Salesforce Archives - gettectonic.com - Page 113
Salesforce Order Management
10Jun

Salesforce Order Management Explained

An Entire Solution for Commerce In addition to both B2B and B2C Commerce Cloud, Salesforce has introduced Order Management, an application constructed on the core Salesforce platform. This application facilitates order fulfillment through automated workflows. What is Salesforce Order Management? It’s a platform for managing orders, customer records, fulfillment, inventory visibility, payments and invoicing, and customer care. Since Order Management is integrated with Salesforce CRM, it enables seamless integration with Service Cloud, assisting in handling customer requests and returns. Moreover, the Salesforce Platform can be leveraged to address any specific custom requirements you may have. Use Order Management with Service Cloud to give service agents a single view of order and service history to ensure timely processing of requests. Order Management is your central hub for handling all aspects of the order lifecycle, including order capture, fulfillment, shipping, payment processing, and service. The entire batch of data involved is all in one place, one single system of truth. With the Order Management app: Salesforce Mobile App The Salesforce mobile app is designed for easy data access on the go. You can view Salesforce Order Management record pages on the mobile app, but you can’t access its console features, like screen flows. Use Order Management to automate and manage the order lifecycle from order capture through fulfillment and post-fulfillment service. You can also store data for orders that are managed outside of Order Management. Order Management objects, together with existing objects, represent the elements of an order as the order progresses through the order lifecycle. The process for creating records in Order Management depends on your storefront. For example, if you use Salesforce B2C Commerce, the B2C Commerce Integration imports order data into Order Management. The terms “item” and “product” are used interchangeably throughout Order Management. Usually, technical areas like APIs and flow actions use “item,” while the user interface uses “product.” Order Management works with Salesforce Flow, which makes it easy for you to create manual and automated functions. We provide out-of-the-box flow templates for processes such as order summary creation, placing orders on behalf of shoppers, order fulfillment, and order servicing. Salesforce Order Management QA Is Salesforce Commerce cloud an Order Management System? The Salesforce Order Management System is the heart of Commerce Cloud, handling everything from processing orders, accepting payments online, communicating with suppliers, tracking orders, coordinating shipment schedules, and processing returns. Is Salesforce an OMS? Salesforce’s Order Management System enables businesses to make their selling process more efficient and improve the overall customer experience. What is the difference between CRM and order management? A customer relationship management (CRM) is a tool that handles customer data like contact information and past purchases. On the other hand, an order management system (OMS) tracks orders and automates order management tasks. What are the benefits of Salesforce OMS? One of the key benefits of integrating Salesforce OMS with e-commerce is that it enables companies to cut costs. The integration allows companies to manage their logistics processes more efficiently and better align their inventory levels with customer demand. Contact Tectonic today to explore an OMS solution for your business. 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

Read More
June 10, 2020in Salesforce Automotive Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Manufacturing Cloud, Salesforce Public Sector Solutions, Salesforce Sales Cloud, Salesforce Service Cloud
Cloud First
09Jun

A Salesforce Architect’s Thoughts on User Experience

The intersection of Salesforce User Experience (UX) Design and Architecture in the Salesforce ecosystem is making traction. As User Experience Designer and Strategy Designer certifications were launched by Salesforce, architects are increasingly venturing into UX to create comprehensive and well thought out solutions. This collaboration, emphasizing the importance of user experience, has the potential to increase project success through efficient, scalable, and sustainable designs, particularly for Certified Technical Architects (CTAs). User Interaction and Adoption are important considerations for architects, requiring a focus on understanding user interactions to guide effective decisions. The method of creating a user story, showing what the user needs to accomplish, assists the designers in creating solutions that are user friendly By mapping the user journey and data flow through process and journey mapping, architects gain insights into necessary objects, relationships, and high-touchpoint objects influencing Large Data Volumes (LDV). Understanding user expectations informs architects about necessary record ownership changes, conversions, security, and data visibility requirements. Salesforce UX Certifications The recent emphasis on UX design in Salesforce, marked by certifications like Strategy Designer and User Experience Designer, has prompted useful discussions within the Salesforce architect community. Personal experience completing these certifications underscores the importance of architects embracing UX design, especially on the path to becoming a Certified Technical Architect. The incorporation of journey mapping into solution design, as discovered through creating process and journey maps from CTA scenarios, has proven invaluable. The synergy between architects and UX designers manifests as they collaborate to seamlessly integrate visual and technical elements. Thus resulting in cohesive, user-friendly solutions. Despite distinct areas of expertise, both roles converge on considering user needs, business requirements, and personas, fostering pivotal collaboration that ensures functional and aesthetically pleasing systems. A user-centric approach is crucial for architects in solving problems and ensuring holistic solutions. Process mapping facilitates identifying record ownership changes, conversions, security, and data visibility requirements. Higher Probability of Success is achieved by considering the users’ interactions. Building solutions that prioritize simplicity, reducing project complexity and enhancing user understanding. Performance, Scalability, and Usage must be factored into architectural considerations. Architects need to understand system usage, scalability needs, and performance to create efficient systems capable of handling increased usage. Additionally, architects should prioritize efficiency by identifying large data volume objects and designing for scalability. Return on Investment (ROI) through Sustainability is a key factor for project success. Architects should consider both adoption and sustainable design, ensuring long-term value. ROI-driven decisions should permeate the design process. Minimizing potential rework and supporting evolving technology and business requirements. Salesforce UX in Design Process Incorporating user experience design early in the design process enhances project success by avoiding costly redesigns and ensuring the final product meets user needs. Architects must prioritize sustainability. Then they can create designs that maximize ROI and provide long-term value to the organization. User experience design is integral for architects. While providing a framework for understanding user interactions and optimizing the Salesforce solutions the arcitects design and build. Embracing UX design and collaborating effectively, architects can create systems that are not only functional and efficient but also intuitive and enjoyable to use. When designing custom Salesforce solutions, the architect should always consider the end user. At Tectonic, our entire team of Salesforce consultants focus on delivering an application that meets everyone’s expectations. Contact us 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 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

Read More
June 9, 2020in Salesforce, Salesforce Development Services, Salesforce Managed Services, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions
Snowflake and Salesforce with Embed
08Jun

Snowflake and Salesforce with Embed

Snowflake has deepened its partnership with investor Salesforce by introducing two tools that seamlessly connect their cloud-native systems. Snowflake and Salesforce with Embed. These integrations empower customers to export Salesforce data to Snowflake and analyze it using Salesforce’s Einstein Analytics and Tableau applications. The overarching goal is to provide enterprises with a unified repository for all their data. Snowflake and Salesforce with Embed The first tool, Einstein Analytics Output Connector for Snowflake, allows customers to transfer their Salesforce data into the Snowflake data warehouse, integrating it with data from other sources. This enables joint customers to consolidate all their Salesforce data within Snowflake. Automated data import ensures that the Snowflake copy remains up-to-date. The second tool, Einstein Analytics Direct Data for Snowflake, enables users to execute queries within their Snowflake Salesforce repository. These queries can also include data from other sources such as business applications, mobile apps, web activity, IoT devices, and datasets obtained through the Snowflake Data Marketplace and Private Data Exchange. The Einstein Analytics Output Connector for Snowflake is set to become available to customers later this year, while Einstein Analytics Direct Data for Snowflake is currently in open beta and is expected to be generally available later this year. Salesforce’s substantial investment in Snowflake, as a co-lead investor in its recent $479 million funding round, underscores its vested interest in Snowflake’s success. This deepened partnership between Snowflake and Salesforce highlights their commitment to providing innovative solutions that empower enterprises to harness the full potential of their data. 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

Read More
June 8, 2020in Salesforce, Salesforce Data Cloud
Salesforce AppExchange
06Jun

Implementing Tools From AppExchange Salesforce

How to install Salesforce AppExchange tools.  Salesforce AppExchange tools are great applications to extend your Salesforce instance. The AppExchange is full of solutions that allow you to easily add extended capabilities to your Salesforce org. Note that you’ll need the permission “Download AppExchange Packages” to do this. Many organizations will have their Salesforce Administrator or a third party Salesforce Partner like Tectonic assist. To get started, follow these steps: 1. Navigate to the Salesforce AppExchange. Do this in a new browser tab. And if you’re not logged in, log in and make sure that your org is connected to your trailblazer.me account.2. Look for a solution to install.3. After reading through the app listing, you can select Get It Now.4. Decide which environment to install the app in. It’s best practice to install and test in a sandbox first, Tectonic can assist.5. Verify that you agree with the terms and conditions and any other prompts for information.6. You’ll be redirected to sign in to your org.7. Now select who the app should be installed for – everyone, admins only, or custom.8. After a moment, the app installation will be complete and your app will be visible on your list of managed packages. Salesforce AppExchange tools Downloading and installing apps from the AppExchange can be tricky. Tectonic is here to help. Contact us today if you need assistance selecting, downloading, or implementing tools from the Salesforce AppExchange. 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

Read More
June 6, 2020in Salesforce Optimization
Marketing Cloud Cloudpages
01Jun

Salesforce Marketing Cloud Cloudpages

Utilize the CloudPages builder in Marketing Cloud Engagement to effortlessly publish targeted marketing content across multiple channels. CloudPages, a feature within Salesforce Marketing Cloud, offers drag-and-drop tools and pre-built templates for creating and publishing landing pages, preference center pages, and more. Salesforce Marketing Cloud empowers efficient marketing processes and streamlined customer relationship management. It enables the creation of customer profiles and tracking of interactions across various channels, including email, social media, and web interactions. CloudPages facilitates the automatic saving of Smart Capture block data, addition of default content versions to multiple destinations, and the design and preview of content in the audience’s format. For customer experience, CloudPages ensures a seamless process where prospects view and convert on pages using capture forms, with their data instantly updated in relevant Data Extensions. They are efficiently added to Journey Builder flows and receive tailored marketing communications promptly. Organize information for specific destinations, such as landing pages or microsites, with a Cloud Pages collection. Landing pages, created with Cloud Pages, can include custom forms with Ampscript and can be embedded in emails and websites. CloudPages smart capture forms can be used as a Journey Builder Entry Event. The difference between landing pages and CloudPages lies in CloudPages being an application within Marketing Cloud that can publish to various destinations, including Landing Pages. Marketing Cloud Engagement, with the inclusion of Cloud Pages, aids in conversions by providing a drag-and-drop interface for easy creation of landing pages, eliminating the need for complex coding. To create a landing page in Marketing Cloud, navigate to Web Studio > Cloud Pages, create a new collection, and within it, click ‘Create’ and select ‘Landing Page.’ Building CloudPages is user-friendly, featuring a drag-and-drop interface with templated layouts, content blocks, and dynamic content options. It allows easy insertion of text, images, buttons, forms, and more. Salesforce Marketing Cloud differs from Pardot, with Pardot being closely integrated with sales on the Salesforce core platform, while Marketing Cloud operates as a separate application. Landing pages are still crucial, as research indicates that businesses with more landing pages tend to experience higher conversion rates. The term “landing page” refers to a campaign-specific page with a single call to action and no website navigation. Insider tips for using Cloud Pages include making content relevant with Dynamic Content blocks, avoiding information overload, ensuring mobile-friendliness, and experimenting with different page versions for optimal performance. Content updated September 2023. Like2 Related Posts Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access 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 Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more Overlooked Costs of a Salesforce Implementation Let’s look at some frequently overlooked Salesforce costs. The goal is to provide businesses and decision-makers with a comprehensive understanding Read more

Read More
June 1, 2020in Salesforce Marketing Cloud
Talkdesk Dialer for Salesforce
15May

Talkdesk Dialer for Salesforce

Forge Meaningful Customer Connections with Talkdesk Proactive Outbound Engagement™-Talkdesk Dialer for Salesforce Talkdesk Proactive Outbound Engagement™ is a comprehensive suite of outbound voice and digital capabilities integrated into the Talkdesk CX Cloud™ contact center platform. This suite includes versatile dialing modes tailored for every scenario, such as Talkdesk Preview Dialer, Talkdesk Dialer, Advanced Dialer, Talkdesk Dialer for Salesforce, and Automated Notifications. Maximize contact rates by reaching customers when and how they prefer to be contacted while ensuring high-quality interactions that reflect the level of service your customers deserve. Enhance Agent Productivity to Maximize Outbound Success Tools like the Talkdesk Preview Dialer can significantly increase outbound call volume, driving connect rates from 5 to 15 or more per hour and boosting revenue by up to 200-300%. Intelligently manage outbound call pacing to filter out unproductive calls like voicemails, busy signals, and no answers, optimizing agent productivity. Launch Strategic Campaigns Effortlessly Leverage highly configurable dialing options and advanced campaign management tools to maximize contact rates through precise targeting and segmentation. The Advanced Dialer supports customizable campaign and dialing configurations to accommodate virtually any outreach and retry strategy. Empower Agents with Smart Dialing Modes Equip agents with predictive, power, progressive, preview, and agentless dialing modes, complemented by a patented AI-driven answering machine detection algorithm. Salesforce Quick Campaign, part of the Talkdesk Dialer for Salesforce™ product, allows manual selection of Salesforce records for dialing using preview or power dialing modes. Streamlined List Management for Seamless Operations Set up calling lists effortlessly by uploading a CSV file or pushing records from Salesforce, other CRMs, or business systems via an API. Web leads can be seamlessly integrated into ongoing campaigns for immediate dialing, ensuring every hot lead is promptly engaged. Ensure Quality Connections with Talkdesk Dialer for Salesforce™ Talkdesk Dialer, fully embedded within the Salesforce UI, offers power and preview dialing to balance productivity with call quality and personalized customer interactions. Deliver Efficient and Proactive Notifications Go beyond voice calls with Talkdesk Automated Notifications, anticipating customer needs through automated event-triggered SMS notifications. Configure rules and content for each notification to deliver highly personalized messages that enhance efficiency and customer satisfaction. Robust Reporting and Insights While pre-set out-of-the-box reporting tools are currently unavailable for Talkdesk Dialer for Salesforce, Salesforce users can leverage standard Salesforce reporting functionality to create custom reports. Talkdesk Dialer™ is designed to automate the dialing process, maximize outbound call volume, and facilitate meaningful connections with customers while ensuring compliance with regulatory requirements. Learn more about our solutions crafted to optimize every customer interaction at talkdesk.com. 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

Read More
May 15, 2020in Salesforce, Salesforce Sales Cloud
Salesforce Marketing Cloud
13May

Marketing Cloud Connector

Marketing Cloud Connect is an API integration that connects Marketing Cloud with other Salesforce systems, such as Sales Cloud and Service Cloud. The Salesforce Marketing Cloud Connector brings connectivity between the Salesforce cloud platforms. What are the prerequisites for Marketing Cloud connector? Marketing Cloud Connect requires a relationship between a single Marketing Cloud account and one or more Salesforce orgs. Your Marketing Cloud account must be provisioned and enabled for use with Marketing cloud Connect before connection. Subscriber Key is required for Marketing Cloud Connect. You can’t have multiple Sales or Service Cloud orgs connecting to one Marketing Cloud account. But you can have multiple business units connected to multiple different Sales or Service Cloud orgs. How does MC Connect work? Marketing Cloud Connect combines the digital marketing capabilities of Marketing Cloud with the data management, segmentation, and campaign management tools in Salesforce. Create powerful customer relationships with more data-driven, personalized conversations and the ability to automate the customer journey. What do users need for most Marketing Cloud connect functionality? To use most Marketing Cloud Connect functionality, users need a license for the Marketing Cloud and a license for Sales or Service Cloud. Understanding the user types and permissions associated with Marketing Cloud Connect is essential to configuration and they are referenced throughout the Salesforce documentation. What is the contact key in Marketing Cloud connect? The contact key is a unique subscriber defined by a customer-provided Contact Key. Each time a subscriber is added to Marketing Cloud, it must have a Contact Key defined. This key is used to identify a single person across multiple channels inside of Marketing Cloud. So if John Smith has two email addresses, one mobile number, and two physical addresses, the contact key unifies the data into a single record. Like Related Posts Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access 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 Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more Overlooked Costs of a Salesforce Implementation Let’s look at some frequently overlooked Salesforce costs. The goal is to provide businesses and decision-makers with a comprehensive understanding Read more

Read More
May 13, 2020in Salesforce Marketing Cloud
Salesforce Trailheads
04May

Salesforce Trailheads

Salesforce (or “sforce”) is open to all, whether you’re an admin, user, or developer, with dedicated learning paths available for each role. Salesforce Trailheads Trails are curated learning journeys consisting of modules and projects, designed to guide users through various topics, develop relevant skills, and gain hands-on experience with Salesforce products. Modules break down complex subjects into manageable units, offering insights into features, their functionalities, and step-by-step instructions. Interactive challenges provide opportunities to test your comprehension. Salesforce Trailheads are an integral part of the company’s free online learning platform. This resource assists developers in transitioning from Salesforce Classic to Salesforce Lightning Experience, a modern development platform that utilizes declarative code, making it accessible to individuals with limited coding knowledge. Trailhead’s guided learning paths are freely available, aligning with Salesforce’s commitment to democratize industry knowledge. While some specialized courses are offered through Trailhead Academy for a fee, the majority of content is accessible at no cost. Salesforce’s official learning platform, Trailhead, offers comprehensive interactive learning paths called “trails.” Covering basic to advanced topics, these trails are free and often include hands-on practice through projects and challenges. The time required to learn Salesforce varies based on the area of focus. For Admin skills, it may take three to four months, while Salesforce Developer and Consultant skills may require five-plus months and six or more months, respectively. Trailhead, utilized by over 3 million individuals, is a recommended platform to embark on this learning journey. Trailhead is accessible to anyone with an internet connection, regardless of background, age, gender, or beliefs. Creating a free Trailhead account (no Salesforce CRM account required) is quick and easy at Trailhead.com. Operating on a gamification model, Trailhead awards badges and points to users as they progress through ranks. Achieving the highest rank, ‘Ranger,’ requires earning 100 badges and accumulating 50,000 points, signifying a significant accomplishment for Trailblazers. Trailhead empowers individuals to become Trailblazers by providing in-demand skills for career transformation, globally recognized credentials, and opportunities for connection within the vibrant Trailblazer Community. Learning is made flexible with the Trailhead mobile app, enabling users to upskill anytime and connect from anywhere. Content updated November 2023. 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

Read More
May 4, 2020in Salesforce
Summary Formulas and Row Level Formulas
22Apr

Summary Formulas and Row Level Formulas

Salesforce report formulas serve various purposes, from grouping records to performing calculations and comparing data. In the Salesforce Report Builder, you’ll encounter two distinct types of formulas: Summary Formulas and Row-Level Formulas. Although they may sound similar, they serve different functions. Summary Formulas operate across multiple records, displaying their results at the bottom of a column. Conversely, Row-Level Formulas pertain to a single record and display their results directly on the corresponding row. Let’s dip into examples of both Row-Level and Summary Formulas to understand their applications in Salesforce reports. Example 1: Total Opportunity Amount Suppose your boss requests a report showing the total Opportunity Amount broken down by Country. In this scenario, you wouldn’t require a Summary Formula field. Instead, simply select the Opportunity Amount field and check the SUM checkbox. If you include a grouping based on Country, the report will automatically generate a summary line. Example 2: Average Monthly Case Volume for a Specific Product Now, imagine the support team asks for a report indicating the monthly average of Cases for a specific Product over the past year. Here, you’d utilize a Summary Formula. Ensure the Product field is set as a ‘Group By Row’ field, then select Summary Formula from the Columns drop-down. Create the formula by dividing the Record Count by 12 (the number of months in a year), and assign a column name, such as “Monthly Avg Cases.” Example 3: Checking Field Value Matches For another scenario, let’s say you’re tasked with verifying that at the Case level, the Billing State matches the Shipping State of the associated Account. With Row-Level formulas, you can accomplish this without creating a new field. Add a Row-Level Formula from the Columns drop-down, then create an IF statement comparing the Billing State to the Shipping State, resulting in either 0 (not matching) or 1 (matching). It’s valuable to note some considerations regarding Row-Level formulas, such as the limitation of one Row-Level formula per report and a maximum of five referenced fields. Additionally, Row-Level formulas cannot be used for cross-filters or buckets. Refer to Salesforce documentation for more details on restrictions. In conclusion, understanding the distinction between Row-Level and Summary Formulas empowers you to leverage the appropriate formula type effectively in Salesforce reports, optimizing your data analysis and decision-making processes. 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

Read More
April 22, 2020in Salesforce, Salesforce Development Services, Salesforce Optimization
Secure and Compliant Data Sharing With Grantmaking PSS
10Apr

Secure and Compliant Data Sharing With Grantmaking PSS

Control and Monitor Data Sharing with Compliant Data Sharing in Salesforce Compliant Data Sharing in Salesforce allows administrators and grant managers to control and monitor data sharing within Experience Cloud and CRM without needing to write complex code. By enabling and configuring this feature for specific objects, CRM and Experience Cloud users can seamlessly share Grantmaking records. Secure and Compliant Data Sharing With Grantmaking PSS. Key Features and Benefits of Secure and Compliant Data Sharing With Grantmaking PSS How to Implement Compliant Data Sharing Compliant Data Sharing Overview Objects and Roles Configuring and Managing Compliant Data Sharing Implementation in Public Sector Solutions Objects Supported by Compliant Data Sharing in Public Sector Solutions Considerations and Limitations Conclusion Compliant Data Sharing in Salesforce provides a robust framework for managing data sharing within Experience Cloud and CRM. By enabling detailed control and monitoring without complex coding, it helps organizations enhance compliance, improve operational efficiency, and streamline collaborative efforts across various departments and processes. 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

Read More
April 10, 2020in Public Sector Solutions
Talkdesk Dialer for Salesforce
06Apr

Talkdesk Dialer for Salesforce

Talkdesk Dialer for Salesforce™ Guide Compatibility and ConfigurationTalkdesk Dialer for Salesforce™ is fully compatible with the Conversations app. It is crucial for the dialer to recognize the agent’s login session in the Salesforce Connector, also known as Salesforce’s phone widget or phone CTI. Ensure this connection is correctly configured by following the instructions in the article Please login in Salesforce Connector. Features and Dialing ModesTalkdesk Dialer for Salesforce enables agents and salespeople to automatically dial a list of Salesforce records, including Contacts, Leads, Accounts, Cases, and Opportunities. It offers two dialing modes: Preview Mode: Agents can review records before calls are initiated and choose to start the call or skip to another record.Power Mode: Calls are launched automatically one after the other, with a defined delay between calls.Getting StartedTo start using the dialer, follow these steps: Create a dialer list.Create a Talkdesk campaign.Add the dialer lists you want to call to the Talkdesk campaign.Start dialing.Creating a Dialer ListGo to Dialer Lists and click New.Select a Salesforce object (Contacts, Leads, Accounts, Cases, Opportunities) and choose multiple list views of that object to be part of the same dialer list.Set the following attributes:Type: Dialing or Do Not Call.Priority: Determines the order of calls when multiple lists are part of a campaign.Sorting Order: Choose any field from the Salesforce object to order the records.For more details, refer to How to use Salesforce Dialer Lists. Creating a Talkdesk CampaignEnsure you have Talkdesk Dialer for Salesforce creation permission. If not, follow the instructions in Setting up and Configuring Talkdesk Dialer for Salesforce. Navigate to the Talkdesk Campaigns tab in the Talkdesk Lightning app or click the Dialer button in a record list view. Click New Talkdesk Campaign and follow the wizard steps: Name and Description: Provide a name and description for your campaign.Dialing Mode: Choose either Preview or Power mode and configure the behavior.Preview Time: Set the time agents have to review record information before dialing.Delay Between Calls: In Power mode, set the time between the end of one call and the start of the next.When a Call Starts: Decide if the modal with record information should be open.Set the campaign’s start and end dates, time range, timezone, retry attempts for failed calls, and assign agents. Add up to 10,000 records from Dialing and Do Not Call lists. The records will be deduplicated based on phone numbers. Any records in both lists will not be added to the campaign. Configure campaign settings to reflect updates to dialer lists as long as the campaign status is not Finished. Editing a CampaignGo to the Talkdesk Campaigns list and click the edit button next to the campaign you want to edit.You can edit all attributes, except the object type, for campaigns that are Ready or Incomplete.Dialing Through a CampaignGo to the Talkdesk Campaigns page via the Dialer button in a list view or the Talkdesk Campaigns tab.Click the campaign name and then Start Dialing.Agents can pause and resume the campaign. The campaign ends for all agents when a user with permission clicks Finish.General Notes and ConsiderationsPermissions: Agents see campaign records based on their Salesforce permissions. Talkdesk permissions for creating and editing campaigns only apply on the Talkdesk Campaigns page.Campaign Statuses:Scheduled: Ready to start, not yet reached Start Date.Incomplete: Missing agents or dialer lists, cannot be dialed.Ready: Ready to be started by assigned agents.Running: Currently running, cannot be edited.Expired: Passed End Date but can be edited and rerun.Finished: Completed, cannot be edited or rerun.By following these guidelines, you can effectively use Talkdesk Dialer for Salesforce to enhance your dialing campaigns and improve sales and customer service efficiency. 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

Read More
April 6, 2020in Salesforce

Subscribe to our mailing list. Join our mail list to receive our newsletter

We'll keep you up to date with our latest news, insights, free resources, and much more.
Don't worry, we won't spam you.
gettectonic.com