Salesforce Archives - gettectonic.com - Page 65
Tableau Pulse
15Dec

Tableau Dashboard Design Tips

Better Tableau Dashboard Design Tips. Eight strategies for crafting engaging and delightful Tableau dashboards: Creating dashboards using Tableau Dashboard Design Tips makes for better user experience. “It’s easy to be distracted by formatting and finding the perfect color, size, and position for elements. It’s best to do this towards the end, after reviews by the end users, to not waste effort because entire charts suddenly change and all formatting is lost.” ALEXANDER WALECZEK, ANALYTICS PRACTICE LEAD AND TABLEAU AMBASSADOR 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 15, 2023in Salesforce, Salesforce Tableau
Capture UTM Parameters in Wordpress Forms
14Dec

Simple Steps to Capture UTM Parameters in WordPress Forms

4 Easy Steps to Capture UTM Parameters in WordPress Forms Using Attributer Capturing UTM parameters within WP Forms using Attributer is simple. Just follow these four straightforward steps: Capture UTM Parameters in WordPress Forms About Attributer: Attributer is a robust tool designed for capturing UTM parameters within WP Forms. It operates by collecting technical user data such as UTM parameters, HTTP referrer information, and device details. By categorizing each visit into channels and storing the information as a cookie in the visitor’s browser, Attributer facilitates the automatic completion of hidden fields when a user submits a WP Form. Founded by a B2B marketing consultant, Attributer optimizes marketing ROI by precisely identifying the channels that convert visitors into leads and customers. Choosing Attributer offers a superior alternative to capturing raw UTM parameters, enabling a more refined and insightful data collection process. Like Related Posts CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Capture Initial Traffic Source With Google Analytics To ensure the proper sequencing of Tags, modify the Tag sequencing in the Google Analytics preview Tag settings. The custom Read more 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 Read more

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December 14, 2023in Salesforce Data Cloud
Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities
14Dec

Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities

Salesforce (NYSE: CRM) has announced major updates to its Einstein 1 Platform, introducing the Data Cloud Vector Database and Einstein Copilot Search. These new features aim to power AI, analytics, and automation by integrating business data with large language models (LLMs) across the Einstein 1 Platform. Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities. Unifying Business Data for Enhanced AI The Data Cloud Vector Database will unify all business data, including unstructured data like PDFs, emails, and transcripts, with CRM data. This will enable accurate and relevant AI prompts and Einstein Copilot, eliminating the need for expensive and complex fine-tuning of LLMs. Built into the Einstein 1 Platform, the Data Cloud Vector Database allows all business applications to harness unstructured data through workflows, analytics, and automation. This enhances decision-making and customer insights across Salesforce CRM applications. Introducing Einstein Copilot Search Einstein Copilot Search will provide advanced AI search capabilities, delivering precise answers from the Data Cloud in a conversational AI experience. This feature aims to boost productivity for all business users by interpreting and responding to complex queries with real-time data from various sources. Key Features and Benefits Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities Data Cloud Vector Database Einstein Copilot Search Addressing the Data Challenge With 90% of enterprise data existing in unstructured formats, accessing and leveraging this data for business applications and AI models has been challenging. As Forrester predicts, the volume of unstructured data managed by enterprises will double by 2024. Salesforce’s new capabilities address this by enabling businesses to effectively harness their data, driving AI innovation and improved customer experiences. Salesforce’s Vision Rahul Auradkar, EVP and GM of Unified Data Services & Einstein, stated, “The Data Cloud Vector Database transforms all business data into valuable insights. This advancement, coupled with the power of LLMs, fosters a data-driven ecosystem where AI, CRM, automation, Einstein Copilot, and analytics turn data into actionable intelligence and drive innovation.” Practical Applications Customer Success Story Shohreh Abedi, EVP at AAA – The Auto Club Group, highlighted the impact: “With Salesforce automation and AI, we’ve reduced response time for roadside events by 10% and manual service cases by 30%. Salesforce AI helps us deliver faster support and increased productivity.” Availability Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities Salesforce’s new Data Cloud Vector Database and Einstein Copilot Search promise to revolutionize how businesses utilize their data, driving AI-powered innovation and improved customer experiences. Salesforce Enhances Einstein 1 Platform with New Vector Database and AI Capabilities 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 14, 2023in Einstein 1 Platform, Salesforce
Salesforce Nonprofit Cloud
13Dec

Get a Free Nonprofit Trial Org

Explore the full capabilities of Nonprofit Cloud firsthand through an interactive trial. This preconfigured org includes robust sample data, providing a real-time experience of Nonprofit Cloud features in action. Utilize these trial orgs to gain insights into the comprehensive enablement offered. Get a Free Nonprofit Trial Org. It’s important to note that the Nonprofit Cloud Prebuilt Apps fall within the category of Non-SFDC Applications, governed by the terms outlined in your Main Services Agreement (formerly the Master Subscription Agreement) with Salesforce. These trial orgs are designed for proof of concept and guided self-exploration, with a 30-day expiration. Get a Free Nonprofit Trial Org Salesforce.org stands out for nonprofits by delivering powerful CRM technology tailored to a global community of nonprofits and educational institutions. Its purpose is to enhance operational efficiency, facilitate fundraising, and cultivate more meaningful relationships with the communities they serve. Power of Us Absolutely, Salesforce is a viable choice for nonprofits. The Salesforce Nonprofit Cloud is renowned for its cost-effectiveness, currently benefiting over 32,000 nonprofits worldwide. The “Power of Us Program,” created by Salesforce, offers affordable products and programs to support nonprofits. Yes, there is a free version of Salesforce for nonprofits. Nonprofit Cloud consolidates nonprofit CRM, fundraising, programs, marketing engagement, and outcomes into a single product. As part of the Power of Us Program, your initial 10 subscriptions come free of charge. Salesforce Nonprofit Cloud is a comprehensive platform specifically crafted for fundraising organizations, educational institutions, and other nonprofit entities. Its aim is to enhance digital outreach, strengthen connections with people, streamline internal management, and eliminate silos among fundraising, program management, marketing, and technology teams. The platform provides organizations and NGOs with a unified view of their ongoing operations and activities. This CRM software encompasses various nonprofit solutions, including fundraising, marketing and engagement, program management, and grants management. These solutions empower nonprofits to efficiently manage and track income streams, inbound grants, and programs in a centralized location. When utilizing CRM software for nonprofits, ensuring effective control and management of activities is crucial. Salesforce Nonprofit Cloud offers several critical benefits for nonprofits: Like1 Related Posts Tectonic’s Successful Salesforce Track Record Salesforce Technology Services Integrator – Tectonic has successfully delivered Salesforce in a variety of industries including Public Sector, Hospitality, Manufacturing, Read more Cloud Computing for NGOs As cloud computing becomes more prevalent and accessible, nonprofits are increasingly leveraging its benefits to enhance operations, boost fundraising efforts, Read more Salesforce Nonprofit for Fundraising Nonprofit Cloud for Fundraising, alternatively referred to as Salesforce Fundraising Nonprofit, introduces innovative and user-friendly methods to engage donors, raise Read more Business Card Scanner App for Salesforce Can I Scan a Business Card into Salesforce? Yes, you can scan a business card into Salesforce if your scanning Read more

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December 13, 2023in Salesforce for Nonprofits, Salesforce Nonprofit Cloud
Data Cloud Credits
12Dec

Data Cloud Credits

Credits are the currency of usage in Salesforce Data Cloud, where every action performed consumes credits. The consumption rate varies based on the complexity and compute cost of the action, reflecting different platform features. Data Cloud Pricing Model The pricing model for Data Cloud consists of three primary components: Data Service Credits Each platform action incurs a specific compute cost. For instance, processes like connecting, ingesting, transforming, and harmonizing data all consume ‘data service credits’. These credits are further divided into categories such as connect, harmonize, and activate, each encompassing multiple services with differing consumption rates. Segment and Activation Credits Apart from data service credits, ‘segment and activation credits’ are consumed based on the number of rows processed when publishing and activating segments. Monitoring Consumption Currently, Data Cloud users must request a consumption report from their Salesforce Account Executive to review credit and storage usage. However, the new Digital Wallet feature in the Summer ’24 Release will provide users with real-time monitoring capabilities. This includes tracking credit and storage consumption trends by usage type directly within the platform. Considerations and Best Practices To optimize credit consumption and ensure efficient use of resources, consider the following best practices: Final Thoughts Credits are integral to Data Cloud’s pricing structure, reflecting usage across various platform activities. Proactive monitoring through the Digital Wallet feature enables users to manage credits effectively, ensuring optimal resource allocation and cost efficiency. Content updated June 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more 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 12, 2023in Salesforce Data Cloud, Snowflake
Copy Images to Salesforce CMS Workspace
11Dec

Copy Images to Salesforce CMS Workspace

To Copy Images to Salesforce CMS Workspace you have several options. Transferring Images to Salesforce CMS Transfer your images to a Salesforce CMS workspace where they can be accessed for future marketing initiatives, such as creating an email campaign. This feature is available for Marketing Cloud Account Engagement Growth edition with Data Cloud enabled. To enable marketers to use their Account Engagement image files for future campaigns, allow the copying of images to a CMS Marketing workspace in Salesforce. Adding Images from Salesforce CMS to Your LWR Site You can add images from Salesforce CMS directly to your site page or to components populated with CMS content. In Experience Builder, you can update images attached to CMS content without altering the image in the Salesforce CMS workspace. To create dynamic content displays, nest content components within layout components on your LWR site, leveraging data binding. Creating and Cloning Content Content created in a CMS workspace is specific to that workspace and is generated in the default language. The process for adding content to a CMS workspace differs from adding content to an enhanced CMS workspace. Enhanced CMS workspaces allow you to clone content and create variants. Adding Content to a CMS Workspace: Adding Content to an Enhanced CMS Workspace: Note: When linking to external URLs, ensure your org supports the domain by reviewing the Content Security Policy (CSP) settings in Setup and adding the domain to your trusted URL list. Managing and Updating Image References When you update images in Salesforce CMS, all content referencing those images is updated as well. For example, changing an image in a published news piece will automatically update the image for your readers. Here’s how to manage image references: Salesforce CMS Media Content ID (MCID) The Media Content ID (MCID) is a unique identifier for images in Salesforce CMS. It can be found in: By leveraging Salesforce CMS, you can streamline the management and delivery of your marketing content, ensuring a consistent and efficient workflow for all your digital initiatives. 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 11, 2023in Salesforce
Salesforce Nonprofit
08Dec

Salesforce Donor Management for Nonprofits

The Salesforce donor management solution offers a comprehensive fundraising tool to support the continuous growth of nonprofit organizations and facilitate the tracking of donor-related data. Donor Engagement: Enhance donor engagement by providing a personalized self-service experience through Salesforce donor management software. Enable donors to explore the impact of their contributions, read stories, and stay connected with your mission. Empower Donors: Empower donors to stay connected by allowing them to access their donation history, update contact details, manage communication preferences, and handle recurring gifts. This ensures a seamless and interactive experience for donors. Development Staff Efficiency: Improve the efficiency of your development staff by managing donors at scale through a donor platform. Minimize time spent on routine tasks, allowing your team to focus on more personalized and impactful interactions with donors. Digital Spaces: Create private, secure, and branded digital spaces tailored to your nonprofit. Utilize the Salesforce platform and CRM data to engage any community on any device. Donation Management System: Utilize a donation management system strategically for fundraising efforts, handling data for past, current, and potential donors. This system acts as a cloud-based filing cabinet, tracking all relevant information about your organization, including names, emails, tasks, deadlines, and gift asks. Fundraising for Nonprofit Cloud: Salesforce’s Fundraising for Nonprofit Cloud offers tools specifically designed for the unique considerations of the nonprofit sector. It assists fundraisers in nurturing relationships, capturing supporter information, monitoring key metrics, and unifying teams with purpose-built tools for various fundraising roles and channels. Features of Salesforce Donor Management for Nonprofits: Additional Functionality: Salesforce Solutions for Nonprofits: Salesforce provides various solutions tailored for nonprofits, including Nonprofit Cloud, Marketing Cloud, Experience Cloud, Nonprofit Success Pack, and Account Subledger, enabling organizations of all sizes to achieve success. 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 What is a Salesforce Jumpstart? A Salesforce Jumpstart is a program designed to help businesses quickly and efficiently implement Salesforce, which is a powerful customer Read more 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more

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December 8, 2023in Public Sector Solutions, Salesforce Experience Cloud, Salesforce for Nonprofits, Salesforce Implementation Services, Salesforce Nonprofit Cloud, Salesforce Sales Cloud
Tectonic at a Glance
06Dec

Will You Get a Return on Your AI Investment?

To get a return on AI investment, you must understand what you are investing in with Artificial Intelligence. “You need to be able to be clear-eyed about the potential but be able then to come down to the use cases. What are the functions? What are the tasks? What are the jobs to be done?” CHITRANG DAVE DATA LEADERSHIP COLLABORATIVE The essence of digital transformation, whether it involves cloud migration or implementing enterprise CRM, revolves around achieving results and enhancing productivity. Artificial Intelligence (AI) is no exception to this paradigm. A survey conducted among analytics and IT leaders reveals the manifold benefits of AI adoption, including expedited business decision-making, operational streamlining, increased focus on valuable tasks, automated workflows, and an enhanced customer experience. However, to fully realize these advantages and get a return on AI investment, it is imperative to pinpoint projects that promise the highest returns. Not every use case aligns with an AI solution, and the process of determining where to deploy AI involves both an art and a science. It commences with a profound understanding of the goals at hand and an assessment of potential challenges. Starting from this foundation, the following questions should guide your approach to get a return on AI investment: By addressing these questions systematically, organizations can navigate the complexities of AI deployment, ensuring that the chosen projects align with their objectives and provide tangible benefits in terms of efficiency, innovation, and customer satisfaction. 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 Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more

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December 6, 2023in Salesforce Einstein, Salesforce Implementation Services
career
05Dec

Amazon Salesforce

The world’s leading cloud provider and the #1 CRM platform are making it easier for customers to seamlessly and securely manage their data across Salesforce and AWS. Now able to safely and responsibly use the latest generative artificial intelligence (AI) technologies in their applications and workflows. AWS and Salesforce support customers through new and enhanced integrations. Integrations between AWS technologies and Salesforce products, including unified data management, seamless deployment of AWS’s voice, video, and AI services, streamlined purchasing options through AWS Marketplace, and more. Amazon Salesforce is a marriage for the IT ages. In November 2023, Salesforce and Amazon announced a partnership. New joint innovations enhance data management, improve customer experiences, and enable AI-powered applications Salesforce significantly expands its use of AWS across its full portfolio and is taking an AWS-native approach for its most strategic and fastest growing innovation. The Salesforce Data Cloud. AWS increases its company-wide use of Salesforce CRM offerings, including adopting Data Cloud to manage its unified customer profiles. With Salesforce now available on AWS Marketplace, thousands of joint customers can accelerate their deployment of Salesforce products through seamless buying and billing experiences. San Francisco and Las Vegas — November 27, 2023 At AWS re: Invent, Amazon Web Services (AWS), an Amazon.com, Inc. company (NASDAQ: AMZN), and Salesforce, the #1 AI CRM (NYSE: CRM), today announced a significant expansion of their long standing, global strategic partnership. By deepening product integrations across data and artificial intelligence (AI), and for the first time offering select Salesforce products on the AWS Marketplace. The expanded agreement makes it easier for customers to seamlessly and securely manage their data across Salesforce and AWS,. Increasing the ability to safely and responsibly infuse the latest generative AI technologies into their applications and workflows. “Salesforce and AWS make it easy for developers to securely access and leverage data and generative AI technologies to drive rapid transformation for their organizations and industries. With this expanded partnership, our joint customers gain powerful new ways to innovate, collaborate, and build more customer-focused applications using the broadest and deepest set of cloud services.” Adam Selipsky, CEO, AWS How Customers Benefit To make it easier for customers to benefit from the combined value of Salesforce and AWS, the companies will deepen the integrations between AWS and Salesforce products. Salesforce will now support Amazon Bedrock. Bedrock is a fully managed service that makes foundation models (FMs) from leading AI companies available through a single application programming interface (API). This is part of Salesforce’s open model ecosystem strategy. Making Amazon Bedrock available through the Einstein Trust Layer to power AI-driven apps and workflows in Salesforce. In addition, Salesforce Data Cloud will expand to support data sharing across additional AWS technologies. These Data Cloud integrations will be governed by new centralized access controls. Thereby giving customers the ability to manage secure user access at the folder, object, and file level for Data Cloud content stored in Amazon Simple Storage Service (Amazon S3). Expanded Use of Amazon Web Services As part of this partnership, Salesforce will expand its use of Amazon Web Services, including compute, storage, data, and AI technologies through Hyperforce. Therefore further enhancing popular services like Salesforce Data Cloud. AWS will also expand its use of Salesforce products. Data Cloud will allow AWS to create a single unified customer profile allowing them to deliver more personalized experiences to customers.  Notable Quotable “We’re bringing together the #No. 1 AI CRM provider and the leading cloud provider to deliver a trusted, open, integrated data and AI platform, and ensuring we meet massive customer demand for our products on the AWS Marketplace. With these enhancements to our partnership, we’re enabling all of our customers to be more innovative, productive and successful in this new AI era.”  Marc Benioff, chair and CEO, Salesforce These new and enhanced integrations will include: Availability: What is Amazon Connect Salesforce? The Amazon Connect CTI Adapter provides a WebRTC browser-based contact control panel (CCP). This is within the Salesforce Lightning, Console, and Classic CRM experience. This CTI integration gives your agents the ability to leverage both inbound caller ID screen pop-ups and outbound click to call/transfer/conferencing. 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 5, 2023in Salesforce
Salesforce Implementation Help
02Dec

Salesforce Implementation Help

There are probably times when you’ve invested in products or services to simplify your business operations, only to later regret it because you weren’t fully capitalizing on the investment. The same thing can happen with your Salesforce implementation. So, how can you ensure you’re getting the most out of Salesforce? While there are many strategies, here are a few key tips to help you fully leverage your Salesforce investment: Ways to Maximize the Value of Your Salesforce Implementation We’ve gathered some key points that will help you unlock the full potential of your Salesforce implementation. 1. Customize the CRM Salesforce is highly adaptable, allowing you to tailor the platform to meet your specific business needs. By using custom objects and fields, you can track data that’s most relevant to your operations. Customizing page layouts ensures easy access to the information that matters most, streamlining decision-making and improving overall efficiency. Salesforce’s Lightning App Builder makes it even easier to personalize your CRM. With no coding expertise required, teams can design custom pages and components to align with their unique workflows. 2. Enable Automation Automation is one of the best ways to maximize Salesforce’s potential. Tools like Process Builder allow you to create automated workflows, saving time and ensuring consistency across tasks. This frees up your team to focus on core business activities. You can also automate communications using email templates and automation rules. This enables personalized emails to be sent automatically, triggering specific actions—like assigning leads to sales reps—based on predefined criteria. 3. Leverage Reports and Dashboards Salesforce’s Report Builder allows you to create tailored reports and dashboards, providing deeper insights into your data. Collaborating with a Salesforce implementation partner can help you extract valuable insights into your business performance. For more advanced analytics, tools like Einstein Analytics can help you analyze data trends, generate accurate forecasts, and receive customized recommendations to improve operations. 4. Use Salesforce Chatter for Collaboration Salesforce Chatter is a powerful internal communication tool that promotes social collaboration within your organization. It helps reduce reliance on email by providing a central hub where team members can interact, share files, and collaborate on projects. Whether you’re sharing important updates, addressing customer issues, or seeking quick feedback, Chatter enhances teamwork and efficiency by keeping everyone connected in real time. 5. Access Data Analytics Salesforce does more than just store and manage your data—it also helps you analyze it. By leveraging data analytics tools, you can gain a deeper understanding of your customer interactions and business performance. This allows you to make data-driven decisions and plan your next strategic moves with confidence. Access to analytics will not only help you manage your data more efficiently, but it will also unlock valuable insights that lead to improved customer engagement and better business outcomes. 6. Optimize List Views List Views are a powerful tool in Salesforce for managing data across different objects. You’re probably familiar with default views like “Recently Viewed” or “My Open Leads,” but did you know you can create custom list views tailored to your specific needs? For example, you could build a custom Lead list view filtered by Lead Source. You can also pin your most-used views for quick access, saving time and boosting productivity. The Lightning Experience provides enhanced functionality for list views, allowing you to resize columns and use a Kanban view to visually track records by different stages—giving you greater control over your workflow. Partner with Salesforce Experts for Growth Implementing the strategies outlined above will help you maximize the potential of Salesforce, but working with the right team can ensure even greater success. Our certified Salesforce professionals can guide you through a smooth implementation and help you make the most of your investment. Contact us today to start optimizing your Salesforce platform for business growth! Check out Tectonic’s Salesforce Implementation Solutions. 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 2, 2023in Salesforce
Salesforce Tableau Pulse
02Dec

Tableau Pulse

Tableau Pulse, fueled by Tableau Artificial Intelligence and exclusive to Tableau Cloud, revolutionizes the data ingestion experience. The ability to empower business users with intelligent, personalized insights seamlessly integrated into their workflows. Whereas once upon a time AI for the lay user was about as friendly as asking Siri a question which she Googles for an answer and reads back to you. It saves a few clicks and a little typing, but it isn’t exactly thinking outside of the box – or phone. In the current data analytics demanding world, characterized by generative AI, the Internet of Things (IoT), and automation, the landscape is evolving. Data is at the core of these transformative technologies, and our interaction with said data is changing rapidly. As businesses worldwide confront an inflection point, embracing data-driven decision-making becomes crucial for staying competitive and building robust customer relationships. Tableau Pulse is a reimagined data experience, democratizing data accessibility for all users, irrespective of their familiarity with data visualization tools. Exclusively available to Tableau Cloud users, Tableau Pulse harnesses Tableau AI’s power to deliver more personalized, contextual, and intelligent data experiences in an easy-to-understand format. Key Features of Tableau Pulse: Upcoming Tableau Pulse Features in 2024: Tableau Pulse aims to breathe new life into analytics for everyone, capitalizing on the potential of generative AI, automation, and sensors to redefine how businesses interact with data. In a landscape where success hinges on data utilization, Tableau Pulse is poised to empower every employee with personalized, contextual, and intelligent insights directly within their workflow, fostering a truly data-driven organizational culture. Imaging the industry specific use cases for travel and tourism, manufacturing, health and life sciences, and the public sector? If you have data you aren’t able to utilize, reach out to Tectonic today to discover how Tableau Pulse could solve your challenges. 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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December 2, 2023in Life Sciences Cloud, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Tableau

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