Tectonic Archives - gettectonic.com

02Feb

Salesforce and Zapier and Anything You Can Imagine

Zapier enables you to connect Salesforce with thousands of the most popular third-party apps, so you can automate your work and have more time for what matters most—no code required. Providing easy automation for busy Salesforce users. Zapier transfers info between your web apps automatically, so you can focus on your most important work. Zapier is “middleware” that sits between two other services. It allows software services to create Triggers and Actions. Each combination of a Trigger and an Action is called a Zap. Triggers are how your app’s users can start automated workflows whenever an item is added or updated in your app. There are two types of triggers in Zapier: Actions are how your app’s use the data. The action is the effect of the cause (trigger). What is the difference between actions and triggers in Zapier? Every Zap starts with a single trigger that watches for new or updated data, starting the user’s workflow. Action steps then make use of that data. Zapier actions create or update a single item in your app through API calls that include multiple details from user customized input fields. Is Zapier considered an API? Yes, Zapier is an API tool. Zapier is a web-based automation tool that allows you to connect and automate different web services and applications without the need for any coding. It uses APIs (Application Programming Interfaces) to communicate with the different services and applications that it connects to. About AI by Zapier Smart task and text handling powered by a flexible AI. Create text prompts to perform standard tasks like extracting lead (or other) data or answering discrete questions like “where should this message be routed?”. Or, create your own! What coding language does Zapier use? Zapier is a monolithic application built on Python and Django. There’s a lot of momentum with Python and it is very difficult changing course to another programming language while the service is running. Why is Zapier so popular? Zapier is a powerful tool for automating workflows and combining different business applications without requiring any additional coding skills. Is Zapier actually useful? Users have found that Zapier is a versatile automation tool that simplifies complex problems and enhances efficiency in various industries. With its easy-to-use interface, users can create automation workflows and connect different apps and platforms seamlessly. Around the world in 2024, over 9973 companies have started using Zapier as Integration tool. Netflix, Inc. PayPal Holdings, Inc. Trimble, Inc. If you need assistance connecting apps to Salesforce with Zapier, contact Tectonic today. 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

February 2, 2024in Salesforce

02Feb

SWOT Templates

Top SWOT Analysis Templates for Any Business Strategic planning is crucial for businesses aiming to grow. Whether launching a new product, tackling competition, or enhancing existing offerings, a SWOT analysis can help you understand your current position and develop a confident path forward. When engaging in strategic brainstorming, avoid getting bogged down by documentation. Focus on expansive thinking and creative problem-solving instead. To aid in this process, we’ve compiled some of the best SWOT analysis templates available online. These templates handle the layout and design so you can concentrate on deep thinking. Read on to discover the value of SWOT analyses and our top template picks. What is a SWOT Analysis? A SWOT analysis is a framework for evaluating your company’s market position by examining internal and external factors. It helps identify your strengths, weaknesses, opportunities, and threats. The strengths and weaknesses sections focus on internal factors, such as products, value propositions, teams, and resources. Opportunities and threats examine external factors, including customers, competitors, industry trends, and broader market forces. Why Conduct a SWOT Analysis? A SWOT analysis provides a clear visualization of your business’s current standing. By understanding your strengths, areas for improvement, and external influences, you can formulate effective strategies for progress. Periodic SWOT analyses are beneficial for continuous improvement and essential during significant initiatives or changes, such as: SWOT analyses can also be applied to individual team members, useful for performance reviews or team reorganizations. Top SWOT Analysis Templates for Any Business Here are seven excellent SWOT analysis templates suitable for any business: For SWOT analyses that will be part of larger presentations, Canva’s drag-and-drop design tool offers dozens of templates. Customize with your brand colors and insert into your strategy deck or PDF. Miro’s virtual whiteboard template goes beyond traditional SWOT frameworks by adding sections for potential actions. Explore how to leverage strengths and opportunities or mitigate weaknesses using opportunities. Smartsheet provides templates for both Google Docs and Microsoft Word. Whether evaluating a business goal or personal performance, these templates are versatile and easy to use. TemplateLAB offers SWOT analysis templates in multiple formats, including Word Doc, PowerPoint, PDF, and Photoshop. Choose from a range of styles for both internal brainstorming and formal presentations. Airtable combines the structure of Excel with better organization for written content. Its SWOT analysis template is perfect for those who prefer spreadsheet-style work with enhanced labeling and filtering capabilities. SCORE’s simple Word Doc template provides all the necessary elements for a SWOT analysis without any extra distractions. SCORE also offers free resources, including mentorship and educational opportunities. For those looking to incorporate AI, Notion offers a template that leverages ChatGPT. Input your business information, and ChatGPT generates a SWOT analysis, offering insights you might not have considered. Bonus: WordStream Free SWOT Analysis Template For a comprehensive solution, try the WordStream template in Google Sheets. It’s an excellent tool for SWOT analysis brainstorming sessions. Use a SWOT Analysis Template Today for Business Growth Tomorrow When choosing a template, prioritize strategic work over perfect design. Select one and dive into the brainstorming process with your team to gain valuable insights for your business. If you need assistance with your marketing strategy, explore our solutions to maximize strengths and minimize weaknesses for long-term success. 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

February 2, 2024in Salesforce

30Jan

Organizational AI Change Management

The Future of AI: Transforming Organizational Culture and Decision-Making When envisioning the future, the greatest impact and necessary changes from AI will occur within organizations, not just through technology. Organizational AI Change Management will be a top down, but all the way down, process. AI’s influence extends beyond procedural steps, fundamentally altering organizational decision-making. Rethinking Organizational Structure AI demands a new perspective on organizational structure rather than just focusing on process or technology. This isn’t about achieving “AGI” or other speculative advancements, but about understanding AI’s true role in organizational change. Many companies aim to become “Data & AI Driven,” but what does that entail? Fundamentally, it means integrating technology into the business, where data reflects organizational reality, and AI is interwoven with roles and responsibilities. Cultural Shift Towards a 50% AI World Transitioning to a 50% AI-driven world involves more than adopting new technology or processes; it requires a profound cultural shift within the organization. People, Process, and Technology: A Holistic View A traditional Venn diagram of “People,” “Process,” and “Technology” illustrates governance, service models, and automation at their intersections. However, achieving true AI integration necessitates focusing on the overlaps and cultural changes, not just the components themselves. Cultural Foundations First For AI to succeed, organizations must start with cultural transformation. Changing how people think is the biggest challenge in any transformation process. AI’s Role in Decision-Making AI primarily impacts decisions, not just processes or technology. Processes, while essential, are merely tools for execution. AI calls for a paradigm shift, as it assumes decision-making roles, traditionally held by humans, within clear boundaries and domains of control. Organizational Accountability and AI Businesses must adapt to a model where AI operates under delegated authority from specific individuals, necessitating a shift in accountability and management. This approach redefines AI as a partner in decision-making rather than a mere tool. Digital Transformation and AI Integration Incorporating AI requires a new digital framework, moving beyond ad-hoc data and historical knowledge to a dynamic, organizationally-centric data platform. This “metamirror” provides a digital representation of the business, necessary for AI to function effectively. AI-Driven Organizational Models In this new model, both people and AIs operate within defined roles, with AIs accountable to their human counterparts. Organizational changes, such as promotions or departures, directly impact AI roles and responsibilities. The Organization as an Organism Richie Etwaru’s concept of an organization as an “organism” highlights the dynamic, interactive nature of AI-driven entities. This model integrates roles, processes, and technology into a cohesive, responsive system. Managing Change in an AI-Integrated World Managing change in an AI-driven world blurs the lines between technology and business functions. AI skills become integral to organizational roles, fundamentally altering how change is approached and managed. Preparing for a 50% AI Future A shift towards a 50% AI-driven world necessitates rethinking business culture. Being “Data & AI Driven” means the business takes responsibility for its data and integrates AI as a strategic partner. This requires a cultural transformation where data accuracy and AI alignment with business objectives are paramount. Embracing a Data & AI Culture To thrive in a 50% AI world, organizations must embrace a Data & AI culture. This involves taking accountability for data, ensuring AI’s decisions reflect reality, and aligning AI with business goals. Without this cultural shift, businesses risk merely using AI technology without fully integrating it into their strategic framework. aIn summary, achieving true AI integration means transforming the organizational culture, redefining roles and responsibilities, and creating a robust digital infrastructure that supports AI’s dynamic decision-making capabilities. 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

January 30, 2024in Salesforce

30Jan

AI Capability Maturity Model

The AI Capability Maturity Model (AI CMM), devised by the Artificial Intelligence Center of Excellence within the GSA IT Modernization Centers of Excellence (CoE), functions as a standardized framework for federal agencies to evaluate their organizational and operational maturity levels. It is equally useful for private organizations in aligning them with predefined objectives. Instead of imposing normative capability assessments, the AI CMM concentrates on illuminating significant milestones indicative of maturity levels along the AI journey. The AI Capability Maturity Model focuses primarily on the development of AI capabilities within an organization. It evaluates an organization’s maturity across four main areas: data, algorithms, technology, and people. Serving as a valuable tool, the AI CMM assists organizations in shaping their unique AI roadmap and investment strategy. The outcomes derived from AI CMM analysis empower decision-makers to identify investment areas that address immediate goals for rapid AI adoption while aligning with broader enterprise objectives in the long run. Maturity vs capability models A maturity model tends to measure activities, such as whether a certain tool or process has been implemented. In contrast, capability models are outcome-based, which means you need to use measurements of key outcomes to confirm that changes result in improvements. AI development rooted in sound software practices underpins much of the content discussed in this and other chapters. Though not explicitly delving into agile development methodology, Dev(Sec)Ops, or cloud and infrastructure strategies, these elements are fundamental to the successful development of AI solutions. The AI CMM elaborates on how a robust IT infrastructure leads to the most successful development of an organization’s AI practice. What are the maturity levels of AI? What are the maturity levels of Artificial Intelligence? Or it can be measured this way. AI Maturity Model Why is AI maturity important? The AI Maturity Assessment is a process designed to help organizations evaluate their current AI capabilities, identify gaps and areas for improvement, and develop a roadmap to build a more effective AI program. Organizational Maturity Areas Organizational maturity areas represent the capacity to embed AI capabilities across the organization. Two approaches, top-down and user-centric, offer distinct perspectives on organizational maturity. Top-Down, Organizational View Bottom-Up, User-centric View Operational Maturity Areas Operational maturity areas represent organizational functions impacting the implementation of AI capabilities. Each area is treated as a discrete capability for maturity evaluation, yet they generally depend on one another. PeopleOps CloudOps DevOps SecOps DataOps MLOps AIOps AI Capability Maturity Model This comprehensive overview of organizational and operational maturity areas underlines the multifaceted nature of AI implementation and the critical role played by diverse elements in ensuring success across different layers of an organization. How AI is transforming the world? AI-powered technologies such as natural language processing, image and audio recognition, and computer vision have revolutionized the way we interact with and consume media. With AI, we are able to process and analyze vast amounts of data quickly, making it easier to find and access the information we need. 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

January 30, 2024in Salesforce Einstein

27Jan

Key Questions to Ask About Generative AI Before Diving into the Gene Pool

As generative AI plays an increasingly significant role in shaping business decisions and reshaping customer relationships, leaders must grasp the potential. This means use cases, and risks associated with AI. The good, the bad, and the ugly. Questions to Ask About Generative AI gene pool. The journey begins with asking pertinent questions. Are you feeling overwhelmed by generative AI yet? The multitude of questions that businesses need to address regarding AI—covering technology, skills, privacy, data, and organizational requirements, among others—can be seemingly endless. Knowing where to start and identifying the most crucial AI-related questions before jumping into implementation can be challenging. But it is totally worth the time. “Many organizations are venturing into AI for the first time. They are transitioning from predictive AI, machine learning, or deep learning to explore the next generation of AI for elevating productivity.” Marc Benioff, CEO of Salesforce While the demand and potential of AI are substantial, so are the associated risks. To assist in navigating this landscape, here’s a snapshot: Employee View: Exec Summary: Your Next Move: By Tectonic’s Marketing Consultant, 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 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

January 27, 2024in Generative AI, Salesforce Einstein

26Jan

Build Better Tableau Dashboards

The effort made to build better Tableau dashboards pays tenfold in there readability and usability. “Dashboard design is not about making dashboards ‘pretty. It’s making them functional and helping the user to get the information they need as efficiently as possible.” ALEXANDER WALECZEK, ANALYTICS PRACTICE LEAD AND TABLEAU AMBASSADOR Effective communication with your audience involves considering their needs from start to finish. The key lies in posing the right questions. To convey information to your readers in an engaging manner, it is crucial to grasp fundamental aspects, such as: Possibly, when tailoring content for a time-pressed salesperson with only 15 seconds to spare for crucial performance indicators, it is imperative to present the most vital information in a glance. Additionally, ensuring that the dashboard is mobile-friendly and loads swiftly becomes essential. On the other hand, if your target audience consists of a team set to review quarterly dashboards over an extended period, offering more detailed views of the data might be advisable. Build Better Tableau Dashboards for Your Audience Take into account the expertise level of your audience. Gain a deeper understanding of their skill set by inquiring about their priorities and data consumption habits. This insight is crucial for determining the most effective way to present data, guiding key design decisions. For instance, a novice may require more action-oriented labels for filters or parameters compared to an advanced user. Here are four effective methods to assess the dashboard and data proficiency of your audience: Adjust Your Narrative Adjust your narrative accordingly. Tailoring your dashboards to suit the intended audience enhances their impact. Below are three visualizations depicting the distribution of tornadoes in the United States for the first nine months of the year. The distinction lies in the level of visual information employed to convey the narrative. There might e an extremely minimal presentation, progressing in complexity towards the right. None of these approaches is inherently superior to the others. The minimal visualization on the left might be ideal for audiences well-versed in the subject matter, appreciating simplicity and the elimination of redundancy. On the other hand, for newcomers or individuals viewing the visualization just once, the explicitness of the visualization on the right could be more effective. Determining what constitutes clutter versus essential information is where collaboration with colleagues becomes crucial. Crafting persuasive dashboards involves making a lasting impact on partnership. By closely collaborating with line-of-business stakeholders, you can secure the buy-in and engagement needed to tailor the dashboard to their specific requirements and expectations. This collaborative approach forms the essence of dashboard persuasion. A Work in Progress Demonstrate your process and embrace iterative refinement. Establishing a culture of analytics should be accompanied by a culture of supportive and frequent critique. Creating multiple versions of your work and actively seeking feedback throughout the process will contribute to a superior final product. Avoid isolation and stagnation; share your progress with others, use the feedback to refine your work, and repeat the process until you achieve a satisfactory result. Much like the formation of a diamond requiring extraordinary heat, pressure, and time, the outcome is worth the effort. Encouraging critiques is essential for cultivating a culture of constructive feedback. Trust among colleagues is important, arguably it enables mutual respect and trust in each other’s feedback. Developing a thick skin is also necessary, focusing on designing dashboards that cater to users and clients’ needs rather than personal preferences. Similar to writers who must “kill their darlings,” designers must prioritize the overall effectiveness of the dashboard, making honest assessments and adjustments when needed. “It also helps to have a public place—on a real or virtual wall—for sharing work. Making work public creates constant opportunities for feedback and improvements.” Tableau 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

January 26, 2024in Salesforce, Salesforce Tableau

25Jan

Case Study: Reduce the Time and Cost of Provider Onboarding

The primary provider of ancillary insurance services including life, dental, disability, vision and other large provider organizations in eight states. Industry: Insurance Implemented: Salesforce Platform Technologies Replaced: Multiple Systems Tectonic has greatly streamlined the entire provider onboarding process including automation the Practice/Provider credentials verification process. In addition, prospecting and overall affiliate management process was transformed. The Challange The Solution How can Tectonic Reduce the Time and Cost of Provider Onboarding for your organization? Contact us today. 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

January 25, 2024in Salesforce Development Services, Salesforce Financial Services Solutions, Salesforce Health and Life Sciences Solutions

25Jan

Salesforce Revenue Lifecycle Management

Seamless Revenue Lifecycle Management Powered by Salesforce Revenue Cloud Is your company struggling to manage complex revenue streams, manual billing processes, or compliance with ASC 606 and IFRS 15 standards? Tectonic specializes in implementing Salesforce Revenue Lifecycle Management solutions through Salesforce Revenue Cloud. We offer tailored strategies for mid-market and enterprise companies across industries like High Tech, SaaS, Manufacturing, Hospitality, and Life Sciences. Industries We Serve The Challenges You Face Managing complex revenue streams can be overwhelming without the right systems. If your business is facing challenges like: Tectonic’s Tailored Solutions – Salesforce Revenue Lifecycle Management We leverage Salesforce Revenue Cloud to automate and streamline your Salesforce Revenue Lifecycle Management, helping companies overcome these challenges with ease. Key Use Cases for Salesforce Revenue Lifecycle Management (RLM) Content updated September 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

January 25, 2024in Data, Enterprise, Salesforce, Salesforce CPQ, Salesforce Revenue Cloud

21Jan

Salesforce Data Cloud License Offer

At Dreamforce 2023, Salesforce announced that Data Cloud free licenses are now included for all Enterprise Edition or above customers so they can become familiar with the new capabilities and develop use case ideas for Salesforce Data Cloud. Salesforce Data Cloud License Offer! Are you taking advantage of Salesforce Data Cloud’s customer 360 capabilities when it comes to intuitive, fast, efficient customer service? Today is the day! With the Salesforce Data Cloud Offer you can take advantage now! Data Cloud is the fastest growing organically built product in Salesforce’s history (Salesforce built it themselves, not via acquisitions). Data Cloud could be described as the ‘Holy Grail of CRM’, meaning that the data problem that’s existed since the earliest days of CRM is now finally solved. This is truly a 360 degree customer view. Why is Data Cloud important? A data cloud gives you an infrastructure for efficient data management across multiple systems at any scale. You can ensure data is available to anyone who needs it without compromising data integrity or security. There’s never been a better time to partner with Tectonic to explore Salesforce Data Cloud for your data and your business. Take advantage of the Data Cloud License Offer today. 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

January 21, 2024in Salesforce Data Cloud, Salesforce Managed Services

Better Sales and Services with Salesforce Unlimited Edition

17Jan

Granular Data Center Overview

Granular Data Center Overview in Marketing Cloud Intelligence The Granular Data Center is an advanced feature tailored for ingesting detailed, raw data into the system. This data can reach a scale of hundreds of millions or even billions of rows due to its granularity. Unlike other data stream types, usage and pricing are based on terabytes of storage rather than row count. Ideal data types for Granular Data Center streams include keyword-level data, event-level data, logs, and precise geodata. Granular Data Center streams generate corresponding tables of data specific to a workspace. All data stored in the Granular Data Center fully complies with GDPR regulations and requirements. The Granular Data Center is a premium feature. For inquiries about purchasing, please contact a Marketing Cloud Intelligence representative at Salesforce. Deprovisioning the Granular Data Center add-on from an account triggers the following actions: Note: System admins and higher can still access the Granular Data Center for 90 days after unchecking the checkbox. Access will be unavailable after this period. Note: System admins and higher can continue running SQL queries and exports for 90 days. After this period, all Granular Data Center data streams are automatically deleted, along with the data. When retrieving data from the Granular Data Center, be mindful of these timeout limits: Enabling the Granular Data Center in a Workspace Purchasing the Granular Data Center automatically activates it in the account, but an admin must enable it in the workspace to make the Granular Data Center tab visible. Viewing Granular Data Center Data The Granular Data Center landing page provides an overview of all created data streams in that workspace. Users can manage ingested data, aggregations, extracted data, share data streams, create queries, and more from this centralized location. Creating Granular Data Center Data Streams Generate a Granular Data Center data stream to ingest detailed data, such as event-level or keyword-level data. Mapping Granular Data Center Data Upon file upload or usage of a technical vendor, users are directed to a mapping preview screen where they can verify data identification, modify mapping, add mapping formulas, and more. Each uploaded dataset creates a dynamic table tailored to the loaded data type, impacting data load options and behavior. Querying Granular Data Centers Access and extract data from Granular Data Centers within your workspace. Users can also query Granular Data Centers in other workspaces via data sharing. Queries can be manually crafted using an SQL editor or created effortlessly with the Query Builder. Visualizing Granular Data Center Data The Entity-Relationship Diagram (ERD) visually represents tables and connections between specific dimensions. Each block symbolizes a table containing available fields, with lines denoting connections between tables based on specific dimensions. Sharing Granular Data Centers Relevant Granular Data Centers can be shared across workspaces within the same account. Deleting Data from a Granular Data Center To align with data protection regulations, users have the option to delete data from a Granular Data Center. 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

January 17, 2024in Data, Google, Marketing Automation, Salesforce, Salesforce Data Cloud, Salesforce Marketing Cloud

Einstein Copilot Tableau

Tableau has dedicated over two decades to empowering individuals to visualize and comprehend their data. This mission, driven by data analysts, continues to thrive. Data analysts serve as the cornerstone of organizations fostering a data-centric culture. They capture business needs, prepare data, and craft data content for end-users. Einstein Discovery insights seamlessly integrate into the Tableau workflow, ensuring uninterrupted analysis. The benefits of leveraging Einstein Discovery are manifold: Tableau Einstein represents a groundbreaking advancement in AI-driven data analytics. Einstein Copilot for Tableau, currently in beta for Tableau customers, democratizes AI in data analytics. It collaborates with analysts throughout the analytical process, from data preparation to visualization, reducing entry barriers and enhancing user experience. Einstein Copilot integrates seamlessly into the Tableau environment, serving as an intelligent assistant. It guides users through the creation process, ensuring accuracy and adherence to best practices. With Einstein Copilot, users confidently explore data, identify trends, and communicate findings effectively. The features of Einstein Copilot enhance the data analytics experience and empower users to unleash the full potential of their data. These features include faster insights through recommended questions, streamlined data exploration, improved visualization quality, and guided calculation creation. Einstein Copilot’s development involved overcoming several challenges. These challenges included accurately interpreting user questions, enhancing data intelligence, and automating visualization generation. The team addressed these challenges through continuous refinement of analytical data generation algorithms, leveraging Tableau Public’s vast dataset, and balancing accuracy, speed, and creativity in AI responses. Continuous improvement remains a key focus for the Einstein Copilot team. Through platforms like Zeus, the team systematically enhances engineering, intent detection, and knowledge generation. This iterative process ensures ongoing enhancements to Einstein Copilot’s capabilities, providing users with an increasingly seamless and insightful analytical experience. Einstein Discovery insights are integrated into your Tableau workflow, so you never need to disrupt your analysis. Some of the benefits of using Einstein Discovery include: Data analysis and data-driven decision-making have been part of the vocabulary in organizations over the years. And, while data analysis is one of the most in-demand tech skills sought by employers today, not everyone in an organization has “analyst” in their job title—myself included. Yet, so many of us use data daily to make informed decisions. The rise of generative AI presents a significant opportunity for us to bring transformative benefits to analytics. Businesses are eager to embrace generative AI because it can help save time, provide faster insights, and empower analysts to be even more productive with an AI assistant—freeing analysts to focus on delivering high-quality, data-driven insights. But before any of this can happen, a lot goes on behind the scenes. That’s where Einstein Copilot for Tableau comes in. Einstein Copilot for Tableau, now available for Tableau customers to try in beta, brings the power of AI to data analytics, reducing the barrier to entry and working alongside the analyst—from data preparation to visualization. Whether you’re an experienced data analyst or just starting your journey in data exploration, Einstein Copilot for Tableau becomes your trusted companion, empowering you to unlock insights and make informed decisions with confidence. Einstein Copilot for Tableau offers a range of features that enhance the data analytics experience and empower anyone to unlock the full potential of their data. Look for these features in the coming release, and even more as we continue to build. Faster insights with recommended questions When you are getting started in analytics—whether for work, learning, or just for fun—a blank canvas can be intimidating. Where do you even begin? Using Einstein to suggest questions you can ask of a specific datasource lightens that lift so you can quickly move from connecting to data to finding insights. Einstein Copilot for Tableau does a quick index across your connected datasource to create a summary context of the datasource. This summary is used to generate a few questions the dataset can answer. For example, using a dataset like Tableau’s Superstore practice dataset, Einstein Copilot for Tableau suggests “Are there any patterns over time for sales across product categories?” In one click a line chart is created. Since this is all happening in the authoring experience, users familiar with Tableau’s drag-and-drop interface can adjust anything displayed before saving and moving on to the next question. Combining analyzing data with learning by doing. With recommended questions, anyone can quickly uplevel their analytics skills. What is Einstein Copilot for Tableau? Using generative AI and statistical analysis, Einstein Copilot for Tableau is able to understand the context of your data to create and suggest relevant business questions to help kickstart your analysis. A smart, conversational assistant for Tableau users, Einstein Copilot for Tableau automates data curation—the organization and integration of data collected from various sources—by generating calculations and metadata descriptions. Einstein Copilot for Tableau can fill data gaps and enhance analysis by creating synthetic datasets where real data is limited. Einstein Copilot helps you anticipate outcomes with predictive analytics that simulate diverse scenarios and uncover hidden correlations. Additionally, generative models can bolster data privacy by producing non-traceable data for analysis. Accelerate insights from data with ease Tableau has thousands of features—and with Einstein Copilot’s in-product assistance, you ask questions using natural language, and from data prep and writing calculations to formatting worksheets and dashboards using your company brand guidelines, Einstein Copilot automates many time-consuming, repetitive tasks—increasing analyst productivity and speeding time-to-insights. Jumpstart data exploration Einstein Copilot for Tableau is a great tool for both data-savvy end users and data professionals. With the help of Einstein Copilot, you can ask more in-depth questions about the data insights without having to know all of the technical aspects of Tableau. In the worksheet, a set of recommended questions based on the data source’s metadata makes it easy for users to start analyzing their data. Einstein Copilot’s step-by-step guidance also helps new data professionals learn how to use Tableau effectively—with an opportunity for both novice and experienced users to increase their learn by doing. Improve viz and dashboard quality through prescriptive guidance With Einstein Copilot in Tableau, you

January 15, 2024in Einstein 1 Platform, Salesforce, Salesforce Tableau

09Jan

Tectonic’s Approach to Ensuring Salesforce Customer Satisfaction

by Tectonic’s Sean McSkimming Scenarios of Assorted Levels of Customer Satisfaction – Ensuring Salesforce Customer Satisfaction Are you having satisfaction issues during or after your Salesforce implementation? Are you not happy with the Salesforce solution or implementation provided to you? Or are you seeing low user adoption after the implementation has gone live? This can be caused by any of the following: At Tectonic we take approaches to avoid the causes and effects above. We understand that every Salesforce implementation and initiative is unique, because every customer is unique. Ensuring Salesforce customer satisfaction is at the heart of everything we do. Tectonic has been involved in multiple points of an implementation project to help customers maximize their Salesforce investment. Even if their initial Salesforce experience was not perfect. We take a simple yet effective approach. Transparency and Trust are at the core of everything we do for every client. Every interaction with our prospects and our customers is filtered through the lens of transparency and trust. Customers in flight, whether the project has started or not are given: Live customers who aren’t happy with their current Salesforce solution due to low user adoption or a Salesforce solution that is not meeting their needs are given: If your are intrigued by Tectonic’s commitment to customer satisfaction, or perhaps not currently enjoying this level of satisfaction, we would love to talk to you today about your Salesforce implementation. 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

January 9, 2024in Salesforce, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Managed Services, Salesforce Manufacturing Automotive Energy

08Jan

Einstein AI Trust Layer Explained

The Einstein Trust Layer is a secure AI architecture. It is natively built into the Salesforce Platform. Designed for enterprise security standards the Einstein Trust Layer continues to allow teams to benefit from generative AI. Without compromising their customer data, while at the same time letting companies use their trusted data to improve generative AI responses: Trusted AI starts with securely grounded prompts. A prompt is a canvas to provide detailed context and instructions to Large Language Models. The Einstein Trust layer allows you to responsibly ground all of your prompts in customer data and mask that data when the prompt is shared with Large Language Models*. With our Zero Retention architecture, none of your data is stored outside of Salesforce. Salesforce gives customers control over the use of their data for AI. Whether using our own Salesforce-hosted models or external models that are part of our Shared Trust Boundary, like OpenAI, no context is stored. The large language model forgets both the prompt and the output as soon as the output is processed. 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

January 8, 2024in Data, Enterprise, Generative AI, Salesforce, Salesforce Data Cloud, Salesforce Einstein

07Jan

AI’s Impact on the Workforce

According to McKinsey, generative AI has the potential to contribute between $2.6 trillion and $4.4 trillion in value to the global economy across various industries, spanning banking, retail, high tech, healthcare, and life sciences. Its impact is expected to reach diverse professions, including customer operations, marketing and sales, software engineering, and research and development. The influence of AI on the workforce is significant. A report by Goldman Sachs suggests that AI could replace the equivalent of 300 million full-time jobs, affecting a quarter of work tasks in the US and Europe. However, it also brings forth new job opportunities and a productivity boom. Despite concerns about job displacement, AI is anticipated to generate numerous new opportunities. Roles like prompt engineer and AI product manager are emerging, with a Salesforce-sponsored IDC white paper predicting a surge in demand for positions such as data architects, AI ethicists, and AI solutions architects over the next 12 months. The report also forecasts the creation of 11.6 million new jobs within the Salesforce ecosystem alone over the next six years. Recent advancements in generative AI, exemplified by products like ChatGPT with 100 million monthly active users in two months, have reignited discussions about automation’s impact on jobs. While the extent of disruption remains unknown, developers, users, and policymakers should consider its effects on workers. To address challenges and opportunities, Majority Leader Chuck Schumer has launched a SAFE Innovation Framework, emphasizing worker security. The Biden administration is developing a National AI Strategy to address economic and job impacts. For individuals in the workforce, there’s an opportunity to cultivate existing skills and acquire new ones through platforms like Salesforce’s Trailhead, Coursera, and LinkedIn. AI’s impact on jobs involves eliminating repetitive tasks, allowing individuals to focus on more strategic and creative aspects of their roles. In fields like sales, customer service, marketing, healthcare, finance, and graphic design, AI will transform roles and create new opportunities. Chris Poole, AI Technical Consulting Lead in Salesforce’s global AI practice, envisions AI becoming ingrained in every aspect of our lives, contributing to fascinating evolution across various fields. The scale of AI adoption’s impact on workers, especially with generative AI tools, remains uncertain. Potential effects include replacing, complementing, or freeing workers for more productive tasks, or creating new jobs. A Goldman Sachs estimate suggests that about two-thirds of current jobs are exposed to some degree of AI automation, with generative AI potentially substituting up to one-fourth of current work. McKinsey Global Institute estimates that 29.5 percent of all hours worked could be automated by 2030. Regarding job impact, professional occupations associated with clerical work in finance, law, and business management are most exposed to AI. However, AI is also concurrently creating many new jobs. 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

January 7, 2024in AI Tools, Data, Generative AI, Google, Salesforce, Salesforce Einstein

Salesforce Marketing Cloud Account Engagement

05Jan

Salesforce Marketing Cloud Engagement for Industries

Customer and stakeholder expectations for communication have reached unprecedented levels in 2024. Every message now demands personalization, targeting, and relevance to foster enduring and meaningful relationships. How can you ensure that you meet these heightened expectations and cultivate lifelong connections with your customers? With Salesforce Marketing Cloud Engagement for Industries. Enter Marketing Cloud Engagement for Industries, a solution crafted by Salesforce to assist companies and organizations of any size in crafting personalized customer and stakeholder experiences through scalable email campaigns and data-driven insights. This robust offering provides a foundational framework for leveraging Marketing Cloud, offering pre-built tools, templates, and assets customized for your specific industry. The result? The ability to engage with your customers and stakeholders swiftly and effectively. This suite of outreach marketing tools helps you communicate with and engage your supporters, customers, contacts, and prospects. With Marketing Cloud Engagement for Industries, you receive a tailored package that includes: Additional tools are at your disposal to expedite the implementation of Marketing Cloud Engagement and minimize setup time. A user-friendly Get Started page walks you through the configuration process, and industry-specific assets—such as sample email templates and journeys—empower you to extract greater value from Marketing Cloud more efficiently. And Tectonic is ready to be your implementation partner. Contact Tectonic today for more information. If you are already using Marketing Cloud you can still add the Get Started page and pre-built assets. Note that to use Marketing Cloud Engagement for Industries does require the implementation of Salesforce Lightning Experience and My Domain for a more specific domain name in your Salesforce org. Connecting Marketing Cloud Engagement with Salesforce can be a complex process. Tectonic can help. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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

January 5, 2024in Data, Salesforce, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Marketing Cloud, Salesforce Sales Cloud

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