, Author at gettectonic.com - Page 102

pardot1084082=08782fe4994719f386e1d3c9bbd9a12817d57a65b36593fbba0e8645340e02b6

Data Collection
13Mar

Marketing Cloud Personalization Explained

Marketing Cloud Personalization introduces an advanced level of customization for both you and your clients. By tracking customer interactions on your website, the system can adjust messaging on web pages and customize experiences based on the products and services that interest your customer. With Marketing Cloud Personalization (formerly Interaction Studio), visualize, track, and manage customer experiences with real-time interaction management. SMCP gives you the power to utilize the 4 P’s of marketing personalization. What are the 4 Ps of marketing personalization? The timeless 4 Ps of marketing—Product, Place, Price, and Promotion—remain relevant. To capitalize on contemporary capabilities, it’s essential to update strategies. A recent Infosys survey found that: While monitoring customer behavior for personalized experiences is not new, the ability to do it in real-time is. To bring this vision to life, rely on Marketing Cloud Personalization (formerly Salesforce Interaction Studio). Salesforce Marketing Cloud Personalization is a real-time personalization and interaction management solution, creating personalized experiences at crucial touch points throughout the customer journey. Marketing Cloud Personalization enables you to: Other beneficial reasons to implement Marketing Cloud Personalization include: Impact & Benefits Across Industries: Marketing Cloud Personalization captures data from every interaction, building unique customer profiles for known and unknown visitors. It supports web, mobile, and email campaigns, offering real-time personalization experiences and advanced features like triggered and server-side campaigns. Gears, Feeds, and Catalogs: 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 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

Read More
March 13, 2023in Marketing Automation, Salesforce Financial Services Solutions, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Personalization
Salesforce Einstein
12Mar

Salesforce ChatGPT

ChatGPT, an AI chatbot and Large Language Model developed by OpenAI with support from Microsoft, employs Natural Language Processing (NLP) to engage with users and provide responses by mining a vast database compiled from millions of websites. Its interactions are designed to be natural and conversational, but the accuracy may vary depending on the specificity of the user’s inquiry. In the context of the Salesforce ecosystem, the impact of ChatGPT can lead to both positive and negative outcomes. For example, it excels in generating code such as validation rules, formulas, and Apex classes. However, caution is advised when relying on it for declarative results or comprehensive answers. Junior developers may face challenges, as ChatGPT, drawing insights from extensive code samples, has the potential to outperform them in code writing. It is worth acknowledging that Salesforce has been integrating artificial intelligence since 2017. When it comes to output, ChatGPT is a little bit like canned cheese and string cheese. They are both “cheese” but neither one is cheese. For business analysts and consultants, ChatGPT can be a valuable resource for crafting generic proposals or suggesting process steps. Nevertheless, a measured reliance on its outputs is recommended. Architects, in contrast, may find limited value in ChatGPT, lacking the necessary experience and context for their role. Additionally, ChatGPT can be utilized to generate initial drafts of documents like training materials or business cases, but users must specify the rationale behind suggested changes, as ChatGPT lacks intrinsic understanding. It is crucial to clarify that ChatGPT functions as a content development tool and should not be confused with Salesforce Service Cloud Voice and conventional chatbots. Awareness of Salesforce’s My Domain changes is essential for those currently using chatbots, as these changes can impact their functionality. For marketers and content writers, it is essential to recognize that Large Language Models like ChatGPT may accentuate social biases and produce potentially inaccurate results. This stems from the questionable data found in some of the millions of websites that contribute to its training. In summary, while ChatGPT can be a beneficial tool, it is imperative to validate and verify its results before relying on them. 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 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

Read More
March 12, 2023in Salesforce, Salesforce Einstein
Salesforce Campaigns
11Mar

Salesforce Campaign Types

Customizing Campaign Types in Salesforce The Type field on a campaign specifies the method or channel used, such as Direct Mail or Referral Program. To better align with your marketing strategies, you can customize the picklist values for this field. By doing so, marketers can track campaign performance and compare how different campaign types are performing. Default Campaign Type Values Salesforce provides default values for the Type field, including: Customizing and Organizing Campaign Types To tailor campaign tracking for your business, you can:✅ Modify the Type picklist values to reflect your marketing channels.✅ Create dependent picklists to define subcategories for your campaigns.✅ Limit picklist values to 10 or fewer for better organization. Example: If your company places advertisements in various formats, you can keep Advertising as the main campaign type and create a dependent picklist with subcategories like Billboards, Transit, Print, and Digital. You could further refine Digital into Social Media vs. Traditional Websites with a second-level dependent picklist. Managing Picklist Access with Record Types The Record Type field controls which picklist values are available to specific user groups. If you plan to manage access this way, set up record types before configuring picklist values. 📌 For more details: Tailor Business Processes to Different Users Using Record Types How to Customize Campaign Types 1️⃣ Go to Setup 2️⃣ Select Campaign → Fields & Relationships 3️⃣ Find and select the Type field 4️⃣ Edit the picklist values 5️⃣ Create dependent picklists (optional) By customizing campaign types, you can ensure a more structured and insightful way to track marketing efforts in Salesforce Lightning Experience and Salesforce Classic. 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

Read More
March 11, 2023in Salesforce
Einstein GPT Announced
10Mar

Einstein GPT Announced

Salesforce is intensifying its focus on artificial intelligence (AI) with the announcement of a new collaboration with OpenAI and the introduction of the Einstein GPT generative AI service. Read on to learn more about Einstein GPT Announced! Although AI has long been a part of Salesforce’s strategy, with the development of its Einstein AI platform dating back to 2016, the company is now taking a significant step forward with the Einstein GPT service. This service, initially integrated with OpenAI, aims to enable users to automatically generate content, respond to emails, create marketing messages, and produce knowledge base articles, all with the goal of enhancing customer experience. Some of us even refer to this as automagically! According to Salesforce, OpenAI is just the first of several partners that will work with Einstein GPT, though specific details about future partnerships were not disclosed. In conjunction with the Einstein GPT announcement, Salesforce also revealed the establishment of a $250 million fund through Salesforce Ventures to support the startup ecosystem focused on generative AI. Clara Shih, Salesforce’s general manager, emphasized the transformative potential of generative AI for enterprises, highlighting the integration of Einstein GPT across various Salesforce platforms, including Mulesoft, Tableau, and Slack. Einstein GPT operates by leveraging customer data alongside generative AI models. Jayesh Govindarajan, Salesforce’s senior vice president for AI/ML, explained that the service utilizes natural language processing (NLP) components to understand user objectives and assist in executing tasks. He emphasized the importance of fine-tuning the model with layers atop OpenAI’s GPT model, with much of the customization derived from an organization’s proprietary content stored in the Salesforce data cloud. Moreover, Salesforce ensures data privacy and security by allowing organizations to keep their data private within the Salesforce cloud. Einstein GPT’s implementation spans various areas of the Salesforce portfolio, including service, sales, marketing, and development, offering capabilities such as auto-drafting responses for customer service agents, generating summaries for sales updates, dynamically creating content for marketing campaigns, and automatically generating code snippets for developers. The partnership between Salesforce and OpenAI extends beyond the formal announcement, with OpenAI being both a customer and technology provider for Salesforce services like CRM and Slack. Additionally, OpenAI has developed ChatGPT for Slack, allowing users to access ChatGPT directly within the platform for summarizing conversations and receiving writing assistance. Salesforce’s Einstein GPT initiative, in collaboration with OpenAI, represents a significant advancement in leveraging generative AI to redefine customer engagement across enterprises of all sizes and industries. To explore Einstein GPT’s potential for your business, 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 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

Read More
March 10, 2023in Salesforce
Salesforce Service Cloud Einstein
09Mar

Salesforce Service Cloud Einstein

Einstein for Service is a robust suite of time-saving Artificial Intelligence features designed to empower agents in delivering exceptional customer service experiences. Salesforce Service Cloud Einstein-learn more. Customer service has evolved from being a cost center to a growth driver, and leading companies are prioritizing customer service to increase brand loyalty. In Service Cloud Einstein, various AI technologies, such as Machine Learning (ML), deep learning, predictive analytics, Natural Language Processing (NLP), and smart data discovery, work collaboratively to enhance customer support, providing faster and better service. Salesforce Einstein, recognized as the world’s first “generative AI” built for CRM, seamlessly integrates into multiple Salesforce products, including Marketing Cloud, Sales Cloud, and Service Cloud. Sales Cloud incorporates Einstein in the form of eight essential tools: Salesforce Einstein, since its inception in 2016, has been at the forefront of CRM AI technology, delivering personalized and predictive experiences for enhanced professionalism. Salesforce Service Cloud is a CRM platform focused on providing service and support to business customers. It is an extension of the Sales Cloud product tailored for sales professionals. Service Cloud Einstein is utilized by notable companies like Thomson Reuters, Southern Glazer’s Wine and Spirits, Cisco, and Skillsoft. Service Cloud Einstein benefits businesses by providing efficient customer service, with Einstein GPT responding promptly to inquiries, offering precise responses, enhancing customer satisfaction, and reducing resolution time. Studies show that in the same time 3 customers could be serviced before Service Cloud Einstein, now ten can be taken care of. The difference between Einstein GPT and ChatGPT lies in their design, with Einstein GPT specifically tailored for Salesforce users and clouds, while ChatGPT is a more versatile model for general use. Einstein is available for free with Salesforce’s Developer Edition, providing access to most platform features for building and testing custom applications and integrations using Einstein. Salesforce Sales Cloud and Service Cloud differ in their focus, with Sales Cloud concentrating on sales processes, while Service Cloud centers around customer service and support. Einstein remains the overarching AI brand for Salesforce, present across the portfolio, including within Tableau. Einstein Discovery is available as part of Tableau CRM Plus or through Einstein Predictions. Are you ready to explore the power of Einstein in your Salesforce Service Cloud implementation? Contact Tectonic today. Tectonic is please to announce Salesforce Service Cloud Implementation Solutions. Content updated January 2024. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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

Read More
March 9, 2023in Artificial Intelligence, Data, Generative AI, Marketing Automation, Salesforce, Salesforce Einstein, Salesforce Sales Cloud, Salesforce Service Cloud, Technology
Dialpad Powerdialer With Salesforce and Salesforce Engagement
08Mar

Dialpad Powerdialer With Salesforce and Salesforce Engagement

Is Dialpad integrated with Salesforce? Dialpad Powerdialer With Salesforce and Salesforce Engagement. Dialpad offers various integration options with Salesforce, each with specific requirements. Let’s dive into the details of each integration option. Dialpad for Salesforce necessitates a Pro or Enterprise Dialpad plan type and is compatible with both Service and Sales Clouds. Dialpad’s Powerdialer feature within Salesforce empowers Sales Managers to generate and assign dial lists comprising Leads, Contacts, Opportunities, or Accounts. This capability streamlines the process, enabling representatives to automatically dial through these lists without having to access each record individually. Dialpad for Salesforce brings AI-powered workflows, native calling functionality, and real-time customer intelligence directly into Salesforce, enabling your teams to concentrate on driving more sales and enhancing customer satisfaction. Dialpad Powerdialer With Salesforce and Salesforce Engagement Requirements: Ensure you’re using the latest version of the Salesforce package to optimize the functionality of our robust features. This information is available below and on the Salesforce AppExchange. Lightning Classic Powerdialer Omnichannel High Velocity Sales Version V1.758 – Released 03/01/2024 Teams also require an Enterprise or Unlimited edition of Salesforce and/or an edition supporting API access. Which Salesforce integration suits my needs? Dialpad for Salesforce facilitates seamless connectivity and breaks down silos by integrating sales and service calls directly within Salesforce, enhancing engagement and agent productivity. Let’s explore the available integrations: CTI and Chrome Click-to-Call: Enables users to click numbers and initiate calls using Dialpad through Chrome and Salesforce. Salesforce Lightning: Dialpad’s native integration designed for Salesforce users on the Lightning platform. Salesforce Classic: Dialpad’s native integration tailored for Salesforce users on the classic Salesforce platform. Powerdialer: Allows Sales Managers to set up dial lists within Salesforce, comprising Leads, Contacts, Opportunities, or Accounts, and assign them to representatives. Representatives can automatically dial through these lists without accessing each record individually. *Exclusive to Ai Sales Users. High Velocity Sales: Enhances reps’ productivity by enabling calls to be triggered from a cadence and marking call tasks as complete afterward. *Exclusive to Ai Contact Center and Ai Sales users. Omnichannel: A comprehensive CX solution allowing Admins to manage and sync Agent statuses, simplifying prioritization within the Salesforce Omnichannel console. *Exclusive to Ai Contact Center and Ai Sales users. Salesforce1: This mobile Salesforce solution (available on Classic and Lightning) permits calls from the Salesforce mobile app to be routed to the Dialpad app. *Dialpad mobile app installation on your device is required for this integration. Frequently Asked Questions: What distinguishes Salesforce from Salesforce Lightning? Salesforce Lightning is a more contemporary version of Salesforce, offering a simplified user experience, advanced features, and optimized pages for managing sales and service processes. Does Dialpad retain Salesforce data? No, Dialpad does not store Salesforce activities. It solely conducts real-time fetches to display information using Salesforce APIs. In what languages are these integrations available? Dialpad’s Salesforce integrations are accessible in English and Japanese. Does Dialpad feature an autodialer? Set up your autodialer while scheduling a meeting. You’ll find a toggle for autodialing to participants. Activate this toggle, add your participants, and Dialpad Meetings takes care of the rest. Participants receiving the autodial will receive a 5-minute reminder via SMS. Dialpad’s integration with Salesforce Sales Engagement (formerly known as High Velocity Sales) enhances sales representatives’ productivity by initiating calls from a cadence and automatically marking call tasks as complete afterward. Additionally, representatives can customize their cadences based on dispositions logged through Dialpad. Let’s dig into Salesforce Sales Engagement and Dialpad. Who can access this feature? The integration between Dialpad and Salesforce Sales Engagement is available to Ai Sales and Ai Contact Center customers subscribed to the Pro and Enterprise plans with Salesforce Sales Engagement access. If you lack access to Salesforce Sales Engagement, kindly contact your Salesforce account manager to activate this feature. Salesforce administrators must install the Dialpad package and integrate it into Sales Engagement. Branching based on call dispositions To configure Branching based on call dispositions, navigate to your Salesforce Setup settings. Go to High Velocity Sales. Enable “Define Call Outcomes for Branching” and map the Call Disposition values saved in Dialpad to relevant Call Outcomes in Salesforce. Click Save. Once branching is activated, select a rule to execute branching based on the Call Outcome as demonstrated below: Now, you can log a disposition through Dialpad to trigger branching based on the call outcome. Frequently Asked Questions Is this the same as High Velocity Sales? Yes, Salesforce rebranded High Velocity Sales to Sales Engagement. The product’s automation features now encompass customer engagement tracking, chatbots, cadences, and automated actions. The new name encompasses all tools for automating processes and strategically engaging with leads and customers, enabling sales teams to focus on selling. Do I need a special license for this integration? This integration is accessible on Pro and Enterprise plans for all Ai Sales and Contact Center customers. Note that High Velocity Sales may entail an additional license fee. For pricing details, please contact your Salesforce Account Manager. Can I use this integration with the Dialpad Desktop App or Web App? No, this integration operates exclusively within Salesforce High Velocity Sales with the Lightning dialer. Can I perform power dialing through call steps in a cadence? Currently, the integration only supports click-to-dial. Power dial mode is not supported. Why wasn’t my call step marked as complete? We transition the cadence to the next step only after logging the task. Please ensure that the task is logged before navigating away. 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 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

Read More
March 8, 2023in Salesforce
Salesforce for Manufacturing, Automotive, and Energy
07Mar

Improve Manufacturing Sales by Improving Partner Engagement

Did you know that half of all B2B revenue is generated through channel partner sales? A recent 2022 survey revealed that 80% of B2B executives find their partner programs ineffective, potentially slowing or even blocking product sales. The obstacles to improvements with manufacturing partners include siloed systems and data, fragmented processes, inconsistent programs, and outdated communication channels. You can improve manufacturing partner engagement. Learn more. To overcome these challenges and enhance manufacturing partner relationships. For increased sales, consider focusing on three key areas: By prioritizing transparency, investing in technology, and streamlining processes, manufacturers can strengthen partner relationships, leading to increased sales and improved customer satisfaction. Focus on making it easier for partners to do business with you, build trust, and create a unified, shared view of data to achieve mutually beneficial relationships. Is it time to explore how Tectonic and Salesforce can improve your partner engagement? Contact us 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 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

Read More
March 7, 2023in Artificial Intelligence, Data, Salesforce, Salesforce Experience Cloud, Salesforce Manufacturing Automotive Energy, Salesforce Manufacturing Cloud, Salesforce Sales Cloud, Technology, Unified Knowledge
Tectonic Salesforce implementation partner
06Mar

Salesforce Dynamic Forms are Here

The highly anticipated #1 requested feature has arrived from Salesforce after 13 years, during which it garnered 10,771 votes and merging 30 ideas in the Salesforce Idea Exchange. Salesforce Dynamic Forms are now accessible in your organization. Introducing Salesforce Dynamic Forms: Dynamic Forms revolutionize user-centric page layouts by presenting relevant information at the right time. Addressing the issue of congested Lightning pages, Dynamic Forms allow flexible placement of fields without the need for multiple page layouts. They introduce visibility rules, enabling fields and components to appear or disappear based on user-defined criteria, eliminating the complexity of managing multiple layouts. Dynamic Forms takes the Lightning App Builder to a new level enabling Salesforce admins to build highly flexible and dynamic experiences for users. Features of Dynamic Forms: With Dynamic Forms, you can: Availability for Standard Objects: As announced at Dreamforce ’22, Salesforce has expanded Dynamic Forms to support the majority of LWC-enabled standard objects (Lightning Web Component enabled). Notably, Dynamic Forms are not available for objects that do not support Lightning Web Components, including Campaigns, Tasks, and Products. To confirm Dynamic Forms support, edit the record page on the Lightning App Builder and check for the presence of the “Fields” tab in the component panel. Accessing Salesforce Dynamic Forms: Dynamic Forms are available immediately. To access them, navigate to the Lightning record page of an object, select the “Highlights Panel” or “Record Detail” component, and choose the “Upgrade Now” option. This allows you to migrate an existing page or start fresh. Setting Up Salesforce Dynamic Forms: Create or Migrate a Page: Add Fields to a Component: Make Fields and Components Conditionally Visible: Plan Page Performance: Enable Dynamic Forms on Mobile: Salesforce Dynamic Forms empower users to craft intuitive, user-centric page layouts, promoting efficiency and improved performance. The inclusion of Dynamic Forms in standard objects marks a significant advancement, offering a flexible and streamlined approach to page customization. Users can seamlessly transition to Dynamic Forms, enhancing their Salesforce experience. Dynamic Forms breaks the Record Details component on your Lightning pages into individual field and section components you can move anywhere. Use visibility rules to show your end users on the field they need to see when they need to see them. Contact Tectonic today if Dynamic Forms are a solution for your Salesforce org. 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

Read More
March 6, 2023in Salesforce
Slack and ChatGPT
05Mar

Slack and ChatGPT

Salesforce Inc announced its collaboration with OpenAI, the creator of ChatGPT, to integrate the chatbot technology into its Slack collaboration software and broaden the use of generative artificial intelligence across its business software. The San Francisco-based company unveiled EinsteinGPT, a technology merging its own AI capabilities with those of external partners like OpenAI. This collaboration aims to assist businesses in tasks such as drafting emails, managing customer accounts, and even generating computer code. Additionally, ChatGPT will integrate with Slack to help users summarize conversations and handle various queries. This strategic move reflects the competitive landscape among tech giants racing to enhance their platforms with generative AI, which can generate text, images, and other content based on historical data inputs. Microsoft Corp, for example, leveraging its investment in OpenAI, has integrated generative AI into its Teams product, enabling functionalities like generating meeting notes and suggesting email responses through its Viva Sales subscription. This places Teams in direct competition with Slack. Clara Shih, a general manager at Salesforce, highlighted during a press briefing that this announcement addresses the growing demand from businesses for advanced AI capabilities. She emphasized that Salesforce’s proprietary data and AI models would differentiate their offerings in the market. Salesforce’s initiative in generative AI is poised to transform customer engagement strategies for businesses, according to Shih, enabling them to innovate profoundly in their interactions with customers. In addition to this integration, Salesforce also unveiled a new fund aimed at investing in startups specializing in generative AI technologies. 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

Read More
March 5, 2023in Generative AI, Salesforce Slack
Custom Campaign Types
04Mar

Custom Campaign Types

Customizing Campaign Types in Salesforce The Type field in your campaigns indicates the overall method or channel used, such as Direct Mail or Referral Program. Customizing the picklist for this field helps to better organize the various campaign types your business runs. Marketers can use the Type field to track and compare the performance of different campaign methods, making it easier to optimize strategies. Available Editions User Permissions Required Default Values in the Type Field The Type field comes with a set of default values, including: Customizing Campaign Types Steps to Customize Campaign Types: Creating a Dependent Picklist You can also create dependent picklists to define subcategories under your main campaign types. Important Notes: How to Create a Dependent Type Picklist: Optimize Campaign Tracking By customizing and organizing campaign types, you can gain better insights into the effectiveness of various marketing strategies. Whether you’re using Lightning Experience or Salesforce Classic, tailoring campaign types helps you track performance and optimize future campaigns effectively. 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

Read More
March 4, 2023in Enterprise, Salesforce, Salesforce Managed Services, Salesforce Marketing Automation
MuleSoft Robotic Process Automation
03Mar

MuleSoft Robotic Process Automation

MuleSoft Robotic Process Automation (RPA) MuleSoft Robotic Process Automation (RPA) empowers organizations to automate business processes and tasks using bots, streamlining operations and minimizing human errors. Fully integrated with Salesforce Clouds, MuleSoft RPA enables admins, business teams, and developers to leverage robotic process automation technology, facilitating end-to-end workflow automation. Key Features and Capabilities Benefits of MuleSoft RPA Common Use Cases MuleSoft RPA Development Lifecycle Comprehensive Applications for Managing the Development Lifecycle Installation and Comparison Enhanced Efficiency and Productivity By automating data extraction and entry, reducing errors, and improving productivity, MuleSoft RPA significantly enhances operational efficiency. This allows human operators to focus on more complex and strategic tasks, driving overall organizational success. 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 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

Read More
March 3, 2023in Mulesoft
Salesforce Marketing Cloud
02Mar

Download History and Storage Details for Marketing Cloud Automations and Data Extensions

Analyze automation health with automation history downloads in CSV files. Monitor marketing data usage by downloading extension storage details as a CSV file. Administrators can use reports to perform detailed data analysis or grant another user access to reports. Access Marketing Cloud automations and data extensions Marketing Cloud automations and data extensions Evaluate your automations over time by downloading your automation history as a CSV file. Improve automation health by reviewing each automation’s success rate and identifying automations with high skip or error counts. The CSV file lists automations that have run in the past 12 months. Automations that support Einstein, Intelligence Reports, and Data Cloud aren’t included. Individually run activities are also not included. How: From your top-level Enterprise 2.0 account, go to Setup and click Download Automation History. How: From your top-level Enterprise 2.0 account, go to Setup and click Download Storage Details. Improving Automation Health Here are some ways that you can improve automation health. 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

Read More
March 2, 2023in Marketing Automation, Salesforce Marketing Cloud
Salesforce Nonprofit Cloud
28Feb

Salesforce Nonprofit Cloud for Fundraising and Engagement

In times of disaster or when safeguarding fundamental rights, it is humans, not technology, that distribute supplies and ensure access to essential needs. Nonprofits, regardless of size, collaborate with individuals, partner organizations, government agencies, healthcare providers, volunteers, and staff to foster community and planetary improvement. Whether responding to a natural disaster or organizing a local food drive, the key is the collaborative effort of people and systems working together, driving real change and impact. Nonprofit Cloud for Fundraising from Salesforce is a custom built CRM for nonprofits. At Salesforce, the vision for nonprofits centers is on empowering impact makers with the best technology. We believe technology should play a crucial role in bringing people and organizations together to scale impactful moments. Our goal is to simplify nonprofit operations by breaking down information silos within organizations and with local or global partners. To collectively achieve greater impact, collaboration, information sharing, and data utilization are essential. We have collaborated with partners and nonprofit peers to address four key priorities: Nonprofit Cloud for Fundraising Over the past two decades, Salesforce has collaborated with the community and partner ecosystem to deliver purpose-built packages on top of the Salesforce platform. While continuing support for existing offerings like NPSP, Nonprofit Cloud Case Management, and the Program Management Module, we are also introducing a new solution for nonprofit organizations. This reimagined solution integrates program management, case management, outcomes, marketing engagement, and fundraising into a single platform, starting with a focus on delivering programs and case management. Fundraising and outcomes will be added to this comprehensive solution later this year. This new solution includes Nonprofit Cloud for Fundraising. Your donors are some of your organization’s biggest advocates. Their gifts fuel your organization and help further your mission. That’s why it’s crucial to understand how to keep donors interested and involved through donor engagement. In this insight, we’ll explain what donor engagement is and offer tactics to bolster your donor engagement strategy. Nonprofit Cloud for Fundraising improves engagement with your donors and helps to foster quicker responses. Next Generation Nonprofit Cloud This next generation of Nonprofit Cloud offers faster and easier access to nonprofit technology through the full Salesforce platform. By unifying stakeholder experiences across the organization and its partners, this innovation accelerates data-driven decision-making, allowing organizations to focus on what is working and where change is needed. It provides a more unified approach to programs, fundraising, engagement, and outcomes, while also granting quicker access to the wealth of innovation available across all Salesforce solutions for various industries and use cases. Donor engagement measures how attentive and involved donors are with your organization. Here’s a list of donor engagement KPIs to keep track of: Donors show they’re engaged by reading your emails, attending your volunteer opportunities, promoting your mission on social media, and many other ways. Keeping track of these donor engagement KPIs gives you valuable insight into the mindset of your donors. For instance, donors who are no longer attending events, ignoring your emails, or not interacting on social media may be at risk of abandoning your organization altogether. Meanwhile, donors who are attending events and engaging online may be ready to increase their involvement. Donor engagement is the key to donor retention, as engaged donors tend to be happy donors who are actively choosing to stay in touch with your organization. In order to measure donor engagement, it’s important to keep track of which donors are engaged and which aren’t. For more information about Nonprofit Cloud for your organization, contact Tectonic today. Like1 Related Posts What is a Salesforce Jumpstart? A Salesforce Jumpstart is a program designed to help businesses quickly and efficiently implement Salesforce, which is a powerful customer Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more Salesforce’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 Why Your Company Isn’t Like a Baseball Team Recently, Chris shared an excellent post about the new World Series Champion Houston Astros. In short, it was a reminder Read more

Read More
February 28, 2023in Salesforce for Nonprofits, Salesforce Nonprofit Cloud
Salesforce Data Cloud
27Feb

Salesforce Data Cloud

Revolutionizing Customer Engagement with the First Real-Time Platform – Salesforce Data Cloud In today’s business environment, customer expectations are soaring, with 71% anticipating personalized interactions at every touchpoint. However, the deluge of data, diverse devices, and evolving experiences poses a challenge for companies to maintain relevance. The typical business juggles an average of 1,061 form completions resulting in fragmented customer profiles and a sense of anonymity. The experience rather than giving personalized value. Leading to a sense of disconnection. Imagine a solution that consolidates all customer data, spanning channels and systems, into a unified source of truth. What if this real-time data could transform customer interactions? Empowering you to make them feel not just recognized but truly understood? Enter Salesforce Data Cloud, the inaugural real-time platform designed for customer magic. Data Cloud seamlessly integrates real-time data into Customer 360, unlocking the potential for enchanting customer experiences. Equipped with built-in connectors, Data Cloud aggregates data from diverse sources—Salesforce apps, mobile, web, connected devices, legacy systems via MuleSoft, and historical data from proprietary lakes—all in real time. However, the true power lies in distilling this vast pool of data into a cohesive customer view. Data Cloud achieves this by harmonizing and storing customer data at an extensive scale, crafting a dynamic, real-time customer graph—a singular source of truth. Real-Time Visibility The Data Cloud process involves connecting data streams, harmonizing the data into a real-time customer graph, and making it available across the Customer 360, facilitating engagement and creating magical experiences—all unfolding in real time. This real-time customer graph continually evolves as it absorbs more customer data. Activating this data across the entire Customer 360 empowers companies to create personalized, magical experiences. The real-time data from Data Cloud enhances automation with Flow and augments intelligence with Einstein, all under the reliable umbrella of Hyperforce infrastructure. The result? An automated, intelligent, and real-time Customer 360, delivering cost savings, time efficiency, and revenue growth. Data Cloud’s impact spans across the Customer 360 ecosystem: In essence, Data Cloud empowers businesses across industries to deliver real-time, intelligent, and automated experiences, fostering loyalty, cost efficiency, and increased ROI—a truly magical transformation! 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

Read More
February 27, 2023in Salesforce Data Cloud, Salesforce Implementation Services, Salesforce Managed Services

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

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