Scala Archives - gettectonic.com - Page 7
Revolution Customer Service with Agentforce
08Oct

Revolution Customer Service with Agentforce

Agentforce stole the spotlight at Dreamforce, but it’s not just about replacing human workers. Equally significant for Service Cloud was the focus on how AI can be leveraged to make agents, dispatchers, and field service technicians more productive and proactive. Join a conversation to unpack the latest Sales Cloud innovations, with a spotlight on Agentforce for sales followed by a Q&A with Salesblazers. During the Dreamforce Service Cloud keynote, GM Kishan Chetan emphasized the dramatic shift over the past year, with AI moving from theoretical to practical applications. He challenged customer service leaders to embrace AI agents, highlighting that AI-driven solutions can transform customer service from delivering “good” benefits to achieving exponential growth. He noted that AI agents are capable of handling common customer requests like tech support, scheduling, and general inquiries, as well as more complex tasks such as de-escalation, billing inquiries, and even cross-selling and upselling. In practice, research by Valoir shows that most Service Cloud customers are still in the early stages of AI adoption, particularly with generative AI. While progress has accelerated recently, most companies are only seeing incremental gains in individual productivity rather than the exponential improvements highlighted at Dreamforce. To achieve those higher-level returns, customers must move beyond simple automation and summarization to AI-driven transformation, powered by Agentforce. Chetan and his team outlined four key steps to make this transition. “Agentforce represents the Third Wave of AI—advancing beyond copilots to a new era of highly accurate, low-hallucination intelligent agents that actively drive customer success. Unlike other platforms, Agentforce is a revolutionary and trusted solution that seamlessly integrates AI across every workflow, embedding itself deeply into the heart of the customer journey. This means anticipating needs, strengthening relationships, driving growth, and taking proactive action at every touchpoint,” said Marc Benioff, Chair and CEO, Salesforce. “While others require you to DIY your AI, Agentforce offers a fully tailored, enterprise-ready platform designed for immediate impact and scalability. With advanced security features, compliance with industry standards, and unmatched flexibility. Our vision is bold: to empower one billion agents with Agentforce by the end of 2025. This is what AI is meant to be.” In contrast to now-outdated copilots and chatbots that rely on human requests and strugglewith complex or multi-step tasks, Agentforce offers a new level of sophistication by operating autonomously, retrieving the right data on demand, building action plans for any task, and executing these plans without requiring human intervention. Like a self-driving car, Agentforce uses real-time data to adapt to changing conditions and operates independently within an organizations’ customized guardrails, ensuring every customer interaction is informed, relevant, and valuable. And when desired, Agentforce seamlessly hands off to human employees with a summary of the interaction, an overview of the customer’s details, and recommendations for what to do next. Deploy AI agents across channelsAgentforce Service Agent is more than a chatbot—it’s an autonomous AI agent capable of handling both simple and complex requests, understanding text, video, and audio. Customers were invited to build their own Service Agents during Dreamforce, and many took up the challenge. Service-related agents are a natural fit, as research shows Service Cloud customers are generally more prepared for AI adoption due to the volume and quality of customer data available in their CRM systems. Turn insights into actionLaunching in October 2024, Customer Experience Intelligence provides an omnichannel supervisor Wall Board that allows supervisors to monitor conversations in real time, complete with sentiment scores and organized metrics by topics and regions. Supervisors can then instruct Service Agent to dive into root causes, suggest proactive messaging, or even offer discounts. This development represents the next stage of Service Intelligence, combining Data Cloud, Tableau, and Einstein Conversation Mining to give supervisors real-time insights. It mirrors capabilities offered by traditional contact center vendors like Verint, which also blend interaction, sentiment, and other data in real time—highlighting the convergence of contact centers and Service Cloud service operations. Empower teams to become trusted advisorsSalesforce continues to navigate the delicate balance between digital and human agents, especially within Service Cloud. The key lies in the intelligent handoff of customer data when escalating from a digital agent to a human agent. Service Planner guides agents step-by-step through issue resolution, powered by Unified Knowledge. The demo also showcased how Service Agent can merge Commerce and Service by suggesting agents offer complimentary items from a customer’s shopping cart. Enable field teams to be proactiveSalesforce also announced improvements in field service, designed to help dispatchers and field service agents operate more proactively and efficiently. Agentforce for Dispatchers enhances the ability to address urgent appointments quickly. Asset Service Prediction leverages AI to forecast asset failures and upcoming service needs, while AI-generated prework briefs provide field techs with asset health scores and critical information before they arrive on site. Setting a clear roadmap for adopting Agentforce across these four areas is an essential step toward helping customers realize more than just incremental gains in their service operations. Equally important will be helping customers develop a data strategy that harnesses the power of Data Cloud and Salesforce’s partner ecosystem, enabling a truly data-driven service experience. Investments in capabilities like My Service Journeys will also be critical in guiding customers through the process of identifying which AI features will deliver the greatest returns for their specific needs. Agentforce leverages Salesforce’s generative AI, like Einstein GPT, to automate routine tasks, provide real-time insights, and offer personalized recommendations, enhancing efficiency and enabling agents to deliver exceptional customer experiences. Agentforce is not just another traditional chatbot; it is a next-generation, AI-powered solution that understands complex queries and acts autonomously to enhance operational efficiency. Unlike conventional chatbots, Agentforce is intelligent and adaptive, capable of managing a wide range of customer issues with precision. It offers 24/7 support, responds in a natural, human-like manner, and seamlessly escalates to human agents when needed and redefining customer service by delivering faster, smarter, and more effective support experiences. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM

Read More
October 8, 2024in Data, Enterprise, Generative AI, Salesforce, Unified Knowledge
Salesforce Agentforce Integration
07Oct

Salesforce Agentforce Integration

The rise of AI-powered solutions is transforming customer service, support, and automation. For organizations such as nonprofits, national associations, and large enterprises, delivering seamless customer experiences has become crucial. Salesforce’s Agentforce, a next-generation conversational AI tool, plays a vital role in this transformation. Designed to elevate customer support and interaction, Agentforce provides an intelligent and scalable solution for integrating AI chatbots into content management systems (CMS) like WordPress, Drupal, and HubSpot. Salesforce Agentforce Integration. In this detailed feature review, we will dive into the extensive capabilities of Salesforce Agentforce, analyzing its role as a conversational tool, its technical requirements, and the benefits it provides for nonprofits, national associations, and businesses. We’ll also compare its applications across various CMS platforms like Drupal, WordPress, and HubSpot, exploring its potential as a powerful AI assistant for website automation and customer interaction. Salesforce Agentforce: A Technical Perspective Salesforce Agentforce is an advanced AI-driven conversational assistant that seamlessly integrates into the Salesforce environment. By tapping into Salesforce CRM’s vast data resources, Agentforce serves as an intelligent interface, automating everything from initial customer inquiries to more personalized interactions. Utilizing natural language processing (NLP) and machine learning, it continually refines responses and scales interactions, making it an indispensable tool for organizations aiming to enhance customer service workflows. Agentforce integrates smoothly with Salesforce Service Cloud, automating both live chat support and chatbot responses. Additionally, it can connect with third-party platforms, including popular CMS solutions like WordPress, Drupal, and HubSpot, allowing organizations to centralize customer service operations in one interface. Core Features and Technical Architecture of Agentforce Natural Language Understanding (NLU) and Processing (NLP) Agentforce’s NLP capabilities are its backbone, allowing it to understand complex human language and respond contextually. This empowers it to manage initial inquiries as well as more sophisticated support requests. Agentforce’s NLU also enables it to work across different languages, dialects, and industry-specific terminology, making it particularly valuable for global organizations and national associations serving diverse audiences. Machine Learning for Continuous Improvement Agentforce’s machine learning feature enhances its ability to improve accuracy and understanding over time. Each interaction helps the chatbot evolve, making it more effective at delivering relevant, real-time responses. This model integrates directly with Salesforce’s data infrastructure, giving Agentforce access to historical data and interactions to offer highly personalized, context-aware answers. Deep Integration with Salesforce CRM As a Salesforce-native tool, Agentforce can harness CRM data in ways other AI tools cannot. By accessing customer histories, purchase data, and previous interactions, it creates personalized experiences that build customer trust. Nonprofits and associations can use this data to improve donor or member interactions, offering targeted support and outreach. Agentforce can also be tailored to retrieve specific datasets, such as an individual’s support history or ongoing service case updates. Cross-Platform Flexibility and API Integration Agentforce offers flexible APIs that enable integration with third-party systems, including CMS platforms like WordPress, Drupal, and HubSpot. This flexibility ensures that AI-powered chatbots can be deployed on organizational websites, providing a seamless experience for customers, donors, and members alike. Whether it’s a nonprofit using Drupal or a business on WordPress, Agentforce acts as the central hub for support and engagement, offering fluid interactions on top of your CMS. HubSpot users can further leverage Agentforce’s marketing features to align lead generation with personalized, chat-based interactions. Use Cases for Agentforce in Nonprofits, National Associations, and Businesses Nonprofit Organizations For nonprofits managing donor, volunteer, and beneficiary relationships, Agentforce offers scalable, automated support: National Associations National associations can use Agentforce to handle high volumes of inquiries from members and professionals: Businesses For service-based enterprises, Agentforce is essential for customer service: Salesforce Agentforce and CMS Integration: WordPress, Drupal, and HubSpot WordPress and Salesforce Agentforce Integration For WordPress users, Agentforce offers customizable chatbot widgets that enhance customer engagement, handle ecommerce inquiries, and integrate with WooCommerce for product support. Drupal and Agentforce Integration Drupal’s modular architecture allows Agentforce to automate membership management, provide multilingual support, and distribute content for nonprofits and associations. HubSpot and Agentforce Integration HubSpot users benefit from Agentforce’s ability to automate lead nurturing, sales and marketing workflows, and customer support, all while keeping HubSpot and Salesforce CRM data synchronized. Tectonic and Salesforce Agentforce Integration At Tectonic, we understand that adopting AI-powered solutions like Salesforce Agentforce is only the first step toward delivering exceptional customer experiences. We specialize in crafting, training, and implementing tailored AI chatbot solutions that enhance engagement, streamline processes, and drive growth, all while seamlessly integrating with your current website or mobile app. As a full-service digital strategy firm, Tectonic excels in integrating advanced tools like Salesforce Agentforce into platforms like WordPress, Drupal, and HubSpot, ensuring your automation strategies are executed with precision. From custom chatbot implementations to comprehensive digital strategy services, our team is dedicated to optimizing your website for engagement and lead generation. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
October 7, 2024in Agentforce Platform, AI Tools, Data, Enterprise, Salesforce, Salesforce Service Cloud
AI All Grown Up
07Oct

AI All Grown Up

If you thought Salesforce had fully embraced AI, think again. The company has much more in store. AI All Grown Up and Salesforce is the educator! Alongside the announcement of the new Agentforce platform, Salesforce has teased plans to offer free premium instructor-led courses and AI certifications throughout 2025, reflecting a bold commitment to fostering AI skills and expertise. We’ve talked quite a bit over the last year about the need for AI education, and lo and behold here comes Salesforce to the rescue! AI All Grown Up Ah, they grow up so fast. Once just a baby cradeled in our arms with endless possibilities and potential. It was just like a year or so ago we heard of ChatGPT. Prior to that most people’s main exposure to artificial intelligence was their smart phones, which today we realize weren’t reall that smart. Generative, predictive and agentic AI have barreled down the pipeline increasing our vocabulary, and understanding, of what artificial intelligence can do. From generative content to sounds and images, AI continued to amaze us. Then predictive AI did our calculations faster than we could have imagined. Then agentic AI did nearly everything imaginable. AI All Grown Up. Like a very proud mentor of the process, I want to talk about Salesforce’s major contribution. Addressing the AI Skills Gap: Salesforce’s $50 Million Investment As the veritable plethora of AI tools rapidly expands, Salesforce is taking proactive steps to address the growing AI skills gap by investing $50 million into workforce upskilling initiatives. The company aims to ensure that businesses and individuals are prepared to utilize their new wave of AI tools effectively. While the full details have yet to be released, Salesforce has revealed that its premium AI courses and certifications will be made available for free via Trailhead by the end of 2025. This could mean certifications such as AI Associate and AI Specialist, which currently cost $75 and $200 respectively, may soon be offered at no cost. Gratis. Free, Salesforce has also mentioned “premium instructor-led training,” sparking speculation that AI-focused, instructor-led Trailhead Academy courses could become accessible to everyone in the Salesforce ecosystem. Expanding AI Education with Global AI Centers Salesforce’s AI upskilling push is part of a broader initiative to establish “AI Centers” across the globe. Following the opening of its first center in London in June, Salesforce is planning to launch additional AI hubs in cities like Chicago, Tokyo, Sydney, and even a pop-up center in San Francisco. These centers will host in-person premium courses and serve as gathering spaces for industry experts, partners, and customers. This initiative benefits not only the Salesforce ecosystem by increasing AI knowledge where expertise is scarce, but also aligns with Salesforce’s strategy of bringing AI-driven solutions to market through new products like Copilot Studio, Data Cloud, and the newly launched Agentforce platform. Agentforce: Salesforce’s Third Wave of AI On August 28, 2024, Salesforce introduced Agentforce, a suite of autonomous AI agents that marks a significant leap in how businesses engage with customers. Described as the “Third Wave of AI,” Agentforce goes beyond traditional chatbots, providing intelligent agents capable of driving customer success with minimal human intervention. What is Agentforce? Agentforce is a comprehensive platform designed for organizations to build, customize, and deploy autonomous AI agents across various business functions, such as customer service, sales, marketing, and commerce. These agents operate independently, accessing data, crafting action plans, and executing tasks without needing constant human oversight. It is like Artificial Intelligence just graduated highschool and is off to a world of new adventures and growth opportunities at college or university! Key Features of Agentforce: The Technology Behind Agentforce At the core of Agentforce is the Atlas Reasoning Engine, a system designed to mimic human reasoning. Here’s how it works: Customization Tools: Agent Builder Agentforce provides tools like Agent Builder, a low-code platform for customizing out-of-the-box agents or creating new ones for specific business needs. With this tool, users can: The Agentforce Partner Network Salesforce’s partner ecosystem plays a key role in Agentforce’s versatility, with contributions from companies like AWS, Google, IBM, and Workday. Together, they’ve developed over 20 agent actions available through the Salesforce AppExchange. As proud parents we watch our Artificial Intelligence child venture into the world making friends along the way. Learning social skills. Benefits and Impact of Agentforce Early Adopters and Success Stories Several companies are already benefiting from Agentforce: Availability and Pricing of Salesforce’s AI All Grown Up Agentforce for Service and Sales will be generally available on October 25, 2024, with some components of the Atlas Reasoning Engine launching in February 2025. Pricing starts at $2 per conversation, with volume discounts available. The Future of AI and Work Salesforce’s ambitious vision is to empower one billion AI agents with Agentforce by the end of 2025. This reflects their belief that the future of work will involve a hybrid workforce, where humans and AI agents collaborate to drive customer success. AI All Grown Up and We Couldn’t Be Prouder Our amazing AI child has graduated college and ventured out into the workforce. Agentforce vs. Einstein Bots: What’s the Difference? Conclusion Agentforce represents a major leap forward in AI-powered customer engagement. By providing autonomous, intelligent agents capable of managing complex tasks, Salesforce is positioning itself at the forefront of AI innovation. As businesses continue to explore ways to improve efficiency and customer satisfaction, Agentforce could redefine how organizations interact with customers and streamline their operations. If this is the Third Wave of AI, what will the fourth wave bring? Written by Tectonic’s Solutions Architect, Shannan Hearne Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business

Read More
October 7, 2024in Agentforce Platform, AI Tools, Data, Google, Mulesoft, Salesforce, Technology
Generative AI and Patient Engagement
07Oct

Generative AI and Patient Engagement

The healthcare industry is undergoing a significant digital transformation, with generative AI and chatbots playing a prominent role in various patient engagement applications. Technologies such as online symptom checkers, appointment scheduling, patient navigation tools, medical search engines, and patient portal messaging are prime examples of how AI is enhancing patient-facing interactions. These advancements aim to alleviate staff workload while improving the overall patient experience, according to industry experts. However, even these patient-centric applications face challenges, such as the risk of generating medical misinformation or biased outcomes. As healthcare professionals explore the potential of generative AI and chatbots, they must also implement safeguards to prevent the spread of false information and mitigate disparities in care. Online Symptom Checkers Online symptom checkers allow patients to input their symptoms and receive a list of potential diagnoses, helping them decide the appropriate level of care, whether it’s urgent care or self-care at home. These tools hold promise for improving patient experiences and operational efficiency, reducing unnecessary healthcare visits. For healthcare providers, they help triage patients, ensuring those who need critical care receive it. However, the effectiveness of online symptom checkers is mixed. A 2022 literature review revealed that diagnostic accuracy ranged between 19% and 37.9%, while triage accuracy was higher, between 48.9% and 90%. Patient reception to these tools has been lukewarm as well, with some expressing dissatisfaction with the COVID-19 symptom checkers during the pandemic, mainly when the tools did not emulate human interaction. Moreover, studies have indicated that these tools might exacerbate health inequities, as users tend to be younger, female, and more digitally literate. To mitigate this, developers must ensure that chatbots can communicate in multiple languages, replicate human interactions, and escalate to human providers when needed. Self-Scheduling and Patient Navigation Generative AI and conversational AI have shown promise in addressing lower-level patient inquiries, such as appointment scheduling and navigation, reducing the strain on healthcare staff. AI-driven scheduling systems help fill gaps in navigation by assisting patients with appointment bookings and answering logistical questions, like parking or directions. A December 2023 review noted that AI-optimized patient scheduling reduces provider time burdens and improves patient satisfaction. However, barriers such as health equity, access to broadband, and patient trust must be addressed to ensure effective implementation. While organizations need to ensure these systems are accessible to all, AI is a valuable tool for managing routine patient requests, freeing staff to focus on more complex issues. Online Medical Research AI tools like ChatGPT are expanding on the “Dr. Google” phenomenon, offering patients a way to search for medical information. Despite initial concerns from clinicians about online medical searches, recent studies show that generative AI tools can provide accurate and understandable information. For instance, ChatGPT accurately answered breast cancer screening questions 88% of the time in one 2023 study and offered adequate colonoscopy preparation information in another. However, patients remain cautious about AI-generated medical advice. A 2023 survey revealed that nearly half of respondents were concerned about potential misinformation, and many were unsure about the sources AI tools use. Addressing these concerns by validating source material and providing supplementary educational resources will be crucial for building patient trust. Patient Portal Messaging and Provider Communication Generative AI is also finding its place in patient portal messaging, where it can generate responses to patient inquiries, helping to alleviate clinician burnout. In a 2024 study, AI-generated responses within a patient portal were often indistinguishable from those written by clinicians, requiring human editing in only 58% of cases. While chatbot-generated messages have been found to be more empathetic than those written by overworked providers, it’s important to ensure AI-generated responses are always reviewed by healthcare professionals to catch any potential errors. In addition to patient engagement, generative AI is being used in clinical decision support and ambient documentation, showcasing its potential to improve healthcare efficiency. However, developers and healthcare organizations must remain vigilant about preventing algorithmic bias and other AI-related risks. 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
October 7, 2024in AI Tools, Generative AI, Google, Google Analytics, Salesforce Development Services, Salesforce Health and Life Sciences Solutions, Salesforce Implementation Services, Salesforce Optimization, Technology
Promising Patient Engagement Use Cases for GenAI and Chatbots
06Oct

Promising Patient Engagement Use Cases for GenAI and Chatbots

Promising Patient Engagement Use Cases for GenAI and Chatbots Generative AI (GenAI) is showing great potential in enhancing patient engagement by easing the burden on healthcare staff and clinicians while streamlining the overall patient experience. As healthcare undergoes its digital transformation, various patient engagement applications for GenAI and chatbots are emerging as promising tools. Let’s look at Promising Patient Engagement Use Cases for GenAI and Chatbots. Key applications of GenAI and patient-facing chatbots include online symptom checkers, appointment scheduling, patient navigation, medical search engines, and even patient portal messaging. These technologies aim to alleviate staff workloads while improving the patient journey, according to some experts. However, patient-facing AI applications are not without challenges, such as the risk of generating medical misinformation or exacerbating healthcare disparities through biased algorithms. As healthcare professionals explore the potential of GenAI and chatbots for patient engagement, they must also ensure safeguards are in place to prevent the spread of inaccuracies and avoid creating health inequities. Online Symptom Checkers Online symptom checkers allow healthcare organizations to assess patients’ medical concerns without requiring an in-person visit. Patients can input their symptoms, and the AI-powered chatbot will generate a list of possible diagnoses, helping them decide whether to seek urgent care, visit the emergency department, or manage symptoms at home. These tools promise to improve both patient experience and operational efficiency by directing patients to the right care setting, thus reducing unnecessary visits. For healthcare providers, symptom checkers can help triage patients and ensure high-acuity areas are available for those needing critical care. Despite their potential, studies show mixed results regarding the diagnostic accuracy of online symptom checkers. A 2022 literature review found that diagnostic accuracy for these tools ranged from 19% to 37.9%. However, triage accuracy—referring patients to the correct care setting—was better, ranging between 48.9% and 90%. Patient reception to symptom checkers has also been varied. For example, during the COVID-19 pandemic, symptom checkers were designed to help patients assess whether their symptoms were virus-related. While patients appreciated the tools, they preferred chatbots that displayed human-like qualities and competence. Tools perceived as similar in quality to human interactions were favored. Furthermore, some studies indicate that online symptom checkers could deepen health inequities, as users tend to be younger, female, and more digitally literate. To mitigate this, AI developers must create chatbots that can communicate in multiple languages, mimic human interaction, and easily escalate issues to human professionals when needed. Self-Scheduling and Patient Navigation GenAI and conversational AI are proving valuable in addressing routine patient queries, like appointment scheduling and patient navigation, tasks that typically fall on healthcare staff. With a strained medical workforce, using AI for lower-level inquiries allows clinicians to focus on more complex tasks. AI-enhanced appointment scheduling systems, for example, not only help patients book visits but also answer logistical questions like parking directions or department locations within a clinic. A December 2023 literature review highlighted that AI-optimized scheduling could reduce provider workload, increase patient satisfaction, and make healthcare more patient-centered. However, key considerations for AI integration include ensuring health equity, broadband access, and patient trust. While AI can manage routine requests, healthcare organizations need to ensure their tools are accessible and functional for diverse populations. Online Medical Research GenAI tools like ChatGPT are contributing to the “Dr. Google” phenomenon, where patients search online for medical information before seeing a healthcare provider. While some clinicians have been cautious about these tools, research suggests they can effectively provide accurate medical information. For instance, an April 2023 study showed that ChatGPT answered 88% of breast cancer screening questions correctly. Another study in May 2023 demonstrated that the tool could adequately educate patients on colonoscopy preparation. In both cases, the information was presented in an easy-to-understand format, essential for improving health literacy. However, GenAI is not without flaws. Patients express concern about the reliability of AI-generated information, with a 2023 Wolters Kluwer survey showing that 49% of respondents worry about false information from GenAI. Additionally, many are uneasy about the unknown sources and validation processes behind the information. To build patient trust, AI developers must ensure the accuracy of their source material and provide supplementary authoritative resources like patient education materials. Patient Portal Messaging and Provider Communication Generative AI has also found use in patient portal messaging, where it can draft responses on behalf of healthcare providers. This feature has the potential to reduce clinician burnout by handling routine inquiries. A study conducted at Mass General Brigham in April 2024 revealed that a large language model embedded in a secure messaging tool could generate acceptable responses to patient questions. In 58% of cases, chatbot-generated messages required human editing. Promising Patient Engagement Use Cases for GenAI and Chatbots Interestingly, other research has found that AI-generated responses in patient portals are often more empathetic than those written by overworked healthcare providers. Nevertheless, AI responses should always be reviewed by a clinician to ensure accuracy before being sent to patients. Generative AI is also making strides in clinical decision support and ambient documentation, further boosting healthcare efficiency. However, as healthcare organizations adopt these technologies, they must address concerns around algorithmic bias and ensure patient safety remains a top priority. 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 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

Read More
October 6, 2024in Agentforce Platform, AI Tools, Generative AI, Google, Laws, Life Sciences Cloud, Salesforce Development Services, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud
Ethical AI Implementation
06Oct

Ethical AI Implementation

AI technologies are rapidly evolving, becoming a practical solution to support essential business operations. However, creating true business value from AI requires a well-balanced approach that considers people, processes, and technology. Ethical AI Implementation. AI encompasses various forms, including machine learning, deep learning, predictive analytics, natural language processing, computer vision, and automation. To leverage AI’s competitive advantages, companies need a strong foundation and a realistic strategy aligned with their business goals. “Artificial intelligence is multifaceted,” said John Carey, managing director at AArete, a business management consultancy. “There’s often hype and, at times, exaggeration about how ‘intelligent’ AI truly is.” Business Advantages of AI Adoption Recent advancements in generative AI, such as ChatGPT and Dall-E, have showcased AI’s significant impact on businesses. According to a McKinsey Global Survey, global AI adoption surged from around 50% over the past six years to 72% in 2024. Some key benefits of adopting AI include: Prerequisites for AI Implementation Successfully implementing AI can be complex. A detailed understanding of the following prerequisites is crucial for achieving positive results: 13 Steps for Successful AI Implementation Common AI Implementation Mistakes Organizations often stumble by: Key Challenges in Ethical AI Implementation Human-related challenges often present the biggest hurdles. To overcome them, organizations must foster data literacy and build trust among stakeholders. Additionally, challenges around data management, model governance, system integration, and intellectual property need to be addressed. Ensuring Ethical AI Implementation To ensure responsible AI use, companies should: Ethical AI implementation requires a continuous commitment to transparency, fairness, and inclusivity across all levels of the organization. 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
October 6, 2024in AI Tools, Artificial Intelligence, Data, Generative AI, Salesforce, Technology
AI Era Demands an Intelligent Data Infrastructure
05Oct

AI Era Demands an Intelligent Data Infrastructure

Why the AI Era Demands an Intelligent Data Infrastructure NetApp aims to bridge the gap between cloud-based AI models and on-premises data management systems, addressing a major challenge many organizations face as they explore emerging AI capabilities, such as generative AI. AI Era Demands an Intelligent Data Infrastructure. While the most advanced AI tools often reside in hyperscale clouds, the key data of most organizations remains on-premises. As companies move from AI experimentation to scaling their initiatives, they face the complex task of closing the divide between their data and AI. At first glance, the solution seems simple: Organizations can integrate their proprietary data with cloud-based AI services to enhance large language models (LLMs) and other AI tools, leveraging their industry-specific expertise to generate unique insights and drive value. In fact, a recent Enterprise Strategy Group (ESG) survey found that 84% of respondents believed incorporating enterprise data was critical to supporting their generative AI efforts. However, achieving this at scale is far more difficult than it appears. Many organizations are reluctant to send their valuable data to public clouds due to concerns about security, such as exposing sensitive intellectual property or personal information. Additionally, managing the process of transferring large datasets, creating data copies, updating models with fresh data, and keeping track of everything over time adds cost and complexity. Beyond these logistical issues, many organizations struggle with a fundamental challenge: poor data management. Rapid data growth, fragmentation, and a lack of understanding of their own data forces business users and data scientists to spend excessive time “data wrangling”—the process of identifying, gathering, and preparing data for AI models. This inefficiency delays training and deploying models, pushing back the point of inference, which is the key to unlocking value from AI. Increased latency also raises the risk that inferencing is based on outdated data, leading to repeated cycles and further inefficiency. This challenge has made data management a critical obstacle in AI adoption. ESG research identified poor data quality as the top challenge organizations face when implementing AI. Inadequate data is rapidly becoming a roadblock that hampers AI initiatives across industries. To address these challenges, NetApp has shifted its focus toward building an “intelligent data infrastructure” for the AI era. At the company’s Insight 2024 conference, NetApp outlined a strategy to support AI success by bridging the gap between cloud-based AI models and on-premises data environments. The company’s vision includes simplifying, automating, and mitigating risks in the data management workflow needed to scale AI in the enterprise. NetApp’s approach includes innovations like a global metadata namespace and enhancements to its OnTap software, which enable exploration, classification, and management of data across the NetApp ecosystem. These capabilities integrate directly into AI data pipelines, enabling scalable searches and retrieval-augmented generation inferencing. Additionally, NetApp’s new “disaggregated” storage architecture will support more cost-effective scaling for compute-heavy AI tasks such as model training. NetApp’s strategy also extends to the public cloud, where it already has strong partnerships with all three hyperscalers, offering NetApp services as first-party options in their clouds. The company is expanding this by developing additional cloud-native capabilities for AI, such as integrating Azure NetApp Files with Microsoft Azure AI services, FSx for NetApp OnTap with Amazon Bedrock, and Google Cloud NetApp Volumes with Google Vertex AI and BigQuery. These integrations will allow organizations to securely enrich public cloud-based AI models with their on-premises data, creating a scalable and secure environment for AI development. While some aspects of NetApp’s strategy will be delivered over the next year, many cloud integrations will be available sooner. NetApp is also building a partner ecosystem, including hardware partners like Lenovo and Nvidia, software ISVs, and service providers like Domino Data Labs, in addition to its cloud alliances. With this vision for intelligent data infrastructure, NetApp is positioning itself as a key enabler of AI-driven innovation, and it will be intriguing to watch how this strategy unfolds in the coming months. 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
October 5, 2024in AI Tools, Data, Enterprise, Generative AI, Google
Agentforce Unveiled
03Oct

Agentforce Unveiled

Salesforce Unveils ‘Agentforce’ to Empower a Billion AI Agents by 2025 Salesforce has introduced Agentforce, a revolutionary suite of autonomous AI agents aimed at transforming service, sales, marketing, and commerce sectors. With Agentforce, companies can rapidly scale their operations, boost efficiency, and elevate customer satisfaction by leveraging intelligent agents that handle routine tasks and complex workflows. The Agentforce Atlas Reasoning Engine powers these agents, autonomously analyzing data, making decisions, and completing tasks. This engine enables organizations to easily build, customize, and deploy their own agents using intuitive low-code tools. In addition, the Agentforce Partner Network allows customers to integrate pre-built agents from industry leaders like AWS, Google, IBM, and Workday, offering even more flexibility. Real-world impact Companies like OpenTable, Saks, and Wiley are already deploying Agentforce within their existing systems to enhance workforce capabilities and scale operations. Agentforce works autonomously, retrieving the right data on demand, building action plans, and executing them without human intervention. However, when needed, it can seamlessly hand off tasks to human employees, providing an overview of interactions, customer details, and suggested next steps. For example, Wiley has reported a 40% increase in case resolution after implementing Agentforce to handle routine inquiries. During busy seasons, like back-to-school, Agentforce has helped Wiley streamline operations, freeing up employees to handle more complex cases. Saks is also leveraging Agentforce to elevate its personalized customer experiences, empowering employees with real-time insights to deliver exceptional service. A new era of AI-driven customer success Salesforce CEO Marc Benioff is confident that Agentforce represents the third wave of AI, surpassing traditional chatbots and copilots with its fully autonomous capabilities. “Agentforce is a revolutionary and trusted solution that seamlessly integrates AI across every workflow, embedding itself deeply into the heart of the customer journey. This means anticipating needs, strengthening relationships, driving growth, and taking proactive action at every touchpoint,” Benioff said. Unlike its predecessors, Agentforce operates independently, adapting to changing conditions using real-time data. Whether responding to a customer service inquiry, qualifying sales leads, or optimizing marketing campaigns, Agentforce makes timely, relevant decisions based on an organization’s custom settings. When more human oversight is required, the platform provides detailed summaries and recommendations to assist employees in making informed decisions. Agentforce’s scalability and future Salesforce’s ambitious goal is to empower one billion AI agents by the end of 2025. This bold vision stems from the understanding that 41% of employee time is often spent on repetitive, low-impact work, according to the Salesforce Trends in AI Report. By automating these tasks, Agentforce allows employees to focus on more strategic, high-value initiatives, creating a hybrid workforce that is more effective and adaptable. Benioff noted, “While others require you to DIY your AI, Agentforce offers a fully tailored, enterprise-ready platform designed for immediate impact and scalability. Our vision is bold, and this is what AI is meant to be.” As businesses worldwide continue to explore AI’s potential, Agentforce positions Salesforce as a leader in the next wave of AI innovation, where autonomous agents enhance every facet of business operations. With over 1,000 agents already active, the future of work is a dynamic blend of human expertise and AI-powered agents, enabling organizations to thrive in an increasingly competitive landscape. 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
October 3, 2024in Einstein 1 Platform, Salesforce Einstein, Salesforce Optimization

Challenges of EHR Implementation in Healthcare

Challenges of EHR Implementation and How to Overcome Them Implementing an electronic health record (EHR) system is a monumental task, with complexities that require careful planning and execution. Common challenges—such as resistance to change, data migration hurdles, cost overruns, cybersecurity risks, and patient engagement issues—can impede progress. However, understanding these obstacles and applying targeted strategies can pave the way for a smooth transition. 1. Resistance to Change The adoption of a new EHR system affects nearly every workflow in a healthcare organization, often sparking resistance among staff. Fear of change and attachment to familiar processes can hinder implementation. Solution: 2. Data Migration Issues Accurate migration of patient health records is critical, yet transitioning data between systems often presents technical and logistical challenges. Solution: 3. Cost Overruns EHR implementation costs can quickly escalate, extending beyond software and hardware expenses to include consulting fees, training, and operational adjustments. Solution: 4. Heightened Cybersecurity Risks Transitioning sensitive patient data between EHR systems increases vulnerability to breaches, ransomware, and other cybersecurity threats. Solution: 5. Patient Engagement Challenges Patients are often overlooked during EHR transitions, leading to confusion about changes in medication requests, appointment scheduling, and other interactions. Solution: Conclusion EHR implementation is undoubtedly challenging, but with proactive strategies, healthcare organizations can navigate these complexities effectively. By addressing resistance to change, ensuring seamless data migration, managing costs, bolstering cybersecurity, and engaging patients, organizations can achieve a successful EHR transition that enhances workflows, safeguards data, and improves patient outcomes. 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
October 3, 2024in Data, Life Sciences Cloud, Salesforce, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud
Paradigm Shifts That Changed Marketing
03Oct

Marc Benioff Interviewed

Salesforce, now one of the most influential companies in tech history, was founded by Marc Benioff after his successful tenure at Oracle. Having witnessed the potential of the internet, Benioff realized it would usher in a new era for delivering enterprise software through the cloud. However, this new approach demanded a complete overhaul of traditional business models, marketing strategies, and software development practices. Salesforce would embody this transformation, evolving over the decades into a platform supporting a diverse array of enterprise applications. Today, Salesforce’s flagship initiative is Agentforce, a pioneering wave of AI agents built on the Salesforce platform. This initiative, which I covered in detail earlier this month, exemplifies Benioff’s forward-thinking vision for AI. He passionately argues that Salesforce is well-positioned to lead in this space, and his insights on AI and its potential are as compelling as they are thought-provoking. Before diving into Agentforce and Benioff’s views on AI, it’s important to explore his early life and the founding of Salesforce. Benioff’s path to becoming the CEO of one of the most powerful software companies in the world was shaped by an early interest in technology. His first foray into software development was creating an app called “How to Juggle,” which he sold for to CLOAD Magazine in Goleta, California. This early success marked the beginning of a long career in tech. Benioff went on to establish an Atari game company called Liberty Software and later wrote assembly code for the Mac as part of an internship. Despite his success as a software developer, he transitioned to a leadership role after realizing his interest in the broader business of technology. He credits his time at Oracle, where he learned the intricacies of sales, marketing, and customer communication, as critical to shaping his vision for Salesforce. Oracle, during Larry Ellison’s prime, was an ideal place to hone these business skills, which Benioff would later apply to revolutionize the enterprise software space. With this foundation, Benioff founded Salesforce, a company that has fundamentally changed the way businesses engage with technology. The company’s success lies not just in its cloud-based software, but in its ongoing evolution to address new challenges, including the AI-powered Agentforce initiative, which stands at the forefront of Salesforce’s future growth. Benioff’s journey, from a young programmer to the CEO of a global tech giant, is a testament to his visionary approach and adaptability in an ever-changing tech landscape. Marc Benioff’s early entrepreneurial instincts were evident even before he fully embraced the title of entrepreneur. From a young age, he knew he wanted to build something of his own, though he hadn’t yet honed the full set of skills needed to succeed in business. He had a knack for technology, excelling as a programmer working in assembly code, but his mentors, including university professors and colleagues at Apple, recognized that being an entrepreneur required more than just technical ability. They encouraged him to develop his sales, marketing, and business acumen. His early exposure to these lessons was pivotal in shaping his future trajectory. Benioff’s transition from a programmer to a business leader began when he sought advice from Bill Jost at Apple, who connected him with Gary Gibson, an Oracle executive. After a memorable and unexpected interview, Benioff joined Oracle, starting with a role answering calls at the company’s 800-number. He quickly moved into sales and marketing, eventually working directly with Larry Ellison, who would become a significant mentor over the next 13 years. Benioff’s success at Oracle set the stage for his eventual departure to start Salesforce in 1999. In the mid-1990s, while at Oracle, Benioff had an epiphany while using a web browser. The internet was transforming how software could be delivered, and Benioff saw the potential for a new business model based on cloud computing. At this time, Oracle was focused on the network computer—a vision Benioff did not fully share. After discussing his ideas with Larry Ellison and taking some time off for reflection and research, Benioff recognized that the world was on the cusp of a major shift in technology. He felt compelled to create something new that would leverage the internet, offering software over the web through a subscription model. During his time off, Benioff traveled to Hawaii, reflecting on the future of the tech industry and contemplating ideas. He also experimented with domain names, purchasing You.com and later gifting it to a friend who turned it into a search and AI company. Benioff returned to Larry Ellison to share his vision of a cloud-based business model and later found inspiration from spiritual gurus during a trip to India, who reminded him that success in business should also be grounded in positive values. Benioff’s experience led to the founding of Salesforce with its revolutionary 1-1-1 Model—dedicating 1% of equity, profit, and employee time to philanthropy. Salesforce also embraced emerging technologies such as social, mobile, and AI, and created a new business model through subscription-based services. This combination of technological innovation and a strong sense of social responsibility has set Salesforce apart, attracting both admiration and emulation from other companies. Benioff’s Career Benioff’s career is a testament to the power of surrounding oneself with great people, continuing to learn, and having a clear vision. His leadership at Salesforce has been guided by values he believes are crucial to the company’s success and its ability to make a positive impact on the world. His insights on the Innovator’s Dilemma, a concept popularized by Clayton Christensen, highlight the challenges companies face as they evolve with changing technologies. While Salesforce’s core principles remain intact, the company has continued to adapt to new technology paradigms, ensuring it remains at the forefront of innovation in the software industry. Marc Benioff (MB) recently shared his excitement about the future of AI and its potential to revolutionize business and technology. He explained that, from a business perspective, this is the most thrilling moment in his career. AI, according to him, will transform how enterprises operate, making them more cost-efficient,

Read More
October 3, 2024in Agentforce Platform, Data, Enterprise, Google, Hyperforce, Salesforce, Salesforce Data Cloud, Snowflake, Technology
Anthropic’s New Approach to RAG
02Oct

Anthropic’s New Approach to RAG

advanced RAG methodology demonstrates how AI can overcome traditional challenges, delivering more precise, context-aware responses while maintaining efficiency and scalability.

Read More
October 2, 2024in Data

CriticalRiver Showcases Salesforce Studio at Dreamforce 2024

CriticalRiver Showcases Salesforce Studio at Dreamforce 2024 PLEASANTON, CA, September 16, 2024 /EINPresswire.com/ — At Dreamforce 2024, CriticalRiver’s Salesforce Studio will highlight its expertise in utilizing Salesforce’s powerful tools to drive seamless digital transformations and enhance customer experiences. With Salesforce technologies at the core, CriticalRiver’s Salesforce Studio has enabled organizations to achieve sustainable growth while navigating the complexities of the digital era. “Dreamforce 2024 offers an excellent opportunity to showcase our longstanding partnership with Salesforce,” said Anji Maram, Founder and CEO of CriticalRiver Inc. As part of this partnership, CriticalRiver continues to develop cutting-edge solutions that boost business outcomes for its global clients. “Our Salesforce Studio has empowered our customers worldwide to implement state-of-the-art designs and solutions, helping them evolve and elevate their customer experiences,” added Vikram Lahiri, Global Salesforce Studio Leader. In addition to sharing success stories, the Salesforce Studio Growth & Leadership team will be available for in-depth discussions on emerging trends within the Salesforce ecosystem. Topics will cover the role of AI and automation in customer relationship management, as well as strategies for optimizing Salesforce investments. Join Us in Celebrating Success Trailblazers are invited to an exclusive social hour hosted by CriticalRiver on Tuesday, September 17, 2024, starting at 5 PM. For more information, please visit our website. About CriticalRiver Inc. CriticalRiver Inc. is a global leader in consulting and technology services, transforming businesses with innovative solutions that address complex challenges. Serving top enterprises, including Fortune 100 and 500 companies, CriticalRiver specializes in Digital Transformation, Digital Experience Management, Digital Engagement, and Digital Engineering. Our mission is to simplify, automate, and enhance operations for scalable growth. Recently, CriticalRiver became a 100% employee-owned company, reinforcing its dedication to customer-centricity, employee empowerment, and shared success. For more information about CriticalRiver’s participation at Dreamforce 2024 or to schedule an interview with our leadership team, please contact: [email protected]. Contact: Reet Sibia GwariCriticalRiver Inc.+1 844-228-5319 Legal Disclaimer:EIN Presswire provides this content “as is” without any warranties. We do not assume responsibility for the accuracy, completeness, or reliability of the information. If you have concerns regarding this article, please contact the author directly. 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
October 2, 2024in Enterprise, Salesforce, Technology
Spotlight on Agentforce
02Oct

Spotlight on Agentforce

Agentforce stole the spotlight at Dreamforce, but it’s not just about replacing human workers. Equally significant for Service Cloud was the focus on how AI can be leveraged to make agents, dispatchers, and field service technicians more productive and proactive. During the Dreamforce Service Cloud keynote, GM Kishan Chetan emphasized the dramatic shift over the past year, with AI moving from theoretical to practical applications. He challenged customer service leaders to embrace AI agents, highlighting that AI-driven solutions can transform customer service from delivering “good” benefits to achieving exponential growth. He noted that AI agents are capable of handling common customer requests like tech support, scheduling, and general inquiries, as well as more complex tasks such as de-escalation, billing inquiries, and even cross-selling and upselling. In practice, research by Valoir shows that most Service Cloud customers are still in the early stages of AI adoption, particularly with generative AI. While progress has accelerated recently, most companies are only seeing incremental gains in individual productivity rather than the exponential improvements highlighted at Dreamforce. To achieve those higher-level returns, customers must move beyond simple automation and summarization to AI-driven transformation, powered by Agentforce. Chetan and his team outlined four key steps to make this transition. Deploy AI agents across channelsAgentforce Service Agent is more than a chatbot—it’s an autonomous AI agent capable of handling both simple and complex requests, understanding text, video, and audio. Customers were invited to build their own Service Agents during Dreamforce, and many took up the challenge. Service-related agents are a natural fit, as research shows Service Cloud customers are generally more prepared for AI adoption due to the volume and quality of customer data available in their CRM systems. Turn insights into actionLaunching in October 2024, Customer Experience Intelligence provides an omnichannel supervisor Wall Board that allows supervisors to monitor conversations in real time, complete with sentiment scores and organized metrics by topics and regions. Supervisors can then instruct Service Agent to dive into root causes, suggest proactive messaging, or even offer discounts. This development represents the next stage of Service Intelligence, combining Data Cloud, Tableau, and Einstein Conversation Mining to give supervisors real-time insights. It mirrors capabilities offered by traditional contact center vendors like Verint, which also blend interaction, sentiment, and other data in real time—highlighting the convergence of contact centers and Service Cloud service operations. Empower teams to become trusted advisorsSalesforce continues to navigate the delicate balance between digital and human agents, especially within Service Cloud. The key lies in the intelligent handoff of customer data when escalating from a digital agent to a human agent. Service Planner guides agents step-by-step through issue resolution, powered by Unified Knowledge. The demo also showcased how Service Agent can merge Commerce and Service by suggesting agents offer complimentary items from a customer’s shopping cart. Enable field teams to be proactiveSalesforce also announced improvements in field service, designed to help dispatchers and field service agents operate more proactively and efficiently. Agentforce for Dispatchers enhances the ability to address urgent appointments quickly. Asset Service Prediction leverages AI to forecast asset failures and upcoming service needs, while AI-generated prework briefs provide field techs with asset health scores and critical information before they arrive on site. Setting a clear roadmap for adopting Agentforce across these four areas is an essential step toward helping customers realize more than just incremental gains in their service operations. Equally important will be helping customers develop a data strategy that harnesses the power of Data Cloud and Salesforce’s partner ecosystem, enabling a truly data-driven service experience. Investments in capabilities like My Service Journeys will also be critical in guiding customers through the process of identifying which AI features will deliver the greatest returns for their specific needs. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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
October 2, 2024in Agentforce Platform, Data, Generative AI, Salesforce, Unified Knowledge
Marketing Cloud Enhancements 2024
01Oct

Marketing Cloud Enhancements 2024

Salesforce has introduced several important feature enhancements over the past year, enhancing the capabilities of Marketing Cloud and other tools. Marketing Cloud Enhancements 2024. Here’s an overview of the most impactful updates: Generative AI for Marketing Cloud Generative AI can now be integrated into Marketing Cloud to create brand-specific content that resonates with your audience. This technology allows businesses to project their unique voice and style while reducing the time spent on content creation. Using Einstein generative AI, you can craft subject lines and body copy directly within Einstein Copy Insights and Content Builder. In Copy Insights, you can test, copy, and download AI-generated content, while Content Builder enables seamless content creation for marketing messages. You can also leverage the Typeface integration to generate on-brand images alongside the text, further enhancing your content strategy. Salesforce’s Einstein Trust Layer ensures data privacy and security, preventing potential data breaches while using generative AI features, providing a safer alternative to external AI platforms. Enabling Einstein Generative AI To get started with Einstein generative AI, enable both Einstein Copy Insights and the generative AI features in Marketing Cloud Setup. You can customize content based on your organization’s brand identity by using Brand Center to define personalities like “Professional” or “Casual” or create up to 10 custom personalities. This allows you to ensure all AI-generated content aligns with your brand’s voice. Crafting Subject Lines and Body Copy With Einstein generative AI, you can quickly generate and test up to five subject line or body copy options for a given message. The system allows you to test, copy, and download selected options while ensuring content is protected from bias and privacy risks via the Einstein Trust Layer. Additionally, the AI-generated content is never stored, safeguarding sensitive data. Typeface Content Block for Image Creation Create visually engaging and on-brand content using the Typeface Content Block in Content Builder. The AI-powered image editor allows for quick adjustments, like adding text or swapping backgrounds, without the need for advanced design tools. You can generate creative variations for targeted campaigns and optimize performance through multivariate testing. Error Messaging for CloudPages Custom Domains Marketers can now customize error messages for CloudPages custom domains. These friendly error messages can guide customers when they encounter issues such as wrong URLs or unpublished pages. Content Recovery in Content Builder Content management is now more efficient, with the ability to restore deleted items from the Recycle Bin in Content Builder. This feature, accessible to users with delete permissions, ensures smoother content recovery processes without needing support intervention. Journey Builder Performance Optimization The new System Optimization Dashboard helps you monitor journey performance and identify inefficiencies. With real-time data, you can pinpoint issues that affect processing speed and implement recommendations for optimizing journeys. Recent Journey Builder Enhancements Several updates in Journey Builder boost productivity: Data Management Updates in Contact Builder Improvements in Contact Builder include the ability to restore deleted data extensions within 30 days and two new dashboard columns for better data retention insights. The row limit for data retention has also been increased to 500 million, offering greater scalability. Accurate Distinct Contact Counts Salesforce has improved the accuracy of Total Distinct Contact counts in Marketing Cloud. This update ensures duplicate contact records across different data sources are automatically deduplicated, providing a more accurate count of unique contacts. Marketing Cloud Enhancements 2024 These feature enhancements are designed to help businesses work more efficiently while delivering more personalized and secure 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
October 1, 2024in Data, Generative AI, Salesforce, Salesforce Marketing Cloud, Technology
Data Governance in Salesforce
01Oct

Data Governance in Salesforce

Use Case Highlights Introduction Salesforce is a powerful platform for building strong customer relationships. However, to maximize the value of your data, a strategic approach is essential. Unmanaged data can lead to inconsistencies, security vulnerabilities, and compliance issues, making it difficult to rely on Salesforce data for strategic decision-making. This data governance insight looks into data governance for Salesforce and highlights top tools that integrate seamlessly with the platform. While these tools are not exclusively built for Salesforce, they offer powerful features that enhance the accuracy, security, and regulatory compliance of your data. Implementing a data governance strategy with the right tools unlocks the hidden potential of your Salesforce data. Imagine making decisions based on reliable information, streamlining workflows, and maximizing data value—all possible with clean, trustworthy data at your fingertips. Disclaimer: The specific third-party security solutions mentioned in this insight are for informational purposes only and do not constitute endorsements by Tectonic. 6 Data Governance Tools for Salesforce Users Understanding the Importance of Data Governance in Salesforce Salesforce, a cornerstone for managing customer relationships, thrives on a rich data repository. However, unmanaged data growth can lead to inconsistencies, security vulnerabilities, and compliance hurdles, hindering the data’s potential to drive strategic decisions. Data governance goes beyond data management. It establishes principles and practices to ensure your Salesforce data is: Why is data governance crucial for Salesforce? Data governance transforms data from a potential liability into a strategic asset, driving informed decisions, fostering trust, and empowering your organization to achieve its goals. Key Challenges in Salesforce Data Governance Implementing robust data governance within Salesforce presents challenges: Evaluating Data Governance Tools for Salesforce Choosing the right data governance tool for Salesforce requires careful evaluation: Comparing Top Data Governance Solutions for Salesforce When comparing top data governance solutions, assess factors like features, pricing, scalability, and customer reviews. A comparison table can offer a quick overview of key features and differences between solutions. Product Key Features Pricing Collibra Centralized platform, business glossary management, data lineage tracking, access controls Starting at $170,000/year Dataedo Collaborative data catalog, data documentation, quality rules, improved data literacy Starting at $18,000/year Alation Data discovery and intelligence platform, searchable data catalog, business terms & data lineage Starting at $60,000/year OneTrust Data Governance AI-driven discovery & classification, integrated catalog, governance policy management Contact for pricing Talend Data Fabric Data quality checks, automated metadata management, data inventory & Trust Score, stewardship workflows Starting at $12,000/year Informatica Axon AI-powered discovery & quality assessment, stewardship communication, curated marketplaces, common dictionary Contact for pricing Data Governance in Salesforce This table provides a snapshot of key features and pricing, helping organizations make informed decisions based on their needs and budget. Reach out to Tectonic if you need assistance. Tectonic’s Remarks This insight has provided the knowledge to harness the true potential of your Salesforce data. Data governance is no longer a distant concept but a powerful practice that every organization must embrace. Success lies in selecting the right data governance solution. Consider your specific needs—whether it’s robust data lineage tracking offered by tools like Collibra and Talend, user-friendly interfaces from Dataedo and Alation, or cost-effectiveness. Several tools explored in this insight also offer strong security features to safeguard your customer data. Tools like Informatica Axon can assist with data discovery and quality assessment, empowering data stewards. By embracing data governance and leveraging the right tools, you can transform Salesforce data from a raw resource into a strategic asset. This newfound data clarity fuels informed decision-making, fosters customer trust, and drives your organization toward achieving its goals. 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
October 1, 2024in Data, Enterprise, Salesforce

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

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