Salesforce Development Services Archives - gettectonic.com - Page 4
Benefits of Salesforce Experience Cloud
11Aug

Benefits of Salesforce Experience Cloud

Salesforce Experience Cloud: Transforming Digital Customer Engagement To understand the Benefits of Salesforce Experience Cloud we must understand what a customer or partner portal is intended to do. Salesforce Experience Cloud, previously known as Community Cloud, is a powerful digital experience platform (DXP) designed to help organizations create and deliver exceptional, customer-centric experiences across multiple channels. This platform goes beyond community management, offering tools for building and managing websites, portals, mobile apps, and integrating social media. Benefits of Salesforce Experience Cloud explored. Built on Salesforce Customer 360, Experience Cloud gives businesses a comprehensive view of their customers by connecting data from various sources. With these insights, businesses can create personalized experiences tailored to each customer’s preferences and needs. Organizations can use Experience Cloud to design portals, websites, and communities, providing seamless access to relevant information, collaboration tools, and resources. The platform’s flexibility allows businesses to enhance customer satisfaction, improve partner collaboration, and boost employee productivity. Key Benefits of Salesforce Experience Cloud Salesforce Experience Cloud offers numerous benefits that help businesses deliver seamless experiences across the customer journey. Here are some of its key advantages: 1. Seamless Integration Experience Cloud integrates effortlessly with other Salesforce products like Sales Cloud and Service Cloud, providing a unified platform for comprehensive customer management. 2. Scalability and Customization The platform is highly scalable, allowing businesses to expand their communities as they grow. With extensive customization options, businesses can tailor the platform to meet their specific needs and branding requirements. 3. Security and Trust Salesforce is known for its robust security features, ensuring customer data is protected at all times. Businesses can confidently manage sensitive customer information within Experience Cloud. 4. Extensive AppExchange Ecosystem Salesforce’s AppExchange marketplace provides access to a wide range of pre-built integrations and apps that enhance the functionality of Experience Cloud, allowing businesses to customize and extend their platform capabilities. Real-World Uses of Salesforce Experience Cloud Salesforce Experience Cloud is used by businesses across various industries to improve customer engagement, enhance collaboration, and boost productivity. Some key use cases include: 1. Partner Portals Experience Cloud enables businesses to create dedicated partner portals where partners can collaborate with internal teams, access resources, and share leads. This accelerates partner engagement and streamlines business processes. 2. Self-Service Portals Businesses can offer 24/7 self-service portals, allowing customers to access product information, troubleshoot common issues, and track their interactions. These portals help reduce the workload on support teams and enhance customer satisfaction. 3. Customer Communities Experience Cloud allows businesses to create customer communities where users can find personalized content, engage with other users, and access self-service resources. This promotes collaboration and reduces the strain on customer support teams. 4. Employee Communities Internal employee communities serve as hubs for company-wide communication, training, and collaboration. Employees can access resources, share knowledge, and seek support, ultimately boosting engagement and productivity. 5. Branded Mobile Apps Businesses can use Experience Cloud to develop branded mobile apps that give customers, partners, and employees convenient access to services, resources, and information on the go. 6. Social Media Integration Experience Cloud integrates with popular social media platforms, allowing businesses to engage with customers directly, share content, and respond to inquiries. Top Features of Salesforce Experience Cloud Salesforce Experience Cloud is packed with features that enhance customer engagement, streamline operations, and improve overall efficiency: Companies Using Salesforce Experience Cloud Nike and PUMA leverage Experience Cloud for personalization. Nike’s loyalty program and Puma’s mobile shopping experience are enhanced by the platform’s built-in mobile UX design and technical architecture, resulting in better customer engagement and increased sales. Bank of America and Wells Fargo use Experience Cloud to offer customer support through self-service portals and community forums, improving customer satisfaction and gathering valuable feedback. IBM uses the platform to create collaborative communities for employees and customers alike. With integrated tools like Salesforce Einstein and IBM Watson, the company has enhanced internal collaboration and customer service. Hulu uses Salesforce to power its Help Center, where customers can find answers, engage with other viewers, and leave feedback that shapes Hulu’s content. OpenTable relies on Experience Cloud for its Diner Help portal, a one-stop shop for dining-related queries, enhancing the user experience and operational efficiency. Choosing the Right Salesforce Experience Cloud Partner for Implementation When implementing Salesforce Experience Cloud, choosing the right partner is crucial to ensure success. Look for a partner with: With the right partner, like Tectonic, businesses can fully grasp the power of Salesforce Experience Cloud to deliver exceptional digital experiences that foster customer loyalty, drive business growth, and improve operational efficiency. Content updated October 2024. 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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August 11, 2023in Data, Salesforce, Salesforce Development Services, Salesforce Einstein, Salesforce Experience Cloud
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 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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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
Salesforce and Snowflake
26May

What Makes Snowflake So Popular?

Why opt for Snowflake over its competitors? What Makes Snowflake So Popular? One of Snowflake’s standout features is its multi-cloud capability, being accessible on major cloud platforms like Azure, AWS, and GCP. This is particularly advantageous for companies operating in multi-cloud environments, as they can seamlessly query Snowflake data from any of these platforms. Snowflake distinguishes itself as a true self-managed service, eliminating the need for users to handle hardware selection, installation, configuration, or management. Moreover, there is minimal software involvement, with ongoing maintenance, management, upgrades, and tuning efficiently managed by Snowflake. If your scaling requirements are primarily related to data warehousing, Snowflake’s data-centric scalability makes it a preferred choice. On the other hand, AWS might be more suitable for general infrastructure scalability across diverse cloud infrastructure components. Organizations opt for Snowflake’s cloud-built data warehouse to achieve significant benefits. These include reducing query times from hours to seconds, providing universal access to all business users, handling structured and semi-structured data swiftly, and doing so more cost-effectively compared to other data analytics platforms. Snowflake’s storage and compute separation enables seamless sharing of live data across business units, eliminating the need for data marts or maintaining multiple data copies. The flexibility to scale virtual warehouses based on specific needs, without concerns about underlying hardware, sets Snowflake apart. Additionally, its pricing model and central data repository contribute to enhanced flexibility, scalability, and cost-effectiveness. Furthermore, Snowflake allows users to share data with partners and customers, irrespective of region or cloud, fostering collaboration on a global scale. If you would like learn more about Snowflake cloud-build data warehouse, 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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May 26, 2023in Salesforce Development Services, Snowflake
Customer 360 Data Model
11Apr

Customer 360 Data Model

The Customer 360 Data Model simplifies the integration of data across cloud applications by providing standardized guidelines. It enables the extension of the data model for various purposes such as creating data lakes, generating analytics, training machine-learning models, and establishing a unified view of the customer. Organized into subject areas, the Customer 360 Data Model categorizes data into major business activities like customer information, product details, and engagement data. Each subject area comprises data model objects (DMOs), which serve as views of imported data from various sources such as data streams and insights. DMOs utilize attributes, or fields, to organize data in meaningful ways. They can be either standard DMOs, based on predefined schemas, or custom DMOs created directly within an organization. To utilize data imported into Data Cloud, it must be mapped to a DMO. This mapping process involves connecting a data source to Data Cloud and creating mapping sets between objects and fields within the source and the Customer 360 Data Model. The relationships between DMOs further consolidate disparate data, facilitating comprehensive analysis and utilization. The Customer 360 Data Model includes subject areas such as Case, Engagement, Loyalty, Party, Privacy, Product, and Sales Order, each serving specific organizational needs. Additionally, it encompasses individual and contact point objects, essential for complete data streams and ensuring consistency across applications and processes. Key object types within the Customer 360 Data Model include Individual, representing individuals dealt with in the system, and Contact Point objects like Email, Phone, Address, App, OTT Service, and Social handles. These objects capture essential information about individuals and their interactions. Moreover, attributes like Party Identification and Individual ID play crucial roles in data segmentation and identity resolution within Data Cloud. Individual ID Imported data customer identifiers must be mapped to the Individual ID field to drive identity resolution behavior and to receive accurate data when creating data segments. The Individual ID object is important to ensuring successful data in Data Cloud. When importing any customer information, it’s mapped to this object and remains consistent throughout the entire product. Data Cloud has a variety of data objects including data source objects (DSO), data lake objects (DLO), and data model objects (DMO). The Data Model offers a structured framework for organizing and utilizing data effectively, enabling organizations to derive actionable insights and enhance customer experiences across various applications and business processes. Tectonic is your source for Customer 360 Data Model from Salesforce. 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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April 11, 2023in Salesforce, Salesforce Development Services
Salesforce Telephony Integration
10Apr

Aircall and Salesforce Integration

Aircall offers inbound screen-pop and automation call logging.  Run outbound list dialer campaigns from any Salesforce list of records or reports. Aircall and Salesforce Integration. Use the Aircall Salesforce integration to place and receive phone calls directly in Sales Cloud or Service Cloud. With the Aircall Salesforce integration all calls are automatically logged directly into Salesforce and each caller’s history is saved. You can now very easily connect Salesforce with Aircall to ramp-up your CRM. Log calls will be created for any type of calls and will be assigned to the person who picks up the call. Does Salesforce have VOIP? Telephony in Salesforce is done through a VOIP (voice over internet protocol) service. Many offerings on the market provide this, including RingCentral, Natterbox, and Salesforce’s own Service Cloud Voice. What makes Aircall different? Aircall uses cloud-based technology so no more physical desk phones. Set up whole teams, in moments, no matter where they’re based. Benefit from performance insights and integrate Aircall with all your existing systems for better productivity. Salesforce CTI, or Computer Telephony Integration, is a feature that allows you to integrate your telephone system with your Salesforce account. This integration enables you to make and receive calls, view call history, and log call information directly from within 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 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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April 10, 2023in Salesforce Development Services, Salesforce Implementation Services, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce Success Story
18Feb

Case Study: Salesforce Innovation for Hospitality

Major hospitality management firm, moves to the cloud and adopts Google Cloud and Salesforce to improve operational insights and decision-making. Tectonic assisted them to move to the cloud and obtatin quicker, actionable insights with business intelligence. Salesforce Innovation for Hospitality.

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February 18, 2023in Google Analytics, Salesforce, Salesforce Development Services, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Optimization, Salesforce Success Stories
Snowflake Database
23Jan

Snowflake Database

What is Snowflake Database? Snowflake Database serves as the repository for an organization’s structured and semi-structured data sets, facilitating processing and analysis. It offers automated management of various aspects of data storage, including organization, structure, metadata, file size, compression, and statistics. Snowflake: The Global Data Cloud Platform Snowflake stands as a unified global platform powering the Data Cloud, connecting businesses worldwide across diverse data types, scales, and workloads, fostering seamless data collaboration. Understanding Snowflake Database Snowflake, a relational database hosted in the cloud, serves as a data warehousing solution. Leveraging infrastructure from Google Cloud Platform, Azure, and AWS, it combines traditional database features with innovative functionalities. Snowflake: More Than Just a Data Warehouse Snowflake’s Data Cloud encompasses a pure cloud-based SQL data warehouse, uniquely engineered to handle all data and analytics aspects. It offers high performance, concurrency, simplicity, and affordability unmatched by other data warehousing solutions. Snowflake Database’s Role in ETL Processes Snowflake streamlines data loading, transformation, and storage, eliminating the need for additional ETL tools. Its unique features, scalability, and security have led many organizations worldwide to adopt it as their primary Data Warehousing solution. Snowflake’s Integration with SQL and Python Built on a new SQL database engine, Snowflake’s data warehouse architecture is tailored for the cloud. Moreover, Snowflake provides first-class Python APIs for managing core resources, enabling seamless integration without SQL queries. Challenges and Advantages of Snowflake Despite its advantages such as scalability, performance tuning, and data security, Snowflake faces challenges like higher costs and limited support for unstructured data. Snowflake’s Position in Comparison to Other Databases Snowflake offers faster, easier-to-use, and more flexible data storage and analytic solutions compared to traditional offerings. It is not built on existing database technology or big data software platforms like Hadoop. Ownership and Integration Snowflake operates on major public clouds like AWS, Azure, and GCP, offering pre-warmed virtual machines to support rapid compute. Salesforce had a stake in Snowflake but sold its holdings, making Snowflake an independent entity. Snowflake vs. Salesforce: Choosing the Right Solution Snowflake is preferable for businesses requiring a versatile data platform, whereas Salesforce Data Cloud suits organizations already using Salesforce products due to its seamless integration. Some companies utilize both platforms for diverse needs. 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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January 23, 2023in Salesforce, Salesforce Data Cloud, Salesforce Development Services, Salesforce Implementation Services, Snowflake
Salesforce and Wrike
19Dec

Salesforce and Wrike

Can Salesforce and Wrike Integrate? Is this a project management solution? Absolutely! Wrike offers a seamless integration that empowers you to efficiently manage tasks related to closing deals and streamline internal processes such as requesting work from other teams and tracking work progress. Why Integrate CRM with project management tool Wrike? Integrating Wrike with your CRM transforms isolated interactions into cohesive projects that span across multiple teams. This integration reduces time spent on administrative tasks, enabling sales teams to access necessary information promptly and gain complete visibility into actions taken for each customer or lead. How Does This Benefit Sales Teams? Imagine having a comprehensive overview of all activities completed for each client, with automated workflows for requesting work from various teams. By integrating Wrike and Salesforce, you can significantly minimize email communications requesting task updates and enhance efficiency. This integration is a solid project management solution for Salesforce. What Are the Benefits of Wrike for Cross-Functional Teams? Integrating Wrike with your CRM provides cross-functional teams with full visibility into client-related work, regardless of the team responsible. This integration streamlines task requests and processes, allowing for timely project delivery and instant reporting on project statuses. Account admins can seamlessly integrate with Salesforce, enhancing collaboration between customer-facing teams using CRM and project management teams utilizing Wrike. This integration facilitates faster and more transparent communication between teams. Once set up, users can monitor task statuses directly within Salesforce. Any CRM object can be linked to a Wrike project or folder, enabling seamless work management across both platforms. Key Benefits of Salesforce-Wrike Integration: When Salesforce is integrated with Project Management Tools: This integration between project management and Salesforce offers tailored solutions to suit diverse business needs, enhancing collaboration and productivity across teams. 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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December 19, 2022in Salesforce Development Services
Salesforce Flow
14Dec

Salesforce Flow

Flow serves as a comprehensive platform designed for the creation and management of automated processes and workflows throughout the entire Salesforce ecosystem. Users harness the capabilities of SFDC Flow to construct personalized processes triggered by various events, including new record creation, task completion, or specific field updates. This flexibility empowers organizations to streamline and automate diverse business tasks, encompassing data validation, record manipulation, task assignments, and the development of custom interfaces for user input or data display. Customizable The customizable and adaptable nature of Flow enables users to craft processes tailored to their unique business requirements. This flexibility proves invaluable in enhancing efficiency, reducing errors, and saving time by automating repetitive and time-consuming tasks. Furthermore, Flow seamlessly integrates with other Salesforce features like Salesforce CRM, Salesforce Marketing Cloud, and Salesforce Einstein. This integration facilitates easy access to data from across the platform, enabling the creation of more potent and sophisticated processes. Salesforce Flow Flow is an indispensable tool for organizations seeking to optimize and automate business processes within Salesforce, leading to greater efficiency and productivity. Flows are an automation tool provided by Salesforce which can be used to perform various tasks like, Sending an Email, Posting a chatter, Sending custom Notifications &, etc. Flow is the most powerful automation tool provided by Salesforce. What are the benefits of Salesforce flow? Streamlines workflows and saves Time: Flow automates repetitive tasks and business processes, freeing up employees to focus on more critical and strategic work. Flow Builder is the most powerful tool that a Salesforce Admin has at their disposal, giving you similar powers that Salesforce developers have. If you need to perform mass updates across multiple unrelated records, or complex logic into opportunity conversion, these are common examples for when you should use Flow. What are the 5 types of flows in Salesforce? How many types of flows are there in Salesforce? The Flow can be classified into five subtypes- Screen flows, Schedule-triggered flows, Autolaunched flows, Record-triggered flows, and Platform Event-triggered flows. What triggers a flow in Salesforce? Creating or updating a record can trigger an autolaunched flow to make additional updates to that record before it’s saved to the database. A record-triggered flow can update a Salesforce record 10 times faster than a record-change process. Configure the record trigger in the Start element of your autolaunched flow. How many flows should you have per object Salesforce? You can configure your before and after flows to be executed on Create or Update, but Delete will need to be handled separately again. This means that, ultimately, the magic number of flows per object is three: Before create or update. After create or update. Can we create two flows on the same object in Salesforce? As per flow best practices in Salesforce we should create one record triggered flow per object per type/event or context. This idea comes from the Apex trigger framework. As we can create multiple record trigger flows, but it will be difficult to manage those multiple flows. Three characteristics of Flow Salesforce In Flow Builder, there are three groups of elements: Interaction, Logic, and Data. The Data Elements reach out from the flow instance and interact with Salesforce data, allowing the flow to retrieve information from or make changes to records in the database. What are three basic building blocks of flow? Flow has three major building blocks known as Element, Connector, and Resource. With the help of these blocks, you can easily develop Flows. Element represents an action that Flow can use to display or collect information from the Flow user, create or update records, delete records, or loop logic. What are flow templates in Salesforce? Templates are patterns that you can leverage to build a flow. All of the steps and field mappings are predefined, so you can select the template and enter the missing information for the various connectors used (such as connection secrets) to create a flow you can later customize to meet your business needs. What is difference between flow and trigger in Salesforce? Salesforce Flow is a no-code visual automation tool for multi-step processes, while Salesforce Trigger is a code-based automation tool for real-time, record-based actions. What are the limitations of flows? Complexity: While flows offer a visual interface for creating automation, complex business processes may still require advanced logic and customization beyond what flows can provide. 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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December 14, 2022in Salesforce, Salesforce Development Services
Salesforce developer
07Dec

Salesforce Developers

Salesforce serves over 150,000 customers across diverse industries, providing a Customer Relationship Management (CRM) platform and Salesforce Customer 360 that are instrumental in ensuring efficient business operations globally. Developers leveraging Salesforce technologies play a crucial role in solving intricate problems for customers, employing both code and Salesforce’s no-code tools. This context refers to all developers engaged with Salesforce technologies to craft solutions for customers and partners. While Salesforce has its team of developers dedicated to building products (for more details, check out our engineering blog), the insights shared here are relevant to anyone working within the Salesforce ecosystem. What is the role of Salesforce Developer? A Salesforce developer is a special type of computer programmer who writes software on the Salesforce CRM platform or another piece of Salesforce cloud technology. This ranges from creating websites to developing apps. A Salesforce developer works with computer code like JavaScript and HTML on a daily basis. In the realm of Salesforce, developers have the flexibility to create solutions using a combination of no-code tools and code, a methodology known as low-code development. Utilizing no-code customizations enables developers to address certain requirements without resorting to coding, resulting in reduced repetition and boilerplate code when coding is necessary. Salesforce offers a comprehensive range of products spanning sales, service, marketing, analytics, commerce, and more, with each component exposing APIs. Developers leverage these APIs to develop web apps on Heroku, enhance integration through MuleSoft, or customize standard applications. In essence, any developer has the potential to be a Salesforce Developer within this versatile and expansive ecosystem. What tasks does a developer undertake with Salesforce? Developers working with Salesforce technologies are primarily engaged in constructing customized business applications and solutions. They achieve this using either the Salesforce Platform, which encompasses Sales Cloud, Service Cloud, and Experience Cloud communities, or by utilizing Heroku. While certain developers specialize in specific areas, the majority can be classified as full-stack developers, adept at handling both back-end logic and front-end experiences. In addition to the Salesforce Platform, developers find diverse opportunities within the Salesforce ecosystem. Some focus on creating tailor-made marketing experiences using Marketing Cloud, while others delve into data analysis and unveil new insights through Tableau. There are developers dedicated to constructing captivating commerce experiences using Commerce Cloud’s PWA kit, and others who contribute to shaping their company’s digital headquarters by developing custom Slack apps. Every developer relies on code as their fundamental toolkit, prompting the question of which programming languages are prevalent in the Salesforce realm. The choice often hinges on the specific domain within the Salesforce ecosystem that one opts to engage with. Languages JavaScript and Apex stand out as the two primary languages in the Salesforce world. JavaScript is employed for front-end customizations, particularly in Lightning Web Components, while Apex is the predominant back-end language in the Salesforce ecosystem. The Salesforce Platform incorporates two domain-specific query languages. Salesforce Object Query Language (SOQL) mirrors SQL and serves as a query language for accessing data in the Salesforce multi-tenant database. On the other hand, Salesforce Object Search Language (SOSL) is a text-based search language designed to locate both data and documents stored on the platform. Certain Salesforce products support additional languages. Python and JavaScript are both supported by the Slack Bolt SDK. For customized marketing experiences in Marketing Cloud, AMPscript is a viable option. Integrations with MuleSoft involve writing data transformations in DataWeave. Working with dashboards in Salesforce CRM Analytics may involve using the Salesforce Analytics Query Language (SAQL) for refining visualizations. The recent addition of Data Cloud allows access to its data using SQL. The technology and language landscape within the Salesforce domain is diverse and extensive. Regardless of one’s interests, there is a niche to specialize in. No-Code Tools Given Salesforce’s provision of no-code customizations, every developer operating within the Salesforce ecosystem inevitably learns to leverage no-code tools supporting their work. Features that might be intricate to implement, such as wizards, data security rules, and basic user interface (UI) customizations, can be accomplished without any coding. While developers with prior enterprise software experience often find a seamless transition to Salesforce, this is not a prerequisite. Any developer, including those entering directly from college or transitioning from other software engineering backgrounds, can become a Salesforce Developer. If you need Salesforce developer help, contact Tectonic today. 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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December 7, 2022in Salesforce, Salesforce Development Services
Salesforce Service Cloud
01Dec

Salesforce Service Cloud Explained

Service Cloud, developed by Salesforce, functions as a powerful customer relationship management (CRM) tool explicitly tailored to bolster a business’s customer service operations. This platform streamlines communication between customers and companies, utilizing channels such as email support, live chat, and phone interactions to aid customer agents in promptly identifying and resolving customer issues. Service Cloud, as a comprehensive customer service platform, empowers businesses to effectively manage and resolve customer inquiries and issues. Its huge array of features encompasses case tracking, social networking plug-ins for conversion, and analytics. If you’ve recently engaged with a business through live chat or created a support ticket, chances are they were leveraging a system like SFDC Service Cloud. Revolutionize the way your service teams provide value across every customer touchpoint, encompassing customer experience, engagement, processes, automation, and service operations. By reimagining service with Service Cloud, businesses can enhance customer lifetime value, reduce operational costs, and optimize efficiency—from the contact center to the field. Achieve personalized support at scale with trustworthy Artificial Intelligence. Integrate every customer service process into the Einstein 1 Platform to decrease costs and boost productivity. Service Cloud provides businesses with a 360-degree view of their customers, enabling the delivery of faster, smarter, and more tailored experiences. Businesses can establish a connected knowledge base, manage case interactions, and facilitate live agent chat—all within a unified platform. Leveraging customer’s past activity data allows for personalized interactions and opportunities for upselling services or products. It’s important to note the distinction between Salesforce Sales Cloud and Service Cloud. Sales Cloud focuses on the sales process, managing leads, opportunities, and sales forecasts. On the other hand, Service Cloud is dedicated to addressing customer inquiries and cases, emphasizing exceptional customer service and support. Important Features of Service Cloud Custom Reports and Dashboards Utilizing real-time reports within SFDC Service Cloud empowers business owners to access a comprehensive case history of customers, facilitating informed decision-making. The associated dashboard provides professionals with a 360-degree view, enabling easy tracking of customer information and cases for efficient problem-solving. Salesforce Lightning Service Console The Salesforce Service Cloud console consolidates customer data across multiple devices and channels. It provides a unified view of customer interactions, encompassing emails, chats, social media mentions, and phone calls. Salesforce Service Cloud Case Management A case management system collects and organizes customer service interactions from various channels, allowing agents to respond promptly. Automated Case Routing Automation in case routing expedites resolutions by assigning tasks to personnel based on qualifications and skills, managing tasks across multiple service channels. Social Customer Service Empowering customer teams, Social Customer Service handles user queries on social media channels and directs them to relevant agents, offering a 360-degree view of customers. Asset and Order Management Tracking orders, assets, and support history in one place provides a comprehensive view, enabling personalized services and enhancing customer satisfaction. Telephony Integration Integrating with Computer Telephony Integration (CTI) systems boosts agent productivity, allowing viewing of customer information without picking up the phone. Benefits of Salesforce Service Cloud: Supplementary Products: Digital Engagement, Service Cloud Einstein, Service Cloud Voice, Customer Lifecycle Analytics, Salesforce Surveys Response Pack. Are you ready to achieve the best in customer service with Salesforce Service Cloud?  Contact Tectonic today to learn more. Tectonic is please to announce Salesforce Service Cloud Implementation Solutions. Content updated September 2023. 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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December 1, 2022in Salesforce Development Services, Salesforce Einstein, Salesforce Service Cloud
Salesforce Managed Services
09Nov

Automation Tools in Salesforce

What are the types of automation in Salesforce? What are the Automation Tools in Salesforce? The automation capabilities offered by Salesforce are based on two main categories: process automation (workflows) and data operations (data loading and cleansing). There are four main automation tools that Salesforce offers, each tailored to a specific purpose. What is an automation tool in Salesforce? Automation provides the tools necessary to automate repetitive processes and tasks for your business, such as creating a follow-up task, sending a reminder email, or updating a record. Automations can help users save critical time and reduce errors by creating processes to complete repetitive tasks. The Top 8 Best Salesforce Automation Tools What is data automation in Salesforce? Healthy automation enables users to focus on high-value work and reduces time spent on repetitive, manual tasks or complex data entry. Most often, automation means translating business processes from one form to another: from paper-based form to digital form, from an old system to a new one. What is the power of automation in Salesforce? By adopting Salesforce automation, you save time and resources, which can be redirected to more productive tasks. Sales automation can reduce daily administrative time by 14%. Moreover, it significantly enhances deal closure rates by 30% and boosts sales productivity by 14.5%. Why is Salesforce difficult to automate? Here are some of the reasons why Salesforce is difficult to automate from a technical perspective: Frequent system updates: Salesforce regularly update their platform to enhance user experiences or fix underlying issues. Unfortunately, these changes can impact user customizations and even standard uses of the platform. This is one reason many Salesforce customers opt to have a Salesforce Managed Service Provider. Disadvantages of Salesforce Flow Limited Customization and Complexity: While Salesforce Flow is considered user-friendly, it may not offer the customization and complexity required for some advanced automation tasks. Businesses with highly specific needs might find Flow somewhat restrictive. Which three components are used to automate a process in Salesforce? Use Flow Builder to automate most of your organization’s repetitive business processes. More features can provide further automation functionality, including approval processes, Flow Orchestration, Einstein Next Best Action, and Apex. Note: Use Flow Builder instead of Process Builder and workflow rules. Content updated January 2024. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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November 9, 2022in Data, Salesforce, Salesforce Development Services, Salesforce Flow, Salesforce Implementation Services, Salesforce Managed Services
28Oct

In App Guidance Salesforce

What is Salesforce In-App Guidance? Salesforce In-App Guidance is a pre-built tool empowering Salesforce Admins and power users with Managed Prompts and View All Profiles permissions to create customized training for user enablement or onboarding. These custom prompts are displayed on Salesforce Lightning pages, enhancing the user experience. How much does Salesforce In-App Guidance cost? Salesforce In-App Guidance is linked to a myTrailhead license for each user, incurring a cost of $25 per user per month. This fee is paid in addition to the standard Salesforce license cost for each user. What are the benefits of In-App Guidance? In-App Guidance streamlines the learning process, boosts digital adoption, minimizes the need for training sessions, and empowers users by actively guiding them through the software’s functionalities. What are the best practices for In-App Guidance? Effective in-app guides should be interactive, personalized, and contextual. It is recommended to avoid overwhelming users with information upfront and instead guide them in the context of their specific goals at different stages of their user journey. Businesses can create customized help content, target specific audiences, and schedule different flows. The tool also offers customizable reports with real-time insights into user engagement. One notable advantage of this functionality is its user-friendly, declarative nature, requiring no programming knowledge. Additionally, it can be filtered based on profiles and permissions for specific user groups. The two available types, Single Prompt and Walkthrough, offer distinct advantages. If you’ve explored Salesforce, you might have noticed the tool being used internally, such as to drive adoption for Einstein Search or provide reminders about searchable elements in a List View. Single Prompt: Walkthroughs: How to Use In-App Guidance: Implementation is straightforward, ensuring a quick turnaround for impacted end-users. The functionality is versatile, catering to various user groups in Salesforce, from sales to support to marketing. Setup & In-App Guidance Builder: Get Hands On: In app guidance provides a great user experience.  If you need assistance customizing your Salesforce instance with in app guidance, Tectonic can help.   Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 28, 2022in Salesforce Development Services, Salesforce Implementation Services, Salesforce Managed Services

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