Salesforce genie: taking data management to the next level
Posted: Tue Jan 21, 2025 3:49 am
We at SkyPlanner have often insisted on how a data-driven and customer-centric approach is gaining ground and leading the way in the modern business world. Data is a valuable source of information, but it requires an appropriate culture to take full advantage of its potential. As well as increasingly amazing tools. Likewise, people increasingly demand a close relationship with their favorite brands. In fact, according to the Next in Personalization 2021 Report, 71% of customers expect every interaction with a company to be personalized.
Salesforce CRM, the cutting edge of enterprise technology, has created a number of data management solutions over the course of its existence. But many of these solutions were built on the back of acquisitions and mergers. This has resulted in many CRM customers using multiple Salesforce solutions, tools, and applications, with the risk of storing customer data in different silos within each of them.
To solve this, at Dreamforce 2022, Salesforce Genie was introduced: the first real-time platform to guarantee relevant, personalized and, above all, magical experiences.
What is Salesforce Genie?
Salesforce Genie is a hyperscale, real-time data platform uruguay whatsapp lead that powers the entire Customer 360 platform. It enables companies to turn their customer data into highly fluid, personalized experiences that adapt to customer needs in real time.
Genie is the highest level of Salesforce’s quest for a fully integrated data platform. It’s a solution that enhances every cloud and industry in the Customer 360 ecosystem. Salesforce has done this before with Flow and Einstein, bringing automation and intelligence to every sales, marketing, customer service, and commerce process.
How does it work?
How Salesforce Genie Works
As the driving force behind Customer 360, Salesforce Genie captures, stores, and unifies massive streams of data in real time. It then integrates it with Salesforce's own transactional data to create a unified view for each customer. Here's how the process works:
Connect your data
Genie has built-in connectors that allow you to capture real-time information from any source (mobile, web, API), including Salesforce applications, legacy systems from MuleSoft, and historical data from proprietary data lakes. This allows you to connect massive volumes of data that, stored in Genie, are visible and available for use in Customer 360, as well as across all industry solutions, AppExchange, and customer applications.
It's worth noting that Genie runs on Hyperforce, Salesforce's public cloud infrastructure. Genie benefits from the security, privacy and compliance controls, as well as the built-in data ethics features found in Hyperforce.
Harmonize your data
There's no point in having a huge volume of data if it doesn't provide clear and accurate information about your customers. To achieve this, Salesforce Genie offers the Customer Graph - a set of data models that harmonize all data flows into a unified profile for each customer. This ensures that all data, regardless of its origin, flows into the same profile, providing a single source of information in real time.
Interact backed by your data
At this point, identity resolution is achieved for each customer, providing a complete history of their interactions with the company in a single profile. Since the information stored in Genie is available to all of Customer 360, it will be accessible to any cloud or application within this platform. This allows agents from any department or sector to be supported in real time with unified profiles for fast decision making.
Create magical experiences for your customers
The great advantage of unified and consistent information provided in real time is the hyper-personalization of the customer experience. In addition, with Flow automation and Einstein AI, the power of data can be exponentially increased on a massive scale in real time, for the development of more dynamic and proactive actions with customers. With Genie, Salesforce promotes, now more than ever, the creation of magical experiences for your customers in any sector or industry.
How Salesforce Genie Enhances Customer 360 Features
Salesforce Genie: A Level Above CDP
One of the biggest questions about Genie is its similarity to Salesforce CDP. However, Genie is a new level above CDP. In fact, CRM itself emphasizes that Genie is not a simple addition to Salesforce CDP, nor a separate feature from it. On the contrary, it is a rethinking of CDP itself and its capabilities.
Historically, CDPs have been a marketing tool, bringing together data from different channels into a single view. Genie represents a structural shift in this regard. The two main differences with Salesforce Genie are, first, access to information in real time, allowing for instant updates.
Salesforce CRM, the cutting edge of enterprise technology, has created a number of data management solutions over the course of its existence. But many of these solutions were built on the back of acquisitions and mergers. This has resulted in many CRM customers using multiple Salesforce solutions, tools, and applications, with the risk of storing customer data in different silos within each of them.
To solve this, at Dreamforce 2022, Salesforce Genie was introduced: the first real-time platform to guarantee relevant, personalized and, above all, magical experiences.
What is Salesforce Genie?
Salesforce Genie is a hyperscale, real-time data platform uruguay whatsapp lead that powers the entire Customer 360 platform. It enables companies to turn their customer data into highly fluid, personalized experiences that adapt to customer needs in real time.
Genie is the highest level of Salesforce’s quest for a fully integrated data platform. It’s a solution that enhances every cloud and industry in the Customer 360 ecosystem. Salesforce has done this before with Flow and Einstein, bringing automation and intelligence to every sales, marketing, customer service, and commerce process.
How does it work?
How Salesforce Genie Works
As the driving force behind Customer 360, Salesforce Genie captures, stores, and unifies massive streams of data in real time. It then integrates it with Salesforce's own transactional data to create a unified view for each customer. Here's how the process works:
Connect your data
Genie has built-in connectors that allow you to capture real-time information from any source (mobile, web, API), including Salesforce applications, legacy systems from MuleSoft, and historical data from proprietary data lakes. This allows you to connect massive volumes of data that, stored in Genie, are visible and available for use in Customer 360, as well as across all industry solutions, AppExchange, and customer applications.
It's worth noting that Genie runs on Hyperforce, Salesforce's public cloud infrastructure. Genie benefits from the security, privacy and compliance controls, as well as the built-in data ethics features found in Hyperforce.
Harmonize your data
There's no point in having a huge volume of data if it doesn't provide clear and accurate information about your customers. To achieve this, Salesforce Genie offers the Customer Graph - a set of data models that harmonize all data flows into a unified profile for each customer. This ensures that all data, regardless of its origin, flows into the same profile, providing a single source of information in real time.
Interact backed by your data
At this point, identity resolution is achieved for each customer, providing a complete history of their interactions with the company in a single profile. Since the information stored in Genie is available to all of Customer 360, it will be accessible to any cloud or application within this platform. This allows agents from any department or sector to be supported in real time with unified profiles for fast decision making.
Create magical experiences for your customers
The great advantage of unified and consistent information provided in real time is the hyper-personalization of the customer experience. In addition, with Flow automation and Einstein AI, the power of data can be exponentially increased on a massive scale in real time, for the development of more dynamic and proactive actions with customers. With Genie, Salesforce promotes, now more than ever, the creation of magical experiences for your customers in any sector or industry.
How Salesforce Genie Enhances Customer 360 Features
Salesforce Genie: A Level Above CDP
One of the biggest questions about Genie is its similarity to Salesforce CDP. However, Genie is a new level above CDP. In fact, CRM itself emphasizes that Genie is not a simple addition to Salesforce CDP, nor a separate feature from it. On the contrary, it is a rethinking of CDP itself and its capabilities.
Historically, CDPs have been a marketing tool, bringing together data from different channels into a single view. Genie represents a structural shift in this regard. The two main differences with Salesforce Genie are, first, access to information in real time, allowing for instant updates.