Salesforce Implementation Services Archives - Page 3 of 9 - gettectonic.com
Trust Through Effective Data Access

Generate Trust Through Effective Data Access

Trust Through Effective Data Access Objective: Empower your teams with data access to encourage proactive decision-making. Simplify your business’s data landscape by tailoring team members’ access, ensuring they can readily find the pertinent information. Implementation: Incorporate role-based licensing with built-in governance to create trust through effective data access. Distribute data broadly across your organization, ensuring

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Salesforce Flow

Einstein Flow and Generative AI

By Shannan Hearne, Tectonic Marketing Consultant Based on Nov 2023 Salesforce post from Cesar Castro As part of the ongoing evolution of Salesforce’s Einstein AI, Salesforce provided an update on how Einstein is impacting one of your favorite tools in your Salesforce admin toolkit: Salesforce Flow. Flow, with its numerous powerful capabilities, has been instrumental

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Salesforce Nonprofit

Salesforce Donor Management for Nonprofits

The Salesforce donor management solution offers a comprehensive fundraising tool to support the continuous growth of nonprofit organizations and facilitate the tracking of donor-related data. Donor Engagement: Enhance donor engagement by providing a personalized self-service experience through Salesforce donor management software. Enable donors to explore the impact of their contributions, read stories, and stay connected

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Salesforce Backup

Understanding Salesforce Backup Logs

Follow these instructions to view logs in Salesforce Backup. These Salesforce Backup Logs contain information about the status of various Salesforce Backup policies and activity. REQUIRED EDITIONS for Salesforce Backup Logs Available in: Lightning Experience Available in: Professional, Enterprise, Performance, and Unlimited Editions Requires the Backup and Restore add-on subscription. Information in Salesforce Backup Logs Salesforce Backup Logs display the

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MC Personalization Tips and Tricks

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

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Salesforce Success Story

Case Study: Leading Provider of Branded, Designed Solutions Worldwide-Manufacturing-Salesforce Sales/Service/Experience Clouds

Leading provider of branded, designed solutions (laminate) for commercial and residential customers worldwide.  The company has been surfacing spaces for 110 years. Client struggled with no real ability to see a 360 degree view of the business.

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Salesforce enhanced domains

Enhanced Domains in Salesforce

Enhanced domains are the current version of My Domain that meets the latest browser requirements. With enhanced domains, all URLs across your org contain your specific My Domain name. Including URLs for your Experience Cloud sites, Salesforce Sites, Visualforce pages, and content files. This feature changes domain suffixes (the part after the My Domain name)

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Salesforce Life Sciences Cloud

Salesforce Life Sciences Cloud

Salesforce has unveiled Life Sciences Cloud, a secure and trusted platform tailored for pharmaceutical (pharma) and medical technology (medtech) organizations. This innovative solution aims to expedite drug and device development, streamline patient enlistment and retention throughout the clinical trial journey, and harness AI capabilities to deliver personalized customer experiences. The significance of this announcement lies

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Salesforce Success Story

Case Study: Large State Travel-Nonprofit and Hospitality/Travel-Salesforce Service/Experience Clouds

Transform into a Modern Data Driven Organization: case study nonprofit hospitality salesforce Largest Non-Profit Travel / Trade Organization moves to the cloud and adopts Salesforce and Google Cloud Platform to improve Operations and Marketing Industry: Government – Travel / Hospitality Service Cloud Experience Cloud case study nonprofit hospitality salesforce The largest nonprofit travel and Trade

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Salesforce Sales Enablement

Sales Enablement from Salesforce

Sales enablement from Salesforce encompasses the utilization of content, coaching, training, and technology. By bringing it all together to facilitate the onboarding of sales representatives, enhance their skills, and optimize their selling capabilities.  The responsibility is on sales leaders to establish impactful enablement strategies that directly contribute to revenue goals and to demonstrate their effectiveness.

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