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how to bulk download images from marketing cloud
20Jul

How to Bulk Download Images from Marketing Cloud

Exporting images from SFMC is not a straightforward process, likely designed to retain users on the platform rather than switching to another service. While it pains us here at Tectonic to be the bearer of bad news, How to Bulk Download Images from Marketing Cloud is ‘not easily’. How to Bulk Download Images from Marketing Cloud To extract images in bulk from Marketing Cloud, Tectonic would recommend utilizing the REST API asset query feature, specifically targeting image asset types in Content Builder. However, it’s important to note that this method retrieves only the URLs of the images, not the images themselves. Here’s a step-by-step approach: While there may be alternative solutions available, this method has proven to be the most effective for handling bulk image downloads. Like1 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

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July 20, 2022in Salesforce Marketing Cloud
Salesforce Energy and Utilities Cloud
19Jul

Salesforce Energy and Utilities Cloud

Salesforce Energy & Utilities Cloud is a robust platform tailored to meet the evolving needs of the energy industry. It offers personalized solutions for various sectors, including power, utilities, oil, gas, and green energy, prioritizing customer satisfaction through personalized services, AI-driven enhancements, and cutting-edge infrastructure offerings. The platform assists organizations in addressing challenges such as sustainability practices and cost-effective solutions. E and U Cloud combines the power of Salesforce Sales and Service Cloud with the Salesforce Platform, providing industry-specific solutions for utilities, retail energy, and modern energy services companies. By offering personalized experiences and leveraging AI for enhanced interactions, it ensures a seamless customer journey and empowers businesses to streamline operations, effectively manage data, and conduct safe field operations. Through transparency and data-driven tools, the platform promotes trust among stakeholders and facilitates efficient business processes. Key Features Key features of Energy & Utilities Cloud include OmniChannel Service for efficient customer management, OmniChannel Sales for streamlined sales processes, Products, Offers, and Quotes for personalized offers and quotes, Contract Management for regulatory compliance, Order and Enrollment for automated lifecycle management, and Field Service Management for optimized field service experiences. The platform caters to both B2B and B2C processes, empowering sales/account managers and service agents to deliver personalized interactions and support across multiple channels. For organizations seeking specialized tools, the Vlocity Energy & Utilities Cloud Application Suite offers prebuilt modules and application components tailored to specific energy and utility requirements. From customer acquisition management to utility self-serve portals, the suite provides comprehensive solutions to meet specific business requirements. Salesforce Energy and Utilities Cloud Salesforce Energy & Utilities Cloud empowers energy and utility companies to manage sales pipelines, collaborate effectively, ensure employee safety, and efficiently manage customer data. With its robust features and integrations, the platform facilitates business growth and helps organizations meet industry challenges head-on. To face your challenges head-on, contact Tectonic today for a Energy & Utilities Cloud implementation. 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 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 Best CPQ for Salesforce Many businesses, once they select the best Salesforce CPQ tool for their business, turn to an implementation partner like Tectonic Read more Case Study: Health Payer/Provider Onboarding/Network Growth After doing their initial Sales Cloud implementation and SAP integration over 12 years ago, this company was only leveraging Salesforce Read more

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July 19, 2022in Salesforce Manufacturing Automotive Energy, Salesforce Service Cloud
CRM analytics
18Jul

Salesforce CRM Analytics Collection Components

CRM Analytics organizes data into datasets, lenses, dashboards, and apps, collectively known as “CRM Analytics assets.” These assets represent different levels of data refinement, ranging from raw data uploaded from source systems to highly curated, packaged views. Salesforce CRM Analytics Collection Components. Salesforce CRM Analytics Collection Components After creating dashboards, lenses, and datasets, apps can be organized to present dashboards in a relevant order, and then shared with appropriate groups. Folders serve as the primary location for saving reports and dashboards, while Collections provide a space to reference reports and dashboards from multiple folders, based on unique use cases. Collections enable users to curate analytics for a personalized experience, bringing together information from different apps and folders into a single, easily accessible place. They can also be utilized to personalize the home page, saving time and effort in finding pertinent information. Wave Dashboard The wave:wave Dashboard component is employed to display a CRM Analytics dashboard in a Visualforce or Lightning page. This component is available in the Lightning App Builder as a drag-and-drop feature. Users can also create custom components to interact programmatically with the wave:waveDashboard component. To display a CRM Analytics dashboard, users can pass in the required attribute, either the dashboardId or the developerName. Other attributes have default values and are specified only if customization is desired. Dynamic changes to the dashboard state can be achieved using the filter attribute to add selections or filters to the embedded dashboard, allowing users to filter dataset fields by variables or specified values. 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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July 18, 2022in Salesforce
Order Management Enhancements Commerce Cloud
17Jul

Order Management Enhancements Commerce Cloud

Salesforce Order Management Enhancements stands out for its scalability, catering to both small startups and large enterprises by offering customization to meet specific needs. Its adaptability facilitates seamless integration with other systems, presenting a comprehensive solution for e-commerce requirements. Explore the latest features in Salesforce Order Management and Lightning B2B Commerce, including process exception management, return merchandise authorizations, and various enhancements. Salesforce Order Management now provides tools to identify and address process exceptions during order processing interruptions. The addition of a new return order data model aids in managing return merchandise authorizations. Further updates include improved order summary flows, customization of payment methods, and the creation of order summaries with custom numbers and statuses. Enhancements to Lightning B2B Commerce introduce new components for deliveries and order summaries, improved searchability, an integration dashboard, and the Price Book Workspace. The integration dashboard consolidates management of integrations, providing a centralized overview. Order Management serves as the central hub for handling the entire order lifecycle, covering order capture, fulfillment, shipping, payment processing, and service. Customers can submit orders through any commerce channel, and merchants can efficiently manage fulfillment, shipping, invoicing, and service using integrated and customizable workflows. Salesforce Mobile App allows easy access to data on the go, although certain console features are not available. Order Management offers various resources, including preconfigured permission sets, Salesforce Payments integration for seamless payment processing, and extensive documentation for setup, administration, and extension. Salesforce Order Management utilizes Einstein Generative AI to enhance the overall experience, providing smarter service to customers. High-scale orders are supported on Hyperforce, offering increased capacity for order processing. For post-implementation monitoring and optimization, tracking key performance indicators (KPIs) such as order processing time, customer satisfaction, and inventory levels is crucial. Salesforce analytics aid in making data-driven improvements, and troubleshooting tools are available for resolving common issues like order discrepancies and payment failures. The Salesforce Order Management Implementation Guide outlines steps from initial setup and data migration to workflow customization, payment, and shipping integrations. Real-world case studies demonstrate successful implementations, showcasing the platform’s benefits, scalability, and advanced features. The retirement of Commerce Cloud Order Management is announced, with Salesforce Order Management positioned as the new product built within the Salesforce core platform. For further details or assistance, users are advised to contact their account manager or refer to Salesforce Order Management Help documentation. 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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July 17, 2022in Generative AI, Hyperforce
Salesforce Commerce Cloud Ecommerce Implementation Tasks and Roles
16Jul

Commerce Cloud Explained

What is Salesforce commerce cloud? Salesforce Commerce Cloud is a cloud-based suite of products that enable e-commerce businesses to set up e-commerce sites, drive more automation and provide customers with seamless shopping experiences. Commerce enables retailers to swiftly establish an online presence, leveraging the capabilities of Salesforce CMS. Equipped with numerous out-of-the-box features, it caters to both B2C and B2B retailers, facilitating the creation of exceptional online experiences. Commerce Cloud encompasses standard Salesforce features, exhibiting mobile readiness, seamless integration with Service Cloud, and compatibility with other Salesforce products. Additionally, it incorporates Einstein AI-enabled functionalities. Noteworthy examples of SFDC Commerce Cloud implementation can be observed through prominent Salesforce customers like Puma and Adidas. The platform offers two variants, each catering to distinct customer focuses: Scale commerce with confidence on the most complete platform. Simplify everything from setting up your digital storefront to driving sales on any customer touchpoint with AI and automation powered by the Einstein 1 Platform. Salesforce Commerce capabilities enable you to cover more touchpoints with your customers, deliver personalized services to them, launch in new markets faster, and boost conversions. It helps you make analytics-based decisions to provide truly unforgettable services to your shoppers. 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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July 16, 2022in Einstein 1 Platform, Salesforce, Salesforce Commerce Cloud
Salesforce and Healthcare
15Jul

Healthcare Technology Solutions

Healthcare institutions have the golden opportunity to enhance the technology systems implemented over the past few pandemic years, particularly in the realm of virtual rounding—where clinicians utilize collaboration technologies to interact with patients remotely. This approach gained significant traction during the pandemic and is now poised for further growth and refinement. Healthcare Technology Solutions. Healthcare technology solutions refer to the use of technology to improve both healthcare delivery and outcomes.  These solutions encompass a wide range of technologies from electronic health records to wearable devices to mobile applications.  Many believe the solution to better healthcare is data and collaboration.  The right software can help. Healthcare Technology Solutions Here are ways to maximize the impact of virtual rounding specifically in your healthcare organization: Devices: Collaboration Software: Telehealth Peripherals: Electronic Medical Records: Patient Experience APIs: Asset Tracking: Business Intelligence: Mobility Management: Whether your organization requires healthcare technology hardware, software, or cloud-based solutions, Tectonic is well-equipped to expedite the implementation process with numerous healthcare implementations under our belt. Five Exciting and emerging healthcare technology solutions coming in 2023 and beyond: 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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July 15, 2022in Salesforce Development Services, Salesforce Government Cloud, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud, Salesforce Implementation Services, Salesforce Public Sector Solutions
CRM Analytics and Tableau
14Jul

CRM Analytics and Tableau

Whether you’re exploring data visualization tools or delving into the realm of analytics, Tableau and Salesforce CRM Analytics (formerly known as Tableau CRM) likely appear on your radar, both under the Salesforce umbrella. In this discussion, we’ll scrutinize the key disparities between these solutions and discern when one triumphs over the other. Firstly, let’s clarify the essence of both platforms: Tableau stands as a standalone, user-centric business intelligence platform, offering a suite of products like Tableau Prep, Tableau Desktop, and Tableau Online, tailored for data preparation, visualization, and dissemination. Salesforce CRM Analytics embeds analytics and reporting within Salesforce, furnishing insights seamlessly within your CRM workflow, predominantly drawing data from your Salesforce environment while accommodating certain external data sources. Here’s a comparative glimpse: Tableau: Salesforce CRM Analytics: Moreover, Salesforce offers Einstein Discovery, an AI-powered analytics tool augmenting data analysis with machine-learning models and statistical analysis. It enables swift detection of correlations, prediction of outcomes, and recommendation of improvement strategies, enhancing proactive decision-making. This plug-in seamlessly integrates with both Salesforce CRM Analytics and Tableau, subject to appropriate licensing. In contemplating between Tableau and CRM Analytics, Charlotte Bayart, Data & AI consultant at delaware, emphasizes the level of reporting: “For business reports on a management level, Tableau will likely excel due to its versatility and powerful visualizations. However, for operational reporting within CRM workflows necessitating real-time insights and immediate actionability, CRM Analytics proves indispensable. With embedded solutions like CRM Analytics, users gain direct access to detailed insights without additional layers, facilitating prompt decision-making and action.” Ultimately, organizations leveraging Salesforce as a CRM platform might find synergy in employing both Tableau and CRM Analytics concurrently, optimizing their analytical prowess across various reporting needs. 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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July 14, 2022in Salesforce
Salesforce Queues
13Jul

Salesforce Queues

Salesforce Queues streamline the prioritization, distribution, and assignment of records among teams that collaborate on shared workloads. They function as holding areas within Salesforce where records wait for team members to pick them up and take ownership, either for themselves or on behalf of another user. Key Benefits of Salesforce Queues: How Salesforce Queues Work: In Salesforce, queues act as record owners instead of individual users. Records awaiting action are associated with a queue until a team member takes ownership. Components of a Salesforce Queue: Difference Between Queues and Groups in Salesforce: While both serve as ways to share records, queues and groups differ in their functionality. Creating a Salesforce Queue (Lead Queue Example): Step 1: Create a Queue Step 2: Create or Edit Assignment Rules Step 3: Test It Out Using Salesforce Queues Efficiently: Additional Salesforce Queue Examples: Salesforce Queues optimize team collaboration by facilitating record prioritization, distribution, and assignment. Organizations can leverage queues to enhance visibility and streamline workload management across teams effectively. With no limit to the number of queues you can create, Salesforce Queues empower teams to work smarter and collaborate efficiently. 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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July 13, 2022in Salesforce, Salesforce Implementation Services, Salesforce Optimization, Salesforce Sales Cloud, Salesforce Service Cloud
Tectonic Salesforce Customization
12Jul

Tectonic Salesforce Customization

Mastering Salesforce Customization with Tectonic As an official Salesforce Consulting Partner, Tectonic brings nearly two decades of experience in delivering Salesforce configuration and customization services. Our team includes over 80 Salesforce Certified Consultants dedicated to providing tailored solutions for nonprofits and membership associations. We specialize in customizing, configuring, and implementing Salesforce solutions to meet specific client needs. Our services range from configuring core functionality to expanding scope with AMS implementations like Fonteva, across various Salesforce clouds. The Benefits of Salesforce Customization Salesforce customization offers a more engaging, personalized user experience for your member community, customers, or partners and a more streamlined, profitable platform for your team. Salesforce Customization Services Leverage the full potential of Salesforce with Tectonic’s customization and configuration services. Our Salesforce Customizations and Configurations As an official Salesforce Consulting Partner, Tectonic has extensive experience delivering Salesforce configuration and customization services, supported by a team of Salesforce Certified Consultants. We work with nonprofits and membership associations to customize, configure, and implement Salesforce solutions tailored to their specific requirements. Our services include configuring core functionality, expanding scope with AMS implementations like Fonteva, and working with various Salesforce clouds: Our Workspace Salesforce is continually evolving, and so are we. Tectonic’s workspace is our R&D arena where we experiment with next-gen technologies and solutions to ensure our clients receive cutting-edge configurations. Tech Stack Integration Salesforce is the central hub of an entire ecosystem. We deploy proven AppExchange products to extend your Salesforce platform and integrate existing components of your tech stack into one holistic system. Device Optimization Experience design drives our Salesforce configurations. With the trend towards smart devices, we ensure your Salesforce platform delivers a seamless experience on any device. Code Review We maintain a strict code review process to ensure your Salesforce platform is robust and reliable, preventing breakdowns during critical processes like membership renewals or webinar bookings. Documentation With a highly configured Salesforce platform, documentation is essential. We maintain and deliver comprehensive documentation throughout the process, from gathering requirements to implementing your Salesforce solution. The Benefits of Salesforce Customization Drive Member Engagement Tailoring your Salesforce platform to your members makes it more intuitive and engaging. We configure custom elements like personalized Experience Cloud pages and registration flows that align new users with the right organization. Increase Revenue Salesforce customization enhances user experience, leading to improved sales and a stronger revenue pipeline. Features like visibility of cart abandonment, Stripe integration, and streamlined payment processing bolster revenue. Enable Greater Efficiency A customized platform doesn’t have to be complex. We help replace your legacy CRM and AMS, streamline essential processes, and simplify managing and updating the system. Tectonic’s Customization Projects For over a decade, we’ve helped nonprofits and membership organizations support their missions and engage their communities with Salesforce. Working with Tectonic Customizing Salesforce requires the right support. Tectonic is a trusted tech partner with deep platform expertise. We know when to use Salesforce flows or configure with code and can navigate common pitfalls. We follow best practices for developing Salesforce functionality and support IT teams through complex transitions or deliver proofs of concept to architecture review boards. Delivery and Integration Our standardized delivery model ensures efficient, consistent integration of new solutions based on our extensive experience. We guide you through building and transitioning to your new Salesforce platform while supporting ongoing growth and data management on your current CRM. 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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July 12, 2022in Salesforce Managed Services
Salesforce Logo
11Jul

What is Salesforce and Why is it so Popular?

What is Salesforce and Why is it so Popular? Salesforce, a software company specializing in Customer Relationship Management (CRM), has emerged as a dominant force in business technology since its establishment in 1999. It encompasses both a software package and a complete ecosystem designed to enhance and modernize various business processes. The widespread popularity of Salesforce can be attributed to its all-encompassing CRM solutions, user-friendly interface, cloud-based platform, scalability, and the robust ecosystem it has fostered. Offering comprehensive tools for managing customer data, automating processes, analyzing data and insights, and creating personalized customer experiences, Salesforce extends its reach to various solutions such as customer service, marketing automation, commerce, app development, and more. What sets Salesforce apart is its highly customizable platform, allowing users to tailor CRM according to specific requirements. Renowned for its flexibility, Salesforce offers a plethora of customizable features and functionalities, making it stand out in the business technology landscape. Many companies opt for Salesforce due to its role as a customer relationship management solution, effectively bringing together companies and customers. Positioned as an integrated CRM platform, Salesforce provides all departments, including marketing, sales, commerce, and services, with a unified view of each customer. This capability to foster collaboration and coherence across diverse business functions contributes to the widespread adoption of Salesforce by numerous companies. 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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July 11, 2022in Salesforce
field dependencies
10Jul

Guide to Salesforce Field Dependencies

Salesforce provides robust tools to optimize processes, streamline workflows, and ensure data accuracy. In this guide, we’ll explore how to set up Salesforce field dependencies, implement validation rules, and use formula fields to enhance data quality and maintain data integrity across your organization. Understanding Field Dependency Field dependency in Salesforce allows you to filter and display relevant options in one picklist based on the user’s selection in another picklist. It links a controlling field and a dependent field, where the controlling field determines which values are shown in the dependent field. This helps maintain data integrity by preventing irrelevant selections, ensuring accurate and consistent data. Benefits of Field Dependencies Here’s why field dependencies are a valuable asset in Salesforce: Popular Use Cases for Field Dependencies How to Set Up Field Dependencies Best Practices for Managing Field Dependencies Conclusion Salesforce field dependencies are a powerful feature for ensuring clean data, enhancing workflows, and improving user experience. By enabling context-specific data entry, they reduce errors and save time, boosting productivity across your organization. If you need expert assistance with Salesforce configurations, Tectonic, a trusted Salesforce consultant, can help. With deep expertise in Salesforce solutions, Tectonic ensures your workflows are optimized and your Salesforce environment is perfectly aligned with your business needs. Reach out today to unlock the full potential of Salesforce for your organization. Content updated October 2024. 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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July 10, 2022in Data, Salesforce
Marketing Cloud Journeys and Automations
09Jul

Marketing Cloud Journeys and Automations

Creating Engaging Marketing Campaigns with Journeys and Automations in Marketing Cloud-Marketing Cloud Journeys and Automations In Marketing Cloud, design and automate campaigns that lead customers through their interaction with a brand. Execute various marketing and data management tasks promptly, triggered by specific actions, or on a scheduled basis. Addressing Email Client Privacy and Non-Subscriber Activity Certain email client providers are implementing privacy changes that can affect open metrics and calculations. At Salesforce, trust is paramount, and we prioritize privacy and security. In response to evolving digital landscapes, we aim to provide solutions that enable you to adapt and succeed. While email opens traditionally signal customer interest, evolving privacy options may diminish their reliability as engagement indicators. Leveraging Automation Studio Utilize Automation Studio to streamline email sends, queries, imports, and more within Marketing Cloud Engagement. Craft workflows, simple or intricate, to automate marketing and data management tasks based on your specified criteria. Harnessing Journeys and Messages Journey Builder, a pivotal campaign planning tool in Marketing Cloud Engagement, empowers you to design and automate campaigns guiding customers along their brand journey. At its core lies the journey, serving as your communication blueprint. Canvas activities within Journey Builder dictate communication methods and guide contacts through the journey. Contacts enter via entry sources, and the journey continuously evaluates them to progress to the next activity. Utilizing Behavioral Triggers Employ Marketing Cloud Engagement to target customers who abandon items or services before purchase. Configure the flow of behavioral data into data extensions for email sends and journeys, a strategy known as Behavioral Triggers. This approach leverages behavioral data to engage customers effectively throughout their journey. 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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July 9, 2022in Data, Marketing Automation, Salesforce, Salesforce Marketing Cloud, Salesforce Optimization
salesforce donor management
08Jul

Salesforce and Nonprofits Donor Management

Can Salesforce Support Donor Management? How does Salesforce Nonprofits Donor Management fit into the bigger picture? Salesforce Nonprofit Cloud serves as a comprehensive CRM platform designed specifically for nonprofits. It not only streamlines fundraising but also addresses program management, grant management, marketing, and, crucially, donor management. Is Salesforce Suitable for Nonprofits? Salesforce.org extends robust CRM technology to a global network of nonprofits and educational institutions, empowering them to operate efficiently, raise funds effectively, and cultivate more meaningful relationships with their beneficiaries. Can Salesforce Facilitate Fundraising? Harnessing the secure foundation of Salesforce, the Fundraising module enhances operational efficiency, collaboration, and the adoption of best practices. Nonprofit Cloud for Fundraising applications empowers organizations to fulfill common responsibilities and tasks associated with fundraising. Understanding Donor Management Systems A donor management system (DMS) functions as an extensive cloud-based filing cabinet, meticulously tracking every aspect of an organization. From names and emails to tasks, deadlines, and gift asks, a nonprofit DMS, like Nonprofit Cloud, operates as a specialized CRM geared specifically towards donors. Considerations for Nonprofit Donation Management Systems Before investing in a nonprofit donation management system, consider key components during your fundraising technology research. These include the ability to track detailed contact information, monitor campaign metrics, and segment information according to organizational and campaign strategies. The Role of Salesforce Nonprofits Donor Management in Event Success Event management is crucial for nonprofit professionals, and a donor management system can significantly enhance operations. By uploading attendance sheets to the donor management system after hosting events, organizations can efficiently track donors, build strong relationships, and collect donations, ensuring that vital donor information is easily accessible. Elevating Fundraising with Intelligence Taking donor management to the next level involves transitioning from data to intelligence, commonly known as fundraising intelligence. This encompasses processes and systems that provide nonprofits with information on the affinity, capacity, and inclination of donors. A comprehensive donor management system allows organizations to prioritize prospects, cross-reference contacts with vast records, batch score records, enhance communication, and generate detailed scores for each prospect or donor—all within the Salesforce platform. 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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July 8, 2022in Salesforce for Nonprofits, Salesforce Nonprofit Cloud, Salesforce Optimization

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