Salesforce - gettectonic.com - Page 7
Commerce Cloud and Agentic AI

Gen X and Millennials Lead in Embracing Agentic AI

Gen X and Millennials Lead in Embracing Agentic AI: Salesforce Report Generation X and millennials are showing greater openness to adopting agentic artificial intelligence (AI), according to Salesforce’s State of the AI Connected Customer report. Agentic AI refers to autonomous agents capable of independently making decisions and performing tasks, learning and adapting from experiences without direct human supervision. This technology is making significant inroads across industries, with applications ranging from personalized recommendations and inventory management in retail to supply chain optimization in logistics. It also finds use in healthcare, finance, telecom, IT, and customer service. Generational Differences in AI Adoption The report highlights that millennials (57%) and Gen Xers (58%) in India are more inclined to embrace AI agents for faster and more proactive customer service compared to Gen Z (51%) and Baby Boomers (42%). These autonomous agents enhance customer experiences by delivering personalized and relevant content, which resonates more with the tech-savvy Gen X and millennial demographics. Who Are These Generations? Building Trust in the AI Era The report reveals a sharp decline in consumer trust, with trust levels at their lowest in eight years. Over half of the respondents feel companies are less trustworthy than a year ago and believe businesses mishandle customer data. Arun Parameswaran, SVP & Managing Director, Sales and Distribution at Salesforce India, emphasized the critical role of trust in AI strategies: “As we enter a new era of intelligent customer engagement, brands that prioritize trust in their AI strategies will be best positioned to deliver impactful, lasting connections.” Transparency, according to the report, is key to restoring consumer confidence in the AI-driven era. Companies that adopt responsible AI practices, particularly in the design and deployment of agentic AI, can foster stronger customer relationships. Global Perspective The findings are based on a survey of 15,015 consumers across India, Australia, Brazil, Canada, Denmark, Finland, France, Germany, Ireland, Italy, Japan, Netherlands, Norway, Singapore, Spain, Sweden, the UK, and the US. As businesses increasingly integrate agentic AI into their operations, understanding generational attitudes and prioritizing ethical AI practices will be essential for fostering trust and delivering exceptional customer experiences. 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
Enterprises are Adopting AI-powered Automation Platforms

Enterprises are Adopting AI-powered Automation Platforms

The rapid pace of AI technological advancement is placing immense pressure on teams, often leading to disagreements due to the unrealistic expectations businesses have for the speed and agility of new technology implementation. A staggering 88% of IT professionals report that they are unable to keep up with the flood of AI-related requests within their organizations. Executives from UiPath, Salesforce, ServiceNow, and ManageEngine offer insights into how enterprises can navigate these challenges. Leading enterprises are adopting AI-powered automation platforms that understand, automate, and manage end-to-end processes. These platforms integrate seamlessly with existing enterprise technologies, using AI to reduce friction, eliminate inefficiencies, and enable teams to achieve business goals faster, with greater accuracy and efficiency. This year’s innovation drivers include tools such as Intelligent Document Processing, Communications Mining, Process and Task Mining, and Automated Testing. “Automation is the best path to deliver on AI’s potential, seamlessly integrating intelligence into daily operations, automating backend processes, upskilling employees, and revolutionizing industries,” says Mark Gibbs, EMEA President, UiPath. Jessica Constantinidis, Innovation Officer EMEA at ServiceNow, explains, “Intelligent Automation blends Robotic Process Automation (RPA), Artificial Intelligence (AI), and Machine Learning (ML) with well-defined processes to automate decision-making outcomes.” “Hyperautomation provides a business-driven, disciplined approach that enterprises can use to make informed decisions quickly by analyzing process and data feedback within the organization,” adds Constantinidis. Thierry Nicault, AVP and General Manager at Salesforce Middle East, emphasizes that while companies are eager to embrace AI, the pace of change often leads to confusion and stifles innovation. He notes, “By deploying AI and Hyperintelligent Automation tools, organizations can enhance productivity, visibility, and operational transformation.” Automation is driving growth and innovation across industries. AI-powered tools are simplifying processes, improving business revenues, and contributing to economic diversification. Ramprakash Ramamoorthy, Director of AI Research at ManageEngine, highlights how Hyperintelligent Automation, powered by AI, uses tools like Natural Language Processing (NLP) and Intelligent Document Processing to detect anomalies, forecast business trends, and empower decision-making. The IT Pushback Despite enthusiasm for AI, IT professionals are raising concerns. A Salesforce survey revealed that 88% of IT professionals feel overwhelmed by the influx of AI-related requests, with many citing resource constraints, data security concerns, and data quality issues. Business stakeholders often have unrealistic expectations about how quickly new technologies can be implemented, creating friction. According to Constantinidis of ServiceNow, many organizations lack transparency across their business units, making it difficult to fully understand their processes. As a result, automating processes becomes challenging. She adds, “Before full hyperautomation is possible, issues like data validation, classification, and privacy must be prioritized.” Automation platforms need accurate data, and governance is crucial in managing what data is used for AI models. “You need AI skills to teach and feed the data, and you also need a data specialist to clean up your data lake,” Constantinidis explains. Gibbs from UiPath stresses that automation must be designed in collaboration with the business users who understand the processes and systems. Once deployed, a feedback loop ensures continuous improvement and refinement of automated workflows. Ramamoorthy from ManageEngine notes that adopting Hyperintelligent Automation alongside existing workflows poses challenges. Enterprises must evaluate their technology stack, considering the costs, skills required, and the potential benefits. Strategic Integration of AI and Automation To successfully implement Hyperintelligent Automation tools, enterprises need a blend of IT and business skills. Mark Gibbs of UiPath points out, “These skills ensure organizations can effectively implement, manage, and optimize hyperintelligent technologies, aligning them with organizational goals.” Salesforce’s Nicault adds, “Enterprises must empower both IT and business teams to embrace AI, fostering innovation while ensuring the technology delivers real value.” Business skills are equally crucial, including strategic planning, process analysis, and change management. Ramamoorthy emphasizes that these competencies help identify automation opportunities and align them with business goals. According to Bassel Khachfeh, Digital Solutions Manager at Omnix, automation must be implemented with a focus on regulatory and compliance needs specific to the industry. This approach ensures the technology supports future growth and innovation. Transforming Customer Experiences and Business Operations As automation evolves, it’s transforming not only back-end processes but also customer experiences and decision-making at every level. Constantinidis from ServiceNow explains that hyperintelligence enables enterprises to predict outcomes and avert crises by trusting AI’s data accuracy. Gibbs from UiPath adds that automation allows enterprises to unlock untapped opportunities, speeding up the transformation of manual processes and enhancing business efficiency. AI is already making an impact in areas like supply chain management, regulatory compliance, and customer-facing processes. Ramamoorthy of ManageEngine notes that AI-powered NLP is revolutionizing enterprise chatbots and document processing, enabling businesses to automate complex workflows like invoice handling and sentiment analysis. Khachfeh from Omnix highlights how Cognitive Automation platforms elevate RPA by integrating AI-driven capabilities, such as NLP and Optical Character Recognition (OCR), to further streamline operations. Looking Ahead Hyperintelligent Automation, driven by AI, is set to revolutionize industries by enhancing efficiency, driving innovation, and enabling smarter decision-making. Enterprises that strategically adopt these tools—by integrating IT and business expertise, prioritizing data governance, and continuously refining their automated workflows—will be best positioned to navigate the complexities of AI and achieve sustainable growth. 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
Customer Service Week

Customer Service Week

Engage Your Customer Service Team All Year — With Appreciation Recognizing your customer service team during National Customer Service Week (the first full week of October) is a great opportunity to show appreciation. But why limit it to one week, or to simple gestures like pastries or catered lunches? Your team works hard all year long! Here are four ways to show your customer service reps that you value their dedication and well-being every day. Why Customer Service Week Matters Customer Service Week is ainternational event dedicated to recognizing the essential role customer service reps play in delivering excellent customer experiences. With growing demands on reps, including handling more products and increasingly complex cases, it’s important to show appreciation and support. Our research shows that 69% of service leaders say rep attrition is a significant challenge, and more than half of reps experience burnout. Investing in your team can reduce turnover, prevent burnout, and improve overall customer satisfaction. Everyone deserves to be recognized for the contributions. Customer Service Week, Administrative Assistants Day, Best Boss Day — they all offer opportunities to focus on the good someone is doing in your organization and provide praise beyond a comment in a review or an attaboy. Here are four ways to make sure your reps feel supported during Customer Service Week—and all year long: 1. Foster Community Involvement Customer service reps often work around the clock to solve problems and assist customers. Connecting them with a supportive community can make all the difference, especially as AI continues to transform the customer service landscape. Encourage your reps to join Salesforce’s Serviceblazer Community, where they can gain new skills, connect with industry peers, and grow their careers. By fostering these connections, you show that you’re invested in their professional growth. As Serviceblazer Shonnah Hughes, VP at Salesforce, notes: “Your community helps you stay updated with the latest technology and enhances your skills, leading to career opportunities and personal growth.” Sean Lewis, principal solution consultant for Vicasso, shares that creating a dedicated Slack channel for best practices has improved customer service issue resolution and created a culture of gratitude. 2. Offer Professional Development Opportunities Invest in your team’s future by providing paid learning opportunities. Platforms like Salesforce’s Trailhead offer self-paced learning on a variety of topics, from communication skills to AI in customer service. Additionally, consider sponsoring team members for training courses, seminars, or workshops. This not only builds their skill sets but also shows you’re invested in their long-term success within the organization. You don’t have to send everyone to Dreamforce. But some of the smaller events might require less travel and more learning. If there isn’t a customer service Salesforce focused Meetup locally, sponsor one. Encourage networking. This might be where your next great employee is found. 3. Promote Skills Exchange Sessions Encourage skill-sharing among team members to build camaraderie and promote peer learning. Regularly schedule sessions where team members can teach one another valuable skills, such as how to leverage AI for writing customer responses or best practices for resolving complex cases. These sessions help create a collaborative work environment and enable the team to continuously improve. Record the sessions and add them to your Knowledge Base. Encourage staff to learn new skills to share. 4. Prioritize Health and Wellness Initiatives Supporting your team’s physical and mental health is key to maintaining productivity and morale. Consider introducing initiatives like fitness challenges, yoga sessions, or mental health workshops to reduce burnout and promote well-being. Offering access to wellness resources, gym memberships, or wellness stipends can also demonstrate your commitment to their overall health. Not only does the team appreciate these gestures, but helps them feel better all year long. 🔔🔔 Follow us on LinkedIn 🔔🔔 Ready to Put These Ideas into Action? A valued team is a highly motivated team. By implementing these four strategies—community involvement, professional development, skills exchanges, and wellness initiatives—you can show your customer service reps how much they mean to your organization. And the best part? You can engage and support them not just during Customer Service Week, but every day of the year—whether or not there are donuts involved. Salesforce provides a wide array of tools to help you with these four strategies. 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 Won't Hurt Salesforce

AI Won’t Hurt Salesforce

Marc Benioff Dismisses AI Threats, Sets Sights on a Billion AI Agents in One Year Salesforce CEO Marc Benioff has no doubts about the transformative potential of AI for enterprise software, particularly Salesforce itself. At the core of his vision are AI agents—autonomous software bots designed to handle routine tasks, freeing up human workers to focus on more strategic priorities. “What if your workforce had no limits? That’s a question we couldn’t even ask over the past 25 years of Salesforce—or the 45 years I’ve been in software,” Benioff said during an appearance on TechCrunch’s Equity podcast. The Billion-Agent Goal Benioff revealed that Salesforce’s recently launched Agentforce platform is already being adopted by “hundreds of customers” and aims to deploy a billion AI agents within a year. These agents are designed to handle tasks across industries—from enhancing customer experiences at retail brands like Gucci to assisting patients with follow-ups in healthcare. To illustrate, Benioff shared his experience with Disney’s virtual Private Tour Guides. “The AI agent analyzed park flow, ride history, and preferences, then guided me to attractions I hadn’t visited before,” he explained. Competition with Microsoft and the AI Landscape While Benioff is bullish on AI, he hasn’t hesitated to criticize competitors—particularly Microsoft. When Microsoft unveiled its new autonomous agents for Dynamics 365 in October, Benioff dismissed them as uninspired. “Copilot is the new Clippy,” he quipped, referencing Microsoft’s infamous virtual assistant from the 1990s. Benioff also cited Gartner research highlighting data security issues and administrative flaws in Microsoft’s AI tools, adding, “Copilot has disappointed so many customers. It’s not transforming companies.” However, industry skeptics argue that the real challenge to Salesforce isn’t Microsoft but the wave of AI-powered startups disrupting traditional enterprise software. With tools like OpenAI’s ChatGPT and Klarna’s in-house AI assistant “Kiki,” companies are starting to explore GenAI solutions that can replace legacy platforms like Salesforce altogether. For example, Klarna recently announced it was moving away from Salesforce and Workday, favoring GenAI tools that enable seamless, conversational interfaces and faster data access. Why Salesforce Is Positioned to Win Despite the noise, Benioff remains confident that Salesforce’s extensive data infrastructure gives it a significant edge. “We manage 230 petabytes of customer data with robust security and sharing models. That’s what allows AI to thrive in our ecosystem,” he said. While companies may question how other platforms like OpenAI handle data, Salesforce offers an integrated approach, reducing the need for complex data migrations to other clouds, such as Microsoft Azure. Salesforce’s Own Use of AI Benioff also highlighted Salesforce’s internal adoption of Agentforce, using AI agents in its customer service operations, sales processes, and help centers. “If you’re authenticated on help.salesforce.com, you’re already interacting with our agent,” he noted. AI Startups: Threat or Opportunity? As for concerns about AI startups overtaking Salesforce, Benioff sees them as acquisition opportunities rather than existential threats. “We’ve made over 60 acquisitions, many of them startups,” he said. He pointed to Agentforce itself, which was built using technology from Airkit.ai, a startup founded by a former Salesforce employee. Salesforce Ventures initially invested in Airkit.ai before acquiring and integrating it into its platform. The Path Forward Benioff is resolute in his belief that AI won’t hurt Salesforce—instead, it will revolutionize how businesses operate. While skeptics warn of a seismic shift in enterprise software, Benioff’s strategy is clear: lean into AI, leverage data, and stay agile through innovation and acquisitions. “We’re just getting started,” he concluded, reiterating his vision for a future where AI agents expand the possibilities of work and customer experience like never before. 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 CPQ Check Up

Salesforce CPQ Check Up

A Salesforce CPQ Check Up is a comprehensive review of your system’s configuration and performance. It assesses how well your CPQ solution integrates with your business processes, highlighting any gaps hindering your sales efforts. From pricing rules to approval processes, a health check ensures seamless functionality and equips your sales reps with the tools they need to succeed.

Read More
Pioneering AI-Driven Customer Engagement

Pioneering AI-Driven Customer Engagement

With Salesforce at the forefront of the AI revolution, Agentforce, introduced at Dreamforce, represents the next phase in customer service automation. It integrates AI and human collaboration to automate repetitive tasks, freeing human talent for more strategic activities, ultimately improving customer satisfaction. Tallapragada emphasized how this AI-powered tool enables businesses, particularly in the Middle East, to scale operations and enhance efficiency, aligning with the region’s appetite for growth and innovation.

Read More
Insurance Brokerage Financial Services Cloud

Insurance Brokerage Financial Services Cloud

Salesforce has introduced Financial Services Cloud for Insurance Brokerages, an AI-powered platform set to launch in February 2025, designed to automate and enhance client management, policy servicing, and commission processing for insurance brokerages. Built on Salesforce’s core CRM system, Insurance Brokerage Financial Services Cloud streamlines traditionally time-consuming tasks like policy renewals, employee benefits management, and commission splits, aiming to consolidate operations and reduce operational expenses.

Read More
user q and a

Handling Duplicate Phone Numbers in Salesforce Automations

I’m working with a list of customers in Salesforce, where duplicate detection is enabled for the phone field. When manually creating a new customer with an existing phone number, Salesforce displays a warning prompt asking if I want to proceed. The warning doesn’t block the save; it simply alerts me to the duplicate. However, when attempting to insert a record with the same phone number using MAKE, I encounter the following error: RuntimeError[400]: A duplicate record was found. Are you sure you want to create the record? This indicates that the automation is being blocked due to the duplicate detection rules. Solution Options Here are a few strategies to address this and allow the record to be inserted: Best Practices If you need help setting up any of these solutions, let Tectonic know! 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 and Firmable

Salesforce and Firmable

Firmable Launches Salesforce Integration to Enhance CRM Workflows Firmable has unveiled its latest integration with Salesforce, further expanding its CRM ecosystem to support over 20,000 Salesforce users across Australia. By embedding its extensive Australian dataset directly into Salesforce, Firmable empowers businesses to optimize workflows, improve productivity, and elevate their sales and marketing efforts. This integration adds to Firmable’s suite of CRM solutions, which also includes compatibility with platforms like HubSpot, making its rich dataset an integral part of daily business operations. Key Benefits of the Firmable-Salesforce Integration A Comprehensive Solution for Australian Businesses Firmable’s integration with Salesforce brings unparalleled ease of use and precision to CRM workflows. By embedding its rich Australian data into everyday tools, businesses can streamline lead generation, enhance customer engagement, and boost sales effectiveness. 🔔🔔 Follow us on LinkedIn 🔔🔔 Ready to transform your sales and marketing strategies? Firmable is now available for trial or purchase at firmable.com. 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
lightning web picker in salesforce

Lightning Record Picker in Salesforce

The lightning-record-picker component enhances the record selection process in Salesforce applications, offering a more intuitive and flexible experience for users. With its ability to handle larger datasets, customizable fields, and strong validation features, it is a powerful tool for developers to incorporate into their Salesforce applications.

Read More
gettectonic.com