, Author at gettectonic.com - Page 73
Salesforce Big Data and Travel and Hospitality
28Oct

Dynamic Components to Reduce User Record Page Size

Adapted from Kate Hughes Salesforce blog post October 2023 Effectively organizing and accessing the right information is crucial for Trailblazers in various roles, from Admins and Designers to Architects and Consultants. With dynamic components user record pages can be compact. Overcoming the challenge of simplifying the user experience of record pages is essential for optimizing productivity. We sought advice from #DreamDesigner Shahida Robertson on successful redesign strategies. Robertson collaborated with a donor relations team at a girls’ education nonprofit, recognizing that key donor information was buried in cluttered Salesforce page layouts. The initial issue involved up to 80 fields crowding a single page layout. Robertson conducted UX research to understand the root cause and discovered that users were creating new fields due to difficulty finding existing ones amidst the clutter. The solution was clear: reduce the field count by 40% and focus on displaying only what is essential at any given moment. Robertson emphasized the importance of the user experience, stating, “Let’s see only what we need to see, when we need to see it.” Her approach involved deprecating dozens of fields to declutter the interface. Most of her clients, including this nonprofit, utilize the Salesforce Nonprofit Success Pack, and Robertson typically assesses opportunities to simplify the user experience through page layouts and record types. However, in cases requiring more segmentation, she turns to Dynamic Lightning Pages. With Dynamic Components User Record Leads to Better UX To streamline the user experience further, Robertson implemented filter conditions. Using logic to control when specific components appeared. When a donor intends to make a donation, additional fields appear for specifying details. If a coordinator is checking the record of an anonymous donor, irrelevant fields are hidden. This dynamic control of component visibility ensures users see what they need when they need it, reducing clutter. The result of this redesign is a streamlined experience for coordinators who can now respond promptly to donors’ inquiries. They can easily access unified customer profiles. Profiles containing information on donation frequency, employer matching, previous communications, and more. This seemingly minor change in page layout has significantly improved user success. It has resolved pain points in the donor relations process. Thereby contributing to the organization’s overall strategies. Robertson emphasized the collaborative nature of the team highlighting the satisfaction of making the work less stressful. For those ready to design page layouts that prioritize user experience, her insights provide valuable guidance on creating efficient and clutter-free interfaces. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 28, 2023in Salesforce, Salesforce for Nonprofits
Salesforce Backup and Recovery
27Oct

Cyber Incidents and Salesforce Backup

In a data age characterized by the exponential growth with the constant threats of cyber incidents, hardware failures, and human errors, the specter of data loss looms ever-present—and for good reason. The ramifications of losing essential data can be catastrophic for businesses, with the average cost of a data breach soaring to $9.44 million in 2022, more than double the previous year’s figure, according to IBM. Cyber Incidents and Salesforce Backup are phrases that go hand in hand. The data landscape is expanding rapidly; by 2025, the volume of generated and consumed data is expected to surpass 180 zettabytes. When data is lost, organizations face significant downtime in recovery or recreation efforts, resulting in decreased productivity and revenue loss. Gartner estimates that the average cost of IT downtime can be as high as $6,600 per minute or $400,000 per hour. Data Crisis Example In this scenario, a customer-controlled data backup and restore plan is as a critical lifeline for businesses. Such a plan allows organizations to spend less time on data recovery and more time on growth opportunities. It becomes especially pivotal in responding swiftly to crises, as demonstrated by the story of Alex, a software developer at a technology company. Despite an unexpected issue during the integration of a new system with the CRM, Alex’s implementation of backup and restore capabilities proved instrumental in quickly recovering deleted data, minimizing the impact on customers and the company’s reputation. This didn’t even involve a cyber incidents and Salesforce Backup still saved the day. Beyond crisis response, a robust backup and restore solution is essential for avoiding fines resulting from stringent privacy regulations. Non-compliance with data protection laws, such as GDPR, can lead to substantial legal consequences. For instance, GDPR fines alone have surpassed $4.4 billion. By utilizing a backup and restore product, companies like “TechTrends,” an EU-based e-commerce company dealing with sensitive customer data, can protect personal records, ensuring compliance with global data handling requirements and sidestepping penalties. Cyber Incidents and Salesforce Backup Investing in data resilience solutions not only shields businesses from financial and reputational consequences but also allows them to concentrate on growth and customer relations. Marla Hay, Vice President of Product for Security and Privacy at Salesforce, emphasizes the importance of a data resiliency strategy in protecting against threats, malicious activities, and human errors. In today’s digitally fraught landscape, a reliable backup and restore product addresses pain points like data loss, downtime, and compliance challenges, empowering organizations to secure critical information and maintain uninterrupted operations. In an era where data protection and cybersecurity have become top priorities, adopting a dependable backup and restore product emerges as a strategic imperative for building resilience and ensuring sustained growth and success. Like1 Related Posts Protecting Your Salesforce Data The landscape of Salesforce has undergone significant growth beyond its humble CRM origins, yet assumptions about the data within Salesforce Read more Retirement of Salesforce Data Recovery Service In July 2020, Salesforce announced that they were retiring their last-resort Data Recovery Service because it did not meet their Read more Updates to Salesforce’s Backup and Restore Services Announced March 2021 Due to extensive customer feedback in the early part of last year, we Salesforce reintroduced their Salesforce Data Recovery Service. Read more CloudAlly Backups and Recovery for Salesforce Salesforce Backup Solution Since 2011 – CloudAlly Backups and Recovery for Salesforce. Our enterprise-grade automated Salesforce backup and recovery solution Read more

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October 27, 2023in Salesforce Shield
Retrieval Augmented Generation in Artificial Intelligence
26Oct

RAG – Retrieval Augmented Generation in Artificial Intelligence

Salesforce has introduced advanced capabilities for unstructured data in Data Cloud and Einstein Copilot Search. By leveraging semantic search and prompts in Einstein Copilot, Large Language Models (LLMs) now generate more accurate, up-to-date, and transparent responses, ensuring the security of company data through the Einstein Trust Layer. Retrieval Augmented Generation in Artificial Intelligence has taken Salesforce’s Einstein and Data Cloud to new heights. These features are supported by the AI framework called Retrieval Augmented Generation (RAG), allowing companies to enhance trust and relevance in generative AI using both structured and unstructured proprietary data. RAG Defined: RAG assists companies in retrieving and utilizing their data, regardless of its location, to achieve superior AI outcomes. The RAG pattern coordinates queries and responses between a search engine and an LLM, specifically working on unstructured data such as emails, call transcripts, and knowledge articles. How RAG Works: Salesforce’s Implementation of RAG: RAG begins with Salesforce Data Cloud, expanding to support storage of unstructured data like PDFs and emails. A new unstructured data pipeline enables teams to select and utilize unstructured data across the Einstein 1 Platform. The Data Cloud Vector Database combines structured and unstructured data, facilitating efficient processing. RAG in Action with Einstein Copilot Search: RAG for Enterprise Use: RAG aids in processing internal documents securely. Its four-step process involves ingestion, natural language query, augmentation, and response generation. RAG prevents arbitrary answers, known as “hallucinations,” and ensures relevant, accurate responses. Applications of RAG: RAG offers a pragmatic and effective approach to using LLMs in the enterprise, combining internal or external knowledge bases to create a range of assistants that enhance employee and customer interactions. Retrieval-augmented generation (RAG) is an AI technique for improving the quality of LLM-generated responses by including trusted sources of knowledge, outside of the original training set, to improve the accuracy of the LLM’s output. Implementing RAG in an LLM-based question answering system has benefits: 1) assurance that an LLM has access to the most current, reliable facts, 2) reduce hallucinations rates, and 3) provide source attribution to increase user trust in the output. Retrieval Augmented Generation in Artificial Intelligence Content updated July 2024. 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

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October 26, 2023in Einstein 1 Platform, Generative AI, Salesforce, Salesforce Data Cloud
Salesforce Life Sciences Cloud
24Oct

Salesforce Life Sciences Cloud

Salesforce has unveiled Life Sciences Cloud, a secure and trusted platform tailored for pharmaceutical (pharma) and medical technology (medtech) organizations. This innovative solution aims to expedite drug and device development, streamline patient enlistment and retention throughout the clinical trial journey, and harness AI capabilities to deliver personalized customer experiences. The significance of this announcement lies in the life sciences industry’s urgent need for accurate and accessible data to advance research and development efforts and enhance clinical trials. Despite this need, the industry has been slow to adopt digital tools, with a staggering 88% of healthcare and life sciences organizations yet to achieve their digital transformation objectives. Amit Khanna, SVP & GM of Health and Life Sciences at Salesforce, emphasized the necessity for integrated, compliant, and data-driven solutions in the life sciences industry. He highlighted Salesforce’s commitment to enhancing stakeholder engagement across the R&D and commercialization spectrum by leveraging data, AI, and CRM capabilities. The Salesforce solution encompasses: Commercial Operations, available now, provides insights into the commercial lifecycle, including contract compliance, pricing, and inventory management. AI-powered bots offer timely alerts to field representatives and forecasting insights to optimize sales strategies. Clinical Operations offers tools to set up and execute efficient trials, including Data Cloud for Health, Chain of Custody Management, and Participant Management features, aiming to enhance patient recruitment, safety, and engagement. Pharma CRM facilitates personalized engagement with stakeholders, managing interactions and digital content while ensuring compliance with regulations. Features like Healthcare Professional (HCP) Engagement and Einstein for Life Sciences enhance engagement and automate tasks for streamlined operations. Customer testimonials, such as from SI-BONE, highlight the tangible benefits of digitizing processes and improving efficiency with Salesforce solutions. Availability details for various features are provided, with some features already generally available and others set to roll out in the coming months and years. To learn more about Salesforce’s offerings for healthcare and life sciences, access industry insights, and explore the potential of CRM and AI in this sector, interested parties are encouraged to dig into the available resources or contact Tectonic today. Additionally, it’s noted that sales automation functionality for pharma/biotech customers will be available from mid-2025 onward. Learn about Salesforce for healthcare and life sciences  Learn more about Salesforce Life Sciences Cloud Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 24, 2023in Life Sciences Cloud, Salesforce Einstein, Salesforce Health and Life Sciences Solutions, Salesforce Implementation Services
Salesforce DevOpps
24Oct

Where Can I Find Release Notes and Bugs from Salesforce?

When Salesforce does a release, in addition to email notifications, you have a website you can access 24/7 to monitor release issues. This is where you can find Release Notes and Bugs. Salesforce Known Issues Site Once the Salesforce’s New Release is live, you’ll be able to see information about updates and available workarounds for technology bugs. Bookmark this page to check out in the future! Locating Release Notes and Bugs Here is an example: Release Notes and Bugs Salesforce periodically provides release updates that improve the performance, logic, security, and usability of our products. The Release Updates page provides a list of updates that can be necessary for your organization to enable. Some release updates affect existing customizations. Every time a release update is created, it gets scheduled to be enforced in a future release. We announce each update and its schedule here as soon as that schedule is known, but occasionally, updates are postponed or canceled. If that happens, we let you know in the section that describes that specific release update. Often, release updates provide a Test Run option so you can enable an update and examine any changes to your org, including changes to customizations, before that update’s Complete Steps By date. To view release updates, from Setup, in the Quick Find box, enter Release Updates, and select Release Updates. Enforced with This Release These updates are scheduled to be enforced this release. Disable Rules for Enforcing Explicit Access to Apex Classes (Release Update)This update disables the requirement for a user running a flow to have explicit access to Apex classes invoked by that flow. This update was first made available in Summer ’20 and was scheduled to be enforced in Spring ’23, but we postponed the enforcement date to Summer ’23. Enable Content Sniffing Protection (Release Update) Help shield your org and network from malicious attacks with content sniffing protection. This change helps prevent the browser from loading scripts disguised as other file types when your users access external content and websites from Salesforce. This update was first made available in Winter ’23 and was scheduled to be enforced in Spring ’23, but we postponed the enforcement date to Summer ’23. Enable Sharing for Flow Orchestration Objects (Release Update) In Summer ’23, Salesforce enables sharing for Flow Orchestration objects. With this change the Manage Flow user permission no longer grants user access to Flow Orchestration objects. To cancel or debug an orchestration or to reassign an orchestration work item, a user needs the Manage Orchestration Runs and Work Items user permission, along with sharing access to Flow Orchestration objects. Users who run orchestrations and execute work items must still have the Run Flows user permission. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 24, 2023in Salesforce
Salesforce Success Story
23Oct

Case Study: Large State Travel-Nonprofit and Hospitality/Travel-Salesforce Service/Experience Clouds

Transform into a Modern Data Driven Organization: case study nonprofit hospitality salesforce Largest Non-Profit Travel / Trade Organization moves to the cloud and adopts Salesforce and Google Cloud Platform to improve Operations and Marketing Industry: Government – Travel / Hospitality Service Cloud Experience Cloud case study nonprofit hospitality salesforce The largest nonprofit travel and Trade organization, is self-tasked with developing and maintaining marketing programs to further develop tourism in this large State. PROBLEM SOLUTION RESULTS 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

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October 23, 2023in Salesforce, Salesforce Experience Cloud, Salesforce for Nonprofits, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Public Sector Solutions, Salesforce Service Cloud, Salesforce Success Stories
Salesforce
22Oct

Salesforce Winter ’24 Release Highlights

Excitement is building in the Salesforce community. Dreamforce and the Winter ’24 release align within the same hot 30-day period, bringing a wave of new updates and announcements for the Salesforce ecosystem. Salesforce Winter ’24 Release Highlights are amazing. As the release date approaches, focus should be on two key aspects. Preparing your sandbox and knowing the upgrade timeline for your instance. Salesforce Winter ’24 Release Date: Understanding when your production instance will undergo the Winter ’24 release is necessary. To determine this, check your instance on Salesforce Trust by clicking on your instance name and selecting “Maintenance.” This will reveal the specific date of the Winter ’24 release for your organization. It’s essential to conduct thorough testing of your main use cases before this date to ensure a smooth transition. Release weekends for Winter ’24 are scheduled on: If you’re unsure about your instance, navigate to “company information” within “Setup” on your Salesforce platform. Winter ’24 Sandbox Preview Information: Equally critical is understanding how and when your sandbox will be upgraded, providing the first opportunity to test the new release within your custom Salesforce system. Salesforce has two release windows for sandboxes based on whether they are “Preview” or “Non-Preview” instances. Most sandboxes are expected to undergo upgrades on Aug 26th, 2023. Stay tuned for additional information on Sandbox previews. Winter ’24 Pre-Release Org: Pre-release orgs offer an excellent way to familiarize yourself with the new features ahead of sandbox upgrades. Existing preview orgs have been upgraded with the Winter ’24 release. For those without a pre-release org, sign up for a Winter ’24 Org to explore the latest features. Winter ’24 Release Highlights: While the dates are significant in the Salesforce release cycle, the most anticipated date is the official release of “Salesforce Release Notes.” Expected in early August 2023, consider these notes as providing the first insights into the features and enhancements. They are the first look into what will be applied across the entire Salesforce suite. And its always great to be the first to know. As the Salesforce community eagerly awaits these milestones, stay tuned for updates and announcements to make the most of the upcoming Winter ’24 release. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 22, 2023in Salesforce
Automotive Cloud Salesforce
20Oct

Automotive Cloud Salesforce

The Winter ‘23 release marks a significant milestone for Salesforce Automotive Cloud, bringing forth a suite of advanced capabilities. Automotive Cloud Salesforce will change your experience forever. Salesforce Automotive Cloud, built upon Sales Cloud and Service Cloud, empowers manufacturers and dealers in efficiently managing key customer and vehicle touchpoints throughout their lifecycle. Leveraging industry best practices, the data model and workflows reduce the time spent on repetitive tasks. Key Benefits of Automotive Cloud: Key Features of Automotive Cloud: “With real-time data, trusted AI, and automation, we’re bringing the automotive industry one step closer to a future where software-defined vehicles are the norm.” Achyut Jajoo, SVP & GM of Automotive and Manufacturing Automotive Cloud provides a real-time digital view of a vehicle’s connected features, services, and telemetry data for personalized, connected car experiences. Industry leaders like Toyota utilize Automotive Cloud to enhance consumer experiences across every touchpoint. The platform unifies automaker data to deliver real-time, contextualized views inside vehicles, offering truly personalized experiences for every driver. The rise of connected cars, estimated to make up 95% of all new vehicles sold by 2030, underscores the importance of harnessing the vast data generated. Features like Actionable Telematics and Connected Vehicle Visualization are set to be available, further strengthening the capabilities of Salesforce Automotive Cloud. Like2 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 Salesforce Accelerator Salesforce Accelerators encompass specialized tools, applications, and services crafted to expedite the adoption and effectiveness of Salesforce within organizations. Tailored 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 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

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October 20, 2023in Salesforce Automotive Cloud, Salesforce Manufacturing Automotive Energy
Anypoint Code Builder for Desktop
19Oct

Anypoint Code Builder for Desktop

Anypoint Code Builder for Desktop represents MuleSoft’s cutting-edge integrated development environment (IDE) designed for developers to seamlessly create, develop, and deploy APIs, integrations, and automations within a unified environment. This innovative tool empowers developers by offering: Anypoint Code Builder for Desktop MuleSoft is excited to announce the official release of Anypoint Code Builder for Desktop, a groundbreaking addition to the MuleSoft family. This next-generation IDE revolutionizes the approach to API and integration development, promising increased speed, enhanced intuitiveness, and higher efficiency. Seamless Connections At MuleSoft, the mission is to enable organizations to seamlessly connect their systems, applications, and data, and Anypoint Code Builder is a significant stride toward achieving this goal. Recognizing the need for change in core integration tooling due to rapid technological advancements, they decided to build a new IDE from the ground up, catering to modern and future-looking use cases. Anypoint Code Builder is positioned as the future of API and integration development at Mulesoft, offering a next-generation developer experience. It empowers developers to design, develop, and deploy APIs and integrations seamlessly from a unified environment. The tool provides robust features, including flexible workspaces and the integration of AI to generate code and integration flows using natural language. Built-in Connectors The platform includes built-in connectors and access to a variety of connectors from Anypoint Exchange. Developers have two options to get started: a local version on VS Code for the desktop or a cloud version accessible directly from Anypoint Platform. The desktop version, now generally available, can be installed in three easy steps, allowing developers to work from their local machines. The cloud version is currently available in open beta, with plans for a full release in the first half of 2024. It’s essential to understand the difference between Anypoint Code Builder and Anypoint Studio. Anypoint Code Builder is based on Visual Code Builder, running as a service in the browser, while Anypoint Studio is based on Eclipse. Anypoint Code Builder goes beyond API implementation, also supporting API design and development. Like 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 and Zendesk Integration Zendesk Connection Salesforce and Zendesk integration. Create a remote connection using the Zendesk connector to sync data from Zendesk to Read more Salesforce Inbox Explained Salesforce Inbox explained. Enhance the productivity of sales reps with Inbox features, enabling efficient management of every email message, whether Read more Public Sector Salesforce Solutions Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing Read more

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October 19, 2023in Mulesoft
Einstein Email Insights Explained
18Oct

Einstein Email Insights Explained

In 2016, Salesforce ventured into the realm of artificial intelligence (AI) with the introduction of Salesforce Einstein. Far from a standalone product, Salesforce Einstein represents a technological layer seamlessly integrated into the Salesforce Lightning platform and various other Salesforce cloud products. Insights for Sales Specifically designed for sales professionals, Einstein Email Insights proves to be a valuable tool. It provides crucial information within the email interface, empowering salespeople to respond to customers more effectively and at the opportune moment. Einstein Email Insights offers sales representatives essential context related to sales alongside pertinent inbound emails. By specifying criteria for email content analysis, users can extract the most relevant insights. Einstein ensures that contextual sales information is surfaced while composing emails, facilitating the delivery of optimal responses at the right time. This feature is available with Sales Cloud Einstein, Inbox, High Velocity Sales, or Revenue Intelligence, albeit with an additional cost. It is accessible for Salesforce Enterprise, Performance, and Unlimited editions, subject to an extra charge. The Einstein Family If you are using Einstein Activity Capture with a Sales Cloud Einstein or Inbox license, Email Insights is automatically activated upon enabling Einstein Activity Capture. However, users without these licenses must read and agree to the Email Insights terms of service before utilizing the feature. The insights derived from Einstein Conversation Insights go beyond mere data points; they offer actionable intelligence. Businesses can leverage these insights to refine products, optimize customer service processes, and make informed decisions that positively impact the overall customer experience. Salesforce Einstein Insights ensures that every action taken by your sales representatives is calculated and meaningful, aiming to convert prospects into customers. Statistics show that Salesforce Einstein Insights can boost conversion rates by 43%. This AI-powered platform compiles data from accounts, opportunities, call histories, and even news sources to predict business outcomes, empowering your team to strategize with confidence at every stage of customer engagement. Salesforce has recently introduced new email features in its Marketing Cloud to enhance the efficiency of email capabilities. The new Einstein Email capabilities enable modern marketers to increase productivity, send more personalized emails, and drive greater customer engagement. Additionally, Salesforce’s acquisition of Rebel, an interactive email provider, brings forth the ability to create interactive emails, allowing recipients to take action directly within the email. This functionality, akin to AMP for Gmail, enables users to browse image carousels, fill out forms, register for events, and more, directly from their inbox. Salesforce plans to launch this pilot early in 2020, integrating it with Email Studio and Journey Builder. Like2 Related Posts Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust 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 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 Public Sector Salesforce Solutions Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing Read more

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October 18, 2023in Einstein Insights, Salesforce Einstein
Salesforce Flow
17Oct

Salesforce Flow

Salesforce Flow is a tool designed to automate complex business processes by collecting and manipulating data. Flow Builder, the declarative interface for creating flows, allows users to construct logic similar to coding without requiring programming expertise. When customers engage with a company—whether purchasing tickets, managing bills, or arranging reservations—they anticipate a seamless, personalized experience. Flow Builder empowers users to automate processes across Salesforce applications, experiences, and portals with intuitive, point-and-click functionality. Types of Flows in Salesforce include: Advantages of Salesforce Flow: Difference between Flow and Workflow in Salesforce: Flow offers more versatility than workflow rules and process builders. While workflows operate in the background, flows can guide users through processes with interactive screens and are not limited to specific objects. Flows have the capability to create, update, and delete records across multiple objects. Here’s a structured approach to effectively leverage Flow Builder: Flow Builder equips users with robust tools for automating Salesforce processes while adhering to best practices. By following these guidelines, users can develop efficient, tailored flows that align with specific business requirements. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 17, 2023in Salesforce
Salesforce data backup
17Oct

Salesforce Data Backup

It is important for Salesforce customers to develop a routine data backup strategy as part of their overall data management and security model. It is important to understand the differences between data types (data and metadata) and what is included in each backup method: Data refers to all of your records, including Accounts, Contacts, Leads, Opportunities, Cases, Contracts, and other records. Data also includes your custom object records, files, content, and Chatter. Metadata refers to all of your configuration settings, such as custom fields, page layouts, Reports, Dashboards and custom code like Apex and Visualforce. Salesforce Data Backup Why do I need to backup my data? Even with the best of intentions, users and administrators have been in situations where they have either deleted large amounts of data, or have modified records, only to later realize that a mistake was made. With tools like the Data Loader, it is very easy to mass delete or update records. And a simple mistake in your source file or field mapping could spell disaster for your data. It is recommended that you keep a regular backup of your data and to do a manual point-in-time backup before you proceed with any major data project within your organization. Why do I need to backup my metadata? Just as it is easy for users to accidentally delete records or modify records, it is also easy for administrators or developers, and users with advanced permissions, to make changes to your configuration settings, such as adding or deleting custom fields, modifying page layouts, deleting or changing Reports and Dashboards, or modifying custom code. As many of these changes are not reversible, it is important to have a copy of your metadata to fall back on in the event that you need to restore prior settings. What about restoring my data? Salesforce provides tools like the Data Loader and the API as a method for customers to manually restore their data. It is important to note the order in which data is restored, so that relationships and the connection to related records can be preserved. Customers can also choose to engage Salesforce Services or a partner to assist them in the restoration of their data, provided they have a copy of that data available. To help customers routinely back up their data, we offer several native options that are available for no additional cost to customers. There are also several third-party options that can be leveraged when a more comprehensive approach is needed. Native Data Backup Options The following options are available to customers as a method of backing up their data. Native Metadata Backup Options The following options are available to customers as a method of backing up their metadata. Third-Party Offerings There are a number of data backup solutions offered by our partners on our AppExchange. Some of these are more comprehensive in that they allow you to automate backups of both your data AND your metadata and provide a mechanism by which to restore that data easily. You can search for these by visiting the AppExchange directly and searching for keyword backup. We recommend that customers vet multiple offerings and audit the reviews provided by other customers before selecting one of these offerings. Salesforce does not endorse or recommend one specific solution over another. 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

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October 17, 2023in Salesforce
Salesforce and Healthcare
16Oct

Marketing Strategies for Healthcare to Save Lives and Money

Healthcare marketers face the dual challenge of reducing costs and driving revenue, with the added responsibility of dealing with matters of life and death. Balancing these demands while prioritizing the well-being of patients and members requires a core focus on personalization in healthcare marketing strategies. Marketing Strategies for Healthcare can save lives and money. Despite the challenges, new technologies are ushering in stronger communications that benefit both healthcare organizations and those in need of care. Marketing Strategies for Healthcare Here are five ways a personalized healthcare marketing strategy can keep patients and members engaged and informed, spanning from acquisition to coordination: 1. Service Line Optimization: Service line optimization streamlines healthcare providers’ identification of the appropriate department for their patients. Thereby ensuring efficient and tailored care. This approach mirrors traditional multi-channel engagement and journey optimization. Simultaneously reaching patients through personalized messaging across various channels. Real-world Example: Ochsner Health utilized Salesforce Marketing Cloud to unify data sources and implement personalized email campaigns. Amazingly resulting in a 10% year-over-year increase in CRM-driven appointments and a 34% year-over-year increase in CRM-based revenue. Key takeaway: Personalizing healthcare marketing strategies enhances patient care and reduces administrative burdens. 2. Personalized Outreach for Appointment Adherence: Appointment adherence is a significant challenge for healthcare providers, with 18% of patients no-showing for appointments. Painfully costing providers over $150 billion annually. Personalized patient journeys, utilizing Salesforce Marketing Cloud, ensure patients are prepared for procedures through tailored communications, reducing no-shows. And increasing patient satisfaction. Real-world Example: Memorial Hermann replaced a generic 44-page guidebook with personalized checklists and timely reminders, resulting in improved patient preparation and engagement. Key takeaway: Personalized outreach increases appointment adherence and patient preparedness. 3. Complete Customer View for Medicare Providers and Payers: Finding suitable Medicare coverage is a complex task for those approaching retirement. Personalization helps healthcare payers build relationships. By providing plan recommendations based on medical history and sending updated recommendations when members change providers. Key takeaway: Personalized outreach helps retain members by offering tailored recommendations and proactive engagement. 4. Personalization Creates Increased Member Satisfaction and Better Star Ratings: Maintaining high Medicare star ratings requires a year-round effort to drive better member experiences. Personalization, utilizing customer data and AI, prevents message fatigue by delivering relevant content, meeting members’ expectations, and solving their problems. Key takeaway: Personalization contributes to higher member satisfaction and improved star ratings. In the challenging landscape of healthcare marketing, the integration of personalization technologies emerges as a key strategy to enhance patient care, streamline operations, and achieve organizational goals. 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 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 Guide to Creating a Working Sales Plan Creating a sales plan is a pivotal step in reaching your revenue objectives. To ensure its longevity and adaptability to Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more

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October 16, 2023in Salesforce Health and Life Sciences Solutions
catch initial traffic source with Google Analytics
15Oct

Integrate Google Analytics 4 and Salesforce Marketing Cloud

Connecting Google Analytics 4 Properties to Salesforce Marketing Cloud Now, Google Analytics 4 properties can seamlessly integrate with Salesforce Marketing Cloud using the Sales Marketing Cloud interface. This integration is available for both GA4 standard and 360 properties, extending to users who previously utilized a similar setup with Universal Analytics 360. The significance of this integration lies in its ability to synchronize audiences from Google Analytics to Salesforce Marketing Cloud. By linking these platforms, you can leverage Analytics audiences in Salesforce email and SMS direct-marketing campaigns, enabling targeted and efficient audience engagement. Here’s how it works: Integrate Google Analytics 4 and Salesforce Marketing Cloud Requirements for Integration: Google outlines specific criteria for enabling integration between Salesforce Marketing Cloud and GA4 properties: This integration streamlines audience management across platforms, empowering marketers to leverage Google Analytics insights effectively within Salesforce Marketing Cloud campaigns for enhanced audience targeting and engagement. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 15, 2023in Google Analytics, Salesforce, Salesforce Marketing Cloud

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