Salesforce Archives - gettectonic.com - Page 71
Salesforce Tableau Pulse
25Sep

Tableau Pulse and Tableau GPT

Most of us are quite familiar with Chat GPT, the revolutionary Large Language Model from Open AI that is transforming the world of AI interactions far beyond research labs. Recently, Tableau unveiled Tableau GPT at TC 2023, a new tool leveraging generative AI. But what is Tableau GPT, and how does it integrate with Tableau’s current array of product offerings? Tableau Pulse and Tableau GPT work together. Complementing Tableau GPT’s natural language capabilities is the newly launched user interface, Tableau Pulse. Designed as a personal data guide, Pulse presents you with a curated, ‘newsfeed’-like view of your key metrics, a game changer for business leaders needing to keep a close eye on performance indicators. So Tableau AI is a suite of capabilities that brings trusted predictive and generative AI to the entire Tableau Platform to simplify and democratize data analysis and insight consumption at scale. Tableau GPT: Tableau GPT is an assistant utilizing advanced generative AI to streamline and democratize the data analysis process. Developed in collaboration with OpenAI, it is derived from Einstein GPT, a recently introduced Salesforce product. Tableau GPT seamlessly incorporates generative AI into Tableau’s user experience, aiming to enhance productivity, accelerate learning, and improve communication. During the TC keynote’s Devs on Stage segment, Matthew Miller, Senior Director of Product Management, showcased Tableau GPT’s ability to generate calculations. With a prompt like “Extract email addresses from JSON,” Tableau GPT swiftly provided a calculation that could be easily integrated into the calculation window. Tableau Pulse: Additionally, Tableau GPT also powers the new Tableau tool named Tableau Pulse, enabling users to generate powerful insights rapidly. In this tool, Tableau Pulse offers “data digests” on the user’s personalized metrics homepage, allowing customization. Users can have a curated, ‘newsfeed’-like experience of key KPIs, personalized over time as Pulse learns user preferences. Tableau Pulse provides metrics to pay attention to, based on recent data trends recognized by Tableau GPT. Users can follow KPIs and receive the latest values, visual trends, and AI-generated insights. Moreover, Tableau Pulse responds to natural language queries about data. For instance, when asked, “What is driving change in Appliance Sales?” Tableau Pulse provides a quick answer with a visualization. Tableau Pulse helps everyone in your organization integrate data into their daily jobs to make better, faster decisions. Without having to learn a new tool or build comprehensive visualizations, Tableau Pulse helps you go beyond the how and what and shows you the why behind your data. After obtaining insights from Tableau Pulse, users can drill down further by asking follow-up questions. For example, asking, “What else should I know about air fryers?” reveals an insight that the “inventory fill rate” for air fryers is forecasted to fall below the predetermined threshold. Knowing where, when, and why to pay attention to your business has never been easier. Within Tableau Pulse, the Insights platform automatically detects drivers, trends, contributors, and outliers for the metrics you follow. It proactively flags changes that matter to you. Using natural language and supporting visual explanations, Now Tableau Pulse summarizes the insights so you can make appropriate and timely decisions. Tableau Pulse and Tableau GPT Tableau GPT and Pulse are poised to transform the interaction with Tableau products. These tools will expedite the creation of visualizations, a hallmark of Tableau, and provide non-technical users with quick data comprehension without additional development time. Users access Tableau Pulse from the Tableau Cloud navigation menu, but the metrics in Tableau Pulse aren’t part of the project content hierarchy in Tableau Cloud or governed by project-based permissions. The ability to create or see metrics is based on permission to connect to and access data in a data source. 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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September 25, 2023in Salesforce
EPHI and PHI Explained
23Sep

EPHI and PHI Explained

Lately, there’s been a lot of buzz about Protected Health Information (PHI), especially with concerns arising over what’s permissible to disclose. (Think vaccine status, anyone?) Let’s delve into precisely what constitutes protected health information and what doesn’t. Additionally, as technology progresses and electronic medical records become prevalent, a new category called electronic PHI (ePHI) has emerged, warranting exploration. PHI: Under HIPAA regulations, PHI encompasses “any identifiable health information utilized, maintained, stored, or transmitted by a HIPAA-covered entity.” These entities typically include healthcare providers, insurance providers, or associates of HIPAA-covered entities, such as subcontracted services like medical coding companies. As a result, any data linked to your health—whether it’s test results, medical history, or personal identifiers like your name or social security number—is classified as PHI. The inclusion of one or more of these identifiers renders the information PHI, necessitating adherence to HIPAA Privacy Rules for its security. There are 18 specific categories of patient identifiers: ePHI: ePHI functions similarly to PHI but encompasses information created, stored, or transmitted electronically. This includes systems operating with cloud databases or transmitting patient information via email. To ensure protection, specialized security measures such as encryption and secure backup are imperative. Several high-profile breaches of ePHI in recent years have resulted in substantial financial penalties ranging from six to seven figures. Exceptions: Certain types of information do not fall under HIPAA rules as PHI or ePHI, and it’s crucial to recognize these exceptions. Sometimes, any medical-related information is erroneously grouped under PHI when it shouldn’t be. To ascertain whether information qualifies as PHI, consider the following guidelines: The healthcare landscape relies heavily on information—comprising records, histories, forms, demographics, and reports. Managing HIPAA-compliant electronic forms can be a daunting task without the right partner. With virtual and telehealth communications becoming increasingly common, the electronic handling of sensitive ePHI is more vital than ever. Tectonic works with our health and life sciences customers to ensure that such data is safeguarded, user-friendly, and consistently secure. 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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September 23, 2023in Life Sciences Cloud, Salesforce Health and Life Sciences Solutions

Reshaping the Automotive Industry With Salesforce

Changing customer expectations are reshaping the automotive industry, compelling dealerships to reevaluate their approach to business. With only 1% of buyers fully satisfied with their vehicle purchase experience, dealerships face a significant barrier to fostering loyalty. This dissatisfaction jeopardizes long-term profitability, as customers may turn elsewhere for future service or vehicle needs. Delivering exceptional customer experiences has become more critical than ever. However, rising operational costs present the challenge of achieving more with fewer resources — and doing so quickly. To drive sustainable growth, dealerships must prioritize relationship-building alongside achieving sales goals. Central to this effort is creating personalized digital touchpoints, especially for millennial and Gen Z shoppers, who now dominate the market. These younger consumers seek seamless, consistent experiences — from online browsing to in-person showroom visits. Turning them into lifelong customers requires a unified view of customer data, encompassing their digital shopping habits, service requests, and communications across all platforms. Fortunately, new tools can help dealerships meet these changing demands while reducing costs and improving productivity. To succeed, however, dealerships must adopt a mindset shift, moving beyond transactional practices to focus on customer-centric strategies. Digital Storefronts Are Falling Short Research reveals that fewer than 20% of original equipment manufacturers (OEMs) and retailers consider their digital storefronts engaging and mobile-friendly. For more insights into the industry’s challenges and opportunities, check out the “Trends in Automotive” report, based on feedback from 500 industry leaders. Beyond 30-Day Sales Goals: Building Lasting Relationships Dealerships have long operated in 30-day cycles, dictated by monthly sales goals from OEMs. However, successful dealerships now balance these targets with efforts to nurture long-term relationships. This involves more than sporadic emails about promotions or tune-ups. Instead, it’s about providing consistent, valuable interactions that address customer needs year-round. For example, keeping customers informed with personalized communications—such as alerts about service offers or recommendations for vehicle upgrades—can enhance their overall experience and build trust. Four Steps to Build Customer Loyalty The Path to Loyalty: A 360-Degree Customer View Sustaining long-term profitability hinges on extending customer loyalty beyond individual car sales. With Americans now keeping vehicles for an average of 12 years, dealerships must create enduring relationships across the vehicle’s lifecycle. Salesforce Automotive Cloud empowers dealerships with a 360-degree view of customer data, enabling teams to deliver personalized, seamless experiences. This unified approach helps sales teams close deals faster and service teams provide tailored consultations, ultimately fostering loyalty. Salesforce Sales and Service Cloud provide the same 360-degree view with powerful sales and service tools, including automated agents. The goal? To ensure customers think of your dealership first—whether for service, upgrades, or their next vehicle purchase. By placing the customer at the center of your business and leveraging advanced technology, dealerships can adapt to the evolving landscape and thrive in the future. 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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September 22, 2023in Agentforce Platform, Artificial Intelligence, Data, Salesforce, Salesforce Automotive Cloud, Technology
Sending Emails Through Salesforce
22Sep

Email List Building

Creating Your Dream Email List-Email List Building Imagine a marketer confidently standing atop a laptop, proudly showcasing her meticulously curated email list. With access to email addresses, you unlock the power to segment your audiences and deliver personalized experiences that resonate deeply with your prospects. Crafting compelling messages that resonate with recipients is just the beginning. Let’s explore in this insight how you can expand upon that foundation to organically grow your subscriber list and keep them actively engaged. “If you build it, they will come,” echoes the famous line from Field of Dreams, and while it originally referred to a baseball field for spirits, it holds true for email lists as well. Research consistently shows that email remains the most effective tool for connecting with customers. A robust email list not only attracts new prospects but also fosters stronger engagement within your community. Moreover, it equips you with invaluable customer insights and performance data to continually refine your strategies. However, building such a list requires strategic planning, the right tools, and flawless execution. Let’s dive into the fundamentals of email list building: why it’s crucial and how to kickstart the process. Understanding Email Lists Your email list comprises the addresses you’ve amassed through various channels like your website, ecommerce platform, live events, blog, or social media campaigns. These individuals have willingly opted in, expressing their desire to receive communications from you via email. This permission-based approach empowers you to deliver targeted messages, blending promotions with valuable content directly to subscribers’ inboxes. Email lists are invaluable because they signify genuine interest in your brand. Having direct access to a pool of interested prospects enables you to deliver content tailored to their preferences, fostering a sense of trust from the outset. The Importance of Building an Email List Effective marketers recognize the indispensability of email lists in today’s highly digital world. With access to email addresses, you can segment your audience and craft personalized experiences that make each subscriber feel valued. Incorporating personalization tactics, such as addressing recipients by name in the subject line, enhances engagement and fosters a deeper connection with your brand. The magic of email lists lies in their ability to nurture relationships through consistent, value-driven communication. By leveraging first-party data obtained directly from your customers, you can tailor content to align with their preferences, demographics, and purchasing behaviors. This personalized approach not only strengthens bonds but also enables you to refine your audience segments for targeted marketing initiatives. Maximizing Email List Value To extract maximum value from your email list, leverage marketing platforms equipped with real-time personalization capabilities. These platforms serve as virtual assistants, enabling you to deliver tailored messages based on individual behaviors and preferences. By automating list management tasks and deploying dynamic content, you can ensure that each email resonates with recipients, prompting higher engagement and conversion rates. Transitioning from basic email sends to multifaceted campaigns requires a strategic approach. Implementing AI-driven automation tools can streamline processes, allowing you to deliver timely, relevant messages across various touchpoints. From welcome sequences to targeted follow-ups, automation enhances efficiency while fostering meaningful interactions with your audience. Avoiding Common Mistakes Successful email list management hinges on adherence to regulatory guidelines and ethical practices. Failure to comply with regulations such as the CAN-SPAM Act or GDPR can result in severe penalties and damage to your brand’s reputation. Transparency and consent are paramount, as they promote positive user experiences and foster trust between you and your audience. Furthermore, prioritize organic growth strategies over shortcuts like purchasing email lists. Authentic engagement cannot be bought; it must be earned through value-driven content and genuine interactions. By focusing on compelling opt-in forms, content marketing initiatives, and thought leadership, you can attract subscribers who are genuinely interested in what your brand has to offer. What tools should be utilized for constructing and expanding your email roster efficiently? Ensuring streamlined lists is crucial for effective communication. Customer Relationship Management (CRM) systems serve as indispensable aids in storing customer data, tracking communication history, and evaluating email campaign performance. A CRM proves invaluable in the process of nurturing an email list. Through segmentation features, you can categorize your audience based on diverse criteria, such as active customers, lapsed customers, geographic-based customers, demographic-based customers, or recent email openers. This segmentation facilitates targeted campaigns, allowing for personalized outreach to re-engage inactive subscribers or reward loyal customers with exclusive offerings. Moreover, CRM systems maintain comprehensive interaction records, detailing customer email engagements, purchases, and inquiries. This wealth of historical data provides insights into customer preferences and behaviors, enabling tailored content delivery. For instance, if a customer exhibits a preference for fitness-related emails over nutrition content, future communications can be adjusted accordingly. Furthermore, CRMs facilitate the upkeep of email lists by simplifying the process of updating customer details centrally. When a customer’s information changes—such as obtaining a new email address or job title—CRMs ensure swift updates, maintaining list accuracy. Seamless integration with contact forms on websites enables automatic synchronization of changes, aiding compliance with opt-out requests. Several platforms offer easy setup of automated welcome emails and follow-up sequences, enhancing subscriber engagement. These tools often feature automation for lead magnet delivery, providing downloadable resources upon sign-up, thereby enriching the user experience and stimulating list growth. 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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September 22, 2023in Salesforce
Shield
21Sep

Salesforce Shield Explained

Salesforce Shield Explained: It is tailored for companies with heightened security and compliance considerations. Comprising four products that layer onto existing Salesforce products, it provides additional protection. These components include: Salesforce Shield is best explained is a encryption and event monitoring and field audit trail tool for your business. Block Unauthorized or Unlawful ActivityCreate real-time security rules in an org to prevent undesired events with Event Monitoring.Find and Classify Sensitive Data QuicklyDiscover and classify sensitive data in just a few clicks with Data Detect.Add Additional Security to Sensitive DataEncrypt sensitive data at rest and manage keys with Platform Encryption.Meet Compliance and Industry RegulationsView data as far back as a decade with Field Audit Trail. Protect critical information at scale. Identify, categorize and encrypt data to mitigate threats and avoid costs associated with data loss. Three Reasons to Use Data Detect1 Integrates Seamlessly With native Salesforce software for ease of implementation and cost savings.2 Identifies Sensitive Data regardless of what field it is in, so you can take the necessary steps to obfuscate or protect it3 Classifies Sensitive Fields Use convenient UI to update data classifications as you discover fields with sensitive data 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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September 21, 2023in Data, Salesforce, Salesforce Shield
What is a Customer Portal in Salesforce
20Sep

What is a Customer Portal in Salesforce?

A Salesforce Customer Portal serves as an online support platform for your customers, empowering them to address inquiries independently without needing to contact a customer service representative. Through a Customer Portal, you can personalize and deliver a visually engaging user interface tailored to your customers’ needs. The primary distinction between a website and a customer portal lies in the audience access. While a website is open to all and attracts traffic from diverse sources, a customer portal is restricted to your customers, prospects, or individuals who create personal accounts with your company. Also referred to as a client portal, a customer portal is a software interface that provides customers with comprehensive visibility into their interactions with your company. Within the portal, customers can monitor key metrics, track support requests, and easily access reference documents, facilitating seamless collaboration and information sharing. In Salesforce, both customer portals and communities are built using the Experience Cloud (formerly known as Salesforce Community Cloud), a platform within the Salesforce ecosystem designed for creating CRM-connected websites. The Salesforce Experience Cloud enables the creation of digital communities tailored for customers, partners, or employees, fostering engagement and interaction with your target audiences. Key features of Salesforce Experience Cloud include: Customer Community Use Cases: Differences Between Communities and Portals in Salesforce: Communities Portals Salesforce Experience Cloud incorporates various tools such as Help Center, Authenticated Portal, Customer Community, Einstein Bots, Knowledge, and Experience Builder to enhance self-service capabilities, automate workflows, and deliver personalized support experiences across different channels. 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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September 20, 2023in Salesforce Experience Cloud
Salesforce Nonprofit Cloud
19Sep

Easily Refer Constituents to Providers by Using a Guided Flow

Facilitate constituent referrals to service providers effortlessly by utilizing a guided flow. This streamlined process enables the inclusion of comprehensive information about individuals or households, providers, and other essential details. Enhance the effectiveness of service delivery by sharing the referral record and additional information directly with the service provider. Your caseworkers can easily refer constituents to providers using guided flow. Implementation of this feature is relevant in Lightning Experience within Enterprise, Performance, Unlimited, and Developer editions where Public Sector Solutions are enabled. Provider Referral The provider referral guided flow optimizes how caseworkers communicate pertinent information to service providers, encompassing details such as required services, necessary documentation, and other crucial information for efficient service delivery. Government agencies often become aware of constituents in need when they apply for benefits or when concerns are reported or referred to the agency. Caseworkers play a vital role in understanding constituent issues, identifying suitable benefits and services to enhance well-being, and referring constituents to other agencies or providers as necessary. Caseworkers carry out various tasks when referring constituents to providers, including reviewing benefit applications, assigning benefits to eligible constituents, and searching for certified providers to deliver the required benefits. If certified providers are not available, caseworkers may refer constituents to another agency or provider offering the necessary services. Refer constituents to providers using guided flow The provider referral guided flow assists caseworkers in efficiently sharing pertinent information with providers during the referral process. This flow facilitates tasks such as including constituent and provider information from records, entering referral details, describing required services, attaching relevant documents, and sharing additional information through service-specific PDF templates for customization by the provider or agency. Upon completion of the flow, a referral is created, and documents, along with filled PDF templates, are attached and shared with selected providers or agencies. Providers and agencies then utilize the shared information to determine their capacity to serve referred constituents. The Provider Referral flow is presented as an OmniScript guided flow, allowing customization of the OmniScript and associated OmniStudio components to align with specific programs and processes. Additionally, create fillable PDF templates to share tailored information with providers for the services delivered to constituents. By Tectonic’s Salesforce Marketing Consultant, Shannan Hearne Like1 Related Posts 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 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 Salesforce Accelerator Salesforce Accelerators encompass specialized tools, applications, and services crafted to expedite the adoption and effectiveness of Salesforce within organizations. Tailored 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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September 19, 2023in Salesforce Public Sector Solutions
19Sep

Audience Builder Marketing Cloud

Marketing Cloud Audience Builder dynamically generates targeted audiences from contacts stored in your account based on attribute and behavioral values. These audiences can be used to target or exclude contacts from your marketing activities. In today’s world, where a staggering 347.3 billion emails are sent globally every day, email inboxes have become increasingly cluttered. In your specific niche, you’re not the only one trying to reach your target audience; numerous others are vying for their attention. With consumers having a multitude of options, marketers bear the responsibility of positioning themselves in a way that makes it impossible for potential customers to overlook them. Achieving this requires embracing customer-centricity, which involves deeply engaging with different buyer personas by segmenting your contact list based on various parameters such as age, gender, location, interests, preferences, past purchases, browsing history, and position in the sales funnel. However, manually managing this segmentation, especially with a large contact list, can be overwhelming. This is where a dependable tool like Salesforce Marketing Cloud’s Audience Builder proves invaluable. The SFMC Audience Builder empowers marketers to create granular segmentation frameworks based on demographic and behavioral data, making the execution of targeted campaigns effortless. It dynamically generates targeted audiences by utilizing contacts in your account and leveraging behavioral values and stored attributes as guiding parameters. In this overview, we aim to provide a comprehensive understanding of SFMC’s Audience Builder. Key Entities and Terminologies: 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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September 19, 2023in Data, Salesforce, Salesforce Marketing Cloud
Customer Experience
18Sep

Engage Your Community with Experience Cloud

Community engagement operates as a mutual exchange of ideas and information, and Salesforce facilitates communication with your constituents while providing an avenue for reciprocal connections. This involves sharing feedback, participating in community events, and expanding networks through Salesforce Experience Cloud. Engage Your Community with Experience Cloud. Engage Your Community with Experience Cloud Community engagement is relevant to public sector, government, tribal, nonprofit, and commerce scenarios and functions across multiple Salesforce solutions. Salesforce Community Cloud for Engagement: Salesforce Community is a portal designed for groups with shared goals, offering an efficient way for members to connect with the community’s team or leaders. Experience Cloud, Salesforce’s digital experience platform, rapidly builds websites, portals, and mobile apps to engage customers and digitize business processes. Community Cloud speeds to market features that enable individuals to interact with brands, companies, and service providers across the digital landscape. Experience Cloud as Your Content Management System: To succeed in digital transformation, businesses need to swiftly bring experiences to market, create personalized customer interactions, and ensure consistent touch points across multichannel journeys. Experience Cloud’s mission is designed to meet these requirements, helping organizations streamline systems, align teams, accelerate digital adoption, and process a quarter’s worth of data in one go. Fostering Community with Salesforce: Community managers can facilitate ongoing conversations, host virtual meet-ups, and solicit feedback to build trust. Encouraging dialogue and implementing feedback strengthens community bonds, demonstrating the value placed on members’ input. Creating Connected Experiences with Salesforce: Salesforce enables the development of multiple connected experiences, from customer support sites to B2B distributor portals. These sites, built on Experience Cloud, include self-service tools that reduce the workload on service agents and sales representatives. Metrics and Reporting: Setting goals and metrics is crucial for community success. Metrics can include content consumption, community engagement, and value creation. Monitoring metrics like file downloads, likes, shares, and comments provides insights into content usage. Tracking membership growth, user participation, and programmatic impact gauges community engagement. Evaluating the impact on goals, such as increased volunteer participation, measures the value created by the community. Salesforce provides a comprehensive set of tools for advancement teams to build informative, navigable, and engaging communities, fostering quick and meaningful engagement with constituents. Like Related Posts 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 Case Study: Health Payer/Provider Onboarding/Network Growth After doing their initial Sales Cloud implementation and SAP integration over 12 years ago, this company was only leveraging Salesforce 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 Salesforce Accelerator Salesforce Accelerators encompass specialized tools, applications, and services crafted to expedite the adoption and effectiveness of Salesforce within organizations. Tailored Read more

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September 18, 2023in Salesforce Experience Cloud, Salesforce for Nonprofits, Salesforce Public Sector Solutions
Sales Enablement in an AI World
17Sep

Sales Enablement in an AI World

The New Era of AI-Driven Sales Enablement The era of AI-driven sales is upon us. More than 60% of sales and service professionals believe that generative AI will enhance their ability to serve customers effectively. AI-powered tools are already transforming the sales landscape by automating routine tasks and boosting productivity, ultimately driving sales and improving customer experiences. Sales Enablement in an AI World. AI is set to completely reshape the sales function, including the way we train and educate sales teams. Traditional Sales Enablement Historically, organizations have relied on generic sales enablement programs that provided “set it and forget it” content to the entire sales force, regardless of the specific challenges individual sellers faced. While some training was tailored to specific roles, personalizing content at scale was not feasible. Organizations generally expected sellers to learn the same foundational content at the same pace and in the same manner. Enterprises invested significantly in these programs but had little ability to measure the impact of their investments. ROI was often assessed based on whether sales team members completed training courses, rather than on their ability to apply new learnings to close deals. It’s no surprise that sales reps often viewed enablement as a box to check off in the process, not a path to growth. Thanks to AI, that perspective is changing. AI-Powered Enablement in Action AI and data are revolutionizing sales enablement by delivering more personalized and effective training and helping organizations understand the true impact of their investments. Companies can now monitor and adjust enablement programs in real time, using metrics like win rates, pipeline generation, average contract value (ACV), and customer satisfaction to continually refine their programs and drive business results. AI allows sales reps to access enablement programs seamlessly within their daily workflows. It facilitates hyper-personalization by aligning training with an individual’s past performance, strengths, and areas for growth. Organizations can adopt a data-driven approach to identify the challenges individual sellers face and automatically provide personalized guidance to boost productivity and help close specific deals. The Groundwork for AI-Powered Enablement Companies are understandably eager to reap the benefits of AI, but their approach must be thoughtful, outcome-focused, and powered by a robust data strategy. Effective AI-powered sales enablement requires well-connected and organized data. A strong data strategy helps organizations understand what works and what doesn’t in their sales processes. Data enables companies to identify the most effective sales tactics and share these insights with their teams—from targeting the prospects most likely to buy, to crafting compelling offers for specific individuals, to listening for cues that help overcome objections. Companies must adopt a values-driven, human-first approach to integrating AI into their sales and enablement processes. Leaders should proactively communicate that AI is not a replacement for the human connections that drive sales. Instead, AI supports salespeople by offering real-time feedback to refine sales pitches, follow-up notes, and perform mundane tasks, thereby giving sales teams more time and resources to excel in understanding customer pain points, presenting solutions, and building trust. To thrive in this AI-powered world, organizations must invest in both AI technology and the continued development of their people, especially the teams directly impacting the bottom line. Sales Enablement in an AI World isn’t the future. It is here. 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 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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September 17, 2023in Generative AI, Salesforce Sales Cloud
Successful Salesforce Implementation
17Sep

Successful Salesforce Implementation

Unlocking the Potential of Salesforce: A Guide to Corporate Success Are you ready to explore the world of Successful Salesforce Implementation? In this Tectonic insight, we’ll explore how to leverage Salesforce to its fullest potential for your corporate success. Whether you’re a small startup or a large corporation, keep reading for practical advice and real-world insights to make Salesforce implementation work for you! What is Salesforce? Salesforce acts as a digital headquarters for organizations, organizing all client information, such as names, purchases, and contact methods. It’s also an Internet application that helps organizations manage customer relationships more effectively by sorting customer details, tracking sales leads, and automating tasks to ease customer interactions. Salesforce is cloudbased, so it is accessible from anywhere. Why Implement Salesforce Now? Implementing Salesforce offers numerous benefits for organizations across various industries: Overall, Salesforce improves how organizations manage customer relationships and utilize data for growth, but effective implementation requires thoughtful planning and customization. Types of Salesforce Implementation Sales Cloud Implementation Sales Cloud is Salesforce’s CRM platform designed to manage sales, leads, and customer interactions. Service Cloud Implementation Service Cloud helps companies provide excellent customer service and support. Marketing Cloud Implementation Marketing Cloud Engagement simplifies marketing efforts, helping businesses connect with customers across various channels. Each type of Salesforce implementation offers unique benefits and challenges, depending on the organization’s needs and goals. CRM Implementation Considerations Implementing a CRM system is a significant move for any business. Here are important things to remember: Step-by-Step Guide to Implement Salesforce Successfully Benefits of a Successful Salesforce Implementation Conclusion Implementing Salesforce is more than adding a powerful CRM system; it’s a journey to greater efficiency, productivity, and customer satisfaction. By thoughtfully planning and customizing Salesforce, organizations can enhance operations, deepen customer relationships, and drive sustainable growth. Embrace the possibilities of Salesforce implementation to chart a course for lasting success and innovation in the modern business landscape. 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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September 17, 2023in Salesforce Development Services, Salesforce Implementation Services
salesforce einstein analytics and hospitality
16Sep

Trust in AI Data

As companies rapidly embrace Artificial Intelligence and realize its benefits, trust must be their top priority. And to instill trust in AI, they must first instill trust in the data that powers it. Think about data as a well-balanced diet for AI — you’re healthiest when you avoid junk food and consume all the proper nutrients. Simply put, organizations can only harness the full power of AI when it is fueled by accurate, comprehensive data.  The Future is Here AI is no longer a futuristic concept; it has become a reality in our living rooms, cars, and frequently, in our pockets. As this technology continues to play an ever-expanding role in our daily lives, a crucial question arises: To what extent can, and should, we place our trust in these AI systems? Trust in AI data comes more naturally for some than others. As the prevalence of AI increases, so does the concern about ensuring that it aligns with human values. A frequently cited example illustrating this challenge involves the moral decision an autonomous car may face when confronted with a collision scenario. Consider a situation where a driver must swerve to avoid being hit and seriously injured by an oncoming bus. However, the dilemma arises as the car faces the prospect of hitting a baby if it swerves left or an elderly person if it swerves right—posing a complex ethical question for the autonomous car. Arvind Krishna, Senior Vice President of Hybrid Cloud and Director of IBM Research, emphasizes the importance of careful programming in AI systems to prevent biases introduced by programmers from influencing outcomes. Recognizing the complexity of such issues, he discusses the need to develop frameworks for addressing these ethical challenges, a task IBM is tackling through its participation in the Partnership on AI alongside other technology organizations. Trust in AI data vs bias: Instances of machines demonstrating bias have already garnered attention, eroding trust in AI systems. AI technicians are actively working to identify and mitigate the origins of bias, acknowledging that machines can become biased due to inadequate representation in their training data. Guru Banavar, IBM Chief Science Officer for Cognitive Computing, notes that unintentional bias may arise from a lack of care in selecting the right training dataset, while intentional bias can result from a malicious attacker manipulating the dataset. James Hendler, Director of the Institute for Data Exploration and Applications at Rensselaer Polytechnic Institute, reminds us that while AI can be a force for social good, it also holds the potential for diverse social impacts, where actions deemed good by one may be perceived as harmful by another. Hence, an awareness of these complexities is essential in navigating the ethical landscape of AI applications. Artificial Intelligence (AI) is revolutionizing work processes and service delivery, empowering organizations to harness its formidable capabilities for data-driven predictions, product and service optimization, innovation augmentation, increased productivity, and cost reduction. While the benefits of AI adoption are immense, it also introduces risks and challenges, prompting concerns about the current level of trustworthiness in AI applications. Public Trust in AI data Unlocking the full potential and return on investment from AI necessitates a sustained commitment to building and upholding public trust. For widespread adoption, people must have confidence that AI development and utilization adhere to responsible and trustworthy practices. In a pioneering initiative, KPMG Australia, in collaboration with the University of Queensland, conducted a world-first in-depth exploration of trust and global attitudes toward AI across 17 countries. The resulting report, “Trust in Artificial Intelligence: A Global Study 2023,” delivers comprehensive insights into the factors influencing trust, the perceived risks and benefits of AI utilization, community expectations regarding AI governance, and the entities considered trustworthy in AI development, usage, and regulation. This report, titled “Trust in Artificial Intelligence: 2023 Global Study on the Shifting Public Perceptions of AI,” presents key findings from the global study and offers individual country snapshots, serving as a valuable resource for those leading, creating, or governing AI systems. Importantly, it outlines four critical pathways for policymakers, standards setters, governments, businesses, and non-governmental organizations (NGOs) to navigate the challenges associated with trust in the development and deployment of AI. Like Related Posts 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 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 Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more 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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September 16, 2023in Salesforce Einstein, Salesforce Public Sector Solutions
Data Cloud Free Licenses
15Sep

Data Cloud Free Licenses

Salesforce Announces Data Cloud Free Licenses at Dreamforce 2023 At Dreamforce 2023, Salesforce announced that free Data Cloud licenses are now included for all Enterprise Edition or above customers to help them familiarize themselves with new capabilities and develop use case ideas. Starting September 19th, 2023, Enterprise Edition and above customers can get started with Data Cloud Provisioning at no cost by signing up under Your Account. Data Cloud Provisioning includes: Unlimited Plus Edition customers will get access to 2,500,000 Data Service credits. Two Tableau Creator licenses are a separate line item and can be quoted by your Salesforce Account Executive. Salesforce has been focusing on large data and AI tools for several years, acquiring Tableau, accelerating their Einstein AI tools, and significantly extending the Data Cloud product. Data Cloud allows you to easily harmonize data, analyze it in Tableau, and make it actionable across marketing, sales, and service. What Can I Do with Data Cloud? Data Cloud enables customers to start with one of three use cases: Across these use cases, customers can ingest data from multiple sources, unify data with identity resolution, calculate insights, visualize data in Tableau (with the provisioning of the Tableau Cloud – Creator for Data Cloud SKU), and view consolidated data on the contact record. Differences Between Data Cloud and Data Cloud Provisioning Functionality: Data Cloud Provisioning includes all the features of the existing Data Cloud offerings, except Segmentation and Activation. Credits for Segmentation and Activation can be purchased as add-ons through Marketing Cloud account teams. Capacity: Both include 1 TB of data storage, 1 Data Cloud admin, 100 internal Data Cloud identity users, 1,000 Data Cloud PSL, and 5 integration users. Entitlement: Data Cloud Provisioning entitlement is the same for all Enterprise Edition and above customers. Additional Information Sandbox Availability: Data Cloud is not available in Sandbox orgs; it can only be provisioned to an existing production org. Professional Edition Access: Data Cloud Provisioning is not available to Professional Edition customers. Existing Data Cloud or CDP Customers: Those with an existing Data Cloud or CDP tenant cannot sign up for Data Cloud Provisioning. Unlimited Edition Plus Bundle Customers: Data Cloud Provisioning is not available, as the bundle includes a Data Cloud tenant. Edition Information: Check your Salesforce org’s edition in Setup > Company Information > Organization Edition. Government Cloud: Data Cloud Provisioning is not available. Non-Profit Customers: Data Cloud Provisioning is available. Industry Cloud Customers: Industry Cloud customers with Enterprise Edition and above are eligible. ISV Partners: Data Cloud Provisioning is not accessible via Your Account in ISV Enterprise Edition orgs. ISV Partners need to create a support case with the Partner Ops team to request provisioning. Existing Tableau Customers: Tableau Cloud – Creator for Data Cloud is intended to provision a new Tableau tenant (aka site). Multiple Instances: Only one Data Cloud Provisioning instance is allowed per account/tenant. Access to Tableau Cloud – Creator for Data Cloud: To get access, you must have or include on the same quote any of the following: 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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September 15, 2023in Salesforce Data Cloud
Bring Your Own Lake With Google BigQuery
15Sep

Bring Your Own Lake With Google BigQuery

Can BigQuery Function as a Data Lake? Why you should Bring Your Own Lake With Google BigQuery. Google BigQuery serves as a fully-managed, petabyte-scale data warehouse, utilizing Google’s infrastructure’s processing power. The combination of Google Cloud Storage and BigQuery transforms Google Cloud Platform into a scalable data lake capable of storing both structured and unstructured data. Why Embrace BigQuery’s Serverless Model? In a serverless model, processing is automatically distributed across numerous machines operating in parallel. BigQuery’s serverless model allows data engineers and database administrators to concentrate less on infrastructure and more on server provisioning and deriving insights from data. Advantages of Using BigQuery as a Data Warehouse: BigQuery is a completely serverless and cost-effective cloud data warehouse designed to work across clouds, scaling seamlessly with your data. With integrated business intelligence, machine learning, and AI features, BigQuery provides a unified data platform for storing, analyzing, and sharing insights effortlessly. The Relevance of Data Lakes: Data Lakes and Data Warehouses are complementary components of data processing and reporting infrastructure, each serving distinct purposes rather than being alternatives. Data Lakes in the Evolving Landscape: Data lakes, once immensely popular, are gradually being supplanted by more advanced storage solutions like data warehouses. Data Lake Content Formats: A data lake encompasses structured data from relational databases (rows and columns), semi-structured data (CSV, logs, XML, JSON), unstructured data (emails, documents, PDFs), and binary data (images, audio, video). Building a Data Lake on GCP: Constructing a Data Lake: Introduction to Google Big Lake: BigLake serves as a storage engine, offering a unified interface for analytics and AI engines to query multiformat, multicloud, and multimodal data securely, efficiently, and in a governed manner. It aspires to create a single-copy AI lakehouse, minimizing the need for custom data infrastructure management. Data Extraction from a Data Lake: Distinguishing BigQuery as a Data Warehouse: BigQuery stands out as a serverless and cost-effective enterprise data warehouse, functioning across clouds and seamlessly scaling with data. It incorporates built-in ML/AI and BI for scalable insights. Data Lake Implementation Time: Building a fully productive data lake involves several steps, including workflow creation, security mapping, and tool and service configuration. As a result, a comprehensive data lake implementation can take several months. Acquiring a Data Lake: One option is to buy a Data Lake through a decentralized exchange (DEX) supporting the blockchain where the Data Lake resides. Connecting a crypto wallet to a DEX and utilizing a Binance account to purchase the base currency is outlined in a guide for this purpose. Like Related Posts Guide to Creating a Working Sales Plan Creating a sales plan is a pivotal step in reaching your revenue objectives. To ensure its longevity and adaptability to 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 Web Pages That Helped With My Google Data Engineer Exam Google Data Engineer Exam It seems like every day more resources appear to help you study for the Google Data Read more What is Advanced Reporting in Salesforce? Cross Filters, Summary Formulas, and More: Advanced Reporting in Salesforce Salesforce comes with report types out-of-the-box for all standard objects Read more

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September 15, 2023in Google Analytics, Salesforce Data Cloud

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