9: Salesforce Simplified: SALESFORCE INDUSTRIES: A COMPREHENSIVE OVERVIEW OF INDUSTRY-SPECIFIC SOLUTIONS

Apr 23, 2024

According to a report by Grand View Research, the global enterprise software market was valued at $389 billion in 2020 and is expected to reach $1.14 trillion by 2028 during the forecast period.

It was found that the growth is driven by the increasing adoption of industry-specific software solutions. Pandemic has pointed to the need for digital transformation, which is accelerating in the healthcare, media, and retail industries. But this list isn’t limited to these industries, and the change impacts, in fact, every organization.

So, companies are moving to more industry-specific software that corresponds to their business needs. To avoid the time and resources required to develop your own Salesforce data models, you can choose a pre-made ‘skin’ over other Clouds – Salesforce Industries products.

Salesforce Industries is a suite of enterprise software solutions built on the Salesforce platform that are designed to meet the specific needs of various industries.

It offers pre-built data models, workflows, and business processes, as well as industry-specific functionalities and features that correspond to economic, political, and social environments.

Host: Andy Whiteside
Co-host: Derek Cassese 

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Andy Whiteside: Everyone and welcome to Episode 9 of salesforce simplified. I’m your host.

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Andy Whiteside: Andy White side, Derek. I’m I’m sorry we don’t have intro music. I do a lot of podcasts and to be honest.

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Andy Whiteside: I listen to a lot of podcasts. And I get the, you know, 30 s to a minute worth of intro music. I’m like, damn! I wish they would skip that.

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Derek Cassese: Have pretty good intro music, though I’ll be honest like some of some good stuff.

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Andy Whiteside: Yeah, that’s true. But I am glad that we get straight to the topic. Let me get to one topic quick, and that is, if you’re a customer out there struggling with salesforce, and we know there are a lot of them. Not because the products, not great, the product. The platform is fantastic. It’s the implementation is

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Andy Whiteside: big and complex and scary, and lots of things you could do right.

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Andy Whiteside: A lot of things you can do wrong.

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Andy Whiteside: Lot of things you shouldn’t do on your own.

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Andy Whiteside: That’s why we’re here to help. That’s why we do this. Podcast I’ve got Derek receives to me. Derek is, really an expert on rolling out salesforce and continuing to tweak it and optimize it in the appropriate way. Derek, how’s it going.

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Derek Cassese: It’s going good, going, real good. And I I just wanna add something to what you just said. If you don’t mind E, even if you’re not struggling per se with salesforce. Maybe you’re just feeling like you’re not getting enough out of it as well right? Cause that’s another big thing. I I I you know I’ll compare it to me, taking my car to the bot, you know, to the shop.

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Derek Cassese: I I may or may not know what they’re doing to it, and there may be things that I could be doing better, and I just don’t know what you don’t, what you don’t know you don’t know right? And so that we’re also there to

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Derek Cassese: try to educate as much as possible, so that you get as much as possible out of salesforce.

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Andy Whiteside: I mean, compared to my my, my jeep. Right? I got a wrangler jeep that I wanna take off road and I have well, actually, I haven’t taken that one off road. I want to. I’ve had it for a year and a half now. One I needed some friends to go with. That’s number one number 2. I would love it if I had a friend that had like some of the equipment you need. So I didn’t have to go out and buy everything I need in order to go for this one first run I need to buy an air down, Kit. I don’t know if you’re an air down, kid, but where you let the tires out of the big, the air out the big tires

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Andy Whiteside: it’s like 60 bucks. I would rather just have a friend bring that. So I didn’t have to buy it the first time I went as an example.

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Derek Cassese: Yeah, well, it’s weird. I bring it up because, like I’ve had I have a I have a Honda sonat. I’ve had it since 2015, and I just had a service. And then mechanic he, we, he and I were talking. He’s like, you know what that does. And he’s pointing to a button. It says, auto hold, I’m like, have no idea what that does.

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Derek Cassese: Never pushed it, never used it. Don’t know what it does, and he’s like, well, if you have that turned on, then when you come to a stop. You can let off the break, and the car will just stay there until you give a gas again. Like I had no idea I had that feature in my car, and

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Derek Cassese: it’s not like I, you know. It’s not like I couldn’t use my car, but I wasn’t using the feature that came with it. So.

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Andy Whiteside: Nobody knows everything.

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Andy Whiteside: and if they say they do, then they definitely don’t.

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Andy Whiteside: Alright the blog you brought today is called salesforce industries. A comprehensive overview of industry specific solutions. And, I’m gonna add, within the platform, this is this is from Dmitry Lichkey, am I? That’s his name right?

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Derek Cassese: Buy check. Maybe

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Andy Whiteside: I didn’t come close lieche. I’ll go with your light check. That’s from July of 2023 is when this this article came out. Everything in it still applies what we’re gonna cover today.

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Derek Cassese: Yes.

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Andy Whiteside: So, Derek, I’ll tee us up, and then you straighten me out. I I understand, salesforce as the platform that it is, and it comes out of the box right off the right off the web. Ready to go to do a lot of things but I think salesforce. They highlight in the intro here that even pre pandemic. But certainly during the pandemic it was this digital transformation. Transformation is happening across lots of industries. And they needed specific industry, focus

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Andy Whiteside: pieces

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Andy Whiteside: of salesforce in order to be able to align with what the industry need is that close.

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Derek Cassese: Yeah, kind of, I mean, it’s

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Derek Cassese: this is, I mean, this is a pretty important

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Derek Cassese: piece to understand around salesforce, because salesforce

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Derek Cassese: is, I still think the most customizable platform on the planet. And because of that

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Derek Cassese: you know, you can get.

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Derek Cassese: you can get bogged down. And how do we even get where we need to go right? And so, for example, if you’re a healthcare

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Derek Cassese: customer, how do you even build something that you need if you’re financial. How do you get where you need to go? And it also, what we’re going to address is

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Derek Cassese: for those that are listening that think of salesforce as

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Derek Cassese: account opportunity contacts and leads

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Derek Cassese: like it is, that is, sales cloud. That’s where it was born. Obviously, Crm, right?

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Derek Cassese: customer relationship management.

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Derek Cassese: But there’s there’s so much more to that. So what if you what if your business doesn’t call it an account?

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Derek Cassese: Right? So so the the idea behind this is you could certainly

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Derek Cassese: hire a developer architect.

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Derek Cassese: you know, somebody that really understands a platform and pay them

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Derek Cassese: to build custom objects. Put the fields on there, name things the way you want it. Bring in the the processes. And

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Derek Cassese: you could make these yourself.

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Derek Cassese: But that’s the whole point. Right? Is that you’re getting pre-built data models, workflows, business processes, but they but it’s business processes that are modeled by the industry, by sales, forces, customers. So you just you start at a really good spot when you come into these industry, industry, solutions.

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Andy Whiteside: You kind of align with the research other people have done on what the industry calls an account. Right? You might call a customer my caught. I don’t. An object I don’t. I don’t know but it should be somewhat aligned with what the rest of the world calls it, so that you’re not reinventing the whole concept.

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Derek Cassese: Well, yeah, I mean. So in sales, it’s an account in a contact in healthcare. It’s a patient in a family in higher Ed. It’s a student

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Derek Cassese: right in manufacturing. It’s probably an item. I mean, it’s everybody has different language. That’s that’s important. And that’s what makes salesforce so powerful is because you can rename objects and reuse standard objects to do different things.

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Andy Whiteside: Right?

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Andy Whiteside: So I’m looking into the blog or the article here a little bit, and it’s things things you’ll learn talks about automotive cloud communications, cloud consumer goods, cloud education, cloud energy and utilities, cloud financial services, government cloud.

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Andy Whiteside: Those were 2 different ones help, cloud manufacturing cloud media cloud, nonprofit cloud which you and I’ve actually talked about. I bet there’s more than that at this point, but certainly something to dive into.

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Derek Cassese: Yeah. So if you go to salesforce.com, and then at the top

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Derek Cassese: and hit their so their industries

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Derek Cassese: their industries drop down, you’ll see the current list.

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Derek Cassese: And there, there’s a lot right? I mean, there’s and there is, there’s even. And this is just industries to keep in mind. So you’re not gonna see like net 0 cloud, or loyalty cloud or service cloud or marketing cloud, right?

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Derek Cassese: But.

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Andy Whiteside: Screwed up on the order.

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Derek Cassese: So I was. I pause because Andy had a a big red web page

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Derek Cassese: saying that something was not happy.

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Derek Cassese: And so

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Derek Cassese: the so it’s the way that you have, like your core, foundational clouds, right? Sales service marketing and then you have

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Derek Cassese: industry clouds.

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Derek Cassese: And that’s what we’re talking about today. And the reason we’re doing that is because salesforce plays everywhere

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Derek Cassese: like it would. It’s it’s I still don’t know it. Find me somewhere that you can’t

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Derek Cassese: use this platform to solve business problems.

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Derek Cassese: I want to know what that is because I haven’t been able to do it yet.

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Derek Cassese: Yup, so you’re looking at it right there. Right? Automotive communication, consumer goods, education, manufacturing, public sector, nonprofit media retail

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Derek Cassese: technology. Yes, technology.

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Derek Cassese: It’s an application server.

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Derek Cassese: travel, hospitality, transportation, professional services. I mean, it goes on and on and on.

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Derek Cassese: It’s it’s it’s impressive. Right?

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Derek Cassese: So

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Derek Cassese: let’s

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Derek Cassese: let’s start. I mean, so we’re not obviously gonna be able to get into all of these. But we’re gonna kind of cruise through. We may stop on a couple of the bigger ones and talk a little bit more about them. But

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Derek Cassese: you know, we can start with automotive cloud, I mean, and this may actually, kinda

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Derek Cassese: you know, highlight what we’re talking about, because a lot of people may not even think that an automotive customer is using salesforce.

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Derek Cassese: Or if they ask an automotive customer, they’d be like, you’re using salesforce. They’re thinking about account opportunity contact lead. Right? That’s what they’re thinking when they ask that question.

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Derek Cassese: What they’re not thinking about is a vehicle console right where you get quick access to the vehicle, details, warranties, delivery reports, service reports.

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Derek Cassese: right. The the stuff that the guy behind the service counter is looking at when you drop your car off.

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Derek Cassese: that

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Derek Cassese: is, and can be powered by salesforce. Right? It allows capturing and identifying information about spare parts, accessories, test drive schedules, like all of that stuff.

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Derek Cassese: is customly developed in the automotive cloud data model.

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Andy Whiteside: And if you’re Ford, or General Motors or Tesla, maybe you maybe you build your own. But the rest of the world hmm! Not so certain they should do that.

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Derek Cassese: Yeah, it’s, I mean.

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Derek Cassese: it’s it’s interesting. Because again, these are what I’m trying to do is bring to the surface areas that people would be surprised to hear Salesforce is doing something, and

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Derek Cassese: when I joined Salesforce I was surprised. Almost every other day I was like, what like I mean, salesforce was huge during a pandemic. I mean, we we had vaccine cloud. We were working on all kinds of stuff to speed up the ability to give vaccines to people, and

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Derek Cassese: you know that’s just it just speaks volumes to how configurable this is.

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Derek Cassese: Which, again, is why there are so many folks out there that that need help with this, because you may not realize it’s so configurable. You probably have overlap. You probably own salesforce. And you bought some other third party product to do what salesforce could do for you.

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Derek Cassese: Yeah.

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Andy Whiteside: And and you got a choice. You can write it from scratch, or you can build it on a platform which is extremely extensible.

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Andy Whiteside: And it’s gonna allow you to zig when you need to zig zag when you need to zag, or, you know, go whatever direction you need to.

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Derek Cassese: Yeah, I look at it like, too. Th, there’s a benefit of that. It’s, you know, build versus buy mentality. And

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Derek Cassese: sure you could build it. If you have the expertise, but then you own it, it’s yours forever.

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Derek Cassese: If you buy it. So if you’re purchasing into one of these clouds. You’re getting the benefit of all the

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Derek Cassese: work and the engine that is salesforce that they’re putting into these clouds

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Derek Cassese: you get to benefit from. So if they add new features, or maybe there’s new, you know, industry, specific regulations like you get all of that

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Derek Cassese: that you would have to build yourself if you build it?

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Derek Cassese: Right?

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Derek Cassese: Yeah. And yeah.

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Andy Whiteside: Nobody. For the most part, nobody should want that.

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Derek Cassese: Yeah. I wouldn’t think that he would.

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Andy Whiteside: And do it themselves.

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Derek Cassese: I wouldn’t think that you’d want that

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Derek Cassese: It doesn’t make a whole lot of sense now.

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Derek Cassese: communications, Cloud, and I’ll be honest right. So when I was at Salesforce I was in health of my sciences, and so I spent. And you know, so it’s salesforce is verticalized for various, you know obvious reasons. I mean, there’s so much to it. But

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Derek Cassese: I mean, you know, communication communication cloud.

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Derek Cassese: you know. If you think about it, it’s you know, and I’ve got this pulled up over here. But you’ve got

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Derek Cassese: think about subscription.

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Derek Cassese: communications right? Fiber 5G,

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Derek Cassese: you know, cable modem things like that, that you know that. So there’s a used case that Nokia did with salesforce creating value in 5G. Right? And so they created a personalized service to deliver 5G services to their customers all back. Ended by the Salesforce communication cloud platform

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Derek Cassese: right? And then. So there you go there. There’s like another. Okay, you’ve got a

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Derek Cassese: communication.

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Derek Cassese: you know. So Internet voice, what have you

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Derek Cassese: customer leveraging this platform because of the out of the box pieces that it brings? So think telecom mobile services, video conferencing companies, things like that.

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Derek Cassese: Yep.

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Andy Whiteside: So, Derek, where do we want to go? Because we have all these different industry, specific.

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Derek Cassese: I want to go. I want to go down to Education Cloud next.

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Derek Cassese: and reason being, is that so? Iu, we have some ties to education higher. Ed in the past. So worked at University, North Carolina, Greensborough. For a long time.

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Derek Cassese: We didn’t have salesforce back then

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Derek Cassese: at U and cg, but you may be saying, Okay, well, how does this play? Right? How does

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Derek Cassese: how does higher Ed.

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Derek Cassese: leverage this? And so a couple of use case to think about when you think about this right recruitment and admissions.

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Derek Cassese: Student success

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Derek Cassese: talk digital campus concepts.

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Derek Cassese: remote learning, distance, learning, marketing communications. So think about wrapping all of that up on a single platform

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Derek Cassese: for a university, for a higher ed institution. Parents, portal gift, you know, gift entry. So there’s just a whole lot of

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Derek Cassese: use cases around this. But the that again, the data model is going to map

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Derek Cassese: to, you know, like class.

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Derek Cassese: Student alumni, like all those objects, are going to be there for you. And it’s gonna align with the industry.

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Derek Cassese: So for you know, any universities out there schools that you know. If you haven’t looked at salesforce or solutions for education, you should, because it’s impressive.

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Derek Cassese: okay? And so now let’s see where we at here. So education.

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Derek Cassese: I want to jump down to. Okay, here’s here’s another big one.

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Derek Cassese: financial services cloud.

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Derek Cassese: Now, this is a big one. This is a big boy in the

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Derek Cassese: in the industry’s

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Derek Cassese: portfolio. And this is where you’re going to start thinking about banking insurance.

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Derek Cassese: you know, asset management. So

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Derek Cassese: you’ve got

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Derek Cassese: again, the data model, the workflows, the regulations, all that stuff that’s built into this cloud

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Derek Cassese: specifically for this type of an environment. Right? So it comes with event monitoring field audit trail, cause, you know, auditing and maintaining, you know, encrypt encrypted fields and all that stuff is important. So again, not only are we talking about data model workflow. But if there are specific features

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Derek Cassese: that are needed in the industry, like, when we get to health cloud with hipaa like that’s gonna come along with it

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Derek Cassese: right. If if you were to roll your own, you would need to make sure that what you build gets certified and meets their requirements of whatever regulations that you have to follow, or you buy into one of these clouds. You solve that problem with, you know, out of the box solutions.

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Andy Whiteside: Yeah, cause that you start. You solve the problem from day one, or is the cloud as the regulations mature and evolve the clouds gonna go that direction. You go with that.

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Derek Cassese: Yeah, that? Well, that’s the thing right is that’s what you’re buying into is that salesforce

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Derek Cassese: is providing this

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Derek Cassese: solution for you.

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Derek Cassese: And so let them fight the battle of making sure that it’s, you know, up to par on all the regulations in your industry, so that you don’t have to go do that. You can focus on what the whole reason you’re doing this isn’t to do it like we’re not buying tech to do tech

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Derek Cassese: at the end of the day. We’re buying this stuff so that we can get our customers, get to our customers and provide a better service to our customers instead of like

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Derek Cassese: dealing with paperwork, and you know, regulation, you know, stuff that you have to do where you have to go, submit papers and all that. Let them do that right.

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Derek Cassese: and you know, and Salesforce will be up, you know. They’ll if you if you go. There’s pages where they’ll tell you where they are with certain things with, you know, hipaa and you know all that stuff, especially around. Good. You know the the government cloud. There’s all kinds of you know.

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Andy Whiteside: E.

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Derek Cassese: Requirements there, and you can see exactly where each product is.

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Derek Cassese: so

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Derek Cassese: government cloud, think of like.

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Derek Cassese: think of any Federal state, local government agency

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Derek Cassese: that needs that. We were just talking about it, right? That needs to have compliance. So fed ramp.

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Derek Cassese: you know. Maybe they need, you know, certain dod levels of of encryption. Maybe they need. You know, what have you? But this is this is where

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Derek Cassese: the government cloud comes into play.

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Andy Whiteside: And and Derek.

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Derek Cassese: So public sector. And so I’m glad you pulled that up, because in this article they’re calling a government cloud, it’s really public sector is where this falls in. And then you can see.

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Derek Cassese: Yeah, in the public sector section you can see government cloud public sector acts. You see it all in there.

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Derek Cassese: It’s all part of the

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Derek Cassese: the public sector section of the industry.

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Andy Whiteside: Yeah, looks like it’s probably evolved from government. Cloud is now turned in. Well, actually has a design

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Andy Whiteside: specifically for Federal State local defense intelligence agencies.

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Andy Whiteside: aerospace.

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Derek Cassese: Yep.

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Derek Cassese: that is true. That is correct.

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Derek Cassese: so okay. Next one we got to stop on is health cloud.

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Derek Cassese: And this is well, you know, obviously, this is where I I came from.

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Derek Cassese: so I have quite a bit of experience with health cloud as it pertains to

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Derek Cassese: how it’s used and use cases.

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Derek Cassese: So think of providers

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Derek Cassese: right.

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Derek Cassese: providing

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Derek Cassese: care and care coordination for patients.

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Derek Cassese: so help cloud can give you that 3 60 view of a patient and all their data

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Derek Cassese: right? Making sure that you have information on medical history, appointments, medication. What is their family, you know? Who in their fit like? Do they have relatives that they live near them? Are they on certain like regiments? All of that in one platform? Right? So think of like patient care, coordination, real time engagement with patients

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Derek Cassese: from that from the care coordinator to the patient. Right? So, providers, then you have the other side of that you have payers.

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Derek Cassese: So

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Derek Cassese: you know, thinking about it.

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Derek Cassese: personalized interactions with like insurance and making sure that you have appropriate coverage.

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Derek Cassese: you know, you’ve got

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Derek Cassese: interesting stuff like. So with with the payer side of it, you’ve got engagement points so that you can at the time that maybe somebody’s calling in. You can get that information like right then on the phone, right? So pull up their information and or tell them why something you know why they’re not covered on something. So it’s it’s really around the payer. So we got payer provider. We got pharma biotech med device companies and and recently.

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Derek Cassese: aside from health Cloud, is the recently announced life sciences cloud

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Derek Cassese: right? And that use. So there used to not be a life sciences cloud. It’s not on this. It’s not on the article.

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Derek Cassese: but life sciences is clinical and

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Derek Cassese: like, think of trials, right medication trials, or drug drug development. And so they now have. So that used to be a gap in that, in that.

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Derek Cassese: in that in that world, right where there was health cloud. But there wasn’t anything specific to

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Derek Cassese: life sciences cloud. And now there is, which is pretty cool. And so.

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Derek Cassese: you know, you’ve got companies like Takada and Moderna right. Everybody is moderna from the pandemic days, but they’re all leveraging

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Derek Cassese: the life sciences cloud for various aspects of their business.

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Derek Cassese: So Health Cloud is a very

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Derek Cassese: important piece of the puzzle. The next thing somebody might be saying, Yeah, well, okay, well, we got ehr right? Where? How does the Ehr play with health cloud? And it’s important to really kind of talk about this very briefly, in that.

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Derek Cassese: like the Ehrs have been around forever. You get your epics and your cerners. And what have you? And they do a really good job at all the like clinical data that’s coming in.

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Derek Cassese: But it’s it’s very rigid, like, yeah, from a customization perspective. At least from what I’ve seen, you know, there’s not a whole lot of wiggle room so providing like this end to end

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Derek Cassese: experience for patients and and or, you know, providers and whatnot is very limited. So what you do is you front end that with salesforce health cloud, and then you Api access or with mule soft

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Derek Cassese: the data that’s in the Hrs right? So they work hand in hand.

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Derek Cassese: They each have their spot.

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Andy Whiteside: I I can’t think of an industry more than healthcare that needs specialized, but yet platform based.

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Derek Cassese: Yes.

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Derek Cassese: yep.

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Derek Cassese: alright. So touch on a couple of the big ones. Manufacturing cloud is another big one, right? And so

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Derek Cassese: it’s distributors. Suppliers is who this is really for?

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Derek Cassese: They’ve, you know.

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Derek Cassese: some of the specific things in here, and I don’t have a whole. I don’t have as much experience with the manufacturing cloud piece. But it’s it’s it’s similar, right? It’s like account based forecasting.

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Derek Cassese: So there, there is a sales aspect to that. But it’s a sales aspect as it pertains to manufacturing.

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Derek Cassese: Right? So it’s gonna have that data model that workflow. You’re you know. And you’re gonna that’s gonna be the redundant theme here is that you’re get you’re buying into the industry

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Derek Cassese: language if you will.

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Andy Whiteside: Yeah, so you got the platform it’s based on. But industry, specific language that allows you to speak the same language as others in your industry. But then customize what you need.

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Derek Cassese: Yes.

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Derek Cassese: that’s sounds

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Andy Whiteside: Really.

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Derek Cassese: So

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Derek Cassese: the next one.

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Derek Cassese: let’s go to Nonprofit Cloud.

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Derek Cassese: because this is important. And

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Derek Cassese: you know we’ve done a nonpro. We’ve done a pod on the nonprofit cloud. We’ve talked about it before. There used to be the nonprofit success pack. So this is, you know, it’s fundraising. It’s grants. It’s donations. It’s

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Derek Cassese: you know, marketing and engagement

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Derek Cassese: program management. That’s that’s what. Again, that’s what you’re getting when you buy into to nonprofit cloud for nonprofits. It’s from the charitable organizations.

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Derek Cassese: And

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Derek Cassese: it’s really like the idea behind all of these is to have you focus on the the stuff that’s important

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Derek Cassese: and not getting to the stuff. That’s important. Right? Let’s not spend 2 years building the house.

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Derek Cassese: Let’s start with a house. And like, let’s start getting. Let’s start connecting with our customers.

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Derek Cassese: Okay.

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Derek Cassese: so let’s go to the top. Here. We talked about.

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Derek Cassese: you know, automated Cloud, automotive cloud communication cloud education. So there’s another one. I mean, there’s

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Derek Cassese: there’s consumer goods or retail cloud, right? So there’s a whole piece of salesforce where you can have a storefront. And people can. You know people can buy things from the store, and you probably have already used one of these. I know that Adidas was a big customer to go and buy stuff

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Derek Cassese: off their site. There’s a bunch of customers are using this to build web front, you know, to build web stores. But also to combine brick and mortar with web presence, right? So that you have a personalized experience when you walk into a store so they can say, Oh, Hi, Derek, I see that you know you purchased

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Derek Cassese: this mountain bike a couple of weeks ago. Like if I was Ari, what have you? But they you know they know who I am, and they can say we’ve got this on sale. If you need any help, let us know. But a much more personalized experience connecting all my touch points right?

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Derek Cassese: So there’s a whole

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Derek Cassese: piece of the puzzle when it comes to retail cloud and consumer goods. Cloud.

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Derek Cassese: There’s a ton of use cases, and customer success stories on the website about each one of these, which could you know, each one of these class could be a podcast quite frankly, like you could dig into each one of these.

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Andy Whiteside: And and the podcasts are all series really.

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Derek Cassese: Yeah, I mean, it’s it’s there’s so much to these that

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Derek Cassese: what I’m trying to do is paint the picture of it’s it’s it’s almost limitless. If you think about

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Derek Cassese: this platform and what you can’t accomplish with

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Derek Cassese: like molding this after your business, it’s not just. Do you do salesforce to sell something for account. And do you have accounts, opportunities, leads and contacts? Right? That’s where it was born from.

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Derek Cassese: A lot of people are using this for things way outside that

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Derek Cassese: one thing I also wanna drive home is

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Derek Cassese: just the platform. Let’s take these clouds out of the picture for a second.

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Derek Cassese: Just the salesforce platform. I sent you. There’s another link I sent you.

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Derek Cassese: yes.

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Derek Cassese: okay.

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Derek Cassese: So, Andy, you were at Dreamforce last September with me. I don’t know if you use. Did you use the app for the event?

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Andy Whiteside: Oh, yeah, of course. Yeah.

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Derek Cassese: Okay, so that app

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Derek Cassese: was built on a salesforce platform.

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Derek Cassese: There’s a mobile app, but there the the platform in itself is an application platform.

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Derek Cassese: and I like to give the example. When I was learning this, when I got hired into salesforce, and I I was trying to get away from my mentality of sales cloud.

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Derek Cassese: You know I built kind of a fictitious Nfl. Team because I had to kind of wrap my head around the fact that this was way. More than that.

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Derek Cassese: And so you have the ability to build anything you want

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Derek Cassese: with a platform license that may not fit the mold of an industry may not be service, maybe something totally outside the box.

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Derek Cassese: like an event. So what Salesforce did here was they created an event app.

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Derek Cassese: that’s all based on, you know, records and objects, and you know, automations and flows, and what ha! And you know, and obviously records for people in salesforce platform.

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Derek Cassese: And then they expose it via the mobile app. So people can actually leverage it

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Derek Cassese: right? And so this I’m I’m explaining. I’m showing this because this

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Derek Cassese: kind of tears down the walls of that you have to fit in one of these models you you really don’t like. I’m huge in fantasy football. I could run my entire Fantasy Football League off a salesforce. If I wanted to. Right I could build.

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Derek Cassese: you know. I mean it kind of disguised the limit right? I think back to when I interviewed. There’s a guy that, and it’s still out there if you search it. But he

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Derek Cassese: you know, he created a a a Minecraft level with his salesforce so he could walk around and look at his accounts and pull levers for his opportunities, you know. So it’s just there’s so much to this platform. I think it’s important to understand that.

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Derek Cassese: if you’re not, if you’re not, if if you’re still thinking about salesforce as a Crm and a Crm. Only you’re missing out on a lot of potential opportunity

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Derek Cassese: to buy into this platform and leverage all the other things that come along with being a part of it like the AI, like the, you know, the generative AI piece. The fact that anybody so I could be a one person business that bought into one of these solutions, and I get the same AI capabilities that

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Derek Cassese: you know.

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Derek Cassese: A huge fortune, you know, like a like a Verizon, or a what a, you know a huge corporation would have like at the same

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Derek Cassese: access to that type of AI.

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Derek Cassese: So it’s it’s really important. And then another one I sent you. There’s one more link on there. Go to the third one, because this will kind of bridge the gap a little bit to

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Derek Cassese: some of the stuff that we done like Octa, right? So everybody’s in the it or in the you know the the it spaces familiar with Octa.

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Derek Cassese: But here’s an app that was created within salesforce to expedite pricing and packaging for pro services.

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Derek Cassese: It has nothing to do with a an account, a contact, or an opportunity.

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Andy Whiteside: Me!

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Derek Cassese: Right. It’s just an app that was built on the platform because the platform is so flexible. It’s it’s declarative, which means that you don’t have to know how to code.

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Derek Cassese: I mean, there are some circumstances where you do, but for the most part you don’t need to know how to code. It’s drag and drop. It’s declarative development.

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Derek Cassese: And then going mobile is.

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Derek Cassese: you know, for somebody that used to write code for

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Derek Cassese: palm pilots way back in the day, like the the way you can go mobile now so easily just blows my mind.

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Derek Cassese: So it’s

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Derek Cassese: It’s a very, very impressive platform. It’s way more than sales. It’s way more than just service

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Derek Cassese: or marketing, and you know I haven’t even gotten into the whole like velocity and omni studio pieces that come along with these industries. So with these industries, you get extra stuff.

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Derek Cassese: and maybe we’ll get into that stuff on a future. Podcast but I think that I’ve kind of drilled on what I wanted to do, which was just, you know, Peel back the onion and get away from the traditional concepts of salesforce, and, you know, shine a light on some of the other things that are

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Derek Cassese: are all you know, that are mainstream for salesforce, like they’re doing a lot of business in all these areas.

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Andy Whiteside: It’s truly limitless. And the great equalizer like you were saying for smaller medium, large companies that that you know don’t wanna write this stuff from scratch, and even the big ones. The enterprises shouldn’t be writing it from scratch. But you know, historically, they have. I think they’ve gotten smarter, and they’re starting to do it on platforms that then enable, you know the AI and the

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Andy Whiteside: the mobility like you’re talking about here.

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Derek Cassese: Yep.

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Andy Whiteside: And cloud hosted. All that part goes away to the infrastructure.

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Derek Cassese: Yeah, the infrastructure goes away.

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Derek Cassese: it’s it’s

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Derek Cassese: you know. I mean, you. Do. You know, obviously.

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Derek Cassese: you know, your Internet connection becomes

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Derek Cassese: very, very important. There are solutions that are offline within salesforce.

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Derek Cassese: you know, there’s there’s like field service. You’ve got offline capabilities for people that are out in remote locations where they don’t have access to Internet. There’s all all that stuff has been thought of.

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Derek Cassese: So

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Derek Cassese: where we can help like this is the type of stuff you know. I I love having these conversations. You know. What are you doing? What is your business doing? Where are you struggling? What are. Do you have 500 apps, and you could reduce that down and start doing, you know, have one dedicated platform that’s transformational. That’s the type of stuff that

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Derek Cassese: you know can really help an organization prepare for the next 5, 10 years, especially if you know you want to get to the cool stuff you want to get to the AI and all you know what’s next. Right.

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Andy Whiteside: Which everybody either does know that, or they will know that they want that.

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Derek Cassese: Yeah, I mean, it’s I. Look at it.

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Derek Cassese: the the cust, the companies that embrace the AI

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Derek Cassese: and leverage it

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Derek Cassese: in ways that help them connect to their customers and leverage it ethically and correctly, are the ones that are going to succeed.

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Derek Cassese: And then there are going to be those that

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Derek Cassese: maybe don’t look at it like they maybe look at it like the next, you know, nft or something that just is a fad and unfortunately, I think that they’re going to get left behind on this one.

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Derek Cassese: So.

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Andy Whiteside: Yeah, it. It’s

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Andy Whiteside: they may not be obvious overnight. But eventually, yeah, the people who can leverage the the AI as a tool

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Andy Whiteside: for whatever purpose marketing. Follow up being proactive about who to reach out to

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Andy Whiteside: you know, just serving your customer better.

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Andy Whiteside: no matter who the customer is even. It’s internal employees.

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Andy Whiteside: Those are the people that are going to succeed.

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Derek Cassese: Yep.

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Andy Whiteside: Yeah. Okay.

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Andy Whiteside: Derek, it’s probably not too late to start. Not too early to start talking about dreamforce 2024. We’re gonna start trying to wrangle people up and going.

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Andy Whiteside: What are you looking forward to?

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Derek Cassese: Oh, I’m looking forward to all the new stuff that’s coming out. But really I I’ll be honest, like what I look forward to the most to dreamforce is

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Derek Cassese: it’s the community, right? It’s meeting people that are solving these problems. I mean, you’re gonna go there and be wowed by something that, you see. And you’re like, Oh, that’s really, that’s really awesome. How they did that you’re gonna get a chance to see gold jackets which are trailblazers that are doing stuff that’s transformational in their space to help people.

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Derek Cassese: I just you know, I

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Derek Cassese: it’s it’s just a it’s a really interesting experience across the board, and I’m looking forward to going with folks that we’re helping right? I mean, we we’re able to give dreamforce passes at a discount, and we all go together.

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Andy Whiteside: And by discount, you mean, like 90% off.

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Derek Cassese: Yeah, almost, yeah, like, like, seriously, almost free, essentially, which is crazy. And I wish I had known that

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Derek Cassese: when I was, you know, wanting to go before salesforce and all that stuff. But you know it’s it’s essentially free. You’d go with those integrity. We’d go out. We’d have a good time we’d learn get certified. It’s just gonna be a great time. And then the the other thing I did wanna mention real quick, too, is if you’re in the Greensboro area where we where I am, we’re having an event on May seventh, at Daddy Greens.

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Derek Cassese: I’m down. We’re gonna talk about all kinds of cool stuff. I’ve got a data cloud. Instance that I can show. Not a big Powerpoint person. But I’ve got, you know, we can go with any which way we want. I’ve got some topics to talk about, but it’s to try to capture that. What I just talked about that, like the essence of customers talking to customers. We’re gonna try to recreate that

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Derek Cassese: in the triad. We’re gonna recreate that in other cities around the country and just kind of build out this, this community.

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Andy Whiteside: Yeah, it. It’s definitely needed.

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Andy Whiteside: Definitely needed. Well, Derek, we’ll start socializing all those things more. And yeah, this alone. Just today. The the the idea of helping me better understand these different industry specific

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Andy Whiteside: cloud build out to salesforce has has you know. I knew they had some I didn’t know is this extensive.

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Derek Cassese: Yeah. Yeah. And we didn’t. Even we didn’t cover. I mean, we covered, like, you know, maybe

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Derek Cassese: half. If that I mean, there’s there’s a lot to it. Yeah.

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Andy Whiteside: And growing. I’m sure I’m sure there’s others in the works as we speak.

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Derek Cassese: Yep, yeah, like, I said, they just announced life sciences cloud. So

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Derek Cassese: you know that what they do is they? They wait to make sure that there’s enough demand. And then.

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Derek Cassese: you know, if they if they’re gonna build a cloud, and you know, there’s enough demand, and you’re gonna get a strong backing for it.

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Andy Whiteside: Alright, sir, I look forward to having this conversation again in a couple of weeks.

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Derek Cassese: Yeah, sounds good.

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Andy Whiteside: Thanks.