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Maximizing Business Efficiency with Salesforce Managed Services

The Importance of Salesforce Optimization In today’s super fast-paced business world, companies rely on Salesforce to streamline operations and reduce costs. As a leading customer relationship management (CRM) platform, Salesforce enables organizations to enhance workflows, improve efficiency, and drive better results. To maximize the value of your Salesforce platform, optimization is essential. This involves fine tuning the system to ensure ease of use, eliminating inefficiencies, and enhancing overall performance. However, managing Salesforce effectively requires significant time and resources—this is where Salesforce Managed Services come in. This Tectonic insight explores how Managed Services can elevate your Salesforce experience, driving improved business performance and maximizing return on investment. What is Salesforce Optimization? Salesforce optimization focuses on refining the platform to better align with your business needs. It involves continuous improvements in system configuration, workflows, and integrations to ensure peak performance. Given that business requirements evolve over time, optimization is an ongoing process rather than a one-time task. Through Managed Services, businesses can fine-tune settings, enhance workflows, and ensure seamless system integrations, leading to increased productivity and efficiency. How to Optimize Salesforce for Maximum Efficiency Optimizing Salesforce involves refining data management, automation, user experience, and security. Key areas of focus include: 1. Data Model Optimization 2. Indexing and Query Optimization 3. Managing Governor Limits 4. Data Loading and Migration 5. UI and Lightning Experience Optimization 6. Reporting and Dashboard Optimization 7. Security and Access Control 8. Performance Monitoring and Analysis Challenges in Salesforce Optimization Optimizing Salesforce can be complex, and failing to manage it properly can hinder performance. Common challenges include: Why Continuous Salesforce Optimization is Essential Ongoing optimization ensures that businesses maximize their Salesforce investment, enabling: Understanding Salesforce Managed Services Salesforce Managed Services offer a proactive approach to CRM optimization. Instead of managing Salesforce in-house, businesses can outsource expert professionals to ensure seamless operations, enhanced security, and continuous improvement. Key Benefits of Managed Services How Managed Services Improve Salesforce Performance Salesforce Managed Services take a proactive approach to optimization, preventing issues before they arise. Key areas of impact include: 1. Proactive Monitoring & Maintenance 2. Customization & Automation 3. Enhanced Data Integrity & Security 4. Seamless Third-Party Integrations Maximizing ROI with Managed Salesforce Services Optimizing Salesforce through Managed Services yields significant business benefits, including cost savings, operational efficiency, and revenue growth. 1. Cost Efficiency 2. Faster Implementation & Deployment 3. Improved User Adoption & Productivity 4. Measurable Business Growth Conclusion Salesforce optimization is crucial for maintaining an efficient and scalable CRM. By leveraging Managed Services, businesses can enhance system performance, improve data security, and increase operational efficiency in a cost-effective manner. A dedicated Salesforce Managed Service Provider like Tectonic ensures streamlined operations, optimized configurations, and enhanced user adoption, ultimately driving business growth. Elevate Your Salesforce Performance As your business grows, managing and optimizing Salesforce becomes increasingly complex. Our Managed Services provide expert support, ensuring that your CRM remains optimized, secure, and scalable. Looking to enhance your Salesforce strategy? Contact us today to optimize your Salesforce instance and unlock its full potential. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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February 13, 2023in Data, Marketing Automation, Salesforce, Salesforce Managed Services, Salesforce Optimization
Interactive Emails
12Feb

Interactive Emails

With the impending sunset of third-party cookies, owning and gathering first-party subscriber data has never been more essential. In this insight, we explore how Salesforce Marketing Cloud (SFMC) empowers marketers to collect rich, actionable data using its advanced Interactive Emails capability. The Challenge of First-Party Data Collection As marketers, we strive to collect accurate, first-hand customer data to enable precise segmentation and deliver highly relevant, personalized content. Traditional methods, such as surveys and preference centers, can be effective—but let’s face it, how often do customers actually take the time to complete them? Similarly, the classic approach of Email > CTA Click > Landing Page > Form Fill > Submit has a steep drop-off rate. It requires multiple steps to succeed: This process often feels like a “strategy of hope”—with too many variables outside your control. As marketers, our goal should be to remove friction, making it as seamless and relevant as possible for customers to share their information. That’s where Interactive Emails in Salesforce Marketing Cloud come in. What Are Interactive Emails? Interactive Emails, built in SFMC’s Content Builder, are a powerful tool for collecting first-party data through forms directly embedded in the email. These emails allow you to progressively profile your audience without requiring them to leave their email client. This reduces bounce risks and simplifies the data collection process, leading to more successful outcomes. With Interactive Emails, you can collect valuable customer insights—preferences, attributes, and affinities—which fuel smarter segmentation and more targeted messaging. Why Interactive Emails Work Let’s say a subscriber signs up for your newsletter by providing only their email address. Over time, you want to learn more about their preferences and demographics to enhance your personalization efforts. Instead of relying on long and complicated workflows, you can use Interactive Emails to ask for additional information as part of a nurture or welcome journey. This approach keeps your ask simple and contextual, significantly improving response rates. Whether the customer is at the “Onboard,” “Discover,” or “Expand” stage of their journey, Interactive Emails let you target them with relevant, timely content and data capture requests. Content Builder’s Interactive Email Templates SFMC’s Content Builder offers five pre-built templates for creating Interactive Emails: You can also add hidden fields to pass values that aren’t visible to the submitter, allowing for additional flexibility and data tracking. Real-World Example: Home Depot Home Depot successfully leverages Interactive Emails to collect customer preferences and feedback without directing users away from their email. By embedding forms directly into the email, they create a frictionless experience, improving response rates and enriching their customer data profiles. Why Interactive Emails Are a Game-Changer Interactive Emails enable marketers to: By capturing first-party data in a seamless, low-effort way, you can turn basic interactions into valuable insights—without relying on outdated strategies or third-party data. To succeed in a cookie-less world, marketers need tools like Salesforce Marketing Cloud’s Interactive Emails to ensure they’re collecting the right data at the right time and delivering meaningful experiences to every customer. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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February 12, 2023in Salesforce
Personalization in Marketing Cloud
11Feb

Personalization in Marketing Cloud

Salesforce Marketing Cloud offers various methods to personalize and dynamically adjust your email content. With Personalization in Marketing Cloud, however, distinguishing between AMPscript, Personalization Strings, and Dynamic Content can be challenging for those unfamiliar with the platform. Let’s break down these three tools and explore when each one is best suited for use. AMPscript AMPscript is like the “Iron Chef America” of email personalization. This programming language enables you to incorporate dynamic content into your emails, creating intricate logic and personalization, including conditional statements and loops. AMPscript empowers you to craft highly personalized and targeted emails, making recipients feel uniquely valued. However, AMPscript demands some technical proficiency and may be more intricate to utilize compared to other tools. If coding isn’t your forte, it’s advisable to defer to experienced professionals at Tectonic. Building relationships with developers can be invaluable—trust mes, it’s worth it! Personalization Strings On the flip side, Personalization Strings are like the “Easy-Bake Oven” of email personalization. They’re user-friendly and don’t necessitate technical expertise. Personalization Strings act as placeholders inserted into your email content, later substituted with data from a subscriber’s record. For instance, you can employ Personalization Strings to inject a subscriber’s name or location into your email. They offer a straightforward means to introduce basic personalization into your emails without needing technical know-how. However, don’t expect them to handle complex personalization tasks. Dynamic Content Dynamic Content operates akin to the “Pick-A-Meal Machine” at a fast-food joint. It enables you to craft various versions of the same email and exhibit distinct versions to different subscribers based on specific criteria. For instance, you can tailor one email version for male subscribers and another for female subscribers. Dynamic Content proves invaluable for creating highly targeted and personalized emails without necessitating complex logic or technical expertise. But, it’s more limited compared to AMPscript in terms of customization depth. Summary In conclusion, Salesforce Marketing Cloud furnishes multiple avenues for personalizing and dynamically altering your email content. With the right knowledge, you can select the appropriate tool for the task, crafting effective campaigns to engage your audience. Remember, AMPscript is for the adept or those fluent in developer-speak, Personalization Strings cater to the fundamentals, and Dynamic Content caters to the discerning tastes of the email world! 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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February 11, 2023in Salesforce Marketing Cloud
AI All Grown Up
09Feb

Understanding Generative AI and Predictive AI

Understanding Generative AI and Predictive AI: A Synergistic Approach Artificial Intelligence (AI) is broadly categorized into two key branches: Generative AI and Predictive AI. Both play a crucial role across various industries, from healthcare and fintech to logistics and education. Their impact is undeniable, driving efficiency, accuracy, and innovation. However, this is not a debate about Generative AI versus Predictive AI. Instead, it is an exploration of both branches and how they contribute to technological advancement. Let’s dive in. Generative AI vs. Predictive AI: An Overview Generative AI has been around for decades, with early iterations like Generative Adversarial Networks (GANs) and Variational Autoencoders (VAEs). While these earlier models saw limited enterprise adoption, the success of ChatGPT demonstrated the vast potential of Generative AI in producing articulate, human-like content. Conversely, Predictive AI is widely used across industries to correlate data and support decision-making. It is particularly prevalent in applications like cybersecurity, inventory management, and digital twin technology. Businesses increasingly recognize the benefits of both AI branches. From automating processes to creating digital replicas for scenario testing, AI applications continue to evolve. The goal now is not to compare Generative AI and Predictive AI, but to understand their mechanisms and potential for seamless integration. Are you fully leveraging AI in your enterprise? If not, or if you have questions, feel free to reach out. Now, let’s delve into how these AI branches work. What is Generative AI? Generative AI is transforming industries by producing text, code, music, and even videos. Companies use it to analyze vast datasets and generate content instantaneously. Key Applications of Generative AI: By 2026, over 80% of businesses are expected to incorporate Generative AI into their workflows. While implementation can be complex, expert guidance can help streamline the process. How Does Generative AI Work? Generative AI leverages machine learning (ML) and big data to analyze input forms—such as text, images, or sound—and learn their structures. Once trained, it generates new content without merely replicating existing data, making it a powerful tool for innovation. Generative AI in Action: If you’re uncertain about how to implement Generative AI in your business, consulting with experts can provide clarity. What is Predictive AI? Predictive AI, or predictive analytics, forecasts future outcomes based on historical data. It empowers businesses to make informed decisions by identifying patterns and trends. Key Applications of Predictive AI: Predictive AI improves decision-making capabilities by analyzing large datasets and refining machine learning algorithms. Integrating it with other analytics tools enhances its effectiveness and mitigates implementation challenges. Predictive AI in Action: Predictive AI’s ability to anticipate market trends and consumer behavior makes it a valuable tool for businesses looking to stay ahead. Generative AI vs. Predictive AI: Key Differences While Generative AI focuses on creating new content based on learned data patterns, Predictive AI forecasts future outcomes using historical data. These two models are not competing forces; rather, they complement each other in building comprehensive business strategies. Both models require a strong foundation in data governance and cybersecurity to ensure ethical and effective AI implementation. The Future of AI: Generative vs. Predictive According to McKinsey, the combined impact of Generative and Predictive AI could contribute up to $4.4 trillion annually to the global economy. What’s Next for AI? Generative AI: Predictive AI: Both Generative and Predictive AI are poised to shape the future of AI-driven industries. Businesses that embrace both models will gain a competitive edge in innovation and strategic decision-making. Conclusion Generative and Predictive AI are not opposing technologies; they are complementary forces that drive efficiency, accuracy, and creativity. Their applications span numerous industries, proving their immense value in today’s tech-driven world. Navigating AI implementation can be complex, but expert guidance can simplify the process. If you have questions about integrating AI into your business, consulting with professionals can help you harness its full potential. The future of business is deeply intertwined with AI—taking the right steps today will ensure success in the years ahead. Let Tectonic take you to the AI world. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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February 9, 2023in Artificial Intelligence, Data, Enterprise, Generative AI, Salesforce, Technology
Cloud Based Business Solutions
09Feb

Data Strategies in AI

The demand for reliable data has been a longstanding requirement. Driven by the continuous pursuit of real-time personalization and improved business efficiencies. The advent of Generative AI has further intensified these needs, prompting analytics and IT leaders to strengthen their data foundations. Data Strategies in AI A significant 86% of analytics and IT leaders acknowledge that the effectiveness of AI’s outputs hinges on the quality of its data inputs. Encouragingly, technical leaders express confidence in their standing. Assessing factors such as data capabilities, processes, sponsorship, investment, and vision, more than a third of analytics and IT leaders categorize their data maturity as best-in-class. Despite this optimism, only 6% of these leaders admit to having data maturity below industry standards or nonexistent. This statistic may reflect the challenges of benchmarking maturity against peers or, at worst, an overconfidence in data strategy and capabilities. Data Strategies in AI In today’s fast-paced work environment, characterized by a flood of data and constant communications, individuals are grappling to keep up. Simultaneously, business leaders face mounting pressure to enhance productivity amid unpredictable economic conditions. The list of challenges continues to expand: An AI Data assessment offers several benefits, empowering organizations to: Four key strategies for AI impact are: vision, value-realization, risk, and adoption plans. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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February 9, 2023in Salesforce Einstein, Salesforce Marketing Cloud, Salesforce Sales Cloud, Salesforce Service Cloud
Pardot Forms Unleased
08Feb

Pardot Forms Unleashed

Setting up and maintaining Pardot forms is generally straightforward using the point-and-click Pardot form builder. Pardot Forms Unleashed. You can select the fields you want prospects to complete, define completion actions upon form submission, and then integrate the form seamlessly onto your website or landing pages. However, there are some nuances, or “gotchas,” with Pardot forms that can complicate your campaigns, impact reporting accuracy, and affect data quality. Here are some lesser-known tips to navigate these challenges effectively: By understanding these nuances and best practices, you can effectively leverage Pardot forms to drive marketing initiatives while maintaining data integrity and campaign effectiveness. Pardot Forms Unleased. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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February 8, 2023in Salesforce
Salesforce Sales Analytics
06Feb

Salesforce Sales Analytics App

Sales Analytics empowers users to leverage the analytical capabilities of Analytics within Sales Cloud, accessible on any device supporting Analytics functionality. Featuring intuitive visualizations derived from Salesforce data, Sales Analytics facilitates a swift transition from insights to actionable strategies, enabling users to transform data into informed and intelligent sales decisions. The Salesforce Sales Analytics App provides improved visibility across departments. Built by Salesforce Built by Salesforce, Sales Analytics streamlines the analysis of Sales Cloud data. Whether you’re an executive, manager, sales representative, or involved in operations, Sales Analytics offers an elevated level of insight into your Salesforce data. Begin with the Sales Analytics Home dashboard to gain insights into recent wins, win rates, and average deal amounts. Dive deeper into other dashboards that utilize Sales Cloud Collaborative Forecasts to showcase quotas, aiding in precise forecasting. Executives benefit from a comprehensive overview highlighting pipeline and sales and service business performance, along with insights into top deals. Managers can access leaderboards displaying team key performance indicators (KPIs) and delve into specific details about quotas, pipeline changes, team trends, and average sales cycle time. Reps can monitor their own quota attainment, bookings, and pipeline activities, while operations staff can analyze performance by geography, source, and customer to identify trends and expedite new deals. App creation is simplified with Sales Analytics, conducting a compatibility check against your org to ensure the inclusion of all necessary data for app datasets and dashboards. If any data is missing, error messages guide you on the required additions before app creation. Once compatibility is confirmed, you have two options: Post-app creation, explore Sales Cloud data seamlessly across any device supporting CRM Analytics. The intuitive CRM Analytics interface delivers actionable insights promptly. Constantly allowing for in-depth exploration and customization of Sales Analytics tailored to your business requirements. Prebuilt dashboards in Sales Analytics feature key performance indicators (KPIs) for managing pipeline, visualizing quota data, fine-tuning forecasts, understanding business performance drivers, visualizing trends, and assigning actions. Use these dashboards to provide swift answers to business-related queries, ensuring value extraction from Salesforce data. Sales Analytics also incorporates lenses—focused visualizations providing greater detail about sales KPIs, enhancing dashboards. Upon creating Sales Analytics, the app automatically generates datasets based on existing Salesforce data. By encompassing standard and custom fields. These datasets fuel the dashboards and lenses. Instantly delivering insights necessary for effective business management. Users can further create custom lenses and dashboards utilizing the data within the Sales Analytics dataset. CRM Analytics, the rebranded Tableau CRM from Salesforce, represents a dynamic evolution from its previous incarnation, Einstein Analytics. Like1 Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Marketing Cloud Account Engagement and Salesforce Campaigns The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify Read more Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more

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February 6, 2023in Salesforce Sales Cloud
Explore Salesforce Experience Cloud
04Feb

Explore Salesforce Experience Cloud

Empowering Businesses with Exceptional Salesforce Cloud Solutions Explore the transformative work we have done for our clients with Salesforce Experience Cloud, showcasing some of the exceptional solutions we have implemented. Through our strategic initiatives, we have enabled organizations across various industries to leverage the full potential of Salesforce Clouds to enhance user engagement, streamline operations, and achieve significant business growth. Our success stories reflect the diverse challenges our clients faced and the optimized solutions we provided to address them. For instance, by revamping an recruiting portal for a prominent American government agency, we reduced issues related to recruting, onboarding, and retaining talent. Tectonic’s approach incorporates the latest Salesforce technologies, such as Lightning Web Components, Service Cloud, and Experience Cloud, to deliver high-performing, scalable solutions. From improving partner portals for better partner support to transforming community portals for enhanced user experience, our solutions are designed to meet specific client needs while ensuring long-term adaptability and success. Manufacturing – Experience Cloud Case Study Public Sector – Experience Cloud and Grants Management Case Study Manufacturing – Sales, Service, Marketing, and Partner Community Case Study Manufacturing – Sales, Service, Marketing and Experience Cloud Case Study Branded Solutions Manufacturing – Sales, Service, and Experience Cloud Case Study Nonprofit Hospitality – Service and Experience Cloud Case Study Tribal Government – Health, Marketing, MuleSoft, and Experience Cloud Case Study Restaurant – Sales, Service, and Experience Cloud Case Study Federal Government – Nonprofit Talent Acquisition Experience Cloud Case Study Higher Education Software – Sales, Service and Experience Cloud Case Study Salesforce Partner Portals Built on Salesforce Experience Cloud Explore all Tectonic Salesforce Implementation Solutions 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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February 4, 2023in Mulesoft, Salesforce Experience Cloud
Salesforce Success Story
03Feb

Case Study: A Marquis Resort Hotel in Hawaii-Hospitality-Salesforce Service/Marketing Clouds and Interaction Studio

Transforming the Guest Experience for Modern Luxury Resort hotel builds loyalty and drives sales increase across all sites using data and segmentation: Hospitality Salesforce Service Marketing Marketing Cloud Interaction Studio Service Cloud Hospitality Salesforce Service Marketing This oceanfront resort has over 400 rooms and cottages/villas, spa, golf and a variety of restaurants. PROBLEM: SOLUTION: RESULTS: Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more 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

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February 3, 2023in Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Personalization, Salesforce Service Cloud, Salesforce Success Stories
Salesforce Government Cloud
01Feb

Government Cloud Authorized and Interoperable Products

Government Cloud Authorized and Interoperable Products The following table outlines the: Note: Interoperability may be blocked or adversely impacted by network access limitations for U.S. Government customers on restricted access networks such as the Non-Classified Internet Protocol Routing Network (NIPRNet) or other restricted enclaves. Customers are responsible for following safe software deployment best practices and testing the functionality of interoperable products in a non-production environment. Government Cloud Authorized and Interoperable Products For a description of Salesforce’s current product offerings, please see http://www.salesforce.com/products/. For more detailed information on Salesforce’s security and compliance posture for, the Salesforce Government Cloud and Salesforce Government Cloud Plus, please contact your Salesforce Account Executive. Disclaimer: The information provided below is strictly for the convenience of our customers and is for general informational purposes only. Salesforce does not warrant the accuracy or completeness of any information, text, graphics, links, or other items in this document. Salesforce advises its customers that though a product may be included within the FedRAMP Moderate, FedRAMP High, DoD IL2, or DoD IL4 Authorization Boundaries, specific features of such product may or may not be included within such boundaries. Salesforce does not guarantee that you achieve any specific results if you utilize this document. It may be advisable for you to consult with a professional, such as an agency authorization official, agency counsel, accountant, architect, business advisor or professional engineer to get specific advice that applies to your particular situation. This document is subject to change at any time without notice. Because Salesforce continues to innovate by providing each customer multiple major release upgrades each year, we cannot guarantee that these answers will remain the same over time. The rights and responsibilities with regard to your use of Salesforce’s online software services shall be set forth in a negotiated agreement that does not incorporate the attached document. Resolution Government Cloud Plus Government Cloud Plus – Defense FedRAMP High / IL4 Interoperable(but not authorized) FedRAMP High / IL5 CRM Lightning Field Service (+, Contractor, Contractor +, Dispatcher & Field Technician) ✓ Sales Cloud ✓ ✓ Service Cloud ✓ ✓ Applications CPQ (+, Customer Community, Partner Community) ✓ Employee Apps and Community (Add-on) ✓ ✓ Heroku ✓ High Velocity Sales ✓ Identity Connect ✓ Identity for Employee ✓ ✓ Identity-Only ✓ ✓ Lightning External Apps Plus ✓ ✓ Lightning External Apps Starter ✓ ✓ Lightning Platform Plus ✓ ✓ Lightning Platform Starter ✓ ✓ Salesforce Customer Identity ✓ ✓ Analytics Case Classification ✓ CRM Analytics for Education Cloud ✓ ✓ Einstein Activity Capture ✓ Einstein Analytics Growth ✓ ✓ Einstein Article Recommendations ✓ Einstein Discovery in Tableau ✓ Einstein Prediction Builder ✓ Einstein Predictions ✓ Einstein Predictions (No 3rd Party) ✓ ✓ Einstein Recommendation Builder ✓ Einstein Relationship Insights ✓ Einstein Reply Recommendations ✓ Einstein Search ✓ Sales Analytics App ✓ ✓ Service Cloud Einstein – Gov Cloud ✓ Service Cloud Voice ✓ Service Cloud Voice – BYOT ✓ Tableau CRM for Community ✓ Tableau CRM Plus ✓ Tableau CRM Plus (no 3rd party) ✓ ✓ Tableau CRM for Financial Services ✓ Tableau CRM for Financial Services (no 3rd party) ✓ ✓ Tableau CRM for Health Care ✓ Tableau CRM for Health Care (no 3rd party) ✓ ✓ Tableau CRM for Manufacturing ✓ Tableau CRM for Manufacturing (no 3rd party) ✓ ✓ Tableau CRM for Net Zero Cloud ✓ Tableau CRM for Public Sector ✓ Tableau CRM for Public Sector (no 3rd party) ✓ ✓ Communities Customer Community (Public Sector and Financial Services) ✓ ✓ Customer Community Plus (Experience Cloud Learner Success, Financial Services, Health Cloud, Public Sector) ✓ ✓ Experience Cloud for Consumer Goods ✓ External Apps for Health Cloud ✓ ✓ Partner Community ✓ ✓ Provider Self Service for Public Sector ✓ Public Sector Application Forms ✓ ✓ Industry Solutions Benefit Management ✓ ✓ Education Cloud (including Student Success Hub and Admissions Connect) ✓ ✓ Energy & Utilities Cloud ✓ ✓ Financial Services Cloud ✓ ✓ Health Cloud ✓ ✓ Health Cloud for Life Sciences ✓ Health Cloud: Home Health ✓ Manufacturing Cloud ✓ Net Zero Cloud ✓ ✓ Net Zero Cloud – Affiliate Pack ✓ Non-Profit Cloud ✓ Public Sector Solutions ✓ ✓ Revenue Intelligence (only on GovCloud Plus) ✓ Salesforce Functions (only on GovCloud Plus) ✓ Other Appointment Assistant ✓ Backup and Restore ✓ B2B Commerce Platform ✓ Business Rules Engine ✓ ✓ CMS ✓ ✓ Code Builder ✓ Data Mask ✓ Devops Center ✓ Digital Engagement (Chat) ✓ Digital Engagement (Broadcast Messaging) ✓ Digital Engagement (Messaging, Social, Bots) ✓ Digital Process Automation ✓ Document Generation (Client Side) ✓ ✓ Document Generation (Server Side) ✓ Employee Experience – IT Service Center ✓ Employee Experience – Public Sector ✓ Employee Productivity ✓ Employee Service – Agent ✓ Employee Survey Response Pack ✓ Files Connect ✓ Feedback Management ✓ ✓ Force.com – Cross Product ✓ ✓ Gmail Integration ✓ Grants Management ✓ HR Service Center ✓ Intelligent Doc Reader ✓ Identity Verification Credits ✓ Key Account Management for CGC ✓ Knowledge ✓ ✓ Lightning Console ✓ ✓ Lightning Scheduler ✓ ✓ Loyalty Management ✓ Medication Management ✓ Mobile App Security ✓ Mobile Publisher ✓ Marketing Cloud (CDP, Connect, Data Sync, Interaction Studio and Canvas Activities) ✓ Microsoft Teams Integration (with Commercial Office 365) ✓ Mulesoft* ✓ Sales Enablement ✓ In-App Walkthroughs (No 3rd party terms) ✓ ✓ OmniStudio ✓ ✓ Order Management ✓ Outlook Integration ✓ Privacy Center ✓ ✓ Private Connect ✓ Salesforce Anywhere (Quip) ✓ Salesforce AppExchange Apps** ✓ Salesforce Authenticator ✓ Salesforce Connect ✓ ✓ Salesforce Contracts ✓ Salesforce Inbox ✓ Salesforce Maps ✓ Salesforce Mobile ✓ Salesforce Shield (Platform Encryption, Field Audit Trail, and Event Monitoring) ✓ ✓ Salesforce Shield (Einstein Data Detect, Threat Detection (subset of Event Monitoring event streams)) ✓ Salesforce Surveys ✓ ✓ Security Center ✓ ✓ Shift Management ✓ Vlocity Insurance Package ✓ ✓ Vlocity Communications and Media Package ✓ Workflow Orchestration ✓ ✓ Workplace Command Center ✓ ✓ *The Mulesoft Government Cloud is listed under a separate FedRAMP Moderate authorization here. **Apps listed

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February 1, 2023in Salesforce Government Cloud, Salesforce Public Sector Solutions
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