Salesforce Archives - gettectonic.com - Page 68
Salesforce Customer Service Analytics
31Oct

Salesforce Customer Service Analytics

Customer service analytics involves capturing and analyzing data from customer interactions to extract valuable insights, enhancing the overall customer experience. The customer behavior analytics aspect focuses on data derived from various touchpoints in customer relationships. In today’s complex customer journey, understanding and optimizing these interactions are more crucial than ever. Envision dedicating just 10 minutes each morning, whether as a service manager reviewing critical Key Performance Indicators (KPIs) or as a service agent predicting customer churn probabilities and taking preventive measures. These scenarios vividly showcase the practical applications of modern customer service analytics. On a daily basis, your contact center receives a plethora of customer inquiries, generating a substantial pool of data with the potential to drive business growth. The State of Service underscores that 94% of service leaders view real-time data as indispensable for meeting customer expectations, with a notable 60% increase in expectations observed during recent global events. These statistics lead to a clear conclusion: Service teams leveraging customer service analytics as a catalyst for championing customer satisfaction are well-positioned to secure brand loyalty and more. To harness these benefits, here’s what you need to know: Make your service analytics smarter Introducing Service Intelligence, an advanced analytics app for Service Cloud, empowering you with actionable insights and AI-driven recommendations for informed decision-making. Understanding customer service analytics Customer service analytics involves assessing data generated by service interactions, encompassing various sources like phone calls, emails, chats, social media, and customer surveys. This data falls into quantitative and qualitative categories, providing measurable facts and insights into sentiments, feedback, and customer preferences. As businesses grow, customer service analytics distills this data into valuable information, revealing customer preferences, potential improvements, and opportunities for increased operational efficiency. Salesforce’s analytics tool: Service Intelligence for Service Cloud Overcoming the challenges of data analysis is crucial, as highlighted in the State of Data and Analytics report. While 96% of service leaders acknowledge the importance of trustworthy data during change, only 44% consider themselves highly data-driven. Salesforce’s Service Intelligence addresses this gap, helping you quickly make sense of all your data and gain trusted insights. Service Intelligence encompasses various analytics types: Leveraging these analytics types allows you to optimize service operations, from understanding recent events with omni-channel analytics to forecasting staffing needs with predictive analytics. Turn customer interactions into insights that help your business improve with service intelligence. Every day, we generate 2.5 quintillion bytes of data (as recorded in 2020). Businesses use social media, algorithms, and other tools to organize this data, aiming to achieve their goals. Customer service analytics plays a crucial role in identifying patterns, understanding consumer behavior, increasing customer loyalty, and improving the overall customer experience. Seventy-six percent of business leaders, according to a Forbes Insights Survey, believe that a company’s ability to satisfy its customers is essential to survival. Measurement is the first step in strategizing and improving Customer Experience (CX). Your brand can enhance customer experience and build enduring relationships by measuring and analyzing client data wisely. AI and customer service analytics AI powers many analytics functions by rapidly analyzing vast amounts of customer data, offering insights into behavior, preferences, and trends. To unleash AI’s potential, ensure your customer data is connected and unified. AI transforms clean, reliable data into intelligent predictions and recommendations, enhancing service quality. AI’s ability to handle complex data aligns with future trends, as 68% of data professionals anticipate a significant increase in data volume in the next 12 months. Effective data management becomes crucial as data volumes surge. Benefits of tracking customer service analytics Customer service analytics offers several advantages: What to measure for customer service analytics While customer service analytics is broad, defining Key Performance Indicators (KPIs) is essential. Consider metrics such as Customer Satisfaction (CSAT), Net Promoter Score (NPS), Customer Effort Score (CES), Average Response Time (ART), Average Handle Time (AHT), First Contact Resolution, Case Deflection, Agent Case Volume, Customer Lifetime Value (CLV), Customer Retention Rate, and Sentiment Analysis. Salesforce Customer Service Analytics Use Cases Beyond individual teams, support conversation analysis has numerous use cases for customer experience research, CX enhancements, and time-saving procedures for the entire business. Common use cases include: Get started with customer service analytics Follow these steps to harness the power of customer service analytics: Customer service analytics, as a powerful tool, drives satisfaction and business success through data-driven decision-making. As 48% of customers admit to switching brands for better customer service, and 94% believe good service increases the likelihood of another purchase, prioritizing data-driven insights becomes crucial. Start with Salesforce Customer Service Analytics to deliver fast, efficient service Every customer interaction is full of data. Learn how to make sense of all that data to boost agent productivity, cut costs, and enhance customer satisfaction. Tectonic is please to announce Salesforce Service Cloud Implementation Solutions. Like1 Related Posts 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 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 Business Analysis and Project Management Acronyms Here is a helpful glossary of business analysis and project management acronyms you may encounter when discussing business analysis and Read more

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October 31, 2023in Salesforce Service Cloud
Salesforce enhanced domains
30Oct

Enhanced Domains in Salesforce

Enhanced domains are the current version of My Domain that meets the latest browser requirements. With enhanced domains, all URLs across your org contain your specific My Domain name. Including URLs for your Experience Cloud sites, Salesforce Sites, Visualforce pages, and content files. This feature changes domain suffixes (the part after the My Domain name) to meet the latest security standards. With no instance names, enhanced My Domain URLs are easier for users to remember and don’t change when your org is moved to another Salesforce instance. As enhanced domains meet the latest browser requirements, they’re deployed by default in new orgs and required in all orgs in Winter ’24. Potential Impact of Enhanced Domains If enhanced domains aren’t deployed in your Salesforce org before Salesforce deploys the feature for you, here are some issues that can arise. To avoid these issues, we recommend that you test and deploy enhanced domains in a sandbox. Deploy enhanced domains in production before Salesforce deploys the feature for you. When you deploy enhanced domains, your org’s My Domain name is used in all URLs that Salesforce hosts for your org. Key for memory and search engine optimization, this is one of the greatest Salesforce enhancements. What are the benefits of enhanced domains? Enhanced domains are designed to streamline access and improve security. Without them: Users might encounter errors accessing services like Experience Cloud sites, Salesforce Sites, and Visualforce pages. Showcase your company’s brand with a customer-specific subdomain name in your Salesforce org URLs. With My Domain, you can include your company name in your URLs, for example, https://mycompany.my.salesforce.com. With these org-specific URLs, you can set up a custom login page, set a custom login policy, offer single sign-on, and allow users to log in with a social account. My Domain allows you to work in multiple Salesforce orgs in the same browser at the same time. All Salesforce orgs get a My Domain with enhanced domains by default. If you don’t like your org’s My Domain name or circumstances warrant a change, you can rename it. Contact your Salesforce AE or Tectonic. Understand how to include your brand in the URL. When used to access your Salesforce org and its data with My Domain, Experience Cloud sites, Salesforce Sites, and custom domains. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more 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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October 30, 2023in Salesforce Experience Cloud, Salesforce Implementation Services, Salesforce Optimization
Tableau CRM Refresh Button With LWC
29Oct

Tableau CRM Refresh Button With LWC

Revitalize your Tableau CRM (formerly known as Einstein Analytics) dashboards with a custom Refresh button, enhancing user experience and analytical efficiency. This button serves as a simple yet powerful tool to reset applied filters and revert the dashboard to its default state, facilitating seamless exploration of data insights. Tableau CRM Refresh Button With LWC. What exactly is a Tableau CRM Refresh Button With LWC? It’s a user interface component that, upon activation, clears all applied filters, restoring the dashboard to its initial configuration. This feature proves particularly beneficial in scenarios where users seek to initiate fresh analyses or when dealing with intricate filter structures. To embark on this enhancement journey, you’ll require three essential components: Once equipped, follow these steps to integrate the Refresh button seamlessly: Step 1: Crafting a Lightning Web Component (LWC) Initiate the creation process by developing a Lightning Web Component (LWC) within Salesforce. This component will seamlessly embed into your Tableau CRM dashboard. Step 2: Designing the HTML Framework Within the HTML file of your LWC (let’s name it refreshButton.html), define the structural blueprint for your button. Below is a sample markup: phpCopy code<template> <div class=”reset-btn_container”> <lightning-button variant=”base” label=”&#xe912;” aria-label=”Clear Filters” onclick={clearFilters} class=”slds-m-right_x-small hpe-icon-button hpe-icon-bare” ></lightning-button> </div> </template> This markup establishes a container for the button, utilizing a lightning-button element to create the button itself. Key attributes such as label, variant, and onclick event handler are set accordingly. Step 3: Implementing JavaScript Logic In the JavaScript file of your LWC (refreshButton.js), define the logic to execute filter clearance upon button activation. Here’s an illustrative example: typescriptCopy codeimport { LightningElement, api, track } from ‘lwc’; export default class DceResetDashboardButton extends LightningElement { @api getState; @api setState; @api refresh; @track initialState = null; clearFilters() { const {state, pageId} = this.getState(); const newState = { state: { …state, datasets: this.initialState.state.datasets, steps: Object.fromEntries(Object.entries(state.steps).map(([k, v]) => { return [k, { …v, values: [] }] })), }, pageId, } this.setState({ …newState, replaceState: true }); } connectedCallback() { this.initialState = this.getState(); } } This JavaScript snippet encompasses crucial elements such as property definition, filter clearance methodology, and initialization of the dashboard’s initial state. Step 4: Deploying the Lightning Web Component With your LWC crafted, proceed to deploy it within your Salesforce organization. Step 5: Integrating the LWC into Your Dashboard Edit your Tableau CRM dashboard, adding a new “Custom Component” widget and configuring it to utilize your deployed LWC as the custom component. Step 6: Testing Your Refresh Button Upon completion, navigate to your Tableau CRM dashboard to confirm the presence of the Refresh Button. A simple click on this button will swiftly clear all filters, providing a seamless experience for resetting your analysis. By incorporating this Refresh button into your Tableau CRM dashboard, you enhance user satisfaction and analytical agility. Take advantage of this tutorial to elevate your dashboards and witness the appreciation from your users firsthand! If you need assistance building a refresh button in your Tableau CRM dashboard, contact Tectonic today. 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 29, 2023in Salesforce, Salesforce Tableau
How Good is Our Data
28Oct

How Data Cloud and Salesforce Success Depend on Data Quality

Optimizing AI’s Impact on Your Business: The Crucial Role of Data Quality in Salesforce In the ever-evolving digital landscape, the convergence of data quality and artificial intelligence (AI) is a linchpin for organizational success. Success depends on data quality within the Salesforce ecosystem. The synergy between Einstein, an advanced AI system, and Data Cloud underscores the pivotal role of high-quality, comprehensive, and real-time data. Thereby unleashing the full potential of AI-driven insights and interactions with customers and prospects. Let’s explore how data quality profoundly influences these two emerging features. This insight will be shedding light on the repercussions of poor data quality and how Einstein and Data Cloud can elevate your organization to greater levels of sales success. Understanding Data Value Depends on Data Quality: Quality data extends beyond merely addressing duplicate records or inaccurate phone numbers It isn’t just about ensuring the area code field doesn’t contain zip codes. It is more than aligning contacts to accounts. It encompasses factors such as completeness, accuracy, and timeliness in your CRM: Consequences of Bad Data: Poor-quality data leads to inefficiencies and wasted time. Oftentimes causing flawed decision-making and strains on organizational resources. More critically, these poor business decisions often lead to tangible financial losses. Transforming bad data into quality data is imperative. Quality is key for relying on it to enhance company performance, requiring ongoing strategies rather than a one-stop solution. The Financial Impact of Accurate Data: Accurate data holds immense value. With data volumes projected to exceed 180 zettabytes by 2025, organizations must harness the power of their data. Proactive handling of data quality not only ensures higher data quality but also mitigates the financial impact of poor data quality. The sooner a plan is implemented to enhance and sustain data quality, the fewer negative repercussions organizations face in leveraging their data for growth. Your next decision is based on your last data. Is it going to help you or hurt you? Salesforce Einstein and the GIGO Principle: Salesforce Einstein, positioned as Artificial Intelligence for everyone, underscores trust as a core value. The system’s ability to create relevant and timely content and interactions is contingent on the quality of the data it operates on. Similar to the historical concept of “Garbage In, Garbage Out” (GIGO), AI results are only as reliable and valuable as the completeness and accuracy of the input data. No surprise, right? Introduction to Salesforce Data Cloud: Enter Salesforce Data Cloud, a platform allowing the organization and segmentation of customer data from any source. This open, extensible platform enables data enrichment from various sources, creating an optimal customer record. This enriched record empowers Sales, Service, and Marketing teams to perform intelligently and swiftly, ultimately driving enhanced results for the company. The WIIFM Factor: Amidst discussions about AI and Data Cloud, addressing the “What’s in it for me?” (WIIFM) question is crucial for organization adoption. Individual organizations must evaluate the reliability and accuracy of their data and determine forward-looking strategies for maintaining quality data, regardless of the source. The common theme remains: for data to yield valuable insights, it must be complete, timely, relevant, and accurate. Ultimately, success depends on data quality. Like3 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more 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 28, 2023in Artificial Intelligence, Data, Salesforce, Salesforce Data Cloud, Salesforce Einstein, Salesforce Financial Cloud, Salesforce Managed Services, Salesforce Sales Cloud
Salesforce Big Data and Travel and Hospitality
28Oct

Dynamic Components to Reduce User Record Page Size

Adapted from Kate Hughes Salesforce blog post October 2023 Effectively organizing and accessing the right information is crucial for Trailblazers in various roles, from Admins and Designers to Architects and Consultants. With dynamic components user record pages can be compact. Overcoming the challenge of simplifying the user experience of record pages is essential for optimizing productivity. We sought advice from #DreamDesigner Shahida Robertson on successful redesign strategies. Robertson collaborated with a donor relations team at a girls’ education nonprofit, recognizing that key donor information was buried in cluttered Salesforce page layouts. The initial issue involved up to 80 fields crowding a single page layout. Robertson conducted UX research to understand the root cause and discovered that users were creating new fields due to difficulty finding existing ones amidst the clutter. The solution was clear: reduce the field count by 40% and focus on displaying only what is essential at any given moment. Robertson emphasized the importance of the user experience, stating, “Let’s see only what we need to see, when we need to see it.” Her approach involved deprecating dozens of fields to declutter the interface. Most of her clients, including this nonprofit, utilize the Salesforce Nonprofit Success Pack, and Robertson typically assesses opportunities to simplify the user experience through page layouts and record types. However, in cases requiring more segmentation, she turns to Dynamic Lightning Pages. With Dynamic Components User Record Leads to Better UX To streamline the user experience further, Robertson implemented filter conditions. Using logic to control when specific components appeared. When a donor intends to make a donation, additional fields appear for specifying details. If a coordinator is checking the record of an anonymous donor, irrelevant fields are hidden. This dynamic control of component visibility ensures users see what they need when they need it, reducing clutter. The result of this redesign is a streamlined experience for coordinators who can now respond promptly to donors’ inquiries. They can easily access unified customer profiles. Profiles containing information on donation frequency, employer matching, previous communications, and more. This seemingly minor change in page layout has significantly improved user success. It has resolved pain points in the donor relations process. Thereby contributing to the organization’s overall strategies. Robertson emphasized the collaborative nature of the team highlighting the satisfaction of making the work less stressful. For those ready to design page layouts that prioritize user experience, her insights provide valuable guidance on creating efficient and clutter-free interfaces. 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 28, 2023in Salesforce, Salesforce for Nonprofits
Salesforce Backup and Recovery
27Oct

Cyber Incidents and Salesforce Backup

In a data age characterized by the exponential growth with the constant threats of cyber incidents, hardware failures, and human errors, the specter of data loss looms ever-present—and for good reason. The ramifications of losing essential data can be catastrophic for businesses, with the average cost of a data breach soaring to $9.44 million in 2022, more than double the previous year’s figure, according to IBM. Cyber Incidents and Salesforce Backup are phrases that go hand in hand. The data landscape is expanding rapidly; by 2025, the volume of generated and consumed data is expected to surpass 180 zettabytes. When data is lost, organizations face significant downtime in recovery or recreation efforts, resulting in decreased productivity and revenue loss. Gartner estimates that the average cost of IT downtime can be as high as $6,600 per minute or $400,000 per hour. Data Crisis Example In this scenario, a customer-controlled data backup and restore plan is as a critical lifeline for businesses. Such a plan allows organizations to spend less time on data recovery and more time on growth opportunities. It becomes especially pivotal in responding swiftly to crises, as demonstrated by the story of Alex, a software developer at a technology company. Despite an unexpected issue during the integration of a new system with the CRM, Alex’s implementation of backup and restore capabilities proved instrumental in quickly recovering deleted data, minimizing the impact on customers and the company’s reputation. This didn’t even involve a cyber incidents and Salesforce Backup still saved the day. Beyond crisis response, a robust backup and restore solution is essential for avoiding fines resulting from stringent privacy regulations. Non-compliance with data protection laws, such as GDPR, can lead to substantial legal consequences. For instance, GDPR fines alone have surpassed $4.4 billion. By utilizing a backup and restore product, companies like “TechTrends,” an EU-based e-commerce company dealing with sensitive customer data, can protect personal records, ensuring compliance with global data handling requirements and sidestepping penalties. Cyber Incidents and Salesforce Backup Investing in data resilience solutions not only shields businesses from financial and reputational consequences but also allows them to concentrate on growth and customer relations. Marla Hay, Vice President of Product for Security and Privacy at Salesforce, emphasizes the importance of a data resiliency strategy in protecting against threats, malicious activities, and human errors. In today’s digitally fraught landscape, a reliable backup and restore product addresses pain points like data loss, downtime, and compliance challenges, empowering organizations to secure critical information and maintain uninterrupted operations. In an era where data protection and cybersecurity have become top priorities, adopting a dependable backup and restore product emerges as a strategic imperative for building resilience and ensuring sustained growth and success. Like1 Related Posts Protecting Your Salesforce Data The landscape of Salesforce has undergone significant growth beyond its humble CRM origins, yet assumptions about the data within Salesforce Read more Retirement of Salesforce Data Recovery Service In July 2020, Salesforce announced that they were retiring their last-resort Data Recovery Service because it did not meet their Read more Updates to Salesforce’s Backup and Restore Services Announced March 2021 Due to extensive customer feedback in the early part of last year, we Salesforce reintroduced their Salesforce Data Recovery Service. Read more CloudAlly Backups and Recovery for Salesforce Salesforce Backup Solution Since 2011 – CloudAlly Backups and Recovery for Salesforce. Our enterprise-grade automated Salesforce backup and recovery solution Read more

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October 27, 2023in Salesforce Shield
Retrieval Augmented Generation in Artificial Intelligence
26Oct

RAG – Retrieval Augmented Generation in Artificial Intelligence

Salesforce has introduced advanced capabilities for unstructured data in Data Cloud and Einstein Copilot Search. By leveraging semantic search and prompts in Einstein Copilot, Large Language Models (LLMs) now generate more accurate, up-to-date, and transparent responses, ensuring the security of company data through the Einstein Trust Layer. Retrieval Augmented Generation in Artificial Intelligence has taken Salesforce’s Einstein and Data Cloud to new heights. These features are supported by the AI framework called Retrieval Augmented Generation (RAG), allowing companies to enhance trust and relevance in generative AI using both structured and unstructured proprietary data. RAG Defined: RAG assists companies in retrieving and utilizing their data, regardless of its location, to achieve superior AI outcomes. The RAG pattern coordinates queries and responses between a search engine and an LLM, specifically working on unstructured data such as emails, call transcripts, and knowledge articles. How RAG Works: Salesforce’s Implementation of RAG: RAG begins with Salesforce Data Cloud, expanding to support storage of unstructured data like PDFs and emails. A new unstructured data pipeline enables teams to select and utilize unstructured data across the Einstein 1 Platform. The Data Cloud Vector Database combines structured and unstructured data, facilitating efficient processing. RAG in Action with Einstein Copilot Search: RAG for Enterprise Use: RAG aids in processing internal documents securely. Its four-step process involves ingestion, natural language query, augmentation, and response generation. RAG prevents arbitrary answers, known as “hallucinations,” and ensures relevant, accurate responses. Applications of RAG: RAG offers a pragmatic and effective approach to using LLMs in the enterprise, combining internal or external knowledge bases to create a range of assistants that enhance employee and customer interactions. Retrieval-augmented generation (RAG) is an AI technique for improving the quality of LLM-generated responses by including trusted sources of knowledge, outside of the original training set, to improve the accuracy of the LLM’s output. Implementing RAG in an LLM-based question answering system has benefits: 1) assurance that an LLM has access to the most current, reliable facts, 2) reduce hallucinations rates, and 3) provide source attribution to increase user trust in the output. Retrieval Augmented Generation in Artificial Intelligence Content updated July 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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October 26, 2023in Einstein 1 Platform, Generative AI, Salesforce, Salesforce Data Cloud
Salesforce Life Sciences Cloud
24Oct

Salesforce Life Sciences Cloud

Salesforce has unveiled Life Sciences Cloud, a secure and trusted platform tailored for pharmaceutical (pharma) and medical technology (medtech) organizations. This innovative solution aims to expedite drug and device development, streamline patient enlistment and retention throughout the clinical trial journey, and harness AI capabilities to deliver personalized customer experiences. The significance of this announcement lies in the life sciences industry’s urgent need for accurate and accessible data to advance research and development efforts and enhance clinical trials. Despite this need, the industry has been slow to adopt digital tools, with a staggering 88% of healthcare and life sciences organizations yet to achieve their digital transformation objectives. Amit Khanna, SVP & GM of Health and Life Sciences at Salesforce, emphasized the necessity for integrated, compliant, and data-driven solutions in the life sciences industry. He highlighted Salesforce’s commitment to enhancing stakeholder engagement across the R&D and commercialization spectrum by leveraging data, AI, and CRM capabilities. The Salesforce solution encompasses: Commercial Operations, available now, provides insights into the commercial lifecycle, including contract compliance, pricing, and inventory management. AI-powered bots offer timely alerts to field representatives and forecasting insights to optimize sales strategies. Clinical Operations offers tools to set up and execute efficient trials, including Data Cloud for Health, Chain of Custody Management, and Participant Management features, aiming to enhance patient recruitment, safety, and engagement. Pharma CRM facilitates personalized engagement with stakeholders, managing interactions and digital content while ensuring compliance with regulations. Features like Healthcare Professional (HCP) Engagement and Einstein for Life Sciences enhance engagement and automate tasks for streamlined operations. Customer testimonials, such as from SI-BONE, highlight the tangible benefits of digitizing processes and improving efficiency with Salesforce solutions. Availability details for various features are provided, with some features already generally available and others set to roll out in the coming months and years. To learn more about Salesforce’s offerings for healthcare and life sciences, access industry insights, and explore the potential of CRM and AI in this sector, interested parties are encouraged to dig into the available resources or contact Tectonic today. Additionally, it’s noted that sales automation functionality for pharma/biotech customers will be available from mid-2025 onward. Learn about Salesforce for healthcare and life sciences  Learn more about Salesforce Life Sciences Cloud 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 24, 2023in Life Sciences Cloud, Salesforce Einstein, Salesforce Health and Life Sciences Solutions, Salesforce Implementation Services
Salesforce DevOpps
24Oct

Where Can I Find Release Notes and Bugs from Salesforce?

When Salesforce does a release, in addition to email notifications, you have a website you can access 24/7 to monitor release issues. This is where you can find Release Notes and Bugs. Salesforce Known Issues Site Once the Salesforce’s New Release is live, you’ll be able to see information about updates and available workarounds for technology bugs. Bookmark this page to check out in the future! Locating Release Notes and Bugs Here is an example: Release Notes and Bugs Salesforce periodically provides release updates that improve the performance, logic, security, and usability of our products. The Release Updates page provides a list of updates that can be necessary for your organization to enable. Some release updates affect existing customizations. Every time a release update is created, it gets scheduled to be enforced in a future release. We announce each update and its schedule here as soon as that schedule is known, but occasionally, updates are postponed or canceled. If that happens, we let you know in the section that describes that specific release update. Often, release updates provide a Test Run option so you can enable an update and examine any changes to your org, including changes to customizations, before that update’s Complete Steps By date. To view release updates, from Setup, in the Quick Find box, enter Release Updates, and select Release Updates. Enforced with This Release These updates are scheduled to be enforced this release. Disable Rules for Enforcing Explicit Access to Apex Classes (Release Update)This update disables the requirement for a user running a flow to have explicit access to Apex classes invoked by that flow. This update was first made available in Summer ’20 and was scheduled to be enforced in Spring ’23, but we postponed the enforcement date to Summer ’23. Enable Content Sniffing Protection (Release Update) Help shield your org and network from malicious attacks with content sniffing protection. This change helps prevent the browser from loading scripts disguised as other file types when your users access external content and websites from Salesforce. This update was first made available in Winter ’23 and was scheduled to be enforced in Spring ’23, but we postponed the enforcement date to Summer ’23. Enable Sharing for Flow Orchestration Objects (Release Update) In Summer ’23, Salesforce enables sharing for Flow Orchestration objects. With this change the Manage Flow user permission no longer grants user access to Flow Orchestration objects. To cancel or debug an orchestration or to reassign an orchestration work item, a user needs the Manage Orchestration Runs and Work Items user permission, along with sharing access to Flow Orchestration objects. Users who run orchestrations and execute work items must still have the Run Flows user permission. 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 24, 2023in Salesforce
Salesforce Success Story
23Oct

Case Study: Large State Travel-Nonprofit and Hospitality/Travel-Salesforce Service/Experience Clouds

Transform into a Modern Data Driven Organization: case study nonprofit hospitality salesforce Largest Non-Profit Travel / Trade Organization moves to the cloud and adopts Salesforce and Google Cloud Platform to improve Operations and Marketing Industry: Government – Travel / Hospitality Service Cloud Experience Cloud case study nonprofit hospitality salesforce The largest nonprofit travel and Trade organization, is self-tasked with developing and maintaining marketing programs to further develop tourism in this large State. PROBLEM SOLUTION RESULTS 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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October 23, 2023in Salesforce, Salesforce Experience Cloud, Salesforce for Nonprofits, Salesforce Hospitality Travel and Transportation, Salesforce Implementation Services, Salesforce Public Sector Solutions, Salesforce Service Cloud, Salesforce Success Stories
Salesforce
22Oct

Salesforce Winter ’24 Release Highlights

Excitement is building in the Salesforce community. Dreamforce and the Winter ’24 release align within the same hot 30-day period, bringing a wave of new updates and announcements for the Salesforce ecosystem. Salesforce Winter ’24 Release Highlights are amazing. As the release date approaches, focus should be on two key aspects. Preparing your sandbox and knowing the upgrade timeline for your instance. Salesforce Winter ’24 Release Date: Understanding when your production instance will undergo the Winter ’24 release is necessary. To determine this, check your instance on Salesforce Trust by clicking on your instance name and selecting “Maintenance.” This will reveal the specific date of the Winter ’24 release for your organization. It’s essential to conduct thorough testing of your main use cases before this date to ensure a smooth transition. Release weekends for Winter ’24 are scheduled on: If you’re unsure about your instance, navigate to “company information” within “Setup” on your Salesforce platform. Winter ’24 Sandbox Preview Information: Equally critical is understanding how and when your sandbox will be upgraded, providing the first opportunity to test the new release within your custom Salesforce system. Salesforce has two release windows for sandboxes based on whether they are “Preview” or “Non-Preview” instances. Most sandboxes are expected to undergo upgrades on Aug 26th, 2023. Stay tuned for additional information on Sandbox previews. Winter ’24 Pre-Release Org: Pre-release orgs offer an excellent way to familiarize yourself with the new features ahead of sandbox upgrades. Existing preview orgs have been upgraded with the Winter ’24 release. For those without a pre-release org, sign up for a Winter ’24 Org to explore the latest features. Winter ’24 Release Highlights: While the dates are significant in the Salesforce release cycle, the most anticipated date is the official release of “Salesforce Release Notes.” Expected in early August 2023, consider these notes as providing the first insights into the features and enhancements. They are the first look into what will be applied across the entire Salesforce suite. And its always great to be the first to know. As the Salesforce community eagerly awaits these milestones, stay tuned for updates and announcements to make the most of the upcoming Winter ’24 release. 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 22, 2023in Salesforce
Automotive Cloud Salesforce
20Oct

Automotive Cloud Salesforce

The Winter ‘23 release marks a significant milestone for Salesforce Automotive Cloud, bringing forth a suite of advanced capabilities. Automotive Cloud Salesforce will change your experience forever. Salesforce Automotive Cloud, built upon Sales Cloud and Service Cloud, empowers manufacturers and dealers in efficiently managing key customer and vehicle touchpoints throughout their lifecycle. Leveraging industry best practices, the data model and workflows reduce the time spent on repetitive tasks. Key Benefits of Automotive Cloud: Key Features of Automotive Cloud: “With real-time data, trusted AI, and automation, we’re bringing the automotive industry one step closer to a future where software-defined vehicles are the norm.” Achyut Jajoo, SVP & GM of Automotive and Manufacturing Automotive Cloud provides a real-time digital view of a vehicle’s connected features, services, and telemetry data for personalized, connected car experiences. Industry leaders like Toyota utilize Automotive Cloud to enhance consumer experiences across every touchpoint. The platform unifies automaker data to deliver real-time, contextualized views inside vehicles, offering truly personalized experiences for every driver. The rise of connected cars, estimated to make up 95% of all new vehicles sold by 2030, underscores the importance of harnessing the vast data generated. Features like Actionable Telematics and Connected Vehicle Visualization are set to be available, further strengthening the capabilities of Salesforce Automotive Cloud. Like2 Related Posts Best CPQ for Salesforce Many businesses, once they select the best Salesforce CPQ tool for their business, turn to an implementation partner like Tectonic Read more Salesforce Accelerator Salesforce Accelerators encompass specialized tools, applications, and services crafted to expedite the adoption and effectiveness of Salesforce within organizations. Tailored Read more Mapping Your Customer Journey Creating a customer journey map is a crucial undertaking for businesses aiming to improve the customer experience and foster long-term Read more Acronyms for Quote-to-Cash Here is a helpful glossary of quote-to-cash acronyms you will hear in the Salesforce Ecosystem. AcronymMeaningDefintionACVAnnual Contract ValueThe annual revenue Read more

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October 20, 2023in Salesforce Automotive Cloud, Salesforce Manufacturing Automotive Energy
Anypoint Code Builder for Desktop
19Oct

Anypoint Code Builder for Desktop

Anypoint Code Builder for Desktop represents MuleSoft’s cutting-edge integrated development environment (IDE) designed for developers to seamlessly create, develop, and deploy APIs, integrations, and automations within a unified environment. This innovative tool empowers developers by offering: Anypoint Code Builder for Desktop MuleSoft is excited to announce the official release of Anypoint Code Builder for Desktop, a groundbreaking addition to the MuleSoft family. This next-generation IDE revolutionizes the approach to API and integration development, promising increased speed, enhanced intuitiveness, and higher efficiency. Seamless Connections At MuleSoft, the mission is to enable organizations to seamlessly connect their systems, applications, and data, and Anypoint Code Builder is a significant stride toward achieving this goal. Recognizing the need for change in core integration tooling due to rapid technological advancements, they decided to build a new IDE from the ground up, catering to modern and future-looking use cases. Anypoint Code Builder is positioned as the future of API and integration development at Mulesoft, offering a next-generation developer experience. It empowers developers to design, develop, and deploy APIs and integrations seamlessly from a unified environment. The tool provides robust features, including flexible workspaces and the integration of AI to generate code and integration flows using natural language. Built-in Connectors The platform includes built-in connectors and access to a variety of connectors from Anypoint Exchange. Developers have two options to get started: a local version on VS Code for the desktop or a cloud version accessible directly from Anypoint Platform. The desktop version, now generally available, can be installed in three easy steps, allowing developers to work from their local machines. The cloud version is currently available in open beta, with plans for a full release in the first half of 2024. It’s essential to understand the difference between Anypoint Code Builder and Anypoint Studio. Anypoint Code Builder is based on Visual Code Builder, running as a service in the browser, while Anypoint Studio is based on Eclipse. Anypoint Code Builder goes beyond API implementation, also supporting API design and development. Like Related Posts 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 Salesforce and Zendesk Integration Zendesk Connection Salesforce and Zendesk integration. Create a remote connection using the Zendesk connector to sync data from Zendesk to Read more Salesforce Inbox Explained Salesforce Inbox explained. Enhance the productivity of sales reps with Inbox features, enabling efficient management of every email message, whether Read more Public Sector Salesforce Solutions Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing Read more

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October 19, 2023in Mulesoft

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