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Certified Salesforce Consultants

Certified Salesforce Consultants

What is the role of a certified Salesforce consultant? Certified Salesforce consultants engage in business analysis with clients to grasp their business objectives and processes, identifies pain points, and recognizes opportunities where technology can provide support. With a blend of business acumen and technical expertise, they design and implement solutions to enhance business processes and

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salesforce manufacturing sales service experience case study

Salesforce Product Manager Explained

The Salesforce product manager is responsible for the entire product life cycle. They need to monitor the performance of the company’s products and make necessary changes continuously. The best product managers are always thinking about ways to improve the product and make it more successful. Salesforce product managers work with multiple stakeholders.  Customers, partners, executives,

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Deep Links

Deep Links-Is My URL Syntax and Encoding Correct?

Is my URL syntax and encoding correct? If your deep link is not directing you to the specified destination or returning an HTTP 404 error, first check your URL syntax and encoding.  URLs typically use this syntax: scheme://host:port/path?query-string#fragment-id Each part of a URL performs a different function and uses specific characters to identify and separate

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Tectonic Salesforce Services

Salesforce Core API Calls

Here’s a list of Salesforce core API calls for your handy reference. List of Salesforce Core API calls: Call Description convertLead() Converts a Lead into an Account, Contact, or (optionally) an Opportunity. create() Adds one or more new individual objects to your organization’s data. delete() Deletes one or more individual objects from your organization’s data.

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Marketing Automation

Marketing Automation

Marketing automation is software tool that handles routine marketing tasks without the need for human action. Common marketing automation workflows include email marketing, behavioral targeting, lead prioritization, and personalized advertising. What are marketing automation strategies? An automation strategy is a playbook for a brand’s automated marketing tactics. It should answer the who, what, where, when

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Salesforce

Fully Leveraging Salesforce

Salesforce, a dominant force in customer relationship management (CRM) systems, revealed a study that suggests that 83% of sales professionals believe their organization is fully leveraging their CRM system. Sounds pretty good, right?  Despite the prevalent automation and intelligence features within modern CRM systems, sales representatives still invest over 70% of their time in manual

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Data Collection

Collecting Customer Data and Acting On It

Salesforce Data Collection and Customer Journey Mapping for Better Outcomes At the forefront of customer engagement, sales revenue leaders have a pivotal role in shaping a company’s overarching strategy and enhancing customer experience (CX). Through the extraction of valuable insights from Salesforce data collection, they illuminate areas for improvement, fostering long-term revenue growth.  This is

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Salesforce Quote-to-Cash

Acronyms for Quote-to-Cash

Here is a helpful glossary of quote-to-cash acronyms you will hear in the Salesforce Ecosystem. Acronym Meaning Defintion ACV Annual Contract Value The annual revenue generated from each customer contract, each year. ARR Annual Recurring Revenue The annual revenue generated from all customer contracts (ie. the company-level revenue), a metric used by subscription-based businesses (such

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service cloud

Salesforce Service Cloud Question-to-Case Explained

The Salesforce Service Cloud Question-to-Case feature streamlines the process for moderators to create cases from questions in Chatter, facilitating the efficient tracking and resolution of customer issues. Accessible across multiple platforms, including your Salesforce org, Salesforce mobile web, Aura, and Salesforce Tabs + Visualforce sites with Chatter Questions enabled, this feature ensures a seamless experience.

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Salesforce Custom Objects

Salesforce Custom Objects Explained

What are custom objects in Salesforce? These include accounts, cases, contacts, and opportunities—the kind of information that almost every organization is keeping tabs on in Salesforce. Custom objects go beyond what comes out of the box. They’re objects you create to handle the specific needs of your organization or industry. A custom object is an

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Salesforce Big Data and Travel and Hospitality

Salesforce Accelerator

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

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Account Based Marketing

Bill.com and Salesforce Integration

Bill.com is used by more businesses to automate payables and receivables than any other platform. The most trusted automated payables and receivables platform. Numerous Salesforce third-party integration tools have been used to connect with bill.com. Integrate.io’s data integration platform makes it easy for you to integrate Salesforce with Bill.com to process your data, no coding

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Tectonic Salesforce Managed Services

Why Managed Salesforce Services

Utilizing a managed services program for Salesforce can offer numerous benefits to your company: By hiring experts on a fixed hourly basis instead of full-time, you can pay for actual work hours, eliminating delays and downtime. This flexible agreement model is a preferred choice for businesses and contributes to reducing operational costs. Depending upon your

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Salesforce Digital Transformation

Six Advantages of Salesforce

The six advantages of Salesforce that you should be aware of include: A CRM Platform Empowers Teams: A significant advantage of a CRM system is providing teams with a unified view of the customer. This advantage extends to various benefits derived from usable data. Reports enable businesses to identify opportunities, assess interactions with leads and

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