June, 2021 - gettectonic.com

Salesforce API Call Basics

A Salesforce API call represents specific operations. Salesforce API call basics set up your client applications to invoke at runtime to perform tasks, for example: Using your development environment, you can construct Web service client applications that use standard Web service protocols to programmatically: Learn more about Salesforce API call basics. A Salesforce API call is a powerful tool. 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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Salesforce Sales Cloud

Salesforce Sales Cloud for Sales Teams

Why sales teams need Salesforce Sales Cloud Sales Cloud delivers tools and technologies to aid sales teams so that they can complete their work more efficiently and effectively. These productivity-boosting features are based on core lead and opportunity management, and far beyond. Sales Cloud helps salespeople automate, manage, and monitor sales processes for optimal efficiency. More Leads Salesforce Sales Cloud helps increase your rates of conversion. With the help of Lead Management, you can track your leads and monitor your campaign across multiple platforms. This also allows you to make smarter decisions about any future investments. You gain access to the right sales data at the right time with the help of data.com. This helps you communicate with decision-makers and boosts your revenue in marketing and sales. Ultimately, Sales Cloud offers a sales team a robust lead generation and management machine that allows marketers and sales representatives in making smarter decisions, connecting with partners, and improving customer acquisition. More Revenue Every company wants to close good deals. Salesforce Sales Cloud Implementation Services provide customers with Contact Management software. The software helps sales representatives in closing more deals and understanding their future prospects better. By offering a comprehensive view of your customers including key contacts, activity history, and client communications, Sales Cloud helps you in anticipating your customer needs better and reacting accordingly. Salesforce Sales Cloud offers advanced forecasting tools that allow sales teams to predict revenue with greater accuracy. These tools leverage historical data, pipeline information, and customizable forecasting models to provide insights into future sales performance. Better Reporting The data a business collects from different sources like social media tools, CRM, and business software applications is a powerful business asset. But, when this data is not sorted and filtered properly, it is of no use. Sales Cloud allows you to run in-depth data analysis. It not only keeps your data clean and eliminates any possibility of error, but also helps collate, tabulate, and organize data effectively. This makes the data easy to interpret. Sales Cloud also helps businesses in keeping a track of the various interactions that have been done with the company through methods like emails, social media ad clicks, filling of contact forms, etc. Your team can also run reports to analyze interactions with customers and leads, measure customer service efforts, and check opportunities. Improved Productivity Levels Salesforce Sales Cloud Implementation provides businesses with the ability to increase their productivity levels. The important features of Sales Cloud that help increase business productivity include the following: Boost Business Growth and Profitability with Sales Cloud Shortened Sales Cycle Companies are constantly looking for ways to shorten their sales cycles. Salesforce Sales Cloud with its feature ‘Macros’ can help businesses with the same. Macros help in automating manual tasks in bulk to ensure that the sales team can better concentrate on dealing with customers in real-time, improving productivity, and decreasing the sales cycle. Sales Cloud also assists in prioritizing opportunities and leads. For example, it displays the lead score whenever you click on any of the leads. You also get to see the reason behind that score. Depending on the score, the sales team can make important decisions or take any actions. Also, the Lightning Sales console allows businesses to customize their dashboards to make them best suited to their business needs. Better Decision-Making Business decision-making is a complicated process that involves different aspects of a business. CRM technologies like Salesforce help simplify your decision-making process. Sales Cloud provides you with an up-to-date view of the performance and forecasts of your team. You get to see the top performers and allocate resources in an effective manner by equipping your sales representatives with the best prospects. With the help of predictive analysis, you can ensure that your business is on the right path and also adjust its course depending on the actionable data. Salesforce Sales Cloud Implementation offers you a real-time picture of your business with the help of customizable dashboards. You get the ability to build your own reports with the help of determined parameters within a few minutes using the drag-and-drop interface and receive updated data immediately. The dashboards and reports will be available to your team on their device. Improved Efficiency with Automation Automation is one of the most important benefits of Salesforce Sales Cloud. It helps users reduce the time it takes to work on leads and send emails. It also helps convert more leads by prioritizing the potential ones. Automation helps handle basic customer questions like the status of an order with the help of automated messaging and chatbots effectively. With the help of automation, marketing teams can devote more time to creating campaigns that are better aligned with the audience. Professionals can analyze data, and test different strategies depending on the analytics. On the other hand, sales teams can focus on selling the right services and products to their present and potential customers. Automation software by Sales Cloud also allows customer service agents to spend more time working out with customers who have questions or any complex requirements. This makes the organization more efficient, which is then able to serve its customers better. Better Collaboration Salesforce Sales Cloud keeps a record of regular interactions, important notes, contact information, and conversations. Being cloud-based software, Sales Cloud is always up to date and allows teammates to easily review the records while making important decisions. Anyone with access to the Salesforce cloud can work efficiently with the help of shared records. For example, when a sales representative interacts with a customer to learn about them, the important details can be entered easily into the customer’s record. This helps ensure that the team gets to work with the latest details of their customers. Sales, marketing, and customer service departments can collaborate together effectively and not have to worry about isolated data sets. Salesforce Sales Cloud Implementation Services can help your business grow in the right direction. By helping solve complex problems like optimizing processes, accessing information, and removing

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Visualize Your Task List With Salesforce and Wrike

Visualize Your Task List With Salesforce and Wrike

Streamlining Collaboration with Wrike and Salesforce Integration If your team uses Wrike and your sales team operates in Salesforce, seamless collaboration is now within reach without the hassle of switching between platforms or relying on excessive email communication. Visualize Your Task List With Salesforce and Wrike. Account administrators can integrate Wrike with Salesforce, a widely used CRM solution. This integration allows you to manage client projects directly within Salesforce, enhancing collaboration between sales and other customer-facing teams using Wrike. This setup facilitates faster, more transparent work processes. More information on Salesforce can be found here. How the Integration Works Once the integration is in place, you can monitor task status from within Salesforce. You can link any Salesforce object to a Wrike project or folder, ensuring that changes in Wrike are immediately reflected in Salesforce. This integration supports both Salesforce Classic and Salesforce Lightning. Key Benefits of Wrike-Salesforce Integration: Utilizing the Integration Every record page in Salesforce (where the integration is enabled) includes a Wrike widget. This widget lets you select or change the project or folder displayed, access tasks, and monitor their status. If a project or folder hasn’t been set up for a Salesforce record, you can create it directly from the widget using templates provided by the admin. The integration’s customization options allow you to select which Salesforce objects (such as Leads, Opportunities, Accounts, or Subscriptions) you want to link with Wrike. On enabled objects, record pages will feature the Wrike widget for easy access to related tasks. Setting Up the Wrike Widget To set up the Wrike widget on your Salesforce pages: Practical Applications Common Use Cases: Getting Started – Visualize Your Task List With Salesforce and Wrike Wrike’s Salesforce Integration is available to Wrike Enterprise accounts. If you are ready to implement this integration, contact Wrike’s Support team for the installation package. Please note that List view is not available for accounts created on or after June 9, 2023; we recommend using the Table view instead. This integration not only simplifies workflow management but also enhances collaboration and accountability across your teams, making it an invaluable tool for organizations using both Salesforce and Wrike. 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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safeguarding personal information

Be Careful With My Data

Aware of the escalating significance of data protection in the digital age, customers are becoming increasingly vigilant about safeguarding their personal information. However, amidst this heightened awareness, companies have an opportunity to earn and maintain trust by providing clear and transparent explanations of how they intend to use customer data. Gone are the days when customers passively accept vague assurances buried within lengthy user agreements. Today, they demand transparency and accountability regarding data usage, driven partly by a general sense of skepticism towards companies that may not always prioritize customer benefits when leveraging data. Indeed, not all data is perceived equally by customers. While there’s a growing comfort level with companies collecting first-party data directly from their platforms, such as website clicks or interactions, there’s often greater apprehension about third-party data sourced from external data brokers. This disparity in perception underscores the importance of companies being mindful of the origin and nature of the data they collect, respecting customer preferences, and ensuring transparent data practices. Amidst the evolving landscape of data protection, the imperative for securing sensitive personal information has never been more critical. What was once solely a concern for businesses has now become a shared responsibility for consumers and individuals alike. With an abundance of information available on data protection measures, ranging from safeguarding passwords and financial details to protecting devices from hackers and malware, individuals are inundated with advice. Yet, navigating this sea of information can be daunting, especially for those less technologically savvy. In response to this challenge, we’ve compiled a comprehensive list of 32 simple and practical tips for enhancing data security and protecting personal information. These tips encompass a wide array of measures, including encrypting data, backing up data regularly, ensuring the permanent deletion of old computer hard drives, securing wireless networks, using firewalls, and encrypting data on removable storage devices like USB drives and SIM cards. Furthermore, our list provides guidance on protecting data while working remotely, covering topics such as using virtual private networks (VPNs), maintaining physical control over devices, employing personal hotspots, separating personal and work devices, and implementing cybersecurity policies. Additionally, it delves into security best practices for video conferencing, identifying and avoiding phishing emails, installing antivirus and malware protection, and securely disposing of old IT equipment and records. By adopting these practical measures, individuals and businesses can fortify their defenses against cyber threats and data breaches, thereby safeguarding personal information and preserving trust with customers. In an era where data privacy is paramount, proactive steps towards data protection not only mitigate risks but also demonstrate a commitment to ethical and responsible data practices. As technology continues to evolve, cultivating a culture of data security and privacy awareness remains essential for fostering trust and confidence in the digital ecosystem. Keeping your passwords, financial, and other personal information safe and protected from outside intruders has long been a priority of businesses, but it’s increasingly critical for consumers and individuals to heed data protection advice and use sound practices to keep your sensitive personal information safe and secure. There’s an abundance of information out there for consumers, families, and individuals on protecting passwords, adequately protecting desktop computers, laptops, and mobile devices from hackers, malware, and other threats, and best practices for using the Internet safely. But there’s so much information, from using a virtual private network (VPN) to using unique and strong passwords or an antivirus software, it’s easy to get confused, particularly if you’re not tech-savvy. We’ve compiled a list of 101 simple, straightforward best practices and tips for keeping your family’s personal information private and protecting your devices from threats. Securing Your Devices and Networks 1. Encrypt your data Data encryption isn’t just for technology geeks; modern tools make it possible for anyone to encrypt emails and other information. “Encryption used to be the sole province of geeks and mathematicians, but a lot has changed in recent years. In particular, various publicly available tools have taken the rocket science out of encrypting (and decrypting) email and files. GPG for Mail, for example, is an open source plug-in for the Apple Mail program that makes it easy to encrypt, decrypt, sign and verify emails using the OpenPGP standard. And for protecting files, newer versions of Apple’s OS X operating system come with FileVault, a program that encrypts the hard drive of a computer. Those running Microsoft Windows have a similar program. This software will scramble your data, but won’t protect you from government authorities demanding your encryption key under the Regulation of Investigatory Powers Act (2000), which is why some aficionados recommend TrueCrypt, a program with some very interesting facilities,” explains John Naughton in an article for The Guardian. Twitter: @guardian 2. Backup your data One of the most basic, yet often overlooked, data protection tips is backing up your data. Basically, this creates a duplicate copy of your data so that if a device is lost, stolen, or compromised, you don’t also lose your important information. As the U.S. Chamber of Commerce and insurance company Nationwide points out, “According to Nationwide, 68% of small businesses don’t have a disaster recovery plan. The problem with this is the longer it takes you to restore your data, the more money you’ll lose. Gartner found that this downtime can cost companies as much as $300,000 an hour.” Twitter: @growwithco 3. Make your old computers’ hard drives unreadable Much information can be gleaned through old computing devices, but you can protect your personal data by making hard drives unreadable before disposing of them. “Make old computers’ hard-drives unreadable. After you back up your data and transfer the files elsewhere, you should sanitize by disk shredding, magnetically cleaning the disk, or using software to wipe the disk clean. Destroy old computer disks and backup tapes,” according to the Florida Office of the Attorney General. Twitter: @AGPamBondi 4. Secure your wireless network at your home or business A valuable tip for both small business owners and individuals or families, it’s always recommended to secure your

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Salesforce Ecosystem

How the Phrase Salesforce Ecosystem Has Evolved With the Software and the Company

Since its establishment in 1999, the phrase Salesforce ecosystem has embarked on a remarkable journey, laying the groundwork for a dynamic community that has earned unparalleled acclaim. Anchored in its core values, Salesforce ensures that clients, partners, and developers within its ecosystem achieve similar levels of success. Today, Salesforce has both a biosphere and an ecosystem. The ecosystem encompasses a diverse array of stakeholders, including community members, users, consumers, business associate consultants, and technology developers. With 1.8 million direct users, these customers seamlessly communicate and collaborate with their peers, clients, and developers. Renowned industry expert Jason Bloomberg acknowledges that “Nobody has ever built an ecosystem bigger or better than Salesforce has.” This ecosystem thrives on the coexistence of various organizations utilizing Salesforce products and partners. When discussing the ecosystem, it also involves the technology aspect. Built on a cloud infrastructure with integration possibilities for thousands of third-party tools and applications, the Salesforce technology ecosystem is flourishing. Over the past two decades, Salesforce has continually fortified, expanded, and enriched its ecosystem by incorporating new companies, nurturing leadership, and fostering business opportunities for Independent Software Vendors (ISVs). Through the partner-client-developer relationship, ISVs can generate up to four times the revenue of the parent company. Projections for 2024 indicate that the partner ecosystem will amass 3.7 times the Salesforce revenue, marking a substantial increase from the current revenue by 2.8 times. Salesforce, through its extensive ecosystem, plays a crucial role in: Beyond being a provider of Customer Relationship Management (CRM) services and applications, Salesforce’s thriving ecosystem comprises businesses, consultants, and independent developers building applications atop the Salesforce platform. This ecosystem is supported by the Salesforce team, consistently developing new tools to enhance the developer experience. In essence, the Salesforce ecosystem is more than just a collection of services or software—it represents a collaborative team, a collective force that positions Salesforce as the leading CRM platform. Trailblazers within the ecosystem are the pioneers, innovators, and lifelong learners who drive innovation and success with Salesforce. 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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salesforce marketing cloud interaction studio

Adobe Marketing Cloud vs Salesforce Marketing Cloud

In the realm of marketing automation tools, Adobe Marketing Cloud vs Salesforce Marketing Cloud stand out as two of the most widely used platforms. Both platforms offer robust solutions for managing marketing campaigns, personalizing content, and measuring return on investment (ROI). Feature Overview: Adobe Marketing Cloud vs. Salesforce Marketing Cloud Adobe Marketing Cloud: Emphasizing ‘cross-channel campaigns,’ Adobe Marketing Cloud excels in executing campaigns across diverse channels, including email, mobile, web pages, and offline sources. Core functionalities include digital experiences through web content management, personalization, A/B testing of landing pages, and more. Modules encompass Campaign, Experience Manager, Media Optimizer, Primetime, Social, Audience Manager, Target, and Analytics. While it centralizes campaign messaging for consistent personalized experiences, user reviews note challenges due to a lack of robust tutorials and documentation. Salesforce Marketing Cloud: As a comprehensive end-to-end solution, Salesforce Marketing Cloud offers marketing studios and modules for data management and segmentation. It supports segmented campaigns across email, mobile apps, SMS, social media, and advertising. Products include Email Studio, Journey Builder, Audience Builder, Personalization, Content Builder, Analytics Builder, Intelligence, Customer Data Platform, Account Engagement powered by Pardot, Advertising, Mobile Studio, Datorama, and Marketing Cloud Connect. With high customization options, Salesforce Marketing Cloud holds a 1.51% market share in the Campaign Management category, outpacing Adobe. Integration of Adobe Marketing Cloud vs Salesforce Marketing Cloud Integration: Adobe Marketing Cloud: Designed as a standalone product, Adobe Marketing Cloud integrates with third-party systems like Microsoft Dynamics CRM and Silverpop but lacks extensive integration with Salesforce Sales Cloud. Adobe Analytics, a paid platform, is recommended for analytics, diverting from the popular free tool, Google Analytics. Salesforce Marketing Cloud: Tightly integrated with Sales Cloud CRM, Salesforce Marketing Cloud streamlines data flow and potential between the two products. It seamlessly integrates with various systems, including Shopify and social media platforms like LinkedIn and Twitter. User Experience: Adobe Marketing Cloud: Despite its goal to provide delightful digital experiences, the user interface of Adobe Marketing Cloud is criticized for being somewhat dated and clunky, lacking modern aesthetics. Salesforce Marketing Cloud: While some older features await design revamps, Salesforce Marketing Cloud generally offers a positive user experience. The platform’s user interface includes a simple navigation bar and engaging displays, notably in the Journey Builder tool. Customer Support: Adobe Marketing Cloud: Adobe Marketing Cloud provides email support, a knowledge base, and 24/7 live chat support. However, its online community support and forums are smaller compared to Salesforce. Salesforce Marketing Cloud: Salesforce Marketing Cloud offers phone support, a unique advantage. Support levels vary based on pricing plans, with tailored and proactive support options. The Trailblazer community forums and training resources facilitate self-solving errors. Pricing: Both Adobe Marketing Cloud and Salesforce Marketing Cloud offer pricing by quote, depending on the number and type of modules required. Salesforce Marketing Cloud is generally rated at a higher price point but provides comprehensive features and seamless integration capabilities. Other Comparisons: In Salesforce Marketing Cloud’s AI functionality ‘Einstein’ is a notable feature absent in Adobe Marketing Cloud. Salesforce Marketing Cloud supports more languages than Adobe Marketing Cloud, including Swedish, Spanish, French, Italian, Dutch, and Portuguese. Salesforce Marketing Cloud caters to B2B companies with specific products like ‘Account Engagement powered by Pardot,’ offering advanced lead scoring, grading tools, and lead nurture workflows. Choosing the Right Fit: Adobe Marketing Cloud suits enterprise-sized businesses with complex marketing attribution needs, focusing on consistent personalization across multiple channels. Salesforce Marketing Cloud is suitable for small, medium, and large businesses, providing a tailored pricing model. It is widely used by B2C companies and offers tools for B2B use cases. Contact Tectonic today for assistance in further evaluating these email marketing solutions. 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 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 CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more

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How Do I Check for Duplicates in Salesforce

Run a Duplicate Job to find existing duplicate Contacts based on your Matching Rules. How do i check for duplicates in salesforce? How do i check for duplicates in salesforce? Other Salesforce resources. A matching rule defines how duplicate records are identified in duplicate rules and duplicate jobs. Salesforce provides standard matching rules for business and person accounts, contacts, and leads. You can also create custom matching rules. REQUIRED EDITIONS Available in: Lightning Experience and Salesforce Classic (not available in all orgs) Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions SEE ALSO 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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Tectonic Salesforce Services

Merging Duplicate Sales Cloud Leads in Lightning Experience

Considerations when merging duplicate leads in Sales Cloud: Campaigns When merging duplicate leads in Sales Cloud associated with different campaigns, Salesforce preserves the campaign Member Status Updated date for each campaign to which the merged lead belongs. Related Items, Chatter Feeds, and Attachments In the case of merging duplicate Sales Cloud, leads, records linked to items like campaigns or activities, Salesforce establishes connections with the merged record, with certain exceptions. Chatter feeds are maintained solely from the master record. Salesforce Files attached in the Chatter feed or listed under Files are preserved in the merged record. Hidden and Read-Only Fields Salesforce retains data in hidden or read-only fields, including sharing settings, from the master record. These hidden fields remain concealed during the merging process. The merged record preserves the Created By user and Created Date from the oldest merged record, regardless of which record serves as the master. The Last Modified By date reflects the merge date. Non-Master Leads Non-master leads are relocated to the Recycle Bin after the merge process. One tool for duplicate management is Cloudingo. Improve and better manage Salesforce data with Cloudingo. From deduping to importing and even migrating data, Cloudingo makes it easier to manage your Salesforce org. Find duplicates within your existing records and easily merge them. The Salesforce AppExchange offers multiple tools for duplicate record management. Like Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Marketing Cloud Account Engagement and Salesforce Campaigns The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify Read more Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more

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Salesforce Marketing Cloud Advertising Studio

Salesforce Marketing Cloud’s Advertising Studio

Salesforce Marketing Cloud Advertising Studio, an advanced component of Salesforce Marketing Cloud (SFMC), empowers marketers to digitalize their efforts on a large scale, precisely targeting audiences to achieve business objectives efficiently. Advertising Studio, seamlessly integrated with online advertising channels, enables the execution of targeted ad campaigns for contacts within your database. Whether utilizing the full Marketing Cloud suite or employing Pardot and Advertising Studio independently, the option to connect Pardot and Advertising Studio is available. Key Features and Capabilities: Understanding How Advertising Studio Works: Advertising Audiences: Journey Builder Advertising: Lead Capture: Salesforce Marketing Cloud Advertising Studio offers a comprehensive solution for marketers to execute highly personalized, cross-channel advertising campaigns with automated lead capture and seamless integration with CRM systems. Like1 Related Posts Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more Overlooked Costs of a Salesforce Implementation Let’s look at some frequently overlooked Salesforce costs. The goal is to provide businesses and decision-makers with a comprehensive understanding Read more

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Salesforce

Salesforce Administrator Acronyms

Here is a helpful glossary of Salesforce administrator acronyms you will hear your Salesforce Administrator use. Salesforce Administrator Acronyms Acronym Meaning Defintion CMT Custom Metadata Types With custom metadata types, admins and developers have the ability to create their own configuration and application metadata, deploy it, and then update it as needed. CRED Create, Read, Edit, Delete Profiles control what users can do in your Salesforce org. This can be referred to as CRED, which enables you to mix and match what a specific user can do with each object. For example, you may want some users in your org to read and edit Leads, but not delete them. CRUD Create, Read, Update, Delete Four actions that a system can take with a record. You’ll hear this term used for data loading and when discussing integrations. DLRS Declarative Lookup Roll-up Summaries The Declarative Lookup Roll-up Summaries (DLRS) managed package is a must-have for creating roll-up summaries between lookup relationships. Andy Fawcett’s open-source tool is a gift, enabling you to define roll-ups using standard UI declaratively, no coding required! EAC Einstein Activity Capture Einstein Activity Capture enables you to capture the right data from Gmail and Outlook and add it to Salesforce, which is great for syncing data between these platforms. EPIM Enhanced Personal Information Managements Each external user (i.e. anyone using your Experience Cloud site) should only edit and view their own Personally Identifiable Information (PII) data. This setting will be enabled in all orgs in the Winter ‘23 release.READ MORE: Prepare for Enhanced Personal Information Management Enablement Prior to Spring ’23 EPT Experience Page Time Salesforce uses a metric called Experienced Page Time, which measures the time it takes for a page to load entirely. In web server terms you will hear load time. ERD Entity Relationship Diagram Used to map out business processes to communicate both development teams (“what we need to build”) and non-technical audiences (“what the technology is doing”). There are standards to ERDs in terms of which nodes (the shapes) and connectors (arrows) to use, and when. Salesforce released “Salesforce Diagrams” to promote design thinking and speed up the process of creating diagrams with pre-made diagrams. FLS Field-level security Field-level security is set by Admins on the field’s definition in Salesforce Setup. It determines which fields are visible or editable to certain users. HML Handlebars Merge Language HML is the way to add personalization to emails sent from the Salesforce platform (including Pardot). The most common example would be to add a Lead or Contact’s first name in the body of the email. ISO International Organization for Standardization code The International Organization for Standardization country code represents each country by two letters. Admins will come across this when dealing with country fields, country codes in phone numbers and currencies. OCR Opportunity Contact Role Contact Roles are a standard Salesforce object that define the role or level of influence that a contact has in relation to a sales opportunity. OWD Org-wide Default The organizational wide default is the baseline visibility set for each object in your org (ie. the CRED). Profiles and permission sets are used to open up access beyond the OWD. PB Process Builder Process Builder is a tool for Salesforce process automation, using clicks not code. Due for retirement, PB is being superseded by Salesforce Flow. SOGAF Salesforce Operating, Governance & Architecture A framework that “addresses the components of governance at scale through seven distinct capabilities and their end-to-end alignment”. SML Salesforce Merge Language The strings that were used to personalize emails sent from Salesforce. SML has been in the process of being phased out since the HML release in Summer ‘18. SML is still being used with Classic email templates. UPN Universal Process Notation Universal Process Notation (UPN) is a way to document business processes that can be understood by a wide range of different audiences – from business analysts and IT teams, through to end-users, management, regulators and more.Knowing Universal Process Notation is an essential competency for careers within (and beyond) the Salesforce ecosystem, such as Business Analysts, Consultants, Sales Ops, and more. WFR Workflow Rules Workflow Rules are a tool for Salesforce process automation, using clicks not code. Due for retirement, WFRs is being superseded by Salesforce Flow. 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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Salesforce Managed Services

Facebook Integration for Salesforce

You can integrate Facebook and Salesforce to automate ad exclusion lists, which will help you boost ROAS and drive down cost-per-click (CPC). Facebook integration for Salesforce can be managed through a native connector, Zapier, or many tools you will find on the Salesforce AppExchange. How do I link Facebook lead form to Salesforce? Import Facebook Leads into Marketing Cloud with the Facebook integration for Salesforce To post to Facebook pages and track engagement, add the Facebook connector. You can add up to 25 connectors for company pages. Is Facebook using Salesforce? Facebook gathers data about your existing customers through Salesforce® CRM integration. You can configure a Facebook authentication provider so your users can log in to Salesforce using their Facebook credentials. Let customers communicate with your business using Facebook Messenger. Customers send messages to your Facebook page, and agents reply from the Service Console. To control how incoming messages are routed, link an Omni-Channel flow or routing configuration to your Facebook Messenger channel. Salesforce Trailhead even has a Facebook page. 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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public sector and tribal governent

What is BI in Salesforce?

Salesforce BI helps to create fast, digestible reports to help you make informed decisions at the right time. Salesforce Einstein is a leading business intelligence software solution that will help streamline your operations. Read on in this insight to learn how Salesforce BI capabilities including Tableau rank in the Gartner Magic Quadrant. Make the right decision every time using analytics that go beyond business intelligence software. See why Gartner named Salesforce (Tableau) a Leader in the Gartner® Magic Quadrant™ for Analytics and Business Intelligence Platforms for the 11th consecutive year. Data and analytics leaders must use analytics and BI platforms to support the needs of IT, analysts, consumers and data scientists. While integration with cloud ecosystems and business applications is a key selection requirement, buyers also need platforms to support openness and interoperability. Analytics and business intelligence (ABI) platforms enable less technical users, including business people, to model, analyze, explore, share and manage data, and collaborate and share findings, enabled by IT and augmented by artificial intelligence (AI). For several years, the Magic Quadrant for Analytic and Business Intelligence Platforms has emphasized visual self-service for end users augmented by AI to deliver automated insights. While this remains a significant use case, the ABI platform market will increasingly need to focus on the needs of the analytic content consumer and business decision makers. To achieve this, automated insights must be relevant in context of a user’s goals, actions and workflow. Many platforms are adding capabilities for users to easily compose low-code or no-code automation workflows and applications. This blend of capabilities is helping to expand the vision for analytics beyond simply delivering datasets and presenting dashboards. Today’s ABI platforms can deliver enriched contextualized insights, refocus attention on decision-making processes and ultimately take actions that will deliver business value. In addition to the increasing consumer design focus trend, we see other key market trends, including the need for improved governance of analytic content creation and dissemination, and the demand for a headless, open architecture. For example, a headless ABI platform would decouple the metrics store from the front-end presentation layer, enabling more interoperability with competitive products. ABI platform functionality includes the following 12 critical capabilities, which have been updated to reflect areas of market change, differentiation and customer demand: Gartner added three new critical capabilities as part of our metrics store evaluation criteria this year:  ABI platforms have always been about measurement. For decades, the slicing and dicing of measures by their dimensional attributes was synonymous with the act of performing business intelligence. However, over the last decade, the focus on metrics and measurement was overshadowed by data visualization. As data visualization became the most conspicuous capability, some business executives began to conflate ABI platforms with data visualization — as if ABI platforms are glorified chart wizards. This misconception minimizes much of the work performed and the business value delivered by ABI platforms. Establishing metrics stores as a critical capability to execute makes it clear that defining and communicating performance measures throughout an organization is one of the key purposes of an ABI platform. Analytics collaboration is a combination of many features (such as Slack/Teams integration, action frameworks) that collectively improve an organization’s ability to make decisions with consensus. Data science integration reflects the increasing likelihood that a business analyst may want to use data science to test certain hypotheses, and that data scientists will need to leverage features such as data prep and data visualization. In addition, Gartner is changing “catalogs” to “analytic catalogs” to emphasize a set of requirements that are not being met by ABI platform vendors today. Most large enterprises have thousands of reports built across multiple ABI platforms, but consumers in these organizations have no easy way to access these reports. The name change to analytic catalogs reflects the need for ABI platform vendors to deliver analytic content with the consumer in mind. Three critical capabilities were removed from our evaluation criteria: security, natural language generation (NLG; rolled into data storytelling) and cloud analytics (which will no longer be considered a platform capability, but instead a go-to-market strategy covered in the Magic Quadrant). And one of the security sub-criteria, about the granularity of authorization (e.g., row-based security) has been moved to the enterprise reporting capability. Salesforce (Tableau) Tableau, a Salesforce company, is a Leader in this Magic Quadrant. Its products are mainly focused on visual-based exploration that enables business users to access, prepare, analyze and present findings in their data. CRM Analytics, formerly Tableau CRM, provides augmented analytics capabilities for analysts and citizen data scientists. Tableau has global operations and serves clients of all sizes. In 2022, Tableau reinforced its augmented consumer vision to provide contextualized insights with deeper integration with Salesforce Data Cloud. IT also improved decision intelligence by bringing domain-aware insights into action with Revenue Intelligence and other Salesforce-native apps. The extensible design and x-platform integrations (Salesforce Flow, MuleSoft, UiPath and Looker) further enable composable analytics to bring insights into workflow with agility. Strengths Cautions 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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