JJ Tang

Big news out of Salesforce Connections today. Salesforce continues to roll out the AI improvements, this time showing off a major upgrade to marketing and commerce! But the real game-changer? Their unified data platform and AI-powered personalization engine. Salesforce seems to be tackling two of the biggest challenges businesses face: getting all their data in one place and actually using AI to make smarter decisions. The improvements to marketing personalization and the addition of copilot is a HUGE leap forward. And the ability to automatically trigger next best offers and content that is actually personalized to the visitor takes it to the next level.  What do my colleagues in marketing think? Ready to take the plunge, or are we still in wait-and-see mode? https://sforce.co/3KcAcx3 #Salesforce #Einstein1 #AI #Personalization #Marketing

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Ground your Salesforce AI prompts To prevent bad responses. Simple. Effective. Here. Built-in Support for grounding rules is now available in 1.6, our latest release. Standardize your grounding rules - You can have a set of grounding rules that can be applied consistently to any prompt. Custom grounding supported - GPTfy always let you add your grounding to the prompt, and now you can add those custom grounding rules to the set as well. That way, a repository of tried and tested ones can be selectively applied as needed. This ensures that the AI responses are in line with your internal standards for ethics, content, privacy, and security. Learn more about this new feature in our release notes for 1.6. https://bit.ly/3UjACYA #salesforce #salescloud #servicecloud #aicloud #ai #gptfy #appexchange GPTfy

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Great article by Vernon Keenan talking about some of the new Einstein releases and the impact it will have on RevOps market. We've seen Salesforce recently take a number of steps to integrate more data sources between this announcement + Data Cloud and the deepening relationship with Snowflake. We think there is a big opportunity for an AI native company to help unite data across the enterprise sales data stack. That's where Myko comes in, as we build a proprietary knowledge graph of your data during onboarding so you have one layer than can communicate across systems.

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𝗹𝗮𝘀𝗵 𝗖𝗵𝘂𝗿𝗻 𝘄𝗶𝘁𝗵 𝗥𝗲𝗮𝗹-𝗧𝗶𝗺𝗲 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: 𝗦𝘂𝗽𝗲𝗿𝗰𝗵𝗮𝗿𝗴𝗲 𝗬𝗼𝘂𝗿 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝘄𝗶𝘁𝗵 𝗔𝗽𝗽𝗘𝗤 𝗧𝗮𝗰𝗸𝗹𝗲 𝗛𝗶𝗴𝗵 𝗖𝗵𝘂𝗿𝗻 𝗥𝗮𝘁𝗲𝘀: 𝗣𝗿𝗼𝗮𝗰𝘁𝗶𝘃𝗲 𝗔𝗽𝗽𝗿𝗼𝗮𝗰𝗵: 60% of churn is preventable with early action. Use real-time data to spot dissatisfaction early. 𝗥𝗲𝗮𝗹-𝗧𝗶𝗺𝗲 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗛𝗲𝗮𝗹𝘁𝗵: 𝗣𝗿𝗲𝗱𝗶𝗰𝘁 𝗜𝘀𝘀𝘂𝗲𝘀: AppEQ and Salesforce analyze behavior, email tone, and support queries to give a clear picture of customer health. 𝗔𝗰𝘁 𝗘𝗮𝗿𝗹𝘆: Address problems before they escalate, improving customer relationships. 𝗣𝗿𝗼𝗮𝗰𝘁𝗶𝘃𝗲 𝗠𝗼𝘃𝗲𝘀: 𝗘𝗻𝗴𝗮𝗴𝗲 𝗣𝗿𝗼𝗺𝗽𝘁𝗹𝘆: Reach out when product usage drops. 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗲 𝗦𝘂𝗽𝗽𝗼𝗿𝘁: Offer help based on sentiment analysis. 𝗖𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗲 𝗢𝗻𝗯𝗼𝗮𝗿𝗱𝗶𝗻𝗴: Tailor experiences for new customers from the start. 𝗔𝗽𝗽𝗘𝗤 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀: 𝗔𝗜 𝗗𝗲𝘁𝗲𝗰𝘁𝗶𝗼𝗻: Catch early signs of churn automatically. 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗲𝗱 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗲𝘀: Quickly address issues with automated workflows. 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗚𝘂𝗶𝗱𝗮𝗻𝗰𝗲: Follow a playbook for consistent customer success. 𝗪𝗵𝘆 𝗜𝘁 𝗠𝗮𝘁𝘁𝗲𝗿𝘀: 𝗕𝗲𝘁𝘁𝗲𝗿 𝗘𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Personalized interactions keep customers happy. 𝗟𝗼𝘄𝗲𝗿 𝗖𝗵𝘂𝗿𝗻: Preventing issues before they start reduces churn significantly. 𝗛𝗶𝗴𝗵𝗲𝗿 𝗦𝗮𝘁𝗶𝘀𝗳𝗮𝗰𝘁𝗶𝗼𝗻: Timely actions lead to happier customers. 𝗜𝗺𝗽𝗿𝗼𝘃𝗲𝗱 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆: Automation frees up your team to focus on strategic tasks. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆: Integrating AppEQ with Salesforce provides real-time insights and proactive strategies to cut churn and boost customer satisfaction. Start transforming your customer success strategy today!

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It's Salesforce Connections day 2️⃣ ! If you're attending the event, make sure to stop by the Coveo booth (519) to learn how Coveo's innovative AI Search and Generative Experiences can revolutionize your Commerce and Service strategy 👀 #SalesforceCNX #CNX #AISearch #GenAI #CX #CustomerExperience #GenerativeExperiences

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Is your AI be labeled as inaccurate? That’s why “been there, done that” matters 🤓 Here’s how smart Salesforce professionals Avoid this fate for their AI initiative. 1. Provide sufficient business context What fields are you sending, what do they mean, how should AI interpret them? Tools that let you ground CRM data into prompts make this easy. Of course we do it at GPTfy but you get the idea Offer business context to AI so it does not make assumptions. For example, AI may not know what your Field named “PO” means, but you can add this to your Prompt 2. Always send IDs If you are sending multiple levels of data, record IDs make it really easy for AI models to understand how this data relates. For example, if your are sending Account, related Opportunities, Cases, Case Comments, Activities, and records from a custom object named “Subscription”, send all the Record IDs. This lets AI do its magic, especially for summarizations, totaling amounts etc. 3. Send Metadata when you have it Field helptext, descriptions, and custom labels can be useful, provided they were documented well to begin with. If they weren’t, than don’t bother sending them. Also, the business description and meaning of a particular field on a prompt(Ref. # 1), is actually more useful. 4. Test, test, test, and validate One of the most important aspect of utilizing AI within salesforce is to test in context of a specific model by a given provider. This is especially important for LLM agnostic and bring your own model(BYOM) solutions such as GPTfy. Different LLM can have variations to the same prompt, and since generative AI is non-deterministic – meaning the results can vary for the same day and prompt-frequent Testing ensures that appropriate guard rails and grounding rules can be established around it. Curious to hear, what else would you recommend? Shout out to Ian Gotts for his thought provoking post that started this one. Thank you Ian for continuing to spread the word on AI and the possibilities ☺️ #salesforce #gptfy #ai #llm #promptengineering #generativeAI

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Just wanted to share my thoughts on the “Total Economic Impact of Salesforce Commerce Cloud Composable Storefront.” It seems like this new storefront framework is a game-changer, offering a headless front-end and a modular architecture that allows for more flexibility and faster updates. According to a Forrester Total Economic Impact study, adopting Composable Storefront can lead to a 271% ROI and a net present value of $7.46 million over 3 years.Isn't it impressive? Commerce Cloud's Composable Storefront’s modular setup allows you to innovate, rearrange, and change your storefront to meet your customers' needs. Innovadel Technologies helps you accelerate time to market, reduce risk, and drive growth by building your Composable Storefront. Let’s Discuss!

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I want Salesforce to build Gong and Gong to build Salesforce. Why? Because we need more all in-one software. This simplifies integrations. Let the big incumbents win more so we can standardize the tools and start building useful AI agents on top of them, in order to solve 90% of what knowledge workers do today, and finally level up our game (deliver value where our brain really matters) And eventually I want Rippling to build Salesforce and salesforce to build Rippling, so we can finally have an all in one ERP that is best-in-breed for every single module. We’re probably 5 years away from this dream ERP on top of which you can build your business.

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1 takeaway on Salesforce + AI after chatting With Texas Dreamin' attendees, Is unsurprisingly not new. A lot of business are not ready, Or even thinking about it seriously. But the early adopters are here, With clear use cases and $$. And early majority will Follow in another 12-18 months. I met a lot of folks who Seem to know what they are doing, With a clear view of AI-led automation. And I can tell they Are part of organizations With leadership that wants to be Drive change and make positive impact. The rest are still Asking questions, learning, And mostly curious about this AI thing. However, for a lot of folks, Gen AI seems to have crossed the chasm Of Hype, FOMO or other variants of disbelief. Perhaps the largest part of it, Is the fact that AI is a consumer first Technology - Thanks to ChatGPT / Open AI. This is where it’s different from Blockchain, Metaverse, and even Bitcoin, Because those who adopted it for personal use, Get it. Take it seriously and learn it, Or be skeptical, cynical, whatever, But the world is starting to move on, slowly. It’s good time to be at GPTfy And be part of shaping That future thinking. What are you doing on AI? #salesforce #gptfy #texasdreamin #futureofwork #ai

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Hand on heart: Have you ever seen a more intuitive and fast way to browse, download, and add Salesforce Metadata to version control from a Sandbox or Scratch Org? 👀 Play around with Hutte's "All Metadata" browser and let us know what you think of it: https://app2.hutte.io/ #salesforcedevops #salesforce

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Thanks for your support! Would be helpful to reach 1st with a few more upvotes here: https://lnkd.in/gnmsb9UF Why you have an upvote: I believe in a saying that goes, "If we support our friends who are building like the way how we support celebrities and heroes, we will have made a great support system" Enhanced Efficiency: Eliminate the need for repetitive clicks within Salesforce. Streamlined Workflow: Access and update data quickly, freeing valuable relationship-building time. Improved User Adoption: Leverage familiarity with spreadsheets to maximize team productivity. Smash that Upvote button #producthunt #productlauch #saas #sales #startup #b2b

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AI in support isn't optional; it's becoming essential. When discussing AI and GPTfy with customers, I see interesting use cases in support, not just sales. I'm curious to know what you guys think. #salesforce #servicecloud #AI #gptfy #aiforsupport

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Salesforce has received the 2023 Global Product Leadership Award in the CPQ software industry from Frost & Sullivan. Despite getting scoffed at many complexities and missing features, Salesforce CPQ has won this award, standing out for its: • innovative features • user-friendly design, and • significant impact on customer operations across industries The key highlights of this award talk about Salesforce’s: → Industry-leading CPQ software → Comprehensive Revenue Cloud portfolio → Focus on flexibility and agility → Declarative, user-friendly product design → Integration of automation and AI → Global reach and customer success → Continuous improvement and innovation → Robust financial performance → Thought leadership and market position Find the detailed report attached below: #salesforce #cpq #rlm

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I’ve got AI on the brain as Salesforce keeps rolling out its new Einstein 1 advancements. They’re generating buzz, and for good reason, but the question I keep hearing is how can we actually make use of these? Tools like prompt builder and copilot builder are powerful, no question, and could show enormous ROI…but how do we harness them beyond generic use cases? The secret lies in leveraging them to supercharge Professional Services and Customer Success within Salesforce: 1. Hyper-Personalized Customer Success: Einstein AI can analyze support tickets, past interactions, and product usage patterns. This allows your CS team to proactively suggest relevant features, training content, or expansion opportunities. Best part? It’s tailored to each customer. ✨ 2. Empowered Services Delivery: Imagine your consulting and implementation experts equipped with AI-powered insights during onboarding. They can recommend tailored configurations, pinpoint potential roadblocks, and highlight success patterns from similar customers - accelerating time-to-value. 💡 3. Bridging the Sales-CS Divide: What if Sales could use AI to instantly understand the customer's current sentiment and pain points before a handoff to PS? Einstein can analyze communication history and give a playbook directly to your project manager.🤝 The Key: Don't Treat AI as a Shiny Toy To see true ROI, we need to integrate Einstein strategically into the processes driving customer success. I hear people ignoring these as they try to scale quickly, but output is only as good as preparation: - Data Hygiene: Clean, well-structured data is essential to effectively make use of Einstein. 🧼 - Cross-Team Skill-Up: Offer AI literacy workshops for those directly leveraging its insights. 🧠 - Targeted Metrics: Track the impact on time-to-resolution, upsell rate, and implementation success.📈 Who's actually started using Einstein AI? Let's discuss real-world examples and strategies! #Salesforce #EinsteinAI #AI #customersuccess #services

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Working with ChatGPT in Salesforce? Get ready to ask a LOT of questions! Eric Dreshfield offers some best practices for making the most out of your ChatGPT. Follow us 🔔 for more tips!

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Something that was missing previously. The new layout and links of the Salesforce modules show where each module fits in the 14 skills needed to master Salesforce.

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Some great hack by Colby Ricker for troubleshooting #salesforce with AI https://lnkd.in/gYTtvq-s My favorite part is on the proactive stance SF teams can and should take instead of waiting for error messages... "While error messages may be a common use case for those looking to leverage AI in their Salesforce management, there’s another benefit to capitalizing on this technology: proactive problem solving. By using AI, Salesforce teams could determine where potential errors may be lurking and solve them before they even become an issue."

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Learn how to use the Salesforce Data Cloud connector to create integrations with MuleSoft. You’ll learn how to query, insert, and delete records from Data Cloud.

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