Salesforce Implementation Services Archives - Page 3 of 11 - gettectonic.com
Salesforce Success Story

Case Study: Financial Services-Community Bank-Marketing Cloud/Customer 360

“The Tectonic team showed strong knowledge of the SFMC platform. They listened to our specific needs and use cases and crafted a customized and creative approach to meet our needs. They were reliable and communicative throughout the entire project.”

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Salesforce CPQ

Choosing a New Salesforce for Outlook Solution

6 Tips for Choosing a New Salesforce for Outlook Solution as an Email Tool: As you gear up for the transition, consider the following insights when selecting a replacement for Salesforce for Outlook: As you evaluate New Salesforce for Outlook Solutions, reach out to Tectonic for assistance in selecting the right solution for your organization.

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Slack for Financial Services

How Slack Works with Financial Services Cloud

The financial services industry is fiercely competitive, demanding quick access to customer data, seamless collaboration, and well-informed decision-making for growth and staying ahead. Slack and Salesforce Financial Services Cloud (FSC) serve as instrumental tools in achieving these objectives. By synergizing these two robust platforms, organizations in the financial sector can enhance efficiency and organizational structure.

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Salesforce Success Story

Case Study: Large Restaurant Entity-Salesforce Sales/Service/Experience Clouds

An American chain store of bakery-cafe fast food restaurants with over 2,000 locations, all of which operate in 48 states, the District of Columbia and Canada. The restaurant offers a sit-down restaurants (some with drive-throughs) where customers can enjoy a variety of freshly made sandwiches on your choice of bread, accompanied by soup or salad.

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Salesforce Nonprofit Cloud

Easily Refer Constituents to Providers by Using a Guided Flow

Facilitate constituent referrals to service providers effortlessly by utilizing a guided flow. This streamlined process enables the inclusion of comprehensive information about individuals or households, providers, and other essential details. Enhance the effectiveness of service delivery by sharing the referral record and additional information directly with the service provider. Your caseworkers can easily refer constituents

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Salesforce Success Story

Case Study: A Northwest US Community Foundation-Nonprofit-Salesforce Nonprofit Success Pack

Enhance usage of Salesforce by a NonProfit Organization A Community Foundation located in the Northwest United States supported by donors / members that provides philanthropic leadership in the Northwest through awarding of grants and sponsorships to nonprofit organizations, student scholarships, and the coordination of collaborative responses to the region’s complex needs. Nonprofit Success Pack Salesforce.

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salesforce shield encryption

Salesforce Shield Encryption Explained

Salesforce is the most widely embraced CRM platform worldwide, entrusted with handling highly sensitive data from leading global companies. Recognizing this profound responsibility, Salesforce introduced Salesforce Shield in 2015. Salesforce Shield Encryption explained. Salesforce Shield comprises a suite of compliance and regulation-focused add-ons integrated into the Salesforce platform, offering customers in heavily regulated industries enhanced

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