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Digital Transformation for Life Sciences

Salesforce Winter 25 Release for Life Sciences

The Salesforce Winter ’25 release introduces groundbreaking updates tailored to the life sciences industry. Whether you’re in pharmaceuticals, biotech, or medical devices, these innovations aim to streamline operations, enhance patient care, and strengthen stakeholder relationships. Let’s explore the key enhancements: Quote and Agreement Automation Salesforce’s advancements in Quote and Agreement Automation simplify pricing and contractual negotiations for life sciences organizations. Key benefits include: These updates not only improve operational efficiency but also reduce errors and compliance risks, helping organizations stay ahead in a highly regulated industry. Financial Assistance Programs Navigating financial support for patients can be challenging, but Salesforce is making it easier. The Winter ’25 release enhances tools for managing financial assistance programs, ensuring eligible patients get the support they need. Key features include: By easing the financial burden on patients, these updates strengthen trust and foster better patient-provider relationships. Participant Recruitment and Enrollment Recruiting and enrolling participants for clinical trials is now more efficient with Salesforce’s new AI-driven tools. Notable improvements include: These updates not only shorten recruitment timelines but also enhance the overall trial experience for participants. Patient Program Outcome Management Tracking patient outcomes is vital for life sciences companies, and Salesforce’s Patient Program Outcome Management tools deliver powerful capabilities. Features include: These tools empower organizations to make data-driven decisions, improving program effectiveness and elevating patient care. Pharmacy Benefits Verification Verifying patient benefits is often a time-consuming task. The Winter ’25 release introduces automation to streamline this process. Key highlights: By simplifying benefits verification, this update enhances efficiency for providers and ensures a smoother experience for patients. Why It Matters for Life Sciences The Winter ’25 release is a leap forward for the life sciences industry, offering tools that: From automating quotes and agreements to improving patient support and trial management, these updates empower organizations to focus on delivering exceptional care and innovation. Ready to Transform Your Salesforce Experience?Tectonic is here to help you unlock the full potential of these enhancements. Whether you’re looking to optimize patient care, streamline operations, or improve outcomes, we’ll guide you every step of the way. Contact Tectonic today to get started! 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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Scarf and Salesforce

Scarf and Salesforce

Scarf Integrates Open Source Software Tracking Platform with Salesforce At KubeCon + CloudNativeCon 2024, Scarf announced the integration of its open-source software usage tracking platform with Salesforce CRM. This integration arrives as debates around the definition and economics of open source remain a hot topic in the tech community. Scarf also introduced updates to its platform, including enhanced event data correction and flagging capabilities for improved accuracy in company matching and attribution. New data filtering options were also added for more refined data exports. The Scarf platform enables IT vendors to identify organizations consuming open-source software at significant scale, presenting opportunities to offer additional support or promote commercial add-ons for open-source tools. To date, the Scarf gateway has tracked over seven billion events, connecting usage data to specific organizations via attributes such as internet addresses. Strengthening the Open Source Ecosystem Scarf CEO Avi Press emphasized the platform’s role in maintaining the economic viability of the open-source ecosystem, often in partnership with organizations like The Linux Foundation. Without these insights, fewer IT vendors would sponsor open-source projects, Press noted, which would hinder the ecosystem’s growth and sustainability. However, the open-source community frequently experiences friction. Licensing changes by IT vendors often lead to project forks, with contributors reverting to previous licensing terms, sometimes backed by cloud providers. Press believes targeted commercial value opportunities—supported by tools like Scarf—can reduce this friction by fostering more productive engagements between vendors and organizations. Challenges and Evolving Definitions in Open Source While open source remains foundational to the tech world, it continues to face ideological and practical challenges. For decades, debates over licensing models have sparked disagreements, including the current contention around defining open-source AI models. Many models fail to disclose critical training details, leading to further disputes. Ultimately, each organization must navigate these issues by adopting its own definition of open source and deciding how best to support the ecosystem. Tools like Scarf’s platform aim to bridge gaps, enabling IT vendors and organizations to collaborate more effectively, ensuring the continued growth of open source. 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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salesforce einstein insights

Salesforce Einstein Conversation Insights

Unlocking Einstein Conversation Insights in Salesforce: Setup, Integration, and Customization In this insight, we’ll guide you through setting up Einstein Conversation Insights in Salesforce, integrating it with platforms like Zoom, managing permissions, and customizing the dataflow schedule for optimal performance. As a marketer from way back when, little gets me as excited about the future of technology than marketing tools that make us smarter and faster. What is Einstein Conversation Insights? Einstein Conversation Insights (ECI) empowers teams to analyze and identify patterns, phrases, and areas of focus within voice and video interactions. By tracking terms and extracting actionable insights, managers and representatives can prioritize follow-ups and improve decision-making through detailed call logs and actionable dashboards. No longer are we hampered by the limitations of written text! Step 1: Enabling Einstein Conversation Insights To begin utilizing Einstein Conversation Insights: Step 2: Assigning Permissions To grant users access to ECI: Step 3: Connecting Recording Providers Voice Recording Providers To analyze call recordings: Video Recording Providers For video analysis, integrate your conferencing platform: Setting Up Zoom Integration To integrate Salesforce with Zoom: Once complete, users will need to link their Zoom accounts individually. A message will confirm successful setup. Click Take me there to finalize the connection. Step 4: Exploring the Conversation Insights App After linking your Zoom account, visit the Conversation Insights App under the Analytics tab. This app provides a comprehensive view of call details, recordings, and actionable insights, empowering teams to focus on strategic improvements. Step 5: Customizing Dataflow Schedule By default, ECI updates its dataflow every eight hours, refreshing your dashboards with new insights. To modify this schedule: Frequently Asked Questions 1. What are the benefits of Einstein Conversation Insights?Einstein Conversation Insights automates the transcription and analysis of calls, identifies trends, and recommends next steps to accelerate sales cycles and free up sales staff to focus on opportunity closing efforts. 2. Does ECI record calls?No, ECI does not record calls. Instead, it analyzes existing recordings from connected providers to generate insights. 3. Are there any limitations?Yes, Salesforce allows up to 100 custom insights, with each insight accommodating a maximum of 25 keywords, each up to 255 characters long. Conclusion Einstein Conversation Insights is a game-changing tool that analyzes voice and video interactions to provide actionable insights, empowering teams to make data-driven decisions. By integrating with Salesforce and platforms like Zoom, you can effortlessly track call details, identify trends, and streamline workflows. Customizing your dataflow schedule ensures your dashboards always reflect the latest information, enhancing efficiency and enabling timely decision-making. Ready to take your insights further? Start integrating Einstein Conversation Insights today! By Tectonic MarketingOpps Director, 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

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AI’s Impact on Future Information Ecosystems

AI’s Impact on Future Information Ecosystems The proliferation of generative AI technology has ignited a renewed focus within the media industry on how to strategically adapt to its capabilities. Media professionals are now confronted with crucial questions: What are the most effective ways to leverage this technology for efficiency in news production and to enhance audience experiences? Conversely, what threats do these technological advancements pose? Is legacy media on the brink of yet another wave of disintermediation from its audiences? Additionally, how does the evolution of technology impact journalism ethics? AI’s Impact on Future Information Ecosystems. In response to these challenges, the Open Society Foundations (OSF) launched the AI in Journalism Futures project earlier this year. The first phase of this ambitious initiative involved an open call for participants to develop future-oriented scenarios that explore the potential driving forces and implications of AI within the broader media ecosystem. The project sought to answer questions about what might transpire among various stakeholders in 5, 10, or 15 years. As highlighted by Nick Diakopoulos, scenarios are a valuable method for capturing a diverse range of perspectives on complex issues. While predicting the future is not the goal, understanding a variety of plausible alternatives can significantly inform current strategic thinking. Ultimately, more than 800 individuals from approximately 70 countries contributed short scenarios for analysis. The AI in Journalism Futures project subsequently utilized these scenarios as a foundation for a workshop, which refined the ideas outlined in their report. Diakopoulos emphasizes the importance of examining this broad set of initial scenarios, which OSF graciously provided in anonymized form. This analysis specifically explores (1) the various types of impacts identified within the scenarios, (2) the associated timeframes for these impacts—whether they are short, medium, or long-term, and (3) the global differences in focus across regions, highlighting how different parts of the world emphasized distinct types of impacts. While many additional questions could be explored regarding this data—such as the drivers of impacts, final outcomes, severity, stakeholders involved, or technical capabilities emphasized—this analysis focuses primarily on impacts. Refining the Data The initial pool of 872 scenarios underwent a rigorous process of cleaning, filtering, transformation, and verification before analysis. Firstly, scenarios shorter than 50 words were excluded from consideration, resulting in 852 scenarios for analysis. Additionally, 14 scenarios that were not written in English were translated using Google Sheets. To enable geographic and temporal analysis, the country of origin for each scenario writer was mapped to their respective continents, and the free-text “timeframe” field was converted into numerical representations of years. Next, impacts were extracted from each scenario using an LLM (GPT-4 in this case). The prompts for the LLM were refined through iteration, with a clear definition established for what constitutes an “impact.” Diakopoulos defined an impact as “a significant effect, consequence, or outcome that an action, event, or other factor has in the scenario.” This definition encompasses not only the ultimate state of a scenario but also intermediate outcomes. The LLM was instructed to extract distinct impacts, with each impact represented by a one-sentence description and a short label. For instance, one impact could be described as, “The proliferation of flawed AI systems leads to a compromised information ecosystem, causing a general doubt in the reliability of all information,” labeled as “Compromised Information Ecosystem.” To ensure the accuracy of this extraction process, a random sample of five scenarios was manually reviewed to validate the extracted impacts against the established definition. All extracted impacts passed the checks, leading to confidence in scaling the analysis across the entire dataset. This process resulted in the identification of 3,445 impacts from the 852 scenarios. AI’s Impact on Future Information Ecosystems A typology of impact types was developed based on the 3,445 impact descriptions, utilizing a novel method for qualitative thematic analysis from a Stanford University study. This approach clusters input texts, synthesizes concepts that reflect abstract connections, and produces scoring definitions to assess the relevance of each original text. For example, a concept like “AI Personalization” might be defined by the question, “Does the text discuss how AI personalizes content or enhances user engagement?” Each impact description was then scored against these concepts to tabulate occurrence frequencies. Impacts of AI on Media Ecosystems Through this analytical approach, 19 impact themes emerged, along with their corresponding scoring definitions: Interestingly, many scenarios articulated themes around how AI intersects with fact-checking, trust, misinformation, ethics, labor concerns, and evolving business models. Although some concepts may not be entirely distinct, this categorization offers a meaningful overview of the key ideas represented in the data. Distribution of Impact Themes Comparing these findings with those in the OSF report reveals some discrepancies. For instance, while the report emphasizes personalization and misinformation, these themes were less prevalent in the analyzed scenarios. Moreover, themes such as the rise of AI agents and audience fragmentation were mentioned but did not cluster significantly in the analysis. To capture potentially interesting but less prevalent impacts, the clustering was rerun with a smaller minimum cluster size. This adjustment yielded hundreds more concept themes, revealing insights into longer-tail issues. Positive visions for generative AI included reduced language barriers and increased accessibility for marginalized audiences, while concerns about societal fragmentation and privacy were also raised. Impacts Over Time and Around the World The analysis also explored how the impacts varied based on the timeframe selected by writers and their geographic locations. Using a Chi-Squared test, it was determined that “AI Personalization” trends towards long-term implications, while both “AI Fact-Checking” and “AI and Misinformation” skew toward shorter-term issues. This suggests that scenario writers perceive misinformation impacts as imminent threats, likely reflecting ongoing developments in the media landscape. When examining the distribution of impacts by region, it was found that “AI Fact-Checking” was more frequently noted by writers from Africa and Asia, while “AI and Misinformation” was less prevalent in scenarios from African writers but more so in those from Asian contributors. This indicates a divergence in perspectives on AI’s role in the media ecosystem.

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Salesforce CPQ Check Up

Salesforce CPQ Check Up

A Salesforce CPQ Check Up is a comprehensive review of your system’s configuration and performance. It assesses how well your CPQ solution integrates with your business processes, highlighting any gaps hindering your sales efforts. From pricing rules to approval processes, a health check ensures seamless functionality and equips your sales reps with the tools they need to succeed.

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Insurance Brokerage Financial Services Cloud

Insurance Brokerage Financial Services Cloud

Salesforce has introduced Financial Services Cloud for Insurance Brokerages, an AI-powered platform set to launch in February 2025, designed to automate and enhance client management, policy servicing, and commission processing for insurance brokerages. Built on Salesforce’s core CRM system, Insurance Brokerage Financial Services Cloud streamlines traditionally time-consuming tasks like policy renewals, employee benefits management, and commission splits, aiming to consolidate operations and reduce operational expenses.

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user q and a

Handling Duplicate Phone Numbers in Salesforce Automations

I’m working with a list of customers in Salesforce, where duplicate detection is enabled for the phone field. When manually creating a new customer with an existing phone number, Salesforce displays a warning prompt asking if I want to proceed. The warning doesn’t block the save; it simply alerts me to the duplicate. However, when attempting to insert a record with the same phone number using MAKE, I encounter the following error: RuntimeError[400]: A duplicate record was found. Are you sure you want to create the record? This indicates that the automation is being blocked due to the duplicate detection rules. Solution Options Here are a few strategies to address this and allow the record to be inserted: Best Practices If you need help setting up any of these solutions, let Tectonic know! 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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Cybersecurity

Cybersecurity Regulations for Hospitals

Beyond the 72-hour reporting requirement, which took effect on October 2, 2024, hospitals must implement key cybersecurity measures, such as multifactor authentication and a robust incident response plan, by October 2025. These regulations currently apply only to general hospitals, excluding other healthcare facilities like nursing homes and diagnostic centers.

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AI Agents and Consumer Trust

AI Agents and Consumer Trust

Salesforce Research Highlights Rising Stakes for Trust in the AI Era Salesforce’s latest State of the AI Connected Customer research reveals a trust crisis among consumers and highlights how AI is reshaping customer expectations. With 60% of consumers believing advances in AI make trust even more essential, businesses face mounting pressure to deliver trustworthy AI experiences. The stakes are especially high as AI agents gain traction, presenting an opportunity for brands to rebuild trust and drive engagement this holiday season—particularly among Gen Z, with nearly a third open to having AI shop on their behalf. Why It Matters As the holiday shopping season approaches, brands face the dual challenge of declining consumer trust and evolving expectations. With AI projected to influence more than 0 billion in global online sales this season, getting AI right is critical. AI agents—intelligent software capable of handling customer inquiries autonomously—can boost margins and enhance customer service by addressing issues like clunky purchasing and return processes. However, trust in these agents hinges on transparency and robust data practices. Key Insights from the Research Trust Is at an All-Time Low High Expectations for Seamless Experiences Customer service remains a critical loyalty driver: Younger Consumers Are Most Open to AI Agents Generations Z and millennials lead the charge in embracing AI agents for improved shopping experiences: However, transparency remains vital: Building Confidence in AI Agents The research underscores a mixed consumer sentiment toward AI, marked by curiosity (41%) and suspicion (44%). This presents an opportunity for brands to demystify AI’s benefits: Expert Perspectives Salesforce View:“Retailers face fierce competition this season as they aim to drive higher margins and meet rising customer expectations. AI agents enable consistent, personalized experiences across channels, fostering loyalty and boosting sales.”— Michael Affronti, SVP & GM, Commerce Cloud, Salesforce Customer Experience at Saks:“Agentforce has unlocked new potential for enhancing luxury shopping. By automating routine tasks like order tracking, our teams can focus on high-touch, personalized interactions. We’re excited to see how AI continues to elevate our service.”— Mike Hite, CTO, Saks Global 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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ChatGPT and Politics?

ChatGPT and Politics?

ChatGPT has also appeared in influence operations, with groups using it to generate political content for social media. OpenAI observed an Iranian-led operation, Storm-2035, using ChatGPT to publish politically charged content about U.S. elections and global conflicts. Yet, OpenAI noted that these AI-driven influence efforts often lack audience engagement.

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being ai-driven

Being AI-Driven

Imagine a company where every decision, strategy, customer interaction, and routine task is enhanced by AI. From predictive analytics uncovering market insights to intelligent automation streamlining operations, this AI-driven enterprise represents what a successful business could look like. Does this company exist? Not yet, but the building blocks for creating it are already here. To envision a day in the life of such an AI enterprise, let’s fast forward to the year 2028 and visit Tectonic 5.0, a fictional 37-year-old mid-sized company in Oklahoma that provides home maintenance services. After years of steady sales and profit growth, the 2,300-employee company has hit a rough patch. Tectonic 5.0’s revenue grew just 3% last year, and its 8% operating margin is well below the industry benchmark. To jumpstart growth, Tectonic 5.0 has expanded its product portfolio and decided to break into the more lucrative commercial real estate market. But Tectonic 5.0 needs to act fast. The firm must quickly bring its new offerings to market while boosting profitability by eliminating inefficiencies and fostering collaboration across teams. To achieve these goals, Tectonic 5.0 is relying on artificial intelligence (AI). Here’s how each department at Tectonic 5.0 is using AI to reach these objectives. Spot Inefficiencies with AI With a renewed focus on cost-cutting, Tectonic 5.0 needed to identify and eliminate inefficiencies throughout the company. To assist in this effort, the company developed a tool called Jenny, an AI agent that’s automatically invited to all meetings. Always listening and analyzing, Jenny spots problems and inefficiencies that might otherwise go unnoticed. For example, Jenny compares internal data against industry benchmarks and historical data, identifying opportunities for optimization based on patterns in spending and resource allocation. Suggestions for cost-cutting can be offered in real time during meetings or shared later in a synthesized summary. AI can also analyze how meeting time is spent, revealing if too much time is wasted on non-essential issues and suggesting ways to have more constructive meetings. It does this by comparing meeting summaries against the company’s broader objectives. Tectonic 5.0’s leaders hope that by highlighting inefficiencies and communication gaps with Jenny’s help, employees will be more inclined to take action. In fact, it has already shown considerable promise, with employees being five times more likely to consider cost-cutting measures suggested by Penny. Market More Effectively with AI With cost management underway, Tectonic 5.0’s next step in its transformation is finding new revenue sources. The company has adopted a two-pronged approach: introducing a new lineup of products and services for homeowners, including smart home technology, sustainable living solutions like solar panels, and predictive maintenance on big-ticket systems like internet-connected HVACs; and expanding into commercial real estate maintenance. Smart home technology is exactly what homeowners are looking for, but Tectonic 5.0 needs to market it to the right customers, at the right time, and in the right way. A marketing platform with built-in AI capabilities is essential for spreading the word quickly and effectively about its new products. To start, the company segments its audience using generative AI, allowing marketers to ask the system, in natural language, to identify tech-savvy homeowners between the ages of 30 and 60 who have spent a certain amount on home maintenance in the last 18 months. This enables more precise audience targeting and helps marketing teams bring products to market faster. Previously, segmentation using legacy systems could take weeks, with marketing teams relying on tech teams for an audience breakdown. Now, Tectonic 5.0 is ready to reach out to its targeted customers. Using predictive AI, it can optimize personalized marketing campaigns. For example, it can determine which customers prefer to be contacted by text, email, or phone, the best time of day to reach out, and how often. The system also identifies which messaging—focused on cost savings, environmental impact, or preventative maintenance—will resonate most with each customer. This intelligence helps Tectonic 5.0 reach the optimal customer quickly in a way that speaks to their specific needs and concerns. AI also enables marketers to monitor campaign performance for red flags like decreasing open rates or click-through rates and take appropriate action. Sell More, and Faster, with AI With interested buyers lined up, it’s now up to the sales team to close deals. Generative AI for sales, integrated into CRM, can speed up and personalize the sales process for Tectonic 5.0 in several ways. First, it can generate email copy tailored to products and services that customers are interested in. Tectonic 5.0’s sales reps can prompt AI to draft solar panel prospecting emails. To maximize effectiveness, the system pulls customer info from the CRM, uncovering which emails have performed well in the past. Second, AI speeds up data analysis. Sales reps spend a significant amount of time generating, pulling, and analyzing data. Generative AI can act like a digital assistant, uncovering patterns and relationships in CRM data almost instantaneously, guiding Tectonic 5.0’s reps toward high-value deals most likely to close. Machine learning increases the accuracy of lead scoring, predicting which customers are most likely to buy based on historical data and predictive analytics. Provide Better Customer Service with AI Tectonic 5.0’s new initiatives are progressing well. Costs are starting to decrease, and sales of its new products are growing faster than expected. However, customer service calls are rising as well. Tectonic 5.0 is committed to maintaining excellent customer service, but smart home technology presents unique challenges. It’s more complex than analog systems, and customers often need help with setup and use, raising the stakes for Tectonic 5.0’s customer service team. The company knows that customers have many choices in home maintenance providers, and one bad experience could drive them to a competitor. Tectonic 5.0’s embedded AI-powered chatbots help deliver a consistent and delightful autonomous customer service experience across channels and touchpoints. Beyond answering common questions, these chatbots can greet customers, serve up knowledge articles, and even dispatch a field technician if needed. In the field, technicians can quickly diagnose and fix problems thanks to LLMs like xGen-Small, which

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Salesforce Flow Tests

Salesforce Flow is Here

Hello, Salesforce Flow. Goodbye, Workflow Rules and Process Builder. As Bob Dylan famously sang, “The times they are a-changin’.” If your nonprofit is still relying on Workflow Rules and Process Builder to automate tasks in Salesforce, it’s time to prepare for change. These tools are being retired, but there’s no need to panic—Salesforce Flow, a more powerful, versatile automation tool, is ready to take the lead. Why Move to Salesforce Flow? Salesforce is consolidating its automation features into one unified platform: Flow. This shift comes with significant benefits for nonprofits: What This Means for Nonprofits While existing Workflow Rules and Process Builders will still function for now, Salesforce plans to end support by December 31, 2025. This means no more updates or bug fixes, and unsupported automations could break unexpectedly soon after the deadline. To avoid disruptions, nonprofits should start migrating their automations to Flow sooner rather than later. How to Transition to Salesforce Flow Resources to Simplify Migration: Planning Your Migration: Start by auditing your existing automations to determine which Workflow Rules and Process Builders need to be transitioned. Think strategically about how to improve processes and leverage Flow’s expanded capabilities. What Can Flow Do for Your Nonprofit? Salesforce Flow empowers nonprofits to automate processes in innovative ways: Don’t Go It Alone Transitioning to Salesforce Flow may seem overwhelming, but it’s a chance to elevate your nonprofit’s automation capabilities. Whether you need help with migration tools, strategic planning, or Flow development, you don’t have to do it alone. Reach out to our support team or contact us to get started. Together, we can make this transition seamless and set your nonprofit up for long-term success with Salesforce Flow. 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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AI Agents and Digital Transformation

Ready for AI Agents

Brands that can effectively integrate agentic AI into their operations stand to gain a significant competitive edge. But as with any innovation, success will depend on balancing the promise of automation with the complexities of trust, privacy, and user experience.

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