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Salesforce Marketing Cloud Email Studio

Subscriber Data in Salesforce Marketing Cloud

Access and modify subscriber information directly from Subscriber Properties. The modifications made in this section have a comprehensive impact on Email Studio. Subscriber Data in Salesforce Marketing Cloud. What defines a subscriber in Salesforce? A subscriber is an individual who has chosen to receive communications from your organization. Each subscriber must have a valid email address to receive emails, and for those receiving SMS messages, a valid phone number is required. What constitutes subscriber data? Subscriber Data encompasses information such as name, address, telephone number, and any other details that identify an individual as a subscriber of a communications services provider. How does a subscriber differ from a contact in Salesforce? In essence, a subscriber in SFMC primarily reflects an individual’s email communication preferences and is linked to email campaigns. On the other hand, a contact represents a more extensive customer profile, including information beyond email, enabling engagement across various channels. FIELD INSTRUCTIONS Email address Update the subscriber’s email address on the General tab of the modal. Email history History shows a list of every action the subscriber has taken with emails received from you in the past 90 days. If the activity is a survey response, view that activity’s details to see the subscriber’s survey responses. The General tab shows how many times an email to this subscriber has bounced. Unsubscribe To remove a subscriber from all lists and prevent any emails from being sent, choose Unsubscribe from all and enter a description. The unsubscribe field places the subscriber on your account‘s master unsubscribe list. NOTE This process is the same as when a subscriber chooses to unsubscribe from all your publications in the Subscription Center. Activate Activate a subscriber using Subscriber Properties. Activate re-enables the subscriber to be added to other lists and groups. Attributes Attributes show a subscriber’s data for each profile and preference attribute. Enter or modify attribute data here. NOTE If necessary attributes without default values are added to your account since a subscriber was last modified, specify values for these attributes. Refresh each group a reactivated subscriber is added to see that subscriber’s membership. Lists Lists show lists a subscriber belongs to. Details show when the subscriber was added to or unsubscribed from this list. If the subscriber has been unsubscribed from the list, you can reactivate the subscriber’s membership here. Expand the list folders to add the subscriber to one or more lists. Groups Groups show groups this subscriber belongs to. To add a subscriber back to this group, choose Activate. Like 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 Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more Overlooked Costs of a Salesforce Implementation Let’s look at some frequently overlooked Salesforce costs. The goal is to provide businesses and decision-makers with a comprehensive understanding Read more

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Salesforce

Genesys Cloud and Salesforce Integration

With the Genesys Cloud for Salesforce integration, there is nothing to install on each user’s computer and nothing to maintain or back up on your servers. Genesys Cloud for Salesforce works with Service Cloud, Lightning Experience, Salesforce Omni-Channel, and High Velocity Sales. Genesys Cloud for Salesforce can use Genesys Cloud to run outbound dialing campaigns, show campaign activity, and reconcile campaign and campaign member data in Salesforce. Genesys Cloud for Salesforce can route Salesforce emails that users receive through the Email-to-Case functionality. Genesys can be added to Salesforce through the managed package settings. Does Genesys integrate with Salesforce? Integrating contact center software with CRM systems should be fast and easy. Genesys Cloud connects to Salesforce seamlessly via a pre-built integration. You get powerful features that work out of the box, recommended configurations, and an open platform and marketplace for easy extension. Where is Genesys Cloud hosted? Base Genesys Cloud services are deployed in “core regions.” Each core region is associated with an AWS Region and uses multiple AWS Availability Zones. You select a default core region based on your organization’s location. User access is then routed to the URL that corresponds to the data center for that region. Genesys Cloud CX is a SaaS product. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Image

Digital Marketing Roadmap

Digital transformation is becoming a mantra in business, but how do you embark on this journey? What is the goal? What does it look like? Begin with a digital marketing roadmap. What is the roadmap for digital marketing? A digital marketing roadmap lays out your major areas of focus and ensures iterations stay grounded in that strategy. As you build your digital marketing roadmap, remember the goal is to facilitate: Alignment: A strategy-driven roadmap rallies the team around the work that needs to be done. What are the four phases of digital marketing? Awareness – Content focused on educating your audience. Evaluation – Customers determine whether they need your product. Conversion – Reasons to buy your product. Delight – Keeping your audience engaged. The initial draft is likely straightforward, conceived by visionaries in your organization, outlining the roadmap’s initial steps: This initial draft is a good start but needs refinement before presentation to management for buy-in. The key is to make metrics SMART, following the framework proposed by management theorist Peter F. Drucker: Now, let’s transform the draft into a presentation-worthy strategic roadmap: Strategic Plan Vision Statement: Provide a seamless omnichannel customer experience to become the number 1 seller of our industry. This refined roadmap is more achievable, being both measurable and time-bound. For added effectiveness, consider SMARTER goals, where “E” stands for engagement evaluator and “R” stands for reward. Have an evaluator determine goal achievement and showcase how it impacts the organization in the long run. What are the 5 key elements of digital marketing? The five most important elements of a digital campaign consist of mobile considerations, organic search, social media marketing, content marketing and lead nurturing. All of these elements combined make up a cohesive digital marketing strategy. What is 4Ps vs the 4Cs of digital marketing? 4Ps is Product, Price, Place, and Promotion. On other hand 4Cs is Customer Value, Cost, Conveniece, and Communication. 4Ps is more company centered in other hand 4Cs is more customer focused. Note: For expert assistance with your assessment and strategic roadmap, contact your account executive at Tectonic to explore how our Salesforce team can assist with your planning. Once completed, revisit and tweak your roadmap to ensure customer experience is at its core and goals are SMARTER. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Revenue Intelligence

Salesforce Revenue Intelligence

Achieve Sales Targets and Ensure Forecast Accuracy with Revenue Intelligence Salesforce Revenue Intelligence is a powerful data-driven sales solution designed to help sales teams hit their targets, grow pipelines, and ensure accurate forecasts. By combining Tableau CRM dashboards and analytics with a visual pipeline progress flow chart in Pipeline Inspection, Revenue Intelligence offers a comprehensive view of your sales pipeline. Key Features of Revenue Intelligence Unified Sales Insights Revenue Intelligence integrates several advanced tools, including: These features leverage AI, forecasting, and customer engagement data to help your sales team confidently close deals and drive revenue growth. Available for an Additional Cost Revenue Intelligence and its robust features are available as an add-on. For detailed pricing information, please contact your Salesforce account executive. Enhance Revenue and Build Stronger Pipelines with Revenue Insights Comprehensive Performance Insights Revenue Insights empowers sales teams with crucial performance insights to build stronger pipelines, improve forecast accuracy, and generate more revenue. It offers three embedded dashboards: Dynamic Pipeline Visualization With Pipeline Inspection, users can track changes in their pipeline dynamically. The Flow tab displays changes to opportunities across different forecast categories over time, allowing users to filter and focus on the most relevant data. By leveraging Salesforce Revenue Intelligence, sales teams can achieve unprecedented clarity and control over their sales processes, ensuring consistent growth and 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

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Marketing Cloud Lead Scoring

Marketing Cloud Lead Scoring

The acquisition of Exacttarget, now known as Salesforce Marketing Cloud, in 2012 caused a stir in the industry. It wasn’t due to Salesforce’s reputation for acquiring top martech products and teams, but rather because Salesforce had predominantly focused on B2B2B, while Exacttarget was firmly established in the B2C realm. Nonetheless, the acquisition also brought in Pardot, one of the leading marketing automation platforms for B2B marketing at that time. So, why did Salesforce make this move? They recognized that B2C-style marketing was on the verge of becoming the norm in B2B environments. This approach emphasizes storytelling and creating experiences over simple transactions. Salesforce Marketing Cloud enriches email journeys with SMS, advertising, social engagement, and more. Today, it ranks among the top three choices for enterprises, counting clients like Adidas and American Express among its roster. However, like any product, Marketing Cloud has its acknowledged limitations, especially when competing with Marketo, Eloqua, or Hubspot in fiercely contested deals. One significant challenge for B2B marketers is Marketing Cloud’s lead scoring and website tracking functionalities—critical tools for achieving superior sales and marketing alignment and executing client-driven, behavioral marketing campaigns. Lead scoring is a tactic used in marketing and sales to prioritize potential customers (leads) based on their likelihood to convert into paying customers. The aim is to focus the sales team’s efforts on leads most likely to convert, thereby enhancing the efficiency of the sales process and maximizing revenue. Lead scoring involves assigning a numerical value or score to each lead based on various factors and behaviors indicating their level of interest and engagement with your products or services. These factors include demographics, behavioral data, engagement metrics, lead source, intent, scoring models, explicit data, and negative signals. Once leads are scored, they can be categorized into different segments or tiers, such as “Hot,” “Warm,” and “Cold,” or Marketing Qualified or Sales Qualified, allowing sales teams to prioritize their efforts accordingly. Lead scoring facilitates more effective collaboration between marketing and sales teams, leading to improved conversion rates and overall revenue generation. The significance of lead scoring cannot be overstated. According to Marketing Sherpa, 61% of B2B marketers send any lead directly to sales without a lead qualification strategy, while sales reps ignore 70% of all leads from marketing, leading to significant inefficiencies and considered a top-three time-waster for sales teams. To address this issue and achieve sales and marketing alignment, businesses can take several steps, including defining their Ideal Customer Profile (ICP or Persona), tailoring communication and content to attract the right leads, collecting necessary data to qualify leads effectively, and identifying which leads match their profile and are ready to be handed over to the sales team. Analyze the steps in your customer jouneys by ICP or Persona and assign a score to the possible disposition of each step. While a bit stressful this is a great exercise in measuring historical data to see what really moves the needle in your sales cycles. While some steps are within a company’s control, others require technological support. One key tool for this is lead activity tracking, which collects data on lead engagement. Additionally, a lead scoring mechanism is needed to quantify lead interest and fit objectively. Unfortunately, Salesforce Marketing Cloud doesn’t offer satisfactory native functionality for activity tracking and lead scoring. However, there are several options to successfully track lead scoring within Salesforce, such as SalesWings, Marketing Cloud Connect and Process Automation, Marketing Cloud Journey Builder, and Marketing Cloud Personalization Builder and Predictive Intelligence, among others. Each option offers unique features and advantages, enabling businesses to tailor their lead scoring strategies to their specific needs and objectives. While Salesforce Marketing Cloud may lack native lead scoring capabilities, there are powerful ways to drive sales and marketing interactions effectively. The key is to base decisions on core marketing automation features and keep the goal of lead scoring in mind to align sales and marketing teams and personalize the customer experience based on intent. When a visitor goes to your website with the tracking code installed, a cookie is dropped with a unique ID and session ID. The cookie adds an ID to all Collect calls. The cookie tracks the user until it’s removed or cleared. The Collect Tracking Code pixel identifies itself as an invisible image, and it doesn’t affect the user experience of website visitors who use a screen reader. Configurations vary by product and use case. Collect Tracking Code monitors the variables and events that you select at the contact level. Considerations Salesforce Marketing Cloud may lack native lead scoring capabilities, there are powerful ways to drive sales and marketing interactions effectively. Base your decision on core marketing automation features and keep the goal of lead scoring in mind to align your sales and marketing teams and personalize the customer experience based on intent. All solution product descriptions are provided by their respective owners. Content updated May 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

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Salesforce Service Cloud

Salesforce Service Cloud Explained

Service Cloud by Salesforce serves as a customer relationship management (CRM) tool designed to support a business’s customer service team. It facilitates customer-company communication through channels such as email support, live chat, or phone, assisting customer agents in locating and resolving customer issues. Salesforce Service Cloud Details Consider your recent interactions with a business using live chat or creating a support ticket – chances are, they were utilizing a system like Service Cloud. Service Cloud is a powerful customer service platform designed to streamline and enhance customer support processes. Customer service holds the key to uplifting brand value in today’s fast-paced business world. Supplementary Products: Digital Engagement, Service Cloud Einstein, Service Cloud Voice, Customer Lifecycle Analytics, Salesforce Surveys Response Pack. SFDC Service Cloud is built to make the delivery of service easier for your agents. It is one of the most popular customer service solutions devised by Salesforce. The tools of the Service Cloud offer businesses a 360-degree view of their customers and allow them to deliver faster, smarter, and more customized experiences. They can build a connected knowledge base and manage case interactions. And enable live agent chat- all from the comfort of one platform. Depending on the previous activity data of the customers, you can have personalized interactions with them. And also upsell your services or products. Salesforce Clouds Salesforce provides six major types of clouds: Sales Cloud, Marketing Cloud, Commerce Cloud, Service, Experience Cloud, and Analytics Cloud. There are nine other types of clouds in Salesforce for specific applications and industries, including a new Vaccine Cloud for managing COVID tests and vaccines. The ever-evolving Salesforce ecosystem is growing to meet all your business needs. Tectonic is please to announce Salesforce Service Cloud Implementation Solutions. 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

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how to bulk download images from marketing cloud

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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Salesforce Energy and Utilities Cloud

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 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 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

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CRM analytics

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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Order Management Enhancements Commerce Cloud

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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Commerce Cloud Ecommerce Implementation Tasks and Roles

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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce and Healthcare

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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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CRM Analytics and Tableau

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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Queues

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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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