2021 - gettectonic.com - Page 6
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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marketing cloud audience builder

Utilizing Marketing Cloud Audience Builder

What is Audience Builder in Marketing Cloud? Utilizing Marketing Cloud Audience Builder. Audience Builder in Marketing Cloud dynamically generates targeted audiences from stored contact data, utilizing both attribute and behavioral values. These audiences can then be leveraged to either target specific contacts or exclude them from various activities within Marketing Cloud Engagement. Key Features and Functionality: Audiences: A collection of contacts grouped based on specific attributes used when sending messages. These audiences draw information from sendable data extensions, with Audience Builder setting a flag in the header of the data extension to identify it as an audience. Outbound Mail Manager (OMM) utilizes this information to determine the appropriate channel, audience, and segment for engaging contacts with messages. Usage and Integration: Audience Builder can integrate with lists, groups, or data extensions linked through a common subscriber key or ID. It supports queries performed via the expression builder and recommends using a subscriber key for optimal functionality. Segments: Segments represent groups of individuals who meet predefined criteria. These can be used for analysis and targeting within audiences, with the option to append attributes to segments and use AMPscript and Server-Side JavaScript for content decisions based on segment assignment. Reporting: Audiences and segments can be utilized for reporting purposes, with Audience Builder providing a dedicated report in the standard email reports section that breaks down campaign metrics by segment name. Performance: Each implementation of Audience Builder may have unique performance characteristics. It’s essential to work with the implementation team to understand performance expectations and optimize system performance. Audience Builder Usage: Filter Tab: Allows for querying the total population to match subscriber data of interest, either for sending purposes or analytic purposes. Exclusions Tab: Enables the creation of suppression criteria from the attribute library to remove a subset of contacts from a filtered audience or segment. Segment Tab: Facilitates segmenting an audience to suppress certain subscribers based on specific criteria. Audience Publishing: After filtering and segmenting an audience, it can be published as a publish definition for use across various applications within the Marketing Cloud. Future of Audience Builder: Salesforce announced the retirement of Audience Builder in 2021, meaning it’s no longer sold to new customers, and existing customers will transition away from the tool. Instead, functionalities like creating audiences for various ad platforms are integrated directly into Marketing Cloud Advertising. Additional Features: Creation of Audiences for Advertising Platforms: Advertising Studio allows for the creation of audiences tailored for platforms such as Facebook, Instagram, Google Ads, LinkedIn, Twitter, Pinterest, and Snapchat. Notification Configuration: Configure notification settings in Marketing Cloud Advertising to receive emails upon completion of audience uploads, refreshes, or in case of errors or other events. Audience Builder and Contact Builder are two essential tools within Marketing Cloud, each serving distinct purposes in data segmentation and management. Contact Builder serves as the cornerstone of data modeling within Marketing Cloud. It allows users to define the data structure by establishing relationships between various data extensions. Additionally, Contact Builder enables the creation of populations, organizing data in a manner conducive to campaign execution. In contrast, Audience Builder focuses on data segmentation. It pulls data from predefined data extensions and applies specified filter criteria to create targeted audience segments for marketing activities. While Audience Builder is being retired, Contact Builder remains a vital component of Marketing Cloud. Attributes defined in the data model act as fields and are utilized within Contact Builder. Attribute groups, integral to data organization, will continue to function seamlessly despite the retirement of Audience Builder. In conclusion, Audience Builder serves as a powerful tool within Marketing Cloud, enabling marketers to dynamically create targeted audiences, segment contacts, and optimize engagement strategies based on customer attributes and behaviors. However, with its retirement announced by Salesforce, users are encouraged to explore alternative functionalities integrated into Marketing Cloud Advertising for audience management. 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 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

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Salesforce Marketing Cloud Advertising Studio

Salesforce Marketing Cloud Advertising Studio Explained

Advertising Studio serves as a conduit to digital advertising platforms such as Google, Instagram, LinkedIn, Twitter, and YouTube, expanding your outreach beyond email and mobile messages. Integrated seamlessly through Journey Builder, this Salesforce product facilitates the incorporation of these platforms into your marketing campaigns. Unlike an isolated tool, Salesforce Advertising Studio is a product that integrates advertising campaigns directly into Salesforce’s CRM, enabling marketers to harness customer data derived from interactions on social channels. Salesforce Audience Studio (DMP), on the other hand, is a comprehensive platform that gathers, stores, organizes, and centralizes data from diverse sources, whether internal or external. Functioning in real-time, it unifies user data collected from multiple sources, creating a unified profile for each customer. Marketing Cloud Advertising empowers you to engage and advertise to your customers and prospects effectively. Coordinating campaigns across social, mobile, sales, and customer service efforts, Marketing Cloud Advertising enhances your email marketing goals by integrating advertising strategies. Utilize platforms like Facebook, Instagram, Google Ads, LinkedIn, Twitter, Pinterest, or Snapchat to connect with existing customers. Identify new prospects through lookalike audiences and re-engage inactive users within the customer journey through digital advertising channels. Salesforce Advertising Studio, an elevated offering within Salesforce Marketing Cloud (SFMC), empowers marketers to seamlessly digitize their endeavors at scale, effectively targeting precise audiences to achieve business objectives. This sophisticated platform facilitates the creation of distinctive customer experiences while delivering ads to the intended audience. This insight will guide you through the features, benefits, and setup of Salesforce Advertising Studio. Importance of Advertising Studio Understanding the significance of Advertising Studio in your marketing endeavors is crucial: Benefits of Salesforce Advertising Studio Features of Advertising Studio Steps to Set Up Salesforce Advertising Studio Step 1: Account Configuration Step 2: Navigation and Granting Access Step 3: Monitor the Flow of Data Implementing these steps ensures a seamless setup of Salesforce Advertising Studio, maximizing its potential for your marketing strategies. Contact Tectonic today to get starting using Marketing Cloud Advertising Studio. Content updated January 2024. Like2 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 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 Action Plans

Salesforce Action Plans Explained

An action plan defines the tasks and other items needed to complete a business process. Each task has a priority, a number of days in which it must be completed, and a person who is responsible for its completion. Action plans are created from action plan templates, which allow you to capture repeatable tasks. Users see the tasks assigned to them through task lists and views in Salesforce. Users record task status information using the standard interfaces for tasks or the Action Plan details view. Target records, such as accounts or contacts, also show lists of related action plans. For example, in Financial Services Cloud, you can create an action plan template for financial plan review meetings with clients. For such engagements, wealth managers need to set up a meeting in advance, collect financial documentation, and review the documentation. You set up this Salesforce action plan template once, and update it as your understanding of the repeatable tasks improves over time. Then as wealth managers need review meetings with clients, you can create an action plan based on the template. You don’t have to worry about all the appropriate tasks getting created because those tasks are defined in the template. Salesforce action plans defines the tasks and other items needed to complete a business process. Each task has a priority, a number of days in which it must be completed. What is included in a Salesforce Action Plan? Salesforce action plans generally include “what,” “who,” and “when.” They outline the action steps (the “what”) your program will take to achieve your goals and objectives, the person(s) responsible (the “who”), and the projected completion dates (the “when”). You can create an action plan template and its generated action plans for various objects, depending on the products and licenses available in your org. You can also create them for custom objects that have Activities enabled. Here are some examples of use cases for action plans: Action Plan Data Model The types of items that can be included in an action plan template and its generated action plans include: Target objects are: In an action plan template, assign each task or other item to a person, a role, a queue, or the action plan creator. When creating templates with the UI, the plan creator becomes the plan owner. When creating templates using the API, you can designate a plan owner different from the plan creator. Action plan template is a reusable framework that you can use to schedule visits where the set of activities to be performed in each visit remains constant. How do you create an action plan in Salesforce? Create Action Plans Buttons Navigate to Setup > Object Manager > Account > Search Layouts for Salesforce Classic. Click on “Edit” from the menu near “List View.” Move the “Create Account Action Plans” button from “Available Buttons” to “Selected Buttons.” Click “Save.” Salesforce admins enable users to edit and delete action plan details by giving them permissions for the Action Plans, Action Plan Templates, and Recurrence Schedule objects. Your users interact with action plans using standard features. The following standard Salesforce features are supported. 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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Salesforce CDP Explained

Salesforce CDP Explained

What is a Customer Data Platform (CDP)? A Customer Data Platform (CDP) is one of the most transformative tools in modern marketing. Salesforce CDP Explained. If you’re exploring whether your business needs a CDP and how to begin using one, this guide will walk you through the essentials. CDPs have quickly become a go-to solution in marketing, popping up in reports and strategies everywhere. According to the 2020 State of Marketing Report, 86% of marketers who use CDPs are maintaining or increasing their usage, making many companies wonder: Do we need a CDP too? This insight serves as your step-by-step guide to help you determine whether your business should invest in a CDP, and how to successfully implement one for smarter marketing. What is a CDP? A Customer Data Platform (CDP) is a sophisticated piece of marketing technology designed to collect and organize customer data from various sources into centralized profiles. It helps businesses manage and draw actionable insights from data in real time, making it easier to personalize customer interactions. A typical CDP includes tools for customer data management, marketing automation, multichannel campaign execution, and real-time interaction management. It’s particularly useful when businesses need a database of user-level data to understand customer behaviors across touchpoints. Why Does Your Business Need a CDP? Salesforce CDP Explained CDPs excel in four core tasks: collecting, unifying, activating, and analyzing data. Introducing Salesforce’s CDP: Data Cloud Salesforce’s Data Cloud is a powerful CDP that integrates with Customer 360 to provide real-time customer profiles. It collects and unifies customer data in real time, ensuring businesses can deliver personalized customer experiences and foster stronger relationships. Data Cloud is scalable and designed for businesses of all sizes, with built-in security, compliance, and privacy features through Hyperforce. Benefits of a CDP Beyond basic segmentation, CDPs offer three major benefits: CDPs vs. CRM vs. DMP It’s important to understand the distinction between different data tools. While CRMs focus on managing customer relationships and interactions, and Data Management Platforms (DMPs) handle anonymous data for targeted advertising, CDPs are designed to unify and activate first-party data for personalized marketing. How to Choose a CDP When selecting a CDP, focus on two key areas: insights and engagement. Some CDPs specialize in integrating and analyzing customer data (insights), while others focus on delivering real-time personalized experiences (engagement). Salesforce’s Data Cloud combines both capabilities, offering real-time insights and activation to power personalized experiences across channels. To choose the right CDP for your business, ask these questions: Success Stories with CDPs CDPs have transformed the way businesses engage with their customers. One example involves a regional food and convenience store chain that implemented a CDP to enhance personalized digital experiences. By using customer data to tailor marketing emails and online interactions, the business saw a 16% increase in conversion rates on one of its key products. Getting Started with a CDP CDPs are essential tools for businesses looking to unify customer data, personalize marketing, and drive smarter marketing strategies. To get started, consider building a business case for CDP adoption, assembling a cross-functional team, and researching the right CDP to fit your organization’s needs. The journey to smarter, data-driven marketing begins with the right CDP. Make sure to explore Salesforce’s Data Cloud and other leading platforms to find the best fit for your organization’s growth and success. Content updated April 2023. 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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Cloud Managed Services

Page Layout in Salesforce

Page layouts in Salesforce are essential for controlling the arrangement and organization of various elements on object record pages in Salesforce. These elements include buttons, fields, s-controls, Visualforce, custom links, and related lists. Page layouts play a crucial role in determining the visibility, read-only status, and required fields, allowing customization of record pages tailored to user preferences. Required Editions: Page layouts can incorporate s-controls and Visualforce pages, adjusting their size and deciding whether to display labels and scroll bars. Salesforce provides two tools for editing page layouts: the original page layout editor and an enhanced page layout editor. The enhanced editor, enabled by default, offers additional functionality and a user-friendly interface compared to the original editor. Within a page layout, users can access a mini page layout, defining hover details when mousing over a field in the Agent console or Recent Items section in Salesforce Classic. Salesforce automatically generates a default page layout for custom objects, and if unused, Lightning Platform API can still interact with the object or build a custom user interface. Create Page Layouts: Utilize the enhanced page layout editor to tailor record page layouts to meet user needs effectively. Enhanced Page Layout Editor: This tool, enabled by default, enhances the customization of page layouts in Salesforce, the Self-Service Portal, and the Salesforce Customer Portal. It combines the functionality of the original editor with additional features and an improved interface. Assign Page Layouts to Profiles or Record Types: Define which page layouts users see by assigning them based on profiles or record types. Profiles determine the page layout for a user, while the combination of profile and record type determines the displayed layout for a specific object. Edit Multi-Line Layouts for Opportunity Products: Customize columns for displaying or editing items in the Products related list on an opportunity detail page. Configure Fields on Multi-Line Layouts for Opportunity Products: Ensure fields are visible on the Opportunity Product page layout before adding them to the multi-line layout, achieved through the Product related list on an Opportunity object page layout. Customize Related Lists: Tailor buttons, columns, order, and record sort order of related lists on record detail pages in Salesforce and the Salesforce Customer Portal. Customize Standard and Custom Buttons on Page Layouts: When customizing page layouts, control the display and order of both standard and custom buttons. How Page Layout Elements Display in Lightning Experience: Customizations made in Salesforce Classic affect object record pages in Lightning Experience. However, the page elements display differently, with some elements not supported in Lightning Experience. Page Layout Tips: Keep page layouts organized and user-friendly. How Page Layouts Work in the Salesforce Mobile App: Use the enhanced page layout editor to customize object record detail pages, configure actions, and determine field and related list visibility in the Salesforce mobile app. Manage Mobile Cards in the Enhanced Page Layout Editor: Enhance the Mobile Cards section of your page layout with expanded lookups, components, and Visualforce pages to display them as mobile cards in the Salesforce mobile app. Feed-Based Layouts in Salesforce Classic: Feed-based page layouts simplify record work by offering separate views for the record’s feed and its details, including related lists. Salesforce Classic Home Tab Page Layouts: Customize the Home tab in Salesforce Classic by including components like sidebar links, a company logo, a dashboard snapshot, or custom components. Different home page layouts can be assigned to users based on their profiles. Customize Page Layouts with the Original Page Layout Editor: Use the original page layout editor for customizing page layouts in Salesforce, the Self-Service Portal, and the Salesforce Customer Portal. 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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Collecting customer data

Customer Journey Mapping

Based on a Salesforce study, 51% of marketing leaders measure success with revenue growth.  22% look at customer satisfaction. While only 18% look at customer retention.  Customer journey mapping addresses retention, satisfaction, and revenue growth.  Taking a customer-centric approach to designing your customer journey map puts your focus on the customer improving customer satisfaction and retention, in addition to revenue. Your customer journey map coordinates all your marketing efforts. Maximize the Advantages of Customer Journey Mapping To maximize the advantages of customer journey mapping, it’s critical to take a comprehensive approach that integrates each of the following steps: Your Customer Journey Map is a Diagram of Touchpoints The customer journey map becomes a diagram of all the touchpoints a customer has with your company. While every customer’s experience with your company will be slightly, or greatly, different the customer journey map will outline potential journeys and touchpoints. Understanding how, when, and why your customer is interacting with your company is key to improving your customer experiences. The Salesforce team at Tectonic looks forward to assisting you in implementing your customer journey throughout the entire Salesforce ecosystem. 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 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

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Salesforce Sales Cloud

Salesforce Sales Cloud Process Flow

Salesforce Sales Cloud, a fully adaptable CRM solution, consolidates customer information into an integrated platform that encompasses marketing, lead generation, sales, customer service, and business analytics. Salesforce Sales Cloud Process Flow saves time. Additionally, it offers access to a myriad of applications through the AppExchange. Here’s a guide on how to set up a Salesforce Sales Cloud process flow: Understanding the Salesforce standard object architecture is necessary when setting up a sales process: Mapping your selling path involves: Establishing an activity tracking process: Building a Salesforce sales process requires time and effort but provides a robust framework for sustained growth. Organizations that can define and map their unique selling path, have clear sales stages, and ensure strong adoption being more efficient in reaching revenue goals. Need help? Contact Tectonic today. 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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Journey Builder Wait Until API Event

Journey Builder Wait Until API Event

Introducing the Journey Builder Wait Until API Event Activity, a cutting-edge addition to Journey Builder unveiled in the April 2021 Salesforce Marketing Cloud Release. This feature revolutionizes customer engagement by enabling real-time experiences through external event triggers within a journey. By strategically placing the Wait Until API Event activity within your journey, you can suspend customer progression until a specified event occurs, ensuring seamless transitions to the next activity. Journey Builder Wait Until API Event Key Features: Use Cases: Configuration Steps: API Event Configuration: Additional Considerations: Use Case Example: In summary, the Wait Until API Event Activity empowers marketers to orchestrate dynamic, real-time journeys tailored to individual customer actions, driving enhanced engagement and conversion rates across multiple touchpoints. 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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Marketing Cloud Connect

Account, Edition, and Other Marketing Cloud Connect Compatibility FAQs

Understanding Marketing Cloud Connect Compatibility. Which Marketing Cloud Editions are Compatible with Marketing Cloud Connect? All editions of Marketing Cloud are compatible with Marketing Cloud Connect. For a comprehensive list of compatibility, refer to the product features documentation. Which Salesforce Editions are Compatible with Marketing Cloud Connect? Marketing Cloud Connect is compatible with Salesforce Performance, Unlimited, Enterprise, and Developer Edition Sandbox accounts. However, it is not currently compatible with Professional Edition. Check the product features documentation for a detailed list of compatibility. Is Marketing Cloud Connect compatible with Lightning Experience? The Marketing Cloud Connect User Interface integrated into Sales/Service Cloud is built using Visualforce and is considered a Salesforce Classic experience. While Visualforce pages can be utilized within Lightning Experience, clicking on Marketing Cloud Connect tabs redirects users to Salesforce Classic Experiences. Which Languages are Supported? Versions 5.494.1 (January 2016 Release) and earlier support English, French, and Japanese. Versions 5.495.1 (March 2016 Release) and later support English, French, Japanese, Spanish, Spanish (Mexico), Portuguese (Brazil), Italian, and German. What are the requirements for Marketing Cloud connect? Marketing Cloud Connect requires a relationship between a single Marketing Cloud account and one or more Salesforce orgs. Your Marketing Cloud account must be provisioned and enabled for use with Marketing Cloud Connect before connection. Subscriber Key is required for Marketing Cloud Connect. Is Marketing Cloud Connect Supported in the Salesforce Mobile App? No. Understanding Marketing Cloud Connect compatibility can be challenging. Contact Tectonic today. Like3 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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Case Management in Salesforce

Case Management in Salesforce

What does Salesforce Case Management entail? Salesforce Case Management, as explained in the Service Cloud Introduction session, provides a platform for recording, tracking, and resolving customer issues across sales, service, and support. Advantages of utilizing a case management system: Case Management in Salesforce Salesforce Case Management allows the automatic collection of cases from various sources like email, social media, support centers, or web forms. It provides tools for categorizing, filtering, and adding notes to cases stored in the database. How can I establish case management in Salesforce? Utilize queues and automated rules to assign cases to your team without constant monitoring. By assigning cases to a queue, specific team members can select cases from a list, helping prioritize work. Auto-assign cases to queues or team members based on conditional rules. Distinguishing case management from CRM: While both case management and CRM assist in managing customer data and interactions, the key distinction lies in the fact that case management is tailored to monitor the progress of individual cases. Visibility of cases in Salesforce: If the organization-wide sharing default access for Cases is set to ‘Private,’ and ‘Grant Access Using Hierarchies’ is enabled, only the Case owner, the owner’s managers in the role hierarchy, Salesforce admins, and user profiles with the ‘View All’ object permission on Cases can view a Case. Can leads have cases in Salesforce? To associate a Lead with a Case, create a custom lookup field on Cases to the Leads object. This allows for a Cases related list on the Lead record. 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 Automated Case Routing

Salesforce Automated Case Routing

What is Omni-Channel Routing in Salesforce? Salesforce Automated Case Routing is a time-saving automation, and Omni-Channel is one way to do it. Omni-Channel is a feature within Salesforce’s Customer Service and Console that facilitates the automatic routing of various work items, such as Leads and Cases, to agents. It intelligently assigns work items to agents based on factors like agent capacity, priority, skillset, and more. Automate Case Routing with Omni-Channel Accelerate and streamline the process of authorization approval by automating workflows through routing configurations. Omni-Channel enables rapid routing of cases to the appropriate users, ensuring timely review of authorization requests. Required Editions: With Omni-Channel’s adaptable and customizable framework, you can effectively manage your users’ capacity for conducting authorization request reviews. Utilize queues or skills to specify which users handle which types of requests. Routing Strategies: Salesforce Automated Case Routing How to Automate a Case in Salesforce: Create Predefined Case Teams: Different Routing Types in Salesforce: Automated Case Assignment Options in Salesforce: Creating a Routing Configuration in Salesforce: Automation Flow Creation in Salesforce: Difference Between Routing and Dynamic Routing: Automated Case User in Salesforce: Case Auto-Response in Salesforce: Creating a Case Auto-Response 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

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