, Author at gettectonic.com - Page 21
Better Sales and Services with Salesforce Unlimited Edition
26Dec

Better Sales and Services with Salesforce Unlimited Edition

Unified+ Edition (UE+): Elevating Salesforce Integration and Capabilities: Better Sales and Services with Salesforce Unlimited Edition The menace of siloed applications and disjointed tech stacks can haunt any company’s operational efficiency. In a market flooded with diverse products and services, the seamless integration of technology and a transparent purchasing process can significantly impact the overall user experience. Better Sales and Services with Salesforce Unlimited Edition Over the past few years, Salesforce clouds and various applications have witnessed substantial growth and transformation. In this busy time of evolution, the introduction of the Salesforce Unlimited+ edition (UE+) stands out. This insight explores the advantages and enhancements that the UE+ bundle brings to organizations, making it a comprehensive solution. Tectonic invites you to learn more. Going Beyond Unlimited: Following the launch of Sales Cloud Unlimited last year, Salesforce has not only focused on bundling popular products into a single SKU but has also aimed to provide an end-to-end solution addressing diverse customer needs. Unveiled at Dreamforce ‘23, UE+ is a significant stride toward achieving a fully integrated product suite. This comprehensive offering encompasses features for planning, communication, system integration, and end-user training, all consolidated into one unified package. By leveraging the power of AI, data, and CRM, UE+ simplifies the journey towards an elevated customer experience. While expectations were high for Data Cloud and Sales GPT to continue being part of Sales Cloud UE+, the delightful surprise of including Sales Planning, Revenue Intelligence, and Slack has elevated its appeal. UE+ for Sales and Service: Sales and Service Clouds, as Salesforce’s flagship products, have continually evolved into comprehensive solutions for organizations of varying complexities. Sales Cloud UE+ integrates everything from other Sales Cloud editions but with additional benefits, including extra Data Cloud and Einstein credits, Sales Planning, Salesforce Maps, Enablement, Revenue Intelligence, and Slack, contributing to an ideal customer experience. Similarly, Service Cloud UE+ enriches the offerings of other Service Cloud editions by adding Data Cloud, extra Einstein credits, Service Cloud Voice, Digital Engagement, Feedback Management, Self-Service, Slack, and CRM Analytics. This combination enhances issue resolution for agents and empowers customers with generative AI search capabilities. UE+ for Your Industry: Available now, UE+ for Industries combines everything from Sales and Service UE+ with industry-specific capabilities and data models. This holistic approach ensures a rapid return on investment, reducing implementation costs and duration. Final Thoughts: For organizations aiming to scale Salesforce processes and enhance functionality comprehensively, UE+ presents an enticing solution. Whether an existing Salesforce customer or a newcomer, UE+ serves as the awaited bundle to mitigate the risks associated with disconnected systems, paving the way for a seamless generative AI journey. Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

Read More
December 26, 2023in Salesforce, Salesforce Slack
Salesforce Summer 24
22Dec

Other Salesforce Spring 24 Release Updates

Other Salesforce Products and Services Get the latest information on features from Customer Success Group, Heroku, IdeaExchange, and Trailhead GO-other Salesforce Spring 24 Release Updates. Other Salesforce Spring 24 Release Updates Customer Success Group Salesforce Customer Success gives every customer access to resources and expertise from the world’s most extensive success ecosystem. From easy-to-use resources to embedded solution experts, we help you create your own path to success. With each release, we introduce new and better ways to help you see results from all your Salesforce products. Highlights for Spring ’24 include: Get to know Success Plans by visiting our overview page or taking the Salesforce Success Plans Trailhead module. Or visit the Salesforce Help Portal for more resources. To learn more about how to maximize your Salesforce success, check out our Success Now Handbook. Heroku Heroku is a cloud-based application platform for building and deploying web apps. For information on new features, go to the Heroku Changelog. IdeaExchange Share ideas with the Trailblazer community and Salesforce product managers with the IdeaExchange. In 2021, we rebuilt the IdeaExchange on Lightning Experience. The current version features an improved search experience that aids discoverability, more informative idea records, and search-as-you-type dupe detection to help avoid posting the same idea twice. For more information, visit the IdeaExchange. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

Read More
December 22, 2023in Salesforce
Marketing Cloud Growth and Advanced Editions
22Dec

Marketing Cloud Growth and Advanced Editions

While Growth Edition is tailored to small businesses looking to get started with robust marketing automation, Advanced Edition caters to companies that need more sophisticated tools to scale personalization efforts, improve customer engagement, and streamline workflows. It offers additional features, including real-time journey testing, predictive AI for customer scoring, and advanced SMS capabilities, allowing businesses to enhance every touchpoint with their customers.

Read More
December 22, 2023in Data, Enterprise, Marketing Automation, Salesforce, Salesforce Data Cloud, Salesforce Implementation Services, Salesforce Marketing Automation, Salesforce Marketing Cloud, Technology
Capture UTM Parameters in Wordpress Forms
14Dec

Simple Steps to Capture UTM Parameters in WordPress Forms

4 Easy Steps to Capture UTM Parameters in WordPress Forms Using Attributer Capturing UTM parameters within WP Forms using Attributer is simple. Just follow these four straightforward steps: Capture UTM Parameters in WordPress Forms About Attributer: Attributer is a robust tool designed for capturing UTM parameters within WP Forms. It operates by collecting technical user data such as UTM parameters, HTTP referrer information, and device details. By categorizing each visit into channels and storing the information as a cookie in the visitor’s browser, Attributer facilitates the automatic completion of hidden fields when a user submits a WP Form. Founded by a B2B marketing consultant, Attributer optimizes marketing ROI by precisely identifying the channels that convert visitors into leads and customers. Choosing Attributer offers a superior alternative to capturing raw UTM parameters, enabling a more refined and insightful data collection process. Like Related Posts 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 Snowflake and Salesforce with Embed Snowflake has deepened its partnership with investor Salesforce by introducing two tools that seamlessly connect their cloud-native systems. Snowflake and Read more Salesforce CDP Explained What is a Customer Data Platform (CDP)? A Customer Data Platform (CDP) is one of the most transformative tools in Read more What is BI in Salesforce? Salesforce BI helps to create fast, digestible reports to help you make informed decisions at the right time. Salesforce Einstein Read more

Read More
December 14, 2023in Salesforce Data Cloud
what is net promoter score
23Nov

What is Net Promoter Score

What is net promoter score and what does it really tell you? Here’s a breakdown of the pros and cons of tracking Net Promoter Score (NPS): Pros: Cons: In summary, while NPS offers valuable insights into customer loyalty and satisfaction, it’s essential to recognize its limitations and complement it with other metrics and qualitative feedback for a holistic understanding of the customer experience. Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

Read More
November 23, 2023in Salesforce
MC Personalization Tips and Tricks
08Nov

MC Personalization Tips and Tricks

Salesforce Marketing Cloud Personalization, formerly Interaction Studio, offers incredible power for personalization. MC Personalization Tips and Tricks below will help you level up your game. Einstein Recipes: Enhancements and Challenges Multiple Dimensional Variations for Products in Einstein Recipes Einstein Recipes offer powerful and flexible tools for creating recommendations. However, the fourth step, Variations, falls short compared to other options. Currently, you can configure only a single Dimensional Variation. While multiple Item Types are available, once you select one, you cannot limit recommended products to specific numbers per category or brand. This limitation hinders control over product recommendations, especially for e-commerce sites with diverse catalogs. Unlike Dimensional Variations, multiple Boosters or Exclusions of the same type can be configured differently, which would be a valuable feature to add for Variations. Department Variation for Products in Einstein Recipes Einstein Recipes allow Dimensional Variations at the Category level, but only for primary categories. There is no option for Department (master category) level, which is limiting for e-commerce sites with broad category trees, such as: Recommendations with Category Variation set can still be dominated by similar products due to similar primary categories. Two solutions could address this: Price Reduction Ingredient in Einstein Recipes Triggered Campaigns in Journey Builder can target various events, including Catalog Triggers. Some triggers, like Product Expiring Soon, are available for Web with Einstein Recipes Ingredients. However, there is no Ingredient for the common e-commerce use case of Price Reduction. Marketing Cloud Personalization (Interaction Studio) has the required price and listPrice attributes for Triggered Campaigns. A workaround involves calculating price reductions externally and passing this information to a Related Catalog Object. More efficient solutions would be: Rating Count in Recipe’s Rating Exclusion Marketing Cloud Personalization offers Exclusions/Inclusions on Recipes to fine-tune recommendations. One option is to exclude/include items based on their rating, with an optional zero rating capture. It would be beneficial to include an option to filter based on rating count, allowing for: Currently, such filters can only be applied on the server side in the Template, which can limit recommendations. Having this feature at the recipe level would be more powerful. Abandoned Cart Retention Setting Marketing Cloud Personalization captures cart information for Einstein Recipes recommendations. However, cart content remains indefinitely unless managed proactively. A workaround involves a Web Campaign that checks cart age and pushes a clear cart action if necessary. A better solution would be a configurable option in MCP settings to automatically remove old cart data. Catalog Enhancements Full MCP Category Hierarchy Support for ETL Marketing Cloud Personalization can create a hierarchical tree of categories with automatic summing of views and revenue. However, this is currently possible only under specific conditions, such as having one Category per product and using a Sitemap format. This limitation is problematic, as ETL is often a better way to manage it. The Category ETL already provides detailed information using department and parentCategoryId attributes, but this data does not replicate the drill-down hierarchy in the Catalog UI or pass data from the bottom Category up. Ensuring feature parity between Sitemap and ETL would be beneficial. Segmentation Enhancements MCP Action Name Management Marketing Cloud Personalization captures actions from multiple sources but does not allow managing created actions. An option to view and remove unnecessary actions would improve user experience by reducing the number of options in the segmentation/targeting picklists. An even better solution would be to merge existing actions, preserving behavioral data after refactoring action names. MCP Hourly-Based Segmentation Rules Currently, segmentation rules in Marketing Cloud Personalization are based on days, limiting on-site campaign targeting. For example, to display an infobar for abandoned cart users, the current segmentation can only show users who have not performed a Cart Action today. Hourly-based segmentation rules would allow more precise targeting, showing users who have not performed a Cart Action in the last hour. Adding a picklist to choose between day or hour-based rules would enhance segmentation capabilities. Full MCP Catalog Export Marketing Cloud Personalization supports manual catalog export but only with limited data. The current export file lacks complete catalog data (e.g., promotable and archived attributes), making it unsuitable for ETL sources. An option to export the full catalog data, matching the ETL schema and including hidden items, would greatly benefit debugging and batch-modifying items for subsequent ETL import. Full MCP Catalog Metadata Visibility Marketing Cloud Personalization supports viewing custom attribute metadata in the Catalog but is limited to ETL updates. Extending this to built-in attributes and including origin and lastUpdated values for all sources (Sitemap, Mobile App, Manual update, API) would simplify debugging Catalog metadata issues, reducing admin/developer work and support tickets. ETL Enhancements External Email Campaign ETL Experience Name & ID External Email Campaign ETL allows passing behavioral data but is limited to Campaign ID and Campaign Name. To fully leverage this data in segmentation, it should also support Email ID and Email Name. Adding Experience ID and Experience Name fields to the ETL would enable targeted personalization, allowing segmentation on entire campaigns or specific emails within campaigns. External Email Campaign ETL Send Segmentation External Email Campaign ETL passes Send, Click, and Open data but does not support segmentation based on Send events. Enabling segmentation rules for Send events would unlock use cases like targeting Web or Push campaigns to users who received an email campaign but did not open it, fully leveraging cross-channel and real-time personalization. External Email Campaign ETL Unsubscription Event Type External Email Campaign ETL passes Send, Click, and Open data but cannot pass unsubscriptions. Including the Unsubscribe event would enable targeted campaigns like surveys about unsubscription reasons, win-back campaigns, or replacing email subscription prompts with other channel recommendations. By addressing these enhancements and challenges, Salesforce Marketing Cloud Personalization (Interaction Studio) can further improve its capabilities and provide more precise, effective, and user-friendly tools for personalized marketing. Reporting Enhancements: Direct Attribution at the MCP Campaign Level Current Reporting in Marketing Cloud Personalization (MCP) Marketing Cloud Personalization (Interaction Studio) offers various reports based on Activity, Results, and Visits. However, it

Read More
November 8, 2023in Salesforce Development Services, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Personalization
Hubspot vs Salesforce
21Oct

Hubspot vs Salesforce

HubSpot began as a marketing automation solution tailored for small businesses, but it has since grown into a comprehensive Enterprise CRM, integrating marketing, sales, CMS, and service functionalities. While Salesforce continues to be a popular choice for CRM, more teams are increasingly turning to HubSpot for its marketing automation capabilities. HubSpot is a leading platform in CRM, marketing, sales, and customer service software, with a clear mission: to empower companies to optimize their sales processes and drive growth. HubSpot offers a range of resources centered around its five main products or “Hubs,” with the Marketing Hub and Sales Hub being the most prominent. HubSpot vs. Salesforce: Key Differences Salesforce is known for its robust reporting and extensive customization options. In contrast, HubSpot offers a smoother learning curve, a more intuitive interface, and a comprehensive suite of marketing and sales tools, all available at an accessible price point, including a free tier. Integrating HubSpot with Salesforce Integrating HubSpot with Salesforce allows you to streamline operations, creating a seamless and efficient connection between the two platforms without the need for complex technical setup. Key Benefits of HubSpot-Salesforce Integration: Enhanced Data Management The HubSpot-Salesforce integration simplifies and accelerates data management by eliminating manual data transfers and reducing the risk of errors. Syncing all relevant business data to HubSpot in just a few clicks provides deep insights into customer interactions and preferences, enabling you to deliver personalized experiences that boost engagement and foster customer loyalty. Empowering Sales Teams The integration enables seamless bi-directional synchronization, giving your sales team critical lead intelligence. By customizing record syncing and providing lead scores from HubSpot to Salesforce, sales teams can prioritize their outreach efforts more effectively, ultimately leading to increased deal closures. Bridging the Gap Between Marketing and Sales Close the gap between marketing and sales by using Salesforce data to personalize emails, segment databases, and send emails on behalf of sales representatives. The integration eliminates the need for manual exporting and importing of lists and campaign responses, while also allowing you to track revenue from closed-won deals in HubSpot, attributing campaigns directly to the revenue they generate. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

Read More
October 21, 2023in Marketing Automation
Improve Customer Experience
18Oct

Shifting Trends in Customer Experience

Shifting Trends in Customer Experience Technology Amid Economic Challenges The customer experience technology market has expanded significantly over the past decade. However, the current economic climate is causing a slowdown in sales for this previously unstoppable industry. This shift reflects changes in how decision-makers approach purchasing customer experience software today. The Rise and Current State of CCaaS In recent years, there has been a surge in the adoption of CCaaS (Contact Center as a Service) within the customer experience technology stack. CCaaS is a cloud-based customer service solution that allows companies to operate a contact center without maintaining physical infrastructure or extensive on-premises equipment. Many leaders in CCaaS companies describe their current sales cycles as “weird,” indicating that inflation and global economic instability have finally impacted customer experience technology. Challenges in the Sales Process Brian Millham, Salesforce’s Chief Operating Officer, noted that Salesforce is experiencing “elongated deal cycles, deal compression, and high levels of budget scrutiny.” This means that getting a B2B sales prospect to say “yes” takes longer, clients are paying less, and more people are involved in the decision-making process, causing further delays. This results in frustration for software sales teams, uncertainty for marketing budgets, and broader impacts on related industries. Impact on Other SaaS Providers Workday, a SaaS application business, has lowered its revenue forecasts for the year, citing that larger customers are taking longer to finalize deals in a wavering economy. CEO Carl Eschenbach highlighted that although win rates remain strong, there is increased deal scrutiny compared to previous quarters. This sentiment is echoed across vendors selling customer experience or employee experience software. Marketing Budget Constraints Marketing leaders at customer experience software companies have described the current situation as a “tin-can” scenario when looking for marketing budgets. Despite many companies claiming that their customers are their top priority, economic anxiety leads to cuts in customer experience technology investments. Leaders are questioning the critical need for such technology, and many industries are answering with caution, reflecting a shift in technology purchasing decisions. The Role of AI in Customer Experience There were high expectations for new AI additions to software products, but the results have been mixed. Cosimo Spera, founder of Minerva CQ, noted that many companies testing AI solutions to improve customer experience have reported slow adoption by agents, resulting in increased agent handling time and costs without significant improvements in customer satisfaction or net promoter scores. Joe Fernandez, who founded Klout and is now building AllUp, remarked that companies are in a “wait and see” mode regarding AI, preferring to see stable outcomes before investing heavily in new products. Customer Experience Declines A recent WSJ article reported that customer experience in the U.S. has declined for the third year in a row, based on a Forrester report analyzing consumer perceptions. Consumers are skeptical, feeling that higher prices are not yielding better experiences. This global trend impacts various industries, underscoring the interconnected nature of today’s economy. Rethinking Contact Center Strategies Contact center consultant Michele Crocker, who has nearly 30 years of industry experience, advises companies to rethink their contact center operations rather than making sweeping cuts. She suggests optimizing organizational design and staffing, eliminating unnecessary recurring subscriptions, renegotiating vendor prices, auditing IT expenses, and considering more shared services. Crocker emphasizes the need for a leadership talent assessment to ensure the right leaders are in place to implement strategic growth agendas. She also highlights the potential savings in software costs through renegotiations and the importance of closely monitoring software licenses to avoid waste. A Contrarian Approach In times of economic downturn, a contrarian approach might be beneficial. Despite the slowdown in B2B spending, doubling down on customer experience initiatives could yield significant long-term benefits. Superior customer experiences lead to higher retention rates, increased word-of-mouth referrals, and greater customer loyalty. As many companies cut back on customer experience programs, those that maintain or enhance their efforts will be well-positioned to excel once the economy stabilizes. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

Read More
October 18, 2023in Technology
Einstein 1 Unveiled
03Oct

Einstein 1 Unveiled

Salesforce Unveils Einstein 1: Enhancing Productivity and Fostering Customer Trust through Data, AI, and CRM-Einstein 1 Unveiled In September, Salesforce introduced the Einstein 1 Platform, a groundbreaking advancement that merges the capabilities of Salesforce Data Cloud with Einstein AI. This innovative platform harnesses a trusted metadata framework, enabling companies to effortlessly connect data and build AI-driven applications with minimal coding, thereby revolutionizing CRM experiences. Why it Matters: With customer data scattered across an average of 1,061 applications and limited integration, Salesforce addresses the challenge of fragmented customer data stacks. The metadata framework bridges this gap by offering a unified view of enterprise data, allowing organizations to customize user experiences across low-code platform services like Einstein for AI predictions, Flow for automation, and Lightning for user interfaces. Data Cloud Integration: The Einstein 1 Platform now seamlessly integrates with Data Cloud, a real-time hyperscale data engine processing 30 trillion transactions per month and harmonizing various data sources to create unified customer profiles. This integration unlocks siloed data, facilitating rich customer profiles and enabling new CRM experiences. Scalability and Automation: The platform supports thousands of metadata-enabled objects per customer and can handle up to 20,000 events per second. It enables the integration of massive data volumes from various sources, triggering flows and interactions with enterprise systems, including legacy ones. Analytics Offerings: Salesforce provides a suite of analytics solutions, including Reports and Dashboards, Tableau, CRM Analytics, and Marketing Cloud Reports. The common metadata schema and access model of the Einstein 1 Platform allow these solutions to operate on the same data, delivering comprehensive insights. Free Access to Data Cloud: Customers with Enterprise Edition or above can now access Data Cloud at no cost, empowering them to ingest, harmonize, and explore their data, thereby accelerating their AI journey. Einstein’s Conversational AI Assistant: The next generation of Einstein introduces Einstein Copilot, an out-of-the-box conversational AI assistant embedded in every Salesforce application. Copilot enhances productivity by responding to natural language queries with secure, proprietary company data from Data Cloud. It also proactively suggests actions and options to users. Einstein Copilot Studio: Companies can develop custom AI-powered apps with Einstein Copilot Studio, which facilitates the creation of AI models for various business tasks, making it adaptable for consumer-facing channels and messaging platforms. Einstein Copilot and Einstein Copilot Studio operate within the secure Einstein Trust Layer, ensuring data privacy and security. Salesforce’s Einstein 1 Platform represents a significant milestone in AI-powered CRM, providing companies with a seamless way to leverage AI, streamline processes, and deliver exceptional customer experiences. By Tectonic Salesforce Marketing Architect, Shannan Hearne Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

Read More
October 3, 2023in Einstein 1 Platform, Einstein Insights, Salesforce
Salesforce Education Cloud Explained
18Aug

Salesforce Education Cloud Explained

It’s back to school time. And there is no better time to discuss Salesforce Education Cloud! Powering the Learner Lifecycle with Pre-Built Apps Boost productivity with ready-to-use, customizable apps tailored for every stage of the learner journey. Instant Analytics and Intelligence Gain real-time insights to deliver personalized support for prospects, students, and alumni, right at your fingertips. Learner-Centric Data Foundation Accelerate your start with education-specific objects, logic, and automation built on the world’s leading CRM platform. Core Capabilities for Your Entire Institution Enhance the impact of faculty and staff with versatile features like scheduling and case management, adaptable across any department. Education Cloud: The AI-Driven CRM for Education Transform the educational experience with the #1 AI-powered CRM designed for learner and institutional success. Discover the key features of Education Cloud, which accelerates time to value for institutions of all sizes, making it easier to create personalized experiences for every lifelong learner. The Impact of Education Cloud Source: Forrester Total Economic Impact Report How Education Cloud Works Education Cloud offers comprehensive tools for various institutional needs, from managing households and relationships to scheduling appointments and supporting academic operations. Core Capabilities of Education Cloud Education Cloud is designed with flexibility to meet the evolving needs of your institution. Built on a learner-centric data foundation, it scales with your growth and provides each department with essential capabilities to maximize impact across the entire institution. Featured Capabilities Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

Read More
August 18, 2023in Salesforce Education Cloud
Google Search Goes AI
12Aug

Google Search Secrets

Google is a veritable plethora of information. It likely doubles weekly. But getting the best search results occasionally requires knowing some Google search secrets. There are times when a story needs to be prefaced by a story. This is one of those times. I’m old. I’m so old that I remember card catalogs and going to a physical library to do research. I also remember phones hardwired to walls and a quarter being sufficient to call someone who cares. But I digress. I began using the internet as a research tool in 1992. Let me tell you, folks, in 1992 you didn’t “tell” a search engine what you were looking for an it auto-completed your query and found you results. Very often you did your searching using Boolean search. Boolean search is a structured search process that uses words and symbols to limit, broaden, or define search results. These words and symbols are called Boolean operators, and the most common ones are AND, OR, and NOT. Boolean search can be used in search engines and databases to produce more relevant and accurate results. Sounds pretty simple, right? But if I’m looking for resumes of Oracle DBAs who don’t work at Oracle, never worked at IBM, either graduated from Yale or Dartmouth, and are currently in the job market I’m writing one heck of a Boolean search string. I won’t bore you with what that looks like, my point is just that search and search engines have come a long way. Without further ado, here are some of my favorite Google search secrets. You can narrow your search by file type. If you only want to see spreadsheets or pdfs, you can add filetype:excel or filetype:pdf to your query. Then your search results only include the desired file type. What if you only want to cite resources from before a certain date? Use ‘before” to find results before a certain date. You can do this in a year-month-day or year only format. Add before:2024 to your search string. Likewise if you only want to see results after a specific date you can use the same logic with after:2024 in your search string. You might even use both if you were layering your resources by time period such as year or decade. Or you can actually search by date range. Use ‘..’. Oracle DBA 2019..2024. You can ask Google to provide results only from one specific website. If you don’t want to see everything everyone wrote about Salesforce, and only want to see a Tectonic resource add site:gettectonic.com to your search query. More and more Google is using some fuzzy logic. Essentially this means it is infering what it thinks you want to know. Just like the auto-complete feature when you begin typing in a query, that fuzzy logic will question your selection if there is a typing error or misspelling, or even if Google just thinks it is smarter than you. You can create your own variation of fuzzy logic with the OR operator. In the example above of our DBA resume we would type Yale OR Dartmouth. You can also use a wild card in your search. If you aren’t sure about a word that might be in your search phrase, you can replace ith with ‘*’. Maybe I’m looking for who makes 5G phones. I might search for 5G cell phone by *. When you want results meeting an exact search term, add quotation marks. Such as “Tectonic Solution Architects” to only see solution architects at Tectonic. Good old AND from the Boolean days still is around. If you want to see results that combine two search topics use AND in your search. Such as Solution Architect AND Tectonic AND Salesforce. What if after you run your Google search you find a lot of information you weren’t looking for? You can use ‘-‘ to signify a negative word you don’t want to see in the results. Going back to our resume example, you can use the negative operator to deal with not currently working at Oracle and never having worked at IBM. If you’ve ever read or written an IT resume you recognize that Oracle and/or IBM may very well exist other than as employment. What are your favorite Google search secrets? Comment below. Written by Tectonic Salesforce Architect, Shannan Hearne. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

Read More
August 12, 2023in Salesforce
can-spam act
09Aug

CAN-SPAM Act

Do you use email for your business? The CAN-SPAM Act, a law that regulates commercial email, sets requirements for these messages, grants recipients the right to stop receiving emails, and imposes significant penalties for non-compliance. The FTC enforces the CAN-SPAM Act and the associated CAN-SPAM Rule. Contrary to what its name might suggest, the CAN-SPAM Act isn’t limited to bulk email. It applies to all commercial messages, which are defined as any electronic mail message primarily intended to advertise or promote a commercial product or service, including emails that promote content on commercial websites. The law also applies to business-to-business email, meaning every email, such as one announcing a new product line to former customers, must adhere to CAN-SPAM regulations. Each individual email that violates the CAN-SPAM Act can result in penalties of up to $51,744, making compliance crucial. Fortunately, following the law is straightforward. Here’s an overview of CAN-SPAM’s key requirements: Frequently Asked Questions: Q: How do I know if the CAN-SPAM Act applies to the emails my business sends? A: The law applies based on the “primary purpose” of the message. An email can contain three types of content: If the message’s primary purpose is commercial, it must comply with CAN-SPAM. If it’s transactional or relationship-based, it must still avoid false or misleading routing information but is otherwise exempt from most CAN-SPAM requirements. Q: How can I determine if an email is a transactional or relationship message? A: An email is transactional or relationship-focused if it: These categories are interpreted narrowly, so be careful when assuming that any message sent to subscribers or members is transactional or relationship-based. Consider whether a reasonable recipient would view the email’s primary purpose as fitting into one of these categories. If not, the email must comply with CAN-SPAM. Q: What if an email combines commercial and transactional/relationship content? A: When an email includes both commercial and transactional/relationship content, the primary purpose determines its status. If the subject line leads a recipient to believe the message is primarily commercial or if the transactional/relationship content isn’t prominent at the beginning, the email is considered commercial and must comply with CAN-SPAM. Need More Information? For more detailed guidance on CAN-SPAM compliance, refer to the full CAN-SPAM Act or consult the FTC’s resources. Q: What if a message contains both commercial content and content classified as “other”? A: If a message includes both commercial content and other types of content, the CAN-SPAM Act applies if the primary purpose of the message is commercial. This determination is made if: Factors that influence this interpretation include the placement of the commercial content (e.g., whether it appears at the beginning of the message), the proportion of the message dedicated to commercial content, and how elements like color, graphics, and text style are used to emphasize the commercial aspects. Q: What if an email includes content from more than one company? Who is responsible for CAN-SPAM compliance? A: When an email promotes the products, services, or websites of multiple marketers, the responsible “sender” under the CAN-SPAM Act is typically determined by agreement among the marketers. The designated sender must: If the designated sender fails to meet these obligations, all marketers involved may be held liable as senders. Q: My company sends emails with a “Forward to a Friend” feature. Who is responsible for CAN-SPAM compliance for these forwarded messages? A: Whether a seller or forwarder is considered a “sender” or “initiator” under the CAN-SPAM Act depends on the situation. Typically, the Act applies if the seller offers an incentive for forwarding the message, such as money, discounts, or sweepstakes entries. In such cases, the seller is likely responsible for compliance. If a seller provides any benefit in exchange for forwarding an email or generating traffic, they are likely subject to CAN-SPAM regulations. Q: What are the penalties for violating the CAN-SPAM Act? A: Each email that violates the CAN-SPAM Act can result in penalties of up to $51,744, with the possibility of multiple parties being held responsible. Both the company whose product is promoted and the company that sent the message can be liable. Additionally, emails that contain misleading claims may be subject to other laws, like Section 5 of the FTC Act, which prohibits deceptive advertising. The CAN-SPAM Act also includes aggravated violations that could lead to additional fines and even criminal penalties, including imprisonment, for: Civil penalties may also require restitution to consumers under Section 19 of the FTC Act, covering not just what consumers paid, but also the value of their lost time. Q: Are there specific rules for sexually explicit marketing emails? A: Yes, the FTC has rules under the CAN-SPAM Act for emails with sexually explicit content. These emails must start with “SEXUALLY-EXPLICIT:” in the subject line. The body of the email must initially display only this warning and the standard CAN-SPAM information: the message’s commercial nature, the sender’s physical address, and an opt-out method. No images or graphics are allowed in this part of the message, ensuring that sexually explicit content isn’t viewable without an affirmative action, like scrolling or clicking. This requirement doesn’t apply if the recipient has previously given consent to receive such messages. About the FTC The FTC is dedicated to preventing fraudulent, deceptive, and unfair practices affecting businesses and consumers. You can report scams and unethical business practices at ReportFraud.ftc.gov. For guidance on legal compliance, visit business.ftc.gov. Understanding and fulfilling your compliance obligations is smart business practice, regardless of your organization’s size or industry. For updates on cases and initiatives, subscribe to the FTC’s Business Blog. Your Opportunity to Comment The National Small Business Ombudsman and 10 Regional Fairness Boards collect feedback from small businesses regarding federal compliance and enforcement activities. The Ombudsman evaluates these activities annually and rates each agency’s responsiveness to small businesses. Comments can be submitted without fear of reprisal by calling 1-888-REGFAIR (1-888-734-3247) or visiting www.sba.gov/ombudsman. Content updated January 2024. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their

Read More
August 9, 2023in Salesforce
Salesforce Success Story
20Jul

Case Study: Service Cloud Experience Cloud Federal Nonprofit Talent Acquisition

Military congressionally chartered, federally supported non-profit corporation that sustains and equips the armed forces. Client employs nearly 170,000 professionals to support and sustain the global mission of the armed forces. Service Cloud Experience Cloud Federal Nonprofit Talent Acquisition. Industry: Federal – Military Process Gaps: Client’s lack of a digital processes for talent acquisition hindered their ability to find and develop top-tier employees. The repository was incomplete, inaccurate, disconnected from other departments within the business ecosystem with no checks & balances in place – resulting into inefficient talent acquisition lifecycle that could not be tracked. Implemented : Technologies integrated : Our solution? Tectonic assisted with the successful implementation of Salesforce Sales Cloud, Experience Cloud, API Integrations and Advanced SF Security. Key activities included: Results: With Salesforce Public Sector Solutions, you can improve the provision of public services, expedite processes, and promote community trust and well-being. These solutions, which are specifically designed for government enterprises, use state-of-the-art technology to streamline workflows, guarantee compliance, and expedite operations. Discover the revolutionary potential of Salesforce in the areas of emergency program Salesforce offers digital transformation technology for government and public sector industries. If you are considering a Salesforce recruiting solution, contact Tectonic today. Like2 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

Read More
July 20, 2023in Public Sector Solutions, Salesforce, Salesforce Development Services, Salesforce Experience Cloud, Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Public Sector Solutions, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Stories

Subscribe to our mailing list. Join our mail list to receive our newsletter

We'll keep you up to date with our latest news, insights, free resources, and much more.
Don't worry, we won't spam you.
gettectonic.com