Secrets of a successful Data Cloud Implementation Post author By Ian Gotts Post date 27 December 2024 Categories In Data Cloud What is Data Cloud Salesforce Data Cloud aggregates customer data from external sources, serving as a dynamic platform and Customer Data Platform. It provides a 360-degree view of customer relationships, fulfilling a promise pursued for the last 30 years. This unified customer profile enables actionable insights and data-driven decision-making directly within the Salesforce core platform […]
Data Cloud: 3 myths busted, 3 realities exposed Post author By Ian Gotts Post date 13 December 2024 Categories In Business Analysis, Change Intelligence, Data Cloud We’re not a huge company, with less than 250 users, but we leverage Salesforce Data Cloud alongside Sales and Service Cloud. Additionally, we rely on multiple systems that store core customer data: marketing, training academy, support, finance, and Elements.cloud usage. We’ve implemented Data Cloud to create a unified customer profile and obtain a 360-degree view […]
“Returns Tuesday”….. The hangover for retailers after “Black Friday” Post author By Ian Gotts Post date 26 November 2024 Categories In Agentforce, AI/GPT We’re a hangover cure. Yes, really. In the US $9.8 billion will be spent on Black Friday. Retailers will discount up to 38% to encourage purchases, but then will pay the price of returns. Retailers are making it easier to make impulse purchases, but also are making it easier for customers to return. 42% of consumers […]
Don’t let “data perfection” kill your AI initiative Post author By Ian Gotts Post date 15 November 2024 Categories In AI/GPT We’re delighted to share our blog with Lou Simon, for this extra-special, guest feature post. This blog builds and expands on the points raised in this post, recently published on Forbes. AI adoption is not keeping pace with the desire to implement AI in organizations, which has never been higher. There are valid reasons that organizations […]
How metadata dictionaries can help reduce technical debt Post author By Ian Gotts Post date 1 November 2024 Categories In Metadata management, Technical Debt Impact of technical debt Forrester came up with the concept of the “Salesforce @scale dilemma”. Now this was back in 2017. I suggest it’s not got any better. It’s this idea that actually the more you use Salesforce, the more the users need, the more you configure it, the more you add, the more difficult it […]
Are AI Agents Enhancing Or Replacing Workers? Post author By Ian Gotts Post date 25 October 2024 Categories In Agentforce, AI/GPT This was a short post in Forbes that we have built on and expanded on the points raised in the post. That post looked at the potential of AI Agents and the impact on the workforce, but then it discussed what it takes to build an Agent. AI’s false promise The advances in AI models, […]
Why you should move to Salesforce Permission Set Groups Post author By Ian Gotts Post date 18 October 2024 Categories In Permissions Note: In this article, a “permission” will refer to the specific access granted to an object, field, or other metadata, for example, “read” or “edit”. A “permission controller” is a Profile, Permission Set, or Permission Set Group that does the actual granting of permissions. Current practice is to grant user access to metadata and data […]
Data and Innovation Post author By Ian Gotts Post date 11 October 2024 Categories In AI/GPT These are the bulletpointed notes from the keynote at LifeSciences Dreamin 2024. 1. Bad Data is Junk Food for AI AI models rely on clean, well-structured data to perform effectively. Feeding an AI poor-quality data is like giving it junk food—it leads to weak or inaccurate outcomes. This analogy underscores the importance of data quality […]
What is Salesforce Data Cloud? Post author By Ian Gotts Post date 4 October 2024 Categories In Data Cloud 71% of company applications are disconnected – Parker Harris, Co-Founder Salesforce Customer360 The promise of a customer data cloud—Customer360—has always been the north star for Salesforce. For most organizations, customer data is siloed in multiple systems, not just Salesforce, and it is often codified in different formats. Salesforce Data Cloud provides a single view of […]