Salesforce Archives - gettectonic.com - Page 69
Slack and Salesforce
21Jul

Flow Core Actions for Slack: Send Slack Message

Effortlessly send messages to Slack channels, direct messages, or the Messages tab of a Slack app using the Send Slack Message Flow Core Action. Required Editions Prerequisite: Ensure Salesforce for Slack integrations are enabled before using this action. Steps to Send a Slack Message in Flow 1. Add an Action to the Flow Set Connection Values for Slack Input Parameter Description Slack App Required. Specify the Slack app to execute the action. Only Slack apps installed in your org are available. The input value corresponds to the Slack app ID. Slack Workspace Required. Identify the Slack workspace where the app is installed. You can select a value or resource. The input value corresponds to the Slack workspace ID. Execute Action As Specify the entity executing the action: Set Slack Message Details Input Parameter Description Slack Conversation ID Required. The ID of the Slack channel, direct message, or user to send the message. Store Output Values Output Parameter Description Slack Message Timestamp The timestamp of the sent message. Use this for starting threads or as a resource in subsequent actions. Usage Notes By configuring the Send Slack Message Flow Core Action, you can streamline communication workflows and enhance collaboration directly from Salesforce to Slack. 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

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July 21, 2023in Enterprise
The Evolution of Salesforce Data Cloud
21Jul

The Evolution of Salesforce Data Cloud

The Evolution of Salesforce Data Cloud Salesforce’s journey to Data Cloud started with its acquisition of Krux in 2016, which was later rebranded as Salesforce DMP. This transformation gained momentum in 2019 when Salesforce introduced its customer data platform (CDP), incorporating Salesforce DMP. Subsequent acquisitions of Datorama, MuleSoft, Tableau, and Evergage (now Interaction Studio) enriched Salesforce CDP’s functionality, creating today’s robust Data Cloud. Understanding Customer Data Platforms (CDPs) A customer data platform (CDP) aggregates customer data from multiple channels to create a unified customer profile, enabling deeper insights and real-time personalization. A CDP serves as a centralized customer data repository, merging isolated databases from marketing, service, and ecommerce to enable easy access to customer insights. Salesforce’s “State of Marketing” report highlights the impact of CDPs, noting that 78% of high-performing businesses use CDPs, compared to 58% of underperformers. This analysis explores the evolution of CDPs and their role in transforming customer relationship management (CRM) and the broader tech ecosystem, turning customer data into real-time interactions. Key Functions of a Customer Data Platform (CDP) CDPs perform four main functions: data collection, data harmonization, data activation, and data insights. Origins of Customer Data Platforms (CDPs) CDPs evolved as the latest advancement in customer data management, driven by the need for a unified marketing data repository. Unlike earlier tools that were often limited to specific channels, CDPs enable real-time data synchronization and cross-platform engagement. Advances in AI, automation, and machine learning have made this level of segmentation and personalization attainable. The Future of Customer Data Platforms (CDPs) The next generation of CDPs, like Salesforce’s Data Cloud, supports real-time engagement across all organizational functions—sales, service, marketing, and commerce. Data Cloud continuously harmonizes and updates customer data, integrating seamlessly with Salesforce products to process over 100 billion records daily. With Data Cloud, organizations gain: Benefits of a Customer Data Platform (CDP) CDPs provide comprehensive insights into customer interactions, supporting personalization and cross-selling. Beyond segmentation, they serve as user-friendly platforms for audience analysis and data segmentation, simplifying day-to-day data management. Data Cloud allows organizations to transform customer data into personalized, seamless experiences across every customer touchpoint. Leading brands like Ford and L’Oréal utilize Data Cloud to deliver connected, real-time interactions that enhance customer engagement. The Need for Customer Data Platforms (CDPs) CDPs address critical data management challenges by unifying disjointed data sources, resolving customer identities, and enabling seamless segmentation. These capabilities empower companies to maximize the potential of their customer data. CDP vs. CRM CDPs are an evolution of traditional CRM, focusing on real-time, highly personalized interactions. While CRMs store known customer data, CDPs like Data Cloud enable real-time engagement, making it the world’s first real-time CRM by powering Salesforce’s Customer 360. Selecting the Right CDP When choosing a CDP, the focus often falls into two areas: insights and engagement. An insights-oriented CDP prioritizes data integration and management, while an engagement-focused CDP leverages data for real-time personalization. Data Cloud combines both, integrating real-time CDP capabilities to deliver unmatched insights and engagement across digital platforms. Content updated October 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

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July 21, 2023in Data, Mulesoft, Salesforce, Salesforce Data Cloud
Salesforce Success Story
20Jul

Case Study: Service Cloud Experience Cloud Federal Nonprofit Talent Acquisition

Military congressionally chartered, federally supported non-profit corporation that sustains and equips the armed forces. Client employs nearly 170,000 professionals to support and sustain the global mission of the armed forces. Service Cloud Experience Cloud Federal Nonprofit Talent Acquisition. Industry: Federal – Military Process Gaps: Client’s lack of a digital processes for talent acquisition hindered their ability to find and develop top-tier employees. The repository was incomplete, inaccurate, disconnected from other departments within the business ecosystem with no checks & balances in place – resulting into inefficient talent acquisition lifecycle that could not be tracked. Implemented : Technologies integrated : Our solution? Tectonic assisted with the successful implementation of Salesforce Sales Cloud, Experience Cloud, API Integrations and Advanced SF Security. Key activities included: Results: With Salesforce Public Sector Solutions, you can improve the provision of public services, expedite processes, and promote community trust and well-being. These solutions, which are specifically designed for government enterprises, use state-of-the-art technology to streamline workflows, guarantee compliance, and expedite operations. Discover the revolutionary potential of Salesforce in the areas of emergency program Salesforce offers digital transformation technology for government and public sector industries. If you are considering a Salesforce recruiting solution, contact Tectonic today. 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

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July 20, 2023in Public Sector Solutions, Salesforce, Salesforce Development Services, Salesforce Experience Cloud, Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Public Sector Solutions, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories
VOIP Salesforce Integration
19Jul

VOIP Salesforce Integration

Voice Technology and Customer Service: Revolutionizing Customer Experience with VoIP: VOIP Salesforce Integration In the world of customer service, leveraging voice technology is paramount, with VoIP (Voice over Internet Protocol) playing a central role. Voice technology has seamlessly woven into our daily routines, influencing tasks such as hands-free calls in transit, multitasking at home, and online inquiries. Yet, its significance transcends everyday life, impacting the landscape of customer service and transforming service team operations. Exceptional customer service departments embrace voice technology, utilizing VoIP to bolster training, streamline operations, enhance communication, and elevate overall customer engagement. By integrating VoIP with CRM systems and digital channels, agents are empowered to deliver unparalleled service experiences. VOIP Salesforce Integration Understanding VoIP: VoIP, or “voice over IP,” colloquially known as “cloud telephony,” enables businesses to conduct phone calls sans traditional landlines by converting analog audio signals into digital data transmitted over the internet. In essence, VoIP equips service teams connected to the web to seamlessly assist customers from any internet-enabled device. Key Benefits of VoIP for Customer Service: Cost Efficiency and Flexibility: VoIP eliminates the need for cumbersome desk phones, leading to cost savings. Additionally, there are no extra charges for long-distance calls. Its agility surpasses traditional phone systems, enabling any agent with internet access to utilize VoIP. This flexibility facilitates team scalability without requiring additional hardware. Integration with CRM for Enhanced Interactions: When integrated with CRM systems, VoIP revolutionizes how agents engage with customers over the phone, fostering personalized interactions and expediting resolution of complex issues. Global Connectivity for Remote Teams: With the rise of remote work, VoIP ensures connectivity for service professionals worldwide, catering to the growing preference for remote or hybrid work setups. Management Benefits and Quality Assurance: VoIP streamlines training processes, providing management with valuable data and insights to support agents in delivering exceptional service. Analytical insights, live call monitoring, and call recording bolster quality assurance efforts. Efficiency and Personalization: VoIP enhances team efficiency by automating routine tasks, minimizing errors, and optimizing internal workflows. Integrated with CRM, VoIP enables personalized interactions by furnishing agents with comprehensive customer profiles, fostering deeper understanding of customer needs. Improved Customer Satisfaction: Through features like automated call recording, transcription, and reduced wait times via automatic call forwarding, VoIP contributes to faster, more personalized service delivery, ultimately enhancing customer satisfaction scores. Integrating VoIP with CRM systems empowers customer service teams with enhanced capabilities, ensuring streamlined operations, personalized interactions, and heightened customer satisfaction. This voice technology modernizes traditional telephone communication to meet the evolving expectations of 21st-century customers. 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

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July 19, 2023in Salesforce, Salesforce Service Cloud
Generative AI Regulations
17Jul

Salesforce, Data Science, and Generative AI

Is Salesforce utilized in the field of data science? Salesforce data science and Generative AI Data Science-as-a-Service (DSaaS) democratizes access to machine learning through the Salesforce Data Management Platform, enabling widespread adoption of data science capabilities. Utilizing Salesforce for Data Science Empowerment: The integration of Salesforce into data science represents a transformative endeavor aimed at democratizing machine learning through Data Science-as-a-Service (DSaaS). By leveraging the Salesforce Data Management Platform, the objective is to empower individuals across various domains with the potential of data science. Democratization of Data Science: DSaaS introduces a versatile workbench that capitalizes on machine learning to refine segmentation, enhance activation strategies, and uncover deeper insights. Through robust analytics tools, users can gain profound insights into individual customer behaviors. Supported by a formidable 20-petabyte analytics environment and a real-time big data infrastructure, data-driven analytics are taken to unprecedented levels. Harnessing Modeling Resources: Data owners enjoy the flexibility to harness their data, algorithms, and models either within the Salesforce Data Management Platform or within their independent environments. Spearheading this initiative is the Salesforce Unified Intelligence Platform (UIP) team, constructing a centralized data intelligence platform aimed at enriching business insights, enhancing user experience, improving product quality, and optimizing operational efficiency, all while upholding the core value of trust embedded in the Salesforce platform. Salesforce Data Science and Generative AI Emphasizing Security and Design: Security stands as a cornerstone of the Salesforce platform, with the UIP’s evolution tracing back to a transition from a colossal Hadoop cluster to UIP in public clouds. The architectural journey prioritized data classification early on, engaging in meticulous reviews with legal and security experts to classify data intended for storage within UIP. Adopting the “zero-trust infrastructure” principle, the architecture is fortified against both internal and external threats, ensuring robust defense mechanisms against potential data breaches. Unlocking Data Science Potential through DSaaS: DSaaS serves as a catalyst in democratizing machine learning through the Salesforce Data Management Platform, spotlighting the pivotal role of data science in fostering generative AI and cultivating trustworthy AI. Data scientists play a critical role in ensuring data quality and organization to steer clear of issues such as biased or irrelevant outcomes. Navigating Data Science Challenges: Despite the transformative potential of data science, businesses encounter various challenges including managing diverse data sources, scarcity of skilled professionals, data privacy and security concerns, data cleansing complexities, and effectively communicating findings to non-technical stakeholders. Proposed Solutions: Addressing these challenges involves leveraging data integration tools, investing in the upskilling and reskilling of data professionals, implementing robust data privacy measures, employing data governance tools for data cleansing, and honing communication skills for reporting findings to non-technical stakeholders. The success of generative AI hinges on well-organized data, and data science is pivotal in achieving this. Whether utilizing AI tools built with the expertise of data scientists or building a data science team, businesses can navigate the evolving landscape of AI and data science with confidence. Content updated March 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

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July 17, 2023in AI Tools, Data, Generative AI, Salesforce, Salesforce Einstein, Salesforce Sales Cloud
Salesforce BI
15Jul

Salesforce Analytics Acronyms

Here is a helpful list of analytics acronyms you may encounter when discussing Salesforce. Salesforce Analytics Acronyms Acronym Meaning Definition AWS Amazon Web Services AWS offers “reliable, scalable, and inexpensive cloud computing services…the world’s most comprehensive and broadly adopted cloud, offering over 200 fully featured services from data centers globally.” (source)Multiple Salesforce products use AWS; however, it’s prominent in the analytics arena, where organizations rely on AWS to:”Extract, prepare, and analyze Salesforce.com data using Amazon AppFlow, AWS Glue DataBrew, and Amazon Athena.” (source) BYOAI Bring Your Own AI ‘Bring your own AI (model)’ is Salesforce’s way to meet their customers where they’re at. With Data Cloud, Salesforce not only supports Einstein (their own LLM), but also other ones like Sagemaker, Vertex AI, etc. BYOM Bring Your Own Model ‘Bring your own AI (model)’ is Salesforce’s way to meet their customers where they’re at. With Data Cloud, Salesforce not only supports Einstein (their own LLM), but also other ones like Sagemaker, Vertex AI, etc. CRMA CRM Analytics This is the analytics/business intelligence (BI) solution on the Salesforce platform, integrating Salesforce data with external data and provides the ability to analyze large datasets while performing predictive analytics. (Previously known as Wave/Einstein Analytics/Tableau CRM). EA Einstein Analytics The former name for CRM Analytics (also formerly Tableau CRM). You may still come across EA in outdated documentation. GPT Generative Pre-trained Transformer GPT is a technology concept, although it’s often mistaken for a product name (with the rise of the wildly popular ChatGPT). LLM Large Language Model An AI model that has been trained using lots of data. Salesforce has their own LLM that outperformed expectations during testing. Salesforce’s LLM leverages Data Cloud, or can be plugged into a different data lake. Organizations can also opt to their own LLM alongside their Salesforce data. NBA Einstein Next Best Action An AI-driven Salesforce product that makes recommendations to users when they are working with records in Salesforce. It appears within a Lightning component that’s typically placed on the record page sidebar. The user can choose to Accept or Reject the recommendation. NLP Natural Language Processing “Artificial intelligence that focuses on how computers can understand, interpret, and generate human language. NLP allows customers to interact with systems using normal human language rather than complex commands.” (source) SAQL Structured Query Language “Use SAQL to access data in Tableau CRM dataset. Tableau CRM uses SAQL behind the scenes in lenses, dashboards, and explorer to gather data for visualizations.” (source) TCRM Tableau CRM Tableau CRM is a self-service data visualization and business intelligence (BI) platform that integrates Salesforce data with external data. Formerly known as Einstein Analytics, and now CRM Analytics, this product boasts some of the most powerful data analysis capabilities in the market. XMD Extended Metadata “Enables you to customize the formatting of dataset fields and their values in Analytics dashboards and lenses.” (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 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

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July 15, 2023in Salesforce
Salesforce AI
14Jul

Salesforce Einstein and Social Studio

The digital era (sometimes considered the third industrial revolution) has transformed the dynamics of customer-business interactions, demanding a proactive approach to customer engagement across diverse channels. Navigating this ever-evolving world is essential for business success, and Social Studio is a valuable asset in this endeavor. Social Studio, in conjunction with Einstein AI, plays a pivotal role in achieving social media success. Recognizing the significance of social media in shaping brand identity and fostering customer relationships, marketers are tasked with maintaining an active and responsive presence across various social media platforms. This challenge is met by Social Studio, offering a centralized hub for comprehensive social media management. This platform facilitates content planning and publication, team collaboration, content approval, audience engagement, and performance analysis. Equipped with advanced scheduling tools, user-friendly content creation features, and customizable approval rules, Social Studio ensures the safeguarding of your brand’s integrity across multiple platforms and messaging. Notably, Social Studio seamlessly integrates with Salesforce Marketing Cloud, providing an all-encompassing solution for efficient social media management. Its capabilities extend to user role management, image classification through Einstein Vision, and process automation using macros. With Social Studio, users gain access to a unified platform for content creation, scheduling, and monitoring, audience interaction, and performance analysis. Whether collaborating within a team or managing multiple accounts, Social Studio streamlines social media efforts, empowering users to achieve their goals. Embrace the advantages of this robust tool for an enhanced social media experience! Social Studio is a one-stop solution to manage, schedule, create, and monitor posts. You can organize posts by brand, region, or multiple teams and individuals in a unified interface. Social Studio offers powerful real-time publishing and engagement. Social Studio offers powerful real-time publishing and engagement platform for content marketers, plus the comprehensive content performance by social network and time frame. A single interface offers a fully customizable team-based collaboration platform that analyzes channel and content performance. Analyze current trends and recommend new content ideas. With Social Studio you can: Social Studio Components Social Studio is made up of these components: Note: Salesforce will sundown Social Studio on November 18, 2024, but some users will lose access before then if their contract expires sooner.  Salesforce recommends retrieving your Social Studio data at least 90 days before the Order End Date of your Marketing Cloud Social Studio Product(s) or November 18, 2024, whichever is sooner.  The digital, or third industrial revolution is the shift from mechanical and analogue electronic technologies from the Industrial Revolution towards digital electronics which began in the latter half of the 20th century.  This was prompted with the adoption and evolution of digital computers. (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 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

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July 14, 2023in Salesforce Einstein, Salesforce Implementation Services, Salesforce Marketing Cloud
Salesforce Marketing Cloud Journey Builder
13Jul

Journey Builder Explained

In B2C marketing, the focus on Journey Builder within the Marketing Cloud framework is essential to take customers on journeys with personalized interactions depending on where they are at in the buying cycle. This tool empowers marketers to craft intricate marketing journeys that deliver personalized experiences to customers. Operating within Marketing Cloud, the journey tool orchestrates comprehensive customer journeys, facilitating interactions across multiple platforms such as email, mobile, advertising, and websites. It stands as a foundational element of Marketing Cloud, primarily tailored for B2C initiatives. Salesforce Journey Builder facilitates a deeper understanding of customers by triggering actions based on their unique behaviors and ensuring consistent messaging across channels. As consumers navigate seamlessly between platforms and devices, brands must offer personalized and seamless journeys to maximize customer lifetime value. To achieve this, marketers must address key questions: Answering these questions requires a comprehensive view of the customer journey, with actions aligned to evolving customer expectations. With Salesforce Marketing Cloud Journey Builder, marketers can attain a unified view of all customer interactions, optimizing end-to-end journeys. Journey Builder provides visibility into consumer interactions across marketing channels, including email, mobile, social ads, and more. By connecting these interactions, marketers gain insights for improved message crafting, campaign design, and automation, fostering seamless customer experiences and fostering loyalty. Interactions a customer may have with the brand throughout their journey include clicking on an ad, opening an email, making a purchase, conversing with customer support, and more. Journey Builder, as an event-driven tool, initiates conversations based on customer history, preferences, and real-time behavior, supporting visual mapping of simple or complex journeys. However, Journey Builder operates within Marketing Cloud and utilizes content and audiences from Email Studio, Mobile Studio, Advertising Studio, Content Builder, and Audience Builder. It leverages event-driven triggers to react to customer actions, such as downloading an app or leaving a shopping cart abandoned, thus enabling timely and relevant responses. Key features of Journey Builder include a user-friendly drag-and-drop interface, entry and filter criteria for swift actions, and powerful add-ons for enhanced functionality. Ultimately, Salesforce Journey Builder facilitates a seamless customer experience by guiding journeys, ensuring consistent messaging, adapting to evolving needs, and maintaining brand consistency across 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 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

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July 13, 2023in Data, Google, Salesforce, Salesforce Marketing Cloud
data cloud and marketing cloud personalization
11Jul

What is the Difference in a Data Lake and a Data Warehouse

Is a Data Lake Necessary? Difference in a Data Lake and a Data Warehouse? Do I need both? Both Data Lakes and Data Warehouses play crucial roles in the data processing and reporting infrastructure. They are complementary approaches rather than substitutes. Relevance of Data Lakes: Data lakes are losing popularity compared to their previous standing. Advanced storage solutions like data warehouses are progressively taking their place. Can Data Lakes Replace Data Warehouses? Data lakes do not directly replace data warehouses; they serve as supplementary technologies catering to different use cases with some overlap. Organizations typically have both a data lake and a data warehouse. Distinguishing Between Data Lakes and Data Warehouses: Data lakes and data warehouses serve as storage systems for big data, utilized by data scientists, data engineers, and business analysts. Despite some similarities, their differences are more significant than their commonalities, and understanding these distinctions is vital for aspiring data professionals. Data Lake vs. Data Warehouse: Key Differences: Data lakes aggregate structured and unstructured data from multiple sources, resembling real lakes with diverse inflows. Data warehouses, on the other hand, are repositories for pre-structured data intended for specific queries and analyses. Exploring Data Lakes: A data lake is a storage repository designed to capture and store large amounts of raw data, whether structured, semi-structured, or unstructured. This data, once in the lake, can be utilized for machine learning or AI algorithms and later transferred to a data warehouse. Data Lake Examples: Data lakes find applications in various sectors, such as marketing, education, and transportation, addressing business problems by collecting and analyzing data from diverse sources. Understanding Data Warehouses: A data warehouse is a centralized repository and information system designed for business intelligence. It processes and organizes data into categories called data marts, allowing for structured data storage from multiple sources. Data Warehouse Examples: Data warehouses support structured systems and technology for diverse industries, including finance, banking, and food and beverage, facilitating secure and accurate report generation. Data Warehouses compared to Data Lakes: Data warehouses contain processed and sanitized structured data, focusing on business intelligence, while data lakes store vast pools of unstructured, raw data, providing flexibility for future analysis. Key Differences Between Warehouses and Lakes: Intended purpose, audience, data structure, access and update cost, access model, and storage and computing are crucial factors distinguishing data warehouses and data lakes. Choosing Between Data Warehouse and Data Lake: The decision depends on organizational needs, value extracted from data analysis, and infrastructure costs. Organizations may opt for agility with a data lake, a data warehouse for larger data quantities, or a combination for maximum flexibility. A data lake stores raw, unstructured data indefinitely, providing cost-effective storage, while a data warehouse contains cleaned, processed, and structured data, optimized for strategic analysis based on predefined business needs. Data Warehouse, Data Lake, and Data Hub Differences: Data warehouses and data lakes primarily support analytic workloads, whereas data hubs focus on data integration, sharing, and governance, serving different purposes in the data landscape. Salesforce Data Cloud is a powerful data warehouse solution that allows companies to effectively manage and analyze their data. It provides users with the ability to stream input data from Salesforce and other sources, making it a comprehensive platform for data integration. Content updated February 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

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July 11, 2023in Data, Salesforce, Salesforce Data Cloud, Technology
Salesforce Privacy Center for Customer Preferences
09Jul

Salesforce Privacy Center for Customer Preferences

Managing Customer Privacy and Preferences with Salesforce In today’s inter-connected world, consumers are increasingly aware of the data collected about them. They want better control over their communication preferences, such as email, texts, and phone calls. Enter Salesforce Privacy Center for Customer Preferences. Organizations collecting this data must properly manage their customers’ privacy and preferences, adhere to privacy laws like the GDPR and CPRA, and stay compliant with the evolving landscape of US state and federal laws. Managing the complexity of communications, privacy, and compliance can be daunting, but Salesforce offers tools within its platform to help you stay compliant and meet your customers’ needs for preference management. Utilizing the Individual Object in Salesforce The first step is to use the Individual object in the Salesforce platform. When a customer shows interest in your products or services, you enter their information as a lead. Once they make a purchase, you convert that lead into a Contact Object, or store their information in a Person Account. Often, the same person’s information might be stored in multiple objects. For example, someone named Johnathan Smith might also be entered as John or Johnny, leading to multiple contacts with the same email but different names. The Individual Object helps manage preferences for that person across various objects or a single user record. It also enables: The Salesforce Consent Data Model The Individual Object is a key component of the Salesforce Consent Data Model, which forms the foundation of Salesforce’s long-term view of consent. This model considers the individual’s entire experience, not just a single contact point. Scenario Example: An individual wishes to be contacted via email (ContactPointTypeConsent) but only using their personal email address (ContactPointConsent) for promotional emails (Data Use Purpose). Later, they opt for SMS texting (ContactPointTypeConsent) for shipping notifications (Data Use Purpose). The data model allows managing multiple types of consent across different brands for various data use purposes, with the Individual Object linking all scenarios to a single person. This capability helps manage compliance with consent management requirements. Managing Customer Preferences with Privacy Center Once the Individual Object is enabled and the model understood, the next step is to enable customers to manage their preferences. Before configuring the Salesforce platform, you should plan for implementation by considering: With policies and procedures in place, you can start implementing the technology. Salesforce Privacy Center helps configure preference management and track the process. It allows you to create user-friendly forms for websites or emails, enabling secure capture of customer preferences for contact methods, reasons, and timing. Starting with Privacy Center To manage preferences, launch Privacy Center and set up consent templates in Privacy Preference Manager. Customize your contact point types (e.g., phone, web, social) using Apex or the Privacy Center interface. These templates ensure consistent forms across multiple brands and business lines, tailored to your specific business and compliance needs. After creating a form using a template, you can drag and drop it into Experience Builder or embed it into your site, ensuring a consistent user experience across sites and brands. Additional Privacy Center Functions Privacy Center also supports: These tools help manage your data, ensure regulatory compliance, and provide customers with an integrated and easy experience. By utilizing the Individual Object along with Privacy Center, you can track and monitor customer preferences effectively and ensure compliance. 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

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July 9, 2023in Salesforce
08Jul

Is Prompt Engineering Dying?

The Rise and Fall of Prompt Engineering Prompt engineering is everywhere—it’s the hot topic in the AI world. The World Economic Forum, OpenAI’s Sam Altman, and the Twitterverse can’t stop talking about it. My feeds are filled with ads promoting courses that promise to make you a fortune with minimal effort. But here’s the uncomfortable truth: prompt engineering is already facing its decline. Don Giannatti originally wrote on this topic in June of 2023. Whic got us thinking, is prompt engineering dying? Why Is Prompt Engineering Fading? Reason 1: AI Is Getting Smarter AI is advancing rapidly. Machines are starting to understand our words and phrases just like we do, similar to a child learning to talk. The need for finely tuned prompts is decreasing because AI is developing the ability to generate its own prompts simply by interpreting questions. It’s learning all the time. Reason 2: AI Crafts Its Own Prompts SDon already usea minimal nudge prompts, which AI then expands into detailed, contextually accurate prompts. GPT-4 can do this, and GPT-5 will have it even more integrated. While prompt engineering has been trendy among marketers and tech enthusiasts, its relevance is quickly waning. Reason 3: Prompts Are Limited in Versatility Prompts are tailored for specific AI models and versions, limiting their flexibility. AI can overcome these limitations more efficiently than humans. Machine learning excels in reducing input and friction, and AI is quickly learning and improving upon human-made prompts. The Future: Problem Formulation The enduring skill in the AI age is problem formulation—how we identify, analyze, and define problems. When we can clearly illustrate a problem, AI can provide efficient solutions. AI cannot identify unquantifiable problems that aren’t part of existing systems—that’s still a human strength, for now. Prompt Engineering vs. Problem Formulation Prompt engineering focuses on the words, sentence structure, and punctuation. Problem formulation is about defining the problem—seeing the bigger picture and broader strokes. Without a well-defined problem, even the best-crafted prompt is just a set of words. Why Problem Formulation Matters Problem formulation has been overshadowed by problem-solving. It’s not easy, isn’t taught in universities, and isn’t popularized by futurists. Yet, it’s essential. Executives often struggle with diagnosing problems—85% of them say so. To stay ahead, we need better problem formulation. Four Ways to Enhance Problem Formulation Embracing AI Wisely AI is evolving quickly. To leverage its potential, we must clearly identify problems. Once defined, AI can generate prompts to find solutions. A Take on AI While one can appreciate the educational and helpful capabilities of GPT and other language models, be cautious about the rapid integration of AI into our lives without adequate discussion or input from society. I trust AI more than the billionaires driving its adoption, but be wary of their motivations. 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

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July 8, 2023in Salesforce Einstein
Salesforce Service Cloud
07Jul

Back Up Service Cloud

Preventing Permanent Data Loss – Back Up Service Cloud Activate automatic daily backups of your Salesforce data to shield against unexpected system glitches and human errors. Ensuring Seamless System Upgrades Regular backups offer reassurance by enabling restoration to a stable state in the event of any issues during data modifications. Mitigating the Impact of Cyberattacks Restore data affected by security breaches to a backup prior to the incident, mitigating the fallout. Back Up Service Cloud Meeting Compliance and Legal Requirements Securely store data to meet industry data regulation standards, ensuring availability for audits or legal purposes. Statistics and Challenges 78% of CISOs report wielding 16 or more tools in their security portfolios, making data tracking, security, and recovery challenging. Additionally, 94% of organizations experiencing severe data loss fail to recover. Evolving Data Protection Challenges As AI adoption surges, data becomes an even more crucial strategic asset, necessitating protection against internal mishaps and external threats for seamless business continuity and customer trust. Salesforce Backup Salesforce Backup offers more than just data protection—it promises swift data restoration, top-tier performance, and robust resilience, safeguarding against data loss and corruption while preserving customer trust. There is a prevalent misconception that cloud platforms like Salesforce do not require backup solutions. While it’s true that cloud service providers manage disaster recovery scenarios, such support does not extend to everyday usage. Even in a cloud environment, data can still be inadvertently deleted or overwritten by users, necessitating an effective backup strategy. Previously, Salesforce offered a disaster recovery service as a last-resort option; however, this was discontinued effective July 31, 2020. In response, Salesforce introduced its native Backup & Restore service in 2022. Despite this, it’s generally advisable to have a third-party backup provider for enhanced data security, as Salesforce Backup & Restore is not included in the list below. Causes of Data Loss Data loss can occur due to various scenarios, including human error, erroneous data imports, workflow rule mishaps, or malicious user activity. Data vs. Metadata It’s crucial to differentiate between data and metadata. Data refers to stored values, while metadata encompasses configuration data specific to an organization, such as custom fields, layouts, and rules. Backup Methods Salesforce offers several options for simple backups, including manual data export, data export via reports, Data Loader import/export, and metadata backup via the Package Manager. Additionally, a full sandbox provides a complete mirror of the production instance, suitable for organizations heavily involved in Salesforce development. For organizations with development teams, managing metadata through development tools like IntelliJ or MavensMate enables effective versioning and backup on source code management systems like Git. Furthermore, mirroring Salesforce object data as a relational database using tools like Heroku or cData is an option, albeit without backing up metadata. Specialized backup tools offer the best solution, particularly for organizations using Salesforce extensively. These tools provide comprehensive backup solutions tailored to individual needs. Salesforce Backup Mechanics Salesforce backup solutions function as advanced data import/export tools rather than file-based backup/restore systems. They access data via APIs, necessitating the temporary disabling of triggers and workflows for effective restoration. Top Backup Solutions for Salesforce Several backup solutions are available for Salesforce, each offering unique features and benefits. Notable options include OwnBackup, AvePoint, CloudAlly, Odaseva, Spanning, and Skyvia. Restoring Salesforce Data vs. Relational Databases Restoring data in Salesforce differs from relational databases due to auto-generated IDs and names. Backup packages can handle lookup fields but may encounter challenges with auto-generated fields. Additional Benefits of Backup Tools Backup tools for Salesforce offer additional features like alerting, diff generation, cross-instance restoration, and anonymization, enhancing Salesforce administration capabilities. Conclusion Despite Salesforce being a cloud-based platform, implementing a backup strategy remains crucial. It should be an integral part of the overall Salesforce development strategy to ensure data security and continuity. 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

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July 7, 2023in Salesforce Service Cloud
Salesforce Success Story
05Jul

Case Study: Google Cloud and Tableau Ecommerce Success

An industry leader in lifesciences research and ecommerce, is tasked with integrating recent acquisitions, standardizing processes, and improving marketing return-on-investment. Ecommerce company moves to the cloud and adopts Google Cloud and Tableau to improve sales and operational efficiency. Google Cloud and Tableau Ecommerce Success to the rescue. Industry: Lifesciences and Biotechnology Research Problem: Leadership requested help driving an improved culture of proactive decision-making, rather than reactive. Implemented : Our solution? Results: Salesforce offers customized solutions for the ecommerce industry, assisting companies in this field to provide outstanding customer experiences, optimize workflows, and spur growth and brand loyalty. Salesforce offers digital transformation technology for life sciences, ecommerce, and biotechnology research industries. If you are considering a Salesforce health and life sciences implementation, contact Tectonic today. 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

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July 5, 2023in Salesforce, Salesforce Commerce Cloud, Salesforce Health and Life Sciences Solutions, Salesforce Implementation Services, Salesforce Optimization, Salesforce Success Stories, Salesforce Tableau

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