November, 2022 - gettectonic.com - Page 2
Salesforce Whatsapp Integration

New Salesforce Whatsapp Integrations

Salesforce has unveiled its roadmap for upcoming WhatsApp integrations tailored for marketing and service teams. WhatsApp, a widely-used mobile messaging app with over 2.2 billion monthly active users and a daily message count exceeding 100 billion, has demonstrated remarkable international reach, fostering instant and effective communication across borders without reliance on local telecom providers. New Salesforce Whatsapp Integrations While WhatsApp integration was not previously available as a standard feature in Salesforce, the recent partnership announcement at Dreamforce ’22 prompted swift action. The integration will harness the WhatsApp Business Platform API, a cloud-based service provided by Meta (WhatsApp’s owner) for businesses at no cost in 2022. This API enhances end-to-end experiences, streamlining scalable business processes. For Salesforce + WhatsApp in Service: WhatsApp for Service can be utilized through Digital Engagement, an add-on for Service Cloud. Also Salesforce’s Contact Center for Communications within Communications Cloud. WhatsApp for Service Cloud is expected to be generally available (GA) starting March 16, 2023. For Salesforce + WhatsApp in Marketing: The WhatsApp for Marketing Cloud Rich Media support is anticipated to be generally available (GA) in the second half of 2023. As consumer demand for WhatsApp continues to surge, specialized integrations, like those tailored for Salesforce. By address the growing need for organizations to connect WhatsApp with their business-critical systems. The collaboration underscores Salesforce’s commitment to meeting evolving communication demands and leveraging the popularity of WhatsApp for enhanced customer interactions. Struggling to integrate WhatsApp in your Salesforce ecosystem? Tectonic can help. 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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Data Collection

What is Personalization?

Understanding Personalization in Marketing At its core, personalization can be categorized into two main aspects: personalization for marketing and personalization for communication. This insight will delve into the realm of personalization for marketing, with a forthcoming discussion on personalization for communication. Marketing personalization is a strategy that uses data to target and retarget leads with a branded message that speak directly to specific customers’ interests, demographics, and known buying behavior. Marketing personalization is becoming increasingly expected by consumers. Customer Expectations Beyond meeting customer expectations, there’s a compelling business incentive behind utilizing personalization. When a significant portion of revenue (50%) stems from the top 10% of customers, and 90% of revenue originates from the top 20%, the imperative becomes clear—to retain and find more customers like the top performers. Personalization emerges as a potent tool, enabling the creation of tailored experiences that resonate with customers on an individual level, fostering enduring relationships with your brand. While the buzz around personalization might suggest it as the ultimate goal, it’s crucial to recognize it as an important means to an end. At its fundamental level, personalization involves utilizing customer data to make interactions more pertinent to them. Achieving personalization at scale requires a comprehensive understanding of all aspects related to your customers. Everywhere one looks, brands are embracing personalization, be it in targeted social media ads or the personalized greetings from the local coffee shop barista. Customers now expect personalized experiences, and recent technological advancements have expanded the horizons of where and how personalization can be implemented. Whether it’s through social media, website interactions, or email communication, audiences anticipate personalized experiences that make them feel valued. In a study, 71% of consumers expressed the expectation of personalized interactions, and 76% admitted frustration when this expectation isn’t met. Incorporating personalization into your marketing strategy is not just a trend but a necessity for enhancing customer engagement and driving conversions. Before delving into its implementation, understanding what marketing personalization entails is vital. What is Marketing Personalization? Marketing personalization is a strategic approach that leverages data to target and retarget leads with brand messages tailored to specific customers’ interests, demographics, and buying behavior. The goal is to make customers feel that the brand message is crafted exclusively for them, often referred to as one-to-one or individual marketing. Notable companies like Netflix, Amazon, and YouTube employ personalization through algorithms to automate product and content recommendations based on user behavior. This extends beyond digital channels, impacting customer loyalty in physical establishments such as hotels, cafes, or salons. Importance of Personalization The primary reason for adopting marketing personalization is meeting customer expectations. It is the difference between customers feeling directly addressed versus being just a number among the 1,700 advertisements they encounter monthly. Whether implementing personalization in specific aspects or transforming the entire marketing plan, businesses stand to gain in several ways: Marketing Personalization Trends Keeping up with evolving trends is crucial for effective marketing personalization: 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 Lightning

Why Migrate From Salesforce Classic to Salesforce Lightning?

Why Switch from Salesforce Classic to Lightning? Salesforce is actively advancing the Lightning interface, and the reasons are compelling. The Lightning platform offers numerous advantages, including an improved user interface, quicker development times, and extensive customization options. With user-friendly features like drag-and-drop functionality, Lightning enhances the overall user experience (UX). Many companies are opting to migrate from Salesforce Classic to Salesforce Lightning to leverage these benefits and more. Salesforce Classic Salesforce Classic served as the primary interface until 2016, but today, it is considered outdated. Investing in Lightning Experience is driven by the desire to deliver a superior user experience, adopt features solving business challenges, enhance processes, and gain access to Lightning innovation and rapid app development technology. Given that Salesforce Lightning is faster, provides advanced customization features, and boasts easier navigation compared to Classic, transitioning to Lightning in 2023 can be a strategic decision for your business. Lightning also integrates Salesforce Einstein, offering reporting, analytics, and generative AI capabilities. Salesforce Lightning In contrast to Classic, the Lightning development platform enables non-technical users to effortlessly create customized apps without programming knowledge. Due to its sleek UI, faster performance, regular feature releases, and comprehensive usability, Salesforce Lightning has become the preferred CRM for businesses. Migration However, migrating from Salesforce Classic to Lightning, or any other CRM to Lightning, presents challenges, including high implementation time. Opting for a phased rollout is an effective approach to overcome these challenges. While challenges may arise, a strategic plan executed by experienced Salesforce Lightning Support can ensure a seamless and timely migration. If you’re ready to migrate to Salesforce Lightning, especially if your Salesforce is highly customized, it’s crucial to document all changes made in Classic and identify corresponding solutions in Lightning. If handling the complexities of Classic seems daunting, consider engaging a Salesforce Migration partner like Tectonic to conduct a full Salesforce audit before migrating to Salesforce Lightning, ensuring a smooth transition. Content updated December 2023. 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 Security and Privacy

Salesforce Security and Privacy

Tailor Salesforce security and privacy add-on solutions to fit your specific company needs, covering essential aspects such as monitoring and masking sensitive data, implementing backups to prevent accidental or malicious data loss, and ensuring compliance with evolving privacy, encryption, and data residency regulations. Maintaining data privacy and compliance is made easier with user-friendly tools that streamline processes in Salesforce. Reduce compliance costs and enhance customer data protection by automating data subject requests, managing consent efficiently, and consolidating identities into a single profile. Simplify privacy management while safeguarding customer data effectively. Protecting data in production involves various strategies to meet legal obligations and minimize risk. Utilize methods such as randomization for unique data, hardcoding for static values, and deletion when data is unnecessary. Additionally, minimize storage in your production org by automatically deleting old records and files, removing audit data, and implementing hard deletion when appropriate. Automate data subject requests to save time and ensure efficient processing. Create policies to fulfill Right To Be Forgotten and Data Subject Access Requests automatically, monitor request progress, and utilize Privacy Hold to prevent data anonymization or deletion. Streamline customer consent management with Preference Manager, capturing customer preferences to maintain compliance and trust. Use customizable templates for consent forms, enable customers to update preferences easily, and integrate responses into the Salesforce Consent Data Model for consistency. Secure access management and unify customer identities across diverse sources. Administer customer profiles seamlessly within Salesforce, tailor customer journeys across various channels, and enhance personalization. Implement Passwordless Login for a simplified registration and access experience, catering to mobile-first markets and enhancing user convenience. Enable Social Sign On to streamline registration using familiar social credentials, reducing friction and improving the overall user experience. Maximize ROI with Salesforce’s Success Ecosystem, offering support, expert guidance, and resources to unlock the full potential of your investment. Salesforce prioritizes security and transparency, providing robust data processing mechanisms and privacy commitments to ensure compliance with data protection laws. As the leading CRM platform, Salesforce empowers organizations to build trust while leveraging data intelligence to enhance customer experiences. Embrace a Zero Trust security strategy, grounded in the principle of least privilege, to fortify your organization’s security posture. Implementing Zero Trust requires continuous authentication and restricting access to essential resources, mitigating the risk of unauthorized network access. Adhere to the Principle of Least Privilege within your Salesforce org by granting minimal permissions necessary for users’ roles. Conduct regular privilege audits to prevent over-privileged users and maintain compliance with security best practices. Stay informed about upcoming changes, such as the end-of-life of permissions on profiles, and explore additional security measures to strengthen your Salesforce instance’s security further. Ensure data security at rest with encryption-enabled databases and adherence to regional data laws, such as GDPR. Salesforce’s secure server environment and robust firewall technologies protect customer data from external intruders. In order to keep your data secure and private, prioritize data privacy and security in your Salesforce implementation by leveraging tailored solutions, adopting best practices, and fostering collaboration between your organization, Salesforce, and security teams. For assistance doing an audit of your system’s security or adding security features, contact Tectonic today. Content updated March 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

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Salesforce Google Drive Integration

Google Drive Integration with Salesforce

Maximize your company’s investment in both Salesforce and Google Drive by bringing your users’ collaborative documents directly to your Salesforce records! Google Drive integration with Salesforce is simple. As Salesforce analyzes data and generates reports, this integration proves beneficial with real-time updates, business process optimization, multi-level data security, increased storage, and reduced cost. The Salesforce AppExchange provides numerous connector options for joining Salesforce and Google Drive.  If you are torn in the selection or implementation process, contact Tectonic today. Quickly automate workflows with Salesforce and Google Drive using Zapier’s templates. CData Sync provides a straightforward way to continuously pipeline your Salesforce & Force.com data to any Database, Data Lake, or Data Warehouse, making it easily available to Analytics, Reporting, AI, and Machine Learning including Google Drive. Automate document management in Salesforce with XfilesPro. By integrating to your desired external cloud storage such as SharePoint, AWS S3, OneDrive, and Google Drive. Enjoy better collaboration, folder structures, large-volume file offloading, and more. One of many Google Drive integration to Salesforce available on the AppExchange. Integrate Google Drive & Salesforce to increase your team’s productivity. Link Google Drive files & folders to Salesforce records. Use Flow to create folders. Generate Google Docs, Sheets, Slides, MS Word, & PDFs from Salesforce data. 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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