Tectonic Archives - gettectonic.com - Page 21
Salesforce Einstein Copilot
28Dec

What’s Included in Einstein Copilot Studio?

Christmas came early this year with Salesforce’s announcement of Einstein Copilot Studio. Einstein Copilot Studio will encompass the following features: By Tectonic’s Salesforce Marketing Consultant, Shannan Hearne Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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December 28, 2023in Einstein 1 Platform, Salesforce Einstein
2024 AI and Machine Learning Trends
23Dec

2024 AI and Machine Learning Trends

In 2023, the AI landscape experienced transformative changes following the debut of ChatGPT in November 2022, a landmark event for artificial intelligence. 2024 AI and Machine Learning Trends ahead, AI is set to dramatically alter global business practices and drive significant advancements across various sectors. Organizations are shifting their focus from experimental initiatives to real-time applications, reflecting a more mature understanding of AI’s capabilities while still being intrigued by generative AI technologies. Key AI and Machine Learning Trends for 2024 Here are the top trends shaping the AI and machine learning landscape for 2024: 1. Agentic AIAgentic AI is evolving from reactive to proactive systems. Unlike traditional AI that primarily responds to user inputs, these advanced AI agents demonstrate autonomy, proactivity, and the ability to independently set and pursue goals. 2. Open-Source AIOpen-source AI is democratizing access to sophisticated AI models and tools by offering free, publicly accessible alternatives to proprietary solutions. This trend has seen significant growth, with notable competitors like Mistral AI’s Mixtral models and Meta’s Llama 2 making strides in 2023. 3. Multimodal AIMultimodal AI integrates various types of inputs—such as text, images, and audio—mimicking human sensory capabilities. Models like GPT-4 from OpenAI showcase this ability, enhancing applications in fields like healthcare by improving diagnostic precision. 4. Customized Enterprise Generative AI ModelsThere is a rising interest in bespoke generative AI models tailored to specific business needs. While broad tools like ChatGPT remain widely used, niche-specific models are increasingly popular for their efficiency in addressing specialized requirements. 5. Retrieval-Augmented Generation (RAG)RAG combines text generation with information retrieval to boost the accuracy and relevance of AI-generated content. By reducing model size and leveraging external data sources, RAG is well-suited for business applications that require up-to-date factual information. 6. Shadow AIShadow AI, which refers to user-friendly AI tools used without formal IT approval, is gaining traction among employees seeking quick solutions or exploring new technologies. While it fosters innovation, it also raises concerns about data privacy and security. Looking Ahead to 2024 These trends highlight AI and machine learning’s expanding role across industries in 2024. Organizations must adapt to these advancements to remain competitive, balancing innovation with strong governance frameworks to ensure security and compliance. Staying informed about these developments will be crucial for leveraging AI’s transformative potential in the coming year. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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December 23, 2023in Generative AI
Marketing Cloud Growth and Advanced Editions
22Dec

Marketing Cloud Growth and Advanced Editions

While Growth Edition is tailored to small businesses looking to get started with robust marketing automation, Advanced Edition caters to companies that need more sophisticated tools to scale personalization efforts, improve customer engagement, and streamline workflows. It offers additional features, including real-time journey testing, predictive AI for customer scoring, and advanced SMS capabilities, allowing businesses to enhance every touchpoint with their customers.

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December 22, 2023in Data, Enterprise, Marketing Automation, Salesforce, Salesforce Data Cloud, Salesforce Implementation Services, Salesforce Marketing Automation, Salesforce Marketing Cloud, Technology
Marketing Cloud Cloudpages
20Dec

Salesforce Marketing Cloud for a Healthcare Provider

Personalized Care & Communication: Salesforce Marketing Cloud for a Healthcare Provider As the elderly become more tech-savvy, they expect modern, efficient ways to communicate with healthcare providers. A regional Medicare provider in the Northeastern United States faced challenges with their outdated communication systems. Relying solely on paper mail, postcards, and phone calls, the organization struggled to connect with members, lacked visibility into the success of their campaigns, and experienced early turnover due to minimal engagement. These inefficiencies strained the customer experience and made it clear that modernization was overdue. To address these challenges, we implemented Salesforce Marketing Cloud to engage customers through email and SMS. Goals for the Project: Tectonic’s Role in the Transformation Tectonic designed and implemented a Salesforce Marketing Cloud solution that transformed how the provider communicated with its members. The solution enabled multi-channel, multi-language communications integrated with Salesforce Health Cloud via the Marketing Cloud Connector and additional systems like MuleSoft and Snowflake. To enhance SMS capabilities, the organization also integrated with Five9. Early collaboration with the provider’s Salesforce Health Cloud team enabled Tectonic to address outdated customer data issues, create safeguards for inaccurate information, and plan future strategies for seamless customer data collection. A custom preference center was also developed and translated into multiple languages. Overcoming Data Challenges Accurate customer data was a significant obstacle—only 60% of records included valid email or mobile phone numbers, with an even smaller percentage having both. Tectonic conducted multiple working sessions to develop strategic efficiencies and establish a foundational process for gathering and cleansing member contact information. Customized journeys were created to ensure messaging aligned with available communication channels. For example: Key Outcomes Tectonic’s efforts allowed the healthcare provider to modernize their communications, better analyze engagement data, and improve member interactions. The results exceeded expectations: Impact Across Departments This project not only improved member communication but also empowered internal departments—including Marketing, Customer Experience, Sales, and Retention—with easy-to-understand metrics. It laid the foundation for future campaigns, enhanced data accuracy, and fostered stronger member relationships. By leveraging Salesforce Marketing Cloud and Tectonic’s expertise, the healthcare provider transformed its operations to deliver personalized, timely communication and ensure lifelong member satisfaction. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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December 20, 2023in Data, Mulesoft, Salesforce, Salesforce Health Cloud, Salesforce Marketing Cloud, Snowflake
Salesforce Einstein Copilot
18Dec

Introducing Salesforce Einstein Copilot

Einstein Copilot introduces a cutting-edge generative A. Powered by a conversational assistant seamlessly embedded within every Salesforce application. Its strategically enhancing workflow and yielding substantial gains in productivity. Announced at Dreamforce 2023, in case you missed it, read on. The newly integrated Einstein 1 Data Cloud, part of the Einstein 1 Platform, allows customers to establish a unified customer profile. By connecting any data source. This integration infuses AI, automation, and analytics into every customer experience, fostering a comprehensive approach. Salesforce Einstein Copilot Studio Einstein Copilot Studio provides organizations with the flexibility to tailor Einstein Copilot. A Salesforce tool used according to specific business requirements. It incorporates the Einstein Trust Layer, ensuring the protection of sensitive data while leveraging trusted information to enhance generative AI responses. Unlike other generative AI copilot solutions, Einstein Copilot is natively integrated into the world’s leading AI CRM – Salesforce. Seamlessly tapping into data from various Salesforce applications. This integration ensures more accurate AI-powered recommendations and content generation. Data Cloud The Data Cloud serves as the foundation for Einstein Copilot. Data Cloud offers real-time, consolidated views of customers or entities. With Data Cloud, creating a data graph is simplified, enabling the generation of AI-powered apps with a single click, eliminating the need for manual data queries or joins. Einstein Trust Layer The Einstein Trust Layer, an integral part of the Einstein 1 Platform, ensures the secure retrieval of relevant data from Data Cloud. Before sending it to the Language Model (LLM), proprietary, sensitive, or confidential information is masked, maintaining a high level of data security and compliance. Copilot for Sales aligns with existing CRM access controls and user permissions. Salesforce requires ensuring administrators and users have the necessary permissions for customization and data management within Copilot for Sales. Salesforce Copilot service functions similarly to other generative AI tools in the customer experience landscape, responding to customer queries automatically with personalized answers grounded in company data. Einstein Copilot & Search, anticipated for availability from February 2024, is set to leverage Data Cloud unstructured support. It will be ushering in a new era where Generative AI-based apps redefine the user interface. Thereby allowing seamless interactions and conversations with applications. This transformative shift signifies a significant milestone in Enterprise Software, with Salesforce actively participating in this evolving landscape. Copilot for Sales How is Copilot for Sales different from Copilot for Microsoft 365? Microsoft Copilot for Sales is an AI assistant designed for sellers that brings together the capabilities of Copilot for Microsoft 365 with seller-specific insights and workflows. What Salesforce just did is drop the GPT name and go with Copilot, By endorsing the Microsoft branding it announced earlier this year with Microsoft Copilot for Microsoft 365 and CoPilot for Dynamics 365. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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December 18, 2023in AI Tools, Data, Einstein 1 Platform, Enterprise, Generative AI, Salesforce, Salesforce Data Cloud, Salesforce Einstein
Salesforce Release Notes
30Nov

Salesforce’s Off Schedule Releases

Salesforce introduces features and enhancements far more frequently than three times a year for certain products. To help you stay updated on the latest developments on Salesforce off schedule releases. Let’s deep dive into these feature enhancements, with updates occurring as frequently as monthly, right in the seasonal release notes. As you navigate through the content, remember the following points: For instance, the Spring ’24 release commences its rollout to customer instances in mid-January 2024. Release notes for features introduced in January or February are linked under a topic named “February ’24 Release,” while those for features launched in March 2024 are found under the “March ’24 Release” topic. Salesforce off schedule releases can really sneak up on users and admins if they don’t stay in the know. Now you know. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 30, 2023in Salesforce
Salesforce Shield Data Monitoring and Encryption
29Nov

Salesforce Shield Encryption

Salesforce Uses a symmetric encryption key to encrypt the customer data that it stores. (The symmetric encryption used isAES with 256-bit keys using CBC mode, PKCS5 padding, and random initialization vector (IV).) Salesforce Shield Encryption works in this way. 1) There are three channels to enter data into Salesforce.com. One: user via desktop using a browser, two: users via mobile device or three: a system making an API call directly into Salesforce. 2) The Application servers in the salesforce data centers serve as a gateway to intercepting requests coming in determining which data elements should be encrypted or decrypted and then applying the appropriate encryption credentials. The Data Encryption Key (which is also the decryption key) is never transmitted or even written to disk (persisted). 3) It is created/derived in the Salesforce Platform and never leaves. It is created in a component of the platform called the Key Derivation Server. The Encryption key is derived/created from a combination of a Salesforce component and customer/tenant specific component. These are called secrets. Sometimes they are also referred to as key fragments. 4) The Encryption key in Salesforce Shield Encryption is generated from the master secret (Salesforce component) and the tenant secret (customer component) using PBKDF2 (Password-Based Key Derivation Function 2). 5) The Derived data encryption key is then securely passed to the encryption service and held in the cache of an application server. – Salesforce Retrieve The Data Encryption Key from the cache and performs the encryption. – To decrypt the data Salesforce Reads the encrypted data from the database and if the encryption (decryption) key is not in the cache then it needs to derive it again using the associated tenant secret, and then it decrypts using the key and the associated iv. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 29, 2023in Data, Salesforce, Salesforce Managed Services, Salesforce Shield
what is net promoter score
23Nov

What is Net Promoter Score

What is net promoter score and what does it really tell you? Here’s a breakdown of the pros and cons of tracking Net Promoter Score (NPS): Pros: Cons: In summary, while NPS offers valuable insights into customer loyalty and satisfaction, it’s essential to recognize its limitations and complement it with other metrics and qualitative feedback for a holistic understanding of the customer experience. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 23, 2023in Salesforce
Tableau Pulse
21Nov

Effectively Using Tableau Pulse

Here are several tips to guide you in effectively using Tableau Pulse: Begin with essential metrics, allowing users to adapt to Pulse gradually before introducing more features. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 21, 2023in Salesforce, Salesforce Tableau
Salesforce
20Nov

Technology for Sales Enablement

The signs are apparent that the upcoming years, particularly 2024, may pose challenges for sales organizations. Salesforce and Tectonic offer sales enablement technology to help bridge the gap between sales quotas and realities. Effective sales enablement technology can enhance close rates by an average of 35%. It encompasses tools ensuring that any sales representative can easily access the right content, share it with prospects, and track prospect engagement, providing full visibility for sales management. Beyond this, a comprehensive suite of sales enablement tools offers learning resources, selling insights, centralized content, and collaboration features, all consolidated in one platform. Salesforce’s recent benchmarking of companies with a formal coaching process for sales reps supported by technology highlights components like: Emergence of Sales Enablement Suites While early sales enablement initiatives involved loosely connected point solutions, the emergence of sales enablement suites is becoming prominent. Salesforce’s recent release, Enablement, fully integrated with Sales Cloud, covers all key areas. With the challenges of selling in a hybrid world, Salesforce’s Enablement provides revenue milestones, tailor-made templates, insights and analytics, structured enablement with drag-and-drop building, Einstein Conversation Insights utilizing the power of artificial intelligence, and tools for change management and adoption. In light of the uncertainties in the buyer/seller environment for 2023, sales leaders are under pressure to create impactful enablement tools and programs for their teams, equipped with built-in tools to measure effectiveness. Salesforce and Tectonic are poised to drive success for sales organizations through outcome-based enablement. The question remains: Are you ready for the challenge? Reflecting on this, the importance and value of optimizing sales coaching are evident. Sales organizations choosing not to do so risk compromising their sales performance at a critical time. Tectonic is prepared to implement Salesforce’s Sales Enablement with your new or existing Salesforce CRM tools, empowering your sales force. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 20, 2023in Salesforce
Transforming Healthcare with Salesforce CRM For healthcare providers, adopting a CRM platform like Salesforce Health Cloud is invaluable for managing vast amounts of patient data effectively. Health Cloud empowers healthcare professionals to create personalized, one-to-one patient journeys, enabling a deep understanding of each patient’s needs, medical history, and preferences. This approach not only fosters a patient-friendly experience but also builds a strong rapport, ensuring that patients feel valued and understood. Health Cloud also facilitates seamless collaboration among healthcare providers across different departments. When patients require support from multiple professionals, the platform ensures coordinated, comprehensive care that considers their complete medical history. This collaborative approach strengthens patient trust and streamlines operations, demonstrating a provider’s commitment to patient-centered care. As healthcare organizations strive to meet rising patient expectations, Salesforce is at the forefront of driving transformative changes. Leveraging Salesforce cloud solutions allows providers to manage patient data efficiently, deliver higher-quality care, and turn industry challenges into opportunities for improvement. Salesforce CRM has significantly boosted patient engagement and satisfaction within the healthcare sector. By automating repetitive, manual tasks, Salesforce CRM enables healthcare professionals to devote more time to patient care. Tools like Patient Management Software
09Nov

Salesforce for Healthcare Explained

Transforming Healthcare with Salesforce CRM For healthcare providers, adopting a CRM platform like Salesforce Health Cloud is invaluable for managing vast amounts of patient data effectively. Health Cloud empowers healthcare professionals to create personalized, one-to-one patient journeys, enabling a deep understanding of each patient’s needs, medical history, and preferences. This approach not only fosters a patient-friendly experience but also builds a strong rapport, ensuring that patients feel valued and understood. Health Cloud also facilitates seamless collaboration among healthcare providers across different departments. When patients require support from multiple professionals, the platform ensures coordinated, comprehensive care that considers their complete medical history. This collaborative approach strengthens patient trust and streamlines operations, demonstrating a provider’s commitment to patient-centered care. As healthcare organizations strive to meet rising patient expectations, Salesforce is at the forefront of driving transformative changes. Leveraging Salesforce cloud solutions allows providers to manage patient data efficiently, deliver higher-quality care, and turn industry challenges into opportunities for improvement. Salesforce CRM has significantly boosted patient engagement and satisfaction within the healthcare sector. By automating repetitive, manual tasks, Salesforce CRM enables healthcare professionals to devote more time to patient care. Tools like Patient Management Software foster innovation and address the evolving needs of healthcare. Organizations using Salesforce CRM can build stronger connections with patients, delivering personalized healthcare experiences that drive engagement. Leading healthcare companies, including Amgen Inc. and Aetna Inc., use Salesforce CRM to enhance patient interactions and improve healthcare delivery. Customizing Salesforce CRM provides access to detailed, up-to-date information on healthcare professionals, allowing organizations to target sales campaigns effectively and build relationships with key decision-makers in the industry. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 9, 2023in Data, Life Sciences Cloud, Salesforce, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud
Apex
07Nov

Data Types in Salesforce

Apex assigns a data type in Salesforce to all variables and expressions, such as sObject, primitive, or enum. We use these data types as required depending on the condition. Integer, Double, Long, Date, Datetime, String, ID, or Boolean are examples of primitives. Data types in Salesforce. Salesforce Data Type Range and Description Transformation Data Type AnyType Polymorphic data type that returns string, picklist, reference, boolean, currency, integer, double, percent, ID, date, datetime, URL, or email data String Base64 Base64 encoded binary data String Boolean Boolean (true/false) values Integer Byte A set of bits String Combobox Enumerated values String Currency Currency values Decimal DataCategoryGroupReference Types of category groups and unique category names String Date Date values Date/Time DateTime Date and time values Date/Time Double Double values Decimal Email Email addresses String Encrypted String Encrypted text fields contain any combination of letters, numbers, or symbols that are stored in encrypted form String ID Primary key field for a Salesforce object String Int Fields of this type contain numbers with no fraction portion Integer Master record ID of the merged record String Multipicklist Multiple-selection picklists, which provide a set of enumerated values from which you can select multiple values String Percent Percentage values Decimal Phone Phone numbers String Picklist Single-selection picklists, which provide a set of enumerated values that you can select one value from String Reference Cross-references to another Salesforce object String String Character strings String Textarea String that appears as a multiple-line text field String Time Time values Date/Time URL URL values String Data Types in Salesforce Fields come in various types, including text, number, picklist, date, and more, and they are employed to house data that pertains to a particular object. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 7, 2023in Salesforce

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