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Successful Salesforce Implementation

Successful Salesforce Implementation

Unlocking the Potential of Salesforce: A Guide to Corporate Success Are you ready to explore the world of Successful Salesforce Implementation? In this Tectonic insight, we’ll explore how to leverage Salesforce to its fullest potential for your corporate success. Whether you’re a small startup or a large corporation, keep reading for practical advice and real-world insights to make Salesforce implementation work for you! What is Salesforce? Salesforce acts as a digital headquarters for organizations, organizing all client information, such as names, purchases, and contact methods. It’s also an Internet application that helps organizations manage customer relationships more effectively by sorting customer details, tracking sales leads, and automating tasks to ease customer interactions. Salesforce is cloudbased, so it is accessible from anywhere. Why Implement Salesforce Now? Implementing Salesforce offers numerous benefits for organizations across various industries: Overall, Salesforce improves how organizations manage customer relationships and utilize data for growth, but effective implementation requires thoughtful planning and customization. Types of Salesforce Implementation Sales Cloud Implementation Sales Cloud is Salesforce’s CRM platform designed to manage sales, leads, and customer interactions. Service Cloud Implementation Service Cloud helps companies provide excellent customer service and support. Marketing Cloud Implementation Marketing Cloud Engagement simplifies marketing efforts, helping businesses connect with customers across various channels. Each type of Salesforce implementation offers unique benefits and challenges, depending on the organization’s needs and goals. CRM Implementation Considerations Implementing a CRM system is a significant move for any business. Here are important things to remember: Step-by-Step Guide to Implement Salesforce Successfully Benefits of a Successful Salesforce Implementation Conclusion Implementing Salesforce is more than adding a powerful CRM system; it’s a journey to greater efficiency, productivity, and customer satisfaction. By thoughtfully planning and customizing Salesforce, organizations can enhance operations, deepen customer relationships, and drive sustainable growth. Embrace the possibilities of Salesforce implementation to chart a course for lasting success and innovation in the modern business landscape. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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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. Leveraging Salesforce to Support Philanthropic leadership PROBLEM: SOLUTION: RESULTS: nonprofit success pack salesforce 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Why Your Company Isn’t Like a Baseball Team Recently, Chris shared an excellent post about the new World Series Champion Houston Astros. In short, it was a reminder Read more

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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 data security and compliance measures. Shield Platform Encryption relies on a unique tenant secret that you control and a master secret that’s maintained by Salesforce. By default, we combine these secrets to create your unique data encryption key. You can also supply your own final data encryption key. We use your data encryption key to encrypt data that your users put into Salesforce, and to decrypt data when your authorized users need it. Shield Platform Encryption gives your data a whole new layer of security while preserving critical platform functionality. You can encrypt sensitive data at rest, and not just when transmitted over a network, so your company can confidently comply with privacy policies, regulatory requirements, and contractual obligations for handling private data. Consisting of three distinct products, Salesforce Shield collaborates seamlessly to safeguard your organization’s data. Platform Encryption: Shield Platform Encryption facilitates the encryption of sensitive data at rest, ensuring compliance with privacy policies, regulatory mandates, and contractual obligations. This encryption extends beyond data transmission over networks, covering a wide range of fields such as standard, custom, activity, and file-related data. Salesforce also provides standard encryption tailored to industry-specific products like Health Cloud and Financial Services Cloud. Event Monitoring: Shield Event Monitoring captures and logs data access activities by all users, including accessed data, device information, and IP addresses. This data is made accessible in spreadsheet format for further analysis using data visualization tools. Integration with visualization or BI tools like Einstein Analytics enables organizations to derive insights from these logs effectively. Field Audit Trail: Similar to a digital Time Machine, Shield Field Audit Trail enables users to review historical field data for all records. This feature is particularly useful for tracking changes to contact, company, or case records over time. Users can customize data retention settings based on organizational or regulatory requirements. To effectively implement Salesforce Shield, organizations should: As Salesforce Shield is available to all Salesforce customers, organizations are encouraged to rethink their data governance and security strategies. Tectonic offers consultations to discuss and tailor data strategies to meet specific organizational needs. For further information or assistance, please reach out to us to schedule a security model discussion. Shield Platform Encryption builds on the data encryption options that Salesforce offers out of the box. Data stored in many standard and custom fields and in files and attachments is encrypted using an advanced HSM-based key derivation system. So it’s protected even when other lines of defense are compromised. Your data encryption key material is never saved or shared across orgs. You can choose to have Salesforce generate key material for you or upload your own key material. By default, the Shield Key Management Service derives data encryption keys on demand from a master secret and your org-specific key material, and stores that derived data encryption key in an encrypted key cache. You can also opt out of key derivation on a key-by-key basis. Or you can store your final data encryption key outside of Salesforce and have the Cache-Only Key Service fetch it on demand from a key service that you control. No matter how you choose to manage your keys, Shield Platform Encryption secures your key material at every stage of the encryption process. You can try out Shield Platform Encryption at no charge in Developer Edition orgs. It’s available in sandboxes after it is provisioned for your production org. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Backup

Implementing Salesforce Backup

You need to purchase Salesforce Backup to be able to assign the Backup and Restore User Permission Set License and utilize the app. The Salesforce Backup app is a managed package that you can install in your Salesforce org and set up in as little as 10 minutes! The first step is assigning the necessary licenses and permissions to the users who will manage the app. Each Salesforce Backup user needs: Step 1: Assign the Backup and Restore Permission Set License The Backup and Restore Permission Set License gives users the permissions they need to use the Backup managed package. Step 2: Assign Backup and Restore Permissions Next, assign users permission to access the Salesforce Backup application. Step 3: Assign Object Permissions to Users Users who manage backup policy or initiate restore jobs also need object permissions to ensure that they have the correct access to data. (We dive deeper into how Backup respects object rules next.) Admins must identify the objects they want to include in their backup policy, and then make sure that they had the necessary object permissions.   The Salesforce Backup application respects object access rules and only acts on objects that you have access to. Without full object access, backups don’t complete or aren’t available for restoration later. Most backup and restore issues stem from incorrect object access settings. For objects you wish to include in your backup policy: Make sure that you’ve enabled Oauth for the app to have access to them, and assign read access to all objects you plan to back up. Also ensure that you meet all special access rules. For example, some objects are only available in specific products or when features within those products are enabled. Review the Special Access Rules section of the Object Reference documentation for the licenses, permissions, and preferences that each object requires. Salesforce Backup Doesn’t Support Certain Objects Here is a list of objects and items that are not currently supported by the Backup app: Other key considerations: Install and Set Up the Salesforce Backup Managed Package You’ve set up your users with everything they need to use Salesforce Backup. Your last step is installing the managed package. 8. In the Set Up Your Connection section, click Connect. This action creates a secure connection using OAuth 2.0 Web Server Flow between Salesforce and the data storage location in AWS. 9. Click Test Connection. When the test is successful, you’re ready to create a backup policy. This is the application’s backup tab, which includes a list of available objects. This is the application’s setting tab, which includes settings relating to trusted IP addresses and connection status. 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 Why Your Company Isn’t Like a Baseball Team Recently, Chris shared an excellent post about the new World Series Champion Houston Astros. In short, it was a reminder Read more Why We Love Pie But Not Pie Charts At Tectonic, we help you align your desired business results with the events and activities in your business. Everybody loves Read more Salesforce and Zendesk Integration Zendesk Connection Salesforce and Zendesk integration. Create a remote connection using the Zendesk connector to sync data from Zendesk to Read more

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Salesforce Commerce Cloud Ecommerce Implementation Tasks and Roles

Ecommerce Implementation Tasks and Roles

Ecommerce Implementation Tasks and Roles By Tectonic Salesforce Marketing Consultant, Shannan Hearne To effectively establish, improve, or expand your ecommerce presence, it is crucial to conduct a thorough assessment of the tasks and teams involved in achieving your business objectives. Whether you are embarking on a direct-to-consumer journey or managing an established organization with plans for new initiatives, the fundamental roles and functions of ecommerce remain consistent. In some cases, putting the perfect ecommerce implementation team together requires including a Salesforce partner like Tectonic to fill all the roles. Omnichannel (a term used in ecommerce and retail to describe a strategy aimed at providing seamless shopping experiences across all channels) strategies continue to be among the most compelling for brands, yet turning them into a reality poses challenges. With an estimated 90% of all purchases projected to happen online by 2040, the readiness of your business becomes a crucial question. Tectonic, as your Salesforce implementation partner, can help ensure your ecommerce readiness. As customers increasingly utilize multiple channels for purchases, expecting seamless experiences regardless of engagement location, omnichannel commerce holds more promise than ever. If you hope to promote an online store, the key lies in how you implement your ecommerce platform from the outset. From design to architecture to deployment, each step involves critical decisions impacting long-term success. Tectonic has the ability to help you make those critical decisions as well as a powerful pre-implementation discovery process to keep your ecommerce project moving forward in the right direction. Whether launching a new ecommerce business or migrating to a new ecommerce platform, the actions you take now will shape your future success. This step in digital transformation, a journey where there is no single case study for success among the estimated 26 million ecommerce sites in the world, is critical. Your roadmap will determine your potential for success or failure. Failure often stems from poor upfront planning, lacking a full understanding of the market, customers, and your own organization. Thoughtfulness in ecommerce implementation sets the stage for success. I once worked for a boss who’s mantra was “prior planning prevents poor performance”. In e-commerce implementations this rings true. There is not a guaranteed cookie cutter recipe for success. However, planning and putting into place the proper team is key. Key players in a smooth ecommerce implementation include: Scaling an ecommerce store requires thorough preparation, execution, and optimization. Brands gearing up to boost omnichannel experiences and derive value should establish goals, create a comprehensive plan, and align technology, product initiatives, and marketing strategies. Development teams implement features outlined in the roadmap, while UX and design teams ensure a seamless buyer experience. Marketing and merchandising strategies attract customers and foster loyalty, while development operations optimize backend processes for efficiency. Ecommerce implementation tasks and roles need to be fully staffed for success. Ecommerce Implementation Tasks and Roles Understanding how your ecommerce roadmap influences key activities and roles is crucial to grasp its impact on your commerce operations. Identifying ecommerce features aligned with your business goals and prioritizing them for development is critical. At Tectonic we put a huge effort into identifying your goals and creating a road map for your success. Depending on your development team’s skills and capacity, you may choose a minimum viable product (MVP) approach or a more aggressive strategy that emphasizes innovation and working with a Salesforce partner. Building teams supporting ecommerce success involves essential roles such as marketers, merchandisers, and UX designers. Mapping out necessary tasks and responsibilities within your ecommerce operations helps identify gaps in your team structure. This analysis enables informed decisions on hiring, reskilling, or engaging external experts from Tectonic to fill these gaps effectively. A successful ecommerce strategy requires expertise in user interface design, web development, search engine optimization, marketing, and a modern design understanding. Tectonic can supply manpower and training to upskill your team and organization for success with your ecommerce implementation. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Success Story

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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce AI

Salesforce Einstein and Social Studio

The digital era (sometimes considered the third industrial revolution) has transformed the dynamics of customer-business interactions, demanding a proactive approach to customer engagement across diverse channels. Navigating this ever-evolving world is essential for business success, and Social Studio is a valuable asset in this endeavor. Social Studio, in conjunction with Einstein AI, plays a pivotal role in achieving social media success. Recognizing the significance of social media in shaping brand identity and fostering customer relationships, marketers are tasked with maintaining an active and responsive presence across various social media platforms. This challenge is met by Social Studio, offering a centralized hub for comprehensive social media management. This platform facilitates content planning and publication, team collaboration, content approval, audience engagement, and performance analysis. Equipped with advanced scheduling tools, user-friendly content creation features, and customizable approval rules, Social Studio ensures the safeguarding of your brand’s integrity across multiple platforms and messaging. Notably, Social Studio seamlessly integrates with Salesforce Marketing Cloud, providing an all-encompassing solution for efficient social media management. Its capabilities extend to user role management, image classification through Einstein Vision, and process automation using macros. With Social Studio, users gain access to a unified platform for content creation, scheduling, and monitoring, audience interaction, and performance analysis. Whether collaborating within a team or managing multiple accounts, Social Studio streamlines social media efforts, empowering users to achieve their goals. Embrace the advantages of this robust tool for an enhanced social media experience! Social Studio is a one-stop solution to manage, schedule, create, and monitor posts. You can organize posts by brand, region, or multiple teams and individuals in a unified interface. Social Studio offers powerful real-time publishing and engagement. Social Studio offers powerful real-time publishing and engagement platform for content marketers, plus the comprehensive content performance by social network and time frame. A single interface offers a fully customizable team-based collaboration platform that analyzes channel and content performance. Analyze current trends and recommend new content ideas. With Social Studio you can: Social Studio Components Social Studio is made up of these components: Note: Salesforce will sundown Social Studio on November 18, 2024, but some users will lose access before then if their contract expires sooner.  Salesforce recommends retrieving your Social Studio data at least 90 days before the Order End Date of your Marketing Cloud Social Studio Product(s) or November 18, 2024, whichever is sooner.  The digital, or third industrial revolution is the shift from mechanical and analogue electronic technologies from the Industrial Revolution towards digital electronics which began in the latter half of the 20th century.  This was prompted with the adoption and evolution of digital computers. (source) 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Success Story

Case Study: Google Cloud and Tableau Ecommerce Success

An industry leader in lifesciences research and ecommerce, is tasked with integrating recent acquisitions, standardizing processes, and improving marketing return-on-investment. Ecommerce company moves to the cloud and adopts Google Cloud and Tableau to improve sales and operational efficiency. Google Cloud and Tableau Ecommerce Success to the rescue. Industry: Lifesciences and Biotechnology Research Problem: Leadership requested help driving an improved culture of proactive decision-making, rather than reactive. Implemented : Our solution? Results: Salesforce offers customized solutions for the ecommerce industry, assisting companies in this field to provide outstanding customer experiences, optimize workflows, and spur growth and brand loyalty. Salesforce offers digital transformation technology for life sciences, ecommerce, and biotechnology research industries. If you are considering a Salesforce health and life sciences implementation, 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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AI Potential to Improve Prior Authorizations

AI Potential to Improve Prior Authorizations

AI’s Potential to Reduce Provider Burdens in the Prior Authorization Process Artificial intelligence (AI) has the potential to significantly ease the documentation and substantiation burdens providers face during the prior authorization process. Prior authorization, a critical step where health plans approve or deny coverage for services or prescriptions before they’re administered, is a key cost-control mechanism in the U.S. healthcare system. While it helps payers avoid unnecessary spending, the process poses significant challenges, especially for healthcare providers tasked with gathering and submitting documentation. AI Potential to Improve Prior Authorizations examined. Historically, prior authorization has been a major regulatory challenge for providers, surpassing other issues such as electronic health record (EHR) interoperability and compliance with the No Surprises Act. Despite its cumbersome nature, prior authorization isn’t likely to be eliminated, as it plays a crucial role in balancing healthcare affordability and access to quality care. AI Potential to Improve Prior Authorizations The transactional nature of many prior authorization tasks makes them ripe for automation. Increasingly, stakeholders are turning to AI and other technology-driven solutions to streamline the process, making it less burdensome for providers. How AI Can Streamline Prior Authorization AI has already been applied to various aspects of healthcare, from automating hospital discharges to alleviating the administrative burdens of nurses. When applied to prior authorization, AI can speed up the approval process for both providers and payers, reducing delays in patient care and lowering administrative costs. Health insurance companies are already beginning to leverage AI to expedite prior authorization and claims decisions. However, concerns are growing over whether the use of AI in these areas complies with state and federal regulations. For example, a 2023 AMA Annual Meeting resolution cited an investigation revealing that Cigna doctors denied over 300,000 claims in two months, spending an average of just 1.2 seconds per case using AI. UnitedHealthcare has also employed AI to make “fast, efficient, and streamlined coverage decisions,” raising questions about whether these decisions adhere to regulatory standards for fairness and accuracy. AMA’s Call for Oversight on AI in Prior Authorization Recognizing the risks, the American Medical Association (AMA) has called for increased regulatory oversight of AI in prior authorization. Specifically, the AMA advocates for: AI could potentially reduce the time-consuming, manual tasks associated with prior authorization. However, as AMA Trustee Dr. Marilyn Heine cautioned, “AI is not a silver bullet.” The increasing reliance on AI for prior authorization must not add to the already overwhelming volume of requirements that burden physicians and hinder patient care. Nor can it increase the threat of cyberattacks. Fixing Prior Authorization: AMA’s Role Addressing the challenges of prior authorization is a key part of the AMA’s Recovery Plan for America’s Physicians. The organization is committed to reducing the overuse of prior authorization and improving the fairness of existing processes, ensuring that the use of AI in healthcare supports—not hinders—patient care. To that end, the AMA continues to research the costs and impacts of prior authorization on healthcare providers and patients. To learn more about the proper use of AI in medicine and the AMA’s efforts to reform prior authorization, visit the AMA’s resources on healthcare AI. Content updated September 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 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, 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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Salesforce Data Cloud Explained

Salesforce Data Cloud Explained

Salesforce Data Cloud, previously recognized as Salesforce CDP/Genie, made its debut at Dreamforce 2022, hailed by Salesforce as one of the most significant innovations in the company’s history. A hyperscale data platform built into Salesforce. Activate all your customer data across Salesforce applications with Data Cloud. Data Cloud facilitates the intake and storage of real-time data streams on a massive scale, empowering automated tasks that result in highly personalized experiences. Data can be sourced from diverse Salesforce data outlets, including Mulesoft, Marketing Cloud, and others, along with customers’ proprietary applications and data sources. Subsequently, it can dynamically respond to this real-time data by automating actions across Salesforce CRM, Marketing Cloud, Commerce, and more, inclusive of automating actions through Salesforce Flow. What is the Salesforce data cloud? Data Cloud is the fastest growing organically built product in Salesforce’s history (i.e. Salesforce built it themselves, not via acquisitions). Data Cloud could be described as the ‘Holy Grail of CRM’, meaning that the data problem that’s existed since the infancy of CRM is now finally solvable. Data Cloud is the foundation that speeds up the connectivity between different ‘clouds’ across the platform. However, Data Cloud is also a product that can be purchased. While not all Salesforce customers have licensed Data Cloud, being at the foundation means they are still taking advantage of Data Cloud to a degree – but this all becomes even stronger with Data Cloud as a personalization and data unification platform. What is the history of Data Cloud? Salesforce has gone through several iterations with naming its CDP product: Customer 360 Audiences → Salesforce CDP → Marketing Cloud Customer Data Platform → Salesforce Genie → Salesforce Data Cloud. In some instances, changes were made because the name just didn’t stick – but what’s more important to note, is that some of the name changes were to indicate the significant developments that happened to the product. Salesforce Data Cloud Differentiators Data Cloud, in itself, is impressive. While many organizations would consider it expensive, if you were to flip the argument on its head, by buying your own data warehouse, building the star schema, and paying for ongoing compute storage, you’d be looking to spend 5 to 10 times more than what Salesforce is charging for Data Cloud. Plus, data harmonization works best when your CRM data is front and center. There are other key differentiators that helps Data Cloud to stand out from the crowd: Is data cloud a data lakehouse? That means that Data Cloud is now not just a really good CDP, it’s now a data lake which will be used in sales and service use cases. But it also means that we can start to fundamentally move some of our higher-scale consumer products like Marketing and Commerce onto the platform. Is Snowflake a data Lakehouse? Snowflake offers customers the ability to ingest data to a managed repository, in what’s commonly referred to as a data warehouse architecture, but also gives customers the ability to read and write data in cloud object storage, functioning as a data lake query engine. What is the benefit of Salesforce data cloud? Data Cloud empowers Salesforce Sales Cloud with AI capabilities and automation that quickly closes deals and boosts productivity across every channel. It drives customer data from all the touchpoints and unifies it separately in individual customer profiles. Salesforce Data Cloud is a powerful data warehouse solution that allows companies to effectively manage and analyze their data. What is the difference between Salesforce CDP and data lake? Talking abut Salesforce CDP is a little bit like a history lesson. While a CDP provides a unified, structured view of customer data, a data lake, on the other hand, is more of a raw, unstructured storage repository that holds a vast amount of data (more than just customer data) in its native format until it’s needed. 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 Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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