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Exam Code: DEV-401 Building Applications with Force.com (DEV401) teaching January 2024 by Killexams.com team

DEV-401 Building Applications with Force.com (DEV401)

Test Detail:
The Salesforce DEV-401 exam, also known as "Building Applications with Force.com," is a certification exam that validates the knowledge and skills required to build custom applications on the Salesforce platform. The exam assesses candidates' understanding of the Salesforce development concepts, tools, and best practices. Here is a detailed description of the test, including the number of questions and time allocation, course outline, exam objectives, and exam syllabus.

Number of Questions and Time:
The DEV-401 exam typically consists of approximately 60 multiple-choice questions. The time allocated for the exam is 105 minutes. It's important to manage your time effectively to ensure you can answer all the questions within the given timeframe.

Course Outline:
The DEV-401 certification course covers a wide range of courses related to building applications on the Salesforce platform. The course outline typically includes the following areas:

1. Introduction to Salesforce Development:
- Overview of the Salesforce platform
- Introduction to declarative development vs. programmatic development
- Introduction to the Force.com platform and its components

2. Data Modeling and Management:
- Data model concepts and relationships
- Custom objects, fields, and relationships
- Record types and page layouts
- Data validation rules and formula fields
- Workflow rules and approval processes

3. Building Custom User Interfaces:
- Visualforce pages and components
- Apex controllers and extensions
- Custom buttons and links
- Dynamic content and user input forms

4. Business Logic and Process Automation:
- Apex triggers and trigger framework
- Batch apex and scheduled apex
- Email services and web services
- Process builder and flow builder

5. Testing and Debugging:
- Unit testing and test classes
- Debugging techniques and tools
- System logs and debug logs
- Best practices for testing and debugging

Exam Objectives:
The objectives of the DEV-401 exam are to evaluate candidates' knowledge and skills in the following areas:

1. Understanding the Salesforce platform and its components.
2. Data modeling and management using custom objects and fields.
3. Building custom user interfaces using Visualforce and Apex controllers.
4. Implementing business logic and process automation using Apex triggers and workflows.
5. Testing and debugging custom Salesforce applications.

Exam Syllabus:
The exam syllabus for the DEV-401 certification exam provides a detailed breakdown of the courses and subtopics that candidates should study. The syllabus may include:

1. Introduction to Force.com and the Salesforce Platform:
- Salesforce architecture and data model
- Custom objects and fields
- Relationships and record types

2. Building Custom User Interfaces:
- Visualforce pages and components
- Apex controllers and extensions
- Custom buttons and links

3. Data Management:
- Data import and export
- Data validation rules and formulas
- Workflow rules and approval processes

4. Business Logic and Process Automation:
- Apex triggers and trigger framework
- Batch apex and scheduled apex
- Email services and web services

5. Testing and Debugging:
- Unit testing and test classes
- Debugging techniques and tools
- System logs and debug logs

Candidates should refer to the official Salesforce DEV-401 exam documentation and study materials provided by Salesforce to ensure they have the most up-to-date information on the exam format, content coverage, and requirements. It is recommended to allocate sufficient time for exam preparation, which may include hands-on practice with the Salesforce platform, reviewing technical documentation, and taking practice exams to assess knowledge and readiness for the certification exam.
Building Applications with Force.com (DEV401)
SalesForce Applications teaching

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SalesForce
DEV-401
Building Applications with Force.com (DEV401)
https://killexams.com/pass4sure/exam-detail/DEV-401
Question: 371
SIMULATION
Building your Data Model What are the 2 types of objects?
Answer: 1.Standard objects 2.Custom objects
Question: 372
Building your Data Model True or False The limit on the number of custom fields per object depends on the
Salesforce edition.
A. True
B. False
Answer: A
Question: 373
What are the 4 Declarative Application building blocks of the User Interface? (Select all that apply)
A. Visualforce Pages
B. Applications
C. Tabs
D. Workflow
E. Page Layouts
F. Record Types
Answer: B,C,E,F
Question: 374
SIMULATION
List the 3 Declarative Application building blocks of Business Logic.
Answer: 1.Workflow 2.Validation Rules 3.Approval Processes
Question: 375
Which of the following are the 3 layers of an application? (Select all that apply)
A. User Interface
B. Business Logic
C. Business Data
D. Data Model E. Objects
Answer: A,B,D
Question: 376
Data and process-centric applications are best suited for Force.com.
A. True
B. False
Answer: A
Question: 377
SIMULATION
List the 3 layers of the Tiered design model.
Answer: 1.User Interface 2.Business Logic 3.Data Model
Question: 378
SIMULATION
What can be done with Bulk API?
Answer: Load large amounts of data into the system
Question: 379
SIMULATION
What can you do with Apex?
Answer: Write custom business logic
Question: 380
SIMULATION
What can be done with Visualforce?
Answer: Create pages with custom look and feel
Question: 381
With Metadata API you can move configuration changes between sandbox and production environments:
A. True
B. False
Answer: A
Question: 382
SIMULATION
What is the Declarative Interface?
Answer: A browser based powerful point and click tool. It makes configuring, customizing and building
applications quick and easy
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SalesForce Applications teaching - BingNews https://killexams.com/pass4sure/exam-detail/DEV-401 Search results SalesForce Applications teaching - BingNews https://killexams.com/pass4sure/exam-detail/DEV-401 https://killexams.com/exam_list/SalesForce Salesforce vs. monday: Definitive Comparison

In today’s business world, using a top CRM software is no longer optional; it’s critical for success. A good customer relationship management (CRM) software will help you expedite your business growth by streamlining your workflows, boosting sales and improving customer engagement.

However, given the plethora of options available, choosing the right tool can be hard. In this article, we will dive into a detailed comparison of two popular CRM platforms, which we’ve covered extensively in our Salesforce CRM review and monday Sales CRM review. This guide offers helpful insights so you can make an informed choice that best suits your business needs.

Let’s now dive into a detailed comparison of the two platforms.

Features 

Both Salesforce and monday Sales CRM  have a vast range of features. However, Salesforce is richer in more advanced CRM features compared to monday.

Salesforce

Salesforce is a comprehensive CRM platform that offers a vast range of features, including sales automation, customer service, marketing automation and analytics. It offers lead management, opportunity management, customer service and contact management features. It also comes with a high degree of customization and integration features. This makes it suitable for businesses with complex sales and marketing operations.

monday 

monday is mainly focused on project management. As such, it’s not as heavy as Salesforce in terms of CRM features. However, monday also includes extensive project and team management, human resources, and software development features. This makes it fit for businesses that need an all-inclusive tool for improving sales and customer experience as well as team management.

Winner: Salesforce

Salesforce offers a wider range of features and functionalities to manage customer relationships and support sales and marketing efforts. This makes it the winner in terms of CRM features. However, if you are interested in more than just CRM features, monday is a better option.

Pricing 

Both Salesforce and monday offer a range of pricing options to suit businesses of different sizes.  They also come with a free trial, which allows users to try the tools’ features before committing to them. 

Salesforce

The pricing model for Salesforce is a bit complex and can be confusing. The pricing plans are based on the size of the business. Generally, the pricing plans for Salesforce are much more expensive than those of monday. The following are the four pricing plans that Salesforce offers:

  • Essentials: This goes for $25 per user per month paid annually.
  • Professional: It costs $80 per user per month paid annually.
  • Enterprise: This costs $165 per user per month paid annually.
  • Unlimited: It costs $330 per user per month

monday

monday’s pricing plans are considered more affordable than those of Salesforce. These pricing plans are based on the number of features and users. In addition to the free plan, which accommodates up to two users, monday offers the following pricing options:

  • Basic: This costs $10 per user per month billed annually.
  • Standard: It goes for $14 per user per month billed annually.
  • Pro: It costs $27 per user per month billed annually.
  • Enterprise: This plan requires a custom quote.

Winner: monday

monday beats Salesforce hands down, as it offers more affordable and simple pricing plans, with the cheapest plan costing $10 per user per month. Although Salesforce has more comprehensive and robust features, monday also offers similar features at more friendly rates.

Customization and scalability

Both sales platforms come with excellent customization capabilities.

Salesforce

Salesforce offers a high level of customizability. It comes with a broad range of customization options allowing businesses to tailor the platform to suit their unique needs. With Salesforce customization options, you can change the platform’s interface, including the colors, logo and graphics, to reflect your company’s identity. You can also alter the dashboards to display important business information as well as create personalized applications using AppExchange. This platform also offers flexible plans to accommodate businesses of different sizes, making it appropriate for both small and large enterprises. This means that it will be able to adapt and cater to your business needs for performance and reliability as it grows.

monday

While monday also provides pretty good customization capabilities, its options are not as extensive and advanced as those of Salesforce. The app comes with a wide range of fully customizable templates designed to suit specific activities. With Salesforce, you can modify the dashboards to suit your specific needs. Generally, monday’s customization options are easy and straightforward, which makes it a good fit for beginners and small companies.

Winner: Salesforce

Salesforce outshines monday, as it offers more advanced customization options. The downside to this, however, is that you may need a highly tech-savvy team to create custom applications and make optimal use of all the features the platform has to offer.

Integrations

Both platforms have impressive integration capabilities, which allow you to connect different tools to enhance your team’s productivity and boost performance.

Salesforce

Thanks to its AppExchange, Salesforce integrates with over 3,000 other business apps. Salesforce integrates seamlessly with apps such as Slack, Stipe, Shopify and Google Drive, among many others.

monday 

While monday’s integration capabilities are not as extensive as Salesforce’s, the platform also has smooth integration with other apps, including project management, marketing and team collaboration tools. It integrates seamlessly with more than 30 apps, including Shopify, Gmail, Outlook, DocuSign, Microsoft Teams and Slack. It also has an Apps Marketplace that allows smooth integration with a range of other apps, for a total of 200 integrations.

Winner: Salesforce

Salesforce wins over monday in terms of integration capabilities, thanks to its AppExchange, which gives access to a wide range of apps.

Ease of use

Salesforce

Due to its vast collection of advanced features, Salesforce has a complicated user interface with various buttons to click, which can be overwhelming, especially to new users. It will thus require some time for users to fully master and use its features optimally. As such, Salesforce is most suited for large enterprises with complex CRM processes.

monday

Compared to Salesforce, monday has a more friendly and straightforward user interface, which makes it favorable for new users. Its vibrant and colorful dashboard allows you to quickly locate all the functions you require. In addition, the platform offers extensive resources to help you get started easily. 

Winner: monday

In terms of ease of use, monday takes the crown. The platform boasts a simple interface and hence has a shallow learning curve. Further, given the platform’s rich resources, you’ll get running in no time.

Customer support

Customer support is a crucial consideration when choosing a CRM platform.

Salesforce

In addition to the various learning resources, Salesforce offers a range of options to businesses to efficiently deal with customer service inquiries, including a 24/7 phone support and an online forum. However, the level of support depends on your plan, with more support avenues available in the higher tiers.

monday

monday offers customer support through various channels, including videos, webinars, articles, a knowledge base and a community forum. It also offers 24/7 support phone support plus a ticketing system and a dedicated customer success manager for enterprise plan users.

Winner: monday

monday is the winner in terms of customer support, as its 24/7 support is available across all its packages, including the free version.

Thu, 04 Jan 2024 10:00:00 -0600 en text/html https://www.businessnewsdaily.com/salesforce-vs-monday
This Is What Whales Are Betting On Salesforce

Deep-pocketed investors have adopted a bearish approach towards Salesforce CRM, and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in CRM usually suggests something big is about to happen.

We gleaned this information from our observations today when Benzinga's options scanner highlighted 24 extraordinary options activities for Salesforce. This level of activity is out of the ordinary.

The general mood among these heavyweight investors is divided, with 33% leaning bullish and 66% bearish. Among these notable options, 10 are puts, totaling $980,886, and 14 are calls, amounting to $619,813.

What's The Price Target?

Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $140.0 to $390.0 for Salesforce over the exact three months.

Insights into Volume & Open Interest

In terms of liquidity and interest, the mean open interest for Salesforce options trades today is 930.53 with a total volume of 5,604.00.

In the following chart, we are able to follow the development of volume and open interest of call and put options for Salesforce's big money trades within a strike price range of $140.0 to $390.0 over the last 30 days.

Salesforce Option Volume And Open Interest Over Last 30 Days

Largest Options Trades Observed:

Symbol PUT/CALL Trade Type Sentiment Exp. Date Strike Price Total Trade Price Open Interest Volume
CRM PUT SWEEP BEARISH 01/12/24 $255.00 $240.2K 752 1.0K
CRM PUT SWEEP BEARISH 01/12/24 $255.00 $204.2K 752 2.8K
CRM PUT SWEEP BULLISH 01/12/24 $255.00 $144.3K 752 7
CRM CALL TRADE BULLISH 01/17/25 $200.00 $107.2K 1.6K 0
CRM PUT SWEEP BULLISH 01/12/24 $255.00 $88.0K 752 517

About Salesforce

Salesforce Inc provides enterprise cloud computing solutions. The company offers customer relationship management technology that brings companies and customers together. Its Customer 360 platform helps the group to deliver a single source of truth, connecting customer data across systems, apps, and devices to help companies sell, service, market, and conduct commerce. It also offers Service Cloud for customer support, Marketing Cloud for digital marketing campaigns, Commerce Cloud as an e-commerce engine, the Salesforce Platform, which allows enterprises to build applications, and other solutions, such as MuleSoft for data integration.

After a thorough review of the options trading surrounding Salesforce, we move to examine the company in more detail. This includes an assessment of its current market status and performance.

Current Position of Salesforce

  • Currently trading with a volume of 2,053,020, the CRM's price is down by -1.15%, now at $253.19.
  • RSI readings suggest the stock is currently may be approaching overbought.
  • Anticipated earnings release is in 56 days.

What Analysts Are Saying About Salesforce

In the last month, 4 experts released ratings on this stock with an average target price of $307.5.

  • An analyst from Wolfe Research has elevated its stance to Outperform, setting a new price target at $315.
  • Maintaining their stance, an analyst from Piper Sandler continues to hold a Neutral rating for Salesforce, targeting a price of $285.
  • In a cautious move, an analyst from Wells Fargo downgraded its rating to Equal-Weight, setting a price target of $280.
  • Showing optimism, an analyst from Morgan Stanley upgrades its rating to Overweight with a revised price target of $350.

Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Salesforce with Benzinga Pro for real-time alerts.

© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

Wed, 03 Jan 2024 03:15:00 -0600 en text/html https://www.benzinga.com/markets/options/24/01/36475361/this-is-what-whales-are-betting-on-salesforce
Why Salesforce.com Isn't Just For CRM Anymore

Bluewolf Survey Of Salesforce.com Users

Bluewolf is one of the leading solutions and service providers that works with Salesforce's applications. This week, on the eve of Salesforce.com's massive Dreamforce conference in San Francisco, the company released the results of its second annual survey of more than 450 customers about their use of -- and plans for -- the Salesforce software.

Eric Berridge, Bluewolf co-founder and CEO, spoke with CRN about the survey findings, the evolving use of Salesforce's software, and the opportunities for solution providers in the Salesforce market.

Of the more than 450 survey participants, 25 percent worked in IT, 18 percent were in sales, 16 percent were from operations, 15 percent were in marketing, and 11 percent were from services. Fully 86 percent of the surveyed companies were using either the enterprise or unlimited editions of Salesforce cloud software. And nearly half, 46 percent, were small businesses with 500 or fewer employees.

The Perceived Value Of Salesforce Applications

* 90 percent of survey respondents said Salesforce is more valuable to their company today than it was one year ago.

* 96 percent said they plan to maintain or increase their Salesforce budget.

* 56 percent said they see "substantial innovation potential" with Salesforce at their companies.

Customer Engagement Is The New Growth Driver

* 84 percent of survey respondents said customer engagement would overtake productivity as the primary growth driver.

* 60 percent of the survey respondents ranked customer engagement as their top priority.

Berridge: "We firmly believe that organizations can go through a process with a platform like Salesforce where they can double their revenue strictly through customer engagement initiatives, which is why we think customer engagement is the new bottom line."

The Salesforce Platform Is The Next Big Opportunity

* 60 percent of survey respondents said they are increasing their budgets for custom app development on the Salesforce platform.

* 52 percent said they have or are planning on building a custom mobile application on the Salesforce platform.

Berridge: "I think one of the things that has held CRM back for a long time is that it's been primarily regarded as an IT function. When you start to talk to CEOs and CFOs about how these platforms can drive customer retention, can decrease customer churn, can raise average prices, their ears perk up."

Why Cloud Computing Is Changing The Channel

* 73 percent of survey respondents said they are reallocating funds from on-premise IT spending to cloud-related initiatives.

Berridge: "The services that businesses need to align with -- and [solution providers] need to provide -- are less technology-focused and more change management-oriented, more business consulting-oriented.

"The trend we've seen for the last 10 years is that the cloud takes the technology complexity out of the equation. However, it hasn't done anything to take the people complexity out of it. You still have to get organizations to align, and you still have to get organizations to have consensus around exactly how they want that customer experience to unfold."

Salesforce Applications Best Practices

* 93 percent of survey respondents said they believe cloud governance is critical to accelerating innovation.

* 75 percent of companies that release monthly Salesforce updates indicated they have a dedicated cloud governance board.

* 89 percent said they provide Salesforce training for administrators and developers.

* 40 percent said they have a comprehensive adoption strategy to consult users before, during and after changes are made.

Salesforce Communities Are Hot

A little more than a year ago, Salesforce launched Salesforce Communities, which businesses use to connect employees, customers and partners in a single community.

The Bluewolf survey found that 9 percent of companies have already invested in the cloud service and another 21 percent plan to purchase Salesforce Communities licenses in the next year.

The Growing Demand For Mobile Applications

* 52 percent of survey respondents have or are planning on building custom mobile applications on the Salesforce platform.

* 63 percent are using or plan to use off-the-shelf mobile applications.

Off-the-shelf mobile applications businesses are currently installing:

* Salesforce Classic: 44 percent
* Chatter: 42 percent
* Salesforce Touch: 23 percent
* Third-party mobile applications: 30 percent

The Salesforce.com AppExchange Opportunity For Developers

AppExchange is Salesforce.com's online marketplace where business can find third-party applications that run on the Salesforce.com platform.

* 91 percent of survey respondents said they have at least one AppExchange application installed.

* 29 percent indicated they have five or more AppExchange applications installed.

What's Hot On The App Exchange

The Bluewolf survey showed that these AppExchange applications are expected to be most in demand in the future, along with the current adoption rates:

* Service agent productivity: 10 percent
* Finance: 13 percent
* Sales forecasting: 18 percent
* HR performance management: 19 percent
* Marketing/website productivity: 21 percent
* Analytics: 23 percent
* Sales document generation/management: 26 percent
* Mobile sales: 30 percent
* Data cleansing: 39 percent

Forecasting A Big Demand For Predictive Analytics

The survey found that 23 percent of respondents are already using some form of analytics application from the AppExchange, and analytics is one of the hottest application areas in the Salesforce arena.

Berridge: "If you look at a well-architected CRM system today, it has information about a customer: a customer's invoices, a customer's products, a customer's buying patterns, a customer's calls into a customer service organization. And a sales individual is supposed to be responsible for tracking all this information and making relevant decisions about what to do next. That's not going to happen.

"Organizations are embracing predictive analytics and putting models on top of this data to tell that sales rep what they should do next, to tell them where their hot leads are or to tell them where their disgruntled customers are. All of that starts to change the productivity curve in an organization."

The CRM/Salesforce Opportunity

Berridge: "Traditionally, CRM [was an] internally focused application that housed data -- that had the goal of giving employees a 360-degree view of the customer. But what we believe the new CRM to be, and what we really believe the new bottom line to be for companies, is customer engagement. That means CRM is becoming an outside-in initiative.

"The richness of the functionality that's available in the B2C world is suddenly being translated to the B2B world. And, in our opinion, Salesforce is the de facto platform to make that happen."

And for solution providers? "There is a tremendous opportunity to deliver services that help organizations become aligned with what the customer experience should be," Berridge (pictured) said. "There's a tremendous opportunity to help organizations define what innovative business processes will increase customer efficacy and customer engagement."

Sat, 16 Dec 2023 15:49:00 -0600 text/html https://www.crn.com/slide-shows/cloud/240163921/why-salesforce-com-isnt-just-for-crm-anymore
Salesforce Enhances Einstein 1 Platform with Data Cloud Vector Database for Advanced AI Insights

SAN FRANCISCO, Dec. 14, 2023 — Salesforce today announced significant updates to its Einstein 1 Platform, adding the Data Cloud Vector Database and Einstein Copilot Search.

Accurate and relevant generative AI prompts require grounding in the most comprehensive set of enterprise data. Until now, this has required expensive and labor-intensive model fine-tuning. Data Cloud Vector Database will solve this challenge by making it quick and easy to bring unified business data into any AI prompt so customers can deploy trusted, relevant generative AI across all Salesforce applications without having to fine-tune an off-the-shelf large language model (LLM).

Data Cloud Vector Database – built into the Einstein 1 Platform – enables AI, automation, and analytics for improved decision-making and customer insights across all Salesforce CRM applications. Data Cloud will also power Einstein Copilot Search — announced today — enhancing Einstein Copilot, Salesforce’s generative AI assistant, with AI search capabilities that use all business data to deliver more precise information, conveniently in the flow of work.

New capabilities:

  • Data Cloud Vector Database
    • Data Cloud Vector Database will remove the need to fine-tune LLMs by seamlessly using all business data to enrich AI prompts, allowing customers to use a variety of data types across their business applications and workflows. This increases business value and ROI by unifying unstructured data, including PDFs, emails, documents, and transcripts, with structured data, including purchase history, customer support cases, and product inventory, to power AI, automation, and analytics across every Salesforce application.
    • For example, customer service leaders will enhance efficiency and customer satisfaction by utilizing a platform that proactively presents relevant knowledge articles to service agents the moment a case is created. This allows for quick identification of similar cases and the integration of automation, thereby reducing case resolution time and improving the overall customer experience.
  • Einstein Copilot Search
    • Einstein Copilot, available in February, will include enhanced AI search capabilities that interpret and respond to complex queries from users by tapping into diverse data sources, including unstructured data. Einstein Copilot Search will enhance Einstein Copilot, providing sales, customer service, marketing, commerce, and IT teams with an AI assistant capable of solving problems and generating content by accessing real-time unstructured and structured business data. Customers will benefit from an AI assistant that understands and addresses complex queries by accessing insights and knowledge previously unattainable with foundational LLMs due to limitations in their training data. Einstein Copilot Search also provides citations to source material. Salesforce’s Einstein Trust Layer builds trust and confidence in AI-generated content while maintaining data governance and security.
    • For example, in customer service, Einstein Copilot Search will link a customer’s concerns from unstructured emails and phone call transcripts to their structured support ticket history. This provides service representatives with a detailed understanding of customer issues and their historical context and AI-generated, data-backed resolution suggestions. And, the new integration of source citations enhance the customer service team’s confidence in the AI-generated insights.

Data is crucial for delivering accurate, compelling customer experiences and driving AI innovation. However, 90% of enterprise data exists in unstructured formats like PDFs, emails, social media posts, and audio files, making it largely inaccessible for business applications and AI models. Forrester predicts that the volume of unstructured data managed by enterprises will double by 2024, highlighting the urgency of this challenge. While 80% of IT leaders acknowledge the transformative potential of generative AI in leveraging data more effectively, 59% still need a unified data strategy to harness this power.

“This advancement in Data Cloud, coupled with the power of LLMs, is a game-changer, fostering a data-driven ecosystem where AI, CRM, automation, Einstein Copilot, and analytics turn data into actionable intelligence and drive innovation,” said  Rahul Auradkar, EVP and GM of Unified Data Services & Einstein.

Learn more about the Einstein 1 Platform.

Availability:

  • Data Cloud Vector Database will be in pilot in February 2024.
  • Einstein Copilot Search will be in pilot in February 2024.
  • Einstein Copilot will be generally available in February 2024.

About Salesforce

Salesforce empowers companies of every size and industry to connect with their customers through the power of data + AI + CRM + trust. For more information about Salesforce (NYSE: CRM), visit: www.salesforce.com.


Source: Salesforce

Wed, 13 Dec 2023 10:01:00 -0600 text/html https://www.datanami.com/this-just-in/salesforce-enhances-einstein-1-platform-with-data-cloud-vector-database-for-advanced-ai-insights/
Salesforce Data Cloud updates aim to ease data analysis, AI app development

Salesforce adds Einstein Copilot Search, vector database to its Data Cloud, to help enterprises take advantage of unstructured data for analysis, and build AI-based applications.

Salesforce is updating its Data Cloud with vector database and Einstein Copilot Search capabilities in an effort to help enterprises use unstructured data for analysis.

The customer relationship management (CRM) software provider’s Data Cloud, which is a part of the company’s Einstein 1 platform, is targeted at helping enterprises consolidate and align customer data.

The Einstein 1 platform, in turn, is a data engine with a low code and no code interface that is designed to let  enterprises  connect data to build AI-based applications.

As part of the updates, Salesforce has integrated vector database support via the Data Cloud Vector Database feature, which makes it easier for the Data Cloud to handle diverse data types.

“This database allows Salesforce customers to combine structured and unstructured data, creating a more comprehensive customer profile,” the company said in a press release, adding that once the unstructured data is added to the Data Cloud, it is automatically converted into a usable format across the Einstein 1 platform.

This, according to the company, makes the unstructured data available for analysis and utilization across various workflows within Salesforce applications including  Flow, Apex, and Tableau.

Salesforce has also added an AI search capability to Einstein Copilot, which will allow the generative AI-based assistant to interpret and respond to complex queries from enterprise users by tapping into diverse data sources, including unstructured data.

“Copilot Search will provide precise, contextually relevant responses in a user’s workflow and bolster trust with source citations from the Einstein Trust Layer,” the company said.

The Einstein Trust Layer is based on a large language model (LLM) built into the platform to ensure data security and privacy.

In order to take advantage of unstructured data via Einstein Copilot Search, enterprises would have to create a new data pipeline that can be ingested by the Data Cloud and stored as unstructured data model objects.


These data model objects have to be transformed into data fit for use in AI applications by converting the data into embeddings, which are numeric representations of data optimized for use in AI algorithms, the company said, adding that these embeddings are then indexed for use in search across the Einstein 1 platform alongside any other existing structured data.

The Einstein Copilot Search capability can also be paired with retrieval augmented generation (RAG) tools — which Salesforce supplies — in order to enable Einstein Copilot to answer customer questions. Answers comes with semantically relevant information, citing the knowledge sources used to craft the answers, the company said.

Wed, 13 Dec 2023 10:01:00 -0600 en text/html https://www.cio.com/article/1258758/salesforce-data-cloud-updates-aim-to-ease-data-analysis-ai-app-development.html
Salesforce and Apple deepen partnership with new tools

Salesforce customers in Messages

Apple is bringing new integrations to Salesforce tools, like Apple Messages for Business in Service Cloud or ARKit in the Field Service mobile app.

Salesforce customers in Messages

Salesforce and Apple's partnership began in 2018 and has expanded since. The latest features will provide clients more useful tools that tie into Apple's ecosystem and expanding customer base.

Three new tools are coming to Salesforce applications in the next year. Customers will benefit from communicating via Messages, plus technicians get an ARKit-powered room mapping tool and a new iOS widget.

"We're thrilled to deepen our partnership with Apple, further integrating the world's #1 AI CRM with Apple's incredible business devices and apps," said Ryan Nichols, Chief Product Officer of Service Cloud, Salesforce. "These features are helping companies implement cutting-edge technology and augmented reality in a practical way, improving every interaction a company has with its customers."

Apple Messages for Business in Service Cloud allows customers to connect with customer support easily, get personalized shopping recommendations, schedule appointments, complete purchases with Apple Pay, track shipments, and more. All of these interactions occur within the Apple Messages app, where users can leave and come back to continue interactions.

An example that was provided of this integration is clear, with SalesForce saying that "a retail customer can chat directly with a business for personalized, AI-driven product recommendations and to inquire about sizing, inventory status, returns, and more."

The ARKit tool in the Salesforce Field Service Mobile App allows field service teams to create detailed renderings of spaces and map objects. Mapped rooms or objects can be exported to the universal USDZ format for sharing. The technology could be used to size up a house to be sure that an appliance fits not just through the door, but the intended space.

The iOS Field Service app is getting a widget with detailed account information. Things like upcoming appointments, work order details, and directions to a worksite are visible directly on the Home Screen.

The Messages for Business in Service Cloud is available Wednesday with this announcement. ARKit tools and the iOS widget will arrive in an update made in the summer of 2024.

Tue, 12 Dec 2023 18:00:00 -0600 en-US text/html https://finance.yahoo.com/news/salesforce-apple-deepen-partnership-tools-130005518.html
Salesforce and Apple deepen partnership with Business Messaging and AR integrations

Salesforce customers in Messages

Apple is bringing new integrations to Salesforce tools, like Apple Messages for Business in Service Cloud or ARKit in the Field Service mobile app.

Salesforce and Apple's partnership began in 2018 and has expanded since. The latest features will provide clients more useful tools that tie into Apple's ecosystem and expanding customer base.

Three new tools are coming to Salesforce applications in the next year. Customers will benefit from communicating via Messages, plus technicians get an ARKit-powered room mapping tool and a new iOS widget.

"We're thrilled to deepen our partnership with Apple, further integrating the world's #1 AI CRM with Apple's incredible business devices and apps," said Ryan Nichols, Chief Product Officer of Service Cloud, Salesforce. "These features are helping companies implement cutting-edge technology and augmented reality in a practical way, improving every interaction a company has with its customers."

Apple Messages for Business in Service Cloud allows customers to connect with customer support easily, get personalized shopping recommendations, schedule appointments, complete purchases with Apple Pay, track shipments, and more. All of these interactions occur within the Apple Messages app, where users can leave and come back to continue interactions.

An example that was provided of this integration is clear, with SalesForce saying that "a retail customer can chat directly with a business for personalized, AI-driven product recommendations and to inquire about sizing, inventory status, returns, and more."

The ARKit tool in the Salesforce Field Service Mobile App allows field service teams to create detailed renderings of spaces and map objects. Mapped rooms or objects can be exported to the universal USDZ format for sharing. The technology could be used to size up a house to be sure that an appliance fits not just through the door, but the intended space.

The iOS Field Service app is getting a widget with detailed account information. Things like upcoming appointments, work order details, and directions to a worksite are visible directly on the Home Screen.

The Messages for Business in Service Cloud is available Wednesday with this announcement. ARKit tools and the iOS widget will arrive in an update made in the summer of 2024.

Tue, 12 Dec 2023 10:00:00 -0600 en text/html https://appleinsider.com/articles/23/12/13/salesforce-and-apple-deepen-partnership-with-business-messaging-and-ar-integrations
With AI upgrade, Salesforce's Einstein Copilot will handle unstructured data
Salesforce

With the term "copilot" gaining popularity in the generative AI space, it may soon achieve the same ubiquity as terms like ChatGPT and AI chatbot. And now Salesforce is giving its own copilot a leg up in this competitive arena.

At the Salesforce World Tour New York 2023 event last week, Salesforce unveiled an upgrade for its Einstein Copilot, a conversational AI assistant to be integrated into all Salesforce applications. Einstein Copilot was first announced in September and is launching in February 2024. 

Also: How to Improve your privacy on Google Bard with this one simple setting

With this upgrade, Einstein Copilot will be able to retrieve information from unstructured data, which refers to data not formatted as an organized data entry, including materials such as PDFs and emails. This feature should prove popular with Salesforce customers -- including sales, customer service, marketing, commerce, and IT professionals -- who can benefit from optimizing everyday business operations -- email, for example -- that are often not neatly organized into datasets.

Salesforce also unveiled Einstein Copilot Search, which will be found in Einstein Copilot and have "enhanced AI search capabilities" to answer complex prompts and provide smart suggestions by tapping into real-time unstructured and structured business data.

Einstein Copilot and Copilot Search will be capable of accessing unstructured data by leveraging Salesforce's Data Cloud Vector Database that unifies all business data, including unstructured data, such as transcripts and documents, and structured data, such as product inventory or purchase history. 

Also: Is prompt engineer displacing data scientist as the 'sexiest job of the 21st century'?

Another benefit of the Data Cloud Vector is that it will circumvent the need to fine-tune large language models (LLMs), thereby saving businesses time and money and giving LLMs access to information that used to be unattainable due to training data limitations, according to Salesforce. 

"The Data Cloud Vector Database relieves the challenge of costly and complex processes to harness the value of unstructured data," said Rahul Auradkar, Salesforce EVP and GM of Data Cloud and Einstein. "Now, our customers can reason over the full spectrum of their enterprise data to power their business applications more effectively. "

Salesforce's Data Cloud Vector Database and Einstein Copilot Search will be in pilot in February 2024, while Einstein Copilot will be generally available at that date. 

Also: Generative AI filled us with wonder in 2023 - but all magic comes with a price

Although Salesforce's Copilot has not been released yet, Microsoft has many different Copilots for different enterprise needs that provide users a good idea of how Salesforce's will function.

Mon, 18 Dec 2023 05:41:00 -0600 en text/html https://www.zdnet.com/article/with-ai-upgrade-salesforces-einstein-copilot-will-handle-unstructured-data/




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