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360 SMS
29Aug

360 SMS

360 SMS: Revolutionizing Communication on Salesforce Built natively on the Salesforce platform, 360 SMS is a powerful messaging app that enables seamless communication with customers, prospects, and business partners across the globe. Whether sending single or bulk SMS/MMS, this app empowers teams to connect effectively while leveraging Salesforce’s capabilities. Its innovative features, such as automation, SMS templates, and URL shortening, make it a top choice for businesses seeking efficient and cost-effective communication. 360 SMS stands out as the “Top-Ranked Salesforce Messaging App” due to its versatility, ease of use, and advanced features. By enabling businesses to reach more clients with concise, impactful messages rather than long emails, 360 SMS drives engagement and enhances customer interactions. Additionally, businesses can save on SMS costs by utilizing shortened URLs, maximizing the efficiency of their Salesforce messaging campaigns. Build No-Code Salesforce Chatbots with 360 SMS Creating Salesforce chatbots no longer requires coding expertise or reliance on developers. With 360 SMS, businesses can easily configure no-code chatbots to automate tasks such as lead qualification, customer support, and answering FAQs. This streamlined solution helps enhance customer engagement and optimize workflows. The Salesforce chatbot integrates seamlessly with Salesforce, ensuring that all interactions are logged and accessible within the CRM for easy tracking and follow-up. It supports consistent, efficient communication across multiple touchpoints, enabling businesses to scale their customer support and sales operations effortlessly. Beyond Salesforce: No-Code Chatbots for Any CRM or Industry 360 SMS goes beyond Salesforce, offering drag-and-drop tools to create custom texting chatbots for other CRMs and industries. These chatbots support 11 built-in communication channels, allowing businesses to centralize their interactions and automate two-way communication effectively. Easily Configure Salesforce WhatsApp Chatbots WhatsApp, one of the most widely used communication platforms, is now easier than ever to integrate with Salesforce using 360 SMS. This no-code WhatsApp chatbot solution enables businesses to automate tasks such as customer support, lead qualification, and sales inquiries—all directly within the Salesforce ecosystem. By automating routine tasks like answering FAQs or guiding customers through product inquiries, businesses can improve response times and maintain meaningful customer connections. The chatbot logs every conversation in Salesforce, ensuring full visibility for tracking and follow-up. With 360 SMS, setting up a WhatsApp chatbot becomes a hassle-free process, delivering powerful automation without the need for coding expertise. 360 SMS: Your Partner in Smarter, Scalable CommunicationWhether you’re looking to optimize customer support, drive engagement, or enhance sales, 360 SMS empowers businesses with the tools they need to succeed—all while reducing costs and boosting productivity. 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

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August 29, 2024in Salesforce
Salesforce Einstein SDR and Sales Coach Agents
29Aug

Salesforce Einstein SDR and Sales Coach Agents

Salesforce Introduces Autonomous AI Sales Agents: Einstein SDR Agent and Einstein Sales Coach Agent Salesforce, the leading CRM for sales, has announced two new fully autonomous AI sales agents: Einstein Sales Development Rep (SDR) Agent and Einstein Sales Coach Agent. These groundbreaking agents, set to be generally available in October, are designed to help sales teams accelerate growth by handling key sales functions autonomously. Built on the Einstein 1 Agentforce Platform, these agents are poised to transform how sales teams operate, allowing them to focus on more complex deals while automating routine tasks. Einstein SDR Agent: Automating Pipeline 24/7 The Einstein SDR Agent autonomously engages with inbound leads, nurturing pipelines around the clock. Unlike traditional chatbots, which can only respond to pre-programmed queries, the Einstein SDR Agent uses advanced AI to make decisions, prioritize actions, and handle various lead interactions. Whether it’s answering product questions, managing objections, or booking meetings, the SDR Agent ensures that every response is trusted, accurate, and personalized, grounded in your company’s CRM and external data. Key features of the Einstein SDR Agent include: Einstein Sales Coach Agent: Enhancing Seller Performance Through AI-Driven Role-Play Einstein Sales Coach Agent takes sales enablement to the next level by autonomously engaging in role-plays with sellers. Whether simulating a buyer during discovery, pitch, or negotiation calls, the Sales Coach Agent uses generative AI to convert text into speech, providing a realistic training environment. This agent helps sellers refine their skills by offering personalized feedback based on real deal contexts. Key features of the Einstein Sales Coach Agent include: Accenture’s Collaboration with Salesforce Accenture, a global leader in business consulting, will leverage these new AI agents to enhance deal team effectiveness, scale support for more deals, and allow their sales teams to concentrate on the most complex transactions. According to Sara Porter, Global Sales Excellence Lead at Accenture, these AI-driven tools will empower their sales practitioners with advanced technology and processes to drive more intelligent customer conversations and accelerate revenue. Salesforce’s Vision for AI in Sales Salesforce sees these autonomous AI agents as a key part of the future of sales. By integrating AI that can generate high-quality pipeline and provide personalized coaching, sales teams can focus on higher-value deals and better prepare for them. Ketan Karkhanis, EVP and GM of Sales Cloud, emphasizes that every AI conversation must translate into ROI, and these new agents are designed to do just that by augmenting human sales teams to accelerate growth. Availability Both Einstein SDR Agent and Einstein Sales Coach Agent will be generally available in October, with additional functionalities expected to be rolled out throughout the year. Learn More: Note: Any unreleased services or features mentioned here are not currently available and may be subject to changes. Customers should base their purchasing decisions from Salesforce on currently available features. 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

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August 29, 2024in Agentforce Platform, Generative AI, Salesforce Einstein
Winter 25 Release Developer Enhancements
25Aug

Winter 25 Release Developer Enhancements

Developer Enhancements Salesforce Flow Enhancements Flow Orchestrator Enhancements How to Access and Use Key Salesforce Features View the Automation Lightning App: Manage Steps in an Orchestration Stage: Customize the Flow Orchestration Work Guide Component: Customize SMS One-Time Password Delivery for Experience Cloud Sites: Control Authenticated Callouts Permissions: Improve Data Transmission Speed and Security with TLS 1.3: Enable LWC Stacked Modals: Additional Enhancements: Salesforce Mobile App Enhancements Resolve Sync Issues with Offline Drafts: Access Hyperlinks in Enhanced Reports: Messaging in the Salesforce Mobile App: Seller-Focused Sales Mobile Experience: Stay Informed About Upcoming Releases: Check Out Resources: 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

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August 25, 2024in Salesforce Shield
AI as a Service
25Aug

AI as a Service

The latest research study from HTF MI, titled Global Artificial Intelligence (AI) As a Service Market Size, Player Analysis & Segment Growth 2020-2032, offers an in-depth evaluation of market risks, opportunities, and strategic decision-making support. The report delves into trends, growth drivers, technological advancements, and the evolving investment landscape within the Global AI As a Service market. Key players featured in the study include Google, Amazon Web Services, IBM, Microsoft, SAP, Salesforce, Intel, Baidu, FICO, SAS, and BigML. Market Overview: The study provides an extensive view of the AI As a Service market, with segmentation across industries such as banking, financial services, insurance, healthcare, retail, telecommunications, government and defense, manufacturing, and energy. Covering 18+ countries globally, it also highlights both emerging and established players. The report offers tailored analysis based on specific business objectives or geographic requirements. AI As a Service Market: Demand Analysis & Opportunity Outlook 2030 This research defines the market size across various segments and countries by analyzing historical data and forecasting future values through 2030. It combines qualitative and quantitative insights, including market share, value, and volume forecasts from 2019 to 2023, with projections extending to 2030. Key elements such as growth drivers, restraining factors, and critical statistics shape the market’s outlook. Market Segmentation: The report categorizes the AI As a Service market into the following: Key Players: The study profiles major industry players such as Google, Amazon Web Services, IBM, Microsoft, SAP, Salesforce, Intel, Baidu, FICO, SAS, and BigML, analyzing their market strategies and positioning. Geographic Scope: The global report covers multiple regions, including: Key Questions Addressed: Report Chapters Overview: For more information, request a sample report or inquire about the full research study through the provided links. 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

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August 25, 2024in Salesforce
Collabrate With AI
20Aug

Collabrate With AI

Many artists, writers, musicians, and creators are facing fears that AI is taking over their jobs. On the surface, generative AI tools can replicate work in moments that previously took creators hours to produce—often at a fraction of the cost and with similar quality. This shift has led many businesses to adopt AI for content creation, leaving creators worried about their livelihoods. Yet, there’s another way to view this situation, one that offers hope to creators everywhere. AI, at its core, is a tool of mimicry. When provided with enough data, it can replicate a style or subject with reasonable accuracy. Most of this data has been scraped from the internet, often without explicit consent, to train AI models on a wide variety of creative outputs. If you’re a creator, it’s likely that pieces of your work have contributed to the training of these AI models. Your art, words, and ideas have helped shape what these systems now consider ‘good’ in the realms of art, music, and writing. AI can combine the styles of multiple creators to generate something new, but often these creations fall flat. Why? While image-generating AI can predict pixels, it lacks an understanding of human emotions. It knows what a smile looks like but can’t grasp the underlying feelings of joy, nervousness, or flirtation that make a smile truly meaningful. AI can only generate a superficial replica unless the creator uses extensive prompt engineering to convey the context behind that smile. Emotion is uniquely human, and it’s what makes our creations resonate with others. A single brushstroke from a human artist can convey emotions that might take thousands of words to replicate through an AI prompt. We’ve all heard the saying, “A picture is worth a thousand words.” But generating that picture with AI often takes many more words. Input a short prompt, and the AI will enhance it with more words, often leading to results that stray from your original vision. To achieve a specific outcome, you may need hours of prompt engineering, trial, and error—and even then, the result might not be quite right. Without a human artist to guide the process, these generated works will often remain unimpressive, no matter how advanced the technology becomes. That’s where you, the creator, come in. By introducing your own inputs, such as images or sketches, and using workflows like those in ComfyUI, you can exert more control over the outputs. AI becomes less of a replacement for the artist and more of a tool or collaborator. It can help speed up the creative process but still relies on the artist’s hand to guide it toward a meaningful result. Artists like Martin Nebelong have embraced this approach, treating AI as just another tool in their creative toolbox. Nebelong uses high levels of control in AI-driven workflows to create works imbued with his personal emotional touch. He shares these workflows on platforms like LinkedIn and Twitter, encouraging other creators to explore how AI can speed up their processes while retaining the unique artistry that only humans can provide. Nebelong’s philosophy is clear: “I’m pro-creativity, pro-art, and pro-AI. Our tools change, the scope of what we can do changes. I don’t think creative AI tools or models have found their best form yet; they’re flawed, raw, and difficult to control. But I’m excited for when they find that form and can act as an extension of our hands, our brush, and as an amplifier of our artistic intent.” AI can help bring an artist 80% of the way to a finished product, but it’s the final 20%—the part where human skill and emotional depth come in—that elevates the piece to something truly remarkable. Think about the notorious issues with AI-generated hands. Often, the output features too many fingers or impossible poses, a telltale sign of AI’s limitations. An artist is still needed to refine the details, correct mistakes, and bring the creation in line with reality. While using AI may be faster than organizing a full photoshoot or painting from scratch, the artist’s role has shifted from full authorship to that of a collaborator, guiding AI toward a polished result. Nebelong often starts with his own artwork and integrates AI-generated elements, using them to enhance but never fully replace his vision. He might even use AI to generate 3D models, lighting, or animations, but the result is always driven by his creativity. For him, AI is just another step in the creative journey, not a shortcut or replacement for human effort. However, AI’s ability to replicate the styles of famous artists and public figures raises ethical concerns. With platforms like CIVIT.AI making it easy to train models on any style or subject, questions arise about the legality and morality of using someone else’s likeness or work without permission. As regulations catch up, we may see a future where AI models trained on specific styles or individuals are licensed, allowing creators to retain control over their works in the same way they license their traditional creations today. The future may also see businesses licensing AI models trained on actors, artists, or styles, allowing them to produce campaigns without booking the actual talent. This would lower costs while still benefiting creators through licensing fees. Actors and artists could continue to contribute their talents long after they’ve retired, or even passed on, by licensing their digital likenesses, as seen with CGI performances in movies like Rogue One. In conclusion, AI is pushing creators to learn new skills and adapt to new tools. While this can feel daunting, it’s important to remember that AI is just that—a tool. It doesn’t understand emotion, intent, or meaning, and it never will. That’s where humans come in. By guiding AI with our creativity and emotional depth, we can produce works that resonate with others on a deeper level. For example, you can tell artificial intelligence what an image should look like but not what emotions the image should evoke. Creators, your job isn’t disappearing. It’s

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August 20, 2024in Generative AI
AI Infrastructure Flaws
08Aug

AI Infrastructure Flaws

Wiz Researchers Warn of Security Flaws in AI Infrastructure Providers AI infrastructure providers like Hugging Face and Replicate are vulnerable to emerging attacks and need to strengthen their defenses to protect sensitive user data, according to Wiz researchers. AI Infrastructure Flaws come from security being an afterthought. During Black Hat USA 2024 on Wednesday, Wiz security experts Hillai Ben-Sasson and Sagi Tzadik presented findings from a year-long study on the security of three major AI infrastructure providers: Hugging Face, Replicate, and SAP AI Core. Their research aimed to assess the security of these platforms and the risks associated with storing valuable data on them, given the increasing targeting of AI platforms by cybercriminals and nation-state actors. Hugging Face, a machine learning platform that allows users to create models and store datasets, was recently targeted in an attack. In June, the platform detected suspicious activity on its Spaces platform, prompting a key and token reset. The researchers demonstrated how they compromised these platforms by uploading malicious models and using container escape techniques to break out of their assigned environments, moving laterally across the service. In an April blog post, Wiz detailed how they compromised Hugging Face, gaining cross-tenant access to other customers’ data and training models. Similar vulnerabilities were later identified in Replicate and SAP AI Core, and these attack techniques were showcased during Wednesday’s session. Prior to Black Hat, Ben-Sasson, Tzadik, and Ami Luttwak, Wiz’s CTO and co-founder, discussed their research. They revealed that in all three cases, they successfully breached Hugging Face, Replicate, and SAP AI Core, accessing millions of confidential AI artifacts, including models, datasets, and proprietary code—intellectual property worth millions of dollars. Luttwak highlighted that many AI service providers rely on containers as barriers between different customers, but warned that these containers can often be bypassed due to misconfigurations. “Containerization is not a secure enough barrier for tenant isolation,” Luttwak stated. After discovering these vulnerabilities, the researchers responsibly disclosed the issues to each service provider. Ben-Sasson praised Hugging Face, Replicate, and SAP for their collaborative and professional responses, and Wiz worked closely with their security teams to resolve the problems. Despite these fixes, Wiz researchers recommended that organizations update their threat models to account for potential data compromises. They also urged AI service providers to enhance their isolation and sandboxing standards to prevent lateral movement by attackers within their platforms. The Risks of Rapid AI Adoption The session also addressed the broader challenges associated with the rapid adoption of AI. The researchers emphasized that security is often an afterthought in the rush to implement AI technologies. “AI security is also infrastructure security,” Luttwak explained, noting that the novelty and complexity of AI often leave security teams ill-prepared to manage the associated risks. Many organizations testing AI models are using unfamiliar tools, often open-source, without fully understanding the security implications. Luttwak warned that these tools are frequently not built with security in mind, putting companies at risk. He stressed the importance of performing thorough security validation on AI models and tools, especially given that even major AI service providers have vulnerabilities. In a related Black Hat session, Chris Wysopal, CTO and co-founder of Veracode, discussed how developers increasingly use large language models for coding but often prioritize functionality over security, leading to concerns like data poisoning and the replication of existing vulnerabilities. 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

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August 8, 2024in Salesforce
Autonomous AI Service Agents
07Aug

Autonomous AI Service Agents

Salesforce Set to Launch Autonomous AI Service Agents. Considering Tectonic only first wrote about Agentic AI in late June, its like Christmas in July! Salesforce is gearing up to introduce a new generation of customer service chatbots that leverage advanced AI tools to autonomously navigate through various actions and workflows. These bots, termed “autonomous AI agents,” are currently in pilot testing and are expected to be released later this year. Autonomous AI Service Agents Named Einstein Service Agent, these autonomous AI bots aim to utilize generative AI to understand customer intent, trigger workflows, and initiate actions within a user’s Salesforce environment, according to Ryan Nichols, Service Cloud’s chief product officer. By integrating natural language processing, predictive analytics, and generative AI, Einstein Service Agents will identify scenarios and resolve customer inquiries more efficiently. Traditional bots require programming with rules-based logic to handle specific customer service tasks, such as processing returns, issuing refunds, changing passwords, and renewing subscriptions. In contrast, the new autonomous bots, enhanced by generative AI, can better comprehend customer issues (e.g., interpreting “send back” as “return”) and summarize the steps to resolve them. Einstein Service Agent will operate across platforms like WhatsApp, Apple Messages for Business, Facebook Messenger, and SMS text, and will also process text, images, video, and audio that customers provide. Despite the promise of these new bots, their effectiveness is crucial, emphasized Liz Miller, an analyst at Constellation Research. If these bots fail to perform as expected, they risk wasting even more customer time than current technologies and damaging customer relationships. Miller also noted that successful implementation of autonomous AI agents requires human oversight for instances when the bots encounter confusion or errors. Customers, whether in B2C or B2B contexts, are often frustrated with the limitations of rules-based bots and prefer direct human interaction. It is annoying enough to be on the telephone repeating “live person” over and over again. It would be trafic to have to do it online, too. “It’s essential that these bots can handle complex questions,” Miller stated. “Advancements like this are critical, as they can prevent the bot from malfunctioning when faced with unprogrammed scenarios. However, with significant technological advancements like GenAI, it’s important to remember that human language and thought processes are intricate and challenging to map.” Nichols highlighted that the forthcoming Einstein Service Agent will be simpler to set up, as it reduces the need to manually program thousands of potential customer requests into a conversational decision tree. This new technology, which can understand multiple word permutations behind a service request, could potentially lower the need for extensive developer and data scientist involvement for Salesforce users. The pricing details for the autonomous Einstein Service Agent will be announced at its release. 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

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August 7, 2024in Generative AI
Enhance Payer Patient Education
30Jul

Enhance Payer Patient Education

Data and Technology Strategies Enhance Payer Patient Education Analytics platforms, omnichannel engagement tools, telehealth, and other technological advancements have become essential in driving successful, enhanced payer patient education. Cathy Moffitt, MD, a pediatrician with 15 years of experience in the pediatric emergency department and now the senior vice president and Aetna chief medical officer at CVS Health, understands the critical role of patient education. “Education is empowerment. It is engagement. It is very critical to making patients more equipped to handle their healthcare journey,” Moffitt said in an episode of Healthcare Strategies. “Even overseeing a large payer like Aetna, I still believe tremendously in health education.” Enhance Payer Patient Education For large payers, effective patient education begins with data analytics and a deep understanding of their member population. Through data, payers can identify key insights, including when members are most receptive to educational materials. “People are more open to hear you and to be educated and empowered when they need help right then,” Moffitt explained. Timing is crucial—offering educational resources when they’re most relevant to a member’s immediate needs increases the likelihood that the information will be absorbed and acted upon. Aetna’s Next Best Action initiative, launched in 2018, exemplifies this approach. Through this program, Aetna employees reach out to members with specific conditions, offering guidance on the next best steps for managing their health. By providing education at a time when members are most open to it, the initiative ensures that patient education is both timely and impactful. In addition to timing, payer data can shape patient education by providing insights into a member’s demographics, including race, sexual orientation, gender identity, ethnicity, and location. Tailoring educational efforts to these factors ensures that communication is accessible and resonates with members. To better connect with a diverse member base, Aetna has integrated translator services into its customer support and trained representatives on sensitivity to sexual orientation and gender identity. Additionally, updating the provider directory to reflect demographic data is crucial. When members see providers who share their language, culture, and experiences, they are more likely to engage with and retain the educational materials provided. “Understanding, in a multicultural and multifactorial way, who our members are and trying to help understand what they need…as well as understanding both acute and chronic illness from an actionability standpoint, where we can best engage to good effect as we reach out to people—that’s the cornerstone of our intent and our philosophy around how we scrub data,” Moffitt shared. With over 20 years in the healthcare industry, both as a provider and now in a payer role, Moffitt has observed key trends and identified strengths and weaknesses in patient education efforts. She noted that the most successful patient education initiatives have been in mental health and preventive care, with technology playing a crucial role in both areas. Patient education has significantly reduced the stigma around mental healthcare and highlighted the importance of mental wellness. Telemedicine has vastly improved access to care, particularly in mental health, Moffitt noted. In preventive care, more people are now aware of the benefits of cancer screenings, vaccines, wellness visits, and other preventive measures. Moffitt suggested that the increased use of home health visits and retail clinics has contributed to these improvements, particularly among Aetna’s members. Looking ahead, Moffitt predicted that customized engagement is the next frontier for patient education. Members increasingly want educational materials delivered in a personalized and streamlined manner that suits their preferences. Omnichannel engagement solutions will be vital in meeting this demand. While significant progress has been made in enabling members to receive educational materials through various channels such as email, text, and phone calls, Moffitt anticipates even more advancements in the future. “I can’t tell you exactly where we’re going to be in 10 years because I wouldn’t have been able to tell you 10 years ago where we are now, but we will continue to respond and meet the demands with the technological commitments that we’re making,” Moffitt said. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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July 30, 2024in Data, Life Sciences Cloud, Public Sector Solutions, Salesforce, Salesforce Health and Life Sciences Solutions, Salesforce Implementation Services, Technology
Cloud PBX
30Jul

Cloud PBX

The Clock is Ticking on the Big UK Traditional Telephony Switch-Off As the UK approaches the traditional telephony switch-off, millions of small businesses are prioritizing the digitization of their voice communications. The move to cloud-powered replacements – Cloud PBX – is not just about meeting the January 2027 deadline; it’s an opportunity to modernize and leverage the benefits of cloud-based communications. The switch-off represents a chance for businesses to embrace a mobile-first, omnichannel approach to communication, unifying voice, video, emails, messaging, webchat, and more. This integration empowers employees to work smarter and enhances the customer experience. For small businesses and their IT service provider partners, modernization depends on deploying feature-rich, affordable technology that simplifies complexity and delivers tangible efficiency gains. Choosing the right product and vendor is crucial. “Cloud-powered, unified communication is no longer just for larger enterprises; small businesses must also embrace transformational change to keep pace with modern work trends. What may seem like a major undertaking can be easier than they think,” says Arya Zhou, Head of Global Sales at Yeastar. Yeastar’s recently launched P520 IPPBX digitizes voice calling and seamlessly integrates it with video, messaging, and customer experience into one platform. Discover the Yeastar P520 The Yeastar P520, part of the P-Series Appliance Edition, supports up to 20 users and 10 concurrent calls. It combines a compact, lightweight hardware body with powerful software capabilities. It supports Yeastar’s Linkus UC Client for various platforms, integrates with Microsoft Teams, and provides comprehensive call analytics and graphical call reports to improve communication efficiency and productivity. The P520 offers advanced call center features, including: Additionally, it includes team chat with presence and file sharing, integrated lightweight video conferencing, PBX-native external contacts management, extension groups, and ready-made integrations with popular CRMs and helpdesks. All these features come with single-point configuration and enterprise-grade security. “The Yeastar P520 is ideal for smaller teams looking to enhance their communication infrastructure,” says Zhou. “It delivers advanced communication capabilities and improved productivity tailored for SMBs and startups, without high costs.” 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

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July 30, 2024in Salesforce
UncannyAutomator Salesforce Integration
22Jul

UncannyAutomator Salesforce Integration

Integrating WordPress with Salesforce With the Uncanny Automator Elite Integrations addon, connecting your WordPress site to Salesforce is a breeze. Steps to Connect Uncanny Automator to Your Salesforce Account 1. Install the Elite Integrations Addon First, ensure you have the Elite Integrations addon for Uncanny Automator installed on your WordPress site. 2. Connect Uncanny Automator to Salesforce To establish the connection, follow these steps: You will be prompted to log into Salesforce. After logging in, you will need to allow Uncanny Automator to manage your Salesforce data by clicking Allow. You will then return to the app connection screen on your WordPress site. Using Salesforce Actions in Recipes Once connected to Salesforce, you can use Uncanny Automator to create and update contacts and leads based on user actions on your WordPress site. Here’s how: Final Steps That’s it! Your recipe will now automatically run whenever users complete the selected trigger(s), sending the desired updates directly to your Salesforce account. Installing Uncanny Automator Install the free version The free version of Uncanny Automator is hosted in the WordPress.org repository, so installing it on your WordPress site couldn’t be easier. Sign into your website as an administrator, and in /wp-admin/, navigate to Plugins > Add New. In the search field, enter “Uncanny Automator”. See the image below for more context. In the Search Results, click the Install Now button for Automator. Once it finishes installing, click Activate. That’s it! Uncanny Automator is installed and ready for use. Please note that you must have the free version installed first to use Uncanny Automator Pro. The setup wizard After activation, you will be redirected to the Uncanny Automator dashboard. From here, you can connect an account, watch tutorials or read articles in our Knowledge Base. Connecting a free account is an optional step allows you to try out some of the App non-WordPress Automator integrations (like Slack, Google Sheets and Facebook) but it is not required to use anything else in the free version. Install Uncanny Automator Pro Uncanny Automator Pro is a separate plugin from our free version, and to use Pro features, you must have both Uncanny Automator AND Uncanny Automator Pro installed and active. If you don’t yet have a copy of Automator Pro, you can purchase one from https://automatorplugin.com/pricing/. Once purchased, you can download the latest version of Uncanny Automator Pro inside your account on our website at https://automatorplugin.com/my-account/downloads/. To install the Pro version after downloading the zip file, navigate to Plugins > Add New in /wp-admin/. At the top of the page, click the Upload Plugin button. Click Choose File to select the Pro zip file, the Install Now and Activate the plugin. Once activated, be sure to visit Automator > Settings in /wp-admin/ to enter your license key. This unlocks access to automatic updates and unlimited use of non-WordPress integrations in your recipes. UncannyAutomator special triggers can be found here. 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

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July 22, 2024in Salesforce
Einstein Code Generation and Amazon SageMaker
22Jul

Einstein Code Generation and Amazon SageMaker

Salesforce and the Evolution of AI-Driven CRM Solutions Salesforce, Inc., headquartered in San Francisco, California, is a leading American cloud-based software company specializing in customer relationship management (CRM) software and applications. Their offerings include sales, customer service, marketing automation, e-commerce, analytics, and application development. Salesforce is at the forefront of integrating artificial general intelligence (AGI) into its services, enhancing its flagship SaaS CRM platform with predictive and generative AI capabilities and advanced automation features. Einstein Code Generation and Amazon SageMaker. Salesforce Einstein: Pioneering AI in Business Applications Salesforce Einstein represents a suite of AI technologies embedded within Salesforce’s Customer Success Platform, designed to enhance productivity and client engagement. With over 60 features available across different pricing tiers, Einstein’s capabilities are categorized into machine learning (ML), natural language processing (NLP), computer vision, and automatic speech recognition. These tools empower businesses to deliver personalized and predictive customer experiences across various functions, such as sales and customer service. Key components include out-of-the-box AI features like sales email generation in Sales Cloud and service replies in Service Cloud, along with tools like Copilot, Prompt, and Model Builder within Einstein 1 Studio for custom AI development. The Salesforce Einstein AI Platform Team: Enhancing AI Capabilities The Salesforce Einstein AI Platform team is responsible for the ongoing development and enhancement of Einstein’s AI applications. They focus on advancing large language models (LLMs) to support a wide range of business applications, aiming to provide cutting-edge NLP capabilities. By partnering with leading technology providers and leveraging open-source communities and cloud services like AWS, the team ensures Salesforce customers have access to the latest AI technologies. Optimizing LLM Performance with Amazon SageMaker In early 2023, the Einstein team sought a solution to host CodeGen, Salesforce’s in-house open-source LLM for code understanding and generation. CodeGen enables translation from natural language to programming languages like Python and is particularly tuned for the Apex programming language, integral to Salesforce’s CRM functionality. The team required a hosting solution that could handle a high volume of inference requests and multiple concurrent sessions while meeting strict throughput and latency requirements for their EinsteinGPT for Developers tool, which aids in code generation and review. After evaluating various hosting solutions, the team selected Amazon SageMaker for its robust GPU access, scalability, flexibility, and performance optimization features. SageMaker’s specialized deep learning containers (DLCs), including the Large Model Inference (LMI) containers, provided a comprehensive solution for efficient LLM hosting and deployment. Key features included advanced batching strategies, efficient request routing, and access to high-end GPUs, which significantly enhanced the model’s performance. Key Achievements and Learnings Einstein Code Generation and Amazon SageMaker The integration of SageMaker resulted in a dramatic improvement in the performance of the CodeGen model, boosting throughput by over 6,500% and reducing latency significantly. The use of SageMaker’s tools and resources enabled the team to optimize their models, streamline deployment, and effectively manage resource use, setting a benchmark for future projects. Conclusion and Future Directions Salesforce’s experience with SageMaker highlights the critical importance of leveraging advanced tools and strategies in AI model optimization. The successful collaboration underscores the need for continuous innovation and adaptation in AI technologies, ensuring that Salesforce remains at the cutting edge of CRM solutions. For those interested in deploying their LLMs on SageMaker, Salesforce’s experience serves as a valuable case study, demonstrating the platform’s capabilities in enhancing AI performance and scalability. To begin hosting your own LLMs on SageMaker, consider exploring their detailed guides and resources. 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

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July 22, 2024in Generative AI, Salesforce Einstein
Can We Customize Manufacturing Cloud For Our Business
19Jul

Can We Customize Manufacturing Cloud For Our Business?

Yes, Salesforce Manufacturing Cloud Can Be Customized to Meet Your Business Needs Salesforce Manufacturing Cloud is designed to be highly customizable, allowing manufacturing organizations to tailor it to their unique business requirements. Whether it’s adapting the platform to fit specific workflows, integrating with third-party systems, or enhancing reporting capabilities, Salesforce provides robust customization options to meet the specific needs of manufacturers. Here are key ways Salesforce Manufacturing Cloud can be customized: 1. Custom Data Models and Objects Salesforce allows you to create custom objects and fields to track data beyond the standard model. This flexibility enables businesses to manage unique production metrics or product configurations seamlessly within the platform. Customization Options: 2. Sales Agreement Customization Sales Agreements in Salesforce Manufacturing Cloud can be tailored to reflect your business’s specific contract terms and pricing models. You can adjust agreement structures, including the customization of terms, conditions, and rebate tracking. Customization Options: 3. Custom Workflows and Automation Salesforce offers tools like Flow Builder and Process Builder, allowing manufacturers to automate routine tasks and create custom workflows that streamline operations. Customization Options: 4. Integration with Third-Party Systems Salesforce Manufacturing Cloud can integrate seamlessly with ERP systems (like SAP or Oracle), inventory management platforms, and IoT devices to ensure a smooth data flow across departments. Integration Options: 5. Custom Reports and Dashboards With Salesforce’s robust reporting tools, you can create custom reports and dashboards that provide real-time insights into key performance indicators (KPIs) relevant to your manufacturing operations. Customization Options: 6. Custom User Interfaces Salesforce Lightning allows you to customize user interfaces to meet the needs of different roles within your organization, such as production managers or sales teams. This ensures users have quick access to relevant data. Customization Options: Conclusion Salesforce Manufacturing Cloud provides a wide range of customization options to suit the unique needs of your manufacturing business. Whether it’s adjusting data models, automating processes, or integrating with external systems, Manufacturing Cloud can be tailored to meet your operational goals. By leveraging these customizations, manufacturers can optimize their operations, improve data accuracy, and gain real-time insights to boost efficiency. If you need help customizing Salesforce Manufacturing Cloud, Service Cloud, or Sales Cloud for your business, our Salesforce Manufacturing Cloud Services team is here to assist. 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

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July 19, 2024in Data, Salesforce, Salesforce Einstein, Salesforce Manufacturing Cloud
Einstein Service Agent
16Jul

Einstein Service Agent

Introducing Agentforce Service Agent: Salesforce’s Autonomous AI to Transform Chatbot Experiences Accelerate case resolutions with an intelligent, conversational interface that uses natural language and is grounded in trusted customer and business data. Deploy in minutes with ready-made templates, Salesforce components, and a large language model (LLM) to autonomously engage customers across any channel, 24/7. Establish clear privacy and security guardrails to ensure trusted responses, and escalate complex cases to human agents as needed. Editor’s Note: Einstein Service Agent is now known as Agentforce Service Agent. Salesforce has launched Agentforce Service Agent, the company’s first fully autonomous AI agent, set to redefine customer service. Unlike traditional chatbots that rely on preprogrammed responses and lack contextual understanding, Agentforce Service Agent is dynamic, capable of independently addressing a wide range of service issues, which enhances customer service efficiency. Built on the Einstein 1 Platform, Agentforce Service Agent interacts with large language models (LLMs) to analyze the context of customer messages and autonomously determine the appropriate actions. Using generative AI, it creates conversational responses based on trusted company data, such as Salesforce CRM, and aligns them with the brand’s voice and tone. This reduces the burden of routine queries, allowing human agents to focus on more complex, high-value tasks. Customers, in turn, receive faster, more accurate responses without waiting for human intervention. Available 24/7, Agentforce Service Agent communicates naturally across self-service portals and messaging channels, performing tasks proactively while adhering to the company’s defined guardrails. When an issue requires human escalation, the transition is seamless, ensuring a smooth handoff. Ease of Setup and Pilot Launch Currently in pilot, Agentforce Service Agent will be generally available later this year. It can be deployed in minutes using pre-built templates, low-code workflows, and user-friendly interfaces. “Salesforce is shaping the future where human and digital agents collaborate to elevate the customer experience,” said Kishan Chetan, General Manager of Service Cloud. “Agentforce Service Agent, our first fully autonomous AI agent, will revolutionize service teams by not only completing tasks autonomously but also augmenting human productivity. We are reimagining customer service for the AI era.” Why It Matters While most companies use chatbots today, 81% of customers would still prefer to speak to a live agent due to unsatisfactory chatbot experiences. However, 61% of customers express a preference for using self-service options for simpler issues, indicating a need for more intelligent, autonomous agents like Agentforce Service Agent that are powered by generative AI. The Future of AI-Driven Customer Service Agentforce Service Agent has the ability to hold fluid, intelligent conversations with customers by analyzing the full context of inquiries. For instance, a customer reaching out to an online retailer for a return can have their issue fully processed by Agentforce, which autonomously handles tasks such as accessing purchase history, checking inventory, and sending follow-up satisfaction surveys. With trusted business data from Salesforce’s Data Cloud, Agentforce generates accurate and personalized responses. For example, a telecommunications customer looking for a new phone will receive tailored recommendations based on data such as purchase history and service interactions. Advanced Guardrails and Quick Setup Agentforce Service Agent leverages the Einstein Trust Layer to ensure data privacy and security, including the masking of personally identifiable information (PII). It can be quickly activated with out-of-the-box templates and pre-existing Salesforce components, allowing companies to equip it with customized skills faster using natural language instructions. Multimodal Innovation Across Channels Agentforce Service Agent supports cross-channel communication, including messaging apps like WhatsApp, Facebook Messenger, and SMS, as well as self-service portals. It even understands and responds to images, video, and audio. For example, if a customer sends a photo of an issue, Agentforce can analyze it to provide troubleshooting steps or even recommend replacement products. Seamless Handoffs to Human Agents If a customer’s inquiry requires human attention, Agentforce seamlessly transfers the conversation to a human agent who will have full context, avoiding the need for the customer to repeat information. For example, a life insurance company might program Agentforce to escalate conversations if a customer mentions sensitive topics like loss or death. Similarly, if a customer requests a return outside of the company’s policy window, Agentforce can recommend that a human agent make an exception. Customer Perspective “Agentforce Service Agent’s speed and accuracy in handling inquiries is promising. It responds like a human, adhering to our diverse, country-specific guidelines. I see it becoming a key part of our service team, freeing human agents to handle higher-value issues.” — George Pokorny, SVP of Global Customer Success, OpenTable. 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 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

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July 16, 2024in Agentforce Platform, Data, Einstein 1 Platform, Generative AI, Salesforce
Data Protection Improvements from Next DLP
11Jul

Data Protection Improvements from Next DLP

Insider risk and data protection company Next DLP has unveiled its new Secure Data Flow technology, designed to enhance data protection for customers. Integrated into the company’s Reveal Platform, Secure Data Flow monitors the origin, movement, and modification of data to provide comprehensive protection. Data Protection Improvements from Next DLP. This technology can secure critical business data flow from any SaaS application, including Salesforce, Workday, SAP, and GitHub, to prevent accidental data loss and malicious theft. “In modern IT environments, intellectual property often resides in SaaS applications and cloud data stores,” said John Stringer, head of product at Next DLP. “The challenge is that identifying high-impact data in these locations based on its content is difficult. Secure Data Flow, through Reveal, ensures that firms can confidently protect their most critical data assets, regardless of their location or application.” Next DLP argues that legacy data protection technologies are inadequate, relying on pattern matching, regular expressions, keywords, user-applied tags, and fingerprinting, which only cover a limited range of text-based data types. The company highlights that recent studies indicate employees download an average of 30 GB of data each month from SaaS applications to their endpoints, such as mobile phones, laptops, and desktops, emphasizing the need for advanced data protection measures. Secure Data Flow tracks data as it moves through both sanctioned and unsanctioned channels within an organization. By complementing traditional content and sensitivity classification-based approaches with origin-based data identification, manipulation detection, and data egress controls, it effectively prevents data theft and misuse. This approach results in an “all-encompassing, 100 percent effective, false-positive-free solution that simplifies the lives of security analysts,” claims Next DLP. “Secure Data Flow represents a novel approach to data protection and insider risk management,” said Ken Buckler, research director at Enterprise Management Associates. “It not only enhances detection and protection capabilities but also streamlines data management processes. This improves the accuracy of data sensitivity recognition and reduces endpoint content inspection costs in today’s diverse technological environments.” 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

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July 11, 2024in Generative AI, Salesforce Data Cloud, Salesforce Optimization

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