03Mar
Best CPQ for Salesforce
Many businesses, once they select the best Salesforce CPQ tool for their business, turn to an implementation partner like Tectonic to get up and running.
13Feb
Salesforce and Zendesk Integration
Zendesk Connection Salesforce and Zendesk integration. Create a remote connection using the Zendesk connector to sync data from Zendesk to Salesforce CRM Analytics. Create Connection Connection Settings All settings require a value, unless otherwise indicated. SETTING DESCRIPTION Connection Name Identifies the connections. Use a convention that lets you easily distinguish between different connections. Developer Name
18Jan
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 360, Salesforce Sales Cloud, and Salesforce Marketing Cloud. This collaboration marks the first time that sales, marketing, and advertising data will seamlessly converge. Integration of Salesforce Sales Cloud to Google Analytics 360 Announced. Integration of
10Jan
PII Explained
Personal Identifiable Information (PII) is defined as: Any representation of information that permits the identity of an individual to whom the information applies to be reasonably inferred by either direct or indirect means. Further, PII is defined as information: (i) that directly identifies an individual (e.g., name, address, social security number or other identifying number
02Jan
Advantages of a Cloud Managed Service Provider
Considering outsourcing your IT management to a cloud managed service provider? Here are several benefits of opting for a cloud expert like Tectonic: Cost Savings: Predictable, Recurring Monthly Costs: Future-Proof Technology: Custom and Integrated Service: Robust Infrastructure: Centralized Network Services and Applications: Coverage on All Service Levels: Disaster Recovery: Fast Response Times: Vendor Interfacing: Tectonic
14Dec
Marketing Cloud Account Engagement and Salesforce Campaigns
The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify the disparities between the two and shed light on their respective functionalities. Marketing Cloud Account Engagement and Salesforce Campaigns. Account Engagement Campaigns: Account Engagement Campaigns serve as the cornerstone of tracking prospect interactions within Account
23Nov
Why We Love Pie But Not Pie Charts
Everybody loves pie, but not all of us love pie charts (except when it’s a chart about pie). It turns out, our brains have a hard time comparing the area of shapes. When it comes to visualizing data, we prefer simple and easy to understand. Consider making that pie chart in your next presentation a
19Nov
What is the Salesforce AppExchange?
The Salesforce AppExchange is a robust enterprise cloud marketplace, adept at swiftly addressing unique business challenges for organizations of any size, department, or industry. The AppExchange is a marketplace where third-party developers can list their apps for Salesforce users to browse and install. Some are free to use and some have a charge. But all
10Nov
Why Your Company Isn’t Like a Baseball Team
Recently, Chris shared an excellent post about the new World Series Champion Houston Astros. In short, it was a reminder of how data-driven thinking can have massive results. But what does it take for an organization to achieve this? The first is leadership committed to a long term goal. It took the Astros 6 years
08Nov
Salesforce Hashtags in Chatter
In Salesforce Chatter, using hashtags serves several purposes, enhancing collaboration and content organization within the platform. Here are some reasons why users might use hashtags in Chatter: Remember that the effectiveness of hashtags in Chatter relies on users adopting and consistently using them. Encouraging a common understanding of hashtag usage and promoting their benefits can
03Nov
A World Series Lesson for Your Business
The Houston Astros won the World Series last night. The first time the organization has won the World Series since the club was established in 1962. Since its foundation, the organization has an aggregate won-loss record of less than .500, and more recently been perennial losers and bottom dwellers. Jim Crane, a successful billionaire entrepreneur,
02Nov
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 and personal property rentals going above and beyond to surprise and delight consumers, their expectations have grown rapidly. Consumers now expect to be provided with a personalized experience. They expect that hospitality companies know their
31Oct
How To Build a Connected Culture
Building a connected culture has become increasingly important because mobile devices and applications have changed the landscape of the IT world. No longer are business users tied to their desks or offices. They can be productive anywhere, thus the content must be updated much more quickly. Reports don’t take weeks to compile, nor do they
21Oct
What is Advanced Reporting in Salesforce?
Cross Filters, Summary Formulas, and More: Advanced Reporting in Salesforce Salesforce comes with report types out-of-the-box for all standard objects and standard object relationships eg. “Contacts & Accounts” or “Opportunities with Products”. You can view a list of report types when creating a new report. For the custom objects we build, Salesforce also creates report
02Oct
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. These instances are built on Salesforce Customer 360, featuring both Platform-as-a-Service (PaaS) and Software-as-a-Service (SaaS) offerings. Key Features: Scale and Secure Apps on a Compliant Government Cloud: Government Cloud Plus for Public Sector: Unique Aspects
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