMS workspace where they can be accessed for future marketing initiatives, such as creating an email campaign. This feature is available for Marketing Cloud Account Engagement Growth edition with Data Cloud enabled. To enable marketers to use their Account Engagement image files for future campaigns, allow the copying of images to a CMS Marketing workspace in Salesforce. Adding Images from Salesforce CMS to Your LWR Site You can add images from Salesforce CMS directly to your site page or to components populated with CMS content. In Experience Builder, you can update images attached to CMS content without altering the image in the Salesforce CMS workspace. To create dynamic content displays, nest content components within layout components on your LWR site, leveraging data binding. Creating and Cloning Content Content created in a CMS workspace is specific to that workspace and is generated in the default language. The process for adding content to a CMS workspace differs from adding content to an enhanced CMS workspace. Enhanced CMS workspaces allow you to clone content and create variants. Adding Content to a CMS Workspace: Adding Content to an Enhanced CMS Workspace: Note: When linking to external URLs, ensure your org supports the domain by reviewing the Content Security Policy (CSP) settings in Setup and adding the domain to your trusted URL list. Managing and Updating Image References When you update images in Salesforce CMS, all content referencing those images is updated as well. For example, changing an image in a published news piece will automatically update the image for your readers. Here’s how to manage image references: Salesforce CMS Media Content ID (MCID) The Media Content ID (MCID) is a unique identifier for images in Salesforce CMS. It can be found in: By leveraging Salesforce CMS, you can streamline the management and delivery of your marketing content, ensuring a consistent and efficient workflow for all your digital initiatives. 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

Read More
December 11, 2023in Salesforce
career
05Dec

Amazon Salesforce

The world’s leading cloud provider and the #1 CRM platform are making it easier for customers to seamlessly and securely manage their data across Salesforce and AWS. Now able to safely and responsibly use the latest generative artificial intelligence (AI) technologies in their applications and workflows. AWS and Salesforce support customers through new and enhanced integrations. Integrations between AWS technologies and Salesforce products, including unified data management, seamless deployment of AWS’s voice, video, and AI services, streamlined purchasing options through AWS Marketplace, and more. Amazon Salesforce is a marriage for the IT ages. In November 2023, Salesforce and Amazon announced a partnership. New joint innovations enhance data management, improve customer experiences, and enable AI-powered applications Salesforce significantly expands its use of AWS across its full portfolio and is taking an AWS-native approach for its most strategic and fastest growing innovation. The Salesforce Data Cloud. AWS increases its company-wide use of Salesforce CRM offerings, including adopting Data Cloud to manage its unified customer profiles. With Salesforce now available on AWS Marketplace, thousands of joint customers can accelerate their deployment of Salesforce products through seamless buying and billing experiences. San Francisco and Las Vegas — November 27, 2023 At AWS re: Invent, Amazon Web Services (AWS), an Amazon.com, Inc. company (NASDAQ: AMZN), and Salesforce, the #1 AI CRM (NYSE: CRM), today announced a significant expansion of their long standing, global strategic partnership. By deepening product integrations across data and artificial intelligence (AI), and for the first time offering select Salesforce products on the AWS Marketplace. The expanded agreement makes it easier for customers to seamlessly and securely manage their data across Salesforce and AWS,. Increasing the ability to safely and responsibly infuse the latest generative AI technologies into their applications and workflows. “Salesforce and AWS make it easy for developers to securely access and leverage data and generative AI technologies to drive rapid transformation for their organizations and industries. With this expanded partnership, our joint customers gain powerful new ways to innovate, collaborate, and build more customer-focused applications using the broadest and deepest set of cloud services.” Adam Selipsky, CEO, AWS How Customers Benefit To make it easier for customers to benefit from the combined value of Salesforce and AWS, the companies will deepen the integrations between AWS and Salesforce products. Salesforce will now support Amazon Bedrock. Bedrock is a fully managed service that makes foundation models (FMs) from leading AI companies available through a single application programming interface (API). This is part of Salesforce’s open model ecosystem strategy. Making Amazon Bedrock available through the Einstein Trust Layer to power AI-driven apps and workflows in Salesforce. In addition, Salesforce Data Cloud will expand to support data sharing across additional AWS technologies. These Data Cloud integrations will be governed by new centralized access controls. Thereby giving customers the ability to manage secure user access at the folder, object, and file level for Data Cloud content stored in Amazon Simple Storage Service (Amazon S3). Expanded Use of Amazon Web Services As part of this partnership, Salesforce will expand its use of Amazon Web Services, including compute, storage, data, and AI technologies through Hyperforce. Therefore further enhancing popular services like Salesforce Data Cloud. AWS will also expand its use of Salesforce products. Data Cloud will allow AWS to create a single unified customer profile allowing them to deliver more personalized experiences to customers.  Notable Quotable “We’re bringing together the #No. 1 AI CRM provider and the leading cloud provider to deliver a trusted, open, integrated data and AI platform, and ensuring we meet massive customer demand for our products on the AWS Marketplace. With these enhancements to our partnership, we’re enabling all of our customers to be more innovative, productive and successful in this new AI era.”  Marc Benioff, chair and CEO, Salesforce These new and enhanced integrations will include: Availability: What is Amazon Connect Salesforce? The Amazon Connect CTI Adapter provides a WebRTC browser-based contact control panel (CCP). This is within the Salesforce Lightning, Console, and Classic CRM experience. This CTI integration gives your agents the ability to leverage both inbound caller ID screen pop-ups and outbound click to call/transfer/conferencing. 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

Read More
December 5, 2023in Salesforce
Salesforce Tableau Pulse
02Dec

Tableau Pulse

Tableau Pulse, fueled by Tableau Artificial Intelligence and exclusive to Tableau Cloud, revolutionizes the data ingestion experience. The ability to empower business users with intelligent, personalized insights seamlessly integrated into their workflows. Whereas once upon a time AI for the lay user was about as friendly as asking Siri a question which she Googles for an answer and reads back to you. It saves a few clicks and a little typing, but it isn’t exactly thinking outside of the box – or phone. In the current data analytics demanding world, characterized by generative AI, the Internet of Things (IoT), and automation, the landscape is evolving. Data is at the core of these transformative technologies, and our interaction with said data is changing rapidly. As businesses worldwide confront an inflection point, embracing data-driven decision-making becomes crucial for staying competitive and building robust customer relationships. Tableau Pulse is a reimagined data experience, democratizing data accessibility for all users, irrespective of their familiarity with data visualization tools. Exclusively available to Tableau Cloud users, Tableau Pulse harnesses Tableau AI’s power to deliver more personalized, contextual, and intelligent data experiences in an easy-to-understand format. Key Features of Tableau Pulse: Upcoming Tableau Pulse Features in 2024: Tableau Pulse aims to breathe new life into analytics for everyone, capitalizing on the potential of generative AI, automation, and sensors to redefine how businesses interact with data. In a landscape where success hinges on data utilization, Tableau Pulse is poised to empower every employee with personalized, contextual, and intelligent insights directly within their workflow, fostering a truly data-driven organizational culture. Imaging the industry specific use cases for travel and tourism, manufacturing, health and life sciences, and the public sector? If you have data you aren’t able to utilize, reach out to Tectonic today to discover how Tableau Pulse could solve your challenges. 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

Read More
December 2, 2023in Life Sciences Cloud, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Tableau
Salesforce Release Notes
30Nov

Salesforce’s Off Schedule Releases

Salesforce introduces features and enhancements far more frequently than three times a year for certain products. To help you stay updated on the latest developments on Salesforce off schedule releases. Let’s deep dive into these feature enhancements, with updates occurring as frequently as monthly, right in the seasonal release notes. As you navigate through the content, remember the following points: For instance, the Spring ’24 release commences its rollout to customer instances in mid-January 2024. Release notes for features introduced in January or February are linked under a topic named “February ’24 Release,” while those for features launched in March 2024 are found under the “March ’24 Release” topic. Salesforce off schedule releases can really sneak up on users and admins if they don’t stay in the know. Now you know. 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

Read More
November 30, 2023in Salesforce
Salesforce Shield Data Monitoring and Encryption
29Nov

Salesforce Shield Encryption

Salesforce Uses a symmetric encryption key to encrypt the customer data that it stores. (The symmetric encryption used isAES with 256-bit keys using CBC mode, PKCS5 padding, and random initialization vector (IV).) Salesforce Shield Encryption works in this way. 1) There are three channels to enter data into Salesforce.com. One: user via desktop using a browser, two: users via mobile device or three: a system making an API call directly into Salesforce. 2) The Application servers in the salesforce data centers serve as a gateway to intercepting requests coming in determining which data elements should be encrypted or decrypted and then applying the appropriate encryption credentials. The Data Encryption Key (which is also the decryption key) is never transmitted or even written to disk (persisted). 3) It is created/derived in the Salesforce Platform and never leaves. It is created in a component of the platform called the Key Derivation Server. The Encryption key is derived/created from a combination of a Salesforce component and customer/tenant specific component. These are called secrets. Sometimes they are also referred to as key fragments. 4) The Encryption key in Salesforce Shield Encryption is generated from the master secret (Salesforce component) and the tenant secret (customer component) using PBKDF2 (Password-Based Key Derivation Function 2). 5) The Derived data encryption key is then securely passed to the encryption service and held in the cache of an application server. – Salesforce Retrieve The Data Encryption Key from the cache and performs the encryption. – To decrypt the data Salesforce Reads the encrypted data from the database and if the encryption (decryption) key is not in the cache then it needs to derive it again using the associated tenant secret, and then it decrypts using the key and the associated iv. 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

Read More
November 29, 2023in Data, Salesforce, Salesforce Managed Services, Salesforce Shield
28Nov

How do grantmaking organizations benefit from using Salesforce as a single system to manage their grant lifecycle?

Discover the Benefits of Salesforce Grants Management Salesforce Grants Management empowers grantmakers to streamline their processes and efficiently distribute critical funding to their communities. Nonprofit organizations often struggle with outdated software, hindering their ability to leverage innovative technologies. Salesforce Non-Profit Cloud was designed to address these challenges, offering comprehensive tools for fundraising, donation management, program oversight, volunteer coordination, and outcome tracking. Benefits of Salesforce Grants Management. Benefits of Salesforce Grants Management For grantmakers specifically, Salesforce offers the Nonprofit Cloud for Grantmaking, an enhanced solution that encompasses all Nonprofit Cloud features with additional tools tailored to manage the grantmaking lifecycle. Grantmakers can leverage these robust tools to consolidate program management, donations, staff management, supporter engagement, volunteer coordination, partner collaboration, and stakeholder relationships within a unified platform. Purpose Built System Salesforce Grants Management provides a purpose-built system for grantmakers to efficiently track, manage, and deliver funding programs. By facilitating collaboration and secure information exchange among grantseekers, grantees, reviewers, and grantmakers, the platform ensures seamless interaction based on customizable access levels. Key Features of Salesforce Grants Management: Salesforce Grants Management is a transformative solution that enables grantmakers to accelerate funding delivery, optimize collaboration, and achieve impactful outcomes within their communities. Connect with an expert at Tectonic today to unlock the full potential of grants management software tailored to your organization’s needs. 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

Read More
November 28, 2023in Salesforce, Salesforce for Nonprofits

Subscribe to our mailing list. Join our mail list to receive our newsletter

We'll keep you up to date with our latest news, insights, free resources, and much more.
Don't worry, we won't spam you.
gettectonic.com