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Workday and Salesforce Unveil New AI Employee Service Agent

Workday and Salesforce Unveil New AI Employee Service Agent

In a Wednesday interview with CNBC’s Jim Cramer, the CEOs of Salesforce and Workday, Marc Benioff and Carl Eschenbach, announced their companies’ new partnership to develop an artificial intelligence assistant. Workday and Salesforce Unveil New AI Employee Service Agent. This collaboration aims to enhance onboarding, human resources, and other business processes. Salesforce Chair and CEO Marc Benioff and Workday CEO Carl Eschenbach join ‘Mad Money’ host Jim Cramer to talk their AI partnership. Both CEOs emphasized that the strength of their partnership lies in the integration of their extensive data sets. Benioff stated, “AI is all about data, and having access to extensive data enables us to deliver exceptional AI capabilities. This partnership exemplifies two companies coming together to ensure our customers have the data they need to realize the full potential of artificial intelligence.” Partnership will deliver a personalized, AI-powered assistant for employee service use cases such as onboarding, health benefits, and career development within Salesforce and Workday The two companies will establish a common data foundation that unifies HR and financial data from Workday with CRM data from Salesforce, enabling AI-powered use cases that boost productivity, lower costs, and improve the employee experience Workday will be natively integrated inside of Slack with deeper automation, so employees can seamlessly collaborate around worker, job, candidate, and similar records using AI Salesforce and Workday are both cloud-based software companies. Salesforce is renowned for its Slack application and software for sales, customer service, and marketing, while Workday specializes in human resources, recruiting, and workforce management. Eschenbach highlighted that Salesforce and Workday possess three crucial data sets in the enterprise landscape—employee data, customer data, and financial data. He added that the new initiative benefits customers by integrating services across platforms, eliminating the need to switch between different systems. “Through this partnership and our ability to share data, customers can seamlessly access our data sets whether they’re using Slack, Workday, or Salesforce,” Eschenbach said. Workday and Salesforce Unveil New AI Employee Service Agent The combination of Salesforce’s new Agentforce Platform and Einstein AI with the Workday platform and Workday AI will enable organizations to create and manage agents for a variety of employee service use cases. This AI agent will work with and elevate humans to drive employee and customer success across the business. Powered by a company’s Salesforce CRM data and Workday financial and HR data, the new AI employee service agents have a shared, trusted data foundation to communicate with employees in natural language, with human-like comprehension. As a result, taking action as part of onboarding, health benefit changes, career development, and other tasks will be easier than ever. When complex cases arise, the AI employee service agent will seamlessly transfer to the right individual for remediation, maintaining all the previous history and context for a smooth hand-off. This unique approach of humans and AI seamlessly working together will result in greater productivity, efficiency, and better experiences for employees. This is only possible by having the data, AI models, and apps deeply integrated. “The AI opportunity for every company lies in augmenting their employees and delivering incredible customer experiences. That’s why we’re so excited about our new Agentforce platform which enables humans and AI to drive customer success together, and this new partnership with Workday, to jointly build an employee service agent. Together we’ll help businesses create amazing experiences powered by generative and autonomous AI, so every employee can get answers, learn new skills, solve problems, and take action quickly and efficiently.” Marc Benioff, Chair and CEO, Salesforce Benefits to Employees Employees can now receive instant support through natural language conversations with their AI employee service agent, whether they are working in Salesforce, Slack, or Workday. This AI-driven assistant provides contextual help by understanding requests, accessing relevant information from integrated Workday-Salesforce data sources, and automating resolutions across platforms. Sal Companieh, Chief Digital and Information Officer at Cushman & Wakefield, commented, “As a leading global commercial real estate services firm, we prioritize employee support and engagement, which directly impacts client service. The ability to streamline workflows across Workday and Salesforce and deliver more personalized AI-powered employee experiences will be transformative for us.” Benefits to Employers By integrating HR, financial, and operational data into advanced AI models, Salesforce and Workday enhance workforce capabilities beyond individual productivity, fostering overall workforce intelligence, optimization, and resilience: Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Zendesk Launches AI Agent Builder

Scaling Your Salesforce Team with Staff Augmentation

As the demand for Salesforce experts continues to grow, businesses face challenges such as long hiring cycles, high recruitment costs, and skill shortages. These make it difficult to build a high-performing Salesforce team. However, there’s a smarter way to access top talent without the complexities of permanent hiring. The Power of Staff Augmentation Rather than relying on traditional Salesforce staffing firms, businesses can leverage staff augmentation to bring in experienced Salesforce professionals for short-term projects or ongoing support. This flexible approach helps organizations scale efficiently, reduce costs, and remain competitive. In this insight, we’ll explore how Salesforce staff augmentation enables businesses to build elite Salesforce teams and best practices for managing an augmented workforce. What Is Salesforce Staff Augmentation? Salesforce staff augmentation is a strategic staffing solution where companies hire external professionals to fill skill gaps temporarily or for specific projects. Instead of enduring lengthy hiring processes, firms can quickly onboard experienced Salesforce experts who match their project needs. Unlike outsourcing, which delegates entire projects to external agencies, staff augmentation keeps you in control—augmented professionals work alongside your internal team, ensuring seamless collaboration. Why Businesses Choose Staff Augmentation for Salesforce Teams Salesforce implementations, migrations, and customizations require specialized expertise. Companies are turning to staff augmentation because it offers a faster, more flexible alternative to traditional staffing agencies. Key Benefits: ✔ Immediate access to experts – No months-long recruitment process.✔ Cost efficiency – Avoid full-time salaries, benefits, and training expenses.✔ Scalability – Expand or reduce your team based on demand.✔ Expertise on demand – Get access to specialized skills without long-term commitments.✔ Seamless integration – Augmented staff work within your team, ensuring continuity. This model is ideal for companies facing fluctuating workloads, large-scale Salesforce projects, or critical skill gaps. Building a High-Performing Salesforce Team with Staff Augmentation Step 1: Identify the Skills You Need Before bringing in Salesforce professionals, define your requirements: By outlining these needs, you can ensure a smooth augmentation process and find professionals who align with your goals. Step 2: Choose the Right Staff Augmentation Partner Selecting a trusted staff augmentation provider is essential. Instead of relying on Salesforce staffing agencies, which often lack flexibility, choose a partner that provides on-demand Salesforce talent for both short-term and long-term projects. When evaluating partners, look for:✔ Salesforce talent expertise✔ Proven track record in placements✔ Flexible engagement models (short-term, long-term, or project-based)✔ Seamless onboarding and integration support By collaborating with a seasoned provider like Tectonic, companies can easily tap into pre-screened Salesforce professionals who match their project needs. Step 3: Ensure a Smooth Onboarding Process Once you’ve hired augmented staff, an effective onboarding process ensures smooth teamwork:✅ Provide access to essential tools and systems.✅ Define roles, responsibilities, and expectations.✅ Foster collaboration between in-house and augmented staff.✅ Assign mentors or key contacts for guidance. Structured onboarding enables augmented professionals to quickly contribute and stay aligned with your business objectives. Step 4: Continuously Evaluate and Optimize To maximize effectiveness, companies should regularly assess augmented professionals’ performance and impact: Optimizing your staff augmentation strategy over time ensures a high-performing Salesforce team that adapts to evolving business needs. Best Practices for Managing an Augmented Salesforce Team Unlike traditional Salesforce staffing firms, staff augmentation integrates professionals into daily operations rather than just placing hires. Encourage Collaboration Between In-House and Augmented Staff To ensure smooth communication and team cohesion:✔ Use collaboration tools like Slack, Microsoft Teams, or Salesforce Chatter.✔ Hold daily or weekly stand-ups to align goals.✔ Foster an inclusive culture where augmented staff feel valued.✔ Maintain clear guidelines for data access and security. Utilize Training and Upskilling Opportunities To maximize value, provide augmented staff with:✔ Salesforce training sessions and learning resources.✔ Opportunities to participate in internal knowledge-sharing.✔ Updates on new Salesforce features and releases. Upskilling both in-house and augmented professionals ensures your team remains highly skilled and adaptable. Overcoming Common Challenges in Staff Augmentation 1. Ensuring Smooth Team Integration 💡 Solution: Encourage open communication and structured onboarding to help new professionals integrate seamlessly. 2. Managing Security and Compliance Risks 💡 Solution: Implement Salesforce security best practices, such as role-based access control and Salesforce Shield to protect sensitive data. 3. Keeping External Talent Engaged and Motivated 💡 Solution: Provide incentives, involvement in key meetings, and professional development opportunities. 4. Addressing Communication Barriers 💡 Solution: Use structured meetings, clear guidelines, and collaboration tools to ensure seamless coordination. By leveraging Salesforce Shield, businesses can enhance security while ensuring compliance for external staff. Final Thoughts: Is Staff Augmentation Right for You? If your business needs immediate access to Salesforce expertise without long-term commitments, Salesforce staff augmentation is the perfect solution. By: …you can build a high-performing Salesforce team that drives your business forward. 💡 Need Salesforce specialists? Tectonic is a trusted Salesforce staff augmentation provider helping businesses scale efficiently and affordably. 📩 Ready to augment your Salesforce team? Contact us today to see how staff augmentation can transform your business! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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