March, 2024 - gettectonic.com - Page 5
Salesforce Email Alerts

How to Log Email Alerts as Activities in Salesforce

How do you log emails alerts as activities when sent with the ‘send email’ action? Goal. With the latest release from Salesforce, now it is possible to automatically log emails to a record’s Activity Timeline when using the Send Email action. This enhancement offers users the flexibility to: Prior to the Spring ‘24 release, emails sent using the Send Email action couldn’t be automatically tracked in Activity Timelines. As of Spring 24 release, it is not possible to log emails sent to users; otherwise, you will get an error. Before proceeding, you should become familiar with the EmailTemplate object in Salesforce. It represents a template for an email, mass email, list email, or Sales Engagement email. Supported in first-generation managed packages only. To solve this requirement, use the After-save Record-Triggered Flow. This will log email alerts as activities in Salesforce. If you need assistance sending email alerts as activities in Salesforce. Contact Tectonic today. 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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Salesforce Partner Trailblazer Score

Salesforce Partner Trailblazer Score

Salesforce Partner Trailblazer Score explained. The Consulting Trailblazer scorecard undergoes daily updates, while tier calculations occur on a quarterly basis. Following the conclusion of each quarter, the subsequent month is utilized to determine any tier adjustments. Upon completion of the quarterly assessment, any tier advancements take effect on the first day of the subsequent month. For precise timing regarding quarterly evaluations, please refer to our Partner Program Policies. Salesforce Partner Trailblazer Score. Upon accruing the requisite points for promotion to the next tier, individuals can anticipate the new tier to be reflected on their scorecard quarterly, occurring one month subsequent to the conclusion of the preceding quarter. This interval allows our internal teams adequate time for review and system updates. While accumulating sufficient points may indicate eligibility for tier advancement, it’s important to note that tiers are not automatically updated. Tier transitions occur solely following the culmination of a tier evaluation period. In instances where tier advancement does not align with expectations post-quarterly evaluation, individuals are encouraged to initiate a case via Salesforce Help for further investigation. To expedite the resolution process, Salesforce asks you to kindly provide the following details: Partners can monitor their Consulting Partner Trailblazer score via the Manage (New) tab within the Partner Community. Access to the Manage (New) tab is granted exclusively to partners who have progressed beyond the Provisional tier (Base, Ridge, Crest, Summit). 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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Train Your Own SORA Model

Unveiling the Vision Transformer: A Leap in Video Generation The closest open-source model to SORA is Latte, which uses the same Vision Transformer architecture. So, what makes the Vision Transformer so outstanding, and how does it differ from previous methods? You can Train Your Own SORA Model. Latte hasn’t open-sourced its text-to-video training code. We’ve replicated this code from the paper and made it available for anyone to use in training their own SORA alternative model. Let’s discuss how effective our training was. From 3D U-Net to Vision Transformer Image generation has advanced significantly, with the U-Net model structure being the most commonly used: If you’re confused about the network structures, remember the key principle of deep learning: “Just Add More Layers!” Vision Transformer: A Game Changer In 3D U-Net, the transformer can only function within the U-Net, limiting its view. The Vision Transformer, however, enables transformers to globally manage video generation. Training Your Open-Source SORA Alternative with Latte Latte uses the video slicing sequence and Vision Transformer method discussed. While Latte hasn’t open-sourced its text-to-video model training code, we’ve replicated it here: GitHub Repo. Training involves three steps: For more details, see the GitHub repo. They’ve also made improvements to the training process: Model Performance The official Latte video shows impressive performance, especially in handling significant motion. However, our own tests indicate that while Latte performs well, it isn’t the top-performing model. Other open-source models have shown better performance. We will continue to share information on models with better performance, so stay tuned to Tectonic’s Insights. Hardware Requirements Due to its large scale, training Latte requires an A100 or H100 with 80GB of memory. 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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demand generation web use cases for personalization

Demand Generation Web Use Cases for Personalization

Utilize effective personalization techniques adopted by businesses in online campaigns to stimulate demand generation. The term “demand generation” has somewhat faded from the marketing lexicon due to the emphasis on analytics, AI, and metrics for lead conversion. However, where does personalization fit into the broader scope of demand generation? Demand generation web use cases for personalization. Personalization plays a pivotal role in various aspects of demand generation: In lead nurturing, personalization is equally vital: Moreover, personalization is instrumental in lead acquisition efforts by delivering relevant experiences to all of your prospects. To effectively implement personalization, real-time insights into individual behaviors and interactions are essential. A comprehensive personalization solution should unify data from various channels and systems, enabling seamless cross-channel personalization. This includes “stitching” together anonymous and known user profiles, integrating data with complementary systems like CRMs and marketing platforms, and facilitating real-time omni-channel personalization. The key to successful personalization lies in understanding and addressing each individual’s unique needs and preferences. By adopting a customer-centric approach and setting clear objectives aligned with business goals, organizations can leverage personalization to enhance customer experiences, boost conversion rates, and drive measurable business growth. To execute a successful personalization strategy, organizations must: By following these steps and continuously optimizing personalization efforts, organizations can build stronger customer relationships, drive business growth, and maximize marketing ROI. Website personalization serves as the starting point for many companies embarking on their personalization journey. This entails ensuring that returning visitors encounter pages tailored to their previous experiences or recent purchases. It can also involve presenting new customers with product recommendations based on their current browsing session. The return on this initial investment can be substantial, with many companies witnessing a significant increase in conversion rates, sometimes by as much as 50% or more. For instance, a site converting 2% of visitors might see that figure rise to 3%, a dream scenario for digital marketers. Moreover, this boost in conversion rates can have far-reaching effects across marketing programs, leading to a reduction in overall customer acquisition costs. Tectonic now offers Personalization Implementation Solutions. The next stage in personalization maturity involves integrating a customer’s web and email experiences. This seamless connection between two major channels for customer engagement brings organizations closer to achieving an omni-channel personalization experience. Timely and relevant follow-up messages after a customer’s website visit or purchase can deepen relationships and enhance lifetime value without significant additional marketing expenditure. Finally, the ultimate goal is to extend personalization across all channels, ensuring consistent and tailored experiences wherever customers interact with your brand. However, achieving this can be challenging due to fragmented customer data across multiple channels, teams, and systems. An effective personalization solution should consolidate and synthesize this cross-channel information by maintaining unified customer profiles and enabling real-time omni-channel personalization. Testing is a crucial aspect of successful personalization efforts, allowing organizations to optimize campaigns and maximize engagement, conversions, and revenue. A robust personalization solution should facilitate A/B testing, measuring lift over control, evaluating impacts against specific goals, and filtering results by segment. Effective website personalization lays the foundation for broader personalization efforts across channels. By seamlessly integrating web and email experiences and extending personalization to all touchpoints, organizations can deliver tailored experiences that drive engagement, loyalty, and ultimately, business growth. By Tectonic’s Salesforce Marketing Platform Architect Shannan Hearne 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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Einstein Copilot Studio

Einstein Copilot Studio Explained

Einstein Copilot Studio Explained: Crafting and Personalizing a Reliable AI Assistant Enterprises aiming to personalize Einstein Copilot can leverage the newly introduced Einstein Copilot Studio. This platform enables the construction and customization of AI assistants, incorporating pertinent prompts, skills, and AI models tailored for specific sales, service, marketing, commerce, and IT tasks. Beyond the confines of Salesforce applications, companies can seamlessly integrate Einstein Copilot into consumer-facing channels. This extension enhances customer interactions by embedding AI assistants into websites for real-time chat capabilities or integrating with popular messaging platforms such as Slack, WhatsApp, or SMS. Einstein Copilot Studio comprises the following key components: Just as Microsoft has introduced its own Copilot solutions, powered by generative AI, Salesforce is tapping into the power of LLMs to empower sales, marketing, and customer service professionals. Building on Salesforce’s existing range of Einstein AI features, the company announced “Einstein 1” this year – the next generation of the Salesforce platform. Einstein 1 is a comprehensive suite of tools that empowers users to bring AI into their everyday workflows. The Einstein Copilot (Salesforce Copilot) solution is at the core of this solution, alongside the new Copilot studio and the Einstein Trust Layer. Contact Tectonic today to explore the value of Einstein Copilot Studio for your company., Like2 Related Posts Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more Fully Leveraging Salesforce Salesforce, a dominant force in customer relationship management (CRM) systems, revealed a study that suggests that 83% of sales professionals Read more AI in Sales Enablement When it comes to integrating artificial intelligence (AI) into the workplace, the question isn’t whether but when. The rapid expansion Read more Say Hello to Einstein Automate Einstein Automate is a robust end-to-end automation solution within Salesforce, offering increased productivity benefits for individuals, account executives, and businesses Read more

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