Takeaways from Dreamforce 2023 to Guide You through the Rest of the Year

Takeaways from Dreamforce 2023 to Guide You through the Rest of the Year

After you’ve left Moscone (or the Atrium Lounge!) in your sneakers and your Trailblazer hoodie, backpack and swag-filled tote bag in tow, it’s easy to succumb to information overload. The announcements, the live demos, the guided tutorials and masterful roadmapping, the meetings, the goal setting, the coffee, the coffee… It’s a lot to take in. […]

How to Get Started in Data Science and AI with Snowflake’s Snowpark

How to Get Started in Data Science and AI with Snowflake’s Snowpark

Is your business fully harnessing the power that AI has to offer? Whether it be using predictive machine learning tools to acquire new customers or retain existing ones, or leveraging generative AI capabilities to increase the productivity of your workforce, use cases — and the potential for your data science strategy — are virtually endless. […]

Enabling Responsible Data Use with a Snowflake Data Clean Room

Enabling Responsible Data Use with a Snowflake Data Clean Room

In a time where data-driven decision-making is the ideal path forward for businesses, the need to find a balance between data collaboration and privacy has become a top priority for businesses. Enter data clean rooms! These controlled environments allow businesses to make use of and share their data while remaining compliant with privacy regulations. More […]

AnalyticsKata: Reshape Data Using a CRM Analytics Recipe

AnalyticsKata Reshape Data Using a CRM Analytics Recipe

Trying to get data into the right form is half the battle when it comes to analytics. This challenge is meant to show off some of the functionality of CRM Analytics recipes, while also tackling a realistic use case. (New to the idea of an AnalyticsKata? Refer back to our very first challenge!) AnalyticsKata: Reshape […]

AnalyticsKata: CRM Analytics Pie Chart vs. Bar Graph

AnalyticsKata CRM Analytics Pie Chart vs. Bar Graph

If you’ve worked with bindings in CRM Analytics dashboards, you’re likely already aware of the amazing capabilities that they provide. Bindings allow you to dynamically change groupings, calculations, and more in charts and tables. But did you know that you can also use them to change chart types? For this week’s Kata, we’ll be using […]

Thriving in the Digital Era: 7 Reasons Banks Can’t Afford to Ignore AI

Thriving in the Digital Era 7 Reasons Banks Can't Afford to Ignore AI

Imagine a digital landscape where bank branches stand eerily quiet, their once bustling interiors now vacant. For many banks today, this is a reality as the shift toward digital banking and online transactions reshapes the banking sector and revolutionizes how customers manage their finances, leaving physical branches devoid of the crowds they once attracted. The […]

The Rise of AI in Financial Services: Balancing Fear and Opportunity

The Rise of AI in Financial Services Balancing Fear and Opportunity

AI and data analytics have become indispensable tools for banks that seek to thrive now and in the future. The integration of AI into major platforms like Salesforce, coupled with the power of tools such as Tableau and CRM Analytics, has made the benefits of AI more accessible than ever in the financial services industry. […]

How Financial Services Firms Can Inform Decision-Making with Ethical Data Handling

How Financial Services Firms Can Inform Decision-Making with Ethical Data Handling

In today’s data-driven world, organizations have access to massive amounts of data that can provide valuable insights and drive informed decision-making. Embarking on a data or analytics project like implementing Salesforce Data Cloud can be an especially exciting endeavor for organizations. It holds the promise of unification, valuable insights, and informed decision-making that can be […]

How to Use Einstein GPT in Salesforce and Other Generative AI Solutions

How to Use Einstein GPT in Salesforce and Other Generative AI Solutions

Authors: Paul Harmon and Josh Fleischer Interested in getting the most out of generative AI embedded in CRM? Many companies are. A recent study by McKinsey indicated that commercial leaders think organizations should be using machine learning and generative AI “often” or “almost always.” Salesforce recently announced a partnership with generative AI giant OpenAI, and rolled out a […]