Salesforce Managed Services Archives - gettectonic.com - Page 3
Salesforce Backup
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

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November 27, 2023in Salesforce Implementation Services, Salesforce Managed Services
Tectonic Salesforce 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 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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November 13, 2023in Salesforce Managed Services, Salesforce Sales Cloud
How Good is Our Data
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. Like3 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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October 28, 2023in Artificial Intelligence, Data, Salesforce, Salesforce Data Cloud, Salesforce Einstein, Salesforce Financial Cloud, Salesforce Managed Services, Salesforce Sales Cloud
Salesforce CPQ
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 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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October 10, 2023in Salesforce, Salesforce Implementation Services, Salesforce Managed Services
Salesforce
06Oct

Salesforce Integrations for Sales Users

Salesforce integration offers compatibility with a wide array of business tools, and this insight article from Tectonic zeroes in on the most advantageous integrations tailored for your sales teams. Salesforce Integrations for Sales Users encompass various areas from contract management tools to lead enrichment and marketing automation platforms, the focus is on enhancing the efficiency of your sales operations. Understanding Salesforce Integrations A Salesforce integration is a mechanism linking the CRM with one or more business tools, facilitating seamless data transfer and automation of repetitive administrative tasks. With over 2,500 integrations, Salesforce is one of the most connected and flexible CRMs on the market. Let’s dive into the top Salesforce integrations for sales teams in 2024. Best Salesforce Integrations for Sales Teams 1. Slack – Streamlined Internal Communication Owned by Salesforce, Slack integration ensures smooth communication by facilitating easy sharing and querying of records between the two platforms. This integration promotes real-time updates, fostering improved collaboration, quicker decision-making, and enhanced productivity. Slack and Salesforce integrations are easy to set up and Tectonic can help. User Reviews: 2. Salesloft – Elevating Sales Engagement Salesloft complements Salesforce by focusing on customer engagement. This integration allows the import of contacts from Salesforce into Salesloft, enabling seamless communication with prospects. Recorded communication details are then synchronized back into Salesforce, offering visibility into deal progression and prospect engagement. User Reviews: 3. Chili Piper – Simplified Scheduling Chili Piper’s integration with Salesforce streamlines appointment scheduling by enabling one-click meeting scheduling within Salesforce. Every booked meeting is automatically logged and tracked as an event in Salesforce, contributing to improved data accuracy and efficient scheduling. All interactions with leads are added to engagement activity in their Salesforce record. User Reviews: 4. Juro – Accelerating Contract Management Juro’s all-in-one contract management platform integrates seamlessly with Salesforce, enabling sales reps to generate sales agreements effortlessly. The integration facilitates real-time syncing of data between the two platforms, allowing for swift contract drafting, negotiation, and management. Key Benefit: 5. LinkedIn Sales Solutions – Incorporate LinkedIn profiles to Salesforce records LinkedIn Sales Solutions embeds LinkedIn profiles with the CRM providing timely insights on buyers and companies. Data Validation flags out-of-date contacts. Key Benefit: 6. Lead Capture in Sales Cloud – Collect leads from Facebook and Google directly into Sales Cloud This application enables marketers to collect lead data from two primary external platform ad forms and share them with sales teams. Key Benefit: Salesforce Integrations for Sales Users These Salesforce integrations are tailored to augment the capabilities of sales teams, ranging from internal communication to contract management, ultimately fostering efficiency and productivity. If you are looking at tools to integrate with Salesforce for your teams, contact Tectonic for Salesforce implementation assistance. 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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October 6, 2023in Data, Google, Marketing Automation, Salesforce, Salesforce Managed Services, Salesforce Sales Cloud, Salesforce Slack
Salesforce CDP
06Sep

Utilizing a CDP

In the current digital landscape, customer data stands as a pivotal asset for organizations aiming to craft personalized and targeted experiences. Yet, the primary challenge for utilizing a CDP lies in the aggregation and consolidation of this data, often dispersed across a multitude of sources. This is where the significance of Customer Data Platforms (CDPs) becomes evident. Configured for optimal use, your data is good to go. A CDP functions as a software system that integrates customer data from various sources, encompassing marketing automation, AdTech, commerce, service, analytics, procurement, production, logistics, compliance, and more. The consolidated data is housed within a unified platform for analysis and marketing purposes. By serving as a single source of truth, CDPs empower organizations to create more pertinent, real-time, contextual, and compliant experiences for their customers. Operating as a connector within existing tech stacks, CDPs play a crucial role in filtering and binding siloed and fragmented customer data from diverse teams. This results in actionable insights, more profitable interactions, and a foundation for the growth of customer value. CDPs extend their utility beyond marketing, offering advantages to sectors like healthcare, where they can unify patient data, eliminate data silos, and furnish timely information to enhance patient outcomes. By addressing prevalent challenges such as unconnected data, non-optimized work efforts, operational inefficiencies, and encumbered time-to-market, CDPs prove instrumental in fostering organizational success. It’s important to highlight that a CDP is not a substitute for a CRM solution, especially in large enterprise settings. Integration with critical data-source systems beyond the martech stack is essential for extracting hidden value from the organization’s data. Utilizing a CDP As the digital marketing industry navigates the transition to a cookieless future, and first-party data takes precedence, the value of CDPs is set to grow. However, to unlock their full potential, the adoption of CDPs should extend beyond marketers. CDPs must evolve into interconnected sources of truth across all departments and interactions, both physical and digital. By functioning as cohesive data aggregators, they enable organizations to harness vast volumes of customer-impacting data and insights, delivering optimized, hyper-personalized, and differentiating experiences. 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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September 6, 2023in Salesforce Managed Services
Salesforce for Small Business
05Sep

Salesforce for Small Business – The Salesforce Starter Edition

Salesforce may be used by large enterprises, but it allows great automation tools for smaller businesses as well. With Salesforce Starter Edition. The pricing that Salesforce offers here is manageable by almost everyone and can be used to kickstart a small business. What is the Salesforce Starter Edition? Salesforce Starter brings powerful tools into one marketing experience, where you can leverage customer data and engage the people who follow your brand. A streamlined campaign experience brings contacts and content together, while flows enhance and automate your daily tasks. Is Salesforce too expensive for small businesses? Salesforce is a famous CRM software, but it is expensive for small businesses. Key CRM features like Automation and Sales Reports come with a costly Salesforce enterprise plan. Explore and compare price vs value proportion to get the most affordable small business CRM. Introducing Salesforce’s all-in-one, easy-to-use solution that brings marketing, sales, and service together. Starter Suite is the fastest, easiest way to get started with a complete CRM. Pro Suite adds customization capabilities and automated business processes to fit your needs. What can you do with Salesforce Starter Edition and Pro Suites? Find more leads, win more deals, and keep customers happy with out-of-the-box tools built into the world’s #1 CRM suite. Starter Suite helps you start fast and grow faster with marketing, sales, and service. Pro Suite takes Starter to the next level, unlocking customization, automation, and enhanced sales and service functionality. If your small business is considering a Salesforce implementation, contact Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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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September 5, 2023in Data, Enterprise, Salesforce, Salesforce Development Services, Salesforce Managed Services
Salesforce Commerce Cloud Ecommerce Implementation Tasks and Roles
26Jul

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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July 26, 2023in Salesforce Commerce Cloud, Salesforce Implementation Services, Salesforce Managed Services
Salesforce Communications Cloud
09Jun

Salesforce Communications Cloud

Salesforce’s Communications Cloud enables the delivery of digital-first journeys and seamless order processes, offering time and cost savings while enhancing operational efficiencies. In collaboration with Tectonic, this Salesforce tool empowers the creation of straightforward yet powerful digital experiences. It aids in streamlining product and service launches, adhering to industry standards, architectures, and leveraging predictive analytics to reduce churn. Communications Cloud Formerly Vlocity Built on the world’s leading CRM platform, Communications Cloud, formerly known as Vlocity for communications, empowers B2C, B2B, and wholesale communications service providers (CSPs) to transition to a catalog-driven digital BSS (digital business support system). With purpose-built industry functionality and the comprehensive capabilities of Sales Cloud and Service Cloud, service providers can swiftly adapt to changing customer expectations, achieve faster time-to-value, and integrate every aspect of their organization, from marketing and retail channels to customer care and operations. B2B, B2C, and Multi-Channel Salesforce Communications Cloud ensures businesses exceed customer expectations across B2B, B2C, and multiple channels. It seamlessly integrates with Salesforce Marketing, Sales, and Service Clouds, offering industry-specific functionality. Utilizing analytics and artificial intelligence (AI), it delivers personalized services, enabling omnichannel marketing across various channels. Get Help Today Collaborating with Tectonic ensures the seamless integration of Communications Cloud functionality with other Salesforce systems, promoting smooth data flow and cohesive organizational processes. For specific business operations, like number reservation systems or credit check applications, that are not directly supported by Salesforce Customer 360, OmniStudio and APIs can be employed to integrate third-party applications. This solution provides industry-standard APIs, including TMF620 and TMF645 APIs. Thereby automating processes for faster and more accurate service. Tailored Customer Interactions Communications Cloud allows tailoring customer interactions based on individual preferences, providing notifications about promotions, service activations, outages, billing information, product changes, and feedback opportunities. Each communication is tracked on the customer account. Thus enabling Einstein Analytics to monitor interactions for efficient and personalized service. Commercial and technical teams collaborate using a shared catalog to design and develop customer-specific offers. With reusable components in the shared catalog, teams can efficiently build, test, and connect offer elements, reducing time-to-market. Customers can order products and services through various channels, and Communications Cloud, being omnichannel, processes and stores information using a master data source. It ensures that products and services offered are relevant, correctly configured, priced, available, and deliverable before the order is placed. Integration with Marketing and Service Clouds facilitates order fulfillment, service scheduling, and customer communication. Call center interactions become opportunities to build relationships and make informed suggestions. What used to be complaints now enhancing the customer experience. In the communications industry, changes to plans and services, known as move, add, change, delete (MACD), are managed through Communications Cloud integration with Salesforce Service and Marketing clouds. Sales reps create MACD orders with industries CPQ, keeping customers informed of progress and scheduling relevant service appointments. Tectonic, as a Salesforce Consulting Partner, assists companies in utilizing Communications Cloud effectively. Through the discovery process, roles and responsibilities are mapped to determine how key employees can best leverage Salesforce Communications Cloud. Tectonic comprises a skilled team of Salesforce-certified Consultants, Developers, Analysts, and Project Managers. Specializing in innovative Salesforce solutions, the team brings custom Salesforce technology to various business aspects. Always ensuring strategic services align with specific needs. Like 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 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 Best CPQ for Salesforce Many businesses, once they select the best Salesforce CPQ tool for their business, turn to an implementation partner like Tectonic Read more

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June 9, 2023in Salesforce Communications Cloud, Salesforce Managed Services
Salesforce
21Apr

Salesforce User Management

The user object holds significant importance as a fundamental standard Salesforce component regularly utilized in day-to-day operations. Proficiency in Salesforce user management, combined with a comprehensive understanding of the complexities of the user object, is crucial. This article explores the responsibilities of a Salesforce Administrator, offering insights into maintaining controlled access to Salesforce and its associated data. It also outlines strategies for optimizing functionality for Salesforce users. Types of Users in Salesforce: Salesforce encompasses both internal and external users based on integrated products, leading to two primary license types: Salesforce User License and Experience Cloud License, each with specific functionalities. A thorough understanding of these licenses and their capabilities is essential for effective user management. Additionally, consider feature or permission set licenses for specific functionalities, such as CPQ or Tableau CRM, which may incur additional costs. Explore Salesforce User Management Settings: Regularly visiting the User Management Settings page during Salesforce releases is crucial. The Field-Level Security for Permission Sets during Field Creation, available in beta, proves to be a valuable tool, streamlining the process for admins. The upcoming mandatory implementation of multi-factor authentication (MFA) starting Summer ’24 can be explored early on to ensure a smooth transition for users. Automate Permission and Group Assignment: User access policies, currently in beta, introduce criteria-based automation for granting or revoking permission sets, licenses, groups, and queue memberships. Admins can set up policies based on user creation, update, or both. Before enabling this feature, carefully review considerations and determine situations where it makes sense to revoke permission sets using policies. Muting Permissions?: Permission set groups are instrumental in defining combinations for different personas or functions. Admins can reuse the same permission sets in multiple groups without maintaining identical access. The introduction of a “muting permission set” within the group allows for impacting only that group without altering the actual permission sets. Know your Org-Wide Defaults: The sharing settings page, following object and field access, is a priority in Salesforce user management. Org-wide defaults set the baseline access level for users to view others’ records. Record access can also be controlled using account or opportunity teams, enabling users to define and add others as needed. Freeze!: The Freeze/Unfreeze button on the user record provides a useful feature for administrators. It allows the temporary “freezing” of a user who has left the organization but cannot be deactivated immediately. During the freeze period, the user cannot access Salesforce, while the license remains unavailable for further use. Empower Your Users: User enablement is crucial for a successful Salesforce user experience. Training users on out-of-the-box and custom functionalities ensures faster adoption. Sharing productivity tips, such as customizing the navigation bar, empowers users to tailor their experience. A user-friendly interface allowing customization enhances overall usability. Effective Salesforce user management is integral to the overall experience (UX). From creating permission sets to extending object and field access, Salesforce Administrators play a crucial role in ensuring a seamless and secure interaction with key business information. 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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April 21, 2023in Salesforce, Salesforce Managed Services
Custom Campaign Types
04Mar

Custom Campaign Types

Customizing Campaign Types in Salesforce The Type field in your campaigns indicates the overall method or channel used, such as Direct Mail or Referral Program. Customizing the picklist for this field helps to better organize the various campaign types your business runs. Marketers can use the Type field to track and compare the performance of different campaign methods, making it easier to optimize strategies. Available Editions User Permissions Required Default Values in the Type Field The Type field comes with a set of default values, including: Customizing Campaign Types Steps to Customize Campaign Types: Creating a Dependent Picklist You can also create dependent picklists to define subcategories under your main campaign types. Important Notes: How to Create a Dependent Type Picklist: Optimize Campaign Tracking By customizing and organizing campaign types, you can gain better insights into the effectiveness of various marketing strategies. Whether you’re using Lightning Experience or Salesforce Classic, tailoring campaign types helps you track performance and optimize future campaigns effectively. 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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March 4, 2023in Enterprise, Salesforce, Salesforce Managed Services, Salesforce Marketing Automation
Salesforce Data Cloud
27Feb

Salesforce Data Cloud

Revolutionizing Customer Engagement with the First Real-Time Platform – Salesforce Data Cloud In today’s business environment, customer expectations are soaring, with 71% anticipating personalized interactions at every touchpoint. However, the deluge of data, diverse devices, and evolving experiences poses a challenge for companies to maintain relevance. The typical business juggles an average of 1,061 form completions resulting in fragmented customer profiles and a sense of anonymity. The experience rather than giving personalized value. Leading to a sense of disconnection. Imagine a solution that consolidates all customer data, spanning channels and systems, into a unified source of truth. What if this real-time data could transform customer interactions? Empowering you to make them feel not just recognized but truly understood? Enter Salesforce Data Cloud, the inaugural real-time platform designed for customer magic. Data Cloud seamlessly integrates real-time data into Customer 360, unlocking the potential for enchanting customer experiences. Equipped with built-in connectors, Data Cloud aggregates data from diverse sources—Salesforce apps, mobile, web, connected devices, legacy systems via MuleSoft, and historical data from proprietary lakes—all in real time. However, the true power lies in distilling this vast pool of data into a cohesive customer view. Data Cloud achieves this by harmonizing and storing customer data at an extensive scale, crafting a dynamic, real-time customer graph—a singular source of truth. Real-Time Visibility The Data Cloud process involves connecting data streams, harmonizing the data into a real-time customer graph, and making it available across the Customer 360, facilitating engagement and creating magical experiences—all unfolding in real time. This real-time customer graph continually evolves as it absorbs more customer data. Activating this data across the entire Customer 360 empowers companies to create personalized, magical experiences. The real-time data from Data Cloud enhances automation with Flow and augments intelligence with Einstein, all under the reliable umbrella of Hyperforce infrastructure. The result? An automated, intelligent, and real-time Customer 360, delivering cost savings, time efficiency, and revenue growth. Data Cloud’s impact spans across the Customer 360 ecosystem: In essence, Data Cloud empowers businesses across industries to deliver real-time, intelligent, and automated experiences, fostering loyalty, cost efficiency, and increased ROI—a truly magical transformation! 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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February 27, 2023in Salesforce Data Cloud, Salesforce Implementation Services, Salesforce Managed Services

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