Jordan Stark’s Post

90% of your customer data is stuck in unstructured formats like PDFs and emails. With Salesforce Data Cloud Vector Database, you can integrate unstructured data sources like call transcripts, online reviews, and support tickets directly into customer profiles. This means deeper insights into customer needs without the high costs and labour. With enriched profiles, teams can easily search through vast data to enhance sales, service, marketing, and commerce experiences. For example, Einstein AI can proactively schedule service calls, help sales teams close deals faster, and drive strategic marketing campaigns. Read more here https://lnkd.in/g_eRA6cQ #CustomerExperience #AI #DataIntegration #Salesforce

Are you aware of what your data might be revealing about your customers? . . As businesses continue to evolve, data isn’t just important, it’s essential. The next few years will see an unprecedented shift in how companies leverage data and stay competitive in the market. Those who are able to use this data smartly and create personalized customer experience will lead the way. The challenge here is to not get lost in numbers and miss out on what really matters. But what if you could transform your data into clear insights that reveal what your customer truly needs? And that’s where Data Cloud comes in. I’m excited to share some updates that can help you leverage your data like never before: ✅With Data Cloud Copy Fields, you can effortlessly pull insights directly into your CRM without any complex integrations or custom coding. This will make it easier than ever to act on what your data is telling you. ✅Whether you’re just starting out or you’re an expert, building AI models has never been easier. Thanks to Model Builder, you can choose from no code, low code, or pro code options, all while leveraging your existing Data Cloud data to drive real results. ✅Imagine gaining access to 90% of the customer data hidden away in PDFs, emails, and transcripts. Vector Database makes this a reality and gives you a clearer, more comprehensive understanding of your customers. ✅You can now enrich your customer profiles with valuable insights by adding data from call transcripts, customer reviews, and support tickets. This allows you to build a complete and accurate picture of what your customers really need. ✅With the new vector database powered by generative AI, you can easily organize and analyze content to create actionable insights that drive your business forward. Handling unstructured data just got a lot simpler. Data cloud will help you in connecting the dots and make the most of your customer data in a secure way. And you will be able to provide more valuable services through your data-driven business. Looking for more? Connect with me and my team at Dreamforce, if you’re ready to understand and serve your customers better. #DataCloud #AI #CustomerInsights #Salesforce #Salesforcedatacloud #Dreamforce2024 #Leadership #BusinessGrowth #SalesforceDreamforce

🚀 Are you ready to embrace the power of AI as a Salesforce admin? In this blog post, Lisa Dick shares some of the best AI resources for admins, from data management best practices to intelligent bot building. You’ll learn how to leverage AI to enhance efficiency, decision-making, and user experience. For more details, read the full blog post by Lisa Dick 👇 and follow me on LinkedIn for more posts like this. #Salesforce #AI #Admins #salesforceadmin #salesforceai

Bobby Brilliant is at it again!! Read on to find out why this Dreamforce was different and our stance on Hybrid AI. Spoiler alert: it's available for you to do *today* on our platform, not in a year. Super proud of Bobby's team and all they've accomplished with Einstein Model Builder!! And on a product related note, safe harbor, we are working in the background to see how much we can align on and reuse AI functions across the board in Data Cloud. I'm partnering with Nathan Cho Phillip Cheung Tobias Muehlbauer Manuel Then Shravan Srinivas B Jared René Clement and Adrian Vogelsgesang to make sure we provide purpose-driven SQL functions to get internal cloud's intelligent apps up and running as soon as possible to provide a consistent end user experience for you no matter what screen you're looking at in Data Cloud. Oh and guess what, you'll be able to use them too since they'll be part of our mainline (1st class) Data Cloud SQL query engine offering. We know everyone's interested in summarization, predict, forecast but for for those of you that have more complex needs in Enterprise and don't want to move your data off-platform to process, what use cases are you looking at? Is it data quality related, ETL-related, industry-specific, crazy complex business rules or what? We are evaluating supporting User Defined Functions (UDFs) (safe harbor) and would love your use cases. Comment here or if it's confidential, email me grothman@salesforce.com Salesforce Data Cloud Rikke Hovgaard Gina Nichols Steve Brown ☁ Kathryn Baker Parks Derrick Ellis Simon Lai Rohit Dar Terry Wilson Jason Huffman David Martin Von Clark McClendon, PhD Sayantani Mitra #datacloud #query #genai #agentforce #modelbuilder #einstein #udf #functions #byoc #sql #hyper #HYbridhighPERformance #munichsqlmafia

I've been to 14 Dreamforces. 12 in person, and 2 virtually. I always look forward to the main keynote because that's when Salesforce makes all the new product announcements and sets up our latest and greatest vision. The goal is, of course, to wow our customers and show them that we're solving all their most important business challenges. However, my biggest job as a Product leader post main keynote is to unpack the vision and show off what's realistic today vs what we're building in the future. While I have to admit, some years have been harder than others to unpack the vision (and also the constant name changes that I know everyone loves), this year's Agentforce announcement felt like one of our best. We didn't just rebrand Copilots to Agents, we launched a brand new reasoning engine with topics and instructions that actually makes everything work. Rather than having to explain to each customer what Agentforce really is and give them a generic list of use cases they might be interested in, I just asked "Did you see the demo?" and then we would deep dive into their specific needs. One of the best parts of our Agentforce AI strategy is that it also includes Predictive ML models at it's core. While Generative AI large language models are truly a game changer, predictive ML is still the most efficient way to learn from data trends. That's why Einstein Studio allows customers to manage both their Generative and Predictive ML models in a single place grounded in Data Cloud Data. At Dreamforce my team and I focused a lot on showing how Agentforce can use predictive models as actions within its reasoning engine, grounded on Data Cloud data trends and statistics. If you're interested in learning more about how to create Hybrid AI applications (GenAI + traditional ML), check out this blog that Enya Lu published in the weeks leading up to Dreamforce (hence why it calls out Copilot and not Agent - thanks Salesforce Marketing 😉 ) https://lnkd.in/gf6uuwrY

Introducing Salesforce Bring Your Own Model for Databricks — a powerful new integration! Build, train, and deploy custom #AI models in Databricks and effortlessly integrate them into Salesforce to deliver intelligent and personalized customer experiences. Use cases include: ➡️ Deal Forecasting ➡️ Customer Journey Prediction ➡️ Product Recommendation Learn more about this new collaboration! #Databricks #Salesforce

What’s worse than a bad lead? A lead that wastes your time! ⏲️ Picture this, you’re an Account Manager and you’ve just received a notification of a new Customer Success Qualified Lead (CSQL). Intrigued, you check Salesforce to see what it’s all about. You and I both know there isn’t much context in Salesforce so you open Gong to find the last meeting with the customer. You spend 30 minutes trying to find when the customer mentioned the lead but nothing comes up… Frustrated, you then ping your CSM for more info. Whomp whomp — They tell you it’s probably nothing but 3 weeks ago the customer said they were ‘thinking of maybe exploring the possibility of expanding their usage next year sometime’. Cool cool cool cool. A ton of valuable time wasted -_- . Introducing Glowstick CSQL Context Finder 🎉 , our AI-powered platform will find the relevant context in your customers' conversations across a multitude of data sources and present it to you in a slick UI. Spend more time qualifying instead of Goose Chasin ™️ 🦢 #AMs #SalesOps #Glowstick #AI

Great things happen when Customer Trust is at the top of your core values. #customersuccess is about much more than Customer Success Managers. It must be a #productled investment. With a global ecosystem of partners, companies can now unlock the power of all of their data within Salesforce — creating more personalized customer interactions and establishing a foundation for trusted AI, in less time and at lower cost.

Congrats to Salesforce on launching #Agentforce today! A common question I get talking to clients and AEs alike is, "Is Data Cloud required for Agentforce?" The short answer is, "Yes and no." Agentforce does require that #DataCloud is *set up*, however, it doesn't necessarily require an *implementation*. This is mainly due to the fact that some connectivity to LLMs through Einstein Studio is part of Data Cloud (as well as I imagine some under-the-hood vector database capability is used for Einstein Data Libraries, but I don't know that for certain). This can be done as simply as provisioning the $0 SKU from the Your Account page in your org, then after it's provisioned, it should get setup automatically. You can check by going to the gears icon > Data Cloud Setup and see if the setup process has started on that page. You don't need to necessarily go any further than that to build your first agent. There's obvious benefits to building Search Indexes (Indices?) to allow #AI to search unstructured data, as well as making external data available to reference, but you won't need to worry about those bridges until you cross them. Need to know more? Check out Coastal's #1 ranked FAQ page:

✨ Salesforce announcement: Data Cloud Vector Database availability ✨ 90% of an organization’s customer data is trapped in unstructured formats like PDFs and emails. Today, we announce that Data Cloud Vector Database is now generally available to help businesses unify and unlock the power of this unstructured data to: 👉 improve prospecting 👉 respond quicker to sales RFPs 👉 personalize sales outreach and customer engagement 👉 efficiently manage customer requests 👉 improve cross-sell and upsell recommendations 👉 proactively resolve issues "With the new innovation in Data Cloud, businesses can now grow cost effectively by delivering transformative and integrated customer experiences across service, sales, marketing, AI, automation, and analytics." Rahul Auradkar, EVP & GM, Unified Data Services & Einstein, Salesforce Learn more: https://sforce.co/4e2P2E6 #DataCloud #Salesforce #StructuredData #UnstructuredData