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Salesforce for Churches
27Dec

Salesforce for Churches

In an era where faith-based organizations are propelled not only by spiritual missions but also by the necessity for efficient management, Salesforce emerges as an excellent solution. This robust Customer Relationship Management (CRM) platform isn’t exclusive to corporate entities; it’s a transformative tool for nonprofits, churches, and charities seeking to enhance their outreach and administrative capabilities. In this article, we’ll delve into how faith-based entities can harness Salesforce to streamline operations, enhance community involvement, and amplify their outreach endeavors. Understanding the Needs of Faith-Based Organizations Faith-based organizations navigate a distinctive landscape, overseeing extensive networks of members and volunteers while endeavoring to embrace modern digital tools without sacrificing personal connections. At their core, the faith-based organizations we collaborate with encounter similar challenges, centering around the following priorities: Data Management Challenges For churches, synagogues, mosques, and other faith-based entities, managing membership databases, tracking donations, and understanding community needs are paramount. These organizations often encompass a large membership base, necessitating meticulous tracking of personal information, contact details, and involvement in various activities. Moreover, ensuring the accuracy and security of this data remains a top priority. Donation tracking poses another significant challenge. These organizations heavily rely on donations from members and the community to sustain their operations and initiatives. Precisely managing and recording these donations is critical for financial transparency and accountability. However, manual tracking and reconciliation of donations can be time-intensive and error-prone. In light of these challenges, organizations seek a streamlined, user-friendly yet robust solution for their data management needs. Communication and Engagement Requirements The essence of any faith-based initiative lies in its ability to communicate and engage with the community it serves. This extends beyond data collection—it necessitates a platform capable of interpreting data into actionable insights and leveraging those insights to foster meaningful participation and engagement from the community and its members. Effective communication is pivotal to connect with members, disseminate important information, and cultivate a sense of community. This entails sharing updates about events, programs, and initiatives, as well as providing channels for members to communicate with the organization and with each other. By facilitating avenues for involvement, volunteering, or feedback, faith-based organizations can cultivate a stronger, more connected community. How Churches Utilize Salesforce Volunteer Tracking and Engagement: The mobilization of volunteers constitutes a significant asset for religious organizations. Salesforce aids in delineating opportunities, tracking volunteers’ preferences, and nurturing relationships. Congregation Connect, powered by the Salesforce.com platform, offers a novel approach to congregational management. It harnesses a unified platform for all constituent data to facilitate a Connected Ministry/Church or Connected Synagogue/Temple/Shul. Benefits of Utilizing Salesforce There are myriad benefits to utilizing Salesforce for faith-based organizations, including: Customized Donor Management: A robust CRM tailored to donor management proves invaluable for faith-based fundraising endeavors. It not only stores data but also automates donor outreach processes. Volunteer Tracking and Engagement: The mobilization of volunteers constitutes a significant asset for religious organizations. Salesforce aids in delineating opportunities, tracking volunteers’ preferences, and nurturing relationships. Event Planning and Management: Salesforce streamlines the planning and execution of events, from weekly services to fundraising galas, fostering a more organized approach and allowing for a focused operational strategy. Enhanced Community Outreach: Salesforce’s advanced analytics and reporting capabilities empower faith-based organizations to better comprehend their community dynamics and tailor outreach efforts accordingly. By identifying patterns and needs, these entities can effectuate a more substantial impact in their communities. Faith-based endeavors are inherently mission-driven. By furnishing our clients with improved tools to access their data, Tectonic can aid them in advancing their mission in the world. Our consultants possess extensive experience in system implementation and consulting, with a profound background in faith-based vocations. Whether the work is conducted in churches or organizations like multiplication networks or ministries, we possess the expertise to provide assistance. We have curated a suite of Salesforce solutions to support our clients’ ultimate objective of transforming lives. How Churches Utilize Salesforce: Church Metrics Reporting (salvations, baptisms, financial/stewardship reporting) Course Programs (discipleship, baptism, leadership college, bible study, membership) Credentialing or Serving Processes (volunteer management) Pastoral Counseling (case management) Benevolence and Grief Support Groups/First Responder Chaplain Teams Community Outreach Efforts Christian School Management Salesforce Database Customization Help Churches Improving Communities create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data. 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 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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December 27, 2021in Salesforce
Salesforce Advanced Reporting
23Dec

Salesforce Advanced Reporting

Data Is EverywhereIt’s no exaggeration to say that data is omnipresent. With 2.5 quintillion bytes of digital data generated every day, it’s clear that the modern world runs on information. For businesses, this data surge presents immense opportunities. By capturing, organizing, analyzing, and interpreting it effectively, organizations have enhanced their processes and targeted their marketing efforts with precision. Tools That Communicate InsightsHowever, finding data is only the first step. Even actionable insights must be presented clearly to decision-makers, or they risk being overlooked. A staggering 48% of employees report struggling with data that is not optimized for their needs. This issue spans industries, highlighting the critical role that reporting tools play in business success. Effective tools rely on data visualization to make complex information easy to comprehend. Visual displays allow for faster digestion of data, turning raw information into actionable insights. Modern dashboards and visualization software combine reporting and clarity, ensuring accessibility for all users, regardless of technical expertise. Ease of Use Is CriticalThe best data reporting tools aren’t just powerful—they’re user-friendly. Tools that are overly complex risk becoming ongoing IT projects, diminishing their value to leaders and decision-makers. An intuitive interface, coupled with automation and compatibility across all devices, minimizes reliance on IT support. Real-time reporting is one of the most valuable features advanced tools offer. In today’s fast-paced world, outdated information—even by a few days—can lead to costly mistakes. Real-time data ensures decisions are based on the most current insights, while intuitive tools empower users to access these insights independently. One Tool, Unlimited CompatibilityThe rise of mobile work environments means employees increasingly rely on their personal devices for business tasks. High-performing teams are 3.5 times more likely to use mobile reporting tools to analyze data on the go. Cloud-based, platform-agnostic reporting tools ensure no user is ever limited by their location or device. Additionally, customizable and scalable tools provide businesses the flexibility to adapt as they grow, delivering a seamless reporting experience tailored to their unique needs. By researching available tools, leveraging online reviews, and utilizing free trials, businesses can find reporting solutions that align with their goals. Turning Data Into ActionData is only as valuable as its application. The right reporting tools provide organizations with reliable insights, empowering informed decision-making. As businesses increasingly recognize the power of data, investing in the right tools can drive efficiency, productivity, and smarter strategies. Advanced Reporting in Salesforce Salesforce reporting is one of its most powerful features, enabling users to gain insights into their data while allowing admins to demonstrate Salesforce’s impact on productivity. With the Lightning Report Builder, a drag-and-drop interface, admins can quickly create reports that meet complex requirements. Here’s a closer look at Salesforce’s advanced reporting capabilities: 1. Custom Report Types Salesforce provides out-of-the-box report types for standard objects and relationships (e.g., Contacts & Accounts). Custom Report Types go beyond these by allowing reports on: Admins can define up to four objects and specify relationships to tailor reports to their needs. A bonus? New fields can now be auto-added to Custom Report Types. 2. Cross Filters (Exception Reports) Cross Filters identify records with or without related records, perfect for “exception reports.” For example: Admins can add sub-filters for even more precision. 3. Summary Formulas Summary Formulas handle complex calculations across grouping levels, providing deeper insights. Example: Calculate each account’s contribution to pipeline by opportunity type. 4. Row-Level Formulas These formulas apply to individual records and are displayed on the row itself. For example, compare two fields on the same record to check for matching values. 5. Reporting Snapshots Snapshots “freeze” Salesforce data at specific moments for future reference, such as tracking Opportunity Pipeline changes over time. 6. Historical Trend Reporting Trend reports track historical field values for specific dates, such as Opportunities’ pipeline values for a given week. 7. Field-to-Field Filters These filters compare values across fields in a report. For instance, display only Contacts whose donations this year exceed last year’s. 8. Stacked Summaries Stacked Summaries condense large datasets into digestible visualizations, ideal for quick comparisons. 9. Joined Reports Combine multiple report types into a single view for holistic insights. Each “block” has its own filters, offering flexibility in data presentation. 10. Report URL Hacks URL hacks allow dynamic filtering of reports based on record data. For example, launch a filtered Opportunities report directly from an Account record. SummarySalesforce’s advanced reporting features empower admins to create scalable, efficient reports, even with challenging data models. By leveraging these tools, businesses can maximize the value of their Salesforce investment and transform raw data into actionable insights. 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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December 23, 2021in Data
Dedicated Salesforce Integration User
21Dec

Zapier Google Forms Salesforce Surveys

Companies frequently encounter the common need to gather survey data in Salesforce from leads, donors, and customers. Addressing this requirement, Tectonic can leverage an integration solution through Google Forms via Zapier, seamlessly delivering data directly into your Salesforce org at an affordable cost, particularly suitable for non-profits and small businesses. The Google Forms Advantage: Google Forms, a lesser-known yet powerful application, allows the creation of personalized forms, surveys, or quizzes for collecting information and data. Once forms are constructed, they can be shared globally, with private groups, or embedded in websites. Responses are automatically populated into a Google Sheet, simplifying review and aggregation. Google Forms stands out as the easiest and most cost-effective method we’ve found for web-based data collection. Zapping the Gap between Google Forms and Salesforce: To bridge the gap and seamlessly transfer data from Google Forms to your Salesforce org, Zapier serves as an industry-leading, web-based integration service. Acting as a connector between web applications, Zapier excels in being user-friendly and cost-effective, especially for smaller entities. Zapier, through a trigger-and-action mechanism, integrates or “Zaps” data from Google Forms to Salesforce. A customer completing a Google Form triggers the Zap, and the desired action is inputting data into Salesforce. Google Forms organizes data into a spreadsheet, and Zapier reads the column headers, allowing you to map and choose Salesforce objects and fields for syncing information. Consequently, new form submissions seamlessly transfer into Salesforce without manual intervention. Setting Up Your Salesforce Org: When mapping your Zap, ensure that the data collected from Google Forms aligns with the appropriate fields in Salesforce. It’s crucial to match field types, such as character length and picklist options, to maintain consistency. Extending Google Forms Functionality with Salesforce: Once data is within your Salesforce Org, the platform’s robust calculation and reporting tools come into play. Utilize formulas to summarize and score data on a per-response basis, generate reports across multiple respondents, and create insightful graphs and charts for users or management teams. By integrating Google Forms with Salesforce through Zapier, you unlock the potential of both industry leaders, harnessing their calculation power and security to gather, deliver, and analyze data effectively. To gather data in Salesforce from surveys, leads, donors, customers, etc integration with Google Forms and Zapier delivers data directly to your CRM. Contact the Tectonic team today to discover how the combined capabilities of Google Forms and Zapier can swiftly enhance the potential of Salesforce for your organization! Like3 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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December 21, 2021in Salesforce
Salesforce Queues
20Dec

Salesforce Leads Assigned To and From a Queue

A Salesforce lead queue serves several purposes. Accepting leads from a queue is an easy way to reassign leads to yourself. Salesforce lead queues are a great way to assign leads to a team, too. To reassign a single lead from a queue, go to the record detail page and change the record owner. To assign a lead to a queue: Can a queue own a lead Salesforce? The default lead owner can be a user or a queue. 1. From Setup, click Setup – Feature Settings – Marketing – Lead Settings, and then click Edit. How do you assign lead to queue using flow? A Salesforce lead queue allows users to prioritize, distribute, and assign records – ideal for teams that share workloads. Queues bring together groups of users to help manage shared workloads, while increasing visibility into what needs to be done (even if team members are out sick or on vacation). 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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December 20, 2021in Salesforce, Salesforce Development Services, Salesforce Sales Cloud
Salesforce Webhooks
14Dec

What Are Salesforce Webhooks?

Salesforce webhooks are a real-time communication method that allows Salesforce to send notifications to external applications when specific events occur:  Webhooks are event-driven, meaning they are sent automatically when an event is triggered in the source system. They can be used to: Integrate data in real-time, Send data back into Salesforce, Facilitate data flowing into Salesforce, and Trigger actions and workflows in external systems.  Webhooks can streamline business processes and reduce the need for manual intervention. They can be set up using Salesforce Sites or Experience Cloud.  To set up webhooks in Salesforce, you can:  Content updated November 2024. 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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December 14, 2021in Data
Salesforce Integration and Mulesoft
13Dec

Salesforce Implementation Partner

Tectonic’s certified consultants are ready to assist with your Salesforce project and provide ongoing support. We offer a range of services, including Salesforce implementation, development, administration, integration, and training. Our implementation services cover configuration, customization, migration, integration, and support across various industries. An implementation partner is an organization licensed by Salesforce to help users select and implement CRM solutions. These partners specialize in specific industries, use cases, and drive Salesforce adoption rates. Essentially, they are organizations reviewed and approved by Salesforce to implement CRM solutions successfully. For a complete implementation, you may need a project manager, a Salesforce consultant, and possibly Salesforce developers. However, not all companies have internal resources for this, especially when just starting out. An implementation partner, typically a certified consulting services firm, is knowledgeable about the product and can help with a successful software implementation. Salesforce Implementation Process Salesforce implementation is the process of rolling out its core product, the CRM system, to centralize key business activities and communication. To find a Salesforce implementation partner, the AppExchange Salesforce site is a valuable resource. It provides a list of partners in your local area, along with reviews and partner levels. Choosing an implementation partner with technical knowledge and the ability to support other key systems is crucial. The partner should develop solid data integration solutions with third-party service providers and effectively manage the implementation process. The Right Resource Right Now There are instances when a Salesforce Implementation Partner is the right resource strategy for large-scale projects requiring a team of 10+ consultants. An experienced implementation partner understands stakeholder buy-in, effective communication, and the importance of engaging the right individuals at different points in the process. Working With a Salesforce Implementation Partner Working with an implementation partner provides access to a team of Salesforce experts, including admins, business analysts, and executive sponsors. This team guides you through every step of the implementation process, ensuring accountability and managing the overall timeline and budget. Salesforce implementations typically take multiple months, absorbing your team’s bandwidth focused on building the business. Bringing in experts reduces implementation time and allows your team to focus on their strengths. Critical success factors for Salesforce implementation include a well-defined strategy aligned with business goals, user training, effective data migration, proper customization, ongoing support, user adoption, clear communication, and a commitment to continuous improvement. Salesforce categorizes consulting partners into four levels (Base, Ridge, Crest, Summit) based on evaluations each quarter, indicating their Trailblazer consulting partner score. Trailblazer score measures a partner’s contribution against the goals set by Salesforce in four main categories: customer success, innovation, growth and impact (formerly called lead). This score can reach a maximum of 1000. The Consulting Trailblazer scorecard is updated daily; however, your tier is calculated on a quarterly basis. When you are ready to explore a Salesforce Implementation Partner, contact Tectonic. 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 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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December 13, 2021in Salesforce, Salesforce Implementation Services
Salesforce Loyalty Management
10Dec

Evolving Loyalty Programs

The world of shopping has evolved, bringing about changes in customers’ expectations from their favorite brands. Likely no one is more aware of this than retailers. With this transition has come evolving loyalty programs as well. Shoppers demand more than generic experiences. They seek personalized attention, aiming to be recognized as individuals rather than mere numbers or member IDs. This shift offers brands a unique opportunity to restructure their loyalty programs, infusing a more human touch into the customer experience. By leveraging technology and data to craft tailored, personal experiences for its customers any business can rise above the competition. In a market where 73% of customers actively seek distinct and personalized interactions, brands are urged to move beyond transactional loyalty and cultivate emotional connections. Evolving Loyalty Programs: The traditional reliance on points for purchases as the sole measure of engagement is becoming outdated. Modern consumers desire acknowledgment and rewards that extend beyond mere monetary rewards. Likewise, brands require actions from customers beyond transactions in this digital world. Brands that incentivize actions such as app downloads, writing reviews, or social media promotion are aligning with this contemporary mindset. Shoppers are even willing to share personal information in exchange for exclusive benefits. For retailers, the crux lies in offering a blend of rational and emotional benefits within their evolving loyalty programs. Personalized experiences are paramount, and consumers are willing to go the extra mile for them. 88% of consumers view a company’s experience as crucial as its products and services, brands are compelled to concentrate on building relationships at every touchpoint. Case in Point: Schuh’s Approach: Schuh, a prominent fashion footwear retailer, understood the significance of embedding loyalty into all customer interactions. Through the implementation of a flexible loyalty management program, they adeptly cater to customer needs, understanding their purchasing behavior to deliver more personalized experiences. Critical Considerations for Retailers with Evolving Loyalty Programs: Retailers need to evaluate the value proposition of their loyalty programs for both customers and business. Questions arise regarding ease of customer engagement, the program’s transcendence beyond a mere transactional experience, and its integration with operational facets. The future of customer loyalty lies in delivering experiences that surpass mere transactions, and brands embracing this paradigm will emerge as the thriving entities. A Strategic Solution with Tectonic and Salesforce: To seamlessly incorporate a loyalty program into the business model, Tectonic offers expertise in leveraging Salesforce. This strategic alliance can empower brands to create and implement loyalty programs that align with the evolving expectations of today’s customers. Thus fostering lasting and meaningful connections. 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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December 10, 2021in Salesforce
Nonprofit
08Dec

Fundraising by Salesforce

This comprehensive Tectonic Salesforce insight outlines the steps for nonprofit organizations to plan and implement successful fundraising campaigns using Salesforce. The guide emphasizes the importance of starting the fundraising journey with Salesforce due to its ability to create a unique environment for managing fundraising efforts and other crucial information for successful operations. Here’s a summary of key sections: This insight aims to empower nonprofit organizations to leverage Salesforce effectively, streamline their fundraising processes, and build lasting relationships with donors and supporters. Like Related Posts Tectonic’s Successful Salesforce Track Record Salesforce Technology Services Integrator – Tectonic has successfully delivered Salesforce in a variety of industries including Public Sector, Hospitality, Manufacturing, Read more Cloud Computing for NGOs As cloud computing becomes more prevalent and accessible, nonprofits are increasingly leveraging its benefits to enhance operations, boost fundraising efforts, Read more Salesforce Nonprofit for Fundraising Nonprofit Cloud for Fundraising, alternatively referred to as Salesforce Fundraising Nonprofit, introduces innovative and user-friendly methods to engage donors, raise Read more Business Card Scanner App for Salesforce Can I Scan a Business Card into Salesforce? Yes, you can scan a business card into Salesforce if your scanning Read more

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December 8, 2021in Salesforce for Nonprofits, Salesforce Nonprofit Cloud
Tableau vs Datorama
06Dec

Datorama vs Tableau – What About Both?

Datorama vs Tableau – What about both for your Salesforce org? When comparing Datorama vs Tableau it becomes clear they each have compelling reasons for their use. Datorama Tableau What’s the difference between Datorama and Tableau? Tableau is primarily a data visualization and reporting tool, while Datorama is a marketing analytics platform. “So it’s not surprising that their functions are somewhat different, ”explains the business development manager. Selecting a BI tool that meets all your business goals can be a very complicated task. There are many aspects to take into account, and there will be some cases that would make you lean towards one solution or another. Datorama (currently Marketing Cloud Intelligence) and Tableau, both solutions from Salesforce, are available on the market for companies that want to incorporate BI into their management. In the following, we will describe some of their main characteristics and a comparison of two, taking into account factors that can help you decide on their use according to the needs or possibilities of your company. Did you know that Datorama and Tableau can work together? Benefits of Datorama and Tableau Integration Datorama’s integration with Tableau powers results in the unified analysis of both business and marketing data, enabling the following: 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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December 6, 2021in Salesforce
Salesforce Product Owner
01Dec

Salesforce Product Owner Explained

The Salesforce Product Owner serves as a representative for influential stakeholders, playing a vital role in defining product features and prioritizing the product backlog. This role encompasses both tactical and strategic aspects of product development. Responsibilities of a product owner include managing the product backlog, representing stakeholders, and ensuring alignment with the product roadmap. In comparison, the product manager focuses on high-level tasks, such as crafting a product strategy, defining requirements, and collaborating with various departments across the business. The Salesforce Product Owner is fundamentally business and customer-oriented, ensuring that ongoing product value aligns with customer and business needs. Through maintaining a detailed understanding of the product, coupled with domain knowledge of customers and data, the Product Owner adeptly manages the product backlog. While the role of a product owner is challenging, involving the prioritization of high-impact work to maximize customer value, they must navigate the diverse needs of stakeholders, developers, company leadership, and their own ideas. Regarding participation in the Daily Scrum, the Product Owner can attend to gain insights but should act as an attentive listener rather than an active participant. While they may share essential information that aids developers in reaching the sprint goal, their role is primarily that of an observer. To excel as a Salesforce Product Owner, one must effectively set priorities and create a roadmap for the demanded changes within the business. Balancing the speed of change against the risk of disrupting the organization is a critical skill in this role. If your core Salesforce team is missing a solid Salesforce Product Owner, reach out to Tectonic today for assistance. 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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December 1, 2021in Salesforce
Chatter Features in Aura Sites
22Nov

Chatter Features in Aura Sites

Chatter serves as a social network designed for facilitating and preserving discussions within business, customer sites, or other enterprises. Members on the site utilize Chatter to engage with the organization, seek expert advice, and revisit relevant discussions. Chatter provides a direct view into the site, fostering insight, inspiration, and allowing users to stay focused on their business tasks. Within sites, Chatter is commonly referred to as feeds or discussions. While Chatter is available in sites built using Aura and Salesforce Tabs + Visualforce templates, additional features supporting customer and partner sites are exclusive to Aura sites. For instance, threaded discussions enhance feeds by enabling replies to answers and comments. Company verification adds credibility to answers for customer queries. Streams consolidate multiple feeds into a mega-feed, and direct messages facilitate individualized communication with customers or partners. Chatter is automatically enabled in orgs created after June 22, 2010. Users can create streams that combine feeds from discussions, groups, topics, profiles, and various objects like cases, opportunities, and accounts. This eliminates the need to jump from feed to feed to stay informed. Each member can create up to 100 streams. Customizing the Chatter publisher is possible with unique payloads for business processes. Users can add forms to posts, choose branding images, and infuse feeds with inspirational quotes. The Chatter publisher supports custom apps created or acquired from AppExchange, allowing users to add up to five apps. Posts can be pinned to give critical information more exposure. In group and topics feeds, an authorized user can pin up to three posts to the top, and a pinned post remains in place until unpinned. Pinning is exclusive to Aura sites. Chatter Questions promotes engagement by allowing users to ask and answer questions in their Chatter feed, groups, and records. Members in groups and Experience Cloud sites can respond to questions as they would comment on a Chatter post. Attachments to questions are also possible in sites built on the Customer Service template. To set up Chatter Questions, users can add the Question action to the global publisher layout. While Chatter is available in both Aura and Salesforce Tabs + Visualforce templates, specific features supporting customer and partner sites are unique to Aura sites. Chatter is enabled by default in orgs created after June 22, 2010. Key Chatter features include Chatter Groups, which are spaces for project members or teams, Actions and Endorsements for tasks like approving expense reports, updating orders, and creating support cases, Feeds, Polls, and Topics, Files and Knowledge Centers, Profiles and Statuses, and the flexibility to access Chatter from anywhere. Like1 Related Posts Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more Salesforce Hashtags in Chatter In Salesforce Chatter, using hashtags serves several purposes, enhancing collaboration and content organization within the platform. Here are some reasons Read more Action Plans in Partner Communities Establishing Action Plans in Partner Communities What is a community action plan? A Community Action Plan serves as a vital Read more 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 Read more

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November 22, 2021in Salesforce Experience Cloud
Connected Culture
21Nov

KPIs of Digital Transformation

If 2020 marked the onset of the pandemic and 2021 was a year of adapting business strategies despite the ongoing challenges, 2022 and the years beyond emerge as the era of digital transformation. If you are currently reading this article, chances are you’ve either initiated, evaluated, or are assessing the value of your digital transformation journey. You need the KPIs of digital transformation to assess your progress. At Tectonic, we recognize the formidable nature of digital transformation for companies across all scales. Our goal is to assist you in establishing key performance indicators (KPIs) to gauge the success of your Salesforce digital transformation project. Adapt or Die Companies must adapt to new technologies as they develop if they want to get ahead of the competition and stay there. Digital transformation involves creating an omnichannel presence for your customers, allowing them access to your company at their convenience. It also entails implementing tools and systems like Salesforce to enable a scalable omnichannel presence. Often, it involves both. Customers today engage with companies through various channels beyond just browsing websites. They download apps, interact on social media, read about companies on other platforms, and seek diverse ways to connect. The tools you employ become mission-critical in creating value for your customers. Meeting the growing demand requires a 360-degree view of your customers and the ability to leverage that data to engage with them wherever they seek your content and information. Over 70 percent of digital initiatives fail; the biggest reasons are unclear goals and inability to track progress. Because digital transformation is a process, not a destination, KPIs are waypoints, not endpoints. Digital transformation is the linchpin to achieving this agility and doing so swiftly. Tectonic hopes to be your partner in this transformation, offering the following KPIs to help you measure success along the way. Tectonic, with a proven track record, employs a carefully designed delivery methodology, refined through client feedback and project learnings. Our success is measured by the same criteria we encourage you to use in evaluating your digital transformation KPIs. 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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November 21, 2021in Salesforce
Connected Culture
20Nov

Creating a Connected Workplace Culture

Creating a Connected Workplace Culture: Bridging the Physical and Digital Divide In today’s workplace, fostering genuine employee connection is no longer a luxury—it’s a critical business imperative. With the widespread adoption of remote and hybrid work models, organizations face mounting challenges in creating meaningful employee experiences and cultivating team cohesion. Yet, the need for connection has never been more urgent. The Cost of Disconnection Recent findings reveal a stark reality: over half of U.S. employees report feeling disconnected. This issue extends beyond personal dissatisfaction, becoming a crisis for organizations striving to attract, engage, and retain top talent. Employees who feel connected to their workplace culture are: The Challenge of Distance and Distraction Physical Separation Remote and hybrid work environments have minimized the spontaneous interactions and informal conversations that naturally foster camaraderie. This lack of face-to-face contact can lead to feelings of isolation and fragmented workplace cultures. Technology Overload At the same time, the explosion of workplace apps has created a disorganized digital landscape. With countless tools for HR, benefits, payroll, learning, and more, employees often struggle to navigate an overwhelming maze of applications. This fragmentation not only hinders productivity but also amplifies cognitive overload and decision fatigue, further diminishing the employee experience. So, how can organizations overcome these barriers and build a connected workplace culture in an age of physical distance and digital distractions? Building a Connected Workplace Strategy Connection doesn’t happen by chance. It requires deliberate planning, adaptability, and a deep understanding of the evolving workplace dynamic. Here’s how organizations can take intentional steps toward fostering meaningful connections: 1. Act with Purpose 2. Leverage the Right Tools 3. Prioritize Clear and Open Communication 4. Embrace Feedback 5. Commit to Continuous Improvement Moving Forward: Connection as a Competitive Advantage A connected workplace culture isn’t just about improving employee satisfaction—it’s a strategic advantage that drives engagement, productivity, and retention. By bridging the physical and digital divide with intentional actions and meaningful tools, organizations can foster stronger, more connected teams prepared to thrive in a modern, dynamic work environment. 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 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 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

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November 20, 2021in Technology

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