Salesforce Accelerators encompass specialized tools, applications, and services crafted to expedite the adoption and effectiveness of Salesforce within organizations. Tailored to address specific business needs, optimize processes, and fuel growth, these accelerators unlock the full potential of Salesforce, enabling businesses to achieve their goals more efficiently.
Bill.com is used by more businesses to automate payables and receivables than any other platform. The most trusted automated payables and receivables platform. Numerous Salesforce third-party integration tools have been used to connect with bill.com. Integrate.io’s data integration platform makes it easy for you to integrate Salesforce with Bill.com to process your data, no coding required. Salesforce and Bill.com couldn’t be easier with the Tray Platform’s robust Salesforce and Bill.com connectors, which can connect to any service without the need for separate integration tools. Instantly integrate Bill.com and your workflows and tasks across on-premise, cloud apps and databases with workato. Bill.com is an automated accounts receivable solution that allows you to send recurring invoices to your customers, deliver automatic overdue notices, track the status of invoice payments, and accept flat-rate ACH payments. The platform integrates seamlessly with other business solutions like Sage Intacct, Quickbooks, Zero, and NetSuite to streamline data entry tasks, boost accounting accuracy, and achieve more efficient account reconciliations. About Salesforce Extract data from and load data into Salesforce to create your Customer 360 view. Do more with your Salesforce data. About Bill.com Bill.com is an automated accounts receivable solution that allows you to send recurring invoices to your customers, deliver automatic overdue notices, track the status of invoice payments, and accept flat-rate ACH payments. The platform integrates seamlessly with other business solutions like Sage Intacct, Quickbooks, Zero, and NetSuite to streamline data entry tasks, boost accounting accuracy, and achieve more efficient account reconciliations. Popular Use Cases Bring all your Salesforce data to Amazon Redshift Load your Salesforce data to Google BigQuery ETL all your Salesforce data to Snowflake Move your Salesforce data to MySQL Bring all your Bill.com data to Amazon Redshift Load your Bill.com data to Google BigQuery ETL all your Bill.com data to Snowflake Move your Bill.com data to MySQL Salesforce’s End Points Table of Contents Connect Salesforce for a single source of truth Salesforce Marketing Cloud lets your business send targeted messages to your prospects and personalize them with specific details to help boost engagement and perception. However, to accomplish these tasks, your Salesforce account needs a wealth of data about your customers. Likewise, the Salesforce Sales Cloud allows your sales team to take action at precisely the right moment using AI-powered prompts. Yet, it’s impossible for anyone to know the right moment to act unless you’ve historical trends and patterns to pull from. Salesforce is innovative and powerful, but its functionality is only made possible with accurate, up-to-the-minute data, and that’s where Integrate.io comes in. With Integrate.io, you can improve your email marketing campaigns, landing pages, segmentation strategies, and more by enriching your Salesforce account with all the data it needs. Like2 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
Utilizing a managed services program for Salesforce can offer numerous benefits to your company: By hiring experts on a fixed hourly basis instead of full-time, you can pay for actual work hours, eliminating delays and downtime. This flexible agreement model is a preferred choice for businesses and contributes to reducing operational costs. Depending upon your needs you can purchase cost-effective hours for a reasonable turn around on work or premium hours for high priority projects. Managed Services provide ongoing support and maintenance to ensure the effective functioning of the Salesforce CRM in sync with the evolving needs of the organization. What is a Salesforce MSP? The MSP Track is designed by Salesforce for partners that engage with their customers in new ways by offering managed services. Unlike consulting partners involved during sales and implementation, MSP Partners provide services post-implementation or on an ongoing basis. Based in the United States, Tectonic offers managed services for your Salesforce ecosystem. Contact us today for more information. Salesforce MSP FAQs What program fees will I need to pay to join the MSP Partner Program?There are no annual program fees to join the MSP Partner Program. Can I join both Consulting and Managed Services Provider (MSP) Partner Programs?Yes. For FY24, the Managed Services Provider (MSP) Partner Program is exclusive to existing Consulting Partners. It’s an opportunity for us to grow the program and bring more value to customers together. How should I enroll in the MSP Partner Program?Please submit a case via Partner Community and mention “MSP Enrollment” in the title of the case. Once the case has been received, we will reach out and help you through the enrollment process. Who is qualified to join the MSP Partner Program?For FY24, the MSP Partner Program is exclusive to existing Consulting Partners. Partners who offer managed services, agency services, or Business Process as a Service (BPaaS) are qualified to enroll in the MSP Partner Program. These engagements include but are not limited to 6 categories: Administration Services, Support Services, Release & Change Services, Developer & Integration Services, Analytical Services, and AppExchange App Management. What happens if I don’t accept the Salesforce Partner Program Agreement (SPPA)?No one from your company will be able to log into the Partner Community until the SPPA is accepted by an authorized agent of your company. Review the SPPA help article for more information about the Salesforce Partner Program Agreement. How long do I keep my tier?If you are promoted to a higher tier during the Salesforce Fiscal Year (SFDC FY), you will maintain the highest tier you achieve for the rest of that SFDC FY and the entire next SFDC FY, after which you will be re-evaluated. Like2 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
The six advantages of Salesforce that you should be aware of include: A CRM Platform Empowers Teams: A significant advantage of a CRM system is providing teams with a unified view of the customer. This advantage extends to various benefits derived from usable data. Reports enable businesses to identify opportunities, assess interactions with leads and customers, analyze sales and customer service trends, and more. This customer-centric approach guides decision-making across all customer interactions, from email marketing to available online features. Notably, 86% of marketers engage customers in real-time across multiple channels, and 82% consider customer experience a key competitive differentiator. CRM software offers a multitude of benefits, from providing insights and data to powering an efficient company. The organized data leads to a better understanding of customers, enabling improved messaging and outreach. Automation enhances efficiency in delivering customer service, and collaborative efforts become more accessible, reducing information silos. Overall, CRM software contributes to better-managed customer relationships and, consequently, better business outcomes. 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
In the contemporary Salesforce landscape, the platform often operates as an integral component of a much broader Salesforce ecosystem, rather than functioning in isolation as a standalone customer relationship management system or a basic connected CRM. This interconnected environment comprises various Salesforce clouds, applications from the AppExchange, and third-party products. These external products establish communication with Salesforce through connectors, additional integration tools like Zapier, Workato, or Jitterbit, or via Salesforce’s CRM Analytics tool, offering code-free connectivity with data sources external to Salesforce. The orchestration of connections between Salesforce and other products is a responsibility managed by your Salesforce Administrator or a Salesforce Managed Services Provider. All these connections necessitate a method to communicate with your Salesforce org, typically facilitated through an API (application programming interface), enabling seamless interaction between two software components through defined protocols and definitions. Dedicated Salesforce Integration User Salesforce Dedicated Integration Accounts, employing a dedicated integration user and license, empower Salesforce administrators to establish secure, stable, and auditable connections between Salesforce and the myriad tools enriching the Salesforce ecosystem for your organization. This dedicated Salesforce integration user allows the assignment of a Salesforce license with a custom profile, specific permissions, and connections to all third-party integrations. Salesforce service accounts adeptly handle custom API work, efficiently managing substantial data volumes, potentially reaching thousands or tens of thousands of records daily. In today’s landscape, some third-party integrations now recommend or necessitate a Salesforce service account for effective management. The advantages of a dedicated Salesforce service account extend beyond Tectonic’s recommendation. Let’s explore how a Salesforce service account enhances security, stability, and reporting capabilities for your organization. Security: Using an administrator’s personal license for integrating a third-party product can pose security risks, granting these applications broad access within the Salesforce ecosystem. A dedicated integration user, ideally cloned from a standard user profile with restricted permissions, mitigates this risk by preventing actions such as creating or deleting users, deleting records, and other sensitive tasks. Additionally, the dedicated integration user avoids the need for frequent password updates that an administrator’s password change would necessitate for integrations. Stability: A dedicated integration user simplifies the management of third-party APIs, streamlining processes like user freezes and deactivations. This approach avoids potential issues arising from employee departures or password changes impacting both user access and integrations. It eliminates the need to migrate integrations to alternative licenses when deactivating a license. Reporting: A dedicated integration user enhances data integrity and simplifies reporting by allowing easy filtration of activities running across the integration user account. Filtering and analyzing records become more efficient, offering clarity on how and why a record was created in your Salesforce org. The service account enables effective bucketing of record creation and updates from third-party integrations, providing accurate reporting free from unnecessary complexities. While initially, it might seem tempting to forego setting up a Salesforce service account to save a license, the integration benefits become evident as more third-party applications are incorporated into your Salesforce org. Tectonic collaborates with clients during the configuration of new Salesforce instances or customization of existing ones, facilitating the setup of Salesforce service accounts for optimal utilization. As an additional resource, here are some recommended best practices from Salesforce for managing service accounts: For any uncertainties or inquiries regarding Salesforce service accounts, turn to Tectonic as your trusted Salesforce partner for advice on integrations, customizations, or managed service contracts. Like2 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
What is a Salesforce Big Object? In the realm of Salesforce data management, alongside standard objects, custom objects, and external objects, Salesforce Big Objects play a crucial role when dealing with extensive datasets. These specialized objects are designed to efficiently handle and store billions of records while maintaining high performance levels. A Salesforce Big Object serves as a repository for massive volumes of data within the Salesforce platform. Organizations can use big objects to archive data from other objects or import vast datasets from external systems, providing a comprehensive view of customer information. Clients and external systems access big object data through a standard set of APIs. Regardless of whether an organization has 1 million, 100 million, or even 1 billion records, big objects consistently deliver robust performance, which is a defining feature of this data storage solution. What are the constraints associated with Salesforce Big Objects? There is a limit of up to 100 big objects that can be created within a Salesforce organization. The field limitations within big objects mirror those of custom objects and are dependent on the type of Salesforce license held by the organization. Transactions involving big objects, standard objects, and custom objects are not supported by the Big Objects feature. How many records can a Salesforce Big Object accommodate? Salesforce Big Objects excel in managing vast datasets within the Salesforce ecosystem without compromising performance. They reliably support up to billions of records and offer accessibility through standard APIs for seamless integration with Salesforce organizations and external systems. Custom big objects can be created using the Metadata API. Why do we use Salesforce Big Objects? Salesforce Big Objects provide an effective solution for storing and managing immense volumes of data, extending to billions of rows, on the Salesforce platform. They are particularly valuable for archiving Salesforce data or managing extensive datasets from external systems. Content updated August 2023. 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
What is Salesforce Integration? Integration is the process of establishing connections between two or more applications within an enterprise system. In many cases, these applications are not inherently designed to function together seamlessly. In other words, they don’t know how to talk to each other. They may not map or recognize or categorize data in the same way. They may not share the same unique ID or identifier for contacts or accounts. What does Integration With Salesforce entail? When referring to integration, it involves establishing a link between a specific Salesforce instance and another database or system. This connection can take the form of inbound, outbound, or bi-directional, connecting to databases, other Salesforce instances, or cloud-based data sources. A common example of code-based Salesforce integration is achieved through Apex, a proprietary programming language with a syntax similar to Java. The advantages of code-based integration using Apex include its simplicity and user-friendly language. Why is Salesforce integration crucial? Integration with SFDC plays a pivotal role in facilitating a smooth and error-free flow of data across different departments, automating data synchronization. Enterprises often utilize various software applications for purposes such as enterprise resource planning, communication, accounting, and data management. Integration ensures these disparate systems work cohesively. The time savings alone of integration instead of users having to log in and out of multiple systems all day long is often worth the investment. Integration allows the seamless connection of data, systems, or AI models, ensuring secure interactions and automating tasks and processes across diverse environments, including legacy systems. This empowers both developers and business users to build efficiently through clicks, code, and AI-powered natural language prompts. Tectonic has extensive experience integrating SFDC with third party products. Contact us today to learn more. Content updated December 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 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
A/B testing, also known as “split testing,” involves conducting experiments with two or more variants of content, such as a landing page, email, or ad. These variants are presented to different segments of your audience to determine which one performs better. Split testing optimizes pages that best encourage your visitor’s requested call to action. In an A/B split test, two or more versions of a landing page (e.g., version A and version B) are randomly displayed to visitors, and the best-performing version is chosen as the “winner.” Subsequently, the winning version is displayed to all incoming landing page visitors. Landing Page Split Testing Process The typical process for landing page split testing involves establishing conversion goals, identifying areas for improvement, and creating a test hypothesis, such as changing the CTA button color or headline text. A split test, in particular, compares two entirely different versions of a landing page to assess which design aesthetic yields better conversions. A/B landing page split testing allows you to act as a scientist, making data-driven decisions based on how people behave when they interact with your page. For instance, if you want to test which landing page headline generates more leads, A/B testing provides a systematic approach. Rather than making changes blindly, A/B testing allows you to gather evidence by sending half of your traffic to one version and the other half to a different version, helping you determine the most effective option before implementing broad changes. Never underestimate the value of your landing page headline. Here are some great tools from Wordstream. Split testing is especially beneficial for pages with significant changes, such as completely overhauling a homepage, rewriting a product detail page, or various landing pages changes and updates. It is recommended for testing complex back-end scenarios, like different checkout processes involving technically intricate page logics. 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 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more
Formerly known as Salesforce CPQ, Revenue Cloud empowers your sales team to generate precise quotes for customers. Automate the entire Quote-to-Cash process across all business models and expedite your growth, fostering a seamless buying and selling experience with minimal hassle. CPQ for salesforce is an essential sales tool. Salesforce CPQ, or Configure, Price, Quote Software, is a sales tool that enables companies to provide accurate pricing for any product configuration scenario. CPQ applications consider optional features, customizations, quantities, and discounts, allowing sales representatives to quickly and accurately quote prices. Accessible on any device through its cloud-based platform, Salesforce Revenue cloud offers user-friendly software for sales teams, establishing a direct link with your CRM within the Sales Cloud platform. In the Salesforce context, CPQ refers to any Configure Price Quote Software that enables sales reps to create customized quotes based on the buyer’s needs, syncing all interactions with a deal’s documents within the Salesforce CRM. Salesforce Revenue Cloud plays a crucial role in reducing wasted time, aligning with lean manufacturing principles applied to sales tactics. Streamlining the sales process becomes essential in the evolving sales landscape, focusing on delivering value to the customer. CPQ contributes by offering insights, sharing requested information, or providing details on pricing and configuration, ensuring every interaction with the buyer adds value. While many salespeople excel in their industry, CPQ for Salesforce becomes valuable when technical insights into complex products or the supply chain are lacking. CPQ, with product specifications and options programmed directly, leverages subject matter expertise, aiding salespeople in asking the right questions and resulting in more significant deals. CPQ for Salesforce Salesforce CPQ accelerates selling processes, minimizing the impact of delays in the sales pipeline. Users have reported faster quote delivery and approval times, with notable examples like Domino Printing Sciences experiencing an 80% reduction in quote delivery time and Cloudera’s quoting process being three times faster post-CPQ implementation. Assessing the value of Salesforce CPQ involves considering time and cost savings against licensing and implementation expenses. While CPQ technology can enhance efficiency and accuracy, a guaranteed ROI is not assured. Proper deployment, customization, training, and support are crucial for CPQ’s success in saving time, increasing accuracy, and securing larger deals. CPQ for Salesforce is not just a sales solution; it serves as a tool for the entire company to streamline sales processes into lean, productive systems. Integrating Salesforce CPQ with existing services defines sales as a process, enabling teams to maximize time and resources, ultimately making the sales process efficient and lean. Content updated May 2022. Content updated November 2023. Like1 Related Posts 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 Acronyms for Quote-to-Cash Here is a helpful glossary of quote-to-cash acronyms you will hear in the Salesforce Ecosystem. AcronymMeaningDefintionACVAnnual Contract ValueThe annual revenue Read more Cooking with Salesforce Restaurant Management Platform Onboards Thousands of Customers Monthly Using Salesforce for Seamless Sales and Service Management SAN FRANCISCO—April 23, 2019—Salesforce Read more Asset Management Salesforce Can Salesforce do asset management? You can manage assets in Consumer Goods (desktop) and in the Consumer Goods offline mobile Read more
What is HIPAA? Health Insurance Portability and Accountability Act Description The Health Insurance Portability and Accountability Act of 1996 is a United States Act of Congress enacted by the 104th United States Congress and signed into law by President Bill Clinton on August 21, 1996. The HIPAA act required the creation of national standards to protect sensitive patient health information from being disclosed without the patient’s knowledge or consent. The Health Insurance Portability and Accountability Act of 1996 (HIPAA) is a federal law that required the creation of national standards to protect sensitive patient health information from being disclosed without the patient’s consent or knowledge. The US Department of Health and Human Services (HHS) issued the HIPAA Privacy Rule to implement the requirements of HIPAA. The HIPAA Security Rule protects a subset of information covered by the Privacy Rule. HIPAA Privacy Rule The Privacy Rule standards address the use and disclosure of individuals’ health information (known as protected health information or PHI) by entities subject to the Privacy Rule. These individuals and organizations are called “covered entities.” The Privacy Rule also contains standards for individuals’ rights to understand and control how their health information is used. A major goal of the Privacy Rule is to make sure that individuals’ health information is properly protected while allowing the flow of health information needed to provide and promote high-quality healthcare, and to protect the public’s health and well-being. The Privacy Rule permits important uses of information while protecting the privacy of people who seek care and healing. Covered Entities The following types of individuals and organizations are subject to the Privacy Rule and considered covered entities: Exception: A group health plan with fewer than 50 participants that is administered solely by the employer that established and maintains the plan is not a covered entity. 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 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 Alphabet Soup of Cloud Terminology As with any technology, the cloud brings its own alphabet soup of terms. This insight will hopefully help you navigate Read more
For years, the primary stumbling block hindering organizations from embracing cloud adoption has been the concern over data security, solutions, and safety. However, recent surveys indicate a significant shift, with cloud service providers like Salesforce playing a pivotal role in building trust, with adoption rates soaring as high as 65%. UI and Data Loss-user interfaces may be the weak link in your data security. As the leading CRM platform and a top-tier cloud solution boasting over 99% uptime, Salesforce instills confidence in its users. Yet, a lingering question remains: is your data truly secure? The resounding answer is yes; Salesforce’s service disruptions are exceptionally rare. However, the risk of data loss often stems from how companies interact with their Salesforce environment and handle cloud data manipulation. Each organization operates within its own instance of Salesforce, accessing data via standard applications like CRM or third-party tools. However, each interaction with this cloud data carries the potential for inadvertent errors and unwanted outcomes. Let’s dive into the primary causes of data loss within Salesforce in this insight: To mitigate the risk of accidental data loss, enhancing the Salesforce user interface (UI) is paramount. The UI’s design and flexibility, largely controlled by administrators and developers, significantly influence user interaction and data integrity. Benefits of an optimized Salesforce UI include: Here are strategies to optimize the Salesforce UI and minimize the risk of accidental data loss: While Salesforce offers robust data management capabilities, human error remains a risk factor. By implementing thoughtful UI enhancements and adhering to best practices, organizations can minimize the likelihood of data loss and ensure data integrity. 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
Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing sites for effective communication, creating dynamic application forms, and streamlining approval processes for licenses and permits are among the capabilities offered. Public sector Salesforce solutions. A government CRM system minimizes manual admin tasks, allowing public servants to focus on enhancing citizens’ lives. Utilize flexible dynamic assessments, care plans, and referrals to assist families and individuals seamlessly. Salesforce recommends exploring a trial org to understand setup recommendations and prepare for implementation. Discover how the Salesforce platform, with a dedicated data model and common components, enables tailored solutions for municipalities, states, provinces, or federal agencies. Public Sector Solutions eschews a one-size-fits-all approach, allowing the combination of various components to address specific agency needs. The cloud-based Salesforce platform, encompassing Sales Cloud, Service Cloud, and Experience Cloud, serves as the foundation for Public Sector Solutions. Providing relationship management, case management, collaboration, integration, and data insight capabilities, it offers a 360-degree view of constituents while adhering to stringent data security regulations. The Public Sector Solutions data model is designed for government agencies, accommodating diverse tasks such as issuing licenses, conducting inspections, managing grants, and handling emergency programs. Dynamic features include License and Permit Management, Inspection Management, Grantmaking, Emergency Program Management, and Employee Experience. Configurations for Public Sector Solutions include prebuilt apps, granting licenses for specific Salesforce editions with varying usage limits. Additional add-ons, such as CRM Analytics, Intelligent Document Reader, Einstein Relationship Insights, and Business Rules Engine, allow customization to meet specific functionality requirements. Salesforce public sector solutions use standard Salesforce objects to structure and store data related to licensing, permitting, inspections, assessments, case and program management, benefit management, grantmaking, and more. Salesforce is used across various sectors, including technology, retail, insurance, banking, and industrial industries. It is utilized by businesses of all sizes, from small enterprises to large corporations, for CRM purposes. Tectonic looks forward to assisting you with Public Sector Salesforce Solutions. Content updated December 2023. 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 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 Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more Integration With Salesforce What is Salesforce Integration? Integration is the process of establishing connections between two or more applications within an enterprise system. Read more
When we hear the term “cybersecurity,” images of hackers in dimly lit rooms breaching digital fortresses may come to mind. However, the reality of cybersecurity is intricate and multifaceted. Digital thieves capturing credit card numbers and going on shopping sprees put consumers and companies at risk. While threats can emanate from cunning hackers, they also arise from unintentional employee mistakes. The primary avenues through which cybercriminals can access organizations include stolen credentials, phishing, and exploiting vulnerabilities. Cybersecurity is the responsibility of everyone. Let’s look at the definition of cybersecurity, how it operates, and explore ways to enhance digital defense within your company. What is Cybersecurity? Cybersecurity serves as an organization’s defense against the constant onslaught of digital threats, safeguarding against online criminals, manipulation, and deceit from both internal and external sources. It extends beyond data protection, encompassing the preservation of business integrity and reputation. Investing in robust security measures ensures organizational resilience and trustworthiness. How does Cybersecurity Work? While physical office spaces have boundaries, the digital realm is seemingly limitless, and so are the associated threats. With each custom application, cloud service, customer account, and remote work log-in, risks multiply. A robust cybersecurity strategy combines technology and human vigilance, securing data and preserving the core of business operations. Effective protocols include technology deployment for: Human workforce, equipped and trained with the right skill sets and tools, acts as the secret weapon. Addressing security skills gaps empowers employees to actively contribute to the organizational shield, reducing the likelihood of errors that could lead to breaches. Why is Cybersecurity Important? Similar to securing physical offices against intruders, protecting digital assets is crucial. Cyberattacks, projected to cause $10.5 trillion in damage by 2025, are sounding alarms. Key factors driving this increase include remote and hybrid work vulnerabilities, expanding digital footprints, insufficiently vetted third-party vendors, and adaptive cybercriminals. Cybersecurity is not a luxury but a lifeline for businesses. It is increasingly vital to safeguarding information and reputation in the digital stratosphere. And it is of vital importance for compliance in many industries. The Benefits of Cybersecurity The primary benefit of security is keeping data safe. A comprehensive strategy protects valuable data from theft and manipulation, including intellectual property and customer information. Strong cybersecurity practices enable organizations to: Effective cybersecurity practices ward off cybercriminals, safeguarding assets, customers, and brand. Different Types of Security Just as locks protect physical offices, cybersecurity aims to protect data. Common practices include: Adopting these measures requires regular updates and patches to stay ahead of evolving security hazards. Ongoing workforce training is crucial to maintaining robust cybersecurity protocols. Cybersecurity is a dynamic defense against digital threats, and its significance cannot be overstated in today’s, or tomorrow’s, digital landscape. If you are concerned about your Salesforce security, contact Tectonic today to learn about Salesforce Shield. Content updated December 2023. 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
Salesforce relies heavily on objects, which serve as a fundamental component by offering a framework for data storage and integration into the user interface. Thereby resembling the structure of a database table. Object fields, akin to database columns, and records, resembling database rows, play crucial roles in this system. Standard Objects Salesforce provides standard objects as a foundational CRM structure, encompassing entities like account, contact, opportunity, lead, and campaign. These standard objects act as tables containing records accessible through standard tabs such as Accounts, Contacts, Opportunities, Leads, Campaigns, and more. Industry specific Salesforce Clouds have additional standard objects Custom Objects In addition to standard objects, Salesforce permits the creation of custom objects tailored to specific organizational data needs that may not be accommodated by standard objects. For instance, creating a custom object to manage employee checking and saving account details for processing biweekly salary, ensuring privacy by restricting access to the system administrator and the employee who initiated the record. Reports and dashboards can be generated based on data stored in custom objects, typically identified by a __c suffix. Standard vs. Custom Objects The distinctions between standard and custom objects are highlighted in the following table: Standard Object Custom Object Cannot be deleted Can be deleted Grant Access Using Hierarchies sharing access cannot be changed Grant Access Using Hierarchies sharing access can be changed Truncating standard objects is not possible Truncating custom objects is possible Custom fields can be created on standard objects Custom objects include some standard fields like Name, Created by, Last modified by, etc. External Objects Similar to custom objects, external objects enable the mapping of data stored outside the Salesforce organization. These objects rely on an external data source definition, such as Salesforce Connect or OData, to establish connections with external system data. Each external object corresponds to a data table in the external system, with fields mapping to table columns. External objects are typically denoted by a __x suffix. Standard and Custom Fields Both standard and custom objects include standard fields like Name, CreateDate, LastModifiedDate, and Owner fields. Standard fields are predefined and integral to the Salesforce application, while custom fields are tailored to meet specific business needs, allowing addition, modification, and deletion. Custom fields are often identified by a __c suffix and can include custom help text for user guidance. Like2 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
Event Monitoring Salesforce: Leveraging API for Insights Event monitoring, an API-exclusive feature, isn’t accessible via the Setup area; instead, each organization’s event log files are stored in the API object called EventLogFile. Salesforce offers Workbench, an API tool enabling access to EventLogFile objects, facilitating tracking for various event types, including logins, logouts, URI, Lightning, Visualforce page loads, API calls, Apex executions, and report exports. Key Points: Exploring EventLogFile with Workbench: Understanding SOAP vs. REST: Downloading Event Log Files: 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
