Salesforce Managed Services

03Jun

Slack for Manufacturing and Automotive

Slack for Manufacturing and Automotive Enhance productivity, reduce costs, and provide exceptional experiences with a consolidated perspective of your customer data. Streamline diverse systems, teams, and processes effortlessly through automation. Forge connections with external partners to integrate your entire ecosystem seamlessly. As manufacturing, automotive, and energy organizations transition to developing new powertrains and digital products for innovative service and revenue models, Slack offers an efficient platform for innovation. Pioneering Enterprise Security Setting the standard in enterprise security, Slack ensures data encryption in transit and at rest. It boasts comprehensive compliance and assurance programs, along with features such as audit logs, data loss prevention, and single sign-on. As the productivity platform for manufacturing, automotive, and energy, Slack ensures a secure environment. Utilizing Slack AI for Smarter Work Engage with a Slack sales representative or join the waitlist to experience the empowering capabilities of Slack AI throughout your organization. Leverage AI-powered search for swift answers, summarize conversations effortlessly, and rest assured with secure data handling by Slack AI. Explore Slack’s pivotal role in accelerating innovation across manufacturing, automotive, and energy sectors. Empowering Software Developers Discover how Slack empowers teams to introduce novel digital products and services, driving revenue and transforming customer experiences. For software developers, Slack accelerates the delivery of high-quality code, making it a preferred choice for the world’s leading producers of software, hardware, and services. Explore Slack’s webinar to uncover its potential for your team. Revolutionizing Fleet Management with Automile Challenges abound for businesses managing fleets, particularly in integrating solutions seamlessly with existing toolsets for increased productivity. Automile aims to disrupt the billion fleet management market by introducing a mobile-first API-centric solution. With REST-based JSON APIs and SDKs for PHP, Java, and C# .NET, Automile simplifies fleet management, offering web and mobile apps. Slack Integration with Automile Automile is set to release new features in March, including integrations such as Slack. By submitting the app to Slack’s App Directory, Automile aims to provide businesses with a streamlined fleet management experience within Slack. The upcoming Slack App supports Slash Commands, Interactive Messages, and Incoming Webhooks. Security First Approach Automile prioritizes security with the new Slack App, ensuring that authorized Slack team members have access. The app supports Slash Commands, enabling users to achieve specific tasks, such as checking out drivers and locating vehicles. The admin can control user access to these commands for added security. Fleet Management Commands Automile’s Slack App introduces Slash Commands for drivers and vehicles. The Driver command allows fleet managers to search for drivers, check their status, and interact with them directly from Slack. Similarly, the Vehicle command provides information on vehicle location, status, and enables task assignment. Driving Field Service Efficiency with Slack and Salesforce Service Cloud Witness how manufacturers harness the combined capabilities of Slack and Salesforce Service Cloud to empower field employees and enhance customer satisfaction. Slack’s Continued Impact Slack continues to thrive globally, supporting businesses of all sizes in achieving growth and skyrocketing productivity. Acquired by Salesforce in 2021, Slack remains an influential force in the business communication and collaboration landscape. 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

June 3, 2024in Salesforce Implementation Services, Salesforce Managed Services, Salesforce Manufacturing Automotive Energy, Salesforce Service Cloud, Salesforce Slack

01Jun

Salesforce Solutions for Defense

Defence Technology Solutions from Salesforce: Enabling Secure, Mission-Critical Operations Salesforce provides defense organizations with powerful technology solutions to deliver on their missions quickly and securely. By increasing IT flexibility, enhancing productivity, and safeguarding sensitive data in a secure, compliant cloud environment, Salesforce empowers defence organizations to achieve mission success with confidence. Salesforce Solutions for Defense. Modernizing Personnel Operations Salesforce streamlines workforce management and accelerates employee operations, providing a unified view of personnel and fast, digital workflows. Public sector organizations can transform hiring, recruiting, HR actions, IT requests, and employee services within a trusted operational hub. How It Works: Salesforce enhances productivity and digitizes government employee tasks throughout their lifecycle, from hire to retirement. Maximizing IT Agility Salesforce enables defence organizations to unlock data from legacy systems, cloud applications, and third-party platforms with an API-led approach, securely bridging on-premises and cloud environments. Rapid application development, consolidation, and system access become seamless with Salesforce’s low-code/no-code tools. How It Works: Salesforce compresses development cycles and increases flexibility, enabling defense organizations to deliver on mission objectives faster. Salesforce Solutions for Defense Delivering Successful Case Outcomes Salesforce supports the full case management lifecycle by integrating critical data points from multiple systems into a single, unified view. Defense organizations can empower caseworkers with purpose-built tools, ensuring successful case outcomes while reducing information silos and providing clients with the necessary support. How It Works: Salesforce creates a single source of truth for case management, enabling defense organizations to streamline workflows and improve service outcomes. By leveraging Salesforce’s defense technology solutions, organizations can modernize operations, maximize agility, and ensure successful case management outcomes, all while maintaining the highest levels of security and compliance. Salesforce Solutions for Defense from Tectonic. 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

June 1, 2024in Public Sector Solutions, Salesforce Development Services, Salesforce Government Cloud, Salesforce Implementation Services, Salesforce Managed Services, Salesforce Public Sector Solutions

14May

Education Cloud AI Innovations

Salesforce AI Innovations: Empowering Student Success and Faculty Efficiency Salesforce is introducing new Education Cloud AI Innovations, AI-powered tools designed to streamline the educational journey, enabling students to chart clear paths to graduation, translate their coursework into resume-ready skills, and connect with mentors who can guide them toward their career goals. Enhancing Faculty and Staff Efficiency with AI New generative AI capabilities are set to automate time-consuming tasks for faculty and staff, allowing them to focus on what matters most—driving student success. Personalizing Student Experiences with AI Institutions like the University of Nevada Las Vegas and Texas Tech are leveraging Salesforce for Education to create personalized student experiences and improve staff efficiency through AI-driven solutions. Salesforce Introduces AI-Powered Student Success Tools for Education Cloud Today, Salesforce unveiled cutting-edge AI tools for Education Cloud, including Intelligent Degree Planning and Skills Generator. These innovations are designed to help institutions craft personalized graduation pathways, translate coursework into tangible skills, and facilitate impactful mentorship programs. Additionally, Salesforce introduced Data Cloud for Education and Einstein Copilot Recruitment & Admissions Actions. These tools will enable institutions to automate routine tasks, enhance recruitment and enrollment processes, and bolster student support. Why It Matters Education professionals face the highest burnout rates across industries, and students are feeling the impact—only 11% of college students believe they are workforce-ready. As the education sector approaches an enrollment cliff, confidence in the value of a college degree is declining, and educators are leaving the profession in significant numbers. Schools must find ways to reduce staff workload while improving student experiences and outcomes. Explore Education Cloud Elevate the educational experience with the #1 AI CRM for learner and institution success. DIVE IN AI Innovation for Lifelong Student Success The new AI capabilities for Education Cloud, built on Salesforce’s Einstein 1 Platform, will help higher education and K-12 institutions unlock the power of their data to deliver trusted AI solutions. These innovations are designed to improve staff efficiency while enhancing student experiences and learning outcomes. Key features include: AI in Action for Faculty and Staff Salesforce is delivering new AI and data tools to automate tasks related to recruitment, enrollment, and student experience management. New features include: With these industry-specific AI and data tools, Education Cloud is poised to help K-12 and higher education institutions offer more individualized support to every student while increasing operational efficiency and reducing staff burnout. The Salesforce Perspective “Every institution wants to provide the best possible experiences for their students and staff. With industry-specific AI and data tools, Education Cloud will help K-12 and higher ed institutions offer more personalized support to every student while increasing efficiency and helping to reduce staff burnout. This will free educators and staff to focus on improving student outcomes, such as career readiness, well-being, and graduation rates.”— Bala Subramanian, VP & GM of Education 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

May 14, 2024in Einstein 1 Platform, Generative AI, Salesforce Education Cloud, Salesforce Education Solutions, Salesforce Einstein, Salesforce Managed Services, Salesforce Optimization, Salesforce Shield

20Apr

Marketing Cloud Account Engagement Email Compliance

Account Engagement Email Compliance FAQs Sometimes it is difficult to get a straight answer as to Account Engagement Email Compliance requirements. Tectonic has you covered. Using Purchased and Third-Party Lists in Account Engagement I purchased a list from a third party who assures me it’s an opted-in list. Can I email this list with Account Engagement? NO. Using a purchased list directly violates our permission-based marketing policy. Emails sent to such lists are unsolicited bulk emails, defined as spam. Using a purchased list can damage your company’s reputation and make you a spammer. I’m a member of X industry and I got this list from the membership directory of a group I’m in. Can I email this list with Account Engagement? NO. Third-party lists, regardless of origin, are not allowed. Before using this list in Account Engagement, you must solicit permission from each prospect through 1:1 emails (outside of Account Engagement) or a phone campaign. Someone followed us on LinkedIn or other social media. Does that mean they opted in? NO. Following your business on social media does not equate to consent for receiving emails. Prospects must explicitly provide their email address and permission to receive marketing emails. CAN-SPAM only requires an unsubscribe link, so can I send email to any list through Account Engagement? NO. Our Permission-Based Marketing Policy requires explicit permission before sending marketing emails to prospects. This policy, part of our service agreement, mandates obtaining permission before using Account Engagement to send emails. Simply including an unsubscribe link does not comply with our policy. I had a booth at a tradeshow, and the organizers gave me a list of attendees. Can I email them with Account Engagement? MAYBE. Tradeshow lists are complex regarding permission-based marketing. While attendees might be aware of opting into communications, explicit permission is still necessary. You can send one initial email indicating where you obtained their information and requesting opt-in for future communications. Prospects who don’t opt-in cannot be emailed again through Account Engagement. I collected these prospects over a year ago, and I’m ready to start emailing them. Can I use Account Engagement? MAYBE. For stale lists (especially over a year old), run a Permission Pass to clean up your list and confirm that prospects still wish to receive your emails. This helps maintain low spam complaints by re-soliciting permission from the prospects. When prospects buy my product, I ask them if they’d like to subscribe to marketing emails. Is it okay to email them with Account Engagement? YES. Emailing customers who have opted in is acceptable. As long as you have explicit permission from the prospect, you can use Account Engagement to email them. I had a booth at a tradeshow and prospects filled out an email opt-in form at my booth. Can I use this list with Account Engagement? YES. Emailing prospects who have opted in through an email opt-in form at your booth is fine. Ensure you have explicit permission from the prospect. To be safe, set up a Confirmed Opt-In Process to verify the opt-in request and validate the email address. I had prospects verbally opt in. Can I use this list with Account Engagement? Yes, but… After receiving a verbal opt-in, follow up with an email thanking the prospect for opting in. This confirms their consent and reduces the likelihood of your emails being reported as spam. I was searching Hoovers and spotted some employees who would be interested in my content but don’t know their email address. Can I guess their email address and send to them? NO! This practice, known as appending, violates our Permission-Based Marketing Policy. Guessing email addresses risks damaging your email reputation due to hard bounces or spam complaints. Explicit permission from prospects eliminates the need to guess email addresses. 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 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 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

April 20, 2024in Marketing Automation, Salesforce Managed Services, Salesforce Marketing Automation, Salesforce Marketing Cloud Account Engagement (Pardot)

05Feb

Salesforce Technical Debt

Technical debt represents the additional effort required for subsequent rework due to opting for a quick solution over a more comprehensive approach during development. It aligns with the concept of “Shift Left,” emphasizing the cost-effectiveness of addressing issues early in the process. In the realm of Salesforce, technical debt is an inevitable aspect, akin to a necessary evil. Repaying this debt is crucial to prevent the accrual of “interest” that could impede agility in the long run. Traditionally associated with developers taking code shortcuts, the rise of low-code platforms like Salesforce has expanded the sources of technical debt to include configurations made through “clicks” in addition to code. This guide recognizes that Salesforce technical debt often becomes substantial enough to involve architects, shedding light on how it has evolved into a collective concern. Understanding Salesforce Technical Debt: Technical debt arises from choosing expedient solutions (quickly built without a thorough understanding of business requirements) instead of more time-consuming, superior alternatives. It can also result from solutions initially designed to function in a specific way but require adjustments due to evolving business needs. A comprehensive view of technical debt encompasses both code and declarative customizations, addressing instances where standard functionality was impractical or unavailable. Considering everything as technical debt, the concept is labeled as such because it necessitates repayment. Levels of “interest” paid on this debt can be categorized: Excessive technical debt might compel a business to discard the entire Salesforce org and commence anew, resulting in the loss of years of investment. Causes of Technical Debt: Multiple factors contribute to the accumulation of technical debt in organizations: Managing technical debt entails navigating the trade-off between “delayed gratification” and anticipating future costs. 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

February 5, 2024in Salesforce, Salesforce Managed Services, Salesforce Optimization

01Feb

Improving Customer Experiences (CX)

In 2024, maintaining competitiveness requires businesses to prioritize personalization and agility within their customer experience (CX) strategy. Here are strategies for improving customer experiences with programs from Tectonic: By focusing on these key areas, organizations can navigate the continually evolving CX landscape and deliver exceptional customer experiences. Tectonic is ready to collaborate, customizing your Salesforce tools to create remarkable customer experiences. You might want to learn more about Salesforce Marketing Cloud Personalization. This Salesforce tool improves customer experiences using data and automation. 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 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 How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more

February 1, 2024in Salesforce Implementation Services, Salesforce Managed Services, Salesforce Personalization

21Jan

Salesforce Data Cloud License Offer

At Dreamforce 2023, Salesforce announced that Data Cloud free licenses are now included for all Enterprise Edition or above customers so they can become familiar with the new capabilities and develop use case ideas for Salesforce Data Cloud. Salesforce Data Cloud License Offer! Are you taking advantage of Salesforce Data Cloud’s customer 360 capabilities when it comes to intuitive, fast, efficient customer service? Today is the day! With the Salesforce Data Cloud Offer you can take advantage now! Data Cloud is the fastest growing organically built product in Salesforce’s history (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 earliest days of CRM is now finally solved. This is truly a 360 degree customer view. Why is Data Cloud important? A data cloud gives you an infrastructure for efficient data management across multiple systems at any scale. You can ensure data is available to anyone who needs it without compromising data integrity or security. There’s never been a better time to partner with Tectonic to explore Salesforce Data Cloud for your data and your business. Take advantage of the Data Cloud License Offer today. Like1 Related Posts 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 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 How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Advantages of a Cloud Managed Service Provider Considering outsourcing your IT management to a cloud managed service provider? Here are several benefits of opting for a cloud Read more

January 21, 2024in Salesforce Data Cloud, Salesforce Managed Services

09Jan

Tectonic’s Approach to Ensuring Salesforce Customer Satisfaction

by Tectonic’s Sean McSkimming Scenarios of Assorted Levels of Customer Satisfaction – Ensuring Salesforce Customer Satisfaction Are you having satisfaction issues during or after your Salesforce implementation? Are you not happy with the Salesforce solution or implementation provided to you? Or are you seeing low user adoption after the implementation has gone live? This can be caused by any of the following: At Tectonic we take approaches to avoid the causes and effects above. We understand that every Salesforce implementation and initiative is unique, because every customer is unique. Ensuring Salesforce customer satisfaction is at the heart of everything we do. Tectonic has been involved in multiple points of an implementation project to help customers maximize their Salesforce investment. Even if their initial Salesforce experience was not perfect. We take a simple yet effective approach. Transparency and Trust are at the core of everything we do for every client. Every interaction with our prospects and our customers is filtered through the lens of transparency and trust. Customers in flight, whether the project has started or not are given: Live customers who aren’t happy with their current Salesforce solution due to low user adoption or a Salesforce solution that is not meeting their needs are given: If your are intrigued by Tectonic’s commitment to customer satisfaction, or perhaps not currently enjoying this level of satisfaction, we would love to talk to you today about your Salesforce 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 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

January 9, 2024in Salesforce, Salesforce Financial Services Solutions, Salesforce for Nonprofits, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Managed Services, Salesforce Manufacturing Automotive Energy

04Jan

Care Plans in Public Sector Solutions

Customized Care Plans for Public Sector Solutions and Constituent Support Creating customized care plans for public sector solutions is essential to supporting constituents and promoting their self-sufficiency. Many individuals struggle to find the help they need during health, housing, personal safety, and other crises, which government agencies can address. Public Sector Solutions offers care plans that enable caseworkers to assist constituents in crisis and resolve community issues effectively. How Care Plans Work Care plans are designed with specific goals to help constituents achieve milestones or outcomes, along with benefits to aid in reaching these goals. For example: Common Issues Addressed by Care Plans Caseworkers can use care plans to assist constituents facing various challenges, such as: Initiating Care Plans Often, a need for a care plan is identified when a third party contacts a government agency. For instance, a concerned neighbor reports an elderly person driving erratically. In such cases, Public Sector Solutions allows for the creation of care plans linked to these reports, stored as public complaint records. Creating and Using Care Plan Templates As a Public Sector Solutions administrator or a case manager with assigned permissions, you can create care plan templates tailored to different assistance scenarios. Here’s how the process works: Care plan templates should include specific goals and benefits for various scenarios, ensuring that each plan is tailored to the unique needs of the constituent. Documentation Focus This documentation explains how to set up and use care plan templates with cases created from public complaints. It details the steps from intake to assessment, ensuring that care plans are effectively implemented to support constituents in need. By utilizing these structured care plans, caseworkers can provide targeted assistance, helping constituents navigate crises and work towards self-sufficiency. 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

January 4, 2024in Public Sector Solutions, Salesforce Managed Services, Salesforce Public Sector Solutions

24Dec

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 in helping Salesforce Admins streamline and automate their work, delivering value to all end users in their organizations. Often without the need for any additional Salesforce development assistance! Einstein Flow and Generative AI are powering a whole new brand of Salesforce actions. Salesforce Flow is a blanket term for everything in the Salesforce ecosystem that allows you to create, manage, and run automation with clicks not code. Those of you who are using Flow on the regular? You are known as Flownatics! Working With Einstein Flow and Generative AI In preparation for Einstein for Flow, content was collaborated on with Ajaay Ravi, Einstein for Flow Product Manager, Cesar Castro, Product Manager for Einstein Flow, and Vera Vetter, Director of Product Management, AI Research. Together, as product managers, they are actively working on enhancing Einstein for Flow. As Tectonic’s Salesforce Marketing Consultant I am very excited to share the news with you! Generative AI Einstein for Flow is a generative artificial intelligence (AI) tool that utilizes large language models (LLMs). To drive process automation across multiple Salesforce products. Whether you are a new Flow user or an experienced admin, Einstein for Flow aims to assist in learning and adopting this capability. By aiding in the creation of more complex flows and time saving automations. Many of Salesforce Flow’s capabilities allow you to do what used to require Apex developers. The powerhouse behind Einstein for Flow is CodeGen, Salesforce’s in-house LLM released by Salesforce AI Research in 2022 to transform software development. CodeGen is the driving force behind the tailored AI solution for the needs of Salesforce users. So, how does Einstein for Flow operate? It’s as straightforward as describing your flow requirement in plain language through a natural language prompt. Einstein then invokes code to interpret and generate the natural flow data. To handle intricate flows, a concept called a “chain of thought” is introduced. By breaking down the flow into manageable steps, sequentially creating each part, and merging them to produce the final flow. In tis way Einstein is ensuring accuracy in meeting your business automation needs. Looking ahead, Salesforce’s roadmap for Einstein for Flow includes exciting features. One notable feature is the ability to use Einstein to edit an existing flow. This is irrespective of whether Einstein created it. Salesforce’s goal is to make flow building more accessible by enabling editing of both new and existing flows. In upcoming releases, an Einstein assistive interface will be integrated. Thereby allowing you to open and edit flows by conversing with Einstein in natural language. For all you Star Trek fans out there, the age of the Enterprise doing your verbal bidding is upon us! Einstein Suggestions Einstein will suggest changes and present a list of interconnected updates resulting from the proposed modifications. Designed to be user-friendly yet advanced, you can inspect recommended changes. Then review step by step, and view individual modifications. Additionally, a history of all changes suggested and made by Einstein will be available for those interested in maintaining an audit trail of AI-driven alterations. This is just the beginning for Einstein for Flow. As Salesforce launched a pilot program with diverse customers, they plan to go general availability (GA) in Spring ’24, with capabilities to generate flows for both standard and custom objects. Customer feedback will play a crucial role in shaping their future roadmap as they continue to explore more use cases and capabilities for Einstein for Flow. Flows are such a powerful tool, they are like visual coding created with clicks. Unlike code requiring only an understanding of programming concepts and logic. Examples of Flow Automation Use Cases: Stay tuned for updates as we ride the Einstein for Flow wave. It’s a game-changer! Tectonic will be watching and implementing with Einstein Flow and look forward to helping you do the same. 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 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 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 Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more

December 24, 2023in Salesforce Einstein, Salesforce Implementation Services, Salesforce Managed Services

Salesforce Shield Data Monitoring and Encryption

29Nov

Salesforce Shield Encryption

Salesforce Uses a symmetric encryption key to encrypt the customer data that it stores. (The symmetric encryption used isAES with 256-bit keys using CBC mode, PKCS5 padding, and random initialization vector (IV).) Salesforce Shield Encryption works in this way. 1) There are three channels to enter data into Salesforce.com. One: user via desktop using a browser, two: users via mobile device or three: a system making an API call directly into Salesforce. 2) The Application servers in the salesforce data centers serve as a gateway to intercepting requests coming in determining which data elements should be encrypted or decrypted and then applying the appropriate encryption credentials. The Data Encryption Key (which is also the decryption key) is never transmitted or even written to disk (persisted). 3) It is created/derived in the Salesforce Platform and never leaves. It is created in a component of the platform called the Key Derivation Server. The Encryption key is derived/created from a combination of a Salesforce component and customer/tenant specific component. These are called secrets. Sometimes they are also referred to as key fragments. 4) The Encryption key in Salesforce Shield Encryption is generated from the master secret (Salesforce component) and the tenant secret (customer component) using PBKDF2 (Password-Based Key Derivation Function 2). 5) The Derived data encryption key is then securely passed to the encryption service and held in the cache of an application server. – Salesforce Retrieve The Data Encryption Key from the cache and performs the encryption. – To decrypt the data Salesforce Reads the encrypted data from the database and if the encryption (decryption) key is not in the cache then it needs to derive it again using the associated tenant secret, and then it decrypts using the key and the associated iv. 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

November 29, 2023in Salesforce Managed Services, Salesforce Shield

27Nov

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 status of the backup for each object. If a backup is incomplete, you can review the logs to see errors on specific objects. The NOT_VISIBLE status in the backup log indicates that an object isn’t visible to the service at the time that the backup process ran and it hasn’t been backed up. When the service can’t back up an object, the most common issue is that the user running the backup doesn’t meet one or more of the required access conditions. Review all access settings for objects that show the NOT_VISIBLE status in logs. Correct any access gaps, then run the backup again. Salesforce Backup logs shows status codes for specific errors that can happen during backup and restore processes. Use this guide to determine what an error code indicates and how to fix the problem. If a backup or restore process ends with an error, status codes on the Log Detail page indicate the cause of the error. Use this table to identify causes and solutions to the most likely issues. If your process ends in an error that’s not listed here, contact Salesforce Customer Support for help. STATUS CODE ERROR CAUSE TIPS FOR FIXING THE PROBLEM DUPLICATE_EXTERNAL_ID A user-specified external ID matches more than one record. Export to CSV and manually edit the values as needed before importing your data. ENTITY_IS_DELETED The backup or restore job references an object that’s been deleted. If you try to restore a child record when the parent record is deleted, this error message appears because the child ID value doesn’t exist. Restore the parent and child record, so the child ID is recreated and updated. ENTITY_IS_LOCKED An approval process has locked a record, rendering it read-only. To restore the record, you must have record-level edit access. Ask an admin to temporarily disable the approval process. When the restoration job is done, they can reinstate the approval process. FIELD_CUSTOM_VALIDATION_EXCEPTION A custom validation formula in the backup or restore job violates a field integrity rule. Update the field integrity rule to allow the value to be restored. You can also export the backup as a CSV and manually edit the values as needed before importing your data. FIELD_FILTER_VALIDATION_EXCEPTION One or more fields in the backup or restore job violate field integrity rules. Update the rule to allow the value to be restored. You can also export to CSV and manually edit the values as needed before importing your data. INACTIVE_OWNER_OR_USER An inactive user owns one or more records in the backup or restore job. Reactivate the inactive user or reassign record ownership to an active user. You can also export to CSV and manually edit the values as needed before importing your data. INVALID_OR_NULL_FOR_RESTRICTED_PICKLIST Either the restore job includes a picklist whose values are restricted to a defined set that doesn’t match the backup or the backup contains one or more null values. Adjust the picklist values to match the values present in the backup, and then run the restore job. You can also export to CSV and manually edit the values as needed before importing your data. INVALID_SESSION_ID Either the specified session ID is malformed, such as with an incorrect length or format or the session has expired. Reconnect the app’s connection on the Settings tab or log in again to start a new session. INVALID_TYPE_ON_FIELD_IN_RECORD The field value on the record isn’t valid for the field’s type. Invalid record types can happen when the object’s schema has changed and is no longer compatible with the backed-up data. Export to CSV and manually edit the values as needed before importing your data. INVALID_USERID The backup or restore process references the user ID for a user that isn’t an active member of your org. Export to CSV and manually edit the values as needed before importing your data. INVALID_USER_OBJECT The user object isn’t valid. Export to CSV and manually edit the values as needed before importing your data. REQUIRED_FIELD_MISSING A call requires a field that wasn’t specified. Recreate the missing field on the record and then run the restore job. You can also export to CSV and manually edit the values as needed before importing your data. SELF_REFERENCE_FROM_TRIGGER Apex triggers that recursively update or delete an object interfere with backup and restore jobs. Common causes of this error are when an object is updated or deleted from within a before trigger, or when an object is deleted from within an after trigger. This error occurs with both direct and indirect operations.For example, a request is submitted to update Object A. A before update trigger on object A creates a second object, object B. Object A is updated. An after insert trigger on object B then queries object A and updates it. This update is an indirect update on object A because of the before trigger. An error is generated. Fix the Apex trigger code causing the issue. You can also export to CSV and manually edit the values as needed before importing your data. UNABLE_TO_LOCK_ROW A deadlock or timeout condition has been detected. A deadlock involves at least two transactions that update overlapping sets of objects. If the transaction involves a summary field, the parent objects are locked, making these transactions especially prone to deadlocks.A timeout occurs when a transaction takes too long to complete. The timeout state is temporary. No action is needed. However, if an object in a batch can’t be locked, the entire batch fails with this error. When available, these error messages contain the IDs of the records that couldn’t be locked. Temporarily disable any workflows or automations that can interfere.You can also export to CSV and manually

November 27, 2023in Salesforce Implementation Services, Salesforce Managed Services

13Nov

Are You Ready for an End to Salesforce for Outlook?

Embracing Salesforce Change: Navigating the Transition from Salesforce for Outlook Salesforce has recently announced the sundowning of Salesforce for Outlook, presenting a significant shift that opens avenues for sales teams to reinvent their sales processes and discover new solutions that increase productivity. An end to salesforce outlook forces us to re-evaluate. As the transition looms in June 2024, it’s critical to pinpoint the capabilities your team requires beyond Salesforce for Outlook and identify a new solution. This approach ensures a smooth change, enabling your team to continue achieving sales objectives with Salesforce and the Outlook email platform. Salesforce has postponed the Salesforce for Outlook once, but don’t count on it being delayed again. Preparing for the death of Outlook: For existing Salesforce for Outlook users, consider these key steps to plan a seamless transition: The end to salesforce outlook is an opportunity to reassess sales tools and processes. Embracing automation and relationship intelligence. You can enhance efficiency, foster better relationships, and contribute to closing more deals. Reach out to Tectonic today for assistance in the Salesforce for Outlook transition. 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

November 13, 2023in Salesforce Managed Services, Salesforce Sales Cloud

28Oct

How Data Cloud and Salesforce Success Depend on Data Quality

Optimizing AI’s Impact on Your Business: The Crucial Role of Data Quality in Salesforce In the ever-evolving digital landscape, the convergence of data quality and artificial intelligence (AI) is a linchpin for organizational success. Success depends on data quality within the Salesforce ecosystem. The synergy between Einstein, an advanced AI system, and Data Cloud underscores the pivotal role of high-quality, comprehensive, and real-time data. Thereby unleashing the full potential of AI-driven insights and interactions with customers and prospects. Let’s explore how data quality profoundly influences these two emerging features. This insight will be shedding light on the repercussions of poor data quality and how Einstein and Data Cloud can elevate your organization to greater levels of sales success. Understanding Data Value Depends on Data Quality: Quality data extends beyond merely addressing duplicate records or inaccurate phone numbers It isn’t just about ensuring the area code field doesn’t contain zip codes. It is more than aligning contacts to accounts. It encompasses factors such as completeness, accuracy, and timeliness in your CRM: Consequences of Bad Data: Poor-quality data leads to inefficiencies and wasted time. Oftentimes causing flawed decision-making and strains on organizational resources. More critically, these poor business decisions often lead to tangible financial losses. Transforming bad data into quality data is imperative. Quality is key for relying on it to enhance company performance, requiring ongoing strategies rather than a one-stop solution. The Financial Impact of Accurate Data: Accurate data holds immense value. With data volumes projected to exceed 180 zettabytes by 2025, organizations must harness the power of their data. Proactive handling of data quality not only ensures higher data quality but also mitigates the financial impact of poor data quality. The sooner a plan is implemented to enhance and sustain data quality, the fewer negative repercussions organizations face in leveraging their data for growth. Your next decision is based on your last data. Is it going to help you or hurt you? Salesforce Einstein and the GIGO Principle: Salesforce Einstein, positioned as Artificial Intelligence for everyone, underscores trust as a core value. The system’s ability to create relevant and timely content and interactions is contingent on the quality of the data it operates on. Similar to the historical concept of “Garbage In, Garbage Out” (GIGO), AI results are only as reliable and valuable as the completeness and accuracy of the input data. No surprise, right? Introduction to Salesforce Data Cloud: Enter Salesforce Data Cloud, a platform allowing the organization and segmentation of customer data from any source. This open, extensible platform enables data enrichment from various sources, creating an optimal customer record. This enriched record empowers Sales, Service, and Marketing teams to perform intelligently and swiftly, ultimately driving enhanced results for the company. The WIIFM Factor: Amidst discussions about AI and Data Cloud, addressing the “What’s in it for me?” (WIIFM) question is crucial for organization adoption. Individual organizations must evaluate the reliability and accuracy of their data and determine forward-looking strategies for maintaining quality data, regardless of the source. The common theme remains: for data to yield valuable insights, it must be complete, timely, relevant, and accurate. Ultimately, success depends on data quality. Like2 Related Posts 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 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

October 28, 2023in Salesforce Data Cloud, Salesforce Einstein, Salesforce Financial Cloud, Salesforce Managed Services, Salesforce Sales Cloud

10Oct

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. 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

October 10, 2023in Salesforce, Salesforce Implementation Services, Salesforce Managed Services

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