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Salesforce Data Cloud
27Feb

Salesforce Data Cloud

Revolutionizing Customer Engagement with the First Real-Time Platform – Salesforce Data Cloud In today’s business environment, customer expectations are soaring, with 71% anticipating personalized interactions at every touchpoint. However, the deluge of data, diverse devices, and evolving experiences poses a challenge for companies to maintain relevance. The typical business juggles an average of 1,061 form completions resulting in fragmented customer profiles and a sense of anonymity. The experience rather than giving personalized value. Leading to a sense of disconnection. Imagine a solution that consolidates all customer data, spanning channels and systems, into a unified source of truth. What if this real-time data could transform customer interactions? Empowering you to make them feel not just recognized but truly understood? Enter Salesforce Data Cloud, the inaugural real-time platform designed for customer magic. Data Cloud seamlessly integrates real-time data into Customer 360, unlocking the potential for enchanting customer experiences. Equipped with built-in connectors, Data Cloud aggregates data from diverse sources—Salesforce apps, mobile, web, connected devices, legacy systems via MuleSoft, and historical data from proprietary lakes—all in real time. However, the true power lies in distilling this vast pool of data into a cohesive customer view. Data Cloud achieves this by harmonizing and storing customer data at an extensive scale, crafting a dynamic, real-time customer graph—a singular source of truth. Real-Time Visibility The Data Cloud process involves connecting data streams, harmonizing the data into a real-time customer graph, and making it available across the Customer 360, facilitating engagement and creating magical experiences—all unfolding in real time. This real-time customer graph continually evolves as it absorbs more customer data. Activating this data across the entire Customer 360 empowers companies to create personalized, magical experiences. The real-time data from Data Cloud enhances automation with Flow and augments intelligence with Einstein, all under the reliable umbrella of Hyperforce infrastructure. The result? An automated, intelligent, and real-time Customer 360, delivering cost savings, time efficiency, and revenue growth. Data Cloud’s impact spans across the Customer 360 ecosystem: In essence, Data Cloud empowers businesses across industries to deliver real-time, intelligent, and automated experiences, fostering loyalty, cost efficiency, and increased ROI—a truly magical transformation! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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February 27, 2023in Salesforce Data Cloud, Salesforce Implementation Services, Salesforce Managed Services
What is the subscriber key?
24Feb

Salesforce Subscriber Key

What is a Salesforce Subscriber key? A subscriber key is a text field that contains a value that uniquely identifies a subscriber in your Marketing Cloud account. A subscriber key is limited to 254 English characters. Avoid using email addresses as subscriber keys. The subscriber key is also sometimes referred to as the contact key. What is the difference between primary key and subscriber key? You can have more than 1 primary key, and it uniquely identifies a row in a data extension. It also ensures records are not overwritten when you create an import activity. Subscriber Key – Contains a value that uniquely identifies a subscriber in your system. What is the difference between subscriber ID and key? Subscriber ID is a system defined unique identifier representing a Subscriber. Subscriber Key is a user defined unique identifier representing a Subscriber. How will a subscriber key be populated in all subscribers? Subscriber Key values are set in the following ways: An import into All Subscribers. An API call that sends a message (in all channels) A send to a Data Extension that has a sendable field mapped. What is the difference between contact key and subscriber key in Salesforce Marketing Cloud? This key is used to identify a single person across multiple channels inside of Marketing Cloud. In Email Studio, that key is called the “Subscriber Key”. In other channels, such as Mobile Connect or Mobile Push, that value is called “Contact Key”. What is a primary key in Salesforce Marketing Cloud? A primary key designates a field or fields as significant for evaluating data in a Data Extension. Adding this property to a Data Extension will result in those fields being indexed. It is always possible to use a relational database model for data in the Marketing Cloud. What is the difference between a subscriber and contact? A subscriber in SFMC primarily represents an individual’s email communication preferences and is associated with email campaigns, while a contact represents a broader customer profile that includes information beyond email, allowing you to engage with customers across various channels. Like3 Related Posts Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more Overlooked Costs of a Salesforce Implementation Let’s look at some frequently overlooked Salesforce costs. The goal is to provide businesses and decision-makers with a comprehensive understanding Read more

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February 24, 2023in Salesforce Marketing Cloud
23Feb

Review Benefit Eligibility When Circumstances Change

Benefits management involves the comprehensive process of identifying, planning, measuring, and tracking benefits from the inception of a program or project investment until the realization of the final projected benefit. Its aim is to ensure that the desired benefits are specific, measurable, agreed upon, realistic, and time-bound. Review Benefit Eligibility When Circumstances Change. Reviewing benefit eligibility should occur when circumstances change, enabling adjustments to disbursements. Constituents can be easily referred to providers using a guided flow, while gaining insights into caseload trends and community impact can boost caseworker efficiency. Additionally, expediting complaint filing for judicial and investigative cases, and allowing constituents to raise service requests on the public portal, can reduce administrative burdens. Review Benefit Eligibility When Circumstances Change To address the needs of eligible constituents, offer monetary benefits in various forms, such as social insurance, tax benefits, subsidies, food and housing assistance, or direct cash assistance. This assistance can be provided through direct or indirect transfers of resources or credits for a specified period. Eligibility criteria for benefits may include factors like age, income, expenses, household size, and others. Applications are reviewed and screened to approve eligible ones. Benefits are then assigned to eligible applicants, specifying details such as the amount and frequency of the benefit. Configuration options allow benefits to be disbursed automatically for upcoming payment schedules or manually. Constituents should be enabled to search for benefits they are eligible for, apply for them, and track the status of their applications and assigned benefits. They should also have access to view a schedule of payments they can expect to receive, along with explanations for decisions made. To set up benefits management: Reviewing applications for benefit eligibility involves: 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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February 23, 2023in Salesforce, Salesforce Public Sector Solutions
Salesforce Loyalty Management
22Feb

Salesforce Loyalty Program Explained

Loyalty Management enables you to customize programs that precisely align with the unique needs of your business and customer base. Salesforce, equipped with a flexible platform, aids businesses in reimagining their loyalty strategies. The Salesforce Loyalty Cloud empowers businesses across various industries to effortlessly build intelligent loyalty programs without the need for coding. These programs incentivize customers to engage more with the brand, fostering repeat business. Salesforce Loyalty Program Explained. Unleash the full potential of your Customer Loyalty platform through impactful features: The centralized program management feature allows you to configure loyalty programs tailored to your needs, activate segments across channels quickly, and iterate based on results. Improved customer engagement uses behavior analysis to optimize experiences across web and mobile, tailoring them to individual users. Cross-industry partnerships provide customers with more options, and fast time-to-market for referral promotions is facilitated through a guided setup wizard. Identifying brand advocates and implementing AI-powered referral programs with predictive dashboards enhance program impact. Personalizing promotions based on member data and utilizing predictive performance insights maximize engagement and ROI. A single customer view connects loyalty across the customer experience, triggering marketing journeys and providing insights for enhanced interactions. Elevate your loyalty initiatives, engage customers effectively, and drive business growth with the robust capabilities of the Customer Loyalty platform and the expert guidance from Tectonic. 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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February 22, 2023in Data, Salesforce, Snowflake
Salesforce CDP
21Feb

When Was Salesforce CDP Released?

Customer Data Platforms (CDPs) allow marketing organizations to have a single and complete source of truth around their customer data.  Salesforce CDP Released to address this need. Salesforce CDP Released In May 2021, Salesforce launched their own Customer Data Platform (CDP), an enhancement of the product formerly known as Customer Audience 360 (CA360). The customer data platform (CDP) is one of the fastest-growing categories of marketing technology today. Customer Data Platform, formerly Salesforce CDP, helps you connect and unify customer data. Across systems, power the connected and personalized marketing experiences that your customers expect, and analyze cross-channel engagement behavior. Activate loyalty, transaction, engagement attributes, and more from Customer Data Platform. Marketers can send additional customer profile information to marketing platforms, like Marketing Cloud Engagement, to enhance personalized communications. As a developer, you can use the CDP Python connector to leverage the power of Query API to extract data from Customer Data Platform into your environment. What is the difference between Salesforce CRM and CDP? Ultimately the difference between a CDP and CRM comes down to who primarily uses these tools and how each collects data. In short, CRMs organize and manage customer-facing interactions with your team while CDPs collect data from across your tech stack to understand customer behavior and traits more broadly. Is Salesforce Genie the same as CDP? Although Salesforce CDP and Genie are both beneficial tools for organizations, they have different functions. Salesforce CDP is certainly a superior option if you’re trying to increase your marketing and sales activities. Salesforce CDP Is Now Customer Data Platform The name change doesn’t change the functionality of Customer Data Platform. Is Salesforce CDP now data cloud? Salesforce Data Cloud is not a replacement for formerly Salesforce CDP – you will still be able to purchase, and use, Salesforce CDP. No doubt that there’s plenty on the horizon for Data Cloud, arguably Salesforce’s hottest product. Salesforce’s CDP offering was has been renamed a few times: Customer 360 Audiences → Salesforce CDP → Marketing Cloud Customer Data Platform → Salesforce Data Cloud. Content updated November 2023. Like1 Related Posts CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more Salesforce 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 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 Tectonic’s Successful Salesforce Track Record Salesforce Technology Services Integrator – Tectonic has successfully delivered Salesforce in a variety of industries including Public Sector, Hospitality, Manufacturing, Read more

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February 21, 2023in Salesforce Data Cloud
Salesforce Nonprofit Cloud
20Feb

Advance Your Mission With Salesforce for Nonprofits

Consider the current operational framework of your organization, especially if it lacks a CRM system. Can you envision a more efficient method for tracking contacts, appointments, programs, services, fundraising, events, resources, and all the other vital information your organization requires? Enter Salesforce for Nonprofits, a solution that offers numerous advantages: How does Salesforce for Nonprofits facilitate the achievement of these goals? It offers a suite of pre-built apps, tools, features, services, and technologies specifically tailored to meet the unique needs of nonprofits across various sizes, types, and missions. Contact Tectonic today to open up a dialogue about Salesforce Nonprofit for your organization. We are please to announce our new Nonprofit Cloud Salesforce Implementation Solution. Like1 Related Posts Tectonic’s Successful Salesforce Track Record Salesforce Technology Services Integrator – Tectonic has successfully delivered Salesforce in a variety of industries including Public Sector, Hospitality, Manufacturing, Read more Cloud Computing for NGOs As cloud computing becomes more prevalent and accessible, nonprofits are increasingly leveraging its benefits to enhance operations, boost fundraising efforts, Read more Salesforce Nonprofit for Fundraising Nonprofit Cloud for Fundraising, alternatively referred to as Salesforce Fundraising Nonprofit, introduces innovative and user-friendly methods to engage donors, raise Read more Business Card Scanner App for Salesforce Can I Scan a Business Card into Salesforce? Yes, you can scan a business card into Salesforce if your scanning Read more

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February 20, 2023in Salesforce for Nonprofits, Salesforce Nonprofit Cloud
Different Ways to Create Cases in Salesforce
17Feb

What Are the Different Ways to Create Cases in Salesforce?

What are the different ways to create cases in Salesforce? There are four primary methods to generate a case in Salesforce: What are Cases in Salesforce? A case in Salesforce denotes a behavioral event and may involve related Behavior Involvement records. Notably, the Case object serves distinct purposes in EDA compared to standard Salesforce, encompassing two EDA-specific fields facilitating behavior event tracking. Administrators can configure Web-to-Case and Email-to-Case or On-Demand Email-to-Case for automated case capture from websites and customer emails. Customers can log cases through various portals, and manual creation is possible through the Cases tab, related lists, or record detail pages. Unanswered or problematic questions from an answers site can be escalated into new cases. Case Management: Cases encapsulate assessment explanations, questions, or client complications. They provide a means to record and address customer issues efficiently. Key benefits include centralizing customer support interactions, integrating case information with knowledge bases, and streamlining business processes through automatic case escalation and workflow tasks. How do Cases Work in Salesforce? Cases in Salesforce represent customers’ questions or feedback regarding provided services. For instance, if a company sells product A, related inquiries would contribute to opportunity line items. Different ways to create cases in Salesforce: To create a case from a support email or call, follow these steps: Creating a Case Team in Salesforce: To create case teams, follow these steps: Closing Cases: Cases can be closed by administrators or users with “Manage Cases” permission using the Close button. Follow these steps: Deleting Cases: To delete a case, use the “Del” option on the cases list page or the “Delete” button on the case detail page. Only users with the “Delete” permission on cases can perform this action. Difference Between Case and Task in Salesforce: Tasks are for to-dos, while cases are used for requests or complaints. Although cases can handle both, altering case management processes may necessitate distinct processes for to-dos and customer cases. Visibility of Cases in Salesforce: If organization-wide sharing defaults for Cases are set to ‘Private’ with ‘Grant Access Using Hierarchies’ enabled, only the case owner, owner’s managers in the role hierarchy, Salesforce admins, and profiles with ‘View All’ object permission on Cases can view a case. What are Cases in Salesforce? Cases represent behavioral events and can involve related Behavior Involvement records. The Case object serves different purposes in EDA compared to standard Salesforce, featuring two unique EDA-specific fields for behavior event tracking. Creating a Case Object in Salesforce: To create a case object in Salesforce, follow these steps: Different ways to create cases in Salesforce 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 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 Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust 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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February 17, 2023in Salesforce Service Cloud
Salesforce
16Feb

Data Cloud for Tableau

Data Cloud for Tableau is another valuable tool, allowing organizations to unlock customer data and generate actionable insights at scale. The platform natively connects to integrated, unified data from various sources, including Salesforce instances, facilitating visualization, automation, exploration, and action on data. It simplifies the creation of real-time customer data platforms, aiding in the discovery of customer insights and data-driven decision-making. In the pursuit of transforming into a customer-centric company, the ability to swiftly act on insights and deliver personalized customer experiences is more crucial than ever. In today’s business landscape, where demands are high and resources are limited, leaders require access to reliable, up-to-date Key Performance Indicators (KPIs) and data-driven insights to effectively manage their businesses, stay ahead of the competition, and offer unparalleled customer experiences. Getting Good Data However, obtaining good data and actionable insights has proven to be challenging. Traditional approaches involved constructing intricate data pipelines for data replication, resulting in brittle, complex, and time-consuming architectures. These structures necessitated data duplication and substantial investments in data warehouses, making the process of making informed business decisions frustrating and time-intensive. Salesforce Data Cloud for Tableau addresses these challenges. It stands out for its ease of use, deployment, and scalability. All customer data becomes instantly accessible, up-to-date, trusted, and secure. Data Cloud for Tableau emerges as the swiftest and most scalable solution for unlocking customer data and facilitating the delivery of actionable, real-time insights. Now, let’s dig into what Salesforce Data Cloud for Tableau entails. Salesforce Data Cloud, recognized as the leading CRM data cloud, serves as a real-time data platform, offering a unified source of truth for customer data. This platform is designed to tackle significant data pipeline challenges. Powering the entire Salesforce Customer 360 platform. Thereby enabling organizations to ingest, harmonize, and unify all customer data across various channels and interactions. The result is a single, real-time customer profile. By enhancing automation, intelligence, integration, and real-time experiences across the Customer 360. Data Cloud for Tableau transforms trusted and current customer data into dynamic, visual, and actionable analytics and insights. Seamlessly integrating all Salesforce data into Tableau. It empowers individuals across the organization with valuable insights to unlock customer value and make quicker, informed decisions. Simplifying the process of building a real-time customer data platform, Data Cloud for Tableau facilitates easy visualization, automation, exploration, and action on data from any source, enabling efficient tracking of key performance indicators (KPIs) essential to the business. Additionally, we ensure secure, real-time, and open data sharing between Salesforce and Snowflake. This facilitates direct access to data stored in Snowflake by Data Cloud for Tableau and vice versa. By creating a real-time Customer 360 view across the two platforms without the need for data movement or duplication. Data Cloud empowers you to uncover concealed insights within your customer data, allowing you to: To understand how Data Cloud and Tableau collaborate, envision Tableau as the data visualization and business intelligence layer atop Data Cloud. This combination enables you to perceive, comprehend, and act on your live customer data. The features of this collaboration cover functionality across five key categories for enterprise customer data: Connect, Harmonize, Unify, Analyze and Predict, and Act. Like Related Posts 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 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 Capture Initial Traffic Source With Google Analytics To ensure the proper sequencing of Tags, modify the Tag sequencing in the Google Analytics preview Tag settings. The custom Read more Joined Datasets in B2B Marketing Analytics B2B Marketing Analytics (B2BMA) datasets comprise source data that has been formatted and optimized by the B2B Marketing Analytics app Read more

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February 16, 2023in Salesforce Data Cloud
Sales Cloud Einstein
15Feb

Einstein GPT from Salesforce

Salesforce, the leading global CRM provider, has unveiled Einstein GPT, the world’s first generative AI CRM technology. Engineered to craft personalized content across sales, service, marketing, commerce, and IT interactions, Einstein GPT aims to enhance employee productivity and elevate customer experiences. While Salesforce had previously integrated AI into its ecosystem with Einstein AI, the introduction of Einstein GPT represents a notable advancement. Leaning on OpenAI’s capabilities, Einstein GPT is an empowered iteration of existing technology, aligning with Salesforce’s commitment to artificial intelligence technology adoption. Einstein GPT from Salesforce Einstein GPT operates as an open and extensible platform, leveraging trusted, real-time data for training. It facilitates public and private AI models tailored for CRM, integrating seamlessly with OpenAI to offer generative AI capabilities. This enables users to connect data to OpenAI’s advanced models or choose external models, employing natural-language prompts within Salesforce CRM for content generation that dynamically adapts to evolving customer information and needs. The technology infusion of Einstein GPT involves combining Salesforce’s proprietary AI models with generative AI tech from an ecosystem of partners and real-time data from the Salesforce Data Cloud. This combination allows the generation of personalized content, including emails for sales, responses for customer service, targeted content for marketers, and auto-generated code for developers. The collaboration with OpenAI extends Salesforce’s capabilities by merging OpenAI’s enterprise-grade ChatGPT with Salesforce’s private AI models. Additionally, Salesforce Ventures announced the Generative AI Fund. This is a 0 million investment initiative supporting startups to foster responsible, trusted, and generative AI development. Einstein GPT introduces various applications, such as Einstein GPT for Sales, Service, Marketing, and Developers. These applications empower users to auto-generate things they used to have to write. Sales tasks, enhanced customer service interactions, dynamically created personalized content, and improved developer productivity through an AI chat assistant. To further enhance collaboration, Salesforce and OpenAI introduced the ChatGPT for Slack app. Thus offering AI-powered conversation summaries. The research tools and writing assistance within the Slack platform are aided by Einstein.. Prominent organizations like HPE, L’Oréal, RBC US Wealth Management, and S&P Global Ratings have acknowledged the value of generative AI. They are all improving customer 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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February 15, 2023in Artificial Intelligence, Data, Enterprise, Generative AI, Salesforce, Salesforce Data Cloud, Technology
Salesforce Solutions for Communications
14Feb

Salesforce Solutions for Communications

Salesforce has recently unveiled tailored Salesforce Solutions for Communications aimed at enhancing customer experiences through advanced analytics, automation tools, and AI-driven customer service. These innovations empower providers to gain deeper insights into their customers, automate interactions, and effectively monitor customer satisfaction levels. For communication providers looking to elevate their customer service, Salesforce’s automation solutions offer significant benefits. They ensure seamless and efficient handling of every customer interaction, leading to improved satisfaction and increased loyalty. Salesforce Solutions for Communication Providers Salesforce offers a comprehensive suite of solutions specifically designed for communication providers to enhance customer experiences. This suite includes: Salesforce Customer Engagement Platform (CXP) and Tools The Salesforce Customer Engagement Platform equips communication providers with a suite of tools to enhance customer experiences, including: Salesforce Einstein AI Platform for Communication Providers The Salesforce Einstein AI Platform is tailored to improve customer experiences for communication providers by analyzing extensive datasets to identify patterns, understand customer needs, and optimize interactions, ultimately enhancing overall customer experience. Benefits of the Salesforce Customer Engagement Platform The Salesforce Customer Engagement Platform offers communication providers various benefits, including enhanced customer experience, increased sales, and improved operational efficiencies. Features such as social listening and engagement analytics enable providers to understand customer sentiment and behavior, facilitating personalized interactions and driving sales growth. New Salesforce Innovations for Communication Providers New innovations from Salesforce include analytics, AI, and prebuilt solutions that automate processes, improve customer experiences, and reduce operational costs. Integrations with WhatsApp enable richer customer engagements, personalized experiences, and automated interactions through chatbots. In conclusion, Salesforce’s solutions for communication providers represent a significant advancement in improving customer experiences, revolutionizing how providers interact with their clientele to achieve positive outcomes and business growth. Contact Tectonic today to explore Salesforce communications solutions. 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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February 14, 2023in Salesforce, Salesforce Communications Cloud, Salesforce Einstein, Salesforce Sales Cloud, Salesforce Service Cloud
13Feb

Tectonic at a Glance

Tectonic delivered over 500 successful implementations. Tectonic at a Glance 4.9 Customer Satisfaction Rating Salesforce partner delivering innovative business results through Sales, Service, Marketing, & Experience Clouds. Tectonic at a Glance We help our customers transform their organizations to be more data-driven through: Contact Tectonic today. ​ 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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February 13, 2023in Salesforce, Salesforce Managed Services
Interactive Emails
12Feb

Interactive Emails

With the impending sunset of third-party cookies, owning and gathering first-party subscriber data has never been more essential. In this insight, we explore how Salesforce Marketing Cloud (SFMC) empowers marketers to collect rich, actionable data using its advanced Interactive Emails capability. The Challenge of First-Party Data Collection As marketers, we strive to collect accurate, first-hand customer data to enable precise segmentation and deliver highly relevant, personalized content. Traditional methods, such as surveys and preference centers, can be effective—but let’s face it, how often do customers actually take the time to complete them? Similarly, the classic approach of Email > CTA Click > Landing Page > Form Fill > Submit has a steep drop-off rate. It requires multiple steps to succeed: This process often feels like a “strategy of hope”—with too many variables outside your control. As marketers, our goal should be to remove friction, making it as seamless and relevant as possible for customers to share their information. That’s where Interactive Emails in Salesforce Marketing Cloud come in. What Are Interactive Emails? Interactive Emails, built in SFMC’s Content Builder, are a powerful tool for collecting first-party data through forms directly embedded in the email. These emails allow you to progressively profile your audience without requiring them to leave their email client. This reduces bounce risks and simplifies the data collection process, leading to more successful outcomes. With Interactive Emails, you can collect valuable customer insights—preferences, attributes, and affinities—which fuel smarter segmentation and more targeted messaging. Why Interactive Emails Work Let’s say a subscriber signs up for your newsletter by providing only their email address. Over time, you want to learn more about their preferences and demographics to enhance your personalization efforts. Instead of relying on long and complicated workflows, you can use Interactive Emails to ask for additional information as part of a nurture or welcome journey. This approach keeps your ask simple and contextual, significantly improving response rates. Whether the customer is at the “Onboard,” “Discover,” or “Expand” stage of their journey, Interactive Emails let you target them with relevant, timely content and data capture requests. Content Builder’s Interactive Email Templates SFMC’s Content Builder offers five pre-built templates for creating Interactive Emails: You can also add hidden fields to pass values that aren’t visible to the submitter, allowing for additional flexibility and data tracking. Real-World Example: Home Depot Home Depot successfully leverages Interactive Emails to collect customer preferences and feedback without directing users away from their email. By embedding forms directly into the email, they create a frictionless experience, improving response rates and enriching their customer data profiles. Why Interactive Emails Are a Game-Changer Interactive Emails enable marketers to: By capturing first-party data in a seamless, low-effort way, you can turn basic interactions into valuable insights—without relying on outdated strategies or third-party data. To succeed in a cookie-less world, marketers need tools like Salesforce Marketing Cloud’s Interactive Emails to ensure they’re collecting the right data at the right time and delivering meaningful experiences to every customer. 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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February 12, 2023in Salesforce
Personalization in Marketing Cloud
11Feb

Personalization in Marketing Cloud

Salesforce Marketing Cloud offers various methods to personalize and dynamically adjust your email content. With Personalization in Marketing Cloud, however, distinguishing between AMPscript, Personalization Strings, and Dynamic Content can be challenging for those unfamiliar with the platform. Let’s break down these three tools and explore when each one is best suited for use. AMPscript AMPscript is like the “Iron Chef America” of email personalization. This programming language enables you to incorporate dynamic content into your emails, creating intricate logic and personalization, including conditional statements and loops. AMPscript empowers you to craft highly personalized and targeted emails, making recipients feel uniquely valued. However, AMPscript demands some technical proficiency and may be more intricate to utilize compared to other tools. If coding isn’t your forte, it’s advisable to defer to experienced professionals at Tectonic. Building relationships with developers can be invaluable—trust mes, it’s worth it! Personalization Strings On the flip side, Personalization Strings are like the “Easy-Bake Oven” of email personalization. They’re user-friendly and don’t necessitate technical expertise. Personalization Strings act as placeholders inserted into your email content, later substituted with data from a subscriber’s record. For instance, you can employ Personalization Strings to inject a subscriber’s name or location into your email. They offer a straightforward means to introduce basic personalization into your emails without needing technical know-how. However, don’t expect them to handle complex personalization tasks. Dynamic Content Dynamic Content operates akin to the “Pick-A-Meal Machine” at a fast-food joint. It enables you to craft various versions of the same email and exhibit distinct versions to different subscribers based on specific criteria. For instance, you can tailor one email version for male subscribers and another for female subscribers. Dynamic Content proves invaluable for creating highly targeted and personalized emails without necessitating complex logic or technical expertise. But, it’s more limited compared to AMPscript in terms of customization depth. Summary In conclusion, Salesforce Marketing Cloud furnishes multiple avenues for personalizing and dynamically altering your email content. With the right knowledge, you can select the appropriate tool for the task, crafting effective campaigns to engage your audience. Remember, AMPscript is for the adept or those fluent in developer-speak, Personalization Strings cater to the fundamentals, and Dynamic Content caters to the discerning tastes of the email world! 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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February 11, 2023in Salesforce Marketing Cloud

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