Salesforce Archives - gettectonic.com - Page 118
Salesforce
04Mar

Fully Leveraging Salesforce

Salesforce, a dominant force in customer relationship management (CRM) systems, revealed a study that suggests that 83% of sales professionals believe their organization is fully leveraging their CRM system. Sounds pretty good, right?  Despite the prevalent automation and intelligence features within modern CRM systems, sales representatives still invest over 70% of their time in manual and repetitive tasks which aren’t focused on closing the deal. Not so good. This prompts the question: Why do sales reps dedicate so much time to non-selling activities? The answer may reside in the potential for enhanced CRM utilization. Only 37% of inside sales professionals strongly affirm that their organization maximizes their CRM’s capabilities, with inside sales reps identifying a clear opportunity for improvement. Addressing this issue involves prioritizing features deemed most valuable by sellers. Unsurprisingly, automation and intelligence functionalities are at the forefront. Salesforce, for instance, provides automation capabilities through Salesforce Einstein, utilizing artificial intelligence to automate tasks and deliver insightful analyses. Salesforce offers an array of tools and features to empower sales reps in their selling efforts, including Salesforce Lightning. Streamlining the sales process and enhancing productivity. Salesforce provides an extensive repository of resources and tutorials to assist sales reps in unlocking the platform’s full potential. Although CRM systems like Salesforce wield considerable power for sales organizations, their effectiveness hinges on being fully harnessed. By emphasizing automation and intelligence features, sales reps can allocate more time to selling and less to manual tasks. Fully leveraging Salesforce extends a wealth of tools and resources to help organizations optimize their CRM systems and enhance sales productivity. Tectonic is ready to elevate your team’s performance through Salesforce tuning and a comprehensive health check. Connect with us today for transformative solutions. 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

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March 4, 2019in Einstein 1 Platform, Salesforce, Salesforce Implementation Services, Salesforce Optimization, Salesforce Sales Cloud, Salesforce Service Cloud
Data Collection
02Mar

Collecting Customer Data and Acting On It

Salesforce Data Collection and Customer Journey Mapping for Better Outcomes At the forefront of customer engagement, sales revenue leaders have a pivotal role in shaping a company’s overarching strategy and enhancing customer experience (CX). Through the extraction of valuable insights from Salesforce data collection, they illuminate areas for improvement, fostering long-term revenue growth.  This is all driven by customer data. Customer Journey Mapping A powerful method to gain a comprehensive understanding of the customer journey involves creating a customer journey map. This is based on your Salesforce data collection. This map traces customers’ experiences, unveiling pain points and moments of truth within the sales process. Utilizing this information, companies can enhance CX, predict revenue more accurately, and make data-driven decisions. For instance, if sales revenue executives observe that only a limited number of customers are transitioning from a free service to a paid one, they can experiment with innovative approaches to prompt purchases. Employing digital nudges, such as reminding customers of the limited time remaining to avail the free service, revenue leaders can iterate and refine their strategies until they resonate with customers. Salesforce Next Best Action can notify sales representatives of customers most likely to be ready to convert. Salesforce automations can move likely to convert customers to next best action campaigns and make intuitive decisions based upon predetermined criteria. Thanks to technological advancements in Salesforce, tracking and analyzing customer behavior is now more accessible than ever. Leveraging data analytics, AI, and machine learning, companies can delve deeper into every digital touchpoint, assessing its impact on CX. This empowers revenue leaders to evaluate the success of diverse initiatives, compare the effectiveness of multiple communication channels, and make decisions grounded in data. Decision Based on Salesforce Data Collection One consequential decision involves identifying high-value customers in the sales pipeline. Through data analytics, revenue leaders can ascertain which customers are most likely to complete a purchase, allowing for resource allocation optimization. This approach prevents the squandering of time and resources on low-value prospects and facilitates an accurate prediction of future revenue. Sales revenue leaders emerge as key drivers of growth and CX enhancement. By harnessing technology and data-driven insights, they can make informed decisions, fine-tune customer journeys, and ultimately propel revenue growth. Let Tectonic craft a tailored program for data collection and customer journey mapping 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

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March 2, 2019in Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Sales Cloud
Salesforce Quote-to-Cash
27Feb

Acronyms for Quote-to-Cash

Here is a helpful glossary of quote-to-cash acronyms you will hear in the Salesforce Ecosystem. Acronym Meaning Defintion ACV Annual Contract Value The annual revenue generated from each customer contract, each year. ARR Annual Recurring Revenue The annual revenue generated from all customer contracts (ie. the company-level revenue), a metric used by subscription-based businesses (such as those offering SaaS – software as a service). CLM Contract Lifecycle Management CLM tools manage the complexities of the contract lifecycle: the creation of the contract itself, which can range from a simple, single-page agreement to a massive list of specifications and amendments. Then you have the negotiation process and the approval process. And finally, you must manage the post-approval period, which generally consists of administering the contract, enforcing terms, and data reporting (source). CPQ Configure Price Quote CPQ tools enable sales teams to quickly and accurately generate quotes. Salesforce CPQ is an add-on product that sits on top of Sales Cloud. There are multiple CPQ tools that can be integrated with Salesforce. MDQ Multi-Dimensional Quoting Commonly used for quoting with multiple years/terms/segments where you may have a ramp-up in price over the course of the segments and/or a ramp-up in the quantity of the product being sold. SKU Stock Keeping Unit “A unique number assigned by a retailer to items in their inventory” (source). A SKU in the computer system ties directly to a physical product through a bar code. TCV Total Contract Value The total revenue generated from each customer contract, for all years. For example, a 3-year contract with $1 mil ACV will be $3 mil in TCV. 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

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February 27, 2019in Data, Salesforce, Salesforce CPQ, Salesforce Financial Cloud, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions, Salesforce Revenue Cloud, Salesforce Sales Cloud
service cloud
11Feb

Salesforce Service Cloud Question-to-Case Explained

The Salesforce Service Cloud Question-to-Case feature streamlines the process for moderators to create cases from questions in Chatter, facilitating the efficient tracking and resolution of customer issues. Accessible across multiple platforms, including your Salesforce org, Salesforce mobile web, Aura, and Salesforce Tabs + Visualforce sites with Chatter Questions enabled, this feature ensures a seamless experience. When a customer uses the Question action in Chatter to ask a question, similar questions and Knowledge articles appear below the Chatter publisher. If the similar questions and articles don’t address the issue, the customer posts the question. The customer who asked the questions receives an email notifying them that a case was created from their question. The email provides the case number and a link to the case. Agents can respond to the question directly from the case feed using the action in the publisher. When agents find a solution, they can respond to questions directly from the console, and the customer sees the agent’s response on the question or in the My Cases view. Agents choose whether the reply is visible to the Experience Cloud site, or only to the customer who asked the question. The Salesforce Case object forms the base of the Case Management capability of Service Cloud which helps improve the overall user experience for both customers and staff. The Salesforce Question-to-Case Connector further enhances efficiency by synchronizing questions generated in Jive with cases in the Salesforce org. This integration promotes a unified approach to managing customer inquiries. As a valuable tool in Salesforce, Question-to-Case facilitates the escalation of questions to cases, enabling agents to promptly address open issues. Community users, granted moderator permissions, also possess the ability to escalate questions to cases. Salesforce Case Management allows us to record, track and solve customer issues by sales, service and support. It includes the ability to create cases either from an email (email to case), from a web form (web to case), or manually. Cases are the backbone of Service Cloud. Cases help you track and resolve customer issues, showing you a complete view of the customer. To harness the benefits of Question-to-Case, ensure its activation in your Experience Cloud sites, Salesforce org, or both. In the broader context of case creation in Salesforce Service Cloud, cases can be initiated through various channels, such as online case logging, Case Support (CTI), and Email Support. Once a case is generated, the subsequent step involves assigning it to a sales agent or queue for efficient resolution. How do I create a case hierarchy in Salesforce? To create a case that is automatically associated with a case whose detail page you’re viewing, click the New button on the Related Cases related list. From the New dropdown button, Classic users can choose to create either a blank case or a case with information from the parent case. 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

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February 11, 2019in Data, Salesforce, Salesforce Implementation Services, Salesforce Sales Cloud, Salesforce Service Cloud
Salesforce Custom Objects
04Feb

Salesforce Custom Objects Explained

What are custom objects in Salesforce? These include accounts, cases, contacts, and opportunities—the kind of information that almost every organization is keeping tabs on in Salesforce. Custom objects go beyond what comes out of the box. They’re objects you create to handle the specific needs of your organization or industry. A custom object is an object that you can create yourself to store information specific to your organization. Custom objects can have their own fields, relationships, and logic, and can be customized to meet your specific business needs. What is an example of a custom object? The following are good examples of a custom object: A pet kennel wants to keep track of the pets they board, associate each pet with their owners, and keep track of activities related to each pet. They create a Pets object with Pet name as the primary display property and Pet type as a secondary property. Accounts, contacts, chatter, Leads etc. Custom Objects : Salesforce Custom objects are those which are created by the user. We can create any number of custom objects. Example :- Student info, college etc. What is the difference between standard Objects and custom objects in Salesforce? Standard objects, such as accounts, cases, contacts, and opportunities, are included with Salesforce by default. Custom objects are based on standard objects, extend standard functionality, and store information that is unique to an org. How many custom objects are there in Salesforce? There is a hard limit of 3,000 total custom objects per Organization, regardless of whether they’re created within the Org or installed from the AppExchange. For example, with Unlimited Edition, you could create 2,000 custom objects and install an additional 1,000 objects. How many fields can a custom object have? Custom objects have one or more fields that store data associated with a custom object record. There is a maximum of 1024 fields allowed for a single custom object. With Salesforce Essentials you get up to 100 custom fields per object. If you are looking to increase the limit, you would want to upgrade your Salesforce Edition. How many ways can you create a custom object in Salesforce? There are two versions of the Salesforce applications – Lightning and Classic. On both of these versions, there are two ways of creating custom objects and fields. The traditional and easiest way is through the salesforce object manager. Why do we create custom objects? You can map data from your business systems and third-party applications onto these standard objects. However, being limited to a small set of standard objects can make managing all your data cumbersome. Custom Objects enable you to model and manage your data in a way that reflects your unique business. How do I merge two custom Objects in Salesforce? Can you merge custom object records in Salesforce? No, you can’t really merge custom object records as there is no standard salesforce functionality for the same. You will have to build your own logic for this. How do I convert a custom object to a standard object in Salesforce? You cannot convert a custom object to a standard object in salesforce. However review below references which can help you. What is a big object vs custom object? Standard big objects are available out of the box and cannot be customized. Custom big objects – New objects that you create to store information unique to your org. Custom big objects extend the functionality that Lightning Platform provides. 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

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February 4, 2019in Salesforce, Salesforce Implementation Services
Salesforce Big Data and Travel and Hospitality
02Feb

Salesforce Accelerator

Salesforce Accelerators encompass specialized tools, applications, and services crafted to expedite the adoption and effectiveness of Salesforce within organizations. Tailored to address specific business needs, optimize processes, and fuel growth, these accelerators unlock the full potential of Salesforce, enabling businesses to achieve their goals more efficiently.

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February 2, 2019in Salesforce, Salesforce Development Services, Salesforce Manufacturing Automotive Energy, Salesforce Public Sector Solutions
Account Based Marketing
16Jan

Bill.com and Salesforce Integration

Bill.com is used by more businesses to automate payables and receivables than any other platform. The most trusted automated payables and receivables platform. Numerous Salesforce third-party integration tools have been used to connect with bill.com. Integrate.io’s data integration platform makes it easy for you to integrate Salesforce with Bill.com to process your data, no coding required. Salesforce and Bill.com couldn’t be easier with the Tray Platform’s robust Salesforce and Bill.com connectors, which can connect to any service without the need for separate integration tools. Instantly integrate Bill.com and your workflows and tasks across on-premise, cloud apps and databases with workato. Bill.com is an automated accounts receivable solution that allows you to send recurring invoices to your customers, deliver automatic overdue notices, track the status of invoice payments, and accept flat-rate ACH payments. The platform integrates seamlessly with other business solutions like Sage Intacct, Quickbooks, Zero, and NetSuite to streamline data entry tasks, boost accounting accuracy, and achieve more efficient account reconciliations. About Salesforce Extract data from and load data into Salesforce to create your Customer 360 view. Do more with your Salesforce data. About Bill.com Bill.com is an automated accounts receivable solution that allows you to send recurring invoices to your customers, deliver automatic overdue notices, track the status of invoice payments, and accept flat-rate ACH payments. The platform integrates seamlessly with other business solutions like Sage Intacct, Quickbooks, Zero, and NetSuite to streamline data entry tasks, boost accounting accuracy, and achieve more efficient account reconciliations. Popular Use Cases Bring all your Salesforce data to Amazon Redshift Load your Salesforce data to Google BigQuery ETL all your Salesforce data to Snowflake Move your Salesforce data to MySQL Bring all your Bill.com data to Amazon Redshift Load your Bill.com data to Google BigQuery ETL all your Bill.com data to Snowflake Move your Bill.com data to MySQL Salesforce’s End Points Table of Contents Connect Salesforce for a single source of truth Salesforce Marketing Cloud lets your business send targeted messages to your prospects and personalize them with specific details to help boost engagement and perception. However, to accomplish these tasks, your Salesforce account needs a wealth of data about your customers. Likewise, the Salesforce Sales Cloud allows your sales team to take action at precisely the right moment using AI-powered prompts. Yet, it’s impossible for anyone to know the right moment to act unless you’ve historical trends and patterns to pull from. Salesforce is innovative and powerful, but its functionality is only made possible with accurate, up-to-the-minute data, and that’s where Integrate.io comes in. With Integrate.io, you can improve your email marketing campaigns, landing pages, segmentation strategies, and more by enriching your Salesforce account with all the data it needs. 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

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January 16, 2019in Salesforce
managed salesforce services
14Jan

Why Managed Salesforce Services

Utilizing a managed services program for Salesforce can offer numerous benefits to your company: By hiring experts on a fixed hourly basis instead of full-time, you can pay for actual work hours, eliminating delays and downtime. This flexible agreement model is a preferred choice for businesses and contributes to reducing operational costs. Depending upon your needs you can purchase cost-effective hours for a reasonable turn around on work or premium hours for high priority projects. Managed Services provide ongoing support and maintenance to ensure the effective functioning of the Salesforce CRM in sync with the evolving needs of the organization. What is a Salesforce MSP? The MSP Track is designed by Salesforce for partners that engage with their customers in new ways by offering managed services. Unlike consulting partners involved during sales and implementation, MSP Partners provide services post-implementation or on an ongoing basis. Internal Components of Salesforce Managed Services Consulting: Tailored solutions designed to meet customers’ unique needs. Salesforce consulting provides precise strategies that align with departmental goals across sales, marketing, and customer service. Implementation: Salesforce professionals craft a personalized solution based on your business objectives, ensuring a tailored CRM system that supports business growth and success. Integration: Seamlessly connect your Salesforce solution with other systems to create a unified, user-friendly experience across all your platforms. Development and Customization: Build custom workflows, reports, and email templates to ensure Salesforce integrates effortlessly with your operations, delivering results that meet your objectives. Lightning Migration: Upgrade to Salesforce Lightning to unlock advanced features like artificial intelligence. This migration enhances productivity, empowering your team to operate efficiently while utilizing Salesforce’s cutting-edge, user-friendly tools. Support and Maintenance: Engage with experts to optimize your Salesforce investment. These services ensure proper system operation, minimize the need for a full-time administrator, and adapt to your business needs to maximize ROI and ongoing success. 10 Key Benefits of Salesforce Managed Services with Tectonic Based in the United States, Tectonic offers managed services for your Salesforce ecosystem. Contact us today for more information. Salesforce MSP FAQs What program fees will I need to pay to join the MSP Partner Program?There are no annual program fees to join the MSP Partner Program. Can I join both Consulting and Managed Services Provider (MSP) Partner Programs?Yes. For FY24, the Managed Services Provider (MSP) Partner Program is exclusive to existing Consulting Partners. It’s an opportunity for us to grow the program and bring more value to customers together. How should I enroll in the MSP Partner Program?Please submit a case via Partner Community and mention “MSP Enrollment” in the title of the case. Once the case has been received, we will reach out and help you through the enrollment process. Who is qualified to join the MSP Partner Program?For FY24, the MSP Partner Program is exclusive to existing Consulting Partners. Partners who offer managed services, agency services, or Business Process as a Service (BPaaS) are qualified to enroll in the MSP Partner Program. These engagements include but are not limited to 6 categories: Administration Services, Support Services, Release & Change Services, Developer & Integration Services, Analytical Services, and AppExchange App Management. What happens if I don’t accept the Salesforce Partner Program Agreement (SPPA)?No one from your company will be able to log into the Partner Community until the SPPA is accepted by an authorized agent of your company. Review the SPPA help article for more information about the Salesforce Partner Program Agreement. How long do I keep my tier?If you are promoted to a higher tier during the Salesforce Fiscal Year (SFDC FY), you will maintain the highest tier you achieve for the rest of that SFDC FY and the entire next SFDC FY, after which you will be re-evaluated. Content updated December 2024. 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

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January 14, 2019in Salesforce, Salesforce Managed Services
Salesforce Digital Transformation
10Dec

Six Advantages of Salesforce

The six advantages of Salesforce that you should be aware of include: A CRM Platform Empowers Teams: A significant advantage of a CRM system is providing teams with a unified view of the customer. This advantage extends to various benefits derived from usable data. Reports enable businesses to identify opportunities, assess interactions with leads and customers, analyze sales and customer service trends, and more. This customer-centric approach guides decision-making across all customer interactions, from email marketing to available online features. Notably, 86% of marketers engage customers in real-time across multiple channels, and 82% consider customer experience a key competitive differentiator. CRM software offers a multitude of benefits, from providing insights and data to powering an efficient company. The organized data leads to a better understanding of customers, enabling improved messaging and outreach. Automation enhances efficiency in delivering customer service, and collaborative efforts become more accessible, reducing information silos. Overall, CRM software contributes to better-managed customer relationships and, consequently, better business outcomes. 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

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December 10, 2018in Salesforce
Dedicated Salesforce Integration User
04Dec

Dedicated Salesforce Integration User

In the contemporary Salesforce landscape, the platform often operates as an integral component of a much broader Salesforce ecosystem, rather than functioning in isolation as a standalone customer relationship management system or a basic connected CRM. This interconnected environment comprises various Salesforce clouds, applications from the AppExchange, and third-party products. These external products establish communication with Salesforce through connectors, additional integration tools like Zapier, Workato, or Jitterbit, or via Salesforce’s CRM Analytics tool, offering code-free connectivity with data sources external to Salesforce. The orchestration of connections between Salesforce and other products is a responsibility managed by your Salesforce Administrator or a Salesforce Managed Services Provider. All these connections necessitate a method to communicate with your Salesforce org, typically facilitated through an API (application programming interface), enabling seamless interaction between two software components through defined protocols and definitions. Dedicated Salesforce Integration User Salesforce Dedicated Integration Accounts, employing a dedicated integration user and license, empower Salesforce administrators to establish secure, stable, and auditable connections between Salesforce and the myriad tools enriching the Salesforce ecosystem for your organization. This dedicated Salesforce integration user allows the assignment of a Salesforce license with a custom profile, specific permissions, and connections to all third-party integrations. Salesforce service accounts adeptly handle custom API work, efficiently managing substantial data volumes, potentially reaching thousands or tens of thousands of records daily. In today’s landscape, some third-party integrations now recommend or necessitate a Salesforce service account for effective management. The advantages of a dedicated Salesforce service account extend beyond Tectonic’s recommendation. Let’s explore how a Salesforce service account enhances security, stability, and reporting capabilities for your organization. Security: Using an administrator’s personal license for integrating a third-party product can pose security risks, granting these applications broad access within the Salesforce ecosystem. A dedicated integration user, ideally cloned from a standard user profile with restricted permissions, mitigates this risk by preventing actions such as creating or deleting users, deleting records, and other sensitive tasks. Additionally, the dedicated integration user avoids the need for frequent password updates that an administrator’s password change would necessitate for integrations. Stability: A dedicated integration user simplifies the management of third-party APIs, streamlining processes like user freezes and deactivations. This approach avoids potential issues arising from employee departures or password changes impacting both user access and integrations. It eliminates the need to migrate integrations to alternative licenses when deactivating a license. Reporting: A dedicated integration user enhances data integrity and simplifies reporting by allowing easy filtration of activities running across the integration user account. Filtering and analyzing records become more efficient, offering clarity on how and why a record was created in your Salesforce org. The service account enables effective bucketing of record creation and updates from third-party integrations, providing accurate reporting free from unnecessary complexities. While initially, it might seem tempting to forego setting up a Salesforce service account to save a license, the integration benefits become evident as more third-party applications are incorporated into your Salesforce org. Tectonic collaborates with clients during the configuration of new Salesforce instances or customization of existing ones, facilitating the setup of Salesforce service accounts for optimal utilization. As an additional resource, here are some recommended best practices from Salesforce for managing service accounts: For any uncertainties or inquiries regarding Salesforce service accounts, turn to Tectonic as your trusted Salesforce partner for advice on integrations, customizations, or managed service contracts. 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

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December 4, 2018in Salesforce, Salesforce Development Services, Salesforce Managed Services
Big Object in Salesforce
25Oct

Big Object in Salesforce

What is a Salesforce Big Object? In the realm of Salesforce data management, alongside standard objects, custom objects, and external objects, Salesforce Big Objects play a crucial role when dealing with extensive datasets. These specialized objects are designed to efficiently handle and store billions of records while maintaining high performance levels. A Salesforce Big Object serves as a repository for massive volumes of data within the Salesforce platform. Organizations can use big objects to archive data from other objects or import vast datasets from external systems, providing a comprehensive view of customer information. Clients and external systems access big object data through a standard set of APIs. Regardless of whether an organization has 1 million, 100 million, or even 1 billion records, big objects consistently deliver robust performance, which is a defining feature of this data storage solution. What are the constraints associated with Salesforce Big Objects? There is a limit of up to 100 big objects that can be created within a Salesforce organization. The field limitations within big objects mirror those of custom objects and are dependent on the type of Salesforce license held by the organization. Transactions involving big objects, standard objects, and custom objects are not supported by the Big Objects feature. How many records can a Salesforce Big Object accommodate? Salesforce Big Objects excel in managing vast datasets within the Salesforce ecosystem without compromising performance. They reliably support up to billions of records and offer accessibility through standard APIs for seamless integration with Salesforce organizations and external systems. Custom big objects can be created using the Metadata API. Why do we use Salesforce Big Objects? Salesforce Big Objects provide an effective solution for storing and managing immense volumes of data, extending to billions of rows, on the Salesforce platform. They are particularly valuable for archiving Salesforce data or managing extensive datasets from external systems. Content updated August 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

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October 25, 2018in Salesforce
Salesforce Integration
16Oct

Integration With Salesforce

What is Salesforce Integration? Integration is the process of establishing connections between two or more applications within an enterprise system. In many cases, these applications are not inherently designed to function together seamlessly. In other words, they don’t know how to talk to each other. They may not map or recognize or categorize data in the same way. They may not share the same unique ID or identifier for contacts or accounts. What does Integration With Salesforce entail? When referring to integration, it involves establishing a link between a specific Salesforce instance and another database or system. This connection can take the form of inbound, outbound, or bi-directional, connecting to databases, other Salesforce instances, or cloud-based data sources. A common example of code-based Salesforce integration is achieved through Apex, a proprietary programming language with a syntax similar to Java. The advantages of code-based integration using Apex include its simplicity and user-friendly language. Why is Salesforce integration crucial? Integration with SFDC plays a pivotal role in facilitating a smooth and error-free flow of data across different departments, automating data synchronization. Enterprises often utilize various software applications for purposes such as enterprise resource planning, communication, accounting, and data management. Integration ensures these disparate systems work cohesively. The time savings alone of integration instead of users having to log in and out of multiple systems all day long is often worth the investment. Integration allows the seamless connection of data, systems, or AI models, ensuring secure interactions and automating tasks and processes across diverse environments, including legacy systems. This empowers both developers and business users to build efficiently through clicks, code, and AI-powered natural language prompts. Tectonic has extensive experience integrating SFDC with third party products.  Contact us today to learn more. Content updated December 2024. 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

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October 16, 2018in Mulesoft, Salesforce
Salesforce landing pages
12Oct

Landing Page Split Testing

A/B testing, also known as “split testing,” involves conducting experiments with two or more variants of content, such as a landing page, email, or ad. These variants are presented to different segments of your audience to determine which one performs better. Split testing optimizes pages that best encourage your visitor’s requested call to action. In an A/B split test, two or more versions of a landing page (e.g., version A and version B) are randomly displayed to visitors, and the best-performing version is chosen as the “winner.” Subsequently, the winning version is displayed to all incoming landing page visitors. Landing Page Split Testing Process The typical process for landing page split testing involves establishing conversion goals, identifying areas for improvement, and creating a test hypothesis, such as changing the CTA button color or headline text. A split test, in particular, compares two entirely different versions of a landing page to assess which design aesthetic yields better conversions. A/B landing page split testing allows you to act as a scientist, making data-driven decisions based on how people behave when they interact with your page. For instance, if you want to test which landing page headline generates more leads, A/B testing provides a systematic approach. Rather than making changes blindly, A/B testing allows you to gather evidence by sending half of your traffic to one version and the other half to a different version, helping you determine the most effective option before implementing broad changes. Never underestimate the value of your landing page headline. Here are some great tools from Wordstream. Split testing is especially beneficial for pages with significant changes, such as completely overhauling a homepage, rewriting a product detail page, or various landing pages changes and updates. It is recommended for testing complex back-end scenarios, like different checkout processes involving technically intricate page logics. 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 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

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October 12, 2018in Salesforce Sales Cloud
revenue cloud
01Oct

CPQ for Salesforce

Formerly known as Salesforce CPQ, Revenue Cloud empowers your sales team to generate precise quotes for customers. Automate the entire Quote-to-Cash process across all business models and expedite your growth, fostering a seamless buying and selling experience with minimal hassle. CPQ for salesforce is an essential sales tool. Salesforce CPQ, or Configure, Price, Quote Software, is a sales tool that enables companies to provide accurate pricing for any product configuration scenario. CPQ applications consider optional features, customizations, quantities, and discounts, allowing sales representatives to quickly and accurately quote prices. Accessible on any device through its cloud-based platform, Salesforce Revenue cloud offers user-friendly software for sales teams, establishing a direct link with your CRM within the Sales Cloud platform. In the Salesforce context, CPQ refers to any Configure Price Quote Software that enables sales reps to create customized quotes based on the buyer’s needs, syncing all interactions with a deal’s documents within the Salesforce CRM. Salesforce Revenue Cloud plays a crucial role in reducing wasted time, aligning with lean manufacturing principles applied to sales tactics. Streamlining the sales process becomes essential in the evolving sales landscape, focusing on delivering value to the customer. CPQ contributes by offering insights, sharing requested information, or providing details on pricing and configuration, ensuring every interaction with the buyer adds value. While many salespeople excel in their industry, CPQ for Salesforce becomes valuable when technical insights into complex products or the supply chain are lacking. CPQ, with product specifications and options programmed directly, leverages subject matter expertise, aiding salespeople in asking the right questions and resulting in more significant deals. CPQ for Salesforce Salesforce CPQ accelerates selling processes, minimizing the impact of delays in the sales pipeline. Users have reported faster quote delivery and approval times, with notable examples like Domino Printing Sciences experiencing an 80% reduction in quote delivery time and Cloudera’s quoting process being three times faster post-CPQ implementation. Assessing the value of Salesforce CPQ involves considering time and cost savings against licensing and implementation expenses. While CPQ technology can enhance efficiency and accuracy, a guaranteed ROI is not assured. Proper deployment, customization, training, and support are crucial for CPQ’s success in saving time, increasing accuracy, and securing larger deals. CPQ for Salesforce is not just a sales solution; it serves as a tool for the entire company to streamline sales processes into lean, productive systems. Integrating Salesforce CPQ with existing services defines sales as a process, enabling teams to maximize time and resources, ultimately making the sales process efficient and lean. Content updated May 2022. Content updated November 2023. 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

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October 1, 2018in Data, Salesforce, Salesforce CPQ, Salesforce Revenue Cloud, Technology

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