June, 2018 - gettectonic.com
Salesforce Success Story

Case Study: Health Payer/Provider Onboarding/Network Growth

After doing their initial Sales Cloud implementation and SAP integration over 12 years ago, this company was only leveraging Salesforce in a basic capacity, being a predominantly SAP and Microsoft shop. Fast forward to about a year ago, with a change in leadership, Salesforce became the desired platform to build and expand on. With the need to support multiple lines of business, provide more accurate forecasting and quoting and close the gap between sales and supply chain there was a lot to tackle both immediately and long term.

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Salesforce Objects

Types of Objects and Fields in Salesforce

Salesforce relies heavily on objects, which serve as a fundamental component by offering a framework for data storage and integration into the user interface. Thereby resembling the structure of a database table. Object fields, akin to database columns, and records, resembling database rows, play crucial roles in this system. Standard Objects Salesforce provides standard objects as a foundational CRM structure, encompassing entities like account, contact, opportunity, lead, and campaign. These standard objects act as tables containing records accessible through standard tabs such as Accounts, Contacts, Opportunities, Leads, Campaigns, and more. Industry specific Salesforce Clouds have additional standard objects Custom Objects In addition to standard objects, Salesforce permits the creation of custom objects tailored to specific organizational data needs that may not be accommodated by standard objects. For instance, creating a custom object to manage employee checking and saving account details for processing biweekly salary, ensuring privacy by restricting access to the system administrator and the employee who initiated the record. Reports and dashboards can be generated based on data stored in custom objects, typically identified by a __c suffix. Standard vs. Custom Objects The distinctions between standard and custom objects are highlighted in the following table: Standard Object Custom Object Cannot be deleted Can be deleted Grant Access Using Hierarchies sharing access cannot be changed Grant Access Using Hierarchies sharing access can be changed Truncating standard objects is not possible Truncating custom objects is possible Custom fields can be created on standard objects Custom objects include some standard fields like Name, Created by, Last modified by, etc. External Objects Similar to custom objects, external objects enable the mapping of data stored outside the Salesforce organization. These objects rely on an external data source definition, such as Salesforce Connect or OData, to establish connections with external system data. Each external object corresponds to a data table in the external system, with fields mapping to table columns. External objects are typically denoted by a __x suffix. Standard and Custom Fields Both standard and custom objects include standard fields like Name, CreateDate, LastModifiedDate, and Owner fields. Standard fields are predefined and integral to the Salesforce application, while custom fields are tailored to meet specific business needs, allowing addition, modification, and deletion. Custom fields are often identified by a __c suffix and can include custom help text for user guidance. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Event Monitoring in Salesforce

Event Monitoring Salesforce

Event Monitoring Salesforce: Leveraging API for Insights Event monitoring, an API-exclusive feature, isn’t accessible via the Setup area; instead, each organization’s event log files are stored in the API object called EventLogFile. Salesforce offers Workbench, an API tool enabling access to EventLogFile objects, facilitating tracking for various event types, including logins, logouts, URI, Lightning, Visualforce page loads, API calls, Apex executions, and report exports. Key Points: Exploring EventLogFile with Workbench: Understanding SOAP vs. REST: Downloading Event Log Files: Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Consent Management Analytics and Data Quality

Consent Management Analytics and Data Quality

Understanding Data Analytics Consent and Consent Management Why Consent Management is Crucial Consent Management Analytics and Data Quality. With laws like GDPR and CCPA imposing stringent data processing requirements, an effective consent management strategy is essential for compliance and building user trust. A Consent Management Platform (CMP) simplifies this process, offering comprehensive solutions for managing consent and user preferences. Emerging trends such as AI, blockchain, and browser-based preference signals like Global Privacy Control (GPC) are shaping the future of consent management, pushing for more dynamic, user-centric models that prioritize control and privacy. What is Data Analytics Consent? Data analytics consent involves obtaining and managing individuals’ permission to collect, store, and use their personal data for specific purposes. With an entire generation accustomed to constant data collection and analysis, consent management has become a vital component of digital operations. This discipline focuses on the practices and processes organizations use to handle and record user consent for data collection and processing. The Role of a Consent Management Platform (CMP) A CMP is a software tool designed to help websites comply with cookie regulations. It plays a crucial role by: How is Consent Managed in Data Privacy? Consent management in data privacy is a procedural approach ensuring compliance by informing users about data collection and usage practices. An effective process logs and tracks consent, enhancing data quality and relevance. Users who actively consent to data use are more likely to provide accurate and relevant information, which is vital for informed business decisions and personalized services. Why Consent Management is Essential for Data Protection Compliance Compliance with data protection regulations requires explicit consent for data processing, especially for sensitive data. Consent management: Informed Consent and Data Strategy Informed consent is crucial for ensuring participants voluntarily engage in data collection and understand its purpose. Implementing a consent management system involves: Explicit vs. Implicit Consent The Future of Consent Management Emerging trends like AI, blockchain, and GPC are influencing the evolution of consent management, necessitating more dynamic, user-centric models that prioritize user control and privacy. Businesses must refine their data strategies for increased transparency and prepare for a future without third-party cookies, ensuring that user consent is respected in all marketing activities. Content updated February 2024. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more Guide to Creating a Working Sales Plan Creating a sales plan is a pivotal step in reaching your revenue objectives. To ensure its longevity and adaptability to Read more

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