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Slack for Financial Services

How Slack Works with Financial Services Cloud

The financial services industry is fiercely competitive, demanding quick access to customer data, seamless collaboration, and well-informed decision-making for growth and staying ahead. Slack and Salesforce Financial Services Cloud (FSC) serve as instrumental tools in achieving these objectives. By synergizing these two robust platforms, organizations in the financial sector can enhance efficiency and organizational structure.

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Generative AI Glossary

The Salesforce Generative AI Glossary

Salesforce has built and maintains a fairly definitive glossary of generative Artificial Intelligence terminology, Tectonic thought was good enough to share in our insights. Salesforce Generative AI Glossary. Help everyone in your company understand key generative AI terms, and what they mean for your customer relationships. Fun fact: This article was (partially) written using generative

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Salesforce Success Story

Case Study: Large Restaurant Entity-Salesforce Sales/Service/Experience Clouds

An American chain store of bakery-cafe fast food restaurants with over 2,000 locations, all of which operate in 48 states, the District of Columbia and Canada. The restaurant offers a sit-down restaurants (some with drive-throughs) where customers can enjoy a variety of freshly made sandwiches on your choice of bread, accompanied by soup or salad.

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EPHI and PHI Explained

EPHI and PHI Explained

Lately, there’s been a lot of buzz about Protected Health Information (PHI), especially with concerns arising over what’s permissible to disclose. (Think vaccine status, anyone?) Let’s delve into precisely what constitutes protected health information and what doesn’t. Additionally, as technology progresses and electronic medical records become prevalent, a new category called electronic PHI (ePHI) has

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Sending Emails Through Salesforce

Email List Building

Creating Your Dream Email List-Email List Building Imagine a marketer confidently standing atop a laptop, proudly showcasing her meticulously curated email list. With access to email addresses, you unlock the power to segment your audiences and deliver personalized experiences that resonate deeply with your prospects. Crafting compelling messages that resonate with recipients is just the

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Salesforce Shield Explained

Salesforce Shield Explained: It is tailored for companies with heightened security and compliance considerations. Comprising four products that layer onto existing Salesforce products, it provides additional protection. These components include: Salesforce Shield is best explained is a encryption and event monitoring and field audit trail tool for your business. Block Unauthorized or Unlawful ActivityCreate real-time

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What is a Customer Portal in Salesforce

What is a Customer Portal in Salesforce?

A Salesforce Customer Portal serves as an online support platform for your customers, empowering them to address inquiries independently without needing to contact a customer service representative. Through a Customer Portal, you can personalize and deliver a visually engaging user interface tailored to your customers’ needs. The primary distinction between a website and a customer

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