2019 - gettectonic.com
Salesforce Health Cloud

Salesforce Health Cloud Information

Salesforce Health Cloud is a specialized platform tailored for health industry organizations, offering an automated approach to streamline practices and deliver personalized care to patients and providers. By harnessing the security of cloud technology, coupled with mobile and social capabilities, Health Cloud strives to reduce costs and enhance productivity, providing a comprehensive 360-degree view of

Read More
Salesforce Scheduler

Salesforce Scheduler

Utilize our Setup Assistant’s step-by-step guide for Salesforce Scheduler to configure locations, hours, and resources. Set your teams up for successful appointments by assigning skills, making it effortless for any resource or customer to schedule, edit, and cancel appointments. What is Salesforce Scheduler? Salesforce Scheduler offers tools for managing data related to scheduling appointments. Embed

Read More
Salesforce Integration

Salesforce Integrations

How do you make Salesforce even better? Integrate it with all the third party apps you already use. From productivity to marketing to collaboration and beyond, now you can connect your Salesforce to the other tools you need to run your business. MuleSoft is Salesforce’s integration and automation technology and offers connectivity solutions for all

Read More
Salesforce Heroku

Heroku Explained

Heroku functions as a cloud-based platform-as-a-service (PaaS) tool, streamlining the deployment, management, and scalability of contemporary applications. While the Salesforce Platform excels in developing apps for internal users, this tool specializes in crafting customer-facing applications. Leveraging its container-based cloud platform, Heroku enables developers to create apps seamlessly integrating with Salesforce data through readily available connectors.

Read More
Salesforce Dialer

Lightning Dialer Salesforce

What is Lightning Dialer Salesforce? Lightning Dialer Salesforce offers an outbound calling product with the option to add inbound calling functionality. You can pay for just the total number of minutes your entire org uses (in blocks of 1,000 minutes). Salesforce recommends first choosing the right Sales Dialer edition for your business needs. Is Salesforce

Read More

Box and Salesforce Integration

What is Box and Salesforce integration? Together, Box and Salesforce integration bring you seamless solutions that make it easy for teams to securely collaborate on the most critical content in Box, without leaving Salesforce. It easily connects with other Apps to share and store the data. Box allows users to create, edit, update, and share

Read More
Salesforce Contact Key

What is the Contact Key in Salesforce?

The contact key in Salesforce, also known as a subscriber key, is a unique identifier for a contact in Marketing Cloud MobilePush. Use this value to associate cross-channel addresses and subscriptions for a single contact. You can use the same key for a contact across multiple channels, such as email, SMS, and push messaging. What

Read More
Salesforce and Demandbase

Demandbase Salesforce Integration

The integration of Demandbase with Salesforce creates a seamless connection between Demandbase One and your Salesforce CRM, establishing a bidirectional sync for efficient data exchange. Bidirectional sync means data can travel in both directions from one platform to the other. Note that Demandbase does not generate new Salesforce account, contact, lead, opportunity, or campaign records

Read More
Salesforce analytics insurance

Cool Ways to Use Surveys With Salesforce

Leveraging survey forms is an effective way to gather real-life insights from individuals crucial to your organization. Salesforce facilitates survey integration either through Salesforce Surveys and Feedback Management (add-on license) or by seamlessly integrating web forms with Salesforce. Storing feedback in your CRM, linked to comprehensive contact information, is an obvious advantage. Salesforce surveys give

Read More
Salesforce AI Einstein Next Best Action

Salesforce AI Einstein Next Best Action

Salesforce AI Einstein Next Best Action is a feature designed to identify the most effective actions available to agents and customers in real-time. Operating as a recommendation engine powered by extensive data analysis, it facilitates a dynamic workflow aimed at optimizing the customer pipeline. Tailoring recommendations to specific individuals at opportune moments is made effortless

Read More
Salesforce Quip Sales Cloud Service Cloud

What is Quip for Salesforce?

What is Salesforce Quip? Quip is collaborative documents, spreadsheets, slides, and chat rooms directly within Salesforce objects and records. Quip can be attached to Sales Cloud and Service Cloud – and when combined with Chatter. Learn more about Quip for Customer 360 Admin Foundations. What is Quip for Salesforce? Quip helps your users collaborate to

Read More
How Good is Our Data

Agiloft Salesforce Integration

Optimize organizational efficiency, performance, and value by automating contracts with Agiloft Contract Lifecycle Management Software. Regain control and streamline processes through seamless integration with Salesforce. Read on about Agiloft Salesforce integration to learn more. Agiloft’s core platform offers direct integrations that facilitate interaction within your daily tools. Collaborate effortlessly in Microsoft Teams, Outlook, and Office,

Read More
Salesforce Document Generation

Generating Documents in Salesforce

Salesforce document generation poses a challenge for businesses, given the intricacies of integration involved. Fortunately, a variety of tools are available for generating documents in Salesforce, and Tectonic is well-equipped to assist in their successful implementation. Salesforce Industries Document Generation empowers businesses to craft and manage accurate documents linked to standard Salesforce objects, encompassing contracts,

Read More
Salesforce

An Intro to Salesforce Acronyms

Following is an intro to Salesforce acronyms that you will encounter when discussing Salesforce CRM. Acronym Meaning Definition AKA Also Known As Due to name changes Salesforce has made to some products and also the slang/pet names the Salesforce community adorn certain functionality, these three letters have crept into our vocabulary. BA Business Analyst Business

Read More
gettectonic.com