August, 2021 - gettectonic.com

25Aug

Salesforce API Field Types

Fields on objects represent the details of each object and are analogous to columns in a database table. Each field on each object has one or more of the following properties: Property Description Aggregatable Can be used by one of the SOQL aggregate functions. Autonumber The API creates an autonumber. Create Value for the field can be specified during create using the API. Defaulted on create If no other value is specified when created, a default value is supplied. Delete Value for the field can be deleted using the API. Filter Can be used as filter criteria in a SOQL query FROM or WHERE clause. Group Can be included in the GROUP BY clause of a SOQL query (true) or not (false). Available in API version 18.0 and later. idLookup Can be used to specify a record in an upsert call. The Id field of each object has this property and some Name fields. There are exceptions, so check for the property in any object you wish to upsert. Namepointing Indicates whether the field’s value is the Name of the parent of this object (true) or not (false). Used for objects whose parents can be more than one type of object. For example, a task can have an account or a contact as a parent. Nillable The field can contain a null value. Query The field can be queried with SOQL using the API. Restricted picklist A picklist whose values are restricted to those values defined by a Salesforce admin. Users can’t load unapproved values through the API. Retrieve Value of the field can be retrieved using the API. Sort Indicates whether a query can sort on this field (true) or not (false). Update Can be updated using the API. 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

August 25, 2021in Salesforce

20Aug

Nonprofit Marketers Invest in Technology to Support and Drive Strategy

While the demand for the creativity of marketers remains steadfast, the evolving digital landscape of constituent engagement necessitates an increased understanding of technology and automation among marketers. Although most marketers possess Customer Relationship Management (CRM) and Marketing Automation capabilities, a significant portion indicated that different departments use disparate CRM systems, leading to the creation of siloes. Nonprofit marketers invest in technology for increased engagement, success, and automation. Technology for Nonprofits Technology stands out as the second most influential factor shaping marketing strategy, trailing closely behind customer engagement. The digital realm has gained unprecedented importance, with 83% of respondents acknowledging that people’s preferences are reshaping their digital strategies. Meeting expectations is heavily dependent on digital capabilities, as stated by 82% of participants. Moreover, 79% of nonprofit marketers anticipate a more technology-driven approach post-pandemic compared to the pre-pandemic era. Collaboration emerges as the second-highest challenge for marketers this year, with enhancing collaboration ranking sixth on their list of priorities. A considerable 68% of nonprofit marketers find collaboration more challenging now than before the pandemic. The lasting impact of the pandemic on collaboration and communication methods is evident, with organizations acknowledging a permanent shift. Despite physical separation, marketers feel a heightened connection to managers, supporters, marketing colleagues, and partners, although this sentiment is less pronounced across different departments. 75% of nonprofits are implementing new remote work policies, slightly less than the 82% observed in corporations. Nonprofit Marketers Invest in Technology Marketers have recognized a significant shift during the prolonged period of varying shelter-in-place orders – employees can effectively work from anywhere with the right tools and processes. This shift, initiated in 2020 and 2021, is expected to persist, although its extent may vary by region. Nonprofit marketers are adapting by reassessing the tools used for connectivity, with 77% adopting new work collaboration technology due to the pandemic. Real-time and video conferencing apps remain the most widely used, while newer technologies like virtual whiteboards are gaining traction within nonprofits. Tectonic is please to announce our new Nonprofit Cloud Salesforce Implementation Solution. Content updated June 2024. Like1 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 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 Consent Management Analytics and Data Quality Understanding Data Analytics Consent and Consent Management Why Consent Management is Crucial Consent Management Analytics and Data Quality. With laws Read more Mapping Your Customer Journey Creating a customer journey map is a crucial undertaking for businesses aiming to improve the customer experience and foster long-term Read more

18Aug

Apex Salesforce

Apex is a strongly typed, object-oriented programming language that enables developers to execute flow and transaction control statements on Salesforce servers in conjunction with calls to the API. Using syntax that looks like Java and acts like database stored procedures, Apex helps developers add business logic to most system events, including button clicks, related record updates, and Visualforce pages. Apex Salesforce code can be initiated by Web service requests and from triggers on objects. As a language, Apex is: Integrated Apex provides built-in support for common Lightning Platform idioms, including: Easy to use Apex is based on familiar Java idioms, such as variable and expression syntax, block and conditional statement syntax, loop syntax, object and array notation. Where Apex introduces new elements, it uses syntax and semantics that are easy to understand and encourage efficient use of the Lightning Platform. Apex produces code that is both succinct and easy to write. Data focused Apex Salesforce is designed to thread together multiple query and DML statements into a single unit of work on the Salesforce server. Developers use database stored procedures to thread together multiple transaction statements on a database server in a similar way. Like other database stored procedures, Apex does not attempt to provide general support for rendering elements in the user interface. Rigorous Apex is a strongly typed language that uses direct references to schema objects such as object and field names. It fails quickly at compile time if any references are invalid. It stores all custom field, object, and class dependencies in metadata to ensure that they are not deleted while required by active Apex code. Hosted Apex is interpreted, executed, and controlled entirely by the Lightning Platform. Multi Tenant aware Like the rest of the Lightning Platform, Apex runs in a multitenant environment. So, the Apex runtime engine is designed to guard closely against runaway code, preventing it from monopolizing shared resources. Any code that violates limits fails with easy-to-understand error messages. Easy to test Apex provides built-in support for unit test creation and execution. It includes test results that indicate how much code is covered, and which parts of your code could be more efficient. Salesforce ensures that all custom Apex code works as expected by executing all unit tests prior to any platform upgrades. Versioned You can save your Apex code against different versions of the API. This enables you to maintain behavior. Apex is included in Salesforce Performance Edition, Unlimited Edition, Developer Edition, Enterprise Edition, and Database.com. 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

August 18, 2021in Salesforce

13Aug

Public Group vs Queue in Salesforce

What distinguishes a public group from a queue in Salesforce? In Salesforce, public groups and queues serve different purposes. Public Group vs Queue in Salesforce: What is a queue in Salesforce? A queue in Salesforce is a collection point for records awaiting assignment. Queues allow users with access to review and claim ownership of records. They help prioritize, distribute, and assign records to team members, facilitating effective workload management. Constraints of Queues in Salesforce Salesforce does not limit the number of queues you can create. Queues can support various objects, including cases, leads, service contracts, and custom objects. There is no maximum limit on the number of queues, and you can set email notifications for queue members. Can a queue own a task in Salesforce? Yes, a queue can own a task in Salesforce. Tasks assigned to a queue appear in a list where any member can take ownership. This setup helps teams share and manage their workload effectively. Can a queue own a record in Salesforce? Yes, a queue can own a record in Salesforce. However, when creating new lead records, you cannot initially assign them to a lead queue. You can change the record’s owner to a queue after it has been created. How do Salesforce Queues streamline workloads? Salesforce Queues streamline workloads by: Groups vs. Public Groups in Salesforce Roles vs. Public Groups in Salesforce Joining a Public Group in Salesforce Anyone can join a public group in Salesforce. However, private groups restrict visibility and membership to group members only. Unlisted groups provide complete privacy, where only invited members can join and interact. Limits on Public Groups in Salesforce Creation of Public Groups Salesforce does not impose a limit on the number of public groups you can create within an organization. Public Group vs Queue in 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

August 13, 2021in Salesforce

09Aug

Salesforce Personalization Studio User Segments

Utilizing User Segments in Campaigns: Strategies and Applications. Personalization Studio user segments are key to success. Salesforce Personalization Studio was formerly known as Interaction Studio. Personalize Campaigns Tailor campaigns by targeting specific segments with personalized content. For instance, display an introductory video to first-time users, enhancing their initial experience without repetitive content upon subsequent visits. Set Goals and Filters Define campaign goals by using segments to specify desired user actions. For example, establish a goal for first-time users who watch an introductory video or to connect with an advisor by completing a short web form. Utilize segments to set both campaign-specific and global goals. Filter Statistics Employ segments to filter campaign statistics, providing insights into how diverse user groups react to campaigns. This enables a more nuanced understanding of user engagement and campaign performance. Analyze Trends and Engagement Analyze trends within specific segments, view individual user or account details, and compare data across multiple segments. Leverage tools like Segment Compare to identify differences in key metrics and behaviors, gaining a comprehensive understanding of user engagement within various segments. Analyze Member Details Explore Unified Customer Profiles for each segment user, delving into specific details about their behavioral data. This allows for a more in-depth analysis of user attributes and interactions. Import or Export Segment Membership Efficiently manage segment data by sorting and exporting information, including defined segment rules. Synchronize segments with your CRM to incorporate comprehensive data captured by the Personalization system about leads, contacts, or accounts. Campaign Qualification Utilize segments to qualify users for specific campaigns based on predefined criteria. For instance, display a campaign exclusively to users who have read three blog articles in a day, employing a campaign-wide rule for seamless qualification. You can use segments to show a campaign to a specific subset of users based on the criteria you set. Experience Qualification Assess the effectiveness of campaign experiences through methods like A/B testing or rule-based testing. This allows for a comparison of various experiences against each other and against a control group, providing insights into the most effective campaign variations. Retail Examples Explore segment strategies tailored for retail businesses, including addressing cart abandonment, implementing upsell campaigns, identifying high-value customers, personalizing campaigns based on user preferences, and targeting users for lead generation. Travel Examples Discover segment applications for the travel industry, such as personalizing campaigns based on user actions, targeting users by location, grouping subscribers for personalized communication, identifying upsell opportunities, and analyzing user behavior based on content interactions. Customer Success Uncover ways to leverage segments for customer success, including targeting users based on their first login, monitoring login frequency, identifying new feature usage, analyzing feature-specific engagement, tracking subscription changes, and identifying users who unsubscribe. Demand Generation Explore segment strategies for demand generation, including engaging users with blogs, targeting email subscribers, analyzing content engagement, identifying users with favorite products, engaging with demos, and targeting users participating in free trials or logging in frequently. These diverse applications showcase the versatility of segments in enhancing campaign effectiveness across various industries and user scenarios. Segment Categories and Rules Marketing Cloud Personalization provides various categories and accompanying rules for use with segments. When a user interacts with one of your channels, the Personalization system identifies the segments they belong to based on real-time session activity. Because segment updates happen in real time, membership changes occur immediately. RULE DESCRIPTION Lifecycle State Whether the user is at the specified subscription level Time Since Lifecycle Transition Whether the user transitions from the specified subscription level to another specified subscription level during a defined time period, and stays in that state Visits Using this category, you can create segments based on a user’s visit data. RULE DESCRIPTION Visit Count Whether the user visits a specified number of times during a defined time period Anonymous User Whether the user is anonymous Originating Referrer Whether the user’s originating referrer URL, medium, source name, search terms, domain, or subdomain meets the specified criteria, For medium, Marketing Cloud Personalization identifies the medium by parsing the URL of the originating referrer and comparing its domain, and any available parameters, to identified medium providers. When Personalization finds a match, it’s categorized into one of the supported mediums. See Originating Referrer Domain to Medium Mapping for a list of originating referrer domains categorized to their respective medium. Time Since First Visit Whether the user visits for the first time during a defined time period Visit Source Whether the user visits from a mobile device or from the web at least one time during a defined time periodThis option is available only if there’s a mobile app connected to the Personalization system. Visit Recency Whether the user visits within the past specified number of days Visit Duration Whether the user visits for more than a specified number of seconds, minutes, or hours during a defined time period Location Using this category, you can create segments based on a user’s location. RULE DESCRIPTION In Whether the user’s ZIP code (US only), city, metro, state/region, or country is known or part of the defined list Company Whether the user’s company is known, is equal to, or contains one or more specified organization names. Start typing to see options. This rule is available only if you have B2B Detect ISP Whether the user’s ISP is known or contains one of the specified ISP names Near Whether the user’s ZIP code (US only), city, or latitude-longitude is within a specified number of miles of the specified ZIP code, city, or latitude-longitude Industry Whether the user’s industry is known or is one of the specified industries. To see options, start typing. This rule is available only if you have B2B Detect Metrics Using this category, you can create segments for certain metrics based on information that you provide during your implementation. RULE DESCRIPTION Engagement Whether the user’s engagement score meets the defined criteria and percentage Ordered Funnel Status Whether the selected funnel status is at, before, or after the specified funnel step Text Attribute Whether the selected

August 9, 2021in Marketing Automation, Salesforce Hospitality Travel and Transportation, Salesforce Personalization

07Aug

Account Planning in Salesforce

Effective account planning is crucial for sales teams to optimize revenue opportunities, foster team alignment, clarify internal sales rep goals, and comprehend customer needs. Account plans play a pivotal role in establishing robust customer relationships. By enabling sales teams to consistently achieve their goals. With a well-crafted and comprehensive account plan for strategic accounts, focus can be aligned to position your team as the trusted partner, emphasizing problem-solving over product sales. Salesforce, a versatile tool evolving over time, empowers companies to enhance their marketing, sales, and service capabilities. Account planning in Salesforce serves as a valuable component of this arsenal. Account Planning With Salesforce Account planning involves the strategic creation of plans to enhance value-driven relationships with key customers. By ensuring long-term development and retention for maximum revenue potential. This process entails mapping essential details about prospects or existing clients, including decision-making processes, competitors, and an organization-wide strategy for winning, retaining, and growing business. In Salesforce, account planning becomes a measurable, repeatable process, ensuring that every client interaction contributes to relationship growth and, consequently, increased revenue potential. Account planning in Salesforce, when executed with Tectonic’s intuitive and strategic customization, not only nurtures client relationships but also facilitates team-wide growth. This expedites deal closures with heightened customer satisfaction, making everyone’s job more manageable. A well-designed account planning management template, tailored to your business’s targets and goals, provides a roadmap for closing deals faster. Tectonic collaborates with you to customize Salesforce tools. Whiteboard existing processes, and create a dynamic account planning management template that evolves with your business. The Significance of Account Plans An account plan consolidates information about customers, competitors, and sales strategy into a simple document. This ensures each customer is set up for success. It goes beyond the structured fields of a CRM, incorporating a variety of information. Annual revenue, key decision-makers, sales timelines, and goals for both the buyer and seller. An account plan unifies the entire account team, providing a strategy execution, facilitating smooth transitions during account changes, and aiding in onboarding subject matter experts. This strategic document outlines the growth trajectory of the client relationship while marking milestones for seamless team transitions. This ensures a consistently smooth experience for the client. While many account plans become static documents, only referenced during their creation phase in Q1, living account plans remain dynamic and relevant throughout the year. These dynamic plans keep account information up-to-date, empowering sales teams to formulate actionable strategies, deliver tangible benefits, eliminate surprises, and predict the likelihood of hitting quarterly goals. Salesforce account planning encourages salespeople to gain a deeper understanding of each customer’s individual needs, motivations, and business situations. A well-designed account plan transforms the 2D visualization of an account in a CRM platform into a 3D, living, breathing, evolving story of the customer and their needs. Empowered by account planning, sales managers can explore new avenues to increase revenue from existing accounts. A detailed account plan provides insights into the client’s business, fostering trust and deeper client relationships. Enhancing Salesforce with Account Planning In the Salesforce ecosystem, communication is vital, and Einstein, Salesforce’s artificial intelligence tool, enhances account planning by automating many customer interactions. This automation allows the sales team to focus on key moments that matter the most in customer interactions. Account planning in Salesforce also facilitates a more insightful approach to account segmentation. Armed with information from the account plan, analytics and Salesforce artificial intelligence can be employed to identify and target key accounts effectively. You should consider both potential and current value. Creating account plans for every account is recommended, especially for larger, more complex, and valuable customers. The historical data generated by account plans prepares businesses for future growth by establishing a simple and repeatable process. Quip as an MVP in Account Planning Quip, a real-time collaborative suite of documents and spreadsheets, serves as a valuable tool in the account planning arsenal. Integrated into Salesforce, Quip simplifies the addition of account plans to every Salesforce account and opportunity record. Transforming numerous business processes and documentation challenges into productivity wins. For organizations conducting formal account planning for the first time, it is recommended to start with key customers for the year. As account planning matures, it becomes a valuable resource for Account Based Marketing (ABM), leveraging historical data for future business expansion. Account planning, when integrated with Salesforce and supported by Salesforce tools like Quip, becomes a powerful strategy for sales teams. It enhances communication and automates interactions. Quip provides valuable insights, ultimately contributing to long-term client relationships and increased revenue potential. Whether implementing or re-implementing Salesforce, Tectonic can assist in incorporating account planning as an essential tool to maximize the benefits of your Salesforce strategy. 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

August 7, 2021in Salesforce

05Aug

Marketing Cloud for Nonprofits

Introducing Marketing Cloud for Nonprofits: A Comprehensive Overview A brand-new edition of Salesforce Marketing Cloud tailored specifically for nonprofit organizations has arrived – Marketing Cloud for Nonprofits. This specialized edition comes with discounted licensing and includes pre-defined email templates and journeys crafted for nonprofit use cases, with more exciting features planned for future releases. So, how can nonprofits leverage Salesforce Marketing Cloud? What sets Marketing Cloud apart from other digital marketing tools? And most importantly, is Marketing Cloud the right fit for your nonprofit? Marketing Cloud for Nonprofits Utilizing Marketing Cloud for Nonprofits For those involved in nonprofit work, this offering brings significant advantages: Why Choose Marketing Cloud Over Other Tools? Salesforce Marketing Cloud (SFMC) stands out for leveraging your supporter data effectively for marketing purposes. Is Marketing Cloud for Nonprofits Suitable for You? Consider using Salesforce Marketing Cloud if your nonprofit: Pricing and Investment The introductory pricing for Marketing Cloud for Nonprofits starts at £400/€500 per month and offers flexibility to scale as your marketing needs grow. Explore additional contact allowances and sending capabilities as you expand your fundraising efforts. In the nonprofit sector, value for money is essential. The Marketing Cloud for Nonprofits edition provides an opportunity to explore SFMC’s potential with an initial investment. As you witness the fundraising benefits, consider scaling up and exploring advanced features offered by SFMC. Engage with Salesforce partners to navigate your Marketing Cloud journey effectively, and consult with your Salesforce Account Executive (AE) to assess if Marketing Cloud for Nonprofits aligns with your organization’s goals. To learn more about Salesforce products tailored for nonprofits, visit Salesforce.org and kickstart your journey towards impactful fundraising and supporter engagement. To discuss installing and implementing Marketing Cloud for Nonprofits, contact Tectonic today. Like1 Related Posts 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 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 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

August 5, 2021in Salesforce for Nonprofits, Salesforce Marketing Cloud, Salesforce Nonprofit Cloud, Salesforce Optimization, Salesforce Sales Cloud, Salesforce Service Cloud

04Aug

Salesforce Service Cloud Quickstart

Salesforce Service Cloud stands out as the premier Customer Service platform suitable for companies of all sizes from the number one CRM provider – Salesforce. Boasting a robust console to centralize and handle cases from various channels, coupled with a predictive Knowledge base and seamless integration with phone systems through CTI, launching your new Service Cloud might seem like a daunting task, especially after investing in licenses. The need to realize a return on investment (ROI) weighs heavy on the Salesforce team. Salesforce Service Cloud Quickstart is the solution for you. A Salesforce Service Cloud quickstart plan is great, but it has to be executed correctly or all your work will be in vain and you will never achieve user buy-in on the platform. Salesforce Quickstarts have become a bit of a buzzword in the Salesforce ecosystem. When selecting a quickstart implementation partner you want to ensure they aren’t just doing a cookie cutter roll out of the platform but customizing it to work with your business model. For a swift and efficient start, we advocate opting for an official Salesforce.com Implementation Partner (SI) for your Service Cloud implementations. In house attempts are not uncommon, and unfortunately, they can result in less-than-optimal outcomes. Choosing a Salesforce Consulting Partner ensures access to certified professionals with substantial experience in Service Cloud implementation. Some, like Tectonic, provide Service Cloud Quickstarts tailored to expedite company setups in as little as two weeks, all at a fixed price. Tectonic Salesforce Service Cloud Quickstart Our Salesforce Service Cloud Quickstart encompasses essential elements such as case queues, assignment and escalation, web-to-case, email-to-case, configuration of the Service Console, and visibility into Sales Cloud Account and Contact data (with reciprocal Sales visibility into cases). Equally critical for implementation success is comprehensive user training, guaranteeing smooth user adoption, and ongoing support to address any necessary adjustments and respond to subsequent queries. To ensure that Service Cloud implementations align seamlessly with the evolving needs of the companies they serve, Tectonic additionally offers a managed services solution. This encompasses continuous support, administration, and customization throughout the entire lifecycle of the product. The Servicve Cloud Quickstart is now known as the Service Cloud Salesforce Implementation Solution. Content updated April 2024. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more 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

August 4, 2021in Salesforce, Salesforce Implementation Services, Salesforce Service Cloud

04Aug

Manufacturing Cloud Additional Features

Manufacturing Cloud: A digital customer engagement platform that reimagines the front and middle office processes of manufacturing companies. The Salesforce Manufacturing Cloud additional features are important tools for the manufacturing sector. Here are some notable additional features of Salesforce Manufacturing Cloud: Configure features such as Actionable Relationship Center, Events and Milestones, and Intelligent Document Reader to enhance visibility and control. Manage Long-Term Business: Utilize sales agreements for predictable transactions, profits, and revenue margins. Forecasting: Efficiently plan demand with account-based forecasting, program-based business, and customer-based forecasting. Organizational Targets: Convert growth plans into measurable targets with Account Manager Targets, distributing targets strategically. Partner Visit Management: Schedule visits to partner and distributor locations for performance monitoring, training, and renewals. Actionable Segmentation: Assign prioritized actionable lists to sales agents for effective engagement. Service Lifecycle Management: Manage the customer service experience with Service Cloud functionality tailored for manufacturers. Asset Information Management: Track asset lifecycles and related activities with the Asset Service Console for Manufacturing. Warranty Lifecycle Management: Orchestrate the complete warranty lifecycle, from administration to claims adjudication, with robust eligibility rules and entitlements. Analytics and Automation: Set up and work with analytics, automate business processes with low- to no-code tools, and extend Manufacturing Cloud with prebuilt apps. 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

August 4, 2021in Salesforce Manufacturing Automotive Energy, Salesforce Manufacturing Cloud

02Aug

Mobile Connect Salesforce

Create, send, receive, and track SMS and MMS text messages using MobileConnect. Send alerts and transactional messages to subscribers using templates and a drag-and-drop interface. How does mobile connect work? Simple. By matching the end user to their mobile phone number, Mobile Connect empowers the user to confirm his/her identity online, and authorize transactions such as payments, sharing only the personal data that’s essential for completing the transaction. A list of essential tasks to help you get started using MobileConnect. 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

August 2, 2021in Salesforce, Salesforce Managed Services, Salesforce Optimization

Monthly Archives: August 2021

Salesforce API Field Types

Nonprofit Marketers Invest in Technology to Support and Drive Strategy

Apex Salesforce

Public Group vs Queue in Salesforce

Salesforce Personalization Studio User Segments

Account Planning in Salesforce

Marketing Cloud for Nonprofits

Salesforce Service Cloud Quickstart

Manufacturing Cloud Additional Features

Mobile Connect Salesforce

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