March, 2022 - gettectonic.com
Salesforce Sales Enablement
30Mar

Salesforce Enablement Team Roles and Responsibilities

When implementing Salesforce Enablement to better equip teams with skills, content, and context it is important to set up the right users with the right permissions. Having a complete Sales Enablement team in place produces the most effective training programs. Accelerate business outcomes with enablement programs delivered to users through the Guidance Center in Salesforce. Create programs that are unique to your company, and assign programs to users who can complete exercises and measurable milestones in their flow of work.  Sales enablement is about people and technology, and strategically aligning them both behind a common goal: sales success. Sales enablement helps organizations streamline and shorten sales cycles by improving buyer interactions with relevant sales content that is tailored and personalized. Sales Enablement Platform A sales enablement platform provides sales teams with coaching, resources, and tools to help them effectively engage with customers and close deals. Identify who at your company can perform each role. In some cases, one person is ideal for all these responsibilities. Other companies require a team. Likewise, some of these roles aren’t required to use Enablement. But it can be nice to rely on these folks if they’re available. Roles and Responsibilities ROLE RESPONSIBILITIES REQUIRED TO USE ENABLEMENT? REQUIRED PERMISSIONS? Salesforce admin This person can access Setup and customize Salesforce for your company. To get your company started with Enablement, a Salesforce admin must give access to Enablement team members according to the required permissions listed on this page. Salesforce admins can also bring their Salesforce experience to help you define outcomes and milestones using Salesforce objects and fields. If you want to introduce new ways of tracking data in Salesforce to include those processes in a program, Salesforce admins can also help enable other features or customize settings. Yes For permissions required for Salesforce admins, search Salesforce Help for the specific task. Enablement admin A person who gets full access to create, edit, delete, publish, and unpublish Enablement programs in Salesforce. Enablement admins can also assign or unassign programs to Enablement users, view all Enablement analytics, customize the Enablement reports and dashboard, and create reports and dashboards using Enablement report types. Yes The Manage Enablement Essentials default permission set, which is included in the Enablement Admin permission set group. See Enablement Permission Set Groups, Permission Sets, and Permissions and Assign Permissions to Your Enablement Team. Content creator or manager This person adds your company’s training content to Salesforce. At some companies, this person is also the Enablement admin. Yes The Content Manager contributor role in the Enablement workspace of the Digital Experiences app. See Assign a Contributor Role in the Enablement Workspace. Enablement resources manager The person who manages resources related to Enablement other than training content that Enablement users directly consume as part of programs, such as these items. Surveys sent to peers and managers for gathering feedback on user performancePrompts and walkthroughs that guide users through Salesforce features and walkthroughs outside of programs No Manage Assessment Surveys and Manage In-App Guidance default permission sets, which are included in the Enablement Resources Manager permission set group. See Enablement Permission Set Groups, Permission Sets, and Permissions and Assign Permissions to Your Enablement Team. Business operations expert This person can help identify the business outcomes that your company wants to focus on and work with you to establish how certain job roles can contribute to your bottom line. No Your call. You can assign Enablement permissions to this person as needed. Enablement user The person at your company who takes the programs that you build and assign to them. Yes Use Enablement Programs default permission set, which is included in the Enablement User permission set group. Enablement admins, or users with the Manage Enablement Essentials default permission set, can also take programs that are assigned to them. See Enablement Permission Set Groups, Permission Sets, and Permissions and Assign Permissions to Your Enablement Team. 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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March 30, 2022in Salesforce
Salesforce and Healthcare
28Mar

What is Healthcare Technology?

What is the role of healthcare technology? Healthtech companies play a crucial role in elevating patient care and outcome. Within the health and life sciences industry technology plays an important role. Leveraging innovative technologies and digital solutions, these companies contribute to the enhancement of diagnostic accuracy, treatment planning, and monitoring efficiency for healthcare providers. How is technology defined in healthcare? Healthtech encompasses a broad spectrum of technologies, including medical devices, information technology (IT) systems, algorithms, artificial intelligence (AI), cloud computing, and blockchain. The purpose is to provide support to healthcare organizations, facilitating improved services and patient care. CRM in healthcare not only stores patients’ contact information. It also gives a comprehensive overview of their medical history, appointments, and prescriptions. Using a healthcare CRM system, providers can customize their patient management plans so that each patient gets precisely the amount of care they need. How does HealthTech differ from MedTech? HealthTech is implemented through diverse technologies like wearables, applications, or databases. MedTech primarily involves medical equipment, prosthesis, and tools. Despite their distinct differences, both HealthTech and MedTech share a common goal of integrating technology into healthcare. What is healthcare management and technology? Health information management and healthtech professionals are engaged in comprehending healthcare dat. The intricacies of which require in-depth knowledge of the software and systems that govern its utilization. The convergence of these fields aims to enhance the quality of life for medical patients by integrating technology into healthcare practices. The global healthcare CRM market size was estimated at USD 14.3 billion in 2021 and is expected to reach USD 16.0 billion in 2022. The value is predicted to grow at a CAGR of 8.4% from 2022 to 2030. North America remained the largest market for medical CRM in 2021. Health Cloud is one of the Salesforce Industry Clouds: a solution tailored to meet the unique needs of specific industries. It combines the best of Salesforce’s CRM capabilities with advanced features tailored for healthcare providers, payers, medical device companies, and pharmaceutical manufacturers. What is a Hipaa compliant CRM? HIPAA regulations require this information be protected and kept confidential… A HIPAA-compliant CRM ensures that the information is handled securely and that the organization is in compliance with the law. 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 Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more PII Explained Personal Identifiable Information (PII) is defined as: Any representation of information that permits the identity of an individual to whom Read more Case Study: Health Payer/Provider Onboarding/Network Growth After doing their initial Sales Cloud implementation and SAP integration over 12 years ago, this company was only leveraging Salesforce Read more

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March 28, 2022in Salesforce Health and Life Sciences Solutions
Salesforce and Healthcare
25Mar

Healthcare CRM to Enable Consumers and Build Trust

To transform the healthcare industry and enhance the experiences of all stakeholders requires the right tools. Making a paramount focus on building trust through personalization is imperative. Patients no longer desire to be perceived merely as a number or a chart. They seek a personalized treatment approach. Using the right healthcare CRM to enable trust with consumers makes good sense. The Goal of a Healthcare CRM This goal can be accomplished by seamlessly integrating electronic health records (EHRs) and claims data, establishing a 360-degree view of each healthcare consumer. A unique view of each consumer. Leveraging the capabilities of application programming interfaces (APIs), organizations can access comprehensive consumer information in real-time. By facilitating effective collaboration, informed care decisions, and the prevention of care gaps. The incorporation of state-of-the-art healthcare customer relationship management (CRM) platforms, equipped with AI and advanced analytics, can yield actionable insights. Insights that enhance interactions with patients and members. For instance, Community Health Choice (CHC) in Texas has embraced Salesforce’s Health Cloud, fully integrating clinical and claims data to create a holistic view of each patient, enabling the delivery of comprehensive care. What is a CRM system in healthcare? A healthcare CRM is a customer relationship management system designed specifically for use in the healthcare industry. Salesforce Health Cloud is a top choice to enable trust. CRM in healthcare not only stores patients’ contact information, it also gives a comprehensive overview of their medical history, appointments, and prescriptions. With a healthcare CRM system, you can customize your patient management plans so that each patient gets precisely the amount of care they need. A Healthcare CRM to Build Trust Connected experiences contribute to strengthening trust, increasing retention, and ultimately fostering improved health outcomes and business results for healthcare organizations. Implementing these strategies allows healthcare organizations to enhance the overall quality of care, providing a more positive experience for patients, providers, and other stakeholders. Salesforce is the right healthcare CRM to enable trust with your patients and community. 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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March 25, 2022in Salesforce, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud
Does Salesforce Have Artificial Intelligence?
17Mar

Does Salesforce Have Artificial Intelligence?

Is Salesforce Equipped with Artificial Intelligence Capabilities? Salesforce Einstein is an intelligent layer built into the Lightning Platform, offering robust AI technologies that are seamlessly integrated into the user work environment. The Einstein Platform also provides a comprehensive set of platform services for administrators and developers, enabling the creation of intelligent applications and tailored AI solutions for businesses. Key Einstein Features: Salesforce Einstein is considered genuine artificial intelligence, providing a comprehensive AI solution specifically tailored for Customer Relationship Management (CRM). It eliminates the need for extensive data preparation or model management, seamlessly integrating with Salesforce data. According to Gartner, businesses in Sales, Marketing, Customer Experience, and Digital Commerce express significant interest in AI and Predictive Analytics. Salesforce, holding a substantial 19.5% share in the CRM Vendor Market, has been an early adopter of AI capabilities and technology. For Salesforce developers, embracing AI is crucial to staying relevant. It’s not AI itself that poses a threat but individuals proficient in utilizing AI tools who may replace those who are not. To remain competitive, becoming well-versed in prompt engineering and AI tools is highly recommended. 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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March 17, 2022in Salesforce, Salesforce Einstein
Ncino Salesforce
16Mar

Ncino Salesforce

nCino for Salesforce Overview: Ncino Salesforce nCino is a cloud-based banking operating system, offering a suite of solutions designed to automate the operations of financial institutions (FIs) and revolutionize client interactions in small businesses, commercial, and retail banking. The nCino platform digitalizes documents and processes, enhancing transparency in data and establishing an open ecosystem by operating as a data hub. It seamlessly connects and interacts with the FI’s core banking data, CRM data, data lakes, customer financial data, third-party industry data, and APIs. Is nCino the Same as Salesforce? While nCino is a bank operating system built on the Salesforce platform, it operates as a distinct entity. The nCino architecture is cloud-based and inherently versatile, utilizing Salesforce technology as its foundation. Relationship Between nCino and Salesforce nCino and Salesforce have a strategic partnership established in 2011 to empower financial institutions with digital innovations. This collaboration aims to drive efficiencies, deliver intelligence, reduce risks, and promote customer growth and loyalty in the financial services industry. The partnership involves deepening connectivity to Salesforce platform tools, including CRM, powered by AI and automation, and Financial Services Cloud. Expanding on this collaboration, nCino will enhance its integration with Salesforce to empower financial institutions further. The partnership extension includes updated commercial terms, improving nCino’s subscription gross margins and extending the term of the agreement to 2031. About nCino nCino is a global leader in cloud banking, providing a single Software-as-a-Service (SaaS) platform. It assists financial institutions in modernizing operations related to corporate and commercial, small business, consumer, and mortgage customers. nCino partners with over 1,850 financial service providers globally. For more information, visit www.ncino.com. Salesforce, Financial Services Cloud, and others are trademarks of Salesforce, Inc. For Media Inquiries: Natalia Moose Email: [email protected] Safe Harbor Statement This press release contains forward-looking statements within the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These statements are based on nCino’s historical performance, current plans, estimates, and expectations. Forward-looking statements involve risks and uncertainties that may cause actual results to differ materially. nCino does not undertake any obligation to update or revise forward-looking statements. These statements are subject to risks and uncertainties, including market adoption of the solution and privacy and data security matters. Further information on potential risks is available in reports filed by nCino with the U.S. Securities and Exchange Commission. For additional information, please refer to nCino’s filings with the SEC, available at www.ncino.com or www.sec.gov. Content updated January 2024. 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 Case Study: Health Payer/Provider Onboarding/Network Growth After doing their initial Sales Cloud implementation and SAP integration over 12 years ago, this company was only leveraging Salesforce Read more Acronyms for Quote-to-Cash Here is a helpful glossary of quote-to-cash acronyms you will hear in the Salesforce Ecosystem. AcronymMeaningDefintionACVAnnual Contract ValueThe annual revenue Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more

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March 16, 2022in Salesforce Financial Cloud, Salesforce Financial Services Solutions
Salesforce Slack
11Mar

What is Slack?

Chances are a co-worker has at least once offered to “Slack” you something—whether it’s a file, a work order, or a phone number. The first time I heard this phrase, I was concerned about potential physical harm, only to learn that “Slack” refers to a messaging application for businesses and much more.  This insight takes a deep dive into Salesforce’s collaborative tool. Slack is a messaging app for businesses that connects people to the information they need.  Many companies utilize Slack from Salesforce as a centralized hub for various purposes. From project collaboration to casual “water cooler” conversations. This is especially vital for remote teams spread across different locations and time zones. At Tectonic, we’ve integrated Slack channels for accounts and Salesforce tools. For projects, events, webinars, and training, fostering seamless communication. Slack is becoming increasingly popular for its compatibility with Salesforce and numerous applications, across diverse workplaces. As opposed to text messaging or emails, Slack is an efficient messaging app making it easier to communicate and organize conversations. To understand Slack, it’s helpful to distinguish between its two primary communication forms. Channels and direct messages (DMs). Slack channels are tailored by users to bring the right people together. By facilitating the sharing of information, files, thoughts, and project details. In contrast, direct messages are private, one-off conversations ideal for topics outside specific channels. Conversations within the channels are transparent and accessible to everyone, except for private channels, marked with a lock symbol. Direct messages, on the other hand, are suited for smaller, individual conversations. Starting a new conversation in the platform is as simple as clicking the compose button and drafting a message. It can be for a specific channel or individual. Mentioning a team member using @team-members-name ensures that they see your message and are notified when it is posted. Emojis Slack’s wide variety of emoji reactions add a fun element, with commonly used emojis like eyes or check marks indicating engagement or task completion. Custom emojis can be created for personalized use or to trigger automated workflows within your Salesforce project.  The eyes emoji, for example, typically means the message reader is taking at a look at whatever was referenced in the post.   Slack customization is a key aspect of its effectiveness. Updating your profile, integrating with your calendar for availability status, and setting relevant notifications. Utilizing shortcuts, apps, and integrations can enhance collaboration efficiency. Tectonic conducts a comprehensive discovery of your organization’s processes to recommend tailored ways this tool can boost your overall efficiency. Sharing files is easy, with seamless integration with popular file storage tools like Dropbox and Google Drive. Slack’s scheduling feature allows you to compose messages and schedule delivery at more appropriate times, making it a valuable organizational time management tool. Users can set their in and out of office times. Thus silencing notifications outside working hours. Slack also has a mobile app so users can stay connected from anywhere. Chat-based Collaboration Comparisons This chat-based collaboration tool that emphasizes communication. Whereas Microsoft Teams is a comprehensive collaboration suite that offers chat, video conference, and integrated document management.  Teams is a part of the Microsoft ecosystem, while Slack is a standalone tool from Salesforce with robust third party integrations. The primary difference between Google Chat and Slack includes search and customization options and the amount of storage offered. Slack offers more customization options, Google Chat offers unlimited storage in Business and Enterprise plans. Slack differs from Skype in that it takes communication to the level of collaboration by bringing together teams, tools, and workflows in a single platform. The sweet spot for Slack seems to be in companies with 20-50 employees. Many businesses are moving away from email and into channels, Away from legacy suites and onto customizable platforms that can connect more easily.  In 2019 the platform broke the 12 million user daily activity level and continues to grow by about 37% every year. Cross-channel Integrations Slack offers thousands of cross-channel integrations with other apps, not just email and Salesforce. This collaborative tool was developed by Slack Technologies, owned by Salesforce. It offers freemium and paid subscription services, and offers text messaging, file and media sharing, voice and video calls, and group chat for team collaboration. Slack has the capacity to support an unlimited number of users per organization, channels per workspace, and over 100,000 users on a channel. All content in the channels is searchable. Thereby making it an easy repository for conversations which ultimately contain a lot of information users want to reference back to.  Slack also offers bookmarking of content, pinning of content and other assorted features for information organization. Default Slack settings encrypt data at rest and data in transit. Data is further protected with tools like Slack Enterprise Key Management, audit logs, and integrations with top data loss prevention providers. Slack received its official name in 2012 from Stewart Butterfield. He replaced the product codename of linefeed with the communication tool which he said was derived from Searchable Log of All Conversation and Knowledge. If you’re curious about how Slack can enhance your Salesforce experience, reach out to Tectonic for a free quote or demo today. Like Related Posts Salesforce Integrations How do you make Salesforce even better? Integrate it with all the third party apps you already use. From productivity Read more Salesforce Acquires Slack The buzz surrounding the Salesforce Acquires Slack announcement has been ongoing, culminating in the official approval on December 1, 2020, Read more Salesforce and Project Management First of all, we need to begin this section by clarifying that Salesforce is not primarily intended as a project Read more Salesforce Updates Sustainability Cloud with Slack Salesforce has unveiled its updated Sustainability Cloud, integrating the newly acquired Slack, alongside the achievement of net zero emissions across Read more

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March 11, 2022in Salesforce Slack
Salesforce and Conga
08Mar

Salesforce and Conga

Salesforce and Conga. Conga Contracts offers a suite of contract lifecycle management products designed to save time, expedite deal closures, and enhance compliance. Key features include: Salesforce and Conga As the leader in contract management, electronic signature, document generation, and enterprise CPQ on the AppExchange, Conga is the trusted choice for businesses seeking to streamline their operations and improve efficiency. Elevate Your Sales and Service Processes Salesforce customers rely on Conga to automate business processes with efficiency and simplicity. From proposals to contract management to renewals, Conga optimizes key touchpoints throughout the revenue cycle, ensuring a seamless end-to-end user experience. Conga’s Comprehensive Solutions Conga Composer: Automate document generation and distribution within Salesforce, leveraging dynamic data to expedite workflows. Conga Sign: Securely obtain electronic signatures and store documents directly in Salesforce, offering a user-friendly and cost-effective solution. Conga CLM: Streamline contract lifecycle management by creating, negotiating, approving, and storing contracts within SFDC, facilitating faster sales and service processes. Conga Contract Intelligence: Harness the power of artificial intelligence to extract and organize data from commercial contracts, automating business processes and minimizing risk. Conga Grid: Visualize and manage data efficiently from multiple objects and records in a single grid, reducing clicks and enhancing productivity. Conga CPQ: Configure, price, and quote complex products and services at enterprise scale within Salesforce, ensuring accurate quotes and better deals. Partnership and Impact Conga has been a proud partner of Salesforce since 2006, with Salesforce Ventures investing in Conga. Customers across various industries utilize Conga to create industry-specific documents throughout the revenue cycle, from proposals to renewals. Customer Success Story: Autism CRC Autism CRC, a leading national cooperative research center, faced challenges managing paper-driven processes and complying with federal reporting requirements. By implementing Conga Composer, Conga Grid, and Conga Sign, they automated project lifecycles, streamlined collaboration, and significantly reduced administrative burdens. As a result, project leaders saved 80% of their time updating statuses and progress, allowing researchers to focus more on impactful work and reclaim their weekends. 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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March 8, 2022in Salesforce
Salesforce Nonprofit Cloud
06Mar

Benefits of Salesforce Nonprofit Cloud

Should nonprofit organizations embrace Customer Relationship Management (CRM)? The benefits of Salesforce Nonprofit Cloud for NGOs are numerous. Many nonprofit organizations are currently leveraging Salesforce’s CRM for Nonprofits, known as Salesforce Nonprofit Cloud. Salesforce proves instrumental in fortifying and expanding crucial relationships and opportunities aligned with your organization’s mission. Whether it’s maintaining strong connections with constituents, segmenting supporters based on issues and interests, tracking membership activities, or streamlining the donation process, Salesforce empowers nonprofits to confidently and effectively manage their data. What exactly is a nonprofit CRM? A CRM (Customer Relationship Management) is a software application designed to centralize data management, enhancing customer experience, satisfaction, engagement, and service by consolidating all communications across various channels into a unified location. Initially developed with sales, marketing, and customer service in mind, modern CRMs now extend their functionality to interact with all facets of an organization’s operations and business. They facilitate relationship and project management among team members, suppliers, partners, and contributors. CRM software proves invaluable for tracking, collecting, and managing critical information about donors, volunteers, employees, and projects. Benefits of Salesforce Nonprofit Cloud: Salesforce enhances organizational efficiency, enabling nonprofit organizations to lead and address significant challenges faced by the communities and concerns they serve. Salesforce serves as a guide to achieve objectives, professionalize approaches, and optimize influence. Tectonic offers tailored Nonprofit Quickstarts to streamline Salesforce implementation, backed by a dedicated team committed to your organization’s success. If you believe your organization can benefit from Salesforce Nonprofit Cloud, inquire today for a no-cost estimate. 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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March 6, 2022in Salesforce, Salesforce Development Services, Salesforce for Nonprofits, Salesforce Nonprofit Cloud
Salesforce Service Cloud
03Mar

Improved Agent Efficiency With Salesforce Service Cloud Customization

Are your service representatives finding the Lightning Service Console too cluttered? Salesforce Service Cloud customization to the rescue! Whether you’re planning to optimize your Service Cloud or seeking quick enhancements for your service team, there’s a plethora of features and tips available to boost the efficiency of your Service Cloud. If you haven’t implemented a console app for your customer service teams yet, you’re overlooking valuable time-saving functionalities. Console features differ slightly between Lightning and Classic. This guide focuses on the Service Cloud Lightning Console – for Classic feature details, refer to Salesforce Help or contact Tectonic. Split View with Salesforce Service Cloud Customization: Console Navigation: Workspace Tabs and Subtabs: Utility Bar Features: Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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March 3, 2022in Salesforce Managed Services, Salesforce Service Cloud
Salesforce Mulesoft
01Mar

Mulesoft and Salesforce

The MuleSoft Anypoint integration platform is a comprehensive solution for API design and development, offering a unified approach. MuleSoft boasts support for nearly 300 connectors, encompassing databases, SaaS platforms, storage resources, and network services. MuleSoft and Salesforce power data connections. Benefits of Salesforce integration include a vast library of pre-built connectors for systems like Salesforce, SAP, Oracle, etc., streamlining data migration with out-of-the-box solutions. MuleSoft facilitates connecting Salesforce to both cloud and on-premises systems for seamless digital business transformation. MuleSoft’s RPA (Robotic Process Automation) allows teams to automate workflows across multiple systems, integrating RPA bots with Salesforce Customer 360, Anypoint Platform, and MuleSoft Composer. IT teams can effectively govern, monitor, and secure automation and integration built with APIs or bots using Anypoint Platform. MuleSoft serves as a CRM and ERP integration solution, leveraging Anypoint Connectors to establish connectivity with popular applications and services, simplifying integration through a single-platform solution. The popularity of MuleSoft is attributed to its industry-leading Salesforce integration solution, aligning complex integration needs with business goals. The platform is considered one of the best for connecting multiple applications and receiving real-time updates. Salesforce acquired the MuleSoft platform in 2018 to expand its product offerings swiftly, accessing MuleSoft’s customer base. The acquisition provided Salesforce with an integration platform and products like Anypoint Platform, MuleSoft Composer, and MuleSoft RPA. Developers Use the Salesforce Connector Developers can use the Salesforce Connector to create applications responding to common Salesforce events without writing complex code. Five common Salesforce integration patterns include Migration, Broadcast, Aggregation, Bidirectional Synchronization, and Correlation. Increase productivity and efficiency across your enterprise by integrating Salesforce with any cloud or on-premises system. MuleSoft provides amazing connectivity. Stay connected to your customers by learning how to integrate Salesforce Customer 360 to any data or system — delivering truly personalized, connected customer experiences. However, MuleSoft’s interface complexity may pose challenges for beginners in data integration tools. Tectonic, with extensive experience, can overcome this complexity and has successfully built Salesforce integrations with MuleSoft. Some notable MuleSoft customers include Dimension Data, Seiko Epson Corporation, Equinix, and IBM. For consulting and assistance with MuleSoft, contact Tectonic today. MuleSoft eBook MuleSoft integration ebook – download here. Like2 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 Salesforce and Zendesk Integration Zendesk Connection Salesforce and Zendesk integration. Create a remote connection using the Zendesk connector to sync data from Zendesk to Read more Salesforce Inbox Explained Salesforce Inbox explained. Enhance the productivity of sales reps with Inbox features, enabling efficient management of every email message, whether Read more Public Sector Salesforce Solutions Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing Read more

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March 1, 2022in Mulesoft

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