2022 - gettectonic.com - Page 3
Salesforce Lightning
03Nov

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 Salesforce Classic Salesforce Classic served as the primary interface until 2016, but today, it is considered outdated.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

Read More
November 3, 2022in Data, Generative AI, Salesforce, Salesforce Einstein, Technology
Salesforce Security and Privacy
02Nov

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

Read More
November 2, 2022in Data, Laws, Salesforce
Salesforce Google Drive Integration
01Nov

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

Read More
November 1, 2022in Salesforce
Salesforce Genie
31Oct

Genie Salesforce

Salesforce Genie is a real-time platform that synthesizes customer data, enabling organizations to meet their customer requirements and expectations as and when they change. What is the difference between Salesforce Genie and CDP? Data activation protocols are followed by the Salesforce Customer Data Platform. This helps in order to segment the audience and activate the data. With Genie, you are able to unify your data and resolve customer identity issues. What is the Genie platform? Genie is an online sales platform that allows you to leverage the strengths of traditional marketing. With online marketing and direct mail into successful multi-channel campaigns. Combine data, marketing and tracking in one place. Always with a team of data marketing experts only a phone call away for support. It makes it easier for businesses to decode and make sense of all their data from all systems, channels, or data streams. It also integrates data from each step in the customer’s experience into a unified customer profile record. Therefore helping create one single view of the customer. Have you ever called a support line and spent unnecessary time talking the agent through your purchase history to get the right level of support? Or when an ecommerce site states the shirts that you have been eyeing for are finally in stock, but they’re still out of stock when you get to the store? These are familiar scenarios for most of us. We expect every experience to be connected and updated in real time. When they aren’t, we’re disappointed. Salesforce Genie was first announced by Salesforce at Dreamforce ‘22. 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

Read More
October 31, 2022in Data, Salesforce
28Oct

In App Guidance Salesforce

What is Salesforce In-App Guidance? Salesforce In-App Guidance is a pre-built tool empowering Salesforce Admins and power users with Managed Prompts and View All Profiles permissions to create customized training for user enablement or onboarding. These custom prompts are displayed on Salesforce Lightning pages, enhancing the user experience. How much does Salesforce In-App Guidance cost? Salesforce In-App Guidance is linked to a myTrailhead license for each user, incurring a cost of $25 per user per month. This fee is paid in addition to the standard Salesforce license cost for each user. What are the benefits of In-App Guidance? In-App Guidance streamlines the learning process, boosts digital adoption, minimizes the need for training sessions, and empowers users by actively guiding them through the software’s functionalities. What are the best practices for In-App Guidance? Effective in-app guides should be interactive, personalized, and contextual. It is recommended to avoid overwhelming users with information upfront and instead guide them in the context of their specific goals at different stages of their user journey. Businesses can create customized help content, target specific audiences, and schedule different flows. The tool also offers customizable reports with real-time insights into user engagement. One notable advantage of this functionality is its user-friendly, declarative nature, requiring no programming knowledge. Additionally, it can be filtered based on profiles and permissions for specific user groups. The two available types, Single Prompt and Walkthrough, offer distinct advantages. If you’ve explored Salesforce, you might have noticed the tool being used internally, such as to drive adoption for Einstein Search or provide reminders about searchable elements in a List View. Single Prompt: Walkthroughs: How to Use In-App Guidance: Implementation is straightforward, ensuring a quick turnaround for impacted end-users. The functionality is versatile, catering to various user groups in Salesforce, from sales to support to marketing. Setup & In-App Guidance Builder: Get Hands On: In app guidance provides a great user experience.  If you need assistance customizing your Salesforce instance with in app guidance, 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

Read More
October 28, 2022in Salesforce Development Services, Salesforce Implementation Services, Salesforce Managed Services
Google Forms to Salesforce
26Oct

Google Forms to Salesforce

Can I integrate Google Forms with Salesforce? Yes. Google Forms to Salesforce. To connect Google Forms to Salesforce, follow these steps: Note: The exact steps for Google Forms integration may vary depending on your business requirements and Salesforce/Google editions. This insight aims to simplify the process of integrating your Google Forms account with Salesforce for efficient data collection and analysis. Is Google Forms HIPAA Compliant? By default, Google Forms is not HIPAA compliant. However, subscribing to Google Workspace or a Cloud Identity package can enable HIPAA compliance for Google Forms. To add an existing Google Doc to a Salesforce record or library: To add a Google Doc to a Salesforce CRM Content Library: Remember to share the Google doc with relevant Google Apps users in your organization for access from Salesforce. For more information on using Google Docs, refer to Google’s online help resources. Content updated November 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

Read More
October 26, 2022in Salesforce
Salesforce Nonprofit
25Oct

Salesforce Nonprofit History

In the beginning, there was CRM software; CRM stands for customer relationship management. Sure, that sounds for-profit, but when you stop to think about it, you realize that the technology can help you track your stakeholder relationships too. CRM technology helps teams at any organization collaborate, gather insights, track important metrics, and communicate internally and externally. Salesforce Nonprofit History. Salesforce has taken CRM technology and brought it to the cloud, making it web-based without any software to install. That helps businesses and organizations of all types start using the technology faster and with more ease. For decades, Salesforce has built powerful technology for diverse industries, including nonprofits, schools, and philanthropic organizations. With their help and guidance, Tectonic builds solutions to tackle the world’s biggest problems. Salesforce products and features to help you operate effectively, raise funds, distribute grants, manage program impact, and connect with supporters. Plus, the Power of Us Program helps eligible nonprofits get started with Salesforce. Salesforce Nonprofit History Salesforce for Nonprofits is a complete set of nonprofit technology solutions built to connect your nonprofit with the people who care about your cause. Use it to unlock the knowledge to better track your supporters and programs, and find new, more efficient ways of working to accomplish your mission. The core product in Salesforce for Nonprofits is Nonprofit Cloud, a built-in Salesforce solution with tools for fundraising, program management, case management, and outcome management. For organizations that distribute funds or in-kind grants there’s also Nonprofit Cloud for Grantmaking, which includes everything in Nonprofit Cloud plus tools to manage the grantmaking lifecycle. Alternatively, choose from a number of managed packages that can be installed into Salesforce, such as Nonprofit Success Pack (NPSP). NPSP organizes constituent, fundraising, and program data for nonprofits. Like Related Posts Alphabet Soup of Cloud Terminology As with any technology, the cloud brings its own alphabet soup of terms. This insight will hopefully help you navigate 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 Can-Spam Explained Despite its name, the CAN-SPAM Act is not limited to bulk email; it encompasses all commercial messages. These messages, defined Read more Business Analysis and Project Management Acronyms Here is a helpful glossary of business analysis and project management acronyms you may encounter when discussing business analysis and Read more

Read More
October 25, 2022in Salesforce for Nonprofits
connect Salesforce to external APIs
24Oct

Bulk API Salesforce

Bulk API 2.0 provides a simple interface to load large amounts of data into your Salesforce org and to perform bulk queries on your org data. The Bulk API is one of several APIs that Salesforce provides out-of-the-box. It’s a programmatic, REST-based API solution that allows you to work with large data sets in Salesforce. This process works asynchronously, meaning that it will work concurrently with other data operations in your org. What is the difference between REST and BULK API SFDC? Bulk API 2.0 is used in Salesforce when there is a need to process a large amount of data. When data processing involves more than 2,000 records this is an ideal use case for using Bulk API 2.0. If records are fewer than 2,000, it requires “bulkified” synchronous calls in REST (for example, Composite) or SOAP. What is the best practice for bulk API? A good rule of thumb is to start with a batch size of around 10,000 records and adjust as needed based on the performance of your specific use case. Another important best practice is to use the correct operation for your data load. The Bulk API supports different operations such as insert, update, upsert, and delete. What is the daily limit for bulk API? Bulk API V2, limits the maximum number of records (100 million) per 24-hour period, instead of limiting the number of Bulk Jobs and Batches. Both Bulk API and Bulk API 2.0 use the same REST API framework as other Salesforce REST APIs. What is the benefit of bulk API? Bulk API 2.0 is a RESTful API that allows you to perform large-scale data operations on Salesforce objects, such as insert, update, delete, and query. Bulk API 2.0 is designed to simplify the process of creating and managing bulk jobs, as well as to improve the performance and reliability of bulk data processing. 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

Read More
October 24, 2022in Salesforce
SysCloud Backup for Salesforce
21Oct

SysCloud Backup for Salesforce

Introducing SysCloud Backup for Salesforce. Protect and manage your critical SaaS applications seamlessly: Enhanced Backup Capabilities: Simplify Backups with Sky – Our AI Copilot: Addressing Salesforce’s Native Data Retention Limitations: SysCloud Shared Drives Backup: Effortlessly Protect Your Salesforce Data: Pricing and Compatibility: Superfast SOC-2 Compliant Backups: 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

Read More
October 21, 2022in Salesforce
Sending Emails Through Salesforce
20Oct

Marketing Cloud Email Sends and Reports

How do I dispatch Marketing Cloud email sends and reports from Sales or Service Clouds? Once Marketing Cloud Connect is configured, utilize the Marketing Cloud tab to send Marketing Cl;oud emails to campaigns and reports. For Campaigns, Contacts, or Leads, utilize the “Send Marketing Cloud Email” option after integrating the custom Visualforce page into the page layouts. Is it possible to send to Sales or Service Cloud Campaigns or Reports? Certainly. You can send emails to one or more campaigns or reports directly from the Marketing Cloud tab. Reports must include either a Lead ID or Contact ID field, and appropriate permissions to view the report are required. Can I send to multiple Reports and Campaigns simultaneously? Absolutely. You have the flexibility to send emails to up to 10 campaigns, reports, or a combination of both directly from the Marketing Cloud tab. Is it feasible to send to Reports in My Personal Custom Reports Folder? Yes, but only if the “Scope by User” option was selected during integration or if the “Tracking User” and “View My Personal Custom Reports” options were enabled in the Marketing Cloud Connect configuration. Can I send to Sales or Service Cloud Person Accounts? Certainly. You can send emails to Person Accounts. Can I send to a single Sales or Service Cloud Contact or Lead? Certainly. Simply click on “Send Marketing Cloud Email” on the Lead or Contact record after incorporating the custom Visualforce page into the appropriate page layout. Which objects in Salesforce can I send to? You can send emails to Contacts, Leads, Campaigns, and Person Account objects. Is it possible to create emails in Sales or Service Cloud for use in Marketing Cloud Connect sends? No. Email content must be created in Marketing Cloud for use within Marketing Cloud Connect sends. Can I preview emails in Sales or Service Cloud before sending? Absolutely. After selecting an email, you can preview a thumbnail version. If you choose both an email and a report or campaign, a dynamic preview with subscriber-specific content is also accessible. Can I verify my counts in Sales or Service Cloud before sending? Yes, you can verify counts in advance if you have access to the report you are sending to. Is it possible to associate an email with a Report or Campaign? Yes. Associate email content with a list of recipients (reports or campaigns) through email linkages. Simply check the box for “Remember recipients and exclusions for this email” after selecting an email and a recipient list from the Send Email page. Are Joined Reports supported by Marketing Cloud Connect? No, Joined Reports are not supported. Refer to additional information about joined reports. What are Exclusions or Suppressions? Exclusions permit the exclusion of specific customers from a send. Both reports and campaigns can be excluded at the time of dispatch. What options do I have for a Send-From Address? You can send from your own email address, the owner of a record, an organization-wide email address, or a Marketing Cloud send classification. What time-based options are available for sending? You have the choice to send immediately or schedule for a future time and date. Can I view a thumbnail preview of my Triggered Sends? Certainly. You can view a thumbnail preview of triggered sends on the Individual Email Results record. Note that previews include triggered sends created with Content Builder after the 209 managed package release, but they do not render personalization or AMPscript. Marketing Cloud email sends and reports provide users with multiple email sending options. 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 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more 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

Read More
October 20, 2022in Salesforce Marketing Cloud, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce Genie Announced
19Oct

Salesforce Genie Announced

Salesforce Genie announced this year is an innovative data platform recently unveiled at Dreamforce 2022, heralding the world’s first real-time CRM. Genie is the driving force behind Salesforce’s entire Customer 360 platform, delivering hyper-scale, real-time data capabilities. With Genie, any business can harness the power of data to create magical customer experiences, offering seamless, personalized interactions across sales, service, marketing, and commerce. It adapts effortlessly to evolving customer needs. Consider scenarios we encounter daily: the frustration of lengthy customer support calls navigating purchase history, or the challenge of locating specific items on cluttered e-commerce websites. These situations underscore the demand for real-time updates in every customer interaction, a demand that Genie aims to fulfill. In the last 12 hours alone, the volume of stored customer data worldwide has doubled, explaining the delays in customer support. However, with Salesforce Genie, businesses can make sense of their data regardless of source, system, or channel. This unified data drives unprecedented levels of personalization, akin to magic. Salesforce Genie’s Key Features: Genie is pivotal for various industries leveraging Salesforce, like banks managing vast customer records and administrative tasks. Salesforce aims to enhance data utilization without altering existing approaches. Comparison with Salesforce CDP: Genie transcends traditional Customer Data Platforms (CDPs) by: How Genie Works: Genie ingests and stores real-time data streams at scale, integrating them seamlessly with Salesforce data. It consolidates data from diverse channels, legacy systems via MuleSoft, and proprietary data lakes through connectors. Core Pillars of Salesforce Genie: Salesforce Genie’s Extensibility: Genie partners with leading data providers such as Snowflake and Amazon SageMaker, enabling seamless integration and real-time data sharing without data movement. Unified Customer 360 Use Cases: Genie unifies data across Salesforce’s Customer 360 products for various departments: In essence, Salesforce Genie revolutionizes data integration and utilization, enabling businesses to deliver unparalleled customer experiences across all touchpoints. 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

Read More
October 19, 2022in Hyperforce, Mulesoft, Salesforce, Salesforce Data Cloud, Salesforce Marketing Cloud, Salesforce Optimization, Salesforce Sales Cloud, Salesforce Slack, Snowflake
Salesforce Data Cloud
18Oct

What Does Salesforce Data Cloud Do?

Salesforce Data Cloud, formerly known as Salesforce CDP, has rapidly become Salesforce’s fastest-growing, organically-developed product. To understand the vision for Data Cloud, it’s essential to understand the foundational capabilities of CDPs. Salesforce CDP, now part of Data Cloud, has been delivering the following: Customer Disparate Data Consider the typical customer, leaving a robust data trail encompassing engagement data (interactions with marketing journeys, ads, mobile apps) and insight data derived from engagement (won revenue, purchase intent, privacy management). Data Cloud is the foundation that speeds up the connectivity between different ‘clouds’ across the platform. Data Cloud uses all this data normalized for understanding to power your Salesforce ecosystem. Use Data Cloud to create personalized, real-time experiences across Salesforce and beyond. Connect your data sources and define their relationship in Data Cloud. Learn the benefits of using data spaces in Data Cloud. A data space is a logical partition to organize your data for profile unification, insights, and marketing data. A data cloud gives you an infrastructure for efficient data management across multiple systems at any scale. You can ensure data is available to anyone who needs it without compromising data integrity or security. By providing a 360-degree view of the customer lifecycle, Salesforce Data Cloud enables businesses to understand their customers like never before. This comprehensive view is the key to unlocking personalized experiences that resonate with customers on a deeper level, fostering loyalty and driving business growth. Data Cloud shares the purpose and benefits that CDPs deliver – but goes beyond the traditional definition of CDP: Beyond marketing use cases: CDPs are typically targeted at marketers. Data Cloud unifies data for use across all Customer 360 products, and therefore, the myriad of use cases every department will have. Like1 Related Posts Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more 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

Read More
October 18, 2022in Mulesoft, Salesforce Managed Services
MuleSoft Direct for Industry Cloud
17Oct

Announcing MuleSoft Direct for Salesforce Industry Clouds

MuleSoft provides the easy-to-use tools you need to automate your way to higher productivity and lower costs.  Announcing MuleSoft Direct for Salesforce Industry Clouds! Salesforce and MuleSoft have introduced a groundbreaking connectivity solution, MuleSoft Direct for Industry Clouds, designed to expedite project delivery and foster innovation within specific industries. This solution empowers both business and IT professionals to swiftly implement industry-standard integration use cases, enhancing critical business operations. The initial rollout of MuleSoft is now accessible for Salesforce Communications Cloud and Energy & Utilities Cloud. Key Significance: In the post-pandemic landscape, the demand for quicker and more efficient project delivery is paramount. Industries face increased pressure to adopt interoperability standards such as Fast Healthcare Interoperability Resources (FHIR), Banking Industry Architecture Network (BIAN), and TeleManagement Forum (TM Forum). MuleSoft Direct for Industry Clouds addresses these demands by delivering turnkey connectivity solutions tailored for specific industries, streamlining the integration of systems and data. Leverage pre-built solutions in industry standard for business critical operations to accelerate time to value. Innovation Highlights: With MuleSoft Direct, industry-leading connectivity is accelerated in the following ways: MuleSoft Direct for Salesforce Industry Clouds MuleSoft Direct simplifies connectivity by offering pre-built industry-specific use cases that cater to unique and complex business requirements. Use cases for Communications and Energy & Utilities include validating addresses and services during quoting and ordering, submitting new orders to order management systems, and streamlining billing processes. Future Steps: MuleSoft Direct solutions are set to expand to Health Cloud and Financial Services Cloud in the coming year, addressing integration needs related to Prior Authorization and fee reversals. There are plans to onboard additional industries in the future. Perspective from Salesforce and MuleSoft: “MuleSoft helps you automate any system and connect to any data, anywhere,” emphasizing the embedding of modern, industry-compliant connectivity and automation into industry clouds. Liam Doyle, SVP, Product Management, Mulesoft Jujhar Singh, EVP & GTM, Salesforce Industries, emphasized the significance of MuleSoft Direct in accelerating the implementation of industry cloud solutions, pre-building and packaging critical connectivity use cases to hasten customers’ time to value. Connectivity made easy for… Health Cloud Speed up Prior Authorization and power patient 360 initiatives with FHIR integrations directly in Health Cloud. Financial Services Cloud Modernize legacy systems to deliver digital-first experiences with BIAN integrations directly in Financial Services Cloud. Communications Cloud Streamline service and order operations with TM Forum integrations directly in Communications Cloud. Energy & Utilities Cloud Expedite key service processes with packaged billing and pricing integrations directly in Energy & Utilities Cloud. Consumer Goods Cloud Implement key initiatives like trade promotion management faster with pre-built integrations directly in Consumer Goods Cloud. Media Cloud Enhance key media & entertainment operations with pre-built integrations directly in Media Cloud. If you’re a beginner in data integration tools, this could be a reason why Mulesoft may not be right for you. It has a vast number of integrations and capabilities that can make it difficult for beginners to use. Contact Tectonic today for assistance. 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 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 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

Read More
October 17, 2022in Mulesoft, Salesforce Automotive Cloud, Salesforce Communications Cloud, Salesforce Financial Services Solutions, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud, Salesforce Manufacturing Automotive Energy
Salesforce Marketing Cloud Social Studio
14Oct

Marketing Cloud Social Studio Retirement Announced

Social Studio to Sundown. Marketing Cloud Social Studio Retirement announced. Salesforce is retiring the following Marketing Cloud Social Studio subscriptions (“Marketing Cloud Social Studio Products”) on November 18, 2024. Marketing Cloud Social Studio Products Social Studio (Listen & Engage) – Agency Social Studio (Publish, Listen & Engage) – Pro Social Studio (Listen & Engage) – Basic Social Studio – Customer Service Pro Social Studio (Listen & Engage) – Corporate Marketing Cloud Platform Fees Social Studio (Listen & Engage) – Enterprise Marketing Cloud – Reseller Insights Fees Social Studio (Listen & Engage) – Pro Social Studio (SS101 VC) Social Studio (Publish, Listen & Engage) – Agency Social Intelligence Module Social Studio (Publish, Listen & Engage) – Agency Social Studio – Automate – Agency Social Studio (Publish, Listen & Engage) – Corporate Social Studio – Automate – Basic Social Studio (Publish, Listen & Engage) – Enterprise Social Studio – Automate – Pro Command Center Social Studio – 50,000 Additional Mentions Command Center Standalone Social Studio – Additional TP & 1M Mentions – Agency Social Studio – Premium Data – China Social Studio – Automate – Additional Actions Social Studio – Premium Data – China – Agency Social Studio – Automate – Additional Actions – Agency Social Studio – 1,000 Additional Einstein Vision Images Social Studio – Insights Credits Social Studio – Einstein Vision Social Studio – Insights Credits – Agency Social Studio – Review Accounts Social Studio – Social Accounts Social Studio – Additional Topic Profiles Social Studio – Social Accounts – Agency Social Studio – Additional Users Social Customer Service Pro Social Studio – Additional Users – Agency Social Studio – Customer Service Pro Social Studio – 1 Million Additional Mentions What does this change mean for me?  Starting November 18, 2024, or the end of your contract, whichever comes sooner, you will no longer be able to access the Social Studio application, and all associated customer data will be deleted once your contract ends in accordance with our Trust and Compliance Documentation.  If the Order Term for your Marketing Cloud Social Studio Product(s) extends beyond November 18, 2024, Salesforce will reach out to you directly to discuss your options.   What action do I take before November 18, 2024? Salesforce recommends retrieving your Social Studio data at least 90 days before the Order End Date of your Marketing Cloud Social Studio Product(s) or November 18, 2024, whichever is sooner.  Refer to the steps in Salesforce Help:  Social Studio Data Extracts.  Are there products similar to Social Studio you can recommend? Contact your AE or Tectonic rep to discuss potential third-party alternative products that provide functionality similar to the Marketing Cloud Social Studio Products.  If you have more questions, open a case with Support via Salesforce Help. To view all current and past retirements, see Salesforce Product & Feature Retirements. Marketing Cloud Social Studio Retirement To read about the Salesforce approach to retirements, read our Product & Feature Retirement Philosophy. Like 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 Mapping Your Customer Journey Creating a customer journey map is a crucial undertaking for businesses aiming to improve the customer experience and foster long-term Read more Collecting Customer Data and Acting On It Salesforce Data Collection and Customer Journey Mapping for Better Outcomes At the forefront of customer engagement, sales revenue leaders have Read more

Read More
October 14, 2022in Salesforce Marketing Cloud

Subscribe to our mailing list. Join our mail list to receive our newsletter

We'll keep you up to date with our latest news, insights, free resources, and much more.
Don't worry, we won't spam you.
gettectonic.com