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Power BI
18Sep

Connect Salesforce and Power BI

Hello, Im trying to connect a filtered case list (https://company.lightning.force.com/lightning/o/Case/list?filterName=blahblah) containing customer reviews in the case description into a Power BI table and connect it to my AI Hub custom prompt bot that categorises text. Ideally, when new cases get added to that filtered list –  the Power BI table automatically refreshes with the case id, subject, description and an additional column where the categorised text gets added in. eg) Case ID Case Subject Case description Category 332432 AAAA blah blah customer complaint 4243242 BBBB something product quality 424234 CCCC bleh customer praise Thanks! You might find it helpful to follow these steps: 1. Connect Salesforce filtered case list to Power BI. 2. Use Power Apps AI Builder to categorise case descriptions: 3. Configure Power BI to automatically refresh for the latest classification results. 4. Displaying Classified Data in Power BI 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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September 18, 2024in Data, Salesforce, Salesforce User Questions
Salesforce and IBM Partnership
17Sep

Salesforce and IBM Partnership

Salesforce and IBM are advancing their longstanding partnership by focusing on transforming sales and service processes with AI, particularly for organizations in regulated industries that seek to leverage enterprise data for automation. The collaboration aims to deliver pre-built AI agents and tools that integrate seamlessly within customers’ IT environments, enabling them to use their proprietary data while maintaining full control over their systems. By merging Salesforce’s Agentforce, a suite of autonomous agents, with IBM’s watsonx capabilities, the partnership will empower businesses to utilize AI agents within their daily applications. IBM’s watsonx Orchestrate will enhance Agentforce with autonomous agents that improve productivity, security, and regulatory compliance. Additionally, IBM customers will have the ability to interact with these agents via Slack, facilitating dynamic conversational experiences. Planned integrations between Salesforce Data Cloud and IBM Data Gate for watsonx will enable access to business data from IBM Z mainframes and Db2 databases, supporting AI workflows across the Agentforce platform. This integration will enhance data analysis and fuel AI-driven processes. Customers will also benefit from a broader range of AI model and deployment options through integration with IBM watsonx.ai. This will include access to IBM’s Granite foundation models, designed for enterprise applications. Enhancing Business Automation with Tailored Autonomous Agents Through the Agentforce Partner Network, businesses can develop and customize AI agents to interact with various enterprise tools and platforms. These agents are designed to perform multi-step tasks, make decisions based on triggers or interactions, and seek user approval for actions beyond their scope. They will help automate routine tasks, increase efficiency, streamline operations, and enhance customer service. IBM’s watsonx Orchestrate will integrate with Salesforce Agentforce to develop new pre-built agents for specific business challenges. These agents will leverage data and AI from both Salesforce and IBM to address various needs: Expanding Data Integration for AI Salesforce and IBM are also advancing data integration strategies through the Zero Copy integration between Salesforce Data Cloud and watsonx.data. This allows data to remain in place while being utilized for AI use cases, without duplication. Joint customers, particularly in financial services, insurance, manufacturing, and telecommunications, will leverage this integration to access and use mainframe datasets from IBM Z and Db2 databases on Salesforce’s platform. IBM will be the first Zero Copy partner to facilitate data flow between IBM Z and Salesforce Cloud, offering secure access to critical enterprise data and enhancing AI agent functionality. With IBM Z handling over 70% of global transaction value, this partnership ensures high standards of security, privacy, and compliance. Improving Efficiency with Slack and IBM watsonx Orchestrate IBM customers will now engage with watsonx Orchestrate agents directly within Slack, supporting AI app experiences with a new interface. This integration allows for seamless interaction with AI agents, automating tasks and enhancing collaboration across systems without leaving Slack. Expanding AI Model and Deployment Options with watsonx.ai A new integration with watsonx.ai will enable customers to deploy customized large language models (LLMs) within Salesforce Model Builder. This includes access to a range of third-party models and IBM’s Granite foundation models, which offer transparency and compliance with regulatory requirements. IBM Granite models are expected to be available within the Salesforce ecosystem by October. Partnering with IBM Consulting for Tailored AI Solutions IBM Consulting will leverage its expertise in Salesforce and AI to help joint customers accelerate the implementation of Agentforce. Through IBM Consulting Advantage, the AI-powered delivery platform, businesses will receive support in selecting, customizing, deploying, and scaling AI agents to meet specific industry needs. Customer Perspective Tectonic is transforming its service stations into preferred journey stops with the help of Salesforce and IBM. The collaboration offers unprecedented flexibility in AI utilization, enabling Tectonic to deliver hyper-personalized services through Agentforce and IBM’s watsonx AI, enhancing customer engagement and 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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September 17, 2024in Agentforce Platform, Data, Enterprise, Salesforce, Salesforce Data Cloud
Triggering a Refresh of the Einstein Next Best Action
16Sep

Triggering a Refresh of the Einstein Next Best Action

How to Force a Refresh of the Einstein Next Best Action Component User Question: “Hi folks, is there a way to force a refresh of the Einstein Next Best Action component in the service console? I tried re-executing my recommendation strategy flow, but the recommendation didn’t change, even though the flow picked a new one. I also triggered the lightning:nextBestActionsRefresh event from an Aura component, but that didn’t work either.” Triggering a Refresh of the Einstein Next Best Action (NBA) Component Einstein Next Best Action (NBA) is designed to react dynamically to changes in Salesforce, updating its recommendations. While refreshing the entire page works, there are more efficient methods to trigger a refresh in a more subtle, automatic way. Trigger 1: Automatic Refresh Based on Record Changes If a field on the record is modified, the NBA component automatically refreshes to show updated recommendations. Trigger 2: Refresh Triggered by Flow on the Same Page NBA also refreshes if a flow changes a related object. For example, if a flow modifies a related Survey record, the NBA component on the current record page will refresh. This smart refresh is facilitated by Salesforce’s Lightning cache, though it may not apply in all scenarios. Trigger 3: Community Cloud Event Integrations NBA can refresh via special event integrations in Salesforce Community Cloud pages. Trigger 4: Using a Lightning Component on the Same Page The NBA component listens for the lightning:nextBestActionsRefresh event. When triggered, it sends a new request to the NBA strategy execution endpoint. If the updated strategy returns new recommendations, the component refreshes automatically. This works on both Lightning Experience and Communities pages. To fire the event from a Lightning component, add this tag: htmlCopy code<aura:registerEvent name=”refreshEvent” type=”markup://lightning:nextBestActionsRefresh”/> Make sure the event includes the correct recordId in its payload. The component will only refresh if the event’s recordId matches the current record page. Example Code for Firing the Event: javascriptCopy codefunction(component, event, helper) { var appEvt = $A.get(“e.lightning:nextBestActionsRefresh”); if (!$A.util.isEmpty(component.get(“v.myRecordId”))) { appEvt.setParam(“recordId”, component.get(“v.myRecordId”)); } appEvt.fire(); } Trigger 5: Flow Firing the Application Event If your flow doesn’t modify related records but you still want to refresh NBA, you can trigger the nextBestActionsRefresh event from a Lightning component on a flow screen. This will prompt NBA to refresh. Trigger 6: Using Platform Events Platform events enable any event in Salesforce or an external system to trigger an NBA refresh. This is useful for real-time updates, like dynamically changing recommendations based on supply chain or ERP changes. One example involved updating recommendations based on customer sentiment detected during call recordings. By implementing these methods, you can ensure the NBA component remains responsive and up-to-date across various use cases. 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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September 16, 2024in Salesforce, Salesforce Einstein, Salesforce Implementation Services, Salesforce User Questions
Salesforce Advanced AI Models
14Sep

Salesforce Advanced AI Models

Salesforce has introduced two advanced AI models—xGen-Sales and xLAM—designed to enhance its Agentforce platform, which seamlessly integrates human agents with autonomous AI for greater business efficiency. xGen-Sales, a proprietary AI model, is tailored for sales tasks such as generating customer insights, summarizing calls, and managing pipelines. By automating routine sales activities, it enables sales teams to focus on strategic priorities. This model enhances Agentforce’s capacity to autonomously handle customer interactions, nurture leads, and support sales teams with increased speed and precision. The xLAM (Large Action Model) family introduces AI models designed to perform complex tasks and trigger actions within business systems. Unlike traditional Large Language Models (LLMs), which focus on content generation, xLAM models excel in function-calling, enabling AI agents to autonomously execute tasks like initiating workflows or processing data without human input. These models vary in size and capability, from smaller, on-device versions to large-scale models suitable for industrial applications. Salesforce AI Research developed the xLAM models using APIGen, a proprietary data-generation pipeline that significantly improves model performance. Early xLAM models have already outperformed other large models in key benchmarks. For example, the xLAM-8x22B model ranked first in function-calling tasks on the Berkeley Leaderboards, surpassing even larger models like GPT-4. These AI innovations are designed to help businesses scale AI-driven workflows efficiently. Organizations adopting these models can automate complex tasks, improve sales operations, and optimize resource allocation. The non-commercial xLAM models are available for community review on Hugging Face, while proprietary versions will power Agentforce. xGen-Sales has completed its pilot phase and will soon be available for general use. 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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September 14, 2024in Agentforce Platform
Salesforce Validation Rules
07Sep

Salesforce Validation Rules Explained

When to Use (and Avoid) Salesforce Validation Rules Ensuring quality data in Salesforce is crucial, but finding the right balance between enforcing data integrity and maintaining a smooth user experience can be challenging. Both Flows and validation rules play important roles in this process. The Role of Validation Rules and Flows in Data Management Salesforce administrators must carefully consider the impact of data validation methods. Some approaches prevent records from being saved if certain conditions aren’t met, while others allow the process to continue and address issues later. Sales teams, in particular, may find it frustrating to be slowed down by data entry requirements, but there are situations where enforcing specific data formats or ranges is essential. This is where Salesforce validation rules come into play. For more complex processes, especially those managed by automation, Flows offer a solution that allows records to be corrected without interrupting the workflow. The Purpose of Validation Rules Validation rules in Salesforce are used to enforce specific data requirements by preventing the record from being saved if certain conditions are not met. For instance, a simple validation rule might require a field value to be between 10 and 100: scssCopy codeOR( Your_Field__c < 10, Your_Field__c > 100 ) Validation rules are typically applied to a single field or a combination of fields, and they are especially useful when a user must enter specific information, such as a description for a unique discount type. How Flows Offer Flexibility Salesforce Flows have evolved into a robust alternative to validation rules, providing more flexibility in how data is managed. Flows can be configured to check conditions before or after a record is saved, allowing for automatic corrections without blocking the save. For example, a Flow could assign a default value if the user fails to enter one or perform a lookup to populate a field. Flows also allow records to be saved even if they would otherwise trigger a validation rule. This capability is particularly valuable for automated processes, as it prevents errors from halting updates made by tools like Fivetran, Hightouch, or Zapier. Balancing User Experience with Data Validation Validation rules are designed with the user in mind, serving as reminders to ensure that necessary information is entered. However, if these rules are too restrictive or unclear, they can hinder productivity. One common challenge arises when trying to enforce constraints on date fields, such as ensuring a follow-up task is scheduled within a certain time frame. While a validation rule can prevent a date field from being left blank, Salesforce does not allow a rule to simultaneously enforce non-blankness and a specific date calculation. To address this, a combination of validation rules and Flows can be used: Key Takeaway Balancing the use of validation rules and Flows is essential for effective data management in Salesforce. Validation rules are useful for enforcing critical data entry requirements, while Flows offer the flexibility to correct issues automatically. By focusing on the user experience, administrators can determine the optimal combination of these features to maintain data integrity without disrupting workflow. 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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September 7, 2024in Salesforce
Change The Flow
05Sep

Change The Flow

Salesforce has long been a leader in providing tools to automate business processes, with Workflow Rules and Process Builder as the go-to solutions for many organizations. However, as business demands grow more complex, Salesforce has introduced Flow—a more powerful and flexible automation tool that’s quickly becoming the standard. This insight will explore the key differences between Salesforce Flow, Process Builder, and Workflow Rules, and why Flow is considered the future of Salesforce automation. Workflow Rules: The Foundation of Salesforce Automation For years, Workflow Rules served as a reliable tool for automating basic tasks in Salesforce. Based on simple “if/then” logic, Workflow Rules automate actions such as sending email alerts, updating fields, and creating tasks. While effective for straightforward needs, Workflow Rules have significant limitations. They can’t create or update related records, and each rule can only trigger a single action—constraints that hinder more complex business processes. Process Builder: A Step Up in Complexity and Functionality Process Builder was introduced as a more advanced alternative to Workflow Rules, offering a visual interface that simplifies building automations. It allows for multiple actions to be triggered by a single event and supports more complex logic, including branching criteria. Process Builder also introduces a broader set of actions, such as creating records, posting to Chatter, and invoking Apex code. However, as businesses pushed Process Builder’s capabilities, its limitations in terms of performance and scalability became clear. Salesforce Flow: The Future of Automation Salesforce Flow combines the capabilities of both Workflow Rules and Process Builder while introducing powerful new features. Flows can automate nearly any process within Salesforce, from simple tasks like updating records to intricate workflows involving multiple objects and even external systems. Flow can be triggered by a variety of events, including record changes, scheduled times, and platform events, providing far more flexibility than its predecessors. One of Flow’s key strengths is its versatility. It can include screen elements for user interaction or run entirely in the background, making it suitable for a wide range of use cases. Whether automating internal processes or creating customer-facing applications, Flow’s adaptability shines. Salesforce continues to enhance Flow, closing the feature gaps that once existed between Flow and the older automation tools. This, coupled with a clear migration path, makes Flow the logical choice for the future. Why Salesforce Flow is the Way Forward Salesforce has already announced plans to retire Workflow Rules and Process Builder in favor of Flow, signaling a shift toward a more unified and scalable automation platform. Businesses still relying on the older tools should transition to Flow sooner rather than later. Not only will this ensure continued support and access to new features, but it will also allow organizations to leverage Salesforce’s most advanced automation tool. When comparing Salesforce Flow vs. Process Builder and Workflow Rules, it’s evident that Flow offers the most robust, flexible, and future-proof solution. Its ability to handle complex processes and its continuous enhancements make it the ideal choice for modern businesses. As Salesforce phases out Workflow Rules and Process Builder, migrating to Flow will equip your organization with the latest in automation capabilities. Ready to Make the Switch? Start exploring Salesforce Flow today and discover how it can transform your business processes for the better. Contact Tectonic for assistance. 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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September 5, 2024in Salesforce
Data Integration with AWS Glue
04Sep

Data Integration with AWS Glue

The rapid rise of Software as a Service (SaaS) solutions has led to data silos across different platforms, making it challenging to consolidate insights. Effective data analytics depends on the ability to seamlessly integrate data from various systems by identifying, gathering, cleansing, and combining it into a unified format. AWS Glue, a serverless data integration service, simplifies this process with scalable, efficient, and cost-effective solutions for unifying data from multiple sources. By using AWS Glue, organizations can streamline data integration, minimize silos, and enhance agility in managing data pipelines, unlocking the full potential of their data for analytics, decision-making, and innovation. This insight explores the new Salesforce connector for AWS Glue and demonstrates how to build a modern Extract, Transform, and Load (ETL) pipeline using AWS Glue ETL scripts. Introducing the Salesforce Connector for AWS Glue To meet diverse data integration needs, AWS Glue now supports SaaS connectivity for Salesforce. This enables users to quickly preview, transfer, and query customer relationship management (CRM) data, while dynamically fetching the schema. With the Salesforce connector, users can ingest and transform CRM data and load it into any AWS Glue-supported destination, such as Amazon S3, in preferred formats like Apache Iceberg, Apache Hudi, and Delta Lake. It also supports reverse ETL use cases, enabling data to be written back to Salesforce. Key Benefits: Solution Overview For this use case, we retrieve the full load of a Salesforce account object into a data lake on Amazon S3 and capture incremental changes. The solution also enables updates to certain fields in the data lake and synchronizes them back to Salesforce. The process involves creating two ETL jobs using AWS Glue with the Salesforce connector. The first job ingests the Salesforce account object into an Apache Iceberg-format data lake on Amazon S3. The second job captures updates and pushes them back to Salesforce. Prerequisites: Creating the ETL Pipeline Step 1: Ingest Salesforce Account Object Using the AWS Glue console, create a new job to transfer the Salesforce account object into an Apache Iceberg-format transactional data lake in Amazon S3. The script checks if the account table exists, performs an upsert if it does, or creates a new table if not. Step 2: Push Changes Back to Salesforce Create a second ETL job to update Salesforce with changes made in the data lake. This job writes the updated account records from Amazon S3 back to Salesforce. Example Query sqlCopy codeSELECT id, name, type, active__c, upsellopportunity__c, lastmodifieddate FROM “glue_etl_salesforce_db”.”account”; Additional Considerations You can schedule the ETL jobs using AWS Glue job triggers or integrate them with other AWS services like AWS Lambda and Amazon EventBridge for advanced workflows. Additionally, AWS Glue supports importing deleted Salesforce records by configuring the IMPORT_DELETED_RECORDS option. Clean Up After completing the process, clean up the resources used in AWS Glue, including jobs, connections, Secrets Manager secrets, IAM roles, and the S3 bucket to avoid incurring unnecessary charges. Conclusion The AWS Glue connector for Salesforce simplifies the analytics pipeline, accelerates insights, and supports data-driven decision-making. Its serverless architecture eliminates the need for infrastructure management, offering a cost-effective and agile approach to data integration, empowering organizations to efficiently meet their analytics needs. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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September 4, 2024in Salesforce
Slack Automation with New Workflow Features
02Sep

Slack Automation with New Workflow Features

Salesforce Expands Slack Automation with New Workflow Features Salesforce has introduced new capabilities in Slack, allowing customers to build workflows that automatically trigger when an event occurs in third-party apps like PagerDuty, Asana, Bitbucket, and others. This update also enhances the user experience, making it more intuitive to create workflows in Slack. Users now have access to over 50 plug-and-play templates tailored to common productivity tasks. Additionally, developers gain access to more coding languages and tools for building custom workflows, which can be easily shared with their teams. Why It Matters Key Highlights Workflow Builder, Slack’s no-code automation tool, empowers users to streamline tasks directly within Slack, reducing the burden on IT teams. Salesforce highlights the following new features: From Slack’s Perspective Slack has also made it easier to customize workflows with expanded developer tools. Developers can now build custom steps using open APIs and new developer resources, integrating these steps into Workflow Builder. These tools support additional programming languages, including JavaScript, TypeScript, Python, and Java, further enhancing the flexibility of custom workflows. According to Rob Seaman, Slack’s Chief Product Officer, “At Slack, one of our product principles is ‘don’t make me think.’ We’re applying that to automation, making it intuitive and delightful for everyone. These new features empower both developers and end users to automate any business process across their apps seamlessly in Slack.” What This Means for Businesses As companies seek ways to increase productivity without overloading IT teams, automation has become a critical solution. Tools like Slack’s no-code Workflow Builder enable users of any skill level to automate repetitive tasks, freeing up time for more strategic work. This is particularly important in an era where skilled workers, especially in data science and programming, are in short supply. The expanded capabilities in Workflow Builder make it easier to create powerful workflows that integrate with third-party systems. In addition, Salesforce has expanded Slack AI, initially launched in April as an add-on for paying customers, to support multiple languages, including Japanese and Spanish. This ongoing development strengthens Slack’s position as a central hub for workplace automation. 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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September 2, 2024in Salesforce
Connected Vehicles
29Aug

Connected Vehicles

Revolutionizing the Automotive Industry: Salesforce’s Connected Car App The automotive industry has always been a beacon of innovation, consistently pushing the boundaries to enhance the driving experience. From the iconic Model T and the assembly line to today’s electric and autonomous vehicles, the evolution of automobiles has been driven by an unyielding pursuit of progress. I actually purchased a new-to-me car today, and with the connected vehicle on the horizon I’m kind of glad I’ll be able to upgrade in a couple years. Bluetooth and back up cameras are great. But a car that can tell the dealership to get me on the horn before some automotive calamity occurs? The future is here, my friends. Connected Vehicles for Better Experiences Now, as digital transformation reshapes industries, a new chapter is emerging in automotive innovation: the connected car. Leading this charge is Salesforce, a global powerhouse in customer relationship management (CRM), with the introduction of its groundbreaking Connected Car App, poised to redefine in-car experiences for both drivers and passengers. From my personal buying experience today, the car business could use some customer relationship management! The Future of In-Car Connectivity Salesforce’s Connected Car App is more than just a technological enhancement; it represents a fundamental shift in how we interact with our vehicles. By leveraging Salesforce’s Customer 360 platform, this app creates personalized, engaging experiences that go far beyond traditional automotive features. The Connected Car App is designed to make every journey more intuitive and efficient, offering real-time insights and services tailored to the unique needs of each driver. Whether it’s maintenance alerts, optimized route suggestions based on traffic, or personalized entertainment options, the app transforms the car into a truly smart companion on the road. A GPS feature? I guess I can plan on deleting Waze off my phone in the near future! Powered by Salesforce Customer 360 At the heart of the Connected Car App is Salesforce’s Customer 360 platform, which delivers a comprehensive, 360-degree view of each customer. This integration ensures that the app provides tailored experiences based on a deep understanding of the driver’s preferences, habits, and history. It isn’t going to just know you by a vehicle loan number, a VIN number, or even just an email address. For instance, a driver who frequently takes long road trips might receive customized recommendations for rest stops, dining options, and attractions along their route. Meanwhile, commuters could benefit from real-time updates on traffic, weather, and parking availability. The app’s ability to anticipate and respond to the driver’s needs in real time distinguishes it from traditional in-car systems. I can just hear my car now, advising me it has been one hour since I stopped for coffee, and she’s worried about my sanity. Enhancing Customer Loyalty and Satisfaction with Connected Vehicles The Connected Car App offers significant potential to boost customer loyalty and satisfaction. By delivering a personalized driving experience, automakers can strengthen relationships with customers, transforming each driving journey into an opportunity to build brand loyalty. If Toyota is suddenly going to treat me like Shannan Hearne instead of customer # xxxxx would be ecstatic. Additionally, the app’s capability to collect and analyze data in real time opens new avenues for automakers to engage with their customers. Predictive maintenance reminders, targeted promotions, and special offers are just a few examples of how the app fosters a deeper connection between the brand and the driver. Oh, yeah. My connected vehicle app is DEFINITELY going to be talking to me about changing my oil (I’m not exactly diligent), how great the latest model of Toyota is (I drove a Corolla for 18 years and have also owned a Tacoma, a Tundra, and a Prius), and if it would add coffee coupons I would be golden. A New Era of Automotive Innovation Salesforce’s Connected Car App marks a pivotal moment in the automotive industry’s digital transformation. As vehicles become increasingly connected, the opportunities for innovation are boundless. Salesforce is at the forefront with a solution that not only enhances the driving experience but also empowers automakers to build stronger, more meaningful relationships with their customers. In a world where customer expectations are constantly growing, the Connected Car App is a game-changer. Customers, even car owners, expect their brands to know them and recognize them. By integrating Salesforce’s CRM capabilities directly into vehicles, the app creates a seamless, personalized experience that stands out. As we look ahead, it’s clear that the Connected Car App is just the beginning of an exciting new era of automotive innovation. As a marketer at heart and a technologist by trade, I’m really excited about the potential here. Connected Vehicle: A Unified Digital Foundation Salesforce’s Connected Vehicle platform provides automakers with a unified, intelligent digital foundation, enabling them to reduce development time and roll out features and updates faster than ever before. This platform allows seamless integration of vehicle, Internet of Things (IoT), driver, and retail data from various sources, including AWS IoT FleetWise and Snapdragon® Car-to-Cloud Connected Services Platform, to enhance driver experiences and ensure smooth vehicle operation. Can you imagine a smart app like the Connected Vehicle talking to your loyalty apps for gas stations, convenience stores, and grocery stores? I would be driving down the interstate and the app will tell me there is a Starbucks ahead AND I have a 10% off coupon. Automakers and mobility leaders like Sony Honda Mobility are already exploring the use of Connected Vehicle to deliver better experiences for their customers. The platform’s ability to access and integrate data from any source in near real time allows automakers to personalize driver experiences, in-car offers, and safety upgrades. Why It Matters By 2030, every new vehicle sold will be connected, and the advanced, tech-driven features they provide will be increasingly important to consumers. A recent Salesforce survey revealed that drivers already consider connected features to be nearly as important as a car’s brand. Connected Vehicle accelerates this evolution, enabling automakers to immediately deliver branded, customized experiences tailored to

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August 29, 2024in Salesforce Implementation Services, Salesforce Managed Services, Salesforce Manufacturing Automotive Energy
Slack Operating System
29Aug

Slack Operating System

Slack Advances Its Work Operating System with Enhanced Automation Capabilities With 3,000 workflows created this year alone, Rivian relies on Slack’s automation features to save time and boost team productivity. Slack Operating System are making a world of difference. Salesforce has announced new innovations in Slack, making it easier for users to build automations regardless of their technical expertise. Key Updates: Why This Matters: With 71% of business leaders under pressure to increase team productivity, and 70% of IT leaders concerned that rising business demands could stifle innovation, automation is crucial. A recent survey reveals that 77% of users believe automating routine tasks would significantly boost productivity. Companies need user-friendly, no-code automation solutions that enhance productivity without overburdening IT departments. A Closer Look: Slack’s Perspective: Rob Seaman, Chief Product Officer at Slack, stated, “At Slack, one of our product principles is ‘don’t make me think.’ We’re applying that principle to the traditionally technical and time-consuming area of automation, making it an intuitive and delightful productivity driver for everyone. These new features make Slack even more powerful, giving both developers and end users the tools they need to automate any business process across their work apps.” Customer Reaction: “Automation is a core capability that increases productivity and saves time for Rivian employees when doing repetitive work. Workflow Builder allows Slack users to easily create no-code automation at any experience level. Our Slack users created approximately 3,000 workflows in 2024, with heavy adoption in Production, Operation, and Service groups,” said Anoop Narang, Head of Digital Workplace & Solutions at Rivian. Availability: The enhancements to Workflow Builder are now generally available to all customers. Other app updates you might have missed. Slack 4.40.120 August 27, 2024 Bug Fixes Slack 4.39.95 July 29, 2024 Bug Fixes Slack 4.39.93 July 18, 2024 Bug Fixes Slack 4.39.90 July 8, 2024 Bug Fixes Slack 4.39.89 June 25, 2024 Bug Fixes 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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August 29, 2024in Salesforce Slack

When to use Flow

When and Why Should You Use a Flow in Salesforce? Flow is Salesforce’s premier tool for creating configurable automation and guided user experiences. If you need to build a process that doesn’t require the complexity of Apex code, Flow should be your go-to solution. It’s versatile, user-friendly, and equipped to handle a wide range of business automation needs. Legacy tools like Process Builder and Workflow Rules are being phased out, with support ending in December 2025. While you may choose to edit existing automations in these tools temporarily, migrating to Flow should be a top priority for future-proofing your Salesforce org. Capabilities of FlowFlows allow you to: When Should You Avoid Using a Flow?Although Flow is powerful, it’s not the right choice in every scenario. Here are situations where it may not be suitable: Creating a Flow in Salesforce Pro Tips for Flow Building Flow vs. Apex: Which to Choose?Flows are simpler, faster to deploy, and accessible to admins without coding expertise. Apex, on the other hand, is suited for complex use cases requiring advanced logic or integrations. Here’s when Apex should be used instead: Why Flows Are the FutureSalesforce has positioned Flow as the central automation tool by deprecating Workflow Rules and Process Builder. With every release, Flow’s capabilities expand, making it easier to replace tasks traditionally requiring Apex. For instance: Final ThoughtsSalesforce admins should prioritize building and migrating automation to Flow. It’s a scalable and admin-friendly tool that ensures your org stays up-to-date with Salesforce’s evolving ecosystem. Whether you’re automating basic processes or tackling complex workflows, Flow provides the flexibility to meet your needs. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 28, 2024in Data, Salesforce Flow
Loan Boarding and Approval
24Aug

Loan Boarding and Approval

Streamlining Loan Boarding and Approval Processes with Salesforce Technology The financial services industry is undergoing a rapid transformation, driven by the need for greater efficiency and improved customer experiences. One area where this shift is particularly evident is in the loan boarding and approval processes. Leveraging Salesforce technology, financial institutions can streamline these essential workflows, enhancing both speed and accuracy while delivering a superior borrower experience. Understanding Loan Boarding Loan boarding is the process of transitioning a loan from its origination phase into servicing. This involves several key steps, including data entry, document management, and compliance checks. Traditionally, this process has been manual, cumbersome, and prone to errors. However, Salesforce offers robust capabilities that allow organizations to automate and optimize these tasks, significantly reducing inefficiencies. Automating Data Entry Salesforce facilitates automated data entry through its customizable forms and integration capabilities. Tools like Salesforce Flow and Apex enable businesses to create workflows that automatically populate fields based on predefined criteria or data extracted from documents using Optical Character Recognition (OCR) technology. This automation reduces manual errors and accelerates the loan boarding process. Efficient Document Management Effective document management is crucial in loan boarding. Salesforce provides a centralized platform for secure storage and easy access to all necessary documents. Features like Salesforce Files enable organizations to manage documentation efficiently, allowing for easy retrieval, sharing, and version control. This streamlined document management ensures that all relevant information is readily available throughout the loan lifecycle. Streamlining Handoff and Approval Processes After a loan is boarded, it must go through a series of approvals before disbursement. The handoff between departments such as underwriting and risk assessment can cause delays if not properly managed. Salesforce’s collaborative tools facilitate seamless communication among stakeholders, ensuring a smooth transition through the approval process. Customizable Approval Workflows Salesforce allows for the creation of customizable approval workflows, enabling organizations to define specific criteria for each stage of loan approval. This flexibility ensures that loans are reviewed by the appropriate personnel based on their complexity or risk profile. Automated alerts notify relevant team members when their input is needed, minimizing bottlenecks and keeping the process moving efficiently. Enhanced Visibility with Real-Time Dashboards One of Salesforce’s standout features is its ability to generate real-time dashboards that provide insights into various stages of the loan process. Stakeholders can monitor key metrics, such as the average time for approvals or the number of loans pending at each stage, through intuitive visualizations. This transparency promotes quicker decision-making and fosters accountability within the team. Seamless Disbursement Process Once loans are approved, the disbursement phase is the next critical step. Salesforce’s integration capabilities with payment processing systems, such as NACHA/ACH solutions, allow organizations to automate fund transfers directly within the platform, streamlining the disbursement process. Automating Payment Processing Automated triggers for payments can be set up within Salesforce, reducing the need for manual intervention. This automation speeds up the disbursement process and minimizes the risk of errors associated with manual data entry during fund transfers, ensuring a smooth and reliable process. Comprehensive Portfolio Management Managing a large loan portfolio requires meticulous tracking of various elements, including amortization schedules, repayments, interest accruals, and fees. Salesforce excels in these areas, offering tools to manage all aspects of a loan portfolio effectively. Dynamic Amortization and Repayment Schedules Salesforce enables the creation of dynamic amortization schedules tailored to individual borrower agreements, easily accessible via custom borrower portals. These portals enhance borrower engagement by providing real-time information about repayment obligations and remaining balances, improving transparency and customer satisfaction. Fee Automation Automating fee calculations within Salesforce reduces administrative burdens and ensures accurate billing according to agreed-upon terms. This feature helps avoid discrepancies and delays, providing a seamless experience for both the lender and the borrower. Risk Management and Collections In today’s volatile economic environment, effective risk management is essential for financial institutions. Salesforce’s advanced analytics and performance rating tools allow organizations to proactively identify potential risks before they escalate, enabling more informed lending decisions. Performance and Risk Ratings By analyzing historical data, Salesforce enables lenders to assign risk ratings based on borrowers’ past behaviors and external market conditions. This data-driven approach supports more accurate and strategic lending decisions, helping to mitigate risk. Effective Collections Strategies For overdue accounts, Salesforce’s task management features automate reminders and follow-ups, ensuring timely communication and effective debt recovery. Maintaining open communication channels with borrowers during the collections process is crucial for preserving relationships and achieving successful outcomes. Conclusion: Embracing Digital Transformation By embracing digital transformation through Salesforce technology, financial institutions can significantly streamline their loan boarding and approval processes. This not only enhances operational efficiency but also positions them competitively in a tech-driven marketplace, delivering the high-quality service that today’s consumers demand. Salesforce’s powerful tools enable institutions to meet the unique needs of their borrowers effectively, ensuring both efficiency and excellence in service delivery. 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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August 24, 2024in Salesforce
Can We Customize Manufacturing Cloud For Our Business
19Jul

Can We Customize Manufacturing Cloud For Our Business?

Yes, Salesforce Manufacturing Cloud Can Be Customized to Meet Your Business Needs Salesforce Manufacturing Cloud is designed to be highly customizable, allowing manufacturing organizations to tailor it to their unique business requirements. Whether it’s adapting the platform to fit specific workflows, integrating with third-party systems, or enhancing reporting capabilities, Salesforce provides robust customization options to meet the specific needs of manufacturers. Here are key ways Salesforce Manufacturing Cloud can be customized: 1. Custom Data Models and Objects Salesforce allows you to create custom objects and fields to track data beyond the standard model. This flexibility enables businesses to manage unique production metrics or product configurations seamlessly within the platform. Customization Options: 2. Sales Agreement Customization Sales Agreements in Salesforce Manufacturing Cloud can be tailored to reflect your business’s specific contract terms and pricing models. You can adjust agreement structures, including the customization of terms, conditions, and rebate tracking. Customization Options: 3. Custom Workflows and Automation Salesforce offers tools like Flow Builder and Process Builder, allowing manufacturers to automate routine tasks and create custom workflows that streamline operations. Customization Options: 4. Integration with Third-Party Systems Salesforce Manufacturing Cloud can integrate seamlessly with ERP systems (like SAP or Oracle), inventory management platforms, and IoT devices to ensure a smooth data flow across departments. Integration Options: 5. Custom Reports and Dashboards With Salesforce’s robust reporting tools, you can create custom reports and dashboards that provide real-time insights into key performance indicators (KPIs) relevant to your manufacturing operations. Customization Options: 6. Custom User Interfaces Salesforce Lightning allows you to customize user interfaces to meet the needs of different roles within your organization, such as production managers or sales teams. This ensures users have quick access to relevant data. Customization Options: Conclusion Salesforce Manufacturing Cloud provides a wide range of customization options to suit the unique needs of your manufacturing business. Whether it’s adjusting data models, automating processes, or integrating with external systems, Manufacturing Cloud can be tailored to meet your operational goals. By leveraging these customizations, manufacturers can optimize their operations, improve data accuracy, and gain real-time insights to boost efficiency. If you need help customizing Salesforce Manufacturing Cloud, Service Cloud, or Sales Cloud for your business, our Salesforce Manufacturing Cloud Services team is here to assist. 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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July 19, 2024in Data, Salesforce, Salesforce Einstein, Salesforce Manufacturing Cloud
Top AI Tools Shaping Business Success
19Mar

Top AI Tools Shaping Business Success

Top AI Tools Shaping Business Success in 2024 In the dynamic world of business, staying ahead means embracing the latest technologies. Artificial Intelligence (AI) is no longer just a buzzword—it’s a transformative force that helps businesses operate more efficiently, make smarter decisions, and enhance customer experiences. As we move through 2024, the AI tool ecosystem is rapidly expanding, offering innovative solutions to automate tasks, gain deep insights, and improve customer engagement. Below, we explore the top AI tools that are shaping the future of business. StoryChief is a comprehensive content marketing platform that simplifies the creation and distribution of content through AI. From ideation to optimization, it leverages machine learning to help businesses generate high-quality, engaging content at scale. Key Features: Pricing: Plans start with a free tier, with paid options ranging from $40 to $500 per month. Developed by OpenAI, ChatGPT is a versatile language model capable of generating human-like text. It excels in content creation, customer support, and data analysis. Key Use Cases: Pricing: API access with usage-based pricing. Perplexity AI is an advanced search engine that provides accurate, summarized answers to complex queries using natural language processing (NLP). Key Features: Pricing: Free version available, with Pro version at $20/month offering enhanced features. Zapier connects over 5,000 apps, enabling automation of repetitive tasks across your tech stack with AI-powered tools that simplify complex automations. Key Features: Pricing: Free plan available for up to 100 tasks per month; paid plans start at $19.99/month. Grammarly is an AI-driven writing assistant that enhances the quality of written communication, ensuring clarity, conciseness, and error-free content. Key Features: Pricing: Free version available; Premium plans start at $12/month for individuals and $25/user/month for businesses. Typeframes simplifies video creation with AI, turning scripts or images into professional-quality videos with animations, transitions, and voiceovers. Key Features: Pricing: Plans start at $29/month, with higher-tier options available. Chatbase enables businesses to build intelligent chatbots and virtual assistants that handle a wide range of customer service inquiries. Key Features: Pricing: Free plan available with limited message credits; paid plans start at $19/month. Secta is an AI-powered headshot generator that creates professional-quality headshots from user-submitted photos, ideal for businesses needing polished profile pictures. Key Features: Pricing: Pay-as-you-go at $49 per headshot session. Voicenotes is an AI-driven transcription tool that converts voice memos into concise summaries and action items, perfect for capturing important information efficiently. Key Features: Pricing: Free plan available; paid plans start at $10/month, with lifetime payment options. Notion AI enhances the popular Notion productivity platform with AI-powered writing assistance, content summarization, and database management. Key Features: Pricing: Available as an add-on at $10 per user per month, with discounts for annual plans. Choosing the Right AI Tools for Your Business Selecting the right AI tools involves considering several factors: By evaluating these aspects, you can effectively leverage AI to enhance efficiency, drive growth, and maintain a competitive edge in 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

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March 19, 2024in Salesforce

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