The major announcement at Dreamforce so far has been the Salesforce IoT cloud, I wrote a News Analysis blog post on Monday (check it out here). 
 
By now we have learn more on the new offering - so time to collect first thoughts in a video:

 

For those who can't watch it here are the key takeaways:

 
  • Salesforce IoT Cloud uses a lot of opensource - Kafka, Spark, Storm and Cassandra are mentioned, in my view a good move - as pretty much all vendors now need to leverage open source to keep up with the speed of the community based development.
  • The setup looks / sounds very much of what Salesforce unveiled a year ago for Wave, now Salesforce Analytics Cloud. The concern is that an IoT architecture is very different from a BI / Analytics ingestion architecture. 
  • The other concern is around the massive 'data gravity' of IoT - concepts that move the code to the data seem to be more successful in the long run than concepts that move data around, Salesforce seems to do the latter.
 
Keep in mind this is a First Take - we will learn more through the course of the week. Salesforce is creating substantial value connecting IoT events and data with its transactional applications. Stay tuned. 
 
More on Salesforce:
  • News Analysis - Salesforce Unveils Breakthrough Salesforce IoT Cloud, Powered by Salesforce Thunder - First dips into IoT - read here
  • News Analysis - Salesforce Unveils the Next Wave of Salesforce Analytics Cloud—Delivering Actionable Insights Across the Customer Success Platform - Glass half full - and half empty! Read / watch here
  • Event Preview - What I would like Salesforce to address this Dreamforce 2015 - read / watch here
  • News Analysis - Salesforce Announces Salesforce App Cloud - A Unified Platform for Building Connected  Apps, Fast - It’s all coming together, across the clouds - read here
  • News Analysis - alesforce Delivers Salesforce1 Lightning Components and App Builder […] - More productivity for Admins and Developers - read here
  • News Analysis - News Analysis - Salesforce Launches Salesforce Shield - More PaaS capabilities coming to Salesforce1 Platform - read here
  • News Analysis - Salesforce Transforms Big Data Into Customer Success with the Salesforce Analytics Cloud - Read here
  • News Analysis - Market Move - Salesforce (re) enters HCM - will it rypple the market this time? - Read here
  • Event Report - Salesforce Dreamforce - A Customer Succes Platform, Analytics and Lightning - but really Salesforce is re-platforming - read here
  • Constellation Research Summary of Salesforce Dreamforce 2014 - read here
  • Research Summary - An in depth look at Salesforce1 - Better packaging or new offerng? Read here.
  • Dreamforce 2013 Platform Takeaways - All about the mobile platform - or more? Read here
  • Platform ecosystems are hard - Salesforce grows it - FinancialForce shrinks it - read here.
  • Our take on Salesforce.com Identity Connect - from three angles - Identity, CRM and PaaS - read here.
  • Takeaways from the Salesforce and Workday Strategic Partnership - read here.
  • Act II - The Cloud changes everything - Oracle and Salesforce.com - read here.
  • How many Pivots make a Pirouette? Salesforce's last Pivot - read here.
Find more coverage on the Constellation Research website here and checkout my magazine on Flipboard.